ChatOps Automation for a Faster Presale Process

  • ChatOps Automation
  • Code Refactoring
  • Technical Consulting
  • Technical Support
Streamlining Presale Processes with ChatOps Automation

Client Background

Beyond Risk builds enterprise risk management software. As a DataOps platform, its goal is to assist organizations in modeling and mitigating complex security risks.

Business Challenge

Before engaging with Gart, Beyond Risk encountered various challenges with environmental management. Multiple development and sales processes require quick and dynamic environment creation and removal. Managing the existing environment architecture and infrastructure code conditions took a lot of work.

Beyond Risk asked Gart to speed up its presale process by automating the proposal creation process and letting prospects test the product themselves.
The second goal was an automation setup for end-to-end testing, so every system component could be checked in realistic scenarios without manual work.

Solution

To address the requirements of Beyond Risk, Gart proposed a solution based on Chatbot integration for IT Operations (ChatOps) automation. We reviewed Beyond Risk’s infrastructure and identified what needed to change and which code to refactor.
We then built an automation framework around Beyond Risk’s presale workflow.

We created an interactive flow that enables non-technical executives to generate dynamic and fully customized environments. When the actor issues a “slash command” interactive flow prompts for some predefined configuration (name, size, lifetime). Once the environment is created, a time-based function ensures its automatic deletion, thereby eliminating the risk of inefficient operations.

We integrated Slack as the primary communication channel for real-time notifications, delivering all action results directly to the designated Slack channel and promptly updating stakeholders about the request status.

Implementation has been performed using Slack API for interactive flow, AWS Lambda for business logic, and GitHub Action + Terraform cloud for infrastructure automation.

Adding the notification step helped us keep track of the success or failure of Terraform.

Beyond Risk’s solution architecture:

Solution Architecture - ChatOps Automation

Slack Notifications:

Slack Notification Center - ChatOps Automation

Results

Implementing Gart’s ChatOps solution for automating the proposal creation process shortened Beyond Risk’s presale cycle and removed most of the manual work from it.

The following outcomes were achieved:

Streamlined Presale Process

A Slack chatbot now runs the presale flow. Non-technical executives answer a few prompts and get a fully customized demo environment without involving an engineer. Proposal creation and testing both take less time.

Improved Environmental Management 

With refactored code and an optimized infrastructure, Beyond Risk no longer struggles to manage its environments. Refactoring the existing infrastructure code and architecture enabled quick and dynamic environment creation and removal, providing greater flexibility and scalability for development and sales processes.

Enhanced Automation and Testing Capabilities

The same framework runs automated end-to-end scenarios that check every system component under realistic conditions. Fewer manual steps also means fewer errors.

Real-time Notifications and Updates

The integration of Slack as the primary communication channel allowed for real-time notifications and updates on the status of requests. Stakeholders were promptly informed about the progress of actions, ensuring transparency and facilitating effective collaboration among team members. The notification step also provided visibility into the success or failure of infrastructure automation processes, allowing for timely troubleshooting and resolution.

With ChatOps automation, refactored code and an optimized infrastructure, Beyond Risk now runs a largely automated presale process, moves deals through the pipeline faster and lets prospects try the product early in the sales cycle.

The customer rated our services and the level of support at 5 stars. Learn from the review on Clutch.

DevOps Support Services for Cybersecurity Company

Gart continues to provide ongoing support to ensure the long-term success and scalability of the implemented solution.
Book a consultation with our experts.

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