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Senior estimatorBefore Pete started using Sage Estimating, his days started early and he wasone of the last to leave the office. He was good at his job but knew there hadto be a better way.Over the years he had “perfected” thespreadsheet that he used to put togetherestimates. It worked okay, but more timesthan Pete cared to admit his companywas awarded jobs that were . . . well . . .a bit less than profitable. Hidden cells.Mistakenly deleted formulas. Guesstimates.They all came back to bite him more thanonce. What’s worse, he just didn’t have thetime to scrutinize his estimates and makesure he had crossed every “t” and dottedevery “i.”Now times are betterToday, Pete and all the other estimators inthe company are using Sage Estimating.Everyone is on the same page, andPete is able to generate more estimatesfaster than ever before and do it withoutjeopardizing accuracy. Calculatingquantities, dimensions, and countsis a snap using pricing databasesand onscreen takeoff tools. Lastminute adjustments are quick andpainless. Plus Pete can use historicalestimates to track the probability andprofitability of future jobs.Pete is more confident than ever thathis estimated costs will be accuratefrom the time the shovel pierces thedirt until the project is complete. Andthat’s a good thing because Mike, thecompany’s top project manager, is a realstickler for details.The power of connectivityAt the same time the company rolledout Sage Estimating, it rolled out Sage300 Construction and Real Estate. Thesolutions work together, which makes theentire company work better together. NowPete and his fellow estimators are able toeasily share all of the details on a bid withMike and his project management team.Learn more at: www.SageCRE.com11

Senior estimator (continued)Plus Joanne in accounting doesn’t haveto manually create job cost budgets orpurchase orders from an estimate. It’s allautomated, so there’s no fuss.It’s better estimating byevery measure.With Sage Estimating, Peteis able to generate moreestimates faster than everbefore and do it withoutjeopardizing accuracy.Resources Sage EstimatingCustomer success stories Model/Conceptual Estimating E cho Pacific ePlan Takeoff Rudolph and Sletten A dvanced Assembly Databases E cho Valley Irrigation RS Means Databases Project ManagementCustomer success videos Sage Construction Project CenterEcho Pacific Sage Bid ManagementR udolph and Sletten E cho Valley IrrigationDemoS age EstimatingLearn more at: www.SageCRE.com12

Project managerMike’s role is easily summed up: Bring projects in on time and on budget.It sounds simple enough, but there area lot of levers to pull and buttons topush in order to keep projects movingand ensure a healthy profit margin. Thevolume of details and processes canbe staggering. Schedules. Budgets.Documents. Subcontractor compliance.RFIs. Submittals. And let’s not forget oneof his biggest challenges—change orders.Before implementing Sage 300Construction and Real Estate, Mikefound himself struggling to keep everythingorganized and under control. His days werepressure filled. He rarely had access totimely information about his projects, whichled to work stoppages or forced him to actbased on gut instinct instead of hard data.More visibility meansless downtime.Implementing Sage 300 enabled Mike toreinvent himself. Whereas he used to bea “problem solver,” now his colleaguescall him a “problem preventer.” Insteadof reacting to issues that come up on thejob site, he has the timely informationaccess he needs to make adjustmentsand course corrections to prevent acatastrophe.For example, let’s say Mike wants to seewhat cost codes are at risk of going overbudget. With a few clicks of his mouseor taps on his iPad, that data is availableon his screen. He can drill down into thedetails to see what’s causing the problemand act decisively to get it backon track. If he needs to know when asubcontractor has an expiring insurancecertificate, he can set the system toautomatically email him a project alert30 days prior to its expiring.Change orders run smootherwith Sage 300.Administering change requests andchange orders used to be a nightmarefor Mike. Despite his best intentions,he had difficulty getting them approvedby all parties in a timely fashion. Today,using the Sage 300 Project Managementmodule, Mike can convert an RFI into achange request and send the proposedLearn more at: www.SageCRE.com13

Project manager (continued)change to Phillip, the owner of thebuilding, for approval—all with the clickof a button. Subsequently, he can trackthe status of change orders—from requestto pending to verbal okay to approved—all from a single screen.Other processes like scheduling,budgeting, and billing are much moreefficient, too.Now Mike is freed up to do what heenjoys most and what got him startedin this business—building things!Resources Project Management Office ConnectorCustomer success videosThor Construction Billing Job Cost Document Management MyAssistant Sage Desktop Sage Construction Anywhere MyCommunicator for OutlookDemo P rofit erosionWhite papers“Litigation risk management” “ The benefits of documentmanagement” Sage Paperless Construction Sage Construction Project CenterLearn more at: www.SageCRE.com14

Operations managerIf Jake had to sum up his typical day as an operations manager, the firstquestion he’d ask is “which day?”On Monday he was trying to dig into aproblem on one of the company’s biggestjobs. Tuesday was spent in a team meetingdiscussing their next project. Wednesdayand Thursday he was onsite supportinghis estimators by getting a firsthand lookat the site logistics for a project theywere bidding.With so many responsibilities, his jobrequires open communication, clearvisibility into operational and projectdetails, and decision making. Sage 300Construction and Real Estate helps withall three job requirements.Jake sees the big picture.And the nitty-gritty details.With Sage 300, Jake rarely getsblindsided by project missteps. At anytime, he has a variety of methods tomonitor and analyze company and projectdata, including pulling it into Excel, whichhe’s always been comfortable with. Thesystem even provides automated emailalerts so he knows the second an issuearises, such as a job that has fallen belowa specific profit threshold or a projectmanager’s monthly forecasts are overdue.Better still, he can act on these emailalerts without ever leaving Outlook. Andhe stays connected whether he’s in theoffice, at a client meeting, or on a jobsitethrough his tablet and smartphone.Working together works better.Clear communication with projectmanagers, subcontractors, clients,and company leaders is crucial. Thecompany used to manage plans anddrawings through a paper-basedsystem. As a result, details that slipthrough the cracks and bottleneckswould slow projects down.Now all those details are managedthrough Sage Construction Anywhere,a virtual project hub, allowing the entireproject team to easily share and retrievethe latest project documents, drawings,and photos from any location, ensuringeveryone is planning and acting withcommon and current project information.Learn more at: www.SageCRE.com15

Operations manager (continued)Plus the Sage 300 Job Cost module helpsJake ensure his projects are staying withinbudget. And Project Management enableshim to keep track of RFIs, submittals,change orders, change requests, meetingminutes, notes, and conversations thatused to get lost in the shuffle of emailsand everyone’s busy schedules.The buck stops with Jake becauseJake starts his day with Sage 300.With Sage 300, Jake rarelygets blindsided by projectmissteps. The system evenprovides automated emailalerts so he knows thesecond an issue arises.Resources Office Connector Project ManagementWebsiteSage Construction Anywhere MyAssistant MyCommunicator for Outlook Sage Construction AnywhereWhite papers“Litigation risk management” Sage Bid Management Sage Construction Project Center Sage Paperless ConstructionLearn more at: www.SageCRE.com16

SuperintendentBy the time Sam has finished his first cup of coffee, he typically has a listof issues that need to be addressed.Today is no exception. A critical deliveryhasn’t arrived yet. Yesterday’s HVACinstallation needs attention. And theproject manager is in his ear about laborcosts, which are currently running 2%over budget.In the past, these kinds of challengeswould have completely blindsided him,sending him scurrying for answers. He’dneed to make calls to his sub, send emailsto purchasing folks back at the office, chasedown paper timesheets, and dig throughproject binders. But since the companyimplemented Sage 300 Construction andReal Estate, along with Sage ConstructionAnywhere, most of the issues that come updon’t rattle Sam anymore.Sam sums up the improvementprovided by Sage in one word:simplicity.Take employee time tracking andapproval, for example. For every project,labor is the single biggest factor in aproject’s profitability. It’s critical for Samto ensure hours entered are accurate.Even small mistakes can have bigconsequences. The old way involvedpaper timesheets, sometimes turned inseveral days late with too much relianceon memory. With so much to track,accuracy was often in question.Now the company has gone mobile. Allworkers use a mobile app to enter theirtime each day on their smartphone ortablet. Sam and the project managercan then easily review, adjust, andapprove time online at any time, fromany location. It’s easier to link the timeworked directly to the site activitiesperformed, which improves cost andproductivity reporting and takes a loadoff Sam’s shoulders. Plus, the accountingteam has the full detail they need muchsooner to tackle payroll and create the jobcost reports that help Sam course-correctlabor overruns and issues faster.Project details, anywhere.Even behind the controls ofa bulldozer.Another key advantage with Sage isinstant access to project information.For Sam and his crew, it was such a timewaster to be on a piece of equipmentLearn more at: www.SageCRE.com17

Superintendent (continued)and need to shut everything down, climbout, and walk over to the trailer to get adocument or drawing. Truth be told, moretimes than not they went with their gut,which often led to mistakes that requiredfixing later. Now, anyone in the field isable to look down at an iPad and pull upa drawing instantly to confirm they areon the right track. It has saved time andreduced rework.Working better, togetherWhat’s more, it’s not only Sam’s directemployees who are seeing the benefits ofSage 300 paired with Sage ConstructionAnywhere. All project team members,including subcontractors and suppliers,have access to up-to-date projectinformation, documentation, drawings,photos, and schedules through a sharedonline portal. Sam’s company has fullcontrol over who sees what. As a result,Sam has been able to offload someaccountability to others to ensure theyare planning and acting with the latestproject documentation available.One final and unexpected benefit? Samnow has time for a second cup of coffeein the morning, not to mention a lot fewerchallenges to deal with.Resources Sage Construction Anywhere Project ManagementDemoSage Construction Anywhere Sage Desktop Sage Construction Project CenterWebsiteWhite papers “ Enabling mobility in yourconstruction firm”Sage Construction AnywhereLearn more at: www.SageCRE.com18

PeopleManaging people and payroll is never straightforward,no matter what the line of work. However, fewbusinesses face as much red tape as constructionfirms. Unionized labor. High turnover. Subcontractors.Variable hours and pay rates. Certified payroll forgovernment work. These issues and other logisticalconcerns conspire to create a potentially hypercomplex environment. Sage 300 Construction andReal Estate is job ready, enabling you to preparepayroll, manage workers and subcontractors, andcomply with regulations with minimal paperwork—soyou can focus on core activities.Click to learn how this individual addresses her daily business challenges:Payroll and office managerLearn more at: www.SageCRE.com19

Payroll and office managerJane’s coworkers joke a lot that she wears many hats. Over the course of aday, she might be an office manager, a payroll clerk, and an HR manager.Lately, life has gotten much easier becauseshe’s started wearing a single hat—thehat of a Sage 300 Construction and RealEstate user.Mastering payroll andHR tasksJane now has a one-stop source tohelp her oversee what’s going onand complete tasks across her manyresponsibilities. For example, payrollused to be a major source of stress. Shedeals with sticky issues like union dues,workers’ compensation, drug testing,licenses, certifications, overtime, and timeapproval. The Sage 300 Payroll moduleis up to the task. Jane can easily set upemployees, approve their hours, andmake sure everyone gets paid on time.Since all the jobsite superintendents andworkers are also using Sage ConstructionAnywhere to enter and approve time, Janedoesn’t have to chase down or manuallyenter timesheets anymore. They flow intothe system automatically, saving time andimproving accuracy.The software also provides over 70HR forms related to tasks such asevaluations, applications, discipline,termination, and new hires. In just a click,Jane can print a complete package withall the required documentation to hireor terminate an employee. Consideringthe amount of turnover and the numberof seasonal employees there are, it’stough to calculate just how many hoursSage 300 saves Jane on completingpaperwork.The time savings don’t stop there. Sage300 also offers integration to the AatrixeFiling Service, which populates muchof the form automatically and reducesadministrative overhead even further.The company provides simple accessand electronic filing services for over250 state and federal forms.Subcontractor managementsimplifiedOne of Jane’s favorite features in Sage300 is subcontractor compliance. Asan office manager, she’s responsiblefor accounts payable check runs. Thesoftware actually warns her throughoutthe invoice process when somethingis amiss. For example, if a sub has anoutstanding lien waiver or an expiredLearn more at: www.SageCRE.com20

Payroll and office manager (continued)insurance certificate, Jane cantemporarily block the check fromprinting until the compliance issue isrectified. And those compliance issueshappen far less frequently because Sage300 provides an alert system that sendsan automatic email notification giving thesubcontractors ample noticeto take action.While her company moves more towardsa paperless office, Jane finds SagePaperless Construction extremelyvaluable. She regularly referencesimportant company files with a simplemouse-click and without ever leaving herdesk. She also appreciates the built-inrouting feature that she uses regularly fordocument approvals such as invoices.By eliminating time-consumingadministrative tasks, Sage 300 hasmade it easier for Jane to do her job.Resources PayrollCustomer success stories Accounts Payable Ecker Enterprises MyAssistant Amelie Constructionand Supply MyCommunicator for Outlook Sage Construction Anywhere Document Management Sage Paperless ConstructionCustomer success videosThor ConstructionWebsiteAatrix efiling ServicesDemoSage Construction AnywhereLearn more at: www.SageCRE.com21

ServiceContractors who provide field service are facedwith higher customer expectations in anincreasingly competitive economic environment.Sage 300 Construction and Real Estate is thecompetitive edge you need to not only survive butto thrive. It’s built to improve service levels andmaximize profit by emboldening you to scheduleappointments more simply, reduce parts inventorycosts, and collaborate more effectively betweenthe office and field technicians.Click to learn how these individuals address their daily business challenges:Service managerDispatcherService technicianLearn more at: www.SageCRE.com22

Service managerCory used to have data in every nook and cranny of his service department.He and his team would keep vital information on sticky notes, emails,notepads, whiteboards, and spreadsheets.Now, when he looks back on the way heused to get things done, Cory quips that itwas the Dark Age.Since the company rolled out Sage300 Service Management, Cory hassuccessfully ditched the sticky notesystem. Schedules, job tickets, workorders, and contracts are all saved in oneplace. Now he and his team can focus ongetting the work done rather than wastingvaluable minutes on back-and-forthemails and phone calls.completion. For example, if he wantsto check up on a job, he can quicklysee who is where, what work they’reperforming, and how long it’s expectedto take. Cory’s team can easily assign theright technicians—with the right skills—to the right calls, as well as ensure theirworkload is efficiently balanced betweenservice calls and regularly scheduledmaintenance. Bottom line, Cory’sdepartment is able to make the best useof its resources while maximizing revenueand becoming more responsive tocustomers. It’s a win/win in Cory’s mind.The nerve center for Cory’s team is theSage 300 dispatch board. From withinthis friendly and flexible solution, Corycan get the lay of the land—monitoringthe progress of worksites from start toFrom taking calls, scheduling anddispatching technicians, stockingparts, and getting work orders in andout, Cory’s team now hums along likea well-oiled machine.One place for every detailSaving time all along the wayAs work is completed, technicians entertheir labor hours, and the informationis automatically populated on the workorders for invoicing, as well as in payroll.This saves people like Judy in accountingthe hassle of having to rekey information.Under the previous manual andspreadsheet-based system, one of thegreatest sources of Cory’s frustrationwas managing inventory and orderingparts. His warehouse person would haveto go line by line through a spreadsheetto check what was ordered and what hadbeen used, but more often than not, theinformation was inaccurate, which led todelays and customer complaints.Learn more at: www.SageCRE.com23

Service manager (continued)Today, the company uses the Sage 300Service Inventory solution, which Coryhas set up to automatically reorder partswhen quantities are depleted. Parts thatappear on work orders flow to ServiceInventory, which triggers an order whena predetermined quantity is reached.Invoices are, in turn, automaticallyposted to Accounts Payable.revenue and profit as well as whichtechnicians are the most efficient. Resultsof operational improvements are a higherlevel of customer satisfaction and bettercash flow management.For Cory and his team, this is theage of simplicity.Resources Service Management Service Agreement andPreventive Maintenance Service Purchasing Service InventoryScreenshots Service Managem

Product book. People. Projects. Processes. Properties. Sage 300 Construction and Real Estate (formerly Sage Timberline Office) connects them all—in ways no other solution can. By integrating your business at all levels and solving the construction- and real estate-