Case Study: A.M. Ortega Construction boosts profits and cash flow with Plumb's Sage Paperless Construction

A.M. Ortega Construction - Customer Case Study

A.M. Ortega Construction, a San Diego-based contractor, grappled with a highly inefficient, fully manual accounts payable and billing process. This involved physically routing thousands of paper invoices, causing significant delays. To achieve a genuine paperless workflow, the company partnered with Plumb and implemented Sage Paperless Construction, a solution integrated with their existing Sage platform.

By implementing Plumb's recommended Sage Paperless Construction software, the vendor helped automate invoice routing and approval workflows. This streamlined the company's processes, slashing its billing cycle from 15-20 days down to just two days. The solution provided by Plumb resulted in a dramatic measurable impact, including a monthly cash flow increase of over $4 million and an annual profit boost of $4 to $5 million.

A.M. Ortega Construction

Bruce Evenrud

Chief Financial Officer