Swinerton Estimating
"The log is step number one in our operation for everything that we do…The Roger log allows us to communicate through it, to be a reservoir of information so that if a bid does get assigned to somebody, they don't have to go digging and poking and searching emails—everything is in one spot. Everything you need to know is in one spot…and lives with that particular bid. From that perspective, it's been a game changer. There is so much peace of mind for me. I go in it and I know this is exactly what's happening…It's been great."
– Francisco Sanchez, Director of Pre-Construction and Estimating for the Drywall Division in Southern California
About Swinerton
Swinerton is a national construction company in the United States. With about 4,300 professionals across 22 regional offices, Swinerton brings in about $6 billion of national revenue every year.
Because of their commitment to excellence and growth, Swinerton values a culture of adaptability and openness in order to find the best way to do things in every stage and division of the company. As Francisco Sanchez, the Director of Pre-Construction and Estimating for the Drywall Division in Southern California, says, "What makes us strong is our ability to say 'How do we do this better, how do we adapt to this situation?' There’s these new clients coming in, so how do we bring an even better experience to them."
Context/Problem
Francisco was looking for a way to improve bid management. His division had pushed their Excel logs to the limit: conditional formatting, color rules, and even a gantt chart to forecast availability of team members. However, one mis-type and crucial information could be deleted by accident. There was also no way to trace who deleted or added information. As Francisco put it, their Excel logs "never gave you the feeling that all is good. You could come in the next day and realize something hadn't been formatting for the last week."
Why Roger
The search for a tool that would improve their bid management process led Francisco to Roger. When Francisco first met the Roger team, he felt that there was a mutual commitment—a partnership—to find the solution they needed.
In his words – “there is one thing that Roger does that you can't find anywhere else: that is encapsulating your process and being able to rely on it without you having to have so much manual back-and-forth."
Solution and Results
The result for his team: a simple, easy-to-use bid log that has become his team's "reservoir of information."
The result for Francisco: "peace of mind" knowing that the log is up-to-date and encapsulates all the data his team needs to get the job done.
Francisco says that now, when he walks around the office, he sees Roger open on the screen of every estimator—everyone is constantly populating and referring to it. When bids are assigned, everything that the estimator needs to get caught up and do their work well—emails, past bid versions, history of activity, team notes—is there, in the log item. As Francisco has told the Roger team, it is hard to imagine doing their work now without Roger.
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