Construction SMEs
As a contractor grows, projects, people and reporting add up faster than anyone writes down how the work is done. We map how a job moves from tender to site to final account, then tighten up the documents, Microsoft 365 set-up and workflows that carry it.
Where it usually goes wrong
- 01 A spreadsheet that has become business-critical
- 02 Microsoft 365 in place, but every team has set it up differently.
- 03 Estimating, commercial and site teams working from different versions of the same job.
- 04 Nobody with time to look after the platform or the documents
When a few people hold every project detail
Informal coordination can work well while the same few people hold every project detail. It becomes fragile when workload, client requirements or staff numbers grow and nobody can see the whole process.
We trace the recurring work across roles, files and Microsoft 365, then find where a named owner, a single source or one simple workflow would stop the most problems.
- 01 Tender-to-site handover
- 02 Valuations, variations and applications for payment
- 03 Subcontractor and supplier registers
- 04 Microsoft 365 administration and support
A structure your team can run
The fix is usually a SharePoint structure, a controlled set of documents or one workflow. We include the guidance and training to keep it going after launch, so you don't end up with another system only one person understands.
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Book a systems audit
We look at how the work runs today and give you a 90-day improvement plan.