VP of Strategic Projects


Electrical & Technologies Construction


Service Cloud

Field Service

ServiceMax Asset 360

Experience Cloud


Transformation & Implementation 

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

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

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Everything To Revenue™

Accelerate your top line across every single customer touch point. Seamlessly.

Finally, a tech stack to monetize all touch points across all channels.

We approach products and pain-points with your entire business process in mind. Not just what your business looks like today, but also what you want your business to look like several years from now. With this approach, we build a solution that can— and will — grow with you.


Identify pivotal opportunities for growth

Explore Strategic Advisory


Drive data and efficiency with automation across the entire product-to-cash journey

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