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Construction Viz Feature: Flexible Workflow Management

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Construction projects can be very unique, not unlike the work processes supporting them. It's not uncommon for workflows to remain "fluid" through most of a project lifecycle as scoping requirements change, team members join, and the parties involved agree to work processes. This inherently dynamic nature of construction projects is why we designed Construction Viz to be as flexible as possible.

Construction Viz lets you work the way you want, with pre-configured ad-hoc workflows built into each app. And you can further customize your workflows by leveraging the power of Microsoft 365 Power Automate. No other construction project management software gives you so much control over how you get your projects done and delivers solutions right in your own Microsoft 365.

Construction Viz workflow features

Workflows are critical for managing projects in a project management information system (PMIS). Project teams use them to route forms for review, populate fields based on conditions, and email content for review and approval, to name just a few examples.

So what workflow features does Construction Viz offer?

Out-of-the-box workflows – You get access to ad-hoc workflows with Construction Viz on day one. Pick a reviewer, assign a due date, and send it off for action.

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Email notifications – You can send automated actionable emails to a single reviewer or a group of reviewers. A complete email history log ensures your emails are never lost.

System notifications – Every user you assign as a reviewer receives a notification alert within the Construction Viz Hub with actionable drill-down capabilities.

Form due dates – Based on priority, you can automate standard Target Due to ensure adherence to contract requirements.

Ball in court – Every form log includes a ball-in-court displaying each reviewer's status so you can analyze the data across all records.

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Dashboards – Dashboards display every record by status and by each reviewer so you can quickly identify bottlenecks.

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Reports – Outstanding response reports provide formal documents you can export to PDF, Excel, Word, etc.

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Microsoft 365 Power Automate integration – Power Automate is Microsoft's enterprise workflow solution for Microsoft 365. Construction Viz deeply integrates with Power Automate allowing users to create custom workflows and add them to any of our apps, extending the capabilities and providing unlimited possibilities. Here are a few examples:

  • Automating complex Construction Viz team review and approvals based on form conditions
  • Integrating Construction Viz data with Microsoft 365 services such as Outlook, To Do, Planner, Excel, Teams, and even external systems like SAP and Oracle.
  • Automating Construction Viz Power BI report creation and distribution
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Check out my previous blog article, Your Flows, Your PMIS: Power Automate & Construction Viz, for more information about how Construction Viz and Power Automate can turbocharge your construction project workflows.

Learn more about Construction Viz

Construction Viz is all about choice, and it is the only construction management software platform built for Microsoft 365 and designed around how you work and where you work. Find out more about Construction Viz and how we can help you manage your projects with a free, no-obligation consultation and demo.

PWAs and the future of mobile apps with Construction Viz

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We built Construction Viz as a progressive web app (PWA), which offers our construction industry clients many powerful capabilities out of the box. Read on to learn about PWA technology and how it is a game-changer for construction project management.  

Traditional web apps that you install on your device have been around for over ten years. Think iPhone apps. Traditional web apps typically:

  • Require users to download an app from the Apple App Store, Google Play, or the Microsoft Store
  • Are custom-built applications that live on a specific platform, separate from the fully-featured business application
  • Require frequent updates and constant maintenance
  • Only provide a reduced or watered-down version of the complete web application.

Progressive web apps take things to the next level.

The Advantages of Progressive Web App Technology

So what is a progressive web app, how is it different from a regular web app, and why is this technology critical to delivering a leading-edge Project Management Information System (PMIS) of the future?

PWAs, unlike traditional web apps, are browser-based cross-platform mobile apps. These fully-featured applications behave just like a desktop application but run in your browser.

Progressive web apps have many advantages over traditional web apps, including:

  • They are responsive across devices for a mobile workforce.
  • They work on any modern browser.
  • They behave like desktop applications independent of the browser.
  • They allow for access to device hardware such as sensors, cameras, and GPS.
  • You can work offline (yes, the entire application, not just a form).
  • They utilize push notifications such as chat, weather updates, changes to content, event reminders within your operating system.

PWAs are are considered the future of mobile app development and many companies, including Microsoft, are making the move.

Why Progressive Web Apps Matter for Construction Project Management

There are four reasons why you, as a service worker or manager in the construction industry, should want a PMIS powered by progressive web app technology:

  1. PWAs will replace traditional apps, so you are future-proofing your investment by selecting a tool built with the latest generation of app technology.
  2. PWAs support offline access critical to construction work which often entails working in remote locations without reliable internet access.
  3. PWAs are a more cost-effective solution since there is a single application across all platforms, considerably reducing development and support costs.
  4. PWAs enable you to take advantage of any sensor tech in the end user's device or hardware, opening up advanced capabilities (like geolocation) critical to construction projects.

Lydon Solutions built Construction Viz from the ground up in React, the latest in client-side development technology, to be a progressive web app. Construction Viz users can take advantage of all the benefits of PWA technology that I described above.

Construction Viz added to the Start menu in Windows 10

Construction Viz added to the Start menu in Windows 10

The entire Construction Viz application can go offline, not just a form

The entire Construction Viz application can go offline, not just a form

Video of Construction Viz Daily Report rendered on an iPhone (no app required)

Get a Free Consultation & Stay in Touch

We invite you to schedule a free demo and consultation to learn more about how Construction Viz can help your organization reduce cost, stay on schedule, and be more efficient with your construction programs and projects. And don't forget to signup below to join our mailing list, so you don't miss any future updates.

If you can measure it, you can manage it with Construction Viz Task Manager

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Being a construction project manager is a demanding job where all responsibility for a project's success falls on your shoulders. You spend most of your time herding cats, trying to hold your team members accountable while working in a matrixed organization. It's not enough to email a team member when a deliverable is due. You need constant reminders when follow-ups are required and a simple but effective means to monitor and report progress.

We designed the Construction Viz Task Manager App for project managers like you. Construction Viz Task Manager has everything you need to plan, track, and report on your team's project and program tasks within one powerful app.

Construction Viz Task Manager Key Features

The Construction Viz Task Manager app installs easily into the Construction Viz Hub and integrates with our full lineup of construction project management apps. Task Manager provides a 360-degree approach to managing tasks, including the following features:

  • Dashboard summary. As a PM, your time is limited. Task Manager lets you quickly see the status of your project team's tasks in configurable dashboards with drill-down capability.
  • List view. Task Manager lets you see all your tasks consolidated into a centralized list view. You can use this pre-defined view to quickly group, filter, search, and report on your team's tasks.
  • Board view. Want an easy way to see the progress of a task? Task Manager's board view uses a Kanban approach to managing tasks with configurable buckets and swim lanes so you can see progress made by each team member. The app highlights any behind schedule tasks in red, allowing you to target those items for immediate follow up.
  • Calendar view. Seeing when tasks are due in a familiar calendar layout is invaluable. Task Manager's calendar allows you to proactively manage when tasks are forecast to be complete using daily, weekly, or monthly views. Since Construction Viz uses SharePoint as the backend, you can even link your Task Manager calendar to your Outlook calendar.
  • When you assign a task to someone in Task Manager, the app automatically sends the assignee an email with a link for them to take action. Task Manager integrates with Microsoft Power Automate, letting you tailor the timing and frequency of email notifications for your business processes so that frequent reminders do not go unnoticed. Like all of our apps, tasks from Task Manager also display in the Construction Viz notification center, ensuring you and your team always know about items requiring your attention.
  • Task Manager integrates with other Construction Viz forms and apps. Task Manager integrates across the suite of Construction Viz apps, streamlining your workflows. For example, if you are in a Construction Viz RFI form, you could create a task and assign it to a team member, thereby associating the two records. Now, anyone viewing the task can see the linked RFI record and vice versa. With Task Manager, you no longer have to bounce between one system to know when a task is due and another to view the work item. Everything is readily accessible and interlinked directly in all the relevant Construction Viz apps.
  • Use any device with full mobile responsive and offline support. Task Manager, like all our apps, is fully responsive on any device. You can also work offline without an internet connection.  So whether you are at the office or in the field, you can always manage your tasks.
  • Adaptive Cards integration. Task Manager takes advantage of Microsoft's Adaptive Card technology, allowing team members to work in Outlook without ever logging into any system.  Task-driven cards make it easy for team members to respond to tasks wherever they are and on any device using Microsoft Outlook. You can read more about Construction Viz and Microsoft Adaptive Cards in this blog post.

See what Construction Viz Task Manager can do for you

Construction Viz is the most flexible construction project management solution available for Microsoft 365 and SharePoint. Find out how Construction Viz and the Task Manager app can help you better manage your construction projects and programs with a free consultation and demo.

Simplifying PMIS Processes and Training with Construction Viz

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You want your project teams set up for success from day one. Construction Viz makes it easy to access, update, and manage your processes and training materials so your team can focus on the project deliverables that matter.

When organizations roll out a brand new Project Management Information System (PMIS), the last step in the implementation often goes something like this: Here’s the system, attend a generic training session, start using the system, and oh by the way, here is a binder of training material that you can read up on how to use the system. These processes and training resources are often out of date and rarely tailored around how YOU do business. If your team members need training while in the system, they will have to seek out the latest training material, forcing them to lose focus on what they were doing and slow productivity. Is it any wonder no one wants to use that brand new PMIS system?

With Construction Viz, we simplify how project teams access, update, and manage processes and training, ensuring that projects are efficiently moving forward.

Construction Viz Puts Your Processes and Training Materials Front and Center

Setup. Construction Viz treats training and process documentation as an integral part of the system, not an afterthought. When you install Construction Viz in SharePoint, the software automatically creates a library for storing processes and training materials linked to each of your installed apps. You can then add custom process and training material for any app by inserting the appropriate metadata into your documents, ensuring that these materials are at your fingertips when you need them and easy to update and maintain.

Format.  Construction Viz lets you open Microsoft Office applications (Excel, Word, Visio, One Note) in any modern browser without having to download documents to the desktop. So, regardless of which device you are on, you can open and edit your training and process documents. You can even have multiple people simultaneously edit the documents with robust permission and version controls, ensuring that you are always working off the latest materials. Construction Viz also supports all major document and media formats, including video.

Navigation. Each Construction Viz apps includes links to the process and training resources right above the work area, giving you direct access to the information you need where you are working. Everything is right there in front of the user.

Getting Documentation And Process Right

One of the common reasons PMIS deployments can fail after deployment is low user adoption, often resulting from a lack of adequate training and documentation. With Construction Viz, we integrated training and process document tools right into the system so that your project teams can hit the ground running with everything they need from day one.

Navigation to Processes and Training within each App
Process workflow diagram in Visio Online
Steps for workflow in Excel Online
Training Manual in Word Online

Get a Free Demo and Consultation

Several major owners, construction managers, and utilities use Construction Viz every day to manage multi-billion-dollar projects and programs. Contact us now for a free demo and consultation to learn how Construction Viz can help your organization better manage your projects.

Manage your projects in Outlook! No, really!

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Embracing new technology is often a challenge in construction. While technology can help organizations be more efficient, it is challenging to keep up with the constant changes and new systems required to do the job. To add to this dilemma, every contractor, construction manager, and owner have their own Project Management Information System (PMIS) that team members must learn to conduct business. As a result, actual construction productivity takes a hit due to additional training, double-entry, errors, and general user dissatisfaction. It's no wonder most construction organizations are hesitant to leave old faithful: Microsoft Outlook and Office.

So the challenge is, how do we make it as easy as possible for the construction team to do their job and remove the technology burden of learning and working with multiple PMISs? What if you could work in Outlook or Office entirely without ever having to log into another system?

Welcome to Adaptive Cards

With the flexibility of the Microsoft Power Platform and Adaptive Cards, we have removed the users' burden of learning another PMIS by allowing them to work directly in Microsoft Teams or Outlook. By leveraging Power Automate and Adaptive Cards technology, users can now receive actionable task-focused cards. To respond, users open a card to view the content, review a task, or respond with comments. Work entirely from email or Teams—no need to even log into a PMIS.

The Key Benefits of Adaptive Cards

You may be thinking that your PMIS already sends out emails when there are tasks due. How is this different? Adaptive Cards are the future of actionable messages and notifications. They are essentially small interactive applications.

The are many benefits to Adaptive Cards:

• Cards are responsive to any device.
• The card user interface can be simplified and tailored to perform specific tasks. Using the KISS (keep it simple) approach, we can make it easy for users to review content and respond.
• The cards can include logic to prompt questions and responses without logging into the actual PMIS and never leaving the email.
• Cards can read and write data with various systems such as Microsoft 365 or SharePoint, SAP, Oracle, etc.
• Cards can leverage Windows 10 notifications.
• Cards integrate with Microsoft Teams Chat, Timeline, and Outlook.
• Cards can leverage assistants such as Cortana or a web chatbot.
• Dashboards can be delivered using feeds from multiple Adaptive Cards.
• The cards can include security extended from native applications.

Lydon Solutions can build Adaptive Cards for any PMIS using our pre-defined templates. We even integrated Adaptive Cards into the notification system of Construction Viz, our PMIS for Microsoft 365 and SharePoint. By meeting the user where they work in Microsoft Office and Outlook email, Adaptive Cards keep users in their natural activity flow without interruption, making for more efficient and happier project teams. A win-win.

Adaptive Card for a Construction Viz Submittal Form email notification

Deploy Adaptive Cards for Your Construction Projects

Find out how we can leverage our existing Adaptive Card templates to simplify your workflows and provide team members access to project data in the applications they use every day. Contact us for a free consultation and see how we can help your organization with its digital transformation to Microsoft 365.

If you need a turnkey PMIS for managing your projects in Microsoft 365, learn more about using Construction Viz for project management.