Understand workflows and documents
Review existing storage locations and input formats, then organize reports, estimates and construction information.
Selected project / Construction
Construction company
From scattered documents
to a clear view of each project.
Data preparation, reconciliation and validation for project-level financial management
Operations improvement support
BUSINESS OPERATIONS Data preparation → Review & decisions
Reports
Estimates
Construction data
Reconcile and verify by project
Project register
Review checklist
CLIENT / FIELD
Construction company
OUR ROLE
Operations improvement support
DELIVERABLES
Workflow & data preparation / Report and estimate reconciliation / Validation & project registers
01 / Challenge
The challenge
Reports, estimates and construction information were spread across different storage locations and input formats. They needed to be organized so each project could be reviewed in one place.
02 / Our approach
What GleamHub did
Reconcile and validate
Cross-reference information by project and identify items that need review.
Support human decisions
Create a project register and review checklist, ready for the next round of checks.
03 / Deliverables
What we delivered
We created a project register and review checklist from existing documents, bringing together the information that needed to be checked.
- A register with information organized by project
- A process for reconciliation and validation
- A list of items requiring staff review
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