2015 inspire tour: contractors: eliminate the blind spots in your business
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2015 Inspire Tour: Contractors: Eliminate the blind spots in your businessTRANSCRIPT
Contractors: Eliminate the blind spots in your busi
Sage 100 ContractorSage 300 Construction and Real E
Slide 1
35 Before saving as PDF for distributing, remove magnifying glassesBarbara Nelson, 10/19/2014
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ou running your business through a keyhole?
What are you
missing?
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essut blind spots
ng Monitoring Analyzing Predicting M
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rtingwhat happened already.
getting the right on to the right
the right time?
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rts and inquiries designed for contracto
• Choose from over 1,200 provided
• Create custom and adhoc
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100 Contractoravigation across the system improves visibility
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100 Contractor,200 built-in reports
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100 Contractor s
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100 Contractor Writer
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300 Construction eal Estatethe right information
an integrated system
Users can tailor
menus
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300 Construction and Real Estatele report: From job overview to detail
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300 Construction and Real Estate and Inquiry Designer
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300 Construction and Real Estate Designer
rt with r 1,400 e-built orts or te your
own
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300 Construction and Real EstateCrystal Reports
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300 Construction and Real Estate SQL Gateway
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300 Construction and Real Estate SQL Gateway
ate for better business
• Multiple companies
• Multiple systems
Leverage SQL tools
ChUc
buif y
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oringwhat’s happening now.
tion executives must be able to ugh data to track major risk areas uickly.
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What do your
executives need?
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KPI access Align vital objectives
Drive objectives
performance indicators (KPIs)
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100 Contractoroard – key indicators and drill down to details
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100 Contractor
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100 Contractor for almost any condition in the system
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100 Contractorial Review
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100 ContractorReview
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100 Contractorield Report Record# 3 to 3
Daily Field Report
Managed Rite Construction
Date: 06/27/2011 Record #:Job: 207 Wood Elementary Temperature:
Phase: Weather Conditions:Description: Wall Sheet User Def1 :
Reported By: 6 John Davis User Def2 :Entered Date: 06/26/2011 User Name:
Employees:Employee Cost Code Pay Type
User Defined Absence Reason6 John Davis 1000.000 GENERAL REQUIRE 1 Regular11 Charles A Anders 6120.000 Wall Framing 1 Regular20 Kenneth Robinson 6120.000 Wall Framing 1 Regular17 Donald Thompson 6120.000 Wall Framing 1 Regular24 Susan Lee 6120.000 Wall Framing 1 Regular27 Christopher Alle 6120.000 Wall Framing 1 Regular
1 On-Job Injury / Recover
Subcontractors:Vendor Arrival Time Leave Time Emp Count23 Wood Truss & Lumber, 02:30 PM 04:00 PM52 Garza Concrete Supply 03:30 PM 06:00 PM
Equipment:Equipment Description Cost Code100 JCB 926 Forklif Wall Sheeting 6120.000 Wall Frami
Units:Bid Item Item Code Units104 Site Concrete
Incidents:Type Time4 Property Damage 11:25 AM
Lumber was too close to concrete poor. Splashing caused damage to top ro
Meetings:Type Description Use1 Field Personnel M Reminder to protect materials
Present: All field personnel were present
Orders:Order # Order Type Description123 1 Ordered materials
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300 Construction and Real Estateive Dashboard
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How does everyone else
keep up?
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300 Construction and Real Estate ring with MyAssistant
MyAssistant live tileail Sage Desk
HyouAss
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If I don’t have to look up half of the things MyAssistant is telling me, it’s got to be savingand my Project Accountants, at least
4 hours a week each.
On the project management side, MyAssistanus know when submittals and RFIs are due, othere are some deadline dates in meeting minthat haven’t been met. The software will automatically alert us whenever that happens
Brian Garce
pecialty ontractor
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Our goal with MyAssistant was to autthings we used to have to do manualwe can take the bulk of the workthe project manager’s shouldeand let them work on the big problems…
It’s really awesome. All people have alimited amount of time —if they get emfrom MyAssistant they get a slice of ttime back.
Ken Dixon, Vice Pr
ral contractor
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Terri Sobeck, Director of Admini
MyAssistant is an efficient way to disseminate information—not only to myself, our controller,and accounting staff—but also the Superintendeand Project Managers. MyAssistant pushes information to uinstead of having to make a note in a calendar tocheck certain things at certain times.
This has resulted in us dramatically increathe amount of information we get outSage 300 Construction.
ecialty ntractor
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O
300 Construction and Real Estate mmunicator for Microsoft Outlook
SageMyCommunicator
For Outlook®
What’s happening with RFI’s so we can
stay on track?
How can I reduce risk and increase
efficiency with lien waivers?
How can I avoid liability with expiring
insurance certificates?
With schedule delays, can I see why
and who can solve the problem?
w do I stay on top otential problems e there is time to
resolve them?
As my business changes, how can I use the system to adapt workflow?
How can I get dinto Sage 300 m
efficiently?
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300 Construction and Real Estate mmunicator for Microsoft Outlook
hing ne to his?
Who do Ifollow up
with?
is
?
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300 Construction and Real Estate mmunicator for Microsoft Outlook
How can I usthe full poweof Outlook ttake action?
What’s coming
up?
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nalytic capabilities help executives he company’s performance and plan
strategy.
zingstand why it happened.
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100 Contractorob estimate to job completion
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300 Construction and Real Estate Connector
Create and analyze reusing Microsoft Excel.
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300 Construction and Real Estate Connector
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300 Construction and Real Estate ive Dashboard
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ctingwhat might happen.
trends and forecasting costs are ensure project profitability.
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cting
Use historical data to help predict thfuture:• Material costs• Labor costs• Interest rates
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100 Contractor oard
Slide 43
32 not sure this example really shows "predicting"Barbara Nelson, 10/16/2014
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300 Construction and Real Estateverview
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300 Construction and Real Estate Connector
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zingonnected inside and out.
connected with data gives you
titive edge.
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Construction Anywhere
• Time
• Project f
• Project r
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Construction AnywhereFiles
e place for latest uments, drawings, photos
de for construction mpanies
bile app, tablet, op
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Construction Anywhereapp
Intuitive mobile app foquick uploads of photoand easy access to file
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300 Construction and Real Estate a
g for a more ticated ss intelligence m for all types ness visibility?
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100 Contractor
• Accounting• Estimating• Document management• Project management• Equipment managemen• Service management• Inventory management• Mobility: Sage Construc
Anywhere
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300 Construction and Real Estate
• Accounting• Estimating• MyAssistant• Document management• Project management• Service management• Property management• Mobility: Sage Construc
Anywhere
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From 2000-2014, Sage (andTimberline) were named technenabler by our customers 48 t
d over 40 years
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2
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connected
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resourcesness visibility nal resources:
b-Ready.com
award-winning ve ebook series, Sage job ready” ad app store.
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Questions?
all us at 800-628-6583 r contact your Sage usiness partner.
Thank you!