15+ hours saved per week by centralizing everything in Monday

ProTech Construction is a Quebec-based general contractor active in the commercial sector and a real estate developer for innovative projects. A growing company in the midst of a generational transition, the 15-person team manages around ten projects simultaneously across multiple departments: Sales, Operations, Marketing, and HR.

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The team was working across multiple Google Sheets to manage bids, job sites, and tasks for each department. The result: duplicate data entry, information silos, and internal email chains that slowed everyone down. No one had a clear view of ongoing projects or upcoming workload. With the company's growth and the generational transfer underway, this way of working was no longer sustainable.

Phase 1 — Diagnostic: We mapped out each department's processes to identify duplicates, bottlenecks, and information falling through the cracks.

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Phase 2 — Monday Architecture: We built interconnected boards for Sales (pipeline and bids), Operations (job site management and subcontractor requests), Marketing, and HR — all within a single environment where each team sees what's relevant to them.

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Phase 3 — Automation and Adoption: We automated repetitive tasks and trained each team on the new platform to ensure full adoption.

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Stack: Monday.com (Sales, Operations, Marketing, HR) + Make

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Timeline: 6-month implementation

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