Ascent Consulting, Inc.

Adler Industrial Construction (AIC) partnered with Ascent to review an ERP connector intended to sync Foundation and Procore. During structured discovery, Ascent identified major gaps that would have undermined Adler’s unique business structure and accounting workflows. Drawing on technical expertise and connections to past clients with similar challenges, Ascent advised Adler to halt the flawed integration—avoiding a costly system failure and reinforcing the value of Evaluation and Audit as a risk mitigation tool. The engagement then pivoted to process definition and organizational adoption. Ascent delivered eight interactive Procore workshops, restructured cost codes to improve data sync, assessed job management processes, and optimized accounting workflows for long-term alignment with Procore. The results were immediate and quantifiable: 100% of construction staff trained, 8 live sessions completed, and expanded use of Procore’s Pre-Construction and Project Management tools. The outcome enhanced Adler’s operational performance and built a trusted partnership with an open door for future consulting needs.

Following Edge Electric’s acquisition by a private equity firm, Ascent was engaged to conduct an Operational Assessment to identify scalability gaps and improve Procore utilization. The assessment revealed three key areas for improvement: unclear operational roles and responsibilities, underdeveloped procurement and job costing procedures, and limited use of Procore’s project management features. Ascent designed and implemented new processes, documentation, and role clarity while delivering hands-on Procore training to improve visibility into project financials. These changes enabled Edge’s team to better manage procurement, job costing, and operational workflows. The outcome was immediate and lasting: improved productivity, stronger accountability, and higher utilization of Procore across the organization. With newly established protocols and enhanced capabilities, Edge Electric gained the operational framework needed to scale effectively. Ascent’s expertise and Edge’s commitment to adoption created a foundation for long-term nationwide growth.

When Ginkgo Residential purchased Procore in October 2023, they sought to unify project management across ownership, acquisition, development, and management. As a self-funded developer, however, their operations didn’t follow traditional construction processes, making standard implementation approaches ineffective. After attempts with Procore and an outside consultant fell short, Ginkgo turned to Ascent for a customized solution—delivered on a tight timeline. Ascent first assessed Ginkgo’s unique challenges, then designed a tailored implementation plan. Through a mix of virtual and onsite training, we strengthened their team’s skills in Procore’s project management and financial tools while guiding the automation of reporting and operational processes. The project was completed on schedule, enabling Ginkgo’s construction division to streamline workflows, reduce errors, and fully synchronize project data in Procore. The team gained confidence in leveraging Procore for their unique structure, laying a foundation for continued success. Results: 100% of construction staff trained in Procore 14 process maps developed 5 live, interactive training sessions

Ascent partnered with TMC to align and connect their Procore and accounting systems, deliver in-depth training, and increase the team’s confidence in managing jobs through a fully integrated platform. The engagement began with Discovery workshops in San Francisco to understand TMC’s projects, financial workflows, and current Procore usage. From there, Ascent returned twice for on-site sessions, led virtual leadership meetings, and facilitated Q&A workshops for project coordinators. Training combined step-by-step walkthroughs of Procore tools with live demonstrations of mobile applications, giving both office and field teams tangible skills they could immediately put to use. The results were clear: stronger adoption of Procore, smoother financial alignment, and a more confident operations team. Building on this momentum, TMC extended the relationship by enlisting Ascent’s financial experts to handle bookkeeping and accounting, ensuring their back-office systems supported long-term growth. With renewed confidence and reliable processes in place, TMC is now positioned for continued success.

DAI had used Procore for years, but accounting lacked visibility into project-level commitments, only seeing costs once invoices arrived. To fix this, they added Procore Financials and brought in Ascent to configure the system and train their team. Over 60 days, Ascent led discovery sessions, mapped processes, and configured Procore Financials to match DAI’s operating model. Excel budgets were migrated into Procore templates, cost codes were aligned across systems, and custom budget views replicated existing reports. Through process mapping workshops, DAI learned how Procore could replace spreadsheets, standardize reporting, and give accounting real-time financial data. Training began with accounting and coordinators, then expanded to project managers through workshops, practice sessions, and a live pilot project. Once tested, all active projects were connected and DAI went live on Procore Financials. Within 60 days, spreadsheets were eliminated, projects fully integrated, and subcontractors onboarded for online billing. Ascent provided continued support through a full billing cycle, ensuring a smooth transition and lasting success.