OAS Lunch & Learn Video Library
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Enter Key Words to Search the Video Library (Ex. Customizations, Project Planning, Budgeting, Reporting):
Mary’s Story - Opening Your Own Business
Hear from Mary Boyd, President and Founder of OAS, LLC, as she shares her journey of taking the leap into entrepreneurship and building a business dedicated to supporting AEC firms.
Mary discusses the experiences, challenges, and lessons that helped shape her path as a business owner and leader in the AEC industry.
Marrying ERP & CRM - Benefits, Challenges, Strategies
Learn why connecting your CRM and ERP is critical for AEC firms.
Courtney Kearney of CKearney Consulting, Mary Boyd, and Tim Cowher of OAS discuss how an integrated system improves collaboration, eliminates duplicate data entry, enhances forecasting, and provides a single source of truth to help firms win more work and deliver more profitable projects.
Open Q&A Session
Team OAS presented a discussion to plan 2026 Lunch & Learn topics, with Mary filling in for Tim. Topics included SV/EV tables in Unanet AE, project planning, automation (AP/AR, timesheets), AI features, PA bill review, and custom columns and formulas. The meeting concluded with a reminder about the Champions Conference and OAS’s 1099 processing services.
