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CGC Customer Portal

CC2025 Sessions & Discussion Topics

 

Customer Connect 2025 

Thursday, August 14, 2025 

8:00 AM – 12:00 PM – Updates, Discussions & Solution Demonstrations

Welcome to Customer Connect 2025

  • Client Services & Resources Updates and Customer Connect 2025

eCMS v.4.2

  • Latest Modifications, Enhancements, and Development Effort

eCMS Accounting and Payroll

  • eCMS Payroll, Payroll Tax Tables, Tax Accounting and Accounting Updates

9:45 AM to 10:00 AM – AM Break (15 min)

eCMS One (60 min) (Steve Gross)

  • eCMS One Demonstration, Discussions, and Q&A

CGC + INRS Partnership / INRS Presentation

12:00 PM – 1:00 PM – Luncheon / Corpay Presentation

1:00 PM – 5:00 PM – Hands-On User Training, Group Discussions

eCMS IDI and BI&A Hands-On Training, Discussions, Demonstrations

  • IDI / Business Intelligence & Analytics Latest Enhancements
  • Interactive Data Inquiry Overview, Tips and Tricks, Latest Enhancements
  • Advanced Analytics Report Writing
  • Grid Report Notification
  • Labor Productivity Report

3:00 PM - 3:15 PM – PM Break (15 min)

  • Project Income Statement Forecasting
  • New Monthly Forecasting Feature within PISF

CGC + Onware Partnership / Onware Presentation

  • Onware BI&A and AI Solutions for eCMS ERP
  • Client Case Studies/Success Stories
  • Demonstration, Discussions and Q&A

Friday, August 15, 2025

8:00 AM – 12:00 PM – Hands-On User Training, Group Discussions

eCMS ERP Applications Hands-On Training, Discussions, Demonstrations

  • Bank Account Reconciliation Program
  • Mobile Purchasing Requisition Application
  • Manpower Scheduler
  • New Imports into eCMS
  • Selecting Invoices for Payment

10:00 AM – 10:15 AM – AM Break (15 min)

eCMS Content Management, Forms and Workflow Applications Hands-On Training, Discussions, Demonstrations

  • Forms
  • Content Management & Workflow
  • Advanced Workflow Functionality

 

 

 

CC2025 Detailed Program Overview

August 14, 2025
Time 8:00 AM - 8:15 AM (15 min)
Program Title Welcome to Customer Connect 2025
Client Services & Resources Updates and Customer Connect 2025
Presenter: Jennifer Spragg
Program Description This session will provide a comprehensive overview of the many resources available to CGC clients that are designed to enhance their use of eCMS and contribute to their long-term success. Attendees will explore the CGC Portal and its wide range of integrated tools, learn how to access and utilize the CGC Customer Support Site, and gain insight into the CGC University Program for continued education. The session will also highlight the role and benefits of the PAG Forums, upcoming user conferences, and additional engagement opportunities. By the end of the session, participants will be fully informed and equipped to take advantage of the full spectrum of support, training, and community resources offered by CGC.
Learning Objectives
  • Navigate the CGC Portal and identify key tools available within the portal.
  • Access and utilize the CGC Customer Support Site for technical assistance.
  • Know how to leverage the after-hours support assistance.
  • Describe the purpose and benefits of the CGC University Program and PAG Forums.
  • Discover upcoming user conferences and engagement opportunities to support their continued education of CGC’s products and services and engage in community collaboration.
Prerequisites Access to CGC Portal and Customer Support Site
Advanced Preparation Requirements None
CPE Level Basic

August 14, 2025
Time 8:15 AM – 9:15 AM (60 min)
Program Title eCMS v.4.2
Latest Modifications, Enhancements and Development Efforts
Presenters: Jon Bruce, Darlene Moore
Program Description This presentation will provide a detailed overview of the latest enhancements in eCMS v.4.2 applications. This session will showcase how these advancements are now readily accessible, designed to boost productivity, streamline workflows, and provide deeper visibility into your financial and operational performance.
Learning Objectives After attending this session, participants will be able to:

  • Learn about the new features, mods and enhancements introduced in the latest eCMS v.4.2 release and how to use them for their organizations.
  • Evaluate which modifications or enhancements meet the needs of their specific organizations and how those can help achieve their company goals.
  • Relate these newly available features and functionality to gain greater insight into financial and operational performance for their organizations.
Prerequisites Basic understanding of eCMS menu and applications.
Advanced Preparation Requirements None
CPE Level Basic

August 14, 2025
Time 9:15 AM – 9:45 AM (30 min)
Program Title eCMS Payroll and Human Resources
Presenter: James Carroll
Program Description Payroll Tax Table Import, Payroll Distribution Master Adjustments (D), New Davis Bacon Weekly Certified Forms, WH-347, Prevailing Wage Davis Bacon Code 3, No Tax on Overtime Premium, Secure 2 Act: Catch-Up for Ages 60 to 63 and Higher.
Learning Objectives
  • After attending this session, participants will be able to apply knowledge for using the above features.
Prerequisites Basic understanding of eCMS Payroll, HR and Accounting Applications
Advanced Preparation Requirements None (Access to eCMS v.4.2)
CPE Level Intermediate

August 14, 2025
Time 10:00 AM – 11:00 AM (60 min)
Program Title eCMS One
Presenter: Steven Gross
Program Description Discover the latest in our next generation ERP system eCMS One.
Learning Objectives Participants will learn about the capabilities and benefits of eCMS One. After attending this session, participants will leave with a better understanding of what eCMS One is:

  • The depth and breadth of the system
  • What specific functions it will provide
  • How easy it is to use
  • How scalable it is, with its ability to support contractors large and small
Prerequisites Basic understanding of eCMS applications
Advanced Preparation Requirements None
CPE Level Basic

August 14, 2025
Time 11:00 AM – 12:00 PM (60 min)
Program Title Project Management Doesn’t Have to be Like Root Canal
Presenter: Chris Wright
Program Description A construction company with an inefficient or outdated project management system can waste thousands of labor hours costing millions of dollars. Confusing change orders, communications delays, and inaccurate project data are only a few of the problems. How much more control would you have with real-time cost visibility? What if the silos were removed between your teams? What if data entry could be easily made between field and office? Bet your life (and bottom line) would be better. During this session, representatives from two of the country’s most successful construction companies will tell you the results of elevating their project management systems. Presented by INRS Enterprises and guests from J.F. Brennan Company and JP Cullen.
Learning Objectives By the end of this session, participants will be able to:

  • Identify the key operational inefficiencies in traditional or outdated construction project management systems, including challenges with change orders, communication gaps, and data inaccuracies.
  • Explain the business impact of real-time cost visibility and integrated field-to-office data entry on project outcomes and profitability.
  • Evaluate the benefits of breaking down silos between project stakeholders to improve collaboration, speed, and accuracy.
  • Assess real-world strategies and results shared by J.F. Brennan Company and JP Cullen, including how upgrading their project management approach led to measurable improvements.
  • Apply lessons learned from peer experiences to consider improvements in their own project management workflows and technology use.
Prerequisites None
Advanced Preparation Requirements None
CPE Level Basic

August 14, 2025
Time 12:00 PM – 1:00 PM (60 min)
Program Title Check Please! Getting That Receipt — and Your Invoice Payments — Digitized with eCMS
Presenter: Grant Cowles
Program Description Missing receipts and lost checks—sound familiar? Paper receipts and checks slow your billing and payments, cause confusion, and historically, it has been very hard to find a solution to integrate with eCMS. Corpay’s fully integrated eCMS tools, including AP automation, commercial cards, and expense management, help construction firms cut down on paperwork, reduce misuse and fraud, and control spending. Join our session to see how Corpay's partnership with eCMS reduces risk and gives you full visibility into every dollar moving through your firm — without disrupting your current workflows.
Learning Objectives After attending this session, participants will be able to:

  • Understand industry statistics and trends relating to construction payments
  • Identify areas of paper-based inefficiencies in payment operations
  • Learn best practices and technology opportunities to improve processes
  • Learn about eCMS’ pre-built options for digitization
  • See examples and hear from other peers about their solutions
Prerequisites None
Advanced Preparation Requirements None
CPE Level Basic


August 14, 2025
Time 1:00 PM – 3:45 PM (165 min)
Program Title eCMS IDI and BI&A Hands-On Training, Discussions, Demonstrations
Presenters: Darlene Moore, Jon Bruce
Section 1 – IDI / Business Intelligence & Analytics Latest Enhancements
Program Overview During this training session, I, as the presenter, will demonstrate some of the latest features as well as how to use the Web2 IDIs in eCMS to generate IDI listings of multiple master records and reports. The attendees will be shown how to successfully navigate the system, add and remove fields, and how to export data into Excel, .PDF, .XML, or a .CSV file format.
Learning Objectives The learning objectives for this class are for the users to walk away with an in-depth knowledge of how to navigate and use the tools available within the system to display various IDI views. They will hear about some of the latest enhancements to the IDIs and how to export data.
Prerequisites XCIPIO security and general knowledge of how the eCMS application menus are organized
Advanced Preparation Requirements Access to eCMS and Web 2 Tools
CPE Level Intermediate
Section 2 – IDI / Overview, Tips and Tricks, Latest Enhancements
Program Overview Using a few tips and tricks, this session demonstrates how to further transform a Custom IDI into a more favorable view by addressing issues that arise when adding and removing fields.
Learning Objectives Users will walk away with an in-depth knowledge of how to create more desirable custom IDI views using simple, easy-to-remember tips and tricks.
Prerequisites XCIPIO security access and general knowledge of the eCMS applications
Advanced Preparation Requirements Access to eCMS and Web 2 Tools
CPE Level Intermediate
Section 3 – Advanced Analytics Report Writing
Program Overview This session demonstrates how to transform a Custom IDI view into an Advanced Analytics Report using shading, color, lines, and other visual enhancements.
Learning Objectives Users will learn how to raise the appearance and clarity of their customized IDI views to an Advanced Analytics Report that is more insightful and professional.
Prerequisites XCIPIO security access, eCMS menu knowledge, and basic Excel knowledge
Advanced Preparation Requirements Access to eCMS and Web 2 Tools
CPE Level Intermediate
Section 4 – Grid Report Notification
Program Overview This session demonstrates how to configure the system to automatically distribute Advanced Analytics Reports on demand or a scheduled basis.
Learning Objectives Users will learn how to set up automatic report distribution to meet their business needs.
Prerequisites XCIPIO security access and general eCMS knowledge
Advanced Preparation Requirements Access to eCMS and Web 2 Tools
CPE Level Intermediate
Section 5 – Labor Productivity Report
Program Overview This session shows how to use Web2 IDIs in eCMS to create, save, print, and export customizable Labor Productivity Reports.
Learning Objectives Users will learn how to build custom labor productivity reports using selectable fields, then print and export the data.
Prerequisites XCIPIO security access, eCMS menu knowledge, and Excel basics
Advanced Preparation Requirements Access to eCMS and Web 2 Tools
CPE Level Intermediate
Section 6 – Project Income Statement Forecast (PISF)
Program Overview This session focuses on using the PISF feature in Job Cost for WIP Reporting, including a new monthly backlog feature.
Learning Objectives Participants will learn to use PISF for under/over billing, report on future project activity, and create custom WIP reports.
Prerequisites General eCMS Job Cost knowledge
Advanced Preparation Requirements Access to eCMS and Web 2 Tools
CPE Level Intermediate


August 14, 2025
Time 4:00 PM – 5:00 PM (60 min)
Program Title Using Construction Data in AI Agents: Practical Strategies with Job Cost Analysis
Presenter: Fraser Gallop
Program Description In this session we explore how to leverage construction job cost data to build and deploy AI agents. We’ll cover dataset setup and cleaning, building data warehouses, and integrating conversational AI tools to analyze job cost information. Attendees will see tools from Salesforce—including AgentForce, Tableau, and Data Cloud—and their Microsoft equivalents. Real-world examples from Onware’s data warehousing work will demonstrate how to make your data clean, accessible, and AI-ready.
Learning Objectives After attending this session, participants will be able to:

  • Understand best practices for preparing and cleaning construction job cost data for AI applications
  • Learn how to architect and implement an AI agent that ingests and analyzes job cost datasets
  • Explore conversational AI techniques for querying and interpreting project cost information
  • Examine support-agent use cases for handling inquiries via a construction project portal
  • Review real-world data warehousing implementations by Onware
Prerequisites None
Advanced Preparation Requirements None
CPE Level Basic


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August 15, 2025
Time 8:00 AM – 12:00 PM (225 min)
Program Title Content Management, Workflow, Forms and Custom Apps
Presenters: Darlene Moore, Jon Bruce
Section 1 – Bank Reconciliation (New Web2)
Program Overview This session covers creating a bank reconciliation using the new Web2 Bank Rec application. Attendees will learn to import bank transactions and reconcile them within eCMS, ending with a Bank Reconciliation Report.
Learning Objectives Learn to set up the Bank Rec feature, match transactions, and generate reconciliation reports.
Prerequisites General knowledge of Bank Reconciliations and IDIs
Advanced Preparation Requirements Access to eCMS and Web 2 Tools
CPE Level Intermediate
Section 2 – Mobile Purchasing Requisition App
Program Overview Live demo of eCMS Purchase Requisition App, routing through user-defined workflow.
Learning Objectives Create requisitions, modify views, and link to workflows for PO generation.
Prerequisites General knowledge of Material Requisitions and POs
Advanced Preparation Requirements Access to eCMS and Web 2 Tools
CPE Level Intermediate
Section 3 – Manpower Scheduler App
Program Overview Demonstration of Web2 Manpower Scheduler for managing project resources.
Learning Objectives Setup and schedule employees/equipment, avoid overbooking, and generate resource reports.
Prerequisites General Web2/IDI knowledge
Advanced Preparation Requirements None
CPE Level Intermediate
Section 4 – New Imports into eCMS
Program Overview Demonstration of importing data into Job Cost, Payroll, Equipment, and T&M using Web2 Apps.
Learning Objectives Learn new features in Web2 Import Menu and importing master records into multiple eCMS apps.
Prerequisites XCIPIO security, basic import knowledge, understanding of current import processes
Advanced Preparation Requirements None
CPE Level Intermediate
Session 5 – Importing AP Pay Select
Program Overview Demonstration of importing AP Pay Selection data via invoice templates.
Learning Objectives Understand how to use the AP Pay Select by Invoice template for payment processing.
Prerequisites Security access and basic AP invoice/payment/import knowledge
Advanced Preparation Requirements None
CPE Level Intermediate
Session 6 – Forms
Program Overview Introduction to building and routing Web2 forms that integrate with eCMS.
Learning Objectives Learn to add/configure fields, create approval workflows, and update ERP data.
Prerequisites Basic eCMS knowledge
Advanced Preparation Requirements None
CPE Level Intermediate
Session 7 – Content Management & Workflow
Program Overview Overview of the A/P Invoice Register and workflows for invoice approvals with new CM features.
Learning Objectives Learn to set up Invoice Register, workflows, and use recent CM enhancements.
Prerequisites General knowledge of eCMS AP and internal routing process
Advanced Preparation Requirements None
CPE Level Intermediate
Session 8 – Advanced Workflow
Program Overview Demonstration of configuring workflow rules for automated approvals and rerouting in Content Management.
Learning Objectives Learn to configure workflows for conditional holds and rerouting invoice approvals.
Prerequisites eCMS and XCIPIO access; knowledge of CM/AP approval processes
Advanced Preparation Requirements None
CPE Level Intermediate
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