Olympia, 98501, WA,
United States
Forma Construction Technographics
Forma Construction Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Forma Construction and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Forma Construction employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Forma Construction has purchased the following applications: Sage 100 (formerly MAS 90 & MAS 200) for ERP Financial in 2021, Viewpoint Vista for Construction ERP in 2016, Bluebeam Revu for Collaboration in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Forma Construction is running and its propensity to invest more and deepen its relationship with Sage , Viewpoint Construction , Bluebeam or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Forma Construction revenues, which have grown to $40.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Forma Construction intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Forma Construction Tech Stack and Enterprise Applications
Forma Construction ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage 100 (formerly MAS 90 & MAS 200) | ERP Financial | ERP | n/a | 2021 | 2021 |
In 2021, Forma Construction implemented Sage 100 (formerly MAS 90 & MAS 200) to centralize its ERP Financial operations. The San Francisco based high-end residential general contracting firm with approximately 150 employees deployed Sage 100 to establish a single financial record for project accounting and corporate finance.
The implementation emphasized core financial modules, including General Ledger, Accounts Payable, Accounts Receivable, Payroll, Purchase Order control, Inventory management, and Job Costing configured for construction project accounting. Sage 100 was configured to support project-level cost tracking, progress billing and job cost rollups, and to standardize chart of accounts and cost code structures that align with construction estimating and contracting workflows.
Sage 100 operates alongside other applications used by the company, notably Procore and Bluebeam, reflecting an application landscape where project management, document markups, and field RFIs feed into finance and accounting processes. The relationship between Sage 100 and project delivery tools is expressed through coordinated workflows, with project managers documenting RFIs and submittals while finance maintains budget controls and cost tracking in the ERP Financial system.
Governance centered on role based access for finance and project teams, standardized job cost coding, and documented change order and billing procedures to ensure consistent posting into Sage 100. Training and configuration prioritized construction accounting practices and integrations with project workflows, enabling Forma Construction to unify financial controls and project accounting within Sage 100.
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Forma Construction ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Viewpoint Construction | Legacy | Viewpoint Vista | Construction ERP | ERP Services and Operations | n/a | 2016 | 2016 |
In 2016, Forma Construction implemented Viewpoint Vista as its Construction ERP to centralize project accounting and job costing across finance and project teams. The company of 150 employees deployed Viewpoint Vista to standardize financial controls, payroll processing, and contract administration workflows while aligning project-level cost capture with corporate reporting.
The implementation emphasized modules common to Construction ERP deployments, including project accounting, job cost, payroll, procurement, contract and change order management, and document control, with financial reporting and estimating configurations tuned for construction workflows. Operational coverage focused on finance, project accounting, and field operations, and governance relied on internal competence in MS Word, Excel, Viewpoint and QuickBooks to manage configuration, training, and operational handoffs between accounting and project teams.
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Forma Construction Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bluebeam | Legacy | Bluebeam Revu | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, Forma Construction implemented Bluebeam Revu as its Collaboration platform to support high end residential project delivery. The deployment targeted project managers, document control and field supervision across the San Francisco based contractor's operations, reflecting the firm’s emphasis on detailed plan interpretation and formal RFI and submittal workflows.
Bluebeam Revu was configured to centralize PDF markup, version control and document set management using Studio Sessions and Studio Projects for concurrent markup and shared document hosting. Configuration work emphasized standardized markup tool sets, custom stamps, RFI and submittal templates, and formalized layer and status conventions to enforce consistent as built documentation and change tracking.
Operational coverage focused on construction business functions including project management, estimating and field coordination, supporting routine tasks such as preparing RFIs, assembling submittals and documenting meeting agendas and scope changes. The implementation supported office to field document continuity and clarified responsibilities for plan review and on site coordination.
Governance and rollout were structured around phased onboarding, beginning with senior project managers and document control staff, followed by targeted training for foremen and site leads on markup standards and RFI/submittal processes. Project level governance established document ownership, naming conventions and a change request workflow to maintain auditability and consistent project communications.
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Forma Construction PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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|
|
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Project Portfolio Management | PPM |
|
2017 | 2017 |
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Forma Construction CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Forma Construction
Apps Being Evaluated by Forma Construction Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||