Installation contractor: weekly report from three sources
About this source
Gen8
Source: Installation contractor: weekly report from three sources
Managed AI service for SMEs. We set up, connect and manage; you stay in control.
© 2026 Gen8 VOF · Dutch Chamber of Commerce 92978789 · Delft
Evidence status
Status: not yet approved for publication. Results on this page are only included with the customer's approval.
Starting point
Where it began
The pattern described by this case: three systems describe the same work from different angles. Planning says what was supposed to happen, time tracking what was done, invoicing what was charged. Anyone making a weekly overview exports all three and compares them — then spends most of the time explaining the differences.
What makes automation tempting is also what makes it dangerous here: a system that combines the three sources into one tidy number removes exactly the information the overview was meant to provide.
Approach
What we built
This type of workflow reads the three sources, compiles the overview and keeps the differences separate. The report has two parts: the figures the sources agree on, and a list of items where they diverge — with each source's value and a reference to the underlying record for every item.
That second list is the real product. A difference between planned and recorded hours is a signal about the work, not a report error. It should reach the work planner instead of disappearing into a total.
Control
Where people stayed involved
The workflow is read only. Nothing is changed in any of the three source systems; the report is derived and makes no corrections to the records. Resolving a difference remains human work, in the system where it belongs.
For each run, the log records which sources were read and when. This makes a report traceable: a figure that differs from what someone sees in a source system is almost always due to a different reading time, and without that detail the discussion goes on for a long time.
The underlying workflows are described under the weekly operations report and compiling management reports, with sector context under construction and logistics. Other cases follow the same structure.