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Contractors: 
Eliminate the blind spots in your busi 
Sage 100 Contractor 
Sage 300 Construction and Real E
Slide 1 
35 Before saving as PDF for distributing, remove magnifying glasses 
Barbara Nelson, 10/19/2014
ou running your business through a keyhole? 
#InspireTour 
What 
are you 
missing?
#InspireTour
#InspireTour 
ess 
ut blind spots 
ng Monitoring Analyzing Predicting M
rting 
what happened already. 
#InspireTour 
getting the right 
on to the right 
the right time?
rts and inquiries designed for contracto 
#InspireTour 
• Choose from 
over 1,200 
provided 
• Create 
custom and 
adhoc
100 Contractor 
avigation across the system improves visibility 
#InspireTour
#InspireTour 
100 Contractor 
,200 built-in reports
#InspireTour 
100 Contractor 
s
#InspireTour 
100 Contractor 
Writer
#InspireTour 
300 Construction 
eal Estate 
the right information 
an integrated system 
Users can 
tailor 
menus
300 Construction and Real Estate 
le report: From job overview to detail 
#InspireTour
300 Construction and Real Estate 
and Inquiry Designer 
#InspireTour
300 Construction and Real Estate 
Designer 
#InspireTour 
rt with 
r 1,400 
e-built 
orts or 
te your 
own
300 Construction and Real Estate 
Crystal Reports 
#InspireTour
300 Construction and Real Estate 
SQL Gateway 
#InspireTour
300 Construction and Real Estate 
SQL Gateway 
ate for better business 
• Multiple companies 
#InspireTour 
• Multiple systems 
Leverage SQL tools 
Ch 
Uc 
bu 
if y
oring 
what’s happening now. 
tion executives must be able to 
ugh data to track major risk areas 
uickly. 
#InspireTour
#InspireTour 
What do 
your 
executives 
need?
performance indicators (KPIs) 
KPI access Align vital 
objectives 
#InspireTour 
Drive 
objectives
100 Contractor 
oard – key indicators and drill down to details 
#InspireTour
#InspireTour 
100 Contractor
100 Contractor 
for almost any condition in the system 
#InspireTour
#InspireTour 
100 Contractor 
ial Review
#InspireTour 
100 Contractor 
Review
100 Contractor 
ield Report Record# 3 to 3 
#InspireTour 
Managed Rite Construction 
Daily Field Report 
Date: 06/27/2011 Record #: 
Job: 207 Wood Elementary Temperature: 
Phase: Weather Conditions: 
Description: Wall Sheet User Def1 : 
Reported By: 6 John Davis User Def2 : 
Entered Date: 06/26/2011 User Name: 
Employees: 
Employee Cost Code Pay Type 
User Defined Absence Reason 
6 John Davis 1000.000 GENERAL REQUIRE 1 Regular 
11 Charles A Anders 6120.000 Wall Framing 1 Regular 
20 Kenneth Robinson 6120.000 Wall Framing 1 Regular 
17 Donald Thompson 6120.000 Wall Framing 1 Regular 
24 Susan Lee 6120.000 Wall Framing 1 Regular 
27 Christopher Alle 6120.000 Wall Framing 1 Regular 
1 On-Job Injury / Recover 
Subcontractors: 
Vendor Arrival Time Leave Time Emp Count 
23 Wood Truss & Lumber, 02:30 PM 04:00 PM 
52 Garza Concrete Supply 03:30 PM 06:00 PM 
Equipment: 
Equipment Description Cost Code 
100 JCB 926 Forklif Wall Sheeting 6120.000 Wall Frami 
Units: 
Bid Item Item Code Units 
104 Site Concrete 
Incidents: 
Type Time 
4 Property Damage 11:25 AM 
Lumber was too close to concrete poor. Splashing caused damage to top ro 
Meetings: 
Type Description Use 
1 Field Personnel M Reminder to protect materials 
Present: All field personnel were present 
Orders: 
Order # Order Type Description 
123 1 Ordered materials
300 Construction and Real Estate 
ive Dashboard 
#InspireTour
#InspireTour 
How does 
everyone else 
keep up?
300 Construction and Real Estate 
ring with MyAssistant 
ail MyAssistant live tile Sage Desk 
#InspireTour 
H 
you 
Ass
If I don’t have to look up half of the things 
MyAssistant is telling me, it’s got to be saving 
and my Project Accountants, at least 
4 hours a week each. 
On the project management side, MyAssistan 
us know when submittals and RFIs are due, o 
there are some deadline dates in meeting min 
that haven’t been met. The software will 
automatically alert us whenever that happens 
#InspireTour 
Brian Garce 
pecialty 
ontractor
Our goal with MyAssistant was to aut 
things we used to have to do manual 
we can take the bulk of the work 
the project manager’s shoulde 
and let them work on the big 
problems… 
It’s really awesome. All people have a 
limited amount of time —if they get em 
from MyAssistant they get a slice of t 
time back. 
#InspireTour 
Ken Dixon, Vice Pr 
ral contractor
MyAssistant is an efficient way to disseminate 
information—not only to myself, our controller, 
and accounting staff—but also the Superintende 
and Project Managers. 
MyAssistant pushes information to u 
instead of having to make a note in a calendar to 
check certain things at certain times. 
This has resulted in us dramatically increa 
the amount of information we get out 
Sage 300 Construction. 
Terri Sobeck, Director of Admini 
#InspireTour 
ecialty 
ntractor
#InspireTour 
O 
300 Construction and Real Estate 
mmunicator for Microsoft Outlook 
Sage 
MyCommunicator 
For Outlook® 
What’s happening 
with RFI’s so we can 
stay on track? 
How can I reduce risk 
and increase 
efficiency with lien 
waivers? 
How can I avoid 
liability with expiring 
insurance 
certificates? 
With schedule 
delays, can I see why 
and who can solve 
the problem? 
w do I stay on top 
otential problems 
e there is time to 
resolve them? 
As my business 
changes, how can I 
use the system to 
adapt workflow? 
How can I get d 
into Sage 300 m 
efficiently?
300 Construction and Real Estate 
mmunicator for Microsoft Outlook 
#InspireTour 
hing 
ne to 
his? 
Who do I 
follow up 
with? 
is 
?
300 Construction and Real Estate 
mmunicator for Microsoft Outlook 
#InspireTour 
How can I us 
the full powe 
of Outlook t 
take action? 
What’s 
coming 
up?
zing 
stand why it happened. 
nalytic capabilities help executives 
he company’s performance and plan 
strategy. 
#InspireTour
100 Contractor 
ob estimate to job completion 
#InspireTour
300 Construction and Real Estate 
Connector 
Create and analyze re 
using Microsoft Excel. 
#InspireTour
300 Construction and Real Estate 
Connector 
#InspireTour
300 Construction and Real Estate 
ive Dashboard 
#InspireTour
#InspireTour 
cting 
what might happen. 
trends and forecasting costs are 
ensure project profitability.
#InspireTour 
cting 
Use historical data to help predict th 
future: 
• Material costs 
• Labor costs 
• Interest rates
#InspireTour 
100 Contractor 
oard
Slide 43 
32 not sure this example really shows "predicting" 
Barbara Nelson, 10/16/2014
300 Construction and Real Estate 
verview 
#InspireTour
300 Construction and Real Estate 
Connector 
#InspireTour
zing 
onnected inside and out. 
#InspireTour 
connected with 
data gives you 
titive edge.
Construction Anywhere 
#InspireTour 
• Time 
• Project f 
• Project r
Construction Anywhere 
Files 
e place for latest 
uments, drawings, 
photos 
de for construction 
mpanies 
bile app, tablet, 
op 
#InspireTour
Construction Anywhere 
app 
Intuitive mobile app fo 
quick uploads of photo 
and easy access to file 
#InspireTour
300 Construction and Real Estate 
a 
#InspireTour 
g for a more 
ticated 
ss intelligence 
m for all types 
ness visibility?
#InspireTour 
100 Contractor 
• Accounting 
• Estimating 
• Document management 
• Project management 
• Equipment managemen 
• Service management 
• Inventory management 
• Mobility: Sage Construc 
Anywhere
300 Construction and Real Estate 
• Accounting 
• Estimating 
• MyAssistant 
• Document management 
• Project management 
• Service management 
• Property management 
• Mobility: Sage Construc 
Anywhere 
#InspireTour
From 2000-2014, Sage (and 
Timberline) were named techn 
enabler by our customers 48 t 
#InspireTour 
d over 40 years 
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2
#InspireTour 
connected
#InspireTour 
resources 
ness visibility 
nal resources: 
b-Ready.com 
award-winning 
ve ebook series, 
Sage job ready” 
ad app store.
Questions? 
#InspireTour 
all us at 800-628-6583 
r contact your Sage 
usiness partner.
Thank you!

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2015 Inspire Tour: Contractors: Eliminate the blind spots in your business

  • 1. Contractors: Eliminate the blind spots in your busi Sage 100 Contractor Sage 300 Construction and Real E
  • 2. Slide 1 35 Before saving as PDF for distributing, remove magnifying glasses Barbara Nelson, 10/19/2014
  • 3. ou running your business through a keyhole? #InspireTour What are you missing?
  • 5. #InspireTour ess ut blind spots ng Monitoring Analyzing Predicting M
  • 6. rting what happened already. #InspireTour getting the right on to the right the right time?
  • 7. rts and inquiries designed for contracto #InspireTour • Choose from over 1,200 provided • Create custom and adhoc
  • 8. 100 Contractor avigation across the system improves visibility #InspireTour
  • 9. #InspireTour 100 Contractor ,200 built-in reports
  • 12. #InspireTour 300 Construction eal Estate the right information an integrated system Users can tailor menus
  • 13. 300 Construction and Real Estate le report: From job overview to detail #InspireTour
  • 14. 300 Construction and Real Estate and Inquiry Designer #InspireTour
  • 15. 300 Construction and Real Estate Designer #InspireTour rt with r 1,400 e-built orts or te your own
  • 16. 300 Construction and Real Estate Crystal Reports #InspireTour
  • 17. 300 Construction and Real Estate SQL Gateway #InspireTour
  • 18. 300 Construction and Real Estate SQL Gateway ate for better business • Multiple companies #InspireTour • Multiple systems Leverage SQL tools Ch Uc bu if y
  • 19. oring what’s happening now. tion executives must be able to ugh data to track major risk areas uickly. #InspireTour
  • 20. #InspireTour What do your executives need?
  • 21. performance indicators (KPIs) KPI access Align vital objectives #InspireTour Drive objectives
  • 22. 100 Contractor oard – key indicators and drill down to details #InspireTour
  • 24. 100 Contractor for almost any condition in the system #InspireTour
  • 27. 100 Contractor ield Report Record# 3 to 3 #InspireTour Managed Rite Construction Daily Field Report Date: 06/27/2011 Record #: Job: 207 Wood Elementary Temperature: Phase: Weather Conditions: Description: Wall Sheet User Def1 : Reported By: 6 John Davis User Def2 : Entered Date: 06/26/2011 User Name: Employees: Employee Cost Code Pay Type User Defined Absence Reason 6 John Davis 1000.000 GENERAL REQUIRE 1 Regular 11 Charles A Anders 6120.000 Wall Framing 1 Regular 20 Kenneth Robinson 6120.000 Wall Framing 1 Regular 17 Donald Thompson 6120.000 Wall Framing 1 Regular 24 Susan Lee 6120.000 Wall Framing 1 Regular 27 Christopher Alle 6120.000 Wall Framing 1 Regular 1 On-Job Injury / Recover Subcontractors: Vendor Arrival Time Leave Time Emp Count 23 Wood Truss & Lumber, 02:30 PM 04:00 PM 52 Garza Concrete Supply 03:30 PM 06:00 PM Equipment: Equipment Description Cost Code 100 JCB 926 Forklif Wall Sheeting 6120.000 Wall Frami Units: Bid Item Item Code Units 104 Site Concrete Incidents: Type Time 4 Property Damage 11:25 AM Lumber was too close to concrete poor. Splashing caused damage to top ro Meetings: Type Description Use 1 Field Personnel M Reminder to protect materials Present: All field personnel were present Orders: Order # Order Type Description 123 1 Ordered materials
  • 28. 300 Construction and Real Estate ive Dashboard #InspireTour
  • 29. #InspireTour How does everyone else keep up?
  • 30. 300 Construction and Real Estate ring with MyAssistant ail MyAssistant live tile Sage Desk #InspireTour H you Ass
  • 31. If I don’t have to look up half of the things MyAssistant is telling me, it’s got to be saving and my Project Accountants, at least 4 hours a week each. On the project management side, MyAssistan us know when submittals and RFIs are due, o there are some deadline dates in meeting min that haven’t been met. The software will automatically alert us whenever that happens #InspireTour Brian Garce pecialty ontractor
  • 32. Our goal with MyAssistant was to aut things we used to have to do manual we can take the bulk of the work the project manager’s shoulde and let them work on the big problems… It’s really awesome. All people have a limited amount of time —if they get em from MyAssistant they get a slice of t time back. #InspireTour Ken Dixon, Vice Pr ral contractor
  • 33. MyAssistant is an efficient way to disseminate information—not only to myself, our controller, and accounting staff—but also the Superintende and Project Managers. MyAssistant pushes information to u instead of having to make a note in a calendar to check certain things at certain times. This has resulted in us dramatically increa the amount of information we get out Sage 300 Construction. Terri Sobeck, Director of Admini #InspireTour ecialty ntractor
  • 34. #InspireTour O 300 Construction and Real Estate mmunicator for Microsoft Outlook Sage MyCommunicator For Outlook® What’s happening with RFI’s so we can stay on track? How can I reduce risk and increase efficiency with lien waivers? How can I avoid liability with expiring insurance certificates? With schedule delays, can I see why and who can solve the problem? w do I stay on top otential problems e there is time to resolve them? As my business changes, how can I use the system to adapt workflow? How can I get d into Sage 300 m efficiently?
  • 35. 300 Construction and Real Estate mmunicator for Microsoft Outlook #InspireTour hing ne to his? Who do I follow up with? is ?
  • 36. 300 Construction and Real Estate mmunicator for Microsoft Outlook #InspireTour How can I us the full powe of Outlook t take action? What’s coming up?
  • 37. zing stand why it happened. nalytic capabilities help executives he company’s performance and plan strategy. #InspireTour
  • 38. 100 Contractor ob estimate to job completion #InspireTour
  • 39. 300 Construction and Real Estate Connector Create and analyze re using Microsoft Excel. #InspireTour
  • 40. 300 Construction and Real Estate Connector #InspireTour
  • 41. 300 Construction and Real Estate ive Dashboard #InspireTour
  • 42. #InspireTour cting what might happen. trends and forecasting costs are ensure project profitability.
  • 43. #InspireTour cting Use historical data to help predict th future: • Material costs • Labor costs • Interest rates
  • 45. Slide 43 32 not sure this example really shows "predicting" Barbara Nelson, 10/16/2014
  • 46. 300 Construction and Real Estate verview #InspireTour
  • 47. 300 Construction and Real Estate Connector #InspireTour
  • 48. zing onnected inside and out. #InspireTour connected with data gives you titive edge.
  • 49. Construction Anywhere #InspireTour • Time • Project f • Project r
  • 50. Construction Anywhere Files e place for latest uments, drawings, photos de for construction mpanies bile app, tablet, op #InspireTour
  • 51. Construction Anywhere app Intuitive mobile app fo quick uploads of photo and easy access to file #InspireTour
  • 52. 300 Construction and Real Estate a #InspireTour g for a more ticated ss intelligence m for all types ness visibility?
  • 53. #InspireTour 100 Contractor • Accounting • Estimating • Document management • Project management • Equipment managemen • Service management • Inventory management • Mobility: Sage Construc Anywhere
  • 54. 300 Construction and Real Estate • Accounting • Estimating • MyAssistant • Document management • Project management • Service management • Property management • Mobility: Sage Construc Anywhere #InspireTour
  • 55. From 2000-2014, Sage (and Timberline) were named techn enabler by our customers 48 t #InspireTour d over 40 years 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2
  • 57. #InspireTour resources ness visibility nal resources: b-Ready.com award-winning ve ebook series, Sage job ready” ad app store.
  • 58. Questions? #InspireTour all us at 800-628-6583 r contact your Sage usiness partner.