Challenges

Despite its success, Beachside Roofing faced inefficiencies in its financial reporting and decision-making processes due to siloed data in its ERP system, Sage 100. The system provided a macro-level view of projects but lacked the granularity needed for precise decision-making. As a result, teams had to manually export and process data through spreadsheets, slowing their ability to make timely and informed decisions. Scott explains, “Sage is very good at reporting at a macro level—so job as a whole. But we weren’t able to get down into the details very easily without running multiple reports and transferring data to spreadsheets to make good, solid decisions.”

Communication gaps between departments compounded these challenges. Beachside’s Project and VizCom Manager Tylynn Ai McMoneagle notes, “Accounting is looking at the earned percent complete, or the percentage of earned complete, and then the project teams are more focused on the percentage of billed completely. So there’s a discrepancy there. If the cost to complete isn’t getting updated and we can’t see that in real-time, it understates our backlog. Closing that gap is super important to us.”

Beyond streamlining processes, ProNovos’ visualization capabilities bridged the gap between financial and non-financial stakeholders. “Even for those who don’t have an accounting degree or aren’t savvy in construction financial management, these visuals make it easier to process information,” Scott stated. The combination of accessible real-time data and clear visualizations empowered every department to collaborate more effectively and focus on the details that mattered most.

This phased rollout allowed Beachside Roofing to test and refine its approach and ensured team members’ buy-in at all levels. The training process was highly collaborative, with teams actively participating in creating the procedures that would shape future workflows. Tylynn explained, “This individualized approach strengthened our teams without the fear of judgment, enabling them to ask the questions they needed during training.” She adds, “They offer a variety of tools and resources, both on their website and through their team. We worked closely with an implementation manager, which was incredibly helpful. The biggest hurdle was navigating the tool initially, but the training materials on ProNovos’ website and the support from our implementation manager made the process much smoother.”

ProNovos’ intuitive visualizations further smoothed the transition by making complex data easier to understand. By combining a patient, step-by-step rollout with accessible tools and personalized support from ProNovos’ implementation manager, Beachside Roofing successfully built a culture of collaboration and continuous improvement, ensuring long-term success. “Overall, it was a very smooth and effective experience for us,” Scott shared. This seamless implementation process simplified the adoption of ProNovos and empowered Beachside Roofing to fully leverage its capabilities for better decision-making and operational efficiency.

Hear more about Beachside Roofing’s experience in our recorded webinar. Watch now and see how ProNovos can help your business. Ready to take the next step? Schedule a demo.