D.F. Pray Streamlines Compliance Management with Billy

D.F. Pray General Contractors, a prominent construction management firm based in Massachusetts, faced a common yet critical challenge: managing insurance compliance efficiently across multiple platforms. Managing insurance compliance and financial data required significant manual effort, often leading to inefficiencies and increased administrative workloads. With Procore serving as their operational hub and Sage 300 CRE as their accounting system, discrepancies between the two platforms created bottlenecks, delaying critical decisions.

To overcome these challenges, D.F. Pray partnered with Billy and Calance to integrate their systems and optimize workflows. Through this collaboration, the company transformed its processes, achieving seamless data synchronization, enhanced compliance management, and greater operational efficiency. 

Discover how Billy and Calance helped D.F. Pray unlock new levels of productivity and accuracy, setting the stage for continued growth and success.

The Challenge: Manual Processes and System Discrepancies

For years, D.F. Pray’s team manually entered insurance data into Procore and Sage. This dual effort consumed valuable time, increased administrative burdens, and heightened the risk of errors. Insurance compliance, a pivotal aspect of vendor management and project execution, was especially challenging.

Critical information, such as insurance limits, expiration dates, and compliance tasks, often needed updates in both systems. The lack of synchronization not only slowed down workflows but also made it harder for project managers and accountants to make timely, informed decisions.

Additionally, utilizing Sage for accounting and Procore as the operations software, discrepancies between the two systems occasionally created confusion and inefficiencies.

The Solution: A Tailored Integration with Billy and Calance

Recognizing the inefficiencies, D.F. Pray partnered with Calance, a trusted development firm they had worked with for over eight years. Calance’s ERP connector became the bridge between Sage and Procore, automating key workflows and synchronizing data to ensure both systems remained up to date.

The initial implementation focused on syncing insurance information, including types, limits, and expiration dates, between the two platforms. Calance also automated updates to compliance indicators, such as marking insurance as “received” in Sage and removing outdated information when insurance expired.

The final piece was incorporating Billy, an intuitive platform designed to proactively manage insurance compliance. Billy’s integration with Calance allowed D.F. Pray to address expiring insurance proactively, reaching out to vendors to ensure compliance while maintaining seamless data flow between Procore and Sage 300.

The Benefits: Efficiency, Accuracy, and Enhanced Construction Compliance

The impact of this integration was transformative for D.F. Pray, revolutionizing how they manage operations and compliance across projects. By automating processes, streamlining data flows, and ensuring real-time accuracy, the company was able to unlock significant improvements in several critical areas:

1. Reduced Administrative Burden

Automation replaced manual data entry, freeing up the team to focus on higher-value tasks. With systems in sync, duplicate efforts became a thing of the past, reducing errors and saving time.

2. Enhanced Decision-Making

With real-time financial and compliance data available in their respective systems, teams could make informed decisions without delays or uncertainties. Procore became a reliable hub for project managers, while Sage provided a consistent foundation for the accounting team.

3. Proactive Compliance Management

Billy’s user-friendly interface empowered the team to monitor and address expiring insurance proactively, ensuring vendors remained compliant. This not only minimized project delays but also improved relationships with vendors by streamlining communication.

4. Scalability for the Future

The flexibility of Billy with all the integrated systems ensured that the solution could adapt to D.F. Pray’s specific needs, whether that meant customizing Sage workflows or expanding functionality as the business grew.

Why Billy and Calance?

The decision to expand with Billy and Calance was rooted in trust and proven results. For Phil Moran, CIO of D.F. Pray, the choice was clear: “We wanted Billy for how it will help us proactively manage our insurance needs in an interface that’s useful to our personnel.”

Having worked with Calance for nearly a decade, D.F. Pray valued their partner’s intelligence, responsiveness, and ability to tailor solutions to meet complex requirements. The ability to adapt and evolve the system was a critical factor in their long-term success.By integrating Billy, D.F. Pray didn’t just solve immediate challenges—they built a dynamic framework capable of scaling with their business. 

As the construction industry continues to evolve, D.F. Pray is well-positioned to adapt, leveraging technology to stay ahead of construction compliance requirements, enhance operational efficiency, and maintain strong relationships with vendors.

For D.F. Pray, the decision to expand with Billy and Calance represents more than just a technical upgrade—it reflects a commitment to operational excellence and a forward-thinking approach to construction management. As they look to the future, the company is confident that their investment in the right tools and partnerships will continue to deliver measurable results and long-term value.

D.F. Pray’s journey is a testament to how the right combination of technology and trusted partnerships can transform not only how a business operates but also how it grows and thrives in a competitive industry.

A Model for Success

For construction firms looking to optimize their processes, the combination of Billy’s proactive insurance management and Calance’s ERP integration offers a proven path to success.

Ready to streamline your operations? Reach out today to start your free trial to see how Billy can help your business thrive.

Frequently Asked Questions 

How do you ensure that construction projects remain compliant with local laws and regulations?

Billy ensures compliance by streamlining the management of insurance certificates, permits, and other required documents. Our platform provides automated tracking, real-time updates, and reminders to help contractors meet local legal requirements and avoid penalties.

How does Billy streamline the construction compliance tracking process?

Billy simplifies compliance tracking by automating certificate management, document collection, and renewal reminders. Our user-friendly platform centralizes all compliance data, provides real-time updates, and alerts you to any gaps, ensuring your projects stay on track and meet legal requirements effortlessly.

What software do contractors use?

Contractors use various software to streamline operations and manage projects effectively. Construction management tools like Procore and Autodesk help oversee projects, while compliance platforms such as Billy handle documentation and legal requirements.