Operational Design and ongoing Fractional CFO services enabled Rockhill Construction to expand and grow with confidence

Ascent Consulting's proprietary Operational Design process provided in-depth operational consulting and Procore training while working with the Rockhill team to remove operational inefficiencies previously limiting their growth. Rockhill has since grown in size and is expanding outside of its traditional base in New York City into Upstate New York; confidently continuing with the full support of our fractional CFO services

View how Rockhill transformed more than just their operational capacity
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Operational Design + Procore

As part of our operational design process, Ascent performs a thorough investigation of a business, including its operational structure, finances, and Procore use. We then develop and implement standardized processes, procedures, workflows, and protocols (along with a few industry best practices) across the organization.

Location: New York, NY

Rockhill is a high-end, residential general contractor that provides pre-construction services, construction management, and preventative maintenance in the greater New York City metropolitan area. They also offer design-build, architecture, and custom millwork services to their clients.

Annual Revenue: $25M+

"Our business was growing substantially and we wanted to make sure that we had the right processes and procedures in place in order to continue to grow and expand."

— Rich Ferraioli, COO

Ascent Consulting produces diagrams to streamline key processes and procedures.
The team at Rockhill Construction has their custom process diagrams (below) displayed in their Manhattan office. 

A definition and overhaul of business & operational practices

Rockhill's management was concerned with a lack of documented processes & best practices for their Project Management team and also needed better Procore integration with their daily business operations. After our operational recommendations were offered, they decided to overhaul their estimation process as well and engage Ascent's fractional CFO services for continued support.

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Increase efficiency in project scheduling, organization, and performance
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Provide leadership coaching through the change management process
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Create a platform that encouraged and supported exponential growth
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Identify, define, and document the specific responsibilities for each role
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Share industry best practices for Project Management and Estimation
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Configure Procore Financials and  Acumatica to share data
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Ensure that each role is designed to grow with the company and future employees
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Create an Operations Manual that documents operational standards, roles & responsibilities
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Provide team and individual training for Procore and additional Procore tools
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Giving Rockhill the confidence to responsibly expand

Ascent’s in-depth business and operational design work provided the Rockhill team with a foundation on which to grow the business. Rockhill's management is now confident in the company's expansion following the incorporation of Ascent's recommendations, in-person workshops, and additional training.


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“We thought a lot of our processes and procedures were clear and that our team was well-trained on all of those processes... [Ascent] identified several areas where we need more in place.”

Rich Ferraioli
COO


 

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Current and future employees are using their custom Ascent-made Operations Manual.

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Process workflows, including diagrams and an Operations Manual, are now in full use by Rockhill.

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Job descriptions created, including roles and responsibilities to limit pain points in the change management process

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Operational assessment, training, documentation and workshops

Ascent began the development of a Procore training plan that gave ample time to the Operations and Accounting team to begin their investigation into Rockhill. During the Discovery Phase, we asked questions and, ultimately, learned of the software's functionality that they were not previously using to its maximum effect. This also allowed time for Ascent to provide Rockhill's management team with one-on-one coaching and support in industry best practice skills and tools.

After a review of our investigative results with the Rockhill team, Ascent was able to identify specific areas for improvement. Ascent then held workshops, onsite and virtually, designed to specifically lay out current-state/future-state processes and flow charts that enabled their team to identify new roles, processes, systems, and methods that increased productivity and profitability.

Ascent was able to detail 10 different processes and author 10 new written job descriptions—all customized to fit Rockhill’s current and future needs. Upon completion of the project, a comprehensive Operations Manual was provided that included standardized company processes, procedures, and protocols and comprehensive roles and responsibilities for the company’s current and future states.

Expanding the scope and Fractional CFO Services

Following a review with their Project Management team, Rockhill and Ascent agreed to expand the scope of the project to include their Estimation team after identifying a number of improvement areas.

Project accounting, job costing, progress billings, and budget forecasting are some of the specialized financial tasks that construction companies need to master in order to successfully navigate their projects and meet the requirements of their customers. After Rockhill realized the need for a limited-capacity CFO, they engaged Ascent for Fractional CFO Services. This now allows Rockhill to leverage the expertise of a CFO-level individual without incurring the high costs or overhead associated with a full-time employee.

Meet the team on this project:

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Greg Gorman
Senior Consultant

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Carolyn Bahr
Project Coordinator

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Tamara Brown
Procore Consultant

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Ascent's Operational Design

Profitability is directly related to repeatability: getting everyone in the organization to operate the same way.

When everyone is aligned and operating in unison, then it becomes easier to add people (superintendents, project managers, estimators, accountants, administrators) and achieve consistent and repeatable results.

By getting everyone aligned and operating from the same model of processes and systems, the business becomes more efficient and easier for owners to manage.

Learn about Ascent’s Operational Design resources >

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Procore® Services

Ascent employs a team of certified Procore experts to assist our clients. We work with construction companies that are:

— Investigating Procore as a potential solution for their company
— Looking for a partner to work with their team through the implementation process
— Desire on-site training and implementation assistance
— Ready to expand Procore’s use and functionality across their organization
— Looking for help integrating Procore into their overall business and project management processes

Learn about Ascent’s Procore capabilities >