"CECG Uses Citrix Products to Send Project Files to Clients, Collaborate with Coworkers and Access Files from Anywhere"

“We ran two or three services in tandem for a couple of weeks to see what would work best for us. ShareFile, by far, was the best product.”

-Maxwell Erwin, project manager

Industry
Construction

Location
Fremont, California

Number of Employees
5

Business Challenges
• Needed a better way to send large project files to clients and vendors.
• Could not collaborate with remote employees.
• No access to files when traveling or at home.

Business Results
• Team can send all project files without using email.
• Remote employees can view and work on documents in different locations.
• ShareFile mobile apps provide access to filesoutside the office.

 

Construction Engineering Consulting Group (CECG) specializes in providing a variety of construction management services for general contractors in the heavy civil construction industry. One service, a “take-off” package, provides information about what materials are needed on a job and allows contractors to bid for work more strategically. When CECG began offering these take-offs, the need for a consistent, scalable secure file transfer solution to send plans and bids became apparent. A history of using other Citrix products — GoToMeeting, GoToMyPC and Podio — brought CECG to ShareFile.

“We ran two or three services in tandem for a couple of weeks to see what would work best for us,” says Maxwell Erwin, project manager at CECG. “ShareFile, by far, was the best product.”

CECG found a unique way to use Podio and ShareFile together as a comprehensive CRM system. Customer information is logged in Podio and relevant documents are connected to each contact from ShareFile using the Podio File Picker. That way, anyone looking at a particular contact can view any of the related jobs files as well.

Most of the communication with clients involves sending 3D-model design files and large PDFs that consume storage and make it impossible to send emails back and forth. CECG uses ShareFile heavily to communicate with clients and collaborate on projects with coworkers.

“ShareFile is great; we use it on a daily basis. Because we have people working remotely it’s the way we keep all of our files together so everybody can be looking at the same documents."CECG frequently relies on GoToMyPC and ShareFile mobile apps to increase mobility. They can remotely access engineering software on their desktop computers from any other device, including a tablet or smartphone. ShareFile mobile apps make it easy to show clients files on the road or send a file when away from the office.

“I use the mobile apps frequently when I travel,” says Erwin. “Instead of pulling out my laptop to bring up different PDF files, I just store them locally on my iPad through the ShareFile app.”

ShareFile can help your construction firm too! Learn more at ShareFile for Construction.

Ready to try ShareFile? It's free for 30 days. No credit card required.

Related Information