Recent Discussions

Hi Lisa, I'm not sure this is what you need, but the CFMA has an Emerging Leaders program. https://cfma.org/emergingleaders You can also check with your local CFMA chapter. CFMA Philly has a similar program Best wishes, Joe G. ------------------------------ Joseph Gravenstine CPA Chief Financial Officer National Glass and Metal Co., Inc. Milford NJ (215) 888-8884 ------------------------------

Looking to make sense of today's construction technology options? Join our Software Roundtables Powered by BBi & CFMA - a collaborative virtual series designed to help construction financial, technology, and HR professionals evaluate tools with confidence. Each 60-minute session features live demos, expert insights, and open Q&A in a sales-free, learning-first environment - all at no cost , thanks to the support of CFMA & BBi. Discover new ...

We currently use Paychex Time & Attendance for field employees to clock in and out of jobs. We are looking into utilizing kiosks with geofencing at each job site to better track time. We have a few questions and were hoping someone using Paychex has answers (we also have sent these to our Paychex rep, but figured CFMA is a great resource for answers): We anticipate initial pushback on using the product in the field, so just wondering how long ...

Hi Kelsey! We have over 3,000 customers using our field labor tracking platform, and integrate with basically every major ERP system. I would say a majority of our customers that move off of Foundation either go to Sage Intacct or Acumatica. ------------------------------ Matt Filios VP Partnerships Workyard San Francisco, CA matt@workyard.com ------------------------------

AI is one of the biggest conversations happening in construction right now, but there's surprisingly little data about how contractors are actually approaching it. Over the past few weeks, we've been asking construction leaders where they see the greatest opportunities for AI, what's holding them back, and what they need from technology moving forward. We'll be publishing the full findings in our 2026 Construction AI Outlook Report , but a ...

Kelly, We reviewed Vista by Viewpoint, Sage Intact, CMIC and Acumatica construction edition All of these are great products for different reasons. We found viewpoint and CMIC further developed but older technology. Sage Intact and Acumatica, newer technology and ability to take advantage of the automation but may not be as feature rich and may need more configuration/reports/dashboard config/customization. Depending on your needs, i would ...

Hi Steven, Our founder and one of our lead consultants both have been Spectrum users/consultants for over 20 years (long before it was even owned by Trimble). We'd be happy to schedule a call to answer any questions you have and determine if Spectrum would be a good fit for your company. Additional context: Cano Consulting is a registered third-party partner to Trimble for ERPs and other products. We have worked with ~10% of Spectrum customers ...

Steve, No doubt Trimble is popular with many firms, and each will have their own story about implementation, usage, and overall effectiveness. Before focusing too much on the software itself, I'd want to understand how well the underlying processes are defined and how closely those processes align with the way the company expects to operate. Most ERP systems can be effective when supported by good processes. Take a close look at the silos, ...

Hi Sara, Thanks for that feedback. That was really helpful for me as we are looking at this in the future. I may reach out to ask some more questions about this once we get closer to a better idea about our timing of when we want to migrate from Sage 300. ------------------------------ Samantha Andrews Controller Rochon Corporation Osseo MN (612) 581-2246 ------------------------------

Thank you so much Richie! This is great feedback! ------------------------------ Jessica Krause CPA, CCIFP New Lyfe Accounting Liberty MO (816) 683-4100 ------------------------------

Thanks Michael! ------------------------------ Jessica Krause CPA, CCIFP New Lyfe Accounting Liberty MO (816) 683-4100 ------------------------------

We are using Sage 300 and HCSS. Would also love to connect! ------------------------------ Abby Dunn Accountant John Eramo & Sons, Inc Hilliard OH (330) 309-0999 ------------------------------

Colleen, We switched two years ago. Happy to share our experience if you would like to reach out. Email me to schedule a time to meet. ------------------------------ Donna Caywood, CPA CFO Thomas Grace Construction, Inc. Stillwater, MN donna.caywood@thomas-grace.com (651) 705-3021 ------------------------------

Steven, Trimble has multiple ERP products, notably Spectrum and Vista. Which one are you considering? ------------------------------ Towner Blackstock Blackstock Consulting Towner@teamblackstock.com Helping construction companies select, implement, and get more from software. ------------------------------

We are in the process of implementing with Sage 300 CRE. It it does what they say it will do, should save our teams a lot of Manuel entry and sending information via emails. Will keep you posted. ------------------------------ Michael Sharp Chief Financial Officer All Weather Contractors, Inc. Jacksonville FL (904) 568-8510 ------------------------------

We use EM Standard Maintenance Groups to auto-generate PM work orders. It stopped working. Our last auto-generated work order was on 6/11. It seems 2026.6 only works for date-driven triggers, not machine hours. We reported the issue to Trimble about 2 weeks ago. We've still not gotten a resolution. Is anyone else having the same issue? ------------------------------ Matt Glenn CPA, CCIFP, CITP VP, Finance & IT Gray and Son Inc Timonium MD (717) ...

We have been using Field Materials with Foundation since February and below is the feed back from my controller: Overall, I'd say that Fields Materials is working well. The program is doing what it should when submitted packing slips and invoices have the correct purchase order numbers on them. Having a good purchase order system already in place would be the key to a successful implementation. We didn't do it that way and has caused some frustration ...

Hi there! Which Trimble product are you considering? Vista? Spectrum? Joseph I Gravenstine, CPA CFO 1424 Easton Road, Suite 400 Horsham, PA 19044 O: (215) 938-8880 C: (215) 888-8884 jgravenstine@ngmco.com

I have a client that is also looking into this software and would like to hear what people think. They are also using Foundation Software. ------------------------------ Jessica Krause CPA, CCIFP New Lyfe Accounting Liberty MO (816) 683-4100 ------------------------------

Our company is looking to transition to using Trimble as our ERP/Accounting software. Would like to hear any positive or negative feedback from current CFMA users prior to making a final decision regarding the implementation, usage and ongoing support once we go live. Thanks, Steven Steven Schell, CPA, CGMA Williams Enterprises of Georgia, Inc. 1285 Hawthorne Ave. Smyrna, GA 30080 770-436-1596 (office) ...

We just migrated from Sage 300 to Intacct and went live on May 1st. We used RKL eSolutions as our implementor and their team was fabulous. Overall it went very well - we had a lot of data scrubbing to do at first (accounts payable vendor lists, updating cost codes, adding some additional general ledger accounts) but the team was great at building inquiries in 300 for us to export our data and use the Intacct import templates to get our data into ...

Hi @Erin McGinn , yup, the Monday session is open to everyone. See you there! ------------------------------ Josh Oakhurst Datateer www.datateer.com Analytics | Reporting | Integrations Parker, CO -- Book with me: https://calendar.app.google/5d75W7VMUJsztAqJ8 ------------------------------

We use KPI Interface in Collegeville. We switched over to them last year and they have been great. ------------------------------ Jeanne Curran Controller W. S. Cumby Springfield PA (610) 299-5294ControllerController ------------------------------

I am the CFO for a general contractor in Pennsylvania and would appreciate hearing how other GCs are handling subcontractor insurance documentation after project completion. I have received conflicting guidance regarding how long we should continue to retain Certificates of Insurance (COIs) and related insurance documentation. One recommendation I've received is to maintain subcontractor COIs for 12 years after substantial completion to ...

Anthony, what's your experience been with implementing and using Sage Paperless? Did you have a partner for implementation? Does it have OCR capabilities? Thanks, ------------------------------ Linette Sommerer SIRCAL Contracting, Inc. Jefferson City MO (573) 893-5977 ------------------------------

Following... ------------------------------ Linette Sommerer SIRCAL Contracting, Inc. Jefferson City MO (573) 893-5977 ------------------------------

Hi Ryan, Can I ask what you ended up implementing related to your question above? Thanks! ------------------------------ Linette Sommerer SIRCAL Contracting, Inc. Jefferson City MO (573) 893-5977 ------------------------------

Hi. Are you aware of study questions or flash cards available to prepare for the CCIFP? Digital works for me or print outs ------------------------------ Lenin Ruiz Bixby Electric, Inc. Albuquerque NM (505) 842-5384 ------------------------------

We sincerely love Ramp, the interface, expense management and integration with Major ERPs are awesome. It has cut down time to reconcile, we do have special pricing as a referral partner, so happy to pass along. But any costs associated with the platform are well worth it. ------------------------------ Armando Huerta CEO i-Tech Support IT Managed Services | Acumatica ERP | AI Advisory ------------------------------

Kelsey, What you are describing is common. In many cases, the issue is a combination of system limitations and an implementation that was not designed around how project managers actually work. I would recommend looking at Acumatica Construction Edition. It has strong project accounting, job costing, field access, workflow automation, dashboards, and reporting without requiring users to navigate through multiple screens to find basic information. ...

Hi Lindsy You've correctly diagnosed the problem, and it's a common one in project-based manufacturing and field services. The instinct to avoid consolidating into a single ERP is usually the right call for companies like yours. Estimating, project management, field installation, and engineering workflows are specialized enough that forcing them into one platform typically means degrading two or three of them to make the fifth one fit. Your Acumatica ...

I would like to join the session on Monday if it is available. I am on the learning side for cash forecasting, trying to figure out what we need to do as a company. ------------------------------ Erin McGinn Accounting Director Midwest Mechanical Industrial Services Logan IA ------------------------------

Hi CFMA, Just curious if anyone utilizes Salesforce Agentforce Revenue Management feature (ARM)? This was formerly Revenue Cloud Advanced (legacy CPQ). If so, would you be interested in possibly hoping on a call or exchanging emails to discuss further. Also, if anyone has any consultant recommendations to assist with this Salesforce feature, please feel free to pass along their contact information. We're currently utilizing Salesforce ...

I am very new here, but I would like to learn more. ------------------------------ Tamara Lofits Powell Office Manager Mitnet, LLC dba FCC Cabinets & Facility's Constructors Jacksonville FL ------------------------------

Beth - you've already gotten good input here, so let me build on it rather than repeat it. Steve's pointer to CIK is exactly the right kind of lead for your geography, Joey's firsthand experience with the AGC plan (customizable PPO + HDHP, stacked dental and vision, manageable renewals) is the real-world validation you asked for, and David's suggestion to quote ABC alongside AGC is smart - association plans differ a lot chapter to chapter, so quoting ...

Hi all, Every single conversation I have with construction leaders around AI includes the topic of governance. Those who are just getting started know their people are already using AI in some shape or form on personal accounts, and everyone agrees some rules need to be put in place. But the conversation stalls there, because it is not clear who should do what first. If that sounds familiar, this session was designed for you. On Wednesday, ...

Hey Daniel, Like others have said a combination of other off-the-shelf tools and custom integrations are going to be the way to go here for where NetSuite falls short. I would just add that this isn't unique to NetSuite and that any ERP type of system can be improved upon by pairing with specific tools or adding custom integrations. As for my own experience with NetSuite I have helped one company in the Energy speciality trade space on ...

Right on. Let's do another session for newer folks. Goal is to share KPIs the prior groups crowdsourced and also solicit more ideas for a master document. 1. New Workgroup Meeting for Monday, July 27th from 1:00pm - 2:00pm ET : CFMA Cashflow Workshop Part 3 Video call link: https://meet.google.com/czs-fgvb-zzn Or dial: ‪(US) +1 419-969-2075‬ PIN: ‪584 414 531‬# 2. Book a Meeting with Me if you want a personal walkthrough of the spreadsheet ...

Would love to participate! ------------------------------ Amber Briggs Controller Toney Construction Services, Inc Cypress TX (205) 499-3539 ------------------------------

I would like to participate. ------------------------------ Tammy Macdonald Financial Reporting Manager Randolph Inc Gurnee IL (847) 856-0123 ------------------------------

Josh, are these still available for download somewhere? someone just revived the discussion and it caught me eye as something interesting. ------------------------------ Brian Cobb CCIFP Cobb Mechanical Colorado Springs CO (512) 917-2998 ------------------------------

Hi Beth, Since you're looking at health plans through AGC, I would suggest that you also look at ABC (Associated Building Contractors), www.abc.org. Good luck! ------------------------------ David Levasseur CFO DNB Infrastructure Inc CA d.levasseur@dnbinfrastructure.com ------------------------------

Hello Beth, We joined the AGC health plan a few years ago and it has been great. Our annual premium increases have been manageable and lower than what other plans are seeing. I am not sure specifically what your states chapter offers, but we were able to customize our plan to offer a PPO and HDHP plan to satisfy employees needs. They also were able to stack dental and vision. I couldn't say enough positive things about this program, so I think it ...

Lindsy, I think you've already identified one of the biggest challenges. This isn't really an ERP problem, it's a business process problem. Before evaluating technologies, I'd map the key workflows between estimating, project management, field operations, and finance to identify where information is getting delayed, duplicated, or manually re-entered. Those handoffs are usually where the biggest opportunities are. Once that's becomes clear, the right ...

What's the biggest gap between your field operations and finance teams today? Whether it's payroll, job costing, reporting, data accuracy, approvals, or something else, I'd be interested to hear what challenges you're still trying to solve. ------------------------------ Nick Weirens Passport Workforce 651.208.8185 | 800.926.6736 nweirens@passportcorp.com www.passportworkforce.com ------------------------------

Daniel, I can't speak to each of the NetSuite limitations specifically, but one thing we've seen across construction companies is that the ERP often ends up being the financial system of record while other applications handle things like field data collection, scheduling, labor tracking, certified payroll, and other operational workflows. The challenge usually isn't having multiple systems. It's making sure they're integrated well so finance isn't ...

We have AI agents for insurance integration. Don't buy another single use software. Invest in your company AI program! Call for demo ------------------------------ Sandrah Vittands, PMP MBA MBA - Project Management CEO And Lead Consultant construction101forwomen.com, Llc. dba S&B Systems, LLC AssetTrackforCloud.com 11811 North Freeway, Suite 490 Houston,TX (248) 736-9788 www.sandbsystems.com www.assettrackforcloud.com ------------------ ...

We are building AI agents for a much better user interface. Be sure to consider AI and the future of work when considering new ERP. Our initial focus is on Trimble Vista, HCSS, ADP, UKG and more ------------------------------ Sandrah Vittands, PMP MBA MBA - Project Management CEO And Lead Consultant construction101forwomen.com, Llc. dba S&B Systems, LLC AssetTrackforCloud.com 11811 North Freeway, Suite 490 Houston,TX (248) 736-9788 www.sandbsystems.com ...

Hi Beth, Kansas has such a group plan called Construction Insurance of Kansas (CIK). Here is a website: https://webuildkansas.com/insurance If you have a broker, they should be able to get you a quote for it. If you don't have a broker and want one, contact me directly and I can give some recommendations. Here at Shilling, we are a group over 50 and have quoted the CIK before and found the pricing about the same. This hopefully will be different ...

We did the 30 day demo with Billy last year and the delay of getting things processed was an issue. We are currently using Jones and it has been working great for us over the last 11 months. ------------------------------ Crystal Ferns VP of Finance and Risk Paragon Construction Company, LLC Phoenix AZ (480) 364-4300 ------------------------------