We have an ERP. It fights back.
NetSuite or SAP is in. Rigid workflows, slow month-end, and the business runs around the system instead of in it.
The ERP went in, and it's the system of record — but the business runs around it. Site teams won't touch it: they're hired for their technical abilities, not for navigating an ERP. What operations wants is as slick as possible, but auditable. Orders get raised late, cost lands weeks behind, month-end arrives three weeks after the decisions it should have informed. You want to squeeze more out of what you bought — and quietly build the option to step off it.
Two directions, your choice of pace. First we squeeze: a reporting and operations layer over the ERP — the screens it can't give you, front-ends site teams will actually use, data flowing back in, not just out. Then, if and when you decide, a staged step-off: keep the ledger, move the work, lose nothing. Every stage is useful on its own. There is no point of no return.
Margin movement, cost movement since last close — and one screen your ERP can't give you today.
Every module works on its own. They all share one data spine — so anything you add later clicks in, nothing gets rebuilt.
- —Portfolio profitability, live
- —Cost to Complete by project and category
- —Estimate at Completion (EAC)
- —Margin movement month-on-month
- —Committed cost vs budget
- —Variations: identified / submitted / approved
- —Delivery vs programme
- —WIP
- —Revenue forecast: secured / probable / pipeline
- —Recurring vs project revenue mix
- —Order book & backlog coverage
- —Application → certification → cash cycle (DSO)
- —Open POs vs required-on-site dates
- —Subcontractor liabilities & accruals
- —Retention held and due
- —Engineer utilisation
- —First-time fix rate
- —Remedials → quoted works conversion
- —Contract renewal rate
- —Pipeline value, win rate and average contract value
- 01Project tracker: one live view per job
- 02Portfolio dashboard: every job, RAG, margin, cash
- 03Month-end pack: CTC, EAC, margin movement, frozen versions
- 04Variations register
- 05Programme & delivery report
- 06Procurement status: orders vs required-on-site dates
- 01WIP report
- 02Applications & certifications status
- 0313-week cash flow forecast
- 04Aged debt & DSO
- 05Retention ledger
- 06P&L by project and division
- 01Committed vs budget by project and category
- 02Cost movement since last close
- 03Subcontractor accruals & liabilities
- 01Engineer utilisation
- 02Contract profitability per maintenance contract
- 03Remedials conversion
- 01Sales forecast
- 02Pipeline & bid board
Free build: send us one file.
We'll rebuild one screen your ERP can't give you.
Send one spreadsheet — your project tracker or your month-end pack. Within 48 hours you get it back as a working prototype: connected, calculated, on one screen. NDA first if you want. Free, no obligation, and you keep it either way.
Or just email it to [EMAIL TBC].
Get the Standard Tracker.
The project tracker we wish every contractor was running. One Excel file, free, no call required.
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