Agenda

CMiC continues to push the envelope with its embedded analytics capabilities. From kicking off 2022 with a study on the use cases of predictive analytics, followed by several feature enhancements to equip teams to do more with analytics from any device, the power of analytics has really gained momentum.

This session will provide a recap of last year’s developments, key case studies based on customer feedback, and the anticipated reveal of an exciting new project which focuses on job costing and predictive analytics!

By attending this session, attendees will learn how to:

1. Design dashboards that are mobile friendly.

2. Run robust reports for subcontractors.

3. Track equipment accurately.

4. Make the analytics canvas your own.

Tracking vacation time or sick days doesn’t have to be a paper-based, manual process. In fact, there are cutting edge tools allow in market where employees can quickly request vacation time or sick leave and get real-time updates on how many days they've accrued. CMiC offers a newly designed vacation request module in our Employee Self-Service (ESS) application. This app, which enables users to review current time off balances and requested time off, allows them to submit them to their managers for approval. In addition, users can review, edit, or recall requests prior to them being submitted. The requested days are calculated by removing weekends and holidays and the future requests are categorized as planned leave. After a manager views the request within the ESS APP and approves it, they can also review who is on vacation. The approved leaves synch with the employee timesheet and are ready for payroll to be posted. The delegate feature allows for submitting vacation requests to functional managers, in lieu of the employee’s direct manager.
Learning objectives:

By attending this session, participants will learn:

1. How to configure leave for ESS

2. How to request and submit a leave request

3. Specifics around the Leave Approver workflow

4. The Manager & HR view for leave approval

5. How to delegate a leave approval request

Join Gord Rawlins, President, and CEO of CMiC, in this open discussion, which focuses on emerging trends in the industry, and could potentially have an impact on construction ERP (Enterprise Resource Planning) platforms in the future. In addition, Gord will share some of his insights and his views on how this will affect CMiC's product and service offerings.

This interactive session, which is designed to be thought-provoking, will be beneficial to professionals involved in corporate planning or in developing information strategies within their organizations. This session will prove useful to those who are interested in contributing to CMiC's product vision and future priorities.

By attending this session, you will learn:

1. Emerging technologies and their potential impact on the construction industry – e.g. the evolution of BIM (4D), which will accelerate project delivery.

2. The evolving role of mid-management and site supervisors (as robust tools makes their roles more strategic and less operational).

3. Regional trends in construction (e.g. MENA – rapid growth in Saudi Arabia)

Building Information Modeling (BIM) software has become a necessity that brings inclusive benefits to your construction projects. At each part of the construction process, CMiC’s BIM 3D Viewer provides the ability to digitize projects from design to construction. This session will demonstrate how BIM is utilized throughout a project lifecycle within an ERP. Participants will experience how to:

- Utilize 3D models in CMiC

- Examine workflows in the 3D viewer

- Obtain model data when and where needed

With deteriorating margins and increasing competition, managing your resources effectively has become critical to improving the performance of construction companies, regardless of size.

In this session, Chet Kuchyt, Product Manager for Project Controls, will show you how to plan and forecast your labor and equipment resources using CMiC Resource Planning and GC Monitor.

What you can expect to learn:

1. How to use CMiC Resource Planning to manage the allocation of labor and equipment resources across your projects.

2. How to use the CMiC GC Monitor to view current and forecasted costs and billings of your resource allocation.

3. How different control options impact the behavior of GC Monitor and Resource Planning.

If you are curious to learn how a self-performing contractor manages their equipment lifecycle through the CMiC Equipment Management application, this session is for you.

In this session, Eugene Eshbach will cover how teams at Allan Myers manage their equipment lifecycle within the CMiC platform — effectively and accurately.

By attending, you will learn how to complete:

1. Key setups, and equipment setups

2. Maintenance processes (e.g., maintenance calendars, work orders).

3. Weekly processes (e.g., daily equipment logging in timecards, daily dispatch to track location and status).

4. Weekly equipment utilization reviews, weekly equipment scheduling and equipment reconciliation, as well as monthly processes (e.g., Asset depreciation)

5. Key reporting, logs, analytics, and queries (e.g., equipment utilization, one liner, equipment locater, job cost charges).

Workflow automation provides security and guaranteed outcomes in an ERP system where process flows are essential. It is always working behind the scenes to make sure that the correct person is notified at the appropriate time to make data-driven decisions. Clients will share successful use cases of high impact workflows and efficiencies in this session. Participants of this session will:

1. Relate how clients use the product in their work

2. Identify savings and efficiencies as benefits of workflow automations

3. Preview the new workflow builder

No ERP solution or program has a solution for every business problem, but there are often creative ways to use existing programs to solve niche problems. In this session we will explore how Bartlett Cocke tracks warranty costs in a project, uses CMiC issues to create warranty items, uses PCI imports to help establish budgets for special projects, and uses PCI imports to aid in Contract Forecasting

Learning objectives include:

1. Review key processes that help manage warranty costs at the company, region, and project level.

2. Learn how warranty items are tracked on projects and reported on.

3. Explore two diverse ways we use the Import PCI tool.

Join Gord Rawlins, President, and CEO of CMiC, in this open discussion session, which focuses on the numerous ways the CMiC ERP platform can yield high impact results to construction firms — enterprise-wide. He will also provide an overview of how CMiC software has been designed to deliver flexibility and support various visions for deployment. Given this session’s interactive format, participants will be given the opportunity to share how they are using CMiC and related third-party products in resourceful ways to positively impact their organizations.

This session will serve as a refresher of the various configuration and integration options available within CMiC, as well as provide attendees an opportunity to expand their vision of how CMiC can be used more effectively within their organization in the future.

During this session, we will look at scenarios where analytics were leveraged and applied by CMiC customers. This helped provide solutions to their data pain points, increased accountability for their business processes and ensured the accuracy of their data.

By attending this session, participants will learn how to:

1. Create new CMiC processes

2. Review recent transaction records by employing a window SQL statement

3. Use key pivots to provide a relevant personalization of the data, access the card view and apply calculated fields

4. Leverage the launch feature and use combinations of filters, to ensure that your data is accurate

Things are changing!

We are thrilled to announce a brand-new version of our applications aptly named “Construct.” This brand name applies to our products that are using our latest technology and offers a seamless UX (user experience) across all devices.

Many customers are interested in migrating to the new family of Construct branded products such as Project Management (PM) and Human Capital Management (HCM). This session will outline our overall strategy for Construct and explore how you can take advantage of these new versions.

This is what attendees can expect to learn by attending this session:

1. The features and benefits of our Construct product offering.

2. How to maximize the use of these new product versions.

3. How to ensure a smooth rollout to your teams.

4. The product roadmap for Construct.

5. Insights from our featured case study: Implementing Construct – Drawing Management.

Accurate cost and budget tracking is critical to the overall success of a construction project. As such, CMiC’s Contract Cost Forecasting allows design and construction companies to track costs and budgets in real-time to ensure that revenue and profit projections are being captured accurately.

Our accounting tools facilitate the seamless transition between accounts payable or accounts receivable and our construction budget tracking software ensures that project costs and budgets are updated real-time.

Here are the key learning objectives of this session:

1. Understand how our software solution updates budgets and costs in real-time.

2. Learn how the CMiC Cost Forecasting tool works with different contract types and how it feeds into projections.

3. Learn how to use a potential change item workflow.

4. Learn how to use the open items list using our software.

5. Learn which technologies our integrated Design Builder uses for financial and document control.

Join Gord Rawlins, President, and CEO of CMiC, in this Open Discussion session focusing on how CMiC customers are currently utilizing data generated from within the CMiC system, as well as their plans for the increased use of this data in the future. Gord will present his thoughts related to current possibilities and recommendations, and opportunity will be given for those in attendance to describe how they are currently utilizing CMiC data and where they are seeing the greatest impact. This session will also allow attendees to participate in a discussion related to the development and monitoring of any Key Performance Indicators they feel would be useful as part of any construction company's corporate data strategy.

By attending this session, you will learn:

1. How to leverage and apply real-time data to make informed, data-based strategic decisions.

2. How the right technology solution can help your firm measure KPIs by functional area (e.g. HR – voluntary attrition).

3. How customer-facing teams can use data to provide an exceptional customer experience (e.g. Customer Success: growth over the contract term).

CMiC’s Construction ERP includes a lot of features. With such a large product, it can be difficult to keep up with everything we have to offer. This will be a “rapid fire” session on some of our favourite tips and tricks to get the most out of CMiC. Our goal is for you to walk away from the session with 2-3 new features/tricks that you can take back your company and help your end users get even more value out of our product.

Examples of Tips/Tricks:

- Setting up an Auto Cold Storage Trigger to automatically generate reports

- Default Log Configuration in Enterprise and Field

- Excel Imports for GL Budgets

- Read Only ADF Logs for Faster Load Times

- Custom Logs in Field from Query Builder, and Custom Trains

Abstract Coming Soon...

CMiC’s expanding Strategic Integrations elevate our customer journey through an integrated technology experience. The enhanced functionality we offer through our integration and technology partners enable clients to create bespoken processes that address their specific and unique needs. Similarly, vendors can integrate their systems with CMiC for synchronized, on demand data that reduces repetitive tasks and creates more time for critical work. During this session, panelists will share how their goals were achieved through integrations using CMiC’s Open Enterprise architecture. Our panelists will exchange their perspectives and experiences on the following topics:

1. CMiC’s new partnerships to expand our service management offering and deliver enhanced business value

2. Strategic integrations for organizational interoperability through CMiC’s Open Enterprise architecture

3. Vital steps to eliminate dual entry, ensure information integrity and reduce data latency when integrating third-party applications

Are you a power user of Analytics? For those with Premium Cloud or have purchased Catalog Builder separately, it has many capabilities that make life easier for report creators and end users. In this learning lab, we will go through the process of creating enhanced reports by leveraging the power of Catalog Builder.

Learning Objectives:

1. Keeping your copy of the Data Source up to date using “Compare Data Sources”

2. Adding and moving folders, and creating new joins

3. Creating calculated fields to aggregate data and to link to CMiC screens

4. Creating a folder using an existing query, and saving it to your data catalog

Without a graphic representation of what must be built, construction projects would be difficult to complete. Clear and concise construction drawings are vital to get through a project and are used to communicate the technical details in a generic format. In this learning lab, we will be conducting a hands-on training session demonstrating CMiC’s Drawing Management feature. Using the new Discipline Maintenance Page introduced earlier this year, we will walk through how to upload your drawing sets and share them with users.

Learning Objectives:

1. Understand how to set up the Discipline Maintenance Page

2. Learn how to upload your drawing set

3. Learn how to share drawings with other users