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