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Case study ยท From the Pluris libraryReceipt no. 0838
What sucked

The firm services commercial buildings, and its operational data was scattered: building sensor feeds, payroll and timekeeping that differed by site, supply and inventory records, an archive of past proposals, and reporting that stitched it together by hand.

Every RFP response started from a blank page even though the firm had answered the same questions many times before, and every inbound call needed a person.

Private equityConstruction & EngineeringHR & People4โ€“6 months
What they built

ModernEdge ran an operational audit for a PE-backed commercial facilities firm, then delivered four systems as independent sprints: RFP responses drafted from the proposal archive, unified operational analytics, payroll and timekeeping normalized across buildings, and an inbound-call agent, all running on Claude.

What changed
50-70%

Faster proposal and RFP turnaround, auto-assembled from the firm's own proposal archive.

40-60%

Of inbound calls resolved without a human.

4 systems deployed as independent sprints from one audit
Time to results
4โ€“6 months
Company size
1-50 people
Project cost
$100K โ€“ $250K
Who did it
Kevin Malaekeh
Co-Founder, ModernEdge AI

Vetted by Pluris.