Customer Success Story

Field Service

Oil & Gas

A Well-Oiled Field Service Management Solution ForeFront Migrates Oil & Gas Organization to Salesforce Field Service, Integrates Key Business Systems

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 generating efficiencies for field technicians, uniting siloed data, and generating a 360-degree customer view for company leadership.

About

Industry

Energy & Utilities, Oil & Gas

Solution

Salesforce Field Service (SFS) + ForeFront Solution Accelerator

How We Did It

① Swapped legacy solution for SFS and migrated essential data

➁ Deployed custom features within SFS to supercharge workflows

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

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

Components that were custom-built to support key field service workflows help technicians and other Salesforce users create quotes, generate work orders, and more.

Outcome

The customer has plugged revenue leaks, achieved 360-degree customer visibility, and generated significant savings.

User adoption amongst technicians has improved, because they have the tools they need to work efficiently, no matter where the next job takes them.

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

STATISTICS

$100K

Yearly savings with Salesforce

18

Months to recoup investment

40%

Time savings for technicians & other users

Ask About Our Field Service Accelerators

ForeFront’s pre-built solutions automate and improve common field service workflows and extend the standard capabilities of SFS.

Why should ForeFront lead your field service transformation journey?

For more than 25 years, ForeFront has provided systems integration and enterprise digital transformation services to market-leading organizations. As a NEORIS company, we have access to an impressive roster of technical experts from around the world.

Salesforce solutions are our specialty, and we have several dedicated field service experts on our team. We also have a broad range of platform and integration expertise.

Meet Our Field Service Experts

Portrait image of a man in a dark blue suit from the chest up

Chris Cook

VP, Global Sales & Manufacturing Practice

Portrait image of a man in a dark blue suit from the chest up

Kaushik Ghosh

Salesforce Practice Director

Want to learn more about ForeFront’s digital transformation services?

Let's Talk