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PROCORE TECHNOLOGIES, INC. (3)
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PROCORE TECHNOLOGIES, INC. (3)
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Last modified
9/23/2025 2:45:43 PM
Creation date
9/23/2025 2:45:29 PM
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Contracts
Company Name
PROCORE TECHNOLOGIES, INC.
Contract #
A-2025-153
Agency
Public Works
Council Approval Date
9/16/2025
Expiration Date
9/16/2028
Insurance Exp Date
1/1/1900
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Docusign Enveiope ID.84CFD8DQ�CBF2-4638-ABBC-BB75pgL)OOD8D <br /> a. Customize agendas based on Customer's desired training format,audience,process,and <br /> tool priorities <br /> b. Lead virtual end-user training sessions on Customer's Procore configuration,business <br /> process(es),and standard operating procedures <br /> c. Conduct interactive training sessions for both Construction Services and Admin teems(Up <br /> to 12 hours) <br /> d. Demonstrate how to execute processes within the Procore system,such as: <br /> 1. Create a Change Order <br /> 11, Approve an Invoice <br /> e. Address user questions and clarify system navigation challenges <br /> f. identify and address user concerns or confusion during sessions <br /> g. Collect participant feedback on training effectiveness through end-user surveys and/or <br /> informal discussions <br /> 5. Analytics Services <br /> a. load the source database model to support the reporting and anatytics needs of the <br /> Customer <br /> b. Conduct up to one(1)Train-the-trainer session regarding Analytics 2.0 functionality <br /> c. Review turn-key report creation <br /> d. Configure Power BI reports leveraging Procore data <br /> e. Deport on user-access best practices <br /> f. Aid in the planning of future or additional custom reporting modules <br /> g. Conduct deep dives Into Procore Analytics <br /> h. Configure up to one(1)custom Analytics dashboard based on Customer's reporting needs <br /> 6, Standard Operating Procedure(SOP)services <br /> a. Document and present initial SON,lnitial SOPS will include the following: <br /> 1, identification of stakeholders <br /> il. Proposed workflows <br /> b. Analyze Customer usage of the Procore system to influence and/or refine SOP creation <br /> 7. Custom Solutions Services <br /> a. Customize PDF items outputs for select Procore tools) <br /> Procare Tool(s)within Scope <br /> Although Customer will have access to all products noted in the Order Form, only the below tools are <br /> considered within scope for the implementation, <br /> Financials <br /> Analytics <br /> implementation Methodology <br /> Implementation will be structured In distinct phases,organized bytool groupings.Each phase encompasses <br /> the relevant activitles/I nit iatives necessary for the deployment of the respective product line.Initiatives are <br /> typically two to three weeps in duration and focus on a specific Procore tool and/or Customer process, <br /> Initiatives follow a general structure: <br /> 1. Current process review <br /> 2. Procore tool functionality review and alignment which includes, <br /> procoro.com 1 4 <br />
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