Dopex x Billy Partnership

Billy Teams Up with DOPEX to Redefine Operational Excellence in Construction Compliance

Billy is proud to announce its partnership with DOPEX (Department of Operational Excellence) — the ConTech professionals who specialize in transforming project operations. Together, we’re helping contractors, project teams, and finance leaders streamline compliance processes, unlock efficiency, and fully realize the value of their technology investments.

About DOPEX

DOPEX offers professional services to achieve operational excellence in the construction industry. Their team helps companies define strong standard operating procedures, optimize project management tools like Procore, and implement ERPs such as Acumatica. Additionally, they build custom integrations and dashboards.

Kris Lyle and his team bring deep industry expertise and hands-on support, ensuring that software investments translate into measurable improvements in compliance, risk management, and project delivery.

Why This Partnership Matters

Construction teams often struggle with compliance because:

  • COIs, W9s, and licenses are scattered across emails and spreadsheets
  • Workflows between project management, ERP, and finance systems are disconnected
  • New software is underutilized without the right processes and training

By combining Billy’s automated compliance tracking with DOPEX’s professional services expertise, contractors gain:

  • Centralized compliance management across systems
  • Automated vendor requests and renewal reminders
  • Optimized workflows tailored to their business processes
  • Real-time reporting for executives and finance teams

Simplified COI and Compliance Management

DOPEX brings proven services that help construction customers succeed:

  • Custom Integrations & Reporting: Connecting Billy with Procore and your ERP, BI tools, and dashboards for complete compliance visibility.
  • Standardize Operating Procedures (SOPs): Clearly define compliance processes teams can follow with confidence.
  • Construction Management Software Optimization: Hands-on configuration and training for tools like Procore.
  • ERP Implementation & Support: Deploying and connecting systems like Acumatica to eliminate silos.

Breaking Down Silos in Construction Compliance

Before this partnership, many teams managed compliance with disjointed tools (email chains, spreadsheets, and standalone software). These fragmented workflows increase the risk of missed documents, coverage gaps, and delayed approvals.

By embedding Billy’s compliance capabilities into the Procore and ERP platforms, users benefit from a streamlined process that centralizes all compliance documents and automates critical tracking tasks. The result is a unified system that reduces errors, saves time, and improves overall operational efficiency across the entire commercial real estate ecosystem.

Built for the Future of Construction Operations

The Billy-Dopex partnership represents a forward-thinking approach to risk management and compliance in construction operations. As the industry evolves, demand grows for smarter, automated tools that can handle increasing regulatory requirements while simplifying daily workflows.

Both teams are committed to continuous innovation, enhancing integration capabilities, adding new compliance features, and expanding support to meet the changing needs of property and workspace professionals.

Get Started with Billy and Dopex Today

Ready to streamline your compliance process and boost operational efficiency? 

Connect with our team to learn how Billy and Dopex work together to simplify compliance tracking and management for your construction operations.


Schedule a demo and see how automation can transform your subcontractor compliance today.

Frequently Asked Questions

Where are COIs usually stored in Procore?

COIs are often scattered across emails, spreadsheets, and multiple management platforms. Billy centralizes COI tracking in one secure system, fully integrated with Procore for easy access and management.

How does Billy help request COIs from vendors?

Billy automates the COI request and renewal process by sending reminders directly to vendors and allowing them to upload documents into the platform, reducing manual follow-ups and ensuring compliance is always current.

Can Billy integrate with the Accounting software?

Yes. Billy’s integrates with platforms like Sage 300, Sage Intacct, Oracle JD Edwards, and more to streamline workflows and embed compliance tracking directly into your existing tools.