How Mission Bell Transformed Millwork Operations in 4 Months with INNERGY
"We needed operational insight, integrated inventory and purchasing, and better forecasting. INNERGY gave us all of that—without the massive development costs."
About Mission Bell:
Mission Bell has been shaping California’s commercial interiors since 1959. What started as a Morgan Hill Millwork, has grown into one of the West Coast’s most respected millwork firms. With over 250 team members and a reputation for precision, the company brings craftsmanship and technical know-how to everything from corporate campuses, university buildings, to hospitality spaces.
For years, Mission Bell ran on a custom-built system, but by 2022, it was slowing them down. Despite a history of early tech adoption (they started using Microvellum back in 2001), their tools couldn’t keep up with the demands of modern capacity planning, scheduling, and revenue tracking. So they brought in INNERGY to overhaul operations from the shop floor to the front office.
In just four months, they rolled out the platform and immediately saw results: fewer bottlenecks, clearer forecasting, and better visibility across departments. According to COO Jason Neff, who’s been with the company since the late ’90s—tools like INNERGY’s forecaster have been “game-changers,” helping the team stay lean, accurate, and profitable on every job.
The Challenge:
- Disconnected systems made it hard to track margins, performance, and project health in real time
- Limited visibility into shop capacity and key milestones created bottlenecks and delays
- Siloed departments—like estimating, project management, and install—struggled to stay aligned
- Manual, subjective revenue recognition slowed down financial insights and strategic planning
The Solution:
- Re-evaluated and adopted INNERGY in 2023 after outgrowing their custom-built system
- Went live in just 4 months thanks to a focused, cross-department rollout team
- Standardized workflows sped up adoption and minimized downtime
- Clear change management kept teams aligned and implementation on track
Key Results:
- 3-month production forecasting enabled by INNERGY’s forecaster and bottleneck reports, allowing leadership to proactively balance shop capacity
- Faster, more accurate revenue recognition by shifting to milestone-based models—reducing manual adjustments and improving financial clarity
- Stronger accountability and task management through weekly workload reviews and built-in audit trails, keeping teams aligned and on track
- Increased operational efficiency across multiple business units, with INNERGY supporting new workflows, inventory staging, and P&L tracking by initiative