Procore Onboarding
Procore's Values - CORRECT ANSWER-1- User Centric (Innovation Labs,
Groundbreak)
2- Ease of Use ( 4 generations in market, software has typically not been easy to
use)
3- Fast time to value (adoption -- Boston Childrens)
Product Values - CORRECT ANSWER-1- Drawing Centric (Tooey story)
2- Collaborative (unlmited license agreement)
3- Mobile (iOS etc)
4- Extensible (we play well with other technologies and are an open platform)
Procore Internal Values - CORRECT ANSWER-1- Ownership
2- Openness
3- Optimism
B.I.M. - CORRECT ANSWER-Building Information Modeling
Sales Stages - CORRECT ANSWER-1-Discovery
2-Evaluation
3-Proposal
4-Negotiations
5- Contract
Owner (PM under owner) - CORRECT ANSWER-Biz Motivation: Avoid project
delays, budget and project health
Primary Procore Tools: Budget, Change Orders, Dashboards Documents, Exec
Reports, Submittals
Architect - CORRECT ANSWER-Biz Motivation: Avoid RFI's due to design
mistakes, please the owner and save money, ensure resources stay on budget,
wants to be on time with RFI and submittal responses
Primary Procore Tools: RFI's, submittals, punch list, photos
, Project Executive (PX) - CORRECT ANSWER-Biz Motivation: Profits, Growing
the Business
Primary Procore Tools: Financials, Reports
GC Project Manager - CORRECT ANSWER-Biz Motivation: Keep clients happy,
keep project on time and in budget, keep a happy and efficient team, build
relationships with clients and subs
Software: Uses Bluebeam
Primary Procore Tools: Financials, Reports
Sub Project Manager - CORRECT ANSWER-Biz Motivation: Put out fires and
make sure jobs come in on budget
Primary Procore Tools: Planroom, Submittals, Punch List
Project Engineer - CORRECT ANSWER-Biz Motivation: Ensure submittals stay
on schedule and procurement of materials are done on time, Their goal is to
move up to PM role, Ensures that issues that arise on site get addressed as
swiftly as possible so the job can stay on schedule and maintain profitability
Primary Procore Tools: Submittals, RFI's, Inspection, Meetings, Drawings, Punch
Lists, Directory
Engineer - CORRECT ANSWER-Biz Motivation: Ensure high quality and
effieciency
Software: Uses Bluebeam and AutoCad
Primary Procore Tools: RFI's, submittals, documents
Procore's Values - CORRECT ANSWER-1- User Centric (Innovation Labs,
Groundbreak)
2- Ease of Use ( 4 generations in market, software has typically not been easy to
use)
3- Fast time to value (adoption -- Boston Childrens)
Product Values - CORRECT ANSWER-1- Drawing Centric (Tooey story)
2- Collaborative (unlmited license agreement)
3- Mobile (iOS etc)
4- Extensible (we play well with other technologies and are an open platform)
Procore Internal Values - CORRECT ANSWER-1- Ownership
2- Openness
3- Optimism
B.I.M. - CORRECT ANSWER-Building Information Modeling
Sales Stages - CORRECT ANSWER-1-Discovery
2-Evaluation
3-Proposal
4-Negotiations
5- Contract
Owner (PM under owner) - CORRECT ANSWER-Biz Motivation: Avoid project
delays, budget and project health
Primary Procore Tools: Budget, Change Orders, Dashboards Documents, Exec
Reports, Submittals
Architect - CORRECT ANSWER-Biz Motivation: Avoid RFI's due to design
mistakes, please the owner and save money, ensure resources stay on budget,
wants to be on time with RFI and submittal responses
Primary Procore Tools: RFI's, submittals, punch list, photos
, Project Executive (PX) - CORRECT ANSWER-Biz Motivation: Profits, Growing
the Business
Primary Procore Tools: Financials, Reports
GC Project Manager - CORRECT ANSWER-Biz Motivation: Keep clients happy,
keep project on time and in budget, keep a happy and efficient team, build
relationships with clients and subs
Software: Uses Bluebeam
Primary Procore Tools: Financials, Reports
Sub Project Manager - CORRECT ANSWER-Biz Motivation: Put out fires and
make sure jobs come in on budget
Primary Procore Tools: Planroom, Submittals, Punch List
Project Engineer - CORRECT ANSWER-Biz Motivation: Ensure submittals stay
on schedule and procurement of materials are done on time, Their goal is to
move up to PM role, Ensures that issues that arise on site get addressed as
swiftly as possible so the job can stay on schedule and maintain profitability
Primary Procore Tools: Submittals, RFI's, Inspection, Meetings, Drawings, Punch
Lists, Directory
Engineer - CORRECT ANSWER-Biz Motivation: Ensure high quality and
effieciency
Software: Uses Bluebeam and AutoCad
Primary Procore Tools: RFI's, submittals, documents
