Most engineering firms track projects in spreadsheets. The rest of the data sits in inboxes and accounting software that don't talk to each other.
Custom automation, dashboards, and internal tools built around how the firm actually operates. Source code ownership. No vendor lock-in. No SaaS fees.
Project managers track costs in spreadsheets. Hours logged by hand. Profitability calculated after the billing cycle closes, not during the project. The pattern is the same: cost data reported late or incompletely, causing delays in billing clients. By the time the overrun is visible, the margin is already gone.
40-42%
of A&E projects run behind schedule. Roughly 31% exceed budget.
Deltek Clarity '24
Every RFP response assembled from scratch. Past projects scattered across folders. Team bios in different formats. Pricing data in someone's head or buried in old proposals. A bid package that should take hours takes days of non-billable time. Firms without a structured content library submit fewer proposals, win at lower rates, and burn senior engineers on administrative work.
Significant
portions of proposal content reused from structured libraries by high-performing firms.
Industry benchmark
Years of project history sitting in spreadsheets and accounting software that don't talk to each other. 88% of formally audited spreadsheets contain at least one serious error. [Panko, n=113] No visibility into which project types are profitable, which clients are worth pursuing, or which estimators consistently hit their numbers. Decisions made on gut feel because the data exists but isn't accessible.
10% / 24% / 28%
higher utilization, higher project margins, and higher EBITDA for firms using integrated project tracking.
SPI Research '24
How a proposal generator works.
Input
Select project type, client, and delivery scope. The system already knows the firm's history.
Process
Tool pulls relevant past projects, team qualifications, and pricing data from structured history. Scope narratives generated from templates matched to project type. No copy-pasting from old PDFs. No reformatting bios.
Output
90% complete proposal draft ready for final engineering review. Proposal automation cuts response times significantly. Senior engineers reclaim non-billable hours previously lost to manual assembly. The firm pursues more work with the same team.
More Capabilities
Dashboards & Bid Intelligence
Win/loss analysis by project type, client, region, and estimator. Real-time profitability tracking at the project level, not after the billing cycle closes. 88% of formally audited spreadsheets contain at least one serious error. [Panko, n=113 audits] When project data lives in spreadsheets, the numbers driving decisions are unreliable.
Integration & Unified Data
CRM, project management, email, and accounting connected into one view. Most firms still re-enter the same data across disconnected systems instead of billing hours. Integration eliminates the duplication and gives the firm a single source of truth.
AI-Powered Workflows
Extract structured data from PDFs, specs, and drawings. Automated report drafts from project data and templates. Compliance document preparation and review. These are the repetitive, non-billable tasks that erode utilization, which dropped to 68.9% across professional services in 2024. [SPI Research '24]
How It Works
Four phases. No code ships without confirmed ROI.
ROI Assessment
Map the current process. Quantify the time and cost of manual work. Calculate the payoff before writing a single line of code. Typical automation payback in professional services: 6 to 14 months. Most firms using RFP automation achieve full ROI within the first year. If the math doesn't work, that's the recommendation.
Workflow Design
Document the current workflow. Design the solution with the team. Define inputs, outputs, and integration points.
Build & Test
Iterative development with review cycles. The team tests with real data at each milestone. Built by engineers who understand industrial workflows.
Deploy & Support
Launch to production. Training, documentation, and source code ownership. No recurring SaaS fees. No vendor lock-in. The firm owns the IP.
A Technical Conversation About Your Pipeline
30 minutes, no pitch deck. Bring a current challenge — a bid you’re pursuing, a proposal that needs work, a website that doesn’t reflect your capabilities.