Uptima modernized a legacy service operation for a top medical equipment manufacturer

The Challenge

A medical equipment struggled to scale due to manual processes and an outdated legacy system

Manual and time-consuming quoting and support processes hindered the organization's ability to scale its business effectively.

A critical lack of data integrity led to field activities going unlogged and inventory shipments occurring without proper tracking tickets.

The company's legacy SAP system was outdated and no longer capable of accurately tracking and managing complex field actions.

The Solution

Uptima helped the client secure annual savings through automated quoting and inventory management

Uptima integrated a unified solution on Service Cloud and Field Service to achieve complete visibility into parts and shipments, ensuring every field action is linked to a trackable ticket.

The implementation streamlined the quoting lifecycle to significantly reduce overall "time-to-quote" and free up valuable resources for customer acquisition.

The team implemented a specialized loaner and consignment solution designed to eliminate operational waste and properly secure inventory.

Uptima automated routine support processes, successfully replacing manual communication with triggered, data-driven workflows.