The 6-Pillar Systems Playbook for SMB Site-Development Contractors
Why SMB contractors struggle (the big 5)
- Cash-flow delays (slow pay apps, aging COs).
- Labor shortages & skills gaps (uneven onboarding, certifications).
- Rework from bad data & drawing/version chaos (stale plans, ad-hoc RFIs).
- Fragmented legacy stack & broken handoffs (CRM → precon → field).
- Equipment & production visibility gaps (idle time, unit-cost variance).
The ResorsTech platform ecosystem (6 pillars)
- ResorsTalent – Recruit, onboard, develop, retain; skills matrix; knowledge hub.
- ResorsCRM – Accounts, pipeline, proposals; clean award→project handoff.
- ResorsTrack – Time, dispatch, equipment/telematics, haul & production.
- ResorsBuild – Planning, daily logs, RFIs/submittals, drawings control, contracts/pay apps.
- ResorsInsight – Role-based dashboards, forecasting, AI risk signals.
- ResorsComply – Safety, audits, certifications, SWPPP/environmental.
Cross-platform foundations: Mobile + cloud, SSO & roles, open APIs (accounting, payroll, ERP, BIM, telematics), GIS/geo-context, configurable workflows.
How ResorsTech fixes the big 5 (pillars → actions → KPIs)
Cash-flow delays
Use: Build, Track, Insight, CRM, Comply
Actions: Pay-item library; field quantities auto-flow to pay apps; CO register with SLAs/alerts; prompt-pay checklist (waivers/COIs/cert payroll); accounting integrations.
KPIs: DSO ↓, pay-app cycle time ↓, COs <14 days ↑, first-pass pay-app accuracy ↑, margin erosion from late COs ↓.
90-day wins: Turn on CO register + alerts; map daily quantities→pay items; weekly billing huddle with exceptions list.
Labor shortages & skills gaps
Use: Talent, Comply, Insight
Actions: Role→skill matrix with coverage views; micro-learning; onboarding checklists; auto-alerts for cert renewals; cross-train suggestions.
KPIs: time-to-productivity ↓, % certs current ↑, % cross-trained ↑, overtime ↓, rework hours/FTE ↓.
90-day wins: Publish skills v1; load certs + expirations; 10-minute weekly training cadence.
Rework from bad data & version chaos
Use: Build, Track, Insight (+ mobile, QR, GIS)
Actions: Single source of plans with versioning + push notifications; QR on site signage; mobile daily logs (quantities, issues, photos) EOD; structured RFI/submittal workflow.
KPIs: rework hours ↓, % crews on latest set ↑, median RFI turnaround ↓, defects per 1k man-hours ↓.
90-day wins: Lock controlled plan set; enforce daily logs; launch RFI aging/SLA dashboard.
Fragmented stack & broken handoffs
Use: CRM, Build, Track, Insight (+ SSO, APIs, master data)
Actions: Auto-create project from awarded opportunity; central master data (cost codes/items/vendors) with locked picklists; SSO & role-based access; bi-directional time→payroll and job-cost→dashboards.
KPIs: award→NTP handoff time ↓, manual re-entry incidents ↓, mismatch rate ↓, time-to-first schedule ↓.
90-day wins: Enable SSO; publish data dictionary; connect time→payroll; implement award→project checklist.
Equipment & production visibility gaps
Use: Track, Build, Insight (+ GIS/geofences)
Actions: Ingest GPS/hour-meters; idle/run/location in real time; maintenance scheduler (PMs by hours/date); digital haul & production with geo-verified loads; daily throughput report.
KPIs: utilization ↑, idle % ↓, on-time PMs ↑, unit-cost variance ↓, % loads geo-verified ↑.
90-day wins: Light up telematics for top 10 assets; digitize haul tickets; publish daily production dashboard.
Rollout in 3 phases (18-month path)
- Phase 1 (Months 1–6): Financials/project accounting, time & field ops, baseline safety, document control.
- Phase 2 (Months 7–12): Precon/estimating depth, telematics & maintenance, production tracking, quality.
- Phase 3 (Months 13–18): Analytics/forecasting, CRM & BD, talent development, knowledge management.
What good looks like (by role)
- Foreman: Clock crews; review dispatch; daily logs/quantities; raise RFIs from mobile; live plans via QR.
- PM: WIP/Earned Value live; CO aging; RFI/Submittal status; two-week look-ahead; vendor compliance.
- Estimator/Precon: Unit-rate libraries; bid calendar; hit-rate analytics; clean handoff to project.
- Executive: Backlog health/exposure; margin-drift alerts; safety leading indicators; predictive risk across jobs/divisions.
Metrics that matter (KPI shortlist)
- Cash: DSO; pay-app cycle time; CO approval <14 days; margin erosion from late COs.
- Schedule: % tasks on time; award→NTP; RFI turnaround; plan-set freshness adoption.
- Cost/Production: unit-cost variance; asset utilization; idle %; throughput vs target.
- Safety/Compliance: certs current %; inspections on time; incidents per 200k hours.
- People: time-to-productivity; cross-training coverage; overtime rate.
FAQs
Do we need to rip-and-replace our current systems?
No. We integrate with common accounting, payroll, ERP, BIM, and telematics tools. Start where impact is highest (billing, document control, time→payroll), then expand.
How long does a typical rollout take?
Foundational wins in 90 days; a full 3-phase program is ~12–18 months depending on site count and tool sprawl.
What about offline or poor connectivity in the field?
Critical capture (time, logs, photos) works offline and syncs when coverage returns.
How many logins will my team need?
One. We use SSO and role-based permissions so foremen, PMs, and admins see what they need with a single sign-on.
How do you handle document control and revisions?
Controlled “current set,” automatic versioning, push notifications, and QR access at the point of work.
What if our data is messy?
That’s normal. We land a data dictionary and locked picklists early; you don’t need perfect data to get value from dashboards and alerts.
Can we start with just one area (e.g., billing or telematics)?
Yes—start with a “pillar slice” (e.g., COs + pay apps or telematics + production), prove value, then scale.
How do you support safety and compliance?
Digital toolbox talks, inspections, incident intake, certification/expiration tracking, and SWPPP workflows with GIS overlays.
Next step
Book a 90-minute Systems Blueprint Workshop. We’ll map your current tools to the six pillars, quantify the top gaps (cash, schedule, risk), and hand you a phased roadmap your team can execute.
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