Our Team

David Diemer

Managing Member
ddiemer@credataworks.com

13th Consultant Certified

27 years of industry experience
5 years Public Accounting – Kenneth Leventhal & Co.
Bachelor's Degree in Business Administration

Expertise:
Core Accounting
Property Management
Project Management
Business Process Diagnostics
Third Party Development
Custom Software Design/Integration
Development Management
Applied Technology
Troubleshooting

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David Diemer

David Diemer

Managing Member

Janelle Baca

Senior Consultant
jbaca@credataworks.com

16 years certified

18 years of industry experience
Bachelor's Degree in Business Administration-Accounting

Expertise:
Core Accounting
Project Management
Report Designer
Daily Workflow and Procedures
Training
Troubleshooting
Error Correction

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Janelle Baca

Janelle Baca

Senior Consultant

Tammy Juarez

Senior Consultant
tjuarez@credataworks.com

8 years Certified

18 years of industry experience
Associate's in Business Administration-Accounting

Expertise:
Core Accounting
Project Management
Report Writing
Accounting & Auditing
Daily Workflow and Procedures
Training
Troubleshooting

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Tammy Juarez

Tammy Juarez

Senior Consultant

Stuart A. Eigler

Senior Consultant
seigler@credataworks.com

15 years Certified

34 years of industry experience
Certified Public Accountant-1982
Bachelor's in Business Administration-Accounting

Expertise:
Core Accounting
Home Building
General Contracting
Financial Management
Process Audit and Automation
Report Writing
Training
Troubleshooting

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Stuart A. Eigler

Stuart A. Eigler

Senior Consultant

Jim Snell

Senior Consultant
jsnell@credataworks.com

22 years of Sage 300 CRE and industry experience
BS in Management and Finance from Purdue University

Expertise:
Core Accounting
Home/Land Development Building
General Contracting
Trade Specialty Constructors
Property Management
Financial Management
Process Audit and Automation
Report Writing:
Sage Report Designer
Crystal
Training
Troubleshooting
My Assistant
Office Connector
TimberScan

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Jim Snell

Jim Snell

Senior Consultant

Robert Virga

Senior Consultant/Software Engineer
rvirga@credataworks.com

18 years Certified

25 years of industry experience
Certified Public Accountant – Kenneth Leventhal & Co.
Bachelor's in Accounting

Expertise:
Core Accounting
Project Management
Property Management: Accounting and Analysis
Software Implementation
Custom Software Programming
Process Automation – Automated workflow handling
Languages/Applications:
SQL Server
SSRS
Javascript/JQuery
AJAX
XML
HTML
C-Sharp (C#)
.NET
TSQL
ASP.NET

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Robert Virga

Robert Virga

Senior Consultant/Software Engineer

Jason Webber

Senior Software Engineer
jwebber@credataworks.com

6 years of industry experience
Bachelor's in Computer Science

Expertise:
Software Design
Programming
Implementation and Support

Languages/Applications:
C-Sharp (C#)
Desktop/Windows Services
ASP.NET
Javascript/JQuery
AJAX,
C++
Crystal Reports
SSRS
Excel Add ins
Ei Dynamics
SQL Server
TSQL

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Jason Webber

Jason Webber

Senior Software Engineer

Kregg Berry

Senior Software Engineer
kberry@credataworks.com

27 Years of industry experience
Bachelor's in Management/Information Technology

Expertise:
Software Design
Programming
Implementation and Support
Languages/Applications:
C-Sharp (C#)
.NET
SQL Server
SSRS
TSQL
Crystal

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Kregg Berry

Kregg Berry

Senior Software Engineer

Colleen Kenny-Oliver

Senior Consultant
coliver@credataworks.com

17 Years Certified

30 years of industry experience
Bachelor's in Business Administration

Expertise:
Core Accounting
Project Management
Service Management
Purchasing and Inventory
Process Audit and Automation
Report Writing
Training
Troubleshooting

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Colleen Kenny-Oliver

Colleen Kenny-Oliver

Senior Consultant

Don Bevilacqua

Senior Consultant
dbevilacqua@credataworks.com

15 years Certified

30 years of industry experience
Bachelor's in Business and Industrial Management

Expertise:
Core Accounting
Accounting and Auditing
Workflow and Procedures
Installation
Report Writing
Training
Troubleshooting

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Don Bevilacqua

Don Bevilacqua

Senior Consultant

Client Services

Our Sage 300 CRE certified consultants and systems/programming engineers are available to assist in the following disciplines:
Accounting
Companies in the building industry succeed in carrying out projects on time and on budget. Accounting is the backbone of which Dataworks can supports your growth.
Our collective experience in augmenting your staff with a skill set in essential areas as:
  • Month end closing procedures and reconciliation.
  • Certified Payroll
  • Insurance compliance
  • Lien processing
  • WIP Reporting
  • Financial Reporting

Training/Utilization Services: 80/20 Rule
Do you believe that 80 percent of the users use 20% of the software or that 80% of your companies application software needs is satisfied 20 % of the software.
Our position is a bit of both. Coupled with the ‘human element’, companies tend to stick with what they know and develop elaborate work arounds to get what they need.
At Dataworks we can assist in evaluating your current business process and utilization to determine how best to maximize your use of the software.

Policies and Procedures Review/Check-up
By having someone from the outside looking in can yield valuable insight into how both your accounting and operations are working.
We can perform a survey of selected processes and identify and recommend areas of improvement and best practices. In some cases it could be as simple as to document the existing workflow procedures.

Report Writing
Getting data/information out of your system is where the value of your system comes into play. We have various methods tools that can help you achieve this.
Out of box applications: Financial Designer, Inquiry/Report Designer
Third Party applications: Crystal, Microsoft SQL Server Report Services (SSRS)
Excel – Event 1 Excel based reporting www.event1software.com
One key getting this information is to have it in the system, back to the 80-20 rule. The rule of thumb is that if the data is in the system you can report on.
What we need to be sure of is that what is in the system is good data. Hence the term GIGO. Wikipedia Article

Data Extraction/ Warehousing
Dataworks will help define and create a Data Warehouse or work with an existing ware house consisting of a consolidated depository of relational data sourced from various applications.
Some of the benefits will allow us to present the information through consistent views/queries. This will support the decision making process through a centralized data model.

Mobile Workflow and Automation Solutions
There are some Sage 300 CRE users who want to maintain their company data locally and want to cost effectively deploy secure mobile workflow solutions within their local Sage server environment.
For these folks they were able to evolve and enhance Sage 300 CRE cost effectively and securely extend its data to your customers, vendors and employees via the web.
Ei Dynamics - www.eidynamics.com

Extract Transform Load (ETL)
ETL bridge the gap between the core ERP and outside ancillary applications. These applications can move data either direction. Recent Examples:
Direct Supply DSSIàAccounts Payable Invoice
This feed/Extract aggregates invoices received from the Provider’s electronic commerce Suppliers and automatically integrates into the Provider’s accounts payable system. Each product is assigned a GL code at the time of purchase so it will be properly assigned within the accounting system.
The ETL application takes the Extract, formats (Transforms) and imports (Loads) the AP invoice.
InTempo Accounts Receivable Invoice
Construction Equipment Rental System. Rental contracts can be customized for each customer, with periodic invoicing for long term rentals.
Payroll Employee 401K data extractà (Integrated Benefit files)
that conforms to Bank of America Merrill Lynch specifications.

Private Cloud Applications
Daily Project/Job production quantities and labor inputs. Provide Management with Job level and drill down budget verse actual information.
Labor hours are gathered and ultimately imported into Sage 300. The unimported time is reported as ‘virtual’ time while production quantities are entered at a task/activity level defined at each Job/cost code.

Client Server Applications
Insurance tracking and compliance reporting for property management companies.
Allows for the entry and maintenance of both tenant and vendor certificate information.
Record both the qualitative and quantitative insurance requirements of the company and the insurance certificates provided by the tenant or vendor. The statistical summary report will indicate, on a single page, how many leases are in compliance, out of compliance, or are completely lacking insurance.
Additional reports provide lease level detail to support the statistical summary.

IT/Server Site Survey Services

Dataworks has aligned itself with an established group of specialist that are focused on servicing Sage 300 clients.

If your business is considering a Sage 300 Construction and Real Estate implementation, or your existing Sage installation is not configured as desired, be sure to have Computer Specialists, Inc. complete a Site Assessment. 
With excellent service and fast response times, CSI will be your company’s number one defense for information technology concerns.  Let us take a look ‘under the hood’ to let you know the real status of your Network; a site survey conducted by CSI will provide the detailed information your organization needs to make a sound business decision regarding your computer network requirements.


CSI's Site Survey includes:
  • Inventory all existing personal computers and file servers to include:
    • CPU speed
    • Amount of RAM
    • Hard drive (total space & space remaining)
    • Operating system version
  • Inspect existing cabling for Gigabit rating.
  • Is the cabling system labeled and is there a floor plan presentation?
  • Test all network cabling.
  • Printer inventory and current network printer configurations.
  • Inspection of tape drive, tape media and backup methods currently in place.
  • Inventory power protection devices and identify any additional requirements.
  • Environmental concerns like ventilation, heat and location of equipment.
  • Identify potential security concerns, both internal and external.
  • Test Internet Line Speed

If you are interested in learning more about this service, please click here to fill out our IT request form and we will contact you.


Testimonials
"All of the custom applications you developed have saved us an unbelievable amount of time."
-Lance C.
"The custom applications which you have developed for us, allowed us to seamlessly integrate our process mapping and systems improvements programs in a timely and effective manner-Thanks"
-Jon B. "The custom applications which were developed bridged the gap between our system's native abilities and our needs as an organization. This in turn has ensured timely and effective completion of our vital processes. "
-Greg G.
"The product you provided when you developed our Requisition and Purchasing system has exceeded our expectations."
-George W.
"To do the work of the custom applications you developed would take two full time equivalent employees."
-Robert P.
"I will explain what we need from a custom application and out comes something extraordinary. "
-Jim T.

Applications

Sage 300 CRE 3rd Party Development Applications:

Budget Administration System (BAS)

is an operational tool for the property manager designed for creating twelve-month budgets from the bottom up.  At the main screen, annualized summary revenue and expense data are presented in an operating statement format; a click of the mouse takes the user to detail screens that provide the building blocks for budgeting.  Revenues are budgeted from the lease level for commercial and unit class for residential.  Expenses are entered from an added level of detail called ‘account category’.  Portfolio and consolidation reporting facilitates the management review and approval process.

Budgeting
  • Perform data entry only once into the detail screens and the data is automatically updated on the main screen.
  • Budget everything from capital expenditures and tenant improvements to leasing commissions.
  • Allows for different budget versions for each budget year and type.
  • Performs straight-line calculations.
  • Processes management fee expense.
  • Excel Add in function imports calculated common area expense (recovery) adjustments.
  • Transfers Budgeted escalated recurring charge log records back to Timberline.
  • Finalized budgets can be imported into Timberline’s General Ledger for variance reporting purposes.
  • Imports data from Excel.
  • Allows for the budgeting of Vacant Units.
  • Budget to Gross Potential Rent and Vacancy Loss – Residential.
  • Increase/Decrease market rate by percent or amount per unit class by month – Residential.
  • Control the vacancy percentage by unit class by month – Residential.
  • Budget other charges (parking, storage, etc.) – Residential.

Re-forecasting
  • Generate re-forecasted budgets based (copied) on previous budget year and type combined with actual expenditures based on a user-defined time period.
  • Re-forecasted budgets include all Timberline leases.
  • Leases set up and maintained in the Lease Administration System (LAS) are available to be included in the budget or re-forecast.

Rolling Multi-Year Forecast
  • Generate Month routine allows you to select and copy source/destination month and year (MM/YY).
  • An escalation percentage can be applied per account group during the Generate Month process.
  • Operating Statement/Net Cash Flow report provides the ability to be run from MM/YY to MM/YY.

Ease of use
  • Access to data can be restricted by assigning users to groups of properties.
  • View or copy expenses from previous budgets or prior year actual.
  • Define net cash flow screens and create custom reports.
  • Memos (narratives) available at various levels.
  • Allocate expenses from a complex of buildings to individual buildings.

Interface to Argus DCF and Enterprise
  • Existing Timberline and budgeted lease up assumptions.
  • Operating, Capx, Tenant Improvements along with Leases Commissions.
  • Market rates entered from ASG Publishing’s Market Rate application.

BAS is fully integrated with ASG Publishing’s Lease Administration System.

Lease Administration System (LAS)

is designed to provide a front-end system for Timberline’s Property Management application, the Lease Administration System, or “LAS”, allows property managers, leasing brokers and their staff to enter and track new and renewal leasing activity. LAS was developed to simplify the lease prospecting and approval process and is seamlessly integrated with the Timberline Property Management module, allowing for approved leases to be imported directly into this system.

Lease Administration
  • Easy-to-use screens assist with preparing even the most complex of leases and provides for a comprehensive lease abstract.
  • Compare prospective lease deal points against the existing lease, budgeted lease assumptions or against any other lease in the system.
  • Track contacts on the lease.
  • Supports a variety of leasing commission calculation methods and pay-out schedules by contact.
  • Calculates Tenant Improvement and user definable “Other Leasing Cost”.
  • Interfaces with Timberline existing Lease and allows for a securitized lease write back capability.
  • Word merge documents for creation of a completed lease agreement.
  • Provides a variety of Marketing (Pipeline) and Absorption reports.
  • Advanced security allows for the controlled editing of existing leases.
  • User defined screens and tables.

Ease of Use
  • Access to data can be restricted by assigning users to groups of properties.
  • Print or e-mail approval forms, abstracts and analyses.
  • Differentiate between landlord and tenant obligations for tenant improvements.
  • Generate management level reports that reflect leasing activity, vacant units and expiring leases across the portfolio.

The underlying lease database is shared with Budget Administration System, allowing Asset Managers to conveniently select any lease, whether new or renewal, to be included in a budget year, type and version.  This shared database allows LAS to perform comparative lease analysis against a budget year, type and version.

Let’s Work Together

Contact us with your job inquiry or request a quote today!

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