Customer Overview
Industrial Manufacturing Company - the global leader in stored energy solutions for industrial applications. Company complements it's extensive line of Motive Power and Energy Systems with a full range of integrated services and systems. Manufacturer sales and service locations throughout the world.
Location
United States
Employees
Over 10k
Problem/goal
- Field Service processes requires optimization​
- Number of acquired divisions are not aligned in terms of business processes​
- There is no unified platform sustainable to host all of divisions for preventative maintenance and other processes​
- License utilization is not optimized (third party services are not used at full potential)​
- Legacy systems are expensive to support and maintain, not to mention they lack flexibility and are morally obsolete​
- Data to calculate KPI is spread out and inconsistent between systems​
Solution
- Align Business Processes and implement a core capabilities on Salesforce Platform​
- Utilize Standard Salesforce features to cover as much requirements as possible without sacrificing Business Users efficiency​
- Implement reusable elements that can be used by any division with configuration or minimal adjustment​
- Review the use of 3rd party tools and services and evaluate replacing them with SF capabilities​
- Evaluate and implement division specific capabilities that can still be re-used by same divisions in different locations or by other divisions
Technologies used
Results
- Salesforce is now the unified platform for most divisions to be used​: harmonization mindset is now driving business decisions​.
- Preventative maintenance is now much more automated with Salesforce Preventative Maintenance module: saving time by automatic Work Order generation according to templated Maintenance Plans​.
- There is centralized way of managing operational data: 1) calculating KPIs and plan resources more accurate​ 2) improving efficiency and collaboration between teams​.
- Business processes are more aligned and standardized, still providing room for division and location specifics​.
- Some underused 3rd party apps and services are replaced with Salesforce capabilities to optimize budget distribution​.
- Technical assessment is conducted highlighting the need of refactoring for some already existing configuration​.
- Improved efficiency of Field technicians due to standardizing the tool for different types of work on site.
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Business outcomes
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