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Case Study

Vocon

Vocon ran on three disconnected systems — one for work planning, one for staffing, one for project economics — and none of them talked to each other. Consolidating onto Mosaic moved capacity planned from 49% to 94% in twelve months, and surfaced underselling while there was still time to act on it.

Location

Cleveland, OH

Customer Since

2023

Year Founded

1987

3 → 1

Systems Consolidated

Three disconnected systems collapsed into one connected view. Work planning, staffing, and the bill-rate side of the ERP now sync, with billable rates and fee schedules flowing through nightly. Project managers no longer guess at financial implications during work planning, and underselling shows up visually before the project closes out.

94%

Capacity Planned

Capacity planned on Mosaic rose from 49% to 94% in twelve months, giving Vocon a backlog and forecasting view the firm had never had before.

Real time

Oversell Alerts

Oversold work plans surface in real time. When a project manager plans against a negotiated fee, the plan turns red the moment it exceeds it — so the conversation happens while the project is running, not at close-out.

The narrative has been a 180.

Background

Vocon is an architecture and interior design firm headquartered in Cleveland, with offices in New York and Chicago. Founded in 1987, the firm runs about 244 employees. The Mosaic rollout was led by Michelle Thomas, the firm's Operations Director, with Brandon Dorsey, Chief Technology Officer, and Jacklynn Reynolds in operations.

The Challenge

Vocon ran on three systems that did not connect. Work planning lived in a spreadsheet. Staffing sat in a separate forecasting tool. Financial performance lived in the ERP. Project managers projected their own work by hand, each in their own way.

Each system was correct on its own terms. They just could not talk to each other. A project manager could underprice a job, get pushed by the market to discount the fee, and never change the scope. The work plan absorbed the difference quietly, until the job closed.

Vocon had built custom tools inside its ERP to fill the gap, looked at the ERP's native resource modules and rejected them, and considered making the forecasting tool the canonical staffing layer — but it would not connect to the ERP without buying the full suite. Leadership began looking outside.

The Solution

Mosaic put the three systems on one canvas. Work planning, staffing, and the bill-rate side of the ERP now sync, with billable rates and fee schedules flowing through nightly. The integration scope expanded twice after launch, to remap the firm's portfolio structure from studio-based to project-manager-based, and to pull work address and department data continuously from the ERP.

The shift Vocon talks about is not the new dashboard. It is the new conversation cadence. When a project manager inputs a plan against a negotiated fee, the work plan turns red the moment it's oversold. The firm sees underselling before it becomes a write-off, not after. Staffing meetings haven't gotten shorter. They've gotten deeper.

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The Results

The bigger story is consolidation. Vocon went from three disconnected systems to one, with capacity planned on Mosaic rising from 49% in 2024 to 94% in 2025. That's the indicator the operations team uses to track adoption depth, and it gave Vocon a firm-level forecasting view the prior toolchain made impossible.

What changed most is when the conversations happen. Work that used to reveal itself as undersold at close-out now surfaces while the project is still running — which is the difference between a write-off and a scope conversation.

Conclusion

Vocon runs a weekly Mosaic sync, uses Mosaic's Gantt view in place of its previous scheduling tool, and treats the platform as the connective tissue between its Cleveland, New York, and Chicago studios. The firm is piloting Mosaic's AI assistant and expanding the ERP integration as it builds toward what the leadership originally bought the tool to do: forecast pipeline and revenue at the firm level.

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