This document provides tips for a successful implementation of construction software. It introduces TAG Management, Inc. and their team of consultants who have experience in the construction industry. Their lead consultant, Nicole Romero, has over 10 years of experience providing accounting services for contractors using Sage 100 Contractor. The document outlines factors to consider for readiness, such as project urgency, availability, and payroll processing. It emphasizes the importance of due diligence, using a certified consultant, having realistic expectations, commitment, preparing teams, and developing a budget to ensure a successful implementation.

1. “Tips for a Successful
Implementation”
Leilani Torres, Construction Software Sales Associate
www.TeamTag.net

2. TAG Management, Inc.
Founded in 1996, Tag supports and
strengthens your company’s accounting
department and management team.
Our team of consultants have roots in the
construction industry and are dedicated to
providing financial reports and systems to
help you monitor and manage the company.

3. Rob Scherer – President
• Founder
• 20+ years business & financial experience
• Prior CFO
• Accomplished Speaker

4. Construction Software
Team Leads

5. Our Lead Certified
Sage 100 Contractor Consultant
Nicole Romero
• Over 10 Years of Experience in
Construction Accounting
• Specialties Include Developing
unique workflows and creating
custom reports.
• Provides controller-level
accounting services specifically
for contractors
– Financial statements, WIP schedules,
payroll reports, lien releases and invoicing.
• 40 plus implementations of Sage
100 Contractor (Master Builder)

6. When is the right time?
URGENCY
o New Projects?
o Requirements for Bonding?
o Losing Money?

7. When is the right time?
Availability
o Seasonal Work?
o Vacations?
o Business Travel?

8. When is the right time?
Payroll
o Running Payroll In House?
Consider Quarter-End or Year-End

9. What Makes for a Successful
Implementation?
 Due Diligence
o Research
o Key Personnel
o Integrated

10. What Makes for a Successful
Implementation?
Sage Certified Consultant
o Training
o Setup
o Data Migration

11. What Makes for a Successful
Implementation?
Positive Attitude
o Address Concerns & Questions
o Improvement of Processes
o Preparation

12. What Makes for a Successful
Implementation?
Realistic Expectations
o Resources
o Time
o Monetary Investment

13. What Makes for a Successful
Implementation?
Commitment
o Commitment to Your Plan
o Complete Your Assignments
o Implementation = Priority

14. How To Prepare?
 Discuss With Your CPA
o Timing
o Budgeting
o Workflow

15. How To Prepare?
Consult Your IT Professional
o Software
Requirements
o Integration
o Updates

16. How To Prepare?
Prepare Your Team
o Understanding Roles
o Process Clarification
o Coordinating Schedules

17. How To Prepare?
Develop a Budget

18. Leilani Torres, Sage Construction Software Sales
Associate
Email: Leilani.Torres@Teamtag.net