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Presented by Sandy Kayser and Daniel Williams April 2011

Company Overviews

Procedural Background

Integrated Systems

Reports

Agenda

COMPANY OVERVIEWS

• Arizona• California• Colorado• Florida• Georgia• Illinois• Kentucky• Maryland• Nevada• NY/New Jersey• N. Carolina• Pennsylvania• S. Carolina• Tennessee• Texas • Virginia

Burt Sperber & Crew ~ Circa 1949

ValleyCrest Corp. Headquarters ~ 2004

ValleyCrest Corp. Headquarters ~ 2008

Founded in 1949, ValleyCrest is the nation’s leading full-service landscape company, offering:

• Pre-construction services

• Development • Maintenance

• Sales approaching $1 billion

• Over 10,000 employees

• 112 offices nationwide and in the Caribbean and the United Arab Emirates

Key Statistics:

Company Overview

• Pre-Construction • Site Development• Landscape Installation• Irrigation Installation• Water Features• Hardscape • Tree Relocation

Country’s largest landscape construction firm backed by a national network of resources with proven technical superiority, set apart by human ingenuity.

ValleyCrest Landscape Development

ProductsManaged ServicesEnterprise ApplicationsEnterprise SolutionsTechnology Staffing

Partners Consulting has over 500 consultants, with headquarters in Buena Park, CA, and operations in Atlanta, Chicago, Dallas, Denver, Detroit, Houston, Los Angeles, Orange County (CA), San Diego and San Francisco

History

Oracle Certified Partner Microsoft Gold Certified PartnerSun Software Solution Award recipientHelp Desk Institute Certified SAS 70 compliant Data Center SEI’s Capability Maturity Model Integration (CMMI) Level 5IBM Business Partner

Credentials

1999 ValleyCrest hires AniWorld to write Estimation Software

2001 AniWorld creates integrations for ValleyCrest between Expedition 7.0 and JDE World

2003 ValleyCrest upgrades to JDE OneWorld

2003 AniWorld becomes Primavera Technical Partner

2005 ValleyCrest migrates JDE from AS400 to SQL Server

2005 AniWorld acquired by ITresources

2006 ValleyCrest migrates from OneWorld to EnterpriseOne

2008 ValleyCrest upgrades to Contract Manager 11

2008 Partners Consulting, CPSG, and ITresources merge

2010 ValleyCrest expands operations to Middle East

History

• Master Planned Communities

• Urban Infill Residential• Single Family Estates• Streetscapes• Assisted Living Facilities

Project Types:

Partial Client List:

• Lennar• Biltmore Farms• Kennecott Land• Turnberry Associates• Hanover Companies• Trinity Developments

Marquee Projects:• Baldwin Park• Independence• The Ramble• Daybreak The Ramble ~ Biltmore Forest, NC

LaQuatra Bonci Associates/Cloos Landscape Architects

• Hotels & Resorts• Gaming• Timeshare• Theme Parks• Stadiums & Arenas• Parks

Partial Client List:

• The Walt Disney Company• Four Seasons Hotels &

Resorts• Hyatt Hotels & Resorts• Gaylord Entertainment• The Kraft Group• McCourt CompanyMarquee Projects:• Patriots Place• LA Dodgers Stadium• Disney’s Animal Kingdom• Umstead Hotel & Spa• Gaylord Hotels• The Rose Kennedy Grnwy• Firefighter's Memorial• Frog Pond Park

Project Types:

Umstead Hotel & Spa ~ Cary, NC

EDAW

• Lifestyle Centers• Urban Mixed-Use• Malls• Restaurants

Project Types:

Partial Client List:

• Simon Property Group• The Mills Corporation• Steiner + Associates• The Kraft Group• General Growth

Properties

Marquee Projects:

• Downtown Disney• Mall of Millennia• Natick Mall• Northpark Mall

ExpansionNatick Mall ~ Natick, MA

Vanasse Hangen Brustlin, Inc

Project Types:

• K-9 Schools• High Schools• Colleges & Universities• Museums• Cultural Institutions

Marquee Projects:• Harvard University • Duke University• MIT• LACMA• Boston College 9/11 Mem.• Wellesley College• Olin College• Wheelock College

Partial Client List:• LACMA• Harvard University• MIT• Boston College• Olin College

LACMA ~ Los Angeles, CA

• Office Buildings • Corporate Campuses• Hospitals

Partial Client List:• Howard Hughes

Corporation• Turner Construction

Company• Draper Labs• F.N. Thompson• Linbeck Construction• Walsh Construction

Marquee Projects:

• Blue Cross/ Blue Shield• Draper Lab• TIAA-CREF• Federal Express Tech

Campus• Massachusetts General

Hospital

Project Types:

TIAA – CREF ~ Raleigh, NCTIAA – CREF ~ Raleigh, NC

HGORHGOR

The Technical Scoop

Project Management package is Contract Management 11.1 Service Pack 1 (CM)

Financial package is EnterpriseOne 8.12ValleyCrest uses SQL 2005

The SQL servers are HP 460 Blade running Windows 2003 64 bit SQL cluster

Three servers process integrations for over 1000 projects averaging 2000 integrations nightlyThe integration servers are HP 460 Blade running

Windows 2003 with 8 GB of RAM and 4 processors

Nightly integrations generally take two hours

Integration Architecture

Why use an Integrated System?

Reduce duplication of effortEnsure change orders are properly tracked and

billedUtilize information from both systems to produce

an accurate projection of projectReduction in paper outputMaintain integrity between the project

management and financial systemsStandardize the Project Management operations

Flow of InformationNightly Integrations

From EnterpriseOne to Contract Management Projects Purchase Orders Accounts Payable (Invoices) Accounts Receivable (Billings) Actual Costs Payroll (1x a week – Wednesday night) Cost at Complete Margin Analysis

Interactive Integrations (Immediate)From Contract Management to EnterpriseOne

Budget Change Orders Extra Work Change Orders Internal Budget Revisions

From EnterpriseOne to Contract Management Cost Codes Original Budgets Company Contacts

Typical Process

Project is set up through Corporate in EnterpriseOne (information obtained through Sales Force)

An integration brings project into CM The branch begins control procedures in CM including submittals

and RFIs Budget is set up in EnterpriseOne and integrated into CM Estimates, change orders, subcontracts, requests for proposals

are created in CM with the change order and subcontract information interactively integrated into EnterpriseOne

Purchase orders, invoices, customer billings, subcontractor invoices, payroll are done in EnterpriseOne and brought over nightly through integration

It’s not the IRS but there are audits!

To maintain accountability and integrity, two different types of audits are performed.

Quarterly financial audit Semi-annual branch audit – overall

procedures and policies

Reports

Several types of reports are used to assist in the audits. The reports used for CM are created in InfoMaker.Cost at Complete – CM Branch Minutes – CM Job Status Listing Report – Enterprise OneAccounts Receivable Aging – EnterpriseOneMargin Analysis – information derived from

EnterpriseOne and CM exported into an Excel Spreadsheet

Cost at Completion Report

Cost at Completion 2

Branch Minutes

Job Status Listing

Job Status Listing 2

Accounts Receivable Aging

Margin Analysis

•One Workbook per Branch•On-demand upload from data warehouse•Used in monthly and quarterly reporting

An integrated system allows ValleyCrest to run lean, with a set of uniform business processes that are supported and reinforced by the integrations.

System has been stable over 10 years, over many upgrades of PCM and JDE

System was easily adapted to Middle East operations

Summary

www.valleycrest.com and www.partnersconsulting.com