From Digital Forms to report writing and dashboards to custom web applications accessed via their web portal, Barbour Consulting has helped Robuck Homes maintain its role as a leading production builder in central NC through innovative use of technology
Our relationship with Robuck started through a referral one of our clients. We started with a review of Robuck’s Timberline system along with workflow processes in several key areas of their business. We also reviewed their current heavily Excel based reporting processes. Our recommendations based on this review lead to the following projects:
Digital Forms with Digital Pens – BC designed several key forms used by field and customer service staff to streamline collection, routing, storage and sharing of mobile data and forms including Variance Purchase Orders, Correspondence Logs, Meeting Notes, walkthrough forms and more. Now these forms can be completed once with pen and paper and are available in SharePoint document libraries with no user effort to route or classify related documents.
We have also developed several custom web based applications that connect to Timberline data and provide easy entry, storage and reporting on data formerly stored in spreadsheets or on paper. These applications include: Job Information Entry – Users including non-accounting staff can enter, edit, and view Job descriptive data that directly updates Timberline Job Cost records and can be used in reporting.
Construction Loan Tracking – All relevant loan data is entered and stored to enable easy reporting and reconciliation to General Ledger and Job Cost.
Conversion of Excel Based reports into Crystal Reports – This has had a dramatic affect on the timeliness and accuracy of reporting. Now, time sensitive reports can be printed as needed and used with confidence. Drill down functionality and charts make reports better able to answer business questions clearly and quickly.
SharePoint has been extended to include reports and dashboards in addition to document libraries. Team task lists, calendars, and contact lists are also used in SharePoint. These reports and dashboards give executives and managers real-time insight into financial and operational data that was previously only available through spreadsheet/paper-based monthly reporting packages. Problems can now be addressed before it’s too late.