Cosential vs InEight

• Inputting of companies and leads who may become prospects.
• Creating specific opportunities for construction projects.
• Tracking opportunities through the entire sales cycle.
• Inputting detailed notes and activity by the Sales team.

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• Ease of tracking cost throughout the estimate - The software enables the user to quickly pull up reports and verify, crew hours, equipment hours and the total cost of these items. We can look at our labor and equipment budget on a project in a matter of seconds.
• Pay item and Proposal Screen columns - This enables the user to quickly look at the overall estimate from a cost and margin standpoint. There are a lot of features to choose from in the columns which give the user choices to share in a group setting when reviewing the final bid proposal. some key elements that we like to use are: Total Cost, Margin, Forecast Qty, Subtotal Amount, Subtotal Description, Lock Price, and Rounding Precision.
• PBS Screen - This screen is a great resource for quick snapshots at direct and indirect costs on a project. We also use subcontractor and vendor status frequently.
• Job Properties - This is ultimately one of the best features in the software, it lays the groundwork for each project and gives any user the background for the project.

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• The open software is somewhat difficult to master as an administrator.
• Report writing could be more intuitive.
• The company seems to cater to larger users.

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• We would like to be able to workflow documents without them being restrained or maybe have a view that shows restrained and unrestrained as latest/current. We treat our Project Contractor's "As Received" documents as the latest/current whether we've completed our review or not.
• We'd like users not to be able to reply to the transmittal system generated email address as emails go into unregistered mail
• Documents - Comments Register - Request to have Default values available for specific fields
• When we issue reviewed Contractor documents to Teambinder - External Contacts they are required to download the document, download comments (if applicable) and if we've made redline mark ups click on Red Magnifying glass and print document to PDF (and this won't include any comments made with mark up note). They could end up with 3 separate files per document. Also, on the sent transmittal after you select "Download all Transmittal files" button, the "Download All" button only downloads the documents and the "Download Comments" button doesn't include comments made by redline markup. I don't believe this supports the "single source of truth" and could easily lead to confusion. How can I be confident our minor service providers, third parties, government departments etc. will download and use the correct "as returned" version of the document, for example, if it's a drawing we've assigned review code 2 or 3 too they need the drawing and comments to use. TeamBinder document review options consist of:
• Download: (mark up a hardcopy scan and upload it as an attachment), Redlines: mark up (red-line) the document and make text comments and Text comments: Click the Add/Edit link in the Comments column to add electronic comments to the documents. Teambinder transmittal "Download Comments" should include ALL comments no matter which combination of review options was used. We don't use redlines as we cannot ask our external recipients to produce their own PDF's.

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• Allowed for common tracking by business developers in different regions.
• Helped us quantify effort.
• Provides great reports for management.

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• the positive impact is that it has helped us better gauge staffing and staff jobs appropriately
• negative impact is that it takes a lot of time for new users to learn the software
• the positive impact is that many of our clients use it, making collaboration easier with them
• positive impact is that we can see our percent complete easier
• positive impact is that it is easier to share documents to our team internally

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