Lesson #2 Recreate the Wheel

Lessons Learned Implementing Viewpoint’s Project Management Module

Viewpoint Construction Software

Be careful what you wish for!  I got what I wanted, to be the guinea pig of the implementation of Viewpoint’s Project Management module as I detailed in Lesson #1.  I really had no idea where to start, so I went back to basics.  I got a legal notepad and pen.  I wrote down a list of all the functions that our Project Management team did using a computer.  Next to each function, I wrote what software we used to perform it (Excel, Word, Outlook or existing PM software).   I wrote down things like Drawing Logs, RFIs, Meeting Minutes, Change Orders, RFQs, etc.  I set my first goal, which was to target the functions that we performed in our existing project management software.

With my target list, I started one function at a time.  I would literally create, for example, a Submittal in my old software and then go step by step to perform the same function in Viewpoint.  I would then look for the variations in the steps or any missing/additional data.  I learned how to create custom fields for any additional data that we needed in Viewpoint.  There were not a lot of custom fields needed, but having this ability was a game changer & gave us increased productivity.  For example, we added a custom field to RFIs that allows us to identify RFIs by division #, thus making it easier for our pre-construction team to review subcontractor quotes.

After I nailed down the first function, I would move on to the next one.  I tackled it one step at a time and I practiced each function in the sample company.  I called Viewpoint Tech Support (among the best tech people ever!) and they walked me through any rough spots.  I also hit the F1 key in every form and every field to read the help guide.  The more I read, practiced, and tinkered with it, the more I realized the power this software would provide us.

At times, you may feel like I did, that I was recreating the wheel, but it ended up being great for our company.  This transition is an opportunity to review workflow, fine tune your process and in the end make your staff more efficient.  Slowly but surely, we got rid of the majority of our Excel and Word usage by streamlining those functions to Viewpoint.  My advice is to go out and re-create your wheel!

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3 Comments to “Lesson #2 Recreate the Wheel”

  1. […] the rest of Lesson #2 Recreate the Wheel – Lessons Learned Implementing Viewpoint’s Project Manageme… at the ANF Group […]

  2. Mando says:

    We purchased Viewpoint sometime ago and still havent implemented it in our company yet. We are a construction company in El Paso Texas and need help with the implementation if you can refer someone to us that would be great. I have my bachelors in Computer Information Systems and it does seem a bit overwelling but i am really anxious to get this software running and starting getting some ROI on this costly software. Any help would be grately appreciated

  3. Delilah says:

    Mando, we didn’t use a consultant with our installation. However, I would research your questions on the Viewpoint Forum. The VP Techs are also invaluable with their help. Are you attending the conference this year? It is a great place to network with other users and VP consultants. You can also post questions on the VP group in LinkedIn.

  4. We did not use an outside consultant, although I know that many VP Users have used a format called “Train the Trainer”. Basically you hire a consultant to train you & then you spread the training to your staff. I would recommend the steps included in my blogs & also attending the User Conference to network with other users (we have all been there before & can help you out). If you have specific questions post them in the VP Forum or on the LinkedIn Group.

  5. […] the rest of Lesson #2 Recreate the Wheel – Lessons Learned Implementing Viewpoint’s Project Manageme… at the ANF Group […]

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