RedSky. Summit > RedSky IT. Plan IT. Cost IT. Build IT. Bill IT. summit. Construction Industry Solutions

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1 Summit > RedSky IT RedSky Plan IT Cost IT Build IT Bill IT summit Construction Industry Solutions 01

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3 Summit > RedSky IT summit Construction Industry Solutions From planning to completion Summit does it all. Construction is a diverse industry with unique methods of working and a complex supply chain, it is also a highly competitive industry with tight margins. Managing business processes and the resultant costs is fundamental to business survival. Many construction projects are characterised by limited visibility of day to day events. The very fact that the majority of work is often carried out remotely means that it is difficult to manage risk, reduce errors and avoid project overruns without effective integrated business tools. Today, construction organisations are seeking tighter control of projects and better integration of project data. UNIQUE FEATURE Summit covers all of the key business processes in the construction industry. It is unique in its ability to manage Construction and Professional Service processes in one integrated system. By selecting the modules relevant to your business, you can tailor the system to your business needs. RedSky IT are a 10m, turnover, 100 employee organisation which is profitable and cash generative. We have been a competitive player in the IT marketplace for over 30 years and our strength is based on being a market specialist, developing solutions and knowing the industry we supply. With over 1000 customer organisations, about 50,000 users login to our systems each day. RedSky IT support Construction and Professional Service/ AEC businesses with core financial and operational solutions all in one integrated software application. RedSky have an experienced group of staff who are tasked with delivering systems and supporting our customer base. We pride ourselves in delivering first class professional services. We have a track record of delivering on time and within budget. The award winning Summit solution offers the best of the best construction specialism with industry functionality and with a choice of financials based on either a SQL or an Oracle platform. Product of the Year 2011 IT Project of the Year

4 Summit - Operational and Financial Management Software 04 Estimating & Tendering Full Estimate production, comparisons SMM, CESMM and specialist libraries available Import fully resourced estimates from other applications including CITE formatted, Excel and Conquest Planning & Budgeting Create revisions Rework estimates Compare estimates revisions Trade tagging, Subcontractor enquiry and comparisons Materials comparisons and enquiry Export & import from/to project planning tools including Microsoft Project and Primavera Buying lists based on project plan Variations register, status and pricing Procurement Supplier/Subcontractor management - Supplier/ Subcontractor records, performance, certifications, price agreements Supplier and subcontractor selection Requisitions & order management Subcontractor orders & comparisons Plant orders, tracking and accrual Ability to , use PDF, fax or print Electronic Trading of Purchase Orders and Invoices Costing GRNs Plant management - on/off hire 3 way Invoice match Timesheets Applications and invoices Drill down enquiry to transaction level Document attachments Multiple Cost head analysis Switch between resource or activity/build stage views Compare multiple budgets, Costs, valuations, Sales on Jobs/ Projects AEC option to break down by work package Subcontractor Management CIS management Applications/ Certificates & Invoicing QS/ Accounts Approval workflow Liabilities Contras Retentions Valuations Quick & Detailed valuations External Valuation and Application Internal for overvalue and subcontractor liability Subcontractor valuation and certificate Monitoring & Reporting Cost cut off Cost Value Reconciliation (CVR) Cost To Complete (CTC) Earned Value Analysis (EVA) Cost analysis enquiry by Resource, Activity and Account Contract Summary by tags e.g. type, sector, CM, QS Enquiry drill to source documents House Building House type maintenance House type and Site estimating Site planning using Site mix Planning & Scheduling Plot Valuations & Subcontractor payments Housing sales Service Management CRM helpdesk and call centre Maintenance management Configurable workflows for Highways/ Utilities/ Buildings/ Housing Small works processing Engineer diary & stores control Location and Asset register Workflow process Cost to task, job or project Schedule of rates with configurable uplifts Flexible invoicing including Cost Plus, Profile billing, Consolidated invoicing Covers reactive & preventative Mobile data capture options on PDA, Smart Phones, IPads Professional Services (AEC) Modules Electronic Time Capture Electronic Expense Capture Fee Forecasting AEC Invoicing AEC Cashflow Financials General ledger Purchase ledger Contract accounts receivable Cash book Subcontractors ledger Fixed assets Cashflow Forecasting Payroll & HR Other Features Customisable Alerting options, flag key milestone activities to alert staff Contract Archiving Database module for customising additional fields in Summit Form and Field security and customisation Importing Modules BACS Supply Chain Database Mobile device access Analysis Tags Technology Document imaging and file attachments Complete Desktop Integration for Microsoft Office Inbuilt Business intelligence and reporting tools Web Client technology - Run complete processes in a web browser/client extranet access for Open Book contracts Drill anywhere capabilities Configurable user templates for all searches/ enquiries and posting views Option to Host the server Software as a Service options Estimating & Tenderin Estim & Ten B A

5 Summit > RedSky IT g ating dering The Summit solution offers us everything we need to manage our jobs. The RedSky team are always at hand should we need any assistance and we are pleased with the service we receive Andy Harper, Renelec Service & Facilities Management House Building Management Planning & Budgeting Monitoring & Reporting Procurement Financial Suite Valuations usiness nalytics Costing Subcontractor Management RedSky IT provides a first-class service, an excellent product and first-class support. We deal with them direct - not through a reseller. RedSky IT look after us very well. FD s comment in Real Finance Awards magazine 05

6 Moving to Summit has allowed us to reduce the amount of disparate databases, spreadsheets, with associated overhead costs, in our organisation along with giving us much greater functionality in financial and operational areas. The abilty for us to customise the Summit screens and add additional data fields and validation, has enabled us to bring together in one place all the information our staff need to work with. Ian Saville, CA Blackwell What will Summit help you to do? Manage Enhance Reduce Produce operations while on-site complex, large multilocation projects vendors, subcontractors, suppliers, 3rd parties the complete project lifecycle from tender, design, build, through to maintenance the financial performance of your projects, companies and business 06 visibility on all projects for improved control integration with customers, partners, suppliers, subcontractors and staff project performance and control bottom line profitability of both projects and the business performance against client service level agreements cash flow and invoicing management islands of information data re-keying and data errors manual intervention project decisions made without up-to-date performance data projects that over run and exceed budget complexity of owning and managing several software solutions a single interface onto your business information a real-time view of your business performance a tool for operational staff to manage their projects information that is relevant integration of information across multiple locations

7 Summit > RedSky IT Summit allows operational teams to get important project information wherever they are - on site or in the office. Developed in partnership More than a thousand organisations use our specialist industry applications every day. In excess of 50,000 users work with RedSky IT applications to run their key business operations. The strength and relationship with the customer base gives RedSky IT vital feedback and input into product development. Thus ensuring that RedSky IT continue to meet the needs and demands of the Construction industry. Our Customers Include: AMCO Group Arup Group Al Futtaim Carillion Arden Construction Baxall BDP Bowmer & Kirkland CA Blackwell Carillion Costain West Africa Colas Daniel Contractors Designer Group Dyer & Butler Denne Joinery DPP Edinburgh Road Services Gardiner & Theobald Hargreaves Interserve Kendrick Group Knight Group Leadbitter Mansell McCarthy & Stone McGill Electrical Midas Group Millwood Homes Morrison Utility Services Mountjoy Murphy Ltd New Charter Housing North Midland O Hare & McGovern Patton Group Pell Frischmann Robertson Group Rotherly Construction (Barbados) Rydon Group T&A Kernoghan Thomas Vale Turner & Townsend Walls 07

8 Example of Typical Project Dashboard Extensive Security and Access Controls The features listed below are dependent on how user access and visibility are configured by super users or administrators. Security can be individual, group or role based and can range from high level menu options to field level within a form. Fields can have mandatory drop down selection options for input and can be hidden if required, which results in quick and easy retrieval of data for any user across any module. General Features The modern look and feel of Summit using a web interface means users will find the application simple and enjoyable to use. The menus can be easily tailored to suit the needs of the individual, or role, that is performed within the business. Quick Search The Quick Search feature enables the user to find data items fast: as you type, suggestions will appear that match your query. This means quick and easy retrieval of data. Extensive on Screen Enquiry Options Enquiry selection options can be pre-defined at implementation, or user defined as required. Fields can be added, subtracted, multiplied or formula applied to combine results. Multiple drill enquiries retain a tracking record, so it is possible to compare details on different contracts at various drill down levels. Data can be defined on an ad hoc basis, saved at any time, or dropped straight in to Excel without any need for manual formatting. Dashboards Summit screens can be configured to present data in either traditional tabular views or graphically. Whichever view is displayed, all data can be drilled down to transaction level. 08

9 Summit > RedSky IT We are now clearer and more confident with the information the software is giving us. Overall the Summit system has delivered a significant time saving solution with improved quality of information all round. Mandy Drewitt, Pollard Database Module This powerful module gives the customer, with the right security level, full control over the look and feel of the forms within the software. Fields can be amended to suit company preferred descriptions or added for additional record keeping or deleted for simplifying look and feel of data input forms such as Subcontractor Ledger data or Payroll information. Data fields can be made mandatory for input or drop down boxes can be added for selection to achieve consistent record keeping. Easy Reporting In addition to the straight forward enquiry formatter being used to arrange information on screen, the data can also be presented using Crystal Reports or integrated to Excel using RedSky s Excel Addin. This allows Excel cells to be linked direct to fields in the Summit system, whilst still incorporating the systems security controls. Easy Input Summit allows input operators the ability to key data in quickly and efficiently by using the keypad rather than relying on the mouse. Apps Summit has a range of pre-formatted views, dashboards or apps that can easily be expanded as required. Web Client Many other software packages have a separate software layer that provides the Web interface which adds overhead to managing your software. Summit has a web client inbuilt into the application which has the same functionality as the desktop client. Therefore, should any changes be made to the input forms using the Summit database module, these would be replicated in the Web Client automatically. Any user can choose to use the Web or Desktop client as a matter of personal preference or as dictated by your company policy. 09

10 Some of the Construction Processes managed by Summit Project costing Project life-cycle management Subcontractor management Plant and asset management Procurement & vendor management Service & facilities management Human resource management Reporting Estimate, tender & bid management Cost Value Reconciliation (CVR) Retention, CIS certification and tax Key Performance Indicators (KPIs) Customer relationship management Summit delivers contract cost and profitability information to the people that need it in operational teams. We have chosen Summit because of the total integration that the system offers. From the estimate production through purchasing, quantity surveying and accounts to the final account we are able to monitor the financial performance of a project. The detailed feedback of information will enable us to control our costs more closely and improve accuracy of tendering and ultimately increase our profitability. Financial Director, Baxall Construction 010

11 Summit > RedSky IT Project Costing Undertaking construction projects with time and budget constraints requires an ability to closely monitor cost and value and provide performance management for your contracts. Summit integrates the Estimating, Commercial and Finance parts of your business to provide the detailed analysis that is required. Valuations and Billing Summit helps manage costs and reduce risk and time spent preparing valuations and producing accurate cost reports for CVR processes. With an integrated and real-time view of project progress and costs you are able to ensure that cash flow is controlled and variations claimed. Subcontractor Management Summit provides an integrated solution for Supply Chain Management including tendering, selection, evaluation and ordering through to contracts, performance monitoring, valuations and payments and CIS. Plant Management Managing owned or hired plant and ensuring maximum utilisation is another key challenge construction businesses face. Summit offers complete visibility of all plant, its type, charge rate and current location. This helps achieve maximum utilisation. Effective costing based on hourly, weekly or timesheet charges, means that each project takes account of plant charges giving an accurate view of project performance. Service Management With services and buildings maintenance becoming an increasing part of the construction industry focus, many businesses have a need to integrate this function into their core business solution. Summit offers a complete solution; managing calls, quotations, job allocation and final invoicing. Professional Services (AEC) Any business that manages chargeable people will know that ensuring they are costed and charged out correctly is vital to running the business. Summit AEC modules help customers monitor the costs and charges as they happen, and the Project / Cost ledger will provide all the analysis required: Fee Forecasting, Capturing of time and expenses and accurate billing are all handled by this application. Financial and Operational Management Increasingly construction companies face the demands of reporting against many operating and financial criteria. Businesses need to understand their performance and profitability, at a Company and project level. They have to be able to focus on the issues. The core of any business is managing the financial and operational processes, this is the heart of the award winning Summit Product. Reporting Whether your role is operational and project based or within the central financial team, easy access to and analysis of business data is key to effective control. Summit is developed using the world s leading database platforms; Oracle or Microsoft SQL Server - these are secure, scalable, reliable and powerful databases. Summit offers a range of enquiry tools to satisfy every level of user from simple web based enquiry on contract performance for operational teams to highly configurable industry standard reporting tools for detailed corporate financial analysis. Summit ensures you can report against internal & external Key Performance Indicators (KPIs). It is even possible to configure reports and forms to meet each client s needs. 011

12 012 Document Management A powerful secure content or document management module. The system allows for document check in and check out with full revision history, published and un published versions, so that changed content is not visible until authorised, and full access history showing who reads which revision of a document and when. In addition the system allows creation of documents from context sensitive user defined templates. Content created this way will be placed in the correct folder automatically ensuring consistent filing of documents in the system. Project folders A web based landing point for those involved in each project. It is possible to link contacts, create new documents (using built in templates), attach and view MSOffice documents/ drawings/pdfs, and drill down on financial enquiries. Archiving This module is able to act as an integrated part of your infrastructure. Mail can be classified and attached to the correct project or related contact record. Responses to s issued from the Contact Management Modules are automatically linked to the original . This allows the complete history of correspondence with a contact to be maintained. This module can be used as part of your compliance strategy for holding a complete history. Contacts Management (CRM) The contacts management module integrates with the project document storage to provide a single point of access to information about the project. All the suppliers, subcontractors, internal and customer contacts on the project can be defined or referenced from the database. Any interaction with those contacts is then recorded; the interaction may be sending a letter in which case the system can automatically mail merge a template document with the contact information. If the interaction is by then both incoming and outgoing is filed against the contact. A manual record of a phone conversation can also be recorded. In each case a follow-up time/ date can be set which automatically makes an entry in the calendar/task list for the follow up. The database provides a single central repository for all the information about clients, suppliers, subcontractors and staff, or indeed any type of contact. This data can be shared with back office systems such as Summit to ensure that contact details are maintained in a consistent and accurate manner across your organisation. Secure external access Provides secure extranet access for Clients and partners in the Supply chain. summit Construction Industry Solutions

13 Summit > RedSky IT Red Sk y Estimating & Valuations Product of the Year 2010 Product of the Year 2011 IT Project of the Year 2011 RedSky IT Viking House Swallowdale Lane Hemel Hempstead HP2 7EA RedSky IT are part of the Explorer Software Group of Companies, one of the largest global specialists in Construction software with businesses on 3 continents and in excess of 3000 construction and AEC customers worldwide Tel +44 (0) Fax +44 (0) [email protected] 013