Introduction

Construction teams today face greater complexity than ever, including multiple software platforms, compliance requirements, disconnected workflows, and rising expectations for operational efficiency. To help contractors navigate these challenges, industry leaders from Billy, Calance, and DOPEX joined a recent podcast discussion to share practical insights on ERP integrations, vendor compliance, and process excellence.

This article distils the conversation into actionable takeaways for construction professionals looking to modernise their tech stack and strengthen performance across the field and office.

1. ERP Systems: The Backbone of Construction Operations

ERP systems (such as Sage 300, Sage Intacct, and Viewpoint Vista) serve as the financial and operational core of modern construction companies. Daniel Williams, Director of Integrations at Calance, emphasised that the most critical and often overlooked role of ERPs is ensuring clean data flow between project management and accounting systems.

Through integrations like Procore → Sage or Autodesk Build → ERP, teams can:

• Automatically sync invoices, commitments, and change orders
• Eliminate double entry and spreadsheet reconciliations
• Reduce payment delays and risk of financial errors
• Maintain a single source of truth across departments

When done well, ERP integrations operate in the background and allow field, finance, and compliance teams to work in lockstep.

2. Why Vendor Compliance Is Still a Major Pain Point

Despite advances in software, most contractors continue to struggle with vendor compliance, especially around:

• Certificates of Insurance (COIs)
• W9s
• Business licenses
• Safety documentation
• Project-specific insurance endorsements

Nyasha Gutsa, CEO of Billy, explains that compliance becomes overwhelming when contractors juggle multiple systems, documents, and processes.

Billy addresses this by:

• Centralizing all compliance data in one place
• Automating COI collection and renewal reminders
• Using AI + human review to validate documents
• Syncing compliance status into Procore and Sage
• Reducing the burden on project managers

The result: fewer surprises, fewer non-compliant subs onsite, and fewer financial risks for the GC

3. DOPEX: Why Process Comes Before Technology

Kris Lyle, founder of DOPEX, stressed that technology alone cannot fix operational inefficiency.
Many contractors buy software hoping to “solve” a process problem—only to find that the workflow remains broken.

DOPEX helps builders:

• Audit their current processes
• Select the right tools
• Train teams on implementation
• Align technology with how work actually gets done

This ensures companies avoid tech clutter and instead build a lean, efficient, tech-enabled workflow.

In Kris’s words: “Tools don’t solve problems—process does.”

4. Integrations in Action: What ‘Good’ Looks Like

The experts also shared real-world examples of how integrations improve day-to-day construction operations.

Calance’s long-standing work with Procore highlights how seamless integrations should function:

✔ They run quietly in the background
✔ They reduce admin labor
✔ They eliminate redundant steps
✔ They ensure accuracy between field & office
✔ They let project teams focus on the work—not on systems

Whether integrating Billy compliance data into Sage or connecting production tracking tools like Riskcast into Procore, the goal is always the same:

Make construction teams more efficient without adding friction.

Conclusion: Key Takeaways for Construction Leaders

The discussion made one thing clear:
Integrated technology + strong processes = a competitive advantage in construction.

Here are the main lessons:

✔ ERP integration is essential

Automated financial and project syncing reduces errors and saves hours every week.

✔ Vendor compliance must be automated

COI and document workflows are too important—and too risky—to manage manually.

✔ Process should lead technology

Tools amplify existing processes; they don’t replace them.

✔ Expert partners accelerate execution

Companies like Billy, Calance, and DOPEX help contractors adopt tech the right way.

Construction is moving fast. The companies that succeed will be those who eliminate administrative burden, strengthen compliance, and build predictable, scalable workflows.

Ready to Streamline Your Compliance Workflow?

Billy automates COI tracking and helps construction teams stay compliant without the manual hassle.

Try Billy free for 30 days: https://billyforinsurance.com/request-demo/