Last month, the Cassell Consulting, Inc. team flew down to sunny Santa Barbara, CA, to meet fellow Procore partners and demonstrate our CCi Fusion: Sage to Procore and CCi Fusion: XL to Procore tools to Procore users. We met a cavalcade of engaging, professional users, and the turnout had the Fess Parker Hilton brimming.
Procore staged a series of workshops and seminars throughout the Hilton, led by members of its staff, and focusing on the accounting, collaboration, and project management aspects of its cloud-based software. To CCi, the most interesting of these presentations revolved around new-technology-adoption within a construction firm. Procore’s perspective was as follows: focus on the early-adopters within a firm, achieve success and workflow optimization with these individuals first. Then, when the early-adopters are satisfied and using the new business practices to complete work more efficiently, use their work as a testament to the superiority of the new technology, and the individuals themselves as evangelists to the bulk of the workforce. Finally, when only a small contingent of late-adopters remains, focus on applying the lessons learned in the previous steps to getting these folks on board with the new business paradigm. As a general rule-of-thumb for implementing new technology at an established firm, this tactic is many orders of magnitude more efficient than trying to bring the whole organization on board at once.
CCi was part of the Partner Pavilion, a group of Procore partner companies displaying services and products to attendees. Our cohort included bid management and takeoff software from iSqFt, touchscreen workstation manufacturer iPlanTables, and data visualization firm Tableau. In addition, a drone software company, Botlink, staged a raffle, open to conference participants who visited each member of the Partner Pavilion; this encouraged networking and sparked conversation between partners and participants. CCi’s conversations with participants focused on our Fusion family of tools: CCi Fusion: Sage to Procore and CCi Fusion: XL to Procore.
If your company estimates with Excel and manages projects with Procore, you’ll see a dramatic increase in productivity with Cassell Consulting’s new CCi Fusion: XL to Procore. Exporting XL estimates to Procore has never before been possible, but with Fusion, it couldn’t be easier. CCi Fusion: XL to Procore is an Excel add-on. Ranges in the spreadsheet can be customized to any structure for import into Procore. Fusion eliminates costly, error-prone, and time-consuming double entry. With the power of CCi Fusion: XL to Procore, your Excel estimates interface directly to Procore’s budget in a single automated process.These are some of the features our tool includes, with more on the way:
- Update an existing Procore project, or create a new one
- Modify any estimate changes in the Procore project, or add new values
- Updates cost codes for the project from Excel.
If your office estimates using Sage and manages projects with Procore, you’ll see a major increase in productivity with Cassell Consulting’s new CCi Fusion: Sage to Procore. Exporting Sage estimates to Procore has been heretofore impossible, but with Fusion, it’s a breeze.
These are some of the features our tool includes, with more on the way:
- Update an existing Procore project, or create a new one
- Modify any estimate changes in the Procore project, or add new values
- Updates cost codes for the project from Sage.
All-in-all, Groundbreak was an exciting, enjoyable event for our team, and an excellent opportunity to promote the products we’ve developed this year. We met individuals from firms we weren’t familiar with, rubbed elbows with old friends, and put faces to names of people we’ve worked with, both at Procore and with other members of the Partner Pavilion. We’re looking forward to next year’s Groundbreak already!
