D&IT Business Transformation
Roadmap Accelerator
Accelerating BrandSafway's digital transformation through unified 360 views and semantic-first data strategy. Building intelligent foundations while IT rationalization progresses in parallel - enabling faster time-to-value through data and AI integration.
9
Priority Initiatives
18-24
Month Break-Even
49
Systems to 28
11
360 Views
Why Transform: Data & System Complexity Limits Value Delivery
Critical Gap49 disconnected systems create friction across every role - costing BSW millions in operational inefficiency, delayed revenue, and missed market opportunities.
Annual Cost of System Complexity
$8-12M
Time/Labor Leakage
1% misreported hrs
$15-25M
Revenue at Risk
Contract delays
$5-8M
Admin Overhead
Manual data work
11.5%
Margin Gap
CPG 13% vs 24.5%
$50M+
Total Annual Impact
Recoverable value
BSW Customers
~18K Industrial & Commercial
Pain Points
- • Multiple sales rep outreach
- • 24-48hr contract delays
- • Inconsistent pricing
Financial Impact
$15-25M
Revenue at risk from delays
Solution
Customer 360 + Conga CLM → Same-day contracts
Outside Sales Rep
250+ FTEs
Pain Points
- • 8-10 systems daily
- • Manual lead mapping
- • No market intelligence
Productivity Gap
$500K/rep
Bottom 50% underperformance
Solution
Customer 360 + AI Quote → +40% win rate
Foreman
5,000+ FTEs
Pain Points
- • 10-12 systems
- • Paper-based timesheets
- • No real-time data
Time Leakage
438K hrs
1% misreported (~$8-12M)
Solution
FieldTrax 1.0 → -30% time errors
Branch Manager
340+ Managers
Pain Points
- • 18-20 systems
- • Excel scheduling
- • No territory visibility
White Space Blind
$2.8B+
Untapped opportunity
Solution
Branch 360 → Territory dashboards
Financial Analyst
150+ FP&A & Accounting
Pain Points
- • 14-16 systems
- • Manual data manipulation
- • Delayed reporting
Admin Overhead
$5-8M
Annual manual data work
Solution
Finance 360 + Snowflake → Automated
Before vs After Transformation
| Metric | Today (AS-IS) | Tomorrow (TO-BE) | Impact |
|---|---|---|---|
| Contract Cycle Time | 24-48 hours | Same-day | 75% faster |
| Time Misreporting | 1% (438K hrs) | 0.3% | -70% errors |
| Systems per User | 10-20 systems | 3-5 systems | -75% context switching |
| CPG Margin | 13% | 24.5% | +11.5pts |
| Quote Response Time | Hours/Days | Minutes | +$500K/rep |
| Market Visibility | 15% coverage | 88% coverage | +$6.7B TAM access |
The transformation isn't just about technology - it's about enabling 18K customers to get faster service, 5,000+ foremen to spend time on work instead of paperwork, and 250+ sales reps to focus on winning deals instead of navigating systems.
AS-IS vs TO-BE State: Clear Transition Path
AS-IS State
Current Challenges
Fragmented Data
Customer data scattered across Salesforce, J&E, Profield, BAS - no single source of truth
49 Systems Complexity
Disconnected systems create manual work, errors, and slow response times
Excel-Based Operations
Labor scheduling, pricing, inventory managed in spreadsheets with minimal visibility
Manual Time Capture
Paper-based timesheets creating 1% misreported hours (~438K hours)
Disconnected Reporting
Operations reviews require manual data manipulation across systems
Transition Strategy
Semantic-First Approach
Build Semantic Layer First
Create unified data models & 360 views before full system rationalization
API-First Integration
Azure Integration Services + Workato connecting existing systems through APIs
AI/ML on Unified Data
Enable Gen AI & Agentic AI on semantic layer while legacy systems run
Parallel IT Rationalization
System retirement happens gradually as 360 views mature
Quick Wins Strategy
Low-effort, high-impact integrations first to demonstrate value
TO-BE State
Target Architecture
Unified 360 Views
Customer, Contract, Project, Asset, Product, Employee, Vendor, Branch - all connected
28 Optimized Systems
From 49 to 28 systems with clear data ownership and governance
Snowflake Analytics Platform
Centralized data warehouse powering real-time insights and AI
Mobile-First Field Tools
FieldTrax digitizing time capture, job lifecycle, earned value
AI-Powered Operations
Gen AI for quotes, contracts, risk analysis, predictive maintenance
How 360 Views Enable the Transformation Vision
The Problem: 49 Systems, Zero Unified Truth
Today, answering a simple question like "What's our total exposure to ExxonMobil across all contracts, projects, equipment, and pending quotes?" requires querying 12+ systems, 3 days of manual reconciliation, and still produces conflicting answers. This fragmentation costs $50M+ annually in missed opportunities, pricing leakage, and operational inefficiency.
The Solution: 14 Semantic 360 Views as the Intelligence Layer
Each 360 view creates a unified semantic layer that abstracts the complexity of underlying systems while delivering AI-ready, contextual intelligence. Together, they transform BrandSafway from a system-centric organization to an intelligence-first enterprise — enabling real-time decisions, predictive insights, and $180M+ in captured revenue opportunity.
The 360 Value Chain: From Data Chaos to Competitive Advantage
TODAY
49 Silos
FOUNDATIONAL
Customer • Product • Employee
OPERATIONAL
Contract • Project • Asset • Fleet
REVENUE
Rental • Vendor • Branch
EXECUTIVE
Enterprise • Finance • Safety
OUTCOME
+$180M Revenue
3
Foundational
Master Data
4
Operational
Day-to-Day
3
Revenue
Value Drivers
3
Executive
C-Suite
1
Portfolio
Amplify
= 14
Total 360s
Unified
$180M+
Value Unlock
Annual
Foundational 360s — Master Data That Powers Everything
These 360 views establish the single source of truth for core entities. Without clean master data, nothing else works.
Operational 360s — The Day-to-Day Value Engines
These 360 views power daily operations — where contracts become projects, projects consume assets, and value is captured or lost.
Revenue 360s — Direct Value Drivers
These 360 views directly drive revenue through margin optimization, cost reduction, and operational excellence at the point of service.
Executive 360s — C-Suite Decision Layer
These 360 views aggregate insights for executive decision-making — connecting strategy to execution with real-time visibility.
Portfolio View — Strategic Market Opportunity
The McKinsey Amplify-style portfolio view that connects market opportunity to execution capability.
How All 14 360s Connect
1.
Foundational 360s (Customer, Product, Employee) establish master data truth
2.
Operational 360s (Contract, Project, Asset, Fleet) execute on that foundation
3.
Revenue 360s (Rental, Vendor, Branch) optimize value capture at point of service
4.
Executive 360s (Enterprise, Finance, Safety) aggregate for C-suite decisions
5.
Portfolio View connects strategy to the $6.7B market opportunity
The Result:
Any question — "What's our ExxonMobil exposure?" — answered in seconds, not days, with data flowing from all 14 connected 360 views.
Integrated Value Chain: Market to Margin
End-to-end revenue intelligence connecting $6.7B market opportunity to job-level profitability
Stage 1: External Market Intelligence
$6.7B
Total Addressable Market
North America 2026
Industrial TAM: $4.2B
Petroleum/HPI: $1.4B
Power: $0.9B
Chemical/CPI: $0.8B
Turnarounds: $0.9B
Source: IIR Project List
Commercial TAM: $2.5B
New Build: $1.6B
Alteration: $0.5B
Data Centers: $0.4B
Source: ConstructConnect
17
CSV Data Sources
50K+
Projects Tracked
5
Service Types
1.9%
Growth Projected
Feeds Construction Portfolio
Stage 2: Opportunity Identification & Pursuit
Contract Won → Job Setup
Stage 3: Execution & Delivery
Project 360
Job lifecycle, WBS, earned value
2,100
Active Jobs
XTOOL + FieldTrax
Fleet 360
ATP, transfers, utilization
47,832
Fleet Units
BAS + ProField
Employee 360
Skills, certs, scheduling
22,000+
Field Workforce
Workday
Rental 360
Utilization, billing, revenue
45%+
Gross Margin
Top Profit Driver
FieldTrax 1.0 - Real-Time Jobsite Intelligence
The operational backbone connecting all execution data
Time Tracking
438K hrs/yr accuracy
Payroll Auto
J&E Integration
WBS Tracking
Job Setup
Earned Value
Bid vs Actual
Labor Dispatch
Crew Mgmt
Job Complete → Value Captured
Stage 4: Value Realization & Intelligence
Finance 360
AI CFO insights, margin analysis, PE metrics
$4.1B
Revenue YTD
Enterprise 360
Command center - all KPIs unified
13
360 Views Connected
Branch 360
Regional P&L, fleet position, labor
342
Branches Tracked
Continuous Intelligence Loop
Win/loss data + job performance feeds back to refine Market Model targeting & pricing strategy
Data Flow Architecture: 49 Systems to 13 Unified Views
How fragmented legacy data transforms into actionable intelligence through the semantic layer
Source Systems
49
Legacy Applications
Salesforce CRM
J&E (JD Edwards)
ProField
BAS (Branch)
Workday HR
Oracle
MISYS
XTOOL
EPICOR
+40 more...
ETL
API
CDC
API
CDC
Integration Layer
Azure Integration
Workato
MuleSoft
Snowflake DWH
Transform
Unify
Enrich
Unify
Enrich
Semantic Layer
13
Unified 360 Views
Customer
Contract
Project
Asset
Product
Rental
Fleet
Employee
Vendor
Branch
Safety
Finance
AI
Insights
Actions
Insights
Actions
Value
AI Insights
Real-time
Analytics
Automation
49 → 28
System Rationalization
Real-Time
Data Sync
Single Source
of Truth
$30M+
Value Potential
Quantified Value Proposition
The integrated value chain delivers measurable impact across all operational dimensions
$6.7B
TAM Visibility
Market Intelligence
+0.75%
Revenue Uplift
CLM Enforcement
78%
Fleet Utilization
ATP Optimization
25-50%
Margin Improvement
Bottom Quartile Jobs
15-30%
Time Error Reduction
FieldTrax Impact
3.2%
Material Cost
SKU Consolidation
System-to-KPI Value Realization
How Conga CLM, Amplify Portfolio, and FieldTrax work together to achieve financial and business KPIs
Integrated System Flow
Amplify
Portfolio & Strategy
Conga CLM
Contracts & Terms
FieldTrax
Field Execution
KPI Realization
EBITDA Uplift
Conga CLM Solution
Contract Lifecycle Management
| Pricing Margin Improvement | +0.25-0.75% Revenue |
| Baseline: 66% contracts w/ escalation | Industrial (~77% NA rev) |
| Contract Close Speed | 75% Faster |
| Process Automation | 90%+ Automated |
Salesforce-native integration with DocuSign & MS 365 for 350+ locations
FieldTrax 1.0
Modernized Field Tools
| Time Entry Accuracy | -15-30% Errors |
| Baseline: 438K misreported hrs (1%) | Margin Expansion |
| Admin Productivity | -5 OT hrs/wk |
| 200 branches × $35/hr admin | SG&A Reduction |
| Foreman Productivity | -50% Timesheet Time |
2,100 foremen @ $55-60/hr, digital time tracking replaces paper
Job Lifecycle & Earned Value
Project 360 + Amplify Integration
| Project Overrun Reduction | 25-50% Improvement |
| Bottom quartile jobs (>$250K) | Lump Sum Revenue |
| CPG Margin Lift | 13% → 24.5% |
| Labor Redeployment OT | -0.5-1.5% OT Spend |
Industrial T&M >$250K (31% revenue), Earned Value Management
Quote Tools & Procurement
CPQ + Supply Chain
| Sales Productivity | +$500K/Rep |
| Bottom 50% of 250-300 OSRs | Revenue Growth |
| Sales Tax Protection | -50% Audit Exposure |
| ~$10.6M audit payments since '20 | ~$20M exposure |
| Material Cost Reduction | -3.23% via SKU |
Gartner benchmark: Center-led procurement reduces indirect spend 1.5%
KPI Categories from Change Management Principle #3
📊
Utilization
Fleet, Labor, Assets
⚡
Productivity
Admin, Foreman, OSR
💰
Revenue Realization
Margin, Pricing, CLM
🎯
Customer Experience
Contract Speed, Quality
Market Intelligence: November 2025 Update
BSW Market Model intelligence from IIR (Industrial) and ConstructConnect (Commercial) driving strategic decisions
$21.2B
2026F Total Market Size
US/Canada
+1.9%
2026 Growth Forecast
Year-over-Year
$6.7B+
New Opportunities 2026
Industrial + Commercial
~18K
BSW Customers
North America
Market Growth Rate (2024-2028 CAGR)
| Segment | Core | Whitespace | Total |
|---|---|---|---|
| Commercial | 1.9% | 2.8% | 2.4% |
| Industrial | -0.3% | 1.4% | 0.5% |
| Total | 0.5% | 2.0% | 1.2% |
Whitespace and commercial markets offer higher growth than industrial core
Regional Construction Starts (YTD 2025)
Gulf Region
+27.7%
$111.6B YTD - LNG & Data Centers
West Region
+14.2%
$182.5B YTD - Semiconductors
Northeast Region
-0.9%
$202.3B YTD - Manufacturing offset
Southeast Region
-2.0%
$148.3B YTD - NC manufacturing
Industrial End Markets Outlook (2026)
LNG
+16.6%
Fourth wave projects - Gulf/Canada
Pharma & Biotech
+10.5%
Onshoring push - Northeast dominant
Oil Sands
+4.8%
Stable oil prices - Canada recovery
Nuclear Power
+3.4%
Life extension + SMR development
Data Centers
-0.5%
AI growth but grid bottlenecks
Refining
-0.6%
Turnarounds dominate over capex
Commercial End Markets Outlook (2026)
Multi-Family Residential
+3.2%
$1B+ opportunities 2026
Educational
+1.7%
$256M opportunities 2026
Medical/Hospitals
+1.2%
$144M opportunities 2026
Traditional Offices
0.0%
Recovery expected 2027+
Industrial Capital/Turnaround ($4.2B+ Total)
| Northeast | $1,033M | Data Centers, Pharma |
| Gulf | $1,069M | LNG, Refining |
| Southeast | $725M | Data Centers, Manufacturing |
| West | $772M | Data Centers, Refining |
| Canada | $558M | Oil Sands, LNG |
Commercial New Projects ($2.5B+ Total)
| Northeast | $734M | MFR, Bridges, Educational |
| West | $694M | MFR, Bridges, Educational |
| Southeast | $513M | MFR, Educational, Offices |
| Canada | $293M | MFR, Offices, Educational |
| Gulf | $214M | MFR, Educational, Offices |
Top 10 Industrial Project Owners (2026)
Marathon Petroleum
Shell Plc
Amazon
DigitalBridge Group
Microsoft Corporation
Chevron Corporation
Canadian Natural Resources
ST LNG LLC
Athabasca Oil Corp
Woodside Energy
Top 20 owners represent 28% of new industrial capital/turnaround opportunity value in 2026
"Industrial markets will continue to provide BSW with substantial revenue but margins in core markets will likely remain under pressure; diversification into whitespace markets should continue, with a push towards markets with high margins and large job sizes (LNG, pharma)."
- BSW Market Intelligence, November 2025
Source: BSW Market Model, IIR, ConstructConnect, Bloomberg | CONFIDENTIAL AND PROPRIETARY
Market Intelligence: Persona-Level Insights
ActionableRole-specific market insights and actions - transforming market data into executive, sales leadership, branch, and rep-level strategies.
Projected Impact with Enhanced Market Model Attributes
What becomes possible when we add predictive and real-time data
+35%
Win Rate Lift
2x
Pursuit Efficiency
-40%
Analysis Time
+$180M
Revenue Opportunity
👔
Executive
Strategic Direction & Portfolio Management
Today
Decisions on TAM trends without strategic prioritization
Tomorrow
Market-backed portfolio clarity. Board-ready narrative on $6.7B TAM.
$1.8B
Strategic Growth
20%+
Win Rate Lift
3-5x
Faster Decisions
63%
Industrial Focus
Key Actions
- ● Portfolio assessment: Industrial 63% vs current investment
- ● Data Center mandate - highest growth opportunity
- ● Regional prioritization: Gulf (energy) + West (data centers)
💼
Sales Leadership
Strategy & Resource Allocation
Today
Capacity decisions made reactively based on project alerts
Tomorrow
Data-driven resource allocation. Specialist teams in growth segments.
25-30%
Capacity Gain
2x
Win Rate Lift
40%+
Forecast Conf.
$4.2B
Industrial TAM
Key Actions
- ● Audit allocation: Compare sales distribution vs segment TAM
- ● Launch specialist teams: Data centers, energy, pharma
- ● Win rate benchmarking by segment for targeting
📍
Branch Manager
Territory Performance & Accountability
Today
Unclear if underperformance is market or execution driven
Tomorrow
Real-time territory dashboards. Quantified white-space opportunities.
$2.8B+
White Space
30-40%
Win Rate Lift
2x
Visibility
2-4%
Territory Growth
Territory White Space
$344M
Large Industrial
$190M
Mid-Market
$340M
New Prospects
$74M
At-Risk
🎯
Sales Rep
Deal Prioritization & Pursuit Strategy
Today
Reactive pursuit based on notifications. Scattered effort.
Tomorrow
Smart deal routing. Win rate optimization through intelligent prioritization.
40-50%
Win Rate Lift
3-5x
Pursuit Eff.
25%+
Pipeline Quality
35%
High-Growth Opps
Deal Priority (TIV x Win Rate)
Data Center New
$2.4M 48% WR
Refinery T/A
$1.8M 62% WR
Pharma Expansion
$980K 52% WR
Regional Opportunity Heat Map by Segment ($M)
| Region | Refining | Chemical | Data Centers | Pharma | Power |
|---|---|---|---|---|---|
| Gulf Coast | $1.2B | $890M | $180M | $320M | $410M |
| West | $280M | $120M | $680M | $290M | $190M |
| Northeast | $140M | $210M | $420M | $510M | $180M |
| Midwest | $220M | $340M | $260M | $180M | $380M |
| Southeast | $160M | $190M | $340M | $210M | $240M |
>$500M
$350-500M
$200-350M
<$200M
2026 Market Opportunity Timeline
Q1 2026
$1.4B
Turnaround Planning
Q2 2026 - PEAK
$1.9B
Peak Season
Q3 2026
$1.8B
Major Turnarounds
Q4 2026
$1.6B
Year-End Push
Source: BSW Market Model Analysis, Persona-Level Intelligence | CONFIDENTIAL AND PROPRIETARY
Semantic-First Strategy: Building Intelligence While Systems Rationalize
Core ArchitectureThe semantic layer decouples business intelligence from source system complexity - enabling AI capabilities immediately while legacy systems are progressively rationalized over 18-24 months.
Enterprise Data Architecture: 5-Layer Intelligence Stack
Source Systems
49 Legacy Systems
Salesforce
J&E
Profield
BAS
Oracle
MISYS
→
Integration Layer
API Gateway
Azure Integration
Workato
MuleSoft
→
Semantic Layer
12 360 Views
Customer
Contract
Project
Asset
Employee
+7 more
→
Analytics Platform
BI & Dashboards
Snowflake
Power BI
Tableau
→
AI/ML Layer
Intelligence
Azure OpenAI
Gen AI
Predictions
Semantic Layer: 12 Unified 360 Views
Enterprise
Org-wide KPIs
Finance
P&L, Margin
Customer
~18K accounts
Contract
Conga CLM
Project
FieldTrax
Asset
Equipment
Product
PIM catalog
Employee
5K+ foremen
Vendor
Suppliers
Branch
350+ sites
Safety
Incidents
Rental/Fleet
Utilization
Source System Integration Matrix
FieldTrax 1.0
In-Flight
Employee 360 → Project 360 → Finance 360
Conga CLM
In-Flight
Contract 360 → Customer 360 → Finance 360
Amplify Portfolio
Strategic
Enterprise 360 → Finance 360 → All 360s
49 Legacy Systems
Rationalizing
Salesforce, J&E, Profield, BAS, Oracle, MISYS → All 360s
Market Intelligence
$6.7B TAM
IIR, ConstructConnect, Bloomberg → Customer 360 → AI Layer
18-24
Months to rationalize 49 systems
Without disrupting operations
Day 1
AI/ML capabilities enabled
Semantic layer unlocks Gen AI
12
Unified 360 Views
Single source of truth
4
Persona-Level Dashboards
Exec, Sales Lead, Branch, Rep
Semantic Layer → KPI Realization Flow
MARKET INTEL
$6.7B
TAM Opportunity
→
360 VIEWS
Unified
Customer + Project + Contract
→
KPI IMPACT
+$180M
Revenue Opportunity
Conga CLM
+0.25-0.75%
Revenue from faster close
FieldTrax
-15-30%
Time errors reduced
Job Lifecycle
13% → 24.5%
CPG margin improvement
Amplify
93.2%
Plan achievement rate
Semantic Layer Implementation Phases
1
NOW - Q1 '26
Foundation
- • Customer 360 MVP
- • FieldTrax 1.0 Pilot
- • Conga CLM Deploy
2
Q2-Q3 '26
Expansion
- • Contract + Project 360
- • FieldTrax Full Launch
- • AI Quote Generation
3
Q4 '26 - Q1 '27
Integration
- • Asset + Employee 360
- • Amplify Integration
- • Legacy Retirement Begins
4
Q2-Q4 '27
Optimization
- • Full 360 Suite Live
- • Agentic AI Deployment
- • 49→12 System Target
The Semantic-First Advantage
Building the semantic layer (360 views) first enables AI/ML capabilities immediately while IT progressively retires 49 legacy systems to ~12 modern platforms over 18-24 months—without disrupting daily operations. The 360 views become the stable contract between changing source systems and evolving AI capabilities, enabling persona-specific intelligence for executives, sales leadership, branch managers, and reps from day one.
Low-Hanging Fruit: Maximum Impact, Minimum Effort
Customer 360 MVP
Low Effort
Consolidate customer data from Salesforce, J&E, Profield into single view. Immediate visibility across LOBs.
Impact: Eliminate duplicate outreach, reduce contract approval from 24-48hrs to same-day
FieldTrax 1.0 - Modernized Field Tools
In-Flight
Digitizes workforce check-in, timesheet management, and labor analytics. Replaces paper-based processes with mobile-first solution.
Digitized Time Tracking
Mobile check-in/out, GPS verification
Payroll Automation
Auto J&E payroll uploads
WBS Creation
Work breakdown tracking
Earned Value Mgmt
Bid vs Actual analysis
Pilot: Jan '26
Launch: Mar '26
5,000+ Foremen
Impact: 15-30% reduction in misreported hours (438K hrs), 50% less foreman timesheet time, 5 OT hrs/wk admin savings
Conga CLM - Contract Lifecycle Management
In-Flight
Enterprise CLM solution for 350+ locations. Salesforce-native with AI-powered risk assessment, clause library, and automated workflows.
Central Repository
Searchable contract storage
Templates & Clauses
Pre-approved legal library
Workflow Automation
Multi-stage approvals
AI Risk Assessment
Auto-extract key terms
Salesforce Native
DocuSign + Conga Sign
MS 365 Integration
Impact: 75% faster contract close, 0.25-0.75% revenue increase, 90%+ process automation
Amplify Portfolio Management
Strategic
Strategy execution platform aligning all initiatives with $6.7B TAM. Benefits mapping, configurable stage gates, and scenario planning.
Benefits Mapping
Link outcomes to strategic goals
Stage Gates
Configurable governance
Scenario Planning
Portfolio ROI optimization
Resource Capacity
Demand vs capacity planning
Gartner Recognized
GE, Coca-Cola, Pfizer
Power BI Embedded
Impact: $4.1B realized value tracking, 93.2% plan achievement, 198 active initiatives aligned to strategy
AI-Powered Quote Generation
Medium Effort
Integrate Azure OpenAI with CPQ for intelligent quote suggestions based on historical data.
Impact: Bottom 50% OSRs increase yearly revenue by $500K through productivity
Pricing Master Data
Low Effort
Unify pricing data across labor, assets, cost components. Single governance point.
Impact: 50% reduction in sales tax audit exposure (~$10M savings potential)
Procurement Centralization
High Effort
Center-led procurement with automated PO management and vendor lifecycle governance.
Impact: 3.23% reduction in Material COS + Consumables through SKU consolidation
FieldTrax 1.0: Jobsite Management Revolution
Modernized Field Tools
Digitizes workforce check-in, timesheet management, and labor analytics across 5,000+ foremen
Pilot: Jan '26
Launch: Mar '26
Digitized Time Tracking
Core Feature
- Mobile check-in/check-out with GPS verification
- Real-time timesheet capture replacing paper
- Crew time tracking by job/WBS code
- Overtime alerts and labor hour validation
438K misreported hours addressed (1% baseline)
Payroll Automation
J&E Integration
- Automated payroll uploads to J&E system
- Eliminates manual Excel processing
- Real-time labor cost visibility
- Reduced pay cycle errors and delays
Save 5 OT hrs/week per 200 branch admins
WBS Creation & Tracking
Job Lifecycle
- Standardized work breakdown structures
- Job setup with automated routing/approvals
- Labor dispatching and crew assignments
- Progress tracking by WBS code
Integrates with XTOOL and ProField
Earned Value Management
Bid vs Actual
- Real-time bid vs actual cost comparison
- CPI (Cost Performance Index) tracking
- Project profitability dashboards
- Early warning on cost overruns
25-50% improvement in bottom quartile jobs
15-30%
Reduction in Time Errors
50%
Less Foreman Paperwork
5,000+
Foremen Enabled
200+
Branches Supported
$55-60/hr
Foreman Productivity Value
Amplify Strategy Execution: Portfolio Intelligence Platform
Strategic Alignment
Aligns every project and initiative with strategic goals across $6.7B TAM in construction portfolio
Gartner Recognized
Power BI Embedded
Benefits Mapping
Strategic Alignment
- Visual dependency mapping between initiatives
- Link outcomes to strategic objectives
- Cascading benefit realization tracking
- Stakeholder buy-in visualization
Maps $4.1B earned value to strategic goals
Configurable Stage Gates
Governance
- Define custom stages, roles & expectations
- Automated gate approvals and routing
- Governance aligned to project complexity
- Accurate data reporting at each gate
5 configurable stages: Idea to Complete
Portfolio Scenarios
What-If Analysis
- Compare initiative portfolios for ROI
- Dynamic modeling on assumptions
- Resource trade-off visualization
- Risk-adjusted scenario outcomes
Optimize $2.7B active portfolio ROI
Resource Capacity
Demand Planning
- Capacity vs demand visualization
- Skill-based resource allocation
- Cross-portfolio resource optimization
- Integration with Employee 360
22,000+ field employees tracked
$6.7B
TAM Coverage
198
Active Initiatives
$4.1B
Realized Value
93.2%
Plan Achievement
1.07
Average CPI
12
At-Risk Flagged
Conga CLM: Enterprise Contract Lifecycle Management
Contract Intelligence
Automates contract lifecycle from request through renewal across 350+ locations and 4 business units
Salesforce Native
AI-Powered
Central Repository
Single Source of Truth
- Digital, searchable contract storage
- Parent-child relationship tracking
- Amendment & renewal management
- Real-time contract status updates
Supports all 5 customer segments
Templates & Clauses
Legal-Approved Library
- Pre-configured contract templates
- Pre-approved clause library
- Dynamic contract assembly
- Compliance measures built-in
Pricing escalation enforcement
Workflow Automation
Accelerated Approvals
- Multi-stage approval workflows
- Conditional branching & escalation
- Parallel approvals & delegation
- Automated task assignments
24-48hr to same-day approvals
AI Risk Assessment
Intelligent Analysis
- Auto-extract key contract terms
- Flag deviations from standards
- Risk identification & scoring
- Negotiation playbook comparison
Mitigate risks before signing
75%
Faster Contract Close
350+
Locations Supported
4
Business Units
5
Customer Segments
+0.75%
Revenue Impact
90%+
Process Automated
Transformation Roadmap: Jan 2026 - Aug 2028
32 MonthsPhased transformation aligned with $6.7B TAM capture, delivering $180M+ revenue opportunity through integrated systems and AI capabilities.
Investment & Value Realization Summary
$12-15M
Total Investment
32 months
$180M+
Revenue Opportunity
Annual run-rate
18-24
Months to Break-Even
From Phase 1 start
49→12
System Rationalization
Target architecture
12x
Projected ROI
5-year horizon
Active
Phase 1: Foundation
Jan - Jun 2026
Investment
$3-4M
Key Deliverables
- ● Customer 360 MVP (Salesforce CDP)
- ● FieldTrax 1.0 Launch (5K+ foremen)
- ● Conga CLM Phase 1 (350+ sites)
- ● Amplify Portfolio Setup
Target KPIs
-15%
Time Errors
75%
Faster Close
Phase 2: Scale
Jul - Dec 2026
Investment
$3-4M
Key Deliverables
- ● Contract + Project 360 Live
- ● FieldTrax Full Rollout
- ● CPQ Integration (Quote Tools)
- ● PIM Implementation
Target KPIs
+$500K
/Rep Revenue
-30%
Quote Time
Phase 3: Optimize
Jan - Jun 2027
Investment
$3-4M
Key Deliverables
- ● Asset + Employee 360
- ● AI Quote Generation
- ● Supply Chain Solution
- ● Labor Scheduling AI
Target KPIs
-3.2%
Material Cost
+25%
Utilization
Phase 4: Value
Jul 2027 - Aug 2028
Investment
$3-4M
Key Deliverables
- ● Full 12 360 Views Live
- ● Agentic AI Deployment
- ● 49→12 Systems Complete
- ● Full Run-Rate Benefits
Target KPIs
24.5%
CPG Margin
93%
Plan Achievement
Critical Dependencies
P1→P2
Customer 360 enables Contract + Project 360
P1→P3
FieldTrax data feeds AI Quote Generation
P2→P3
PIM required for Supply Chain Solution
P3→P4
All 360s required for Agentic AI
Risk Factors & Mitigations
Change Management
5K+ foremen adoption → Phased rollout with champions program
Data Quality
49 legacy sources → Data governance + cleansing sprints
Integration Complexity
350+ locations → Azure Integration Services + Workato
Vendor Dependencies
Salesforce, Conga, Amplify → SLAs + contingency planning
Key Milestones Timeline
Q1 '26
FieldTrax Pilot
Q2 '26
Conga CLM Go-Live
Q3 '26
FieldTrax Full
Q4 '26
CPQ + PIM Live
Q1 '27
AI Quote Gen
Q2 '27
Break-Even
Q3 '27
Agentic AI
Q2 '28
Full Value
Success Metrics by Phase End
End Phase 1 (Jun '26)
- ✓ 3 360 Views Live
- ✓ 5,000+ Foremen on FieldTrax
- ✓ 350+ Sites on Conga CLM
- ✓ -15% Time Errors
End Phase 2 (Dec '26)
- ✓ 6 360 Views Live
- ✓ CPQ Fully Integrated
- ✓ PIM Centralized Catalog
- ✓ +$500K/Rep Revenue
End Phase 3 (Jun '27)
- ✓ 10 360 Views Live
- ✓ AI Quote Generation
- ✓ Supply Chain Optimized
- ✓ Break-Even Achieved
End Phase 4 (Aug '28)
- ✓ All 12 360 Views Live
- ✓ 49→12 Systems Complete
- ✓ Agentic AI Deployed
- ✓ $180M+ Run-Rate
Accelerating Through Data & AI
Gen AI Use Cases
- AI-powered contract clause suggestions
- Automated RFP response generation
- Intelligent quote recommendations
- Natural language reporting queries
- Customer sentiment analysis
- Risk identification from documents
Agentic AI Automation
- Automated change order workflows
- Intelligent labor scheduling
- Predictive maintenance alerts
- Dynamic pricing optimization
- Automated invoice generation
- Smart procurement recommendations
Predictive Analytics
- Project cost overrun prediction
- Customer churn forecasting
- Equipment utilization optimization
- Labor demand forecasting
- Revenue pipeline prediction
- Safety incident risk scoring
Transformation is successful when frontline teams say it makes their work easier, safer, faster - and more successful
The 360 views provide the semantic foundation that enables immediate AI capabilities while IT progressively rationalizes legacy systems.