Streamlined 3 different business processes into 1 to unify fragmented departments, giving visibility to all key stakeholders
Design, Build, & Maintenance Solutions Company helps client projects by implementing solutions from several different production industries.
Customer did not initially recognize the value of implementing Service Cloud & Field Service and debated if the products were right for them
Uptima’s responsiveness and expertise in field service helped increase total ACV with the combined solution of Field Service and Asset 360
Executive Sponsor
Industry
Products
Services
Challenges
Service scheduling and dispatch tool did not meet expectations, customer desired a native Salesforce platform
Each region & office was using its own processes
Needed help consolidating and collecting invoices for all parties involved on a work order for completion
Desire to consolidate various data sources, productivity, and planning tools that dispatchers and project managers used.
Performance information scattered amongst different tools
Results
Uptima assisted with the Organizational Change Management of the project
Gave customer structured processes and training plans
Consolidated Work Order Management, Scheduling tools, and Manpower database
Streamlined process and allowed for sharing of resources amongst divisions