Action:

We created a centralized, shared file system tailored to their workflows. This included structured folders and real-time status tracking for proposals (initial and executed), subcontracts, COIs, and other critical documents. We also trained their team on how to update and access the file to ensure consistency and accountability.

Result:

The customer now has clear, up-to-date visibility into contract statuses across all projects. This reduced time spent searching for documents, improved internal coordination, and strengthened compliance by ensuring COIs and contracts are always current and accessible.

Action:

We conducted targeted research and cold-called union contractors to confirm if they serviced the project location. For those who did, we introduced the project opportunity and invited them to bid, providing relevant details and connecting them directly with the customer’s estimating team.

Result:

The customer gained access to a broader pool of qualified union contractors, increasing competition and improving pricing options. This proactive outreach helped accelerate the bidding process and ensured greater coverage for scope-specific trades in that region.

Action:

We sourced and vetted additional subcontractors in the area, gathered competitive quotes, and provided a comparison that aligned with the project scope and quality expectations.

Result:

By leveraging local market data and alternative bids, we helped the customer save $2,000 on the scope of work—without compromising quality or schedule.

Action:

We stepped in to manage the closeout follow-up process, proactively contacting subcontractors, tracking outstanding items, and sending consistent reminders to ensure timely responses.

Result:

All necessary closeout documents were collected on schedule, allowing for a smooth and timely project handoff. The customer avoided potential delays and was able to close out the project with full documentation in hand.

Action:

We provided hands-on training tailored to their roles, covering both company-specific workflows and Procore best practices. This included live walkthroughs, how-to guides, and ongoing support to reinforce adoption.

Result:

New employees were quickly brought up to speed, allowing them to contribute effectively with minimal downtime. The customer saw improved consistency across project teams and greater confidence in platform usage.

Action:

We provided a dedicated project coordinator to manage daily logistics, tracking submittals, RFIs, meeting notes, and action items, ensuring communication flowed smoothly between all stakeholders.

Result:

The project team stayed on schedule, with improved documentation, fewer dropped balls, and more time for the PMs to focus on high-level strategy. Coordination gaps were eliminated, improving stakeholder confidence and overall execution.

Action:

We mapped existing processes, identified gaps, and developed standardized workflows tailored to their operations. These were integrated into tools like Procore and supported with team training.

Result:

The customer achieved greater consistency, accountability, and efficiency across projects. Teams understood their roles clearly, and automation reduced manual errors, ultimately accelerating project delivery and increasing client satisfaction.

Action:

We stepped in to manage the full meeting lifecycle. This included preparing structured agendas aligned with project priorities, facilitating discussions to keep meetings focused and efficient, and capturing clear, actionable meeting minutes in real time. Each task was assigned to an owner, deadline, and status. After every meeting, we distributed a recap and proactively followed up with team members to ensure completion and accountability—closing the loop between planning and execution.

Result:

The team experienced a noticeable boost in follow-through and productivity. Action items were no longer forgotten, and tasks were consistently completed between meetings. Meetings became more intentional, and the overall project timeline stayed on track. The customer expressed greater confidence in project execution and stakeholder alignment.

Action:

We conducted a system-wide audit in Procore to identify stale data. This included voiding or closing outdated commitments, cleaning up inactive vendor records, and updating budgets to reflect current change orders and scope. We also adjusted company-level reporting settings to filter out inactive projects and legacy cost codes, ensuring only current, relevant data was included.

Result:

Reports now reflect accurate and up-to-date financials, enabling better forecasting, cost tracking, and decision-making. The accounting team regained confidence in the reporting outputs, and leadership now has a clear view of project and portfolio-level financial health.

Action:

As the implementation team, we joined sales meetings and participated in the client handoff to ensure a seamless transition. We asked targeted, business-specific questions to uncover the customer's operational needs and priorities. Using that insight, we configured the new tools in Procore to align with their workflows, data structure, and reporting expectations, ensuring the setup supported both day-to-day operations and long-term goals.

Result:

The tools were launched with proper alignment and immediate usability. The customer experienced smooth onboarding, faster adoption across teams, and confidence in the system’s setup. This proactive engagement ensured the customer realized value early and avoided costly misconfigurations or rework.

Action:

We took ownership of the documentation process, reaching out to each subcontractor, collecting the required backup, and organizing it according to the owner's specifications. We ensured all files were complete, compliant, and submitted in a timely manner—minimizing delays and maintaining clear communication with all parties involved.

Result:

The owner received a complete and accurate backup package, enabling prompt payment release. The project manager remained focused on overseeing field operations and schedule coordination, confident that the billing documentation was being handled efficiently and professionally.

Action:

We scheduled a virtual support session with the subcontractor, walking them step-by-step through the specific Procore processes they were struggling with. We clarified expectations, demonstrated task workflows, and answered questions in real time to build their confidence and ensure proper use of the platform.

Result:

The subcontractor was able to complete their tasks promptly, and the project stayed on schedule. The proactive support prevented future delays and improved communication and accountability between the subcontractor and the project team.

Action:

We researched industry-standard safety guidelines relevant to the owner’s concerns—referencing OSHA regulations and best practices for the specific scope of work. We then updated the project’s safety plan template to include these requirements, ensuring they aligned with both regulatory standards and the owner’s expectations.

Result:

The updated safety plan was approved by the owner without delay, reinforcing compliance and maintaining project momentum. Field teams received clear, updated guidance for task execution, improving overall jobsite safety and owner confidence.

Action:

We mobilized our entire team to prioritize the rapid setup of all awarded projects in Procore. This included inputting contract details, uploading drawings and documents, assigning users, and configuring workflows to match each project's needs. We worked in real time to ensure field teams had instant access to the tools and data required to begin work.

Result:

All projects were live in the system the same day, enabling seamless field mobilization and immediate progress on-site. The customer met the owner’s expectations for a fast start and avoided costly downtime, thanks to our team’s quick coordination and responsiveness.

Action:

We took on the responsibility of managing both platforms—inputting key project data, documents, and updates into the owner’s system while simultaneously maintaining full records, logs, and task tracking in Procore. This ensured seamless communication with the owner while preserving the customer’s internal project standards and reporting structure.

Result:

The owner received project updates in their required format, ensuring compliance and transparency. At the same time, the customer retained a complete and organized record of the project in their own system, allowing their team to operate efficiently without disrupting existing processes.