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

LinkedIn

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+1 949-395-8343AndyY@saglobal.com

Thank You!