Best Practices for Procore Conversations
Tool Set Up
Set your preferences: Tailor Conversations to suit your company’s needs. Admins can configure Conversations to customize features like group creation and editing capabilities. Can any project member create a group? Or does it make sense to limit that functionality? Do you want users to have the ability to edit their messages? Or does it make sense to limit editing capabilities? Since the goal is to build adoption across your organization, a good rule of thumb is to limit the amount of restrictions. Learn how to configure Conversations.
Test it out: Instead of opting into Conversations for all projects, enable it on one project to get started. This creates the ability to understand how a project team at your company will adapt to this new tool. Identify which groups, settings, and workflows work best for project teams at your company. Leverage these findings to inform rollout strategy.
Standardize Conversations Set Up: To create consistency across your company, consider creating the same groups for each project. By creating a uniform experience across all projects, users will become accustomed to communicating in the same ways, thereby increasing adoption of this tool.
Implementation
Send a company announcement: Alert internal stakeholders of this new tool by sending company-wide communication. Be sure to mention where users can find it and a brief description of what it is.
Set Expectations: Be clear on how Conversations is expected to be used across each project and what types of communication, if not all types, should be moved to this tool.
Host a Lunch & Learn: We’ve created a helpful video designed specifically for internal teams to host a lunch and learn. Use this helpful content to educate your teams.