Lato AI | AI-Driven Business Process Automation & Custom Software Solutions

Lato

Streamlining Project Management for Specialized Trade Companies

Shly Deck & Fence: An AI-Driven Success Story

At Shly Deck & Fence, the challenge was clear: disconnected systems, manual processes, and limited visibility were slowing down projects. Lato AI partnered with Shly to design and implement a custom AI-powered project management platform, built specifically for the construction industry.

The result? A scalable, role-based system that centralizes operations, enhances client communication, and delivers AI-driven insights—transforming the way Shly manages every project, from the very first approval to the final inspection.

The result? A scalable, role-based system that centralizes operations, enhances client communication, and delivers AI-driven insights—transforming the way Shly manages every project, from the very first approval to the final inspection.

The Challenge

Before implementing Lato AI’s solution, Shly faced several operational hurdles common in the construction industry:

Disconnected systems that slowed down workflows.
Scheduling and coordination issues with vendors, clients, and teams.
Inefficient manual processes that consumed too much time.
Limited visibility into project status and financial performance.
A lack of scalable, customizable technology tailored to construction.

Our Goal

We set out to design a solution that would:

Scale alongside Shly’s growth.
Integrate seamlessly with existing systems.
Reduce costs and administrative workload.
Improve communication with clients.
Provide real-time financial and operational insights.

The Challenge

Before implementing Lato AI’s solution, Shly faced several operational hurdles common in the construction industry:

Disconnected systems that slowed down workflows.
Scheduling and coordination issues with vendors, clients, and teams.
Inefficient manual processes that consumed too much time.
Limited visibility into project status and financial performance.
A lack of scalable, customizable technology tailored to construction.

Our Goal

We set out to design a solution that would:

Scale alongside Shly’s growth.
Integrate seamlessly with existing systems.
Reduce costs and administrative workload.
Improve communication with clients.
Provide real-time financial and operational insights.

At a Glance: The Solution

The Shly Project Management Platform is a custom-built, AI-powered system that brings all operations into one place.

What the platform delivers:

Admin Portal: A global dashboard for project managers to track multiple clients, manage timelines, and oversee finances.
Client Portal: A dedicated space where clients can check project updates, upload required documents, and make payments.
Kanban View: A visual board that displays projects by stage, making progress easy to track at a glance.
AI-Powered Reporting: Automated data extraction, financial analysis, KPI tracking, and predictive cost optimization.
Role-Based Access: Super Admins, Project Managers, and Clients each have tailored permissions, ensuring security and efficiency.
End-to-End Tracking: Every stage of a project, from initial approvals to inspections, managed with checklists, file uploads, and notifications.

Key Features

Streamlined Project Management: From job approvals to punch list completion, every step is tracked.

Financial Management: Automated invoices, payments, and P&L reports keep finances in check.
Digital Document Control: Centralized agreements, approvals, and receipts—fully paperless.
Client Engagement: Real-time SMS/email updates for status, reminders, and payments.
AI Insights: Cost forecasts, scheduling optimization, and KPI dashboards.

Why It Matters

Trade contractors like Shly don’t need bulky GC-level software—they need fast, flexible tools built for the way they work. This platform delivers:

Transparency for clients.
Control for admins and project managers.
Scalability to handle more jobs with the same resources.
Profitability through smarter cost and time management.