Скачать или смотреть How Bogard Construction Uses Jones + Sage 300 CRE to Automate COI Compliance

Learn how Bogard Construction integrated Jones with Sage 300 CRE to streamline Certificate of Insurance (COI) management and automate compliance workflows. In this video, Contract Manager Sarah Michaels explains how the integration eliminates manual data entry, speeds up AP processing, and allows Bogard to scale operations without adding headcount.

"Using Jones and Sage 300 has saved us a lot of time and money (when you look at general overhead expenses). We've managed to increase our volume with less staff because we were able to utilize the tools from the Jones platform."

Attendees will learn:
How Jones integrates with Sage 300 CRE to sync subcontractor compliance data in real-time
Why automation eliminates manual entry errors and speeds up AP payment processing
How Bogard Construction saved time and reduced overhead using the integration
How to scale operations without increasing administrative staffing

00:00 Introduction – Sarah Michaels, Contract Manager at Bogard Construction
00:25 How the Jones + Sage 300 CRE Integration Works
00:58 Real-Time Insurance Compliance Visibility in Commitments
01:20 Faster AP Processing with Automated Compliance Status
01:40 Eliminating Manual Data Entry Errors in Multiple Locations
02:06 Operational Efficiency: Saving Time and Money with Jones
02:23 Scaling Project Volume Without Increasing Headcount

Ready to automate your COI management?
Learn more about Jones: https://getjones.com/