Determine requirements
Extract required products, systems, certifications, formats, and submission procedures from the project.
All 20 solutions
System 06 · Project Operations
Submittal Package Automation
Eliminate hours of repetitive project administration.
Finds, organizes, and packages required technical and compliance documents for PM review and approval.
The operational problem
Why this system exists.
Submittal preparation requires the correct product data, SDS sheets, UL systems, certifications, manufacturer literature, and project-specific forms. Teams lose hours searching shared drives and manufacturer sites, packages are returned for missing items, and field release is delayed while documents are corrected.
What you are buying
A functioning operating system—not a prompt, chatbot, or generic workflow.
The system reads the project's approved scope and submittal requirements, selects the correct controlled documents from the contractor's library, assembles them in the required order, and presents a review-ready package to the project manager. It tracks what was submitted, approved, revised, or rejected so future closeout records remain complete.
BUILT FOR
PM teams rebuilding submittal packages by hand and searching repeatedly for the same technical documents.
How it works
From raw project information to controlled action.
The exact integration changes by contractor. The operating sequence and accountability do not.
Select controlled documents
Match approved products and assemblies to the current technical records in the company library.
Assemble and review
Build the indexed package and route exceptions or missing documents to the PM.
Track disposition
Record submission, comments, resubmittals, approvals, and final approved documents.
System inputs
What it monitors and reads.
Approved scopeSpecificationsProduct librarySDS libraryUL documentationCustomer submittal requirements
Operational deliverables
What your team actually receives.
Indexed submittal packageRequirement checklistMissing-document listApproval historyResubmittal packageApproved-record archive
Business outcome
Less administrative labor, faster submittal turnaround, and fewer delays caused by missing documentation.
Performance is measured
This implementation is managed against operating indicators—not whether the automation merely runs.
- PM hours per package
- First-pass acceptance
- Submittal turnaround
- Release-delay reduction
Commercial structure
$20,000 implementation. $3,000/mo ongoing management.
Implementation covers discovery, system architecture, configuration, integration, testing, controlled rollout, and team adoption for the agreed scope. Ongoing management covers monitoring, exception handling, optimization, reporting, and operational support.
$10,000 operations assessment
Find the most expensive gap first.
We analyze your current operation, quantify revenue leakage and administrative drag, then build a custom implementation roadmap. The assessment fee may be credited toward a larger implementation.
See the assessmentNo generic AI pitch. We start with the costliest operational problem.