CAST Strategies
Consulting Services

Vista Expertise,
Start to Finish

From getting you live on Vista for the first time to optimizing a system you've had for years — CAST's consulting team has seen it all and knows exactly how to help. We work both remote and on-site, and we stay with you long after go-live.

Led by Alan Quartz
Remote & On-Site
Trimble Certified
01

New Implementations

Whether you're migrating from another ERP or standing up Vista for the very first time, CAST manages the entire implementation process — so you can focus on running your business while we handle the technical lift.

We work with you to understand your existing workflows, map them into Vista, and configure the system to match how your company actually operates. That includes complete data migration — bringing over your chart of accounts, vendor records, job data, open payables, and historical information so nothing gets left behind.

Our implementations are done both remotely and on-site depending on what makes sense for your team — and we don't disappear at go-live. We're there through the transition and beyond.

What's Included

  • Full Vista system setup & configuration
  • Data migration from your existing ERP
  • Chart of accounts & job cost structure setup
  • Vendor, customer & employee data import
  • Module-by-module configuration & testing
  • Go-live support & hypercare period
  • Remote & on-site delivery available
02

Process Reviews

Been in Vista for years but feel like things could work better? This is exactly what our Process Review service is designed for. It's common for companies to grow into workflows that made sense at the time but have become clunky, inconsistent, or inefficient as the business has changed.

We come in, take a hard look at how you're using Vista today, identify where things break down or slow people down, and put together a concrete plan for making it better. No rip-and-replace — just smart, targeted improvements that make a real difference for your team.

What We Look At

  • AP, AR & GL workflow efficiency
  • Job costing & project controls setup
  • Payroll & HR configuration
  • Reporting & dashboard effectiveness
  • User access & security roles
  • Module utilization gaps
  • Actionable improvement roadmap

Expand Your Trimble Stack

Already on Vista? We help you roll out the broader Trimble product suite — adding capabilities that connect your office, field, and financial teams into one seamless operation.

Trimble Pay

Payments & Lien Waivers

Trimble Pay streamlines your subcontractor payment process — from electronic lien waiver collection to faster, more transparent payments. We handle the full implementation, including connecting it to your existing Vista AP workflows.

  • Electronic lien waiver management
  • Subcontractor payment automation
  • Vista AP integration setup
  • User training & rollout support

ProjectSight

Project Management

ProjectSight brings RFIs, submittals, daily reports, and drawing management into one place — keeping your field and office teams in sync. We configure ProjectSight to match your project delivery workflows and integrate it with Vista for seamless cost tracking.

  • RFI & submittal workflow setup
  • Drawing & document management
  • Vista cost integration
  • Field crew onboarding & training

Vista Web

Web Access & HR Onboarding

Vista Web puts your ERP in the browser — giving your team access to approvals, time entry, and reporting from anywhere. We also implement Vista Web's HR Onboarding module, letting new hires complete paperwork digitally before their first day.

  • Vista Web environment setup
  • Role-based access configuration
  • HR Onboarding module implementation
  • Digital new-hire workflow setup

We Don't Just
Implement & Leave

Most consulting firms hand you off once you go live. CAST stays in your corner. We offer continuous training, documentation, and direct support — so your team always has someone who knows your system to turn to.

Continuous Training

Ongoing training sessions for your team — whether it's onboarding new employees, rolling out new features, or leveling up existing users on parts of Vista they underutilize.

SOP Documentation

We document your processes as standard operating procedures — written, step-by-step guides your team can reference for any Vista workflow, tailored to exactly how your company uses the system.

Training Videos

Custom training videos built around your specific Vista configuration. Perfect for onboarding, refreshers, or documenting complex workflows — recorded and ready whenever your team needs them.

Dedicated Product Support

Skip the Trimble support queue. CAST can serve as your direct support contact for Vista — answering questions, troubleshooting issues, and resolving problems fast because we know your setup personally.

Let's Talk About
Your Vista Environment

Whether you're starting fresh, cleaning up old processes, or looking to add new Trimble products — we'd love to hear where you're at and how we can help.

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