Tips to Successfully Implement a Construction Bid Management Software

Cloud-based construction software is secure, reliable, and updated

You experience it every day and it is a constant topic in the office. “This process is inefficient and we’re doing things the old school way.” Yet, change can be overwhelming for a construction business, even though you recognize it is the right thing to do to take your business to the next level.

Here are five things you can do to eliminate concerns around change and successfully implement construction bid management software:

  1. Make sure the features address your company’s core pain points and are easy to use: You’ve identified the deficiencies – whether it be trying to track bids or your workforce on an Excel spreadsheet or a lack of communication across your company. Many construction software packages contain feature after feature after feature…it’s all there for you, but nothing works like your company needs it to work and the interface is busy and complicated to use. Let’s face it, maybe 20% of all those features will actually be used. When evaluating construction software, make sure the solution addresses your company’s core pain points and does it in a way that makes it conducive for all your employees to use.
  2. Get buy-in from your entire team: Typically, the final decision maker for implementing construction bid management is the owner of the company. He or she needs to assure all stakeholders are comfortable with the change and have some ownership of the process. People are resistant to change if they feel something is being forced on them. If they contribute to the overall decision process and the solution solves a problem in their day-to-day life, the success rate for long-term adoption will be greatly increased.
  3. Be prepared with your data: You’re going to want to launch your construction bid management with your company’s data in it. Historical data (perhaps the last year) will provide a benchmark to compare the upcoming year’s forecast against. The data for your current bids and active projects will allow your team to hit the ground running with the current pipeline and active projects. Having it prepared in a template so that it can be easily ‘bulk uploaded’ into your new construction software is important.  If staff gets stuck with having to manually input data and then having to play ‘catch-up’ to actively use and benefit from the tool, it could diminish their enthusiasm and may jeopardize a successful roll-out. If you are interested in a free spreadsheet template that we created to assist our partners with this process, please contact to request a copy.
  4. Don’t buy software that you need to install on a server, manage and support: On-premise software that you purchase is a dying breed. Who really wants another server laying around the office and having to deal with updating software and hardware? Cloud-based construction software is secure, reliable and is updated with new functionality without any user interruption. Cloud-based construction software has a high adoption rate because it can be used anywhere, anytime from any computer or hand-held device – and this is a ‘must’ for the construction industry. Furthermore, most cloud subscriptions allow you to license only what you need vs. buying the entire package.   This allows companies to scale with the software as their business grows and provides a lower cost of entry versus purchasing software. Finally, cloud-based software has the ability to easily integrate with other business systems for streamlined data sharing across platforms.
  5. Understand the implementation process up front: Have your vendor of choice document the implementation process with timelines and make sure your company can meet the timelines, based on existing commitments. A key element of the implementation process points back to having your data prepared, but know what the other components of the implementation are – configuration, testing, training, etc. Many software packages have not been architected with configurability in mind, which results in costly, time-consuming, custom coding by the software vendor. We at Thunderbolt Innovation have numerous customers that have configured and gone live in less than 30-minutes with our cloud construction bid management software.

Hopefully, these tips have been beneficial and will assist your organization with successfully implementing a construction CRM. You may also want to check-out our blog post about Four Things to Avoid When Purchasing Construction Software.




By | 2019-01-14T11:17:34+00:00 November 29th, 2017|Technology, Thunderbolt University|