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.

The Problem

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.

The Solution

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:-

  • Standardization of page layouts to provide all users with the same experience
  • Testing and updating validation rules, where necessary, to ensure all data was compliant
  • Security update and permissions reconfiguration so that only specific individuals could make changes going forward, ensuring that the contractor process remained standardized
  • Reports and dashboards creation and assignment to give all team members access to the correct information at the right time
  • Training of all users to ensure that they were getting the most significant value from contractor infrastructure

The Results

  • Complete visibility of contractor status data
  • Streamlined booking and deployment of contractors on projects
  • A more seamless customer experience
  • Standardized reporting across all contracts

“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

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