KeyBank Accruent Expesite Case Study
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Transcript of KeyBank Accruent Expesite Case Study
The Journey“What Works”
Pat PodmoreSenior Vice President, Director of Project Management Office
KeyBank
Welcome
Mike Williams
General Manager, CorporateReal Estate Services
Accruent
If There Are Technical Questions
Type your question here
To Ask a Question
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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
linkedin.com/company/accruent twitter.com/accruent facebook.com/accruent accruent.com/blog
Thanks!
