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Momentum Applied

Construction technology consulting

Redesigning the sales-to-delivery model for a construction-technology consulting practice

Foundational Experience

Enterprise Transformation & Operating ModelPortfolio, Program & Delivery GovernanceChange Leadership & Adoption
An engineer reviewing a floor plan against a wall

Situation

What was happening.

A construction-technology consulting practice within a larger advisory and accounting firm was losing margin to under-scoped deals, late architecture discoveries, and unclear ownership between its sales, advisory, and delivery functions.

Operating constraint

What had to change.

Sales, architecture, and delivery had no shared checkpoint to catch risk before contracts were signed.

Structure built

How the work moved.

  • Conducted eleven stakeholder interviews across sales, advisory, architecture, delivery, and finance
  • Designed a trigger-based architecture review structure (an 'Architecture Control Tower') for early feasibility, staffing, and margin review
  • Designed cross-functional 'pursuit pods' for complex, high-risk opportunities
  • Established entry criteria, deal-intake process, decision boundaries, and a targeted 45-minute review cadence
  • Developed pilot activation, telemetry, and change-management support for the new model

Outcome

What followed.

Integration and staffing risks surfaced earlier in the sales cycle, with better alignment reported across sales, advisory, architecture, delivery, and finance during the pilot period.