Case Study
The Problem
A construction services company processing plot plans for dozens of home builders across multiple regions was managing incoming job orders entirely by hand. Each new job from their project management system required a coordinator to:
With hundreds of jobs per month across builders operating in Texas, Florida, and beyond, each with their own folder naming conventions and regional subfolder structures, this process was slow, error-prone, and a constant drain on staff time.
The Solution
Every 10 minutes, the system queries the company's Sage 100 Contractor database for new plot plan jobs. For each job, it:
When the system cannot complete a job (unknown builder prefix, missing folder, file not yet available), it surfaces the issue in a shared Google Sheet in plain English, not technical jargon, so the operations team can resolve it with a checkbox and a two-letter entry. The automation picks up the resolution on the next cycle. No developer involvement required.
Adapting Mid-Project
Midway through deployment, IT migrated the builder source folders from one network drive to another with no advance notice. The automation detected the errors, surfaced them cleanly, and was reconfigured and back online within a day, with all affected jobs automatically re-queued.
No jobs were lost.
Results
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