EXECUTIVE SPONSOR

Chief Information Officer

INDUSTRY

Property Inspection and Claims Services

CLOUDS

Service Cloud

Field Service

MuleSoft

Digital Engagement

SERVICES

Transformation & Implementation 

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

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

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