Implementation Timeline
Kickoff to first production bid in 14 days.
An honest timeline. Days, not weeks. With named owners, named outputs, and named risks for each phase. We run a parallel manual takeoff on bid #1 because we believe in safety nets.
Phase-by-phase
4 phases, ~60 days to steady state
- Phase 1
Days 0–2
Kickoff + scope
OmniTakeoff CSM
- Schedule kickoff call (90 min)
- Provision org tenant + invite users
- Confirm primary trade(s) + symbol library starting state
- Schedule weekly 30-min check-ins for the first 30 days
Customer (estimating lead)
- Designate 1 estimator lead + 1 backup user
- Choose first project for production trial (recently-bid + recently-won is ideal)
- Identify 5–10 historical bid PDFs for symbol-library seeding
Outputs by end of phase- Tenant provisioned, users invited, MFA enrolled
- Initial symbol library populated from historical bids
- Project file ready for first production takeoff
What slows it down- Customer can't surface historical bids fast enough → delay symbol-library seeding
- User-provisioning held up by IT (typically 2–4 days, not 0)
- Phase 2
Days 2–7
Symbol library training
OmniTakeoff support engineer
- Walk through symbol library UI live (45 min)
- Run first batch of recognizer training jobs
- Pair with customer on annotation cadence + active-learning workflow
Customer (estimator lead)
- Annotate ~50 reference symbols (typically 2 hours)
- Run first AI takeoff against the trial project
- Confirm or correct ~100 detections in the review queue
Outputs by end of phase- Recognizer trained on the customer's primary trade-context (specific accuracy curves are shared under NDA, not as marketing claims)
- Symbol library populated with org-specific ground-truth
- First AI takeoff complete on the trial project
What slows it down- Highly-customized engineering symbols slow recognizer convergence (resolved with extra annotations or a custom symbol-set retraining job)
- Customer doesn't dedicate time for annotation review (resolved by lighter daily cadence rather than batch annotation marathon)
- Phase 3
Days 7–14
First production bid
OmniTakeoff CSM
- On-call for first bid (Slack channel + Zoom backup)
- Review final estimate before customer submits
- Capture wins / pain points for product team
Customer (estimating team)
- Run AI takeoff on the live bid
- Review confidence-gated queue for any flagged lines
- Generate proposal narrative + branded PDF
- Submit bid
Outputs by end of phase- First production bid submitted, defensible, traceable
- Customer + OmniTakeoff aligned on what worked + didn't
- Active-learning loop running on every detection going forward
What slows it down- Bid deadline forces shortcut — mitigated by parallel manual takeoff on first bid for safety net (we recommend this)
- Customer surprised by a feature gap — resolved by live workaround + roadmap commitment
- Phase 4
Days 14–60
Steady-state adoption
OmniTakeoff CSM
- Weekly 30-min check-ins for first 30 days, then biweekly
- Onboard additional estimators in the team
- Surface usage analytics + accuracy curves to estimating leadership
Customer (estimating team)
- Roll OmniTakeoff into 2–3 bids/week as primary workflow
- Continue annotating new symbol categories as encountered
- Train remaining team members (typical: 2 days each)
Outputs by end of phase- OmniTakeoff is the primary takeoff tool for the trade
- Recognizer accuracy meaningfully improved on production bids vs baseline
- Estimating-cycle time compressed versus the customer's documented pre-platform baseline
What slows it down- Adoption stalls when only the lead estimator uses the tool (resolved by team-wide training + leadership KPI ownership)
- Custom workflow assumptions revealed late (resolved by structured 30-day retro)
What we don't do
Three commitments that shape implementation
We don't pretend AI is plug-and-play
Day-1 accuracy on a freshly-onboarded customer's drawings is meaningfully lower than the post-active-learning steady state. The active-learning loop closes the gap over the first weeks of real bid work. Specific accuracy curves are shared with prospects under NDA rather than as public claims, because the right curve depends on the customer's drawing dialect — but we tell you the shape up front, because surprised customers churn.
We don't bill for onboarding
Onboarding, training, and the first 30 days of CSM hours are bundled into the platform fee. If we can't get you to first production bid, you shouldn't pay for the privilege of trying.
We don't disappear after kickoff
Weekly check-ins for 30 days. Biweekly for 60 more. Then steady-state CSM cadence. Slack channel stays open. The relationship is the product.
Ready to start?
Pilots are scoped + paid. No surprises.
We don't run free trials because that incentivizes the wrong implementation behavior on both sides. Pilot length, fee, and the success metric are agreed up-front in the pilot scoping call (typical scope is 4–8 weeks across 2–3 bids). We commit to a defined ROI; you commit to a defined scope. Apply with your team and primary trade.