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StakeholderGoalsPain PointsHow to Sell the Vision
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Leadership- Improve profitability
- Reduce wasted labor hours
- Eliminate manual data entry and rework
- Build or maintain a competitive moat through tech innovation
- Standardize processes across teams
- Create scalable processes for growth		- Time wasted across the company
- Having to rapidly grow overhead costs to keep up with new projects
- Overspending on materials eroding margins
- Lack of standardization of process across different projects
- Project delays damaging customer relationships and incurring penalties
- Lack of real-time reporting to track how projects are actually performing		- Concrete ROI: why this tech investment will generate positive returns
- Hours saved per week per team
- $ saved on materials
- Increased rate of winning larger jobs or jobs in new profitable sectors
- Attracting and retaining the best talent
- Eliminate re-work
- Set the business up for efficient scale

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IT- Maintain smooth operations for company systems and integrations
- Streamline operations via the strategic addition of new technologies
- Protect company data
- Avoid cyber threats		- Systems not integrating with each other seamlessly
- Technology implementations take on average 2x the time most companies promise
- Data integrity being lost
- Cyberthreats and data breaches
- Maintaining compliance standards		- This technology has a proven track record of successful implementation
- How it's going to help the company get more value from the overall tech stack
- Answers to security and compliance questions
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Field- Ensure projects get completed on time
- Reduce rework and time consuming tasks not related to installation
- Maintain high safety standards
- Do the highest quality work possible		- Time wasted creating requisitions and figuring out where and when materials are arriving
- Time wasted going back and forth with the office on order details
- No easy way to easily check on order statuses
- On average, 8 hours a month wasted on materials management
- Time wasted on re-work when installation not properly completed
- This technology will make it easier to do the work you like least
- It'll be fast for you to reorder previously ordered materials, and create lists so you don't have to write out each order time and time again
- You'll know when materials have been ordered and when they are arriving without needing to call the Purchasing Agent each time to clarify
- This will help you avoid rework
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Project Management- Ensure projects get completed on time and on budget
- Ensure best practices are implemented
- Standardize and streamline processes		- Project delays due to materials-related issues
- Staying on top of progress and work completed is time-consuming
- Communicating with GCs and tracking changes is manual
- Labor productivity is hard to track and improve		- This technology will help ensure projects are completed on time and on budget
- This technology will help ensure standardization across all our projects
- This technology will help us win more business
- This technology will help us communicate better with our GCs
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Purchasing- Get the best price possible
- Ensure the right materials arrive on the jobsite at the right time
- Keep material spend within project budgets
- Build strong vendor relationships to ensure the highest quality service
- Maintain clear communication around the status of materials orders 		- Time spent on manual data entry and rework
- Systems don't talk to each other
- No easy access to accurate pricing or availability
- Requesting quotes is too time consuming
- Overspending on materials
- 1 PO costs $68 to process end-to-end		- This will take away manual data entry and rework which takes up a huge amount of time
- This will help us get the best price possible and avoid backorders
- This will help you stay in sync with other parts of our company better
- This will help you have data around our purchasing at your fingertipcs
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Finance - Ensure the books are closed in a timely manner
- Ensure financial data in the ERP system is accurate and up to date
- Oversee accounts receivables
- Oversee company spend and budgets
- Manage cashflow and issue payment to vendors in a timely mannger		- 3 way match between POs, invoices, and deliveries is manual and error-prone
- Tracking payments is time-consuming and manual
- Too easy for rebates to be missed
- Variance between payment terms makes it hard to optimize cashflow
- Systems don't talk to each other
- No approvals automation in place risks unruly spend		- This will help get the books closed on time
- This will ensure financial data in the ERP system is accurate
- This will reduce the amount of manual data entry needed to keep the ERP system up to date
- This will ensure we only ever pay for what actually arrived
- This will prevent unapproved spend from happening
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