Procurement workflows
Connect quotes, purchase orders, vendor communication and delivery tracking in one workflow.
Enterprise
A team of engineers embedded in your practice.
Our forward-deployed engineers work directly with your designers, procurement leads and operations staff. We learn how your team works, build the software alongside you, and support it in daily use.
For design studios, architecture firms, procurement teams and furniture manufacturers.
Working alongside your team
How we work together.
We embed a team of forward-deployed engineers in your practice. You bring the design and operational knowledge; we bring the people to build and support the software.
An example engagement: connecting quotes, approvals and schedules.
01 / Understand
Supplier quotesPrices & lead times
Your scheduleProducts & quantities
Team conversationsChanges & approvals
We map the handoffs togetherOne agreed workflow
Start with the work that slows your team down.
- Your team
- Walk us through a live project, the documents you use and where work gets held up.
- Our engineers
- Our engineers work with your staff to understand the handoffs, agree on the first problem to solve and define what a useful result looks like.
What your team gets
A clear first build, shared priorities and an engineering team that understands your work.
02 / Build together
Your designersTry it on a real project
Casa engineersBuild, test and refine
Working software → Team feedback → Next version
Built with your teamA workflow you can try
Build with the people who will use it.
- Your team
- Try early versions with your own project information and tell us what needs to change.
- Our engineers
- We connect your tools and build working software in short cycles. You work directly with the engineers making it.
What your team gets
Software shaped by your team’s feedback before it becomes part of everyday work.
03 / Launch
Your project workspace
Supplier quoteSource attached
Price changeReady for review
Schedule updateAwaiting approval
Your team makes the final call.
Supported rolloutTraining + a team to call
Bring the system into daily work.
- Your team
- Choose who starts using the system, review the work and help shape the rollout.
- Our engineers
- We help move the agreed information, train your team and support the first projects using the system.
What your team gets
A workflow your team knows how to use, with support from the people who built it.
04 / Keep improving
01
Listen to your teamWhat is working? What gets in the way?
02
Improve the systemFix issues and refine the workflow.
03
Plan the next buildChoose the next priority together.
Ongoing partnershipYour practice owns the system
Stay close as your practice grows.
- Your team
- Share feedback, flag new needs and decide which improvements matter most.
- Our engineers
- We maintain the system, resolve issues and build the next improvements with your team.
What your team gets
A system that can evolve with your practice, with continuity from your engineering team.
We agree on the team, scope, working rhythm and support with you before starting.
Built around your team
Connect the work between your tools.
Your embedded engineering team builds around the tools, documents and decisions your practice already relies on.
Specs and schedules
Turn product links into spec lines. Create InDesign, PDF and Google Sheets outputs with budgets that stay in sync.
Custom integrations
Connect Revit, AutoCAD, SketchUp and Adobe tools with your ERP and accounting systems.
Studio tools and AI
Build client approval portals, product matching and drawing intake tools around your practice.
Example workflows
What this can look like in your practice.
Interior design
Product links to spec lines
A spec intake pipeline standardizes product details as they arrive, ready for your FF&E schedule.
Hospitality
One shared FF&E schedule
Bring separate trackers together so procurement, ownership and site teams work from the same information.
Architecture
Revit to spec book
Carry model changes into spec books so drawing updates and documentation stay connected.
Illustrative workflows based on composite engagements. Ask our team for live references.
Let's talk
Bring us the workflow that slows your team down.
Start with a thirty-minute conversation about your team and its work. We’ll discuss where to embed our engineers, what to build first and how we’ll work together.
Contact our team