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Why Digital
Transformation is a
Strategic Imperative
for Your Firm
ROG + Growth & Ownership
Strategies Conference
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Today’s Agenda
• Digital disruptors in A/E/C
• What is digital transformation?
• Why is it a strategic imperative?
• What opportunities exist for my firm?
• Disruptive technologies for leading digital transformation
• Digital transformation in A/E/C case studies
• Q&A Session
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A/E/C INDUSTRY
Digital disruption in the
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TRANSFORMATION?
What is Digital
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MICROSOFT CLOUD
Driving Digital Transformation with the
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•Who knows who? Who have we worked with?
•Relationship KPIs, activity history and relationship health indicators
• Identify higher probability opportunities based on relationship health.
•Quickly pinpoint trouble spots and who needs the most attention.
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•Monitor social activity from popular social platforms (Twitter, Facebook, etc.).
•Analyze social sentiment to proactively address customer service hotspots
• Identify and create Leads in CRM from social media posts
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•Automatically spawn collaboration groups from CRM
• Embed email, calendars, Yammer feeds, SharePoint sites, and OneNote documents into CRM pursuits
• Easily invite internal and external parties to collaborate on pursuits, proposals and projects!
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• Provide HR, project, admin and reporting self-service through Dynamics 365 business applications
• Provide access to tools and data any time, anywhere using Dynamics 365 and Power BI mobile experiences
• Optimize employee growth through Dynamics 365 for Talent application
Empower your employees
Engage your customers
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Employee Self-Service Access
•Project Approvals
•Procurement Activities
•HR/Payroll Information
•Admin Activities (Time & Expense)
•Reporting/BI
•Manager Self-Service
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Pervasive Mobile Experiences
Expense Capture
Time EntryInvoice
ApprovalsProject Work Finder
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Power BI Mobile AppYour firm’s analytics and reports available anytime, anywhere
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Microsoft Driving Digital Transformation in A/E/C
• Accelerate and automate key processes in Dynamics 365 to increase the speed of doing business
• Employ intelligent resourcing tools in Dynamics 365 to find best-fit resources and optimize utilization
• Use Dynamics 365 and Power BI to provide Project Managers with tools to drive successful projects
Engage your customers
Optimize your operations
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Pass-Through Invoice Automation
• Electronic invoice capture
– Email import
– Scanning
• OCR automated indexing
(coding)
• Automated routing and
approvals
• Mobile access for approvals
• Invoice document archival
• Auto-generate scanned
backup for billing
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Intelligent & Self-Selection Resourcing
• Plan project work and
deliverables to meet deadlines
• Leverage skills, education,
certifications, and project
experience to find best-fit
resources
• Optimize and balance
utilization levels
• Mobile app self-service for
finding and applying for
project work
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Real-time Project Manager Visibility
• Real-time project
transaction visibility
• Project approvals
• Budgets vs. actuals
• Forecasts
• Progress tracking (ETC/EAC)
• Earned value management
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• Gain insights from Customer Insights and Power BI to identify new service offerings
• Leverage Azure IoT and Cortana Intelligence to create new data driven services and solutions
• Create new, recurring revenue streams and subscription services (data collection, monitoring, analytics)
Microsoft Driving Digital Transformation in A/E/C
Engage your customers
Transform your service offerings
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4 Ways Smart, Technology-Driven Firms
are Using Big Data
Monitoring sensor data for structural integrity
RFID data for equipment and materials tracking
Field data collection
Project and safety risk mitigation
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Leveraging Data to Drive New Services
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Predictable, Recurring Revenue Streams
0
1
2
3
4
5
6
Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month10
Month11
Month12
Project Revenue vs. Recurring Contract Revenue
Project Revenue Recurring Revenue
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IN A/E/C
Digital Transformation Case Studies
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Creating a customer-centric platform to redefine client engagement
HKS
“Our goal is to ensure clients have full confidence that we understand their needs and their business—as demonstrated by the thoroughness and accurateness of the information and insight brought into every interaction with anyone on our team.”
Jack Clark
Vice President of Business Systems, HKS
Objectives• Improve effectiveness of
marketing pursuits
• Better evaluate opportunity, profitability and risk
• Maintain precise documentation on all interactions during sale
TacticsConsolidated multiple systems into Microsoft Dynamics 365 leveraging other Microsoft technologies including Microsoft SharePoint, Microsoft O365 and Microsoft Surface devices.
Results• Accelerated delivery of sales &
marketing campaigns
• Pursue more viable business opportunities
• Maintain strong customer relationships
• Improve mobility
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Q&A
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• Thank you for attending today
• If you have questions or would like
more information, please stop by our
booth
• Or reach out to us at:
• Enjoy the rest of your day!
In Closing
Thank You!