Increase Profitability by Eliminating Duplicate Data Entry

What is your time worth to you? Or perhaps the question should be, what are your staff’s billable hours worth to you? Because if you can’t bill for the time, your staff is performing routine duties, then you should make sure those duties are essential for the business. 

Most architecture, engineering, and construction (AEC) firms are equipped with modern business applications, including ERP, CRM, and HR. However, for many firms, these systems are not cloud-based, which means data must be entered by hand at the office.  

What’s more, these systems typically do not share information between and among them easily, so important data is kept siloed in each specific business system. The result is that critical business insights are frequently overlooked, and non-billable time is spent making sense of whatever data is there by creating reports with Excel spreadsheets that are outdated once the report is created. 

For example, a typical scenario has the staff member go out into the field, record their observations, then come back to the office and enter the data by hand into the system. In this example, the person enters the same data twice – once in the field and again at the office. Not only is this process tedious for the staff member, but it is also prone to errors. If they want to verify a measurement or observation in their notes, they must return to the site to get them. 

Then there is a similar issue with completing timesheets. Entering billable hours should be performed as soon as possible to maintain the accuracy of the hours spent on the project. But if employees in the field must come back to the office to report their billable hours, they might not remember the exact times spent on each project. Underreporting their billable hours has a direct impact on the profitability of your firm. 

The Case for the Cloud 

Having a cloud-based system alleviates most of these issues.  

Employees can enter field notes and data directly into the system while in the field using a phone, laptop, or tablet, eliminating the issue of duplicate entry. If they need to verify a measurement, they are still on site and can collect the data again. 

In the same way, time can be entered from wherever they are, helping to ensure their timesheets are always up-to-date and accurate. 

By having cloud-based, interconnected CRM, HR, project management, and ERP systems, field personnel no longer have to return to the office to enter data into business applications, which results in significant time savings and reduces the increased chance of human error. Plus, it frees up your staff to perform more billable work. 

Real-time Reporting at the Touch of a Button 

Another advantage of integrated cloud-based business systems is that data exchange gives management visibility across all areas of the firm, from project management to business relationships to profits and losses. Gone are out-of-date Excel spreadsheets. Instead, firms can glean actionable insights from real-time reporting on the business areas that matter the most. 

Secure, Flexible, and Configurable 

Having access anytime, anywhere, from any device is a significant advantage for your staff. But there’s more.  

Modern cloud-based applications are also more flexible than rigid, legacy systems. They offer more options that allow internal employees to configure the system to match how your firm does business rather than employing an outside consultant to come in and make the changes for you. Access can be granted to remote and on-site workers as needed.  

Cloud hosting providers have the staff and resources to employ better security and backup and failover capabilities than most firms can accomplish independently. 

aec360 is cloud-based software leveraging proven Microsoft technology and designed specifically for AEC firms and their staff to help win business, deliver excellent projects, and optimize revenue. With aec360, you get a comprehensive industry-specific suite AND a best-in-class cloud platform to manage your processes, insights, productivity, relationships, and tools. 

Talk to us about what aec360 can do for you. Contact us to schedule a discovery call.  

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.