2011 CFMA Financial Survey Results: Erika Urbani, Vice-Chairman, CFMA Sage Construction and Real Estate Customer IT Use Survey Results: Dennis Stejskal, VP Product Management, Sage CRE

1. Sage Construction and Real Estate Solutions
2012 Construction Industry IT & Financial Outlook
• “SneakPeek” 2011 CFMA Financial Survey Results:
Erika Urbani, VP of Finance, R.D. Olson Construction, Irvine, CA, Vice-Chairman, CFMA
• Sage Construction and Real Estate Customer IT Use Survey Results:
Dennis Stejskal, VP Product Management, Sage CRE
• Special offer from Sage Accountants Network
• Q&A

2. “SneakPeek”
“Sneak Preview”
2011 CFMA Financial Survey Results
Erika Urbani
VP of Finance
R.D. Olson Construction Irvine, CA
Vice-Chairman - CFMA

3. 2011 CFMA Financial Survey Respondents by Contractor Type
• 35% Industrial and Non-Residential
• 17% Heavy Highway
• 43% Specialty Trade
• 5% Other

4. Key 2011 Survey Results
• Average net margin before taxes 3.2% compared with 3.5% in 2010
• Return on assets 7.4% compared with 9.0% in 2010
• Return on Equity 20.0% compared with 26% in 2010

5. Balance Sheet Highlights and Financial Ratios
• Current Ratio 1.5 to 1 in 2011 compared with 1.4 to 1 in 2010
• Quick Ratio 1.3 to 1, the same as 2010
• Debt to Equity 1.7 to 1, 1.8 in 2010

6. Income Statement Highlights

7. 2011 Survey
300-page 2011 Survey available at www.CFMA.org includes:
• 2012 industry projections by CFMA Chief Economic Consultant
Anirban Basu
• Solutions from a tough-economy—Best Practices for moving forward
• Information on Cash Management, Bonding & Surety Insurance
• Segmented data by type of work, region and revenues
• Benchmarking Builder CD
CFMA 2011 Financial Survey
Available at www.CFMA.org
Contact Fern Oram at foram@cfma.org

8. Sage Construction and Real Estate
Customer IT Use Survey
Dennis Stejskal
Sage Construction and Real Estate
VP of Product Management

9. Survey Responder Breakdown

10. How Will the Economy Impact Business in 2012?

11. View of Economy by Revenue

12. Where Will Companies Seek Work in 2012?
• The majority of companies (56%)
plan to seek work within their
geographic region in 2012.
• 36% currently seek work outside
of their geographic region.
• 8% plan on going outside their
region in 2012 for first time.

13. What Are the Top Five Sectors That Will Demand the
Most Construction Work in 2012?*
46% 42% 36% 28% 20%
COMMERCIAL GOVERNMENT HEALTH HIGHWAY EDUCATION
CARE
*Responders could select more than one sector

14. What are the Key Actions Your Business Will Take in 2012?*
57% 53% 26% 25%
IMPROVE CUT DIVERSIFY AUTOMATE
EFFICIENCIES EXPENSES INTO NEW MANUAL
MARKETS PROCESSES
*Responders could select more than one action

15. What are the Key Issues Your Business Will Face in 2012?*
43% Acquiring New Customers
43% Cost of Materials
41% Increased Competition
37% Weak Demand
21% Process Efficiency
*Responders could select more than one issue

16. Top Technologies You Will Use to Address Top Issues?*
35% Bidding/Estimating 29% Project Management 21% Mobile Technology
Software Software
*Responders could select more than one technology

17. Emerging Technology Use by Revenue

18. Emerging Technology Use by Contractor Type

19. Size of IT Staff by Revenue

20. Technology Early Adopter or a Laggard by Company Type

21. Technology Early Adopter or a Laggard by Company Size

22. How Important is Mobile Technology?

23. Importance of Mobile Technology Use by Revenue

24. Importance of Mobile Technology Use by Contractor Type

25. How Will the Use of Smart Phones/PDAs, Laptops, Tablet
PCs, and Netbooks Change in 2012?

26. Increase in SmartPhone/PDA Use by Revenue
37% 33% 36% 32% 46% 38%
Less than $2M-$5M $6M-$10M $11M-$25M $26M-$50M More than
$2M $51M
Increase in SmartPhone/PDA Use by Contractor Type
37% 27% 32% 33% 32%
Commercial/In Residential Remodeler Specialty Heavy Highway
dustrial

27. Increase in Laptop Use by Revenue
27% 18% 22% 11% 24% 28%
Less than $2M-$5M $6M-$10M $11M-$25M $26M-$50M More than
$2M $51M
Increase in Laptop Use by Contractor Type
26% 20% 39% 10% 22%
Commercial/In Residential Remodeler Specialty Heavy Highway
dustrial

28. Increase in Tablet PC Use by Revenue
11% 11% 27% 21% 27% 54%
Less than $2M-$5M $6M-$10M $11M-$25M $26M-$50M More than
$2M $51M
Increase in Tablet PC Use by Contractor Type
27% 21% 26% 21% 11%
Commercial/In Residential Remodeler Specialty Heavy Highway
dustrial

29. How Familiar Are You With Cloud Computing?
11% 45%
Very Familiar Not At All
44%
Somewhat Familiar

30. What Level of Importance Will Cloud Computing Play in
Your Business in 2012?

31. What Level of Importance Will Business Reporting
Technology Play in Your Business in 2012?

32. Which Business Reporting Technology Benefits Will be the
Most Important to Your Business in 2012?*
81% Standardized reporting across company
36% Alerts when specific situations occur
34% Dashboard tracking across company
*Responders could select more than one benefit

33. Benefits of Joining the Sage Accountants Network
for Construction and Real Estate Solutions
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34. 2012 Construction Industry IT & Financial Outlook
Questions
Connect Sage at: 800-628-6583
www.SageCRE.com
CFMA 2011 Financial Survey
Available at www.CFMA.org
Questions - Contact Fern Oram at foram@cfma.org