The Art of the Possible
2028
The Intelligent Enterprise

When the vision is fully realized, BrandSafway transforms from a collection of 49 disconnected systems into a unified, AI-powered enterprise where every decision is data-driven, every process is optimized, and every persona is empowered by real-time intelligence.

49
12
Systems
3 Days
3 Sec
To Answer
29%
38%
EBITDA Margin
Manual
85%
Automated
Reactive
Predictive
Operations
$50M Loss
+$180M
Value Created
A Day in the Life

How Each Persona Works in 2028

When AI agents, unified data, and intelligent automation become the new normal

CEO / Executive
Strategic Command Center
6:30
AI Morning briefing auto-generated from Enterprise 360
Voice-enabled summary: Revenue +3.2% vs plan, 2 contracts need attention, safety green
8:00
Board prep: "Show me our ExxonMobil relationship health"
Customer 360 surfaces: $45M active, 3 projects, 98% SLA, renewal risk low
10:00
AI M&A target analysis requested
Agentic AI synthesizes market data, competitor analysis, synergy modeling in 15 minutes
2:00
Real-time portfolio review via Amplify dashboard
$6.7B TAM visibility, wave tracking, initiative health scores all live
5:00
AI End-of-day anomaly report
AI flagged: Gulf Coast utilization dropping, recommends asset rebalancing
FINANCIAL IMPACT
+$25M faster decisions
-80% report prep time
CFO / Finance
Financial Intelligence Engine
7:00
AI Cash flow forecast auto-updated overnight
AI analyzed 2,400 contracts, predicted $12M collection timing variance
9:00
Budget vs Actual variance drill-down
Finance 360 shows project-level margin leakage, auto-linked to root cause
11:00
AI PE reporting package auto-generated
LTM metrics, value creation bridge, covenant compliance all automated
2:00
"What's our exposure if oil drops 20%?"
AI scenario modeling: $45M revenue at risk, hedging options presented
4:00
Contract pricing optimization review
CLM flagged 12 contracts with below-market escalation — $8M opportunity
FINANCIAL IMPACT
+$50M pricing capture
-5 days close cycle
VP Sales / Regional Director
Revenue Intelligence Platform
7:30
AI Pipeline health score updated
AI identified 3 at-risk deals, recommended next best actions for each
9:00
Customer meeting prep — one click
Customer 360 briefing: history, open projects, contract renewals, risk score
11:00
AI Market Intelligence alert: New refinery expansion
$15M opportunity identified, competitive landscape auto-analyzed
1:00
Quote generated in 10 minutes vs 3 days
PIM + CLM integration: products, pricing, terms, risk scoring all automated
4:00
Win/loss analysis for Q3
AI patterns: 35% higher win rate when proposal includes safety metrics
FINANCIAL IMPACT
+35% win rate
2x pursuit capacity
Branch Manager
Operations Command Center
6:00
AI Daily operations brief ready
Crews assigned, equipment staged, weather impact assessed — all automated
7:00
Real-time crew tracking via FieldTrax
GPS-enabled: 12 crews deployed, ETA to sites, time capture live
10:00
AI Equipment shortage predicted for Thursday
Fleet 360 auto-requested transfer from Dallas branch, approved in 5 min
12:00
Branch P&L live dashboard
Real-time margin by job, labor efficiency, equipment utilization all visible
3:00
Safety check-in completed via mobile
Zero incidents, all certifications green, compliance 100%
FINANCIAL IMPACT
+20% utilization
-40% admin time
Project Manager
Job Lifecycle Intelligence
6:30
AI Project health score: 87/100
AI flagged: labor hours trending 8% over, recommended reallocation
8:00
Change order submitted via mobile
CLM auto-generated pricing, approval workflow triggered, customer notified
10:00
AI Weather impact analysis
AI rescheduled outdoor work, notified crews, updated customer timeline
1:00
Earned value report generated automatically
CPI: 1.02, SPI: 0.98 — on track with minor schedule variance
4:00
Resource planning for next week
Employee 360 shows available certified workers, auto-scheduled
FINANCIAL IMPACT
+5% margin recovery
100% change order capture
Field Technician / Crew Lead
Connected Workforce Platform
5:30
AI Work order + route optimized on mobile
Job specs, safety requirements, equipment list all pre-loaded
6:30
Clock-in via geofence — automatic
Arrived at site, time capture started, PM notified
10:00
AI Material shortage detected
AI auto-ordered from nearest vendor, ETA 2 hours, no work stoppage
2:00
Safety observation logged via voice
"Near miss at scaffold level 3" — auto-routed to safety team
5:00
Job completion photo + signature captured
Customer sign-off, invoice generated, billing triggered same day
FINANCIAL IMPACT
100% time accuracy
-70% paperwork
The Mechanics

HOW It Actually Works

Concrete workflows showing exactly how each capability transforms operations

HOW: Quote-to-Cash in 2028

From customer inquiry to payment — fully integrated
STEP 1: OPPORTUNITY
Customer 360 + Market Intel
• AI detects new refinery project in Dodge
• Matches to customer relationships
• Scores opportunity: $2.4M, 78% win probability
• Auto-assigns to regional sales
STEP 2: CONFIGURE
PIM + Product 360
• Rep selects "Refinery Turnaround" template
• PIM auto-populates: 847 scaffold components
• BOM validated against specs
• Pricing rules applied: $2.1M base
STEP 3: CONTRACT
CLM + Contract 360
• Conga generates contract from template
• AI clause library inserts standard terms
• Risk score: 23 (low)
• Auto-adds 3.5% annual escalation
STEP 4: EXECUTE
Project 360 + FieldTrax
• WBS auto-generated from SOW
• Employee 360 assigns certified crews
• Fleet 360 reserves equipment
• FieldTrax tracks time/progress daily
STEP 5: COLLECT
Finance 360 + AR
• Milestones trigger auto-invoicing
• Change orders priced in real-time
• AI predicts collection: Day 32
• Cash posted to Enterprise 360
Today: Quote takes 3-5 days, 12 handoffs, 4 systems, $15K in admin cost per deal
2028: Quote in 2 hours, 2 handoffs, 1 integrated flow, $500 admin cost

HOW: Contract Lifecycle (Conga CLM)

WHAT THE AI DOES
Clause Intelligence: Scans incoming contracts, flags non-standard terms, suggests approved alternatives
Escalation Enforcement: Auto-calculates price increases on renewal dates, triggers billing system
Risk Scoring: Analyzes liability, insurance, indemnification — scores 1-100 with approval routing
Renewal Prediction: 90 days out, flags at-risk renewals, generates retention playbook
CONCRETE EXAMPLE
"Contract #4521 with Chevron contains non-standard liability cap of $500K vs standard $2M. CLM flags for legal review, suggests counter-language, tracks negotiation history. On approval, auto-updates master clause library for future use."

HOW: Product Information (PIM)

WHAT THE SYSTEM DOES
Structured Catalog: 15,000 SKUs with validated specs, dimensions, weights, load capacities
BOM Engine: Knows what goes with what — scaffold + base plates + connectors auto-bundled
Pricing Rules: Customer-specific, volume-based, regional pricing all automated
Design Integration: CAD/design tools pull specs directly, no manual lookup
CONCRETE EXAMPLE
"Sales rep selects 'Ring-Lock Scaffold 40ft' — PIM auto-adds: 120 standards, 480 ledgers, 240 transoms, 60 base jacks, bracing. Calculates weight: 4.2 tons. Checks Fleet 360: Available in Houston. Price: $18,400/month."

HOW: Agentic AI Works

AUTONOMOUS AGENTS IN ACTION
Quote Agent: Generates quotes from RFPs — reads PDFs, extracts requirements, configures products, prices, drafts proposal
Scheduling Agent: Optimizes crew assignments — balances certifications, location, utilization, customer preferences
Anomaly Agent: Monitors 2,400 contracts for pricing drift, margin erosion, collection delays — alerts humans
Insight Agent: Answers natural language: "What's our Gulf Coast margin trend?" — queries 360s, generates analysis
HUMAN-IN-THE-LOOP
Agents handle 85% of routine decisions. Humans review exceptions, approve high-value actions (>$100K), and train agents on new scenarios.

HOW: Smart Field Operations (FieldTrax)

CONNECTED WORKFORCE FLOW
Morning: Crew gets work order on mobile — site, SOW, safety requirements, equipment list, route
Arrival: Geofence auto-clocks in — GPS confirms location, time capture starts, PM notified
Materials: Scan equipment barcodes — usage logged, inventory updated, cost captured
Completion: Photo + signature → auto-generates invoice → customer receives same day
DATA INTEGRATION
Every field action updates: Project 360 (progress), Asset 360 (utilization), Employee 360 (hours), Finance 360 (costs), Safety 360 (compliance).

HOW: The 360 Views Connect (Real Example)

Question: "What's our total exposure to ExxonMobil and should we extend their credit?"
CUSTOMER 360
• 12-year relationship
• $145M lifetime revenue
• 3 active contacts
• Health score: 87/100
CONTRACT 360
• 8 active contracts
• $42M total value
• 2 renewals in 90 days
• Risk score: 18 (low)
PROJECT 360
• 5 active projects
• $18M in progress
• Avg margin: 34%
• On-time: 92%
ASSET 360
• $2.1M equipment on-site
• 847 scaffold units
• Utilization: 78%
• No damage claims
FINANCE 360
• AR balance: $3.2M
• Avg pay: 38 days
• Never late >60 days
• Credit limit: $5M
AI RECOMMENDATION
APPROVE credit extension to $8M. Low risk, strong history, strategic account. Flag: 2 renewals need attention.
Time to answer: 3 seconds (vs 3 days today querying 12 systems)
The Transformation

WHAT Actually Changes

Side-by-side comparison of today vs. the 2028 intelligent enterprise

TODAY: Contract Chaos

• Contracts stored in 4 different systems + shared drives
• No visibility into non-standard terms until legal review
• Escalation clauses missed — $15M left on table annually
• Renewal surprises — learn about expiring contracts reactively
• 14 days average contract cycle time
• Pricing inconsistency across regions — same customer, different rates

2028: Contract Intelligence (CLM)

• Single repository with AI-powered search and version control
• Real-time risk scoring — non-standard terms flagged instantly
• Auto-escalation enforcement — +$50M captured annually
• 90-day renewal prediction with retention playbooks
• 3-day contract cycle with auto-generation
• Global pricing rules — customer gets same rate everywhere

TODAY: Project Blind Spots

• PM learns margin is blown at month-end close
• Change orders lost in email — $35M uncaptured annually
• Time capture 2-3 days delayed, reconciliation required
• No visibility into crew certifications vs job requirements
• Equipment availability unknown until phone calls made
• Earned value reporting is quarterly, manual, unreliable

2028: Real-Time Project Intelligence

• Daily margin visibility — AI alerts when trending off plan
• Change order workflow — mobile capture, auto-pricing, approval routing
• FieldTrax geofence time capture — real-time, 100% accurate
• Employee 360 matches certifications to job requirements automatically
• Fleet 360 shows ATP across all branches in real-time
• Earned value calculated daily, auto-generated, trustworthy

TODAY: Fragmented Supply Chain

• Reactive ordering — stockouts cause job delays
• No consolidated spend visibility — buying power untapped
• Vendor performance unknown until problems occur
• Equipment scattered — Dallas has surplus, Houston has shortage
• Manual PO process — 5 days from request to order
• No predictive maintenance — fix it when it breaks

2028: Orchestrated Supply Chain

• Predictive ordering — AI forecasts demand, auto-replenishes
• Vendor 360 consolidates spend — 3%+ savings from leverage
• Vendor scorecards — quality, delivery, pricing tracked
• Fleet 360 auto-balances inventory across regions
• Auto-PO for approved vendors — request to order in 2 hours
• IoT sensors predict maintenance — fix before it breaks

WHAT These Changes Mean Financially

+$50M
CLM Pricing Capture
Escalation enforcement + non-standard term reduction
+$35M
Change Order Recovery
Mobile capture + real-time pricing
+$40M
Cross-Sell Revenue
Customer 360 relationship insights
-$25M
Process Automation
Agentic AI + workflow automation
-$18M
Procurement Savings
Vendor 360 spend consolidation
+$85M
Working Capital
DSO reduction + collection optimization
AI in Action

Real-World Journeys: Before & After

See how specific business scenarios transform with AI-powered intelligence

Use Case Journey

Receiving & Responding to an RFP

Major petrochemical facility turnaround — $4.2M opportunity

5 days → 4 hours
Response Time Reduction
TODAY: The 5-Day Scramble
Day 1-2
RFP arrives → Sales scrambles to find historical pricing across 4 systems
Day 2-3
Engineering manually specs equipment → Searches catalogs for 200+ SKUs
Day 3-4
PM creates WBS manually → Estimates labor from similar (but unfound) projects
Day 4-5
Legal reviews manually → Response compiled → Submitted at deadline
RESULT
Margin guessed at 18% • Win rate 23%
2028: The 4-Hour Response
Hour 1
RFP ingested by AI → Extracts requirements → Matches 3 similar wins from Contract 360
Hour 2
AI auto-generates BOM from PIM → Optimal equipment with ATP confirmation
Hour 3
WBS auto-created → Labor from Employee 360 skill match → Pricing optimized
Hour 4
CLM flags risk clauses → Response auto-formatted → Submitted same day
RESULT
Margin calculated at 24.5% • Win rate 48%
Contract 360
PIM / Product 360
Asset 360
Employee 360
Project 360
Use Case Journey

FP&A: Board Pack Preparation

Q3 performance analysis for PE partners and Board review

3 weeks → 6 min
Board Pack Generation
Data Sources
Finance 360 — P&L, Balance Sheet
Amplify — 198 Initiative Status
Market Model — $6.7B TAM
Project 360 — Job Performance
AI Board Pack Engine
"Generate Q3 Board pack with EBITDA bridge, TAM performance, and transformation status"
AI-Generated Output
EBITDA Bridge with variance explanations
TAM capture: 22% achieved, 78% whitespace
Transformation: CPI 1.07, on-track
Cash flow forecast: 90-day projection
"Why did Gulf margin drop 2pts?"
AI: "3 turnaround projects had change orders not captured..."
"What's LNG pipeline exposure?"
AI: "$847M across 12 active projects, 4 pending..."
"Which initiatives are at risk?"
AI: "3 of 198 flagged red: ERP Phase 2, CLM rollout..."
"Covenant compliance status?"
AI: "All covenants met. Leverage at 3.2x vs 4.0x limit..."
Use Case Journey

Sales Funnel & Market Intelligence

From $6.7B TAM to prioritized daily actions for every sales rep

15% → 88%
Market Visibility
TOTAL ADDRESSABLE MARKET (TAM)
All scaffold & industrial services opportunities in served markets
$6.7B
Industrial 63% | Commercial 21% | Infrastructure 16%
SERVICEABLE MARKET
Within branch reach + capability match
$4.2B
340 branches × service radius
QUALIFIED PIPELINE
Active opportunities with win probability scored
$1.8B
TIV × Win Rate ranked
CAPTURED REVENUE
Won contracts flowing to execution
$4.1B
Current annual revenue
AI Prioritization
Every morning, each rep gets their top 5 pursuits ranked by TIV × Win Probability. No more guessing where to focus.
Example: "DigitalBridge Data Center $2.4M, 48% WR — call today"
Whitespace Detection
AI identifies $2.8B in untapped opportunities where BrandSafway has capability but no presence.
Insight: "Gulf: $340M LNG where competitor X is incumbent, contract expires Q2"
Win Rate Optimization
AI analyzes historical wins/losses to predict and improve probability on active pursuits.
Recommendation: "Include safety case study — 23% win rate lift on pharma RFPs"
Use Case Journey

Share of Wallet Analysis

Growing revenue with existing customers — the highest ROI pursuit

+15%
Cross-Sell Revenue Lift
ExxonMobil
Enterprise Account — Customer 360 View
CURRENT SPEND
$48M
Annual with BrandSafway
TOTAL SPEND
$124M
Scaffold & Industrial
SHARE OF WALLET
38.7%
Current capture
OPPORTUNITY
$76M
Whitespace to capture
Cross-Sell Opportunity
"Uses Scaffolding LOB. Zero revenue from Coatings — competitor Y has $18M. Recommend proposal for Baytown refinery."
Risk Alert
"Beaumont site contract expires in 90 days. $8.2M at risk. Last NPS score: 72 (down from 81). Escalate to VP."
Growth Pattern
"YoY spend up 12%. 3 new facilities planned in Gulf region. Position for MSA expansion."
Relationship Map
"Key contact: VP Procurement, Sarah Chen (strong). Gap: No relationship with Turnaround Planning — introduce."
18K
Customers Analyzed
$2.1B
Cross-Sell Identified
+15%
Revenue Lift Potential
AI-Driven
Priority Recommendations
Use Case Journey

Customer Experience Transformation

From 24-48 hour contract cycles to same-day service — delighting 18K customers

24-48hrs → Same Day
Contract Turnaround
TODAY
Customer Calls
Rep can't access history — asks customer to repeat info
2 DAYS
Quote Generation
Engineering specs equipment from 4 systems. Customer waits.
DAY 3
Contract Review
Legal manually reviews. Risk clauses missed. Escalation.
2028
SAME DAY
AI-Powered Service
Customer 360 briefing → AI quote in 4 min → CLM risk-check → Contract sent
24/7
Self-Service Portal
Track jobs, invoices, contracts anytime
100%
First-Call Resolution
Rep has full Customer 360 context
Real-Time
Project Visibility
Earned value, schedule, safety metrics
+18 pts
NPS Improvement
From service speed + transparency

"I called BrandSafway at 9 AM needing a quote for an emergency turnaround. By 11 AM, I had a detailed proposal with pricing, equipment specs, and a draft contract. That used to take a week. Game changer."

— Procurement Manager, Major Refinery Customer (2028 Vision)

The Capability Stack

Nine Pillars of the Intelligent Enterprise

The integrated technology foundation that makes the vision possible

Unified 360 Views
14 semantic layers unifying Customer, Contract, Project, Asset, Product, Employee, Vendor, Branch, Safety, Rental, Fleet, Finance, Enterprise, and Portfolio views into a single source of truth.
14 Views Real-Time AI-Ready
Contract Lifecycle (Conga CLM)
AI-powered contract intelligence: automated clause library, risk scoring, escalation enforcement, renewal prediction, and pricing optimization across 2,400+ active contracts.
+0.75% Revenue AI Clauses Auto-Escalation
Product Information (PIM)
Centralized product catalog with 15,000+ SKUs, structured attributes, BOM relationships, pricing rules — enabling design-to-quote automation and configuration accuracy.
15K SKUs -60% Quote Time Design Integration
Agentic AI Workforce
Autonomous AI agents handling routine decisions: quote generation, change order pricing, resource scheduling, anomaly detection, and predictive maintenance recommendations.
85% Automation 24/7 Operations Self-Learning
Hybrid Human-AI Workforce
Humans focus on relationships, judgment, and strategy while AI handles data processing, pattern recognition, and routine execution — amplifying human capability 10x.
10x Amplification Human-in-Loop Augmented Decisions
Smart Field Operations (FieldTrax)
Connected workforce with GPS tracking, geofence time capture, real-time job costing, material scanning, safety check-ins, and mobile-first job completion workflows.
Real-Time Tracking 100% Time Capture Same-Day Billing
Autonomous Departments
Self-optimizing business units: Finance auto-closes books, Procurement auto-reorders, HR auto-schedules certifications, Fleet auto-balances inventory across regions.
Self-Healing Auto-Optimize Exception-Based
Portfolio Management (Amplify)
McKinsey Wave-style initiative tracking connecting $6.7B TAM to execution. Stage gates, earned value metrics, market opportunity prioritization, and strategic resource allocation.
$6.7B TAM Wave Tracking Stage Gates
Orchestrated Supply Chain
End-to-end visibility from vendor to jobsite: predictive demand, automated reordering, vendor performance scoring, strategic sourcing, and real-time inventory optimization.
3%+ Savings Predictive Zero Stockouts
The Core

The Well-Oiled Financial Engine

A cash-generating machine that makes BrandSafway the most desirable PE portfolio company

Revenue Engine

Pricing Capture (CLM) +$50M
Change Order Recovery +$35M
Cross-Sell Uplift +$40M
Market Share Gain +$55M
Total Revenue Lift +$180M

Cost Engine

System Consolidation -$15M
Process Automation -$25M
Procurement Savings -$18M
Fleet Optimization -$12M
Total Cost Reduction -$70M
EBITDA Impact
+$250M
Annual Run Rate
38%
Target EBITDA Margin
12x
Investment ROI

Cash Generation

DSO Improvement -15 days
Working Capital Release +$85M
Invoice Accuracy 99.5%
Collection Rate 97%

PE Value Creation

Multiple Expansion +2.5x
Exit Readiness IPO/Strategic
Recurring Revenue Mix 45%+
Digital Premium Unlocked
$180M
Revenue Capture
$70M
Cost Reduction
$85M
Working Capital
38%
EBITDA Margin
12x
Investment ROI
#1
Industry Position
The Path Forward

From Today to 2028

A phased approach to realizing the intelligent enterprise

2025
Foundation Year — Semantic Layer & Quick Wins
Customer 360 Live CLM Phase 1 FieldTrax Rollout Finance 360 AI Chat Pilots
2026
Acceleration Year — Full 360 Ecosystem
All 14 360 Views Live PIM Integration CLM Full Deploy Agentic AI Phase 1 Portfolio (Amplify) Legacy Sunset Begins
2027
Intelligence Year — AI-First Operations
Hybrid Workforce Model Autonomous Finance Predictive Operations Smart Supply Chain 49 → 15 Systems
2028
Vision Realized — The Intelligent Enterprise
12 Core Systems 85% Automation 38% EBITDA +$180M Revenue Exit Ready

The Future Starts Now

Every initiative on the roadmap brings BrandSafway one step closer to becoming the most digitally advanced, AI-powered, and financially optimized specialty services company in the industry.