HSO ProServ Helps Coffman Engineers Migrate Critical Functions to the Cloud

For many AEC firms, success comes down to the ability to effectively manage all facets of their operations from sales and marketing all the way through project delivery and accounting. To track the myriad of details associated with client relationships and projects, AEC firms require powerful technology solutions.  

Coffman Engineers, a multidisciplinary engineering firm that specializes in civil, corrosion control, electrical, mechanical, survey, and other services, recently began the search for a new cloud-based business platform to streamline its own operations. The firm wanted a powerful solution that could support all departments and unify the efforts of each team to ensure collaboration and cohesion across the enterprise.  

The team at Coffman Engineers considered many options and conducted extensive research into the available solutions before making the decision to migrate to Microsoft Dynamics 365 and aec360.  

“After extensively vetting architecture and engineering ERP software vendors and looking out over the next 10–15 years, it was clear that Microsoft Dynamics 365 and aec360 were uniquely positioned to help us achieve new levels of integration and insights across our business,” Dave Ruff, CEO and President of Coffman Engineers said. “We are confident that this new cloud platform will help us continue to innovate and grow our business well into the future.” 

Built on the Dynamics 365 platform, aec360 provides the sophisticated and comprehensive features that AEC firms require  

 “We’re driving productivity, collaboration, and insights across our clients’ businesses in a way no one else can because we have the full Microsoft platform behind us,” said Andy Yeomans, Executive Vice President of Sales, HSO ProServ. “This was a true match made in heaven for the team at Coffman Engineers due to our knowledge and our purpose-built solutions designed specifically for the AEC industry.” 

HSO ProServ helped Coffman Engineers develop and execute a customized implementation plan to help the firm make the most of their investment into Dynamics 365 and aec360. During the planning phase, the HSO ProServ and Coffman Engineer teams worked closely together to identify opportunities for integrating the firm’s existing CRM solution and data into its new cloud-based business platform. This allowed the firm to tie its CRM and ERP data into a single cohesive view.  

“Once you get all of these major business areas integrated, data flows more seamlessly, and the customer can realize tremendous benefits with CRM, ERP, and soon HR all on one platform,” Yeomans said. “That just wouldn’t be possible without Dynamics 365 and aec360.” 

The move to Dynamics 365 and aec360 positions Coffman Engineers to improve its internal processes and gain increased insight into all aspects of its operations.  For more information on Coffman Engineers’ experience with HSO ProServ and Dynamics 365, read the full case study published by Microsoft.  

Learn how HSO ProServ can help your AEC firm 

The benefits achieved by Coffman Engineers’ partnership with HSO ProServ and Microsoft is just one example of our ability to help AEC firms transform their business operations. To learn how we can help you achieve the same or similar benefits, contact us today.  

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.