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Industry Insight Resources

Best Practices For Software Implementation

Beginnings are always messy and this is often true in the Construction Industry. Especially at the start of a new project, which can make the entire project messy from day one. Through proper planning, possible pitfalls can most definitely be avoided.

The same can be said for implementing new construction software. Contractors often hesitate investing in a more efficient system – typically not due to the cost, but rather the anticipated stress associated with change management.

By applying your skills and know-how of running a successful and profitable construction project, you can avoid these common missteps when implementing a new construction software. Below are some of the most common roadblocks and related best practices to curb them.

1. Begin with a Plan

When you purchase a new construction software package, approach the implementation process the same way you would approach a new job – with a solid plan. Tap into the resources of your software provider in order to develop a logical and effective implementation strategy in order to be successful. They have helped thousands of clients before you, so with an open mind, allow them to be your trusted partner throughout the process.

2.  Define Success

 

Success is more than simply having the system up and running. Look deeper into defining what success is. What procedures have you found that haven’t worked with your current software and how can those procedures be improved? Identify these measurements of success at the onset of implementing new software.

3.  Assign a Project Manager Lead

 

Typically, you wouldn’t begin a new job without a Project Manager, so do not start a software transition without one. Ensure you have a dedicated Project Manager on board from your company and ensure they play a substantial role during the implementation process. Ultimately, the Project Manager will be one of the champions during start to finish of implementation and further on.

4.  Review Old Procedures

 

The main reason for changing software packages is to increase productivity and profitability. In order to increase this, it is important to review old procedures in order to make the necessary adjustments. Spend the time up front to establish a more standardized structure for all of your jobs and overall operations within your company.

5.  Review Outdated Information

 

Before switching over to your new software provider, review all of your records. By eliminating duplicate vendors, evaluating outstanding items and updating employee information – you can start with a clean set of data, which will help you when developing new procedures or tweaking existing ones.

6.  Approach Implementation in Phases

 

Transitioning over to a new software package should be approached in phases, just like a job. Map out each phase along with your software provider and share this with your team leads. By approaching this in phases, it will keep your staff from feeling overwhelmed as you move throughout implementation because you are giving them time to learn the basics before adding more complex functionality.

7.  Stay Positive and take Advantage!

 

Implementing new software can come with a bag of changing emotions – excitement, dread, frustration and impatience. Change can be difficult but remaining positive and taking advantage of the support your software provider is arming you with, will make all the difference! Keep an open line of communication between yourself and your team, as well as the software provider. Increase your knowledge base and overall efficiency by taking advantage of any additional resources, webinars and much more. Most importantly, take a hands on approach to training in order to utilize the software to is maximum ability.

 

Change is necessary for growth. Set expectations early on and approach the brand new implementation process with a solid strategy!

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Uncategorized

AGC Conference 2016 San Antonio!

On behalf of the Jonas Premier Team, we would like to thank all of the amazing men and woman who came to visit our booth. Every year it truly amazes us how incredible an industry that we have the pleasure of working in! Thank you all so much for your valuable time and the amazing conversations.

 

Don’t forget to wear your Hard Hats when on site….SAFETY FIRST!!!

We’ll see all you lovely people next year at AGC 2017.

 

With Great Respect,

The Premier Team.

Categories
Industry Insight Mobile Resources Trends & Technology

Jonas Premier Favored for Contract Management by Capterra

In a recently published article for Capterra, Content Marketing Analyst, Rachel Burger ranked Jonas Premier in the top 10 best constructions software packages for contract management. Citing Premiers unlimited document storage, ease of use and reputation for customer service excellence as defining features, Burger went on to explain that the criteria used in narrowing down her extensive list of candidates consisted of: Is the software industry specific? Is it applicable for commercial construction? Are there contract management features, and ease of use.

As a provider of fully integrated Construction Project Management and Accounting Software, Jonas Premier offers cutting edge cloud based software for today’s contractors. With complete access to your data from the office, job site, and even the airport, you can make the right decisions for your business at all times. Good bye Citrix, good bye VPN, and welcome to safer, faster software.

 

About Capterra:

Capterra is a website that offers unbiased third party software advice and reviews, you can check them out here.

Rachel Burger is a Content Marketing Analyst, and you can check out some of her writing here.

Categories
Accounting Industry Insight Mobile Trends & Technology

Mobility in the Construction Industry

The construction industry is one of the largest and oldest industries in North America. In some areas it is at the forefront of innovation, and yet is oddly still hesitant to progress in others.  In today’s modern era of construction there are few features that can give as great of an advantage as mobility.

 

As mentioned in an article on Wired.com , the ability to access live data on the go allows Project Managers, Architects and Engineers to effectively operate multiple projects simultaneously and increase productivity during travel and out of office visits.

 

So what exactly is a mobile solution? Well for starters, it’s a system that when implemented, allows you hassle free access to live data in any setting and across multiple platforms I.E. your laptop and mobile device. True cloud based software allows you to enter live data and update on the go which ensures that everyone on your team is in sync and up-to-date. Cloud based Accounting and Project Management software provides you access to your data anytime, anywhere, on any device.

 

With current technology, it is very simple to implement a mobile solution for your construction business of any size.  Devices like the Microsoft Surface or the Chuwi ci8 Plus are capable of running full versions of Microsoft windows which gives you access to the full functionality of software that is too complex for a smartphone, while also maintaining the portability and ease of use of a tablet.  In addition to cloud based software, there are also Mobile Apps that will allow subcontractors to do time entry, daily job logs, and photo captures from the field that update to your projects in real time.

 

The time to take your business mobile is now. It is 2016 and there is no excuse to limit your own productivity or the productivity of those you employ, to traditional Construction Project Management and Accounting systems. The demands of today’s construction industry are higher than they have ever been before – Mobile Solutions represent the best way to reach new possibilities.

 

Categories
Accounting Job Costing

What QuickBooks Can Do, Jonas Premier Does Better

Sure, QuickBooks is great, but take a look at why the Jonas Premier Integrated Construction Software Solution is so much better. After all, they offer Customer Support in house.

JOB COSTING

QuickBooks:

  • Only has cost items, which means every cost item must be linked to a General Ledger account rather than group by Cost Type and then linked to a General Ledger account, thus creating more work during the set-up of a cost item.
  • Documents such as drawings, or contracts used in the course of Project Management work can be uploaded to QuickBooks but have to be attached to a specific customer or a specific estimate rather than storing all relevant documents to a particular job. Unlike Jonas Premier which allows for all Job related documents to be stored together with the Job information.
  • QuickBooks can provide basic job cost reports such as Profit or Loss by job, but lacks when it comes to complex job costing reporting such as Payment application reports which can be found in Jonas Premier.

Jonas Premier:

  • Allows for 5 levels of job costing, which provides a variety of useful options for the categorization of costs for both Accounting and Project Management Teams. This provides more versatile reporting options in both business segments allowing users to organize jobs by cost items, cost types, departments and even location.
  • Can be configured to set up job specific markups, whereas QuickBooks requires a new “item” for every markup that a user may want to apply which makes billing cumbersome.
  • Keeps the job costing and project management a separate functioning and reporting segment for Project Managers which allows them full use of the software without risking the integrity or confidentiality of the financial information also stored in Jonas Premier on the Accounting side of the product.

CREATING ESTIMATES

QuickBooks:

  • Creating estimates involves creating a new “item” for every cost item a user needs to track. Each “item” is then linked to an account on the Chart of Accounts.
  • These items need to be manually inputted during the creation of the estimate.
  • QuickBooks has the ability to import an item list from excel, however, the templates are not readily available to users, and must be created by the user. Unfortunately the creation of the template and subsequent import is not very seamless and therefore is not used as often.
  • The excel import that QuickBooks has available is only offered on their desktop version of the product, not on their cloud version, unlike Jonas Premier which has an excel upload that is easy to use and readily available on the cloud format.

Jonas Premier:

  • Premier offers two options in terms of creating an estimate. The first is to upload an estimate from Excel using a template provided by the Jonas Premier Support Team. This template is easy to use and allows for the application of various mathematical functions while remaining in an easy to read format that can be uploaded with a click of a few buttons.
  • The second option is to manually enter the costs while pulling the cost items from an existing drop down menu which would have been previously loaded into Premier using the aforementioned Excel upload template. While this option is similar to QuickBooks, the difference is the ease in which Jonas Premier allows users to upload their template of cost items.

WORKFLOW

QuickBooks:

  • QuickBooks offers a workflow in terms of applications available for use, Purchase Orders, Receive Inventory and Enter Bills. However where workflow in QuickBooks lacks is the ability to set approvals and also require sign offs in order to make a purchase or record an invoice.

Jonas Premier:

  • Jonas Premier allows for the System Administrators to set up a workflow requiring approvals at various checkpoints throughout the Accounts Payable process which helps to maintain the integrity of the data by reducing the amount of errors or unapproved transactions going through the accounting or job cost software.