Overview
Having digitized the estimation and bid process (Case Study - Construction Estimation & Project Services), the same construction client faced an equally critical gap: once a project was won and execution began, all site-level operations reverted to manual processes attendance on paper registers, material tracking in WhatsApp groups, and cost vs. budget reconciliation done only at month-end. This case study covers the Salesforce platform extension built to manage live project execution.
Challenge
Worker attendance tracked on paper registers, data entered into spreadsheets days later, often inaccurate,No real-time material usage tracking, wastage, or over-ordering is discovered only at delivery,No real-time material usage tracking, wastage, or over-ordering is discovered only at delivery,Revenue milestones and client invoicing are managed manually via email, with frequent delays and disputes,Project managers had no live view across multiple active sites simultaneously
Solution
Custom component used to mark the registry, workers log attendance on a browser-based platform, no app install required. Worker location is browser permission captured at the point of logging.Material consumption logged against each project task; real-time variance shown vs. planned quantities with auto-alert on deviationLive cost tracking: labour cost auto-calculated from timesheets, material cost pulled from POs updated dailyMilestone-based invoicing automation: when a project milestone is approved, the client’s invoice is auto-generated and sentMulti-site portfolio dashboard: one view showing progress %, cost status, and team headcount for every active project
Key Features & Capabilities
Advanced functionality that sets this project apart from the competition
Impact
Paper-based attendance has been replaced by digital clock-in, and data is available on the same day.Leadership can view the full project portfolio live; no weekly status calls are needed.Material overruns caught before delivery, not after, saving procurement cost.
Project Screenshots
Explore the key features and interfaces that make this project exceptional
Technologies & Tools
Cutting-edge technologies that powered this project
Salesforce Platform
Sales Cloud – Used to manage leads, opportunities, and the overall sales pipeline, providing complete visibility into the sales lifecycle.Service Cloud – Implemented for case management, work orders, and service operations to handle customer issues and on-site service efficiently.
Custom Development
Apex – Utilized for implementing custom business logic, integrations, and backend automation.Lightning Web Components (LWC) – Used to build modern, responsive user interfaces for a better user experience.
Configuration & Automation
Custom Objects – Structured data models to manage workforce, inventory, procurement, and project tracking.Flows (Automation) – Used to automate business processes such as record updates, notifications, and task creation.
Communication & Integration
WhatsApp Business API – Integrated to send real-time notifications such as purchase order updates, invoice alerts, and status changes.WhatsApp Business API – Integrated to send real-time notifications such as purchase order updates, invoice alerts, and status changes.
What Our Clients Say
Our clients value not just our technical expertise, but our ability to deliver consistently, communicate clearly, and act as a true extension of their team.
They transformed our ideas into a fully functional product. Communication was smooth throughout the project, and their support helped bring it successfully live.
Aiden & Sydney
Co-Founder, Circlez
United States
Christoph
Director, 24hdrop
Austria
Tabish
Associate, Laidlaw & Company
United StatesCustom Software Dev for
Insurance Company
Creative Encode Technologies launched the project and is keeping track of the business milestones, MVP, and client demos. The team uses Trello to specify needs necessary for logical and business process context. They're currently maintaining the project's functionality for smooth operation.