CASE STUDY

McGough Construction

Commercial construction

McGough had a Salesforce org its teams had stopped reaching for. Rebuilding it meant starting with the operational problems rather than the platform — and then putting enterprise AI in the hands of the field, not just the executive floor.

Industry Commercial construction
Company 60+ years, multi-region
Products Salesforce CRM, OpenAI / ChatGPT
Services Re-implementation, process design, AI enablement
Engagement Ongoing partnership
Adoption reversedUsage is growing on a system people choose to open, not one they are told to use
AI live org-wideChatGPT deployed across the company, field teams included
One project processDeal-winning and project execution joined by a single Project Launch Workbook
Evidence over instinctLeadership can read pipeline and performance without a manual exercise

Sixty years of relationships stopped being enough

McGough has built its business on people, reputation and repeat relationships. That still wins work. What leadership recognised is that it no longer wins it on its own — not against tightening margins, not against competitors moving faster, and not in a year when AI started changing what a bid team can do in an afternoon.

There was already Salesforce in the building. It had been configured around an idealised process rather than the one the business actually ran, so people worked around it, and the data thinned out until leadership could not trust what it showed. Re-investing meant finding a partner willing to ask why before prescribing anything, and willing to build with the culture rather than against it.

Four places the business could not see itself

  • Disconnected workflows. Projects, regions and teams each ran their own version of the process, with no shared standard to reconcile them.
  • No reliable pipeline view. Leadership could not assess where the business stood without a significant manual effort every time they asked.
  • A field team with reason to be sceptical. Anything that read as surveillance, or as a prelude to replacement, was going to be resisted. The tool had to give something back before it asked for anything.
  • AI without a framework. The tools arrived faster than any policy for them, creating enthusiasm and confusion at the same time.

Rebuild around the way people already work

Usability firstThe rebuild started from data entry and daily screens. Fewer steps, fewer required fields, and a layout matching the order people actually do the work.
One project launch processA Project Launch Workbook connecting deal-winning to project execution, so the handoff stopped being a re-keying exercise.
Problems before platformWe ranked the loudest operational problems first and only configured against the ones technology would genuinely solve.
AI as a company initiativeChatGPT rolled out for knowledge aggregation across the org, framed as support for judgement rather than a substitute for it.

What was hard

The configuration was not the difficult part. Convincing a 60-year-old organisation to try a system that had already disappointed it once was. The first version of anything we showed the field got measured against that memory, so early releases had to be small, visibly useful, and shipped where people could see them working before we asked for behaviour to change.

AI carried the opposite risk. Interest was high enough that the danger was a hundred private experiments and no shared approach. Framing the rollout as a company-wide initiative, with field teams invited to name their own use cases, mattered more to the outcome than any part of the deployment itself.

Adoption is growing because the system is useful

Salesforce usage is climbing, and it is climbing for the right reason — people are opening it because it helps, not because they were told to. That is the result the previous build never reached, and it is the one everything else depends on.

AI is no longer a leadership initiative. It is an organisation-wide conversation, with field teams actively bringing use cases forward. Leadership now reads pipeline and performance from the system rather than assembling a view by hand, which is a real shift from intuition-led to evidence-informed decisions. The cultural change — the hardest thing to move in an organisation this old — is likely to outlast every configuration decision in the project.

“We need partners who understand construction workflows, ask why before prescribing solutions, and align technology to business outcomes.”

McGough Construction leadership

What the AI rollout sets up next

  • The enterprise ChatGPT deployment is a live proof of how AI accelerates knowledge work at scale, rather than a pilot waiting on a business case.
  • Agentforce and field-specific AI use cases are actively scoped for the next phase, on a platform now carrying trustworthy data.
  • Because the field named its own use cases, the next wave starts with demand rather than a change-management campaign.

Clouds & products

Salesforce CRM
OpenAI / ChatGPT
Agentforce (scoped)

Highlights

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Products used

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