Integrations Updates

We’ve officially been live in CMiC for over 100 days! While we know these first few months have come with challenges and plenty of learning, it’s important to take a moment to celebrate progress. Our Keeley’ns are making strides, and we’re excited to highlight some of the wins that are already making a difference! Improved Processes through CMiC Time entry is quicker and easier, with mobile access making it especially helpful for our field teams. Having one platform across departments creates consistency and continuity. There was a steep learning curve that came with frustration, but as Keeley’ns have learned the system we have received lots of positive feedback! Check runs are faster and can handle larger volumes than ever before. From an Operations perspective, AP coding has been working smoothly, specifically the ability for detailed tracking throughout the process, helping teams stay accurate and efficient. From an Accounting standpoint, we’ve recently made updates to the AP process to increase speed & efficiency (workflow changes, CMiC enhancements, and more). Job setup is streamlined — no more duplicate data entry! Plus, the Salesforce integration has now been turned on which will further improve this process. Subcontract and PO workflows now include full audit histories, giving us visibility into the history and status of the subcontract or PO. Change order management through CMiC allows for more accurate forecasting and better project tracking. The Redlist and Fieldpoint integrations have gone live, both pulling time entered in those systems into CMiC for much easier payroll processing. Reports & Data Easier than ever through CMiC Teams have easier access to the data they need, supporting smarter, faster decisions. Custom dashboards allow Keeley’ns to organize information in the way that works best for them. Job cost drill-down reports & queries provide visibility into spending trends for reference and the opportunity to identify cost savings. Reduced syncing issues between systems mean fewer headaches and smoother workflows. Financial reporting is customizable, so anyone from AP to Project Managers can see exactly what matters most to them. Other Wins & Improvements Custom security settings keep data safe while allowing flexibility where it’s needed and our CMiC & IT teams continue learning more about security to make it work better for us. Training resources through CMiC continue to help Keeley’ns build confidence and learn as we go – with many more training materials to be delivered by the end of the year! There are so many more updates, enhancements, and process improvements that have come to life over the last 100 days since going live with CMiC. All of these wins are a testament to the hard work, patience, and collaboration of Keeley’ns across all teams. Thank you for embracing the challenges, supporting each other, and helping us get stronger every day. We’ll continue sharing wins as we grow with CMiC — and together, we’ll keep making progress!

This integration will share opportunity and account information between CMiC and Salesforce. Once an opportunity is created or updated in Salesforce, all relevant opportunity and account information will be automatically passed to CMiC. Updates to opportunities in CMiC will also be automatically passed to Salesforce. Once a job number is created in CMiC, it will be sent back to Salesforce automatically. It is important to note, however, that opportunities created in CMiC will not be passed to Salesforce, so all opportunities must be created in Salesforce . How the integration works: When an opportunity in Salesforce reaches the Proposal stage or beyond, its data is automatically synced to CMiC. Data from Salesforce to CMiC will be synced every 10 minutes at the :01 mark – ex: 11:01, 11:11, 11:21, etc. Data from CMiC to Salesforce will be synced every 5 minutes on the :00 & :05 marks – ex: 11:00, 11:05, 11:10, etc. The following fields will sync between the two systems: Salesforce ID (Links the opportunity across both systems) Organization / Business Partner Name Current Sales Stage Opportunity Financial Fields Key Dates Organizational Details (Department, Division, Office) Required Opportunity Fields Site Address Important Note: If an opportunity comes over from Salesforce to CMiC and the customer does not exist in CMiC as an Organization – then the customer will show as “New Organization”. If that is the case, then the customer either doesn't exist in CMiC or the Salesforce Account is not linked to an existing CMiC customer. First, search for the customer in the lookup for assigning the organizing. If the customer does not exist in that list, then the customer will need to be set up by Accounting. Please reach out to Sean Fleming for support. With questions or concerns regarding the integration between Salesforce and CMiC, you can reach out to your Operational Finance Team or submit a helpdesk ticket by emailing helpdesk@keeleycompanies.com