Cirface · field to boardroom · sheet set 2026

Operations consulting · construction and real estate

From the job site to the boardroom, one view of the work in Asana.

Fig. 00 — operating diagram Not to scale
Procore
SEAO · Merxtender portals
HubSpot
{{ flowDotTop }}{{ flowDotMid }}{{ flowDotBot }}
Asana One source of coordination
{{ flowDotOut }}
monitoring Executive dashboards live, not assembled
A — field systems B — coordination C — boardroom
Sheet S-00 · Title Scale — one view Issued for — operations 2026-08

Trusted by a global commercial real estate firm, a national general contractor and franchise builders across North America.

Ed Brunet JLL Radiance Holdings Cadillac Fairview
S-01 Existing conditions

The information exists. It just lives in five places.

Most firms we meet aren't disorganised. They've outgrown the way their tools talk to each other, and people are covering the gap.

construction

On the ground

Project data gets keyed into Procore, then keyed again into whatever the office uses to track it. Tender portals get checked by hand, and estimators spend afternoons qualifying bids the firm was never going to win. The people closest to the work spend the least time on it.

monitoring

In the boardroom

Status updates arrive as decks and emails, assembled by hand from a dozen sources. Leadership sees a portfolio in slides, not in real time.

< 1 in 5

active projects were reporting status at a global real estate firm, before the engagement.

Most

of a project manager's week went to meetings about progress rather than progress itself.

Firms that build the physical world shouldn't run on copy and paste.

S-02 General notes — the guide

We’ve been in the bid meeting and the Monday deck review.

Cirface is an Asana solutions partner that connects construction and real estate operations, from field tools like Procore to the dashboards leadership runs on. We have spent years inside these workflows as an Asana Platinum Solutions Partner and Partner of the Year for the Americas, and we build the integrations ourselves rather than handing you a diagram. We work with firms across Canada and the United States.

Works with Procore HubSpot Zapier Microsoft 365 Google Workspace
S-03 Detail drawings — three connected workflows

Three ways construction and real estate teams run on Asana.

Every engagement starts with the workflow that costs you the most. These are the three we build most often in this vertical.

01.

Procore stays the system of record on site. Asana becomes the system of record for everything around it.

How the Procore-Asana integration works

Projects created in Procore appear in Asana automatically, with the fields the office cares about: client, phase, key dates, project lead. Updates flow one direction so nobody argues about which copy is right. Internal work that Procore was never built for, such as procurement follow-ups, subcontractor onboarding and internal approvals, gets tracked in Asana against the same project, so a project manager sees the whole picture without leaving one screen. The same pattern works upstream: for firms where projects start as deals, a signed agreement in HubSpot can create the full Asana project on its own, from the correct template, with owners and dependencies already in place.

What changes: the internal team stops re-entering project data, and the office stops asking the field for updates it can already see.

Procore dashboards on desktop and mobile
Fig. 01 — every location is a project

02.

Find the right tenders early, decide fast, and stop losing afternoons to the wrong ones.

Firms comparing construction bid management software often want the workflow more than another login. This builds it into Asana, the platform the office already runs.

How automated bid management works in Asana

Public tender platforms such as SEAO, Merx and CanadaBuys are monitored continuously. New postings that match your criteria land in an Asana intake queue with the qualifying details already extracted: scope, location, closing date, estimated value, mandatory requirements. An estimator reviews the summary and makes the go/no-go call in minutes. Bids that pass move into a standard pursuit workflow with owners, deadlines and a committee review built in. Bids that don't are archived with the reason, so the firm learns what it says no to.

What changes: the team qualifies more opportunities in less time, and the ones it pursues get full attention.

Estimators reviewing a site plan
Fig. 02 — go / no-go in minutes

03.

Leadership sees the portfolio in a dashboard, not in a deck.

Much of what firms shop for in real estate portfolio management software is really the reporting layer. This builds that layer on Asana, above the systems already in place.

How portfolio reporting works in Asana

Every project starts from a template that already carries the structure the business expects, with short tutorials built into the project itself so new team members learn the method as they work. Status rolls up from those projects into executive dashboards and portfolio reports without anyone assembling them. Above the projects sits a goals hierarchy that ties day-to-day work to the firm’s multi-year strategy, so a leader can trace any initiative from the boardroom objective down to the task and back.

What changes: meeting time shifts from reporting progress to deciding what to do about it. Leaders trust the numbers because they didn’t pass through six inboxes on the way.

Leadership team working around one table
Fig. 03 — one table, one number set
S-04 Method statement

Three steps, no big-bang rollout.

Map the workflow that costs the most

A short discovery working session with your ops and leadership teams to pick one workflow and define what "working" looks like.

Build and connect it, one quarter at a time

We scope quarterly priorities, build them with your team in the room, and measure the result before moving on. Integrations are tested with your data before anything goes live.

Run it with support behind you

Most clients move into an ongoing monthly partnership so the operating model keeps pace as the business changes.

No long-term commitment to start. Your data stays in your systems. Nothing ships without your sign-off.

The other option is another quarter of tenders qualified by hand and another year of status decks nobody quite trusts.

Book a connect call
S-05 As-built records

How leading firms use Asana to connect work.

CS-01

Construction

Ed Brunet

Their bid triage, committee prep and project setup used to run on inboxes and spreadsheets alongside Procore. Six quarterly priorities were scoped and all six delivered, with a seventh added on top. Estimators now spend their recovered hours on bids worth winning, and Procore and Asana finally agree on what's happening.

CS-02

Global real estate

JLL (Jones Lang LaSalle Incorporated)

Their finance and transformation teams needed one way to run projects and one place to see them. They now start every project from a shared template library, report to leadership through live dashboards, and connect daily work to a 2030 strategy through a single goals structure. The engagement grew into an ongoing monthly partnership.

CS-03

Franchise real estate

Radiance Holdings

Two franchise brands, dozens of new locations a year, each one a real estate and construction project in its own right. A countersigned agreement in HubSpot now creates the full Asana project automatically from a 200 to 300 task template, dependencies keep the schedule current when a milestone slips, and leadership tracks plan-versus-actual across every location from one dashboard.

Read the Radiance story arrow_forward
Read the full case study
S-06 RFI log — frequently asked questions

Frequently asked questions.

RFI-01

Is Asana good for construction project management?

Yes, when it sits in the right place. Asana works best as the operating layer for the office, connected to field tools like Procore rather than replacing them. Cirface, an Asana Platinum Solutions Partner, builds that connection along with bid intake, approvals, templates and portfolio reporting.

RFI-02

Can Procore integrate with Asana?

Yes. Cirface builds a sync that creates and updates Asana projects from Procore, so the field keeps working in Procore while the office plans, assigns and reports in Asana. Key details such as client, phase, dates and project lead carry over automatically, and nobody enters the same data twice.

RFI-03

How can construction companies automate bid and tender management?

Cirface monitors public tender platforms such as SEAO, Merx and CanadaBuys, uses AI to extract the qualifying details from each posting, and routes matches into an Asana intake queue. An estimator makes the go or no-go call in minutes, and pursued bids move into a standard workflow with owners, deadlines and committee review.

RFI-04

How do real estate firms report on a project portfolio?

Every project starts from a shared template, so status rolls up into live portfolio dashboards without anyone assembling a deck. Leadership sees phase, owner and health across the portfolio in real time, and a goals structure ties the whole portfolio to multi-year strategy.

RFI-05

What does an Asana implementation partner do for construction and real estate firms?

An implementation partner designs the operating model, builds integrations to tools such as Procore and HubSpot, creates the template library and dashboards, and trains the team in working sessions. Engagements run in quarterly cycles, and most clients continue with ongoing monthly support.

Issued for action

Start with one workflow.

Thirty minutes with someone who has built this before. Bring the workflow that costs your team the most, and leave with a clear picture of what connecting it would take.

Read the full case study.

Tell us where to send it — the case study opens as soon as you submit.