The Wainhouse Research Summit - Denver 2015

Industry insight & networking for the unified communications and collaboration (UC&C) community
Event Type: 
WR Summit
Event Start: 
27 May 2015 - 14:00
Event End: 
29 May 2015 - 13:00
Mountain Time
Archive this event: 
Industry insight & networking for the unified communications and collaboration (UC&C) community
Event Type: WR Summit

Denver 2015 logo

27-29 May, 2015

Brown Palace Hotel
Denver, CO USA

Sponsored by:

The perfect meeting place to learn the latest developments in the industry, understand workplace transformation, hear from expert analysts and consultants, & develop collaborative strategies for 2015 and beyond.

Wainhouse Research Summits provide an extraordinary opportunity for vendors, service providers, and end users to mix with WR analysts and one another.  This year - our 15th consecutive Summit with a focus on collaborative technologies and workplace transformation - prepare for an event "reboot," in which we will deliver more analyst opinions and data and more end user talks than ever before, while carrying on with the most successful ingredients of our past events.  Vendor exhibits, analyst time, networking receptions, birds of a feather topical discussions.  The result?  An event unlike any other industry conference.

Who attends WR Summits?

The Summit draws upon all of those involved in the deployment of UC&C technologies, including IT and telecom, HR and training and marketing strategists in the enterprise, as well as manufacturers, service providers, value-added resellers and systems integrators, and consultants.

  • Enterprise leaders responsible for UC transformation and collaboration services
  • Public sector and educational leaders responsible for distance education and e-Learning
  • Service providers and technology vendors responsible for products, strategies, and market intelligence
  • Channel leaders seeking new partnerships for services and technology
  • Venture capitalists in search of emerging technologies and market trends

The focus in 2015: Using collaborative technologies to support workplace transformation

Our 2015 North American Summit will focus on how to apply the many types of UC&C technologies to workplace - and workspace - transformation.  As enterprises adapt to the new and very different technological expectations of millennials, they are dealing with new platforms, devices, applications, and approaches to integrating collaborative technologies into their workflows.

Attendees will hear about the latest in Unified Communications, video conferencing, web conferencing, streaming video, and online / educational technologies.  And they will come away with:

  • Approaches to developing strategies surrounding how to deploy any and all types of UC&C
  • A deeper understanding of existing, new, and emerging collaborative products and services
  • New insights into how to drive adoption and measure benefits
  • How UC and collaboration can drive business transformation
  • New relationships and partnerships that enhance and drive your organization's growth


The 2015 North American Summit will start in the afternoon of Wednesday, 27 May with an optional, limited-seating Workplace Transformation workshop delivered by Compass Business Solutions, continue with an opti welcome reception that evening, commence the morning of Thursday, 28 May for a day and a half of general sessions, include our traditional networking reception the evening of 28 May, feature an optional, limited-seating analyst dinner the evening of 28 May, and end early afternoon on Friday, 29 May

What's New?

  • Optional pre-conference Workplace Transformation Workshop: Separate admission workshop on Wednesday, May 27 in the afternoon, hosted by Compass Business Solutions
  • Optional, limited-seating Dinner with the Analysts Thursday, May 28th
  • More analyst talks than ever before. You've told us you want more industry data and best practices. Get ready, we heard.
  • More enterprise customer / collaboration user talks than ever before. The most appreciated aspect of the Wainhouse Research Summit is the rich vein of enterprise customer talks, which shed light on best practices and gaps that exist in industry offerings.
  • Lightning Round sponsor introductions
  • Optional pre-conference Welcome Reception Wednesday, May 27th

Back by Popular Demand

  • Birds of a Feather: Lunch sessions moderated by Wainhouse Research analysts, event sponsors, and other industry experts group together those interested in networking and hearing more about key areas.
  • Networking Reception: Traditional gathering of the entire conference.
  • Dedicated exhibit area for sponsor displays and meet & greet.

Key Focus Areas

Past event sponsors said:

“(This was ) an excellent event. We very much liked the format - the new birds-of-a-feather lunch was great. Keep up the good efforts at drawing end users and other technology players. Speaker quality was high. Location was near perfect.”

- Director of Marketing,
Major Manufacturer

"Santa Clara was a great Summit - and a very good mix of users / resellers / providers ... well organized and interesting"

- Chris Jaynes, Co-Founder/CTO, Mersive


  • Strategic considerations and best practices for successful planning, deployment, and adoption of Unified Communications & Collaboration (UC&C) technologies, whether they be in online meeting, marketing, education, or training environments.
  • Unified Communications as a Service (UCaaS), as seen in the battle in the cloud between Microsoft vs. Cisco vs. Google vs. Amazon.
  • How are premises-based, cloud-based, and hybrid (mixed) solutions driving demand – and how do they work together.
  • How do service provider channels make a living in this brave new world of software and the cloud?


  • The impact of new protocols and technology specifications like WebRTC and Lync Room Systems.
  • How the cloud works as an enabler of UC&C
  • Tools vs. turnkey: The convergence (and mash-up) of collaborative solutions and how this impacts enterprise meetings, education and training, and marketing.
  • Where enterprises are drawing on consumer technologies for rapid adoption.

Markets & Applications

  • Workplace transformation and how to overcome the challenges of open workspaces and huddle rooms in enabling a collaborative environment.
  • The reality of UCaaS – what does the market data say about real adoption rates
  • New approaches to using collaborative technology in meetings as productivity enabler, in marketing as communications enabler, or in education for improving outcomes.
  • Threats and opportunities provided by mobility & BYOD – and how mobility is transforming product and services design and IT alike.
  • How asynchronous technologies, content management, streaming, and social media are changing the landscape for collaboration and e-Learning and how enterprises create their communications strategies.

Pre-Conference, Workplace Transformation Workshop (Optional) - Learn more

Pre-conference Welcome Reception - Learn more

Dinner with the Analysts (Optional) - Learn more

Just a few of the end user organizations that have attended past Wainhouse Research UC&C Summits ...

Arizona State University
Bristol Myers Squibb
Chubb & Son
The Coca-Cola Company
The Disney Company
Eli Lilly and Company
Exxon Mobil
Fidelity Investments
F. Hoffmann-La Roche
Facebook, Inc.
Heineken International
Johnson & Johnson
Lee Hecht Harrison
Maersk Line
Mayo Clinic
Mentor Graphics
Montana State University
National Depository Trust
NY Presbyterian Hospital
Odfjell Drilling
Ontario Telemedicine Network
Parsons Corporation
Prolong Pharmaceuticals
Prudential Insurance
Reed Elsevier
RWE / Essent
Universität Tübingen
UC Davis Medical Center
U of British Columbia
U of Canterbury
U of Minnesota
U of Utah School of Nursing
U of Wisconsin-Extension
Utah Education Network
Virtua Health
Welsh Video Network
World Bank


Venue: Brown Palace Hotel and Spa
321 17th Street
Denver, Colorado USA
(800) 321-2599

Located in the heart of the Mile High City, The Brown Palace has stood as an anchor to the bustling financial and cultural district for more than a century.  As Denver's only Forbes Four-Star and AAA Four-Diamond hotel, it has played host to presidents, prime ministers, and celebrities.

Questions or inquiries: Email to [email protected]

Event Start: 27 May 2015 - 14:00 Mountain Time Event End: 29 May 2015 - 13:00 Mountain Time
  • Wednesday - 27 May 2015
  • 2:00 PM
  • Pre-Summit Workplace Transformation Workshop (Limited seating, separate admission)
  • Compass Business Solutions
  • Today's workforce demographics are changing the nature of how we work and technology advances are reshaping the way we work. Companies are trying to migrate the work habits of the slowly diminishing older workforce to align with the expectations of the newer millennials, who drive mobility and flexibility for both communication and workspaces. In this optional, limited-seating, pre-Summit workshop, Compass Business Solutions President Jules Trono will explore factors driving change; primary technologies and solution sets; cloud services; mobility; and best practices. This highly-interactive workshop will be an introductory lead-in to the issues discussed in the Wainhouse Research UC&C Summit.
  • 6:00 PM
  • Pre-conference Welcome
  • We know many of you arrive sometime during the evening before the conference begins. We encourage you to join us for a very casual reception to kick off the full Summit the evening before it begins. Nothing fancy. Wear your airplane outfit and just show up for a glass of wine or non-alcoholic beverage of choice, and we'll take it from there. We'll let Summit registrants know location prior to arrival.
  • Thursday - 28 May 2015
  • 8:00 AM
  • Registration & Continental Breakfast
  • 8:45 AM
  • Welcome -- The Big Picture of UC&C and Workplace Transformation
  • Alan D. Greenberg, Senior Analyst & Partner, Wainhouse Research
  • 9:00 AM
  • Keynote Address -- And Now For Something Completely Different
  • A mix of analysts will kick off the Summit with an interactive discussion of the technologies and market conditions shaping the industry. Hear from Marc Beattie, Andrew W. Davis, Alan D. Greenberg, Bill Haskins, Andy Nilssen, Steve Vonder Haar, and Ira M. Weinstein on all things UC&C.
  • 9:30 AM
  • A Purposeful Approach to Workplace Technology
  • Nic Milani, Director of Technology Solutions, Herman Miller
  • Every workplace has conference rooms, most of which aren’t used: up to two-thirds are avoided because the surroundings, furnishings, and tools are at odds with people and each other. Companies are spending millions of dollars to outfit spaces with furniture and technology that make people feel frustrated and unsupported — feelings that can lead to bigger problems with productivity, engagement, and innovation. Nic’s talk will help you get to a place where you can design spaces that people want to use collaborative tech —where they feel supported, engaged, and able to collaborate effectively. You’ll explore Herman Miller’s Living Office and its holistic approach to the design of purposeful settings. Within these settings, the surroundings, furnishings, and collaborative tools work together to elevate the human experience of work.
  • 10:00 AM
  • 50 Video Conferencing Trends, 50 Shades of Grey
  • Andrew W. Davis, Senior Analyst & Partner, Wainhouse Research
  • The video conferencing market is being rocked today by several dominant trends, starting with cloud offerings, infrastructure as a service, WebRTC, and mobile devices and moving towards huddle room systems, unified communications as a video platform, and new workplace designs intended to excite millennial workers. But enterprises aren’t necessarily “submitting.” This presentation will review recent WR survey data and Andrew’s disciplined interpretations of that data. He will discuss the many shades of grey that color how end users expect their future to be or not to be deviant from the past.
  • 10:30 AM
  • Refreshment break / networking
  • Break bread with sponsors and peers and hear about the latest technologies in the networking area
  • 11:00 AM
  • David vs. Goliath: Is Cloud-Based Interconnectivity Leveling the Video Playing Field?
  • Emma Richardson, Distance Learning Coordinator, Colorado East Central BOCES
  • Since 2007 Colorado’s East Central BOCES has been an early adopter of video conferencing. Recently facing the need to overhaul all of the distance learning classrooms in 17 school districts via its third RUS grant, the regional service center had to stare down a number of challenges, including high-cost maintenance contracts, restricted budgets, and proprietary hardware all in the middle of a time when video conferencing in general is undergoing a huge evolutionary jump. What to do? Emma Richardson, who also specializes in Moodle, SMART, and PowerSchool technologies, will describe how her organization has tackled those challenges, discuss what the shift in direction represents for the industry as a whole, and describe what she sees as the future for ed tech.
  • 11:30 AM
  • Lightning Round
  • Lunch table moderators will provide a three-minute, slide-free, hands-free description of who they are, what their organizations do, and their lunch topics.
  • 12:00 PM
  • Lunch -- Birds of a Feather
  • We call these "Great Conversations." Led by Wainhouse Research Senior Analysts and a select group of speakers, we divide into groups that cover a set of compelling topics, break bread over lunch, and enable discovery of new networking opportunities while we learn about the industry.
  • 1:00 PM
  • Birds of a Feather Reports
  • What did we learn? Moderators will report on their table discussions from lunch.
  • 1:15 PM
  • Is it Video or is it a Unified Call Center? One Service Organization's Journey with Collaborative Technologies
  • Melinda Paras, CEO, Paras and Associates
  • The video collaboration services industry in the U.S. is bifurcated, with at one end, video solutions designed for self-service, and at the other end, the delivery of experts and white glove services (think interpretive language services or closed-caption services). Those in that “expert” space draw upon provision of a human resource – people-on-demand – combined with vast amounts of not always easily or elegantly integrated technologies to deliver the equivalent of a virtual call center. California-based Paras and Associates manages the Health Care Interpreter Network, a cooperative of more than 50 hospitals and clinics sharing interpreter services. The firm routes more than 1 million video and voice requests a year. Melinda Paras’s talk will address the intersection of the human and the technological as she describes how she cobbled together a thriving healthcare business that services the real-time demands of physicians and hospitals. And she’ll offer her view as to where the industry needs to go if it is to continue to retain a human touch and continue to serve real-world people with real-world needs.
  • 1:45 PM
  • Alexander and the Terrible Horrible No Good Very Bad Day for Collaboration -- or is it?
  • Alan D. Greenberg, Senior Analyst & Partner, Wainhouse Research
  • Just when you thought the market for collaborative tech was as ripe as a luscious peach, those pesky REAL end users started using free stuff, or adopting disgusting competitive products, or creating their own jerry-rigged solutions. The good news: users are eating up collaborative tech. The Horrible news: it may not be yours. This talk will center on four key areas that are driving a billion dollar market: 1) the collision of online and brick-and-mortar collaboration; 2) the impact of new solutions that combine real-time and on-demand tech; 3) the rebirth of the LMS; and 4) how user-generated content is changing the opportunity map.
  • 2:10 PM
  • How Dell Corporation is Using Video to Revitalize Corporate Communications
  • Lawrence Grafton, Global Marketing Manager, Dell Corporation
  • As companies become more interested in engaging employees with video for corporate communications and training, companies like Dell are fast-tracking their sophisticated enterprise video strategies and putting the power of content creation into the hands of their employees. Long-time Dell employee Lawrence Grafton pitched Michael Dell himself on an enterprise video initiative that would unify corporate messaging to more than 100,000 employees and ensure that everyone, no matter where they are in the world, is speaking the same language. His idea, DellTV, leverages Sonic Foundry’s Mediasite Showcase, My Mediasite, analytics and policies to change how it trains and communicates in a truly global environment.
  • 2:40 PM
  • Mixing it Up: Breaking Free From the Confines of Webcasting
  • Steve Vonder Haar, Senior Analyst, Wainhouse Research
  • While “traditional” webcasting applications are effective and generate substantial value, they merely scratch the surface of streaming’s potential. Advances in streaming platforms make video more malleable than ever before, opening the door for weaving video into the fabric of a growing array of software applications. This is setting the stage for a new age of “video infusion,” in which the integration of live and on-demand content will transform video into a data type that significantly enriches the user experience. Learn about the video applications that will generate the greatest buzz in the years ahead, and how streaming platforms are changing to address shifting demands for next-generation video in the enterprise.
  • 3:05 PM
  • Refreshment break
  • Break bread with sponsors and peers and hear about the latest technologies in the networking area
  • 3:35 PM
  • Solving the Grand Puzzle: Making the Many Lego Pieces of Collaborative Technologies Fit Together
  • Ned Kirsch, Superintendent of Schools, Franklin West Supervisory Union
  • Educators live in an era where schools are expected to prepare every student for college-and-career-readiness in a global society, and today’s learners need to have access to the most relevant collaborative tools available. Yet navigating the landscape of technologies available is daunting. It is analogous to a pile of Legos: make them fit together and you have solved a grand puzzle; if they don’t, you have created a mess. Ned Kirsch, whose rural school district is the first Apple-distinguished program in Vermont, will speak to how his district is handling the many Lego pieces of collaborative tech, from video conferencing to whiteboards, iPads to Google Apps, while delivering collaborative programs with links to schools in Korea, Senegal, China and elsewhere.
  • 4:05 PM
  • Technology-Enabled Collaborative Learning: What Educators Need from Online Tools
  • Jennifer Klein, Global Educational Consultant and Speaker, Principled Learning Strategies
  • Whether students are video conferencing through synchronous tools, or collaborating through asynchronous platforms, effective collaboration technology is key. Unfortunately, ineffective technologies can disrupt the experience. Technology providers will learn what educators need from tools and will be better able to meet the increasingly complex demands of educators. This session will explore changes taking place in education, assess existing technologies in use, and offer practical suggestions about the key capabilities educational technologies should include.
  • 4:30 PM
  • Can Microsoft Lync Online truly replace your mainstream web conferencing service?
  • Andy Nilssen, Senior Analyst & Partner, Wainhouse Research
  • We will take a critical look at Lync strictly from the perspective of its strengths and weaknesses for those thinking of replacing a mainstream solution such as WebEx or GoToMeeting. Policy considerations include the handling of internal vs. external and authenticated vs. guest participants. Andy will discuss the results of hands-on testing and shed light on audio / video / data sharing performance and ease of use. He will contrast Lync’s pricing and support models with the traditional web conferencing providers. The session will wrap up with Andy’s recommendations on whether it’s time to switch to Lync as your single web conferencing provider.
  • 5:00 PM
  • Networking Cocktail Reception (until 7:00)
  • 7:30 PM
  • Optional Analyst Dinner (Limited seating, separate admission)
  • Friday - 29 May 2015
  • 8:00 AM
  • Continental Breakfast
  • 8:45 AM
  • Welcome, Recap from Day 1 & Review of Day 2
  • Alan D. Greenberg, Senior Analyst & Partner, Wainhouse Research
  • 9:00 AM
  • Tomorrow's UC - Innovation or on Vacation?
  • Bill Haskins, Senior Analyst & Partner, Wainhouse Research
  • You've likely heard the same UC analyst update over the last few years: Microsoft is UC market share leader. Cisco is IP PBX market share leader. Most end users still use their UC client for IM and presence. Yawn! A few vendors, however, have been hard at work developing what they hope to be "the next big thing" in the battle for enterprise communications. This session will take a look at these developments, comparing and contrasting across emerging solutions and next-level strategies from Microsoft, Cisco, and companies like Unify, Google and … Amazon? Yep, Amazon.
  • 9:30 AM
  • A New Model for Government Communications and Collaboration
  • Brandon Williams, Director of Google Operations, Governor's Office of Information Technology, State of Colorado
  • The State of Colorado partnered with Google in 2013 to move all operations into the cloud to improve agility and efficiency, and most importantly, become better public servants, as one of the most important functions of a government is informing citizens. With these changes, the State streamlined operational functions and enabled more transparent communication with Coloradans, especially in times of emergency. In this session, Brandon Williams will share how the State of Colorado is using UC technology to better serve its citizens, including examples of how Google Sites and Google Apps for Work helped mobilize the State in times of emergency. Brandon will describe what enterprises and other governments can be doing to take advantage of the recent advances in UC technology.
  • 10:00 AM
  • Where’s the Growth in UCaaS?
  • Marc Beattie, Senior Analyst & Partner, Wainhouse Research
  • Every enterprise IT decision maker uses the word “cloud” in their top 3 priorities and UC (which includes collaboration) is in their top 10.  A logical observer would assume that cloud + UC might mean UCaaS to an IT decision maker.  However, while the priority and assumption each might be correct, it is clear the reality is nowhere near either.  In fact UCaaS accounts for approximately just 15% of worldwide UC deployments and seems to be beleaguered with the same deployment delays as on-premises UC.  So where’s the growth?  This session explores the promise, the problem, and possibility of UCaaS -- for your enterprise or your service.
  • 10:30 AM
  • Refreshment / networking break
  • Break bread with sponsors and peers and hear about the latest technologies in the networking area
  • 11:00 AM
  • What Do You See in the Clouds?
  • Gene Warren, CEO, Warren Global Conferencing
  • A 25+ year industry veteran, Gene Warren will share his insights and vision for the next generation of unified collaboration services. Gene will draw a direct line from early telephony services to today's advanced web- and mobile-focused multimedia sessions, drilling down into the impact of mobility and HD Voice and the future of IP-encrypted voice. Gene will convey the particular lessons he has learned from listening to corporate end users and supplying value-added services that solve their problems.
  • 11:30 AM
  • What have Vendors Recently Learned About Their Customers?
  • Jerry Pompa, Compunetix, Monica Cougan, Education Networks of America, Brad Dupee,, Mike Brandofino, Department 60, and Jules Trono, Compass Business Solutions
  • You've heard from Wainhouse Research analysts. You've heard from the enterprise users. Now hear from a select group of vendors when we ask them to speak to one commercial-free, focused topic: what have they learned about their customers this past year?
  • 12:00 PM
  • Selling Collaborative Technologies: A View from the End User Side of the Negotiating Table
  • Ira M. Weinstein, Senior Analyst & Partner, Wainhouse Research
  • For over ten years, WR has provided strategic advisory and project support services to dozens of regional and global enterprises. Sometimes we’ve solving complex technical problems. Other times we help define strategy, write and manage RFPs, short-list suppliers, or negotiate global agreements. While each project is unique, we’ve discovered some common vendor behaviors that stall purchasing decisions, delay projects, and impact customer satisfaction. This session will provide vendors and service providers with direction concerning what you can do better to move sales opportunities further along, and end user organizations will hear a few ideas about how better to manage their vendors.
  • 12:30 PM
  • Truth in the Room: End Users Speak Up
  • A WR Summit tradition, end user speakers will discuss their respective takes on what they've heard at the UC&C Summit. Lined up so far: Kecia Ray, Board Chair of the International Society for Technology in Education & Executive Director, Learning Technology & Library Services, Metropolitan Nashville Public Schools, Lawrence Grafton, Global Marketing Manager, Dell Corporation, Ned Kirsch, Superintendent, FWSU, Matt Carner, Senior Video Conference Consultant, University of Minnesota, and others to be announced. You never know who will end up calling out the truth in the room!
  • 1:00 PM
  • Closing Comments & Adjourn
  • All session topics and times subject to revision

Pictures from the 2014 WR Summit




Sonic Foundry

Sonic Foundry



Department 60

Department 60

Compass Bus. Solutions

Compass Bus. Solutions


Sponsorship Opportunities

If you are a vendor or reseller or service provider wishing to be involved in making this event happen, download the Sponsorship Opportunities Brochure and / or contact WR client services.