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VIEWPOINT SOFTWARE

IMPLEMENTATION KICK-OFF. VIEWPOINT SOFTWARE. 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.

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VIEWPOINT SOFTWARE

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  1. IMPLEMENTATION KICK-OFF VIEWPOINT SOFTWARE

  2. INTRODUCTION • Perry’s Introduction • Project Director • Stacy Garton • Executive Team • Sandy • Jason • Bill • David

  3. WHY CHANGE? • What would you like to see come out of the new system? • Service • Accounting • Operations • Preconstruction • Human Resources

  4. 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.

  5. THE FUTURE… • Prepare for bigger projects • Expand future possibilities • Create competitive advantage • Allow us to enter into new possibilities

  6. 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

  7. 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.

  8. 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

  9. Accounts Payable Reports

  10. Payroll Reports

  11. 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

  12. 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.

  13. 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

  14. Job Cost Reports

  15. Project Management Integration

  16. 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

  17. SM Work Order

  18. 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.

  19. CONSTRUCTION IMAGING • Field staff will have web access to project documents without requiring a login • Photo Management • Version Control • Integration with existing file shares

  20. CONSTRUCTION IMAGING

  21. 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

  22. 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

  23. QUESTIONS… • What kind of processes would you like to see improved and implemented into Viewpoint?

  24. 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

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