Our customer is a US-based construction company with clients in San Fernando Valley, Hidden Hills, Agoura Hills, Westlake Village, Woodland Hills, Porter Ranch, Santa Monica, and Beverly Hills. They reached out to AlphaBOLD as they wanted to streamline their internal processes and enhance the way they manage their construction projects. The client was previously using Autodesk and a combination of Word, Excel, and other typical office tools to run their business.
This case study examines the implementation of BOLDBuild for the client. BOLDBuild replaced and supplemented the client’s existing tools with its comprehensive and unified project management functionalities.
A technology solution built for AEC companies to optimize team potential, streamline communication, and enable business execution the BOLD-Way. It allows to automate end-to-end processes and streamline bidding process, sales, pre-construction and construction management, field operations, and much more.
Industry: Residential and Commercial Construction
Issue: Inefficient sales and documentation, lack of visibility, inability to track project submittals and approvals, inefficient project management.
Technique: BOLDBuild implementation – Sales, Pre- construction, Project Management, and Foreman modules.
Document and data challenges
The customer was using several disparate, and disconnected tools to run their business. They were manually writing critical project information on various documents and notes. None of this information was easily accessible to stakeholders, and much of it required additional data entry into their existing tools such as excel sheets, etc.
Loss of potential customers due to inefficient sales processes
The client was unable to track sales in their CRM system actively. They did not have a smooth lead capture process and were unable to convert promising leads into paying customers.
Furthermore, their opportunity management process was flawed, which meant that multiple clients who demonstrated interest in doing business were lost. The client was also unable to maintain a streamlined directory in which it could store accounts and contact information.
Inability to track and manage submittals
The customer had difficulty tracking submittals and other documents related to their construction project. Often, time and data would be lost in hunting down the various versions of the project submittals. Due to these inefficiencies, the client was also finding it hard to track the approvals related to their submittals, and overall, all submittal workflows were time- consuming, complicated, and frustrating.
Convoluted Construction Project Management
Since the client was previously working with multiple tools, their internal processes were disconnected.
Managers did not have visibility into the project details. Many functions, such as documentation, role-based access to project data, project status updates, resource scheduling, vendor management, employee timesheets, etc., were done manually. This was proving to be an increasingly time-consuming and cost- inefficient approach to managing their growing business needs.
ENTER BOLDBUILD – A CONNECTED CONSTRUCTION PROJECT MANAGEMENT SOLUTION
What is BOLDBuild?
BOLDBuild is a set of tools built atop the Microsoft Power platform, which helps AEC (Architectural, Engineering and Construction) firms streamline their business operations from buy-out and bidding to estimation and pre-construction, and project management through project completion. It offers an integrated solution for the entire project lifecycle and leverages advanced analytics and end-to-end automation to streamline the construction processes. BOLDBuild offers multiple modules to help our clients streamline their process workflow and enhance their overall productivity.
BOLDBuild’s Sales app helped our client streamline their entire lead and opportunity management cycle with a secure, centralized database that stored all client data. This allowed them to maintain an enhanced directory, and thus they could easily generate bids to convert leads into won opportunities and gain real-time visibility throughout their sales cycle.
Document and Data Management
BOLDBuild has advanced document management capabilities. This robust project management software allows customers to generate document hierarchy and structure to handle all project-related documents. The BOLDBuild Project Management App allowed the client to empower users in the field to enter data directly into a centralized database. BOLDBuild’s document and data management capabilities bring the functionality of their disparate tools into a single application, providing the customer with a method to allow users in the field to enter data directly into a centralized database. It also helped reduce manual errors and data re-entry, saving time and reduced cost for the client.
Enhanced Project Management Capabilities
The BOLDBuild Project Management app helped the client schedule out their projects, keep track of submittals, RFI’s, budget and change orders, and time tracking. They were able to streamline information with advanced analytics across channels with one centralized hub easily accessible to all stakeholders.
Additionally, the client was also provided visibility into employee timesheets, resource availability, material receipts, and much more. It gave our client access to digital mediums to quickly track and manage inventory. It also gave them increased control over daily tasks and connected their team members with vendors in one comprehensive dashboard.