Project Management Software
A Case Study on streamlining project management and creating a software to allow for proper workflows across departments.
ABOUT JRT Mechanical Inc.
JRT Mechanical is a full-service mechanical contractor specializing in HVAC, plumbing, and electrical services for commercial and industrial projects. With a commitment to quality and innovation, JRT Mechanical has earned a reputation for excellence in project execution and customer satisfaction.
However, as the company grew, managing its expanding operations with multiple disconnected software solutions became a significant challenge.
CHALLENGE
JRT Mechanical was facing a costly and inefficient software environment. The company was spending over $140,000 annually on more than 15 different software tools, many of which were not integrated. This fragmented approach led to significant inefficiencies, with the company utilizing only 20-40% of the functionality offered by these tools. CEO Carl expressed the frustration, saying, “We are paying over $140k a year for about 15 different software tools. A few issues we have are most of the tools aren’t connected, and we only used 20-40 percent of the actual tools. We figured if we are going to pay the money, we might as well pay for a solution that actually works for us.”
JRT Mechanical needed a unified solution that would consolidate their project management processes, enhance communication across departments, and allow project leaders to manage their tasks more effectively.
SOLUTION
Xeratec Software Development partnered with JRT Mechanical to design and build a comprehensive project management platform tailored to the company’s specific needs. The solution was developed with a focus on connecting all departments, particularly around task management.
Key Features
- Integrated Modules: Combined RFIs, Change Orders, Daily Reports, and Time Tracking into one platform. Tasks can be linked to any module or stand alone, providing flexible management of project activities.
- Task Management: Enabled project leaders to manage tasks across departments with a built-in meeting tool for tracking issues and assigning tasks.
- Recurring Tasks: Automated recurring tasks to ensure smooth handoff between departments.
- Process-Centric Design: Aligned the platform with construction industry best practices, ensuring streamlined project management.
TECHNOLOGY STACKS
With over 30 years of experience in the Pacific Northwest, JRT Mechanical has completed thousands of projects, establishing themselves as a trusted and reliable mechanical contractor. Their growth is fueled by a commitment to innovation, continually adopting the right tools to empower their team and drive success.
“This new platform has transformed the way we manage our projects. We’re now able to do more with less, and the efficiency gains have been incredible. The fact that everything is integrated and process-driven has made a huge difference in our day-to-day operations.”
-Carl Tapani, President of JRT Mechanical Inc.
RESULT
The implementation of the new project management solution at JRT Mechanical resulted in significant operational improvements:
RESULTS
- Cost Savings: Consolidated tools, reducing software expenses and increasing efficiency.
- Improved Efficiency: Streamlined workflows and reduced errors with an integrated system.
- Enhanced Collaboration: Improved cross-department communication and task management.
- Process Alignment: Adopted best practices for consistent project outcomes.
