Construction Workflow Automation with Autodesk Forma

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Introduction

More companies are turning to digital construction platforms. Project owners and EPCs want real-time insights and better teamwork with clear, trackable workflows. Strong project control and governance are now essential for large projects. At CCTech, we cater to the needs of AEC companies using Autodesk Forma. It transitions their construction workflows to the cloud and automates tasks like RFIs, submittals, approvals, and document reviews. Automation of workflows assists teams in staying organized, minimizing delays, and having consistent workflows as the project becomes more sophisticated and engages more participants.

Key Challenges

Maintaining records of RFIs, submittals, and approvals is difficult and causes delay

Stakeholders receive unstructured communication, causing misinterpretation

Team face challenges in identifying bottlenecks and analyzing workflow status

Process inconsistency occurs projects and teams

No clarity on accountability and audit trails

Our Approach

CCTech develops and customizes automated workflows to align with your project delivery practices. Through the Autodesk Forma, we configure role-based workflows. We review ongoing workflows to spot delays and communication issues. Using real-time insights, we modify workflows to eliminate unnecessary steps and streamline handoffs. Our solution also provides detailed reports, including checkpoint validation, real-time progress tracking, and suggestions for process improvements. The main features of our solution are automated routing, real-time tracking, an escalation mechanism, and easy scalability for your projects.

What We Deliver

Automated RFIs, submittals, approvals, and document reviews

Role-based routing and approval structures

Automated notifications, backed by an escalation mechanism

Standardized templates to maintain consistency and repeatability of workflow

Ability to integrate with project management and ERP systems.

Dashboards provide a clear view of bottlenecks and workflow performance

Example Use Case

CCTech automated RFIs and approval processes for a large infrastructure project using Autodesk Forma. This boosted the response time, accountability, and transparency among stakeholders. Our process of workflow standardization and automated notifications reduced the use of manual coordination, follow-ups, and projects. The visibility of the real-time workflow enabled project teams to make proactive decisions and solve issues in real time.

Business Impact

Why CCTech

Frequently Asked Questions

Common AEC

How long does this service take (approximately)?

The implementation time varies by project size and can take 4-12 weeks, including discovery, configuration, and rollout.

What is its cost structure?

It is carried out in stages, and the scope, workflow integrations, and customizations define the cost.

Can it be incorporated into our existing systems?

Yes, it is compatible with ERP, CRM, scheduling apps, and Power BI.

Is the solution scalable?

Yes, scalability is maintained by standardizing workflows across different projects and programs.

Do you provide end-to-end project support?

Yes. We support from onboarding to go-live.

Service Specific

Do you only configure workflows or redesign the whole process?

CCTech breaks down and organizes the workflows before implementation.

Do workflows get customized according to business requirements?

Yes, workflows are customized to meet project and stakeholder requirements.

How does your solution improve project schedules?

The magic behind project schedules is automation. It reduces the time for approval and communication.

How do you ensure adoption of solutions?

We use structured onboarding and clearly defined roles to make adoption easy.

Is this inter-projectable?

Yes. Templates enable scalability and reuse.

Ready to standardize construction workflows and visualize your project performance?