Managing construction projects from start to finish comes with complex challenges—tight timelines, fluctuating material costs, regulatory compliance, and financial oversight. Without a centralized system, firms often deal with disconnected workflows, manual data entry errors, and inefficiencies that lead to costly delays and budget overruns. Staying competitive requires a solution that streamlines operations, enhances collaboration, and provides real-time visibility across all project phases.
Sage Construction Management (SCM) is designed to tackle these challenges, offering an all-in-one solution that integrates preconstruction planning, project execution, and financial management into a single, cloud-based platform. SCM empowers construction teams to make data-driven decisions, minimize risk, and maximize profitability.
This blog will explore SCM’s key features and how it can transform the way you manage your projects.
Why Sage Construction Management?
Unlike platforms that focus solely on one aspect of construction management, SCM delivers end-to-end functionality by connecting both project management and financial operations. This integration reduces the need for multiple disconnected systems, unifies workflows, and eliminates redundant data entry. SCM provides real-time insights into project costs, budgets, and profitability, ensuring teams have access to up-to-date information wherever they are, whether in the office or on-site.
Efficient Project Management from Start to Finish
SCM integrates preconstruction workflows and ongoing project management, ensuring teams can manage bids, estimates, budgets, and contracts with greater accuracy and efficiency.
Preconstruction: During the preconstruction phase, SCM streamlines the management of bids, estimates, and contractor selections. Built-in bid management tools allow contractors to solicit, track, and compare bids from multiple vendors, ensuring the most cost-effective and qualified options are selected. Estimating is simplified with the ability to create detailed cost projections for labor, materials, equipment, and overhead, helping contractors develop realistic and profitable budgets from the start.
Ongoing Project Management: Once the project begins, SCM continues to provide a comprehensive solution for managing contracts, job costing, scheduling, and financial tracking. Project managers gain clear visibility into labor, material costs, and overall spending, enabling them to compare budgeted vs. actual expenses and make data-driven decisions to avoid cost overruns. SCM also simplifies lead management, allowing users to track and manage potential opportunities from lead capture to contract award.
Enhanced Collaboration within your Team – Outside your Organization
SCM enhances collaboration by providing cloud-based tools that ensure stakeholders stay aligned, whether in the office, on-site, or working remotely. Customizable access and role-based permissions ensure the right information is accessible to the right team members, eliminating miscommunication and delays.
The TeamLink Portal provides real-time access to project documents, schedules, and financial data, allowing subcontractors, architects, and vendors to review contracts, submit documentation, and receive updates directly. Real-time document sharing and markup capabilities enable teams to collaborate on blueprints, schedules, and reports within the system, keeping everyone aligned.
Additionally, SCM’s mobile app ensures that project teams can stay connected and collaborate on the go. Mobile access allows users to instantly update and share project details, communicate with team members, and access real-time data from anywhere, improving responsiveness and project efficiency.
Streamlined Financial Operations
Efficient financial management is critical to the success of any construction project. SCM streamlines financial operations by integrating estimating, contract management, and invoicing into a unified process. The platform simplifies estimate creation, allowing users to build estimates from scratch, import data from spreadsheets, or reuse previous estimates. Documents, photos, and drawings can be attached directly to estimates, providing a clear understanding of project scope and costs.
Once an estimate is finalized and awarded, SCM links it to the contract and invoice stages, eliminating manual data entry and ensuring financial data flows seamlessly throughout the project lifecycle. This integration reduces errors, speeds up the billing process, and ensures accurate invoicing based on the current project status—whether it’s fixed price, time and materials, or progress-based billing.
Seamless Integrations
Sage Construction Management seamlessly integrates with a variety of accounting systems, including Sage Intacct Construction, Sage 100 Contractor, Sage 300 CRE, QuickBooks, and more. These integrations ensure that your financial data is synced effortlessly across systems, eliminating the need for duplicate data entry.
With real-time data transfer, your teams can access detailed financial reports and executive dashboards, helping them make informed decisions quickly. When a project is created in Sage Construction Management, relevant job cost codes and project details are populated in your financial software, ensuring alignment and accuracy across the board.
By connecting financial tools, Sage Construction Management enhances your ability to manage projects efficiently, with up-to-date financial insights and streamlined processes that save time and reduce errors.
Compliance & Reporting Simplified
SCM simplifies compliance tracking and reporting by providing a centralized platform for insurance, bond compliance, and subcontractor documentation, ensuring vendors meet necessary requirements.
With SCM, users can monitor general liability insurance, umbrella policies, and certificates of insurance. Automated alerts notify teams when coverage is missing or expired, providing immediate insight into non-compliant vendors and allowing issues to be addressed before they cause delays.
Robust reporting tools offer real-time visibility into project data, with customizable reports that track compliance metrics, review posting trails, and demonstrate regulatory adherence. SCM’s streamlined reporting reduces manual effort, ensures transparency, and supports better decision-making to mitigate risk and improve project outcomes.
Customization & Scalability
SCM offers unparalleled flexibility and scalability, adapting to the unique needs of your business as it grows. Whether managing small projects or large, complex builds, the platform provides the tools and insights necessary for success.
Key benefits include customizable dashboards that provide a comprehensive view of leads, project statuses, and key performance indicators (KPIs). Customizable reporting features allow you to drill down into financials, timelines, and resource allocation, providing deeper insights and enabling informed decision-making.
SCM also offers personalized invoice templates to align with your branding, ensuring consistency and professionalism across financial communications. As your business grows, SCM scales with you, allowing for the addition of new features, modules, and users without disrupting operations, ensuring control and visibility as you expand.
Why Partner with CBIZ CompuData?
To fully leverage the power of your financial management tools, working with the right partner can make all the difference.
As a trusted Sage partner, CBIZ CompuData brings extensive industry experience and unparalleled customer support to help you get the most out of your Sage Construction Management system. Our dedicated team works closely with your construction firm to understand your specific challenges and goals, providing customized solutions that enhance your operations and support long-term success.
Ready to take your construction management to the next level? Reach out to us today to learn how we can help streamline your projects and drive profitability.
