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Playbooks for construction data projects

Step-by-step programs you can run with your own team, or with ours. Each one is built from projects we've delivered.

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Playbooks · October 8, 2026

Playbook: Replacing the Monthly Excel Report for Contractors

A step-by-step program for retiring a contractor's hand-built monthly Excel report: inventory the workbook, map sources, give manual data a home, build crosswalks and a gated pipeline, pilot in parallel, then retire the spreadsheet.

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Procore + Sage + Outbuild in Fabric & Power BI
Retire the monthly Excel workbook: nightly, validated Power BI reports where every number ties back to its source.

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