How long does it take to run the audit?

Most operators complete a full audit in 3–5 hours of work spread across a week, depending on how organized your contracts and licenses are.

Do I need to invite my team to use it?

No. The pack is designed for a single operator (owner, COO, or consultant) to run on behalf of the company.

Will the output tell me which tools to buy?

It tells you what to replace and in what order. For evaluating specific vendors, use Pack 03.

What if my stack is mostly spreadsheets?

Even better — the audit will surface where structured tools will pay back fastest. Pair with Pack 04 for migration.

Pack 01 · Diagnostic

Construction Tech Stack Audit

Name: Construction Tech Stack Audit
Brand: Keystone Operating Partners
SKU: KOP-PACK-01
Price: 149 USD
Availability: InStock

A consultant-grade construction technology audit you can run yourself — diagnose your current software stack, eliminate redundant tools, and get a prioritized 90-day replacement roadmap.

Claude ProClaude TeamClaude Max

Instant download · Works with Claude Pro, Team & Max · 30-day guarantee

The Problem

Why operators buy this pack.

01
Your team is running 6–10 disconnected tools — estimating in Excel, PM in Procore, accounting in QuickBooks, scheduling somewhere else — and none of them talk to each other.
02
You're spending $2K–$5K a month on software and you can't tell which licenses are actually being used in the field.
03
Every new hire learns a slightly different version of the workflow because nobody owns the stack.
04
You've tried to fix it twice and both times the project died because nobody had the bandwidth to run a real evaluation.

This pack gives you the exact diagnostic frameworks Keystone uses with clients — so you can run the audit yourself in a week, not a quarter.

What's in the Pack

6 components. One outcome.

Current State Mapping Skill

Inventories every tool, license, owner, and integration in one structured view.

Gap Analysis Generator

Surfaces missing workflows between estimating, ops, accounting, and the field.

Redundancy Identifier

Flags overlapping tools and duplicate data entry across departments.

Prioritized Replacement Roadmap

Sequences what to replace first based on cost, risk, and adoption friction.

Tool Evaluation Criteria

Construction-specific scoring template for any future software decision.

90-Day Action Plan Template

Owner-by-owner execution plan with weekly milestones and decision gates.

6 components · Instant download

How to use this pack

Install. Input. Output.

Step 01 — Install

Upload the skill file to Claude using the Projects feature. Takes under 5 minutes.

Step 02 — Input

Paste in your situation using the included input template. No technical knowledge required.

Step 03 — Output

Claude returns a structured, consultant-grade deliverable you can act on immediately.

Sample Output

What you actually get back.

Input

We use QuickBooks, Procore, a custom Excel estimating sheet, Buildertrend for some jobs, and our PMs all have their own systems. We're spending about $3,200/month on software and I don't think half of it is being used.

Output

STACK AUDIT — SUMMARY
• Active tools: 5 · Estimated monthly spend: $3,200
• Redundancy risk: HIGH (Procore + Buildertrend overlap in scheduling, dailies, RFIs)
• Critical gap: No single source of truth for job cost vs. budget

PRIORITY ACTIONS (next 90 days)
1. Consolidate field PM onto Procore. Sunset Buildertrend by day 60.
   → Est. savings: $480/mo. Owner: Director of Ops.
2. Replace Excel estimating with structured tool (see Pack 03 evaluation).
   → Risk: medium. Owner: Lead Estimator.
3. Connect Procore ↔ QuickBooks via native integration. Eliminate duplicate
   AP entry. Owner: Controller. Target: day 30.

DEFERRED
• PM-personal systems → address after Procore consolidation lands.

Actual output format. Content varies based on your inputs.

Who this is for

Built for three operators.

Persona 01

Owner-Operator

Pain

Knows the stack is bloated but doesn't have time to fix it.

How this helps

Run the audit in a week and hand the roadmap to ops.

Persona 02

Operations Manager / COO

Pain

Inherited the chaos and needs a defensible plan to clean it up.

How this helps

Produces a board-ready memo with clear sequencing and savings.

Persona 03

Technology Consultant

Pain

Needs a repeatable diagnostic framework for construction clients.

How this helps

Drop-in skill that runs the audit consistently across engagements.

Everything included

No upsells. No add-ons.

Claude skill file (one-click install)
Step-by-step installation guide (PDF)
Current-state intake template
Sample diagnostic output
90-day action plan template
Free updates for 12 months

Get the Pack