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Honest Buildings
Customer Summit

FRIDAY, MAY 3, 2019

Agenda

Whether you are a daily user or executive stakeholder, you won’t want to miss the inaugural Honest Buildings Customer Summit.

Join us for a day focused entirely on you, and how you can improve your business outcomes using Honest Buildings. Learn best practices from other Honest Buildings customers, engage in product deep-dive sessions, and share ideas and learnings with fellow users.

Day 2 is exclusively for Honest Buildings customers. Entrance is complimentary with the purchase of a ticket to Catalyst CRE Industry Summit.

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Product Breakout Sessions

RFP Process Best Practices: For anyone who is running or interested in running a full RFP and bid process in Honest Buildings. Learn best practices for everything from sending RFPs to vendors, to bid leveling, managing RFIs, and awarding bids. Get a sneak peek of how vendors experience the RFP process through Honest Buildings as well.

Cost Tracking Best Practices: For anyone who uses or is interested in using Honest Buildings to track costs. Learn best practices to manage cost tracking, change orders, invoicing, and contracts in the most effective way. Get a sneak peek how vendors experience the cost process as well.

Templates Deep Dive: For anyone currently using milestones, cost tracking, bid forms, and folders and would like to streamline their workflows using templates. Learn which templates can save individual users time, and well as which templates can be implemented portfolio-wide to improve consistency of data and reduce errors.

Reporting Deep Dive: For anyone who wants to become more proficient at creating reports and using them to improve communication, transparency, and decision making. See reports that have proven success among clients for needs including daily status updates, monthly project team meetings, and executive reporting.

Using Historical Data for Planning: For anyone who is currently planning upcoming projects, see how you can use historical data about projects, cost items, and vendors, in Honest Buildings to make more accurate and informed decisions for the future.

MRI Integration: For anyone currently using MRI who is interested in integrating their accounting data with Honest Buildings. Understand integration capabilities to share project cost, contract, change order and invoice data between systems to reduce administrative time and manual errors.

Yardi Integration: For anyone currently using Yardi who is interested in integrating their accounting data with Honest Buildings. Understand integration capabilities to share project cost, contract, change order and invoice data between systems to reduce administrative time and manual errors.


AGENDA

8:30 - 9:30AM: Breakfast and Registration

9:30 - 10:30AM: Welcome Address & Customer Highlights Panel

10:30 - 11:00AM: Networking Break

11:00 - 11:30: Product Breakouts

RFP Process Best Practices | Templates Deep Dive | Integrations: MRI

11:30 - 12:00PM: Product Breakouts

Cost Tracking Best Practices | Templates Deep Dive | Using Historical Data for Planning

12:00 - 1:00PM: Lunch & Networking

1:00 - 1:30PM: Product Breakouts

RFP Process Best Practices | Reporting Deep Dive | Using Historical Data for Planning

1:30 - 2:00PM: Product Breakouts

Cost Tracking Best Practices | Reporting Deep Dive | Integrations: Yardi

2:00 - 2:30PM: 2019 Product Roadmap & Vision