Hale Corp builds a strong growth roadmap and new efficiencies

The Challenge

Since 2006, Hale Corp has become a leader in boutique custom building, implementing multiple software systems to manage contracts, financials, and their subcontractor workforce. Siloed systems meant no visibility and even less control over its projects and profit margin. They were forced to hire additional staff to manage the administration and invoicing process. Hale Corp needed to streamline its construction and financial software to capture new efficiencies, productivity, and economies of scale.

The Solution

During a competitive market review, a Procore competitor highlighted it couldn’t offer the same level of streamlined project management and financial capabilities. That’s when Hale Corp knew Procore was the ideal fit. Today they rely on Procore Project Management, Project Financials, Invoice Management, Quality & Safety and Bid Management––integrating with, FileBound and Xero (an automated document management system).

"Procore has made a significant improvement to our business," said Jade. "With a straightforward implementation, new workflows and documentation mean we no longer need to expand our administration support every time we start a new project."

Ideal integration with FileBound

Procore’s integration with FileBound delivered an immediate and unexpected productivity boost. FileBound’s integrated Procore Invoice Capture Solution streamlined the Accounts Payable process for Hale Corp and gave them time back by automating time-consuming manual data entry. "FileBound adds automatic invoice scanning into the workflow process, which means we never even have to enter the invoice into Procore to process it. FileBound and Procore in tandem reduce our labour requirements and create new economies of scale."

Phasing Procore into a new financial year

With some substantial projects starting, Hale Corp opted to implement Procore to meet new financial year timelines. They switched to Procore from its previous system on the first day of the new financial year. Procore Project Management was phased into its site teams to encourage usability and optimum take-up rates."We have been systematic about locking down document control and drawings into Procore for our subcontractors since day one. We are rolling out added functionality over time, so they aren't bombarded with too much change. The great thing about Procore is they can email us from their existing email program, and we can capture all of that communication in Procore," Jade said.

Managing the cause of administration

"Before implementing Procore and FileBound, it took outsourced data entry staff three days a week to enter invoices. Now it only takes one day a week––giving us tighter approval processes and are more compliant," Jade outlined. For Kylie Murrell, Accounts Assistant, FileBound provides a tracking tool for invoice changes, helping the head office understand who was ultimately responsible for paperwork edits. "FileBound has made processing invoices a one email/one-button process, which means I can focus on much higher priority tasks for the business."The Procore platform delivers an element of independence for the construction team, building better team morale and efficiency."People have more buy-in because Procore is so easy to use. The structure it provides helps everyone focus on new goals such as ISO accreditation," Jade said.