Operating question
Where does the workflow lose value?
Bring one workflow where inquiries, requests, approvals, or reporting lose time, context, or accountability.
What You Get First
A concrete deliverable, not a vague recommendation.
Candidate workflows
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Bid intake, qualification, and estimating handoffs
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RFI, submittal, and open-item tracking
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Daily report summaries from field notes and photos
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Change order and invoice routing with missing-backup flags
Production path
We configure, connect, or build the right controlled solution, prove it against acceptance measures, and prepare the team to own the change.
Explore the Production SprintCommon Workflow Problems
Start where the manual work is already costing time, speed, or visibility.
Workflow signal
Bid invites, drawings, portals, addenda, and deadlines arrive before estimating has a clean triage path.
Discuss this workflowWorkflow signal
RFIs, submittals, invoices, and change orders need an operating workflow across email, portals, PM tools, and accounting.
Discuss this workflowWorkflow signal
Project leaders keep rebuilding weekly exception reports from PM tools, spreadsheets, emails, and field updates.
Discuss this workflowWorkflows Lasso Automates
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Bid intake, qualification, and estimating handoffs
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RFI, submittal, and open-item tracking
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Daily report summaries from field notes and photos
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Change order and invoice routing with missing-backup flags
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Weekly project exception reports for PMs and executives
Why Teams Trust It
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Estimators, PMs, finance, and field leaders keep judgment and final approval
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Source documents, assumptions, deadlines, and exclusions stay visible
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Human approval before submissions, commitments, change orders, or financial decisions
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Launch paths can start from email, portals, spreadsheets, exports, and shared drives
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Designed around field-office handoffs instead of another disconnected app
ENGAGEMENT PATH
Put one workflow into production. Then expand what works.
When the workflow, owner, access, and measurable result are clear, Lasso starts with a focused Production Sprint. Other structures fit different operating and economic conditions.
$40K-$75K
01 · Production Sprint
Put one tightly scoped workflow into production in 4-6 weeks, with integrations, controls, acceptance, rollout, and training.
Review the Sprint$25K-$50K minimum + performance economics
02 · Outcome Partnership
Align part of the commercial structure to attributable recovered revenue, savings, margin, or transaction economics.
Discuss this structure$25K-$75K implementation + $10K-$25K+ / month
03 · Managed Workflow
Build and operate a defined workflow with accountable monitoring, exceptions, reporting, and improvement.
Discuss this structure$30K-$75K+ / month
04 · AI Operating Partner
Continuously transform high-value workflows over a 3-12 month operating horizon.
Discuss this structureSYSTEMS
Designed for real operating environments.
emailProcoreAutodeskBluebeamExcelaccounting systemsshared drivesproject portals
Decision questions
Why start with one workflow?
A defined workflow creates a measurable baseline, clear ownership, practical access requirements, and a production result the business can evaluate.
What if production cannot be scoped responsibly?
A $20K-$35K Workflow Scan can establish the baseline, economics, controls, feasibility, and production plan before implementation.
What happens after a successful Sprint?
Lasso can expand the build, operate the workflow as a Managed Workflow, structure an Outcome Partnership, or serve as an ongoing AI Operating Partner.