ProBusinessOps AI
Built for Denver Equipment Company  ·  Charlotte, NC  ·  May 2026
A proposal · Your projects, your people, one view

The DEC Engine.

Every project, every phase, on one screen. Quote-to-drawing mismatches caught before they ship. Mike's Friday list, lifted into a system the whole team sees. Same Page replaced before it sunsets. One system. Built around how DEC already works.

#DEC-2526 · DRAFTING · DAY 9 Mismatch
Westminster Cafeteria
Westminster Schools · Charlotte, NC
⚠ Caught before install
Drawing 7 doesn't match quote line 14.
Walk-in spec: 8×10 on quote, 8×12 on drawing. ~$5,400 exposure if it reached production.
$84.2KQuote
12/14Drawings
Jun 18Install
Melissa flagged 2h ago  ·  Evan on panel layouts
7:42 AM ● ● ●
Friday review  ·  Mike
Monday's priorities.
Westminster — push install 1 day
Sub bid out · Melissa following
FedEx Memphis — installer photos
Joshua + Willie on site
Food Lion HQ — final drawings out
Al + Reed reviewing
RJR Cafeteria — PO to vendor
Tiffany clearing terms
Approve week
240
Projects, one view
$5–6K
Saved per caught mismatch
20
People on the same page
2 min
Mike's Friday review
The honest starting point

You told me where the blind spots are.

These came straight from the kickoff call on May 6. Not generalizations — the gap between where DEC is today and where Michelle, Mike, and Tiffany each said you want it to be.

"Nothing tells you 56 quoted, 45 in install. We don't have visibility across phases — every one of us holds a piece of it."

— Michelle, on the call

"Mike has built the way DEC runs. The playbook is in his head — and the team relies on that. The question is how to get it on paper while he's here to shape how it's written."

— framing surfaced on the kickoff

"When a quote doesn't match a drawing, it's five, six grand. I should have caught it. That's the one I think about."

— Melissa, on the call
How it runs · A typical week at DEC

One source, every phase, one approval.

Built around the cadence the team already runs. Quotes feed drawings. Drawings feed orders. Orders feed install. Mike's Sunday review becomes a phone tap instead of a Word doc. Everyone — drafters, purchasing, installers, accounting — sees the same project record.

01
Friday afternoon · Mike's review
Mike sets next week on his phone.
Pipeline by phase. Days stuck. What's blocked. The system already pulled it from Inform, Same Page, and the drawings folder. Two minutes. The Word doc Mike's written every Sunday becomes a swipe-and-approve list — same judgment calls, less of his weekend.
02
Monday, 7am
The week goes out.
Mike's approved priorities push to the whole team. Melissa, Troy, Greg, Dom — same view, same priorities. No "what did Mike want me to do today?" No translation lost between Mike's notebook and the team's Monday.
03
Wednesday · drafting
Drawing meets quote — before the truck.
Evan saves a new drawing under the project. The system pulls the matching quote and runs a three-way diff against the sales order. If specs don't match — walk-in size, voltage, model number — Melissa sees a flag the same day. Not at install. The Westminster save.
04
Continuous · the field
Installers capture on phones.
Joshua snaps a photo at FedEx Memphis. Voice note: "panel cracked on the compressor, serial 4471880." Auto-logged to the project, transcribed, routed to Dom. No "you'll never guess what happened on site." The record updates itself.
05
Friday afternoon · Tiffany's view
Pipeline turns into dollars.
Quoted but not won. Won but not shipped. Shipped but not invoiced. Cash positions out 30 / 60 / 90 days. Built from the same data Tiffany already trusts in Inform — she's not learning a new tool, she's seeing a different cut of the data she already owns.
06
Every project · always
One record, end to end.
Quote → drawing → order → install → invoice — every artifact, every voice note, every photo, every change order — tied to one project. When Mike isn't at a site visit, the record is. When Mark's old drawings get referenced — they're already indexed, not buried under his initials.
07
End of 2026
Same Page sunsets. You don't notice.
By the time Same Page goes dark, the team has already moved off it. Calendar, project chat, document storage, scheduling — all already living in the Engine for months. The migration deadline becomes a non-event because the migration already happened.
What Mike checks on his phone

Know what's moving before someone asks.

Every quote, every drawing, every install, every dollar — feeds back into one view. Below is what a typical Tuesday morning looks like for Mike. Not a screenshot of someone else's product — what gets built for DEC.

DEC Engine — Overview
May 19, 2026 · 7:42 AM
Active projects
34
↑ 2 this week
Quoted · last 90d
198
12 awaiting decision
Mismatches caught
4
$19,200 saved · MTD
Avg days stuck
6.2
↓ from 9.4 baseline

Pipeline value · by phase

Quoted
$4.8M
Drafting
$1.2M
Production
$890K
Install scheduled
$640K
Invoicing
$430K

Recent activity

Mismatch flagged on Westminster Cafeteria. Walk-in dimensions off by 2 ft. Routed to Melissa.
Voice note from Joshua at FedEx Memphis. Panel damage. Photo + serial captured.
Pines deposit received. Drafting kicked off for Al.
Mike approved Monday list. 4 priorities, 2 pushed.
The honest rollout

Full Engine running in ~60 days.

Anyone telling you the dashboard goes live next week is selling vapor. Database work first, because nothing else stands without it. Same Page exports first, mismatch detection second, forecast last — in that order, on purpose.

Phase 00 · Foundation

One source of truth, mapped.

Days 1 — 14
  • Same Page audit — export every active and quoted project, map every record
  • Inform / Advantage data layout — confirm API entitlements or stand up CSV bridge
  • Project taxonomy locked — phases, statuses, mismatch rules, days-stuck thresholds
  • Branding, voice, and sample data — Westminster, RJR, Food Lion as test cases
Phase 01 · Pipeline live

All 240 projects, one view.

Days 15 — 30
  • Every active and quoted project visible on the dashboard
  • Phase-by-phase pipeline — Mike's Friday list replaced
  • 20 staff onboarded to the same Monday view
  • Field-installer phone capture wired in (photos, voice, GPS auto-tag)
Phase 02 · Mismatch detection

The $5–6K save, automated.

Days 31 — 45
  • Quote ↔ drawing ↔ order three-way diff live
  • Alerts route to Melissa same-day, not at install
  • First saves logged and measured against baseline
  • Change-order audit trail attaches to every project record
Phase 03 · Forecast + playbook

Tiffany's view. The Mike playbook.

Days 46 — 60
  • Tiffany's pipeline forecast — quoted / won / shipped / invoiced cuts
  • Mike's playbook captured as pipeline rules — his methods, on paper, with his name on them
  • Same Page deprecated internally — the team is already off it
  • Full Engine running. The 2026 sunset becomes a non-event.
Three ways to engage

Pick the path that fits this engagement.

Three options at different levels of involvement. Option A covers the Same Page gap with tools DEC already owns. Option B builds the full Engine. Option C brings Jason inside the building for six months — as your operator, not just your developer. Each one stands on its own.

Option A · Same Page replacement

A shared calendar, nothing more.

$4,500
one-time setup · $500/mo ongoing

Microsoft Teams + a shared calendar on top of your existing M365 licenses. Gets the team off Same Page before it sunsets. This is the floor — not the Engine. No custom dashboard, no integrations, no mismatch detection. A simpler tool, simply.

  • Shared calendar replaces Same Page calendar
  • Team chat replaces Same Page chat
  • Document storage replaces Same Page files
  • Mike's Friday list lives in Teams (manual updates)
  • No project pipeline view
  • No quote / drawing / order auto-diff
  • No Inform / Advantage integration
  • Setup, training, and 30-day support
  • Cancel any time

Best if: you only need Same Page replaced and you're willing to keep doing the project-visibility work the same way you do it today.

Option B · Custom-built

The DEC Engine. Built around you.

$24,500
one-time build · $4,500 adoption · $1,650/mo retainer · ~$150/mo infra (passthrough)

A built-for-DEC dashboard that connects to Inform/Advantage, runs three-way mismatch detection on every drawing save, and captures the operational playbook Mike has built — encoded as pipeline rules the whole team can run from. Infrastructure runs on DEC-owned Azure/Supabase accounts — passthrough cost, not marked up. Adoption is on me; you focus on the work.

  • Everything in Phases 0 → 3 above
  • Custom three-way mismatch detection (quote ↔ drawing ↔ order)
  • Inform / Advantage integration (sales orders, costs, invoices)
  • Tiffany's forecast view — built from her data, her categories
  • Field-installer phone capture (voice → project record, auto-transcribed)
  • The Mike Poole playbook — his methods, written down and encoded as the system's defaults
  • Adoption support: trainings, 1:1s with Mike, 30-day post-launch coverage
  • One on-site working day per week at DEC during the ~8-week build phase; otherwise remote
  • Infrastructure on DEC-owned Azure/Supabase accounts (~$150/mo passthrough, not marked up)
  • DEC owns the cloud accounts, the data, and the vendor relationships from day one
  • Monthly tuning by me, on me, no extra fee
  • No long-term contract — cancel any time

Best if: you want the $5–6K mismatch ROI baked in, you want the operational playbook Mike built captured in a form the next generation can run from, and you want one system that beats Same Page from day one. Year 1 total: ~$50,600. Year 2 run-rate: ~$21,600.

Full Engagement
Option C · Build + Embedded COO

Embedded operator. Six months.

$15K/mo
6-month commitment · $90,000 COO fee
+ $20,800 build (one-time, 15% bundle discount)
+ ~$150/mo infrastructure (passthrough)
$111,700 engagement window total

Jason inside your building for six months — averaging 2–3 days per week on-site at Charlotte, scheduled weekly with Michelle to match what's actually happening that week. Remote the rest of the week. Building the system alongside the team, not handing over software from outside. The build is priced separately and discounted 15% because regular on-site presence cuts communication overhead. The $15K/mo covers operational leadership: running the meetings, documenting the Mike Poole playbook on Mike's terms, and developing Troy and Greg into the next generation of project managers. Adoption fee is waived; adoption IS the COO role.

See the full six-month plan
  • Everything in Option B — full DEC Engine build, integrations, mismatch detection
  • Weekly all-hands Monday meeting — Jason facilitates, every week, all 20 people
  • Weekly Mike playbook session — 20 min Fridays, capturing his calls on the week's projects in his own words
  • Bi-weekly pipeline review with Michelle + Tiffany
  • Monthly financial forecast cadence — Tiffany's cash positioned 30/60/90 days out
  • Quote → drawing → order sign-off checklist installed from day one
  • Troy + Greg running solo projects by month 4
  • Top-20 customer playbook — Mike's read on each account, documented with him for whoever inherits the relationship
  • Infrastructure on DEC-owned Azure/Supabase accounts (passthrough, not marked up)
  • Month 6: Jason exits. DEC owns the system. Mike chooses how involved he stays — full pace, lighter touch, or anything in between.
  • Month 7+: ongoing maintenance moves to the standard $1,650/mo retainer (same as Option B)

Best if: You want Mike's runway handled, operational discipline installed, and every tool actually adopted — with one person accountable for all of it, not a handoff document. Year 1 total: $122,500. Year 2 run-rate: $21,600.

Cards on the table

My dad worked at DEC for 25 years. His drawings are still in your files — Al mentioned still pulling them. I'm not coming back to DEC because of that. I'm coming back because Michelle's "nothing tells you 56 quoted, 45 in install" is exactly the kind of problem this product was built for. The family piece is the part that means something to me — it isn't supposed to mean anything to the proposal. The work has to earn the trust on its own.

Let's lock the start date.

Pick an option, send a text or email, and we'll set the kickoff for the first week of June. Same Page sunset isn't going to wait, and the savings start the first time we catch a mismatch.

Call Jason · 704.533.1763