Pennsylvania CSM User Group Meeting

Pennsylvania CSM

Tuesday, August 15, 2023, 2:00 – 5:00 PM UTC

Join us on Wednesday, August 15th 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. This will be an all things portal edition of our meeting. Bring your questions!



About this event

Hello Pennsylvania CSM User Group Members: 

We will be discussing all things portal in this meeting.  Design, tips, tricks; we'll put it all on the table for discussion.  Do you have a cool portal?  This is the meeting to show it off.

Our Speakers include Rob Knox, from Highmark, discussing his Portal Direct Links implementation, and Jeff Jones, from Excalibur Data Systems, who will discuss how you can create a list of the top 5 or 10 most submitted portal items and present them dynamically on your portal page.

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 MS Teams. View MS Teams privacy policy.



Tuesday, August 15, 2023
2:00 PM – 5:00 PM UTC


2:00 PMIntroductions
2:30 PMShow and Share Portal Edition
3:00 PMDisplay most used Portal Classifications
3:30 PMPlan Next Meeting
3:45 PMRoundtable Discussion
5:00 PMEnd Meeting


  • Rob Knox


    IMUG Pennsylvania Community Leader

  • Jeff Jones




  • Rob Knox

    Highmark Health

    Pennsylvania CSM Group Community Leader

  • Shannon Burns

    Community Program Manager

  • Graham Plumb

    Community Program Manager

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