Case Studies

Real work.
Real results.

Three Trade Partners. One common reality: good people drowning in mundane administrative work. Here's how we helped - without replacing anyone or changing how their business feels to run.

Common Themes

What unites these stories

Your people are your greatest asset. Rather than replacing Team Members with technology, we use automation to free them from repetitive tasks so they can focus on work that actually requires their expertise.

Case Study 1

ICI Electrical Contractor

Commercial & Industrial Electrical Contractor  |  Southern Ontario

Company Profile

A family-owned electrical contractor serving the ICI market with 52 Team Members including licensed electricians, apprentices, and a dedicated office team of five. Work spans industrial facilities, commercial tenant improvements, and institutional projects including schools and healthcare.

Over two decades, the company had accumulated an enormous volume of institutional knowledge - product specs, client preferences, supplier contacts, warranty docs, and project histories. The problem: this knowledge lived scattered across email inboxes, shared drives, filing cabinets, and individual Team Members' memories.

The Challenge

A project manager needed to know what LED fixture they'd used on a similar project three years ago. What should have been a two-minute answer turned into a 45-minute search through old emails, project folders, and phone calls to suppliers.

The office team estimated they were collectively spending 8-10 hours per day - across five people - just searching for information that already existed somewhere in the company's records. At fully-loaded office rates, that represented over $70,000 annually in lost productivity.

The information existed - but finding it was like looking for a needle in a haystack. Except the haystack is twenty years of emails, shared drives, and filing cabinets.

Our Approach: Company Brain

We built an AI-powered knowledge system that indexes and understands the company's full document archive. Team Members ask questions in plain English through a simple chat interface and receive answers drawn from their own records - with citations to source documents for verification.

Results

1.5 hrsSaved per person, per day
$68KAnnual productivity value
<30sAvg. query response
1 FTENew hire avoided

Within three months, the office team recovered ~1,900 hours annually. The company absorbed a 20% increase in project volume without adding overhead. Institutional knowledge that previously lived only in senior Team Members' heads became a shared, searchable asset.

Sound familiar?

If your team is spending hours searching for information that already exists somewhere in your records, we can help.

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Case Study 2

Structural Steel Fabricator

Structural Steel Fabrication & Erection  |  Eastern Ontario

Company Profile

A steel fabricator and erector serving the ICI market across Ontario with 45 Team Members across fabrication shop and field crews. Founded by two brothers who started with a single CNC plasma table, the company earned preferred Trade Partner status with several major General Contractors.

Their single estimator was highly skilled at pricing steel packages and understanding complex structural requirements. But a growing portion of his time was being consumed by reading through thousand-page bid documents, reviewing addenda, summarizing RFIs, and making bid/no-bid decisions.

The Challenge

A typical ICI tender package arriving at the office included 200+ pages of specifications, dozens of drawing sheets, and supplementary documents. Before the estimator could begin actual pricing, he needed to review all of this material to understand scope, identify steel requirements, and flag risks.

Document review was consuming 3-4 hours per bid opportunity minimum. With multiple opportunities arriving weekly, the estimator was spending more than half his time on document review rather than the skilled estimating work that required his expertise. They were passing on bids simply because he didn't have time to get to them.

Our Approach: AI-Powered Document Analysis

We implemented a document analysis system designed for construction estimating workflows. It generates structured summaries of bid packages, provides preliminary bid/no-bid recommendations based on the estimator's own criteria, reviews addenda for scope-relevant changes, and summarizes RFIs for the shop floor. The estimator makes all final decisions - the system handles the reading.

Results

-65%Doc review time
+60%More bids submitted
12 hrsFreed per week
1 FTEJunior hire avoided

Bid submissions increased 60% with a consistent win rate - directly translating to revenue growth. The owners had been trying to hire a junior estimator for over a year without success. The system eliminated that hiring need entirely, and the senior estimator's hours returned to a sustainable level.

Case Study 3

Mechanical Contractor

HVAC & Plumbing Contractor  |  Western Canada

Company Profile

A second-generation mechanical contractor specializing in HVAC and plumbing for mid-rise commercial and institutional projects. 62 Team Members including journeyman plumbers, sheet metal workers, and refrigeration mechanics. Project scope typically ranging from $500K to $3M in mechanical work.

The company's office manager had been with them for 18 years - exceptional at her job, but that job had grown impossibly large. Between AP, AR, and project billing, she was drowning in paper.

The Challenge

The company processed ~400 supplier invoices per month. Each needed to be extracted from emails, matched against POs and delivery tickets, coded to the correct project, verified, and entered into accounting. The office manager estimated 15-20 hours per week on AP alone.

Receivables were equally painful - progress billing, holdback calculations, change order tracking. Collections were reactive. The average collection period had crept to 58 days, nearly two weeks longer than industry standard, because there simply wasn't time for proactive management.

Our Approach: Invoice Automation

We implemented a comprehensive system covering AP automation (auto-extraction, PO matching, discrepancy flagging), delivery ticket reconciliation, AR management with automated aging and payment reminders, and a centralized payment status dashboard. The goal: protect staff from burnout and eliminate the need to hire.

Results

-70%AP processing time
-14 daysReduced collection period
$47KDiscrepancies caught in 6 months
1 FTEAdmin hire avoided

AP dropped from 15-20 hours/week to ~5 hours. The automated matching caught $47K in billing errors and pricing discrepancies in the first six months. Collections improved from 58 to 44 days. The office manager's work week returned to a sustainable 42-44 hours, and she took on strategic responsibilities she never had time for before.

The Math

What time savings actually look like

Sample: 1.5 Hours Saved Per Day

Average Ontario construction office wage: ~$28-35/hour fully loaded
1.5 hrs/day × $32/hour = $48/day saved per Team Member
$48/day × 250 working days = $12,000/year per Team Member
5 office Team Members = $60,000+ annual productivity recovery

This doesn't count the avoided cost of hiring additional staff. In each case, clients eliminated the need for at least one new hire - at typical fully-loaded costs of $65,000-75,000 annually, the overhead savings alone often exceed the investment in automation.

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1-2 hrsRecovered per person per day
1 FTEHire avoided in every case
0People replaced