-50% Meeting Time with Unified Financial Visibility
A commercial construction firm had its project financial data scattered across handwritten notes and spreadsheets. As it expanded into proprietary developments, the founder needed a single clear view of total results, liquidity, liabilities, and incoming collections.
At a Glance
ONISIS consolidated revenue, expenses, payables, receivables, and expected cash collections into a unified financial model. The finance director was trained to operate the system independently. With a verified single source of truth, management meeting durations were cut by 50% and reporting delays fell by 90%.
INDUSTRY
CONSTRUCTION
COMPANY PROFILE
Commercial construction company led by its founder.
PRIMARY OUTCOME
-50% meeting timeSERVICE PILLAR
Business Intelligence→The Challenge: Founder Bottleneck & Conflicting Data in Construction
The founder had built the business by personally managing every major detail. As the company grew and began developing its own projects, centralized management became a bottleneck.
Numbers were kept in handwritten notes and separate spreadsheets. Meetings were frequently spent debating which figures were correct rather than deciding what needed to be done.
The founder needed to see the complete financial picture: which clients owed money, what the company owed, what cash was coming in, and the true profitability of projects.
The Financial Intervention: Unified Project Profitability & Liquidity Dashboard
We started from the decisions the founder needed to make: seeing overall company progress, project yields, and liquidity trajectory.
It wasn't enough to aggregate project figures in isolation; revenue, costs, payables, receivables, and projected cash inflows had to be viewed together.
We designed a tool that brought this entire picture into one place, enabling the founder to see the company's financial standing without reconciling spreadsheets.
We trained the finance director on the system, allowing the team to answer new executive questions immediately without manual re-analysis.
Management Implementation: Operational Delegation & Decisive Meeting Focus
With unified data in front of everyone, meetings focused immediately on project execution and financial direction rather than debating whose spreadsheet was right.
Discussions became shorter and led to concrete decisions. The founder delegated daily operational details to the project team, intervening strategically only where necessary.
What Changed in Practice
Every engagement is different. Here, we share the business impact for this specific case
-50%
Time in Management Meetings
-90%
Reporting Latency Reduction
Reliable Financial Clarity
To honor the confidential nature of our engagements, client identities remain private.
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