Our customer is a leader in oilfield services that operates separate entities under the company umbrella.

They have ambitious growth plans, so they needed a field service management solution that would grow with them.

Goals for the project included cost savings, generating efficiencies for field technicians, uniting siloed data, and generating a 360-degree customer view for company leadership.

Challenge

The previous field management system was expensive and difficult to maintain. Its architecture lacked configurability and essential workflows that would benefit field teams, executive leadership, and customers alike.

Solution & Outcome

① ForeFront’s Maestro Health Check tool consolidated and seamlessly transferred data while preserving the integrity of existing information.

② Custom-built components support key field service workflows to help technicians and other Salesforce users quickly create quotes, generate work orders, and more.

The customer has the foundation they need to successfully modernize field operations, improve revenue, and scale.

Revenue leaks are plugged, licensing costs have decreased, and the organization has 360-degree customer visibility. User adoption amongst technicians has also improved, because they have the tools they need to work efficiently, no matter where the next job takes them.