Customer Story
Bringing financial clarity to complex healthcare projects
Robins & Morton uses Procore to connect project financials across its vast, growing portfolio
The Challenge
Robins & Morton became one of the top healthcare contractors in the country by consistently taking on some of the most complex projects at scale. While the company had widely adopted Procore’s project management workflows, they were slower to adopt the financial tools due to complex data integration resulting in a siloed ERP system. Without easy access to project-level data, leaders encountered challenges to scale decision-making across the business.
The Solution
Robins & Morton made Procore implementation a full-time job — literally — by putting a former project manager in charge of companywide training and adoption. By adding Project Financials, reporting, analytics and standardized workflows via standard operating procedures, the company transformed Procore from a project management tool into a digital ecosystem that helps support smooth relations with specialty contractors, manage risk and opportunities, and drive smarter decisions.
The Results
- Centralized project financials into a single, real-time source of truth
- Helped to enable faster, better-informed decisions at both project and executive levels
- Reduced friction and helped reduce time required to access and distribute budget insights
- Improved proactive conversations around risk, fees, cash flow and trade commitments
- Increased consistency in how projects are reviewed and reported companywide
“This approach brings consistency to our financial reporting on every job. It makes it easier when the entire company is capturing and accessing this data the same way”
Rod Reedy
Procore Implementation Specialist
Robins & Morton
Built on experience, scaled with Procore
Robins & Morton has spent 80 years building a reputation for excellence — particularly in healthcare construction. Today, the company generates $2.5 billion in annual revenue and ranks among the nation’s top healthcare contractors, coming in at #4 on ENR’s 2025 list of Top Healthcare Contractors.
In 2015, the company adopted Procore as a project management platform, standardizing how teams handled drawings, RFIs and submittals across projects. But while execution became more consistent, financial visibility remained hampered by the company’s ERP system. “Accessing financials before Procore was challenging,” said Procore Implementation Specialist Rod Reedy. “It was an extensive process to get the basic information you needed.” As the business continued to scale, leadership recognized that they needed the same consistency Procore had brought to project management to project finances.
Financial clarity without friction
Robins & Morton’s first move was to place Reedy in charge of Procore implementation and training for the entire company. A former project manager himself, Reedy understood firsthand where teams struggled — and where better visibility could have an immediate impact.
The move paid off quickly. “Procore gave us a one-stop shop for managing the financials on our jobs,” Reedy said. Teams could now open a job in Procore and immediately see what’s committed, what’s pending and what’s changed. Now, teams can clearly see what hasn’t been executed yet, helping them to resolve items faster and get specialty contractors paid on time.
That visibility has changed day-to-day conversations. Instead of chasing paperwork or reconciling spreadsheets, project teams and leadership can focus on resolving issues in real time. “It’s about speed and clarity,” Reedy said. “If we know what’s pending, we can act on it — and that helps us maintain strong relationships with our trade contractors.”
Using AI as a practical advantage
Today, Robins & Morton is exploring Procore’s AI capabilities, particularly Procore Assist, to help teams find information faster. For Reedy, the value is less about automation than getting oriented quickly. “I see AI as a starting point,” he said. “It helps you identify where to look, especially when you’re dealing with complex projects and a lot of information.”
The fact that Assist is available on mobile devices makes it particularly useful to workers in the field, where quickly locating drawings, specifications or project details can help to save hours of searching. “If it's just available on desktop, that doesn't really help a PM,” Reedy said. “But if they can say, ‘OK Assist, help me identify which spaces have an eight-foot ceiling height,’ that can save a lot of time.”
Narrowing the gap between insight and action
Looking forward, Reedy believes AI’s biggest opportunity in construction is addressing information latency — the gap between when data is entered and when the right people understand what changed and what action is needed. “It’s not about replacing people,” he said. “It’s about compressing the time between data and insight.”
He envisions a future where configurable intelligence delivers timely summaries and alerts around things like budgets, daily logs, drawing revisions and change events, helping teams protect schedules, cash flow and quality without adding manual effort.
For Robins & Morton, that future builds on a foundation already in place. Procore has become less about adopting new tools and more about reinforcing how the company operates at scale — turning project data into insight, and insight into action, as the business continues to grow.
