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Case Study

Automated Plot Plan Delivery

Sector Construction Services
Client Type Regional services firm
Scale Hundreds of jobs/day
Engagement Process Automation
1,200+
Jobs processed automatically during parallel-run validation alone
Zero
Manual file operations required for standard jobs
Same day
Recovery after mid-project infrastructure change with all jobs re-queued

Hundreds of jobs a month, managed by hand

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:

  • Locate the correct builder folder on a network share
  • Copy the CAD drawing file to the right destination
  • Create a shortcut and a URL file in the project folder
  • Log the job as complete

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.

A fully automated polling system, end to end

Every 10 minutes, the system queries the company's Sage 100 Contractor database for new plot plan jobs. For each job, it:

  1. Identifies the correct builder and region using a normalized name-matching system that handles variations, suffixes, and regional designations like "of Austin" or "of DFW"
  2. Looks up the correct destination folders from a managed mapping configuration
  3. Copies the .dwg file, creates a shortcut, and places the .url file, mirroring exactly what coordinators were doing manually
  4. Records the result in a local database and flags anything it cannot resolve automatically

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.

Resilient by design

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.

Coordinators only touch exceptions

  • 1,200+ jobs processed automatically during the parallel-run validation phase alone
  • Zero manual file operations required for standard jobs
  • Self-healing error handling: most flagged jobs resolve without developer intervention
  • Team communication reduced to a shared spreadsheet, no custom portal or training required
  • System survived a mid-project infrastructure change with same-day recovery

Tech Stack

Python
SQLite
Sage 100 Contractor (SQL)
Google Sheets API
Windows Task Scheduler
AutoCAD (.dwg) file handling

Key Outcomes

Fully automated polling, runs every 10 minutes
Handles naming variations across dozens of builders
Plain-English exception reporting in Google Sheets
Operations team owns all resolutions, no dev needed
Survived infrastructure migration without data loss
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