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Empower Construction Business Leaders with Role-Based Dashboards and Real-Time Data
Legacy ERP systems can be complicated and awkward to use. Employees struggle to get the information required to make decisions, spot trends, or react to issues as they arise. Construction leaders must access siloed systems with outdated reports to manage daily activities and create long-term strategic goals.
There is a better way. Modern ERP applications like Acumatica Construction Edition provide a holistic view of the entire business from a single, connected platform. Empower construction executives with role-based dashboards to strategically monitor the information they need to manage their area of expertise. Enable employees with configurable workflows that suit your organization’s unique needs. Use personalization to remove clutter from screens to focus on critical tasks that drive growth, reduce costs, improve quality, and increase profits with an extraordinary experience for customers and employees.
This solution brief shows how construction companies can align information and workflows to drive significant improvements throughout every area of project management from the boardroom to the job site to the back-office team.
Introducción
Streamline Construction Projects with a Modern ERP Platform
Built on an adaptable platform with Open APIs for rapid integration, Acumatica Construction Edition is designed for the way construction professionals operate today and into the future. Its flexible architecture allows for low-code or no-code customization and added capabilities, such as data visualization, artificial intelligence, and machine learning. All construction processes share the same data, information is available anytime, anywhere, and everything revolves around the project and the customer.
“With Acumatica, we’re able to just click a button and now we can see all of our financials by branch or just consolidated with one click of a button.”
Construction Financials
Acumatica’s certified payroll and native AIA billing and reporting help to speed up invoicing and payment. Natively configure tax requirements and manage retainage.
Change Management
Set up change order workflows and manage status throughout the project’s lifecycle. Enable RFI workflows and use them to create change requests.
Compliance & Safety
Set up automation to alert construction leaders when compliance and safety documents need attention. Avoid project delays with a central location for all documentation.
Daily Field Reports
Collaborate between field and office with Acumatica’s mobile app for field reports, photo logs, submittals, change requests, progress worksheets, expenses, and more.
Business Intelligence (BI)
Acumatica’s BI and analytics give construction leaders visibility into each project’s profitability. Deliver financial insights and control expenses with agility for faster decision-making.
Collaboration Tools & Self-Service Portals
Extend Acumatica features to vendors, subcontractors, and customers with no added user license fees. Set up customers with secure online access to account details.
Remote Time Management
Capture employee time for payroll, human resources, and expenses for field service, project accounting, and other construction activities.
Role-Based Security
Control access to menus, screens, and fields specific to each construction department’s needs. Set up role-specific dashboards for improved job performance and efficiency.
Wikis and Documentation
Create a knowledge base of business practices, construction procedures, and tips using built-in wikis to empower employees.
Acumatica University
Acumatica’s Open University is a free internet portal with educational resources for everyone interested in Acumatica product offerings and technology.
Ejecutivos de la construcción
The C-level business leaders in a construction company depend on business intelligence and analytics to make better decisions. Enjoy full visibility to set financial goals and analyze budgets. Oversee capital asset plans and accurately forecast future growth opportunities.
CFO/Controller
The titles CFO and Controller must have access to all company financial, project, and KPI data at their fingertips. Acumatica’s analytics and personalized dashboards empower CFOs to identify economic trends and react with agility. Use the mobile app to monitor finances from anywhere, anytime.
Director de Operaciones
The Chief Operating Officer oversees daily construction operations and works closely with the CFO and Controller on leadership initiatives. COOs use Acumatica to eliminate errors and manual tasks with automated, integrated construction process workflows. Use analytics to monitor teams on the job site and implement business procedures to increase efficiency.
CEO/President
The construction CEO and President use Acumatica’s configurable sales workflows to uncover new opportunities. Using Acumatica’s holistic cloud platform, this construction executive can control costs and keep infrastructure expenses at a minimum. Unify and secure company data with role-based access and advanced authentication.
Construction executives need a responsible team leading the operations at each job site. These include the foreman or project manager, project engineer, safety and compliance manager, and field services lead. Their job is to ensure the construction project proceeds on time and within budget. Acumatica Construction Edition provides real-time collaboration from field to office and office to field for effective and efficient construction job site management.
Jefe de proyecto
Project managers rely on role-based dashboards to track job costs, change orders, budgets, and contracts. Collaborate between field and office with Acumatica’s mobile app for field reports, photos, submittals, change requests, progress worksheets, expenses, and more.
Project Engineer
Collaborate easily with a central location for contract details. Work closely with the project owner and project manager to ensure your construction job is safe, on schedule, and meets the owner’s requirements.
Field Services Manager
Access account information to improve customer communication. Update service schedules, assign appointments, make changes, and track travel time. Plan and track service call inventory and equipment from anywhere.
Safety and Compliance
Set alarms and expirations for pending insurance certificates. Effectively manage lien waivers to give all parties complete project transparency. Organize, track, and send payments and documents electronically to save time and money.
Job Site Operations: Support
Construction project support teams typically perform their jobs in an office setting. But in their support roles, the architect, equipment manager, estimating lead, and procurement manager will visit the job site to check progress. With a connected system like Acumatica, project data is available in real-time, saving time and eliminating time-consuming visits to the job site.
Equipment Managers
Acumatica Construction Edition connects people no matter where they are working. Equipment managers schedule, dispatch, and maintain equipment with automated alerts and workflows. They need real-time access to inventory in multiple locations to coordinate the supplies on each job site. Equipment managers also coordinate with safety and compliance to handle equipment maintenance schedules and documentation.
Architectural Services
Create building plans that incorporate your client’s needs and ensure project success. Use role-based dashboards to ensure the job progresses according to the original design. Integrate the cost of RFIs and changes without unforeseen delays in the project’s timeline.
Estimación
With updates to material prices adjusted in real-time, accurate and comprehensive estimates win more jobs. Acumatica empowers estimators to see RFIs, drawing logs, and change orders to understand how they affect the overall project budget. Collaborate with purchasing and equipment managers to monitor prices in real time.
Purchasing & Procurement
Facilitate the purchase and delivery of materials needed on the job site. Give all parties a view of the project inventory using Acumatica’s powerful reporting tools. Create purchase orders to dropship inventory from the vendor to the job site.
Operaciones administrativas
From the company’s controller to project accounting to human resources to service dispatchers, the construction staff who work in a traditional office setting provide a wide range of support for the project. These people rely on a steady flow of real-time data from the job site. Accounting teams need project updates to manage accounts payable proactively. Human resources should always have access to staffing and compliance needs. All back-office functions work behind the scenes to keep multiple projects on time and within budget.
Contabilidad de proyectos
Finance staff supports construction operations by using dashboards to monitor data and analyze budgets with an eye on the company’s overall financial health. Acumatica’s robust financial features give construction accountants the tools to manage all processes natively. The CFMA Benchmarker tool in Acumatica helps compare the company’s performance against peers in the industry and identify areas for improvement.
Service Dispatchers
Acumatica empowers service dispatchers with a complete view of customer accounts. View invoices, statements, support contracts, notes, and prior communication activities. Easily schedule and dispatch field service appointments. Create and assign tasks with built-in notifications and configurable approvals workflow. With Acumatica, customer support teams deliver unparalleled services to retain and grow customer relationships.
Contabilidad
The staff accountants collaborate with the CFO, Controller, and the Project Accounting team to manage the overall company finances. Acumatica’s robust financials and comprehensive certified payroll features allow construction accountants to perform their jobs more efficiently.
Recursos Humanos
Give HR the tools to recruit qualified personnel with Acumatica’s centralized platform. Hire and retain employees with a system that is collaborative and easy to use. Manage employee skills assessments, certifications, and training requirements.
Empower Construction Teams with a Powerful Role-Based ERP Application
Construction businesses still using legacy ERP solutions struggle with disconnected systems and manual processes. Data silos and disjointed workflows create barriers to growth, limiting executives from effectively managing their construction operations.
Acumatica Construction Edition provides business leaders with real-time company data from anywhere, anytime, on any device. Empower them to prioritize issues, take strategic actions, manage operations, and improve workflows. View project profitability to improve construction workflows and gain a competitive edge.
Give teams on the job site tools to seamlessly collaborate with vendors, subcontractors, office staff, and service teams. Empower job site support staff to oversee each project’s budget with complete construction ERP application. Seamlessly manage construction payroll, compliance documentation, project materials, and equipment from one central location.
Acumatica provides the best construction industry solution to transform your company and thrive in today’s digital economy. Built on a native cloud platform with an open architecture for modern technologies, rapid integrations, scalability, and ease of use, Acumatica Construction Edition delivers unparalleled value to small and mid-market businesses.
“Any robust accounting package has hundreds of functions, but everyone isn’t an accountant. In Acumatica, you can filter but also hide the information you don’t use every day. You can favorite items and build new favorites every day.”
