CF2026 Sessions Details

• The IBM Cloud Decision and Strategic IBM, GlassHouse Systems and CGC Partnership
• IBM Cloud Migration Journey: Process, Progress, and Next Steps
• by Akshay Choudhary, Director of IT, Computer Guidance Corporation

• IBM Data Center Infrastructure and Continued IBM Investments
• IBM's Commitment to ISVs and Power Virtual Servers
• by Anthony J. Ciccone, Director of Product Management for IBM Power Systems, IBM
• GlassHouse System's Role in Migration Execution and Cloud Operations Management
• by Alex Talmor, President, GlassHouse Systems

Presenters: By CGC, IBM and GlassHouse Systems

Description

Learn why Computer Guidance Corporation selected IBM Cloud as the foundation for its next-generation hosting platform and how the strategic partnership between CGC, IBM, and GlassHouse Systems supports long-term innovation, security, scalability, and business continuity. This session reviews the IBM Cloud migration journey, including project planning, implementation progress, data center infrastructure, IBM's continued investment in Power Virtual Servers, and the role of GlassHouse Systems in migration execution and ongoing cloud operations management.

Learning Objectives

Upon completion of this session, participants will be able to:

• Explain the business and technical factors that influenced CGC's decision to migrate to IBM Cloud.
• Describe the roles and responsibilities of CGC, IBM, and GlassHouse Systems throughout the migration and ongoing cloud operations.
• Identify the benefits of IBM Cloud infrastructure and Power Virtual Servers for supporting secure, scalable, and reliable business applications.

Prerequisites: None

Knowledge Level: Overview

• Overview of eCMS One as the next generation of Computer Guidance’s ERP solution, including its vision and strategic direction
• Introduction to the modern platform architecture and underlying technology stack that powers scalability, security, and performance
• Review of core functionality across financials, project management, and operational workflows, with a focus on streamlined user experience
• Insights into cloud capabilities, integrations, and data accessibility that support real-time decision-making
• Overview of implementation approach, including deployment process, timelines, and best practices for a successful transition
• Discussion of extensibility, configurability, integration options, and future roadmap to support evolving business needs
• Highlights of innovation areas such as automation, advanced reporting, and enhanced analytics
• Q&A and discussion around how organizations can prepare for and benefit from adopting the next generation platform

Description

Discover the vision, strategy, and capabilities behind eCMS One, the next generation of Computer Guidance Corporation's ERP solution. This session provides an overview of the modern cloud platform, core application functionality, implementation approach, integration capabilities, and future product roadmap. Participants will also learn how eCMS One supports improved business processes, real-time access to information, automation, analytics, and long-term scalability for construction organizations.

Learning Objectives

Upon completion of this session, participants will be able to:

• Describe the vision, architecture, and key capabilities of the eCMS One platform.
• Identify the core functional areas, cloud capabilities, and integration options available within eCMS One.
• Recognize implementation considerations and best practices for preparing their organization to adopt the next generation ERP platform.

Prerequisites: None

Knowledge Level: Overview

Presenters: Steven Gross, VP of Client Solutions, Computer Guidance Corporation

• Overview of IDI Views, Reports, and Menus, including view properties and Union View IDI capabilities (e.g., reporting by union and employee hours), along with advanced analytics reporting
• Demonstration of commonly used and powerful IDIs, including comparisons between Job Cost Performance reports and standard job cost dictionary reports
• Overview of recently converted legacy reports
• Demonstration of how key legacy reports (such as AP/AR open payables and receivables details and controls) can be replicated in IDI, exported to Excel, or built into IDI Views, Menu options, and dashboards (including job-specific and general use cases)
• Demonstration of exporting IDI reports into Microsoft Word for formatted reporting
• Microsoft Word formatting tips and best practices for report presentation
• Overview of exporting capabilities across IDI reports
• Email distribution and scheduling functionality for automated report delivery
• Financial reporting demonstrations, including Profit & Loss and Balance Sheet reports
• Interactive Q&A session highlighting common use cases, challenges, and audience-driven discussion

Description

This session provides a comprehensive overview of IDI reporting capabilities, including IDI Views, Reports, Menus, and advanced analytics. Participants will learn how to leverage commonly used IDIs, recreate legacy reports, export reports to Microsoft Excel and Word, automate report distribution, and build meaningful financial and operational reports. The session also includes demonstrations of advanced reporting techniques, best practices, and interactive discussion around common reporting challenges.

Learning Objectives

Upon completion of this session, participants will be able to:

• Utilize IDI Views, Reports, and Menus to create meaningful operational and financial reports.
• Recreate legacy reports and export IDI data to Microsoft Excel and Word for analysis and presentation.
• Configure report scheduling, email distribution, and financial reporting features to improve reporting efficiency and decision-making.

Prerequisites: None

Knowledge Level: Intermediate

Presenters: Steven Gross, VP of Client Solutions, Computer Guidance Corporation and Sheila Holbrook, Professional Services Consultant, Computer Guidance Corporation

Reinforce that security and governance are critical parts of modernization.

Topics

This session will explore three subject areas:

• Overview of the threat landscape

• Introduction to Agentic AI-enabled Security Operations and AI Defense

• AI Governance and Protection

Presenters: Jeff Wilson, Vice President, Sales and Marketing, GlassHouse Systems

Description

As organizations adopt artificial intelligence and modern cloud technologies, security and governance become increasingly critical to protecting business operations and data. This session examines today's evolving cybersecurity threat landscape, explores how AI is transforming security operations and defense strategies, and discusses governance frameworks that help organizations adopt AI responsibly while managing risk.

Learning Objectives

Upon completion of this session, participants will be able to:

• Describe current cybersecurity threats affecting modern enterprise environments.
• Explain how AI-enabled security operations and AI-driven defense capabilities can strengthen an organization's security posture.
• Identify key AI governance and protection principles that support responsible, secure, and compliant AI adoption.

Prerequisites: None

Knowledge Level: Overview

• Overview of system administration and security for both the IBM platform and Windows environment
• Review of eCMS application security, including LBCC considerations
• Discussion of security across Web2, Xcipio, and Employee Self Service (ESS)
• Best practices and recent security enhancements to strengthen system protection
• Guidance for customer administrators on effectively managing systems and infrastructure within their environments
• Interactive Q&A session highlighting common incidents, challenges, and audience-driven insights

Presenters: Akshay Choudhary, Director of Information Technology, Computer Guidance Corporation, Kim Stoll, iSeries Engineer, Computer Guidance Corporation, John Mason, Windows Administrator, Computer Guidance Corporation, and Darin Osborn, Professional Services Consultant, Computer Guidance Corporation

Description

This session provides an overview of system administration and security across the IBM platform, Windows environment, and the eCMS application ecosystem. Participants will review application security, Web2, Xcipio, and Employee Self Service (ESS) security considerations, along with current best practices and recent enhancements designed to strengthen system protection. The session also offers practical guidance for customer administrators responsible for managing their organization's infrastructure and security.

Learning Objectives

Upon completion of this session, participants will be able to:

• Describe key system administration and security responsibilities across IBM, Windows, and eCMS environments.
• Identify security best practices for eCMS, Web2, Xcipio, Employee Self Service (ESS), and related applications.
• Apply recommendations for strengthening system security and effectively managing their organization's technology environment.

Prerequisites: None

Knowledge Level: Intermediate

Presenters: Marcus Rizzuti, IBM Cloud Sales Specialist, GlassHouse Systems, Tonny Bastiaan, Regional Vice President, IBM, and Glen Kaminski - Sr Solution Consultant, Partners - Apptio (an IBM company).

Description

As organizations continue to expand their cloud environments, effective cost management is essential for maximizing business value. This session introduces FinOps principles and demonstrates how artificial intelligence can improve cloud cost visibility, forecasting, optimization, and operational decision-making. Participants will gain practical insights into managing cloud investments while balancing performance, scalability, and financial accountability.

Learning Objectives

Upon completion of this session, participants will be able to:

• Explain the core principles of FinOps and their role in effective cloud financial management.
• Identify how AI can be used to analyze cloud usage, optimize costs, and improve resource planning.
• Recognize best practices for aligning cloud spending with business objectives while maintaining operational efficiency.

Prerequisites: None

Knowledge Level: Overview

• Overview of W-2 updates and overtime reporting requirements
• 401(k) rollover processes and Roth contribution considerations
• Payroll Tax Tables program overview and maintenance
• Database updates to support increased payroll processing volume
• Common payroll issues and solutions, including how-to guidance, tips, and best practices
• Interactive Q&A session highlighting common incidents, challenges, and audience-driven insights

Presenter: James Carroll, Application Support Manager, Computer Guidance Corporation, Cristina Brechbiel, Quality Assurance, Computer Guidance Corporation, and Penny Chambers, Application Support Specialist, Computer Guidance Corporation

Description

This session provides an overview of the latest payroll enhancements, regulatory updates, and system improvements within eCMS. Topics include W-2 updates, overtime reporting requirements, 401(k) rollovers and Roth contributions, Payroll Tax Tables maintenance, database enhancements for increased payroll processing capacity, and practical guidance for resolving common payroll challenges. The session concludes with an interactive discussion addressing attendee questions and real-world scenarios.

Learning Objectives

Upon completion of this session, participants will be able to:

• Identify recent payroll updates, compliance requirements, and system enhancements affecting payroll processing.
• Apply best practices for maintaining Payroll Tax Tables and managing retirement contribution and rollover processes.
• Resolve common payroll processing issues using recommended procedures and system functionality.

Prerequisites: None

Knowledge Level: Intermediate

Construction organizations are under increasing pressure to deliver faster insights, tighter cost control, and clearer visibility across their project portfolios. Yet most teams still struggle with siloed systems, manual reporting, and KPIs that change from project to project. In this session, Fraser Gallop—CEO of Onware, Tableau Ambassador, and long‑time data partner to construction firms—will walk through a practical roadmap for transforming eCMS and related operational data into a modern, scalable analytics environment.

The first half of the session explores what a modern data warehouse looks like for contractors today: automated pipelines, unified job cost structures, consistent definitions, and a cloud‑ready architecture that supports real‑time decision‑making. The second half distills Fraser’s Tableau Conference talk, Build KPI Dashboards Leaders Actually Use, into a focused playbook for creating executive‑ready dashboards that drive clarity instead of confusion. Attendees will learn the design patterns, KPI frameworks, and communication techniques that consistently resonate with construction leadership teams.

You’ll leave with a clear understanding of how to evolve your data environment, standardize KPIs, and build dashboards that finally deliver the insights your organization has been asking for.

Presenter: Fraser Gallop, CEO, Onware

Description

Construction organizations are under increasing pressure to deliver faster insights, improve cost control, and gain greater visibility across project portfolios. This session explores how companies can transform eCMS and related operational data into a modern, scalable analytics environment.

Fraser Gallop, CEO of Onware, Tableau Ambassador, and long-time data partner to construction organizations, will share practical strategies for building a modern data foundation, including automated data pipelines, unified job cost structures, consistent KPI definitions, and cloud-ready architecture. The session will also explore effective dashboard design principles and how construction leaders can leverage analytics to drive better decision-making and operational performance.

Learning Objectives

Upon completion of this session, participants will be able to:

• Describe the key components of a modern data warehouse environment designed for construction organizations.
• Identify best practices for standardizing data, KPIs, and reporting across project portfolios.
• Apply dashboard design principles to create meaningful analytics that support executive decision-making and business outcomes.

Prerequisites: None

Knowledge Level: Intermediate

Lemons and Lemonade: vendor payments are inherently laborious, risky, and too sour, but eCMS now has a digital, fraud-free-guaranteed, revenue-generating, and refreshing sweet option with the pre-built Corpay integration.

Presenters: Grant Cowles, VP Sales, Enterprise Construction, Corpay

Description

Vendor payments are a critical business process, but they are often time-consuming, manual, and vulnerable to risk. This session explores how organizations can transform the vendor payment experience through digital automation, improved security, and streamlined processes. Learn how the pre-built Corpay integration with eCMS provides a modern payment solution designed to help reduce fraud risk, improve efficiency, and create additional value for organizations.

Learning Objectives

Upon completion of this session, participants will be able to:

• Identify common challenges and risks associated with traditional vendor payment processes.
• Describe how digital payment solutions can improve efficiency, security, and operational control.
• Explain the capabilities and benefits of the Corpay integration with eCMS for modernizing vendor payment workflows.

Prerequisites: None

Knowledge Level: Overview

From Field Data to Jobsite Intelligence: What Changes When Your ERP Sees the Jobsite in Real Time by Austin Lane Technology

How mobile field data collection, connected in real time to your ERP, closes the gap between field and back office. Covers the financial impact of time automation and production tracking, and what the integration between field capture and your ERP looks like in practice.

Turn Field Data Into Profit by HCSS

HCSS empowers contractors to capture critical field data through our mobile-friendly app. This enables project managers to make informed decisions that drive profitability. It also integrates seamlessly with Computer Guidance for tracking labor hours, equipment usage, and payroll.

Presenters: Ryan Mays, Account Executive, HCSS and Dan Lessert, Professional Services, Austin Lane Technologies

Description

Real-time access to field data can transform how construction organizations manage projects, control costs, and make operational decisions. This session explores how mobile field data collection, integrated with an ERP system, helps bridge the gap between the jobsite and the back office. Participants will learn how connected field data improves time management, production tracking, labor visibility, equipment utilization, and overall project profitability.

The session will also highlight how Austin Lane Technology and HCSS solutions integrate with Computer Guidance to streamline field data capture and provide actionable insights that support better decision-making throughout the project lifecycle.

Learning Objectives

Upon completion of this session, participants will be able to:

• Explain how real-time field data integration improves visibility between construction jobsites and back-office operations.
• Identify opportunities to automate time collection, production tracking, labor reporting, and equipment usage management.
• Describe how integrated field solutions can help contractors improve project controls and drive profitability.

Prerequisites: None

Knowledge Level: Overview

• Overview of Forms applications and their role in streamlining field and operational processes
• Timekeeping functionality, including clock-in and clock-out capabilities for accurate labor tracking
• Service Work Orders management for tracking and executing field service activities
• Purchase Requisitions process to support efficient procurement workflows
• HR onboarding functionality, including field hiring directly at the job site
• Interactive Q&A session highlighting common incidents, challenges, and audience-driven insights

Presenters: Sheila Holbrook, Professional Services Consultant, Computer Guidance Corporation, and Darin Osborn, Professional Services Consultant, Computer Guidance Corporation

Description

This session provides an overview of Forms applications and how they help construction organizations streamline field and operational processes. Participants will explore functionality designed to improve efficiency, accuracy, and visibility across key business activities, including timekeeping, service work orders, purchase requisitions, and employee onboarding. The session will demonstrate how Forms applications can simplify workflows and support better communication between the field and office.

Learning Objectives

Upon completion of this session, participants will be able to:

• Describe the role of Forms applications in improving field and operational workflow efficiency.
• Identify how timekeeping, service work orders, purchase requisitions, and HR onboarding functionality support business processes.
• Apply best practices for leveraging Forms applications to improve data accuracy, productivity, and operational visibility.

Prerequisites: None

Knowledge Level: Overview

Presenter: Kirk Dunphy, Business Analyst, Computer Guidance Corporation

Description

This session provides an overview of Cognos 12 enhancements, platform improvements, and best practices for maximizing reporting and analytics capabilities. Participants will learn about new features designed to improve reporting efficiency, performance, security, and user experience. The session will also cover managing user access, roles, and data permissions, along with strategies for leveraging Cognos 12 to deliver meaningful insights and support better business decisions.

Learning Objectives

Upon completion of this session, participants will be able to:

• Identify key enhancements and improvements introduced in Cognos 12.
• Apply best practices for improving report development, performance, and reporting efficiency.
• Describe security and access control considerations for managing users, roles, and data permissions.
• Utilize Cognos 12 reporting and analytics capabilities to improve insights and decision-making.

Prerequisites: None

Knowledge Level: Intermediate

• Setting up jobs and cost structures, including creating projects, cost codes, phases, and budget templates through data import methods
• Labor, equipment, and material tracking, including capturing actuals versus estimates, timesheets, and resource allocation
• Managing change orders and cost adjustments, including handling scope changes, approvals, and impact on project finances
• Project Income Statement and forecasting to support financial visibility and planning
• Best practices and tips for improving accuracy, automating processes, and avoiding common mistakes
• Interactive Q&A session highlighting common incidents, challenges, and audience-driven insights

Presenters: Darin Osborn, Professional Services Consultant, Computer Guidance Corporation, and Sheila Holbrook, Professional Services Consultant, Computer Guidance Corporation

Description

This session provides an overview of key job cost management processes within eCMS, including project setup, cost structures, resource tracking, change management, and financial forecasting. Participants will learn how to establish effective project foundations, monitor labor, equipment, and material costs, manage change orders, and use project financial reporting to improve visibility and decision-making. The session will also highlight best practices for increasing accuracy, improving efficiency, and avoiding common job cost challenges.

Learning Objectives

Upon completion of this session, participants will be able to:

• Configure job and cost structures, including projects, cost codes, phases, and budget templates.
• Track labor, equipment, and material costs to compare actual performance against estimates.
• Manage change orders, cost adjustments, and project financial impacts.
• Utilize project income statements and forecasting tools to support financial planning and control.

Prerequisites: None

Knowledge Level: Intermediate

• Opening welcome and introduction to session topics, including high-level overviews of the CM application, OCR capabilities, workflow application, and forms functionality
• Exploration of content management and workflow beyond AP processing, including full-text search capabilities, version control, workflow governance, flexibility in configuration, enterprise-grade security, and customized folder structures aligned with ERP processes
• Overview of onboarding functionality and practical tips and tricks for CM, workflow, and forms to improve efficiency and usability
• Invoice Register overview, including multiple methods for adding invoices such as drag-and-drop, email imports (including vendor-direct submissions and scanner integrations), and OCR processing
• Workflow functionality, including UI customizations, AP invoice workflows, and configuration of different workflow types based on tags for POs and forms
• Deep dive into content management capabilities, including search functionality, security controls, version tracking, and workflow integration to ensure compliance and document accuracy
• Side menus and document storage, highlighting customizable and secure structures for managing key documents such as W-9s, contracts, subcontracts, insurance certificates, and other critical files
• Emphasis on flexible folder structures and configurable workflows that align with organizational processes across projects, divisions, and regions
• Forms application and onboarding overview, including best practices and tips to streamline processes
• Interactive Q&A session focused on common incidents, challenges, and audience-driven discussion

Presenters: Bernie Noe, Application Support Specialist, Computer Guidance Corporation, Darlene Moore, Professional Services Consultant, Computer Guidance Corporation, and Sheila Holbrook, Professional Services Consultant, Computer Guidance Corporation

Description

This session provides an overview of key job cost management processes within eCMS, including project setup, cost structures, resource tracking, change management, and financial forecasting. Participants will learn how to establish effective project foundations, monitor labor, equipment, and material costs, manage change orders and cost adjustments, and leverage project financial reporting to improve visibility and decision-making. The session will also highlight best practices for improving accuracy, increasing efficiency, and avoiding common job cost management challenges.

Learning Objectives

Upon completion of this session, participants will be able to:

• Configure job and cost structures, including projects, cost codes, phases, and budget templates.
• Track labor, equipment, and material costs to evaluate actual performance against estimates.
• Manage change orders, cost adjustments, and their impact on project financial performance.
• Utilize project income statements and forecasting tools to support financial planning and cost control.

Prerequisites: None

Knowledge Level: Intermediate

• Overview of the application, including key features and benefits
• Rollout and implementation best practices for a successful deployment
• Year-end W-2 access and employee considerations
• Security overview, including access controls and data protection
• Interactive Q&A session highlighting common incidents, challenges, and audience-driven insights

Presenters: Michael Mitchell, Customer Success Manager, Computer Guidance Corporation, and Bernie Noe, Application Support Specialist, Computer Guidance Corporation

Description

This session provides an overview of the Employee Self Service (ESS) application, including key features, benefits, and best practices for successful deployment. Participants will learn about implementation considerations, year-end W-2 access, employee usage, security controls, and data protection practices. The session will also include guidance for administrators on maximizing ESS adoption and supporting employees through common processes.

Learning Objectives

Upon completion of this session, participants will be able to:

• Identify key features and benefits of the Employee Self Service application.
• Apply best practices for planning and implementing a successful ESS rollout.
• Describe employee access considerations, including year-end W-2 availability and security requirements.
• Recognize security and data protection measures that support effective ESS management.

Prerequisites: None

Knowledge Level: Overview

• Overview of various data import methods and their role in supporting efficient system processing
• Integration methods with eCMS to enable seamless data flow across applications and modules
• Time & Materials (T&M) imports for streamlined labor and cost tracking
• General Ledger imports to support financial data accuracy and reconciliation
• Employee deductions imports for payroll and benefits processing
• Equipment reading imports for tracking usage and operational metrics
• Subcontract imports to support subcontractor data management and job costing
• Plant sales imports for capturing and managing sales transactions
• AP Pay Select imports to streamline accounts payable processing and payment selection
• Streamlining workflows using eCMS imports across job setup, procurement, and pricing processes
• Interactive Q&A session highlighting common incidents, challenges, and audience-driven insights

Presenters: Darlene Moore, Professional Services Consultant, Computer Guidance Corporation and Sheila Holbrook, Professional Services Consultant, Computer Guidance Corporation

Description

This session provides an overview of eCMS data import capabilities and how they support efficient system processing, improved data accuracy, and streamlined business workflows. Participants will explore various import methods and integration approaches that enable seamless data flow across applications and modules. Topics include Time & Materials, General Ledger, Employee Deductions, Equipment Readings, Subcontract, Plant Sales, and AP Pay Select imports, along with best practices for leveraging imports across job setup, procurement, pricing, and financial processes.

Learning Objectives

Upon completion of this session, participants will be able to:

• Identify available eCMS import methods and their role in improving system efficiency and data accuracy.
• Describe how integration methods support data flow across eCMS applications and business processes.
• Apply best practices for using imports to streamline job setup, payroll, financial processing, procurement, and operational workflows.

Prerequisites: None

Knowledge Level: Intermediate

This session will provide an overview of incident creation and management, along with the customer resources available through CGC, including the CGC Portal, Support Site, CGC University, Payroll Tax Tables, modification request process, programs, and additional support tools.

Topics will include:
• How to properly submit and manage an incident
• What information to include to help expedite issue resolution
• How to attach backup documentation and screenshots
• Incident communication and follow-up best practices
• When and how to reopen an incident
• Additional resources and support information available to customers

Presenters: Bernie Noe, Application Support Specialist, Computer Guidance Corporation, Sheila Holbrook, Professional Services Consultant, Computer Guidance Corporation, James Carroll, Application Support Manager, Computer Guidance Corporation, and Penny Chambers, Application Support Specialist, Computer Guidance Corporation

Description

This session provides an overview of incident creation and management processes, along with the customer resources available through Computer Guidance Corporation. Participants will learn how to effectively submit, track, and manage support incidents while leveraging tools such as the CGC Portal, Support Site, CGC University, Payroll Tax Tables resources, modification request processes, and other customer support programs.

Learning Objectives

Upon completion of this session, participants will be able to:

• Create and manage support incidents using recommended submission and communication practices.
• Identify the key information and documentation needed to help expedite issue resolution.
• Apply best practices for attaching supporting materials, following up on incidents, and reopening issues when necessary.
• Locate and utilize available CGC customer resources and support tools.

Prerequisites: None

Knowledge Level: Overview