SGK Contracting
Roofing & Services
SyncPortals
Powered by DataSync AI
Date: November 28, 2024
EXECUTIVE SUMMARY
+
+
The Opportunity
SGK is 1.5 years into securing licenses in all 50 states. That's the foundation. Now you need the infrastructure to match that nationwide reach before your competitors catch up.
Where You Are Today:
- Team manually searching 15+ portals daily
- Missing opportunities due to keyword variations (roof vs roofing vs roofs)
- Registration requirements buried in PDFs, the #1 reason bids get rejected
- New service division needs its own system
- Running lean: 7 office + 600 1099s + growing
What We Build (90 Days):
- SGK Roofing SyncPortal: Automated bid discovery with registration tracking
- SGK Services SyncPortal: Property manager pipeline from day one
- Built in YOUR Azure environment, on YOUR infrastructure
- Weekly on-site with George, John, and your teams
This isn't SaaS you rent. We build it in your house. When we're done, it's yours. Forever.
WHAT IS A SyncPortal?
+
+
Powered by DataSync AI
A SyncPortal is SGK's custom internal operating system — powered by the DataSync AI intelligence layer and built entirely in your Azure environment. Think of it like this: DataSync Dynamics is the ecosystem (like Apple), DataSync AI is the operating system (like iOS), SyncPortals are your apps (like the App Store), and AI Agents are the features inside each portal.
Unified data means everything in one place - bids, projects, pipeline, revenue. One source of truth. Talk to it in natural language: "Show me Maryland bids over $500K closing this month." Automation runs in the background: Bids scraped daily. Registration requirements flagged. Proposals summarized. Your team focuses on deals, not data entry.
Inside each SyncPortal, AI Agents work for you: Proposal Generator, Bid Analyzer, Pricing Assistant, Registration Tracker, Service Dispatcher, Equipment Monitor, Executive Insights, Email Intelligence, and Forecast Agent. Each agent is trained on your business — your wins, your losses, your patterns.
Built in your Azure environment. Your data stays on your servers. When we're done, you own it. No vendor lock-in. Your IT team can maintain it, or we can - your choice. When you sell the company, this adds value - it's an asset on your balance sheet.
Not SaaS you rent. Custom software built in your house. When we're done, it's yours forever.
PRODUCT 1
SGK ROOFING SyncPortal
+
+
Your AI-powered intelligence layer on top of Procore. Nationwide bid coverage as you expand into all 50 states. Registration tracking so you never lose a bid to paperwork.
Bid Intelligence & Coverage
- National portals: SAM.gov, BidNet, MERX, BidDirect
- State-by-state expansion: Maryland complete, Virginia 13+ portals, add states as you get licensed
- Registration requirement tracking, the biggest key to winning
- Keyword intelligence: roof, roofing, roofs, all variations captured
- Days remaining urgency tracker
- Total pipeline value dashboard
AI & Automation
- AI-powered insights: Every bid auto-summarized, risk-scored, deadline-tracked
- Talk to your data: "Show Maryland bids over $500K closing this month"
- Proposal generation: AI drafts based on your win history
- Win/loss analytics: Track patterns, identify what closes deals
- Custom dashboards: EBITDA, sales metrics, pipeline views
- Team workflows: Custom views for BD, estimators, executives
Procore Integration
- Pull project data into your AI layer: RFIs, submittals, project documents
- Risk detection and forecasting based on historical project data
- Procore stays exactly where it is - SyncPortal becomes the intelligence brain on top
- Estimating integration: Push opportunities directly to your quote workflow
Built to scale to $200M+. Your team gets hours back every day while Procore stays exactly where it is. This is the brain on top of your construction ops.
PRODUCT 2
SGK SERVICES SyncPortal
+
+
Launch your service division with a complete CRM built on day one. Property manager pipeline, dispatch, revenue tracking, and contract management all in one platform.
Pipeline & CRM
- Full pipeline: Lead → Qualified → Proposal → Won
- Property manager database with full contact history
- Automated follow-up reminders (no leads fall through cracks)
- Contract expiration alerts
- Service categorization: leaks, gutters, HVAC, emergency
- Inspection scheduling built-in
- Working concept by end of week 1
Operations & Dispatch
- Work order system for your crews
- Dispatch board for technicians
- Property manager self-service portal
- Mobile-ready for field teams
- Real-time job status tracking
- Crew scheduling and assignment
Revenue & Analytics
- MRR/ARR dashboard: See monthly recurring revenue at a glance
- Revenue forecasting & reporting
- Contract renewal automation
- QuickBooks integration when you're ready
- Custom dashboards built for how you work
Philadelphia team walks into their custom portal on day one. No notebooks. No scattered emails. Just a clean platform.
90-DAY ROADMAP
+
+
Three months. Two portals deployed. Complete infrastructure built in your house.
Month 1: Build
Setup & deployment month
- Infrastructure: Azure hybrid setup, databases, security, local AI
- Roofing: National portals live, Maryland full build, Virginia 13+ scrapers
- Services: Working concept by week 1, full pipeline, MRR tracking
- Weekly on-site with George & John
- Team training begins
Month 2: Enhance
AI intelligence & automation
- Infrastructure: IT dept modernization with John, assess Finance/HR/Recruiting needs
- Roofing: AI bid summaries, Procore insights, proposal generation
- Services: Dispatch board, work orders, property manager portal
- Conversational data queries live across portals
- Department-by-department modernization roadmap created
Month 3: Scale
Ready for nationwide growth
- Infrastructure: Begin department modernization (Finance, HR, Recruiting), handbook in progress
- Roofing: Win/loss analytics, add new states, estimating integration
- Services: QuickBooks ready, revenue forecasting, contract automation
- Ongoing portal support & maintenance framework established
- Evaluate & shape future modernization roadmap
Built in your house. You own everything. At 90 days, you have two production-ready portals and IT infrastructure built to scale to $200M+.
INVESTMENT & NEXT STEPS
+
+
| Month | What You Get | Investment |
|---|---|---|
| Month 1: Setup & Deployment | Azure hybrid infrastructure built, both portals deployed and live, national bid coverage active, Services CRM working concept | $30,000 |
| Month 2: Enhancement & Expansion | State portal expansion, AI summarization live, Services CRM production-ready, registration tracking operational | $10,000 |
| Month 3: Scale & Optimize | Full Procore integration, advanced analytics dashboards, mobile optimization, team training and documentation complete | $10,000 |
| 90-Day Total | Two production portals, built in your house, yours forever | $50,000 |
Terms & Next Steps
- 90-day pilot commitment
- Work-for-hire: Deliverables are your property
- We're in the office Tuesday morning, working with John
- Building starts immediately, Services portal proof of concept by Friday
- At 90 days: evaluate progress, shape future contract together
Ready to get started?
Let's build SGK's future together.