White Papers

5 ProjectSight White Paper Connecting Construction Operations with ERP 2. Extensibility Related to configurability is extensibility. Increasingly, contractors and owners are looking for ways to integrate other aspects of the business into project management, such as customer relationship management (CRM) and human capital management (HCM). A flexible, configurable solution that can easily adapt to changes and add-ons gives you the agility you need to stay competitive as your business needs change and your business grows. An open API design enables your teams to dynamically integrate other systems as needed — without requiring customizations by IT or the software vendor, and without adding costs. Consider whether the solution is designed for an open API and if the provider charges for access to the API. You'll also want to know if integration will require a lot of work for your IT team and if the solution offers you the flexibility to adapt the software to meet your business needs. If you want to add touchpoints in the future, you should be able to do that yourself, without having to go back to the vendor for help or customization. 3. Seamless Data Integration Whether the data originates in operations or accounting, it should be entered into the originating system once and then pass seamlessly into other systems. Once the data is entered into either the project management or ERP system, it should be available across the system to anyone who needs it. Workflows should be configured to automate the movement of that data in real-time, based on your business processes. Project management software that's designed with open APIs enables this type of easy interaction. Data integration and automation eliminates the need for cross-training and duplicate data entry — saving time, reducing costs and avoiding expensive errors. 4. A Provider with Expertise in Both Construction and Accounting Your solution provider should have experience and expertise on both sides of the equation. Selecting a provider who has an ERP system in-house is especially useful, both for simplicity's sake and because of the expertise offered. These providers understand both the construction project management and the accounting sides of the business.

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