ecms v.4.0 Beyond Cost Accounting

Transcription

1 ecms v.4.0 Beyond Cost Accounting Phone: Meeting ID Jon Bruce Solution Engineer

2 ecms v.4.0 Construction ERP

3 Enterprise Content Management Imaging Workflow Archival Excel Import Cognos HRSS Mobile ecms Tax Table Service Project Income/Forecast Statement ecms Connect Training Update from CGC Webcast Agenda

4 Business Intelligence and Analytics

5 Business Intelligence & Analytics Completed and Available Operations Dashboard Financial Dashboard Personnel Dashboard Equipment Dashboard Project Management Dashboard Project Collaborator Frameworks Plant Sales/Scale Interface Dashboard 60+ Key Reports Dashboards Reports Consolidated Financial Reporting Drill downs BusinessObjects Cognos Frameworks for ECM in the works

6 Dashboards

7 Financial Dashboard

8 Operations Dashboard

9 Project Dashboard

10 Personnel Dashboard

11 Equipment Dashboard

12 Human Capital Management

13 Human Resources Standard Improvements to the Personnel Data and Employee inquiry Automated age defined limit for varying contribution limits to 401(k) accounts Global rate change Function Occupation Master Supervisor and Manager Contacts

14 Human Resources Self Service

15 Human Resources Self Service Employee Profile Demographics / Emergency Contacts Certifications / Skills Insured Dependents & Information Compensation Management Payroll Check Information / YTD Earnings W2 forms Benefits Management Vacation Hours / Sick Hours / Unpaid Leave Leave Request / Leave Request History Links to Providers Websites For Personal Profile Information / Event Changes Company Messages & Announcements Recommended Customer Focus 2014 Sessions: FM Summit Mon 3:30pm Human Resources and Human Resources Self Service

16 Enterprise Content Management

17 Enterprise Content Management Completed Batch Upload Data Capture Integration (IBM Datacap) Document Imaging Workflow Archival Reports Forms Recommended Customer Focus 2014 Sessions: FM Summit Mon 1:30pm Enterprise Content Management

18 Batch Upload Supports multiple file formats Configurable scanning settings (paper size, image dpi, page count, etc.) Indexing and categorization of imported files Pre assigned workflow and users

19 Datacap Digital, print and handwritten documents OCR, ICR, OMR Key data points extraction Custom business rules and processing Point of origin capture

20 Document Imaging Advanced search / indexing capability at different discipline levels Categories / subcategories Electronic Signature Capture Sticky Notes

21 Workflow Enhanced workflow log for status review and history Search capability through all categories through Workflow Inquiry Workflow administrator functionality Change workflow on demand

22 Archival Category / subcategory based Security Group User Reports Output Creates a PDF files Stores and indexes by category/subcategory Distributes via e mail Archives on demand

23 Excel Import into ecms Templates

24 Excel Import into ecms Templates

25 Excel Import into ecms Templates

26 Export via Business Intelligence

27 Mobile ecms

28 Mobile ecms Completed: Payroll Time Entry Field Reporting Time & Attendance Recommended Customer Focus 2014 Sessions: Ops Summit Tues 11:00am Mobile ecms

29 Payroll Tax Table Service

30 ecms Payroll Tax Table service Provided by Professional Services Department Print Screens provided for exact set up by customer Annual Tables provided that can be adapted to any pay frequency Annual Federal Tax Tables Annual State Tax Tables All States available Cost: $250 for all Federal Tables $250 per State of all Tables

31 Project Income Forecast Statement

32 Income/Forecast Statement

33 e F o r m

34 Project Income/Forecast Two new tables JCTHRT JCTHRE Included in the Job Cost Section of Cognos Framework Use to create Custom WIP reports & Other Job Cost Reports

35 ecms Connect & Integration

36 ecms Connect Completed ecms Connect for Prolog ecms Connect for Textura CPM ecms Connect for VisionLink ecms Connect for OnBase ecms Connect for Comdata Web Services Service oriented Architecture (SOA) design Recommended Customer Focus 2014 Sessions: Tech Summit Tues 11:00am ecms Connect & Third party Integrations

37 Integration Suite A/P Invoices A/P Payments A/R invoices EQP Fuel EQP Meter Readings Tool Watch Equipment Usage Estimating/Project Master G/L Journal Entries Purchase Orders PO Receipts J/C Journal Entries J/C Quantities Change Orders Subcontracts Subcontract Billings ORP Inventory Transactions ORP Orders Trade Services Pricing P/R Timecards P/R Employee Deduction Enrollment P/R Pay Rates H/R Benefit Enrollment P/S Scale Tickets

38 Training

39 Training In CGC Offices: Onsite at your location: Contact your Account Managers or Penny Muzzy to schedule Customer Focus Sessions

40 Update

41 Cognos Reports Cognos Standard Reports Library now contains over 60 reports Report sharing content management portal in the works where customers can share Cognos reports upload, comment and download. Recommended Customer Focus 2014 Sessions: FM Summit Mon 11:00am Develop and Design with Cognos Tech Summit Mon 9:00am Cognos Business Intelligence and Analytics I What s behind it and How to use it? Mon 11:00am Cognos Business Intelligence and Analytics

42 Customer Focus 2014! Two day Customer Focus July 21 and 22, 2014 Significantly reduced registration fees and hotel room fees ECM and Cognos Classes on July 23 25, 2014 at CGC office Don t miss new exciting announcements being unveiled Looking forward to seeing you in July! Educational and informative sessions with real life demos and case studies Three summits covering topics specific to Financial, IT and Operations users Book your hotel rooms and on site meetings if you have not done so already!

43 Upcoming Events CFMA Annual Conference June 7 11, 2014 Caesars Palace Las Vegas, NV Meet with our team! On Sunday, June 8 th at 12:00pm to 2:00pm CTF1 8 Construction Technology Forum Booth #312 AGC FedCon June 10 12, 2014 The Mayflower Hotel, Washington, D.C. ERP Implementation Strategies & Best Practices Industry Webinar by the AGC Presenters: Skanska USA & CGC June 3, :00PM EDT Register on

44 Contact Information Andrew G. Brendan H. Steve G. Mike B Andrew Grasso Account Manager Brendan Hughes Account Manager Steve Gross Director of Client Solutions Mike Bihlmeier President