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Customer Advisory Board Best Practices Sharing at #CABorgConf15

This year Adobe graciously hosted the annual conference at their award winning offices in Lehi, Utah. Over 40 marketing professionals gathered in Utah on October 8, 2015 from Ryder, Adobe, Dell, Wells Fargo, Intel, Iron Mountain and more.

Requirement for starting a CAB: Getting buy-in

Samuel Johnson, VP Global Marketing, Ryder kicked off the conference talking about the critical first year of a Customer Advisory Board.  Initiating a customer advisory board (CAB) starts with making the case for the CAB.  At Ryder, getting buy-in for the first CAB was a multi-year effort. Success of the first Ryder CAB led to the addition of a second CAB.

#caborgconf15 Samuel Johnson of @RyderPR is giving a great talk about what to expect in first year of your advisory board

— IgniteAdvisoryGroup (@IgniteAG) October 8, 2015

Driving value from your CAB fuels its growth

Iron Mountain’s David Coates, Senior Manager, Customer Marketing, spoke about the new ROI, the Return on Influence of advisory boards and how to drive tangible business value.  Driving value is key and Iron Mountain’s CAB has impacted the company via demand generation, thought leadership and content development and product development.  

#caborgconf15 @Djcoates72David of @IronMountain speaking about #roinf return on influence of CABs — Gavin Nathan (@GavBiz) October 8, 2015

Building a successful CAB across verticals and geos

How do you build an advisory board for various industries and geographies? Vicki Griffith, Global Director, Customer Programs for Infor spoke about how their CAB has successfully incorporated a variety of verticals. Their CAB has produced results impacting new products, new integrations, new features, new partners and acquisitons,and more.

#caborgconf15 @VickiGriffith of @Infor presented on how to build #customeradvisoryboard program for diverse industries & geos

— IgniteAdvisoryGroup (@IgniteAG) October 8, 2015

Managing a 300+ member global CAB program well is possible!

Big thanks to Alison Lutjemeier, Sr. Manager, Customer Advisory Board, Adobe Systems for hosting the conference. Alison gave everyone key insights into managing scale and overseeing a 300+ member global CAB program. The Adobe CAB program has evolved over time with the strategic customer touchpoints in place (CAB engagements, customer support, Adobe Summit, etc) across the organization supporting the CAB’s ongoing growth.  

#AdobeInUtah is hosting the annual #CABorgConf15 this year! Great speaker lineup and attendees. #adobelife — Alison Lutjemeier (@Ali_Lutje) October 8, 2015

Create a CAB center of excellence to measure impact and ROI

Michelle Radlowski, Program Manager, Dell Software, spoke about the top 8.5 (not 10, ha!) key considerations in planning a world class strategic advisory board experience.  Key items include creating a sub-group within your CAB and avoid having too many host company employees at meetings. Also, create a CAB center of excellence to measure the impact of your CAB and share best practices across your organization.

#caborgconf15 @mradlowski of @DellSoftware talking about planning a world class strategic #customeradvisoryboard

— IgniteAdvisoryGroup (@IgniteAG) October 8, 2015

At the end of the conference, participants discussed CAB scorecard elements and top challenges and solutions in small groups per verticals (software, technology, finance, manufacturing and healthcare). Here are some other comments about #CABorgConf15 from attendees via twitter…and we’ll see you next year at the conference:   

#caborgconf15 thank you for a great day — Beth Torrie (@bethtorrie) October 8, 2015

Attending the 2015 Customer Advisory Board conference. Hugely valuable! Can’t wait to put all the learnings to practice! #caborgconf15

— Elly D (@EllD0M) October 8, 2015

#caborgconf15 round table discussions happening about top challenges and solutions for managing #customeradvisoryboards — IgniteAdvisoryGroup (@IgniteAG) October 8, 2015

Presenting at #caborgconf15 with Alison Lutjemeier, Adobe, Samuel Johnson, Ryder, Michelle Radlowski, Dell, and Vicki Griffith, Infor

— David Coates (@Djcoates72David) October 8, 2015

#caborgconf15 top ways to create a unique #customeradvisoryboard member experience @mradlowski — IgniteAdvisoryGroup (@IgniteAG) October 8, 2015

#caborgconf15 great CAB best practices from @Ali_Lutje on managing 300+ member global #customeradvisoryboard program

— IgniteAdvisoryGroup (@IgniteAG) October 8, 2015

Great content today. #caborgconf15. — Vicki Griffith (@VickiGriffith) October 8, 2015

#AdobeInUtah @adobe @Ali_Lutje thanks for hosting the annual #caborgconf15. #Adobe rocks!

— IgniteAdvisoryGroup (@IgniteAG) October 8, 2015

Looking forward to David Coates @IronMountain talk about CABs #caborgconf15 — Laura C Richardson (@LCaldie) October 8, 2015

Attending #caborgconf15 to hear best practice for customer councils

— Vicki Griffith (@VickiGriffith) October 8, 2015

Kicking off customer advisory board conference in beautiful #saltlakecity 4550 ft above sea level – agenda #elevation @adobe #caborgconf15 — VJ Bala (@MarketMaverik) October 8, 2015

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Customer Advisory Board Best Practices Sharing at #CABorgConf15


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