2021-05-procore-hero3

Procore’s IT and service teams move work forward faster with Slack integrations

“Whether it’s for procurement, payroll or HR, our business teams facilitate all of their IT service requests in Slack. It’s so much easier and faster than email.”

Shane RedmanDirector of Information Security and Engineering , Procore

With a roster of more than 1 million construction projects worldwide, it’s clear that Procore the software platform custom-built for the construction industry, is breaking ground on a global scale. Procore gives construction crews real-time access to critical instructions, aligning everyone on the job site for faster, more efficient teamwork, which raises standards and reduces risks.

Building a solution that improves communication across a construction company, from the field to the office—saving customers precious time and money—wouldn’t be possible without reinforcement from Procore’s aligned, robust IT team. That’s why Procore’s IT and service teams rely on Slack, the channel-based messaging platform—along with key Atlassian integrations—to support its service teams and keep the engines humming behind the scenes.

Setting up a unified service desk in Slack with the Jira Cloud integration

When Shane Redman took the helm as director of information security and engineering at Procore, his first priority was steering Procore’s business units away from email and onto an enterprise service management platform. With its powerful workflows and project tracking, Atlassian’s Jira Cloud integration for Slack proved to be the optimal solution, saving valuable time by reducing context switching and automating routine tasks.

Additionally, Redman emphasized that the Jira Cloud integration has given him increased visibility into his team’s overall productivity. “Setting up a centralized place where you can easily see metrics can help you maintain manageable workloads for your teammates,” Redman says.

Jira’s ticketing solution also enables teams across Procore to respond to employee requests directly from Slack without needing a separate system or interface. Any time a ticket is submitted, teammates see a notification in their designated Slack channel. As teammates make progress, they can attach their conversations to the Jira ticket for easy reference.

jira slack integration

Procore’s human resources team also creates custom checklists in Jira for streamlining employee lifecycle management, from onboarding to offboarding, then uses Slack to manage them. An employee lifecycle refers to the time an employee spends at an organization, covering the recruitment process to day-to-day performance to offboarding. When an employee is either onboarded or offboarded, automation sends a Jira ticket into a designated Slack channel. Human resources can also easily disconnect or disable users with custom Slack integrations.

“Now employee lifecycle management is completely automated and takes place in Slack 100%,” Redman says.

kelli bonin procore

“Slack drives cross-functional visibility. Instead of working in a reactive and siloed atmosphere, we’re equipped to take a proactive approach and collaborate in real time with an evolving, intelligent platform.”

Kelli BoninManager of IT Network and Security Operations, Procore

Building a robust event response system

Slack is integral to the day-to-day operations of Procore: keeping the business running and allowing IT professionals to loop in necessary parties during projects and events. “Slack is very much at the center of our universe,” says Redman. “Being able to use a channel in Slack to communicate with our teams quickly, versus searching a thread of emails, is invaluable when working in a fast-paced environment.”

Kelli Bonin, the manager of IT network and security operations at Procore, explains that the Jira integration allows her teammates to keep stakeholders in the loop as events are happening. Essentially, the on-call incident response team communicates in specific channels while another team member summarizes the business impact and communicates with stakeholders in a separate channel.

The incident response team uses Jira to pipe real-time updates into Slack. So as the team makes progress, it can push Jira tickets directly from Slack into its service desk. The Opsgenie integration for eventing works together with communication automation to push Slack updates via Workato to targeted Slack channels.

Bonin emphasized that these integrations foster openness and visibility between teammates and leadership. And transparency is the secret sauce driving the IT team’s success. That’s because discussing new processes and procedures in Slack channels keeps everyone in the know, generating more cohesive sprints.

“Moving critical processes fully into Slack channels has created more openness,” says Redman. “Even the most quiet voices in the room feel comfortable making suggestions and asking questions in Slack.”

Without robust IT operations, enterprises like Procore wouldn’t be able to fulfill their ambitious missions to drive global change. For Procore, Slack is just the right tool to keep teammates and leadership aligned by encouraging transparency, collaboration and speedy communication.

“Slack helps us keep a pulse on our service tests, so we always have the information we need right at our fingertips,” Bonin says.