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Page 1: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

August 2017

Page 2: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

THE FOLLOWING HOLIDAYS

Sep. 4 Labor Day Nov. 23 ThanksgivingNov. 24 Day after ThanksgivingDec. 25 Christmas

OFFICES CLOSED

Page 3: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

ADMIN

Did you know…?

We have three Notaries Public here at Foundation. These three individuals are available to help you with a notarization if/when you need assistance:

Ed FrantzConnie Lindow

Samantha Mercer

FOUNDATION BENEFITS AND PERKS

Page 4: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

CLIENT SERVICESFOUNDATION

Client Services is excited for the switch from Clientele to SuiteCRM

While it’s an adjustment, SuiteCRM’s new functionality will benefit client services in these ways:

• SuiteCRM will provide more information within the specific areas of FOUNDATION

in which the clients are needing assistance.

• SuiteCRM will also provide better tracking of calls and retain a more accurate call history.

We appreciate all of the hard work that went into getting this project to completion!

Page 5: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

RESEARCH & DEVELOPMENT

Matt Fernandez joined Foundation Software as a junior Web developer on July 10.

Welcome, Matt!

FOUNDATION NEW EMPLOYEE

Page 6: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

TRAININGFOUNDATION

New to the Training Department: Tiered Consulting

Already underway since late July, Stefanie Walesch, Denver Sperry, Dan Arnold, and Scott Odachowski are rotating one week per month to perform on-site consulting.

This consulting will be geared towards newer clients looking to take the next steps with FOUNDATION after going live.

Page 7: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

FOUNDATIONEMPLOYEE SPOTLIGHT

Our very own Neal Klabunde (payroll processor) is featured in this month’s Strongsville Magazine. He is highlighted in an article titled, “Keeping Strongsville Green,” which recognizes individuals who are working to plant and preserve nature.

Neal is one of two people leading the charge for the city’s first community garden and he also owns Dirty Fingernails Nursery with his wife.

Way to go, Neal!

Page 8: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

RESEARCH & DEVELOPMENT

Liberty Wesley joined Foundation Software as a junior Web developer on July 10.

Welcome, Liberty!

FOUNDATION NEW EMPLOYEE

Page 9: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

MARKETINGFOUNDATION

CPA Construction Conference (August 22-24)

This month we will welcome construction-focused CPAs from all across the United States to our 4th Annual CPA Construction Conference.

This conference is for CPAs who are “New Users” to FOUNDATION; providing them with a better understanding of how to navigate the software and the reporting capabilities it provides.

Page 10: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

RESEARCH & DEVELOPMENT

Garrett Broberg joined Foundation Software as a Web developer on July 10.

Welcome, Garrett!

FOUNDATION NEW EMPLOYEE

Page 11: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

RESEARCH & DEVELOPMENT

Andrew Serger joined Foundation Software as a junior Web developer on July 10.

Welcome, Andrew!

FOUNDATION NEW EMPLOYEE

Page 12: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

WELLNESS PERKSEMPLOYEE

Get FIT at Foundation!

Fitness ClassesMondays NOON-12:40pm Fitsanity with Christi Skala

Wednesdays NOON-12:50pm Yoga with Susan MIhaloew

Thursdays NOON-12:40pm Fitsanity with Christi Skala5:15-6:00pm Hard Body with Christi Skala

Fridays 6:45-7:30am Circuit with Christi Skala

Personal Training with Tami Haberman: Tuesday, Wednesday, and Thursday time slots available weekly

*Sign up on Mindbodyonline.com

Page 13: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

WELLNESS PERKSEMPLOYEE

What to expect at your first personal training session with Tami Haberman:

1. Review completed forms

2. Postural Assessment

3. Body Fat Analysis (if desired)

4. Entry level workout based on your personal fitness goals.

Page 14: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

HUMAN RESOURCESFOUNDATION

Looking for HR forms?

Check out the “Employee Resource and Information” folder in the G drive!

This new folder will serve as a resource in which employees can review and retrieve HR and administrative forms and information.

It will contain a variety of documents including:

• Employee handbook• Benefit forms• Health & wellness

information

• Payroll forms• Expense forms• Up-to-date seating chart

for both buildings

Page 15: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

RESEARCH & DEVELOPMENTFOUNDATION

That’s Suite!

The launch of SuiteCRM is the result of months upon months of development work customizing SuiteCRM for our environment. It also required modifying numerous applications that were dependent on Clientele.

Congratulations to Melora Ode and Chris Bowen for leading the project to a successful company-wide launch!

Page 16: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

PROJECT MANAGEMENTFOUNDATION

August Project Status Update

Research/Design Development Testing

• ePay

• QuickBooks Integration Online and Desktop Version

Launch

• eAccess

• Mobile RFC Entry• Mobile PO Entry• PM Standalone• Material List

(RFQ)• Expected

Payroll (P4C)• One-Click

Processing (P4C)

• Mobile Imaging• Mobile Approval

Overhaul• Mobile Timecard

Signatures• Mobile GPS

Location • UPS Delivery

Integration (P4C)• PM Module:

Better Contact Management

Page 17: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

BENEFITS & PERKSEMPLOYEE

Did you know that our employees have the option for free or reduced-rate memberships at the following organizations:

· Columbia Hills Country Club — Special, discounted monthly dues on both golf and social memberships | Waived initiation and food minimums

· Strongsville Recreational Center— Company-paid membership for individuals, couples, or families.

**See Jen Segreti for membership details and applications!

Page 18: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

PAYROLL4CONSTRUCTION.COMP4C

We’d like to welcome Major Tucker, our newest payroll processor as of July 10!

Welcome, Major!

NEW EMPLOYEE

Page 19: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

BENEFITS & PERKSEMPLOYEE

Did you know. . .

Foundation Software and Payroll4Construction.com will reimburse employees up to $100 for run/walk race fees per year!

Employees are reimbursed through completion of an expense report with a copy of their receipt.

* See HR with any questions!

Page 20: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

EMPLOYEE CONCIERGEFOUNDATION

Our employee concierge Lindsey can help you out with many things for free, such as:

Oil changes, researching daycare costs, looking up vendors on Angie’s List, making bank deposits and more!

She’s happy to run errands during her shifts on Tuesday, Wednesday and Thursday.

Just email her at [email protected]!

Page 21: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

UPCOMING TRADE SHOWSFOUNDATION

August 10-11 | CFMA Annual Louisiana Conference (New Orleans, LA)

September 21-22 | CFMA Ohio Valley Construction Conference (Louisville, KY)

September 24-26 | CFMA Southwest Regional Conference (Las Vegas, NV)

September 27-28 | CFMA Buckeye Regional Conference (Toledo, OH)

October 8-10 | NECA 2017 (Seattle, WA)

Page 22: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

SALESFOUNDATION

CPA Roadshows continue in August

This month, we’ll be doing three on-site visits for training and sales:

California – We’ll visit JGR (Johnston, Gremaux & Rossi, LLP) who has more than 30 clients on FOUNDATION®.

Maryland – Our team will meet with Source One Accounting who has more than 40 FSI clients.

Indiana – We’ll visit Harding Shymanski who we are trying to increase shared clients with.

Page 23: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

BIRTHDAYSAUGUST

08/01 Matt Maniscalco08/05 Steve Antill08/05 Matt Spiewacki08/06 Derek Eklum08/08 Chad Ode08/09 Rob Chiuchiarelli08/13 Brett Vidmar08/17 David Pratt08/17 Kim Vargas08/18 Brian Cancian

08/18 Jo Ann Solnick08/23 Jacob Poldruhi08/24 Kim Belko08/24 Brandon Rhines08/25 Jarred Bournigal08/25 Bethanie Jones08/28 Eric Vittardi08/28 Delia Cianci08/30 Eryka Basil

Page 24: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

AUGUST EMPLOYEESANNIVERSARIES

Patrick Smith seventeenyrsFrank Osborn seventeenyrsBrian Cancian fifteenyrsDebra Smole elevenyrs

Mary Campagna tenyrsChristi Skala sixyrsCarrie Galla sixyrs

Dan Daugenti oneyrLarry West oneyr

Josh Kish oneyrJoe LaBianca oneyr

Donna Skyrm fouryrs

Kevin Zarefoss threeyrs

Neal Klabunde twoyrsMary Jo Strickland twoyrs

Chris Kundmueller fouryrsRobin Olshavsky fouryrs

Page 25: August 2017clients.foundationsoft.com/PDF/Employee/CompanyPPT.pdf · 2020-02-24 · 08/28 Delia Cianci 08/30 Eryka Basil . AUGUST EMPLOYEES ANNIVERSARIES Patrick Smith seventeenyrs

Programmer/Analyst QuickBooks® Third Party Senior Web Developer Integration Specialist UX/UI Designer

THE FOLLOWING POSITIONSWE’RE HIRING!

We’re currently looking to fill a variety of positions at Foundation Software and Payroll4Construction.com! Know someone who will be successful with our companies? Ask them to send their résumé to [email protected] and mention your name. You could receive a $250 referral fee if they’re hired!