Connected Tools: Don’t Let Disparate Systems Keep You in the Dark

Architecture, engineering, and construction firms must do everything they can to win new business while ensuring existing customers are happy and loyal. Technology can help, but you must also understand how to apply that technology to be a Connected Firm. In this blog article, part of our series on the Connected Firm, I address the importance of Connected Tools.

If you were to evaluate your firm’s technology today, how many different software solutions are being used across your business? 5, 15, or more? In my position as a digital transformation specialist working with prospects in professional services, I hear about many areas of frustration regarding technology that should be helping but often seems to get in the way. Case in If you were to evaluate your firm’s technology today, how many different software solutions are being used across your business? Five, 15, or more? As part of the AEC industry for over 35 years, I hear about many areas of frustration regarding technology that should be helping but often seems to get in the way. Case in point: disparate systems cause redundancy and prevent you from automating manual processes properly. These non-integrated systems are a common challenge that affects your firm, and in short, the impact is significant and costly.  

Wouldn’t it be nice to log into a system and immediately know which projects are on schedule, which ones are behind schedule, and which ones are ahead? Wouldn’t it be nice to see your pipelines in real time? Wouldn’t it be great if all your timesheets were completed on time, without having to chase people around for answers before approval? What about knowing what resources you have on hand that you could utilize for an upcoming project? 

To gain that knowledge, you need the ability to provide all your users with a 360-degree view of the entire organization.

A connected firm is what you should aim for—connected to your financials, connected to your other systems, connected to your clients, connected to your employees, and connected to the world. And that requires a software solution that will enable that “connectedness” by connecting the tools you depend on.  

When looking for a new ERP or CRM system, a few things to consider are:

  • Will the system integrate/connect with our other systems?
  • Will the integration require the organization to incur costs?
  • Will it integrate with systems we might acquire in the future? 

aec360’s sync360 enables connectivity to all your solutions, which allows you to see accurate, real-time data. When approving timesheets, your business managers can chat with their team members via Microsoft Teams from within aec360. When users log into aec360, their landing pages are personalized dashboards with embedded Microsoft Power BI charts, graphs, and tables to provide real-time data that is relevant to them. Seller/doers have access through CRM to current data fed from your ERP on payment status before they engage on the next project. With a truly connected organization where data flows freely, the possibilities are virtually endless!  

Contact us today to learn more about how Microsoft and aec360 can digitally transform your firm into one that is connected.

With aec360, you can achieve a connected firm. Let us show you what that looks like in our on-demand webinar, How to Achieve a Connected AEC Firm with Dynamics 365 and aec360.

Michael D’Alesio is VP, Customer Care at HSO ProServ | Michael has served in many roles during his tenure in the Microsoft Partner Channel for the past 25-years.  Michael currently is responsible for supporting, enabling and strategically leading the HSO ProServ Team responsible for HSO ProServ D365 installed based customers to accept, adopt the Microsoft platforms to ensure they attain business value and user adoption.

Gary Mills serves as Senior Vice President of Finance, Planning & Analysis for HSO | ProServ. Gary’s diverse industry background brings a unique perspective to the company, with more than 30 years in corporate finance, banking and commercial real estate.

In his role as CFO of HSO | ProServ, Brian Lounds leverages deep experience implementing Microsoft Dynamics ERP solutions to drive excellence into the organization’s financial and practice management practices. Having worked with Dynamics solutions since 1998, he has a strong understanding of technology solutions and their application
to business initiatives.

Whit McIsaac is CEO of HSO | ProServ and brings over 20 years of leadership experience in the Microsoft Dynamics ecosystem to drive the group’s overall business strategy. Whit was Co-founder and CEO of aec360 and legal360 prior to merging these practices into sa.global, where he served as CEO of the Americas prior to launching HSO | ProServ.

Andy Yeomans brings nearly 20 years of Microsoft Dynamics sales and marketing experience to lead the HSO | ProServ sales organization. Under Andy’s leadership, the organization has shown strong growth and has consistently been recognized by Microsoft as a top performing partner, winning multiple Microsoft Inner Circle and Partner of the Year awards.

Jan Dahl Sorensen’s deep experience with Microsoft Dynamics gives him a unique foundation to guide the HSO | ProServ client success team. As part of the original development team under Damgaard Data, Jan has been working with the Microsoft Dynamics ERP solutions since 1995.

Joe Stuckey is EVP and Director of CRM Product Development for HSO | ProServ, leading the company’s CRM product development efforts across the legal, AEC, consulting, and accounting markets. Joe leverages the power of Microsoft Dynamics and Power Platform technologies to design and develop purpose-built industry solutions.

Paramesh Rajan is VP, Technology at HSO | ProServ. Paramesh has served in many Microsoft Dynamics project and program management roles over the past 20 years, and currently drives the development of the organization’s vertical ERP and HR solutions and outsourced development services.

A highly respected Microsoft Dynamics veteran, Jen Wisemore serves as CAO for HSO | ProServ. Jen was instrumental in the launch of sa.global’s US subsidiary in 2007 and has served in a wide variety of roles within Microsoft Dynamics consultancies across sales, pre-sales, program management, and leadership capacities.

John Aschenbrener is Director of Delivery Services for HSO | ProServ. John brings over 20 years of Microsoft Dynamics project and program management, consulting, and architect experience to his current role where he is responsible for driving PMO standards, methodology, and overall project delivery.

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In his role as Chief Operating Officer, Sean Skiver brings nearly 25 years of broad Microsoft Dynamics experience to provide strategic leadership around product development and client delivery services across the organization’s solutions and industry segments.

Amy Spencer leads the team that is responsible for go-to-market strategies, messaging, and demand generation in the US.

Amy earned a Bachelor of Arts degree in Communications from The College of New Jersey and has 25+ years of experience in marketing management for technology and professional services companies.

As Vice President of Human Resources for HSO, Kristen Ramerini is responsible for initiatives including recruitment, onboarding, professional development/career progression, performance management, culture, and employee retention. Prior to her position with HSO, she worked in human resources and recruiting for Seviroli Foods on Long Island and CCN, Inc. in New York City. She holds an MA in Industrial/Organizational Psychology from Hofstra University and is PHR certified.

Darren Gooding is VP of Delivery for HSO | ProServ, leading the company’s CRM delivery across the legal, AEC, consulting, and accounting markets. Darren applies his 25 years of experience and HSO’s industry focused intellectual property to successfully deliver large-scale, global engagements that ensure customer success.