What We Do
We design custom workflow automation for construction firms and growth-focused teams turning fragmented tools into synchronized systems.
Most companies already invest heavily in platforms like Procore, BIM systems, CRMs, and internal tools. But disconnected workflows still create delays, manual admin, and operational friction.
We architect automation layers that connect your stack, standardize processes, and create real time clarity across departments.
We don’t replace your tools.
We transform how they work together.
Operational Systems That Scale With You
The Real Problem
Growing companies don’t struggle because of software they struggle because their workflows lack structure.
We analyze your stack, map your real processes, and build automation infrastructure that removes bottlenecks at the role and department level.
Whether it’s a Project Manager handling RFIs and change orders, or a sales team scaling outbound systems, we design automation that supports growth without adding complexity.
Most companies don’t have a software problem.
They have a workflow problem.
RFIs get delayed because no one owns the escalation process.
Change orders stall because approvals aren’t structured.
Departments rely on email threads instead of defined automation logic.
Leadership lacks real-time clarity across projects.
Even with strong platforms in place, disconnected systems quietly erode time, margin, and accountability.
Automation efficiency vs. manual coordination
4x
Reduction in PM admin time
construction clients
68%
systems implemented across client portfolio
+300
projected revenue under automated management
$11M
increase in RFI response speed construction clients
97%
The Technology
Our Solutions
We architect and implement structured automation systems that operate across your existing stack.
Instead of layering more tools, we connect what you already use introducing workflow logic, automated routing, approval hierarchies, and real-time synchronization across departments.
The result is operational infrastructure built for construction environments and scalable teams not temporary fixes.
And once the foundation is built, growth no longer creates chaos.
Automation Infrastructure for Construction & Custom Workflows
Built Around Your Stack. Scoped Around Your Complexity.
Every engagement starts with clarity. Some companies need better tools. Others need full operational automation. We help you determine the difference.
Most growing firms already invest heavily in tools.
But software alone doesn’t create efficiency.
The real question is:
Do you need better tools or better workflows?
During our consultation, we determine whether:
You simply need stack optimization
You need structured workflow design
Or you need full automation infrastructure
Stack & Workflow Advisory
Companies unsure whether they need custom automation.
Sometimes you don’t need custom automation. You need clarity.
We help you avoid unnecessary software and identify operational gaps before building anything.
Book a Stack & Workflow Call- Full stack audit
- Workflow bottleneck mapping
- Clear roadmap for optimization or automation
- Architecture plan for systems
Workflow Foundation Build
5–20 employee construction companies ready to streamline operations.
This is where projects stop running on email and manual follow-ups and start running on structured systems.
- Automation & Your own tech stack
- Cross-platform syncing between tools
- Baseline automation layer implementation
Full Department Automation & Custom Systems
Companies scaling operations or construction SaaS teams needing deep integrations.
This is not task automation.
This is operational infrastructure that reduces delays, accelerates approvals, and protects margin.
Book a full Department OR Custom system call- Advanced workflow automation across departments
- All automation modules & features
- Custom logic workflows (cost thresholds, approval hierarchies, escalation triggers)
- 24/7 dedicated support
Every engagement is scoped based on operational complexity, number of users, and integration depth. Firms often invest five figures annually in software. Our work ensures that investment actually creates efficiency and measurable outcomes.
Book a free systems consultation.
Determine Whether You Need Tools, Workflow Design, or Full Automation
Our partners & tech we work with
Latenode
- Case study
- Workflow
- Custom AI Automation Ecosystem
N8N
- Case study
- Workflow
- Custom AI Automation Ecosystem
Antigravity
- Case study
- Workflow
- Custom AI Automation Ecosystem
Relay
- Case study
- Workflow
- Custom AI Automation Ecosystem
CloseCRM
- Agent - CRM
- Case study
Seamless
- Live data base
- 50 free leads
- case study
Lemlist
- 14 day free trial
- Case study
Instantly
- Case study
Fieldwire
- Case study
- Workflow
- Custom AI Automation Ecosystem
Autodesk
Enterprise ERP
Bluebeam
- Case study
- Workflow
- Custom AI Automation Ecosystem
Sage
- Case study
- Workflow
- Custom AI Automation Ecosystem
Mercell (EU)
- Case study
- identifying the best agencies to target and setting up the Mercell automation
Civiq IQ (US)
- Case study
- identifying the best agencies to target and setting up the CivicIQ automation
Buildertrend
- Government GTM Strategy Playbook
Builder radar
- Case study
- Workflow
- Custom AI Automation Ecosystem
Construct Connect
- Case study
- Workflow
- Custom AI Automation Ecosystem
Appfolio
- Case study
- Workflow
- Pro 1: It provides a "One-Click" integration between property management and investment management, creating a seamless data flow from the tenant to the investor.
- Pro 2: It is highly affordable and fast to implement for mid-market syndicators who find "Enterprise" tools too complex.
- Pro 3: The built-in CRM and "Smart Compose" AI help small teams manage hundreds of investors without hiring extra staff.
- The "Syndicator Tech-Stack" Implementation. You set up the link between their property-level accounting and the Investment Manager portal, ensuring buyers see real-time ROI.
- Investor Success Management. You manage the portal, uploading K-1s, monthly reports, and new offering memorandums, using your AECO knowledge to write the "Technical Progress" updates.
Juniper square
- Case study
- Workflow
- Pro 1: It is the gold standard for "Investor Relations," making capital calls and distributions look professional and institutional.
- Pro 2: It automates complex "Waterfall" calculations, drastically reducing the risk of paying investors the wrong amount.
- Pro 3: Its investor portal is mobile-first and highly intuitive, which helps "Sellers" (GPs) raise capital faster from "Buyers" (LPs).
- The "Fund Launch" Technical Setup. You migrate an investor from a "messy Excel and Email" system to a fully automated Juniper Square environment, including historical data cleanup and portal branding.
- Automated Waterfall & Reporting Audit. You provide the technical oversight to ensure their "Technical CAPEX" from construction is correctly hitting the investor's financial "Waterfall" for accurate profit splitting.
VTS
- Case study
- Workflow
- Pro 1: It is the "Salesforce of CRE," used by nearly every major Class-A landlord to track leasing and tenant demand.
- Pro 2: It offers real-time market benchmarking, showing landlords exactly how their building performs against the neighbors.
- Pro 3: It streamlines the "Lead-to-Lease" workflow, removing the need for brokers to send manual weekly updates.
- The "Smart-Lease" Mapping Integration. You convert their static AutoCAD floor plans into "VTS-ready" interactive digital assets that update live as leases are signed or modified.
- Fractional Leasing Ops Partner. You manage the technical side of their VTS instance, ensuring that technical building changes (renovations/demolitions) are instantly reflected in the leasing data for the brokers.
Cherre
- Case study
- Workflow
- Pro 1: It is the industry-leading "Data Warehouse" that un-silos technical AECO data and merges it with financial and market data.
- Pro 2: It offers an incredibly robust API and "Connections Catalog" that makes it the central nervous system for institutional investors.
- Pro 3: It provides massive ROI by automating thousands of hours of manual data cleanup that analysts usually do in Excel.
- The "Unified Portfolio Intelligence" Setup. You build a custom data pipeline that pipes their Procore/AutoCAD project data into Cherre, giving the Seller a live dashboard of their asset’s "True Value" to show potential buyers.
- Managed Data Engineering. You act as their outsourced "Data Architect," ensuring every new acquisition's technical docs are correctly mapped into their master Cherre warehouse for instant reporting.
Altrio
- Case study
- Workflow
- Pro 1: It uses AI-powered data extraction to pull metrics from messy PDFs (Rent Rolls, T12s) directly into an investor’s deal pipeline.
- Pro 2: It is built specifically for "Dealmakers," focusing on the velocity of screening and underwriting rather than project management.
- Pro 3: It centralizes "Market Intelligence," allowing buyers to see every deal they’ve ever looked at on a map to spot trends.
- The "Deal-Flow Accelerator" Implementation. You configure their Altrio workspace with custom underwriting templates and automate the ingestion of their "As-Built" CAD data for instant site feasibility scores.
- The "Due Diligence Digital Vault." For a Seller, you use Altrio to build a high-speed, AI-indexed data room that allows buyers to clear due diligence 30% faster.
Python
- Case study
- Workflow (GIthub)
- Python in make.com
- Design and deploy private, secure AI pipelines using Python and Rust,
- High-speed data processing and proprietary model safety
JSON
AI Infrastructure & LLM Fine-Tuning
Docker
- Case study
- Consistency
- Isolation
- Scalability
- Efficiency
SQL/NoSQL
- Case study
- Workflow
- Custom AI Automation Ecosystem
Supabase
- Case study
- Workflow
- Custom AI Automation Ecosystem