Breakout Session

Paylocity: How a Champion Drove an Enterprise Platform Migration

Wednesday, Nov 4 | 1:20PM - 2:20PM

Details

Becoming a data-driven enterprise takes more than a new platform. It takes rethinking how work happens at scale. When Derick Gerloff joined Paylocity, he saw a chance to turn scattered processes into a connected, data-driven operating model. Learn how Paylocity moved off two legacy work management tools, solved five major operational challenges, and used Advanced Work Management, Bridge, and AI to automate workflows, cut admin effort, speed up project startup, and build a consistent, scalable model for enterprise execution.

Content Track

Built to Transform: How Real Teams Reinvented the Way They Work

User Level

Intermediate

Speakers

Derick Gerloff

Senior Enterprise PMO Leader

Derick Gerloff is the Senior Manager of Enterprise PMO at Paylocity, Smartsheet Platform Owner, and a transformation leader with 25+ years of experience delivering enterprise-scale business and technology initiatives. He led Paylocity's migration from Monday.com to Smartsheet, enabling governance, automation, portfolio reporting, and AI-powered solutions at scale. Derick studied Executive Leadership at Cornell University and AI for Business Applications at The University of Texas and holds PMP, CCMP, CSM, CSPO, SAFe, ITIL, and Lean Six Sigma certifications.

Kendra Michaels, MSPM, PMP

Enterprise Solutions Engineer

Kendra Michaels is a Large Enterprise Solutions Engineer at Smartsheet, where she has spent over six years partnering with global organizations to design and scale enterprise solutions that drive measurable impact. With a Master of Science in Project Management from the University of Kansas and certifications including a PMP and Lean Six Sigma Green Belt, she is recognized for her expertise in solution architecture and platform strategy. Outside of work, Kendra is a nationally ranked competitive ballroom dancer and a proud cat mom to Watson, her three-legged sidekick.