Streamlined operations and improved productivity
Heavy Industry Company provides production equipment services for customers in automotive, steel, beverage and other heavy industries.
Mitigated risks and enhanced customer service by ensuring accurate tracking of warranties and contracts
Improved inventory management and asset traceability by implementing serialization for all assets and parts
Streamlined scheduling and dispatching by transitioning from Excel and ProntoForms
Facilitated growth by optimizing field service operations and reporting
Executive Sponsor
Industry
Products
Services
Challenges
Customer faced an array of operational obstacles hindering their goals of significantly enhanced efficiency and scalable growth
An absence of a comprehensive system for tracking warranties and contracts
A lack of serialization for all assets and parts, complicating inventory management
No established field service system, causing inefficiencies in operations
Dependence on Excel and ProntoForms for scheduling and dispatching, limiting organizational growth
Results
Uptima executed a comprehensive integration of Salesforce Field Service and ServiceMax Asset 360 to streamline and enhance the customer’s field service operations and reporting:
Instituted advanced tracking for warranties and contracts to ensure accountability and transparency
Implemented serialization for all assets and parts, establishing a robust system for inventory and asset management
Improved operational efficiency and coordination with a dedicated field service system for dispatching and scheduling, replacing reliance on Excel and ProntoForms
Paved the way for scalable growth through systematic improvements and adoption of advanced technologies