October 9, 2016

For Reference of NECA 2016 Boston Attendees Only 1

Technology Empowered Estimating

Technology Empowered Estimating

Karl RajotteViewpoint Construction, Inc.

This session is eligible for 1 Contact Hour.

For these hours to appear on your certificate, you must:– Have your badge scanned at the door– Attend 90% of this presentation– Fill out the online evaluation for this session

October 9, 2016

For Reference of NECA 2016 Boston Attendees Only 2

What Type of Contractor are you?

• Commercial / Industrial

• Residential

• Low Voltage

• Service

Objectives

• To gain a better understanding of the estimating technologies available today

• Integrated Platforms – PDF Tools

– Pricing Partners

– Project Management & Accounting

• Benefits of Cloud Technology

October 9, 2016

For Reference of NECA 2016 Boston Attendees Only 3

Current Status???

• Are you having to stay late at the office or work weekends to finish your work?

• Are you having subcontractor coverage anxiety?

• Is your extra work affecting your marriage or home life?

• Are you losing sleep at night?

• If you answered yes to any of the above……

The prognosis is good!

• Best-In-Class Firms Leverage Technology Resources to Enhance the Estimating Function…– Effectively and consistently use available technology

– Create & Use a consistent set of forms and templates

– Inter Company Collaboration is KEY to successfully implementing automated software

– Understand which functions need to integrate w/ estimating Use technology to ease integration

October 9, 2016

For Reference of NECA 2016 Boston Attendees Only 4

Testimonials

• "The MEP solution allows me to build assemblies on the fly as I'm going, and that's very easy and simple from the digital takeoff, Elmer W. Pittman Jr., CPE, Owner/Estimator, EWP Group, LLC

• "Being exact is a must. There is no room for mistakes. My MEP Estimating solution is user-friendly and highly customizable and allows me to go in and do things according to how I want them to be done.“ Carlos Santoyo, Electrical Estimator, Border Electric/Mechanical.

• “It has made a huge difference for us going from the handwritten method; and, I would say it has cut my time in half moving away from the spreadsheets.” Matt Elfreich, Estimator and Project Mgr., Klenck Company

Food for Thought…

• An Estimator has to be a strategic thinker…

• Knock down the Silos between estimators & PM’s

• It is critical to have strong estimators and strong processes

• Chase the “right” work – Bid In Your Sweet Spot!

• Good job cost integrity is important to feed the model

• Valuable Job History

October 9, 2016

For Reference of NECA 2016 Boston Attendees Only 5

Poll Question #1

What Technology Are you currently using for Takeoff?– Paper and Pen

– Spreadsheets (e.g. Excel)

– Automated Software Paper Plans & Digitizers

– Automated Software Digital Takeoff (PDF, CAD, BIM)

Construction Technology trends

• Construction Industry is underspending other industries by 75% regarding technology (JBKNOWLEDGE 2015 Construction Technology Report)

• A recent KPMG survey found that 50 percent of industry leaders who experience underperforming projects say poor estimating practices are a major factor in problematic developments. This data is a clear indication of the lack of quality estimating procedures that is negatively impacting construction work across the world.

• According to Constructech, companies that use state-of-the-art estimating technology have seen improved development efficiency and increased accuracy. Additionally, users of digital estimating tools are able to reduce the risk associated with creating an inaccurate cost projection.

October 9, 2016

For Reference of NECA 2016 Boston Attendees Only 6

Technology Empowered Estimating

Takeoff Devices

• Evolution of tools

October 9, 2016

For Reference of NECA 2016 Boston Attendees Only 7

Takeoff Devices

Electronic drawings

• Digital Drawings and plans

October 9, 2016

For Reference of NECA 2016 Boston Attendees Only 8

PDF Tools need to….

• Breakdown Multi-Sheet PDFs.

• Linked directly with Digital Takeoffs & Estimating

• Multi-Layer breakdowns

• Redline Capability

October 9, 2016

For Reference of NECA 2016 Boston Attendees Only 9

Merge capability for matched lines

October 9, 2016

For Reference of NECA 2016 Boston Attendees Only 10

Estimating Takeoff

• Assemblies– Quick

– Detailed (Custom on-the-fly)

– Range Item

– Custom Formulas

• Hot Key Item/Assembly Lookup

• Specification driven / Value engineering

• Level Breakdown capability

MEP Estimate and Digital Takeoff

October 9, 2016

For Reference of NECA 2016 Boston Attendees Only 11

Digital On Screen Takeoff

• Easy navigation (Zoom in/out)• Scale calibration• Layer capability• Takeoff tools

– Automatic 90s– Drops– Text, Highlighter, Area, etc.

• Shape Recognition• Manage Sheet Revisions

October 9, 2016

For Reference of NECA 2016 Boston Attendees Only 12

Pricing and Labor

• MEP Price Updating Services– NetPricer, Harrison, Trade

Service, etc.

• MEP National Labor Associations

NECA, MCAA,SMACNA, PHCC, etc.

• RSMeans• Local Supplier Pricing

– Viewpoint Pricer

October 9, 2016

For Reference of NECA 2016 Boston Attendees Only 13

October 9, 2016

For Reference of NECA 2016 Boston Attendees Only 14

Bid and Proposal

• Proposal

Beyond the Bid

• Bid Management• Project Management• Job Costing• Accounting• Purchasing• Scheduling• Service Management• Other 3rd Party Solutions

October 9, 2016

For Reference of NECA 2016 Boston Attendees Only 15

Typical Integration

Digitally Takeoff Drawings / Generate 

Estimate

Win Bid!Generate Export File

Breakdown Estimate by WBS, Contract Items.Apply Pricing, Labor, Profit, etc. Generate Bid Proposal  

Manage Project 

Create Project.Got to Projects Page to Import 

Estimates

Return to Summary.Generate Export File.

Select Template 

Enter in Bid  Lines.

Breakup by 

Contract Items

Import Estimate.

Estimating PM & Accounting

Digitally Takeoff Drawings / Generate 

Estimate

Win Bid!Generate Export File

Breakdown Estimate by WBS, Contract Items.Apply Pricing, Labor, Profit, etc. Generate Bid Proposal  

Manage Project 

Pull VFE Estimate into Project

Estimating PM & Accounting

Improved Integration

October 9, 2016

For Reference of NECA 2016 Boston Attendees Only 16

Digitally Takeoff Drawings / Generate 

Estimate

Win Bid!Generate Export File

Breakdown Estimate by WBS, Contract Items.Apply Pricing, Labor, Profit, etc. Generate Bid Proposal  

Manage Project 

Estimate creates Project

Estimating PM & Accounting

Seamless Integration (Super)

Cloud

October 9, 2016

For Reference of NECA 2016 Boston Attendees Only 17

DaaS - Desktop as a Service

• Is an IT Free solution

• Virtualizes the Desktop

• A complete outsourcing of the IT – apps and infrastructure

• Think Citrix, think remote desktop

October 9, 2016

For Reference of NECA 2016 Boston Attendees Only 18

SaaS – Software as a Service

• … is a Marketing term (Salesforce’s “no software”)

• … is a licensing scheme (mainstream subscription licensing)

• … is a technology approach (Web, multi-tenant, APIs)

• … requires little to no configuration (client side)

• … is available through the internet, on-demand

• … and many more attributes depending on who you talk to

SaaS definition

• Accessible through web browser

• Subscription licensing

• Hosted infrastructure

• Multi-tenant architecture

October 9, 2016

For Reference of NECA 2016 Boston Attendees Only 19

Cloud

Poll Question #3

• Are you currently deploying estimating technology in the cloud?

– Yes

– No

– Current Initiative

– No, but Interested

October 9, 2016

For Reference of NECA 2016 Boston Attendees Only 20

Construction Technology

• More Construction Apps than Ever(JBKNOWLEDGE 2015 report)

Questions?

Karl Rajotte

Product Manager

Viewpoint for Estimating MEP

Karl.Rajotte@viewpoint.com

Visit us in Booth #443