With you from concept to completion …
The Charlotte Metro North Carolina project management team is a group made up of Amy Howell, Charity Chaney, Julia Drayton, Kristin Remelius, and David Budnick. With a combined 53 years of electrical industry experience and 24 years of project management experience these 4 project managers and 1 project administrator strive to make sure that all project requirements are met. We manage projects involving lighting, gear, cable management, and national accounts.
Charlotte’s project team was formed to facilitate our customer’s growing project needs. Since those humble beginnings, we have developed our processes and procedures to become a primary resource to our customer’s project needs. The following will briefly touch upon some of the services we provide.
While our quote team works diligently to win the projects they quote, we typically begin managing when the project is won and with the submittal process. We create lighting, gear, and/or wire management submittal packages based on the customer’s needs. These can be created in a few different mediums including paper copies, electronic copies through email or drop box, and/or put onto compact discs. While submittals can be considered a mundane process, we consider submittals to be both our customer’s and Shealy’s calling card to the overall project process.
Once the submittals are reviewed and returned to us, if approved, we establish the project’s requirements and prepare to release the material. If they are not approved we will rework the submittals as needed and resend for approval.
Our national accounts project team works primarily the same as the construction project managers with some differences. For example, these project managers may work with site plans and the quotes department to quote projects. In addition, they may work with fixture templates that put a set fixture package together at our facility to be shipped nationwide.
While the release process sounds simple, there are many variables that can occur, and having the PM team involved helps ensure success. For example, it might be necessary to ship all of the recessed lighting housings immediately , but hold the balance of fixtures with a do not ship before date. We accommodate this type of request on a regular basis.
Our customers may also need us to kit project material for a project. In this situation we may store material in our warehouse depending on the customer’s requirement. In this scenario we have material shipped into a Shealy warehouse. The material is received, marked, and stored until such a time that the customer requests it. Typically, we have a predetermined amount of deliveries and length of storage negotiated.
When the customer is ready for material, we list out what they need for our kitting department to pull and prepare the delivery. We also facilitate staged or phase releases if needed.
During the project, we update our customers with tracking sheet updates. We also provide updates through a Shealy designed PM portal. The PM portal will show customers their orders, tracking, and invoice links to any project that is in flight. The PM portal provides real time viewing of the project status and can have multiple log ins so the customer’s team can all be on the same page.
Most projects run without much incident, but there are cases where product may arrive damaged or become defective after the initial startup. If this is the case, your project manager will be your liaison with the factory to get replacements sent out to you. If the material arrives visibly damaged, we always recommend to sign for the material as damaged on the bill of lading with the driver. That helps facilitate a smoother freight claim with the freight carrier.
Your PM will also work to return any defective material on your behalf as well as make arrangements for the material to be returned from the jobsite if needed. In a majority of the incidents we will send the defective material back through our warehouse for tracking purposes.
As a project winds down, we can create operation and maintenance manuals for the customer to close out the project. These are available upon request. This is usually the time we help set up any technician aided start ups if needed. While mainly for controls this can also include gear.
Our team is a multifunctional resource for customers. We provide a number of services from the simple and mundane, to the involved and detail oriented. Project management is a service feature our customers have come to rely on and one we continuously look to improve and expand upon.
South Carolina’s project management team was built based on an idea from our Vice President of Construction segment, Barclay Ryan. After Shealy Electrical’s acquisition of EDI in 2011, Charlotte’s Project Management team was something that our South Carolina branches wanted to emulate. With the encouragement of Barclay, two of our previous international segment employees Clay Lovelace and Cal Craig alternated weeks of training in Charlotte to make a home for Project Management in Columbia.
Charlotte and Columbia’s Project Management teams operate on the same basic fundamentals. The project management teams are with the customer throughout their whole project. This allows Shealy account managers to take on more projects. Cal and Clay used guidance from our Charlotte branch and customized our solutions based on their experiences in sales. Shealy’s South Carolina project management began in Columbia’s construction segment and has evolved to cover seven additional branches. Project management has also expanded into the industrial market with the help of Don White, Brian Bell and Fred Metz and international segment with Gregg Martin and Mike Pollock.
Today our Columbia team consists of Clay Lovelace, Tanya Semer and Amber Hendrix. Columbia PM takes a ‘no limit’ approach when implementing a project. As Clay Lovelace states, “PM allows one to interact with many departments within Shealy, including AP, AR, inside/outside sales and customer/vendor relations. While working in all of these areas you begin to gain a deeper understanding of all levels of the organization and begin to see how they all fit together.” Each day brings something new and doesn’t limit you to stay within the boundaries of your title. Days can begin with a customer visit in Charleston and end with inventory counts in our PM warehouse. With this experience, PM can help you develop an area of expertise or create a path for a future career in another division in the company.
Besides the basics: submittals, order entry, pricing, quotations, tracking, delivery and O&Ms, our project management team drives and implements customer based solutions. There are several on-site and off-site solutions to offer with the sale of a project. Highlights include our 10,000 square foot PM storage warehouse with kitting availability, job boxes, and customizable billing and shipping.
For more information on how to involve our project management teams with your job, contact your sales person today!