Case Study · Construction · February 18, 2026 · 10 min read

A project manager who used to run 4 jobs can now run 12. The admin runs itself. The PM runs the work.

A Los Angeles-area general contractor wanted to bid more work without hiring more senior labor. We showed them what AI could take off the PM's plate, then we built it: bid analysis, permit tracking, subcontractor coordination, and invoice review, all handled. The proof follows.

3x project volume per PM $96K/yr BPO contract eliminated $50K OSHA fine avoided 10-15% PM time on admin
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8
Project managers
running active jobs
4
Multi-agent admin
workflows in production
12-15
Active jobs per PM
up from 4-5
0
OSHA violations
during deployment
The Situation

The company wanted to grow without adding senior labor.

The Diagnosis

PMs were not management. They were document-processing nodes.

The Build

A multi-agent admin layer. Four workflows, one governance fabric.

We built four production agents on top of Power Automate, Azure OpenAI, and the Procore connector the company already had. Each one took a document-heavy workflow and turned it into a PM-supervised pipeline.

Bid analyzer

Extracts scope, materials, and labor estimates from inbound RFP PDFs. Returns a structured bid summary the PM reviews instead of assembles. Cuts bid prep from a half-day to 30 minutes.

Permit tracker

Monitors permit-portal status across the LA-area municipalities the company works in. Alerts the PM on stalled applications, missing items, and aging inspections.

Subcontractor coordinator

Sends RFQs, follows up on non-responses, scores incoming bids against the project scope, and surfaces the top three options for the PM's decision.

Invoice reviewer

Matches receipts to budget control forms and purchase orders in QuickBooks. Flags exceptions, variances, and unauthorized charges before they hit the books.

Security and compliance

Cloudflare Zero Trust at the edge. Every AI action is audit-logged. Aligned to ISO 42001 controls. Every PM sees only the projects they own.

Human in the loop

The agents do not approve, sign, or submit on their own. The PM stays in the decision seat. The agents do the assembly. The PM does the judgment.

The OSHA Catch

The permit tracker caught a missing inspection before it was buried.

The ROI Math

The proof: PMs run far more work, and the BPO is gone.

Phase 1 Math

  • PM time on admin: 40 to 50 percent10 to 15 percent
  • Active jobs per PM: 4 to 512 to 15
  • BPO contract cancelled: $96,000 per year recovered
  • Recovered PM admin capacity: ~$390,000 per year at $130K loaded
  • OSHA fine avoided on first catch: $50,000 single event
  • Phase 1 build: $60,000
  • Ongoing infrastructure: $1,800 per month
  • Payback: under 60 days

The 3x in jobs per PM is the structural change. The company can now bid more work without adding senior labor. That is the line that matters at the leadership table.

The BPO contract was cancelled cleanly at the end of the first 90 days. The PMs say their week shifted from responding to whatever document just came in to actually running the work. The company took on two new clients the following quarter without adding a single PM.

The Architecture Stack

Microsoft governance, Procore-native, ISO 42001-aligned.

The construction industry runs on Procore and QuickBooks. The architecture wrapped both, plus the city permit portals the team already used, under a single governance fabric.

Power Automate

The orchestration layer. Each of the four agents runs as a Power Automate flow with role-based access against the source systems.

Azure OpenAI

The reasoning layer for bid analysis, scope extraction, and exception flagging. Runs in the company's Azure tenant, not a public endpoint.

Procore connector

Read and write against the project records the company already kept in Procore. Subcontractor data, RFI logs, and budget data all surface in the agent workflows.

Permit-portal scrapers

Custom monitoring against the LA-area city permit portals. Authenticated daily checks with PM-level alerting.

Custom QuickBooks integration

The invoice reviewer matches against QuickBooks receipts, BCF entries, and POs. Variances surface to the PM before they post.

Cloudflare Zero Trust + ISO 42001

Zero Trust gates every dashboard surface. Every AI action is audit-logged. The deployment is aligned to ISO 42001 controls for AI governance.

We have done construction before

A different client, a different scope, the same posture.

For California's largest hillside structural engineering firm we built Project IQ, a custom AI-native operations platform that replaced a $1M Salesforce migration in 30 days, recovered 80 hours per week, and is now retiring Salesforce entirely. Same posture every time: we wrap the systems the team already uses, we keep humans in the decision seat, and we secure everything under Cloudflare Zero Trust with ISO 42001-aligned controls.

Read the structural engineering case study →

The Heed Method

Every engagement starts with a POC against your real data.

These four agents did not start with a discovery deck. They started with a two-week POC against the contractor's actual Procore records, real permit portals, and live QuickBooks data. The POC proved the architecture worked before the company committed a production budget.

See How We Help →

PMs running 4 jobs when they should be running 12? Let us look at the admin layer.

If your project managers are spending half their week on document work, the constraint is not skill, it is admin throughput. The 30-day diagnostic produces the math, the architecture, and the honest answer on whether a multi-agent layer beats hiring more PMs.