The Journey“What Works”

Pat PodmoreSenior Vice President, Director of Project Management Office

KeyBank

Welcome

Mike Williams

General Manager, CorporateReal Estate Services

Accruent

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About Accruent

Largest provider of real estate and facilities software globally

­ Capital Planning­ Project Management­ Lease Administration­ Space Planning­ Facilities Management­ Mobile Workforce Management

WE SHAPE THE WORLDAROUND US

“ ”

Today’s Featured Speaker

Pat Podmore

Senior Vice President, Director of Project Management Office

KeyBank

About KeyBank

• Founded in 1825• Regional Bank - Ranked #13• > 1200 Retail Branches in 17 states• > 100 Corporate Offices• Headquarters in Cleveland, OH• Recently acquired First Niagara Bank• $140 Billion combined company

Today’s Agenda

• The KeyBank & Accruent Partnership…

• Problems to Solve

• Lessons Learned

• Tips for Success

• Summary – Putting It All Together

• Q&A

The KeyBank & Accruent Partnership…

2010Acquired Expesite

Software for Project Tracking

Implemented­Corporate/Retail­Project­Management

2013Added

Management of Facilities

Projects

2013Expanded to add the Financials/

Budgets Module

2016First Niagara Acquisition Added $96 Million in Project and

Financial Tracking

Today’s Agenda

• The KeyBank & Accruent Partnership…

• Problems to Solve

• Lessons Learned

• Tips for Success

• Summary – Putting It All Together

• Q&A

Polling Question: Do you have any of these challenges?

Lack of scalability

Milestone management

Limited financial interfacing/integration

Manual tracking (e.g. spreadsheets)

Poor reporting

Scheduling and cost misses

Problems to Solve…

Corporate­Real­Estate’s­Lack­of­Scalability

Manual­Tracking­/­Excel­Spreadsheets

Minimal­Milestone­Management

Poor­Reporting

Limited­Financial­Interfacing­/­Integration

Schedule/Cost­had­Significant­Misses­

Key Results

Before & After

Savings$6mm­over­budget

6 years of hitting annual project budget

Accuracy6­months­behind­schedule 6 years on schedule

Productivity300­projects

1000 projects overnight (current acquisition)

Efficiency23­project­managers 2 engagement managers

Today’s Agenda

• The KeyBank & Accruent Partnership…

• Problems to Solve

• Lessons Learned

• Tips for Success

• Summary – Putting It All Together

• Q&A

Polling Question: How many templates do you currently use?

0 (i.e. still using spreadsheets)

1 - 2

3 - 9

10 or more

Lessons Learned…

Lots of Templates

Polling Question: How many milestones per template do you currently use?

10 or fewer

10 - 20

20 or more

Lessons Learned…

As many Milestones per Template as needed

Lessons Learned…

Stakeholders want to save multiple documents

Lessons Learned…

Every Resource Needs Special Role / Access

Polling Question: Can you run all your programs on one template?

Yes

No

Where Are We Today?…

One size CAN fit all, if you know the capability

of the tool

Today’s Agenda

• The KeyBank & Accruent Partnership…

• Problems to Solve

• Lessons Learned

• Tips for Success

• Summary – Putting It All Together

• Q&A

Tips for Success…

Include all your projects & quantities (it’s scalable)

Make it configurable for all your programs/ initiatives

Minimal support staffing needed

Self service for all clients/vendors

Define all programs/ synergies early on

Today’s Agenda

• The KeyBank & Accruent Partnership…

• Problems to Solve

• Lessons Learned

• Tips for Success

• Summary – Putting It All Together

• Q&A

Summary…

• Understand Line of Business Needs

• Understand Client Needs (Internal/External)

• Understand Vendor Needs

• Align “A” Team for Development/Rollout

• One Size Can Fit All

• Be Open Minded

-­Nimble­--­Supportive­-­-­Flexible­-­

Summary…

for­all­your­project­needs

Today’s Agenda

• The KeyBank & Accruent Partnership…

• Problems to Solve

• Lessons Learned

• Tips for Success

• Summary – Putting It All Together

• Q&A

FOR MORE INFORMATION:

Pat Podmore, KeyBankPatrick_A_Podmore@KeyBank.com

Mike Williams, Accruentmwilliams@accruent.com

or sales@accruent.com

Questions?

linkedin.com/company/accruent twitter.com/accruent facebook.com/accruent accruent.com/blog

Thanks!