CASE STUDY

Contractor cuts admin time by 60% and accelerates project delivery with workflow automation

Commercial construction contractor

Field and office processes unified

+25% project volume YoY without expanding headcount

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“We’re no longer stuck waiting on emails or chasing forms. Holistc gave us real operational momentum.”
About the Firm

A mid-sized construction firm specializing in commercial and mixed-use developments across Australia. As the business scaled, internal inefficiencies began to impact delivery timelines, bid capacity, and overall profitability.

Executive Summary

Project delays and compliance risks were mounting due to manual workflows and disjointed communication. Field teams were still reliant on paper forms, and approvals often sat idle in inboxes. Errors and delays in permits, inspections, or procurement frequently led to budget overruns and deadline extensions.

Holistc™ designed and deployed a unified workflow platform that connected job sites to head office in real time. Key processes like approvals, document generation, and field reporting were digitized and automated — reducing admin time by over half and enabling faster, more reliable project execution.

The Challenge

Site managers were overwhelmed by a constant stream of paper forms, email approvals, and status updates that had to be manually fed into various systems. Change orders were frequently delayed due to unclear approval paths. Inventory issues weren’t caught early. Critical tasks like safety checks or permit filings were easy to miss, especially across multiple projects.

The firm recognized it needed more than new software — it needed a connected operational layer that removed bottlenecks across departments and project stages.

The Holistc™ Solution

We deployed a connected workflow system that synced field ops with office execution in real time. What used to be dozens of back-and-forth steps became a smooth, orchestrated pipeline.

Smart Field Forms
Inspections, safety checks, and reports now happen on-site via tablet. Submissions sync live to the office. If faults are flagged, Holistc auto-triggers follow-ups or reschedules.
Smart Field Forms
Automated Docs & Approvals
Change orders, RFIs, and permits flow through a centralized dashboard. Approvals ping the right people instantly. PDFs are auto-generated, signed, and stored without touching Word.
Automated Docs & Approvals
System Integration Layer
Procurement, billing, and PM tools now work in sync. When milestones are hit, invoices are auto-drafted. When stock is low, POs are pre-filled. Project status is live across teams.
System Integration Layer
Tools We Integrated
Buildertrend, Procore, MYOB, Airtable, Zapier, Make — connected under one real-time operational layer.
Tools We Integrated
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Results with Holistc™

Metric Before Holistc™ After Holistc™
Admin time per projec High -60%
Small project delays Frequent Rare
Proposal prep time 1–2 days <2 hours
Missed inspections or compliance gaps Common Near-zero
Project capacity (YoY growth) Baseline +25% with same headcount
property management real estate automation operational efficiency business scaling admin automation no-code tools AI in real estate Holistc automation workflow automation tenant self-service system integration AI-powered chat scheduling automation time savings admin time reduction on-time rent payments portfolio growth business productivity digital transformation mid-sized business real estate firm residential property management Australian real estate PropTech scaling without hiring data-driven operations smarter property management customer experience improvement staff productivity
property management real estate automation operational efficiency business scaling admin automation no-code tools AI in real estate Holistc automation workflow automation tenant self-service system integration AI-powered chat scheduling automation time savings admin time reduction on-time rent payments portfolio growth business productivity digital transformation mid-sized business real estate firm residential property management Australian real estate PropTech scaling without hiring data-driven operations smarter property management customer experience improvement staff productivity
property management real estate automation operational efficiency business scaling admin automation no-code tools AI in real estate Holistc automation workflow automation tenant self-service system integration AI-powered chat scheduling automation time savings admin time reduction on-time rent payments portfolio growth business productivity digital transformation mid-sized business real estate firm residential property management Australian real estate PropTech scaling without hiring data-driven operations smarter property management customer experience improvement staff productivity

What’s Next

Site managers now focus on build quality — not paperwork. PMs work off live dashboards. Finance and ops run clean, synced systems. “We didn’t hire anyone new. Holistc™ just made our system actually work.”.

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