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Keep Your Secret Sauce

Leverage – Don’t Replace – Spreadsheets

• Introductions

• Keep your secret sauce

• Examples of integrating HD and Microsoft Excel

• Summary

Agenda

Introductions

InEight Introduction

InEight combines proven ability with a unified vision to help companies visualize, estimate, control and connect all aspects of their capital and maintenance projects, from the back office to the jobsite, across the project lifecycle.

• Helping project-driven companies since 1989• More than 20,000 users in more than 500 companies across 33 countries

Sample Customers

Mining Oil & Gas UtilitiesInfrastructureBuilding

Speaker Introduction

Paul BennionDirector of Training• More than 12 years working at InEight• Estimating and project controls training and consulting

services for the construction industry

Keep Your Secret Sauce

Let’s Set the Stage – “Secret Sauce”

McDonald’s Secret Sauce

• Key ingredient of its flagship product

• McDonald’s has grown to 36,000 locations in more than 100 countries

Coke’s Secret Formula

• Same formula for over 125 years

• Company now worth $195 Billion

Apple’s “Secret Sauce”

• Superior design

• Most valuable brand in the world

What is Your Secret Sauce?

Secret Sauce Differentiator Value= =

The Key Ingredient

Dashboard Reporting

Estimating Software

Poll: How Are You Using Spreadsheets Today?

Do You Sometimes Feel Like This?

New Software

Your secret sauce

Good News: You Can Keep Your Secret Sauce

Your secret sauce

Examples of Integrating HD and Microsoft Excel

1. Update your labor rates

2. Import progress data from the field to HD

3. Link from HD to Excel to leverage take-offs and calculate production

Leveraging Your Spreadsheets: 3 Use Cases

1. Update Your Labor Rates

Challenge:“We don’t have an easy way to keep labor rates up to date for accurate estimating.”

• You want to use detailed labor rates (e.g., fringes, insurance, etc.)

• You want to update them regularly (e.g. twice a year)

• A LOT of work to manually to type them in

1. Update Your Labor Rates

1. Update Your Labor Rates - Demo

Solution Benefits:

• Spend less time doing manual data entry = More time to win bids

• Less likely to put off updating rates, so they stay current

• More detailed labor rate breakdowns improve estimate accuracy

1. Update Your Labor Rates

2. Import Progress Data from the Field to HD

Challenge:“How can I get my progress data from the field into a system for status reporting and forecasting?”

• You already have a system in place for collecting field data

• You want to take advantage of project management software for project analysis and forecasting

• Too much work to manually enter progress into a project management tool

2. Import Progress Data from the Field to HD

2. Import Progress Data from the Field to HD - Demo

Solution Benefits:

• Take advantage of data you’re already collecting anyways

• Get better insight into project status

• Save time by eliminating data entry

2. Import Progress Data from the Field to HD

3. Link from HD to Excel to Leverage

Take-offs and Calculate Production

Challenge:“The calculations we use for take-offs and production are far beyond what any estimating system can do.”

• You would like to take advantage of a standardized estimating tool, but you can’t give up the calculations you use in Excel

• Manually entering information calculated on the side is time consuming and error-prone

• The calculating abilities of standard estimating systems are limited compared to Excel

3. Link from HD to Excel

3. Link from HD to Excel to Leverage

Take-offs and Calculate Production - Demo

Solution Benefits:

• No need to learn a new tool for doing take-offs and other calculations

• Easy to update your estimate when specifications change

• Keep everything together by storing your take-offs and other spreadsheets with your estimate

3. Link from HD to Excel

Summary

Keep Your Sauce and Get the Best of Both Worlds

Your secret sauce

Standardized DatabaseReportingBenchmarkingSchedule IntegrationForecasting

Complex FormulasCalculationsQuick Editing & RevisionsImport/Export Between Systems

From the back office to the jobsite, InEight solutions can be leveraged across all steps of the project lifecycle to provide the visibility and control needed to achieve business success.

Single Version of the Truth

Bi-directional integration with Primavera P6 and Microsoft Project schedules enables time-phased estimates and schedule analysis

Integrations available across leading project accounting and ERP platforms

• Create quantity-based estimates and budgets• Change order costing• Benchmarking

• Short interval planning, claiming and commissioning• Plan progress and quantities consumed• Equipment inspection and maintenance

• Establish resource plans in preparation for interval planning• Quantity-based planning and execution• Quantity-based measurement and reporting

• Comprehensive 4-D,5-D, and n-D visual reporting• All as-built details captured in single viewer• Owner benefits from unified visual model with

complete as-built details and documentation

Enterprise reports and dashboards across the project lifecycle

Various design models leveraged to create unified model

Bi-directional integration with Microsoft Excelenables embedding of custom calculations and company best practices for more accurate estimates

Quantity and Material Take-off (QTO/MTO) speeds creation of accurate estimates

Quickly build estimates based on standard cost libraries

1. Respond to the post-webinar survey

2. Contact us for more details

info@ineight.com(800) 637-7496(480) 776-2900www.ineight.com

Next Steps

Thank You!