USE CASE: Product Installation
Objective: Manage installation of multiple fiber products sold to a customer and calculate the critical dates based on dependencies between orders, work orders, permits and locations. If a location is under construction, date dependencies will include construction milestones.
Each project is composed of multiple fiber orders, equipment locations, central offices, permits, etc and understanding the impact of delays in one component on the overall project completion date is near impossible using out-of-the-box tools in Salesforce.
Understanding these dependencies is critical for successful project completion.
Solution & Results
Order processes were designed in Work-Relay for each product type. Dependencies on other processes and objects (ie, construction related milestones) are built into key steps to wait for those to complete before being able to move forward with the Order process. In addition to the process designs, a Project “control panel” was set up using Work-Relay forms which rolls up dates from each of the component processes and objects (orders, locations, permits, etc) and shows how timing delays in any of the component parts will affect the overall timeline of the project.
Clear visibility of timing impacts between related processes.
Catching timing conflicts early makes course correction easier and allows customers to be notified of delays earlier.
End-to-end project visibility using Progress Scorecard and Gantt views.
Increased on-time project delivery significantly.
PROOF OF CONCEPT
Simplify complex processes and projects with Work-Relay
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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.