Perry’s Introduction Project Director Stacy Garton Executive Team Sandy Jason Bill David
What would you like to see come out of the new system? Service Accounting Operations Preconstruction Human Resources
Our current system contains a linear accounting mindset and does not encompass project management functionality. The current system has only provided basic regulatory updates over the past 5 years, leaving the system obsolete. Using the current system, transactions are posted weekly and reports are generated monthly for the project and service staff.
Prepare for bigger projects Expand future possibilities Create competitive advantage Allow us to enter into new possibilities
Reduce/eliminate the need for separate spreadsheets Eliminate dependency on too many offline spreadsheets Company-wide consistency Risk Management E Light can better mitigate problems on projects by having more current information more easily accessible to allow for the project team to make immediate decisions to avoid profit loss. Integrate project management and implement consistent approach Integrate service management as part of overall solution Provide timely feedback to preconstruction based on buyout of materials
Improve Processes Payroll automation Accounts Payable automation Subcontractor management Billing Automation REAL TIME access to information would improve visibility into job costs and field productivity. ▪ Improve visibility into field productivity with real time basis ▪ Automate time entry and accelerate update to job cost.
ACCOUNTS PAYABLE Automate accounts payable process, implement invoice scanning, and electronic invoice approval. Fully integrated with job cost, general ledger, subcontract ledger, and purchase order modules. GENERAL LEDGER PAYROLL Simplify payroll entries by setting up controls by job or by State to eliminate errors. Incorporate mobile time to increase productivity reporting in the field as well as providing the PM’s with daily monitoring of hours. Fully integrated with Job Cost, Cash Management and Human Resources. ACCOUNTS RECEIVABLE
An open database structure that provides maximum flexibility in sorting and reporting data, and the integration with the Payroll module keeps data synchronized. Section in HR Module include… HR LEAVE HR ACCIDENTS HR RESOURCE BENEFITS HR SALARY HISTORY HR COMPANY ASSETS ASSIGNED TO EMPLOYEES
JOB COST Provides location to track costs/revenue for jobs Ensures costs on job are appropriately invoiced Compares estimated costs to actual costs Identifies profitable areas Provides enhanced reporting with drill down reports to actual invoices or timesheets Interfaces with Payroll, Accounts Payable, General Ledger, Subcontract Ledger, Accounts Receivable, Purchase Orders, and Project Management allowing for real time job cost tracking. PROJECT MANAGEMENT Centralizes documents & emails in one system For on-time, profitable jobs these days it is essential to have a powerful project management tool to facilitate all the complex work activities that occur simultaneously. Project Management in Viewpoint is easy-to-use reflects real world construction workflow and processes and is integrated with V6 Accounting.
SUBCONTRACT Better management of subcontractor compliance & documents with a notification system to monitor. JOB BILLING PROGRESS JOB BILLING T&M PURCHASE ORDER
Identify vendors that meet your needs Track pertinent vendor information, such as S/W/MBE Track and Qualify all potential vendors Prequalification Process will be centralized. Setup project detail form Bid Meetings to Plans Automate process to create a Project in the PM Module once the job is awarded Send and track responses to requests to bids from vendors.
Field staff will have web access to project documents without requiring a login Photo Management Version Control Integration with existing file shares
Focus groups to review current processes Monthly updates to end users Practice in Test Company Weekly lunch and learns Learn more about our processes Find nuisances We need your participation The project is only a success with everyone’s involvement
What kind of processes would you like to see improved and implemented into Viewpoint?
We need to come up with a name for the software that has our own E Light twist on it. Here are a few examples that could be possible candidates. ▪ E-Box ▪ E-View ▪ E-Zone ▪ E-Tech