CRE Dataworks

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

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.

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.

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. http://en.wikipedia.org/wiki/Garbage_in,_garbage_out

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.

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 – http://www.eidynamics.com/

ETL bridge the gap between the core ERP and outside ancillary applications. These applications can move data either direction.

Recent Examples:

Direct Supply DSSI -> Accounts 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 extract-> (Integrated Benefit files) 
that conforms to Bank of America Merrill Lynch specifications.

Daily Project/Job production quantities and labor inputs. Provide Management with Job level and drill down budget verse actual information. Labors 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.

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.

Dataworks partners with an established group of specialists that are focused on working with Sage 300 clients:

 Since 1986, Computer Specialists, Inc. has been providing complete networking solutions to businesses in California. CSI is a full service Networking Solution provider offering our clients the top level of expertise in all aspects of networking sales, service and installation. Our goal is to assist our clients in becoming more profitable by implementing business computer solutions that make them more productive. 

To ensure our high standards of excellence, CSI only hires experienced Microsoft Certified Systems Engineers (MSCE).  Our company philosophy promotes ongoing personal growth by providing the tools and environment necessary for continuous education in management and technical engineering skills. In addition, CSI has partnered with the industry’s leading manufacturers such as Microsoft, Sonicwall, Hewlett Packard, & Symantec. 

CSI is committed to offering our clients the highest level of excellence and professionalism in every service we provide. Whether we are providing a complete network design and installation, on-site service and support, or turnkey internet solutions, at CSI, we believe that a company’s reputation is everything. We are proud to acknowledge that over 90% of our clients come to us by way of referral or through our dealer alliances program. We always welcome the opportunity to demonstrate why so many companies have entrusted CSI with their computing needs.

John Doran – President

             Computer Specialists, Inc.

             714-991-7770

             www.csiteks.com