Drove process efficiency through digital transformation
Property Inspection Services Company is a leader in professional claims and inspection solutions.
Empowered clients with real-time visibility into inspector availability, streamlining the scheduling process
Optimized resource allocation by integrating a system that accurately schedules field technicians in sync with customer needs
Enabled effective communication channels between field technicians and the company, fostering better service delivery and operational responsiveness
Executive Sponsor
Industry
Products
Services
Challenges
The customer faced several substantial hurdles in their operations
Challenges in accurately scheduling resources with customers, impacting service efficiency
Limited customer visibility into inspectors' schedules, complicating the appointment-setting process
Insufficient communication between field technicians and the office, affecting service execution and client relations
Results
Uptima executed a comprehensive digital strategy involving Service Cloud, Field Service, MuleSoft, and Digital Engagement:
Developed a centralized scheduling platform that offers customers direct insight into the availability of inspectors
Integrated systems that facilitate seamless scheduling of field technicians for property inspections
Established a robust communication framework that allows field technicians to interact efficiently with the service provider