How Volpak Builds Process-Driven Project Control and Management Visibility with ProjectBase
See how Volpak replaced person-driven execution with process-driven control using ProjectBase for HVAC projects.
Company Overview
Company: Volpak (Volpak Systems Pvt. Ltd.) Industry: HVAC Contracting (Pharmaceutical, Hospitals, Industrial Projects) Type: Design & Build HVAC Contractor Project Scale: 8–9 parallel projects at any time, ~30 projects annually
Volpak is an HVAC contracting company specialising in pharmaceutical plants, hospitals, and industrial facilities. Unlike commercial or residential air conditioning, these projects demand high precision, strict compliance, disciplined execution, and tight cost control.
Over the years, Volpak has built strong long-term relationships with its customers. In fact, two of their key clients have trusted Volpak for over 15 years, awarding them work repeatedly, with some projects now in their 8th iteration.
As project sizes increased and execution complexity grew, Volpak’s leadership recognised a critical truth: experience alone was no longer enough to stay in control.
The Reality Before ProjectBase
Growth Increased Complexity, Not Control
Earlier HVAC projects were smaller and easier to manage personally. But as project sizes moved from ₹1 crore to ₹10 crore and above, the way projects were executed had to change.
With more projects running simultaneously:
Owners could no longer track every activity personally
Site engineers, purchase teams, and accounts worked in silos
Information moved slowly through emails, paper, and scans
“Earlier, owners could control everything themselves. Now project sizes have increased and that’s not possible anymore.”
Heavy Dependence on People, Not Processes
Before ProjectBase, Volpak’s operations were person-driven, not process-driven.
This meant:
If a key person was unavailable, approvals stopped
If someone missed a step, there was no system alert
Training new employees took significant time
Human resource challenges made this worse:
Skilled manpower was becoming harder to find
Employee tenure was reducing
Re-training people repeatedly was draining management time
“People come and go. Teaching them the same processes again and again became a big challenge.”
Limited Visibility During Critical Periods
During COVID, when operations were paused, Volpak realised a deeper problem.
Even with time available, they couldn’t:
Review historical project data easily
Analyse cost patterns
Identify improvement areas
Everything was spread across files and people.
That was the moment they decided: all project data must live in one place.
Why Volpak Decided to Move to a System
Volpak had earlier explored GrowSmart, but at that time neither the product nor the organisation was fully ready.
What they needed was:
A system built specifically for HVAC contracting
Not a generic accounting or manufacturing ERP
Something practical, not overly complex like SAP
They also trusted word-of-mouth feedback from other HVAC contractors who had already implemented the system.
“Zoho was there, but it was not made for HVAC contractors. ProjectBase made more sense.”
Implementation Experience with ProjectBase
A Different Implementation Approach
One of Volpak’s biggest fears was item lists and BOQ complexity, especially managing non-BOQ (variation) items.
ProjectBase changed this approach completely:
BOQs were imported directly from Excel
ProjectBase shared pre-built HVAC item libraries
Implementation was planned for one focused week
Initially, management was sceptical:
“When they said it can be implemented in a week, we were surprised.”
But having a ProjectBase team member onsite made the difference.
By:
Creating internal champions
Resolving doubts in real time
Forcing focused adoption
Implementation moved faster than expected.
What Changed After ProjectBase Went Live
From Person-Centric to Process-Centric Execution
This was the single biggest shift.
Earlier:
Processes lived in people’s heads
Execution depended on experience and memory
After ProjectBase:
Processes lived inside the system
Any trained person could follow the workflow
“It moved us from a person-centric approach to a process-centric approach.”
This made onboarding easier and reduced dependency on individuals.
Real-Time Visibility Across the Organisation
With all data on the cloud:
Site engineers
Purchase team
Accounts
Management
—all worked from the same live information.
Management could now see:
Whether site raised a request
Whether technical clarity was complete
Whether purchase orders were issued
Whether materials reached site
Whether payments were pending
“Earlier tracking a project was very difficult. Now I can see everything online.”
Faster Approvals and Higher Accountability
Earlier:
Physical signatures delayed approvals
Work stopped if approvers were not in office
With ProjectBase:
Approvals happened online
Timelines were recorded
Accountability became visible
“If approval is expected in 24 hours, the system records whether it happened or not.”
This naturally improved discipline and speed.
Project Tracking Became Structured and Predictable
Volpak tracks every project through three simple questions:
Are materials ordered?
Have they reached site?
Are labour work orders issued?
With ProjectBase:
All three are visible live
Missing steps are obvious
No dependency on verbal updates
“Earlier we depended on engineer inputs. Now milestones are tracked in the system.”
Impact on Decision-Making and Control
Profitability and Variance Awareness
Earlier, profitability and variances were buried in Excel.
Now:
Project variance is visible live
Impact on profitability is known early
Decisions are taken with awareness, not guesswork
“We know how profitability will get affected before it happens.”
Better Use of Leadership Time
With structured workflows:
Management stopped firefighting
Focus shifted to client communication
Business development got priority
“We are able to answer clients better because data is readily available.”
Easier Scaling and Team Confidence
ProjectBase helped Volpak:
Onboard new employees faster
Define clear roles
Reduce fear of change
“Software does not remove people. It helps them work faster and better.”
Even teams hesitant initially gained confidence once processes became clear.
ROI and Long-Term Value
Volpak has been live on ProjectBase for around 8 months.
While they acknowledge:
ROI is not instant
Adoption takes time
Discipline is required
They clearly see:
Faster work execution
Better image as an organisation
Improved decision quality
“Return on investment is definitely there. It depends on how well you use it.”
Manufacturing ERPs are not suitable for contracting
High-end tools like SAP are too heavy and complex
ProjectBase is a midway path, designed for real contractors
“It is built close to the industry. That’s its biggest strength.”
Advice from Volpak to Other Contractors
To contractors still using Excel and Tally:
Fear of software is normal
Resistance will exist initially
Management must drive the change
“Without system-based working, faster growth is not possible.”
Their advice is clear: Define processes first. The software will enforce them.
Final Takeaway
For Volpak, ProjectBase delivered:
Live visibility across engineering, finance, and time
Process-driven execution instead of people dependency
Faster approvals and higher accountability
Confidence to scale without losing control
What began as a software implementation became a structural upgrade to how the company operates.
“It’s not just software. It’s a way to define how your company should work.”
Frequently Asked Questions (FAQ)
What challenges was Volpak facing before implementing ProjectBase?
Volpak was managing larger and more complex HVAC projects where owner-driven control was no longer practical. Processes depended heavily on people, approvals were delayed, visibility was limited, and onboarding new employees took too much time.
Is ProjectBase suitable for mid-sized HVAC contractors like Volpak?
Yes. Volpak feels ProjectBase is well-suited for HVAC contractors who are too large for Excel-based working but do not want overly complex systems like SAP. It balances control with practicality.
How long did Volpak take to start seeing value from ProjectBase?
Volpak acknowledges that ROI is not instant. Benefits start becoming visible as teams adopt the system and follow processes consistently. Over time, execution speed, visibility, and decision quality improve.
Would Volpak recommend ProjectBase to other contractors?
Yes. Volpak strongly believes that contractors who want to scale need system-based working. Their recommendation is to first define processes and then use ProjectBase to enforce and manage them effectively.
Why was Excel and manual tracking no longer sufficient for Volpak?
As project values increased, Excel could store data but could not enforce processes or provide real-time visibility. Important information was scattered across people, files, and emails, making control difficult during execution.
Did Volpak consider other software before choosing ProjectBase?
Yes. Volpak explored options like Zoho and even earlier versions of GrowSmart. However, those tools were either not designed for HVAC contracting workflows or were not mature enough at that time. ProjectBase fit their execution needs better.
How did ProjectBase help reduce dependency on individual employees?
ProjectBase shifted Volpak from a person-centric approach to a process-centric approach. Workflows, approvals, and tracking moved into the system, so execution no longer depended on specific individuals remembering steps.
Was implementation difficult given HVAC BOQs and item complexity?
Initially, Volpak was concerned about BOQ complexity and non-BOQ items. However, ProjectBase supported Excel BOQ imports, HVAC item libraries, and structured workflows, making implementation smoother than expected.
How did ProjectBase improve approval speed and accountability?
Approvals moved from physical signatures to online workflows. The system tracks who needs to approve what and within what time, improving accountability and reducing delays caused by travel or availability.
What kind of visibility did management gain after ProjectBase?
Management gained live visibility into material ordering, site delivery, labour work orders, and project status. Instead of relying on verbal updates, leadership could track progress directly in the system.
Did ProjectBase help with profitability and variance control?
Yes. ProjectBase helped Volpak identify variances early and understand how decisions would impact profitability before costs escalated. This allowed corrective action during execution rather than after project closure.
How did ProjectBase affect employee adoption and confidence?
There was initial resistance, which is normal. Over time, as workflows became clearer and easier to follow, teams gained confidence. New employees could also be onboarded faster due to system-defined processes.
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