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Procore to Power BI Migration - Evolvous

Get Better Insights for Your Construction Business with Procore to Power BI Migration 

Procore to Power BI Migration. Analytics holds key to success in the modern construction business. Advanced analytics helps you to optimize resource utilization, identify opportunities to save costs and enhance overall project efficiency. Many construction businesses rely on Procore to manage their projects. Procore also offers analytics with its ‘Procore Analytics’ service. This looks good as managers can access project management and data analytics features in one single platform. 

However, when it comes to actual analytical abilities, Procore leaves much to be desired. In fact, Procore Analytics itself is based on Power BI service. Therefore, having custom Power BI solutions for your construction has the potential of bringing you better results. 

Know More About Power BI: Power BI has tremendous potential in transforming your construction business. Visit our Power BI solutions page to know more about how Evolvous can help you tap into the potential. 

With Procore to Power BI migration, you can upgrade the analytical abilities within your construction industry. Here, we would look at how Evolvous can help you with Procore to Power BI migration. 

But before we do that, let us look at some of the advantages of using custom Power BI over Procore for your construction business. 

Advantages of Custom Power BI over Procore Analytics for Construction 

As said before, Procore Analytics itself is based on the Power BI service. Therefore, it shares some of the same features that Power BI has. However, Power BI migration will give you access to a wider range of features and advanced analytical abilities.  

  1. Customized Deployment: Your construction business might have specific requirements of its own, which might be different from other businesses. Procore Analytics comes with standardized features, which makes it unable to meet your unique needs. On the other hand, custom Power BI allows for tailored deployment, perfectly suited for your needs. 
  2. Scalability for Complex Projects: Compared to Procore Analytics, custom Power BI solutions are highly scalable. This makes it suitable for handling complex and large datasets, ensuring that it meets the diverse data processing and analysis requirements of large and complex projects. 
  3. Diverse Data Integration: Procore Analytics can only work with the data available within the Procore platform. So, you would need to import data into Procore which causes delay. Power BI allows you to connect to various data sources, allowing for real-time data analysis. 

These are some of the benefits of using Power BI over Procore analytics. This makes Procore to Power BI migration an ideal option for construction businesses looking to gain better insights from your data.  

Now, let us see how you can migrate from Procore to Power BI Analytics with the help of experienced consultants from Evolvous. 

How to Execute Procore to Power BI Migration 

The process of migrating from Procore Analytics to Power BI varies, depending on the specific needs of your project. After detailed discussion with all stakeholders, we will create a custom process that will ensure efficiency and minimize disruption to your operations. 

First, let us look at what you will need. 

Things You Need for Procore to Power BI Migration 

Here are some of the things that you need to execute Procore Analytics to Power BI migration.  

  1. Power BI Account: You need to have an account on the Power BI service. Ensure that you have the required access and permissions to execute the migration. 
  2. Power BI Desktop: The Power BI Desktop is a Windows application that can be downloaded for free. This application will be used to create reports in Power BI. 
  3. Procore Data Export Tools: Procore might have specific tools or APIs for exporting the data. If required we also use custom scripts to export project details, documents, schedules, permissions, and entities. 
  4. Data Source Connectivity: Make sure that the existing data sources that you use in Procore Analytics can integrate with your custom Power BI deployment. 
  5. Power BI Gateway: If the data source is on-premises, you will need to install and configure Power BI Gateway to facilitate data refreshment and maintain data connectivity. 
  6. Testing Environment: Testing is important for Procore Analytics to Power BI migration. Therefore, you need a testing environment to test ETL (Extract, Transform, Load) and other migration actions. 

These are only some of the components that you need to migrate from Procore to Power BI. Depending on your case, you might need additional components. Contact us to know about the entire range of requirements for your custom Power BI migration project. 

The Process of Procore to Power BI Migration 

Here is an overview of the steps that we follow for Procore to Power BI Migration. The exact process might differ based on your project. 

STEP 1: Data Extraction from Procore Analytics 

Approximate Time Taken: 1 to 3 weeks. 

What We Do: We begin the process by extracting the data from Procore Analytics. Our team will use Procore’s data export tools, relevant APIs or custom scripting to export the required documents, schedules, and other relevant information from Procore Analytics. 

STEP 2: Data Transformation and Cleaning  

Approximate Time Taken: 2 to 4 weeks. 

What We Do: Next, we need to ensure that the data extracted from Procore Analytics can be ‘used’ by Power BI. This might include cleaning and reshaping the data to match the format suitable for Power BI. In most cases, we use Power Query or other transformation tools to transform the data.  

STEP 3: Development of Reports in Power BI Desktop Application 

Approximate Time Taken: 2 to 6 weeks. 

What We Do: At this stage, we will create Power BI reports using the Power BI application, based on the transformed data extracted from Procore. The design of the dashboards and visualizations can be further modified depending on your needs. Our team will also connect the required data sources to your Power BI reports, so that the data can be analyzed in real time. 

STEP 4: Testing and Validation 

Approximate Time Taken: 1 to 3 weeks. 

What We Do: We will set up a testing environment where we will validate the accuracy of the data, the reports’ functionality and how users interact with them. If required, a testing team will be created from members of your organization. The system will be optimized based on their feedback. 

STEP 5: Deployment to Power BI Service 

Approximate Time Taken: 1 to 2 weeks. 

What We Do: The final stage of Procore to Power BI migration is to publish the reports to the Power BI service. This will ensure that relevant team members can access and collaborate on the reports. Based on your input, we will set the access permissions. Our team will also conduct user training to familiarize your team members with the new reports, dashboards, and the natural changes from Procore Analytics. 

The Challenges of Procore to Power BI Migration 

Migrating from Procore Analytics to a custom Power BI environment is not devoid of challenges. Here are some of the most common challenges that you can encounter: 

  • Data Mapping

Even though the data formats used in Procore Analytics and Power BI are similar, data mapping is still a challenge, as it is with any migration. Improper data mapping might result in inconsistencies. 

  • User Familiarity and Training

Your team-members might be accustomed to Procore Analytics. In such a scenario, they might face a learning curve when transitioning to Power BI. Effective training is required to familiarize them with the new environment and ensure faster adoption. 

  • Downtime and Transition Period

Procore to Power BI will require downtime. In the case of prolonged downtime, it can disrupt operations management workflows which can lead to project delays. 

Why Choose Us for Procore to Power BI Migration? 

Here are some of the reasons why you should trust Evolvous for Procore Analytics to Power BI Migration. 

  • Industry Experience

At Evolvous, we have worked closely with the construction industry. This has made us aware of the unique challenges that you face. We develop custom solutions that perfectly meet the needs of the industry and your business. 

  • Lower Downtime 

Thanks to our technical expertise, we can devise an efficient process to manage the migration. This helps us to reduce downtime and minimize the disruptions to your workflow. 

  • Complete Support and Training 

 When shifting to a new system, you might encounter issues from time to time. That is why we offer ongoing support and comprehensive training to instill confidence in your team and ensure that you get the expected performance from the system. 

Explore More Custom Solutions for the Construction Industry:  

Helping you gain more useful data insights is just one of the ways we help the construction industry. From document management, process automation to business app development – we offer a range of custom services for the construction industry. Click here to explore more. 

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