Application Development  Report Design  Web Design

Crystal Report Design Case Studies:

Billing Management

The Process:  A Contractor submits an AIA or Time & Material billings to the owners and awaits payment.

The Problem: Different owners have different requirement on the type of billing format, the change order billing method, and the owner waiver submittals. Owners are unhappy with the billing and payment is delayed hence the contractor’s cash position is weakened and subcontractors are also unpaid and unhappy. Also the bills were generated outside of the accounting system thus increasing the likelihood of erroneous entries.

ITO Solution: A Crystal Clear decision:

With the power of Seagate Crystal Reports we designed billing and owner waiver formats that are compatible with owner requirement. A change order billing was also setup to be billed separately.

In addition to increasing the employees productivity, we also preserved a healthy owners relationship both of which pave the way to more profit be it via decreasing cost or increasing revenue. All the more reason to satisfy owner billing requirements.

Supplier Chain Management

The Process:  A subcontractor submit waivers for the amount of the check to the general contractor and awaits payments.

The Problem: Subcontractor has not submitted insurance information, a signed copy of the subcontract, or a signed copy of the change order.  The subcontractor does not receive payment and the relationship is damaged. Subcontractor could lien the property and the relationship with the owner is also ruined.

ITO Solution: A Crystal Clear decision: We designed a Crystal report linked to the accounting system that has four components:

1. A cover letter including a details of needed documents in addition to the waiver.

2. Insurance requirement page.

3. A final or partial waiver to be signed (multiple formats to meet 20 different owner requirements).

4. An Access database to track secondary waivers.

The Subcontractor now is aware of all the documentation required in order to receive payment and the relationship is maintained.