Broccolini Cuts Reporting Time by 28% with One-Click Dashboards

Client: Broccolini Construction
Industry: General contractor — residential, industrial, commercial
Region: Montreal, Toronto, Ottawa

“Each project is almost like its own little company. With Premier, we select the job and have receivables, payables, holdbacks, profitability, and access in one place.”

Broccolini runs complex, multi-market projects and needs finance-grade visibility at both the job and leadership level. By moving to Premier Construction Software, the team now monitors gross margin and revenue-per-employee in real time, standardizes job-level accountability, and refreshes executive views with a click, eliminating recurring rebuilds and integrity issues.

Broccolini is a third-generation, fully integrated real estate company that invests, develops, builds, and manages across Canada—offering end-to-end delivery from capital raise to property management. Core sectors span industrial, commercial/office, and residential (high-rise and mixed-use).

Founded in 1949 by Donato Broccolini and grown through successive generations, the firm marks 75+ years of continuous operation and a people-first culture grounded in long-term partnerships.

Broccolini operates from offices in Montreal, Toronto, and Ottawa, supporting projects nationwide.

• Cumbersome, expert-only legacy system. Prior platform “wasn’t very user friendly”—teams had to “know the kinks” to enter costs or pull reports.
• Month-end blindspots. Issues could hide until close; the team needed live actuals to catch overruns and change-order impacts before month-end or quarter-end.
• Recurring manual rebuilds & distribution overhead. Monthly financial packs required assemble → integrity review → executive distribution; leaders wanted one-click refresh instead.
• Data-integrity risk from copy/paste. Static exports into Excel introduced formula/link errors; finance wanted models tied to source data.
• AP control & auditability. Duplicate-invoice prevention and a full audit trail (“who did what, when”) were essential to avoid double pays and speed investigations.
• Job isolation at scale. PMs needed each project to function like its own mini-business—AR, AP, holdbacks, profitability, access—so finance could hold teams accountable without system-hopping.
• Security & governance expectations. Leadership required enterprise-grade protection and confidence that financial data is properly secured.
• Fragmented ops stack. Alongside Premier, teams also touch Concur, Procore, and ADP; finance needed a strong financial system of record that plays well in this ecosystem.
• Scale from job to corporate views. Leaders wanted consolidated, corporate-level visibility—without recreating reports each cycle.

Broccolini’s legacy setup demanded “power users” to get basic reporting done, created month-end blind spots, and relied on copy/paste workflows that risked errors and rework. AP controls weren’t airtight, governance needed to scale, and PMs lacked an intuitive, job-as-a-business view—while finance still had to rebuild and redistribute executive packs each cycle.

Moving to Premier meant replacing manual, error-prone processes with a single, finance-grade system that (1) surfaces live KPIs (gross margin, revenue per employee) daily—not just at close, (2) enforces controls like duplicate-invoice prevention and audit trails, (3) gives PMs a true job-level command centre (AR, AP, holdbacks, profitability), and (4) turns monthly rebuilds into one-click refreshes via OData/Power BI. In short: faster, cleaner decisions; stronger controls; and time back every period.

1) Real-time, job-level control

The Job Dashboard centralizes AR, AP, holdbacks, and profitability for every job. Finance can see what is outstanding, whether vendors are being paid on time, and where cash flow needs attention. PMs are accountable to the same source of truth.

"It’s the one area to get all the information for your project… Receivables, holdbacks, vendor timing — everything at the job level".

2) Forecast accuracy and faster decisions

The Job Forecast Report tracks actuals, commitments, and change orders at a cost-item level. Teams can drill down instantly and update anticipated costs to reflect expected savings or overages. Red flags surface as they happen, not at month-end.

"We don’t have to wait for month end… We see exactly where we stand and can address issues as soon as they become apparent".

3) Data integrity by design

Premier prevents duplicate vendor invoices, maintains a real-time audit trail of who did what and when, and enforces granular role-based access. Only authorized accounting users can post invoices, and PMs see only the jobs they should. This protects cash and reduces risk.

"It won’t allow two invoices with the same vendor and invoice number… and the audit trail tells you exactly who did what, when".

4) Reporting at the push of a button

Using Premier’s OData Excel plug-in, Broccolini built custom financial statements and operational dashboards that refresh with a click, removing copy-paste errors and reviewer rework. The team uses this daily and has expanded into Power BI so executives can consume metrics in their preferred format.

"We created our financial statements with the OData plug-in… end of month we refresh and get them at the push of a button".

5) Executive-ready views with Power BI

Starting in Q4 2024, Broccolini connected Premier to Power BI through OData to publish tailored dashboards, like labor utilization by project versus budget, that auto-refresh while preserving data integrity. This eliminated recurring manual report builds and sped up distribution to leadership.

"When we mark something as urgent, I know we’re getting a call that day… The support team is excellent."

See the full conversation with Carlo here.