Pennsylvania CSM User Group Meeting

Pennsylvania CSM

Wednesday, January 25, 2023, 3:00 – 6:00 PM UTC

Join us on Wednesday, January 25th for a Virtual Edition of the Pennsylvania CSM User Group Meeting. This Cherwell Service Management (CSM) user group meeting is for, by, and about customers and fosters collaboration among group members. At this meeting we will look at your 2023 Initiatives and Goals - an open discussion and I will demonstrate an interactive dashboard - using selectable searches.


About this event

Hello Pennsylvania CSM User Group Members: 

In our next meeting, we've decided to start off virtual.  We will be discussing 2023 Initiatives and Goals for your CSM system this year. Do you have lofty goals and don't know where to start? Perhaps you just have a roadblock on an issue and could use some advice or options on what to do. Ivanti partners and your peers are here to help. 

We'll take a look at an interactive way to use Dashboards.  Yes, Dashboards do not just have to be for displaying data. I'll walk through my Selectable Search dashboard that allows input from end users and then exports the results to a spreadsheet or even sends that spreadsheet via email. All from a Dashboard.

We can't wait to see you all online, RSVP and make time to be with us today!  Remember, this is your meeting. You get to decide what we talk about, but you have to attend to have your voice heard. We also recommend you submit your discussion points now at and we'll get your topics on our agenda.

See you there,

Rob Knox - PA CSM Group Community Leader

Important Links

  • Submit topics and questions for the roundtable discussion at
  • Join other Pennsylvania CSM User Group members on Ivanti Innovators to network and keep the conversation going between meetings:
  • This event is held via Zoom. View Zoom's privacy policy.



Wednesday, January 25, 2023
3:00 PM – 6:00 PM UTC


3:00 PMIntroductions
3:30 PMInteractive Dashboards - Selectable Searches
4:00 PM2023 Initiatives and Goals - Open Discussion
4:30 PMBreak
4:45 PMRoundtable Discussion
5:45 PMPlan Next Meeting
6:00 PMEnd Meeting


  • Rob Knox


    IMUG Pennsylvania Community Leader


  • Rob Knox

    Highmark Health

    Pennsylvania CSM Group Community Leader

  • Shannon Burns

    Community Program Manager

  • Graham Plumb

    Community Program Manager

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