Item: Procore
Rating: 9
Author: Lynette DeVere

Use Cases and Deployment Scope

My current company is an electrical contracting firm. The majority of our employees and operations are offsite, in the field. The need to move from paper-based to cloud-based interactions became necessary to expedite our operation processes in the field. It is has streamlined the submittal process, RFI management and daily log documentation for both safeties, human resources, and change order processing.

Pros and Cons

As a company with multiple projects, field sites, and contacts, managing RFI's can be a cumbersome process. Procore eases this process. Procore has enabled field journeyman to generate urgent RFI's at the job-site. While back at the office, I edit and distribute with a few clicks of the mouse. Procore enables the journeymen to attach drawings, specs, and photographs and for me creates tracking reports and automated emails for response deadlines.
Procore increases our field productivity by eliminating the need for redundant paperwork entries, single-source electronic storage, plans and submittals, and daily log annotations.

Timecard entries are lacking the ability to add custom verbiage pertaining to local and state requirements, thus still requiring additional paperwork. Adding this functionality would further streamline payroll process for me.

Alternatives Considered

We selected Procore based on its multiple modules that can be added or deleted. We also selected Procore for its customer service, training program, and technical support program.

Collaboration Benefits

Collaboration between the field/office with our journeymen and general contractors has increased performance. Particularly in the RFI processes.

Return on Investment

Saved truckloads of paper. Increased efficiency. Improved collaboration among all stakeholders in our projects.

Goals with Procore

Gain visibility into projects
Ensure information is accessible and up to date
Document job site conditions
Track cost impacts from the field
Simplify employee time tracking

Ensuring information is accessible and up to date had always been a problem prior to Procore. With Procore's plan room we are able to make plans and drawings updated in real time, generate RFI's directly from plans and eliminate additional costly printing. The ability to have documents stored in a cloud-based system also enables our field/office to share without emailing, time-sucking uploading and downloading.

Ease of Integration

9

It doesn't get a 10 as we had, and still, have some issues with initial uploading of specs and plans for new projects.

Likelihood to Recommend

As a subcontractor, rather than a general contractor, we have had to rework the direction a few of the Procore systems have in place.

Users and Roles

6 - 3 Journeymen Electricians
2 Project Managers
1 Admin

Support Headcount Required

2 - Admin
Project Mgt

Business Processes Supported

Journeyman access to plans and project documents in the field
RFI Management, editing between office operations and field operations
Submittal Management
Real time access to edited plans

Innovative Uses

Daily log reporting to record daily conditions, crew time and inventory used
Verifying job hours for certified payroll reporting
Storing project documents for field access

Future Planned Uses

DOT logs for workers trucks. California law has changed requiring lower tonage work trucks adhere to scales and keeping logs.

Likelihood to Renew

9

Procore has eliminated duplication of entries for many of our journeyman reporting in the field. As a result, RFI's, Change Orders, and plan changes are handled in a more timely manner. And mostly, the reduction of paper use! Everything from submittals to safety documents is handled electronically. The program makes all levels of users more efficient and in turn we are more productive.

Other Software Used

QuickBooks Premier

Products Replaced

No

Key Differentiators

Price
Product Features
Product Usability

Product usability. We were wanting a product that EVERYONE in the company would be comfortable using. If we weren't all in the product would be useless.

Evaluation Lessons Learned

We would have done this years sooner.

Implementation Rating

8

The trainers seem to be targeted at a younger more "tech savvy" demographic. They should have a few, how do I put this nicely, "older" representatives to deal with an older demographic of users. Maybe do a little more research on who they're training and better match training styles to learning styles.

Implementation Details / Implementation Partner

Implemented in-house

Implementation Phases

No

Implementation Issues

Significant practice time and reading to prep for actual use.

Support Rating

10

Regardless of the size of my issue, technical support handles things IMMEDIATELY. And if they cant, they're quick to find someone else that can. Their follow up to training and check ins are exemplary.

Procore Customer Support Pros and Cons

Pros	Cons
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response	None

Pros	Cons
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using	Lots to learn

Easy Tasks

RFI Managment
Submittal building
Annotating and updating plans while in field
Generating RFI's in field from photo of the issue and linking to plan.

Difficult Tasks

Uploading plans
Generating a previously created submittal into the submittal storage
Exporting daily log of multiple days will only email you in a zip file , rather than let you download immediately.

Procore Streamlines Operations Between Office and Field

Modules Used

Overall Satisfaction with Procore