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Transforming Operations: How Sangalang Development Services Streamlined Their Workflow with Automation

Nov 5

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Sangalang Development Services (SDS) turned hours of manual work into minutes with automation. As CEO Cecille Sangalang put it,


“I should have done this years ago. The automations are like support employees that free up my team’s time and boost morale.”

By streamlining reporting, proposals, and invoicing, they not only saved hundreds of hours every year but also improved client communication, compliance, and overall efficiency.


The Importance of Efficiency in Land Development


In the fast-moving world of land development and construction, time, precision, and transparency are everything. SDS understood this better than most. The company, led by owner & CEO Cecille Sangalang, manages complex land development and infrastructure projects across multiple states. Their work supports land developers and master-planned communities with a strong focus on organization, compliance, and site cleanliness.


Key Services Offered by SDS


SDS provides four key services:


  • Dry Utility Design and Coordination 🔗

  • Turnkey Stormwater Pollution Prevention (SWPPP) 🔗

  • Postal Pads and Cluster Mailboxes 🔗

  • Mowing and Site Maintenance 🔗


Each area involves detailed coordination between engineers, contractors, municipalities, and utility providers. This process depends heavily on timely and accurate communication.


The Challenge of Manual Processes


Until recently, maintaining that alignment came at a cost. Project managers were spending several hours each week manually preparing client status reports, gathering data from multiple systems, formatting updates, and sending them out by email. It was tedious, repetitive work that often pulled attention away from higher-value tasks like planning, coordination, and client engagement.


That’s where Trificient Digital came in.


The Challenge


Manual processes at SDS did not just consume time; they also created business ripple effects. These delays impacted billing cycles, slowed project approvals, and sometimes caused inconsistent communication with clients. These inefficiencies made it harder to maintain the high standards of service and compliance that define SDS.


SDS faced several connected challenges:


  • Manual report creation consumed hours per project every week.

  • Data inconsistencies arose because not all updates were reflected in Monday.com, their project management platform.

  • Client communication delays sometimes left stakeholders without the latest information.

  • Inconsistent visuals across reports reduced their professional polish.


Cecille and her leadership team wanted to make SDS a model of operational excellence and digital transformation within their industry. They envisioned an automated solution that would pull live data from Monday.com, transform it into clean, branded, and visually appealing reports, and make it available to clients instantly.


The Solution


Trificient Digital’s automation reduced report preparation time by more than 80%. This saved project managers several hours per project and cut operational costs significantly right from the start.


Trificient Digital partnered with SDS to design and implement a custom automated reporting system built specifically for their workflows.


Mapping the Workflow


We began by mapping how SDS used Monday.com, identifying what data mattered most, how project managers updated it, and what clients valued in their reports. Based on that, we built a secure, web-based tool that allowed project managers to generate high-quality reports instantly.


These reports combined:


  • Live data from Monday.com, ensuring accuracy and timeliness.

  • Consistent visual layouts featuring SDS’s branding and service categories.

  • Dynamic summaries showing milestones, risks, compliance notes, and next steps.


Project managers could review, edit, and approve reports online before sending them directly to clients with a single click. What once took hours now took minutes.


The Results: Higher Quality, Lower Cost, and Greater Transparency


According to Cecille,


“Our project managers now save at least 10 hours every week. They love having that time back to work on deliverables instead of status calls.”

The shift also changed the tone of client interactions.


“Our Teams calls have transitioned from updates to strategy and action items - much more productive and a better use of time,” she added.

Clients noticed the difference immediately.


“They love being able to access updates through our website and not relying on getting a hold of my PMs,” Cecille shared. This new transparency has improved relationships with existing clients and even helped SDS win new business faster.

Additional Benefits Realized


The new system delivered benefits far beyond time savings:


  • Operational costs dropped significantly, as manual preparation time was eliminated.

  • Report accuracy improved, encouraging project managers to maintain cleaner data in Monday.com.

  • Training time decreased, since new hires could quickly learn the simplified process.

  • Client satisfaction rose, thanks to more consistent, professional communication.


As Cecille explained,


“Our clients started commenting not just on how professional the reports looked, but how much more transparent and up-to-date they were. It made a real difference in how they perceived our operations.”

Taking It Further


Trificient Digital’s solution was built on a modular and scalable structure. This allowed SDS to expand the platform as their needs grew without reworking the entire system.


Direct Client Access to Project Data


After automating report generation, SDS and Trificient Digital took the next step: giving clients direct access to live project data.


We integrated the reporting system into a secure client webpage, where each SDS client could log in and view real-time project updates. No more waiting for emailed reports or scheduling long catch-up calls.


The impact was immediate:


  • Fewer update meetings as clients could self-serve status updates anytime.

  • More transparency through live dashboards and downloadable PDFs.

  • Stronger client relationships, built on visibility and trust.


Beyond Reporting


The success of SDS's automated reporting built confidence and momentum to expand automation into other key areas.


Real-Time Integration with QuickBooks


To make the process even more seamless, Trificient Digital implemented a real-time integration between Monday.com and QuickBooks. Now, when someone updates the status of a project in Monday.com, it automatically triggers the creation of a proposal or invoice in QuickBooks. There is no need to re-enter data or perform manual steps. Everything happens instantly behind the scenes.


Automating Proposal Generation


Trificient Digital next automated proposal generation for SDS’s Postal Services division, which coordinates with the U.S. Postal Service to install cluster mailboxes. Before automation, each proposal took hours to prepare. Now, they can generate complete, accurate proposals in minutes with consistent formatting and attachments.


Streamlining Invoice Generation


We then turned to invoice generation for SDS’s SWPPP (Storm Water Pollution Prevention Plan) and Maintenance divisions. The system now automatically compiles approved data, applies billing rules, and generates ready-to-send invoices with the right codes and compliance references. Accuracy improved, billing time dropped, and oversight became simpler.


Having a high volume of proposals or invoices makes this automation especially valuable. It eliminates repetitive manual work and ensures consistent accuracy across all transactions.


The Overall Impact


On average, SDS saved hundreds of staff hours per year. This translated into tens of thousands of dollars in labor savings and a measurable boost to overall profitability. The transformation was measurable:


  • Report generation time cut by over 80%

  • Proposal creation time reduced drastically

  • Invoice accuracy and consistency improved

  • Training costs dropped, as processes became intuitive and standardized

  • Client communication improved, leading to stronger partnerships and faster project approvals


These results did not just save money; they created a clear return on investment by allowing project managers to focus on delivering exceptional service rather than managing paperwork.


Why SDS Stands Out


SDS’s proactive approach to innovation sets them apart from many peers in the construction and land development space. While many firms still rely on manual processes, SDS has positioned itself as an industry leader by embracing automation to improve efficiency, compliance, and client experience.


Sangalang Development Services is more than a construction management company. It is a forward-thinking organization that uses technology to enhance service, compliance, and efficiency. Cecille’s leadership and her team’s commitment to innovation made this transformation possible. Their willingness to evolve long-standing processes demonstrates the kind of mindset that sets leaders apart in a competitive industry.


As Cecille shared,


“Trificient Digital didn’t just automate our workflows; they helped us rethink how we operate. Now, our systems work for us, not the other way around.”

Partnering for Innovation


At Trificient Digital, we’re passionate about helping clients focus on what truly matters: growing their business. Our goal is to deliver solutions that free teams from repetitive work while driving measurable ROI and lasting impact.


We’re proud to partner with innovators like SDS. Our mission is to help businesses reduce operational costs, improve accuracy, and achieve measurable returns on their digital investments. The SDS story proves that even traditional workflows can be transformed into efficient, modern systems that elevate both operations and client experience.


If your organization faces similar challenges such as manual reporting, scattered data, or compliance bottlenecks, Trificient Digital can help you create the same kind of transformation.

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