building the connected aec firm · brief introduction to today’s hosts s agenda. what has been...
TRANSCRIPT
The Microsoft Cloud
Microsoft Dynamics 365 + aec360
April 23, 2020
Building the Connected
AEC Firm
Why Are We Here Today?
• Today’s AEC firms are facing increasing
pressure on multiple fronts
• Being fully ‘connected’ is more important than
ever
Win more business
Be more agile
Drive higher levels of efficiency and profits
Run their business without disruption
• The ‘Connected AEC Firm’ is positioned to:
• We’re introducing a new model for the
‘Connected AEC Firm’ of the future
The Need for Connectivity• Changes afoot in AEC
• Current challenges for AEC firms
• The need to become more ‘connected’
Building the ‘Connected AEC Firm’• What is the ‘Connected AEC Firm’?
• Becoming a connected firm with Dynamics 365, aec360, and the
Microsoft Cloud
• Demonstration of key attributes of the Connected AEC Firm
Q&A
Post-event Survey• $100 Visa gift card drawing
Brief Introduction to Today’s Hosts
Tod
ay’s
Ag
en
da
What has been the biggest COVID-19
challenge to your firm’s business?
Transitioning
employees to WFH
Slowdown to BD
pursuits or pipeline
Cancelled or delayed
projects
Polling Question #1
About Today’s Hosts
Where We Do It
We have offices in over 20 countries on 6
continents, with successful implementations in
over 80 countries around the world
Our Credentials
We’ve won 10 Microsoft global and industry
Partner of the Year awards, including Dynamics 365
Worldwide ERP (2017), Talent (2018), and CRM
(2019) Partner of the Year awards the last 3 years
Who We Are
We are the leading global provider of Microsoft
Dynamics 365 software solutions to AEC firms
and other project-driven businesses
What We Do
What We Do
We provide a full set of evaluation,
implementation, and support services for
Microsoft’s Dynamics 365 CRM, ERP, HR, and BI
solutions, along with our aec360 industry solution
The industry’s broadest cloud business suite purpose-built for AEC firms
aec360 Industry Solution
Azure Cloud, Office365, Power Apps, Power Automate, LinkedIn
Artificial Intelligence, Power BI, Mobility
Microsoft Dynamics 365 Intelligent Business Applications
ACCOUNT FOR WORK
CORE ACCOUNTING
PROJECT ACCOUNTING
REVENUE MANAGEMENT
FIXED ASSETS
COMPLIANCE
PURCHASING
SUB/VENDOR MGMT
FINANCIAL ANALYTICS
MANAGE TALENT
RECRUITING
ONBOARDING
ADMINISTRATIVE HR
PERFORMANCE
TRAINING
BENEFITS
PAYROLL
PEOPLE ANALYTICS
WIN WORK
LEADS/PROSPECTS
CLIENTS/CONTACTS
RELATIONSHIP INTELLIGENCE
PROJECT OPPORTUNITIES
GO/NO-GO WORKFLOWS
PROJECT EXPERIENCE
EMPLOYEE QUALIFICATIONS
DOCUMENT ASSEMBLY
CUSTOMER ANALYTICS
FIND WORK
CAMPAIGNS
EVENTS
SOCIAL CONTENT
SURVEYS
EMAIL MARKETING
LEAD GENERATION
MARKETING ANALYTICS
DELIVER WORK
PROJECT FEE ESTIMATES
PROJECT/CONTRACT SETUP
WBS & PROGRESS
PROJECT COLLABORATION
BUDGET MNGMT
RESOURCING
TIME & EXPENSE
BILLING
PROJECT ANALYTICS
aec360 on Microsoft Dynamics 365
AEC Software Migration Program
• Removes barriers to migrating from
legacy AEC providers to Dynamics 365
• Benefits:
– Free solution evaluation and gap/fit analysis
– Discounted software license fees
– Free migration of core data
– Risk mitigation package to ensure successful
deployment
– Detailed cost proposal and high-level
implementation plan
“The fact that it works seamlessly with our
other Microsoft investments like Office 365
and Power BI will help us improve productivity
and collaboration so we can spend more time
focusing on our clients.”
- Dunaway Associates – Ft. Worth, TX
“We selected Dynamics 365 and aec360 not only
based on its next-generation cloud technology, but
the fact that it has been purpose-built to meet the
unique needs of AEC firms.”
- BGE, Inc. – Houston, TX
The Need to be ‘Connected’
BACKGROUND
Things Are ChangingEven in AEC!
Ongoing industry consolidation
Workforce changes, including a generational shift
The transition to the Digital Age
Increasing focus on innovation
Changing client procurement/contracting strategies
Attracting and developing new business
Gaining real-time visibility across firm
Finding and keeping good people
Challenges for Today’s AEC Firms
Maintaining quality and efficiency
Client expectations and margin pressures
Vulnerability to macro-economic impacts (E.g. COVID)
Agile
• In the face of increasing competition and global challenges
Efficient
• To account for shrinking margins
Opportunistic
• Positioned to innovate
Insightful
• Capable of making real-time business decisions
To Succeed, AEC Firms Need to Be:
Connected
• Able to run your business without disruption
What is the ‘Connected AEC Firm’?
How ‘connected’ is your firm?
We meet most of the criteria We’re not very well
connectedWe’re somewhere in
the middle
Polling Question #2
Building the Connected AEC Firm
The Solution
Signs of a Disconnected Firm
2
3
4
5
Disconnected business software systems
Outdated technology
Limited user adoption and buy-in
Lack of standard business processes
Inability to get real-time reports and BI
Microsoft’s Cloud Strategy
Power Apps
Power Automate
Bots
Hololens#1 Cloud for Business
$14B+ Annual R&D Investment
Productivity
Platform
Azure AI
Power BI
Advanced Analytics
Security
Privacy
Compliance
Cloud
Cognitive Services
What is a ‘Connected AEC Firm’?
1. Connected Processes
The Need for Integration in AEC Firms
The industry’s broadest cloud business suite purpose-built for AEC firms
aec360 Industry Solution
Azure Cloud, Office365, Power Apps, Power Automate, LinkedIn
Artificial Intelligence, Power BI, Mobility
Microsoft Dynamics 365 Intelligent Business Applications
ACCOUNT FOR WORK
CORE ACCOUNTING
PROJECT ACCOUNTING
REVENUE MANAGEMENT
FIXED ASSETS
COMPLIANCE
PURCHASING
SUB/VENDOR MGMT
FINANCIAL ANALYTICS
MANAGE TALENT
RECRUITING
ONBOARDING
ADMINISTRATIVE HR
PERFORMANCE
TRAINING
BENEFITS
PAYROLL
PEOPLE ANALYTICS
WIN WORK
LEADS/PROSPECTS
CLIENTS/CONTACTS
RELATIONSHIP INTELLIGENCE
PROJECT OPPORTUNITIES
GO/NO-GO WORKFLOWS
PROJECT EXPERIENCE
EMPLOYEE QUALIFICATIONS
DOCUMENT ASSEMBLY
CUSTOMER ANALYTICS
FIND WORK
CAMPAIGNS
EVENTS
SOCIAL CONTENT
SURVEYS
EMAIL MARKETING
LEAD GENERATION
MARKETING ANALYTICS
DELIVER WORK
PROJECT FEE ESTIMATES
PROJECT/CONTRACT SETUP
WBS & PROGRESS
PROJECT COLLABORATION
BUDGET MNGMT
RESOURCING
TIME & EXPENSE
BILLING
PROJECT ANALYTICS
aec360 on Microsoft Dynamics 365
2. Connected Productivity
Overview Demo Examples:
• Outlook
• Excel
• Microsoft Project
• SharePoint
• Teams
Integration Across Your Microsoft ToolsEmbedded productivity, collaboration, and insights where you need them most!
3. Connected Insights
Integration Drives Intelligence
Connected Insights
Financials Operations/Projects
Clients People
• Revenue
• Gross profit
• WIP
• AR DSO
• Budgets/actuals/variance
• Progress + ETC/EAC/EVM
• Project profit / multiplier
• Opportunity trending
• Pipeline / forecast
• Backlog
• Headcount
• Attrition
• Utilization / realization
Key AEC Metric Examples
Microsoft Power BI
4. Connected Relationships
The Key to Connected Relationships
Who else in my professional
network knows them?
Who knows whom?
Who has worked with whom?
Who is or is not communicating
with whom?
Collision avoidance!!
Activity trending up or down?
5. Connected Tools
Connected ToolsAccess Your Firm’s Assets Any Time, Anywhere
Data storage /
archiving
Dynamics 365
business apps
File storage
Office 365
productivity apps
AI + Machine
Learning
Compute power
Authentication
Cognitive services
Virtual machines
Integrations
DevOps
Big data + analytics
Disaster
recovery
IoT
Blockchain
The Microsoft Cloud
• Gain scalability
• Lower costs
• Reliability
• Security + compliance
• Easy to access
• Simple to manage
• Effectively integrate your
systems and tools
Bots
The 100% Mobile AEC Firm
CRM Power BITime & Expense Workflows
THIS is the ‘Connected AEC Firm’
What the biggest factor preventing your
firm from being fully ‘connected’?
Disconnected systems
(inefficient processes and
islands of data)
Outdated technologyLimited access to
systems and tools via
cloud and mobile tools
Polling Question #3
Q&A Session
For additional information:
Visit us at: www.aec360.com
Contact us:
Andy Yeomans+1 [email protected]
Thank You!