Ascent's guidance helps DAI implement and adopt Procore for all projects

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.