USE CASE: Mass Customization / Service Provisioning

Localsearch Australia

Objective: Increase the efficiency of the digital marketing process.


No holistic visibility into plans, status and results for a broad range of people.

Spreadsheets and generic project management tools are unable to handle the complexity and volume of projects.

Collaboration is fragmented across multiple communication channels.

Lack of early warning system that alerts users when SLA targets are in jeopardy.

Inability to include external users in processes.

Inability to rapidly respond to changing customer demands.

Inability to review and improve processes.

Solution & Results

Automatically trigger fulfillment processes upon the addition of digital products to an Opportunity. Provide complete real-time end-to-end visibility of process progress through Progress Dashboards and Gantt Charts. Facilitate the management of cross dependencies inherent in multiple products sold to an account by setting up constraints so that one product’s fulfillment is dependent upon another product’s fulfillment. Simplify the creation of process variations for different customers to ensure optimum outcomes. Facilitate the inclusion of external users. Facilitate collaboration in the context of the work being done using Chatter for all parties, thereby significantly reducing email traffic and speeding up problem resolution.

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.