2015 inspire tour: contractors: eliminate the blind spots in your business

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!