7 Steps to Automating Your Approval Workflows | Automation Made Simple

7 Steps to Automating Your Approval Workflows | Automation Made Simple

Most construction companies are used to tracking their workflows through manual methods. But in today’s world, automation is essential to stay on top of growing demands. Eric Helitzer breaks why automated approval systems are critical for modern construction teams. He talks about why automation is changing the game for construction, and how SubBase can make your transition as smooth as possible. The goal: more efficient workflows, fewer errors, and better visibility. SubBase provides an easy 7-step framework for adapting to automated workflows, which Eric covers in his conversation. Whether you’re new to the construction world or a seasoned manager, this episode has something for everyone. Chapters [Start] The Truth About Manual Workflows: Eric talks about the inconsistencies and errors that come from manual workflows. 02:08 SubBase’s 7-Step Framework to Automation: A look at the framework SubBase provides to help your transition into automation happen seamlessly. 05:06 Common Mistakes to Avoid: Five common pitfalls with automation, and how to avoid them. 05:46 A Real-World Example: How automation can look for your company based on this real-world example. Links and Resources * SubBase Website [https://www.subbase.io] * Eric Helitzer on LinkedIn [https://www.linkedin.com/in/erichelitzer] Want a demo? Book here. [https://www.subbase.io/subbase-demo]

7 Steps to Streamlining RFQs | Improving Your Procurement with SubBase

Eric Helitzer breaks down one of the most critical parts of the construction process: the request for quote (RFQ). While RFQs are essential for gathering bids and selecting subcontractors, many teams still rely on outdated documentation methods. The result is a fragmented workflow that creates unnecessary delays, limits visibility, and increases the risk of costly mistakes before a project even begins. Eric walks listeners through a smarter, more structured approach to RFQs that transforms them from a manual task into a strategic advantage. This framework allows companies to improve procurement outcomes by moving from a reactive approach to proactive planning, strengthening margins, and streamlining operations. Chapters [Start] The Problem with Traditional RFQs: Eric introduces the episode and the problems with traditional RFQs. 01:04 The Cost of Fragmented Data: How inconsistent and scattered data can negatively impact your business performance. 02:33 The 7-Step Framework for Streamlined RFQs: A structured approach that transforms RFQs into a strategic process. 05:32 The Payoff of Streamlined RFQs: The benefits of streamlining your RFQ process that help your entire company. 06:35 Episode Recap: A recap of the episode’s information and where to access resources on SubBase’s website. Links and Resources * SubBase Website [https://www.subbase.io] * Eric Helitzer on LinkedIn [https://www.linkedin.com/in/erichelitzer] Want a demo? Book here. [https://www.subbase.io/subbase-demo]

Billing Decoded | Three Things That Are Shaping Modern Construction Procurement

Eric Helitzer discusses an often overlooked aspect of construction operations: pricing strategy. As the industry evolves, companies are facing increasing complexity in cost structure and management and traditional pricing models are no longer sufficient. Eric breaks down why many firms struggle with fragmented data, and what needs to change to stay competitive. He introduces a strategic approach to procurement pricing strategy, centered around three key concepts. By rethinking how costs are aligned, construction companies can move from reactive decision-making to proactive financial control. This episode offers a clear framework for pricing strategy, helping teams forecast more accurately and operate with greater confidence. Chapters [Start] The Complexity of Construction Pricing: Eric introduces the growing challenges of cost tracking and forecasting. 01:36 Why Traditional Pricing Models Fall Short: A look at construction pricing and why static models no longer reflect real-world cost fluctuations. 02:44 Three Keys to Procurement: Three core concepts reshaping procurement strategy. 04:12 A Four-Phase Framework: A four-phase process to help align your pricing systems with operations. 05:40 Final Recap: A recap of pricing strategies and pitfalls to avoid. Links and Resources * SubBase Website [https://www.subbase.io] * Eric Helitzer on LinkedIn [https://www.linkedin.com/in/erichelitzer] Want a demo? Book here. [https://www.subbase.io/subbase-demo]

Reducing Material Errors | The Hidden Risks of Poor Material Management

Managing materials in construction should be straightforward—so why isn’t it? It all comes down to your management system. Eric Helitzer explains why material management is critical in construction—and why it needs to be a priority. Many errors occur when outdated systems fail to provide accurate, shared information across teams. Eric breaks down common mistakes caused by poor material management—and how teams can fix them. Automated systems are changing the game for construction teams. This episode explores how these systems simplify material management across every role on the team. With the right systems in place, teams can reduce errors, improve visibility, and keep projects moving. Chapters [Start] The Reality of Material Management: Eric outlines the two main factors that lead to inefficient material management. 01:28 Poor Material Management: What poor systems look like—and the errors they create. 02:27 A Repeating Process: Why poor systems repeat mistakes and why no one is fixing them. 03:33 How a Good System Works: What an effective material management system looks like—and how to implement it. 04:38 Recap and Takeaways: Key takeaways and next steps. Links and Resources * SubBase Website [https://www.subbase.io] * Eric Helitzer on LinkedIn [https://www.linkedin.com/in/erichelitzer] * Material Management: The Hidden Risks That Can Throw Your Whole Job Off Schedule [https://www.subbase.io/blog/material-management-the-hidden-risks-that-can-throw-your-whole-job-off-schedule] Want a demo? Book here. [https://www.subbase.io/subbase-demo]

Improving Communication with Vendors | The Key to Fixing Miscommunication Errors

Let’s face it, everyone struggles with communication. But in the construction world, miscommunication can make or break a project’s sustainability. Eric Helitzer dives into why miscommunication tends to happen in construction companies, specifically with vendors. With so many moving parts, it’s easy for things to slip through the cracks. But those little errors can stack quickly until it’s too late to fix. Eric outlines what good communication looks like and provides three steps you can implement in your own company. Everyone wants to be on the same page in construction. Sometimes you just need the right process to make that possible. It’s never too late to start improving what you already have in place. Chapters [Start] The Truth Behind Miscommunication: Eric dives into why miscommunication happens and how to identify it. 02:09 The Core Problem: Getting to the root of communication problems and how to fix them. 03:15 Good Communication Practices: A look at what good communication can look like in a construction setting. 04:40 Three Steps to Fixing Vendor Communication: Three actionable steps to improving communication. Links and Resources * SubBase Website [https://www.subbase.io] * Eric Helitzer on LinkedIn [https://www.linkedin.com/in/erichelitzer] * Improving Communication with Vendors for Better Procurement Process [https://www.subbase.io/blog/improving-communication-with-vendors-for-better-procurement-process] Want a demo? Book here. [https://www.subbase.io/subbase-demo]