Client Story: Automated Logic Corporation

Introduction to Automated Logic

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Automated Logic is a leading HVAC building automation and controls contracting company.
We specialize primarily in new installations and modification construction projects, delivering advanced building automation solutions to our customers.

Our operations are primarily based in North America and Canada, with additional work through strategic accounts conducted overseas.

Challenges Before Implementing Cora

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As our company experienced significant growth, it became increasingly difficult to standardize and align processes across our expanding organization. Before adopting Cora, there wasn’t a single, consistent way of managing key workflows and operations.

Implementing Cora gave us the opportunity to clearly define our core processes and roll them out across our field organization. Operating across multiple branches and regions, having one unified system and platform—where processes were well-defined and consistently applied—allowed us to drive true standardization throughout the company.

Streamlining Forecasting and Financial Consolidation

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As part of a large corporation, we need to consolidate and roll up monthly forecasts against our annual plan. Cora has been instrumental in simplifying that process.

It enables us to bring together data from both large and small projects across hundreds of branches into a single, unified forecast. From individual project managers—each handling 10–15 projects—to over 200 managers across the organization, Cora helps us consolidate everything into one financial snapshot.

This gives us a clear view of expected monthly revenue and margins, making forecasting faster, easier, and far more accurate.

Supporting Scalable Growth

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We implemented Cora over five years ago, when our business was about half the size it is today. Initially, we onboarded each branch gradually. As the company grew—both organically and through acquisitions—Cora scaled effortlessly alongside us.

The system allowed us to manage a growing number of projects, integrate new branches seamlessly, and continue operations without disruption. Cora’s flexibility made it easy to configure and expand as our needs evolved, ensuring business continuity even during rapid growth.

Partnership and Ongoing Support

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Across our organization, we use many different systems—but Cora consistently stands out as a favorite. The Cora support team has been exceptional: highly responsive, knowledgeable, and consistent.

We’ve worked with the same dedicated experts since implementation, and they’ve developed a deep understanding of our business. Their ability to help us configure and refine the platform to meet our evolving needs has been a major contributor to our success.