VIEWPOINT SOFTWARE

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