At Root, we value working closely with partners and clients on a day-to-day basis and find collaborating on Slack the best way to incorporate our practice of transparency into how we do this.
Transparency is a virtue we hold ourselves to in our everyday work. We realise that promoting transparency is essential to fostering collaboration and ensuring information is always accessible to our partners and our team. Siloing information in a black hole of emails, direct messages (DMs) and private channels is not useful to anyone.
In practice, this means setting up shared Slack channels between our team members and partners at the start of every project. To familiarise our partners with the tool, we share this simple guide to ensure that we can start collaborating transparently as soon as a project kicks off.
For those coming from an MS Teams, email-only or even Whatsapp-heavy environment, Slack is an instant messaging collaboration tool, which allows for both async and synchronous chats.
You can set up and use Slack via an app on your laptop/phone or via your browser. We recommend downloading and setting up notifications inside the app, instead of using Slack through your browser and getting email notifications every time you get a Slack message.
Slack has some useful guides to help you get started here.
Turn on two-factor authentication (2FA) for your Slack account for an added layer of security. You’ll need to have access to your phone when you sign into Slack — so if your password is compromised or stolen, only you can sign in to your account.
If you’re working across multiple channels, group them under Sections: Slack has a feature called ‘Sections’ that allows you to move channels under a named ‘section’. This is great for creating ‘must read’ sections versus ‘can read when I am free and not deep working’.
If you read a message and can’t manage it right now, you have three features at your fingertips to remind you later. To find them, click the kebab menu icon (three vertical dots) on the message:
Root is an end-to-end digital insurance platform that enables you to launch new products and digital engagement channels fast. We package all the compliance, regulatory and reporting complexities behind easy-to-use APIs, allowing your team to focus on building great customer experiences.