Turn Key Solution
An end-to-end construction management platform that unifies bidding, contracts, scheduling, field operations, billing, and closeout — replacing a stack of disconnected tools with one connected source of truth, from bid to handover.
Overview
One platform for the entire project lifecycle
Turn Key Solution is a web-based ERP built for general contractors. It carries a single project from a bid invitation all the way to closeout, automatically generating projects, schedules, budgets, and field plans from an awarded estimate, while keeping the office, the field, subcontractors, and the client working from the same live data.
Role
Product Designer
Year
2025
Type
Enterprise ERP / SaaS
Platform
Web Application
The Challenge
Construction work lived in disconnected tools
Fragmented systems
Estimating in spreadsheets, bid invites in email, scheduling, plans, and billing each in separate apps.
Duplicate data entry
The same project, scope, and cost data re-keyed at every stage — bid, contract, schedule, invoice.
Version confusion
Field crews referencing outdated drawings; missed approvals and revisions across teams.
No single source of truth
No connected view of status, budget, and compliance from pre-construction to closeout.
The Goal
Make an approved bid flow automatically into the project, schedule, budget, and field plan.
Design one connected platform with role-based access for office staff, superintendents, subcontractors, and clients — so every action updates the right people at the right time, and nothing falls through the cracks between phases.
Workflow
How design fit into the delivery workflow
Each module moved through a structured, confirmation-driven pipeline. As the UI/UX Designer, I picked up modules only after requirements were locked with the BA and client — then designed, reviewed, iterated, and handed dev-ready work to engineering.
Discovery
1
PM meets the client and hands the BA a project brief
Role: PM
Definition
2
BA builds functions, user stories, and flows.
Role: BA
Internal align
3
Confirm scope & requirements back with the BA.
Role: BA
Client sign-off
4
BA confirms the requirements with the client
Role: BA
UI/UX Design
5
Design each confirmed module, screen by screen.
Role: UI/UX
Client review
6
Walk the client through designs and gather feedback.
Role: UI/UX
Iterate / Handover
7
Update on change requests, or hand the confirmed module to Dev.
Role: Dev
Research & Insight
What we learned, module by module
Insights were synthesized from the PM's documented requirements, workflow mapping of how a single project travels from bid to closeout, a review of the disconnected tools teams juggle today, and feedback from client review sessions. Each insight below ties a real pain point to the module that resolves it.
Insight 01
One broken handoff by hours of rework
The same project, scope and cost data was re-keyed at every stage — bid, contract, schedule, invoice. Automating the flow between modules was the single highest-leverage opportunity.
Insight 02
The office and the field live in different worlds
Office tools assume a desk and a stable connection. The field needs glanceable, offline-capable views that sync the moment signal returns — or work simply doesn't get logged.
Insight 03
Compliance can't be bolted on at the end
Insurance, lien waivers and approvals were chased reactively. Building gates and checklists into the flow keeps work — and payments — from slipping through the cracks.
Bid Management & Estimating
What we heard
Opportunities arrive by email and plan rooms, then get re-keyed, estimators lose track of deadlines.
Insight
Estimators need one pipeline view and automatic capture of incoming bid data.
Design response
Unified bid dashboard with auto-parsed ITB details and status that updates on submit/award.
Project & Contract Admin
What we heard
Awarded bids are manually rebuilt into projects, compliance docs tracked in spreadsheets.
Insight
The award → project handoff is the biggest source of rework and missed compliance.
Design response
Auto-generate projects from bids, a job-award checklist gates the move to "Active".
Scheduling & Tasks
What we heard
Schedules live apart from the field; delays don't cascade and crews get double-booked.
Insight
A schedule change must ripple to dependencies and reach crews instantly.
Design response
Gantt with critical-path auto-shift, crew-conflict alerts, and mobile sync.
Document & Plan Management
What we heard
Field crews sometimes build from outdated drawings.
Insight
Only the latest approved revision should reach the field by default.
Design response
Revision control, an "approved-only" field view, and acknowledged revision notices.
Change Order & Budget
What we heard
COs scattered across email; unclear which affect the client vs. internal budget.
Insight
Every CO must trace to a contract/budget and separate internal from client-facing.
Design response
Linked COs with original-vs-revised budgets and a multi-level approval flow.
Field Operations & App
What we heard
Field updates are stuck on paper and calls; sites often have weak signal.
Insight
The field app must be glanceable, work offline, and sync both ways.
Design response
Mobile dashboard with offline caching, task-tagged photos, and light/dark for outdoor use.
Communication & Alerts
What we heard
Approvals and updates get buried in fragmented email threads.
Insight
Notifications need context and priority — and the ability to act in place.
Design response
A rules engine, priority color-coding (Info/Action/Urgent), and approve/reject from the alert.
Permissions & Access
What we heard
Subs and clients need access — but never to internal financials or records.
Insight
Role and project-level access is foundational, not a late add-on.
Design response
Role framework, project-scoped access, restricted external portals, and full audit trails.
Design System
Tokens & components
One consistent system shared across the desktop dashboards and the field app — color tokens, a type scale, spacing/radius, and the foundational components that build every screen.
Colors
Primary
CDAF76
Pearl
F1F0ED
Asphalt Black
150E01
Black Pepper
5E5A52
Carbon Fiber
262626
Japanese Black
252422
Asphalt Black
150E01
Components
Add New
Add New
Add New
Add New
Add New
Add New
Add New
Add New
Add New
Add New
Add New
Add New
Input
Password
Password
Password
Password
Password
Password
Status pills
In Progress
New
Submitted
Awarded
Lost
Filter
Filters
Filter
Filter
Filter
Switch
On
On
On
On
Off
Off
Off
Off
Typography
DM SANS
Heading Style
40 px
50
Medium
Heading H1
24 px
34
Medium
Heading H3
20 px
30
Medium
Heading H4
18 px
28
Medium
Heading H5
16 px
26
Medium
Heading H6
Paragraph
20 px
30
Medium
Paragraph - p1
18 px
28
Medium
Paragraph - p2
16 px
26
Medium
Paragraph - p3
14 px
22
Medium
Paragraph - p4
12 px
20
Medium
Paragraph - p5
Outcomes
What the design delivers
Designed as confirmed, dev-ready modules on a four-phase milestone plan — giving the client control over scope and cost while building toward one connected system.
A single source of truth
One continuous record from bid to closeout — status, budget, documents and compliance in one place.
Automated data flow
Awarded bids generate projects, schedules and budgets automatically — eliminating re-entry between phases.
Role-based portals
Tailored, secure views for office, field, subcontractors and clients — everyone sees only what they should.
Dev-ready modules
Each module confirmed with BA and client before handover, reducing rework and accelerating engineering.
