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2021–2024Prior in-house role

40% more output from a quoting team — with no new software

A US construction-technology company (prior in-house role)

Quoting productivity up 40% — by removing unnecessary work and moving admin tasks off the people who produce quotes.

Figure as recorded by Gustavo for the role. Process work; no automation involved.

quoting team productivity
+40%
new tools needed
0

How it works

  1. 01Map the work
  2. 02Remove waste
  3. 03Re-route admin
  4. 04Standardise
  5. 05+40% output

Before

  • The quoting team spent part of its day on steps that added nothing to the quote.
  • Manual admin tasks sat with the production team instead of with admin operations.
  • Each person produced quotes their own way.

After

  • Unnecessary steps removed from the quoting process.
  • Manual admin work routed to admin operations, so the quoting team only quotes.
  • Quote generation standardised, with written operating protocols for every team.

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The situation

The quoting team was busy, but a share of that busyness wasn’t quoting: steps that added nothing, and admin tasks that belonged elsewhere. Every person also built quotes in their own way.

What changed

The process was mapped end to end. Unnecessary steps were removed, manual admin work moved out of the production team into admin operations, and quote generation was standardised with written protocols the teams worked from.

The result

Productivity rose 40% — with no new software at all. It is the first step of every Mechanismo engagement in miniature: fix the process before automating anything.

Operations platform

2025–2026

One operating system for a US design-build firm

A US design-build and FF&E firm

Between June and September, one custom platform replaced HubSpot and Monday.com — and now holds every client conversation, project, deal and shipment in one place.

client & vendor emails captured and linked to the right client
38,000+
meeting transcripts stored with the client they belong to
725
SaaS platforms replaced — HubSpot and Monday.com
2
from first build to HubSpot replaced
~10 weeks

Compliance operations

2021–2024

Permit filing across US counties, states and cities, automated

A US construction-technology company (prior in-house role)

Permit and licence filing cut from 35 minutes to 5 per permit — about 2,600 hours a year freed up, the work of more than one full-time person.

less time per permit (35 → 5 minutes)
86%
hours a year freed up — about 1.25 full-time roles
~2,600
permits filed every week
~100
manual status checks left
0

Prior in-house role

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