Complex contractor management made simple on Salesforce.
This global utility provider is part of a wider corporate family. The leadership team came to Endiem with the challenge of harmonizing the critical business information and operation into one central instance of Salesforce, rationalized in optimized, group-wide business processes.
Contractor Management was part two of a four-stage roll-out. Let’s take a look.
To deliver specialist services to their clients, the properties division was frequently coordinating multiple contractors. The challenge they faced was that contractor information was recorded and managed in different ways across the group.
To streamline the planning, roll-out, billing, and ongoing management of their services in partnership with external contractors, the team needed a solution that worked across all entities. What was required was a standardized approach, providing the critical information while taking away the heavy lifting in terms of administration.
With so much information already being captured within Salesforce at the sales stage, the solution was clearly to leverage this Account and Opportunity data and then standardize.
Our global client had a custom object, ‘Partnerships’, already in use, and Endiem’s recommendation was to stick with this structure while relating the functionality more effectively with the Opportunity.
Endiem put in place several carefully judged enhancements to making this a reality:-
“Endiem has given us a much more robust and standardized process for our external contractor management. We can plan and activate services more quickly on behalf of our customers while maintaining total budget and quality control without ever missing a deadline.”
Director IT & Digital Applications