A companywide effort to streamline the business

When an Atlanta remodeler bought a new scheduling system, it turned into more than a software project; it became a companywide effort to streamline the business.

10 MIN READ

Costs and Benefits Quinn estimates the cost for implementing the EPM system at $35,000 to $50,000, including software licenses, the required servers, and consulting fees. He considers it money well spent. “When we look at ROI, it’s not cheap, but it has justified itself,” he says. He describes the following benefits:

  • Better resource allocation. “Internally, we have a better understanding of how our resources are being used. We’re not promising to be in two places at once anymore, something that happens a lot when people are using separate calendars. Now, we can look across projects and see where responsibilities lie.”
  • Faster communication. Less time is needed for phone and face-to-face communication. When there’s job delay, everyone concerned gets an automatic -mail update. This has saved PMs a huge amount of time. “E-mail notification sounded like the frosting on the cake, but it turned out to be a [major] piece of the cake.”
  • Easier reporting. The accounting department can look at schedules and get close to a real-time view of things like cash flow without having to call the PMs.
  • Timely purchasing. The purchasing agent can see where each job is and then use that information to schedule material deliveries and special orders. “If it’s a whole-house remodel with a window during which we can order things, we can just deliver whenever the software tells us that window is open.”
  • Shorter punch lists. According to Quinn, before EPM, Sawhorse already closed more than half of its jobs without a punch list. The new system is improving that score. “You’re not going to forget the drywall, but the program keeps you from forgetting that special-order window you need for a job change.”
  • Happier clients. The company’s clients get automatic e-mail updates on their jobs’ progress. Keeping them in the loop means fewer calls to the office.
  • The bottom line: “The program relieves us of a lot of clerical activities and frees our people to do what they do best: design, estimate, and manage,” Quinn says. “And our schedules are much tighter. We pick up on small details that might have gotten overlooked in the past. And it really impresses subs when you call them a month ahead to schedule a job or a job change. They think, ‘This company is really organized. They’re going to be easy to work with.’”

    Preparing the Soil Everyone at Sawhorse stresses that the EPM implementation didn’t happen in a vacuum. “Change is part of the company culture,” Quinn says. “We’re constantly discarding best practices that didn’t work.”

    Sawhorse installed a Novell network (a type of local area computer network) in 1987, making the company one of the first remodelers to do so. It started using AutoCAD and Lotus Notes a decade ago, and it has built extensive estimating databases.

    “We’re trying to make the company more process-driven than people-dependent,” says David Shepard, one of the company’s PMs. “You can have the best PM in the world, but if he quits and you don’t have a process that details how and when things are supposed to happen on the job, then if you get someone in there who is a bit weaker you can have problems and upset the clients. Our template shows everyone how Sawhorse wants the job to go through.”

    The current goal is to get everyone working together, and the EPM implementation is a key part of that. The next steps will bring field personnel more fully into the system. “If we assign a worker as a resource to a certain job, the system automatically e-mails them. The goal is to get them to check their e-mail in the morning before going to work,” Shepard says.

    Which speaks to the real task: A schedule is a sequence of events that have to be done on time, but keeping everyone on that schedule isn’t just a sequencing problem. “It all boils down to communications,” Fussell says.

    Ready For Growth A lot of remodelers might contend that what Sawhorse is doing is overkill. It’s true that the Enterprise version of Microsoft Office Project is usually found in much larger organizations; Steinberg doesn’t recall setting it up for any other companies of Sawhorse’s size.

    “But their scheduling problems are the same as those of a big company,” Steinberg says. “They have multiple projects and resources, and they need to optimize revenue, schedules, and quality.” He also points out that Sawhorse can grow the business and not worry about its systems not keeping up. “This was designed to handle thousands of projects and thousands of resources. They can get bigger than they ever imagined and still use it.”

    And Sawhorse plans on growing. Quinn says that is one reason the company spends so much time refining processes and creating sophisticated management systems. “We may not get to be a $40 million company, but if we do, we’ll be ready.”

    Charlie Wardell is a freelance writer in Vineyard Haven, Mass.

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