sessions 2-3 and 2-4 project life cycle€¦ · sessions 2-3 and 2-4 project life cycle presented...

Sessions 2-3 and 2-4Project Life Cycle

Presented by: Don Bannister & Mary Jo Hamikdbannister@biltmoreconstruction.commjhamik@beckenhauerconstruction.com

2

Outline

• Why? Background• ERP/Big Data• Pre-Qualification• Invitation to Bid• Estimating• Scheduling• Project Management

• Collaboration/Accounting• Closeout/Maintenance• Other?• How NOT to end up with

disjointed solutions

3

The Project Lifecycle

GET WORK DO WORK

KEEP SCORE!!

4

The Project Life-Cycle

5

Big Data

• Large data sets• Analysis• Benchmark• Search• Share• Store

• Risk management• Decision making• Job Database

6

The Project Life-Cycle

7

Prequalification / Preconstruction

• Project selection • Project Risk Assessment

• Go/No Go test

• Preconstruction services• Are you tracking the costs?• Are you getting reimbursed for the costs?

• Client relationship manager (CRM)• Sage CRM – Tracks projects from a twinkle in the eye of an owner

to award of contract.• What are you using? Does it integrate? Or are you sharing

information?

8

Prequalification / Preconstruction

• Internal or external marketing• Indesign• Photoshop• Insight• Several websites

• Social media

The Project Life-CyclePre-Qualification/Preconstruction

Services• Marketing Department

• CRM• Photoshop• InDesign

Marketing

10

The Project Life-CycleMarketing

11

Invitation to bid

• Subcontractor invitations to bid• Bidding Software• How are you handling?

• Subcontractor Prequalification/qualification• Prequalification Software• Are you prequalifying/qualifying subcontractors?• What are you asking for?• How are you tracking?

• A “very large” GC requires these items to even apply to get on their bid list:

The Project Life-Cycle

Invitation to Bid• Estimating Department

Marketing

Estimating

14

The Project Life-CycleMarketing

Estimating

15

Estimating

• Estimating Software• Primebid, Bidpoint, Earthworks, On Screen Takeoff, Excel• What product(s) are you using? • Do you integrate with Sage 300 CRE?

• Estimating Department “issues”• “Changing our approach”• Pushing change in the estimating department

• Owner Contract trends• Buyout and job estimate transfer• BIM

The Project Life-CycleEstimating

• Estimating Department• Prime Bid• Bidpoint• Earthworks• On Screen Takeoff• Excel• BIM

Marketing

Estimating

17

The Project Life-CycleMarketing

Estimating

18

Scheduling

• Scheduling Software • What are you using for scheduling?• If you could have some “integration” with Sage 300 CRE what would

that look like?

The Project Life-Cycle

Scheduling• Operations Department

• Phoenix• SureTrak• Microsoft Project

Marketing

Estimating

Operations

20

Marketing

Estimating

Operations

The Project Life-Cycle

21

Project Management

• Preconstruction meetings• Internal • Subcontractor

• Subcontracts • Risk management and Compliance

• Are you using Subcontractor Compliance in Sage 300 CRE?• What are you tracking “outside of the box” in Compliance management?• What other issues are you having with subcontracts, insurance, preliminary

notices, secondary vendors, joint checks, lien waivers, etc.?

22

Project Management

• Photo Management • PIM – Project Image Manager• How are you storing/sharing job photos?

• Daily reports/meeting minutes/RFI’s/work orders• PIM/PJ

• Projections / Forecasting • Forecast Manager • What are you using to forecast profit on jobs?• How often are you doing it?• What issues are you encountering?

23

Project Management

• Dashboards• What are you putting on

the dashboards for eachlevel of management?

• Mobile time clock/timesheet applications• Sage Time / Excel• What are companies using?• What is/isn’t working?

24

Project Management

• Tablets, Ipads, apps and policies• Uses• What “apps” are being used?• Company policies

• Staffing• Infinity HR• AGC says 90% of construction companies plan to increase headcount in

2017.• Construction companies are having difficulties filling key professional and

craft worker positions.• How do you find/keep qualified, experienced, interested, long-term

employees?• Millennials in the workforce

25

Project Management• Safety/training tracking

• Safety Database• Safety is THE biggest risk in construction• Tracking incidents, inspections, warning letters, safety meetings and

training is critical• How is all this being tracked?• Who is tracking it?

• Tool/Asset Tracking• Tool database• Sage FAS

The Project Life-Cycle

Project Management• Operations Department

• PIM – Project Image Manager• Compliance Go• Safety Database• Tool Inventory Database• Field Lens• CDM

Marketing

Estimating

Operations

27

The Project Life-CycleMarketing

Estimating

Operations

28

Collaboration/Accounting

• Collaboration software - the “paperless” job• Sharefile• Scanning and sharing job documents• What are you using internally and externally?• Collaboration applications

• Cloud Computing• Who is currently using?

• Plans/PDF editors• Plan Grid• Bluebeam• Adobe Pro

29

Collaboration/Accounting

• Document signing software• Right Signature, DocuSign, Adobe Acrobat, Bluebeam• Others?

• Invoice methods/payment methods –• Invoice imaging, routing and approval processes

• Invoice Imaging System• Programs to expedite invoice/payment processes

• Textura• Are you using? Likes/dislikes

• Are you using ACH?

30

Collaboration/Accounting

• My Assistant• Credit Card Tracking

• Visa Intellilink

• Others?• AIA software• Consensus Docs

The Project Life-CycleCollaborate/Accounting

• Accounting and Operations Departments + other team members

• Sage 300 CRE• Create a Check• AIA software• Textura• Invoice Imaging System• Infinity HR• Sage FAS• Sage Time

Marketing

Estimating

Operations

Accounting

Operations

ALL

The Project Life-Cycle

Collaborate/Accounting• Accounting and Operations

Departments + other team members

• Sharefile• Dropbox• Plan Grid• Bluebeam• Right Signature• Forecast Manager• Visa Intellilink• Training Database

Marketing

Estimating

Operations

Accounting

Operations

ALL

33

The Project Life-CycleMarketing

Estimating

Operations

Accounting

Operations

ALL

34

Closeout and Maintenance

• Closeout• Punchlists• O&M’s, As-builts• Post construction evaluation meeting

• The good, the bad and the ugly• Lessons learned

• Warranty• Warranty database• How are you tracking?• Who is tracking

The Project Life-Cycle

Closeout/Maintenance• Operations Department

• Warranty Database

Marketing

Estimating

Operations

Accounting

Operations

ALL

36

Other issues/ideas?

• What else are you using/doing to help with Project Management?

• Crazy stuff out there….• Drones• 3 D printing• Smart building• Prefabrication• 5 D BIM• Mobile Wi-Fi stations• AR and VR technology• IoT

37

The Project Lifecycle

• Great articles and current industry issues• The TUG Pulse • Sage Job Ready • Sage City/Plumb Bob Square Rants blog

38

The Project Lifecycle

• Ideas to not end up with a mishmash of disjointed “solutions”• Create a Technology team NOW• Do your homework• Be on the leading edge not necessarily

the cutting edge of technology.

39

Contact Information

Don Bannister – Biltmore Construction Co., Inc.dbannister@biltmoreconstruction.com

Mary Jo Hamik – Beckenhauer Construction, Inc.mjhamik@beckenhauerconstruction.com

Thank You! Any Questions?

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