“
The weekly report used to eat a whole afternoon. Now it's just there when we need it.
PROJECT MANAGER · BATSON-COOK
9 hrs
SAVED EVERY WEEK
0
RE-KEYED FIELDS
1 day
REPORT TURNAROUND
OVERVIEW
Nine hours a week of manual re-keying, gone.
Reporting and intake wired together, removing hours of manual re-keying every week.
CLIENT
Batson-Cook
INDUSTRY
Construction
SCOPE
Custom Software + Automation
TIMELINE
52 days
LAUNCHED
2026
BEFORE: WHERE IT STARTED
THE CHALLENGE
Same data,
typed in three times.
Project intake, field reports, and weekly summaries lived in separate tools, so the same numbers were typed in again and again before anyone could see where a job stood.
✕
Hours of re-keying weekly
✕
Reports out of date
✕
Disconnected tools
✕
Errors between systems
OUR ACTION PLAN
How we
fixed it.
We mapped where each number started and where it needed to end up, then built automations that move intake data into reporting on its own — with AI summaries for the weekly roll-up.
WHAT WE DELIVERED
✓
Intake automation
Forms that feed every downstream system automatically.
✓
Live reporting
Dashboards that update as field data comes in.
✓
AI summaries
Weekly roll-ups written for leadership automatically.
✓
Single data source
One record per project instead of three.
✓
Team training
Short sessions so every PM was comfortable on day one.
✓
Ongoing support
Monitoring and tweaks as the team's needs change.
A CLOSER LOOK
Inside the build,
screen by screen.
Where it started, what we built, and a closer look at each part of the finished site or system.
01 · BEFORE & AFTER
Drag to compare.
Slide across to see where Batson-Cook started and what we built in its place.
WHAT CHANGED
Intake automation
Live reporting
AI summaries
THE PIECES
Every part of the build.
02
Live dashboard
Every project's status in one place, updated as field data comes in.
03
Intake form
One form that feeds every downstream system automatically.
04
AI weekly summary
The leadership roll-up, written automatically each week.
05
Field view
What project managers see on site, on their phones.
06
Settings
Rules the team can adjust without calling a developer.
THE RESULTS · 6 MONTHS AFTER LAUNCH
Numbers that changed
how the week runs.
Measured against the six months before launch using site analytics, CRM data, and the client's own records.
9 hrs
SAVED EVERY WEEK
Manual data entry removed from the reporting cycle.
0
RE-KEYED FIELDS
Intake data flows straight into reports.
1 day
REPORT TURNAROUND
Down from most of a week.
100%
ADOPTION
Every project manager using it within a month.
“
The weekly report used to eat a whole afternoon. Now it's just there when we need it.
PROJECT MANAGER · BATSON-COOK