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GENERAL CONTRACTING CLIENT STORY SD-WAN & Fiber Failover · HubSpot CRM · Power BI & Automation · Business Cell Plans

One resilient network for a contractor working across 14 states

Each location ran its own technology, with no backup when things went down. We connected every site on one network with built-in failover, unified customer data in HubSpot, and replaced reactive buying with a long-term roadmap.

Two contractors reviewing plans in front of cranes at sunset
THE RESULT 14 states connected on one centralized network
14States connected on one centralized network
SD-WANWith fiber failover for built-in redundancy
3HubSpot Hubs unifying sales, marketing and service
THE CLIENT

When crews work across 14 states, one outage can stall field teams and customer commitments.

Our client is a multi-state general contractor delivering electrical, plumbing, roofing and HVAC services across 14 states, with a distributed workforce and multiple locations. As it expanded, technology became a constraint instead of an enabler.

The challenges

  • Inconsistent infrastructure

    Each site operated independently, creating performance gaps and complexity.

  • Limited business continuity

    No redundancy, so outages could disrupt field teams and customer commitments.

  • Disconnected systems

    Sales, operations and service had no unified view of customers or performance.

  • Manual workflows

    Key processes needed manual steps, limiting scale.

  • Unoptimized vendor spend

    Services were bought reactively, often at non-competitive rates.

THE SOLUTIONS

What we did

Our advisors assessed the full technology environment and built a roadmap aligned to growth, resiliency and cost control.

Network modernization and resiliency

A point-to-multipoint SD-WAN connecting every location to a central data environment, with fiber-based failover for uptime and better performance, visibility and security.

Customer and operations platform

HubSpot CRM, Marketing and Service Hubs unified customer data across departments and improved pipeline visibility and service response.

Process automation and business intelligence

SharePoint, Power BI and Power Automate reduced manual work, improved reporting accuracy and gave leaders real-time insight.

Mobility optimization

A re-architected mobility plan for field teams with better coverage, reliability and plans matched to actual usage.

THE RESULTS

What changed

  • Revenue enablementMore visibility into the sales pipeline, faster response to customers and better field-office coordination.
  • Risk reductionMuch better uptime with network redundancy, stronger security and fewer disruptions across locations.
  • Cost optimizationMeaningful savings from an unbiased review of every provider and agreement, matched to the right provider at competitive terms.
  • A long-term roadmapReactive, one-off technology decisions replaced with a plan for growth. Overall, the program consistently cost less than the client buying direct.
KEY TAKEAWAY

We turned a fragmented technology environment into a standardized, resilient and scalable platform, so the contractor can grow confidently while keeping cost and risk under control.

RESULTS ARE THE PROOF. RELATIONSHIPS ARE THE REASON.

Is technology slowing your growth?

Let’s build a resilient, scalable technology foundation that keeps your field teams and offices connected.