From Data Chaos to Competitive Advantage
The Challenge We're Solving
Today, answering a simple question like "What's our total exposure to ExxonMobil across all contracts, projects, equipment, and pending quotes?" requires querying 12+ systems, 3 days of manual reconciliation, and still produces conflicting answers.
This fragmentation costs $50M+ annually in missed opportunities, pricing leakage, and operational inefficiency. Our 18K customers wait 24-48 hours for contracts. Our 5,000+ foremen juggle 10-12 systems. Our 250+ sales reps navigate 8-10 tools daily instead of winning deals.
The 2028 vision changes everything. When complete, that ExxonMobil question will be answered in seconds — by asking an AI copilot in plain English.
This fragmentation costs $50M+ annually in missed opportunities, pricing leakage, and operational inefficiency. Our 18K customers wait 24-48 hours for contracts. Our 5,000+ foremen juggle 10-12 systems. Our 250+ sales reps navigate 8-10 tools daily instead of winning deals.
The 2028 vision changes everything. When complete, that ExxonMobil question will be answered in seconds — by asking an AI copilot in plain English.
Amplify
Strategy Execution Platform
Market Model
$6.7B TAM Intelligence
Conga CLM
Contract Lifecycle AI
PIM
15K+ SKUs Unified
14 360 Views
Semantic Intelligence Layer
FieldTrax
5K+ Foremen Enabled
The Well-Oiled Financial Engine
A cash-generating machine that makes BrandSafway the most desirable PE portfolio company
📈 Revenue Engine
Pricing Capture (CLM)
+$50M
Change Order Recovery
+$35M
Cross-Sell Uplift
+$40M
Market Share Gain
+$55M
Total Revenue Lift
+$180M
📉 Cost Engine
System Consolidation
-$15M
Process Automation
-$25M
Procurement Savings
-$18M
Fleet Optimization
-$12M
Total Cost Reduction
-$70M
EBITDA Impact
+$250M
Annual Run Rate
38%
Target EBITDA Margin
12x
Investment ROI
⚡ Cash Generation
DSO Improvement
-15 days
Working Capital Release
+$85M
Invoice Accuracy
99.5%
Collection Rate
97%
📊 PE Value Creation
Multiple Expansion
+2.5x
Exit Readiness
IPO/Strategic
Recurring Revenue Mix
45%+
Digital Premium
Unlocked
$180M
Revenue Capture
$70M
Cost Reduction
$85M
Working Capital
38%
EBITDA Margin
12x
Investment ROI
#1
Industry Position
"The transformation isn't just about technology — it's about enabling 18K customers to get faster service, 5,000+ foremen to spend time on work instead of paperwork, and 250+ sales reps to focus on winning deals instead of navigating systems."
Sales Funnel & Market Intelligence
From $6.7B TAM to prioritized daily actions for every sales rep
Top of Funnel to Conversion
The AI-Powered Sales Engine
Total Addressable Market
All scaffold & industrial services in served markets
$6.7B
Industrial 63% | Commercial 21% | Infrastructure 16%
Serviceable Addressable Market
Within branch reach + capability match
$4.2B
340 branches × service radius
▼
Qualified Pipeline
Active opportunities scored by AI
$1.8B
TIV × Win Rate ranked
▼
Captured Revenue
Won contracts to execution
$4.1B
Current annual revenue
AI Enhancement at Every Stage
🧠
AI Prioritization
Every morning, reps get top 5 pursuits ranked by TIV × Win Probability.
"DigitalBridge Data Center $2.4M, 48% WR"
📊
Whitespace Detection
AI identifies $2.8B in untapped opportunities with capability but no presence.
"Gulf: $340M LNG, contract expires Q2"
⚡
Win Rate Optimization
AI analyzes historical wins/losses to improve probability on pursuits.
"Safety case study = +23% win rate"
15% → 88%
Market Visibility
$2.8B
Whitespace Found
+23%
Win Rate Lift
Top 5
Daily AI Priorities
Role-Based Intelligence
Same Data, Different Lens
How each role sees the $6.7B TAM opportunity
How Each Persona Works in 2028
When AI agents, unified data, and intelligent automation become the new normal — every role is transformed.
👔
CEO & Board
Strategic Leadership | Board Preparation | PE Reporting
$6.7B
TAM Visibility
93.2%
Plan Achievement
❌ Today's Reality
- 📊 Board packs take 2-3 weeks to prepare manually
- 🔍 No real-time view of 198+ transformation initiatives
- 📈 Strategy-to-execution gap unmeasurable
- 💰 $6.7B TAM opportunity scattered across spreadsheets
- ⏰ PE partners ask questions we can't answer quickly
✅ 2028 Vision Realized
- 🤖 AI generates Board packs in 6 minutes from Amplify + Finance 360
- 📊 Amplify tracks every initiative with CPI 1.07 average
- 🎯 Benefits mapping shows $4.1B realized value to strategic goals
- 🗣️ "Show Gulf LNG exposure" — answered in seconds
- 📱 Enterprise 360 command center on any device
💰 Financial Impact for Executive Function
$1.8B
Strategic Growth Opportunities ID'd
3-5x
Faster Strategic Decisions
20%+
Win Rate Lift from Focus
$5M+
Annual Reporting Savings
💼
CFO & Finance Team
150+ FP&A & Accounting | PE Metrics | Budget Management
14-16
Systems Today
$5-8M
Manual Work Cost
❌ Today's Reality
- 💻 14-16 systems for financial data aggregation
- 📊 $5-8M annual cost in manual data manipulation
- ⏰ Month-end close delayed by reconciliation
- ❓ Variance explanations require archaeology
- 📉 Cash flow forecasting is spreadsheet-based
✅ 2028 Vision Realized
- 🔄 Finance 360 unifies all financial data in Snowflake
- 🤖 AI auto-reconciles and explains variances in plain English
- 📈 Real-time margin visibility by job, branch, region
- 💰 AI predicts cash flow 90 days out with 95% confidence
- 🚨 Anomaly detection catches issues before they compound
💰 Financial Impact for Finance Function
$5-8M
Manual Work Eliminated
75%
Faster Month-End Close
+11.5pts
CPG Margin Visibility
$10M+
Audit Exposure Reduced
🎯
Outside Sales Rep
250+ OSRs | Lead Conversion | Quote Generation | RFP Response
8-10
Systems Daily
$500K
Productivity Gap
❌ Today's Reality
- 💻 8-10 systems daily — Salesforce, J&E, Profield, BAS...
- 📝 Manual quote generation takes hours, requires engineering
- 📄 RFP responses assembled from scratch each time
- 🔍 No market intelligence — reactive pursuit based on alerts
- 👤 Customer 360 doesn't exist — relationship history fragmented
✅ 2028 Vision Realized
- 📱 Single mobile app with Customer 360 + Market Model
- 🤖 AI generates quotes in minutes from job requirements + PIM
- 📄 RFP AI drafts responses using historical wins + case studies
- 🎯 AI prioritizes deals: "Data Center $2.4M, 48% WR — call today"
- 💡 Before every call: AI briefing on customer history, open contracts
💰 Financial Impact for Sales Reps
+$500K
Per Rep Annual Revenue
40-50%
Win Rate Lift
3-5x
Pursuit Efficiency
-60%
Quote Time
👷
Foreman
5,000+ Field Foremen | Time Tracking | Job Execution | Crew Management
10-12
Systems Today
438K hrs
Misreported (1%)
❌ Today's Reality
- 💻 10-12 systems to navigate daily
- 📝 Paper-based timesheets creating 1% error rate (438K hrs)
- ⏰ Hours spent on paperwork instead of supervision
- 📊 No real-time visibility into job progress vs. bid
- 🔧 Equipment availability unknown until day-of
✅ 2028 Vision Realized
- 📱 FieldTrax — single mobile app for everything
- 🤖 AI validates time entries against job patterns — 95%+ accuracy
- 🗣️ Voice-first: "Log 8 hours for crew on WBS 4.2" — done
- 📊 Real-time earned value: Bid vs. Actual at fingertips
- ⚠️ Safety AI: Proactive risk alerts based on conditions
💰 Financial Impact for Field Operations
-15-30%
Time Errors Reduced
$8-12M
Time Leakage Recovered
-50%
Paperwork Time
+25%
Supervision Time
📋
Project Manager
Job Lifecycle Intelligence | WBS | Earned Value | Change Orders
87/100
AI Health Score
CPI 1.02
Cost Performance
💰 Financial Impact for Project Management
+5%
Margin Recovery
100%
Change Order Capture
Real-Time
Earned Value
+$35M
Revenue Protected
🔧
Field Technician / Crew Lead
Connected Workforce | Mobile-First | Voice-Enabled | Real-Time
100%
Time Accuracy
-70%
Paperwork
💰 Financial Impact for Field Operations
100%
Time Accuracy
-70%
Paperwork Time
Same Day
Billing Cycle
+$12M
Time Leakage Saved
HOW It Actually Works
Concrete workflows showing exactly how each capability transforms operations
🔄
HOW: Quote-to-Cash in 2028
From customer inquiry to payment — fully integrated
Step 1: Opportunity
Customer 360 + Market Intel
• AI detects new refinery project in Dodge
• Matches to customer relationships
• Scores opportunity: $2.4M, 78% WR
• Auto-assigns to regional sales
• Matches to customer relationships
• Scores opportunity: $2.4M, 78% WR
• Auto-assigns to regional sales
Step 2: Configure
PIM + Product 360
• Rep selects "Refinery Turnaround" template
• PIM auto-populates: 847 components
• BOM validated against specs
• Pricing rules applied: $2.1M base
• PIM auto-populates: 847 components
• BOM validated against specs
• Pricing rules applied: $2.1M base
Step 3: Contract
CLM + Contract 360
• Conga generates contract from template
• AI clause library inserts standard terms
• Risk score: 23 (low)
• Auto-adds 3.5% annual escalation
• AI clause library inserts standard terms
• Risk score: 23 (low)
• Auto-adds 3.5% annual escalation
Step 4: Execute
Project 360 + FieldTrax
• WBS auto-generated from SOW
• Employee 360 assigns certified crews
• Fleet 360 reserves equipment
• FieldTrax tracks time/progress daily
• Employee 360 assigns certified crews
• Fleet 360 reserves equipment
• FieldTrax tracks time/progress daily
Step 5: Collect
Finance 360 + AR
• Milestones trigger auto-invoicing
• Change orders priced in real-time
• AI predicts collection: Day 32
• Cash posted to Enterprise 360
• Change orders priced in real-time
• AI predicts collection: Day 32
• Cash posted to Enterprise 360
❌ TODAY
Quote takes 3-5 days, 12 handoffs, 4 systems, $15K admin cost per deal
✅ 2028
Quote in 2 hours, 2 handoffs, 1 integrated flow, $500 admin cost
🔗
HOW: The 360 Views Connect
Question: "What's our total exposure to ExxonMobil and should we extend their credit?"
CUSTOMER 360
• 12-year relationship
• $145M lifetime revenue
• 3 active contacts
• Health score: 87/100
• $145M lifetime revenue
• 3 active contacts
• Health score: 87/100
CONTRACT 360
• 8 active contracts
• $42M total value
• 2 renewals in 90 days
• Risk score: 18 (low)
• $42M total value
• 2 renewals in 90 days
• Risk score: 18 (low)
PROJECT 360
• 5 active projects
• $18M in progress
• Avg margin: 34%
• On-time: 92%
• $18M in progress
• Avg margin: 34%
• On-time: 92%
ASSET 360
• $2.1M equipment on-site
• 847 scaffold units
• Utilization: 78%
• No damage claims
• 847 scaffold units
• Utilization: 78%
• No damage claims
FINANCE 360
• AR balance: $3.2M
• Avg pay: 38 days
• Never late >60 days
• Credit limit: $5M
• Avg pay: 38 days
• Never late >60 days
• Credit limit: $5M
🤖 AI RECOMMENDATION
APPROVE credit extension to $8M. Low risk, strong history, strategic account.
Flag: 2 renewals need attention.
Time to answer:
3 seconds
(vs 3 days today querying 12 systems)
Use Case Journey
📄 Receiving & Responding to an RFP
Major petrochemical facility turnaround — $4.2M opportunity
5 days → 4 hours
Response Time Reduction
❌ TODAY: The 5-Day Scramble
Day 1-2
RFP arrives → Sales scrambles to find historical pricing across 4 systems
Day 2-3
Engineering manually specs equipment → Searches PIM/catalogs for 200+ SKUs
Day 3-4
PM creates WBS manually → Estimates labor hours from similar (but unfound) projects
Day 4-5
Legal reviews contract manually → Response compiled in Word → Submitted at deadline
RESULT
Margin guessed at 18% • Win rate 23%
→
✅ 2028: The 4-Hour Response
Hour 1
RFP ingested by AI → Extracts requirements → Matches 3 similar wins from Contract 360
Hour 2
AI auto-generates BOM from PIM → Optimal equipment selected with ATP confirmation
Hour 3
WBS auto-created → Labor estimated from Employee 360 skill match → Pricing optimized
Hour 4
CLM flags risk clauses → Response auto-formatted → Submitted same day
RESULT
Margin calculated at 24.5% • Win rate 48%
📋 Contract 360
📦 PIM / Product 360
🔧 Asset 360
👤 Employee 360
🏗️ Project 360
Use Case Journey
💼 FP&A: Board Pack Preparation
Q3 performance analysis for PE partners and Board review
3 weeks → 6 minutes
Board Pack Generation
Data Sources
💰 Finance 360 — P&L, Balance Sheet
📊 Amplify — 198 Initiative Status
🎯 Market Model — $6.7B TAM
🏗️ Project 360 — Job Performance
→
🤖
AI Board Pack Engine
Natural language query: "Generate Q3 Board pack with EBITDA bridge, TAM performance, and transformation status"
→
AI-Generated Output
📈 EBITDA Bridge with variance explanations
🎯 TAM capture: 22% achieved, 78% whitespace
📊 Transformation: CPI 1.07, on-track
💰 Cash flow forecast: 90-day projection
❓
"Why did Gulf margin drop 2pts?"
AI: "3 turnaround projects had change orders not captured..."
❓
"What's LNG pipeline exposure?"
AI: "$847M across 12 active projects, 4 pending..."
❓
"Which initiatives are at risk?"
AI: "3 of 198 flagged red: ERP Phase 2, CLM rollout..."
❓
"Covenant compliance status?"
AI: "All covenants met. Leverage at 3.2x vs 4.0x limit..."
Use Case Journey
💳 Share of Wallet Analysis
Growing revenue with existing customers — the highest ROI pursuit
+15%
Cross-Sell Revenue Lift
🏢
ExxonMobil
Enterprise Account — Customer 360 View
CURRENT SPEND
$48M
Annual with BrandSafway
TOTAL SPEND
$124M
Scaffold & Industrial
SHARE OF WALLET
38.7%
Current capture
OPPORTUNITY
$76M
Whitespace to capture
🎯
Cross-Sell Opportunity
"ExxonMobil uses Scaffolding LOB. Zero revenue from Coatings — competitor Y has $18M. Recommend proposal for Baytown refinery."
⚠️
Risk Alert
"Beaumont site contract expires in 90 days. $8.2M at risk. Last NPS score: 72 (down from 81). Escalate to VP."
📈
Growth Pattern
"YoY spend up 12%. 3 new facilities planned in Gulf region. Position for MSA expansion."
🤝
Relationship Map
"Key contact: VP Procurement, Sarah Chen (strong). Gap: No relationship with Turnaround Planning — introduce."
18K
Customers Analyzed
$2.1B
Cross-Sell Identified
+15%
Revenue Lift Potential
AI-Driven
Priority Recommendations
Use Case Journey
⭐ Customer Experience Transformation
From 24-48 hour contract cycles to same-day service — delighting 18K customers
24-48hrs → Same Day
Contract Turnaround
📞
TODAY
Customer Calls
Needs quote for turnaround project. Rep can't access history — asks customer to repeat.
⏳
2 DAYS
Quote Generation
Engineering specs equipment. Pricing pulled from 4 systems. Customer waits.
📝
DAY 3
Contract Review
Legal manually reviews terms. Risk clauses missed. Escalation required.
2028 →
⚡
SAME DAY
AI-Powered Service
Customer 360 briefing → AI quote in 4 min → CLM risk-check → Contract sent
📱
24/7
Self-Service Portal
Track jobs, invoices, contracts anytime
🎯
100%
First-Call Resolution
Rep has full Customer 360 context
📊
Real-Time
Project Visibility
Earned value, schedule, safety metrics
⭐
+18 pts
NPS Improvement
From service speed + transparency
"I called BrandSafway at 9 AM needing a quote for an emergency turnaround. By 11 AM, I had a detailed proposal with pricing, equipment specs, and a draft contract. That used to take a week. Game changer."
— Procurement Manager, Major Refinery Customer (2028 Vision)
Nine Pillars of the Intelligent Enterprise
The integrated technology foundation that makes the vision possible
🔗
Unified 360 Views
14 semantic layers unifying Customer, Contract, Project, Asset, Product, Employee, Vendor, Branch, Safety, Rental, Fleet, Finance, Enterprise, and Portfolio views into a single source of truth.
14 Views
Real-Time
AI-Ready
📝
Contract Lifecycle (Conga CLM)
AI-powered contract intelligence: automated clause library, risk scoring, escalation enforcement, renewal prediction, and pricing optimization across 2,400+ active contracts.
+0.75% Revenue
AI Clauses
Auto-Escalation
📦
Product Information (PIM)
Centralized product catalog with 15,000+ SKUs, structured attributes, BOM relationships, pricing rules — enabling design-to-quote automation and configuration accuracy.
15K SKUs
-60% Quote Time
Design Integration
🤖
Agentic AI Workforce
Autonomous AI agents handling routine decisions: quote generation, change order pricing, resource scheduling, anomaly detection, and predictive maintenance recommendations.
85% Automation
24/7 Operations
Self-Learning
👥
Hybrid Human-AI Workforce
Humans focus on relationships, judgment, and strategy while AI handles data processing, pattern recognition, and routine execution — amplifying human capability 10x.
10x Amplification
Human-in-Loop
Augmented Decisions
📡
Smart Field Operations (FieldTrax)
Connected workforce with GPS tracking, geofence time capture, real-time job costing, material scanning, safety check-ins, and mobile-first job completion workflows.
Real-Time Tracking
100% Time Capture
Same-Day Billing
🏢
Autonomous Departments
Self-optimizing business units: Finance auto-closes books, Procurement auto-reorders, HR auto-schedules certifications, Fleet auto-balances inventory across regions.
Self-Healing
Auto-Optimize
Exception-Based
📊
Portfolio Management (Amplify)
McKinsey Wave-style initiative tracking connecting $6.7B TAM to execution. Stage gates, earned value metrics, market opportunity prioritization, and strategic resource allocation.
$6.7B TAM
Wave Tracking
Stage Gates
⛓️
Orchestrated Supply Chain
End-to-end visibility from vendor to job site. Predictive inventory, automated reordering, cross-branch optimization, and real-time material tracking reducing waste by 15%.
-15% Waste
Predictive Inventory
Cross-Branch
Implementation Roadmap
A phased approach to maximize value while minimizing risk
Total Investment
$12-15M
Over 24 months
Break-Even
18-24 mo
Q2 2027 target
Annual Value
$180M+
At full run-rate
5-Year ROI
12x
$180M return on $15M
Cumulative Investment vs. Value Creation
Quarterly progression showing payback trajectory
Investment
Value Generated
$200M
$100M
$0
Break-Even Point
Q1-Q2 '26
Q3-Q4 '26
Q1-Q2 '27
Q3 '27 - Q2 '28
📈
Value accelerates after foundation is set
Phase 1 investment enables 9x value acceleration in subsequent phases
1
PHASE
Q1-Q2 2026
Foundation
Customer 360 MVP
FieldTrax 1.0 (5K+ foremen)
Conga CLM Phase 1
Amplify Setup
$3-4M
Investment
$20M
Value
2
PHASE
Q3-Q4 2026
Scale
Contract + Project 360
FieldTrax Full Rollout
CPQ + PIM
Quote AI Generation
$3-4M
Investment
$55M
Cumulative
3
PHASE
BREAK-EVEN
Q1-Q2 2027
Optimize
Asset + Employee 360
AI Quote + RFP
Supply Chain
ROI Positive!
$3-4M
Investment
$120M
Cumulative
4
PHASE
Q3 '27 - Q2 '28
Value Realization
All 14 360 Views Live
Agentic AI Deployment
49 → 14 Systems
Full Run-Rate
$3-4M
Investment
$180M+
Annual Run Rate
🛡️
Risk Mitigation Built-In
✓
Phased Investment
$3-4M per phase allows course correction
✓
Value Early
$20M value in Phase 1 proves concept
✓
Proven Technology
Salesforce ecosystem reduces integration risk
🎯
Key Success Metrics
49→14
Systems Consolidated
14
360 Views Deployed
38K+
Employees Enabled
3 sec
vs 3 days for insights
The 2028 Vision
One question. Any persona. Answered in seconds.
"What's our total exposure to ExxonMobil across all contracts, projects, equipment, and pending quotes?"
Today: 12+ systems, 3 days -> 2028: One AI copilot, 3 seconds