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INDUSTRY WORKFLOW

PRE-CONTRACT STAGE = Invitation to bid (ITB)

  1. Drawings

  2. Takeoff (requires product data and custom formulas, option to use Bluebeam Revu)

  3. Labor budget (requires departments and wage scales)

  4. Materials budget (requires materials data)

  5. Estimate (Data Entry Thought Process)

CONTRACT STAGE = Continues until closeout

  1. Project management

  2. Request for information (RFI)

  3. Transmittals

  4. Change orders

  5. Invoicing (requires integration with accounting software)

  6. Budget vs Actual reports

PRE-PRODUCTION PHASE =

  1. Design and specify products: (requires integration with engineering software)

  2. Schedule work: Project schedule (requires employee data)

  3. Request materials: Materials Request (MR) (requires materials data)

  4. Order materials: Purchase Order (PO) (requires integration with accounting software)

  5. Receive materials: Inventory / Stock

PRODUCTION PHASE =

  1. Release jobs: Work Order (WO)

  2. Release shop drawings:

  3. Release materials: Pick Ticket

  4. Track labor: Time clock

  5. Track progress: Timeline, Reports, Dashboard

COMPLETION =

  1. Shipping: Manifest

  2. Installation:

  3. Closeout > archive

IMPLEMENTATION PROCESS

  1. Establish relationship

    1. Company Survey

  2. Manage expectations

    1. Training Map

    2. Hardware & Software Requirements

  3. Manage project

    1. Server & Client Installations (Includes Email Service)

    2. Crows Nest API Installation

  4. Manage change

  5. Discover: organization, processes, data structure

    1. Data Entry Schedule

    2. Crows Nest Excel Template

  6. Migrate / populate data

    1. Crows Nest Excel Add-In

    2. Estimating data - product lines

  7. Configure

    1. Sample Document Tree

    2. Example Project Flow

    3. Estimating formulas

  8. Customize

    1. Custom reports

    2. Dashboards

  9. Integrate

  10. Train (see above)ON-SITE

  11. Go liveON-SITE

  12. Support

  13. Final review

IMPLEMENTATION MILESTONES

  1. Analysis

  2. Installation

  3. Data migration

  4. Configuration

  5. Customization (if applicable)

  6. Integration (if applicable)

  7. User training (relevant modules, staged)

  8. Go live (relevant modules, staged)

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