Executive priority
Give the field team a clear way to report from mobile, so the right data reaches the people who need it without extra extraction.
Prepared by Onflow
Executive proposal
L.B. Hall Cost Control Hub
A controlled first step to turn daily field data into cost visibility.
The real opportunity
The issue is not lack of cost discipline. It is delayed visibility.
L.B. Hall already tracks costs carefully. The challenge is that field information often has to be chased, cleaned, or reconstructed after the work already happened.
The first win is making field data reliable earlier.
Current state
Reports + calls + WhatsApp + Sheets + tickets
Target state
One reviewed daily source of field data
What the team confirmed
Estefania and Sofia pointed to the same bottleneck.
Operational reality
Manual transfer from reports and timesheets into project sheets slows costing, payroll preparation and cost meeting readiness.
The cost of staying manual
Manual follow-up creates more than admin work.
01Late reportsCreate blind spots.
02Missed ticketsCan become missed revenue.
03Material/labor varianceIs harder to catch early.
04Cost meetingsTake longer to prepare.
The hidden cost is margin exposure.
Recommended first move
Start with a controlled production pilot.
Real usersField + office
Real projects1-2 pilot projects
Real submissionsDaily field reports
Limited scopeNo QuickBooks integration yet
Enough to create operational value. Controlled enough to avoid overbuilding.
How the system works
Enter once. Review once. Use everywhere.
1Field submitsMobile daily report
2Office reviewsApprove or correct
3Outputs updateSheets, PDFs, dashboards
Project Daily
Payroll summary
Daily Report PDF
Production/material dashboards
Cost meeting view
Phase 1 includes
The pilot focuses on the data that drives cost control.
CaptureMobile report, Spanish/English, photos, voice notes
ReviewOffice approval workflow and admin review
OutputsProject Daily, payroll summary, Daily Report PDF
VisibilityProduction, material, cost meeting dashboard and basic alerts
Scope control
Keeping phase one focused protects time, budget and adoption.
No direct QuickBooks integration
No full replacement of every historical spreadsheet
No advanced prediction model yet
No complete accounting workflow
Build the clean operating data first. Expand after adoption is proven.
Investment options
Three ways to start, depending on how much operational value phase one should deliver.
A. Functional Starter
$8,500 2-3 weeksOne real workflow with smaller scope.
B. Production Pilot
$18,500 4-6 weeksFirst operational pilot with field, office and cost visibility.
C. Expanded Pilot
$29,500 6-8 weeksMore automation, support and visibility from the start.
Expected financial return
Expected first-year quantified benefit: $125K
Manual office time$46.8K
Ticket/change order capture$30.0K
Field interruption reduction$24.3K
Earlier risk detection$15.0K
Payroll cleanup$9.4K
Model excludes long-term AI forecasting value and full company rollout.
ROAS for the recommended pilot
Option B can pay for itself in less than two months.
Investment$18.5K
Annual benefit$125.4K
ROAS6.8x
Payback1.8 mo.
Investment
Annual benefit
Net benefit after investment: $106,927. Net ROI: 578%.
Why Option B
Option B is the balanced move.
Operational value
Complexity
A
B
C
Target zone
It solves the real manual-transfer problem while keeping scope controlled.
What success looks like
At the end of the pilot, L.B. Hall should see a cleaner operating rhythm.
Field reports submitted from mobile.
Office reviews in one place.
Project information organized faster.
Payroll and daily outputs prepared with less manual transfer.
Cost meeting dashboard shows production, material, pending reports and risks.
Next step
Confirm the pilot and begin with the highest-value workflow.
1Confirm 1-2 pilot projects
2Confirm templates and reviewers
3Confirm first-month outputs
4Start Option B production pilot
The goal is not another system. The goal is earlier visibility, less manual work and better margin protection.