How we work.
One process. We diagnose where margin leaks, build the systems that stop it, and refine them over time. Every engagement delivers working infrastructure — not recommendations.
Diagnostic
We map how your business actually works — workflows, handoffs, reporting, systems, and decision points. Every gap gets tied to dollars.
- Stakeholder interviews across leadership, PMs, and field
- Workflow mapping from estimate through closeout
- Quantified waste summary with dollar figures
- Prioritized systems roadmap
Install
We build the dashboards, reporting systems, workflow automations, and operational agents configured to your tools and processes.
- Job cost and margin dashboards
- PM reporting frameworks
- Workflow automations and handoff structures
- Operational agents for recurring reporting
Manage
We run and improve your intelligence department over time — refining reporting, tuning agents, 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'll tell you whether the diagnostic makes sense for your business. If it doesn't, we'll say so.