CMBoost eForms:

    This is a partial list and built-to-order available.

     

    Submittal Transmittal CMBoost eForm

    Our 2013 Submittal version uses Item-level submission, management, approval/rejection, and resubmission -- and dynamic Reviewer handling!
     

    • Major (or minor) items can be worked on through without the traditional dependency and hold-up. 

    • Submittal Packages are easily tracked compared to the old and tedious process of tracking which items can go forward and which ones can't. 

    • Submit and resubmit single items in the package as much as needed -- work them as soon as each item gets a review response.

    • Get your projects done faster with less chance for adverse-events impact.

    • Dynamic Reviewer handling allows design Reviewers and Leads to be assigned proactively, re-assigned in-process, or added in adhoc fashion as needed.

    • Priority and optional reviews can be handled to allow for fastest movement of the Submittal. 

       
    Key features include:
    • Section by section control of input via Role-based section locking.
    • Automated email Alerts to the next Role person on deck.  These Alerts contain the speedy direct links to the single eForm or to the library of all related eForms.
    • Highly guided user input to prevent typos or missing information (leaded to recycling and work duplication).
    • Robust progress tracking of who is 'at bat' and status of the eForm.
    • Simple linking of attachment documents.
    • Direct upload of attachments while in the eForm. 
    • Direct link to open attachments from the eForm.
    • Ability to search for and reuse prior attachments -- prevents duplicates.
    • Ability to select from a document set.
    • Automated numbering and titling of eForm files for highly consistent usage.
    • Automated Due Date calculation by eForm type or by project or recipient.
    • Controlled single sourcing and storage -- essential for reliability.
    • Summary Pages/Dashboards easily built to highlight and track Submittal progress.
    • Dynamic data-driven 'dashboard on a flowchart' options area available.  See metrics along the process path.
    • iPad-friendly.
    • Our extensive construction document management expertise is behind it all!

     
    In this diagram, the Construction Manager element can be any 'Process Manager' (not limited to CM use).

     

    CMBoost Sample Images

    CMBoost WCD eForm
    Work Change Directive
    Work Change Directive
    CMBoost Main Summary Page View
    Summary 'dashboard-like' main page
    Summary 'dashboard-like' main page
    CMBoost Submittal Transmittal eForm
    CMBoost Submittal Transmittal eForm
    CMBoost Submittal Transmittal eForm
    CMBoost Submittal Library
    CMBoost Submittal Library
    CMBoost Submittal Library
    CMBoost Submittal Flow
    CMBoost Submittal Flow
    CMBoost Submittal Flow
    CMBoost RFQ eForm
    CMBoost RFQ eForm
    CMBoost RFQ eForm
    CMBoost RFI eForm Page
    CMBoost RFI eForm Page
    CMBoost RFI eForm Page
    CMBoost Pay Application eForm
    CMBoost Pay Application eForm
    CMBoost Pay Application eForm
    CMBoost Meeting Agenda-Minutes eForm
    CMBoost Meeting Agenda-Minutes eForm
    CMBoost Meeting Agenda-Minutes eForm
    CMBoost Field Order eForm
    CMBoost Field Order eForm
    CMBoost Field Order eForm
    CMBoost Daily Inspection eForm
    CMBoost Daily Inspection eForm
    CMBoost Daily Inspection eForm
    CMBoost Change Order eForm
    CMBoost Change Order eForm
    CMBoost Change Order eForm