Description
Do your accounting and operations teams have to deal with the headache of duplicate data entry—or delays caused by using multiple systems to manage project finances? It doesn't need to be like that. What if your accounting team could continue using the software they need while your operations teams use another, with the data flowing continuously between them? Talk about saving you time and money! Join us as Jacobsen Construction, Morpheus Technology Group, and Autodesk come together to discuss the ins and outs of integrating an accounting/ERP system with a cost management system. You'll also get a glimpse into what the process looked like for Jacobsen with their Viewpoint Vista integration, the lessons they learned, and the benefits they're experiencing.
Key Learnings
- Learn what types of accounting/ERP integrations are available and the distinctions between them.
- Hear about best practices to get integration ready and how to overcome roadblocks you may encounter.
- Learn how Jacobsen Construction, Morpheus, and Autodesk prepared for a successful integration.
- Benefits of integration operations and accounting systems
Speakers_many
- HSHeather SoderquistHeather Soderquist-Vice President of Construction Innovation A contractor's ability to innovate continues to be a key element to gaining and keeping a competitive edge. Innovation in construction is an important differentiator separating good contractors from excellent contractors. In her innovation role, Heather collaborates with her project executive peers to evaluate and streamline their company's processes, as well as research, and develop all field operations technologies, and implements and trains each. Additionally, she manages the company's Virtual Design and Construction professionals. Heather has been with Jacobsen Construction for more than 18 years – most recently in the role of Director of Operations Training and Development. Before that, she successfully served operations as a Project Manager on many significant projects while at the same time serving as a key leader in developing many of their current technologies. Heather's hobbies include hiking, backpacking, traveling, and volunteering in her community. She loves construction and the people who work in it.
Guy BarlowAs Director of Strategy & Business Development, Guy is responsible for the overall growth and scaling of the business. He works closely with the Morpheus product and services team, leading industry software partners, and enterprise clients to deliver the foremost integration platform for the construction industry. Prior to joining Morpheus, he was the Global Commercial Director for Connected Cost at Aconex responsible for the overall success of the solution including product, sales, services, and marketing. Before this he was Oracle Primavera's Director of Industry Strategy, leading the global go-to-market strategy across the energy, engineering & construction, and public sector industries. He has more than 25 years of industry experience working with and selling to global enterprises. Prior to Oracle, Guy worked at BearingPoint (KPMG Consulting), IBM Software, IBM Management Consulting, and PwC.
Josh CheneyJosh Cheney, Autodesk – Senior Manager - Strategic Alliances Josh Cheney is part of Autodesk Construction Solutions at Autodesk, with a specific focus on the Integrations and ERPs. Josh has over 19 years of construction/construction tech experience, and a focus on ENR 400 firms. Relevant Experience and Highlights: Viewpoint Construction Software – Construction-specific ERP ISEC, Inc. – International Specialty Subcontractor BuildingConnected – Bid Management Software Procore – Construction Management Autodesk – Project Lifecycle Management- ITIan TurnerIan worked as a construction estimator for 17 years before switching to a mixture of implementing, selling and product managing 5D virtual construction software for the past 18 years. Currently Group Product Manager for ACC and BIM360 Cost Management
- TPTyler PattonTyler Patton is a seasoned professional with a wealth of industry experience and a passion for shaping the future of construction and technology. He spent over six years at SpawGlass Contractors, Inc., a leading Texas-based general contracting firm. During his time with SpawGlass, he rose from Assistant Project Manager to Project Manager and was integral to their Construction Technology committee. Today, as a Senior Implementation Consultant at Autodesk, Tyler works globally, helping diverse clients implement customized cost management strategies. With a focus on seamless integrations and process standardization, Tyler ensures clients achieve optimal efficiency and financial transparency. He is dedicated to innovation, bridging the gap between construction and technology, and is a valuable asset to any team.
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