CMiC Team Member Spotlight: Daniel Bradley

nkreeger • October 17, 2024

When assembling our CMiC core team, we knew that we needed team members with a wide range of experience and skillsets. CMiC will be replacing many existing processes and systems, especially when it comes to financial processes and reporting. Daniel Bradley, Vice President of Finance, is bringing his extensive financial knowledge to the team to ensure a smooth transition for our Accounting Team and our entire company.

 

Daniel’s Accounting and Financial experience over the past 20 years is vital to the success of the CMiC implementation. He earned his Bachelor’s and Master’s degrees in Accounting from the University of Missouri, earned his Certified Public Accountant designation in 2004, and Certified Management Accountant designation in 2013. He began his career in external and internal auditing for six years before transitioning to Oldcastle Materials. At Oldcastle Materials, Daniel spent five years as the Senior Accounting & Reporting Manager and SOX Compliance Coordinator, overseeing a $1.5B division of the company. In 2014, Daniel joined The Kansas City Southern Railway Company where he served as the Senior Accounting Manager of the $2.5B organization. Finally, in 2017, Daniel joined Keeley Construction as Controller before being promoted to Director of Finance in 2022 and Vice President of Finance in 2024. At Keeley, Daniel has helped build one of the most capable Accounting teams in the industry, contributing to over 400% top-line revenue growth.  In his current role as Vice President of Finance, Daniel oversees all internal and external financial reporting & analysis, general & administrative expense budgets, ad-hoc special projects requiring analysis of large data sets, and is active in several #KeeleyCares outreach activities. Daniel was named as the 2020 Controller of the Year by the Controllers Council (in the medium-sized, privately held category) for his professional expertise and the 2020 #KeeleyCares Volunteer of the Year for his philanthropic involvement.

 

As Vice President of Finance, Daniel plays a key role in implementing CMiC companywide by establishing a financial reporting structure & cadence to deliver meaningful, timely information for sound business decisions, ensuring our skilled support teams in Project Accounting, Payroll, Technical Accounting, and Overhead Payables have what they need for a seamless transition between systems, and overseeing the migration and validation of financial data from the previous system into CMiC.

 

“CMiC is important to our continued success for several reasons. First, it will ring improved efficiency. For an organization of our size, we have too many manual processes, especially in Accounting and Financial reporting. By automating these processes, CMiC will reduce time spent on repetitive tasks, improve efficiency, and minimize errors, giving our Accounting team crucial time to focus on more value-added initiatives. Additionally, as Keeley continues to grow, CMiC can scale with our growth, supporting larger projects, more team members, and increasing financial complexity without the need for other bolt-on software services. Finally, CMiC will bring cost savings. Over time, the efficiency gains and reduction in errors will ultimately lead to better resource management.”

 

The Accounting & Finance team’s wide-ranging, in-depth knowledge and decades of experience will pave the way for a successful implementation and rollout of CMiC that all Keeley’ns can be proud of. If you have any questions or want to learn more about the process and what it means for you and your team, you can reach out to Daniel directly at dbradley@keeleyconstruction.com.

100 Days in CMiC

By Jonathan Cox • August 22, 2025
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!

Salesforce + CMiC Integration Details

By Jonathan Cox • August 14, 2025
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

AP Process Changes

By Jonathan Cox • August 14, 2025
The transition to CMiC has uncovered some challenges to our AP processes for project and accounting teams. Over the past 90 days, we’ve been working through these challenges to improve the speed & efficiency of our process. See below for some highlights of these major changes & improvements. New Commitment Policy for Purchases over $25K As of August 1 st , Project Accountants have been rejecting any invoices over $50,000 that lack a valid commitment. As of September 1 st , this threshold will drop to $25,000. This means that commitments will be REQUIRED for all purchases over $25,000. This is a critical change aimed at enforcing procurement discipline and improving visibility over large expenditures. Workflow Adjustment for Invoices Less than $2,500 Invoices under $2,500 are now being routed to the PM only for approval and the Project Accountant is no longer part of the workflow. Approximately 70% of our invoices fall below this threshold, so this change is expected to significantly reduce the volume of approvals and streamline processing for small-dollar invoices. As a PM, please exercise extra discipline in the approval process since you are the last set of eyes on the invoice before it gets paid! Ability to Change/Reassign Invoices Users in operations have the ability to change the job number in the flysheet (header) in Image Manager within CMiC. This means less invoices should be returned to data entry and should result in a quicker turnaround on invoice processing and approval. Users in operations can also reassign invoices to others, rather than needing to reject them back to AP to be redirected. Additional training on this process is taking place in each of the business units. If you miss that training, please reach out to the Operational Finance Team (formerly Project Controls & Project Accounting) within your business unit for support. Importance of Quality Rejection Notes Users in operations will now be asked to categorize their rejections to clear up confusion and streamline the AP process. The three buckets in which you can categorize your rejection are DO NOT PAY, DATA ENTRY, and VENDOR ISSUE. Providing productive comments when rejecting invoices is extremely helpful in getting the invoice corrected or reassigned. If you have any questions regarding how to reject invoices or leave comments, please reach out to the Operational Finance Team (formerly Project Controls & Project Accounting) within your business unit for support.