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Case study · Construction · Bid management

Bid invites turned into a managed pipeline, straight from the inbox

A Microsoft 365–connected platform for Canadian construction subcontractors and suppliers. It finds bid invites in the inbox, extracts the details and organises them into projects.

  • Web application
  • Microsoft 365 integration
  • Email parsing
BidMarker projects list with bid deadlines, files, task and email counts, distance to site and bid status for each project

At a glance

Our role
Development partner
Built for
Canadian subcontractors and suppliers
Integration
Microsoft 365 via Graph API
Extraction
Rules-based email parsing
Views
List, calendar and map

01The challenge

An inbox full of bid invites, and no pipeline.

Estimators receive dozens, sometimes hundreds, of bid-invite emails a day. Opportunities were tracked in spreadsheets, calendars or the inbox itself, so high-value bids were easy to miss.

Our role: Development partner to OasisCode. We built the web application, the Microsoft 365 inbox integration and the email-parsing pipeline, working to OasisCode's product direction.

02Project goals

What BidMarker needed to do.

  1. Recognise bid invites automatically

    Separate bid invites from everything else in the inbox, without anyone sorting emails by hand.

  2. Bring scattered bid information together

    Replace spreadsheets, calendars and email threads with one workspace for every opportunity.

  3. Help teams prioritise

    Make deadlines, locations and project providers easy to compare, so estimators focus on bids worth winning.

  4. Keep it simple for estimators

    Built for non-technical users, with minimal setup and nothing new to learn in their email.

03What we built

From email to tracked project, automatically.

  1. Microsoft 365 inbox connection

    Mailboxes connect through the Microsoft Graph API, and incoming emails are checked for bid invites.

  2. Rules-based extraction

    Parsing rules pull the project name, bid deadline, files and related emails into a single project record.

  3. Project pipeline

    New, active and archived projects with status, estimators, tasks and email counts. Duplicate projects can be combined.

  4. List, calendar and map views

    Deadlines on a calendar, and the distance to every site on a map and in the list.

  5. Team delegation

    Projects and tasks assigned to the right estimators, with a filter by assignee.

  6. Bid insights

    Bid success rates and the project providers that bring the most valuable work.

04How we delivered

From first workshop to production.

  1. 01

    Plan

    Scoped the features and integrations from OasisCode's product direction.

  2. 02

    Integrate

    Connected Microsoft 365 mailboxes through the Microsoft Graph API.

  3. 03

    Build

    React front end, Node.js API and MongoDB, plus the parsing rules that turn emails into projects.

  4. 04

    Launch

    Deployed to production on AWS.

Stack

  • React
  • Node.js
  • MongoDB
  • AWS
  • Microsoft Graph API

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