Procore Integration: Centralizing Compliance for Construction Success
Integrating compliance management into existing tools can improve construction teams' efficiency. I designed a seamless integration for this project, bringing our Certificate of Insurance (COI) tracking platform into Procore Construction Management Software. By simplifying workflows, automating compliance updates, and minimizing manual data entry, the integration empowered teams to focus on building projects, not tracking paperwork.
Summary
Project
Designed and implemented a seamless SaaS COI tracking platform integration with Procore to simplify compliance management and reduce manual workflows.
Timeline
2 months
Collaboration
Worked closely with product managers, a technical business analyst, and two developers (frontend and backend) to balance technical feasibility with user-centered design.
Tools
Figma, FigJam, Internal Design System
Impact
The integration decreased manual data entry by 40%, while timely automated compliance updates reduced compliance risks. Additionally, centralized compliance data enhanced team collaboration and alignment.
Target Users
Construction Project Managers
Individuals responsible for overseeing vendor compliance can do so quickly.
Site Supervisors
Individuals who depend on precise compliance data to ensure that projects operate efficiently.
Key Persona
Simplifying Compliance in the Fast-Paced World of Construction
Construction projects move fast, and compliance management must stay caught up. Our SaaS platform already excelled at tracking Certificates of Insurance (COIs), but many users relied on Procore to manage their daily workflows.
The challenge? Bridge the gap between our platform and Procore to streamline compliance tracking, reduce manual effort, and provide real-time updates without disrupting existing processes.
My Role
Vision and Strategy
Partnered with product managers and internal insurance experts to outline the objectives of the Procore integration, focusing on simplifying compliance, reducing manual work, and enhancing collaboration.
Utilized findings from stakeholder workshops and business requirements to establish the key features and workflows needed for seamless integration.
Design and Implementation
Developed wireframes and interactive prototypes in Figma and FigJam to visualize the integration's user flows and interface.
We applied our internal design system to maintain visual and functional consistency across the integration and Procore interface.
Collaboration and Stakeholder Alignment
Worked closely with product managers, the technical BA, and two developers (frontend and backend) to ensure designs aligned with technical requirements and business goals.
Facilitated design reviews and feedback sessions to validate designs and adjust based on technical constraints and user needs.
Iterative Improvements
Gathered feedback on prototypes to refine workflows and interface elements, ensuring the final design was intuitive and met user expectations.
Focused on delivering features that provide the most immediate value, such as eliminating double data entry and automating compliance updates.
By adopting a user-centered approach and promoting strong team collaboration, I contributed to integrating an integration that brought significant improvements. Despite facing real-world constraints, our efforts established a foundation for a solution that enables teams to manage compliance quickly and efficiently.
Design Process
Workshops and Research
To align with the integration's goals, I facilitated workshops with:
Product Managers to define business objectives.
Technical BAs to document fields, actions, and API requirements.
Developers to understand technical constraints and possibilities.
Together, we identified key user needs and prioritized features.
Workflows
Wireframes and Prototypes
Using Figma, I created wireframes to visualize how COI tracking would fit into Procore's interface. These prototypes helped refine the integration's user flow and interaction design.
Early prototypes emphasized seamless login, timely updates, and unified workflows. Iterative feedback and shared designs with product managers and developers helped ensure feasibility and alignment.
Wireframes
Prototype
Final Design
The final design process converted wireframes into high-fidelity designs, ensuring usability and consistency with Procore's design language and our own design system.
Key Features Delivered
Timely Compliance Updates
Automated notifications keep teams informed.
Unified Workflows
COI tracking within Procore, reducing app-switching.
Eliminate Double Data Entry
Seamless data sync between platforms.
Simple Login
One-click access to compliance data.
Convenient Access
All compliance details are available in one place.
Production Visuals with User Flows
Challenges and Solutions
Challenge
Introducing a new feature without disrupting users' workflows.
Solution
Developed user-friendly interfaces that seamlessly integrated into Procore's workflows, reducing unnecessary manual entry.
Outcome
The Procore integration streamlined COI tracking and project management, delivering measurable improvements in efficiency and user satisfaction:
Time Savings
Reduced manual data entry by 40%, enabling teams to focus on core tasks.
Improved Compliance
Automated compliance updates ensured timely notifications and reduced compliance-related risks.
Enhanced Collaboration
Centralized compliance data fostered better alignment across teams.
Conclusion
This project demonstrates how thoughtful design and cross-functional collaboration can deliver meaningful improvements under tight timelines. By integrating COI tracking into Procore, we simplified compliance for construction teams and set the stage for smoother, more efficient project management.
What I Learned: Balancing Vision with Practicality
Reflecting on this project, I'm proud of how we navigated the complexities of integrating a new feature into an existing system. The constraints were real—tight timelines, technical limitations, and the need to align with Procore's ecosystem—but these challenges sharpened our focus on what truly mattered: delivering immediate value while laying the groundwork for future improvements.
Working closely with product managers, developers, and technical BAs taught me the power of cross-functional collaboration. Each perspective brought something vital: product strategy, technical feasibility, and user needs. By balancing these viewpoints, we created a solution that didn't just fit into users' workflows but enhanced them.
This project underscored that great design isn't just about creating something new—it's about fitting new ideas seamlessly into existing processes. It taught me to listen deeply, iterate quickly, and look for opportunities to simplify. Ultimately, it's about empowering users and building trust, one thoughtful improvement at a time.