CUSTOMER PANEL

Alternative ways to use workflow TARGET AUDIENCE: ALLTara Anderson, Customer Success Manager, Newforma

If you wonder how other firms are optimizing the workflow tools of Project Center, this session is for you! In this panel discussion, users share insight into how they use Project Center workflow to improve their business processes.

Avitru - Submittals TARGET AUDIENCE: ALLAaron Kivett, CSM / Technical Product Manager, Newforma

Learn about how Newforma and Avitru are integrating the specification and construction submittal process. See the latest connector capabilities, hear about and influence the future direction of the Newforma/Avitru connector.

CUSTOMER-LED

Bending Project Center across project phases TARGET AUDIENCE: ALLMatthew Peters, Architect, Granum a/i

Learn how to customize global keywords to make Activity Centers more meaningful, set up project via template and map to your network folder, and use Project Center as project whiteboard.

Bluebeam TARGET AUDIENCE: ALL Marge Hart, Director of Product Management, Newforma

Bluebeam is the industry standard when it comes to markups for the Construction Industry. Learn how Project Center’s Bluebeam integration for Submittal review workflow streamlines the collaborative and single reviewer markup to save time and ensure that all markup history is stored as part of the project history.

Customer Community, Newforma University and User Groups TARGET AUDIENCE: ALLTara Anderson, Customer Success Manager, Newforma Lori Beekman, Senior Training Consultant, Newforma

Learn the benefits of joining the Newforma Customer Community! Find the latest news on releases, get answers from Newforma users and experts, submit and track feature requests and how to connect with a

local user group. Discover how to leverage Newforma University for on-demand learning with online courses and video tutorials for all user levels.

Document Control vs Document Sets TARGET AUDIENCE: ALLLori Beekman, Senior Training Consultant, Newforma Cheri McMullan, Training Consultant, Newforma

Learn when is it best to Document Control versus Document Sets. In this session we will explore Document Control which helps track revisions and issuances and Document Sets to help manage key deliverables without the need to move the files.

CUSTOMER-LED

Get the most out of Project Center TARGET AUDIENCE: ALLMike O’Toole, WSP

Learn how to be more efficient! We will explore the filter function which allows you to search through thousands of emails in seconds, mobile apps that allow you to go into the field without lugging rolls of drawings and extra papers, and demonstrate how to send pictures back to your office to show construction progress. Also learn how to work much faster during construction administration by leveraging electronic RFIs and submittals.

Getting more out of Project Center Email Management TARGET AUDIENCE: ALL Conan Jurgens, Manager, Customer Success Management, NewformaSteve Komisarek, Customer Success Manager, Newforma

Looking for ways to manage that mountain of emails in your inbox? We’ll show you ways to file, search, link, share and work with email using Newforma Project Email, along with Mobile Apps, Web or on your Desktop.

CUSTOMER-LED

N2N Connections TARGET AUDIENCE: ALLLauren Chaney, SFCS Aaron Kivett, CSM / Technical Product Manager, Newforma

Companies are collaborating and sharing information today more than ever before. Automation and Error reduction in this process can help increase everyone’s bottom line. This class will cover the most common configuration, administration and troubleshooting tasks regarding Newforma to Newforma connections.

Connecting People, Places and InformationNewforma World 2018 Sessions

Power BI Dashboards, customizing dashboards, gateway setup and sharing reportTARGET AUDIENCE: ALL Josh Hewitt, Technical Consultant, Newforma

Learn how to customize your Newforma Project Dashboards in Power BI, setup synchronzation automatically synchronize data for your dashboards, pull in data from other non-Newforma sources, and share them with your colleagues.

Project Center v12 TARGET AUDIENCE: ALLMarge Hart, Director of Product Management, Newforma Alastair Clark, Technical Consultant, Newforma

Access to project information while away from the office makes it easier to get answers to questions quicker. Learn how Project Center 12 + Cloud mobile and web apps provides direct access to information behind your firewall. Navigate and search project files and emails, create and update action items, and file emails – all on the go!

CUSTOMER-LED

Techniques to drive user adoption TARGET AUDIENCE: ALLConan Jurgens, Manager, Customer Success Management, Newforma

Return home with tips that you can apply to be a stronger Newforma Champion! In this panel discussion, you will Learn from your peers the strategies they used to drive and increase user adoption within their organizations.

Things you may not know know about Project Center TARGET AUDIENCE: ALLKelly Coyle, Tier ll Technical Support Specialist, NewformaAlastair Clark, Technical Consultant, Newforma

Have you ever wondered what hidden gems lie undiscovered in Project Center? Join us as we discuss often overlooked features, tips and tricks that most often have our customers saying - “I didn’t know I could do that in Project Center!”

Contract Management Efficiency for Submittals Workflow TARGET AUDIENCE: CONTRACT ADMINMarge Hart, Director of Product Management, Newforma Brian Guidotti, Customer Success Manager, Newforma

Efficiency in Submittals and RFI processing can save time and money for a project. Gain insight into tips and tricks for processing contract management items, see how Newforma is streamlining the process with current and future connectors and learn how Project Trackers and PowerBI can provide the reporting and oversight for project and cross project reporting and analysis.

Dashboards 101 (Project Tracker Dashboard) and Health Tracker Dashboard 2.0 TARGET AUDIENCE: CONTRACT ADMINJosh Hewitt, Technical Consultant, Newforma

Learn about the updated Newforma Project Health Tracker and how it can help Newforma Admins stay on top of Newforma system health, as well as the new Project Tracker dashboards and their cross-project and cross-server reporting functionality.

RFI & Submittal for Contract Management TARGET AUDIENCE: CONTRACT ADMINLori Beekman, Senior Training Consultant, Newforma Cheri McMullan, Training Consultant, Newforma

Using Newforma’s RFI and Submittal activity centers to keep track of these items. Easily identify where the item is in the lifecycle from beginning to close. Keep track of those items that are expected to be delivered.

A lower cost EDMS alternative for Check-In Check-Out TARGET AUDIENCE: IT ADMIN Mark Cloer, Customer Support Specialist, NewformaKelly Uehling, Senior Technical Consultant, Newforma

Today’s work environment requires project teams to work with huge amounts of data simultaneously. The Check-In/Check-Out workflow helps make the process more efficient. This class will go over the configuration and administration of Newforma’s newest, lower cost EDMS solution.

APIs - Behind the scenes tour TARGET AUDIENCE: IT ADMINNathan Sellers, Senior Technical Consultant - Integrations, Newforma

Learn about the nuts-and-bolts of the Newforma APIs from authentication through making calls to retrieve data. We’ll walk you through code samples from the Developer Portal that can kick-start your organization’s back-office integrations with Newforma.

APIs - State of the Union TARGET AUDIENCE: IT ADMINNathan Sellers, Senior Technical Consultant - Integrations, Newforma

Discover the new REST APIs that are available today through the Newforma Developer Portal. These APIs are being used within Newforma’s own applications as well as integrations with 3rd party ERP, and contract admin systems.

Global Admin functions and PM control for Contract Management TARGET AUDIENCE: IT ADMIN Lori Beekman, Senior Training Consultant, Newforma Cheri McMullan, Training Consultant, Newforma

Learn how to modify a Contract Management Activity keyword list as a Global Admin and apply the new settings to your project as a Project Administrator. Understand what keyword lists to modify and how to customize Activity Centers.

Custominzing Templates in Project Center TARGET AUDIENCE: IT ADMIN Kelly Uehling, Senior Technical Consultant, Newforma

Everyone at some point wishes their Newforma templates were a little more tailored to their individual firms. This overview will share how to customize some of the most frequently requested templates.

Indexing TARGET AUDIENCE: IT ADMIN Mark Cloer, Customer Support Specialist, Newforma

In this technical deep-dive topic, we will cover how the Indexing process works to create searchable content within Project Center. Best practices for managing project data based on some common environments will be discussed. We will also review some of the most common Indexing issues that arise, how they impact Search and how to effectively troubleshoot them.

Leveraging Log Files for trouble-shooting TARGET AUDIENCE: IT ADMIN Kelly Coyle, Tier ll Technical Support Specialist, NewformaConan Jurgens, Manager, Customer Success Management, Newforma

Review the various log files available to Administrators and the information that they contain for starting the troubleshooting process. Discuss how log files can be used together with our knowledgebase, Newforma Help, and Customer Community to resolve issues without needing to engage Support.

CUSTOMER PANEL

Migration to v12 with Cloud Azure AD TARGET AUDIENCE: IT ADMIN Josh Hewitt, Technical Consultant, Newforma

Learn how to prep for and perform a migration to Newforma Project Center v12 Edition + Cloud.  In this session, you will learn what components need to be in place to migrate to v12 Edition + Cloud and see a demo on how to perform a migration.

Optimize your Project Center environment TARGET AUDIENCE: IT ADMIN Kelly Uehling, Senior Technical Consultant, Newforma

Today’s complex infrastructure and network topologies introduce an increasing number of variables to the health of your corporate servers and corporate network. This class is designed to provide tips and tricks that will help optimize your Newforma Project Center servers, Newforma Info Exchange servers and overall Newforma environment

Security & Data Privacy: Everything you wanted to know, and more... TARGET AUDIENCE: IT ADMIN Tammy Tenny, VP, Software Delivery, NewformaJamie Peloquin, Manager, DevOps, Engineering DevOps, Newforma

In today’s world, Cloud-based applications and storage are the norm. Security Policies around Personally Identifiable Information, data storage, and processing are more and more critical each day. For example, In May 2018, EUs GDPR laws went into effect protecting personal information rights. This session will provide an overview of Newforma’s efforts to satisfy GDPR and enhance the Security of your data.

Extending the use of Power BI within your business TARGET AUDIENCE: IT ADMIN, PROJECT MANAGERJosh Hewitt, Technical Consultant, Newforma

Learn how to use Microsoft Power BI to customize the Newforma Project dashboards. Using this powerful tool, you can create dashboards that fit the specific needs of your end users.

CUSTOMER-LED

Managing more than your documents with Project Center TARGET AUDIENCE: IT ADMIN, PROJECT MANAGERDave Moyes, SimpsonHaugh

A look at how SimpsonHaugh use Project Center to support its business operations. Learn how SimpsonHaugh uses Project Center Contract Management tool with Action Items to aid in the facilities management of its offices.

NBIM Module integration with Navisworks & Revit Viewer & Enhancements TARGET AUDIENCE: PROJECT MANAGERMarge Hart, Director of Product Management, Newforma

Building Information Modeling makes construction more efficient. Newforma has added functionality and improvements to the NBIM module to make your BIM workflows more effective. Whether viewing models, tracking clashes or looking for more flexibility in publishing or synching data, learn how NBIM enhancements can increase your efficiency.

TECHNICALConfiguring Cloud ServicesIn this class each customer will get some hands-on experience configuring Newforma Cloud Services. They will implement Cloud Services from start-to-finish in a Sandbox environment.

Customizing Newforma Dashbards Built in Power BIIn this class, customers will get some hands-on experience customizing a Newforma dashboard using Power BI. They will learn how to add data sources, make customizations, and publish and share their new customized dashboards.

Learn how to Implement Project Email AddressingIn this class, customers will learn how Newforma email services work under-the-hood. As a group, they will get some hands-on experience configuring Newforma for use with Office 365 and Project Email Addressing.

GENERAL Basic Form CustomizationLearn how to create basic customizations to your forms within Project Center. We will discuss the best practices for testing your forms and how to apply them to projects.

RFI and Submittal WorkflowLearn how to process the workflow for these CA items in Project Center. We will also discuss how to customize the available options in the workflow and some options related to external user access on Info Exchange.

Action Items / Meeting MinutesLearn how to manage your project “to-do’s” in a more efficient way by using Newforma Action Items. We will talk creation, reminders and reporting. In our discussion of Meeting Minutes within Project Center, we will also show how these two items can be related.

Reporting: Saving column settings, log vs specialized reports, reports from Info ExchangeAre you constantly trying to figure out how to run report views for different groups and remembering those settings? Learn how to save different column settings, apply them, and show the differences between the log and specialized reports.

Taking Your Experience To The Next LevelNewforma World 2018 Workshop

1750 Elm Street, 9th Floor Manchester, NH 03104 USA

800-303-4650 | newforma.com