A real-world case study showing how Moreira Consulting streamlined a 40-year construction consulting business — eliminating bottlenecks, automating proposals and reporting, and giving the owner back his time.

Case Study: How Reeves Construction Advisors Cut Reporting Time by 80%

For more than four decades, Paul Reeves ran one of the most respected construction consulting firms in the region — advising builders, developers, and owners through complex commercial and municipal projects.
But as the business grew, so did the admin work. Reports took hours. Follow-ups fell through the cracks. Valuable insights were buried across email threads and spreadsheets.

“I knew I needed help,” Paul said. “I’d built this business on relationships and hard work — but at some point, that wasn’t enough. I was spending nights trying to keep up with paperwork instead of clients.”

That’s when Paul partnered with Moreira Consulting to design the next evolution of his business — one built on structure, visibility, and automation.

Phase 1: Audit — Identifying the Bottlenecks

We began with a full workflow audit, mapping every recurring process from lead intake through project completion.

• Client onboarding required manual document creation and approvals.
• Project reports were generated by hand in Excel.
• Time tracking and proposals existed in separate systems.

By visualizing every touchpoint, we identified over 15 manual handoffs costing an average of 12–15 hours per week.

Phase 2: Automate — Building the Systems

Next, we centralized all key workflows into a connected back office.

• Proposal automation: standardized templates now pull directly from project data.
• Reporting dashboard: live project metrics update automatically each day.
• Task handoffs: built in Airtable and Zapier, ensuring no steps are missed.

This system didn’t replace Paul’s expertise — it amplified it. What once took hours now happens in minutes, without sacrificing accuracy or oversight.

Phase 3: Amplify — Continuous Optimization

Once the foundation was set, we shifted to ongoing refinement — adjusting automations, integrating new tools, and adding documentation so future hires could onboard quickly.

• Weekly reviews highlight time saved and tasks eliminated.
• Reports that once took 15 hours a week now take under 3.
• Client satisfaction improved, with faster response times and cleaner reporting.

“This has been such a tremendous help,” Paul said. “I didn’t even know what to ask for — but now I can’t imagine running the business without these systems in place.”

The Results

After just 90 days, Reeves Construction Advisors saw measurable, lasting impact:

• Reporting time: reduced from 15 hours per week to under 3 hours
• Manual handoffs: dropped from 15+ per project to 4 or fewer
• Follow-up rate: improved from 60% to 95%
• Day-to-day workflow: transformed from constant fire drills to predictable, calm, and scalable

Takeaway

This project wasn’t about replacing people — it was about releasing potential.
By combining Paul’s 40 years of field expertise with the right systems, Reeves Construction Advisors became more scalable, profitable, and future-ready.

And that’s exactly what we do at Moreira Consulting:
help good builders run great businesses.

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