Wipfli

Wipfli helps Commercial and Public Sector Owners, General Contractors and Specialty Contractors select, implement, adopt and maintain construction technologies.

We possess deep Industry Proficiency in:

• Construction & Real Estate
• Federal, State, Local & Tribal Government
• K-12 & Higher Education
• Healthcare
• Financial Institutions & Insurance
• Building Material Supply Chain

Procore Implementation & Application Integration: Wipfli has a deep bench of Procore implementation, customization, and adoption experts. We understand that the long-term success of a Procore implementation requires expertise not just in the Procore platform, but also in the integration of software stack that interfaces with Procore to create seamless workflow, dataflow, and security across systems. 

Financial Operations & Systems: Our team has decades of experience in financial operations modernization, tax code & risk compliance, and ERP selection & implementation. From integrating Procore with leading accounting systems like Sage Intacct, NetSuite and Microsoft Business Central, to optimizing workflows and reporting, we deliver pragmatic solutions to ensure you maximize your people, process and technology investments. 

Data Migration and Unification: Creating a unified, seamless data structure is critical to the long-term success of any construction technology investment. We like to say, ‘A successful AI strategy depends entirely on a successful data unification strategy’. Wipfli has decades of experience with complex data migration, and unification. We are experts in Data Lake, Warehousing and Cloud solutions, such as AWS, Azure, Microsoft Fabric, Oracle Cloud, Databricks and Snowflake.

Business Insights, Analytics & AI: Wipfli has deep expertise in helping clients maximize Procore Helix (formerly Analytics 2.0). However, many customers are looking to combine the analytics of several critical construction software such as Procore + ERP. We develop multi-system insights and dashboards that help the COO, CFO, CIO and Job Site leadership manage their key performance objectives.

With Wipfli, you gain a partner who understands how all the people, process and technology pieces fit together to create the operating model you need to maximize construction efficiency and financial objectives.

In addition to Wipfli's full suite of Procore design and implementation services, we partner with Procore to provide a broad range of complementary technologies and services. 

Integrations: We can develop custom integrations or implement connectors with any application and Procore. ERP & CRM, for example:

• Sage 100, 300, Intacct
• NetSuite
• Microsoft Business Central
• CMiC
• Vista
• Spectrum
• Salesforce
• Microsoft Dynamics

Analytics & Data Structure:

• Strategy & Roadmap
• Custom Dashboard & Insights design
• PowerBI / Snowflake / Databricks / Microsoft Fabric
• Data Migration and Data Warehouse / Lake design
• IPaaS implementation ex. Boomi, MuleSoft, Workato
• AWS & Azure cloud migration and infrastructure

Application & AI Agent Development:

• Custom Application design such as our Energy Tax Incentives AI for Procore and our Capital Planning Tool for Procore.
• Feature / Function gap coverage via low code / no code design.

FieldOps:

• Scheduling
• Field Service, ex. ServiceTitan

Digital Transformation:

• CIO Advisory
• Technology Investment Rationalization
• Strategy & Roadmap Development
• Software Selection

Organization Performance:

• Business Process Consulting
• Change Management
• Program Management
• SOP & Workflow design, implementation and adoption

Client Advisory Services

• Fractional and Outsourced accounting, CFO, and Controller
• Payroll and Accounts payable