Numbers that arrive too late to act on

"I find out a project went over budget once it's already finished." In many SMEs, information from the field — hours worked, progress, materials used — travels on paper or in separate files, and is only compiled once a week or once a month.

Managers end up spending their evenings consolidating data instead of leading, and decisions are always a step behind. The problem is not your team's effort; it's the path the information takes between the field and the office.

Enter it once, see it right away

Before

  • Paper or Excel timesheets compiled by hand
  • Project progress known only in meetings
  • Actual costs compared to budget after month-end
  • The same data entered in several tools

After

  • Digital timesheets sent straight to the right place
  • Progress visible at all times, without chasing the team
  • Instant alerts when a cost, a stock level or a deadline drifts
  • One source of truth that feeds your other systems
  1. Look at how work really happensWe trace how information moves between your employees, managers and office, from the shop floor, job site or client site all the way to accounting.
  2. Simplify before automatingWe remove unnecessary steps first, so a heavy process doesn't simply get copied into a new tool.
  3. Connect entries to your systemsHours, progress and materials used feed your files, your accounting software or your existing payroll system directly.
  4. Set up the alertsTogether we define the thresholds that matter: project budget, planned hours, minimum stock, milestone deadlines.

Typical uses, by sector

Needs vary from one sector to another. Here are three typical uses of this service:

Small manufacturers

Production tracking, digital work orders and alerts when stock of a part or material drops below its threshold.

Construction

Job-site costs compared to budget in real time, and timesheets filled in on site instead of re-typed at the office.

Service businesses

Scheduling of service calls and field reports completed on site, then sent automatically to the office.

Built on your existing tools

Depending on your setup, Power Automate or Zapier connect entry forms, Excel, your email and your accounting software, such as QuickBooks. We can also link to a payroll system like ADP when hours data needs to get there.

What's included

  • An analysis of how you track hours, progress and costs today
  • Design of the forms, approvals and alerts
  • Connection to your current files and systems
  • Training for employees and managers
  • Follow-up after launch to fine-tune thresholds and reports

How it unfolds

After the free efficiency analysis, we prioritize what costs you the most time; our custom solutions are designed to reduce operational costs by up to 60%. Rollout happens in phases, starting with the team or process where the gain will be most visible.

Frequently asked questions

Will my employees have to learn complicated software?

We favor simple tools, often ones you already have, and we train your team to be self-sufficient. The goal is less data entry, not more.

Does this work for manufacturers and construction companies?

Yes. Production tracking and stock alerts fit manufacturers; job-site cost tracking and field timesheets fit construction companies. Service businesses use it for scheduling and field reports.

Can you work with our payroll system?

We start from your current systems and stay vendor-independent. During the analysis, we check how your hours data can reach your payroll.

Can the project be done remotely?

Yes, everything can be done online, wherever you are. We also offer in-person meetings in Greater Montreal and the Laurentides.

Related pages

This automation is often step one. See how we automate an entire operation.

Your operations numbers, in real time?

A free analysis of about one hour and a prioritized roadmap, at no cost and with no commitment.

Request my free analysis