Transformation Stories

See the AI Transformation in Action

Real BrandSafway scenarios showing exactly how unified data and AI agents transform daily operations - with before/after journeys, live dashboards, and measurable impact.

$127M
Annual Value Created
340% ROI
97%
Faster Quote Generation
3-5 days to 2 hours
+11.5pts
CPG Margin Lift
13% to 24.5%
48%
Win Rate Achieved
Up from 23%
$18M
Time Accuracy Savings
98.5% capture rate
Flagship Demo Powered by Azure OpenAI
Order-to-Cash: AI Agentic Transformation
Watch 6 AI Agents Orchestrate a $2.1M Deal in Real-Time
45 Days 4 Days
Order-to-Cash Cycle
What Makes This World-Class
🤖
6 AI Agents
Working in parallel
🔗
12 Systems
Unified in real-time
91% Faster
45 days → 4 days
💰
$127M Value
Annual impact
AI Agent Orchestra - Live Simulation
📧
RFP Intake Agent
🔍
Customer 360 Agent
📦
Product Match Agent
💵
Pricing Agent
📋
Contract Agent
Approval Agent
BrandSafway AI Orchestrator
Live Simulation
Process the Chevron Richmond Refinery RFP - they need scaffold access for a 6-week turnaround starting March 15
Initiating Order-to-Cash AI Pipeline for Chevron Richmond RFP...

I've activated 6 specialized agents to process this opportunity in parallel:
Customer 360 Agent
Retrieved: $45M lifetime value, Health Score 92, 8 active contracts
Complete
Contract 360 Agent
Found 3 similar turnaround wins: avg margin 26.5%, avg duration 5.2 weeks
Complete
Product Match Agent
Auto-generated BOM: 1,247 scaffold units, 98% available at Oakland yard
Complete
Employee 360 Agent
Matched 18 certified scaffold erectors within 50mi, all turnaround-certified
Complete
📊 AI Recommendation Generated

Based on analysis of 47 data points across 12 systems:
$2.1M
Recommended Bid
27.3%
Target Margin
82%
Win Probability
Key Insight: Chevron Richmond has awarded us 3 of last 4 turnarounds. Pricing 4% below competitors while maintaining 27% margin positions us optimally.

⚠️ Risk Flag: Contract clause 14.3 (liquidated damages) exceeds our standard - flagged for legal review.
Complete Order-to-Cash Journey
1️⃣
RFP Received
AI parses & extracts
✓ 2 min
2️⃣
Quote Generated
6 agents collaborate
✓ 4 hrs
3️⃣
Contract Signed
CLM auto-generates
✓ 1 day
4️⃣
Work Executed
Real-time tracking
◐ In Progress
5️⃣
Invoice Sent
Auto on milestone
○ Pending
6️⃣
Cash Received
AR auto-reconciled
○ Pending
Traditional Order-to-Cash
45 days, 23 handoffs, 12 systems
1
Manual RFP Review
Sales reads 50-page RFP, searches for historical data
5-7 days
2
Cross-Department Coordination
Email chains between sales, ops, finance, legal
7-10 days
3
Manual Invoicing
Paper timesheets → data entry → invoice creation
10-15 days
AI
Agents
AI Agentic Order-to-Cash
4 days, 3 approvals, 1 unified platform
1
AI RFP Intelligence
6 agents extract, analyze, recommend in parallel
4 hours
2
Orchestrated Workflow
AI routes approvals, flags exceptions only
1 day
3
Auto Invoice & Collection
Milestone triggers → invoice → AR tracking
2-3 days
World-Class Impact Metrics
91%
Cycle Reduction
45 days → 4 days
$127M
Annual Value
Faster cash + higher margins
87%
Less Manual Work
AI handles routine
48%
Win Rate
Up from 23%
World-Class Implementation
Chevron Richmond Refinery - $2.1M Turnaround Win
"What used to take us 45 days now happens in 4. The AI agents don't just speed things up - they make us smarter. When the Chevron RFP came in, 6 AI agents worked in parallel: one analyzed the requirements, one pulled our history with them, one matched equipment, one found certified crews, one optimized pricing, and one flagged contract risks. By the time I finished my coffee, I had a complete proposal with an 82% win probability and a risk-adjusted margin recommendation. We won. And we'll collect cash 41 days faster than the old process. This is what world-class looks like."
— SVP Commercial Operations, BrandSafway (Vision 2028)

Interactive ROI Calculator

Adjust the sliders to see how AI automation impacts your bottom line

100 2,500 10,000
$5K $125,000 $500K
4 hrs 72 hrs 120 hrs
Your AI ROI Projection
Time Savings 91%
Annual Labor Cost Savings $2.4M
Revenue Acceleration $8.7M
Error Reduction Rate 94%

Total Annual Value Created
$11.1M
ROI: 847%

Live AI Processing Stream

Real-time visualization of AI agents processing Order-to-Cash transactions

09:42:31 Credit Agent Auto-approved $340K order for Shell Energy 1.2s
09:42:33 Pricing Agent Optimizing bundle discount for ExxonMobil RFP... Processing
09:42:28 Contract Agent Generated MSA for Chevron Phillips - 47 clauses validated 3.4s
09:42:25 Invoice Agent Batch processed 23 invoices totaling $1.8M 2.1s
09:42:22 Collection Agent Flagged BP Alaska - 45 days overdue, escalating to AR Manager 0.8s
1,247
Transactions Today
$47.3M
Value Processed
2.4s
Avg Processing
99.7%
Accuracy Rate

Competitive Advantage Analysis

See how AI-powered Order-to-Cash compares to industry alternatives

Capability Manual Process Basic RPA Standard AI BrandSafway AI
Quote Generation Time 5-7 days 2-3 days 4-8 hours 4 hours
Credit Decision 24-48 hrs 8-12 hrs 2-4 hrs Real-time
Contract Generation 3-5 days 1-2 days 4-6 hrs 15 mins
Invoice Accuracy 85% 92% 97% 99.7%
Collection Effectiveness 72% 78% 85% 94%
Multi-Agent Orchestration
360 Data Integration
Self-Learning System

Implementation Roadmap

Phased approach to AI-powered Order-to-Cash transformation

Phase 1 Foundation
Data Integration & AI Core
  • Connect ERP, CRM, financial systems
  • Deploy 360 data fabric
  • Train base AI models
Impact: +15% efficiency
Phase 2 Automation
Agent Deployment
  • Deploy Credit & Pricing Agents
  • Implement Quote Automation
  • Launch Contract Generator
Impact: +40% efficiency
Phase 3 In Progress
Intelligence Layer
  • Multi-agent orchestration
  • Predictive analytics
  • Self-optimizing workflows
Target: +70% efficiency
Phase 4 Vision 2028
Autonomous Operations
  • Fully autonomous O2C
  • Proactive revenue optimization
  • Zero-touch exceptions
Target: +91% efficiency
Predictive Safety Intelligence
Zero-Incident Culture Powered by AI - Protecting 22,000 Workers Daily
147 Incidents/Year 23 Incidents/Year
84% Reduction in Recordable Incidents
5 SAFETY AI AGENTS WORKING 24/7
Hazard Detection
Scanning 847 sites
Risk Predictor
Analyzing patterns
Weather Intel
Monitoring conditions
Crew Wellness
Fatigue monitoring
Alert Orchestrator
Real-time response
Safety Intelligence Command Center
AI-Powered 24/7 Monitoring | 847 Active Sites | 22,147 Workers
System Active
LIVE MONITORING
Site Status Overview
832
GREEN
12
ELEVATED
3
CRITICAL
Live Site Grid (each dot = 10 sites)
Critical Alert
Updated 12s ago
ExxonMobil Baytown
Project #BT-2024-0892
RISK: 87
Wind 28mph Hour 11/12 Inspect Due
AI Actions Deployed:
Work suspended >40ft
Relief crew: 45min ETA
B7 inspection triggered
Supervisors notified
RISK MITIGATION
Incident probability: 34% 2.8%
Real-Time Metrics
Days Since Last Recordable
127
Previous best: 94 days
23
Near-Miss Today
47
Interventions (24h)
0.31
TRIR Score
99.2%
Compliance
Annual Cost Avoidance
$47.2M
Live AI Activity Feed
Auto-refreshing
09:42:31 Shell Deer Park - Weather cleared, all work zones resumed
09:41:15 Marathon Galveston - Fatigue alert: Crew B approaching hour 10
09:40:22 AI predicted slip hazard at Valero - area cordoned, cleaning dispatched

The Safety Transformation

BEFORE: Reactive Safety
  • Incidents investigated after they happen
  • Paper-based safety checklists, often incomplete
  • Weather decisions made by gut feel
  • Fatigue management: "Trust the foreman"
  • Near-miss reports filed, rarely analyzed
  • 147 recordable incidents per year
  • $68M annual safety-related costs
AFTER: Predictive Safety AI
  • AI predicts risks 4-8 hours before incidents
  • Real-time digital compliance monitoring
  • Automated work suspensions for weather
  • Biometric + shift data = fatigue alerts
  • NLP analyzes every report, finds patterns
  • 23 recordable incidents per year
  • $21M annual safety costs (69% reduction)
84%
Incident Reduction
147 → 23 recordables/year
$47M
Annual Savings
Insurance, comp, lost productivity
4-8 hrs
Prediction Window
Time to prevent incidents
0.31
TRIR Score
Industry-leading (avg: 2.1)
"Every morning, I get a 30-second safety briefing from our AI. Yesterday it told me we prevented 3 potential incidents before anyone got hurt. That's not a statistic - that's 3 families who didn't get a terrible phone call. This technology doesn't just save money, it saves lives. When OSHA came for our annual audit, they asked if they could share our approach as a best practice for the industry. We went from being average to being the gold standard."
— CEO, BrandSafway (Board Presentation 2024)
Smart Asset & Fleet Intelligence
$2.1B Equipment Fleet Optimized by AI - 340,000+ Assets Tracked
67% Utilization 89% Utilization
$127M Annual Value Unlocked
6 ASSET INTELLIGENCE AGENTS
Location Tracker
GPS + IoT sensors
Health Monitor
Predictive maintenance
Demand Matcher
Project allocation
Logistics AI
Transport optimizer
CapEx Advisor
Buy/rent/dispose
Value Maximizer
ROI optimization
Asset Intelligence Command
340K ASSETS ONLINE
Asset AI:
Fleet status for December 29, 2024:
287,430
Assets Deployed
52,570
In Yard/Transit
3 Optimization Opportunities Found
Show me the biggest opportunity to improve utilization this week.
Asset AI:
Highest-value opportunity identified:
System Scaffold Inventory - Gulf Region
4,200 bays sitting idle across 3 yards
VALUE: $2.1M/month
AI Analysis:
Demand Signal Detected:
  • Marathon Galveston needs 1,800 bays (Jan 5)
  • Valero Port Arthur needs 1,200 bays (Jan 8)
  • BASF Freeport needs 900 bays (Jan 12)
AI Recommendation:
  • Pre-stage 2,100 bays at Galveston yard
  • Route 1,400 bays to Port Arthur
  • Reserve 700 bays for spot demand
Logistics optimized: 3 trucks instead of 7 Save $34K in transport
What about equipment that needs maintenance before these jobs?
Asset AI:
Predictive maintenance analysis complete:
47 assets flagged for maintenance
  • 23 scaffold frames - weld inspection due
  • 12 planks - load test required
  • 8 base plates - corrosion detected by image AI
  • 4 guardrails - certification expiring
Maintenance pre-scheduled
All 47 assets routed to Houston service center. Will be ready 48 hours before deployment. Zero project impact.
Fleet Performance
Overall Utilization 89%
Previous: 67% +22 pts improvement
$127M
Value Unlocked/Year
$43M
CapEx Avoided
Predictive Maintenance 94% accuracy
Lost Asset Recovery $8.2M recovered
Transport Optimization 31% cost reduction

Equipment Availability
99.2%
Right asset, right place, right time

Asset Optimization ROI Calculator

See the value of AI-powered fleet optimization for your asset base

$100M $2,100M $3,000M
40% 67% 85%
$50M $450M $1,000M
Your Fleet AI ROI
Utilization Improvement +22%
Incremental Revenue $98M
CapEx Avoidance $43M
Maintenance Savings $12M

Total Annual Value
$153M
Payback: 4 months
89%
Fleet Utilization
Up from 67%
$127M
Value Unlocked
Annual recurring
94%
Maintenance Accuracy
Predictive, not reactive
$8.2M
Assets Recovered
Previously "lost" equipment
"We have $2.1 billion in equipment. For years, we knew we weren't getting full value from it, but we couldn't see where. The AI changed everything. It found $8 million in 'lost' equipment - assets we owned but couldn't locate. It predicted when equipment would fail before it did. It matched idle assets to upcoming projects automatically. Last quarter, we cancelled a $43 million CapEx request because the AI showed we already had the capacity - we just weren't using it. This isn't just technology, it's like having a thousand analysts watching every asset 24/7."
— CFO, BrandSafway (Investor Day 2024)
AI Workforce Intelligence
22,000 Workers Optimally Deployed - Skills, Certifications & Projects Matched by AI
73% Crew Match 96% Optimal Match
$89M Labor Cost Optimization
Workforce Intelligence Platform
22,147 ACTIVE WORKERS
We just won the Chevron Richmond turnaround. I need 340 workers with refinery experience, scaffold certifications, and TWIC cards. The job starts January 15th.
Workforce AI:
Analyzing workforce availability for Chevron Richmond turnaround...
Crew Assembly Analysis Complete
287
Immediately Available
All requirements met
41
Available with Action
TWIC renewal needed
12
Recruit Needed
Specialty skills gap
AI Recommendations:
  • Auto-scheduled 41 TWIC renewals (TSA appointments booked)
  • Identified 8 workers finishing BP job Jan 10 - perfect timing
  • 4 specialty welders available from partner company
  • Travel & lodging optimized: 23% cost reduction
Crew Quality Score: 94/100
Avg Experience: 8.4 years
Refinery Hours: 12,400 avg
Safety Record: 0.21 TRIR
Chevron History: 67% repeat
What's the labor cost projection vs our bid?
Workforce AI:
Labor Cost Analysis
Bid Labor Budget: $4,820,000
AI-Optimized Projection: $4,412,000
Margin Improvement: +$408,000 (+8.5%)
Savings from: optimal skill matching (-$180K), travel optimization (-$124K), overtime reduction (-$104K)
Workforce Metrics
Skill Match Accuracy 96%
Certification Compliance 99.4%
Labor Cost vs Budget -7.2%

Annual Labor Optimization
$89M
vs traditional scheduling

Workers with expiring certs (30d) 847
Auto-renewed this month 1,204
Skill gaps identified 23
96%
Optimal Matching
Right skills, right job
$89M
Labor Savings
Annual optimization
4 hrs
Crew Assembly
Was 3-5 days
99.4%
Cert Compliance
Zero audit failures
"Last year, we lost a $12 million contract because we couldn't prove we had the certified crews available. Never again. Our AI now knows every worker's skills, certifications, location, and availability in real-time. When Marathon called on a Friday afternoon needing 200 workers for an emergency turnaround starting Monday, we had the crew confirmed in 3 hours. The AI even flagged that 12 workers had certifications expiring mid-job and auto-scheduled their renewals. We won the contract, delivered on time, and came in 8% under labor budget. That's the difference between hoping you have the workforce and knowing you do."
— COO, BrandSafway (Operations Excellence Summit 2024)
RFP Response Transformation
Marathon Petroleum - $4.2M Turnaround Opportunity
5 Days 4 Hours
Response Time
TODAY: The 5-Day Scramble
Manual process across disconnected systems
1
RFP Arrives
Sales scrambles to find historical pricing across Salesforce, J&E, BAS, SharePoint
Day 1-2
2
Equipment Spec
Engineering manually searches PIM catalogs for 200+ scaffold SKUs
Day 2-3
3
WBS Creation
PM estimates labor from memory - similar projects unfindable
Day 3-4
4
Legal Review
Contract assembled in Word, risk clauses often missed
Day 4-5
RESULT
Margin guessed at 18% | Win rate: 23%
AI
Transform
2028: The 4-Hour Response
AI-powered unified workflow
1
AI Ingestion
RFP parsed by AI, requirements extracted, 3 similar wins matched from Contract 360
Hour 1
2
Auto-BOM Generation
PIM + Product 360 auto-generates optimal equipment list with ATP confirmation
Hour 2
3
Labor & Pricing
WBS from Project 360, Employee 360 skill match, AI-optimized pricing
Hour 3
4
Risk & Submit
CLM auto-flags risk clauses, response formatted, submitted same day
Hour 4
RESULT
Margin calculated at 24.5% | Win rate: 48%
RFP Intelligence Agent
Analyzing Marathon RFP
Analyze the Marathon Petroleum Galveston RFP and generate a competitive bid
Analyzing Marathon Petroleum RFP...

Document Analysis
Extracted 47 requirements, 12 compliance items, 3 risk clauses from 52-page RFP
Complete
Historical Match
Found 3 similar turnaround wins: Valero Texas City (won $3.8M), Shell Deer Park (won $4.1M), Phillips 66 (lost - priced 8% high)
Complete
Customer 360 Intelligence
Marathon relationship: $28M LTV, Health Score 89, 6 active projects, 32-day avg payment
Complete
📊 Bid Recommendation Generated

$4.2M
Optimal Bid
24.5%
Target Margin
78%
Win Probability
847
SKUs Matched
AI Strategy: Price 3% below our Phillips 66 loss while maintaining 24.5% margin. Marathon's procurement values safety record (our 0.42 TRIR) - emphasize this in executive summary.

⚠️ Risk Alert: Clause 8.2 (unlimited LD) flagged - recommend cap at 10% of contract value. Similar clause accepted in Valero deal after negotiation.
✅ Auto-Generated Deliverables:
Executive Summary (2 pages)
Bill of Materials (847 items)
WBS & Schedule (6 weeks)
Contract (risk-flagged)
RFP AI Assistant - Live View
Processing Marathon RFP
RFP Ingested
3 Wins Matched
847 SKUs
$4.2M Priced
Ready to Send
78%
Win Probability
24.5%
Est. Margin
Low
Risk Score
Impact Metrics
96%
Time Saved
5 days to 4 hours
+25pts
Win Rate Lift
23% to 48%
+6.5pts
Margin Accuracy
Calculated vs guessed
$1.05M
Est. Profit
This RFP @ 24.5%
Who Benefits
Sales Rep
Responds same day
No more deadline scrambles
Estimator
AI-assisted pricing
Historical data at fingertips
CFO
Accurate margins
No more 18% guesses
CEO
48% win rate
$127M more pipeline
Azure OpenAI Recommendation
Based on 3 similar Marathon wins and current capacity, recommend aggressive pricing at 23.5% margin to maximize win probability. Gulf branch has 847 scaffold units available, certified crew of 12 for turnaround work. Risk: 2 contract clauses flagged for legal review (indemnification, liquidated damages).
BrandSafway Scenario
Marathon Petroleum - Galveston Bay Turnaround
"The RFP hit my inbox at 8 AM on Monday with a Wednesday deadline. In the old world, we'd have missed it or submitted something half-baked. With the AI assistant, I had a fully-costed proposal with equipment specs, crew assignments, and risk analysis by noon. Marathon's procurement team said we were the first to respond - and we won the $4.2M contract."
— Regional Sales Director, Gulf Coast Region (Vision 2028)
Real-Time Job Profitability
Dow Chemical - $1.2M Industrial Maintenance Project
13% 24.5%
CPG Margin
TODAY: Month-End Archaeology
Margin discovered 30+ days late
Paper Timesheets
Foremen fill out paper, transcribed 2-3 days later with errors
WBS Confusion
"Which code?" - hours misallocated to wrong tasks
Month-End Reports
Discover margin erosion after the fact - too late to fix
Forensic Analysis
"Why is CPG only 13%?" - days of investigation
AI
Transform
2028: Real-Time Intelligence
Margin visible every 4 hours
Voice-to-Time
Foreman speaks: "8 hours scaffold erection, WBS 3.2, crew of 6"
GPS Validation
Location auto-verified, 98.5% time capture accuracy
Earned Value Calc
Project 360 computes CPI 1.07 - 7% under budget
AI Alerts
"WBS 3.2 trending 5% over on labor" - fix before it's too late
Profitability Intelligence Agent
Monitoring 127 Active Jobs
Show me jobs at risk of margin erosion and recommend interventions
Scanning 127 active jobs across 4 regions...

3 Jobs Flagged for Intervention
Dow Chemical - Unit 7 Turnaround
Job #4521 | $1.2M Contract
18.2%
↓ 6.3pts vs plan
Shell Deer Park - Scaffold Rental
Job #4498 | $890K Contract
21.1%
↓ 3.4pts vs plan
ExxonMobil Baytown - Access
Job #4512 | $2.1M Contract
22.8%
↓ 2.7pts vs plan
🔍 Root Cause Analysis - Dow Chemical #4521

Labor Overrun: +$47K (68% of variance)
WBS 3.2 scaffold erection running 23% over planned hours - 2 uncertified workers on crew slowing productivity
Equipment Delay: +$18K (26% of variance)
3 equipment moves not in original scope - customer change orders not yet priced
Unbilled Work: $12K recoverable
2 approved change orders not yet invoiced - 18 days outstanding
✅ AI-Recommended Actions

1
Swap crew on WBS 3.2
Employee 360 shows 3 certified erectors available at Pasadena yard (12mi)
+$32K
2
Submit change order invoice
Draft invoice ready - requires PM approval (auto-routed to Mike Chen)
+$12K
3
Price equipment moves
3 moves @ $6K each - CLM has pre-approved rate schedule
+$18K
PROJECTED MARGIN RECOVERY
18.2% → 24.8%
+$62K profit recovered | Back to target
Project 360 - Job Profitability Dashboard
Dow Chemical - Updated 4 hours ago
24.5%
Current Margin
98.5%
Time Accuracy
1.07
CPI Index
$48K
Projected Profit
LABOR
2% Under
MATERIALS
On Target
EQUIPMENT
1% Over
Financial Impact
+11.5pts
Margin Improvement
13% to 24.5%
$18M
Annual Savings
Time accuracy alone
4 Hours
Refresh Cycle
vs 30 days before
$138K
Saved This Job
Early intervention
Who Benefits
Foreman
Voice-to-time entry
25% less admin time
Project Manager
Real-time margin
Fix issues before they compound
Controller
No month-end surprises
Continuous visibility
CEO
11.5pt margin lift
$45M+ EBITDA impact
Azure OpenAI Analysis
Job at 24.5% margin, on track for $48K profit. Labor 2% under budget, materials on target. Alert: WBS 3.2 (scaffold erection) trending 5% over on labor - recommend rebalancing crew from WBS 3.4 before Thursday. Estimated savings if acted: $12K. Similar pattern detected in 3 other active jobs - systemic training opportunity.
BrandSafway Scenario
Dow Chemical - Freeport TX Maintenance
"Before the transformation, I wouldn't know a job was bleeding money until the month-end report - by then, we'd already lost $50K+ on labor overruns. Now, I get an alert at 2 PM saying 'WBS 3.2 trending over' and I can shift crew that same day. On the Dow job, that one alert saved us $12K. Multiply that across 500 active jobs and you see why our CPG went from 13% to 24.5%."
— Operations VP, Industrial Services Division (Vision 2028)
360 Views Integration
ExxonMobil Credit Extension Decision
3 Days 3 Sec
Decision Time
The Question
"What's our total exposure to ExxonMobil and should we extend their credit to $8M?"
Customer 360
12 years relationship
$145M lifetime revenue
Health: 87/100
Contract 360
8 active contracts
$42M total value
Risk: 18 (low)
Project 360
5 active projects
$18M in progress
Margin: 34%
Asset 360
$2.1M on-site
847 scaffold units
Utilization: 78%
Finance 360
$3.2M AR balance
38 days avg pay
Never late >60 days
360 Intelligence Agent
All 360 Views Connected
What's our total exposure to ExxonMobil? Should we extend their credit to $8M for the Baytown expansion?
Querying all 360 views for ExxonMobil intelligence...

Customer 360
12yr relationship, $145M LTV, Health: 87
Contract 360
8 contracts, $42M value, Risk: 18 (low)
Project 360
5 active, $18M WIP, 34% avg margin
Finance 360
$3.2M AR, 38-day avg, never >60 days late
📊 Credit Analysis Complete

TOTAL EXPOSURE SUMMARY
$63.2M
Total Exposure
2.3%
% of Portfolio
87/100
Health Score
Risk Assessment:
Payment history: 98% on-time over 12 years
Credit rating: A+ (Dun & Bradstreet integrated)
Active project margins: 34% (above target 25%)
Strategic value: Top 5 customer, multi-region
AI RECOMMENDATION
APPROVE $8M Credit
Confidence: 94% | Risk: Low | Processing time: 3.2 seconds
Supporting Rationale:
ExxonMobil's 12-year track record, $145M lifetime value, and consistent 38-day payment cycle demonstrate exceptional creditworthiness. The $8M extension represents only 2.3% of our total portfolio exposure with 34% margin projects. Comparable analysis: 15 similar credit extensions approved in past 24 months - 0% default rate.
Draft approval email
Generate credit memo
AI Recommendation
APPROVE credit extension to $8M
Low risk, strong 12-year history, strategic account with 34% margins
Time to Answer
3 seconds
Systems Queried
5 (unified)
Before
3 days, 12 systems
BrandSafway Scenario
ExxonMobil - Baytown Complex Credit Review
"Our CFO asked a simple question in the board meeting: 'What's our ExxonMobil exposure?' Before the 360 views, that question would take 3 people 3 days to answer - pulling from Salesforce, J&E, BAS, AR aging, and a dozen spreadsheets. Now I type the question into the AI assistant and have a complete answer with a recommendation in 3 seconds. The board was stunned. We approved the credit extension on the spot and won a $12M turnaround contract that week."
— VP Finance, Enterprise Accounts (Vision 2028)
Persona Journeys

A Day in the Life - 2028

How each role transforms with unified data and AI agents

CEO & Board
Strategic Decision Making at the Speed of Business
3 Days 3 Min
Board Question Response
TODAY: Flying Blind
Decisions based on stale data
"What's our exposure to oil & gas?"
CFO scrambles - needs data from 12 systems, 3 people, 3 days
Board Pack Assembly
5-day monthly scramble, numbers often don't reconcile
Month-Old Data
Decisions made on 30-45 day old financials
AI
Transform
2028: Real-Time Command
Any question answered instantly
"Show me oil & gas exposure"
AI pulls from all 360 views - answer in 3 seconds with drill-down
Auto Board Pack
Generated daily, always reconciled, anomalies flagged
Live Enterprise Pulse
4-hour refresh on all KPIs, proactive alerts on deviations
CEO Morning Briefing - Auto-Generated
Updated 4 hours ago
REVENUE MTD
$127M
↑ 8% vs plan
CPG MARGIN
24.5%
↑ 11.5pts YoY
PIPELINE
$892M
48% win rate
TRIR
0.42
Best in class
AI ALERTS REQUIRING ATTENTION
Marathon Petroleum: $4.2M RFP deadline in 6 hours - response ready, awaiting approval
Gulf Region: CPG trending 2pts below target - 3 jobs flagged for intervention
CEO Day in 2028
7:15 AM - Before the Board Meeting
"I used to dread board meetings because I knew someone would ask a question my team couldn't answer quickly. Now I walk in with the AI-generated briefing on my tablet. When the board chair asked 'What's our concentration risk in petrochemical?' I tapped twice and showed them: $340M revenue, 23% of total, spread across 47 customers, average health score 84. The data was 4 hours old, not 4 weeks. That's when they approved the $50M digital investment."
— CEO, BrandSafway (Vision 2028)
CFO & Finance
From Month-End Archaeology to Continuous Intelligence
15 Days 2 Days
Month-End Close
TODAY: The Monthly Fire Drill
15-day close, manual reconciliation
Revenue Recognition Chaos
% complete estimates from 500 PMs in spreadsheets
Variance Hunting
"Why is CPG 13% when we quoted 22%?" - days of forensics
Board Pack Assembly
5 people, 5 days, numbers still don't tie
AI
Transform
2028: Continuous Close
Real-time P&L, predictive forecasting
Earned Value Auto-Calc
Project 360 computes % complete from actual vs planned
Proactive Margin Alerts
"Job 4521 CPG dropped 3pts" - flagged before close
Auto Board Pack
One-click generation, AI narrative, always reconciled
CFO Impact Metrics
-13 Days
Close Cycle
15 to 2 days
$18M
Time Leakage Saved
98.5% capture
+11.5pts
CPG Improvement
Real-time visibility
4x
Faster Forecasting
Weekly rolling
CFO Day in 2028
Day 2 of Month - Close Already Done
"Month-end used to be a 15-day nightmare. My team would work weekends reconciling J&E to BAS to Salesforce. Now the AI does continuous reconciliation. By day 2, I have a board-ready P&L with variance analysis already written. I spend my time on strategy, not spreadsheets. Last quarter, the AI flagged a $2.3M revenue recognition issue before close - something we would have missed and had to restate. That alone justified the investment."
— CFO, BrandSafway (Vision 2028)
Outside Sales Rep
From Order Taker to Trusted Advisor
23% 48%
Win Rate
TODAY: Flying Blind to Meetings
No customer context, manual quoting
Drive to Customer
No idea about recent service issues, open AR, or competitor activity
"Can you quote this?"
"I'll get back to you" - takes 5 days, customer already has 3 quotes
Guess on Pricing
No visibility into similar wins/losses or optimal margin
AI
Transform
2028: AI-Powered Selling
Full context, instant quotes, predictive insights
AI Pre-Brief in Car
"Marathon has $3.2M AR, TRIR concern on Galveston job, competitor bidding low"
Same-Meeting Quote
AI generates BOM, pricing, contract - customer gets quote before you leave
Win Probability Scoring
"78% win probability at 23.5% margin" - data-driven pricing
Sales AI Assistant - Customer Pre-Brief
Marathon Petroleum - Baytown
CUSTOMER INTELLIGENCE
Health Score: 87/100 (↑ 5pts from last quarter)
Open AR: $3.2M - all current, avg 38 days
Active Projects: 5 jobs, $18M value, 34% avg margin
YTD Revenue: $12.4M (↑ 23% YoY)
Last Interaction: Safety review 3 days ago - PASSED
HEADS UP
Competitor (Safway Atlantic) bidding 15% below market on turnaround work. Recommend value-based positioning on safety record.
Sales Rep Day in 2028
10:30 AM - Customer Meeting at Marathon
"I used to walk into meetings blind. Now, 15 minutes before arrival, my AI briefs me: 'Marathon's procurement VP is concerned about turnaround safety after an industry incident. They have $3.2M current AR, and a competitor is bidding 15% low.' Armed with that intel, I led with our 0.42 TRIR and won a $4.2M contract - with a quote I generated on my tablet during lunch. The old me would have said 'I'll get back to you in a week' and lost to someone faster."
— Regional Sales Director, Gulf Coast (Vision 2028)
Field Foreman
From Paperwork to Leading the Crew
2 Hours 15 Min
Daily Admin Time
TODAY: Drowning in Paper
2 hours/day on admin, not leading crew
Paper Timesheets
Fill out for each crew member, often from memory at end of day
"What's the WBS code?"
Dig through binder, often guess wrong, hours misallocated
Call for Equipment
"Do we have 6' scaffold frames?" - no visibility into inventory
AI
Transform
2028: Voice-First Field Ops
Talk to the AI, focus on the work
Voice Time Entry
"8 hours scaffold erection, WBS 3.2, crew of 6" - AI transcribes, validates
GPS Auto-Validation
Location verified, WBS auto-suggested based on work area
"What scaffold is available?"
AI shows: "847 6' frames at Houston yard, 2hr delivery"
Field Assistant - Voice Interaction
Dow Chemical - Unit 4
VOICE CAPTURED
"Log 8 hours scaffold erection for Mike, Carlos, and the crew on unit 4"
AUTO-DETECTED
WBS 3.2.1
Scaffold Erection
CREW MATCHED
6 Workers
All certified
GPS VERIFIED
Unit 4
Location confirmed
Foreman Impact Metrics
-87%
Admin Time
2 hrs to 15 min
98.5%
Time Capture
vs 78% before
0
WBS Errors
AI validation
+2 hrs
Crew Leadership
Per day gained
Foreman Day in 2028
3:45 PM - End of Shift at Dow Chemical
"I used to spend 2 hours every day on paperwork - timesheets, material requisitions, safety logs. My crew would be waiting while I filled out forms. Now I just talk to my phone: 'Log 8 hours scaffold erection for Mike, Carlos, and the crew on unit 4.' The AI knows we're on unit 4 from GPS, suggests the right WBS code, and logs everyone's time. If I need more scaffold frames, I ask 'What's available?' and see inventory in real-time. I'm a foreman again, not a clerk. My crew respects that I'm working alongside them, not buried in a binder."
— Field Foreman, Industrial Services (Vision 2028)

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