Migrating your workforce planning to Bridgit Bench

Here are all the details that our implementation specialists will walk you through

Migrating your workforce planning to Bridgit Bench

TL:DR – So, you’re upgrading to Bridgit Bench. This article may seem like a lot, but just know – we’ll be doing all the heavy lifting to get you up and running in a timely manner.

Migrating to a new construction workforce planning tool may seem daunting, but with modern technology, implementation can be straightforward. Optimizing your workforce planning processes and gaining an operational edge compared to your competitors will set you up for long-term success.

We’ve put together this three-part guide on migrating to Bridgit Bench – from what you need to iron out before the migration begins, to what items you should check off during the software implementation, and what processes to put in place once the migration is done.

Before your migration

During your migration

After your migration

Before migrating to Bridgit Bench 

So you’ve decided to say goodbye to spreadsheets and have upgraded to workforce planning with Bridgit Bench. When you sign the agreement with us we’ll provide you with: 

  • A dedicated Implementation Manager to work with you from start to finish
  • Regular touch points before, during and well after the migration process
  • Free and unlimited training sessions for you and your team
  • We also have an online support portal to help you troubleshoot issues quickly
  • Opportunity to offer feedback on new features, design, and usability

Review your current workforce planning process

When you begin working with your implementation manager it’s important we have a map of your current territory, meaning that we’ll take the time to review your existing workforce planning process and figure out how you want it to end up. You should think about things like:

  • What, from my existing process, do I want to continue doing?
  • What type of information do I use to make staffing decisions?
  • What, from my existing process, do I want to stop doing?
  • What isn’t optimized in the existing process that I think Bridgit Bench could help with?
  • Is there data I’d like to be tracking that I’m not capturing in my existing process?

Here’s your chance to ask us what can be done to improve these processes. There could be something that you’ve missed or a different way of handling that process in Bench. You can use our customer team’s expertise to get best practices, strategies that we’ve seen work, and more. 

In terms of data tracking, make note of the data you would like to track moving forward. Let us know of any new custom fields you’d like created in the next step of this guide (see below). These fields can be private or public and depending on if they’re confidential or not (like salary or upcoming promotion) they can be hidden from users outside of specified permission levels.

Construction Dive playbook cover Going from Spreadsheet Maintenance to Workforce Planning Mastery

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Define and communicate your needs

This is the part of your migration where you’ll want to define and outline what you need from Bridgit Bench. This is the most important part of your migration, so take the necessary time to plan it out. Don’t worry – you can always make tweaks and changes later on as well.

We’ll break this section up into 5 parts: the tool itself, users of the tool, frequency of workforce planning meetings, construction KPIs, and any integrations you’ll need.


  • What does your current process look like? What changes do you want to make to your existing process?
    • Manual – using whiteboards, spreadsheets, or a mix
    • Existing tool – using internally built software or a third-party tool
  • How much time does this current process take? Think about it on a:
    • Weekly basis
    • Monthly basis
  • What is your current satisfaction with this process?
  • Where does your data currently live?
    • On-premise
    • In the cloud
  • How are your workforce plan and data shared?


  • Who will be the primary user or contact?
  • Who will require access?
  • What levels of access or permissions will your users require? You can break them up by:
    • Administrators
    • Full Contributors
    • View Only
    • Custom permissions


  • Does your team run workforce planning meetings?
  • If yes, who is included in these meetings?
  • If yes, how often? Are they:
    • Weekly
    • Monthly

Workforce planning metrics

  • What metrics are you hoping to track and improve with Bridgit Bench?
  • What does success with Bridgit Bench look like for you?


  • What integrations will you require?

Timelines and deliverables

Once you’ve outlined your needs, your implementation specialist will review timelines and deliverables for the migration to ensure that onboarding is completed efficiently.

We’ll provide target dates for how long implementation should take, but you can let us know if there’s a deadline you’re working towards and we’ll do our best to hit it. This should give you a good idea of when you’ll begin using Bridgit Bench day-to-day.

Hint: Now is a good time to begin collecting and cleaning up your workforce data (for example projects, people, staffing plan, and phases). Two additional tips:

  • Be consistent in how you format numbers (from project amounts to salaries)
  • Eliminate abbreviations (from certifications to job titles)

During the migration to Bridgit Bench


In the kick-off call, we’ll determine your ideal setup, confirm the process and timelines moving forward, and ask or answer any questions that might be remaining.


By this stage, it’s time to clean up and collect your workforce data. We’ll check the data for you before uploading it to the tool to find any discrepancies before uploading. 

Here are some examples of data you could include:

  • Projects
    • Name
    • Start date
    • End date
    • Location
    • Job ID
    • Build type
    • Region
    • Client/customer
    • Project value
    • Address
    • Stage (like awarded, pursuit,)
  • People
    • Full name
    • Email
    • Job title
    • Region or office
    • Expertise
    • Hire date
    • Department
    • Phone number
    • Position strength (scale of 1-10)
    • Employee ID
    • Willingness to relocate
    • Certifications
  • Staffing plan
    • Project name
    • Role
    • Person allocated
    • Allocation start date
    • Allocation end date
    • Allocation %
  • Phases
    • Phase name
    • Dates


After you’ve sent your data to us, we’ll begin uploading it and getting the tool set up so that it complements your current processes.

Once the software is set up, we’ll give access to the admins on your team. This way, a select group of people from your organization can review and confirm if it’s set up correctly.


We believe that training sessions are crucial to ensuring you are set up for success and that you get buy-in from your team. Most organizations will also bring on additional teams, like HR, IT, and executive leadership, once the tool has been set up correctly and data has been uploaded.

Training sessions are where we go over how to use the tool. Depending on the size of the team, we might recommend smaller sessions based on user groups. 

These sessions are also an opportunity to confirm that the account has been set up correctly and that there are no more kinks to work out.

After your migration is complete


After implementation, you’ll have ongoing check-ins with us. This will help ensure that the tool is set up the way you like it, you’re taking advantage of all the features, and any questions get answered on the spot.


We always want to empower our customers with the ability to troubleshoot and potentially resolve issues on their own. Our knowledge base of support articles, videos and guides are located at our Bridgit Support Help Desk

In the event a customer needs further assistance, they can reach out to our Support Team via multiple channels:

  • email: support@gobridgit.com
  • phone: 1-800-783-2127 ext 1. Leaving voicemail is encouraged since we can easily solve concerns and call you back with any follow-up questions. 
  • webform

When Support is contacted, a technical support ticket is created within Zendesk and triaged to our Technical Support Staff, and generally responded to within an hour during business hours. Our Support Hours of Operation currently are M-F, 9-5pm ET.


Your workforce is constantly changing and the construction industry is always on the move. It’s a priority for us to have you provide product feedback and get involved in the improvement of Bridgit Bench. We have formalized processes for getting feedback like in-app surveys, feedback sessions, and more. Aside from this formalized process, we always want to hear feedback from customers at every stage of onboarding and partnership with us. 

Your workforce is your most valuable asset, which means you shouldn’t be left to figure out migration on your own. Let Bridgit work with you to optimize your workforce management and gain an operational edge. For more information about workforce management, check out our guide to construction workforce management.

Still have questions about migrating to Bridgit Bench? Contact us.

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Michel Richer

Michel Richer is the Manager of Content and Communications at Bridgit. He got his start in the construction industry at an early age with a local restoration company. Michel is driven to propel the construction industry forward by helping to eliminate outdated, ineffective processes.

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