Pick one project or process
Choose the project, folder, workflow, or report that best shows where information is scattered.
Project Systems Audit
Start with one project system audit.
We look at one real project or painful process, map where information is scattered, and design the first system to search, track, route, and update the work your team is handling manually.
project-system-audit.map
Email threadsDrawingsRFIsTrackers
SearchTrack / routeReport
01Map the information
02Find the bottleneck
03Design the pilot
The audit
What we review.
01Emails and project communication
02Drawings and specs
03RFIs and submittals
04Change orders and field changes
05Spreadsheets and trackers
06Schedules and blockers
07Punch lists and closeout items
08Approval workflows
09Reporting workflows
10Bid packages and addenda, if relevant
The deliverable
What you receive.
A clear, practical read on one project or process, not a sales deck. You'll see where information is scattered, what to build first, and how the first system could expand.
- Information map
- Workflow map
- Manual bottlenecks and open loops
- Recommended first project system
- Pilot build scope
- Expansion roadmap
How it works
Four steps, one project system.
Send what you have
Send screenshots, sample documents, exported emails, spreadsheets, or whatever shows the current process.
We map the system
We identify what needs to be searched, tracked, routed, updated, or reported.
You get the plan
We show what to clean up first and what a first build sprint would look like.
Schedule an audit
Pick a time.
Bring one real project or painful process. We'll use the call to understand what is scattered and what project system should be built first.
Open in Cal.com →Having trouble with the embedded calendar? Open scheduling in a new tab.
Last thing
Show us one project that feels scattered.
You do not need to know what to build. Bring the project information, process, or report that is wasting time and we will map the first useful system.