Ascent's guidance helps DAI implement and adopt Procore for all projects
Following a needs assessment and objective evaluation, Ascent ensured Procore was properly configured for DAI's operating model and their internal users were fully trained.
Location: Irvine, CA
DAI General Contracting is an established Commercial General Contracting Firm and leader in the Self-Storage industry throughout California. Over the last decade, DAI has completed over five million square feet of Storage while maintaining its experience in Office Buildings, Retail, Concrete Tilt, and Tenant Improvements.
Annual Revenue: $80M+
DAI utilizes its extensive and varied experience to provide unique and comprehensive construction services and ultimately deliver a quality and timely product.
Procore Implementation & Accounting Integration
Our staff of Certified Procore Experts offer 'white glove' service in the setup, configuration, ERP connection, and team training of Procore to maximize our clients' Return on Investment.
Getting Procore—and DAI—set up the right way
DAI has been a Procore user for several years. However, accounting had no visibility into project-level financial commitments and only recognized costs when invoices were received throughout the month. After much investigation, they decided to add the Financial Tools to their subscription and engage Ascent to correctly configure Procore and train their team.
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A refined approach to project management
After only 60 days, Ascent had led discovery sessions into DAI's accounting and financials, configured Procore Financials, led training sessions for all staff. In the end, all active projects were connected between Procore and Accounting, and DAI went live with Procore Financials.
”Now that Procore Financials is set up properly and our team knows how to use it correctly, we’re finally getting the full value of our investment in Procore. It was a pleasure to work with the team at Ascent, they made learning Procore fun and engaging!"
— Kevin Iverson, DAI CFO
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A thorough and efficient implementation
Ascent began the project by reviewing the setup and configuration of both systems to ensure that Projects and Cost Codes were mapped correctly. This ensures that data from both systems is pushed and pulled to the correct locations. Next, we reviewed their current processes and methods for capturing and recording project financial data with the goal of migrating and replicating as much as possible in Procore. For example, Excel budget spreadsheets were mapped into the Procore Budget Upload Template to simplify this process, and Budget Views were customized in Procore to replicate their existing reports.
To understand the current processes that make up the full Project Lifecycle, a series of ‘process mapping workshops’ were conducted. These workshops are designed to understand how each client currently performs the key functions involved in construction projects, and map them into Procore’s operating model. This helped DAI understand how Procore’s financial tools would replace their current manual processes, eliminate the need for multiple spreadsheets and document templates, and simplify tracking and reporting while providing the Accounting department with real-time financial data in the accounting system.
Starting with the Accounting and Project Coordinator staff, Ascent then led DAI through basic training on the Procore Financials tools. Time was taken to review the setup and configuration of each tool, and how different settings changed the way Procore behaved. This allowed Ascent and DAI to configure the system to match the way they operate as closely as possible.
Once the setup phase was complete and the system was configured properly, the Project Management staff was ready to learn the system. Through a series of onsite and virtual workshops and practice sessions, the PMs were trained on proper use of all of Procore’s financial tools. Test projects were used to replicate real projects, and a pilot project was selected for ‘live testing’ between the two software systems.
Once everything had been tested successfully, all active projects were connected between Procore and Accounting, and DAI ‘went live’ on Procore Financials.
Upon completion of the project, DAI was provided with Procore reference materials and copies of all the Procore Process Maps that were developed in the workshops.
Fast Tracking Success
This project was completed in 60 days. After going live in Procore Financials, Ascent stayed engaged with DAI for an additional month for background support and check-ins to ensure that a full billing cycle was completed successfully. They no longer use spreadsheets to track project financials on new projects, and all future projects will be managed in Procore. They had also started enrolling their subcontractors in the online portal for submitting progress billings to further simplify their AP process.
Meet the team on this project:
Adam Cooper
President
Tamara Brown
Procore Consultant
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Operational Assessment
Our expert construction consultants and construction business consultants have helped dozens of construction companies to improve performance and profits.
We’ve developed a proprietary Comprehensive Operational Assessment based on our first-hand experience working with growing Construction Companies.
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Ascent's Operational Design
Profitability is directly related to repeatability: getting everyone in the organization to operate the same way.
When everyone is aligned and operating in unison, then it becomes easier to add people (superintendents, project managers, estimators, accountants, administrators) and achieve consistent and repeatable results.
By getting everyone aligned and operating from the same model of processes and systems, the business becomes more efficient and easier for owners to manage.