Customer story · Manufacturing
The bottleneck was the process. Not the team.
A skilled engineering team was producing meticulous technical reports, but each one took 15-20 hours. A 5-step guided workflow on Forra turned field data into official documents in minutes, unlocking 4x throughput.
The challenge
A skilled team, held back by a manual process.
The engineering team is responsible for producing official technical reports (Q-2, r.22) for every septic installation project. Their expertise in soil analysis and system selection is what makes each report reliable. But the process around that expertise was consuming the time: manually entering data into Excel, consulting decision tables, and hand-drafting a 10-page document with 3 accompanying plans.
The result: 15 to 20 hours of work per file. A 4-person team hitting a hard ceiling of 200 reports per year, with the designer acting as the single bottleneck across a fragmented stack of Excel sheets, Pronto forms, and PowerPoint templates. The team had the knowledge to do far more. The process was what held them back.
The solution
A guided workflow. Not a chatbot.
The team deployed a dedicated workflow application on Forra. The core philosophy: the engineer validates, the AI handles the mechanical steps. Because Forra provides the infrastructure layer, the application was ready in weeks.
The flow is broken into 5 structured steps that take a technician from raw field data to a downloadable official report:
- Upload: Import the Excel file from field data collection
- Validation: Review and correct the extracted data
- Recommendation: Approve the AI-suggested system model
- Documents: Generate the official report documents
- Report: Download the completed official report
The outcomes
Measurable results from day one.
- A report that took 15-20 hours now takes a few minutes, end to end.
- The same team can go from 200 to 800 reports per year with one additional team member.
- +$200,000 in revenue potential without increasing headcount proportionally.
- Zero manual transcription of soil analysis data: extraction is fully automated from source files.
- The tool is exportable to other markets (USA, UK, France, Iberia) with minimal adaptation.
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