Procore and PeopleSoft Integration for Boston Children’s Hospital

Challenge

As the healthcare industry gets more competitive, staying world-class is a challenge for every hospital. To address these concerns, Boston Children’s Hospital (BCH) initiated a series of development projects for state of the art care facilities to increase their capacity to serve. The budgets for these projects were significantly larger than in previous years, so having a system to manage projected cash flow was critical.

Previously, BCH had used two separate systems: Procore to manage project delivery, and PeopleSoft for financials. BCH needed a way to utilize Procore's new Forecasting module with costs tied directly to PeopleSoft without manual entry.

Our Solution

BCH sought out a solution to integrate financials between Procore and PeopleSoft. They wanted a system which would not require burdensome programming or complicated setup. Fortunately, Calance had a solution designed to make integration straightforward and simple called Dimension. Dimension, is a cloud-based system that ties financial data between many applications, with out-of-the-box, configurable integration points between Procore and PeopleSoft. BCH chose to implement the following integration points:

• Vendors
• Projects
• Budgets
• Commitments & Changes
• Payment Requisitions
• Direct Invoices
• Misc and Freight Costs
• Expenses & Payroll
• Check Payments
• Forecasts*

Note: Forecasts is an export from Procore into Hyperion Capital Planning

These integration processes were configured for BCH, and rigorously tested to ensure that all project costs were accounted for. The integrations keep 150+ projects in sync with PeopleSoft, down to the last penny. With Dimension in place, Project Managers using Procore have a full and up-to-date view of all the costs associated with the project they are managing. They also don’t need to wait for IT or Accounting teams to export and import data manually as the integrations work in near-real time to keep information in sync. In addition, Calance’s “as a Service” approach ensures the various integration flows are maintained, updated, and automatically enhanced as the underlying Procore APIs and PeopleSoft Component Interfaces evolve.

Results

Boston Children’s Hospital saw immediate benefits from this integration. After implementation, there was an elimination of double data entry into their systems. This means that instead of having each piece of data manually imputed into their system, the integration did it automatically. As a result, the data quality increased, as human error was eliminated. The automatic action also allowed for instantaneous data entry, where in the past these data points were only updated manually. With increased efficiency, data entry was put on the back burner and workers were able to focus on what really mattered: making children well.