Structural Engineering Firm · Centennial, CO

Moving 1,200 projects a year off spreadsheets and onto one connected Monday.com workspace.

The Problem

A fast-growing structural engineering and inspection firm managing roughly 1,200 projects per year was running on a manual, spreadsheet-based tracking system that could not scale with the business. Project data, time tracking, billing, and KPI reporting all required redundant data entry across disconnected tools, creating significant administrative overhead and limiting visibility into project health and profitability.

The Solution

Began with a workflow diagnostic and software evaluation, then moved into a Monday.com pilot that centralized project, customer, and time tracking into a single platform. The firm has since transitioned into an active monthly retainer, with Waypoint AI now developing KPI dashboards for billable rate and utilization analysis, connecting Toggl, QuickBooks, PandaDoc, and Google Drive through Zapier automations, and establishing scalable workflows designed to support continued growth. Monday.com is now on track to serve as the firm's central WorkOS, with new automations and integrations rolling out on an ongoing basis.