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Sample case study — illustrative example, to be replaced with real client workThe challenge
Twelve active sites ran on Excel trackers, WhatsApp groups, and paper material slips. Purchases happened at site level with head-office approval arriving days later — or after the purchase. Material costs routinely overran estimates, and nobody could say by how much until the project closed.
Project status meetings ran on memory and phone calls; billing milestones slipped simply because nobody was tracking them in one place.
The solution
We rolled out an ERPNext-based construction ERP in phases: project and task tracking first, then material requisitions with a mobile approval flow, then purchase, inventory, and client billing — each phase live before the next began, so work never stopped.
Site engineers log daily progress and raise material requests from their phones; approvals reach head office instantly with budget context attached. A management dashboard now shows cost versus estimate, per site, updated daily — and billing milestones trigger automatically from progress data.
The results
For the first time I can see every site's spend against estimate at breakfast. The mobile approvals alone would have justified this — engineers stopped buying first and asking later.
Every engagement starts with a free 30-minute call and ends with numbers like these — agreed upfront, reported honestly.
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