UC23 Sessions

Best Practices in upgrading from WebTMA 5 to WebTMA 7

Upgrading to a new product can elevate the way you do business. Learn best practices to prepare for a smooth transition to the latest WebTMA product. We walk through the major differences and enhancements WebTMA 7 has to offer.

Accounting Setup and Integration

Make your accounting system work for you. Learn best practices to enhance your accounting setup and leverage integrations. Gain insight on how to optimize your data for better processes and more efficient workflows.

System Administration – Password Management and User Experience

The WebTMA administrator has immense power to improve the user experience for the entire team. Optimize security, user setup, use of advanced functions and communicate with your team and greater organization with MyPage and Dashboards.

Materials Management - Basics

Managing inventory and other necessary materials is imperative in any organization. Learn the basics of organizing and tracking inventory with WebTMA’s Materials Management module.

Materials Management - Advanced

Maximize your organization’s inventory management by using the advanced functionalities of the Materials Management module. Effective use of this module’s features can help streamline daily operations within your organization.

BACnet and Intelligent Buildings

The world of building automation has transformed the landscape of maintenance. Learn about the many benefits of BACnet and how to optimize your use of it with WebTMA.

Tracking Labor with WebTMA

Tracking labor is important to effectively evaluate organizational costs and processes. Discover how to track and manage labor on work orders, track non work order time, including training or lunch breaks, and learn about the Time Management reporting capabilities in WebTMA.

Mass Import Tool

Flexibility and accuracy when updating records is a key component to operational success. WebTMA’s Mass Import Tool allows customers to upload spreadsheets to a SFTP folder for automated data imports with a user-friendly UI.


GIS maps help users understand patterns and relationships in a geographic context. Gain an insights on how this technology can integrate your assets, infrastructure, and other features in a geospatial manner with WebTMA. WebTMA’s GIS capabilities have been completely rebuilt to more effectively integrate mapping technology with CMMS modules.

API Deep Dive

Platform APIs provide extensive flexibility across applications used within an organization. Connectivity between software products allows for more visibility, accuracy and better overall operational planning. Whether it is IoT devices or your ERP system, this in-depth review of WebTMA’s API suite explores the wide range of functionality available to users.

Notifications and Alerts

Save time and labor with automated escalations and system generated emails to your team and greater organization. Notification capabilities in WebTMA have expanded in functionality, including Alert Rules for more flexibility in creating alerts sent by WebTMA.

Integration Suite (Data integration and extraction)

Simplify overall integration efforts with standard connection points for enterprise data. WebTMA’s Integration Suite consists of a variety of modules that bring complex technologies together to maximize compatibility, interoperability, and enterprise-wide information management.

New User Interface in WebTMA 7: Dashboards, Service Requests, Reporting, Overall Usability

With WebTMA’s new user interface, your organization will have the tools to work more efficiently than ever before. The new UI includes upgrades to dashboards, the new service request portal, report writer and more.

Space Management

Glenn Seehausen of ACAD–Plus, Inc. and TMA’s product team discuss and demonstrate the latest functionality of WebTMA’s Space Management module.

Branding with WebTMA7

Session details to be announced

Business Intelligence

Session details to be announced

CEO Opening Remarks

TMA Systems’ CEO, Mark Simner, kicks off UC23 with an opening session sharing TMA’s accomplishments over the last year and what you can expect to see from our growing company and talented team in the coming year and beyond.

Client Panel

Prepare for an engaging discussion as WebTMA clients share best practices in asset & facilities management. They will speak to and analyze what they have learned with their use of WebTMA, operational changes since the pandemic and some key changes that could affect their organizations going forward.

Product Roadmap

An informative discussion on the latest in our product roadmap. From the latest improvements to WebTMA’s technology to an exploration of the updates you can expect to see in the coming year, TMA’s Product and Engineering team will share the future of our product suite.

Executive Panel

An enlightening discussion between the members of our Executive Leadership team. This session will answer and expound upon questions submitted by you, our clients!

Client Awards

A fun and compelling look at some of the most innovative and interesting ways our clients have used WebTMA to optimize their processes. We present three awards and hear directly from their learned experience with our solution suite.

ProCal: Technician Training

See ProCal through the eyes of a technician. Learn best practices on scheduling calibrations, tracking assets status, and documenting calibration results – how to input, edit and potentially delete data. See how to best navigate the software and create reports from the data input.

ProCal: Administrator Training

A proper database setup is imperative for optimizing the Administrator’s use of ProCal. From system and company options to group access to automated workflows, this session will provide insights to best enhance your organizational processes.

ProCal: Advanced Tips and Tricks

Customization and advanced features elevate your use of a product. Advanced users of ProCal can learn tips and tricks to make daily work life easier. Customize reports and workflows and be prepared for an audit using Alerts, Compliance Reporting and Traceability Reporting.

Using ProCal with Documenting Process Calibrators for Automated Paperless Calibrations

Leverage the power of truly automated and paperless calibration. ProCalV5 and ProCal Direct are able to work in conjunction with Fluke's line of Documenting Process Calibrators (DPCs). Learn about the role the DPC calibrators play in a typical ProCal workflow and the benefits they offer for clients across industries.

Moving to the Cloud with ProCal Direct

The future lives in the cloud. Accessibility, better technical support, implementation assistance, infrastructure cost-savings, easier enterprise expansion are all advantages of moving to a cloud-hosted application. Learn about the cloud and the transition process from the locally installed ProCalV5 (or another legacy on-premise system) to the cloud-based ProCal Direct or PCX.

New from Prime Technologies:  Next Gen PCX Platform Overview

PCX is a next-generation cloud-based web application for calibration management. Learn about exclusive features of the platform, see the new user interface and discuss the current and future product tiers to find the best fit for your organization.

Software Validations:  Staying Compliant with your Calibration Management Software

Companies in regulated industries are familiar with the need to validate the software they use. As part of our internal quality practice, ProCalV5 and ProCal Direct are both validated "off-the-shelf" based on the GAMP4 standard. This insures that clients with validation requirements can leverage our documentation relatively quickly and easily to implement ProCal in their own environment.

Use Calibration Management System (CMS) Reporting for Better Business Outcomes

Reporting and analysis go hand in hand when making data-driven decisions in an organization. Learn how to prepare and build a number of reports using a CMS, including a Failed Calibrations Report, Management Reports, an A3 Interval Analysis Report, and more.

The Calibration Management System (CMS) Implementation Checklist

One of the biggest points of hesitation for any software solution is the implementation process. It can be a lot to juggle when you need to focus on ensuring a proper configuration, streamline data population plan, and all elements vital to ensure a strong foundation for the software solution. See a timely and successful process from Discovery all the way to Go-Live.

ProCal: Software Integrations

Integrations provide flexibility and breadth to a product. ProCalV5 integrations facilitate data transfer from 3rd party systems to automate and streamline productivity. Learn about the current ProCal software integration tools; the ProCal Connector and ProCal Query tool. This session explores typical use cases and prior implementation success stories.

Everything You Need to Know to Successfully Migrate your Calibration Management System (CMS) Data

A quality data migration plan is essential to optimizing your use of a new solution. Explore the seven core phases of a data migration project: analysis of data, decision on population approach, legacy data preparation, test runs, data verification, final production run, and go live. 

Battling Inflation-Recession: Strategies for Trucking Companies

Location: 105 A

Presenter: Tim Almack, KSM

Inflation consumes cash, erodes margins, and lulls managers into a false sense of security as inflated revenues rise. Tim Almack, Partner of Katz, Sapper & Miller (KSM) will present strategies that companies should consider implementing in order to emerge from this inflationary period stronger.

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