For construction companies, Smartsheet delivers increased project efficiency and accountability by streamlining communication and documentation, ultimately boosting safety and profits.

Construction is the ultimate “just get it done” business. And Smartsheet is the collaborative work management solution that many of the world’s largest construction companies rely on to stay productive, communicate among far-flung teams, and document every step of every project.

See Case Study for MGC Roofing and Construction

Implementing AppSheet alongside Smartsheet has allowed us to extend Smartsheet’s capability, providing you with the ability to slice and dice data, creat dynamic dropdown capability, split tasks.  See more about Extending Smartsheet’s Capabilities with AppSheet

For those Spreadsheet users that like to provide selected mobile access for reports and updates using spreadsheets to not only source but to capture data,  location, signatures,  scan bar codes,  even work offline,  welcome to AppSheet .  

AppSheet lets you build mobile apps that will make it easier to gather the data, communicate to the right people, and helps turn that data into information, because AppSheet can access your existing spreadsheets directly.  See AppSheet Video

Field Operations

Improve work and project documentation by capturing issues in real-time, increase collaboration with proactive communication among project teams, vendors, and clients, and save time with accurate resource management.

Quality Control

Reduce testing and inspection errors with collaborative solutions, accelerate close out time, and improve job satisfaction by maintaining transparency between client and site crews.

Safety

Increase documentation accuracy during inspections, maintain comprehensive logs without additional steps, and accelerate resolution by connecting the right people at the right time.

Contact Us to discuss your Smartsheet and AppSheet needs.  We’d love to hear from you!

The post Smartsheet for Construction appeared first on SmarterBusinessProcesses.

Construction project management diverges from a typical PM role by demanding and incorporating extensive knowledge of the construction industry, a unique and complicated field. Construction PMs average around 120 responsibilities, which means they have to be more strategic and thoughtful in working with a slew of moving parts and constant change.

To ensure each responsibility is met and every architect, contractor, and supplier remains on schedule and budget, effective construction PMs should utilize tools and strategies that streamline their work. Fortunately, construction management has become more technical with the development of new tools to simplify many processes. It’s how you implement those tools that counts. These five strategies go beyond PM basics to prepare you for the intricacies of the role and direct your efforts toward success.

1. Create a flow of communication

Among the most important elements of all project management, communication is essential to every phase of any construction project. Good news and bad news are equally important when preparing and implementing a build, so you need to establish a flow of communication with everyone on the ground — and every stakeholder and supplier in the plan. This transparency will make the process smoother and will reduce the number of emails and phone calls whenever a problem arises.

One of the simplest ways to create a flow of communication is a collaborative work management (CWM) tool. By syncing discussions, attachments, and calendars, you can monitor news, budgets, and scheduling changes as they occur. A good CWM tool also allows you to relay these changes to other managers and accounting offices in real time, providing a nearly email-free method of project management. That means more time for you to spend at the construction site meeting contractors to coordinate the next stage of work.

2. Make a habit of continuous planning

Construction project managers should start planning long before actual construction begins, and continue revising and developing plans until the project ends. The design, pre-construction, and procurement stages of a construction project each require extensive planning — and each may need to be revised as the next stage unfolds. Anything can happen at a construction site. If you encounter unexpected environmental problems during the pre-construction phase, the design may need to change. Even slight adjustments can affect the overall plan and timeline.

This remains true during the actual build. You will be working with seasoned professionals, often with decades of experience in electrical engineering, plumbing, scaffolding, and carpentry. While your contractors should be trusted, they still need focused direction to coordinate their efforts with each other. You’ll often need to work with them throughout the timeline to develop and refine plans as delays and equipment failures arise. Like any PM, you will execute and monitor developments, but the planning never ends in construction project management. Collaboration shouldn’t either.

3. Observe and ask questions

There is no industry in which PMs will be found just sitting at their desks, removed from the project and his or her team. Every good project manager becomes an integral part of the process, working figuratively and literally alongside others. Construction project management requires more attention and integrated effort than most industries, because the work is so physical. Field elements can drastically affect the workflow of construction projects. There will be many times when you need to actually see an issue in person before you can resolve it.

Familiarizing yourself with the construction site and the duties of every professional working under you will make you a better project manager. Construction is a constantly evolving industry, with new equipment, practices, and advancements every year. You need to continually educate yourself and learn from others in order to administer and manage a successful project. A great deal of communication may be streamlined, but the work still requires regular site visits and conferences with the contractors and designers on the ground.

4. Use tools to monitor costs and budgets

Most PMs have to think about money constantly, but the permits, wages, materials, and equipment of construction projects in particular are often exchanged between an array of financial sources. From the initial bidding process to the project closeout, construction PMs are responsible for tracking and monitoring all costs, especially as they relate to initial budgets. Ideally, you will have an accounting department for managing contractor invoices, but even then, you have to work alongside your accountants to ensure all direct and indirect costs are recorded.

Considering every other responsibility of a construction project manager, tracking and monitoring finances manually without the assistance of software isn’t practical — or feasible. Even relatively small construction projects contain hundreds of moving parts and individual costs, so to remain effective you need to use software that can also manage costs and budgets. A good CWM tool should allow you and other collaborators to input costs, budget changes, and other calculations to keep track of your project’s finances, alleviating the need to coordinate with every participant or to calculate your budget. Additionally, integrating DocuSign reduces time spent collecting signatures for every invoice, which means you and your contractors can devote more attention to the task at hand.

5. Implement automated reporting systems

No construction project manager has the time to reply to hundreds of emails a day — or use the phone to call and address every question about budgets and progress. In addition to concentrating discussions and schedules on one CWM, you can cut down further correspondence by implementing automated reporting systems. Construction project management requires the weekly distribution of various spreadsheets and status reports, and automated delivery tools will save significant time over the span of the build. This automation will ensure the right reports go to the right people on time, allowing you to focus on other tasks and communication. Other reporting systems, like Safety and Health Management, can prevent hazards, track incidents, and streamline worksite analysis when issues do arise.

A CWM tool like Smartsheet benefits not only construction project managers, but also their teams, partners, and stakeholders. Smartsheet fosters transparency at every level for real-time updates, automated reporting, and integration with apps (like Docusign) to streamline processes that could otherwise hold up the next phase. Your software should be a tool that helps you work more efficiently. But, the skills and strategies for effective construction project management require a more in depth look at the industry as a whole, and a better understanding of how your role fits into an overall build.

Try Smartsheet for free or contact us to arrange a free initial consultation to discuss your Smartsheet optimisation – we’d love to hear from you!

The post 5 Strategies of a Successful Construction Project Manager appeared first on SmarterBusinessProcesses.

“We recently had a short notice need for an OverDRIVE site,  which would allow us to share data to an external company via a virtual data room.  Putting in an urgent request,  we had an OverDRIVE site up and running in less than 3 hours.  A totally responsive product delivered by a totally responsive team.”     Michael McHale, Head of IS & Technology –  PegasusLife

Request your Free Trial now or Contact us to discuss your needs – we’d love to hear from you !

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This move to Smartsheet for Valle has simplified skills resource planning and management, and greatly improved collaboration and visibility of key tasks throughout the organization.

 The Challenge

As the amount of business and projects increased and the company added staff, Valles’ systems for planning and
managing projects were becoming increasingly time consuming.  A lack of a collaborative platform meant that a status update often meant entering a single piece of data into a number of forms. The high potential for data entry error was increasing with additional staff and new complex projects.

 The Solution

Following an in depth information gathering and discovery session with Valle Management Team, Smarter Business Processes came up with a customized Smartsheet system for real time information gathering, compiling and reporting. The new system not only gives clear information on priorities and the commitment of their resources, but also just makes their work easier to complete.

 The Benefits

The company – management, administration, and field personnel – now has access to information from mobile devices which can report progress, flag up issues, and address client needs in real time with photos.

Testimonial

Richard from Smarter Business Processes has worked with us over the last couple of months to both understand how we were managing our business and identify areas for immediate process improvement.  As a custom home builder and remodeller, our projects, both large and small, are extremely complex and detailed.  Managing projects, clients and staff from a variety of Excel & Word based templates was both time consuming and susceptible to error.  Richard and his team helped create a Master Project Schedule showing all projects in one place, complete with Gantt charts to aid planning decisions in the most efficient manner.

We’re delighted with how Smarter Business Processes have helped us to use our own specialist knowledge and skills to develop some very “SmartSheets.”  The new platform helps us focus on our clients and move away from multiple excel sheets and project plans that consumed our management time, and we have only begun to scratch the surface of Smartsheets’ capabilities. We highly recommend Smarter Business Processes and their methodology of close collaboration, mutual discovery and training.  We are now very competent Smartsheet users and enthusiasts.

Rich Effler – Owner – Valle Homes  www.vallehomes.com

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