Executive Summary
Michael Kinder & Sons has invested in a strong core technology stack across project management, accounting, business development, estimating, field operations, and reporting. The opportunity is not to replace those systems: connect them more consistently, reduce the manual workflows sitting between them, and introduce AI in a way that produces measurable results without security or adoption risk.
TNE proposes to serve as MKS's Fractional AI Integrator and Program Lead for a 9-month engagement. The engagement covers all eight RFP workstreams: BD, Marketing, Estimating, Operations, Accounting, HR, Governance, and Change Management. Every workstream is assessed in Month 1. Priority determines sequence, not exclusion.
The immediate risk for MKS is not a lack of AI options; it is departments independently evaluating tools, accumulating overlapping subscriptions, and building workflows nobody governs. If a pilot does not prove value at 90 days, TNE stops it and redirects capacity to the next priority. No workstream is scaled without documented evidence against agreed baselines.
TNE Approach
AI cannot fix unclear workflows. TNE maps how work moves through MKS before recommending any tool.
No AI tool is deployed into confidential workflows without defined data access rules, human oversight, and system-of-record boundaries.
The first 90 days launch high-confidence pilots, measure actual results, and scale only what proves value.
SOPs, training, role clarity, and adoption tracking are built into the core program, not added after the fact.
Engagement Model
André Barsalou and LP Bellier are the core delivery leads. Femi Badejo, Audrey Medaino-Tardiff, Jason Glover, Tim O'Brien, Craig Hurst, and Accordant Company are engaged based on phase and pilot scope. All pricing is fixed. No variable fees, no markup on pass-through costs.
Standard Option
- 5–12 hours/week blended team capacity
- 3 pilots, 2 scaled use cases
- Monthly steering updates
- Full governance framework and roadmap
- All eight workstreams assessed Month 1
Higher-Touch Option
- 8–15 hours/week blended team capacity
- Up to 4 pilots, up to 3 scaled use cases
- Bi-weekly + monthly steering
- Pulls Accounting, Recruiting, or deeper Procore work into the active 9-month window
Optional Success Component — Up to $7,500 USD
Program Roadmap
Month 1
Strategy and governance. AI roadmap, governance framework, use-case backlog, pilot plan.
Months 2–3
Pilot launch and validation. 3 pilots, playbooks, 90-day ROI report, 12-month scale plan.
Months 4–6
Scale validated use cases. 2+ use cases in production, SOPs, training materials, adoption log.
Months 7–9
Stabilize, expand, finalize. Final report, 12-month roadmap, lessons-learned repository.
Pursuit Intelligence & CRM Augmentation
Create an early, lower-risk AI win upstream in MKS's revenue engine. Starting here improves the quality of what enters estimating and operations before AI is introduced deeper into project controls.
- Pursuit Go / No-Go Scorecard with AI-assisted qualification
- CRM opportunity summaries and next-best-action prompts (HubSpot, GHL, Salesforce)
- AI-assisted RFP response drafting with brand voice guardrails
- Historical RFP pattern review and win rate analysis
- Pipeline analytics to improve sales forecasting accuracy and identify gaps
PM Operational Visibility / Procore + Sage Intelligence
Reduce PM time navigating job cost and project status. MKS has Sage 300 replicated into SQL with Power BI connected. The infrastructure exists.
- PM portfolio dashboard and job cost variance visibility
- Risk indicators for schedule, budget, change orders, RFIs, and submittals
- Procore operational alerts: daily logs, RFI drafting, meeting minute capture
- AI-assisted submittal review support and procurement tracking
- Lessons-learned capture feeding back into BD and Estimating
Estimating / Takeoff Optimization
Evaluate AI-assisted estimating tools against MKS's current workflow. High upside, higher QA requirements. AI-assisted output benchmarked against existing workflows before any adoption.
- Side-by-side review of existing takeoff workflow
- AI-assisted takeoff evaluation with accuracy benchmarking
- Historical cost intelligence and outlier detection
- AI-generated specification review for scope gaps and risk items
- Scenario modeling: best, likely, and worst-case assumptions with validation
- Bridge to Sage Estimating compatibility review
| RFP Scope Area | 9-Month Coverage | Likely Timing |
|---|---|---|
| Strategy & Governance | Full coverage: AI roadmap, governance model, tool approval, KPI framework, reporting cadence | Month 1, then ongoing |
| Business Development | First-wave pilot: lead qualification, CRM summaries, go/no-go scoring, pursuit intelligence, proposal drafting | Months 1–3, scale Months 4–6 if validated |
| Marketing / Pursuit | Included in BD pilot: brand voice guardrails, RFP pattern review, proposal generation support | Months 1–3, scale Months 4–6 if validated |
| Estimating | First-wave pilot: AI-assisted takeoff evaluation, spec review, bid package support, accuracy benchmarking | Months 1–3, scale Months 4–9 if QA thresholds met |
| Operations / Procore | PM Visibility pilot: job cost alerts, Procore summaries, RFIs, submittals, risk signals | Months 1–3; deeper coverage Months 4–9 |
| Accounting | Month 1 assessment and roadmap: invoice/PO cycle, coding, approvals, month-end, controls | Months 4–9; Higher-Touch or post-9-month roadmap |
| HR / Recruiting | Month 1 assessment and roadmap: screening, scheduling, recruiting analytics, pay benchmarking | Months 4–9 under Higher-Touch; otherwise post-9-month |
| Change Management | Full coverage: playbooks, SOPs, training, adoption metrics, quarterly value reviews | Throughout engagement |
Security, Governance and Change Management
Governance Framework, Established Month 1
- Upload confidential MKS data into any AI tool not approved in writing
- Recommend AI where workflow automation, reporting improvement, or process redesign is the more honest answer
- Scale a pilot without documented evidence of adoption and measurable value
- Propose a static tool stack while the AI market is actively changing
- Bypass human review for estimating outputs, financial recommendations, or customer-facing content
Team and Time Allocation
TNE manages team allocation internally within the selected blended weekly capacity. Individual involvement varies by phase, pilot selection, and technical requirements.
Principal of The Net Effect. Leads technology governance, ERP advisory, workflow optimization, and digital transformation engagements for construction and industrial firms in Canada and the US. Leads all client engagement and delivery on the MKS program.
Head of Growth at Pinax, where LP built and governed AI-assisted lead qualification pipelines and recruiting automation. Prior to Pinax, worked across 300–700 companies in construction at Inovision. 1,000+ digital projects since 2008. Leads all technical delivery and AI build work.
Project manager and business analyst with experience in architecture, engineering, and construction technology integration. Delivered onsite and remote training for QMMS's Ontraccr optimization over an extended engagement. Supports delivery coordination and milestone tracking.
President of SDC Partners, specializing in Procore implementation, customization, and training. Every SDC team member comes from an operational construction background. Contributes Procore-specific pilot design, workflow review, and integration planning.
One of the largest Sage Construction software providers in the Eastern US with dedicated Indiana and Midwest coverage. CPAs, MBAs, and professionals with direct construction industry experience. Contributes Sage 300 CRE accounting workflow review and AI readiness assessment for the accounting workstream.
TNE maintains a working network of vetted technical specialists across AI development, construction software integration, data engineering, automation scripting, and workflow design. Engaged on a task basis under TNE program governance and quality standards.
Relevant Experience
These examples are not presented as identical AI transformation projects. They show the operating pattern MKS is buying: structured discovery, workflow mapping, tool evaluation, stakeholder adoption, SOPs, governance, and phased implementation.
"We found them to be consummate professionals. With their help and knowledge, we were able to realize the outcome we wanted and selected a system that we feel will work for us."Munsoor Mirza, CEO, Quality Millwright & Machine Services
QMMS: Construction Software Optimization and Adoption
Construction ImplementationQuality Millwright & Machine Services, Edmonton AB. Industrial specialty contractor, 25 employees. Tim O'Brien and Femi Badejo, 18+ months active engagement.
Ontraccr optimization across scheduling, dispatch, workflow management, and field operations. Workflow mapping, redundancy elimination, biweekly training sessions, SOP documentation, ongoing support framework.
Munsoor Mirza, CEO
[email protected]
Core Site Solutions: Change Management and Technology Implementation
Program LeadershipTim O'Brien lead. Multi-phase program covering planning, deployment, go-live support, and ongoing optimization.
Phase 1: Change management strategy, leadership alignment, training design, data mapping. Phase 2: Software configuration, API integrations, data migration, SOP documentation. Phase 3: Post-go-live monitoring, dashboards, transformation roadmap.
Glenn Dawson
[email protected]
Fairway Electrical Services: Construction Technology Strategy, SOPs, and Implementation Planning
Construction TechnologyCraig Hurst lead. $10M+ revenue electrical contractor, 57 field staff, commercial, industrial, and institutional projects, Baden Ontario.
Full construction technology stack evaluation and platform recommendation. Estimating tool integration, SOP creation across org chart, change management plan, role-by-role training program, CRM selection, cybersecurity plan and COR compliance roadmap.
Jason Herd, President
[email protected]
Pinax: AI Workflow Governance, Lead Qualification, Recruiting Automation
AI GovernanceLP Bellier, Head of Growth. Growth-stage technology company.
AI-assisted lead qualification with structured validation loops. Marketing automation guardrails with data flow schemas and attribution boundaries. Recruiting funnel automation with human validation before full deployment. Hallucination and data pollution controls throughout.
Daniel Keyes, Co-Founder and CEO
[email protected]
Why TNE
Construction judgment plus AI governance, in the same team
Most firms responding have one or the other. TNE brings a principal with direct construction operations experience and a technical lead who has governed AI workflows, automated BD pipelines, and built recruiting automation in live production environments. That combination is uncommon in the market.
Independent and adaptive
TNE does not resell software. Recommendations are not shaped by platform certifications, vendor partnerships, or referral fees. The program is built around pilots, validation, and an adaptive roadmap. TNE can tell the difference between a genuine AI use case and a connector with a marketing layer.
Senior-led, construction-literate
MKS gets the principal and the technical lead in every session. The people who scope the engagement are the people who execute it. TNE has evaluated hundreds of SaaS platforms since 2008, before AI was attached to every product pitch.
Download the complete RFP response
Includes full legal terms, compliance matrix, commercial terms, key assumptions, and team biographies.
Download PDFConfidential — The Net Effect — 9536-6621 Québec inc.