Click on a step to navigate
Procore's Customer Success team is dedicated to ensuring that you will have a successful rollout of Procore's construction management platform across your entire company as well as on any new construction project. During the onboarding process you will be assigned a dedicated Procore Implementation Manager that will walk you through each phase of the Implementation Roadmap.
Visit our Procore YouTube channel to view the full-size version.
Ownership, Optimism, and Openness are Procore's core business values. We hope you join us in adopting these same values, especially during the rollout process. Together we will work as a team to ensure that the entire implementation process is both efficient and thorough. The goal is for each member of your team to be sufficiently trained on how to use Procore to perform their respective roles and responsibilities.
Choosing your Procore Committee
In order to ensure that Procore is rolled out successfully, it’s important that your organization’s Procore Committee is identified early on in the process. The rollout of Procore across your company will be managed by the team you put together. It's recommended that this team consist of the following roles:
Someone who has a vested interest in seeing Procore successfully rolled out across your organization, but will not be involved in the day-to-day activities of the implementation.
Typically filled by a C-level administrator (i.e. Vice President, President, CEO, etc.)
Procore Advisors (PAs) are the key stakeholders for the rollout of Procore to your company. The PAs will coordinate the implementation program with the Procore Implementation Manager. They will be responsible for actively participating in the implementation process by attending consultations and developing standard operating procedures (sops). PAs will be the main points of contact for training questions from internal employees and will be responsible for escalating issues to Procore, if needed.
We recommend choosing project engineers, project managers and/or office administrators to fill this role. Ideally, these individuals will be involved in the first project(s) your firm manages using Procore and are excited about adopting a new technology to run more efficient projects.
Input from end users is critical to the overall success of the implementation. These individuals will provide your internal team of Procore Advisors with valuable feedback to help develop your company's specific processes and ultimately use Procore in the most efficient and value-adding way.
In general, the role is occupied by Project Managers (emphasis on financial tools), PEs/APMs (emphasis on collaboration and site tools), and occasionally Site Managers (emphasis on site tools). It’s best to choose people who have projects coming online the soonest in their office/market sector AND are tech savvy and excited about adopting a new technology to manage their projects.
Please work with your Procore Implementation Manager to ensure that the right people are selected. Each organization’s internal team of Procore Advisors will look different, but we highly recommend that the roles listed above are identified and filled.