In our first webinar, we showed the overall powerful tools that are available within Microsoft 365 to enable Owners, Architects, Contractors, Engineers, Consultants and Sub-Contractors to work efficiently and securely. Focusing on the changing landscape of work during the COVID-19 pandemic, we will dive into three growing areas in construction operations that use technology to enhance, but not interrupt, work processes. We Will Cover - Automating the Estimation Process from initial conversation to project start - Mobile forms for Covid-19 health and tracking daily progress - Overall Project Health Dashboard

1. BE IN A POSITION OF STRENGTH
October 7, 2020
Enhancing and Automating
Construction Operations with
Microsoft 365

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Housekeeping
Webinar is being recorded
45 minutes session
15 minutes Q&A or however long it takes session at the end
Send in your questions!
Type your questions in the Questions Pane of the GotoWebinar Panel
Slides and recording will be emailed after the webinar

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About Lou
Louis Sandor, CCIFP
lsandor@withum.com
Partner
Practice Leader of Withum Construction
Service Team
30 Years at Withum
Founder of Construction Team
Withum Board of Directors
Fun Fact: Enjoys Skiiing, Boating,
Fishing, wielding a hammer when
necessary

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About Adam
Adam Levithan
@collabadam
alevithan@withum.com
Practice
Manager
Building Intranets & Project Collaboration for
over 14+ years. Adam specializes in Digital
Workplace strategy and balancing technology
with every day working in mind.
Fun Fact:
Adam is an avid cyclist and rides
over 2000 miles each year to raise
money for different charities.

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About Sherry
Sherry Goode
sgoode@withum.com
Lead
Consultant
• Over 12 years of multifaceted experience working with both
technical and functional teams
• 8 years of administrative and IT support to a DC based General
Contractor.
• Trained as a M365 power-user and administrator in various
Teamwork streams, she empowers her clients to be successful in
the adoption of their new digital platforms.
Fun Fact: Sherry has a "green
thumb" and loves to tend to her
various plants found both inside
and outside her home. She also
loves to cook!
Certified
Scrum
Master

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POLL 1-2

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Connecting People, Data and Content

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POLL 2

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What’s in Microsoft 365
APPLICATIONS
SERVICES
INFRASTRUCTURE

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M365 Supporting Your Business
SECURE COMMUNICATE COLLABORATE
AUTOMATE EXTEND MEASURE

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THE NEW NORMAL

12. BE IN A POSITION OF STRENGTHWithum | BE IN A POSITION OF STRENGTH
Users in Construction
Information Workers Project Staff Frontline (Job Site)
Executives, Directors,
Back-Office
Working from home
Owners, Architects,
Engineers, Project Staff
Working from home and
sometimes on-site
Contractors,
Subcontractors
Working at Job Site

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Extend
• Custom Forms – Daily Report

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Digitally Gathering Information
• In Microsoft 365
• Custom Development
• Lightweight development with PowerApps
• Easy form creation with Microsoft Forms
• Microsoft Forms for Construction: Two methods in creating a
simple Microsoft Form
• Go to forms.microsoft.com
• Add the forms app to a Microsoft Teams channel
Use Microsoft Teams integration to create,
manage, and collect responses for your form!
Best
Option

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Daily Report Demo

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withum.com
Extend – What to do with your form data?
• Save it to other places
• Keep it within the Team, or move it to another place
• Quickly Access and Analyze Form Results
• Basic: Use the out-of-the box analytics tool on the responses tab to get
insights on the data
• Intermediate: Use the Excel workbook to manipulate the response data
• Advanced: Use Power Bi to create dashboards from response data
• Create a Workflow from Form Results
• Basic: Use the out-of-the box form settings to receive notifications when
a form has been completed
• Advanced: Use a workflow to act on the form responses
• Example: Respondent reports an incident on their report

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Other Real-World Examples for Forms
COVID-19 Screening Form

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Crisis
Communicatio
ns
In response to the COVID-19
Pandemic, Microsoft released
the Crisis Communications App
in Microsoft Teams
Let’s look at how this app works

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AUTOMATING THE ESTIMATION
PROCESS

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Step 1 – The Biding “Microsoft Team”
Bidding Team
Limited set of users
Files
Single Location for
Approved materials
Channels
Conversations, Files,
and tools organized
around specific
Topics
Bid Tracker (List)
Form to track
progress

21. BE IN A POSITION OF STRENGTH
withum.com
Automation
2. Notify estimator group of new bid opportunity
3. Fill out form with appropriate information
1. Create calendar events for due dates
2. Create planner tasks
4. Work on documents
5. Update form based on result
1. Win creates a “Project Team”

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withum.com
Pieces of the “Project Team”

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DASHBOARDS

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Within a Team

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Within PowerBI

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Questions?
Bonus Poll
Next Steps
Teamwork Assessment
Our digital experts will work with you to ensure your business
requirements are met and Microsoft Teams is highly adopted.
LEARN MORE