Sage Construction
10 Case Studies
A Sage Construction Case Study
Berkowsky and Associates is a WBENC‑certified, family‑run construction, design, and project management firm in New Jersey that was growing rapidly but operating with a lean staff and an aging accounting system. The firm needed better visibility and automation to handle routine but critical tasks—like tracking subcontractor insurance, triggering invoices, and delivering project status—without giving broad access to the accounting application.
They implemented MyAssistant for Sage 300 Construction and Real Estate to proactively monitor KPIs, send alerts, and automatically generate and distribute reports, spreadsheets, and emails. The solution delivers job reports to project managers, flags issues for attention, automates billing and reminders, and eliminated the equivalent of one part‑time role—saving about 20 hours per week and letting the team focus on bidding, winning, and delivering profitable projects.
Siri Berkowsky Heinrichs
Chief Executive Officer