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© 2016 Accruent, All Rights Reserved 13Insights 2016 Program Guide
9:00 am – 10:30 am ROOM
Welcome & Keynote with Accruent CEO Mark Friedman D
General Session
The Winner’s Mindset, Doug Hanson, Motivational Speaker
For the past 20 years, Doug Hanson has been committed to helping people and organizations thrive and prosper by improving what he calls the Pillars of Performance - Skills, Mindset, Energy, and Emotional Connection. Doug points out that in life as well as business, “It’s not just what people ‘Can’ do that is most important, it’s what they ‘Will’ do.” In this keynote, the time will literally fly by as Doug uses his gifts of humor and observation to teach his most powerful principles for transforming your life and career. You will leave with a new awareness of how to quickly connect with virtually anyone, and how to influence your attitude, your energy level, and your results. You won’t want to miss this life-changing session!
11:00 am – 11:55 am ROOM
What’s New from Accruent Healthcare H
Product Information | TMS, VFA
Pierre Harrison, Regional Vice President of Sales for Healthcare, and Larry Shields, Industry Product Manager for healthcare, will highlight new product offerings for healthcare customers, as well as newly released functionality.
Speakers: Pierre Harrison, RVP Sales, Accruent; Larry Shields, Senior Industry Product Manager, Accruent
State of Accruent Telecom 304
Product Information | Siterra
Kevin Reichle, General Manager, presents an overview of Accruent’s telecommunications organization, strategy, and growth plan. Accruent has invested considerable resources in growing the telecom team and the Siterra software platform to deliver improved product functionality and customer experience in 2016.
Speaker: Kevin Reichle, GM Telecom, Accruent
Tuesday Sessions
Key:Retail TelecomEducation Corporate
Real EstatePublic Sector
Healthcare Product
ProgramGuide_Sessions_T2_Tuesday.indd 13 3/15/16 1:34 PM
14 © 2016 Accruent, All Rights ReservedInsights 2016 Program Guide
BIM in Facility Management – A Chicken or the Egg Dilemma B
Thought Leadership | FAMIS, FAMIS Cloud, 360Facility, VFA
Which came first, the chicken or the egg? The Building Information Model (BIM) or facility management operational information? Utilizing input from facility management users of BIM information, learn what Georgia Tech has discovered to develop BIM for effective implementation and use during the important operational phase of a building. While design and construction models can provide information, most of the FM data needed for operations can be unaccounted for in the initial phases of a facility project unless required at the initial development of a BIM project. Learn what’s needed, what may not be needed, and how to make sure that BIM data is captured for your use once turnover occurs. Additional tips on managing the data during operations is also presented to ensure that overall, the BIM development and use maximize efficiency for facility management organizations.
Speaker: Kathy Roper, Associate Professor and Chair, Facility Management, Georgia Institute of Technology
Building a Successful Preventive Maintenance Program 301
Product Information | FAMIS Cloud, 360Facility
Would you like to build or improve your Preventive Maintenance (PM) process? Using preventive maintenance schedules effectively will help you extend the useful life of your assets and make day-to-day operations simpler and more efficient. Join this session to learn about best practices for building a PM program and how PM routines can be streamlined in FAMIS Cloud and 360Facility.
Speaker: Brad Richardson, Senior Solutions Architect, Accruent
FAMIS Space Survey - Customer Panel 302
Product Information | FAMIS, FAMIS Cloud, 360Facility
FAMIS Space Survey provides the ability to gather information directly from the field as functional use, occupancy, or ownership of the space changes over time. Critical room details are accessible, and data, such as the room function, departments (groups), allocated employees, funding/grant details, room equipment, and space contact details can be updated. Hear best practices on how leading universities gain value from the FAMIS Space Survey solution.
Speakers: Andrew Williams, Executive Director Space Management & Analysis, University of Miami; Michael Fox, Director of Technology, Stanford University; Tim Koch, Systems Analyst, Iowa State University; Moderator: Tim McLean, Strategic Account Manager, Accruent
Tuesday Sessions
ProgramGuide_Sessions_T2_Tuesday.indd 14 3/15/16 1:34 PM
© 2016 Accruent, All Rights Reserved 15Insights 2016 Program Guide
11:00 am – 11:55 am
You Have Your Assessment Data, Now What? One City’s Way to Effectively Use and Maintain Data 303
Product Best Practices | VFA
Two of the biggest challenges with having data are how to use it and how to keep it up to date. Often, you are working with antiquated procedures that have never evolved, despite the dynamic environment we work in. Presumably, you are going to have to write new procedures, and with that, there is a lot of trial and error, which makes this process painful. So where do you begin? The City of Alexandria, Department of General Services, focused on three areas during the procedure writing process: capital budgeting, procurement, and project management. In this presentation, hear about the usage of the VFA system in each focus area, experiences changing internal procedures, and ensuring the integrity of the data.
Speaker: Stephanie DeFreitas, Management Analyst, City of Alexandria
How Can You Get the Most from Your Solution: Does $1 Million+ in Savings Sound Interesting? C
Thought Leadership | Expesite, LA 8, LA Cloud, REM, Retail Lease, Siterra, SLIM
This session will be facilitated by Scott Moline, Manager of Project Engineering for The Wendy’s Company. See how Wendy’s used Expesite to help them reduce energy use and save them large dollars.
Speaker: Scott Moline, Manager, Project Engineering, The Wendy’s Company
Co-Tenancy 306
Product Best Practices | LA 8, LA Cloud
Utilize Accruent to track co-tenancy clauses in your lease and reduce your rent payments! Join Tiffany Taylor, Chico’s FAS, as she shares leading practices and how she manages Co-Tenancy within LA8. Find out how the Chico’s team has been successful in reducing expenses using an Accruent product.
Speakers: Tiffany Taylor, Manager, Lease Accounting, Chico’s FAS; Melissa Spiers, Senior Account Manager, Accruent
Key:Retail TelecomEducation Corporate
Real EstatePublic Sector
Healthcare Product
ProgramGuide_Sessions_T2_Tuesday.indd 15 3/15/16 1:34 PM
16 © 2016 Accruent, All Rights ReservedInsights 2016 Program Guide
1:00 pm – 1:55 pm ROOM
Getting Good Data: Implementing Data Standardization 306
Thought Leadership | TMS
Vancouver Health Authority’s biomedical engineering team, will be sharing best practices on implementing data standardization procedures for your CMMS system. In addition, they will share key tips on how you can capture good information to turn it into data that you can use.
Speaker: Andrew Ibey, Manager, Biomedical Engineering, Providence Healthcare
Case Study: Portfolio and Lease Management with Trinity Health 304
Thought Leadership | Siterra
Lacy DeBruyn from Trinity Health will provide an overview of how the organization manages essential portfolio and lease data in a centralized data. Lacy will also highlight best practices that have helped Trinity Health save millions of dollars since implementing a centralized database.
Speaker: Lacy DeBruyn, Lease Manager, Trinity Health
Using CMMS for Your Security Needs 301
Product Best Practices | TMS
How much is that broken mag-lock costing you? Matthew Binko, Professional Services Consultant at Accruent, will bring his first-hand knowledge as a security officer at a hospital to share how expanding your CMMS to security can help you improve your security operations while saving costs and minimizing risk.
Speaker: Matthew Binko, Consultant, Accruent
Siterra Product Roadmap H
Product Information | Siterra
Learn more about upcoming Siterra features and functionality upgrades from product management as Siterra Product Manager John Leigh presents the product roadmap. With a scaled-up development team, 2016 will be the best year yet for new Siterra functionality.
Speaker: John Leigh, Senior Manager of Product Management and Marketing, Accruent
Introduction to the New 360Facility Mobile App C
Product Information | 360Facility, FAMIS Cloud
Get a sneak peek into the new app’s features and benefits that will enhance productivity for engineers and technicians in the field. The session will also review system requirements and the process to make it available for your 360 installation.
Speaker: Chris Dalia, Associate Product Manager, Accruent
Tuesday Sessions
ProgramGuide_Sessions_T2_Tuesday.indd 16 3/15/16 1:34 PM
© 2016 Accruent, All Rights Reserved 17Insights 2016 Program Guide
1:00 pm – 1:55 pm2:00 pm – 2:55 pm
Mobilizing the Facilities Workforce at Kent State 302
Thought Leadership | FAMIS, FAMIS Cloud, 360Facility
Learn how Kent State has rolled out a mobile app for managing their facilities to their workforce. Kent State’s mobile app includes a tremendous amount of functionality related to submitting requests, assigning and scheduling, timekeeping and managing their large inventory or assets and parts. Kent State uses “uber-like” features to help technicians in the field and connect with their parts delivery staff. Both technician and delivery personal can communicate they are ‘on their way’ and use the live mapping features to connect with each other in the field to transfer the parts.
Speaker: Cindy Gary, Coordinator, Service Center and Facilities Management System, Kent State
Discover Mobile! B
Thought Leadership | Expesite, LA 8, LA Cloud, REM, Retail Lease, Siterra, SLIM
Do you have users in the field that need access in the palm of their hands? Whether it’s document viewing, mark-ups, image uploads or managing user milestones and tasks, come see how Accruent is creating a mobile experience that will enable your users to do more in 2016!
Speaker: Cameron Nokes, Senior Product Manager, Accruent; Chris Smart, Manager, Product Management, Accruent; Ryan Hansen, Product Manager, Accruent
Managing Condition Assessments with VFA Auditor 303
Thought Leadership | VFA
Having trouble keeping your facility condition data up to date? There are many benefits for having current data, but many organizations do not have the tools to enable their team to do assessments. In this session you will learn more about VFA Auditor, our mobile-enabled assessment tool that helps you conduct your own assessments. We will cover a brief overview of capital planning, VFA Auditor, and a live demo of the software.
Speaker: Scott Cormier, Director, Product Management, Accruent
2:00 pm – 2:55 pm ROOM
Transforming Business with Mobile Technology 301
Thought Leadership | TMS, Siterra, VFA
Mobile has already transformed the way we do business. In this session, New York Presbyterian will share how mobile solutions have transformed their department as well as their vision for mobile in the future.
Speakers: Vijay Dargula, CMMS Manager, New York Presbyterian; Emily Hultman, CMMS Analyst, New York Presbyterian
Key:Retail TelecomEducation Corporate
Real EstatePublic Sector
Healthcare Product
ProgramGuide_Sessions_T2_Tuesday.indd 17 3/15/16 1:34 PM
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Best Practices on Equipment Management 306
Training | TMS
This instructor-led training session with Rick Joslin from Accruent will provide insight into how to use TMS to easily identify assets by risk at all levels (PMs, repairs), define assets critical to a department’s operation, show availability of mobile, high-volume assets for distribution to patient needs.
Speaker: Rick Joslin, Senior Solutions Architect, Accruent
Q&A with the Telecom Leadership Team 304
Product Information | Siterra
Accruent’s telecom leadership team will be on hand to take customers’ questions regarding all aspects of Siterra and Accruent. Please join and ask anything and everything about the current and future state of products and the strategy of the industry as a whole going forward.
Speakers: Kevin Reichle, GM Telecom, Accruent; Jason Day, RVP Telecom, Accruent; John Leigh, Senior Manager of Product Management and Marketing, Accruent; Huntley Tarrant, Senior Director of Professional Services, Accruent; Sai Machavarapu, Senior Director of Engineering, Accruent
360Facility 2015 Release Highlights H
Product Tips & Tricks | 360Facility, FAMIS Cloud
Take advantage of new functionality released in 2015 such as Work Order Mass Update, Barcode functionality for 360Facility and FAMIS Inventory, and approval functions for Purchasing. The Product Team will provide a mini demonstration of select functionality released and discuss the benefits and advantages.
Speakers: Nicki James, Manager, Product Management, Accruent; Andrew Barger, Associate Product Manager; CRE Product Team
Case Study: The Journey to FAMIS 302
Product Best Practices | FAMIS, FAMIS Cloud, 360Facility
Hear from the University of Regina about their journey to find and successfully implement an automated maintenance management system: the FAMIS solution. This session will cover the University of Regina’s search for and selection of a system, the implementation process, working with FAMIS development, and key lessons learned along the way.
Speakers: Nelson Wagner, Associate Vice-President Facilities Management, University of Regina; Kathy Junior, Systems Manager, University of Regina
Capital Planning Best Practices B
Product Best Practices | VFA
Have you wondered what a day in the life of a capital planner is like? Pete Miller from St. Louis County, MN will have a conversation with Scott Cormier in our Product Management team and take questions from the audience.
Speakers: Pete Miller, Capital Planning Manager, St. Louis County, MN; Scott Cormier, Director, Product Management, Accruent
Tuesday Sessions
ProgramGuide_Sessions_T2_Tuesday.indd 18 3/15/16 1:34 PM
© 2016 Accruent, All Rights Reserved 19Insights 2016 Program Guide
2:00 pm – 2:55 pm3:30 pm – 4:25 pm
Update on Final Lease Standards C
Thought Leadership | LA 8, LA Cloud, REM, Retail Lease, Siterra, SLIM
The FASB has issued new accounting rules that will change the way many lessees account for leasing arrangements. The new rules will be contained in a new Codification Section entitled Topic 842, with the current guidance in ASC 840 discontinued. In this session, we’ll discover some of the significant changes from the existing guidance, review several real life examples, and discuss some of the challenges with transition to the new standard.
Speaker: Charlie Shannon, Partner, Moss Adams
Expesite Core Tools/Project Management Training 303
Training | Expesite
Trixee Tsuji from Accruent Professional Services and Jeni Goolsby from Guggenheim will provide an overview for the Core Tools and Project functionality that is found within Expesite’s project management solution. Bring your questions and get answers from our Professional Service experts.
Speakers: Jeni Goolsby, Manager-Development Administration, Guggenheim; Trixee Tsuji, Consultant, Accruent
3:30 pm – 4:25 pm ROOM
Behind the Scenes with Our Support Team 306
Product Information | TMS, Siterra, VFA
Ever wonder how the support team prioritizes requests that come in? Do you know the process for escalating an issue? Join Jake Warren and members of our support team as they give you a behind-the-scenes look at support processes and provide resources to help you get your questions answered faster.
Speakers: Jake Warren, Support Manager, Accruent; Nick Spies, Support Team Lead, Accruent
TMS User Best Practices (3:30 – 5:25) 301
Product Best Practices | TMS
In this three-hour session, speak with other TMS users to learn about best practices and how to improve your use of the system. Accruent’s Services team will lead this session to answer key questions and provide insight into industry best practices for healthcare CMMS solutions.
Speakers: Rick Joslin, Senior Solutions Architect, Accruent; Bill Fink, Sr. Functional Consultant, Accruent
Key:Retail TelecomEducation Corporate
Real EstatePublic Sector
Healthcare Product
ProgramGuide_Sessions_T2_Tuesday.indd 19 3/15/16 1:34 PM
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Using Siterra to Collaborate with Industry Partners (3:30 – 3:55) 304
Product Best Practices | Siterra
Siterra can reduce your company’s operating expenses by unlocking the potential for efficient collaboration between MNOs, tower companies, and service providers. Siterra RVP Jason Day walks through strategic and tactical considerations and benefits.
Speakers: Jason Day, RVP Telecom, Accruent
Telecom Customer Fireside Chat (4:00 – 5:25) 304
Thought Leadership | Siterra
Shelly Rodie leads a panel discussion alongside a cross-section of Siterra’s customer base on the return-on-investment realized. Learn how these customers have integrated Siterra’s cost saving ability into their broader operational and IT strategy.
Speakers: Mary Evelyn Weaver, Director Shared Services, American Tower; Don Roudebush, Senior Director of Site Development, Educational Media Foundation; Shelly Rodie, Senior Director of Client Services and Strategy, Accruent
Case Study in Leveraging 360Facility for Cost Control 303
Product Best Practices | 360Facility, FAMIS Cloud
Allison Cohen of Accruent, along with Dan Minsterman and Tyler Vaughn of the JLL Global JP Morgan Chase Account, will be presenting cost control methods implemented using 360Facility which has netted a saving of over $250,000 in the first seven months alone. Dan and Tyler will walk through the problems they were facing with managing vendor work, NTE amounts, vendor out of contract costs, invoice processing and matching, the 360Facility solution implemented, and the many planned and unexpected benefits realized. The session will also include tips on their implementation strategy and other future benefits expected.
Speakers: Allison Cohen, Senior Account Executive, Accruent; Dan Minsterman, Global Performance Manager, JLL-JPMC; Tyler Vaughn, Data Manager, JLL-JPMC
Graphic Reporting in AutoCAD/Revit Reaches New Levels! 302
Sponsor Speaking | FAMIS, FAMIS Cloud, 360Facility
ACAD-Plus, Inc. will demonstrate a wealth of brand new features and tools to enhance your facilities graphic reporting abilities! FAMISCAD/AccruentCAD enhancements abound in this new version including: Color and Hatch fill editing directly from within AutoCAD, hierarchical reporting, defining and saving standard reports from directly within the software, a brand new reporting concept called Building Squares for proportional comparisons, as well as many other enhancements. We’ll also be demonstrating the latest versions of the FAMIS Revit Interface/Accruent Revit Interface. Now you can create your graphic reports directly in your 3D models!
Speaker: Glenn Seehausen, President/CEO, ACAD-Plus
Tuesday Sessions
ProgramGuide_Sessions_T2_Tuesday.indd 20 3/15/16 1:34 PM
© 2016 Accruent, All Rights Reserved 21Insights 2016 Program Guide
3:30 pm – 4:25 pm
Integrating Sustainability Into Your Facility Capital Planning H
Thought Leadership | VFA
From finding energy savings to determining how investments will affect the environment, sustainability continues to be a focus for the world’s top corporations and brands. This session highlights what challenges organizations face with managing sustainability, when to do energy assessment and modeling, how you can integrate sustainability efforts into your capital planning process, and tips for conservation techniques.
Speaker: Susan Buchanan, Senior Director, Assessment Services, Accruent
Implementing FAMIS Cloud - A Journey: Wrenches to Technology B
Thought Leadership | FAMIS
The facilities maintenance industry is evolving from turning wrenches and cumbersome manual data analysis into an era of technology, data trending, electronics, digital controls, and work order systems that function with very little human interaction. This presentation will provide an overview of the journey that Wisconsin Department of Transportation’s Facilities Services Section has been on for the past three years. Hear how the FAMIS Maintenance Management system streamlined their work order management process, provides visibility into essential data, and allows for efficient and effective data analysis and trending.
Speaker: Pat Karlen, IS Program Manager, Wisconsin DOT
Supporting Strategic Growth Utilizing the Expesite Project Management Solution C
Product Best Practices | Expesite
Shake Shack chose Expesite to manage all project-related details to help standardize development procedures across locations as well as ensure timely project completion. They have an impressive growth strategy and will share how they are using the Expesite documents and project info to bolster that growth. Come prepared to share your Expesite leading practices, as Justin will be sharing and facilitating.
Speakers: Justin Gould, Design Project Manager, Shake Shack; Trixee Tsuji, Consultant, Accruent
Key:Retail TelecomEducation Corporate
Real EstatePublic Sector
Healthcare Product
ProgramGuide_Sessions_T2_Tuesday.indd 21 3/15/16 1:34 PM
22 © 2016 Accruent, All Rights ReservedInsights 2016 Program Guide
4:30 pm – 5:25 pm ROOM
Healthcare Lease Administration: Stark Law and Reporting 306
Product Best Practices | Siterra
You’ve likely heard about the multi-million dollar fines that hospitals are facing from violating Stark Law. What does that mean for you and your lease management? In this session, learn what you can do to mitigate your risk when it comes to Stark Law.
Speaker: Michael Emmerson, Senior Sales Engineer, Accruent
Maximize Your Maintenance Management System by Integrating with VFA Capital Planning C
Product Information | 360Facility, FAMIS Cloud, FAMIS, VFA
Learn about Asset Connect, Accruent’s tool to merge the power of 360Facility or Famis Cloud with VFA Facility, turning your team into a capital planning powerhouse. See how this integration can aid you in making the repair vs replace decisions that could save your organization thousands.
Speaker: Laura Cook, Principal Product Manager, Accruent
Mobile Time: Using Mobile Devices to Automate the Collection of Daily Timesheets B
Thought Leadership | FAMIS, FAMIS Cloud, 360Facility
AppTree Software is going to show three use cases that highlight how mobile can enable you to innovate in ways you may not have thought about yet: 1) Use mobile devices to bridge the gap between simply charging labor to work orders and detailed reporting on how a mobile worker spent their day. 2) Use FAMIS to collaborate with the campus community to better manage water resources and report ADA deficiencies. 3) Learn how innovative app features can be used to crowd-source problem reports in real-time and give you a better view of what’s happening in the spaces for which you are responsible.
Speaker: Robert Guinn, CEO, AppTree
Transitioning from Condition Data to Portfolio Planning 302
Thought Leadership | VFA
You’ve completed your Facility Condition Assessment and data collection program – now what do you do? Knowing the state of your portfolio brings a new challenge of understanding the qualitative and defensible condition status and requirements that demand action. The urgent and pending systems liabilities backlog can be overwhelming, and it can easily feel like there is too much data to develop an action plan. This presentation will explore the processes and associated tools Canadian Forces Base Esquimalt and the Canadian Department of National Defence used to take control of the mass of data and develop a portfolio management program.
Speaker: Marcel Gingras, Canadian Department of National Defence - CFB Esquimalt
Tuesday Sessions
ProgramGuide_Sessions_T2_Tuesday.indd 22 3/15/16 1:34 PM
© 2016 Accruent, All Rights Reserved 23Insights 2016 Program Guide
4:30 pm – 5:25 pm
Facility Condition Assessments - Why and How to Self-Assess 303
Product Best Practices | VFA
Effective long-term capital planning begins with good facility condition data. The challenge FM professionals face is collecting the right baseline data in order to obtain funding and support strategic decisions. You have choices for gathering condition data. In this session, we’ll review your assessment options and discuss how to leverage the data once you have it. You’ll discover how to define the right condition assessment approach for your portfolio, turn data into prioritized, actionable and defendable results, and identify additional data to be collected during an assessment.
Speaker: Joe Xavier, Senior Functional Consultant, Accruent
LA Product Interactive H
Product Information | LA Cloud
This session will be facilitated by our Accruent Lease Administration Product Management team. We will share the Lease Administration roadmap, our top product priorities, and discuss the future of lease administration for Retail. Come ready to share your thoughts and expertise!
Speakers: Cameron Nokes, Senior Product Manager, Accruent; Chris Smart, Manager, Product Management, Accruent
Key:Retail TelecomEducation Corporate
Real EstatePublic Sector
Healthcare Product
ProgramGuide_Sessions_T2_Tuesday.indd 23 3/15/16 1:34 PM
© 2016 Accruent, All Rights Reserved 25Insights 2016 Program Guide
9:00 am – 10:00 am ROOM
High Performance Teams: An Executive Panel D
General Session
As the old saying goes, “The whole is greater than the sum of its parts.” Effective teams in organizations are crucial to business success. Ineffective teams can be extremely detrimental. What does a high performing team look like? How can we shape our teams to get better performance? Hear from executive customers on their experiences with high performing teams including team characteristics, members, size, organization, and more.
Speakers: Eddy Wagoner, Chief Information Officer, JLL Americas; Paul Francis, Managing Director, Modus Services; Suk Singh, Chief Development Officer, Bloomin’ Brands; Pat Podmore, Senior Vice President, Project Management, Key Bank; Moderator: Janet Vito, Senior Director, Marketing, Accruent
Accruent Pin Awards D
General Session
Join us to celebrate this year’s winner of the Accruent Pin Awards!
Speaker: Kelly Connery, CRO, Accruent
10:30 am – 11:25 am ROOM
Key Challenges for Today’s Biomed Department 304
Customer Panel | TMS
In this panel discussion with experts from Advocate Health and York Hospital, you will hear from leading biomedical engineering experts about the challenges they face in today’s biomed department, key best practices to maximize productivity, and how using a centralized database like TMS drives efficiency among their teams.
Speakers: Chad Noll, Manager, Biomedical Engineering, WellSpan York Hospital; Moderator: Bill Fink, Senior Functional Consutant, Accruent
Healthcare Product Development Process 302
Product Information | TMS, Siterra, VFA
Learn how the product and engineering teams create the roadmap, prioritize enhancement requests, and determine their focus for each release. Join Larry Shields, Product Manager for Accruent’s Healthcare industry, to gain insight into how the Product team builds new functionality and the overall healthcare product development process.
Speakers: Larry Shields, Senior Industry Product Manager, Accruent
Wednesday Sessions
Key:Retail TelecomEducation Corporate
Real EstatePublic Sector
Healthcare Product
ProgramGuide_Sessions_T3_Wednesday.indd 25 3/15/16 1:34 PM
26 © 2016 Accruent, All Rights ReservedInsights 2016 Program Guide
Siterra Project Management Part I 306
Training | Siterra
Do you want to drive permanent efficiency gains across your company using only Siterra administration tools? Compare notes with Accruent on workflow design and best practices to drive efficiency with Siterra project management. After 15 years of continuous improvement through collaboration with our customers, Siterra enables network deployment projects better than ever.
Speaker: Blake Foster, Senior Consultant, Accruent
Facility Base Business Capital Planning - Using the FCI 303
Thought Leadership | VFA
Learn how Johnson & Johnson used the Facility Condition Index as part of their facility base business capital planning process, to prioritise and allocate capital to their top 200 sites. This presentation will include a summary of how the process was designed, delivered and governed, as well as insight into the project selection process.
Speaker: Jim Kelly, Director, Asset Management, Johnson & Johnson
Utilization of Inspections in FAMIS Cloud 301
Product Information | FAMIS Cloud, 360Facility
The Inspection module allows users to actively monitor their daily routine to determine if properties and assets are maintained to the highest possible standard. Learn more about FAMIS Cloud’s Inspections module and how it can automate the inspection process to track trends, equipment readings, and improve overall asset quality.
Speaker: Chris Glanzman, Associate Product Marketing Manager, Accruent
Education Leadership Q&A B
Q&A | FAMIS, FAMIS Cloud, 360Facility, VFA
Join the Education leadership team for an industry Q&A. Representatives from Product Management, Support, Professional Services, and Engineering will join General Manager, Jeff Bolke in a panel to answer your most pressing questions.
Speakers: Jeff Bolke, General Manager, Accruent; James Millican, Senior Product Manager, Accruent; Evelyn Hulsey, Practice Leader, Accruent; Sam Hunt, Support Manager, Accruent; Tim McLean, Associate Vice President, Industry Strategy, Accruent; Chris Gutheil, Senior Manager, Engineering, Accruent
Wednesday Sessions
ProgramGuide_Sessions_T3_Wednesday.indd 26 3/15/16 1:34 PM
© 2016 Accruent, All Rights Reserved 27Insights 2016 Program Guide
10:30 am – 11:25 am
CBRE Reviews Efficiency Gains with 360Facility for the Microsoft Puget Sound Facility C
Product Tips & Tricks | 360Facility, FAMIS Cloud
Leaha Pearman from Accruent and Erin Moulesong of CBRE will highlight some recent functionality and processes implemented using 360Facility such as utilizing 360Incidents to replace four existing systems and streamline customer reporting, use of the 360Inspections module to support their Workplace Advantage touchdown space process, and utilization of 360 to track and streamline other request processes such as for IT.
Speakers: Leaha Pearman, Account Manager, Accruent; Erin Moulesong, Senior IT Manager, CBRE
Partnering with Accruent Retail H
Q&A | Expesite, LA 8, LA Cloud, REM, Retail Lease, Siterra, SLIM
Join the Accruent Retail Leadership Team, led by General Manager Bill Glass. Bill will share Accruent’s vision for 2016 and 2017, which will include insight into our product roadmap. The Retail Leadership Team will be available for questions regarding products, service and our partnership.
Speaker: Bill Glass, GM Retail, Accruent
12:30 pm – 1:25 pm ROOM
Understanding the 2016 Joint Commission Updates 307
Product Best Practices | TMS
Understanding the latest updates from the Joint Commission and how it impacts your department’s activities can be challenging. In this session, Accruent’s compliance experts Rick Joslin and Bryan Wallace will share the 2016 changes, their impact on your organization, and the steps you can take to remain in compliance.
Speakers: Rick Joslin, Senior Solutions Architect, Accruent; Bryan Wallace, Senior Director, Accruent
Global View of Healthcare with Schneider Electric 301
Thought Leadership | TMS, Siterra, VFA
From an aging population to a trend of consolidation, the world’s healthcare system is constantly changing. This session will feature Steve Nibbelink, global director at Schneider Electric, as he provides a global view of the healthcare market, including key trends driving our industry and how they will continue to impact the face of asset and facilities management.
Speaker: Steve Nibbelink, Global Director, Healthcare Security and Healthcare Alliances, Schneider Electric
12:30 pm – 1:25 pm
Key:Retail TelecomEducation Corporate
Real EstatePublic Sector
Healthcare Product
ProgramGuide_Sessions_T3_Wednesday.indd 27 3/15/16 1:34 PM
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Wednesday Sessions
The Power of a Centralized Database 303
Thought Leadership | TMS
In this Q&A session, Dan Harris from Indiana University Health will highlight the benefit of using TMS for multiple departments in your hospital, including facilities, biomed, EVS, and nutrition.
Speakers: Dan Harris, DBA/Quality Coordinator, Clinical Engineering, Indiana University Health; Moderator: Chris Lang, Senior Regional Sales Manager, Accruent
Service Provider Panel 304
Customer Panel | Siterra
Service provider leaders discuss challenges and trends in meeting client needs.
Speakers: Jared Ledet, EVP & COO, Branch Communications; Eldon Prax, Director, Radio Frequency Systems; Moderator: Brian Carlson, Senior Account Manager, Accruent
Siterra Project Management II 306
Training | Siterra
Do you want to drive permanent efficiency gains across your company using only Siterra administration tools? Compare notes with Accruent on workflow design and best practices to drive efficiency with Siterra project management. After 15 years of continuous improvement through collaboration with our customers, Siterra enables network deployment projects better than ever.
Speaker: Blake Foster, Senior Consultant, Accruent
Conversation with the Executive Suite C
Customer Panel | 360Facility, Expesite, FAMIS Cloud, VFA
A panel of leading Corporate Real Estate executives discuss what information they need to make effective decisions in Corporate Real Estate today, and the tools and technology needed for providing and leveraging information. The panel will discuss topics such as trends in Corporate Real Estate and what new type of data or tools are needed, how to utilize data to reduce costs, make faster decisions and improve client satisfaction, and form and delivery for sharing with senior leaders. Attend this session to prepare yourself and your team to support the needs and objectives of your executive team. Participate and ask your own topical questions.
Speakers: Eddy Wagoner, CIO, JLL Americas; Ken Loeber, President of Real Estate Services, Foundry Commercial; Moderator: Mike Williams, GM CRE, Accruent
ProgramGuide_Sessions_T3_Wednesday.indd 28 3/15/16 1:34 PM
© 2016 Accruent, All Rights Reserved 29Insights 2016 Program Guide
12:30 pm – 1:25 pm
What’s New With FAMIS Cloud? H
Product Information | FAMIS Cloud, 360Facility
Join FAMIS’ Product Team to see the latest FAMIS Cloud features in action. This session will highlight our 2015 development around Time Card, Purchasing, and Reporting. Attendees will learn how to enter and manage time in FAMIS, manage purchase requisitions, orders, and blanket orders, and how to generate compelling reports.
Speakers: James Millican, Senior Product Manager, Accruent; Andrew Barger, Business Analyst, Accruent
Identifying and Reducing Risk in Your Facilities 302
Product Best Practices | VFA
There are numerous types of risk faced by today’s facility managers, including life and safety, compliance, organizational reputation, security, environmental and disasters, and the potential financial impact these risks can have on an organization can be immense. Where are the greatest risks within my facilities? What can I do to prioritize that risk? How do I prioritize with limited capital dollars? Gain insights into answers to all of these questions, and more, during this session.
Speaker: Ray Dufresne, Senior Solution Architect, Accruent
Optimize Your Solution: Refine Processes & Engage Teams B
Product Best Practices | Expesite, LA 8, LA Cloud, REM, Retail Lease, Siterra, SLIM
How did Abercrombie & Fitch repurpose their solution to meet their current business needs? A few hints... they set expectations, created buy in and developed a strong partnership with Accruent. The Abercrombie & Fitch team will share their learnings and how they leveraged the solution they had already purchased to increase their return on investment.
Speaker: Nathan Rodgers, Global Procurement, Abercrombie & Fitch
1:30 pm-2:25 pm ROOM
Facility Condition Assessment Best Practices with Kaiser Permanente 303
Thought Leadership | VFA
Join Tiffany Whitfill from Kaiser Permanente as she shares best practices for establishing a facility condition assessment program for your portfolio. She will share key learnings from Kaiser’s own processes, as well as guidelines for what to assess, when you should survey, and how to establish actionable and measureable goals.
Speaker: Tiffany Whitfil, Director of Business Operations, Kaiser Permanente
1:30 pm – 2:25 pm
Key:Retail TelecomEducation Corporate
Real EstatePublic Sector
Healthcare Product
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Q&A with Hospitality Services 304
Thought Leadership | TMS, Siterra, VFA
Ever wonder about other departments in your organization that could benefit from TMS? Learn more about how it supports hospitality services in this Q&A session with Jason Simpson, Baylor Scott & White. In this session, he will share key challenges that TMS helps his team solve and the benefits of working from a centralized database across the organization.
Speakers: Jason Simpson, Hospitality Services, Site Manager, Baylor Scott & White Healthcare Systems; Moderator: Bryan Wallace, Senior Director of Strategic Accounts, Accruent
Form Design Best Practices 306
Training | TMS
In this instructor-led training session with Accruent’s Professional Services team, learn how you can improve your form design to maximize efficiency in TMS. Accruent’s Matthew Binko and Howie Benefiel will walk through key functionality and field questions about forms in TMS.
Speakers: Matthew Binko, Consultant, Accruent; Howie Benefiel, Consultant, Accruent
Challenges and Opportunities in Executing Acquisitions C
Thought Leadership | Siterra
Carrie Larson, General Counsel, CTI Towers discusses challenges and opportunities in executing acquisitions in the telecom industry. Acquisitions produce both operational and strategic challenges for management to confront, with crisp execution paramount to deal success. Constant M&A activity is a given in telecom industry today and CTI Towers has been on both sides of deals in recent years.
Speaker: Carrie Larson, General Counsel CTI Towers
Siterra Lease Administration Part I 302
Training | Siterra
Curious how a change in process, newly released functionality, or upcoming enhancements to the Siterra Lease Module might impact how your business manages their leases? We’ll spend time reviewing lease configuration options, new and upcoming lease functionality, and demonstrate best practices in Siterra lease administration.
Speakers: Sean Maguire, Professional Services Consultant II, Accruent; Dick Brown, Senior Consultant, Accruent
Wednesday Sessions
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Education and Public Sector Product Roadmap H
Product Information | FAMIS, FAMIS Cloud, 360Facility, VFA
Learn about your Accruent products’ direction and development plans, directly from our Product Management team. In this session, our product managers will discuss recent product highlights, immediate 2015 development and long term plans. Bring your questions and let’s drive these products forward together.
Speakers: James Millican, Industry Product Manager, Accruent; Nicki James, Manager, Product Management, Accruent; Scott Cormier, Director, Product Management, Accruent; Ryan Hansen, Product Manager, Accruent
Round Table - Integrating Maintenance and Capital Planning E
Round Table | 360Facility, FAMIS Cloud, FAMIS, VFA
How do you bring together maintenance and capital planning data today? What are key insights you look for to determine the current health and future priorities of your portfolio? Bring your ideas on how Accruent can help you to uncover them and share your feedback.
Moderators: Laura Cook, Principal Product Manager, Accruent; Allison Cohen, Senior Account Executive, Accruent
The Road to Comprehensive Real Estate Reporting B
Product Best Practices | LA Suite, LA 8
Does your company have a shared report library? Do you know who your report end users are and what data they need? Do you understand the time and effort needed to create meaningful reports? This session discusses the key elements of a comprehensive reporting plan: how it can help your organization eliminate silos and redundant processes, strengthen communication, and make better decisions. Please join us to learn practical steps for building a report roadmap that defines the people, skills, and reports needed to streamline the dissemination of critical data.
Speakers: Lisa Leo, Director Real Estate Administration, Chico’s; Mark Engel, Senior Solutions Architect, Accruent
System Administration (Champion) Training 301
Training | Expesite
As an Expesite System Administrator, have you wondered if there’s an easier way to do your job? In this session, Trixee Tsuji, from Professional Services will provide you with a Champion refresher/training. Learn more about security configuration to ensure users have the right viewing capabilities. Plus many more valuable tips and tricks!
Speaker: Trixee Tsuji, Consultant, Accruent
Key:Retail TelecomEducation Corporate
Real EstatePublic Sector
Healthcare Product
1:30 pm – 2:25 pm
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3:00 pm-3:55 pm ROOM
Driving Effectiveness for Your EVS Staff (3:00 – 3:25) 301
Thought Leadership | TMS
Join Accruent’s Nick Hill as he shares new technology that helps your environmental services team work more effectively to automate bed cleaning cycles and gain real-time visibility into bed management.
Speaker: Nick Hill, Account Executive, Accruent
Improving Technician Efficiency with Sidekick (3:30 – 3:55) 301
Product Information | TMS
Michael Emmerson, Senior Sales Engineer, will provide an overview of the Sidekick app and how it extends the functionality of TMS into the field. In addition, view a live demonstration of Sidekick in action to understand how it can drive efficiency and productivity for your organization.
Speaker: Michael Emmerson, Senior Sales Engineer, Accruent
Database Standardization 304
Training | TMS
Join Bill Fink to increase your knowledge as to how you can standardize your data in TMS in order to meet your reporting needs in your organization. This session will cover best practices on how to clean up your data – and keep it clean – with the tools already in TMS.
Speaker: Bill Fink, Senior Functional Consultant, Accruent
Telecom Infrastructure IT Ecosystem 303
Product Best Practices | Siterra
Chris Crews, Senior Manager at American Tower, explains how Siterra fits with other infrastructure-related systems and best practices for integration. American Tower has made Siterra a central component of its tower management system strategy and are maximizing its use for a tower company application.
Speakers: Chris Crews, Senior Manager, Softare Development, American Tower; Shelly Rodie, Senior Director, Accruent
Wednesday Sessions
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3:00 pm – 3:55 pm
Siterra Lease Administration Part II 302
Training | Siterra
Curious how a change in process, newly released functionality, or upcoming enhancements to the Siterra Lease Module may impact how your business manages their leases? We’ll spend time reviewing lease configuration options, new and upcoming lease functionality, and demonstrate best practices in Siterra Lease Administration.
Speakers: Sean Maguire, Professional Services Consultant II, Accruent; Dick Brown, Senior Consultant, Accruent
Security Compliance Overview, Available Functions and Q&A for 360Facility, FAMIS Cloud, and Expesite C
Thought Leadership | 360Facility, Expesite, FAMIS Cloud
As security compliance concerns increase and data security breaches continue to make headlines, join Steven Hess, Security Manager for Accruent, as he provides an overview of how Accruent ensures compliance with industry standards such as SSAE16 / SOC, ISO27001 and NIST guidelines. Learn about Accruent’s world class architecture, designed with redundancy and effective and efficient recovery in mind. Finally, Accruent will provide an overview of additional modules and enhanced security features available within Accruent’s product offering.
Speaker: Steven Hess, Security Engineer, Accruent
Round Table - Preparing for Migration (3:00 – 4:25) 306
Round Table | FAMIS
This presentation/round table discussion will review some of the objectives that FAMIS on-premise IT technicians should concsider in order to maintain FAMIS and the FM data infrastructure in the years to come. With diagrams and timelines, we will review some of Brown University’s FAMIS integrations and assorted IT projects that will come along with FAMIS Cloud, and what Brown is doing to prepare for integration. Speaker Scott Lloyd will also open up the discussion with members of the audience for ideas and stories about their preparations.
Moderator: Scott Lloyd, Database Administrator, Brown University
Round Table - FAMIS E
Round Table | FAMIS Cloud, 360Facility
Join FAMIS Product Managers to discuss product direction, business requirements, and industry trends around Maintenance Management, Inventory Control, and Space Management.
Moderators: James Millican, Industry Product Manager, Accruent; Nicki James, Manager, Product Management, Accruent; Andrew Barger, Business Analyst, Accruent; Chris Glanzman, Associate Product Marketing Manager, Accruent
Key:Retail TelecomEducation Corporate
Real EstatePublic Sector
Healthcare Product
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Round Table - VFA E
Round Table | VFA
Join Product Managers who represent Accruent’s capital planning software offerings for a live discussion on product direction. You will have the ability to share your requirements for capital planning, assessments, and FacilityView directly with Accruent Product Management and get the opportunity to learn what your peers are accomplishing in these areas.
Moderators: Scott Cormier, Director Product Management, Accruent; Laura Cook, Principal Product Manager, Accruent
Round Table - VisionPM E
Round Table | FAMIS, FAMIS Cloud, 360Facility
Join VisionPM Product Managers to discuss product direction, business requirements, and industry trends around project management, document management, bidding, budgeting, and fund tracking.
Moderator: Ryan Hansen, Product Manager, Accruent
Keeping Up with the Joneses? Heck No, Let’s Do It Better! H
Product Best Practices | Expesite, LA 8, LA Cloud, REM, Retail Lease, Siterra, SLIM
What’s the number one question Accruent Account Managers hear from Real Estate executives? What are the leading practices (people, process, technology) that your other clients are utilizing? Join us for this interactive session as we share what we’ve learned. Then return to work on Friday with a toolbox of practices that you can implement immediately and provide value to your business.
Speakers: Fran Stevenson, Director of Strategic Accounts, Accruent; Retail Account Management Team
Wednesday Sessions
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3:00 pm – 3:55 pm4:00 pm – 4:55 pm
4:00 pm – 4:55 pm ROOM
Round Table - Mobile Adoption A
Round Table | TMS, Siterra, VFA
Join healthcare customers in a round table discussion about key trends and challenges that are facing our industry today to share ideas and best practices of how you are facing these issues. Discussion topic for this group will be Mobile Adoption.
Moderator: Larry Shields, Senior Industry Product Manager, Accruent
Round Table - The Aging Workforce A
Round Table | TMS, Siterra, VFA
Join healthcare customers in a round table discussion about key trends and challenges that are facing our industry today to share ideas and best practices of how you are facing these issues. Discussion topic for this group will be The Aging Workforce.
Moderator: Bryan Wallace, Senior Director, Strategic Accounts, Accruent
Round Table - Data Standardization A
Round Table | TMS, Siterra, VFA
Join healthcare customers in a round table discussion about key trends and challenges that are facing our industry today to share ideas and best practices of how you are facing these issues. Discussion topic for this group will be Data Standardization.
Moderator: Michael Emmerson, Senior Sales Engineer, Accruent
Mastering Reporting for Healthcare Lease Administration 302
Training | Siterra
In this instructor-led session, learn about how you can master reporting. Accruent’s RIck Joslin will provide insight into the reporting platform in TMS and help you learn the most commonly used reports, how to generate your own reports, and tips and tricks to make reporting an easier part of your day.
Speaker: Rick Joslin, Senior Solutions Architect, Accruent
Key:Retail TelecomEducation Corporate
Real EstatePublic Sector
Healthcare Product
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Getting People Working on Siterra Projects 301
Training | Siterra
Put your teams to work on projects with less administrative hassle through intelligent use of permissions, vendor access, and work assignment functionality in Siterra.
Speakers: Randy Gibson, Senior Consultant, Accruent; Wes Schultz, Consultant, Accruent
ISO 55000 & Asset Management - A Holistic Approach 303
Thought Leadership | 360Facility, FAMIS Cloud, FAMIS, VFA
Wondering how you could become ISO 55000 compliant? Understand how Sodexo is taking a holistic approach to incorporate capital planning with facility maintenance costs from concept to certification.
Speaker: Nick Fioravante, Senior Director Technical Services, Sodexo
Round Table - FAMIS E
Round Table | FAMIS Cloud, 360Facility
Join FAMIS Product Managers to discuss product direction, business requirements, and industry trends around Maintenance Management, Inventory Control, and Space Management.
Moderators: James Millican, Vertical Product Manager, Accruent; Nicki James, Manager, Product Management, Accruent; Andrew Barger, Business Analyst, Accruent; Chris Glanzman, Associate Product Marketing Manager, Accruent
Round Table - VFA E
Round Table | VFA
Join Product Managers who represent Accruent’s capital planning software offerings for a live discussion on product direction. You will have the ability to share your requirements for capital planning, assessments, and FacilityView directly with Accruent Product Management and get the opportunity to learn what your peers are accomplishing in these areas.
Moderators: Scott Cormier, Director Product Management, Accruent; Laura Cook, Principal Product Manager, Accruent
Wednesday Sessions
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4:00 pm – 4:55 pm
Round Table - VisionPM E
Round Table | FAMIS, FAMIS Cloud, 360Facility
Join VisionPM Product Managers to discuss product direction, business requirements, and industry trends around project management, document management, bidding, budgeting, and fund tracking.
Moderator: Ryan Hansen, Product Manager, Accruent
Is Your Lease Solution FASB-Ready? C
Product Information | LA 8, LA Cloud, REM, Retail Lease, Siterra
Chris Smart, Accruent product and lease administration expert, will share how Accruent can assist you in being FASB compliant ...quickly! How can utilization of the Accruent products make this change easy for your company? What does the new functionality look like and how will you use it?
Speaker: Chris Smart, Manager, Product Management, Accruent
Key:Retail TelecomEducation Corporate
Real EstatePublic Sector
Healthcare Product
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Thursday Sessions
9:00 am – 10:00 am ROOM
Advocacy: Selling Your Ideas In an Organization D
General Session
Dr. John Daly, Ph.D., Speaker
It is never enough to have a great idea. You also have to “sell” that idea. Leaders have to generate commitment to their initiatives. All of us need to persuade people at times. In this session you will gain some practical ways to effectively advocate for your ideas. What does it take to get people to “buy” your notions in the workplace or even at home.
10:30 am – 11:25 am ROOM
Q&A with Healthcare Leadership Team 304
Q&A | TMS, Siterra, VFA
Join the Healthcare leadership team as they talk about the future of healthcare at Accruent. The session will feature Jason Beem, General Manager; Pierre Harrison, Regional Vice President of Sales; Larry Shields, Industry Product Manager; Jake Warren, Support Manager for Healthcare; and Bryan Wallace, Denior Director of Strategic Accounts. Get all of your questions answered about Accruent’s healthcare products.
Speakers: Jason Beem, GM Healthcare, Accruent; Pierre Harrison, RVP Sales, Accruent; Travis Skidmore, Senior Director, Professional Services, Accruent; Larry Shields, Senior Industry Product Manager, Accruent; Bryan Wallace, Senior Director, Accruent; Jake Warren, Support Manager, Accruent
Best Practices for Siterra Document Organization (10:30 – 10:55) 303
Training | Siterra
Explore the power of managing and organizing documents in Siterra. We will share strategies for making Siterra your go-to resource for storing, approving, and revising any document. This session will also cover best practices for faster navigation and reduced administrative work.
Speakers: Calvin Strahorn-Brown, Consultant, Accruent
Key:Retail TelecomEducation Corporate
Real EstatePublic Sector
Healthcare Product
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New Project Management Functionality (11:00 – 11:25) 303
Training | Siterra
Siterra has made wide-ranging improvements to the Siterra Project Management module. Have your workflows kept up? Recent enhancements have addressed key issues like eliminating redundant data entry, increasing execution flexibility while maintaining standards and documentation, and effective collaboration at a large scale.
Speaker: Blake Foster, Senior Consultant, Accruent
Customer Panel: Leveraging 360Facility to Manage Teams and Vendors H
Customer Panel | 360Facility, FAMIS Cloud
Gain insights from JLL and Med Express on how they leverage 360Facility to manage their teams and vendors. In this session, customers will share how they’ve been able to reduce costs and gain efficiencies by better managing their KPIs, SLAs, vendor agreements, performance and more, all through using 360Facility reporting and real-time dashboard capabilities.
Speakers: Pedro Vasquez, Account Executive, Capital One / JLL; Tammy Harden-Kent, Director, Procurement, MedExpress; Moderator: Chris Detrich, Regional Vice President, CRE, Accruent
FAMIS Classic Tips & Tricks C
Product Best Practices | FAMIS
Join product expert Brad Richardson as he shows you how to navigate FAMIS Classic like a pro! Brad will be covering things like quick picks vs favorites, right mouse usage, advanced queries, and other day-to-day tips that will make any FAMIS Classic user’s life a little easier.
Speaker: Brad Richardson, Senior Solutions Architect, Accruent
How to Track Energy Usage and Potential Savings in VFA.facility 306
Training | VFA
This training session will demonstrate how VFA.facility allows organizations to collect the data associated with Green Building and energy initiatives in order to estimate the costs and simple payback, and the resource savings potential of sustainable building construction and operations.
Speaker: Susan Buchanan, Senior Director, Assessment Services, Accruent
Thursday Sessions
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10:30 am – 11:25 am
Leveraging Workflow and Form Features to Increase Efficiency and Productivity 301
Training | Suite
Hear from our Accruent Suite experts as they shed light on some of the more uncommon form and workflow features designed to streamline processes, data collection, and reporting. These features will include: Publish to Universe, Workflow version control, Workflow email notifications, and Completing Workflow tasks through email.
Speakers: Kendric Nagy, Senior System Analyst, Accruent; Rick Hendrickson, Support Engineer, Accruent
Expesite Cost Tracking Training – Budgeting 302
Training | Expesite
Accruent Professional Service experts will provide you with an overview for the Budget functions found within Expesite’s project management solution. The Budgeting tool provides the ability to create, approve, and track estimated project costs. Bring your questions and get answers from our experts.
Speakers: Randy Kleinman, Senior Consultant, Accruent; Brian Chang, Consultant, Accruent
11:30 am – 12:25 pm ROOM
2016 Healthcare Roadmap 304
Product Information | TMS, Siterra, VFA
Larry Shields, Industry Product Manager for Healthcare, will highlight the 2016 healthcare roadmap and discuss key functionality that can be expected this year and in future releases. Learn about key functionality in development and planned for future development across Accruent’s healthcare suite, including SiteFM, Siterra, TMS, and VFA.
Speaker: Larry Shields, Senior Industry Product Manager, Accruent
Siterra Reporting Part I 303
Training | Siterra
Whether you’re a novice or a seasoned pro, come learn about designing, creating, and editing reports in Siterra. From the power of “Web Pro” tools to build documents and dashboards, to the accessibility of reports for every user, this session will explore everything that Siterra Reporting has to offer.
Speaker: Scott Baron, Senior Manager, Professional Services, Accruent
11:30 am – 12:25 pm
Key:Retail TelecomEducation Corporate
Real EstatePublic Sector
Healthcare Product
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Road to Success (2016 Roadmap for 360Facility, Expesite, VFA Facility) H
Product Information | 360Facility, Expesite, FAMIS Cloud, VFA
Learn what the future has in store for your favorite Accruent products. Product Managers from 360Facility, Expesite, and VFA Facility will share the product direction and provide insights into potential upcoming features in 2016.
Speakers: Nicki James, Manager, Product Management, Accruent; Laura Cook, Principal Product Manager, Accruent; Ryan Hansen, Associate Product Manager, Accruent
FAMIS Cloud Tips & Tricks C
Product Best Practices | FAMIS Cloud, 360Facility
Product expert Leanne Joseph will show you tips & tricks to help you improve your utilization of FAMIS Cloud and 360Facility. Leanne will teach you how to navigate through the product more quickly, create the reports you need to manage your business, save searches for rapid form access, and enable new features from each release.
Speaker: Tracey Hartog, Senior Project Manager, Accruent
Maximizing Your Use of Budgets, Forms, and Workflows 301
Training | Suite
Trixee Tsuji, Professional Services will share with you how to get the most out of Budgets, Forms, and Workflows, as well as show you how the bid process utilizes them.
Speaker: Trixee Tsuji, Consultant, Accruent
Expesite Cost Tracking Training – Bidding 302
Training | Expesite
Accruent Professional Service experts will provide you with an overview for the Cost Tracking Bidding functions found within Expesite’s project management solution. The Bidding tool provides a streamlined way to request, receive, and analyze vendor bids electronically. Bring your questions and get answers from our experts.
Speakers: Randy Kleinman, Accruent; Brian Chang, Accruent
1:30 pm – 2:25 pm ROOM
Using TMS to Inform Critical Support Departments 301
Training | TMS
Learn how you can use TMS to provide critical departments (Emergency Rooms, Surgical suites, Operating Rooms, etc.) with visibility of open tickets, equipment availability, and maintenance history of assets.
Speaker: Howie Benefiel, Consultant, Accruent
Thursday Sessions
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11:30 am – 12:25 pm1:30 pm – 2:55 pm
Dashboards and Custom Reports 302
Training | TMS
Learn how you can use TMS Dashboards to better manage your department. Show them some advanced Dashboards that have that “wow factor!”
Speaker: Rick Joslin, Senior Solutions Architecht, Accruent
Siterra Reporting Part II 303
Training | Siterra
Whether you’re a novice or a seasoned pro, come learn about designing, creating, and editing reports in Siterra. From the power of “Web Pro” tools to build documents and dashboards, to the accessibility of reports for every user, this session will explore everything that Siterra Reporting has to offer.
Speaker: Scott Baron, Senior Manager, Professional Services, Accruent
Customize Your 360Facility and FAMIS Work Order Email Messages and Print Formats (1:30 – 3:25) H
Training | 360Facility, FAMIS Cloud
Did you know that you can customize the work order print and email message formats to add or remove data specific to your requirements? We will review how to modify work order print and email formats, work with Tokens, and review some useful fields to include such as Asset Warranty Expiration Date, Asset Last Maintenance Date, Asset Last PM Readings, Requester details, and more. The class will be hands-on with lots of practice to make you a pro! (This is base package functionality.)
Speakers: Jaime Hadley, Project Manager, Accruent; Tracey Hartog, Senior Project Manager, Accruent
Make the Most of Inspections with FAMIS and 360Facility (1:30 – 3:25) C
Training | 360Facility, FAMIS Cloud
The Inspections module is highly configurable and can be used for a wide range of activities such as Property, Janitorial, Emergency Lighting, compliance inspections, and PM Readings. The Accruent trainer will walk you through a detailed hands-on session explaining the different inspection types and how to create them, configuration options, scoring, and notifications. The trainer will also cover how to create corrective action work orders, and use the Inspection dashboard and reports.
Speakers: Patti DeFarno, Senior Project Manager, Accruent; Brad Richardson, Senior Solutions Architect, Accruent
Key:Retail TelecomEducation Corporate
Real EstatePublic Sector
Healthcare Product
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How to Create and Implement a Capital Budget Strategy in VFA.facility 304
Training | VFA
A demonstration of how VFA.facility allows organizations to create a Ranking Strategy in order to define and weigh criteria for evaluating capital projects. The session will cover understanding the process of developing a Pairwise Ranking Strategy, how to identify and define the criteria that will help to recognize your organization’s priorities, a walkthrough of the Pairwise Comparison of Requirement attributes, how Requirements are scored and how those Requirements may be bundled into Projects for execution.
Speaker: Ray Dufresne, Senior Solution Architect, Accruent
2:30 pm – 2:55 pm ROOM
Siterra Asset Tracking 303
Training | Siterra
Learn how to leverage Siterra’s Asset Module to track and manage thousands of assets across countless sites. During this session, we will take a deep dive into tools that allow Siterra users to manage the entire lifecycle of their assets.
Speakers: Calvin Strahorn-Brown, Consultant, Accruent; Chuck Nicholson, Consultant, Accruent
3:00 pm – 3:25 pm ROOM
Building Smarter Siterra Forms for a Faster Workforce 303
Training | Siterra
Discover ways to save employee time through deliberate and smart Siterra form design. Effective form design eliminates opportunities for user confusion, bad data entry, and broken processes. Share notes with Siterra professional services to discover the dynamic forms that will elevate your operations to a new level.
Speaker: Randy Gibson, Senior Consultant, Accruent
Thursday Sessions
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1:30 pm – 2:55 pm4:45 pm – 5:40 pm
3:45 pm – 4:40 pm ROOM
Siterra Admin Best Practices and Open Q&A 303
Training | Siterra
Curious about a tool or feature in Siterra that you haven’t used before? Wondering about the best way to reconfigure you workflow template based on requests from your business? Have any other administrative questions? We’ll review often overlooked features and show you best practices to improve efficiencies and automation no matter what module(s) you use in Siterra.
Speakers: Scott Baron, Senior Manager, Professional Services, Accruent; Dick Brown, Senior Consultant, Accruent; Blake Foster, Senior Consultant, Accruent; Canyon Browning, Associate Manager, Engineering Services, Accruent
4:45 pm – 5:40 pm ROOM
Siterra Integrations 303
Training | Siterra
Make data management easier and increase visibility across your company by integrating Siterra with other software systems. The Siterra engineering services team will provide an overview of options and answer questions about your potential opportunities for integration.
Speakers: Canyon Browning, Associate Manager Engineering Services, Accruent, Meggan Larson, Professional Services Engineer, Accruent
Key:Retail TelecomEducation Corporate
Real EstatePublic Sector
Healthcare Product
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