Connected Insights: All the Information You Need in One Place

Architecture, engineering, and construction firms are fighting on two fronts: they need to win new business while keeping existing customers loyal. Technology can help, but it can’t do its job unless you also understand how to apply it to building a Connected Firm. In this blog article, part of our series on the Connected Firm, we dive into Connected Insights and the role they play connecting your firm.  

AEC ERP software gives you Connected Insights when the system embeds information into a business process. For the user, information is connected to action, which makes them efficient. In this post, we’ll take a look at this aspect of a well-connected AEC firm. 

The two primary reasons AEC firms find value in their ERP software is processing data and getting information. It’s not surprising that when we hear AEC firms complain about the effectiveness of their ERP software, they typically point to difficult processing and poor information. This is where Connected Insights comes into play. 

Connect Insights Directly into Your Business Processes

When you engage in a process in an ERP system, it almost always involves working with information. A good example is in developing a proposal. You need past project experience as you establish a scope of service for the new project. You need employee project experience and qualifications to develop resumés to include in your proposal. The information you need for this process comes from your CRM system, your Project Management system, and your Human Resources system.  

But what happens when all the information you need is not embedded into this process? You need to go look for it. What if these Insights are not connected? You might have to go to three (or more) separate sources. 

The Answer: An Integrated Approach to Connecting Information from Every Source to Every Process

Having to go from one data source to another as you complete a process is time consuming and frustrating. The truly connected AEC firm gains real-time intelligence by unifying data on a single, integrated business platform and being able to embed those insights directly in their business processes. They connect the “need to know” with the “need to do.” 

Integration in AEC Firms

Stop Searching for Information

We’ve designed aec360 ERP software with Connected Insights. We’ve embedded the real-time data you need to fulfill your business processes directly when and where you need it. Real-time decisions need to be supported by real-time information. Correct information drives correct action. The following screen shot shows a project manager’s dashboard—a single source for all the information needed to analyze their projects and make business process decisions. 

Why Value Connected Insights?

In summary, an AEC firm’s ERP software shouldn’t force the user to search for the information they need to make a business process decision. The information might come from different application areas, but it should be fully integrated and delivered in a single source and in real-time. Connected Insights in aec360 provide exactly that—a fully integrated approach to information that will drive efficiency in and great business process decisions for AEC firms! 

With aec360, you can have a Connected Firm and all its benefits. Let us show you how in this 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, 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’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.