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Back to Case Studies

Engineering & Construction Firm: AI Readiness Assessment & Strategic Data Roadmap Case Study

A leading engineering and construction firm with north of a billion in revenue engaged RubinBrown to conduct an AI Readiness and Data Maturity Assessment.

Engineering & Construction Firm: AI Readiness Assessment & Strategic Data Roadmap Case Study

A leading engineering and construction firm with north of a billion in revenue engaged RubinBrown to conduct an AI Readiness and Data Maturity Assessment.

Key Takeaways:

  • AI-Driven Efficiency: RubinBrown conducted an enterprise-wide AI readiness and data maturity assessment to identify opportunities for automation, predictive analytics, and improved operational control.
  • Data-First Transformation: Delivered a strategic roadmap aligning AI strategy, ERP modernization, and governance to enable scalable, data-driven decision-making.
  • Operational Impact: Improved visibility, quality, and safety performance while establishing digital frameworks for continuous improvement.
  • Strategic Confidence: Empowered leadership to align board-level investment decisions with AI innovation and long-term growth objectives.

Client:

A leading engineering and construction firm with north of a billion in revenue engaged RubinBrown to conduct an AI Readiness and Data Maturity Assessment. The goal was to define how AI and advanced analytics could enhance operational efficiency, improve quality and safety outcomes, and create a foundation for data-driven decision-making and ERP modernization.

The client sought to transition from traditional project management models to a digitally enabled, insight-driven enterprise, where data fuels smarter, faster, and more accurate business decisions across engineering, construction, and corporate functions.

Challenge:

Despite its scale and strong market reputation, the firm’s leadership recognized that its data and technology ecosystem could not yet support modern, predictive, or automated operations. Legacy platforms, manual workflows, and decentralized information limited the ability to deliver real-time reporting, AI-driven analytics, and cross-functional visibility, particularly in tracking backlog status, percentage of completion, and revenue recognition accuracy.

The organization needed to:

  • Modernize legacy ERP and project management systems
  • Improve integration between field operations, finance, and engineering
  • Standardize data for quality, safety, and compliance reporting
  • Define a roadmap to scale AI and automation capabilities across the enterprise

Two high-impact AI use cases were prioritized early:

  1. Automating invoicing and document processing to reduce cycle times and improve data accuracy.
  2. Enhancing remote usability and anomaly detection in time entry and resource tracking for predictive and preventive action.

Approach:

RubinBrown applied its ASPIRE™ AI Readiness Framework, blending ERP transformation expertise, AI strategy, and data governance to establish a sustainable model for AI adoption and intelligent operations.

Key Actions:

  • Data Maturity Assessment: Evaluated current-state systems, data quality, and process integration across key value streams: Bid-to-Award, Award-to-Cash, Procure-to-Pay, and Hire-to-Retire.
  • Process Mapping: Documented inefficiencies and data handoffs to identify automation and AI opportunities.
  • AI Use Case Design: Outlined predictive analytics and automation opportunities in billing, over and under billings management, resource forecasting, and document control to improve financial accuracy and forecasting.
  • Governance Framework: Developed policies for data ownership, risk management, and responsible AI use.
  • Strategic Roadmap: Delivered a multi-phase plan aligning technology investment, ERP readiness, and AI integration with the company’s long-term business objectives.

Results:

  • Defined a Scalable AI Roadmap: Established a clear framework for modernizing data infrastructure and ERP platforms to support AI-enabled operations.
  • Improved Process Efficiency: Identified automation opportunities across finance, project controls, and HR that improved visibility into percentage of completion reporting, billing accuracy, and backlog forecasting.
  • Enhanced Governance and Data Quality: Created a single source of truth for enterprise reporting, ensuring consistency and compliance across the business.
  • Board-Level Strategic Alignment: Leadership leveraged RubinBrown’s roadmap to gain executive buy-in for their next phase of digital transformation and AI investment.

The successful assessment and roadmap positioned the firm to pursue AI and ERP modernization with confidence transforming the company from a reactive operational model to a proactive, intelligence-driven organization.

Why This Matters:

RubinBrown empowers engineering and construction firms to accelerate transformation by integrating AI readiness, ERP modernization, and data strategy delivering measurable performance improvement and sustainable growth.

RubinBrown’s AI-Enabled Transformation Approach

  • Unify legacy systems into intelligent, data-driven platforms
  • Embed AI and analytics into operational decision-making
  • Strengthen data governance and regulatory compliance
  • Enable scalable ERP modernization and automation
  • Deliver measurable ROI and sustainable digital growth

RubinBrown’s consultants combine deep ERP expertise with AI-enabled data strategy to help organizations modernize operations, reduce risk, and accelerate intelligent growth.

Contact Us

If you’d like to learn more about this case study or explore how RubinBrown can help your organization achieve similar results, please contact us. Our team would be glad to discuss insights, strategies, and solutions tailored to your needs.

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