Topic Thread

Viewpoint Consultants

  • 1.  Viewpoint Consultants

    Posted 19 days ago
    We have a contractor that is currently using Vista software.  They are getting ready to toss it because it "won't do" everything they require.  I think it is a case of the software being underutilized.  Does anyone have the name of a consultant that they would recommend?  We are looking for someone in the metro Atlanta area.  Thanks!

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    Melinda Davis CCIFP, CPA
    Principal
    Coker James & Company, P.C.
    Atlanta GA
    (770) 916-9900
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  • 2.  RE: Viewpoint Consultants

    Posted 19 days ago
    ​Melinda,

    Try using Jennifer Douglas-Ullman at Project Resources.

    Jeff Krall

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    Jeffrey Krall CPA, CCIFP
    CFO
    Batson-Cook Construction
    Atlanta GA
    (770) 434-1890
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  • 3.  RE: Viewpoint Consultants

    Posted 18 days ago

    Thanks!

     

     

    Melinda A. Davis, CPA, CCIFP

    Principal

    Direct (770) 790-3416

    cokerjames.com

     

    image008.jpg@01D4C920.736C7090

     






  • 4.  RE: Viewpoint Consultants

    Posted 18 days ago
    Good morning Melinda,

    I noticed your post and could provide client references or would be happy to chat with you to see if we might be able to earn your business.  We are not in Atlanta but we often do some training on a remote basis and can schedule in person visits as needed.  What sets me apart is that I have worked in the construction industry for over 24 years and used Viewpoint as an end user prior to working directly for Viewpoint or becoming an independent Viewpoint Consultant.  Our company does implementations, software training to maximize utilization, report writing, etc.
    Our team includes some seasoned crystal report writers and a SQL / data conversion specialist with Viewpoint experience and a payroll specialist.  Please find the first page of my resume below and don't hesitate to contact me if you are interested in discussing this current project of if you want to know more about our company or other projects you may have in mind.  Thank you very much for your time and kind consideration.

    Sandrah Vittands-Farwell, MBA and PMP Certified   

    Career

    Summary:

     

     

     

     

     

     

    Experience:

    A highly skilled software consultant that is a certified PMP (Project Management Professional) with a BS and MBA in Project Management. Over 24 years in the construction industry working with various accounting software packages and about 17 years of experience working with Vista by Viewpoint, which was formerly known as "Bidtek". Experienced in leading implementations and data conversions along with leading continuous improvement through ongoing training, while developing and maintaining customer relations that consider each customer's specialized needs.

     

    Nov 2008 to Present S & B Systems (a WBE: Woman Business Enterprise) Houston, Texas

    Owner, CEO, Lead Consultant / Trainer

    ●       Implementation Consultation for ERP Software for construction, project management, accounting and estimating

    ●       Customer Utilization and Business Audits

    ●       Account Management of Enterprise customers with diverse technology platforms

    ●       Training and Utilization Webinars for estimating, project management, accounting and construction-based technology

    ●       Integration of systems

    ●       Assisting customers in development of processes and best business practices to ensure full use of the ERP Systems

    ●       Providing consultation and guidance to integrate other software by management implementation.

    ●       Best Skill: Quoted from Client, "complete understanding of systems to exceed organizational performance".

     

    Sept 2011 to Mar 2015               Viewpoint Construction Software                                                         Remote

    Customer Engagement Specialist /

    ●       Implementation Consultation for Viewpoint Construction Software.

    ●       Customer Utilization and Business Audits

    ●       Account Management of Enterprise Viewpoint Customers

    ●       Training and Utilization Webinars

    ●       Responsible for Regional User Groups Support and Consultation

    ●       Integration of systems

    ●       Assisting customers in development of processes and best business practices to ensure full use of the Viewpoint Construction Software.

    ●       Providing consultation and guidance to integrate other software with Viewpoint.


    • Best Skill: Quoted from Client, "extensive construction experience added tremendous value to the process".

    Thank you again Melinda.

    ------------------------------
    Sandrah Vittands, PMP MBA MBA - Project Management
    CEO And Lead Consultant
    construction101forwomen.com, Llc. dba S&B Systems, LLC
    Humble TX
    (248) 736-9788
    www.sandbsystems.com
    ------------------------------



  • 5.  RE: Viewpoint Consultants

    Posted 8 days ago

    Hi Sandrah,

     

    Would you have time for a phone discussion in the next couple of days?

     

    Thanks

     

    Melinda A. Davis, CPA, CCIFP

    Principal

    Direct (770) 790-3416

    cokerjames.com

     

    image008.jpg@01D4C920.736C7090

     






  • 6.  RE: Viewpoint Consultants

    Posted 8 days ago

    Yes – what time would work for you?  I am on CST.  I can Wednesday at 1pm EST / noon CST if that would work for you.

     

    Sandrah Vittands-Farwell

    CEO - Lead Consultant

     

    image001.jpg@01D51A0E.BEFEEDA0

     

    20010 Bunker Bend CT

    Humble, TX  77346

    o. 281.570.6582   m. 248.736.9788

    Email:  SandrahVittands@SandBSystems.com

    www.SandBSystems.com

     






  • 7.  RE: Viewpoint Consultants

    Posted 18 days ago
    ​Hi Melinda,

    I would recommend using Project Resources, they are local in Atlanta and very knowledgeable. I have worked with the President, Jennifer Douglas-Ullman and her clients love her. She has knowledge and experience in several other ERPs as well. She can definitely show them the value of Vista and that its the best fit.

    Project Resources - Home

    Jennifer Douglas-Ulmann
    Cell- 678-523-9674
    Jennifer.ullmann@projes.com

    Thanks,
    Stesha

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    Stesha Smith
    Austin, TX | 512-662-7421
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  • 8.  RE: Viewpoint Consultants

    Posted 15 days ago
    Melinda,

    I would be interested in knowing how your client is using Vista's software for their accounting and compliance needs. Would they be opened to looking into other construction software solutions?

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    Abel Hegyes
    Marketing Specialist
    eBacon
    Phoenix AZ
    (623) 580-4900
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