Customer Workflows Reimagined: Orchestrating People and AI

Location
IN-PERSON
4:00 PM - 8:30 PM PDT
(Event time zone)
October 29, 2026
# SuccessLab Executive Forum
SuccessLab Executive Forum | Orchestration People and AI Customer leaders are expected to improve experiences, accelerate value realization, strengthen retention, and drive growth while managing costs.
AI creates new opportunities to meet those expectations: connecting customer signals, anticipating needs, and coordinating action across teams. Realizing that potential requires clear decisions about workflows, human judgment, and accountability.
Join senior leaders across customer, technology, AI, and operations for candid, practical peer exchange on designing the next customer organization.
We’ll explore:
  • Turning customer intelligence into timely action
  • Connecting workflows across customer, product, and GTM
  • Defining roles and accountability for people and AI
  • Building reliable AI on trusted knowledge, data, and controls
  • Measuring value, retention, growth, and cost to serve
Bring your challenges, share your experience, and leave with practical ideas for your organization.
Hosted by ServiceNow, organized by SuccessLab, in partnership with Gradual, Rocketlane, and SearchUnify.

Agenda

2:00–4:00 PM | Concurrent Executive Roundtables Exchange ideas, share lessons, and tackle common challenges with fellow leaders. Choose one discussion. Limited seating.
  1. Customer Service & Support Harness AI agents and agent-ready knowledge to accelerate resolution and improve customer experience.
  1. Service Delivery & Outcomes Explore AI and FDE collaboration to streamline delivery, shorten time to value, and improve customer outcomes.
  1. Field Service & Facilities Operations Apply AI, workforce planning, and asset visibility to improve uptime, productivity, and service quality while managing costs.
4:00–4:30 PM | Forum Arrival and Reception
4:30–4:45 PM | Welcome & Setting the Stage Omid Razavi, SuccessLab
4:45–5:15 PM | Featured Keynote Making AI Work: Rethinking Roles, Leadership and Accountability Professor Arvind Karunakaran, Stanford University
5:15–5:45 PM | Roundtable Insights Key takeaways from the three executive roundtables.
5:45–6:35 PM | Leadership Panel Leading People and AI: Shaping the Next Organization Elisabeth Zornes, Autodesk; Tim Smith, Stripe; Akanksha Manik Talya, Lumen; Jeff Rauch, ServiceNow; Anindya Sundar Das, Uber; moderated by Cathal McCarthy, AI One; Additional speakers to be announced.
6:35–6:45 PM | Closing Remarks
6:45 PM onward | Networking Dinner

Location

ServiceNow Campus 2225 Lawson Lane, Santa Clara, CA 95054

Slides (1)

Thumbnail of the file SuccessLab_Executive_Forum___Presentation_10.29.2026.pdf
Customer Workflows Reimagined: Forum Presentation (Oct 29, 2026)

Photos (143)

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Event has finished
4:00 PM - 8:30 PM PDT (Event time zone)
October 29, 2026
Location
Location
ServiceNow, 2225 Lawson Ln, Santa Clara, CA, United States
Organized by
Silicon Valley, California
Event has finished
4:00 PM - 8:30 PM PDT (Event time zone)
October 29, 2026
Location
Location
ServiceNow, 2225 Lawson Ln, Santa Clara, CA, United States
Organized by
Silicon Valley, California