Founded in 2016, Pacific Ridge Builders, Inc. is a commercial general contractor based in the Bay Area and Sacramento. They specialize in tenant improvements, office and lab build-outs, R&D and industrial facilities, retail spaces, and building face-lifts. With a commitment to quality and collaboration, Pacific Ridge Builders partners with innovative clients, design experts, and subcontractors to deliver exceptional projects.
Our Monday morning meetings have been streamlined. Instead of spending 1.5 hours fixing reports, they’re down to about 40 minutes reviewing projects.
Top Challenges
1. Manual Reporting Took Too Much Time
Pacific Ridge Builders uses Sage 300 CRE but reporting still required a lot of time commitment and manual effort. Without a centralized dashboard, executives didn’t have one place to see real-time insights, so the finance team often had to run multiple reports and piece them together before analysis could happen.
2. Finance and Project Managers Needed a Common View
Project managers and finance teams approached data from different angles. PMs focused on delivery details, while finance focused on numbers and risk. Without a shared reporting framework, it was harder for both groups to stay aligned on what the data really meant for the business. Both teams needed a way to speak the same language.
3. Meetings Bogged Down by Inconsistent Data
Pacific Ridge Builders explored Briq as a potential solution, but reports were slow to sync and cumbersome to use. Monday morning leadership meetings with the CEO, CFO, PMs, and project engineers often stretched past 90 minutes, with much of the time spent troubleshooting data and fixing reports. Any momentum built in the meetings was quickly lost. Over time, questions about data accuracy began to creep in, and the team had less confidence in the information they were using to make decisions.
“Before Anterra, our meetings weren’t about projects—they were about reports. The tool just wasn’t working for us.” — Tina Martinez, VP, Accounting
The Anterra Solution
Custom Project Status Reports
Anterra’s out-of-the-box dashboard immediately gave leaders increased visibility into key aspects of the business. To reduce manual reporting, Pacific Ridge Builders also built project status reports which highlight financials for every project, including projected maximum margin, with intuitive red/yellow/green color coding. Leadership can now quickly see which projects are on track, which face margin fade, and which need immediate attention.
Bridging Finance and Operations
With Anterra, project managers now have personalized dashboards that show only the data most relevant to their jobs and in a single view and can see schedules, project status, and margin health. With finance and ops looking at the same data, they finally speak the same language.
“The biggest improvement has been for our project managers. The reporting helps them truly understand their jobs, what’s on schedule, what’s open or closed, what’s over/underbilled, and where there’s margin fade. Having all that information on one dashboard has made a huge difference.” — Tina Martinez VP, Accounting
Fast, Reliable Reporting
In Sage, running reports often meant long wait times. For Tina’s team, the AR report was the most time-consuming, taking over an hour to generate and another 20 minutes just to print. With Anterra, those same reports run in seconds. Pacific Ridge Builders can now analyze the reports they need, when they need it. Leadership not only saves time but also has greater confidence in the accuracy of the numbers.
“I run an AR report about four times a week, and in Sage it would take an hour just to process and another 20 minutes to print. In Anterra, it’s ready in seconds.” — Tina Martinez VP, Accounting
Streamlined Leadership Meetings
With fast, accurate data at their fingertips, Pacific Ridge Builders’ Monday morning meetings have been cut from 90 minutes to just 40 minutes. Instead of troubleshooting broken reports, the CEO, CFO, PMs, and project engineers now focus on project health, client satisfaction, and next steps – all with confidence in the data integrity.
“Every PM uses Anterra. It’s easy to learn, intuitive, and gives the whole team visibility into every project. It’s really changed the way we work.” — Tina Martinez
Looking Ahead
As Pacific Ridge approaches its 10th anniversary, the team is focused on scaling while continuing to deliver quality projects for their clients. With Anterra, they now have a foundation of reliable data, streamlined processes, and stronger collaboration between finance and operations. Leadership meetings are more strategic, project managers are more engaged with their numbers, and executives have renewed confidence in the data guiding decisions.