USE CASE: Product Installation

CDK Global

Objective: Manage long-running, multi-phase software implementations for car dealerships. Multiple product lines with many process variations need to be accommodated.


The implementation processes require tight handoffs between different groups, some overseas.

Managing the handoffs has been problematic, with tasks often assigned to groups before predecessor tasks have been completed.

Data related to the processes needs to be gathered and be reportable to determine bottlenecks and other areas where performance can be improved.

Solution & Results

Work-Relay processes were developed for different products, with one process often launching a number of related processes based on the customer order. Many of the processes have steps that are tied to due dates calculated by date fields in the data model. As these dates change in the source records, they update the due dates in the process, so managers can keep close track of their implementations using a Gantt view and via Progress Scorecards. Extensive use of Work-Relay forms allows data to be captured dynamically and used in many areas of the process.

Eliminate errors.

Perform plausibility checks when entering data so that errors and queries can be avoided from the beginning.


Auto database updates, issue creation, and web service invocation increases efficiency and improves accuracy.

Reduce miscommunication.

Keep track of accurate information, make it always available, and make changes immediately visible.

Increase efficiency.

This includes providing intelligent processes that guide users through required activities, delivering just-in-time knowledge to ensure the most optimum outcome, updating knowledge in the course of doing work, and capturing feedback where it happens.


Save time.

Eliminate status meetings and calls by providing real-time process/project status. Reduce lag time through automated notifications, reminders, and escalations rules, reminders, and checklists.

Optimize operations.

Easily configure real-time reporting on key operational risk metrics, including timeliness, volumes and trending. Ensure thresholds like Service Level Agreements are monitored and reported on.


Simplify complex processes and projects with Work-Relay

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Work-Relay Solutions

Streamline Business Operations

Manage business operations with agility.

Overcome Spreadsheet Limitations

Move complex operational spreadsheets to Salesforce.

Migrate Legacy BPM

Migrate legacy BPM systems to Salesforce.

Control Citizen Development

Decrease the learning curve and increase governance.

Maintain Process Discipline

Bring business process discipline to project management.

Manage Complex Processes

Enhance your ability to manage operational complexity.

Unify Work Management

Replace company work management systems.