Audit. Install. Manage.
One process. We diagnose where margin leaks, build the systems that stop it, and refine them over time.
Diagnostic
2–4 weeks
- Stakeholder interviews
- Workflow mapping
- Systems audit
- Quantified waste report
- Prioritized roadmap
Install
4–12 weeks
- Dashboards + reporting
- Workflow automations
- Handoff structures
- Operational agents
- Team training
Manage
Ongoing
- Monthly reviews
- Dashboard refinement
- Agent tuning
- New system builds
- Strategic reviews
Diagnostic
We interview stakeholders, map workflows, audit systems, and quantify every gap in dollars. The output designs the installation.
What We Review
- Estimating to project handoff
- Labor tracking and productivity
- PM reporting cadence
- Change event capture
- Billing package readiness
- Cash flow visibility
- Closeout bottlenecks
What You Receive
- Operational gap map
- Quantified waste summary with dollar figures
- Workflow diagnosis by department
- Prioritized systems roadmap
Duration: 2\u20134 weeks. Your team: ~6\u20138 hours of interviews.
Total Waste
$183K
Gaps Found
6
Critical
3
Operational Gap Map
Install
We build the dashboards, reporting systems, workflow automations, and operational agents configured to your tools and processes. Quick wins ship in the first two weeks.
What Gets Built
- Job cost and margin dashboards
- PM reporting frameworks
- Workflow automations and handoff structures
- Operational agents for recurring reporting
- Billing and closeout visibility
- Executive summary views
What Gets Delivered
- Live systems connected to your data
- Documented workflows and SOPs
- Role-based reporting access
- Management cadence and review structure
- Team training and adoption support
Duration: 4\u201312 weeks depending on scope. Quick wins in the first two weeks.
What the installed system looks like
Active Jobs
14
+2
Avg Margin
23.4%
-1.2%
Backlog
$4.8M
+$620K
Billing Lag
6 days
-3 days
| Job | PM | Margin | Status | Billed |
|---|---|---|---|---|
| Apex Tower MEP | R. Torres | 28.1% | on-track | 72% |
| Civic Center HVAC | K. Pham | 14.3% | at-risk | 48% |
| Ridgeline Phase 2 | D. Walsh | 31.7% | on-track | 91% |
| Harbor Electrical | M. Chen | 9.8% | critical | 34% |
| West End Plumbing | J. Okafor | 26.5% | on-track | 67% |
Manage
We run and improve the systems over time — refining reporting, tuning agents, adding new layers, and strengthening visibility as the business grows.
Monthly operational reviews with leadership
Dashboard and automation refinement
Agent tuning and new system builds
Quarterly strategic reviews
Common Questions
No. We build on your existing tools. Procore, Sage, QuickBooks, Foundation, Vista, ServiceTitan, Buildertrend, or whatever you run. We connect and extend. No forced migrations.
Yes. Every system we install is configured to your actual tech stack, your workflows, and your team structure. Nothing generic.
2 to 4 weeks. Your team commits roughly 6 to 8 hours of interview time. We handle the rest.
20 to 200+ employees. PM-heavy operations. Specialty contractors, self-performing GCs, and growing trade businesses.
Access to your key people for interviews. View access to your project management, accounting, and reporting tools. That is it.
The right next step is a conversation.
We will tell you whether the diagnostic makes sense for your business. If it does not, we will say so.