About Our Client
Last-Mile Fuel Distribution Company
Business Challenges
- Manual field service processes with email, excel sheets, and word documents
- Manual creation of Work orders and Service Appointments for customers
- Manual Service Appointment assignments to internal and external technicians
- Service Resource Tracking done in Excel
- Limited Service reporting capabilities
- Excel based inventory tracking
Our Solution
- Implemented Territory and Skills to align the appropriate resource for Service Appointments
- Configured Salesforce standard objects in Field Service Lightning
- Configured Work Rules and Service Objectives
- Configured Scheduling Policies, Recipes, and Scheduling Automation
- Implemented Service Resource tracking for Service Appointments
- Enabled Dynamic Gantt for operations management
- Configured Location & Product Items to track Inventory
- Configured Service Reports for performance management Managed business processes completely with Salesforce by transitioning all manual work to Field Service Lightning
Value Delivered
- Automated & Digitized Field Service operations and unified performance management
- Drastically improved operational efficiency of Field Service operations
- Reduced services costs and average time to repair
- Reduced travel costs by 10% with efficient dispatch and scheduling
- Improved Field Service performance which facilitated business expansion
- Successful implementation with positive customer feedback
