Solutions & Compliance Manager

VP Field & Operations


Manufacturing, Medical Device


Service Cloud

Salesforce Field Service

ServiceMax Asset 360


Transformation & Implementation


"With Uptima’s Salesforce (SFS), ServiceMax (Asset360), ERP, and integration experience, we were able to efficiently work through the design, build, and implementation of our integration with SAP and Sage 500.

The experiences Uptima brought to the table helped us to remove prior headaches and add additional capabilities from what we had before”


Solutions and Compliance Manager

Customer dealt with fragmented service processes between departments and products, with different processes used at a regional level to execute field service

Manual field service processes made tracking inventory and service calls difficult, and resulted in inefficient use of customer and employee resources

There were potential asset revenue and service revenue leakage

Current legacy ERP systems had no service integration

Uptima implemented ServiceMax Asset 360 and Salesforce Field Service to meet customer's requirements

Aligned Field Service processes to meet a global standard with regional variances

Implemented full inventory management, field and depot work order processes

Schedule optimization, including resource skill matrix

Implemented mobile field service functionality, service contract, and preventative maintenance

Supported business transformation activities in implementing SAP

Full integration of master and transactional data throughout Sales Cloud and Service Cloud objects into SAP S4/Hana

Browse More Uptima Case Studies

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