Why Digital

Transformation is a

Strategic Imperative

for Your Firm

ROG + Growth & Ownership

Strategies Conference

Today’s Agenda

• Digital disruptors in A/E/C

• What is digital transformation?

• Why is it a strategic imperative?

• What opportunities exist for my firm?

• Disruptive technologies for leading digital transformation

• Digital transformation in A/E/C case studies

• Q&A Session

A/E/C INDUSTRY

Digital disruption in the

TRANSFORMATION?

What is Digital

MICROSOFT CLOUD

Driving Digital Transformation with the

•Who knows who? Who have we worked with?

•Relationship KPIs, activity history and relationship health indicators

• Identify higher probability opportunities based on relationship health.

•Quickly pinpoint trouble spots and who needs the most attention.

•Monitor social activity from popular social platforms (Twitter, Facebook, etc.).

•Analyze social sentiment to proactively address customer service hotspots

• Identify and create Leads in CRM from social media posts

•Automatically spawn collaboration groups from CRM

• Embed email, calendars, Yammer feeds, SharePoint sites, and OneNote documents into CRM pursuits

• Easily invite internal and external parties to collaborate on pursuits, proposals and projects!

• Provide HR, project, admin and reporting self-service through Dynamics 365 business applications

• Provide access to tools and data any time, anywhere using Dynamics 365 and Power BI mobile experiences

• Optimize employee growth through Dynamics 365 for Talent application

Empower your employees

Engage your customers

Employee Self-Service Access

•Project Approvals

•Procurement Activities

•HR/Payroll Information

•Admin Activities (Time & Expense)

•Reporting/BI

•Manager Self-Service

Pervasive Mobile Experiences

Expense Capture

Time EntryInvoice

ApprovalsProject Work Finder

Power BI Mobile AppYour firm’s analytics and reports available anytime, anywhere

Microsoft Driving Digital Transformation in A/E/C

• Accelerate and automate key processes in Dynamics 365 to increase the speed of doing business

• Employ intelligent resourcing tools in Dynamics 365 to find best-fit resources and optimize utilization

• Use Dynamics 365 and Power BI to provide Project Managers with tools to drive successful projects

Engage your customers

Optimize your operations

Pass-Through Invoice Automation

• Electronic invoice capture

– Email import

– Scanning

• OCR automated indexing

(coding)

• Automated routing and

approvals

• Mobile access for approvals

• Invoice document archival

• Auto-generate scanned

backup for billing

Intelligent & Self-Selection Resourcing

• Plan project work and

deliverables to meet deadlines

• Leverage skills, education,

certifications, and project

experience to find best-fit

resources

• Optimize and balance

utilization levels

• Mobile app self-service for

finding and applying for

project work

Real-time Project Manager Visibility

• Real-time project

transaction visibility

• Project approvals

• Budgets vs. actuals

• Forecasts

• Progress tracking (ETC/EAC)

• Earned value management

• Gain insights from Customer Insights and Power BI to identify new service offerings

• Leverage Azure IoT and Cortana Intelligence to create new data driven services and solutions

• Create new, recurring revenue streams and subscription services (data collection, monitoring, analytics)

Microsoft Driving Digital Transformation in A/E/C

Engage your customers

Transform your service offerings

4 Ways Smart, Technology-Driven Firms

are Using Big Data

Monitoring sensor data for structural integrity

RFID data for equipment and materials tracking

Field data collection

Project and safety risk mitigation

Leveraging Data to Drive New Services

Predictable, Recurring Revenue Streams

0

1

2

3

4

5

6

Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month10

Month11

Month12

Project Revenue vs. Recurring Contract Revenue

Project Revenue Recurring Revenue

IN A/E/C

Digital Transformation Case Studies

Creating a customer-centric platform to redefine client engagement

HKS

“Our goal is to ensure clients have full confidence that we understand their needs and their business—as demonstrated by the thoroughness and accurateness of the information and insight brought into every interaction with anyone on our team.”

Jack Clark

Vice President of Business Systems, HKS

Objectives• Improve effectiveness of

marketing pursuits

• Better evaluate opportunity, profitability and risk

• Maintain precise documentation on all interactions during sale

TacticsConsolidated multiple systems into Microsoft Dynamics 365 leveraging other Microsoft technologies including Microsoft SharePoint, Microsoft O365 and Microsoft Surface devices.

Results• Accelerated delivery of sales &

marketing campaigns

• Pursue more viable business opportunities

• Maintain strong customer relationships

• Improve mobility

Q&A

• Thank you for attending today

• If you have questions or would like

more information, please stop by our

booth

• Or reach out to us at:

Michaeld@SAGlobal.com

• Enjoy the rest of your day!

In Closing

Thank You!