Your Presenter
Dave Knowles
TopBuilder Founder & CEO. CFMA Houston Education Committee member with 10+ years advising construction CFOs on data and reporting.
When job costs, bids, and field data live in separate systems, finance teams spend more time reconciling than analyzing. Learn how mid-to-large contractors are connecting it all into one real-time view built specifically for CFOs, controllers, and operations leaders.
What You’ll Learn
Unified data eliminates spreadsheet chaos, connects back office and field, and protects project margins no matter what ERP or CRM you use. Plus: get a streamlined, automated approach for firms considering an ERP migration.
Our sessions cover:
Unified Data Source
Eliminate fractured and siloed data to create a real-time single source of truth for all your construction data and reporting needs.
Real-Time Executive Dashboards
Track annual revenue goals, KPIs, bid-to-award efficiency, gross profit, and revenue per employee.
Financial Health & WIP Analysis
Be proactive by tracking job cost performance and WIP percent-complete; monitor bonding capacity; get under-billing alerts and labor productivity performance.
Job Cost & Profit Protection
Avoid profit margin erosion at the cost-code level with live variance analysis, labor utilization tracking, and material cost monitoring across all active projects.
Bid Tracking & Win-Rate Analytics
Get full-funnel visibility from lead to contract. Track win/loss ratios by estimator, division, and market segment to sharpen your bidding strategy.
Seamless ERP Migration Path
See how the unified analytics layer provides data continuity when migrating from legacy ERP, job cost accounting platforms, or Excel/Access. Your reports stay the same even when the ERP changes.
