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Integration of Project Management and Accounting Systems for Streamlined Operations

sparkbusinessworks.com

Construction

Business services

Real estate

Operational Inefficiencies from Disconnected Systems

Farris Construction faces challenges with manual data entry between disparate project management and accounting systems, leading to delays, errors, and limited real-time visibility into project financials and timelines.

About the Client

A Georgia-based general contractor specializing in residential and commercial construction projects, seeking to optimize operational efficiency through technology integration.

Key Goals for System Integration

Automate data synchronization between project management and accounting platforms
Reduce manual administrative tasks by 50%
Improve accuracy of financial reporting and project timelines
Enable real-time dashboard visibility for stakeholders

Core System Capabilities

Bidirectional API integration between systems
Automated invoice generation from project milestones
Real-time budget tracking dashboards
Customizable workflow automation rules
Role-based access control for financial data

Technology Stack Preferences

Cloud-based integration platform (e.g., AWS AppFlow)

RESTful API architecture

SQL database for transactional data

React.js for dashboard interfaces

Critical System Connections

Procore (project management)
QuickBooks Online (accounting)
Microsoft Azure Active Directory (authentication)
Power BI (reporting)

Performance and Security Standards

99.9% system uptime SLA
Role-based data encryption at rest and in transit
Support for 500+ concurrent users
Automated failover and disaster recovery

Expected Business Outcomes

Implementation of integrated systems is projected to reduce administrative overhead by $120,000 annually, accelerate project closeout timelines by 40%, and improve financial forecasting accuracy to within 2% variance for 90% of projects.