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2024 iCarol Customer Conference
Grand Rapids, Michigan

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211 Iowa Uses iCarol ReferralQ to Schedule COVID-19 Vaccine Appointments

iCarol Customer Conference and User Group

Date: Monday, May 20, 2024
Time: 9:00am – 4:00pm
Location: Amway Grand Plaza, 3rd Floor, Thornapple Room

Schedule and Agenda

Office Hours
Before our sessions start at 9am, feel free to join us for coffee, light refreshments, and socializing! We’ll be happy to answer questions or address any individual discussion items during this time as well.

Excel-lent Adventures in Export Analysis
So, you’ve exported your iCarol data to an Excel-readable format – now what?! Microsoft Excel is a powerful tool for organizing and analyzing your data, but using it to its full potential is less complicated that you might think! In this session we’ll explore how to:

  • Access Standard, Scheduled, and Template-built Exports from iCarol
  • Understand Excel Terminology
  • Navigate Excel Basics such as the menu, and ribbon options
  • Leverage often-overlooked tools such as Tables, Freezing Panes, Sorting and Filtering
  • Understanding and Creating Pivot Tables

Extreme Makeover: iCarol Edition
We’ve embarked on a journey to bring a new and modern User Interface and User Experience (UI/UX) to our customers! This session will look at the purpose and plans behind modernizing the iCarol experience and provide a sneak peek at where we’re going next on this UI/UX enhancement journey. Your feedback is welcome, and there will also be opportunities for feedback on the new UI/UX during our user group session in the afternoon. In this session you’ll learn:

  • An overview of the iCarol UI/UX Modernization Project
  • Our goals and the expected benefits, such as standardizing the experience with new layouts and simplifying user training
  • How these updates will support accessibility needs
  • Where we started and lessons already learned
  • What’s in progress now
  • What’s next!


Back to Basics: Building a Strong Resource Database Foundation
The path to achieving customer satisfaction and positive outcomes in the Information and Referral field starts long before the consumer interaction begins. It starts with the efforts your Resource Specialists and Managers put in to building your database and consistently applying best practices aligned with Inform USA Standards. Adherence to these standards ensures your consumers will be served quickly, efficiently, and provided with the best service options to meet their needs and produce good outcomes. In this session we’ll address some of the key building blocks to good Resource Database Management that set you – and your consumers – up for success, including:

  • The structure and hierarchy of resource records
  • Field visibility selections
  • Field choices and other options
  • Resource Advanced Search and Bulk Editing

iCarol’s AI Integration with Yanzio: Expanding Resource Database Potential
Everywhere we turn, Artificial Intelligence (AI) is the hot topic of conversation, and both apprehension and optimism abound. We’re excited to be on the forefront of this innovation through iCarol integrations with the trusted I&R experts at Yanzio – AI-based cloud software tools and services for Information and Referral.

In this session we’ll be joined by Neil McKechnie – iCarol’s founder and current CEO of Yanzio. We’ll touch on the latest around AI, specifically why and how it can be useful within the field of I&R, and some of the Yanzio options that accelerate your I&R work. (Be sure to join Neil’s Inform USA session “AI + I&R =A Perfect Match!” on Tuesday For much more on Yanzio’s tools). Following the overview, the iCarol team will demonstrate Yanzio integrations available within the iCarol software, and the exciting possibilities the future holds.

Lunch (Not Provided)

User Group
The iCarol user group is your chance to learn about the features/enhancements we have planned for implementation in the coming months, and provide your feedback and input to the iCarol Product Management team on what features you’d like to see implemented in the future. In this session we will:

  • Review some of the released features and enhancements from the past year
  • Share features and enhancements in progress and coming soon
  • Invite your industry expertise and votes on top ideas to help us prioritize future development

Office Hours
We’ll be happy to answer questions or address any individual discussion items during this time as well.

Frequently Asked Questions

Where is the event?
Our event is at the Amway Grand Plaza (same hotel as the Inform USA Conference) at 187 Monroe Ave NW, Grand Rapids, MI 49503. We will be on the 3rd Floor in the Thornapple Room.
What time will things start?
We’ll start with open office hours at 8am. You’re welcome to come during this time to hang out with us for coffee and refreshments, questions and conversation. Our sessions will kick off at 9am.
I can only attend for part of the day/limited sessions, is that okay?

Yes, absolutely! We understand that with travel arrangements and other commitments, not all will be able to join us for the entire day. Please review the schedule of events at the top of this page and join us whenever you like for as long as you like.

Where can I find the full schedule of sessions/events?

At the top of this page you’ll find our full schedule for the day. We have four presentations planned, plus our User Group. There will be multiple short breaks, and a 75 minute break for lunch (not provided by iCarol).

Will iCarol provide any food/drink?

Yes – we will have coffee, tea, fruit, scones and muffins first thing in the morning. We plan to break for lunch at 12:15pm and will resume at 1:30pm. We are not providing lunch but there are multiple lunch options found in and near the hotel.

I have questions for my iCarol team, can I ask those on Monday?
Yes! We’ll be happy to connect with you on any and all questions, concerns, ideas, and more that you may have related to iCarol. Please bring those to us anytime on Monday (open office hours at the start and end of our day are especially set aside for this). Or if you aren’t available on Monday, stop by our booth (204) at the Inform USA conference at any time during exhibit hours.
Where else can I connect with iCarol during Inform USA?
In addition to our Customer Conference and User Group on Monday, we’ll also have a booth in the exhibit hall (Ballroom A, Booth 204) throughout the conference. We’re also hosting the Happy Hour event on Tuesday, May 21 starting at 4:30pm. Come to our booth (204) for games, networking, conversation, and FUN!