Prepared by
Clayton Construction technology proposal
One secure workflow from opportunity to Operations
Centervert will build Clayton a secure pre-construction operating system. It will bring scattered project information into one record, standardize estimating and bidding, reduce repeated administrative work, and carry the complete project story into Operations.
1. What Clayton is getting
A dedicated Centervert team will design, build, test, and introduce the first version of Clayton’s operating system. The first result is a working pre-construction pilot delivered through the Crawl phase.
The practical result
- One secure project record
- One consistent pre-construction process
- Faster bid preparation and comparison
- A complete, reviewable Operations handoff
The work is expected to continue through an approximately 12-month Crawl, Walk, Run roadmap. Priorities and pricing are reviewed quarterly so the relationship can adjust as Clayton’s needs become clearer.
2. Problems this solves
Clayton described a process where important information and decisions are spread across people and systems. The proposal addresses those operating problems directly.
3. What Centervert will deliver in Crawl
Crawl is the defined first phase. It focuses on the highest-cost handoffs in pre-construction rather than trying to replace every Clayton system at once.
Clayton process map
Document the current pre-construction process, owners, systems, approvals, delays, and one representative pilot workflow.
Central project record
Create one secure place for the client, opportunity, project, documents, owners, dates, status, and decisions.
Pre-construction playbook
Standardize required questions, documents, assumptions, exclusions, budgets, approvals, and readiness checks.
Estimating and bid workflow
Support takeoff, estimates, bid packages, subcontractor outreach, quote leveling, risk flags, and reviewed buyout recommendations.
Operations handoff
Deliver a complete, reviewable handoff with the approved budget, scope, selections, risks, schedule assumptions, and open actions.
Secure pilot and training
Run the workflow with approved Clayton data, train pilot users, measure the result, fix priority issues, and prepare the Walk backlog.
4. The first 12 weeks
Understand and establish the foundation
Map the real process, select the pilot, confirm security and data boundaries, and build the central project record and first workflow.
Build the working pre-construction flow
Add the playbook, estimate structure, bid packages, subcontractor and quote workflow, communication history, and approval controls.
Pilot, hand off, and decide what comes next
Run the pilot, complete the Operations handoff, train users, measure the result, resolve priority issues, and approve the Walk plan.
Crawl is successful when Clayton has:
- One traceable project record from opportunity through Operations acceptance
- One repeatable Clayton pre-construction process
- A working pilot using approved Clayton information
- A complete handoff accepted by the assigned PM or Operations owner
- Secure access, audit history, recovery, and human approval controls
- Trained pilot users and a prioritized Walk recommendation
5. How the partnership works
Clayton sets business priorities and approves consequential decisions. Centervert manages the product team and turns the agreed priorities into tested working software.
Review priorities, questions, decisions, and blockers.
Show working software and collect user feedback.
Adjust scope, capacity, timing, and pricing.
Centervert provides
- Product planning, design, engineering, testing, documentation, and training
- Backlog management, demonstrations, release coordination, and risk reporting
Clayton provides
- Executive sponsor, process owners, pilot users, and an Operations acceptance owner
- Approved data and system access, timely decisions, and user feedback
6. Pricing and key terms
$35,000 for a Centervert-managed product, engineering, implementation, quality, and application-security workstream.
Billed monthly in advance. The first payment is due before kickoff.
Month to month. Either party may end the engagement with 30 days’ written notice.
Clayton and Centervert should plan around an approximately 12-month Crawl, Walk, Run relationship, with priorities reviewed quarterly.
Pricing may decrease by mutual written agreement if active development and reserved delivery capacity materially decrease. It does not decrease automatically by phase.
Full MSP service, hardware, third-party licenses, production usage charges, approved travel, and major historical-data cleanup are separate.
After payment, Clayton owns the custom Clayton-specific deliverables identified in the signed agreement. Centervert retains its existing tools, methods, and reusable components. The signed agreement controls the final legal and commercial terms.
7. Security and the separate MSP agreement
The product should be secure from the beginning, but the $35,000 software retainer does not include unlimited company-wide IT and cybersecurity service.
Security for the new system
- Authentication and role-based access
- Project permissions and audit history
- Encryption, backup, recovery, and environment separation
- Documented AI, integration, and data boundaries
Company-wide IT and security
- Microsoft 365, identities, endpoints, servers, and networks
- Help desk, monitoring, patching, backups, and incident response
- Vendor management, security remediation, service levels, and transition plan
Clayton retains human approval for bids, contracts, external communications, financial changes, subcontractor selections, and other consequential actions.
8. Crawl, Walk, Run
Crawl
Build and prove the pre-construction workflow through Operations handoff.
Walk
Extend into Operations, project management, field workflows, reporting, and selected integrations.
Run
Scale successful workflows, analytics, controlled automation, and long-term support.
Walk and Run are working directions, not fixed feature promises. Clayton and Centervert will define the next backlog using the results of the phase already completed.