How Technology Can Solve Your Bidding Problems

Michelle TurnerSarah Veitch HallTiffany Rojas

Sponsored by

Presented by

Michelle Turner

Product Marketing ManagerProcore

POLL

Manual Processes à Online SoftwareRapid growth of technology in the construction industry

Technology is crucialfor the businessHaving a system in place that boosts

collaboration, increases visibility and

integrates with other technology solutions

is the recipe for project success.

POLL

6

Without TechnologyHandoff is a single moment

Precon Team

Critical information

is passed

Project Team

With TechnologyHandoff is an ongoing process

Critical information

is shared

With TechnologyHand off is an ongoing process

Data driven decisions

↓

Save time

Reduce risk

Increase profitability↓

Better business outcomes

It is a requirement now that everything starts and ends in Procore because it is the central place for all job information. We can track and share information on the project during its entire lifecycle.

- Sarah Veitch Hall, Casco Contractors

Bid Management

11

＋ SAVE TIMESend out bids within minutes

＋ STAY CENTRALIZED

Keep everything in one place

POLL

12

Sarah Veitch Hall

Operations ManagerCASCO Contractors

＋ Mid-size general contractor specializing in tenant improvement

＋ Average project length is 12 weeks

＋ Average project size is $250,000 to $500,000

＋ Project managers and project engineers bid all jobs—no precon department

＋ Bid turnaround time to clients is 3 to 4 days

＋ We complete 250 to 300 projects annually, we bid nearly double that

BEFORE IMPLEMENTATION

DisjointedProjects were isolated by project manager, so information was never

standardized or centralized.

ManualBidding projects, bid lists, trade coverage, bid notes,

and updates were all managed in spreadsheets.

UntrackableNo visibility into email

engagement on drawing revisions, addenda or critical communications.

IN THE TRANSITION

＋ Aggregate: Collect and validate all of the directory contact information that exist across the organization.

＋ Standardize: Create standard language for bid packages and build shortcuts within the bid tool (e.g. utilizing the “trade” section to create default sub lists).

＋ Educate: Train internal teams on the new system and subcontractors on the new bidding process is going to look like for them—not alienating tech-averse subcontractors.

AFTER IMPLEMENTATION

Single Source of TruthAll bidding information in once place means there is

a seamless transfer of data if a job needs to

change hands.

StreamlinedA process that previously

took half a day to a full day for our project engineers to

complete now takes 15 to 20 minutes for a standard

project.

TransparentIncreased transparency

for our leadership team to see who is bidding what and

where the bids are at in the process.

Tiffany Rojas

Preconstruction EngineerAbstract Construction

Abstract Construction

Why the Transition to Technology for Bidding

One of the first adopters

Sought to streamline processes and increase

overall efficiency

Hundreds of bids per year

Firm uses Procore for everything from bid

management and beyond

How Technology Transforms the Process

How the bidding process looks for

subcontractors

Global Procore certification—view from

a different perspective

Open availability in the transition for

subcontractors and others

Talk it up!

Success and Impact＋ Getting the subcontractors and

architects on-board

＋ Transition/Impact for building phase

＋ Greater ROI, focus on what we love

Q&A SessionType your questions into the chat feature!

Thank you!Thanks for attending!

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