Procore Qualification Management & Safety Card

Web and mobile
Overview
Procore’s safety offering lagged behind top competitors, leaving a major gap in our product line. This became urgent when one of our largest customers said they would leave Procore unless we could replace a third-party safety tool they depended on. The Director of Product branded the initiative “The Hammertech Killer,” aiming to compete directly with one of the industry’s most widely used platforms. We began by mapping the entire safety onboarding experience, as we normally would, before scaling back for an MVP. Ultimately, leadership directed us to prioritize delivering for this customer by late 2025, which led us to narrow the scope to focus on Qualifications Management as the first phase.
Role
Lead Product Designer
Main Use Case
As a Safety Manager for a general contracting company, to be able to see what certifications that workers have and if they're current or expired.‍
Timing
7 months
Team
Product Manager, Enigneering Manager, Developers, UX Researcher, UX Content Designer
Skip to ResearchSkip to Design ExplorationsSkip to Final DesignsSkip to Outcome
Project Objectives
current problem
General Contractors need a reliable way to confirm that every person stepping onto a job site is properly trained and certified. Before this work, most relied on paper forms, physical certification cards, or third-party software, which slowed down onboarding and increased safety risks. My role was to design an end-to-end solution for managing worker qualifications, orientations, and digital safety cards all directly inside Procore.
business goals and product alignment
  • Close the competitive gap in safety features by introducing a digital qualifications management system inside Procore that rivals leading competitors like Hammertech.
  • Retain a major enterprise customer by delivering a safety solution that could replace one of their key third-party apps, reducing their reliance on external tools.
  • Give safety managers and field leaders instant visibility into worker certifications, including the ability to track, filter, and validate qualifications across projects and companies.
  • Digitize and centralize worker credentials so field workers can upload, update, and carry their certifications in a consistent, portable format—accessible with or without a Procore account.
  • Lay the groundwork for a broader safety onboarding workflow by delivering Qualifications Management as the first phase, with future expansion to full safety and orientation processes.
Key Metrics
# of companies actively using the qualifications dashboard
# of unique qualifications uploaded and tracked
% decrease in expired or missing worker qualifications over time
Increase in qualifications updated before expiration
Research
target audience
Safety Managers
Our primary target audience was field users, including superintendents, project managers, foremen, engineers, and architects. These individuals rely on accurate and accessible documents to be productive on physical construction sites. It was also critical that the solution would support international markets.
General Contractors
Specialty Contractors
kickoff
This project was kicked off the Safety team onsite with product, engineering, and myself mapping the full onboarding and qualification workflows.

Master flow diagram of entire onboarding process

As directed by leadership, to prioritize delivering for this customer by late 2025, my team and I had to narrow the scope to focus on Qualifications Management for GCs only as the first phase.

Jobs to be done for General Contractor persona

GC qualification management flow diagram

Mobile flow

We validated these flows with customers, then visited active job sites to understand real-world constraints.

Job site visit

Design Explorations
Low fidelity
I moved quickly into low-fidelity mockups for early feedback from internal stakeholders, ensuring we addressed the right problems before investing in high-fidelity designs.

This also helped to keep teams aligned, as I coordinated across internal groups to prevent overlapping work and ensure consistency.
mid fidelity
Mid fidelity designs were shown to customers to get initial feedback to make sure we were going in the right direction. Very positive feedback was received and I was able to iterate on these designs to get closer to high fidelity mocks that could be passed off to engineering. Some of the feedback is listed to the right.
  • Need to be able to narrow scope and not just entire company (ex. regions, branches) 
  • Users who are managing workers aren't usually the people who create the Qualifications in the system
  • Users would rather see less of an overview of projects in the breakdown and more of projects that actually need attention
To address the mobile use-case of needing to give safety managers and field leaders instant visibility into a worker's qualifications in the field, the Procore Safety Card was introduced to customers. It needed to address public access to workers who don't have a Procore account but at the same time be able to be controlled by someone like a Safety Manager.

Feedback was very positive, considering a lot of companies use a similar idea (usually with QR codes) but it all has to be done manually and is duplicative work. If Safety Card could automate and automatically connect to workers that are already stored in a GC's Directory, preboarding and onboarding on site would become much more efficient.

The only priority feedback received was that the designs need to include the expiration date and have that be a prominent feature. That is the only important thing regarding workers' qualifications.  
Final Designs
high fidelity
High-fidelity flows helped engineering assess feasibility and timelines. While in consistent communication with my engineering team, I was able to continue progressing through high fidelity designs at the same time engineering was assessing.

I had to take this aggressive approach to design to be able to meet our deadline.
Click image to view some high fidelity screens
The Safety Card was designed as a fast, on-site verification tool for field leaders. Using either a QR code or NFC tag (often placed on a worker’s hard hat) superintendents can instantly view a worker’s verified certifications in Procore.

Based off customer feedback I focused on making the qualifications and their expiration dates clear and easy to see.  
Outcome
Impact
  • Reduced onboarding time for workers
  • Increased visibility and compliance for safety managers
  • Laid the foundation for Procore’s first integrated qualification management system
Key metric results
Adoption
Drove rapid uptake of the Qualifications Management dashboard across multiple enterprise customers within the first release window
usage
Drove rapid uptake of the Qualifications Management dashboard across multiple enterprise customers within the first release window
safety card activation
Drove rapid uptake of the Qualifications Management dashboard across multiple enterprise customers within the first release window
< Market Research Report
Procore Document Management >
LInkedinEmail