Case Technology

1. Case Technology Rod Payton Director of Information Technology

2. Technology • Project status • RedHouse • CJES • Updated applications • Support Requests (Track-It) • Forum (FuseTalk) • User Groups • Meetings tomorrow, Let’s Roll

3. Remodeling RedHouse

4. RedHouse Remodel • We are re-engineering the back end database of RedHouse from the ground up. Benefits include: • Data integrity • Accurate Reporting • Consistent interfacing • Stable foundation for the future

5. Benefits of the Remodel • Reports • All Reports will be rewritten as web reports. • All Reports will balance out with each other. • All Reports will download into Excel. • All Reports can print in PDF. • Application flow will be more intuitive. • Data flow will be ‘smarter’.

6. Screen Re-Designs

7. Screen Re-Designs

8. Screen Re-Designs

9. Will there be a learning curve? • Perhaps some, but… • Screens will still perform similar the current forms where possible. • Menus will be consistent throughout the application. • Our goal is to be able to get you to where you need to be within three mouse clicks.

10. Benefits of the Remodel • Duplicate Data Entry will be eliminated • Enhanced System Integration • Current Quickbooks, CJES • New Help Desk, Forum • Future Outlook, Production

11. Rebuilding CJES Case Job Estimating System

22. Other features… • Regional Pricing • Improved Contract Building • Contract-Ready Text for Items • Improved Interfacing with MSWord • Automatic Updating via the Internet • Integrated with RedHouse Schedules • Support for Larger Screen Resolutions

23. Options to CJES? • In our search to date, CJES is the only system that meets the needs of our business! • Offline in the home • Synchrizes with Office and Corp • Simple, easy to use • Standard technologies

24. Updated Applications Case Forum Track-It Help Desk

25. Case Forum screenshot

26. Case Forum screenshot

27. Track-It Help Desk screenshot

28. Track-It Help Desk screenshot

29. User Groups Idea Survey Next Steps?

30. User Groups • Survey results • RedHouse • 153 Ideas were submitted • CJES • 85 Ideas were submitted • Voting results available in tomorrow’s sessions

31. User Groups • 31 of the 85 CJES Ideas will be addressed • Of the Top 25 CJES Ideas submitted, 100% will be addressed in the new version! • Of the 153 RedHouse Ideas submitted, • 50% will be addressed in the new version! • We will work closely with the User Groups to prioritize all remaining Ideas

32. Technology • User Group meetings tomorrow in the VIP Room • CJES User Group 1:30 to 2:05 • RedHouse User Group 2:10 to 2:45 • What’s next planning 2:50 to 3:25 • Questions?

33. What the Future Holds… • A New Host for RedHouse • A New RedHouse • A New CJES • A New Help Desk System • A New Forum • “Production Tracking”

34. Meet the Alliances George Weissgerber Vice President of Research & Development Debbie Cain Alliance Manager

35. Owners PresentingSolutions on “Team” Mark Richardson President

36. T.E.A.M =Together EveryoneAchieves More

37. Owners Panel: “Team” • Jim Lyon Amherst, NY • Barbara Rose Chicago, IL • Shaun Arnold North Baltimore, MD • Jerry Harris Tidewater, VA

38. Q & A

39. Quotes About Teamwork • “Coming together is a beginning, staying together is progress, and working together is success.” • “If you’re too busy to help those around you succeed, you’re too busy.” • “As an organization grows it must be more human, not less.” • “The best minute you spend is the one you invest in people.” • “None of us is as smart as all of us.”

40. Hiring For Growth Joseph Divel, CR Director of Recruitment

41. “Of all the decisions an executive makes, none is as important as the decisions about people because they determine the performance capacity of the organization.” Peter Drucker, The Frontiers of Management

42. Today We Will Cover • Why hiring is the most important job an owner has • Hiring and sales similarities • Getting the phone to ring • My hiring rules • Hiring mistakes • Retention – the big missing link.

43. Why Is Hiring Important To Growth?

44. Hiring and Sales Similarities • Need to Have Leads • Need to Answer the Phone • Need to Screen the Call • Need to Make an Appointment • Need to Sell the Company • Need to Close the Applicant (Client) • Need to Follow-up • Need to Track Profit / Performance • Need to Nurture the Person (Client/Employee).

45. Get a sure fire lead of a basement or addition Tell them an RC will call and come out Fail to call – lose job and future addition A carpenter of 15 yrs experience calls to find out if you are hiring Tell them we will get back in touch Fail to call for two weeks ..Then call them and find out they have a job with… Sales Recruiting

46. Advertise • My ad rules • Work with a person/rep at the newspaper • Don’t run the same ad more than two weeks • Use the logo • Experience & other requirements • List the benefits • Contact information.

47. Now running in Remodeling Magazine

48. Job hunting using the Internet is good for office and PM positions...little success with Carpenters. On-line job sites, such as Monster give search ranges by key words, such as remodeling, sales, management, drafting. You can post an ad on Monster. When running ads in the paper always opt to run online if available - Be sure to respond to online inquiries. Post your website on all printed ads. The Internet

49. Hiring Rules RULE 1 • Someone in your office is responsible for hiring • Office Manager, Marketing , Owner • Must make one person accountable for results • Must give them support • Must be willing to invest in hiring like we do sales – Hiring Training.

50. Hiring Rules RULE 2 • Need to Set Projections • Send out weekly or bi-weekly hiring updates. • Hire ahead of the need – Hire ahead of projections • Publish projections and results • Celebrate RESULTS