A project management tool that fits the way you work.
Wipfli Connect for Contractors is turning contractors from historians into architects.
Instead of relying on spreadsheets to look back at how you did, Wipfli Connect for Contractors lets you look forward to see how you will do. It gives you the power to write your future instead of trying to adjust for your past.
One simple-to-use interface with incredible visibility
Built for the way you already work, Wipfli Connect for Contractors turns data into actionable information and gives you — and everyone connected with your project — a clear view of accurate, up-to-the-minute information.
By creating one simple-to-use interface across your entire organization, Wipfli Connect for Contractors enables:
- Contract management
- Pipeline management
- Forecasting
- Resource management
- Project delivery
Integrated across your business
Integration is no problem. Built on Microsoft Dynamics CRM, Wipfli Connect for Contractors integrates with the entire Microsoft suite. You can easily leverage Dynamics 365 Business Central to connect financial data across your organization — giving you a full view of your business, including comprehensive reporting. Streamline AR and AP, accelerate your financial close, and model data to improve your forecast accuracy.
It’s all there in the name. Wipfli Connect for Contractors is built for businesses like yours. Everything you need, all in one place.
Featured Thought Leader
Matt Gelb, VTSP, MCTS
With over 20 years of experience, Matt Gelb provides technology advisory, planning and implementation services to Wipfli’s construction and real estate clients. The combination of his business consulting services and industry expertise produces the initiative, astute analysis and unwavering commitment and enthusiasm his clients have come to rely on. Matt also provides business analysis, subject matter expertise and project management for enterprise-wide business application implementations and process improvement efficiencies, with a primary focus on customer relationship management (CRM).
Ryan C. Rademann
Ryan Rademann is a senior manager in Wipfli’s construction and real estate practice. His areas of focus include customer relationship management workstream, user adoption and training, Microsoft Power BI, Salesforce, Microsoft Dynamics® 365, field service, and project service automation. Ryan pairs business acumen and technical knowledge with strong communication skills to implement solutions for the challenges his clients face.
Ryan Swiderski, CPA
Ryan Swiderski utilizes his 16 years of consulting experience to bring CRM systems and process expertise to Wipfli’s clients. As a principal and delivery lead in Wipfli's Customer Engagement practice, he focuses on sales, service, marketing, collaboration, and related technology, with an additional concentration in collaborative and business intelligence solutions.
