From project reporting to portfolio governance
CASAI makes contract data comparable across projects, so that executives, finance and portfolio owners can see patterns, prioritise earlier and govern on the same data the projects work in.
After the fact reporting is not enough
A late and simplified picture
Reporting happens after the fact and is based on manual compilation in different formats.
Different definitions
Projects use different ways of working and definitions, which makes comparisons unreliable.
Risk projects by gut feeling
Projects that need extra governance are identified through escalation, not through early signals in data.
Weak learning
The same problems repeat between projects because experience and data cannot be reused.
Early signals instead of late escalations
Process and lead time
Example: long review cycle times combined with a low share of approved submissions.
Documentation and changes
Example: low documentation completeness combined with high quantity change.
Financial development
Example: a large variance without documented changes in a project that previously followed plan.
Defined with you
Risk indicators are set up as a customer specific configuration around your governance needs and goals.
One shared picture for the whole portfolio
Follow projects, regions and the organisation on the same data the settlement is based on. Behind every key figure there is traceable evidence and decisions.
Value for governance
CEOs and executive teams
Comparable projects, earlier governance signals and a data foundation for prioritisation and governance.
CFOs and controllers
Follow up and forecasting on the same data as the commercial settlement, without manual compilation.
Project directors and PMOs
Standardised ways of working across projects without losing the detail in the individual project.
From manual compilation to shared data
Without a shared data foundation
- Reports are rebuilt every month in spreadsheets
- Different definitions make projects hard to compare
- Governance signals arrive through escalation
With CASAI
- Shared key figures and definitions across the portfolio
- Early signals through risk indicators and triggers
- AI assisted analysis as decision support, decisions made by accountable people
How the portfolio value is delivered
Enterprise
A platform model for several concurrent projects, with budget predictability and easier scaling as more projects are added.
BI and AI assistant
Dashboards at project and portfolio level, comparable key figures and AI assisted analysis of structured project data.
API and Power BI
Data can be used further in your wider system landscape through the API, standard integrations and Power BI.
Rollout and follow up
Onboarding, training, support and follow up against success criteria, so the way of working is actually established.
Illustrative example: a portfolio with Enterprise
Starting point in the example (simulated)
A construction organisation with eight ongoing civil engineering projects and a combined contract volume of around SEK 900 million. Quantity measurement, follow-up and reporting are handled in spreadsheets and email, and the portfolio picture is compiled manually before meetings.
Modelled effect at project level
Using the assumptions in our ROI model, around 9 hours per project and week are freed up in administration, follow-up and quantity measurement once the way of working is established (the model's realistic scenario for a medium-sized project) — across a portfolio of eight projects, that corresponds to more than 70 hours per week.
Effect at portfolio level
Beyond the time saved, Enterprise provides shared governance: the same up-to-date picture in every project, earlier signals about deviations, comparable forecasts and easier scaling when new projects start.
This is an illustrative, simulated example — not a real customer case. The figures are based on the assumptions in our ROI model and should be calibrated against your portfolio. Model your own situation with the ROI calculator on the pricing page, or book a portfolio walkthrough.
Modules in CASAI
Contract Regulation
Bring the Bill of Quantities, measurement submissions, supporting evidence, reviews, decisions and financials together in one traceable workflow.
- Valuation against the Bill of Quantities
- Measurement submissions with verifiable evidence
- Traceable history and financial overview
Notices & Decisions
Structure contractual notices, responses and decisions in a clear status workflow with a preserved history. Compatible with FIDIC based contracts.
- Clear roles and accountability
- Decisions linked to supporting evidence
- Compatible with FIDIC based contracts
BI
Turn structured project data into insight for follow up, comparison and portfolio governance, with AI assisted analysis as decision support.
- Dashboards at project and portfolio level
- Comparable key figures
- AI assistant for analysis, accountable people make the decisions
Mass portal
Share and coordinate excavated masses between projects. A separate module in beta, with a pilot project planned with a larger municipality in autumn 2026.
- A shared list of available masses
- Project, address, material type and time period
- A basis for circular mass management
Frequently asked questions
We already have Power BI. Why do we need CASAI?
Power BI visualises data that already exists. CASAI creates and structures the contract related source data inside the workflow itself. The value lies in the combination, and data from CASAI can be used further in Power BI.
How do we know the organisation will actually use the system?
A successful rollout needs a sponsor, a clear scope, defined roles, training, support and follow up against success criteria. We support you through the whole rollout.
Run a portfolio walkthrough or a data review
We start from your projects and governance needs and show how a shared data foundation can change follow up and prioritisation.