Re-Imagining the Accounting Experience

The ERP Integrations tool hadn't been updated in years. The frontend code and user experience didn't match Procore's design system, and the backend architecture was outdated.

At the time, the tool had over 15 ERP integrations, 10 integration endpoints, and more in the pipeline. This complexity made it challenging and time-consuming for customers to use.

While construction project managers prefer Procore, accountants use their ERP (Enterprise Resource Planning) software for project finances. Information must be shared seamlessly between Procore and ERP systems to ensure accurate financial reporting.

Procore's ERP Integrations tool allows financial data to be imported and exported between Procore and the customer's ERP software.

I began by researching our product internally to understand it quickly and identify key opportunities. I consulted colleagues from integration, support, and sales teams and combined this information with customer feedback and analytics.

The current UI had a tab for each item type, which was not scalable. My first design change was organizing the top-level navigation by item status (Ready to Export and Ready to Import). This allowed users to see all item types in one list and review items more quickly.

I validated the new direction with customers and internal SMEs, gathering feedback to ensure the designs met their needs.

Sometimes, the slightest change makes the most significant difference. I added color-coded tags to differentiate item types, improving customer response from skeptical to enthusiastic.

I created a new pattern for bulk reviewing items, an improved framework for error handling, and simplified settings content. I collaborated with the systems team to design, validate, and contribute new components to our design system.

The final test involved usability testing with customers. Participants completed each task and provided positive feedback.

With validated designs and positive feedback, we needed cross-division stakeholder approval. We organized a team onsite in our Portland office involving product management, customer support, implementation, and custom solutions teams. I led sessions to review designs, discuss roadmaps, and share customer feedback.

Following design validation and positive customer feedback, the project received approval to move into the implementation phase. I worked with product and engineering leadership on sequencing and creating a roadmap draft before transitioning the project to the implementation team.

The re-imagined Procore ERP Integrations tool enhances the user experience for construction project managers and accountants. We created a more efficient, scalable, and user-friendly tool by addressing critical pain points and involving customers in the design process.