Construction & Project Management
Job costs, change orders and WIP you can see before the job closes.
We set up Dynamics 365 for contractors, engineering firms and project-based businesses that live and die by job margin.
What we hear
The problems we hear
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Job cost reports lag weeks behind what happened on site.
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Change orders are approved in the field and billed late or never.
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WIP schedules are built by hand at every close.
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Retainage and subcontractor payments are tracked in spreadsheets.
Our work
What we set up
- Job and phase cost structures with budgets and commitmentsBusiness Central
- Change order tracking that flows through to billingFinance & Operations
- WIP and revenue recognition calculated in the systemFinance & Operations
- Retainage on both receivables and payablesBusiness Central
- Subcontractor agreements, compliance and paymentsFinance & Operations
Process
How a project runs
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01
Discover
We learn how your business runs today and where the system gets in the way.
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02
Design
We map processes to Dynamics 365, agree on scope and plan the data move.
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03
Implement
We configure, migrate, integrate, test and train before go-live.
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04
Support
We stay after go-live with fixes, improvements and guidance.