SWUG 2019

Welcome to SWUG!

Agenda− 8:30 A.M. – 12:00 P.M. – CGC Presentation− 12:00 P.M. – Luncheon & Comdata Presentation− 1:00 P.M. – SWUG Closed Door Discussion− 3:30 P.M. – CGC and SWUG Discussions / Conclusions

WIFI: CGC GuestPassword: CGC Guest

Cloud Hosting Services

Invested $1.3M+ in Hosted Data Center– Upgrades in System Monitoring, Performance,

Capacity, Security and Automation– SOC 2 Compliant Report– Tier III Data Center = 99.982% Up time

15%+ annual growth 50%+ of clients are now hosted

Interfaces

Remove friction at the interfaces between:− Company and Employees (ESS)− Executives and Project Performance (Dashboards)− Field and the Office (Mobile Apps & Forms)− Vendors and Accounts Payable (CM & Workflow)− Users and Data (IDI & IDI Reporting)− Sales team and Contacts and Opportunities (CRM)

Choose any interface at your company and let’s eliminate the friction

Road Map

© Computer Guidance Corporation. Confidential and Proprietary. All Rights Reserved.

Q2/19 Q3/19 Q4/2019 Q1/2020

Stage 1Planning

Stage 2 Development

Stage 3 CGC Testing / QA

Stage 4 Customer Beta

Stage 5 GA / Launch

Q2/2020eCMS

Content Management (Replace CIS/VIS & Continuous Enhancements)

Content Management

GL Reporting

GL Reporting

GL Reporting

GL Reporting

PC2

PC2

PC2

PC2

Mobile Forms – More Handlers

Mobile Handlers

Mobile Handlers

T&M

T&M

T&M

CRM (Phase #1)

Web 3 – Polymer – Customer Relationship Management CRM (Phase #1)

CRM (Phase #1)

CRM (Phase #1)GL Reporting

IDI Reporting

IDI Reporting – Continuous Development

IDI Reporting

IDI Reporting

IDI Reporting

Mobile Handlers

Content Management

Web 3 – Polymer Projects: • Executive Inquiry• Customer Portal• Subcontractor Portal• CRM Phase #2

Web 3 – Polymer Projects: • Executive Inquiry• Customer Portal• Subcontractor Portal• CRM Phase #2

Q3/2020

Web 3 – Polymer Projects…

© Computer Guidance Corporation. Confidential and Proprietary. All Rights Reserved.

Web 3 IDI Grid View

© Computer Guidance Corporation. Confidential and Proprietary. All Rights Reserved.

Web 3 on Mobile

© Computer Guidance Corporation. Confidential and Proprietary. All Rights Reserved.

Q2/19 Q3/19 Q4/2019 Q1/2020 Q2/2020

Stage 1Planning

Stage 2 Development

Stage 3 CGC Testing / QA

Stage 4 Customer Beta

Stage 5 GA / Launch

IntegrationsComdata Phase #2

Comdata Phase #2

Comdata Phase #2

Comdata Phase #2

Procore

Procore

Procore

ProcoreComdata Phase #2

Toolwatch

ToolWatch

Toolwatch

ToolWatchLCPTracker

Q3/2020

Customer Support

Customer Programs & Support

Customer Support Portal Training Options Product Modification Customization Process

Customer Support Portal

Knowledge Center https://cgcportal.computerguidance.com/− Modifications− Third-Party Integrations / Imports− Calendar− Release Notes− Subscribe to communications

After-Hours Support Process Training Request Form Training Programs

© Computer Guidance Corporation. Confidential and Proprietary. All Rights Reserved.

Functional Review

Functional Review ProcessesCorporate Financial Reporting/General LedgerPayroll and Human ResourcesRevenue Recognition and WIP ReportingProlog IntegrationJob CostAccounts Payable & Subcontract AdminEquipment and MaintenancePurchasingOwner Billing and Accounts Receivable

Executive Summary Background Issues Key Recommendations Decision Points/Next StepsApplication RequirementsRequired Modifications Functional MatrixFlowcharts and Narratives Portfolio of Findings and Recommendations

CGC University

Continuous Training 24 Webinars 12 Hours of 1-on-1 Training 5% Discount on Users, Applications, and Software Modifications

Product Modification Process

Quote Process:− Phase 1: CGC’s understanding of request is documented and reviewed with customer.− Phase 2: CGC creates internal detailed process flow, programs, screens, preferences, tables, etc.

Approved Modification:− Schedule from Development QA Software Delivery− Documentation− Meeting with QA

Email Distribution

Tips & Tricks - How to Use an IDI Feature Product Releases - 4.1 SP3 Press Releases - Hosted Infrastructure Investment Events - Great Lakes User Group Sign up at https://cgcportal.computerguidance.com/ marketing@computerguidance.com

Allowed sender Spam filter Email settings

Announcements

Interactive Data Inquiry (IDI)

Interactive Data Inquiry (IDI)

Adding more IDI Views, Drills and Listings

GL Reporter – Coming 2020– Ability to create financial statements

leveraging IDI and technology to pull data from eCMS

IDI Reporting – Coming 2020– Use IDI to design a report with subtotaling

levels, ability to add styling and then export it to Excel and maintain the same format with styling.

Content Management & Workflow

Content Management

Key Developments:– Legacy Content Conversion Utility– PO-related Invoices– Workflow– ABBYY Flexicapture – OCR Indexing– Kofax Integration– Push Pins reference both CM & ECM Content – Quicker. Easier. More Intuitive.

Mobile Forms

Mobile Forms

More workflow enabled handlers for seamlessly bringing data into eCMS

PO Entry Crew Time Entry Daily Reports Sub Forms Mobile Forms Designer is included with eCMS

PC2

PC2 Web-based & browser agnostic Fully integrated Extensive functionality Robust content management Dashboards & Analytics Workflow Email archive & integration Mobile forms

PC2 Development

Alert-based dunning notices

Selectable template docs Template letters &

communication Email groups

Group email distribution of template letters

Further integration of Forms – Purchase Requisition– Punch list

Workflows

eCMS v.4.1 SP3

SP3 Highlights EQP Idle Rate

Payroll Export Dataset

Employee Class Templates

Employee Template Import

New Ded. Freq. Codes: H,M,U

Benefit Enrollment Import

SECULOG for monitoring menu clicks

J/C Segment Desc 50 Characters New Reports Added to Archive

Master: ORP, PSP PO Receiving Template Import Equipment Class Increased to 5 Budget Transfer Based on

Forecast Variance IE Tab

EEO Reporting

CGC is developing programs to comply with EEO-1 Component 2 Reporting for the years of 2017 and 2018.

Release Levels: eCMS v 4.1 SP2 FP6 or later and all eCMS v.4.1 SP3 release levels. Hosted customers: Hot Fix will be installed automatically by CGC. Enterprise customers: Once the Hot Fix is available please submit a ticket/incident for CGC to install.

CGC will provide two types of electronic reports: − Single-Establishment Company− Multi-Establishment Company.

The Filing Deadline for the 2017 & 2018 EEO-1 Component 2 is Sept 30, 2019. Email: EEOCcompdata@norc.org Toll-Free: 877-324-6214

Time & Material Billing

T&M Billing Enhancements

New Combined Detail Billing Grid Unbilled Accrual Global Summarization Option Not To Exceed Billing Limit Option To Not Summarize

Subsistence Billing Cutoffs Based on Journal

Date

CRM

Web 2 will become Web 3 CRM is a Web 3 Preview Google Polymer Project – Web Components Device Agnostic – Everything is mobile The future of CGC development

HRSS/ESS

Employee Profile Updates Compensation Management Benefits Management Company Announcements Mobile Form / Time Entry

Integration, Interfaces, and APIs

Template Imports – Integration Suite

Standardized Excel Import Templates CGC Portal – Knowledge Center Scheduler

APIs – eCMS Connect

eCMS Connect RESTful services conform to the Representational State Transfer (REST) architectural style using Java API for RESTful Web Services (JAX-RS).

Authentication / Sign-On Meta Info Save

– Allows client programs to save data to any template table via REST service

Upload– Allows excel template to upload via REST

service Scheduler

Meta-info– Get column information such as name,

type, size etc.– Available Tables / Services

o APTVEN – Vendor Mastero JCTMST – Job Cost Descriptiono CSTMST – Customer Mastero HRTEMP – HR Employee Mastero PRTTCH – Payroll Time Card

– All excel template import tables– Supported Media types/formats are JSON,

XML and Text

eCMS Connect for Procore

Web Services / API-Based eCMS v.4.1 SP3 Customer Beta

eCMS Connect for Comdata

Purchase Card Virtual Card ExpenseTrack

Web Services / API-Based eCMS v.4.1 SP3 Customer Beta

eCMS Connect for LCPtracker

Import / Portal eCMS v.4.1 SP2 FP5

eCMS Connect for Kofax

Utility to process Kofax generated document and indexes and upload them in CM tool.

Data and XML format Data Import Process into CM tool eCMS v.4.1 SP3 Customer Beta

eCMS Connect for ToolWatch

Web Services / API-Based In Development Customer Beta Identified

ToolWatch is a powerful, flexible, cloud-based platform for tool, equipment, materials, and consumables management.

HCSS HeavyBid and HeavyJob Integration

HeavyBid to eCMS:– Estimated $,H,Q– Contract & Subcontract SOV

HeavyJob to eCMS:– Daily Man Hrs, Equip Hrs, Qty’s, Per Diem

eCMS to HeavyJob:– Employees, Jobs, Cost Dist., Current

Budgets, Equipment, Rates, As-Built Cost