DAVISA AI STUDIO · USE CASE AI assistant for the construction site manager
For site managers, technical directors and group managers of builders and developers needing
live information on site without going back to the computer. Conversational assistant from the
dvproject mobile app with immediate responses on budget, materials, subcontractors,
progress certifications and contractual documentation, pulling from Business Central in real time.
The pain we solve
The site manager spends the day on site, not in the office. And precisely for that reason they
live disconnected from much of the information that already exists about their own site in
Business Central. The paradox is stark: the ERP has a live budget, up-to-date progress
certifications, consumed work items, contracted subcontractors with their insurance policies
and TC1s, signed contracts with their clauses, change orders pending approval. It is all
there. But accessing it from the site is slow and clunky, and for trivial questions it ends
up being faster to call the technical office than to open the ERP.
The questions the site manager resolves every day are operational and seemingly minor: how
much material do I have left on the concrete work item? Is the electrician arriving tomorrow
compliant with their TC1? What does the contract say about debris removal responsibility?
When does the civil liability insurance of the roofing subcontractor expire? Which sites in
the group have unsigned change orders older than 30 days? The answer to each of these exists
in BC or SharePoint, but retrieving it breaks the site workflow.
The aggregate cost is invisible but heavy. Every interruption (call to office, email wait,
manual SharePoint search) takes the manager's attention away from what they should be doing:
coordinating trades, supervising quality, deciding on incidents. An average builder with five
site managers active at once loses, on a reasonable hypothesis, two to four manager-hours
a day to information access friction. That is several thousand manager hours a year spent
searching for data that was already stored.
But the real cost goes beyond time. When the answer does not arrive fast, the manager decides
with incomplete information or improvises. Materials ordered in excess just in case.
Subcontractors entering to work without anyone actually verifying their TC1. Change orders
executed unsigned, causing problems at certification. Contract clauses the manager does not
remember ending up in dispute with the customer. The quality of on-site decision falls, and
it shows in the project final result.
What the AI does here
The core of the case is a conversational assistant embedded in the dvproject mobile app. The
site manager opens the app, taps the assistant icon and asks in natural language, by voice or
text. The question reaches the Azure OpenAI Service pipeline through Copilot Studio, which
routes the query to the relevant data sources: Business Central via REST API for the live
figures, RAG over the site documentation (specs, contracts, measurements, progress
certifications) for clause questions, and the app local database for queries that can be
resolved from cache.
The assistant has site context. It knows which site the user is on (by geolocation or active
selection in the app), knows which subcontractors that site has under contract, its budget
chapter, its responsible technical director and its current phase. When the manager asks
"how much material do I have left on item X", the assistant understands they mean the active
site, looks up the item in the live budget for that site in BC, calculates the balance based
on registered production entries and delivery notes, and answers in natural language with
the figure, the unit of measure and an estimated end based on recent consumption.
For documentary questions (what does the contract say about X? what does the technical
specification require on Y?), the assistant uses Retrieval Augmented Generation over the site
documentary repository. The documentation is indexed with embeddings and vectorised for
semantic search. The assistant locates the relevant excerpt, quotes the clause verbatim,
indicates the page or section of the original document and proposes an interpretation. The
interpretation is guidance: the legal decision still belongs to the technical director or
the builder's legal department.
The entire infrastructure runs inside the company's Azure tenant. Contractual documentation,
which is sensitive in construction, does not leave to public models. Embeddings are generated
and stored on-tenant. Assistant responses are logged with complete traceability: which site,
which user asked what, which document the assistant consulted, what it answered. Useful
both for internal audit and for resolving subsequent discrepancies with the customer.
The default operating mode is read-only. The assistant answers and proposes drafts but does
not write to BC without an explicit action by the manager in the standard forms. This is a
design decision: on site, where the consequences of a mistake can be material, we prefer a
reliable assistant with human confirmation over an autonomous assistant with risk.
Before and after
| Typical manager action | Before (no assistant) | After (with AI assistant) |
| Work item query | The manager calls the office or waits to be back at the computer. Answer arrives hours late, if at all. | Asks the app by voice from the site. Answer in seconds with live BC data. |
| Remaining material | No visibility on site. New material is ordered just in case. Ends up surplus or short. | Work item balance in natural language, with estimated end based on consumption. |
| Subcontractor compliance | Manual search of TC1 (the Spanish Social Security worker payment form), insurance and certificate by the technical office when needed. | Assistant checks the validity of legal documentation for each subcontractor in seconds. |
| Pending change orders | Weekly meeting to review change orders. Some stay hanging. | Live list of pending unsigned change orders with age and amount on site. |
| Specification or contract query | Search in SharePoint or PDF. Time lost locating the right section. | Natural language question about a contract clause. RAG locates and quotes the excerpt. |
| Daily site log | Handwritten in the afternoon, with omissions of minor day incidents. | The assistant suggests a draft based on the day movements (intake, logs, photos). |
| Report to technical director | Call or WhatsApp with approximate data depending on the manager memory. | Automatic site status report with live figures for the technical director. |
How we deliver
1 Discovery
5 days
Field work with one or two representative site managers. Mapping of recurring questions,
identification of data sources in BC and SharePoint, assessment of documentary repository
quality, selection of pilot sites and definition of target KPI (time saved per manager
per day).
Deliverable: intent and source map, target KPI
and pilot sites.
2 Pilot
8 weeks · fixed scope
Assistant construction on Copilot Studio, integration with the dvproject mobile app,
documentary indexing of pilot sites, intent and response fine-tuning with real manager
feedback on site, progressive rollout to more sites.
Deliverable: live assistant, two to four active
sites, measured savings.
3 Scale-up
ongoing
Rollout to the rest of the active sites portfolio, expansion of supported question types,
progressive BIM integration if applicable, integration with the adjacent AP anomalies
case and with the executive close summary for the technical director.
Deliverable: full coverage of active sites,
monthly KPI.
Tech stack
- Azure OpenAI Service: language model for understanding natural language
questions and generating the answer. Embeddings for documentary RAG.
- Copilot Studio: agent orchestration, intent management, connection with
BC and the documentary repository, user and site context management.
- dvproject-construccion: Davisa extension for site management in BC (live
budget, work items, change orders, progress certifications, subcontractors, entries).
- dvproject: base project management on BC, common core of the rest of the
dvproject group extensions.
- dvproject mobile app: native iOS and Android client where the assistant
is embedded. Local cache for offline degraded mode.
- Azure AI Search: vector index over site documentation (specs, contracts,
measurements, progress certifications) for Retrieval Augmented Generation.
- SharePoint Online: source documentary repository, indexed to the assistant
through Azure AI Search.
- Business Central REST API: live reading of budget, work items,
subcontractors, delivery notes and progress certifications without intermediate middleware.
When this case is NOT a fit
Some scenarios make the case lose meaning or render it unviable. We say it directly.
- If you do not use dvproject or dvproject-construccion. The assistant relies
on the site structure of the dvproject suite. With a different project module we can talk,
but the value proposition drops sharply.
- If your site documentation is on paper or in loose files on a local disk.
The documentary RAG part requires an indexable digital repository, ideally SharePoint or
equivalent. The digital archive needs to be sorted first.
- If your site managers do not carry a corporate smartphone. The assistant
lives in the dvproject mobile app. Without a corporate device and data plan, the case is
not consumed. The manager's standard equipment needs to be standardised first.
- If you expect the assistant to replace the technical director's presence.
The assistant answers operational questions; it does not make critical technical decisions.
Supervision by the technical director remains as necessary as before.
Frequently asked questions
Does it work offline on site when there is no coverage?
It runs in offline degraded mode. The dvproject mobile app keeps a local cache of the most consulted data of the active site (budget, work items, assigned subcontractors, current month progress certifications). When there is no coverage, the assistant answers on that cache and warns of what information may be out of date. When connectivity comes back, it syncs and updates. The generative AI conversational assistant, however, requires connectivity: complex natural language questions are queued and processed when reconnected.
What languages does the assistant speak?
Spanish, Catalan, Basque, Galician, Portuguese, English and French with operational quality on site. The understanding is robust even with sector-specific jargon (BC3 cost items — the Spanish standard format for construction budget exchange — chapter classifications, progress certifications per technical specification). On sites with multilingual labour, we configure the response language per user, not per site: each site manager gets answers in their preferred language.
Can the site manager modify data or only query?
By default, query only, and that is the recommended mode. Data modification (daily site log entry, delivery note validation, incident creation) is done through the standard dvproject app forms with their validation workflow and traceability. The AI assistant can pre-fill drafts ("generate a daily log with these tasks") that the manager reviews and signs from the form, but it does not write to BC without an explicit action. Conscious design decision: on site we prefer a reliable assistant to an autonomous one.
What kinds of construction project does the case cover?
Residential building, tertiary building, civil works, refurbishment, property development with own or subcontracted construction. The functional layer comes from dvproject-construccion and dvproject-promocion-construccion for developers, and the wealth management layer from dvproject-patrimonio when there is an investment holding. For builders specialised in a very specific typology (heavy industrial, offshore installations, chemical plants) we assess case by case in the discovery.
Does it integrate with BIM plans?
We have basic integration with Autodesk Construction Cloud and BIM 360 for plan and BIM model element consultation from the assistant. The typical pilot scope focuses on BC + project documentation (technical specifications, contracts, measurements, progress certifications); advanced BIM integration is tackled during scale-up if the customer use case justifies it. We do not promise BIM as the pilot core: we introduce it as an extension if it fits.
Next step
Already a Davisa customer?
We frame the case within your current BC and dvproject-construccion relationship. Your
usual advisor coordinates the AI Studio entry.
Talk to the team →
New to Davisa?
We start with the 5-day discovery. Field work with your managers, real question mapping
and pilot sizing on specific sites.
Request AI discovery →