Complete CRM & ERP Implementation for Civil Engineering Firms
InfraTech Strategy Group specializes in deploying, customizing, and integrating enterprise business systems specifically for civil engineering firms. We don't just install software, we transform how your entire organization operates through strategic system design and seamless implementation.
Why Enterprise Systems Matter
Your firm’s growth is limited by disconnected systems, manual processes, and data silos. Enterprise CRM and ERP platforms provide the foundation for scalable operations, but only when properly configured for civil engineering workflows.
The InfraTech Advantage:
Our experience in engineering firms helps us understand your technical and business challenges
AI-powered automation that learns from your data and improves over time
Seamless integration with your existing CAD, project management, and financial systems
Proprietary solutions that give you capabilities your competitors don’t have
erp/crm
Our Enterprise Platform Expertise
Vantagepoint Implementation & Optimization
Vantagepoint Implementation & Optimization
Why Vantagepoint: Purpose-built for AEC firms, Vantagepoint integrates CRM, project management, accounting, and business intelligence in a single platform.
Our Implementation Process:
Business Process Mapping – Analyze your current workflows and design optimized system configurations
Custom Field & Form Development – Create data structures that match your firm’s terminology and processes
Workflow Automation – Automate routine tasks like project setup, time entry, and client communications
Reporting & Analytics Setup – Configure dashboards and reports for real-time business visibility
User Training & Adoption – Comprehensive training programs ensuring high user adoption rates
Custom CRM Solutions
Custom CRM Solutions
When Standard Platforms Aren’t Enough: Sometimes your firm needs capabilities that don’t exist in any off-the-shelf system.
Our Custom CRM Capabilities:
Project-Centric Architecture – Organize all data around projects rather than traditional account structures
Technical Capability Matching – Advanced algorithms that match your expertise with opportunity requirements
Pursuit Collaboration Tools – Specialized workflows for teaming, proposal coordination, and go/no-go decisions
Client Portal Development – Branded portals for document sharing, project updates, and communication
Business Development Analytics – Advanced forecasting, win/loss analysis, and market intelligence
IT & HR Workflow Automation
IT & HR Workflow Automation
Transform your internal operations through intelligent automation of routine processes.
Employee Onboarding Automation:
New Hire Workflows – Automated setup of accounts, access permissions, and equipment assignments
Compliance Tracking – Automatic monitoring of training requirements, certifications, and renewals
Document Management – Digital personnel files with automated routing and approval workflows
System Provisioning – One-click setup of email, software licenses, and security access
Time & Project Management Integration:
Automated Time Entry – Integration between project management systems and timekeeping platforms
Project Setup Workflows – One-click creation of project folders, budgets, schedules, and team assignments
Expense Management – Streamlined expense reporting with automatic project coding and approvals
Performance Monitoring – Real-time dashboards showing utilization, profitability, and project health
Typical Automation Results: 40-60% reduction in administrative time, 95% improvement in compliance tracking, elimination of manual data entry errors
ROI.
Most enterprise system investments pay for themselves within 12-24 months depending on firm size and implementation scope.