• Transforming Microsoft Teams for Client-Centric Collaboration

Although Microsoft Teams has empowered professional services firms to stay connected and collaborate on engagements throughout the pandemic, its out-of-the-box capabilities ultimately presented challenges to the unique, engagement-centered ways accountants, advisors, and consultants work.

Join Intapp leaders to learn how we’re working with accounting and consulting firms to deliver a purpose-built, unified framework for client-centric collaboration within Microsoft Teams that solves common challenges stemming from disconnected people, processes, and data:
– Microsoft Teams sprawl due to lack of out-of-the-box automation and governance
– Nonexistent integrations with onboarding, DMS, and FMS applications, resulting in frequent app switching
– Generic user experience ill-suited to the engagement-centric ways professionals work

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Speakers

Mark Holman

President, Accounting and Consulting;
Chief Strategy Officer
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Mark Holman

President, Accounting and Consulting;
Chief Strategy Officer

Intapp

Mark Holman has served as President of Accounting & Consulting at Intapp since 2020, and as Chief Strategy Officer since 2019. Prior to joining Intapp, Holman served as President of Strategy, Investments, and Marketing for Flex, a technology design and manufacturing firm. Previously, Holman served as a partner at A.T. Kearney and PwC, and was the founding Chief Executive Officer of E2open, a SaaS supply chain software firm. Holman received his bachelor’s degree in electrical engineering from Kettering University and a Master of Business Administration degree from the University of Michigan.

Jose Lazares

Senior Vice President, Product Management
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Jose Lazares

Senior Vice President, Product Management

Intapp

Jose Lazares serves as the Senior Vice President of Product and Business Management at Intapp. A product marketing executive with experience building, delivering, and selling software and technology platforms that transform enterprises, Lazares possesses deep expertise in defining and communicating product vision, positioning complex technical solutions, creating innovative business models, building go-to-market programs, and evangelizing products to customers, partners, developers, and employees. Prior to joining Intapp, Lazares served as Senior Director of Product Strategy and Business Development for Cloud Software Platforms at Cisco Systems. He earned a bachelor’s degree in political economy from the University of California, Berkeley, and a Master of Business Administration degree in marketing and supply chain from Harvard Business School.

Fergus Wilson

Senior Director, Engineering
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Fergus Wilson

Senior Director, Engineering

Intapp

Fergus Wilson is Senior Director, Engineering at Intapp, focused on the OnePlace Collaboration & Content suite. Prior to the Intapp acquisition, he served as the Chief Technology Officer for Repstor, overseeing all technology development. He is an enterprise content management (ECM) architect and delivery specialist, and Microsoft technology expert with insider knowledge from his years working for the company in Redmond, Washington. He knows the continuously evolving Microsoft 365 suite inside out and understands how to maximize its impact in ways that feel instinctive to users. Wilson is a graduate of Queen’s University Belfast, with First Class Honours in Computer Science.

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