Pontem helps growing organizations centralize information, streamline workflows, and transform data into actionable insights
Your data lives in spreadsheets and disconnected systems.
Systems don’t work together, creating inefficiencies.
Too many processes rely on repetitive, manual work.
You keep thinking there has to be a better way.
Growth is exposing limitations in existing processes.
Too much knowledge lives with too few people.
Pontem helps organizations improve visibility, reduce manual effort, and work more efficiently by improving how information is managed and flows through your organization.
Clear visibility helps leaders make better decisions with greater confidence.
A strong foundation ensures information is accurate, accessible, and consistent across the organization.
Better workflows reduce administrative burden, improve consistency, and help organizations scale.
Technology is only part of the solution. Choosing the right partner matters just as much.
RESPONSIVEWhen clients need support, they don’t want tickets disappearing into a queue. Pontem is known for being highly responsive, thoughtful, and skilled at navigating complex issues.
PRACTICALWe focus on solving business problems, not implementing technology for technology’s sake. Solutions are right-sized to your goals, budget, and organizational maturity.
FLEXIBLEEvery organization operates differently. Rather than forcing you into rigid software, we build solutions that reflect how your organization actually works.
While every organization is unique, the challenges we solve are often similar. Pontem works with organizations that create value through the coordination of people, information, and work, with particular expertise in the industries below.
Mission-driven organizations face unique challenges around accountability, reporting, governance, and demonstrating impact
Operational success depends on effectively managing people, projects, assets, and information across complex environments.
Professional service firms succeed by maximizing the value of their people, expertise, client relationships, and billable work.
I get a lot of value from the relationship and have built a lot of trust in them as business partners.
Thanks to Pontem Innovations’ efforts in the project the company realized several areas where they can use data effectively. The workflow consisted of weekly reports that the company thought was effective.
Founder, Pyxis
Operational reporting was fragmented and difficult to access.
Centralized reporting environment and executive dashboards.
Improved visibility into business performance and faster decision-making.
Exposure hours and revenue data were spread across multiple systems.
Unified reporting and operational intelligence platform.
Better operational visibility and reduced reporting effort.
Budgeting and forecasting processes were highly manual.
Custom forecasting and reporting solution.
Reduced administrative effort and increased planning capacity.
New Systems. New Data Needs. Limited Reporting Visibility.
ParklandGEO had implemented Aimsio as their project management and invoicing system, centralizing their field tickets, project information, and billing workflows. But once the system was in place, a new challenge emerged: how do we turn all this data into clear, meaningful, real-time reporting?
ParklandGEO needed reporting tools built for the way they operate and the vision they already had — not generic dashboards or one-size-fits-all solutions. That’s where we came in.
Custom Power BI Reporting Built for Engineering Operations.
To transform their Aimsio data into meaningful insights, ParklandGEO partnered with Pontem Innovations to develop fully customized Power BI reports tailored to their operations — including a WIP Report and a Ticket Breakdown Report built for the Insights Module.
They came into the engagement with a clear vision, providing high-level mockups of what the ideal reporting experience should look like for ParklandGEO’s teams. These mockups became the blueprint for the collaboration. Pontem’s process involved:
“Working with the team at Pontem was great. I like the weekly meetings that we had — kept things on track.”Jennifer Baker, Controller at ParklandGEO
Automated Reporting. Faster Insights.
ParklandGEO’s new reporting suite transformed what was once a time-consuming, manual process into a streamlined, automated system. Aimsio data is now structured, refreshed, and visualized. The result is operational clarity: faster decisions, greater accuracy, and a stronger understanding of project performance across the organization.
Rather than building internal Power BI capacity requiring extensive time, training, and trial-and-error, ParklandGEO chose a direct path to expertise.
“We didn’t have any expertise with building the Microsoft BI reports. We would have probably spent way more money internally trying to figure out how to do it. So why not just go to the experts and use Pontem?”Jennifer Baker, Controller at ParklandGEO
Beyond the dashboards themselves, the partnership gave ParklandGEO increased confidence, reduced operational strain, and sustainable reporting capacity for the future.
High-Volume Data. Manual Processes. Limited Visibility.
Terracon’s growing operations generate substantial volumes of labor, project, and billing information across multiple systems. Much of this data lived in disconnected locations — Aimsio, Excel, and manual spreadsheets — creating significant challenges for timely analysis and cross-departmental visibility.
“We have a lot of data everywhere and don’t know what to do with it… we didn’t have the person in place to put everything together.”Dave Hanlon, Controller at Terracon
Pontem Innovations developed an integrated reporting system that consolidates Terracon’s Aimsio data into a single, accessible, automated source of truth through Power BI.
Automated Exposure Hours Reporting
Project Revenue Report
A transformative tool offering immediate insight into revenue drivers, labor mix, project performance, and anticipated month-end outcomes — enabling weekly review and proactive issue resolution.
“You’ve supercharged our whole company in terms of using Aimsio for what it could be.”Dave Hanlon, Controller at Terracon
Visibility. Precision. Control.
“Everyone’s buy-in to using Aimsio to bill out of it wouldn’t have happened without the tool you built.”Dave Hanlon, Controller at Terracon
Terracon’s transformation lays the groundwork for future growth — Aimsio-first automated invoicing, expanded forecasting, enhanced PM dashboards for field operations, and internal capacity-building to create smaller reports independently.
Big Mission. Outdated Tools.
As a nonprofit, managing financial resources is critical — especially during times of inflation and high vendor costs. Civida closely monitors its budget and forecast for each of its 1,420+ sites every month, with the Finance and Property Management teams working as a united team.
As Civida continues to grow in sites and tenants, expanding their impact across the province, leadership identified a need to streamline budgeting and forecasting by automating steps that save significant time and energy.
Custom-Built Forecasting.
Pontem Innovations created a customized Forecasting Tool that automatically pulled data from Yardi, their off-the-shelf property management system. It enabled Property Managers to enter forecasted amounts by GL code for the remaining months of the fiscal year, with the flexibility to straight-line the remaining budget or enter one-time expenses in the month they’re expected to occur.
Faster. Smarter. Stronger.
Civida saved significant time by no longer having the Finance and Property Management teams pull three Yardi reports per site per month (upwards of 80 reports monthly). Property Managers were empowered with a modernized Power Platform tool to input forecasts, with data stored in a database rather than large, error-prone spreadsheets. When changes are needed they’re much easier to make — with the impact to the site’s budget, the division’s budget, and the whole organization’s budget automatically apparent in a robust dashboard.
This new time and energy can now be spent analyzing and strategizing on how to help Civida’s beneficiaries more, instead of tinkering with data. Building capacity leads to empowered teams and brighter ideas for the future.
Confidence at Every Level.
With forecasting transformed, Civida is now turning to Executive and Board Reporting — confident that customized tools can continue to deliver accuracy, efficiency, and the capacity to better serve their 15,000 tenants.
Every engagement starts with a conversation. Tell us about your challenges, and we’ll help you identify the most practical path forward.
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