ProcurementExpress Partners with Tate Engineering to Streamline Multi-Project Construction Procurement
Leading construction management firm implements advanced procurement automation to manage complex client workflows and project budgets
December 12, 2025 – ProcurementExpress, a leading procurement automation platform trusted by 764+ organizations nationwide, announces its implementation with Tate Engineering, a prominent construction management company specializing in multi-client project coordination and CCDC contract management.
Addressing Complex Construction Procurement Challenges
Tate Engineering approached ProcurementExpress to solve sophisticated procurement challenges unique to their construction management model. The company manages two distinct workflows: internal vendor commitments with construction management fees and client money management with purchase orders on behalf of multiple clients.
“Construction companies face unique procurement complexity that standard business software simply cannot handle,” said a ProcurementExpress spokesperson. “Projects require detailed budget tracking by individual buildings for different clients, while maintaining strict separation between departments and cost centers.”
Key Implementation Focus Areas
The ProcurementExpress implementation addresses Tate Engineering’s specific operational requirements:
Project-Based Budget Control: Each construction project requires individual budget tracking with restricted access controls, allowing project managers to view only their specific projects while maintaining overall financial oversight.
Complex Approval Workflows: Multi-step approval processes accommodate varying authorization levels based on purchase order values, with large amounts requiring client approval and smaller amounts handled by internal teams on clients’ behalf.
QuickBooks Integration: Two-way synchronization with QuickBooks enables seamless data flow between procurement and accounting systems, eliminating duplicate data entry and ensuring financial accuracy.
Contract Management Beyond POs: The system handles full CCDC contracts (40+ pages) using purchase orders as placeholders for comprehensive contract tracking, addressing construction industry requirements beyond simple procurement.
Streamlining Complex Document Workflows
Tate Engineering’s previous process involved 4-5 backup documents with each purchase order, creating administrative burden and potential for errors. The ProcurementExpress implementation provides:
- Account code capture essential for accurate budget tracking
- Data export capabilities with customizable column ordering for Excel reporting
- Email-based approvals with comprehensive audit trails tracking sent, opened, and acknowledged status
- Vendor portal options for streamlined supplier communication
Industry-Specific Construction Features
The implementation leverages ProcurementExpress’s construction industry expertise, building on success with similar organizations. Recent customer testimonials highlight rapid implementation: “Takes 15 minutes to set up a $50M+ project and have your team up and running. New users can be trained in a matter of minutes. Highly recommend, especially to those in the construction industry.”
Implementation Approach
ProcurementExpress provided Tate Engineering with comprehensive trial access including admin login and different role-based logins for thorough system testing. The “try to break the system” approach ensures the platform meets all operational requirements before full deployment.
Support includes dedicated email assistance and custom video responses for complex queries, reflecting ProcurementExpress’s commitment to construction industry success. Two-factor authentication ensures security compliance for sensitive project information.
About ProcurementExpress
ProcurementExpress serves 700+ organizations globally with procurement automation software that delivers an average 814% ROI. The platform specializes in mid-market organizations across healthcare, government, education, manufacturing, hospitality, construction, and nonprofit sectors. With QuickBooks integration, mobile approval workflows, and comprehensive supplier management capabilities, ProcurementExpress eliminates procurement complexity while ensuring financial control and compliance.
About Tate Engineering
Tate Engineering provides construction management services with expertise in multi-client project coordination, CCDC contract management, and complex approval workflows. The company manages construction and project management teams across multiple departments, serving diverse clients with varying project requirements and approval processes.
