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Process automation case study using the ROI-FIRST approach

Procurement & Contract Management

Industry

Construction & Engineering

Date

Jun 26, 2026

Company size

Mid-size (51–200 employees)

Recommendation

✅ Automate

Time saved

From 4.1 to 2.1 business days per contract

Process automated

Procurement & Contract Management

Process description

An end-to-end contracting process covering everything from bid opening to contract liquidation with third-party contractors. Triggered nearly daily across active construction sites, this process concentrates the organization's highest volume of manual document management. A single contract involves up to 40+ pages of documentation, multiple external signatories (clients, partners, fiduciaries, supervising entities), and a full approval chain - all coordinated via email, WhatsApp, and manual uploads to Google Drive.

ROI Automation, recommendation and costs

COP

currency $:

Level of Automation
% Automation
Cases x Month
Time x Case (hours)
Medium - digital workflow routing, automated notifications, centralized document history, real-time status dashboard
50
4
33
Personas Involucradas
Nivel de Cargo Promedio
Average Monthly Salary
Real Company Cost with Benefits
5
Mixed: General Manager/Director (Level 1, x3), Coordinator/Administrative Resident (Level 3, x1), Senior Analyst/Archivist (Level 4, x1)
6.416.667
9.839.534
Monthly Operational Cost
Annual Operational Cost
Estimated Monthly Savings
5.019.732
60.236.784
2.509.866
Estimated Annual Savings
Year 1 Investment
Net Benefit Year 1
30.118.392
10.228.950
19.889.442
Cumulative Net Benefit 3 Years
FTE Equivalente Liberado
61.766.226
0.39

Power in Numbers

194

ROI Year 1 (%)

4.1

Payback (months)

2.94

Cost/Benefit ratio

✅ Automate

50% of the process is automatable - defined by the client based on the irreducible need for human review of each document. The current model consumes 132 hours per month across 5 roles, with a 30-day cycle per contract when the realistic target is 8 days. The financial case is solid: COP $30,118,392 in annual savings against a COP $10,228,950 Year 1 investment yields a 194% ROI with a 4.1-month payback. Beyond the numbers, automation addresses the real organizational risk: when a contractor claim or audit arrives, the team currently opens Google Drive and hopes the documents are there. A structured workflow makes that risk disappear.

Signs of inefficiency detected

Daily manual follow-up by administrative residents to track who has the document and what is missing. All document management distributed across Google Drive folders with no centralized traceability. No visibility into contract status: teams do not know at which stage the process is or who holds the approval. Average contract cycle of 30 days against an 8-day target. Approval chains of up to 20 actors including clients, partners, fiduciaries, and supervising entities - all without defined SLAs. Signed documents downloaded from Zoho Sign and manually uploaded to Drive as a separate step. Audit response depends on Drive folder organization, not a structured audit trail.

If a contractor claim arrived tomorrow, how long would it take your team to find the complete contract history? That answer defines the urgency of automating this process.

+1- 407 9907657
mmp@timeautomationagency.com

NEVADA, United States

Fax : +1 775-375-4140

Shipping Address: BWH1-232-2 4104 L B MCLEOD ORLANDO, FL 32811-5650 United States

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