Company: Procore
Year: 2021
Duration: 8 months
Role: Lead Product Designer
Team: Product Manager, Engineering Manager, Principal Designer
As a platform feature with wide-spread impact, besides the core team I also collaborated closely with:
Procore is a Construction Management platform that creates a central collaboration hub for owners, general contractors, specialty contractors, and other project collaborators across the entire project lifecycle. The Procore mission is to connect the global construction community on one, collaborative platform while delivering products tailored for each stakeholder.
In 2020 Procore pivoted its growth strategy to become a platform-first application. Global Search became one of the top priority initiatives for developing a robust set of Core Tools.
Procore evolved on a tool-by-tool basis, starting with Project Management, and then adding to Project Financials, Quality and Safety, and Preconstruction. The tools were very segmented making it hard to view relevant information without opening up multiple tabs and searching within the individual tools. We needed a way to allow users to search through thousands of data points across multiple tools and attachments to easily find what they are looking for.
In order to come up with a vision for what the Procore Search could be, I started with in-depth generative research. We set out to answer the question “What can Procore Search do for you?” The discovery sessions were divided by Procore personas, and asked each group:
I synthesized the recordings and whiteboard sessions and created a document. I used this research summary to create a readout deck with the findings to present to various stakeholders.
Based on the research findings as well as input from stakeholders and leadership, I came up with a list of features we wanted to include:
From there I created wireframes, user flows, visual explorations, and prototypes.
The final designs are based on creating a scalable framework in order to add new features and increase adoption by enhancing functionality.
Once the prototype was complete I used it to socialize our vision and ideas within our divisions’ Design, Product, and Engineering Leadership to get input and feedback. I also reached out to the discovery research participants to get their feedback as well.
I put together a pitch deck based on the list of features we started out with, to communicate and share our vision and ideas, and to provide some context.