A plan for Nicoll Industries, built from our conversation on 15 September.
Commercial plumbing since 2004, with a lean office team: Lucas, Kate, Dan and two project managers. AI is already in use for contracts and case law, one chat at a time. The goal is to take on more work and cut the menial tasks.
The opportunity is not another subscription. It is the whole path work takes through the business.
Our read from the conversation. The Audit tests it, and finds where the time really goes.
Every scope of work read against the tender offer, clause by clause, by you.
LucasTakeoffs and rates run through CavSoft by one subcontract estimator.
EstimatorSupplier quotes compared one by one in a spreadsheet built for each job.
PMsITPs, toolbox talks and handover manuals assembled from scratch each time.
PMsXero reports sit behind full access, so the numbers wait on you.
Lucas · DanThe same details keyed again between email, Excel and Xero.
Kate · AdminWhen you rang back you were striking through a scope of work against your tender offer, line by line. That exact comparison is work AI does well today, and it is the first workflow we would scope.
The system reads both documents and flags every clause where the scope says you will and your offer says you won't.
Two AI models review the contract independently. Where they disagree, a third weighs in. You see the full picture, not one chat's opinion.
AI prepares the review and shows its reasoning against the clauses. Nothing is accepted, signed or sent without you.
Scoped in the Audit against your actual contracts and templates. The same pattern extends to the nasty letters, demands and case-law checks you already run through ChatGPT by hand.
You told us what matters: the business's IP stays with you. We build the system so each person sees exactly what you decide they see.
Dan gets the reports he needs from Xero without holding the Xero login. You set the boundary; the system enforces it.
Works operates on logins you grant, in the tools you already run: Xero, CavSoft, Excel. We do not copy your data into our own systems.
Claude, ChatGPT or both. The architecture is set up to work with any model, so you are never locked to one subscription.
You approve what each person's AI can access before it is switched on. We train an internal owner to run the system after handover.
Four connected layers turn scattered AI use into infrastructure your team owns.
Where AI sits, what it can access, and how it connects to the business.
The foundationThe knowledge AI needs before anyone asks it to do the work.
Source of truthLiving company knowledge that stays current as the team works.
Stays aliveThe repeatable workflows that return time to the team.
Runs on topChosen last. The value sits in the system, not the software logo.
DownstreamMap the work, rank the opportunities and build the 90-day plan.
Set up the system, deliver the workflows and train an internal owner.
Build a custom solution only when a workflow needs one.
Keep the workflows and company knowledge current after handover.
One sequence. One install. Your team owns it.
The Audit is a low-risk first step. You keep the workflow maps and the plan, whether or not Works delivers the next phase.
A Works operator joins your team for 90 days, inside the systems you already use.
Each workflow is tested on real work by the people who will own it after handover.
A boutique homebuilder wanted to grow without adding headcount. The Audit unlocked the capacity already inside the business.
A growing, design-led business with strong demand and a lean team.
Repeatable work across proposals, design administration and quality assurance was constraining capacity.
Nine workflows mapped. The client approved the 90-day sprint and moved into implementation.
The Audit determines the implementation scope.
The Audit confirms the Embed price before you commit.
We spend one day on site with your team. The diagnostic and ranked 90-day plan arrive within weeks, not months.
Nicoll keeps the diagnostic, workflow maps and roadmap whether or not Works delivers the next phase.
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