Digital Project Manager & Business Analyst Cora Responsibilities - PowerPoint PPT Presentation

Digital Project Manager & Business Analyst Cora Responsibilities • IT Product Owner • Subject Matter Expert • Project Manager • Trainer • Administrator Proprietary & Confidential 1

For over 40 years, Automated Logic Corporation (ALC) has delivered innovative, intelligent building automation systems that advance energy conservation, flexibility, and ease of use. All ALC products contribute to an intelligent building ecosystem — buildings that are designed to maximize occupant comfort and ensure energy savings. Automated Logic is a Carrier company. 2

Challenges to Solve Multiple Regions • Multiple Processes, Tools No Visibility in Project Level Details Reporting • Multiple Formats, Human Error Desire to Grow • Scale, Simplify, Commonality, Flexibility Proprietary & Confidential 3

• Task Management • User Friendly • Milestone Tracking • Mobile App Platform • Daily Logs • Time Tracking Requirements • Document Management • Material Management • File Sharing • Subcontractor Management • Resource Management • RFI Management • Punch Lists • Picture Upload • Dashboards • Role Based Access Level • Reporting • Integrate with ERP, CPQ • Experience in & CRM Construction Proprietary & Confidential

ALC Timeline Proprietary & Confidential

Training • In Person Training • Project Team at Every Training • Share Use Cases • “Talk Shop” • Once in their Role/ Currently in Role • Encouraged Feedback – good, bad & the ugly • Team Dinners • Discuss Feedback • Create immediate wins for End Users Proprietary & Confidential 6

Cora SharePoint Site One Stop Shop for All Things Cora: • Training Documentation • Training Videos • Live FAQ • Support • Idea Board Proprietary & Confidential

Refresher/Best Practice Call • Re-Enforce Training • Platform to Ask Questions • Introduce New Features • Best Practices • Guest Speakers Proprietary & Confidential

Feedback • Track All Feature Requests • Review on Weekly Project Calls • Implement Approved Ideas* *ALC has Implemented 32% of Ideas Submitted To Date Proprietary & Confidential

Drive Adoption • Feedback Ask, Reply, Implement • • Support Accessible • Top Down Buy In • • Action Make Those Quick Wins • • Tracking Login Usage • User Summary • Audit Trails • Utilization of Non-Required • Features Proprietary & Confidential

THANK YOU Lindsey Leiker Project Manager & Business Analyst Lindsey. Leiker@Carrier.com Proprietary & Confidential