Modernized field operations through digital transformation
Commercial Door Repair Company specializes in providing exceptional door, gate, and dock equipment repair.
Reduced asset and service revenue leakage, safeguarding financial integrity
Streamlined and optimized resource scheduling, enhancing operational efficiency
Established standard operating procedures for service appointment intake and scheduling
Customized mobile app functionalities for technicians
Provided real-time analytics on utilization and performance
Decreased reliance on manual processes through event-driven automation
Executive Sponsor
Industry
Products
Services
Challenges
Customer struggled with disjointed service processes across various departments and products, with regional variations causing inefficiencies
Manual field service processes made tracking inventory and service calls difficult
Customer and employee resources were used inefficiently
Operational vulnerabilities created risk of asset and service revenue leakage
Results
Uptima implemented Salesforce Field Service and ServiceMax Asset 360 to meet the client’s unique needs:
Rolled out Salesforce Field Service enterprise-wide, integrating Field Service mobile application for enhanced mobility
Deployed ServiceMax Asset 360 for robust asset management
Ensured smooth transitions through Organizational Change Management, including structured communication and training plans
Optimized scheduling through territory management and implemented mobile field service functionality for on-the-go access