sessions 2-3 and 2-4 project life cycle€¦ · sessions 2-3 and 2-4 project life cycle presented...
TRANSCRIPT
Sessions 2-3 and 2-4Project Life Cycle
Presented by: Don Bannister & Mary Jo [email protected]@beckenhauerconstruction.com
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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
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The Project Lifecycle
GET WORK DO WORK
KEEP SCORE!!
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The Project Life-Cycle
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Big Data
• Large data sets• Analysis• Benchmark• Search• Share• Store
• Risk management• Decision making• Job Database
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The Project Life-Cycle
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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?
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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
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The Project Life-CycleMarketing
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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
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The Project Life-CycleMarketing
Estimating
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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
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The Project Life-CycleMarketing
Estimating
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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
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Marketing
Estimating
Operations
The Project Life-Cycle
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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.?
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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?
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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?
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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
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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
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The Project Life-CycleMarketing
Estimating
Operations
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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
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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?
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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
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The Project Life-CycleMarketing
Estimating
Operations
Accounting
Operations
ALL
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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
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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
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The Project Lifecycle
• Great articles and current industry issues• The TUG Pulse • Sage Job Ready • Sage City/Plumb Bob Square Rants blog
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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.
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Contact Information
Don Bannister – Biltmore Construction Co., [email protected]
Mary Jo Hamik – Beckenhauer Construction, [email protected]
Thank You! Any Questions?
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