integrated
practice
Tools for Practice
by Michael Tardif, Assoc. AIA
Contributing Editor
Summary: Contributing
Editor Michael Tardif, Assoc. AIA, continues his exploration of technology
that is changing architecture practice with a look at ArchiOffice,
software created by Steve Burns, AIA, and Gary Beyerl, AIA, to manage
their small firm. ArchiOffice, is now used by more than 600 firms
worldwide ranging in size from 5 to 125 employees.
Many architects fear that technology may forever change the nature
of architecture practice. A select few, such as Kimon
Onuma, AIA, whose Onuma Planning System was featured
in this column in August, are determined to shape the future of architecture practice directly
by applying their architecture design skill to the design of software
architecture. Steven Burns, AIA, of Chicago is another member of
this growing cadre.
Last
month’s article about the information management tool
Newforma Project Center caught the attention of Joan Pomaranc, program
director of AIA Chicago, who urged Burns to contact us. We’re
glad she did. Burns is the CEO of Orange Loft, LLC, and one of the
visionaries behind ArchiOffice, his
company’s flagship practice
management product. Several years ago, Steve and his partner Gary
Beyerl, AIA, set out to create a software tool for managing their
firm, Burns + Beyerl Architects. Burns
and Beyerl felt that the available tools for customer relationship
management (CRM), accounting, and project management just didn’t
fit the needs of a typical small office. About one such application,
says Burns: “It looked daunting; I could never imagine myself
using it. In our office it would have been like a jet engine in a
Volkswagen bug.” The cost of many business management and productivity
tools was also a barrier to making their technology available to
smaller firms. “Firms shouldn’t have to mortgage their
future to buy their technology,” notes Burns.
Enter ArchiOffice
So Burns and Beyerl set out to develop ArchiOffice, which is now
in use by more than 600 firms worldwide ranging in size from 5
to 125 employees. Earlier this year, Burns left his architecture
firm to focus on the software company full-time, though his ties
to practice remain strong. Beyerl, his former architecture firm
partner, is a cofounder and board member of OrangeLoft.
The product is something of a hybrid, bringing together essential
elements of CRM, document and information management, project management,
and accounting into a single interface. “We started developing
ArchiOffice before we understood what CRM meant,” says Burns. “We
were thinking about the problems that architects have managing their
businesses and built modules around what architects do.”
From the beginning, ArchiOffice focused on the business needs of
smaller firms. “Small firms think of themselves differently
than large firms,” says Burns. “Firm principals think
of themselves as architects, not business managers. We wanted to
create business tools for architects doing the work in the trenches,
to let them be architects.” Mason Radkoff of Strada,
LLC, in Pittsburgh describes the tool as “a single portal to a lot
of information. We may have 5,000 contacts and hundreds of projects
in our firm database, but my ArchiOffice desktop displays only ‘My
Contacts’ and the 22 projects that I am working on.”
Among the most useful features of ArchiOffice is its project budgeting
and time/expense tracking module. Most accounting applications, particularly
those designed for smaller firms, lack the ability to create project
budgets and track project time and expenses on a project-by-project
basis. Measuring actual project costs against common architecture
service contract provisions and benchmarks—such as percentage
of construction cost and percentage of completion—can be even
more difficult. “ArchiOffice allows you to budget your project
and bill your clients according to industry standards,” says
Burns.
More like a business, less like a studio
“We wanted ArchiOffice to answer one simple question,” says
Burns. “The question is: ‘How am I doing?’ You
don’t want your project managers to have to wait for the part-time
bookkeeper to come in on Tuesday to find out what the financial status
is of their projects. Project managers need a high level of financial
information to manage their projects and negotiate with clients.”
Ion Webster of Steven D. Pults, AIA & Associates in San Luis Obispo, Calif., views the project tracking of ArchiOffice
as one of its most valuable features. “Our project managers
have the ability to mine historical data easily,” says Webster. “When
we prepare a proposal, we can look at [the historical record of]
similar projects, how time was spent.” Easy access to project
financial information has also improved performance. “Now that
we have the ability to create project budgets [and measure performance
against the budget], I’ve noticed that our project managers
do a better job of adhering to their fee proposals,” says Webster. “They
have access to a breakdown of their own projects and can always see
exactly where they are.”
Webster’s observations are echoed by customer after customer. “We
can now measure our efficiency on a daily basis,” says Robert
Siegel, AIA, principal of Robert Siegel Architects in New York. “And it’s graphically based, which we love.” Siegel
underscores the value of easily accessible financial information
in measuring personal as well as firm-wide performance. “I
can give myself targets for percentage of billable time, and then
work to hit those targets,” he notes. “It provides a
constant barometer of how the business is doing, whether at the individual,
project, or firm level.”
ArchiOffice brings together many other business and workflow management
features, including a firm-wide contacts list, calendar, and project
document management. “We conducted a thorough review of available
products to simplify our lives,” says Siegel. “We had
been using a combination of [a contact manager], spreadsheets, and
[a sophisticated accounting application] to run the business. It
was inefficient; we couldn’t decipher all the numbers. We wanted
to be able to measure our performance, plan for the future, and get
a quick, intuitive read of the health of our business. Now that we
have this tool, we can think more like a business, less like a studio.”
Document and workflow management
Customers have been slow to take advantage of ArchiOffice’s
document and workflow management features, a weakness that Burns
attributes to insufficient orientation for new customers, and which
he plans to correct. “Document management is the great unsung
hero of ArchiOffice,” says Burns. “For firms that are
well organized and have systems in place, ArchiOffice does not change
the way they work; it mirrors their existing paper or electronic
document-management system. A lot of smaller firms don’t have
systems in place, so they don’t realize all of what ArchiOffice
can do. With a little orientation, though, it clicks how much time
they can save creating and retrieving documents.”
Bradley Touchstone, AIA, principal of the DodStone
Group of Tallahassee,
Fla., had the advantage of deploying ArchiOffice when he founded
his firm several years ago. “We were fortunate
in that we were starting the practice from scratch. It was really
easy to integrate [ArchiOffice’s document management] because
we did not have an established system. We’re using all of the
features: checklists and document templates for letters, transmittals,
and RFIs. Everything is cross-referenced by project and recipient.
It is as close to a paperless office as you can become.”
Even established customers are warming up to the document management
features. “We just finished a $50 million project,” says
Siegel. “We weren’t going to change our filing system
midstream. But as new projects start up, we are using the document
management module.”
Orange Loft will be launching EngineerOffice next month, to be followed
by DesignerOffice (for interior and landscape designers) and BuilderOffice
early next year. Burns also plans to improve ArchiOffice’s
integration with Quickbooks—the most commonly used accounting
application in small firms—from the current (and somewhat limited)
import/export ability to full bi-directional syncing. The company
is also planning to migrate the product from a client/server software
architecture to a Web-based architecture to improve remote access
to ArchiOffice data and functionality.
Customers consider the continued growth and development of the product
vital. “I’m hopeful they will continue to expand,” says
Siegel. “As they grow, they can offer more. We’d like
to see them flourish, so that we can grow as they grow. I can’t
imagine how to manage my practice without it.” |