Introducing PlanGrid Connect Powered by Workato
Construction is all too familiar with the risks associated with too many touchpoints. In each project, information is constantly coming in from multiple project stakeholders in varying formats. In a paper world, it takes a monumental effort to prevent complete disorganization. But even in today’s landscape where jobsites are more digitized than ever, information still remains siloed due to lack of integration between technology platforms.
While many construction companies have now graduated from paper to digital documentation, the use of multiple technology platforms creates a new kind of disconnect in information. As a result, companies are not able to leverage data and information across a project effectively. On top of that, the amount of intensive manual work often needed to connect information between critical technology platforms—if at all—fails to incentivize IT teams to prioritize potentially game-changing integrations. In fact, a full 30% of construction professionals report that none of their applications are integrated.
At PlanGrid, we know that construction companies needed a better way to efficiently connect their applications and automate their workflows. We’re thrilled to have recently launched our newest integration platform; PlanGrid Connect powered by Workato.
Interested in learning more about how construction companies use PlanGrid Connect? Join us on October 24 at 1 pm EDT for a live webinar. Autodesk’s James Cook (Head of Strategic Alliances and Partnerships for PlanGrid), Sophat Sam (Technical Services for PlanGrid) and Michael Bugbee (Senior Subject Matter Expert – Construction for Autodesk) will showcase how you can use PlanGrid Connect to build a connected experience across your applications – including PlanGrid and BIM 360 – and automate your daily tasks.
In this webinar, you’ll learn about how construction companies use PlanGrid Connect to:
- Rapidly create integrations through a drag-and-drop, no-code platform
- Customize how they programmatically share information between their critical applications
- Keep the office and the field connected by syncing data and documents between PlanGrid and BIM 360
The Next Generation of Construction Integration: PlanGrid Connect Powered By Workato
Construction projects are complex, involving many stakeholders, processes and technology platforms that each serve critical needs on a project. No one builds a project on their own. They assemble a best-of-breed team of specialists that come together to deliver the project to their customers.
Just as they assemble a team of specialists, construction companies want to unite their specialized technology applications so they can better complete projects as planned, on time and on budget. To make it happen, IT departments need a quick and simple way to integrate all of their software so that information is automatically exchanged between essential platforms.
Enter PlanGrid Connect powered. Build a connected business, eliminate manual work and drive productivity by customizing how information is shared between the applications your team uses the most. Every integration can be tailored to fit your organization’s exact needs and automatically updated as technology platforms improve and your business scales. PlanGrid Connect is helping make us compatible with even more best of breed software applications, which is exactly how construction companies run their businesses.
With PlanGrid Connect, simplify and automate daily tasks and give users a smarter way to access their data and communicate with the project team. Now, PlanGrid can be connected to practically every major system that construction companies use. With a library that allows you to build integrations between hundreds of applications in one place, connecting your most important applications has never been easier. Plus, PlanGrid Connect provides an out-of-box, no-code platform so you can create flexible integrations without relying on engineering resources.
So what does the next generation of construction integration look like? To highlight the powerful integrations made possible through PlanGrid Connect powered by Workato, here are five ways it boosts productivity and creates new workflows for construction teams.
Connect the Cloud
Construction companies using PlanGrid want to be able to integrate the software with their cloud storage – but they also want to be able to select the type of information that is exchanged. Box, Dropbox, Sharepoint Online, Google Drive and Egnyte are just a few cloud storage platforms that PlanGrid can integrate with through PlanGrid Connect. Plans and documents are automatically sent from these services into PlanGrid to save your organization time and eliminate duplicate work
Through PlanGrid Connect, integrations with cloud storage are automatic and schedulable. For instance, if you upload documents into Egnyte, there are no extra steps or effort to get them into PlanGrid. Teams can even get a backup as-built set to automatically sync from PlanGrid to Egnyte daily. When the plans, documents and images have all been exported, the facilities management team can access and export an accurate turnover package they can use to manage the project more cost-effectively.
Manage Your Tasks
If you’re finding yourself endlessly searching through your email to find details and information on multiple projects, you already know your time can be better spent elsewhere. PlanGrid Connect makes it easy to streamline Tasks from beginning to end. For example, if your construction teams are using Asana for task management, the app can integrate task information with PlanGrid through PlanGrid Connect. Instead of having to log into multiple systems, this option virtually eliminates the hassle of tracing accountability during complicated projects. If there are any “ball in court” items on a project that have been entered in PlanGrid, with the right set up, this can be immediately communicated to the responsible parties in the Asana dashboard.
Using PlanGrid Connect, it’s also possible to set up synchronization between your apps (e.g., Smartsheet or Airtable) for better organization strategies. For example, if there’s a new snapshot that comes in that documents a structural issue, you can use PlanGrid to upload that photo as an attachment and then view it in your Rows in Smartsheet. From drawings to photos to RFIs, users can monitor the status and track the progress of changes that occur on a moment-to-moment basis. When workers have access to more intuitive and connected ways to input information, they can make documentation a constant habit rather than an afterthought.
Considering the immediacy of construction, PlanGrid Connect simplifies how important notifications are sent and received. Whether the message comes from Slack, Cisco Spark, Outlook or Gmail, you can connect your systems to PlanGrid through PlanGrid Connect. Set parameters based on the types of messages and who they’re from, so you’re only getting the notifications that are most relevant to your job and team.
Once a project change occurs, messages can be sent straight to your inbox so you only have to keep track of one major hub. By customizing notifications for your RFIs, you have a far better chance of responding on time, every time. You can also send notifications to key groups about major delays or issues that may come up along the way. When stakeholders and investors are kept in the loop they can proactively plan for any delays or conflicts.
It’s common to let seemingly small details create big delays to your construction plans. Minor changes that need to be signed off on can push projects back for days or even weeks. However, with PlanGrid Connect, PlanGrid can connect with platforms such as DocuSign or Adobe Sign, so approvals can come faster and projects can move forward. Save and organize completed and signed documents in PlanGrid so they can easily be found and referenced out on the jobsite.
Using PlanGrid Connect, you can now use CRMs such as Salesforce or Microsoft Dynamics in conjunction with PlanGrid. The connection platform makes it simple to import contact information from stakeholders so everyone has the data they need at their fingertips. For instance, when a contractor updates their winning bid in Salesforce as “Closed Won,” the update can automatically trigger a new project in PlanGrid and include all of the right stakeholders to immediately get the ball rolling.
Additionally, construction teams can export PlanGrid information to different databases for further analysis. For example, you can use information from PlanGrid in MS SQL to further round out your data visualizations. When PlanGrid data is automatically exported to programs such as Tableau or PowerBI with an integration powered by Workato, construction companies can gain more insight into stability problems or corrections that need to be made.
Custom Technology Integrations Made for Your Company
For companies using a variety of construction software vendors to keep their construction projects on track, PlanGrid Connect allows you to connect the dots with PlanGrid. This allows teams to keep using their favorite best of breed software without sacrificing visibility into the many facets of the project. As the applications you use improve, PlanGrid Connect keeps up with the changes so you can focus on what matters most, not integration maintenance. Plus, PlanGrid Connect also opens doors to custom integrations with the added benefit of premiere support.
Additionally, PlanGrid continues to add tried and true technology vendors to our existing partner ecosystem. In the last month, Zverse, SBN, Safety Reports and OxBlue have been added to growing list of best of breed software solutions PlanGrid can effortlessly integrate with. Plus, PlanGrid Connect’s partner, Workato, is constantly adding more apps to their library, making it that much more likely companies will be able to integrate PlanGrid with practically every platform they use.
Connect Your Construction Tech with PlanGrid Connect
PlanGrid Connect is the skeleton key that ties everything together, giving real-time access to critical data in plans, progress photos and reports to anyone who on the project who needs it, no matter which application they use. If you want to learn more about how to create powerful integrations and build a connected experience across all of your favorite construction technology applications, contact us to see how PlanGrid Connect can enhance your business.
If you’re interested in learning more, register for our webinar today.