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Workflow Optimization

Increase efficiency. Save Time. Maximize Profits.

At Cassell Consulting, we understand that construction businesses operate in a dynamic environment with complex workflows and ever-changing project requirements. That’s why we offer specialized construction software solutions designed to streamline your operations, enhance cross-communication, and empower your team to tackle projects.

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cassell consulting inc

construction Software Solutions

Data Migration: We’ll help with organizing and migrating your data to new or existing platforms for better insights and analysis. Whether you’re upgrading to a new ERP system or consolidating data from multiple sources, we’ve got you covered.

Workflow Optimization: Unlock the full potential of your construction processes. We analyze your existing workflows, identify bottlenecks, and implement more streamlined processes. Our goal is to optimize operations, reduce manual effort, and increase profitability.

Manual Process Automation: Our automation solutions are tailored to your specific needs, eliminating manual data entry, approvals, and document routing. By automating routine processes, you can free up your team’s time for more critical tasks and improve overall accuracy.

Learn About Our Recent Client Projects:

Cassell Consulting Inc

Example Custom Project Summaries

  • Client: Wolf Construction, Topeka, KS
  • Problem: Redundant data entry creating new contacts in Viewpoint & ProEst
  • Solution: "Data Sync Tool" automatically populates Vista when new ProEst contacts are created
  • Client: Anslow Bryant, Houston, TX
  • Problem: Vista only imports one Contract Item at a time, requiring multiple imports from Sage Estimating and manually assigning unique and consistent Jobcost Phase Codes to multiple Contract Items
  • Solution: “Fusion Viewpoint to Sage Estimating” imports unlimited number of Vista Contract Items directly from Sage Estimating WBS codes & automatically assigning Jobcost Phase Codes in Vista
  • Client: University Mechanical, Seattle, WA
  • Problem: Processing AP invoices in Vista too slow and labor-intensive
  • Solution: Custom app that monitors a common email address, and automatically converts pdf attachments into Vista AP scan batches
  • Client: Multiple
  • Problem: No way to efficiently import items in an Excel estimate into a Sage estimate
  • Solution: Custom app reads items in an Excel spreadsheet and imports them into a Sage estimate including takeoff quantity & unit, pricing, and unlimited WBS assignments

why cassell consulting?

We take pride in listening carefully to each client’s unique needs, then delivering expertly-crafted solutions at a competitive price. Our consultants have years of industry experience in addition to our Viewpoint, Sage, AutoDesk, & Primavera knowledge.

You won’t be speaking with a support rep that’s looking up answers on a software knowledgebase, you’ll get expertise learned from years in the industry in addition to our software knowledge.

But don't just take our word for it

here's what our clients say about us

"Cassell Consulting has been an extremely valuable asset to Wolf Construction for the implementation and utilization of Viewpoint and other complimentary softwares. Their knowledge of market best practices, understanding of Viewpoint and network of professionals with real world experience has been invaluable to us in our quest to be the best at what we do. Barry and his team are real people that understand the challenges of our quest and are willing to roll up their sleeves and work just as hard as we do to get results.”
- Dusty Gary: Wolf Construction, Constellation Service Co. & DM Gary Holding Co., Topeka, KS
"We worked with Cassell on a difficult project requiring mapping to our new Phase Codes for 15 years worth of jobs. Cassell guided us through the project and delivered on-time, on-budget results. We plan to use Cassell again on our next Viewpoint project in the near future."
- Sean Leggett, CFO, Nunn Construction, Colorado Springs, CO
"Cassell provided us the knowledge and expertise to provide written Viewpoint workflow documentation. The new manuals have helped us standardize our procedures and train staff."
- Arnold Schneider, CFO, Urbacon, Toronto, ON
"Barry and his staff at Cassell Consulting Inc. are outstanding people and contacts to have available to us. Their knowledge in construction protocols and with our Sage & Primavera software is incredibly beneficial, especially with their extensive industry backgrounds."
- Andrew van Wyk, M. Sullivan & Son, Arnprior, ON
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