CxAlloy Forge25 Symposium

Learn how to utilize project duplication in CxAlloy to create tailored workflows for different project needs. This workshop will walk through three practical use cases, demonstrating how to replicate projects for specific settings, milestone structures, and highly repeatable configurations. Attendees will gain a clear understanding of what can and cannot be duplicated, along with key considerations to ensure accuracy and efficiency.

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The workshop will be focused on teaching users how to set up meeting minutes, agenda items, and meeting distribution lists within CxAlloy, while also reviewing the steps to include items such as Open Issues, Comments, and Tasks that already exist within the CxAlloy project. 

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Discover how to streamline checklist and test management using CxAlloy’s powerful template tools. This workshop will guide users through the Template Builder interface, demonstrating how to push updates, reuse existing content, and create flexible component libraries. Attendees will leave with a deeper understanding of how to standardize workflows and maximize project efficiency.

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Learn how to connect CxAlloy with Procore and Power BI to enhance project tracking and reporting. This workshop features a hands-on demonstration of Procore integration, showcasing issue mapping, status synchronization, and data sharing between platforms. Additionally, we’ll present an overview of Power BI’s data capabilities and explore API-driven solutions for customized workflows.

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This workshop will explore how to configure and apply Issue Presets in CxAlloy to improve project-level issue management. Participants will create and link issue attributes, apply presets to checklists, and learn techniques for filtering and sorting issues efficiently. These best practices will help teams maintain consistency and streamline issue tracking across multiple projects.

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This workshop will guide users through the import feature in CxAlloy, covering how to properly format import sheets for attributes, checklists, tests, and template lines. Attendees will learn the differences between legacy and line type formats, how to define valid line types, and how to interpret the import report for accuracy and efficiency.

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Learn how to leverage CxAlloy’s Progress Reports to track key project data and generate meaningful updates. This workshop covers report customization, workflow integration, and best practices for creating detailed progress summaries.

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This workshop will guide attendees through reviewing Equipment and System Level data, linking attributes, and generating structured reports. Participants will learn best practices for using the Report Generator to create clear and comprehensive project documentation.

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This hands-on workshop focuses on the iOS app’s capabilities for managing commissioning tasks efficiently in the field. Participants will practice downloading projects, scanning labels, batch answering tests, and utilizing templates for streamlined data entry.

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Learn how to effectively use CxAlloy’s new Milestones feature to manage and track project progress. This workshop will cover creating Milestone collections, applying filters, adding rules, and leveraging Presets for efficient project management.

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In this 30-minute session, we’ll break down the fundamentals of Connected Commissioning, including networking examples, cybersecurity concerns, and BACnet integration. Learn about OTTO while we discuss what’s required, how to scope projects, and what comes next after getting connected.

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Join us for a welcome reception to network with your peers. 

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This presentation will explore the groundbreaking potential of commissioning to revolutionize infrastructure far beyond conventional buildings. Attendees will embark on an inspiring journey through innovative applications, discovering how commissioning can unlock unparalleled performance and reliability in systems as diverse as tunnels, water/wastewater facilities, and unique airport systems.

Prepare to be inspired by the untapped possibilities and transformative benefits that commissioning brings to the forefront.

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  Angela Templin

  Vice President and Government Sector Lead

  Glumac

Sponsors

Discover how Derek McGarry’s innovative software, OTTO, revolutionizes building commissioning through automated functional testing. OTTO provides a cutting-edge platform and service solution that enables commissioning, energy management, and controls professionals to remotely access and analyze building data.

By integrating trend data visualization, automated performance testing, and fault detection, OTTO enhances commissioning services for both new construction and existing buildings. Learn how this technology transforms traditional processes, driving efficiency and improving building performance.

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Discover how HEAPY and the Texas A&M ESL Team utilize the CxAlloy API and Continuous Commissioning® platform to revolutionize issue management and deliver measurable operational benefits through ongoing, monitoring-based commissioning. This will be co-presented by HEAPY and Texas A&M ESL.

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  Emily Rosales

  Energy Optimization Engineer

  HEAPY
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  Sebastian Eluvathingal

  Senior Research Engineer

  Texas A&M Energy Systems Lab

Sponsors

Join industry experts as they delve into the critical role of commissioning in achieving optimal performance and reliability in data centers. This panel will explore key topics such as the importance of commissioning in delivering 99% uptime, the intricacies of emerging technologies, and what sets data center commissioning apart from other facilities.

Gain actionable insights into leveraging software like CxAlloy to streamline processes, enhance collaboration, and ensure maximum operational uptime. Whether you're a data center provider, commissioning agent, or industry stakeholder, this session offers valuable strategies to optimize efficiency and performance in your projects.

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  Colin Smith

  Director of Commissioning

  WP3
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  Trent Vaden

  Director of Business Development, Mission Critical

  CAI
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  Ian Korbitz

  Director of Training

  Bureau Veritas Primary Integration
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  William Grover

  Sr. Director of QA/QC

  Prime Data Centers

Sponsors

In this presentation, Catalyst Cx commissioning professionals Chris and Ben will discuss how to apply CxAlloy for a wide array of applications from as small as a convenience store up to a hyperscaler data center!

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  Chris Fischer

  Commissioning Engineer

  Catalyst
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  Ben Drill

  Commissioning Technician

  Catalyst

Sponsors

Carter CAT uses CxAlloy to document, track, and analyze quality defects for generator packages across its supply chain, from enclosure manufacturing to customer data center sites. Additionally, documentation is captured for billing milestones, supply chain tracking, and customer requirements. This presentation will dive into how specific CxAlloy features are leveraged for an optimal workflow.

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  Danny Dirienzo

  Quality Manager

  Carter Machinery

Sponsors

Catalyst Cx commissioning professionals Chris and Ben come back to discuss how to take CxAlloy data to deeper depths. This will include an overview of integration with applications such as Procore, Google Sheets, and Microsoft Excel.

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  Chris Fischer

  Commissioning Engineer

  Catalyst
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  Ben Drill

  Commissioning Technician

  Catalyst

Sponsors

In this presentation, we will delve into the intricacies of creating tailored functional test procedures using CxAlloy, specifically designed for laboratory facilities. We will explore best practices, highlight key considerations unique to lab environments, and demonstrate how CxAlloy can streamline and enhance the commissioning process for these specialized spaces.

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  Darren Draper

  Principal, Director of Commissioning

  Salas O'Brien

Sponsors

Polaris has been part of the story and soul of Atlanta since it opened in 1967. Designed by architect John Portman, some said the new hotel topped with a rotating restaurant would "never fly." But when they opened, people lined up around the block just to ride the elevators and see the view. Polaris is a part of Hyatt Regency Atlanta's proud Civil Rights history. Come and take your own 'turn' in Polaris ... and be a part of our story! 

Transportation will be provided to and from the restaurant to the hotel. 

Capacity is limited, so don't wait to sign up! 

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Hospital Corporation of America (HCA) owns 186 hospitals across the United States and the United Kingdom. The yearly construction budget program-wide reaches $2 Billion.

This presentation will focus on how HCA utilizes CxAlloy to assist two commissioning agents with this workload. HCA also applies CxAlloy to improve the Cx process by identifying and eliminating common issues and monitoring contractors’ performance.

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  Steven Metzger

  Commissioning Engineer

  HCA

Sponsors

Todd Watson, from Bernhard—a recognized leader in commissioning high-performance buildings—will present on the critical role of data standardization in driving project success. This session will explore how standardizing data into a common format enhances consistency, simplifies analysis, and enables better decision-making.

Gain insights into how Bernhard leverages data to set the standard for efficiency and excellence in high-performance building projects.

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  Todd Watson

  IS Technologist III, IS Engineering

  Bernhard

Sponsors

Commissioning on school campuses comes with unique challenges. This presentation will discuss some of these challenges and explain how preplanning and intentional collaboration with the clients and project teams can resolve issues in the moment and mitigate problems in the future.

A California native, Gina will highlight how new construction requirements in California specifically can impact school projects.

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  Gina Pellegrini

  Commissioning Agent

  Glumac

Sponsors