A CRM for Paving Contractors

Everyone, and welcome. My name is Jackson Bera, Principal Product manager here at EdgeVanta, and today we're going to be discussing something that we're really excited about that we've been working on behind the scenes for the past couple months. We're going to be discussing the future of EdgeVanta and how our platform is going to change in the months to come. Many of us have seen how tools like Salesforce or HubSpot have done a great job in transforming the lives of sales professionals. They provided a pipeline management solution so that sales professionals can more effectively manage their sales opportunities as they progress through a pipeline, while also extracting data and insights as relates to their business operation and performance. Ultimately, at EdgeVanta, we believe it's time to bring a seamless CRM solution to the built world and provide a tool for paving contractors to more effectively manage their bid lists and also be able to extract those data and insights as it relates to their business and operations. At EdgeVanta, we plan to do this with five key modules, of course, with more to come, starting with Bid list Management, a project database, competitor profiles, analytics, and dot projects. I want to bring this to life a little bit more within the EdgeVanta platform and showcase ultimately how we're going to accomplish this. The first one is going to be our bid list. So within our bid list we're going to have a set of bidding statuses and we're going to be able to showcase our different bids or projects as they progress throughout that bidding process. So from pipelines, so high level bids that you're ultimately thinking about bidding on in the future, all the way to the active jobs that you're bidding and jobs that are potentially already pending. You can see from a high level what estimators are working on, what when those bids are due, or when the letting dates are with those bids, and ultimately how those bids are progressing throughout the process. As you approach that, that letting date, the next one I want to highlight is going to be our projects database. This is going to consist of just the jobs that you care about or that you've ultimately bid on, that you can kind of go in and slice and dice the data and generate reports in whatever way that you want. So from here you can go in and apply filters, you can filter by jobs you've won, jobs you've lost, etc. To be able to see more data and information as it relates to your operations. Similarly to what we're providing you all within your projects database, we're also going to be providing similar information for your competitors. So I can click into a competitor profile and I can view a project's database as if I was this competitor. I can come in here and see projects won, projects lost, slice and dice the data ultimately the way that I want to and be able to see from a high level how much work does my competitors have on the books. Another change that we're going to be making is we're going to be renaming our margin analysis to an analytics tool. Ultimately we're going to be maintaining our margin analysis, but also we're renaming it to analytics as we're going to be providing more out of the box reports moving forward based on industry best practices so that we can provide more data and insights once again out of the box to our users. And then the last thing I'll highlight here is going to be our DOT portal. Previously we brought in all of the DOT projects into your projects list view and we relied on you, the user, in order to go through and sort through the projects that you ultimately care about. Moving forward, we're going to be separating out those DOT projects into our DOT portal and ultimately you'll be able to go through here and select which projects that you care about and then bring them into your bid list. In addition to that, you can see every single project from the dot. We're still going to be bringing that information in and you can go in here and be able to see, hey, where is my dot ultimately spending their money, what locations are they spending their money, what types of jobs, et cetera. We're going to be providing high level dashboards associated with this moving forward as well. So that's what we've got. We're very excited about the future of EdgeVanta. We're going to be continuing to progress on this as we move forward with further data and insights to ultimately adding value to your operations. If there's any questions on this, please let me know and appreciate the time. Thanks.