eligeo | Process Architecture

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Turn a known problem into a build-ready plan

You already know the process is broken. Process Architecture designs how it should run, end to end, and hands your team a specification detailed enough to build from, sequenced so value lands in phases instead of a big-bang rebuild.

START HERE IF THIS SOUNDS FAMILIAR

You know it is broken.
Now you need a plan to build from.

Process Architecture is the design step. If you recognize even one of these, you are ready to stop improvising and put the redesign on paper.

You already know what is broken

A Process Audit, or hard experience, showed you where the work breaks. Now you need the fix designed.

Several teams must change together

It is not one workflow. The redesign has to span departments that hand off to each other.

You want a spec, not a pitch

You need a build-ready specification your team, or a partner, can actually build from.

Quoted for a build, with no blueprint

Someone offered to build it, but nobody has designed how it should run first.

Every team runs its own version

There is no single source of truth for how the process should work, so everyone improvises.

You need phases, not a big bang

A full rebuild at once is too risky. You want a sequenced plan that delivers value in stages.

Leadership wants ROI on paper first

Before funding a build, leadership wants the numbers and the plan in front of them.

You keep rebuilding the same thing

Without a design of record, the same workflow gets rebuilt again and again.

We speak your industry

We know how your process runs, and exactly where it breaks

Pick your industry. We will walk your process the way you actually run it, name where margin and time leak, and show what Process Architecture fixes first.

A project runs through a lot of hands, and the gaps between them are where margin goes. From the bid invitation to closeout, most of the friction is not the work itself. It is the office-to-field seam, where a number gets re-keyed from one system into another and an approval sits in an inbox while a work front waits.

The process, end to end

From bid to closeout, and every handoff in between

This is the flow most general contractors run. Read left to right, top to bottom. Click any stage to reveal where it breaks.

01Business Dev

Bid invitation and go / no-go

The invitation lands, documents get pulled, and someone decides whether to chase it.

Bid docs and prior takeoffs live in one estimator's folders. Nothing is searchable, and win/loss never feeds the next bid.

02Estimating

Estimating and takeoff

Quantity takeoff and pricing build the number you bid.

The bid number is re-keyed into the job budget by hand, so estimate and budget start as two different spreadsheets.

03Procurement

Buyout and procurement

Subcontractors and materials get contracted against the awarded scope.

Scope gaps between subs surface after award, when the fix is a change order instead of a clarification.

04Project Mgmt

Preconstruction

Schedule, permits, submittals and approvals get staged before mobilizing.

A submittal or approval sits in an inbox, and a work front stalls waiting on a signature nobody can see.

05Super · Foreman

Field execution

Daily logs, RFIs, change orders, safety and QC happen on the job.

A change order agreed in the field reaches finance weeks later, and a mis-routed RFI stalls a crew on site.

06Accounting

Progress billing

Pay applications and lien waivers go out against work in place.

The pay app waits on field data consolidated by hand, so the billing cycle drags and cash flow drags with it.

07PM · Field

Closeout and warranty

Punch list, warranties and as-builts wrap the job.

Closeout documents get rebuilt from scratch at handover, because nothing was captured cleanly along the way.

Your ERP is supposed to be the backbone. In practice the shop runs on the ERP plus email, paper travelers and the spreadsheets that fill every gap. What actually happened at the machine reaches planning and costing late, by hand, or not at all, and that is the gap between the data you collect and the data you can use.

The process, end to end

From RFQ to invoice, one re-typed number at a time

This is the flow most discrete and make-to-order shops run. Read left to right, top to bottom. Click any stage to reveal where it breaks.

01Sales · Est.

Quote / RFQ

A quote goes out, often needing engineering input just to price a make-to-order job.

The quoted scope never reaches the BOM intact, so what you sold and what you build drift apart from day one.

02Engineering

Engineering: BOM & routing

The bill of materials and the routing define the recipe and the steps.

A late BOM revision cascades into a bad schedule and bad parts, and the change is communicated verbally or by email.

03Planning

Planning and scheduling

MRP sequences the work and releases it to the floor.

The schedule is built on last week's actuals, so it is already wrong by the time it hits the floor.

04Purchasing

Procurement

Materials are bought against the plan.

Buying runs on a spreadsheet beside the ERP, so shortages and excess both show up as surprises.

05Operators

Shop-floor execution

Operators run the work orders and log machine time, labor and scrap.

Production actuals reach planning and costing late, on paper travelers or by re-keying, so nobody trusts the numbers.

06Quality

Quality and QA

Inspections and nonconformances are recorded against the job.

Quality records are kept manually, and an audit would reveal gaps the team did not know were there.

07Warehouse

Inventory and shipping

Stock is managed, shipments are staged and sent.

On-hand counts and the system disagree, so shipping chases parts that the screen says are there.

08Finance

Finance and invoicing

Jobs are costed and invoiced against actuals.

Job costing is approximate rather than real, because the actuals arrived by hand and days late.

Your economics turn on one thing: how cleanly a job moves from the person who takes the call, to the dispatcher, to the tech in the truck, to the back office that invoices it. When that chain is manual, the paperwork piles up on your best people, trucks roll twice, and you get paid late.

The process, end to end

From the first call to getting paid

This is the flow most field-service and trades shops run. Read left to right, top to bottom. Click any stage to reveal where it breaks.

01Call Center

Intake

An inbound request or lead comes in and becomes a job to schedule.

A vague or mis-captured request sends the wrong tech, or the right tech without the right parts.

02Dispatcher

Scheduling and dispatch

The dispatcher matches the tech, the skills and the parts to a time slot.

Phone-and-whiteboard dispatch cannot match cleanly, so you pay for overtime, windshield time and missed SLAs.

03Technician

Dispatch and travel

The tech is routed and travels to site.

Last-minute changes reach the tech by text or not at all, so the truck arrives with yesterday's information.

04Technician

On-site work

Diagnosis, service or repair, and the parts used on the job.

A first-time-fix miss means a second truck roll, the most expensive failure mode in the business.

05Technician

Data capture

Forms, photos, signatures, time and materials get recorded.

It is written once on site and re-typed later into invoicing and payroll, slow and error-prone.

06Back Office

Invoicing and payment

The job is invoiced and payment is collected.

Invoicing waits on paperwork coming back from the truck, so the cash-conversion cycle drags for days.

07Sales · Service

Follow-up and agreements

Maintenance agreements, recurring service and upsell.

Recurring work lives in someone's memory, so renewals and service agreements quietly lapse.

WHERE THE MARGIN LEAKS

The problem is not the tools.
It is the seam between them.

Disconnected systems and double data entry

Half of firms move data between apps by hand and a large share use spreadsheets to do it, so the same number is entered several times across several systems, multiplying error and rework.

Time lost hunting and fixing

Professionals spend roughly a third of their time on non-productive work, finding project information and correcting mistakes that came from poor data, before a single nail goes in.

The office-to-field disconnect

Field decisions are slow to reach the PM and finance, approvals sit stuck in email, and the jobsite and the office are never looking at the same picture at the same time.

Billing that waits on paperwork

Because pay applications depend on field data pulled together by hand, the billing cycle stretches, and the cost of that delay lands squarely on cash flow.

HOW IT WORKS

From a known problem to a plan your team can build

STEP 1

Target-state workshops

We map how the work should run with the people who run it, workflow by workflow.

STEP 2

Design and specify

We turn it into a future-state design, a build-ready spec, and a phased roadmap, with success criteria for each workflow.

STEP 3

Hand off a plan you can build

You get a blueprint your team or ours can build from, sequenced so value lands in phases, not a big-bang rebuild.

WHAT YOU ACTUALLY RECEIVE

A blueprint your team can build from

A concrete, build-ready design: the future state of every workflow, a specification detailed enough to build from, and a phased roadmap with success criteria.

PROCESS ARCHITECTURE DELIVERABLE

Build-Ready Specification & Roadmap

The workflow designed, specified, and sequenced, ready to build.

Workflow

designed end to end

Build-ready spec

detailed enough to build

Phased roadmap

value delivered in stages

Success criteria

defined per workflow

PHASED ROADMAP

Phase 1 · Foundation

The core workflow and a single source of truth everyone works from.

Phase 2 · Connect

Integrations and clean handoffs between the teams that touch the work.

Phase 3 · Automate

Automation and AI on the manual work, extended across processes.

WHAT IT IS

A build-ready redesign of how the work should run

We design the future state of every workflow in scope, specify it in enough detail to build from, and sequence it into a phased roadmap with success criteria. You leave with a blueprint, not a strategy deck.

Detailed future-state design, end to end
A build-ready specification your team can build from
A phased implementation roadmap
Success criteria defined per workflow
Transparent, multi-process scaling
A recommended build path and sequence

FIXED FEE

$4,000

+ $1,500 per workflow

Fixed scope, fixed fee. No time-and-materials.

100% credited to your build within 60 days.

THE NUMBERS

Why this is worth fixing first

49%

of firms still move data between systems by hand

JBKnowledge / Construction Dive

~35%

of the week lost finding info and fixing data errors

FMI Corporation

$1.8T

lost a year to bad data and miscommunication

FMI Corporation

<1%

of firms have AI fully embedded, amid disconnected tools

RICS 2025

Compare · three ways in

Process Audit, Process Architecture, or Platform Audit?

Three fixed-fee front doors, and each answers a different question. The fee is always credited back into your build within 60 days, so the first step is low risk either way.

Diagnostic

Where does one workflow break, and what would fixing it look like?

Process Audit →

Redesign

Turn a problem you already understand into a build-ready blueprint.

Process Architecture →

Platform health

What is really happening inside your monday.com account?

Platform Audit →

Best when

You suspect a workflow is leaking time or margin, but you are not sure where.

You already know what is broken and want the plan and spec to build it.

Your monday.com account grew organically and no one is governing it.

What you leave with

A diagnosis: current-state map, bottlenecks ranked by impact, measurable success criteria and a recommended next step.

A build-ready design: future-state of every workflow, a spec detailed enough to build from, and a phased roadmap (Foundation → Connect → Automate).

A visual map of your whole account, a one-page findings summary, a prioritized fix roadmap and baseline adoption scores.

Focus

How your work runs

How your work should run

The platform you already use

Platform

Platform-neutral

monday.com only

Scope

1 workflow · 1 department

One or more workflows

Your entire monday.com account

Your time

Approximately 3 hours

Approximately 6 hours

Minimal

Price

$2,500 fixed

$4,000 + $1,500 / extra workflow

$2,000 fixed

Fee credit

100% credited into your build within 60 days

100% credited forward within 60 days

PREFER WE REACH OUT?

Rather have us get in touch?

Not ready to book a time?

Tell us a little about your process and our team will reach out.

Completed your Process Architecture? Let's build it.

With the map and information in hand, Implementation configures, connects and automates it, on the right platform, with an outcome agreed up front.

Turn a known problem into a build-ready plan

You know it is broken. Now you need a plan to build from.

We know how your process runs, and exactly where it breaks

From bid to closeout, and every handoff in between

From RFQ to invoice, one re-typed number at a time

From the first call to getting paid

The problem is not the tools. It is the seam between them.

From a known problem to a plan your team can build

A blueprint your team can build from

Build-Ready Specification & Roadmap

A build-ready redesign of how the work should run

$4,000

Why this is worth fixing first

49%

~35%

$1.8T

<1%

Process Audit, Process Architecture, or Platform Audit?

Where is your process actually breaking?

Rather have us get in touch?

Completed your Process Architecture? Let's build it.

You know it is broken.
Now you need a plan to build from.

The problem is not the tools.
It is the seam between them.