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Architecture, Engineering, and Construction (AEC) Consulting

Helping AEC firms leverage Microsoft technology to modernize how they pursue projects, collaborate, and grow.

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Transforming the Way Architecture, Engineering, and Construction Firms Work

Architecture, engineering, and construction (AEC) firms operate in an increasingly competitive environment where client expectations are rising, project complexity is growing, and teams are being asked to do more with less. Success depends on strong relationships, data-driven decision-making, efficient operations, and the ability to leverage organizational knowledge effectively.

As Microsoft AEC consultants, C5 Insight partners with AEC firms to strengthen client engagement, improve document management, modernize business technology, and adopt AI with confidence. By aligning strategy, technology, data, and people, we enable lasting AEC digital transformation.

Common Challenges Facing AEC Firms That We Help Solve

Fragmented Document Management

Project documents, drawings, proposals, and supporting files are often scattered across file shares and email, making it difficult to collaborate and access current information.

Disconnected Business Data

As AEC firms grow, business information becomes increasingly fragmented across departments and systems, limiting visibility into performance, revenue forecasts, and future growth opportunities.

Unlocking Organizational Knowledge

AEC firms rely on decades of project experience and technical expertise, but that knowledge is often spread across people and disconnected systems, preventing firms from fully leveraging it.

Inefficient Pursuit Management

As pursuits become more competitive and complex, AEC firms need better ways to coordinate teams, centralize information, and manage the pursuit lifecycle.

Limited Relationship Visibility

Long project lifecycles and repeat business make maintaining visibility into client relationships, project history, and interactions increasingly difficult as firms grow.

How We Partner with AEC Firms

We work alongside architecture, engineering, and construction firms to improve client engagement, modernize business processes, unlock the value of data, and accelerate AI adoption through people-centric, business-focused solutions.

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Digital Strategy & Roadmaps

Customer Engagement (CRM)

Modern Workplace

Copilot & AI Agents

Business Process Automation

Data & Analytics

Change Management

Digital Strategy & Roadmaps

Successful transformation starts with a clear plan. We work with AEC firms to assess current processes, technologies, and business objectives, then develop strategic roadmaps that align technology investments with long-term growth and operational goals.

  • CRM Strategy & Assessment
  • AI Readiness Assessments
  • Digital Transformation Roadmaps
    • AI Roadmap
    • Dynamics 365 Roadmap
    • Microsoft 365 Roadmap
    • Power Platform Roadmap
  • Technology Selection & Planning
  • Data Strategy & Governance

 

Customer Engagement (CRM)

Strong relationships are the foundation of every successful business. We help AEC organizations create a connected view of clients, partners, pursuits, and projects to improve collaboration, strengthen business development efforts, and deliver exceptional customer experiences.

 

 

Microsoft Modern Workplace

Create a connected digital workplace environment that engages employees, improves collaboration, and makes organizational knowledge easier to find and share with Microsoft 365.

 

Copilot & AI Agents

In AEC, AI is transforming how organizations access knowledge, support employees, and improve decision-making. We help firms deploy Microsoft Copilot and AI agents to increase workforce productivity, streamline operations, and scale expertise across the business.

 

Business Process Automation

Manual processes and disconnected systems slow growth and create inefficiencies. We help AEC firms streamline workflows, reduce manual workflows, and increase operational efficiency with intelligent automation solutions.

  • Power Automate Solutions
  • Workflow Automation
  • Process Optimization & Redesign
  • Document & Approval Automation
  • System Integration Solutions
  • Custom Development

 

 

Data & Analytics

Data should empower decision-making, not create complexity. Our data and analytics services help AEC organizations transform data into actionable insights that support strategic growth and operational excellence.

  • Power BI Dashboards & Reporting
  • Executive Reporting & KPIs
  • Revenue & Pipeline Forecasting
  • Data Integration & Consolidation
  • Analytics Strategy
  • Data Governance

 

 

Adoption & Change Management

Technology investments deliver value only when people adopt them. Our technology change management expertise help organizations maximize user engagement and long-term success.

  • Organizational Change Management
  • Stakeholder Engagement
  • User Adoption Planning
  • Training Strategy & Development
  • Internal Communications Planning

 

 

 

Turnkey Solutions Built for AEC

Standardize Project Delivery and SOP Management with Microsoft 365

PMO 365: Standardize Project Delivery Across Your AEC Firm

Bring project documents, communication, governance, and reporting into a Microsoft 365-powered project management office (PMO) built around the way AEC teams operate. PMO 365 helps firms improve project coordination while giving leaders greater visibility across your portfolio.

Key Features

  • Templatized client and project workspaces
  • Centralized document management
  • Internal and external collaboration
  • Cross-project visibility and reporting
  • Security-trimmed access

 

Learn More

SOP 365: Make Critical Processes Easier to Find and Follow

Centralize standard operating procedures, policies, templates, and institutional knowledge in an organized, searchable Microsoft 365 portal built in SharePoint. Help employees access current SOPs, follow consistent processes, and retain knowledge as teams change.

Key Features

  • Centralized SOP library
  • SOP templates
  • Role-based access
  • Version control and approvals
  • Automated reminders to review, update, and acknowledge SOPs

 

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C5 Insight is a proud member of the Control System Integrators Association (CSIA)

As a member of the Control System Integrators Association (CSIA), C5 Insight is committed to industry best practices and operational excellence. For AEC firms, that means partnering with a team focused on delivering successful technology initiatives and measurable business results.

“C5 Insight helped us successfully implement a new SharePoint environment and automated controls for our SOPs and templates. What sets them apart is their ability to listen first, connect people, processes, and tools, and apply deep Microsoft expertise to create practical, long-term solutions. They exemplify their LUCK principle in everything they do.”

Chief Executive Officer | SkyIO

“C5 Insight understands business – not just technology – and knows how to work with leaders and users to deliver lasting change.”

Chief Executive Officer | 14,000 Employee International Agricultural Products Manufacturer

“C5 Insight tailored the methods used to gain knowledge of our company’s infrastructure and business use of SharePoint with their unique LUCKstorming process. They delivered a comprehensive strategic quickly and cost effectively.”

IT Director | 6,400 Employee Paper and Packaging Manufacturer

“I was jokingly telling our folks that I felt as if I had been through an interrogation session, but please take that as a compliment! It speaks highly of a core competency your team possesses. Thoroughness, efficiency and honesty are extremely valuable to us.”

Chief Information Officer | 7,200 Employee City Government

“When we launched our CRM project, we were well aware of the high failure rates experienced on these kinds of initiatives. C5 Insight’s team came alongside of Nomacorc to deliver a long-term roadmap, technical project implementation, and aided our leadership team in identifying and overcoming obstacles.”

Vice President, Global Sales | $130 million Industrial Manufacturing Company

Ready to Transform Your AEC Firm? Connect with C5 Insight

Are you ready to modernize the way your firm engages clients, empowers employees, and leverages data? Our team works alongside AEC organizations to develop proven strategies and technology solutions that drive measurable business outcomes.

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Digital Transformation Powered by LUCK™

LUCK is more than a clever acronym; it's C5 Insight’s proven methodology for aligning your people, processes, and platforms to drive measurable progress.

Powered by LUCK™ is how we do what we do at C5 Insight: accelerating business results through people-centric, AI-powered digital transformation.

Listen

Capture feedback from employees and leadership through structured interviews, surveys, workshops, and ride-alongs.

Understand

Analyze what's heard to identify gaps, address pain points, and suggest solutions that align technology with business goals. 

Connect

Connect people with platforms and processes that build user buy-in to ensure meaningful engagement and drive adoption.

Know

Put knowledge into action, sharing the results and giving your people a voice to continuously improve the score together.

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