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Case Studies

Results from the field

Every engagement starts with the diagnostic. Every result comes from installing real systems — dashboards, workflows, and agents — that changed how the business runs.

Waste Found

$1.2M

total identified

Recovered

$1.3M

verified year one

Avg Close

3 days

down from 18

PM Time Saved

73%

reporting hours

SPECIALTY CONTRACTOR

$183K in annual waste identified in two weeks

Specialty mechanical contractor · 62 employees · $14.6M revenue

Problem

Margins consistently 5–7 points below bid. Nobody could explain the variance. Three operational blind spots: labor variance on rough-in phases invisible at the project level, change orders executed before pricing, and small-works markup that did not cover actual overhead.

What We Installed

Real-time margin dashboard. Phase-level labor tracking with automated alerts. Change order workflow with mandatory pricing gates. Corrected overhead allocation model. Automated WIP report generation.

Result

$127K recovered in year one. PM reporting time reduced from 11.4 to 3.1 hours per week. WIP generation reduced from 2 days to 3 hours per month.

Before & After
Metric
Before
After
PM Reporting
11.4 hrs/week
3.1 hrs/week
WIP Generation
2 days/month
3 hours/month
Margin Variance
5–7% below bid
Within 2%
Change Order Capture
Informal
Mandatory pricing gates

“We knew margin was leaking but could never pinpoint where. The diagnostic laid out every gap with a dollar figure attached. The dashboards they installed changed how we run weekly meetings.”

MR

Mike R.

President · Specialty Mechanical Contractor

MECHANICAL CONTRACTOR

Reporting lag cut from 18 days to 3

Mechanical contractor · 85 employees · $22M revenue

Problem

Monthly financial close took 18 days. Project profitability unknown until completion. Four disconnected systems with no integration layer.

What We Installed

Unified reporting dashboard pulling from all four systems. Automated utilization tracking. Real-time project margin visibility. Weekly flash reports for leadership.

Result

Monthly close reduced to 3 days. Real-time margin visibility across all active jobs. $890K in underperforming projects identified and corrected within first quarter.

Before & After
Metric
Before
After
Monthly Close
18 days
3 days
Margin Visibility
At completion
Real-time
System Integration
4 disconnected
Unified layer
Underperformance
Hidden
$890K corrected

“Our monthly close went from 18 days to 3. We went from guessing at job profitability to seeing it in real time. The ROI was obvious within the first quarter.”

SK

Sarah K.

Controller · Mechanical Contractor

MULTI-LOCATION GC

First consolidated executive view across 4 locations

Self-performing GC · 140 employees · $31M revenue

Problem

CEO had no consolidated view across locations. Each location ran its own reporting. Performance comparison impossible. $420K in annual overhead misallocation.

What We Installed

Consolidated executive dashboard across all 4 locations. Standardized KPI framework. Automated P&L rollup. Manager scorecards with real-time performance benchmarking.

Result

Two underperforming locations identified and restructured. $310K in overhead reallocated within 6 months.

Before & After
Metric
Before
After
Executive View
None
Consolidated across 4 sites
Location Comparison
Impossible
Real-time benchmarking
Overhead Allocation
$420K misallocated
$310K reallocated
Reporting Standard
Per-location
Unified KPIs

“For the first time I could see all four locations in one view. Two sites were underperforming and we had no idea. That visibility alone was worth the engagement.”

DT

David T.

CEO · Self-Performing GC

Your margin problem is probably measurable. The diagnostic is where it starts.

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