1. MARKETS: Industrial + Facilities + Healthcare
2. Gordian
2.1. Example companies - BuilderTrend, BuildTool, ProCore
2.2. Leading provider of facility and construction cost data, software and services for all phases of the building lifecycle (construction planning, building and operation/ maintenance ) for public and institutional facilities.
2.3. Overall trends
2.3.1. Society - COVID has driven construction volumes down since decision making has slowed, budgets are being reviewed/ reallocated and capital spend being frozen. WFH trend. In Higher-ed, remote learning + uncertainity about in-person attendance, enrollment etc creating budget pressures.
2.3.2. Technology - Workflow guidance and automation (AI powered), delivering end-to-end solution (aggregated workflow), utilizing data, insight and expertise to drive decisions and outcomes
2.3.3. Regulatory - Facilities construction in general is subject to various fed, state and county regulations making it a complex space to navigate.
2.3.4. Key supporting data
2.3.4.1. Posts
2.3.4.2. Research reports
2.3.4.3. Databits and stats
2.4. Business
2.4.1. Metrics and Focus - GTM scaling and verticalization, building comprehensive adjacencies (hc data to aid in facility management), new product dev (ideas : AI assisted capital planning, 5D BIM, VR for planning, estimation and procurement).
2.4.2. Leader : William L Pollak
2.4.2.1. Product/ GM Fed Sales : Noam Reininger
2.4.2.1.1. VP Tech : Mike George Hollingsworth
2.4.2.1.2. VP Product : Ted Kail
2.4.2.1.3. VP Sales : Lisa J Cooley
2.4.2.1.4. VP Innovation : Diwakar R Govindugari (Ray Diwakar)
2.4.2.2. GM Enterprise Business Group : Mark Schiff
2.4.2.2.1. VP/GM : Higher Ed : Matthew Bausher
2.4.2.2.2. VP/GM : SLED : Daniel O Cook
2.4.2.3. VP , Gov't and Reg Affairs : Thomas J DiGangi
2.4.3. Core/lead product
2.4.3.1. https://www.gordian.com/products/
2.4.4. Verticals
2.4.4.1. SLED - state, local, and education (SLED) government agencies
2.4.4.2. High Ed
2.4.4.3. Healthcare
2.4.4.4. Federal
3. CORE WORKFLOWS
3.1. CONNECTED RELIABILITY
3.1.1. Connecting Maintenance to Operations Management? ( Is industrial Automation a segment)?
3.1.2. Using maintenance and condition monitoring to go into adjacent spaces of Asset Hierarchy/ record/ use/ training/ asset performance analysis/ failure etc ?
3.1.3. Splunk like idea for Industrial Tech? (Penetrating the operational tech stack - decision support SW?). Sensors and 'connected everything'
3.1.4. In the network infrastructure (maintenance and asset management eg FNT) space?
3.2. SAFETY : EHSQ + RISK
3.2.1. SW platform to manage disconnected components of EHS+ Operational Risk [eg Suite of Intelex like products]
3.2.1.1. Operational Risk Management ? eg - Enablon Enablon® - Sustainability, EHS & Operational Risk Management Software
3.2.1.2. Claims management / Training etc?
3.2.2. Regulations + Operational Risk ( people, process, assets) + Enterprise Quality Management ( .....)
3.2.3. Analytics can drive a lot of value: Few players in the market eg ehsAI - using ML and algorithms to crawl documents and discover required actions.
3.2.3.1. Real-time, people centric -- hazard + risk management
3.3. FACILITY + ASSET LIFECYCLE
3.3.1. Build on facility management workflow --> to build solutions for the emerging 'employee experience' space.
3.3.1.1. Combining operational workflows with people experience.
3.3.1.1.1. Smart workspaces
3.3.2. Healthcare asset management / CMMS system for hospitals + asset intelligence to improve productivity.
3.3.2.1. Examples : Asset health and history failure, repair instructions, cost of ownership/ buying decision (price benchmark/ clinical evidence - ECRI) and capacity calculator?
3.3.3. Installation workflow SW? [machines, network cable etc] + Remote monitoring for performance and end of life.
3.3.4. Facility ownership + maintenance tech?
3.3.4.1. Pre-Construction workflow? Do we have information that can help with better planning?
3.4. PERIOPERATIVE LOOP
3.4.1. Driving leadership in PeriOp loop efficiency ---- Actionable healthcare SW of scale , focused on safety, efficiency, and cost reduction? More supply chain focused.
3.4.2. Combine the OR and SPD workflow? OR PROBLEM SOLVING or Building workflow atop ASP and Censis
3.4.2.1. Utilize surgical asset data + periop loop workflow data + ML /AI to reduce waste?
3.5. Potential Growth Drivers? (SW + Data advantaged)
3.5.1. SAS
3.5.2. IoT/ Data + Analytics powered solutions
3.5.3. Ai + ML for Fortive 3.0
4. PERIOPERATIVE LOOP
4.1. ASP
4.1.1. Example companies - Steris (acquired Cantel), Getinge, Olympus (Endoscopy, Urology).
4.1.2. Overall trends
4.1.2.1. Society - Cost pressure on hospitals has driven focus to minimizing total cost of ownership. Customers demand best clinical outcomes with lowest TCO---> Focus moving from clinical to TCO. Aging population and a trend towards elective surgeries . Workflow automation is a driver towards driving lower costs.
4.1.2.2. Technology - Data and workflow management can create advantages for customers + manufacturers ( Utilization, predictive failure, lower operating cost, superior service). Creating smarter SPD and ORs that have automation to reduce staff operations.
4.1.2.2.1. Example: Partner with Censis to create connected device strategies to increase customer intimacy + service levels
4.1.2.3. Regulatory - Increasing standard of care and patient safety in light of COVID.
4.1.2.4. Key supporting data
4.1.2.4.1. Posts
4.1.2.4.2. Research reports
4.1.2.4.3. Databits and stats
4.1.3. Business
4.1.3.1. Customer Metrics Clinical superiority, Lowest TCO [ Total cost of ownership]
4.1.3.2. Business Metrics - Expanding install base, prevent churn, reduce operating costs (in the areas of manufacturing, service)
4.1.3.3. Leader : Dominic Ivankovich
4.1.3.3.1. Product : Archie Quan
4.1.3.3.2. Sales : Christopher Brooks, Nilesh Shah
4.1.3.4. Core/lead product
4.1.3.4.1. Terminal Sterilization: Sterrad
4.1.3.4.2. ASP Products
4.1.3.5. Core customers
4.1.3.5.1. Hospitals/ IDNs
4.2. Censis
4.2.1. Example Companies : Steris
4.2.2. Surgical Instrument Tracking Tech
4.2.3. Trends
4.2.3.1. Society : COVID is delaying IDN purchase decisions. Need to show increased ROI analysis : savings generated from use of the tracking tech.
4.2.3.2. Technology : Connected and intelligent peri - operative loop involving surgical assets, consumables, surgical case data, reprocessing vendors, and more ...--> vendor management + ITS solutions. Automated workflow solutions
4.2.3.3. Regulatory
4.2.4. Business
4.2.4.1. Leader: Randall Smith
4.2.4.1.1. Sales: Jamie C Fulton, Michael Patterson
4.2.4.1.2. Product : Todd Thomas
5. SAFETY : EHSQ + RISK
5.1. Intelex
5.1.1. Example Companies: ETQ Reliance, Donesafe, Basic safe, Enablon EHS, ARENA PLM and QMS (Medical devices), SAI360, Cority | Bigger players : ServiceNow and SAP
5.1.2. Environmental Health and Safety Software to help with assessments, supplier evaluation, and workflows. Also includes enterprise quality management ( competitors - sparts systems, cority, ideagen etc.)
5.1.3. Overall Trends
5.1.3.1. Society : COVID-19 accelerating operations + EHSQ convergence. Big players such as ServiceNow, SF building worker safety applications and partnering with HRIS vendors.
5.1.3.2. Technology: Aligned with Industrial Scientific
5.1.3.3. Regulatory : Aligned with industrial scientific
5.1.4. Business
5.1.4.1. Core Products and Services
5.1.4.1.1. EHS & Quality Management Software (QMS) - Products Intelex
5.1.4.2. Leader : Justin McElhattan
5.1.4.2.1. Product and Engineering : Christopher Brian Ice
5.1.4.2.2. Sales : Need to check this
5.1.4.2.3. Product : Mike Hicks
5.1.4.3. Strategic Metrics/ Direction
5.1.4.3.1. Managing risk across EHS + Operations ) Risk, Asset, Quality, Supplier). Connected workers + assets -- > utilize analytics -->predict and prevent.
5.1.4.3.2. Utilize ISC HW for monitoring/ data gen + data from other IoT HW + couple with Intelex workflow SW
5.1.4.4. Applications
5.1.4.4.1. Applications for EHSQ Management
5.2. Industrial Scientific
5.2.1. Example Companies: GDS Corp, Gasmet Technologies Limited https://www.gasmet.com/, ScottSafety (3M)
5.2.2. A leading global provider of portable gas detectors and gas detection as a service to reduce hazards and operational risks for enterprises.
5.2.3. Overall Trends
5.2.3.1. Society - Managing mobile-workers eg Monitoring location, state and environment of at-risk workers. COVID-19 could be a use case. Increasing safety culture across verticals. There is a RISING COST of risk
5.2.3.2. Technology : 1. Aggregation of workflows - monitor, collect data, drive workflow changes, perform to standards, deliver real time insights to build/buy and operate safety systems 2. Real time risk management by connecting workers, connected assets and predictive analytics (from sensing data).
5.2.3.3. Regulatory - Areas include environmental compliance, chemical and product compliance, people safety, process safety, worker health. WHile not rapidly changing, these areas continue to remain complex to navigate.
5.2.4. Business
5.2.4.1. Strategic Metrics
5.2.4.1.1. Connected products for operational risk management
5.2.4.1.2. Asset information to power predictive analytics for ORM + hazard reduction.
5.2.4.2. Leader : Justin McElhattan
5.2.4.2.1. SVP/GM : Fred Parker Burke Jr
5.2.4.3. Core Products and Services
5.2.4.3.1. Services : Gas Detection Management System & Safety Solutions | Industrial Scientific
5.2.4.4. Verticals
5.2.4.4.1. Oil and Gas
5.2.4.4.2. Chemicals
5.2.4.4.3. Utilities
5.2.4.4.4. Metals
5.2.4.4.5. Mining
5.2.4.4.6. Paper & Pulp
5.2.4.4.7. Automotive
6. CONNECTED RELIABILITY
6.1. Fluke [?]
6.1.1. Industrial products and service business with focus on test and measurements systems and SW platforms. Focussed on extending industrial connected reliability workflow and overall industrial maintenance CMMS
6.1.2. Example Companies: Ideal industries, Keysight Technologies, Ametek, Ni (semi conductors)
6.1.3. Overall Trends
6.1.3.1. Society - Workplace employee safety (health attestation, workplace sanitization etc.) solutions to be sustained even after a COVID vaccine is released.
6.1.3.2. Technology - Predictive maintenance that's analytics and ML powered.
6.1.3.3. Regulatory
6.1.4. Business
6.1.4.1. Applications
6.1.4.1.1. Networks
6.1.4.1.2. Industrial
6.1.4.1.3. Industrial Imaging
6.1.4.1.4. Reliability
6.1.4.1.5. Calibration
6.1.4.2. Verticals
6.1.4.2.1. Facilities Maintenance, Construction
6.1.4.2.2. Process
6.1.4.2.3. Discrete manufacturing
6.1.4.2.4. Oil and Gas
6.1.4.2.5. Utilities
6.1.4.2.6. Calibration
6.1.4.3. Core Products
6.1.4.4. Leader : Marc Tremblay
6.1.4.4.1. Product : Walter Hock
6.1.4.4.2. Sales: Heather Naida
6.1.4.4.3. Herman Warnshuis (Fluke Process Instruments)
7. Business Units
7.1. Fluke
7.2. Industrial Scientific
7.2.1. Intellex
7.2.1.1. Environmental, Social, and Governance (ESG) Software
7.2.1.2. About 1400 customers, 100 on the ESG reporting platform
7.2.1.3. People
7.2.1.3.1. Elli Mouzon - heading strategy
7.2.1.3.2. Michael Toughy - sales
7.3. Censis
7.4. ASP
7.5. Gordian
7.5.1. https://www.gordian.com/company/
7.6. Studio companies
7.6.1. TeamSense
7.6.2. Quivr
7.6.3. Genba