We’ve worked with countless Procore accounts, and through our experience, we’ve uncovered a consistent set of issues that often hinder businesses from maximizing the value they get from Procore. In this blog, I’ll walk you through the top 10 issues we encounter during our Procore Health Checks, and how you can address them.
Let’s dive in!
Before we jump into the top issues, let me give you a quick overview of our Procore Health Check process. This is a detailed audit where we:
Out of this process, we deliver a comprehensive report with 80 to 120 actionable recommendations. These insights are based on years of experience and a deep understanding of what makes Procore implementations successful.
One of the most common challenges is the disconnect between how Procore is configured in the office and how it’s used in the field. This often results in:
The solution? Strike a balance between baseline core data requirements and real-world usability. If it’s too cumbersome, field teams will avoid using it altogether, and you’ll lose out on critical data.
Procore comes with a suite of utilities and native integrations that are completely free to use, including:
Failing to leverage these tools sacrifices efficiency and data capture speed, particularly for office teams and laptop users on-site. Make it a priority to explore and implement these utilities to streamline your workflows.
When we review Procore accounts, we often find that only one or two key team members have completed adequate training, while the rest of the team—including external stakeholders—are undertrained. Procore provides dedicated training modules, so there’s no excuse to leave team members in the dark. Proper training ensures everyone knows how to use the platform effectively.
Procore is designed for collaboration, but we frequently see low engagement from external users. This is a missed opportunity for value and is usually caused by poor communication and enablement during implementation. Invest time in onboarding and engaging external users to unlock Procore’s full potential.
Despite purchasing Procore to eliminate manual processes, we often find that key tasks still live outside the platform. Common examples include:
This issue usually stems from a lack of understanding about Procore’s flexibility and features. Take the time to migrate these processes into Procore to fully realize its benefits.
Procore’s reporting tools—from standard reporting to advanced analytics—are often underutilized. Even when reports are developed, they’re typically limited to managers or office teams. To promote self-management and project health awareness, push meaningful reports down to project teams at the ground level.
While Procore works well out of the box, customizing its tools to suit your specific processes is essential. This step is often overlooked due to:
Take the time to tailor each tool to fit your business’s unique needs.
Ad hoc or poorly planned configuration changes can cause a host of problems, including:
To avoid these issues, adopt a structured approach to configuration changes, keeping the bigger picture in mind.
Procore’s team is constantly rolling out updates and improvements, but many customers fail to take advantage of them. This happens because:
Staying on top of updates ensures you’re always using the best version of Procore and not missing out on valuable enhancements.
The number one issue we encounter is improper security and permissions management. This can range from minor oversights to serious data breaches. Common causes include:
Addressing this issue requires a proactive and knowledgeable approach to security and permissions planning and management.
If you recognise any of these issues in your Procore account, don’t panic. Addressing them is a step-by-step process that starts with identifying the root causes and implementing targeted solutions. If this feels overwhelming, Knight Solutions is here to help.
We’ve performed hundreds of Procore Health Checks and have the expertise to guide you through optimizing your account. Whether it’s training, configuration, reporting, or security, we’re ready to assist.
Procore is an incredibly powerful platform, but like any tool, its value depends on how well it’s implemented and managed. By addressing the common pitfalls outlined above, you can unlock its full potential and drive better collaboration, efficiency, and results for your projects.
If you’re feeling stuck or need expert guidance, don’t hesitate to reach out. At Knight Solutions, we’re passionate about helping businesses get the most out of Procore, and we’d love to support you on your journey.
Let’s work together to ensure your Procore account is set up for long-term success. Contact us today for a free consultation!
Cheers,
Robert Hudman
Knight Solutions
Grab a time below for a quick intro call.