implementation kick-off. perry’s introduction project director stacy garton executive team ...
TRANSCRIPT
VIEWPOINT SOFTWARE
IMPLEMENTATION KICK-OFF
INTRODUCTION
Perry’s Introduction Project Director
Stacy Garton
Executive Team Sandy
Jason
Bill
David
WHY CHANGE?
What would you like to see come out of the new system? Service Accounting Operations Preconstruction Human Resources
WHY CHANGE?
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.
THE FUTURE…
Prepare for bigger projects
Expand future possibilities
Create competitive advantage
Allow us to enter into new possibilities
WHY VIEWPOINT?
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
WHY VIEWPOINT? Cont…
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.
ACCOUNTING MODULES 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
Accounts Payable Reports
Payroll Reports
HUMAN RESOURCES
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
OPERATIONS MODULES 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.
OPERATIONS MODULES, cont…
SUBCONTRACT Better management of subcontractor
compliance & documents with a notification system to monitor.
JOB BILLING PROGRESS
JOB BILLING T&M
PURCHASE ORDER
Job Cost Reports
Project Management Integration
SERVICE MANAGEMENT
Work Order Management Creating Work Orders Scheduling Trips Creating Purchase Orders Customer Billing▪ Automate T&M billing, set-up, store customer
rates, & work locations for quick access to historical data.
Project Management Dispatch Board
SM Work Order
PRE-CONSTRUCTION
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.
CONSTRUCTION IMAGING
Field staff will have web access to project documents without requiring a login Photo Management Version Control Integration with existing file shares
CONSTRUCTION IMAGING
VIEWPOINT KEY MILESTONES
PHASE 1 PLAN•Discovery, Planning, & Schedule creation
•Software Accessibility
•Resources Allocated
•Coding Structure Decided
PHASE 2 DESIGN & CONFIGURE•Design System•Setup & Configure Test Companies
•Scope Special Projects & Reports
•Import Master Files
PHASE 3TRAIN & TEST•Build Security•Train Super Users•Test Processes and Setups
•Complete Test Scripts
•Validate Special Projects & Reports
PHASE 4 DATA PREP•Readiness Assessment
•Train End Users•Test Processes•Finalize & Test Imports/Conversion
•Go Live PREP•Enter Opening Balances
PHASE 5 GO LIVE•Enter Transactions
•Execute New Processes
•Close Old System•Generate Financial Statements
E LIGHT’S IMPLEMENTATION PLAN
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
QUESTIONS…
What kind of processes would you like to see improved and implemented into Viewpoint?
NAME FOR SOFTWARE
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