2008 International ARCHIBUS Users' Conference

Sunday, April 13 9:00 a.m. – 10:30 a.m.
CONCURRENT SESSIONS

S1: Real Property & Lease Management
Presenter: ARCHIBUS, Inc.
Learn to manage owned and leased property assets. Document costs and charge them to appropriate departments and tenants.
Technical-Intermediate

S2: IT & Asset Management
Presenter: ARCHIBUS, Inc.
Learn to inventory your organization's assets, documenting your inventory in the database and in your facilities drawings. This presentation will be a complete overview of ARCHIBUS Enterprise and Web Central asset management, using IT assets as examples.
Technical-Intermediate

S3: Project Management
Presenter: ARCHIBUS, Inc.
The ARCHIBUS Project Management activity provides a Web-based application for managing projects. This activity is used by a variety of constituents, including facilities managers, project managers, approving managers, executive managers, and vendors. Throughout the Project Management processes, the activity workflow ensures that the appropriate team members and vendors receive e-mail notifications so that the project can progress efficiently towards completion. Learn more about the practical uses of Project Management in this session.
Technical-Basic

S4: Space Management
Presenter: ARCHIBUS, Inc.
Explore options for locating and identifying the space you manage. The Space Management application also includes data that may eventually be incorporated into the Emergency Preparedness and other applications.
Technical-Basic

S5: Introduction to Web-based ARCHIBUS Reservations
Presenter: ARCHIBUS, Inc.
The ARCHIBUS Reservations application provides self-service Web-based forms and other features and analysis tools. This session will familiarize you with how Reservations automates the room reservations, and amenities management process, with a Reservations Wizard and self-service Web forms to avoid double-bookings and secure right-sized rooms with appropriate amenities. You'll also receive an overview of how this new Web-based application integrates with Microsoft Outlook™, Lotus Notes™ and Google Calendars™ for automated invitations, scheduling, and reminders to meeting participants. It also facilitates reservations editing, tracking, service provider coordination, reservations analysis, and more.
Technical-Basic

Sunday, April 13 11:00 a.m. – 12:30 p.m.
CONCURRENT SESSIONS

S6: Building Operations Management and Work Wizard
Presenter: ARCHIBUS, Inc.
Learn to manage on-demand work and preventive maintenance work requests. Track maintenance tasks to better use and allocate resources. Streamline the entire work order process with the easy-to-use Work Wizard.
Technical-Basic

S7: Telecom & Cable Management
Presenter: ARCHIBUS, Inc.
Learn how to inventory and document your data and communications networks from both a logical and physical perspective.
Technical-Intermediate

S8: Move Management
Presenter: ARCHIBUS, Inc.
The ARCHIBUS Move Management activity provides a Web-based application for managing enterprise moves. You can manage a variety of individual or group moves of employees, equipment, furniture, and rooms. As a move progresses, the automated workflow rules ensure that the appropriate employees and consultants receive e-mail notifications so that the move can efficiently progress to the next phase. In addition to providing a Web-based tool for managing moves, the Move Management activity provides an AutoCAD trial drawing feature, which you can use to visually compare various employee layouts. You can then update the group move project with a trial drawing's employee move locations. This session will review practical uses of the product.
Technical-Basic

S9: Strategic Master Planning
Presenter: ARCHIBUS, Inc.
Learn how to organize the information in your space inventory to better align facilities and infrastructure development with business plans. Follow the continuous lifecycle of space planning through Requirements Programming, Forecasting, Allocations, Layout, and History.
Technical-Intermediate

S10: V17.1 ARCHIBUS Web Central Core Features
Presenter: ARCHIBUS, Inc.
This session will focus on the new core features in ARCHIBUS Web Central that offer the richest set of tools and utilities to collect, process, review and analyze the corporate FM data. Topics covered in this session include:

View Analysis
Executive and Management Dashboards
Document Management
Printing to PDF
Workflow Rules

Technical-Open to All

Sunday, April 13 12:30 p.m. – 1:30 p.m.

LUNCH BREAK - ON YOUR OWN

Sunday, April 13 1:30 p.m. – 4:30 p.m.
CONCURRENT SESSIONS

Join your colleagues at the Conference for a series of special presentations and dialogues by vertical market (Government, Real Estate, Education, Healthcare), where the key industry issues, best practices, and forward-looking goals are examined and discussed.

The ARCHIBUS Business Development Managers who have responsibility for each market and have developed special knowledge and expertise in that area will act as Moderators.

S11: Government: COE Best Practices Panels and Workshops
Moderated by: Federal Session: Ray Summerell, VP of Corporate Development, VISTA Technology Services, Inc.; State and Local Government Session Moderators, To Be Announced

Management-Open to All

S12: Real Estate: COE Best Practices Panels and Workshops
Discussion Facilitators: Larry Simpson, Wise Cho, ARCHIBUS, Inc.

Management-Open to All

S13: Education: COE Best Practices Panels and Workshops
Moderated by: Greg Alevras, ARCHIBUS, Inc.

Management-Open to All

S14: Healthcare: COE Best Practices Panels and Workshops
Discussion Facilitators: ARCHIBUS, Inc.

Management-Open to All

Sunday, April 13 5:30 p.m. – 7:30 p.m.

OPENING RECEPTION - HYATT REGENCY BETHESDA HOTEL

Monday, April 14 7:15 a.m. – 8:00 a.m.

BREAKFAST AND REGISTRATION, BALLROOM FOYER

Monday, April 14 7:45 a.m. – 8:00 a.m.
MAIN-STAGE PRESENTATION

G11: Welcome Message
Presenter: Bruce K. Forbes, founder and President, ARCHIBUS, Inc.

Open to All

Monday, April 14 8:15 a.m. – 9:15 a.m.
MAIN-STAGE PRESENTATION

G12: Bringing BIM and IWMS Standards Together via TIFM Enterprises
Keynote Speaker: Steve Segarra, Chief Technology Officer, ARCHIBUS, Inc.
Description to Come.
Open to All

Monday, April 14 9:30 a.m. – 10:15 a.m.
MAIN-STAGE PRESENTATION

G13: Remarkable Power and Productivity: Your Integration of GIS and TIFM
Speaker: Jack Dangermond, CEO and Founder, ESRI, Inc.
Description to Come
Open to All

Monday, April 14 10:30 a.m. – 11:15 a.m.
MAIN-STAGE PRESENTATION

G14: Intuitive Business Transformation: Combining GIS and TIFM Enterprises
Presenter: Bruce K. Forbes, President and Founder, ARCHIBUS, Inc.
Description to Come.
Management-Open to All

Monday, April 14 11:30 a.m. – 12:15 p.m.
CONCURRENT SESSIONS

A11: VMware Meets ARCHIBUS: Managing Facilities in 25 Countries on a Single, Distributed Hardware Platform.
Speaker: Matthias Pordzik, IT Manager, IBM Germany
IBM Europe is using one single ARCHIBUS System to support 25 different countries. Most data-maintenance is performed by a non-IBM FM supplier. These vendors have different legal statuses. In some countries, external contractors are sitting inside IBM premises, using IBM Notebooks and software and are granted access to the IBM intranet. In some countries, no external supplier is allowed to have any access to the IBM-network. How to deal with this situation?

IBM installed a clone of its “IBM internal” ARCHIBUS system including the database (ORACLE) on a separate server residing on an external VM-server which is accessible via public intranet. This “satellite system” holds only data of the specific country. Each night, the “consolidated” IBM Server (behind the IBM-firewall) pulls the data via FTP into the IBM network. All IBM interfaces needed by the satellite (payment, HR, etc.) and management reporting are executed by the consolidated system. The VM-technology is used by IBM internally to reduce the number of physical servers and put its three different internal ARCHIBUS installations on one machine. This reduces hardware- and maintenance-cost dramatically.

Learning Objectives:

Implementing ARCHIBUS on distributed platforms
Giving external suppliers access to internal data
Using VM-Ware

Technical-Open to All

A12: Broker Edward Jones Invests in ARCHIBUS Space Management and Strategic Planning for High Growth Environment
Presenters: Brandy Hanner, Interior Project Manager, Edward Jones, Inc.; Kari Funk, Principal, Arcturis
With plans to double its growth from 2 million to 4 million square feet of corporate office space in the next eight years, Edward Jones, one of the largest investment firms in the world, challenged Business Partner Arcturis to provide a long-range strategic plan to manage its corporate real estate strategy. This session describes how that strategy was formulated while addressing the management of the investment firm’s current churn rate and hiring needs.

Learning Objectives:

Reporting tools needed to manage and maintain a specific churn rate
Best practices for long-range strategic planning

Management-Intermediate

A13: GDI - The Internal Revenue Service's Dashboard for Information in Motion
Presenters: Kathleen Foy, Policy Analyst, U.S. Internal Revenue Service; Jeff Teschke, Senior Project Manager, Pyramid Systems, Inc.
The U.S. Internal Revenue Service manages a portfolio of 30 million square feet in over 750 sites worldwide. With a budget of almost $1.0 billion, the Real Estate and Facilities Management (REFM) organization manages real property assets and provides services to more than 110,000 employees and contractors who rely on REFM to meet corporate space and facilities needs.

This presentation focuses on the deployment of Move, Add, Change (MAC) functionality through the IRS’s Graphic Database Interface (GDI) System. The GDI System features ARCHIBUS integrated with ARCHIBUS Web Central and other Commercial-off-the-Shelf products including AutoCAD, and provides REFM employees access to accurate and up-to-date information about their facilities and occupants. GDI maintains location information on all IRS employees worldwide. This information is linked to the AutoCAD drawings for each building in the IRS portfolio. Key to maintaining this information is the MAC process, which links the GDI with the IRS’s legacy project management, asset management, HR, financial management, and work ticketing systems.

Learning Objectives:

Discuss IRS's implementation of the ARCHIBUS Move, Add, Change functionality
Understand the goals and mission of the IRS to manage location information for over 110,000 employees and contractors
Discuss the organizational transition, change management, and transition management challenges posed by this initiative

Management-Intermediate

A17: Topic TBD
Presenter: Speaker Information To Come

Management-Intermediate

A14: Mapping ARCHIBUS with ESRI (NEW!)
Presenters: ARCHIBUS, Inc.
ARCHIBUS has teamed with ESRI, a leader in Geographic Information System (GIS) software, to geo-spatially enable ARCHIBUS. These new capabilities allow ARCHIBUS users to review properties, leases, and buildings within their geographic context and improve decision-making with street maps, traffic, census, flood plain, satellite, and even weather information. Show your space plans, department allocations, maintenance requests within the context of your entire campus to make multi-building and multi-site decisions. ARCHIBUS can geocode the interior spaces you already have in AutoCAD and Revit and link them to ESRI GIS, so you can use your existing data to gain a broader geographic perspective in either ARCHIBUS for Windows or ARCHIBUS Web Central.
Technical-Open to All

A15: ARCHIBUS Overview
Presenters: ARCHIBUS Staff
This session is intended to give an overview of the ARCHIBUS and Web Central applications and activities. The meaning of TIFM – Total Infrastructure and Facilities Management – will be explored, as well as how ARCHIBUS is able to deliver ongoing value to your organization. This session is intended for those attendees who are new to the ARCHIBUS community; however, everyone is welcome.
Technical-Open to All

A16: Service Desk (NEW!)
Presenters: ARCHIBUS Staff
The new Service Desk activity provides access to a 24x7 service desk that is capable of routing urgent requests to the appropriate service provider without the need for human intervention. This new activity is separate from the Web-based On Demand Work activity. It can act as the front-end for both the Windows- and Web-based On Demand Work activities, as well as for the Move Management and Project Management applications. It captures help requests from end users and transfers the requests into single or multiple Work Requests, Move Orders, or even entire Projects. The activity has features to define when a service is available, the response time, and the time to complete the work. Service levels can differ based on location, organizational unit and equipment involved. This session explores all the possibilities of the new activity.
Technical-Open to All

Monday, April 14 12:30 p.m. – 2:45 p.m.

LUNCH & PRODUCT EXPO, CRYSTAL BALLROOM AND FOYER

Monday, April 14 3:00 p.m. – 3:45 p.m.
CONCURRENT SESSIONS

A21: Managing Facilities Work at the FAA with Activity Projects
Presenters: Robert R. Keefer, Facility Automation Systems Manager, FAA - Mike Monroney Aeronautical Center
The Office of Facility Management at the FAA’s Mike Monroney Aeronautical Center in Oklahoma City, Oklahoma, manages a federal campus of over 130 buildings and structures encompassing 3 million square feet and supporting over 5,000 employees. The paper-centric culture relied on work requests to track all on-demand work. Work request records were sufficient for Preventive Maintenance and smaller on-demand work, but did not provide enough information for tracking progress on the larger jobs involving space management, remodeling and renovation. Facility Management divisions tended to use Excel and other tools to track projects, resulting in redundancy, data integrity issues, and limited data sharing.

A solution was developed for tracking the larger work using Projects and Activity Log Items with mostly standard functionality, along with some customization to link work requests to Activity Project records. The current Projects model allows the facility to track larger projects according to key work elements, such as Design, Estimating, Construction, etc. The model provides the flexibility to accommodate a wide range of project scope and types, as well as the various combinations of A/E/C services necessary to perform work at the campus. Results include improved data integrity, better customer support, and time savings through more accessible project data, and the ability to delegate data management to project managers.

The Projects model, which involves both ARCHIBUS and ARCHIBUS Web Central, continues to evolve in a challenging environment. Future plans include incorporating at least some of the new Web Central Project Management functionality. In the meantime, facilities managers have begun using some of the additional Project and Activity Log Item features available in ARCHIBUS.

Learning Objectives:

Addressing challenges of integrating Archibus technology to improve project management in an established, paper-centric business culture.
Combining Archibus environments (Windows and Web Central) to meet business needs and budget constraints.
Practical examples of utilizing out-of-the-box Project functionality.

Management-Intermediate

A22: Healthcare and Research Needs at Three Children's Hospitals Get A Better Prognosis with ARCHIBUS
Panelists: Mark S. Bricker, CHFM, Director of Maintenance & Facilities Services, The Children's Hospital of Philadelphia; Sara Smith, Seattle Children's Hospital; Howard Shotz, Principal , ADSI
This panel session describes how ARCHIBUS is addressing the many and growing medical and business needs of healthcare organizations in general, and at three of the premier Children’s Hospitals in the country: The Children’s Hospital of Philadelphia, The Children’s Hospital of Denver, and Seattle Children’s Hospital.

The Children’s Hospital of Philadelphia originally implemented ARCHIBUS in 1999 to track space and now supports a broad array of planning and operational functions. They have recently implemented ARCHIBUS Web Central to handle Work Order requests, Facility Planning Requests, Overtime Requests, Lease and Property Administration and Utility Interruption Requests. The new campus at Children’s Hospital of Denver’s uses ARCHIBUS Space Management to help track personnel and to integrate with their PeopleSoft system. They also track over 10,000 pieces of facilities management and biomed equipment. Seattle Children’s Hospital, in turn, relies on ARCHIBUS to support its yearly Medicare Reporting activity for space, phones and PCs.

Learning Objectives:

Capabilities of ARCHIBUS within healthcare institutions, documenting efficiency
How to deploy Web Central to support multiple healthcare departments
Integrating legacy FM and biomed systems into ARCHIBUS

Management-Intermediate

A23: Hamilton, Ontario: Achieving Accountability Using Truly Integrated Maintenance Management
Presenters: Chris Phinney, Application and Systems Support Technician, Public Works Department, City of Hamilton, Ontario, Canada; Dave Fedy, President, Tiree Systems
Since its implementation of ARCHIBUS, The City of Hamilton is managing 50% more work orders and expects to double that in the near future. Even with the expanded workload, the City of Hamilton has achieved a balance between the needs of IT and its users with the corporate strategic vision. This has been accomplished by leveraging the distributed data-gathering ability of ARCHIBUS with its executive reporting capabilities. As a result, the City can analyze key performance indicators and perform robust statistical analysis to ensure workload and staffing accountability, maintenance mandate compliance, and seamless business processes.

Learning Objectives:

Achieving accountability - how ARCHIBUS addresses the value proposition from staffing to management decisions
Improving integration - learn how to truly integrate all your business processes, from on demand to preventive maintenance
Complying with legislated reporting - how ARCHIBUS assists in achieving corporate or government requirements

Management-Intermediate

A24: Using the Overlay for AutoCAD
Presenters: ARCHIBUS Staff
Users of ARCHIBUS know that one of its great advantages is its integration with AutoCAD drawings. This session will teach you the fundamentals of using the ARCHIBUS Overlay for AutoCAD to properly and efficiently create and document assets on your drawings. The session will cover topics such as proper polylining, using layers, inserting blocks and standards, populating rooms, creating highlight reports, inferring data from your drawing into your database, and much more. You will learn the power and convenience of attaching the information in your AutoCAD designs to software that can present and use that information to create reports, charts, and programs that allow you to work more efficiently. (Fundamentals: Beginner)
Technical-Basic

A25: What's New In Web Central
Presenters: ARCHIBUS Staff
The ARCHIBUS Web Central application has been around for several years and continues to be the focus of future development and functionality. As more and more businesses are streamlining their internal processes to reduce wasted time and resources, Web technology becomes more and more important as a tool for making communication instantaneous and global, as well as make business processes more efficient. The ARCHIBUS Web Central application not only allows businesses to keep all data in a central location, it gives global access to that data based on user roles and security. In Web Central, retrieving reports, charts, and graphs, creating PDFs, Excel sheets, and published floor plans, and printing and sending e-mails are all tasks accomplished with a single mouse click rather than a phone call followed by days of waiting. This session will give an overview of Web Central applications, the new navigational tools offered in V.17, and some of the benefits and features of moving your facilities data to the Web.
Technical-Basic

A26: On Demand Work (NEW!)
Presenters: ARCHIBUS Staff
ARCHIBUS On Demand Work adds new functionality to current Work Request-based interfaces. First, its Planning Board interface allows supervisors to graphically schedule trade estimates (tasks) to available craftspersons by simply dragging and dropping tasks onto a craftsperson’s schedule. Second, it links maintenance-based Service Requests from the new Service Desk activity to Work Requests, thus allowing Work Requests to take advantage of Service Level Agreements (SLAs) that define vendors, vendor obligations, service windows, and approval routing. SLA-based flexible workflows allow the system to apply different levels of approval to Work Requests of various types. Finally, the tabbed forms provide an intuitive interface that is easy to navigate. The On Demand Work activity adds a whole new level of functionality to the ARCHIBUS Building Operations module.
Technical-Basic

Monday, April 14 4:00 p.m. – 4:45 p.m.
CONCURRENT SESSIONS

A31: Design, Creation, and Implementation of a Key Card Request System at Johnson County, Kansas
Presenters: Michael Chamberlin, Information Systems Administrator, and Royvan Broadnax, Information Systems Coordinator, Johnson County, Kansas Facilities Department
This presentation describes how Johnson County, Kansas developed a system for requesting, approving, activating and issuing security key cards using ARCHIBUS Web Central. The County is moving towards standardizing the card access systems it uses in its various facilities. The County Sheriff’s department will provide the management of the system, but needed a means to verify that the requestors had the authority to make the request. This new application uses the ARCHIBUS user’s table and roles to provide the security the Sheriff’s staff required. The new work process removes the Facilities Building staff from the authorization process, but leaves them in the loop as watch dogs. New tables were added to track the requests and capture the “door groups.” The application also addresses lost cards, changes to cards and terminated cards.

Learning Objectives:

Developing a workflow with diverse departments' involvement
Implementing changes in the middle of an application development
Using Roles and VPA to develop an effective security application

Technical-Intermediate

A32: University of North Carolina – Charlotte Enrolls in Paradigm Shift for Facilities Management in High-Growth Environment
Speaker: Ray Dinello, Facilities Systems Manager, University of North Carolina – Charlotte (UNCC)
UNCC has become the fastest growing university in the North Carolina higher education system. From the beginning the Facilities Management department supported this growth by planning, building, operating and maintaining the campus but, in 2006, it decided to reinvent itself, striving to continue providing high quality services.

The reinvention team analyzed all aspects of the business (processes, customer satisfaction, SOPs, systems, etc.) and decided that the ARCHIBUS Web Central Building Operations and Project Management applications would be the cornerstone of the new organization. Links with other University systems (Banner, Insite) would help customers control their funds. “Behind the scenes” automation (PM generation, project approval workflow, customer billing) and front-end customizations (materials management, time cards) would minimize user errors and provide a solid tool for the facilities users. Having successfully completed the implementation and shifted the paradigm, UNCC will share lessons learned and provide a live demonstration of the final product.

Learning Objectives:

Effective planning for FM change by organizing Process Improvement Teams
Developing an effective Facilities Management IT plan to assess what is available and feasible as well as define the functionality requirements prior to, during and after ARCHIBUS implementation
How to build a system that’s focused on making it simple for the users

Management-Intermediate

A33: Asset Management at HUD in 50 States Made Easy
Presenters: Curtis Roberts, FIRMS Project Leader, US Department of Housing and Urban Development; Dan Miller, Ronnie Elmore, Project Managers, Pyramid Systems Inc.
The Office of Administration and Management Services (OAMS) at the U.S. Department of Housing and Urban Development (HUD) is responsible for managing and maintaining all of HUD’s property and capital assets. HUD's Property and Space Portfolio includes the HUD Headquarters building in Washington, D.C. and at least one local office in every state as well as in Washington, DC, Puerto Rico and the U.S. Virgin Islands. HUD implemented the Facilities Integrated Resource Management System (FIRMS) using ARCHIBUS as its underlying engine in order to more effectively manage the agency’s assets.

This presentation will focus on how FIRMS allows HUD staff to perform necessary business functions more efficiently as well as easily access and share information across the organization and the country. FIRMS also ensures that HUD is able to comply with any federal government initiatives or reporting requirements for real property and other assets.

Learning Objectives:

How FIRMS ARCHIBUS is being used to more effectively manage assets at HUD
Evaluating the challenges in implementing an agency-wide enterprise system
Best practices in deploying FIRMS to complete Government initiatives and reporting requirements

Management-Intermediate

A34: Drawing Publishing
Presenters: ARCHIBUS Staff
Publishing drawings that can be used in Web-based environments has become easier and more flexible with ARCHIBUS. ARCHIBUS comes pre-packaged with a variety of rules regarding displaying and formatting Query Text and uniquely highlighting rooms based on your requirements. You will learn how best to take advantage of the different publishing methods offered in ARCHIBUS and how to choose which method or rule is best for a given situation. Differences in publishing from previous versions will be covered, as well as how to most appropriately utilize the published drawings in the ARCHIBUS environment. Background tables will also be discussed to get you started on setting defaults and creating your own unique rules.
Technical-Intermediate

A35: Move Management
Presenters: ARCHIBUS Staff
The ARCHIBUS Move Management activity provides a Web-based application for managing enterprise moves. You can manage a variety of individual or group moves of employees, equipment, furniture, and rooms. As a move progresses, the automated workflow rules ensure that the appropriate employees and consultants receive e-mail notifications so that the move can efficiently progress to the next phase. In addition to providing a Web-based tool for managing moves, the Move Management activity provides an AutoCAD trial drawing feature, which you can use to visually compare various employee layouts. You can then update the group move project with a trial drawing's employee move locations. This session will review practical uses of the product.
Technical-Open to All

A36: View Definition Wizard (NEW!)
Presenters: ARCHIBUS Staff
This session will explore how to create forms and reports using the ARCHIBUS new View Definition Wizard. The View Definition Wizard replaces the “New/Alter View” commands used in previous versions to create Web-based forms and reports. You will learn how to manipulate existing forms and reports, create new forms, create charts and graphs, and even migrate Windows views to Web views, all with the same easy-to-use interface. (Web Central: Beginner is suggested as a pre-requisite).
Technical-Basic

Monday, April 14 5:00 p.m.

DINNER - ON YOUR OWN

Tuesday, April 15 7:15 a.m. – 8:00 a.m.

BREAKFAST AND REGISTRATION, BALLROOM FOYER

Tuesday, April 15 8:00 a.m. – 8:45 a.m.
MAIN-STAGE PRESENTATION

G21: Intuitive Business Transformation™: Just Doing the Right Thing
Presenters: Bruce K. Forbes, founder and President, and Gregory J. Alevras, V.P. Business Development, ARCHIBUS, Inc.
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Open to All

Tuesday, April 15 8:45 a.m. – 9:30 a.m.
MAIN-STAGE PRESENTATION

G22: Integrating ARCHIBUS with ERP Systems at Financial Services Publisher Metavante
Presenter: Hank Kollross, Senior CAFM Systems Analyst, Metavante, Inc.
Metavante's CAFM leader explains how the financial services information publisher integrated ARCHIBUS into its ERP system (with PeopleSoft, Lotus Notes, etc.)and created a wide range of self-service publishing rules that help to substantially reduce work loads on a day-to-day basis. The ambitious initiative has rolled out 7 modules in 2.5 years in a series of innovative deployments.

Learning Objectives:

Employing Dynamic Highlights and some creative ways to use them
How to create a self-service environment using process navigators

Management-Open to All

Tuesday, April 15 10:45 a.m. – 12:00 p.m.
BEST PRACTICES FORUMS

G23a: Best Practices - Real Property & Lease Management
Discussion Facilitators: ARCHIBUS, Inc.

Management-Open to All

G23b: Best Practices - MAC and F&E
Discussion Facilitators: ARCHIBUS, Inc.

Management-Open to All

G23c: Best Practices - Space Management and Strategic Master Planning
Discussion Facilitators: ARCHIBUS, Inc.

Management-Open to All

G23d: Best Practices - Building Operations, Condition Assessment, and Project Management
Discussion Facilitators: ARCHIBUS, Inc.

Management-Open to All

G23e: Best Practices - Telecom and IT
Discussion Facilitators: ARCHIBUS, Inc.

Management-Open to All

G23f: Best Practices - Advanced Topics in Customization
Presenters: Nick Stefanidakis, Tom Nugent, ARCHIBUS, Inc.

Technical-Intermediate

Tuesday, April 15 12:15 p.m. – 1:15 p.m.

LUNCH, CRYSTAL BALLROOM

Tuesday, April 15 1:30 p.m. – 2:15 p.m.
CONCURRENT SESSIONS

B11: The ARCHIBUS-Oriented Bank: The New Monte dei Paschi di Siena IT Architecture
Presenters: Roberto Cagneschi, Facilities Manager, Paschi Gestioni Immobiliari S.p.a.; Giuseppe Capicotto, IT Manager, eFM srl
Paschi Gestioni Immobiliari (PGI), owned by the Italian Banking Group Monte dei Paschi di Siena, manages 2.5 million square meters (over 26.9 million square feet) of real estate, providing facility services to 2,100 bank branches. About a year ago, PGI launched a reengineering project of its facility processes, implementing ARCHIBUS, in order to achieve the efficiency and optimization targets foreseen in the 2006-2009 strategic plan, as well as meet the compliance prescriptions of Basil II regarding risk management.

The use of ARCHIBUS enables PGI to both utilize new and more appropriate functions for managing the primary operational processes and automate the existing manual processes, by:

Centralizing fundamental asset information in only one database (ARCHIBUS Space Management), eliminating all the various and unaligned data sources once managed through different and stand-alone applications
Introducing cost management approaches and principles, through the use of the annual real estate Master Plan, based on each specific cost center (ARCHIBUS Capital Planning)
Analyzing, planning, and executing extraordinary project requests originated by end-users (ARCHIBUS Project Management)
Managing the restructuring/construction of new branches (ARCHIBUS Project Management); by the year 2009 PGI is planning to open 153 new branches and move another 50.

Additionally, the ARCHIBUS implementation project includes the integration with ERP systems (in both their market and custom versions) in order to manage the complete accounting cycle through a specific on-line Web-services interface. The expected outcome is a significant increase in internal process efficiency, given by a better service provider response time and a 20% decrease in staff.

Learning Objectives:

Using the real estate Master Plan to introduce cost management approaches
Managing complex restructuring/construction of projects
Integrating ARCHIBUS with ERP systems through specific Web services

Management-Intermediate

B12: Turner Broadcasting: Maximizing Space Management using ARCHIBUS and its Business Partners
Speaker: Lisa Lee, CAD/CAFM Manager, Time Warner - Turner Broadcasting Inc.
Time Warner-TBS, Inc., is a major producer of news and entertainment products around the world and the leading provider of Cable News Networks. Their current assets include: CNN, TBS, TNT, WTBS, Cartoon Network, Adult Swim, Boomerang, Court TV and Turner Classic Movies. Over the years, TBS has grown at a phenomenal pace in the worldwide entertainment industry as well as in their growing need for property expansion to support their broadcasting operations. In response to this expansion, Turner Properties has invested in a cutting edge CAFM technology to strategically align their real estate needs to the overall corporate objective.

Over the last seven years, TBS has successfully implemented a "fully integrated" CAFM system (Concert) by using ARCHIBUS as one of the major contributors in aligning space and occupancy to manage space allocation. Being one of the pioneers in the facility integrated system, TBS Property Management recognized the significant value to remain competitive in this industry by continuously seeking ways to make things easier, faster and, most importantly, to provide better delivery to clients. By utilizing ARCHIBUS as our platform and its business partners, we are able to maximize our delivery better than ever before.

Learning Objectives:

Understanding a fully integrated facilities management system using ARCHIBUS as a space management component
Managing space by using a hybrid system of "Room" and "Composite" inventories.
Using ARCHIBUS business partners to optimize the performance of the ARCHIBUS data platform.

Management-Intermediate

B13: TIFM meets GIS in Bethesda: The View From ESRI
Speaker: Dennis Smith, Facility Management Solutions, ESRI
Bring the power of Geographic Information Systems (GIS) into your Total Infrastructure and Facility Management (TIFM) Solutions. Learn how geographic data, analysis and displays can improve work flows and decision processes when managing your assets inside and outside your buildings. ARCHIBUS and ESRI are blending their databases, processes and visualizations into an enhanced and extended set of functions and applications that will help you move towards a TIFM Solution.

Learning Objectives:

How organizations have been using the capabilities of GIS systems to address their FM requirements and how these functions and processes are now becoming available through a GIS-Enabled ARCHIBUS Solution
Understand the ways in which data from FM and GIS systems can be integrated into a unified, persistent database of inside/outside assets
See how GIS can bring numerous layers of additional information into your Property and Facility Management workflows and decision processes.
Learn how to utilize the combination of FM and GIS processes to address needs in areas such as business continuity, campus-scale space planning, emergency preparedness and response, utility planning and management, master planning and site selection, grounds and building maintenance, safety and security, and environmental health and protection
Explore how the power of 3D GIS visualization can help users realize and understand key elements of their buildings, spaces, equipment and infrastructure

Technical-Open to All

B14: Reservations
Presenters: ARCHIBUS Staff
This session gives an overview of the ARCHIBUS Room Reservations application. Using Room Reservations allows you to schedule rooms using available space information while ensuring that rooms are not over-booked. This session will cover finding available rooms and resources, making a reservation, ensuring the room is equipped properly, and determining where, when, and for how long the rooms or resources in your facilities are being reserved.
Technical-Open to All

B15: Drill-Down Charts, Graphs, and Summary Reports
Presenters: ARCHIBUS Staff
The enhanced View Analysis feature enables quick access to secure, multi-dimensional data. It lets you analyze data by any of the categories you’ve established, such as organization, space, or account hierarchies, by time-based criteria, or by corporate standards. Drill-down capabilities make it easy to focus on the data you need to perform your job. For example, one click will pull up a dashboard of pending operations issues, sorted by urgency. A second click will offer details, and a third click will let you approve a work request and set the process into action. (Web Central: Intermediate)
Technical-Intermediate

B16: Users and Security
Presenters: ARCHIBUS Staff
Creating roles for groups of users allows you to efficiently determine what and how much access to information users have. As the world of technology becomes more security-oriented, software that incorporates roles allows users to set up and maintain security with minimal maintenance. Roles also allow users to customize the look and use of software for the needs of particular groups. ARCHIBUS Web Central incorporates roles-based access into its functionality. This session covers the creation of these roles, their use, and how they can be leveraged for making your business more secure, easy-to-use, and efficient.
Technical-Basic

Tuesday, April 15 2:30 p.m. – 3:15 p.m.
CONCURRENT SESSIONS

B21: New Profits, New Respect: The Growth of FM Services in Portugal Telecom Group
Speaker: Pedro Branco Ló, Engineer, Portugal Telecom PRO
This presentation describes how Portugal Telecom’s innovative facilities management department has achieved an enhanced status throughout that organization with its proactive maintenance and other services, the transition to ten-year forecasts from its former short-range practices, and the bottom-line contributions through the introduction of space chargeback practices. The results have been impressive and include increased Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) per headcount, and an increase in customer satisfaction from virtually zero to 3.6 on a scale of 1 - 4.

Learning Objectives:

Instituting a culture of team empowerment
Planning IT development
Assuming a more client-oriented approach to planning and service provision

Management-Intermediate

B22: Going Live with Wireless PDAs at Providence Alaska Medical Center
Presenters: Robert Wilson, Director of Hospital Engineering, Providence Alaska Medical Center; Cathy Epperson, Vice President, Applied Data Systems, Inc.
Providence Alaska Medical Center began its implementation of ARCHIBUS for the purpose of tracking real estate leases and Medicare reimbursements. However, it quickly became evident that the maintenance operations needed a system to replace the MP2 CMMS currently in use. To be acceptable, the PDAs had to meet two criteria. There had to be a "live" connection to the database to avoid having 56 synchronization stations, and the technician had to certify that the work was performed according to procedures. Since PDAs use Windows Mobile 5, the standard Web Central pages were not able to be used.

Their ARCHIBUS Business Partner, Applied Data Systems, Inc. (ADSI), developed a PDA interface that connects directly to Web Central and allows the technician to certify that the work was performed. Complicating the transfer from the MP2 Database to ARCHIBUS was the loss of a very key employee, (the MP2 administrator) prior to the completion of the migration. Issues that were confronted and overcome include: PDA synchronization, equipment identification, training, and connectivity.

Learning Objectives:

Issues in data migration from one CMMS to another
How 802.11 b/g/n connectivity can be used to avoid synchronization of PDAs
How role-based security with VPA allows each technician to receive only their own PMs and on-demand work orders

Technical-Intermediate

B23: Using ARCHIBUS for First Responders at Goddard Space Flight Center
Presenters: Gary Craig - Programmer/Analyst, Parsons - NASA - Goddard Space Flight Center; Chesley Looney, IT Specialist, and Michael Parmenter, Senior CADD Technician; EBA-NASA - Goddard Space Flight Center
The events of 9/11 changed the way Goddard Space Flight Center (GSFC) plans for emergency preparedness operations. Up until then its emergency operations plans were basically focused on response and recovery. It had local first responders—fire, police, and emergency medical service—whose jobs were to respond to emergencies.

NASA’s Emergency Preparedness Branch (EPB) at GSFC saw the range of personnel and property information available from ARCHIBUS and wanted to integrate that with its First Responder Application. Working with Business Partner Avatech, NASA’s EPB and CAFM teams put key information together in a user-friendly menu for the First Responder, which would be available in Web Central and accessible wirelessly. Onsite and remote First Responders are now able to call up building and employee data to account for all personnel, view entry and exit points for a building, view emergency plans and contacts, account for hazardous materials, and view floor plans to respond more effectively in protecting lives.

. Learning Objectives:

Understanding the value of First Responder Data
Migrating existing ARCHIBUS data into First Responder
Creating a user-friendly menu for the First Responder

Management-Basic

B24: LEED Compliance with Environmental Sustainability
Presenter: ARCHIBUS Staff
The Environmental Sustainability activity allows a user to assess the condition of facility assets based on environmental standards. Once an assessment has been made, the activity reports on the status, costs, schedules, and priorities assigned to the conditions. In today’s environmentally sensitive world, it is becoming increasingly important to “go green” not only with our cars and homes, but also our workplaces. A standard being used by many in the facilities management and construction industries is known as LEED and was created by the United States Green Building Council. This session will focus on how to use the Environmental Sustainability module to create and implement a LEED assessment, focusing on the costs of a LEED vs. a non-LEED certified project. The session will include how to set-up a LEED assessment, how to incorporate the use of PDA’s in the field, and how to report on and compare the costs and schedules of assessments.
Technical-Open to All

B25: Creating Web Dashboards
Presenters: ARCHIBUS Staff
Web Central includes the option to set up intelligent dashboards which contain multiple Web views. Dashboards provide an easy-to-use interface for accessing a variety of data views, such as project scorecards, asset reports, and operations summaries. Dashboards may also include a personalized "My Desktop" page, which allows you to manage your personal data, such as workflow actions, notifications, and e-mail. In many views, you can examine View Analysis statistics in tables, graphs and charts. You can also drill down to statistics details. Because multiple views are displayed on each dashboard page, you have an easy-to-use tool for accessing information that is geared specifically to your job and your personal preferences. This session will demonstrate the dashboard product, activities, and processes, as well as how to use dashboards as personalized home pages or “hot lists.” The session will also cover procedures such as assigning dashboard processes to users, creating new dashboard activities and tasks, sizing dashboard iFrames, sizing chart views for dashboards, and turning off view title bars and logos for use in dashboards.
Technical-Intermediate

B26: Capital Budgeting and Project Management
Presenters: ARCHIBUS Staff
The ARCHIBUS Capital Budgeting and Project Management activities provide Web-based applications for managing capital budgets and projects. With these activities, you set up capital programs that define your basic goals for capital improvements and create multi-year, program-based capital budgets for a group of projects that you are managing. The Capital Budgeting activity provides you with the option to incorporate capital projects and project funding allocations into your capital budget planning process. In this case, each program includes multiple projects, and each project includes multiple task actions. The Project Management activity then allows you to track schedules, costs, work packages, communications, work teams, etc., for your projects and lets you compare estimates and actuals to your budgets. Learn the practical applications of Capital Budgeting and Project Management in this session.
Technical-Open to All

B27: Practical Advice for Enterprise IWMS Implementations
Presenter: David Baker, National Director, Asset Management Solutions, VISTA Technology Services
What's important, what's not, and what should you get in writing (everything!) when it comes to Enterprise IWMS implementations? You'll find out all that and more when Ray Summerell shares his decades of IWMS consulting experience, both in the public and private sector. Finding the right balance of process, data, and technology may not be easy, but when they are in alignment the results can be transformational.

Learning Objectives:

How to leverage existing solutions from similar organizations
Determining and refining KPIs
Minimizing start-up costs, program risk, and scope creep in Year One

Management-Intermediate

Tuesday, April 15 3:30 p.m. – 4:15 p.m.
CONCURRENT SESSIONS

B31: Environmental Performance = Business Continuity: A New Formula
Presenter: Daniel Longbrake, Vice President, Managing Director, ARCHIBUS Solution Center – Environment + Sustainability Services
Environmental performance has become part of the core values that organizations use to measure alignment with mission and ensure business continuity. This presentation will provide a detailed overview of ARCHIBUS TEAMS (Total Environmental Asset Management System) in terms of modules, functionality, features and benefits. Real-world examples will be used to demonstrate the value of consolidating environmental information and providing enterprise-wide access to information.

Learning Objectives:

Understanding the current business landscape with regard to the environment
Appreciating the power and function of ARCHIBUS TEAMS
Presenting the business case/value proposition for ARCHIBUS TEAMS

Management-Intermediate

B32: Using Value Analytics to Convey the Value of FM through Web Central Dashboards
Presenters: Chris Keller, Managing Director, FSG; Jonathan M. Estes, Partner, Strategic Measures, Inc.
Though many facilities leaders desire to understand their direct financial impact to the company's bottom line and believe it's necessary to report it to management, they do not have the methodology or tools to calculate business benefits. By creating a "value orientation" of their contribution to the bottom line and measuring their business impact with an analytics approach, facilities management and other cost centers can strike a more logical balance between cost savings and business impact. While determining the value of FM is elusive enough, understanding the correct language to use and conveying that to senior management can be a more daunting task.

This educational session will present a method for defining and determining the value of an FM initiative and address how to communicate that value to management. An example of this methodology and its output will be presented using Web Central Dashboards.

Learning Objectives:

How to determine the value of FM initiatives to your organization
Learn what FM information the "C" suite values
Learn how to convey this value through an executive dashboard

Management-Intermediate

B33: State of Missouri: Extending Facilities Management Visibility with ARCHIBUS
Presenters: Tom Schmidt, FMDC Energy Management Office Director, Technical Analysis Unit, Office of Administration, State of Missouri; Dave Mosby, Senior Consultant, Talisen Technologies, Inc.
As the organization responsible for the management of all facility-related tasks in the State of Missouri, the Office of Administration’s DFMDC relies on ARCHIBUS as the core of its CAFM infrastructure to make informed decisions to lower costs and increase ROI on on its various properties and assets.

This session describes how the state has allowed the DFMDC to take a well-informed, holistic view of facilities management strategies and tactics that have resulted most notably in 50 lease cancellations that saved $3 million and an additional $20.5 million in revenue generated through the sale of excess real estate. Additionally, the ARCHIBUS implementation’s real-time facilities information management has allowed the state to reduce maintenance costs by $ .40/sq. ft., and lowered energy costs by $ .17/sq. ft. while also cutting down on emissions.

Learning Objectives:

Understanding the State’s challenge’s and the plan for creating the High Performance Asset Management Solution (HPAMS)
How ARCHIBUS is used as the backbone of enterprise energy management
Best practices in work order automation, enterprise energy management, and business process mapping

Management--Advanced

B34: Advanced Web Forms and Reports
Presenters: ARCHIBUS Staff
ARCHIBUS Web Central includes “command and control” views. These are regular Web Central views that have been enhanced by Ajax-style interactivity, a drill-down index and mini-console, view commands, panels, view patterns, tabbed dialogs and wizards, and JavaScript extensions for forms that have custom behaviors. Using XML, you will learn how to more easily create and design an ARCHIBUS Web-based application. A basic understanding of XML is recommended.
Technical--Advanced

B35: Wish List for Windows
Presenter: Steve Segarra, ARCHIBUS, Inc.
With each new release, ARCHIBUS includes enhancements made at the request of our users. Attend this session to let us know what you’d like to see in future versions of the ARCHIBUS Windows platform.
Technical-Intermediate

B36: Overlay for Revit Architecture (NEW!)
Presenters: ARCHIBUS Staff
With the introduction of ARCHIBUS V.17, ARCHIBUS moves into the world of Building Information Management (BIM) by introducing the Overlay for Revit application. Like the Overlay for AutoCAD, the Overlay for Revit will allow users to directly access and update building data from a Revit project. Because a Revit project typically includes multiple floors, the power of updating data from a single file is passed on to the Overlay. In this session, users will be given a brief introduction to BIM, and will learn how to use the Overlay to update room, furniture, and equipment records from multiple floors with a few easy clicks.
Technical-Intermediate

Tuesday, April 15 6:30 p.m. – 10:00 p.m

DINNER/AWARDS/ENTERTAINMENT - RONALD REAGAN BUILDING AND INTERNATIONAL TRADE CENTER, WASHINGTON, D.C.

Wednesday, April 16 8:30 a.m. – 9:15 a.m.

BUFFET BREAKFAST, CRYSTAL BALLROOM

Wednesday, April 16 9:15 a.m. – 10:00 a.m.
MAIN-STAGE PRESENTATION

G31: Chesapeake Energy Drills For Savings with ARCHIBUS Enterprise System
Presenters: Jeff Weides, Facility Manager/ Coordinator Field Services and Nathan Hamilton, Application Analyst, Chesapeake Energy; Jane Bullock, Account Manager, ARCHIBUS Solution Centers – Research Triangle
The third largest natural gas exploration and extraction company in the U.S., Chesapeake Energy implemented ARCHIBUS two years ago, during a tremendous period of growth that continues today. ARCHIBUS has allowed Chesapeake to grow quickly by accurately tracking its employees, space, real estate and leased properties, fleets at all campuses, and maintenance management to a degree never before possible with its former Excel- and paper-based system. Its technology exploration now takes a major step forward through the introduction of handheld and Blackberry devices to manage their sprawling property holdings more efficiently for significant savings in time and money.

Learning Objectives:

Achieving data-sharing over an enterprise system
Making data accessible to everyone
Where and how to realize cost savings

Management-Intermediate

Wednesday, April 16 10:00 a.m. – 10:45 a.m.
MAIN-STAGE PRESENTATION

G32: Ferservizi: Operational Excellence at the Italian Railway System Group
Presenters: Maurizio Giampaolo, Facilities Manager, ICT Division, Ferservizi; Alessandro Sassi, IT Manager, eFM
Ferservizi, owned by the Italian Railway System Group, deals with facility management services, either provided internally or outsourced. Its organizational structure, specifically designed for managing and maintaining the Railway real estate assets, guarantees the operational efficiency and value generation needs of the stakeholders. And the needs are extensive with 7 million square meters of space and 16,000 kilometers of railway tracks under management in more than a dozen countries with a total asset value of € 23 billion. This session describes the importance of having a real-time real estate inventory system and the need for a centralized and integrated facility information system using a range of ARCHIBUS applications, including Environmental Sustainability, that are integrated with other ERP systems including SAP, HR, and FILENET document management systems.

Learning Objectives:

Optimal approaches to reengineering and certifying business processes
How to contain facility costs through leading-edge space management and planning
Achieving better informed investment budget planning (Building Condition Assessment, Environment Sustainability)

Management-Intermediate

Wednesday, April 16 11:00 a.m. – 11:45 a.m.
CONCURRENT SESSIONS

C11: Ball Aerospace Technologies: Integrating Telecom and MAC Applications, Web-ifying Workorders Wirelessly
Presenters: John Kuxhausen, CAFM System Administrator, and Wayne Schacher, Manager, Facilities Maintenance and Grounds, Ball Aerospace & Technologies, Corp.
Ball Aerospace has been using a MAC system for over three years. With a high churn rate, a limitation in the MAC system created a problem with sending and receiving accurate telecom information; this produced a high resource strain on the Telecommunications department in attempting to meet the demands of everyday operations. To solve this problem, Telecommunications initiated the deployment of the ARCHIBUS Telecom & Cabling application. This deployment helped integrate all telecom data into a common format easily used across the company and which could be integrated into the current MAC system to relieve telecom resource constraints and MAC bottlenecks.

Ball Aerospace has also implemented several other applications within ARCHIBUS, but Building Operations Management had only been used to track equipment and perform preventive maintenance; demand work orders were processed through phone and paper requests. In 2007, Ball Aerospace, with the help of ARCHIBUS Solution Centers-Research Triangle, began the full implementation of a work order system to operate on Web Central. Functionality includes a customized work request input screen, automatic work order generation, real-time craftsperson assignment via wireless Blackberry devices, real-time work order completion and close-out, and automatically generated customer satisfaction surveys. This presentation will describe the process Ball Aerospace went through to implement the work order system, the benefits gained, and the lessons learned.

Learning Objectives:

How to convert data from several sources into one format
Ways to integrate telecom data into an existing system
Best practices in coordinating MAC and Telecom data and functions
How Ball Aerospace took a proactive approach to implementing a work order system
How a Web-based work order system was applied to wireless devices
Ways to realize savings, both tangible and intangible, in work order management

Technical-Intermediate

C12: Benefits of Occupancy Management at First National Bank of Omaha
Presenters: Gretchen Harms, Business Analyst, FNBI; Reeves Davis, Director of Business Development, Idisis, Inc.
Think the ROI from tracking employee room occupancy data isn’t worth the effort? Think again. First National Buildings, Inc. (FNBI) of Omaha, Nebraska, the property management arm of First National Bank of Omaha, has teamed with Idisis to implement a robust occupancy management solution that has helped to fuel process improvements throughout FNBI, its parent company, and affiliates. Through the use of a graphical user interface, FNBI is able to use the occupancy data to aid in space planning for Facility Planning, space availability for Human Resources, evacuation rosters for Corporate Safety and much more.

Learning Objectives:

Learn to define the value of tracking occupancy information for his/her organization
Apply the lessons learned from FNBI to his/her organization's occupancy management implementation
Identify numerous opportunities for process improvement related to occupancy management at his/her organization

Management-Intermediate

C13: Missouri Ends Work Order Chaos with ARCHIBUS
Presenters: Therese Fick, Director of Facilities Information Management, State of Missouri, Office of Administration, Division of Facilities Management, Design and Construction; Lanae McKenna, Project Manager, Talisen Technologies, Inc
When the State of Missouri's Office of Administration, Division of Facility Management, Design and Construction (FMDC) took over building operations for the Department of Corrections, Department of Mental Health, Department of Secondary and Elementary Education and Missouri Highway Patrol they were tasked with replacing the 120 disparate work order systems (sometimes just paper processes) with a centralized ARCHIBUS installation. They also wanted to create a simplified computer interface that allowed craftspeople, many of whom were not computer-savvy, to input work order update and completion information using a touch screen/kiosk system. The result was a streamlined work order system that exceeded expectations for time and money saved.

Learning Objectives:

How to prepare for a major data merge
Benefits of a unified work order system
Understanding the technology behind the touch screen/kiosk system and how it expedited work order management
Best practices for increasing productivity through work order automation

Management-Intermediate

C14: Schema Do's and Don'ts
Presenters: ARCHIBUS Staff
This session will cover how to personalize and customize reports, views, tables, and fields. In addition, the session will cover the do's and don’ts of adding tables and fields, changing schema names, personalizing the configuration files, and much more.
Technical-Intermediate

C15: OSHA Compliance with Condition Assessment
Presenters: ARCHIBUS Staff
The ARCHIBUS Condition Assessment application lets you diagnose the health of buildings, equipment, and systems. Used effectively, the information it provides can help determine where improvement must be made and in what priority. At the simplest level, condition assessments are an integral part of building operations and maintenance programs. This session will focus on using condition assessment activities for OSHA compliance items to help keep your organization’s physical assets up to code. You will also learn how to report on items and use PDAs for assessments in the field.
Technical-Open to All

C16: Workflow Rules
Presenters: ARCHIBUS Staff
This session will discuss creating Workflow Rules by using existing event handlers. You can create Workflow Rules and workflows just by adding XML action entries to your view files to define new buttons and then define a new rule in the Workflow Rule console. The Workflow Rule console defines a set of parameters for how the rule is to be run, and gives a set of buttons to load the rule. Workflow Rules are either message rules, scheduled rules, or one-time scheduled rules. Message rules and one-time schedule rules can take parameters from the XML input action submitted by the client. In this way, message rules can retrieve values from the client-side form or from the application preferences or user account preferences.

This session will demonstrate uses of Workflow Rules as well as presentation, logic, and application tiers. In addition, it will cover procedures such as viewing the workflow rules diagrams and consoles, enabling and disabling rules, controlling rule access with hierarchical security, creating a notification view and a scheduled notification rule, and more.
Technical--Advanced

Wednesday, April 16 12:00 p.m. – 12:45 p.m.
CONCURRENT SESSIONS

C21: MetLife -- Thinking Strategically In Managing Corporate Real Estate
Presenters: Tina Christiano-Heintz, Assistant Vice President, Enrique Cabrera, Business Consultant, MetLife
A year ago MetLife’s already strained facilities management department was tasked with a new initiative: create Space Utilization reports, plot floor plans on a regular basis, and manage CAD/CAFM data for almost 6 million square feet of space. The decision was made to outsource the execution of those functions in order to allow current in-house FM personnel to become more involved with analyzing the data and making more informed business decisions. In a short time, MetLife has normalized all of its space classifications, automated monthly and quarterly reports presented to senior management, and implemented a change order system to track and measure performance for all requests, among other efficiency improvements. With more accurate data and streamlined reporting, MetLife has been able to increase efficiencies and explain any Space Utilization changes with supporting information.

Learning Objectives:

How to align resources strategically
Improving performance measurement
Optimizing strategic reporting

Management-Intermediate

C22: State of Missouri: Streamlining the Purchase Order and Procurement Process with ARCHIBUS
Presenters: Therese Fick, Director of Facilities Information Management, State of Missouri Office of Administration, Facilities Management, Design and Construction; Todd Rolfingsmeyer, Senior Systems Administrator, Talisen Technologies, Inc.
When the State of Missouri’s Office of Facility Management, Design and Construction (FMDC) was given responsibility for replacing the manual/paper-based purchase order systems at four state agencies, it knew it had to standardize on one state-wide electronic platform to enter, route, approve, pay and track purchase orders. Using ARCHIBUS, and the Appian Business Process Management Suite for maintaining business rules and stringent accounting policies, the state now has an online system that effectively manages the purchase order process with its 124,000 vendors.

The state also streamlined its procurement process between 120 locations and industrial products provider Grainger using a Web Central link to the Grainger shopping cart. As a result, the state has achieved reduced capital acquisition cycle time and now has an auditable record of part purchases and approvals.

Learning Objectives:

How ARCHIBUS flexibility supports new automated solutions implementation
Advantages of access to online forms/reporting, historical data, etc. for Purchase Order management
Turning integration with other solutions such as Appian into a win-win
Best practices in reallocating resources for parts procurement
Configuring the procurement network to create better workflow for the procurement process

Management-Intermediate

C23: Nuclear Regulatory Commission: Moving Facilities Management from Windows to Web Central
Presenters: William Harris, Team Leader, Space Planning and Construction, U.S. Nuclear Regulatory Agency; Lila Bartoszek, Senior Information Engineer/BPR Specialist, Serco - North America
The Space Planning and Property Management Branch of the U.S. Nuclear Regulatory Commission (NRC) establishes policies standards, and procedures for NRC-wide space and buildings acquisition and utilization. 9 years ago they purchased ARCHIBUS to see if it could help. The intention was to improve management of space vacancies.

In the ensuing years, during which the Nuclear Regulatory Commission’s Office of Administration/Division of Facilities and Security/Space Planning and Property Management Branch has been using ARCHIBUS and has introduced a growing number of Web-based services, as well as modifications to the software to help meet the needs of users and improve service standards. The ARCHIBUS applications in use are the Space Management, Overlay for AutoCAD with Design Management, Furniture & Equipment Management, Building Operations Management, Web Central, and the Viewer.

Through the use of Web tools, the NRC has significantly reduced the processing time of inventory and property management and the space management processes, while meeting the reporting needs of management.

Most recently, they have added several innovative Web-based applications, including one for visitors stations around their facilities so that users can type into a portal and find people and locations. This session will also demonstrate the agency's new Web-based Move/Add/Change business process.

Learning Objectives:

Expanding Web-based services throughout the NRC system
Making more effective use of space and property using ARCHIBUS applications
How to use scenario planning and forecasting to optimize space usage

Management-Intermediate

C24: Wish List for Web
Presenter: Steve Segarra, ARCHIBUS, Inc.
With each new release, ARCHIBUS includes enhancements made at the request of our users. Attend this session to let us know what you’d like to see in future versions of the ARCHIBUS Web Central product.
Technical-Intermediate

C25: Windows Tools and Tips
Presenters: ARCHIBUS Staff
This session offers tips for managing the ARCHIBUS interface. It will cover a variety of topics for the system administrator: creating and modifying reports in ARCHIBUS Enterprise, Document Management in Web Central, tools for finding and cleaning bad data, and schema customization.
Technical-Intermediate

C26: Web Views in ARCHIBUS V.17: Tree Views, and N-tier Tree Views (NEW!)
Presenters: ARCHIBUS Staff
There are many changes in how views are displayed in ARCHIBUS Web Central Version 17. For customers using earlier versions of Web Central, it will be important to note what changes have been made and what new functionality has been added. While earlier sessions will discuss the new features and creation of V.17 views using the View Definition Wizard, the focus on this session will be creating tree views and n-tier tree views as well as a discussion on view compatibility with future versions.
Technical-Open to All

Wednesday, April 16 1:00 p.m.

CONFERENCE CONCLUDES