Transforming Onboarding With Okta Integration

Case Study

Transforming Onboarding at a
Climate Risk Analytics Company with Okta Integration

Coastal rocks and ocean scene illustrating seamless onboarding with Okta integration.

i3solutions integrated JIRA and Okta for a climate risk analytics company, so a single JIRA onboarding form now drives user provisioning, Okta group assignment, application access, and terminations. A custom Okta workflow reads each form submission through a reference table and provisions the account without manual IT steps. The same integration extends Okta single sign-on to over a dozen third-party applications, including GitLab, Google Workspace, Snowflake, Salesforce, and AWS.

The Customer

And Their Challenge

The client, a climate risk analytics company, provides climate risk analytics to organizations that need to quantify and manage their exposure to climate events. Its scientists turn climate models into decision-grade data, and its clients use that data to plan around specific physical risks rather than react to them.

The company’s onboarding details lived in JIRA while user authentication ran through Okta, and the two were not connected. The company wanted the handoff automated end to end. The goal was to automate user provisioning, group assignments, application access, and terminations based on selections made in the JIRA form.

Mobile login screen showing Okta integration for seamless onboarding.

The Solution

User Onboarding and Provisioning, Automated

When a new hire joins the company, a ticket created in JIRA starts the onboarding process. Through strategic modifications to the JIRA form, i3solutions has empowered the company to collect a comprehensive array of data necessary for accurately provisioning user accounts, defining group assignments based on roles and responsibilities, and facilitating seamless access to essential applications and resources.

The JIRA form is the single point of entry for employee credentials, department affiliations, access permissions, and hardware requirements. The details are entered once, everything downstream reads from that record, and each new team member gets the accounts, group memberships, and applications that match their role.

i3solutions facilitated the integration of JIRA and Okta to streamline authentication and access management processes across the company’s digital ecosystem. JIRA holds the onboarding record; Okta enforces who can reach what.

Access permissions stay synced with employee profiles, so each person holds exactly the access their role and responsibilities call for. Terminations process through the same path: access privileges are revoked promptly, and security and compliance hold without anyone chasing accounts.

Okta onboarding platform for seamless employee identity management.

A custom workflow within Okta activates when the JIRA form is submitted. A reference table maps the form selections to Okta groups, the user account is provisioned in the company’s environment, and email notifications tell stakeholders the account is live. The right people get the right access without a single hand-off between teams.

User changes and terminations run through the same JIRA-Okta workflow. A role change updated in the JIRA form triggers the workflow, which reads the reference table and adjusts Okta group assignments so application access matches the updated profile. A termination initiated through the form deprovisions the user’s access and revokes privileges immediately. The employee lifecycle, entry to exit, runs on one integration.

Technologies

Used in the Solution

Okta integration streamlines onboarding processes for enhanced security and efficiency.

Okta is an identity and access management platform that connects users to applications and data across devices and platforms. The custom Okta workflow runs authentication and access management across the company’s technology environment.

I3solutions logo featuring Jira and Okta integration for seamless onboarding.

JIRA is the project management system where the company’s onboarding starts. The customized JIRA form, integrated with Okta, drives the onboarding process: user provisioning and application access run from what the form captures.

While the JIRA-Okta integration stood as the central focus of this project, i3solutions’ expert consultants went above and beyond to ensure seamless Okta integration with a diverse array of over a dozen third-party applications to provide single-sign-on capabilities. Among these notable tools are:

Modern onboarding process with Okta integration for seamless user access.

GitLab is a DevOps platform for developing, securing, and deploying software.

Okta integration streamlines onboarding process for enhanced security and efficiency.

Google Workspace is a suite of cloud-based productivity tools that includes Gmail, Google Drive, Google Docs, and other collaborative applications for businesses and organizations.

OKTA onboarding process for seamless identity management and security.

Snowflake Data Cloud is a cloud-based platform that provides data warehousing, analytics, and data sharing capabilities in a scalable and flexible environment.

Salesforce onboarding process with Okta integration for seamless user access.

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage sales, customer interactions, and marketing activities.

Spinmaker logo featuring a blue abstract shape for onboarding solutions.

Spinnaker is an open-source, multi-cloud continuous delivery platform used for deploying and managing applications across various cloud environments.

Okta Integration streamlines onboarding process for enhanced security and efficiency.

Prefect is an open-source workflow orchestration platform designed to automate, monitor, and manage data workflows across diverse systems and environments.

AWS and Okta integration for seamless onboarding process.

Amazon Web Services (AWS) is a cloud computing platform offering computing power, storage, and database services to businesses.

Okta integration streamlines onboarding process for new employees in Jira Work Management.

Benefits
and Business Impact

Where the JIRA-Okta integration shows up in the company's day-to-day operations.

Business team collaborating with digital CRM integration tools.

Enhanced
Security

User authentication and access management are centralized in Okta, cutting the risk of unauthorized access and narrowing the paths a breach could take.

Data analytics and fusion tools for strategic awareness and analysis.

Improved
Productivity

Employees reach their applications with a single set of credentials. Less time managing logins, more time working.

Seamless Okta integration for efficient onboarding and secure identity management. Enhance your onbo.

Faster
Onboarding

Provisioning and group assignments run automatically from the JIRA form, so new employees have their tools on day one and onboarding costs less in both time and effort.

Data analytics and fusion tools for strategic awareness and analysis.

Compliance
Adherence

Access policies and permissions are enforced consistently across JIRA and every integrated application, keeping access aligned with regulatory requirements and internal security policy.

Data analytics and fusion visuals for strategic awareness enhancement.

Reduced IT
Overhead

User management runs automatically and self-service covers routine requests. IT administrators spend their time on projects, not account maintenance.

Business analyst reviewing data charts and reports for strategic analysis.

Enhanced User
Experience

Single sign-on (SSO) through Okta gives employees one set of credentials for everything they are entitled to reach.

Frequently Asked Questions

What did i3solutions build for the company?

A JIRA-to-Okta integration. The JIRA onboarding form captures employee credentials, department affiliations, access permissions, and hardware requirements. On submission, a custom Okta workflow assigns the user to Okta groups from a reference table, provisions the account, and notifies stakeholders by email.

What technologies does the solution use?

Okta for identity and access management and JIRA for the onboarding ticket and form, connected by custom workflow automation. Okta single sign-on covers over a dozen third-party applications, including GitLab, Google Workspace, Snowflake, Salesforce, Spinnaker, Prefect, and AWS.

Does the integration handle role changes and terminations?

Yes. A role change updated in the JIRA form re-runs the Okta workflow, which adjusts group assignments and application access to match the new profile. A termination initiated through the same form deprovisions the account and revokes access promptly.

Can our team operate this without i3solutions?

Day-to-day operation happens in the JIRA form your team already uses. The reference table defines how form selections map to Okta groups, so routine additions, changes, and terminations do not require custom development.

If onboarding and offboarding still run on tickets and manual checklists, this is a solved problem. An assessment maps your identity stack, the integration points, and the effort involved. You leave with a concrete plan whether you build it with us or not. Start the conversation

Onboarding and offboarding that run on tickets and manual checklists is a solved problem, which is what makes it an expensive one to keep. A senior architect will map your identity stack, the applications that have to be reached, and what the automated version would take.