Asset Installation Management

Asset Installation Management

Goal

Selling a product, in this case big, heavy devices, and placing an order is only the beginning of an Order Fulfillment process. Next comes Asset Installation; the ordered device must be completed, configured, shipped and eventually installed on a customer site. The installation of modern advanced devices can be really challenging, especially in the healthcare industry, hence a precise preparation and management of the installation process is so important. A dedicated project manager is responsible for the success of the installation which involves: construction inspection, power source certification, logistics, heavy lifting (many times the device is bigger than available building entries or windows), mounting device by certified engineer, and users training. We created an application hosted on Salesforce platform for Project Managers of Installations to support them in their complex work.

Size

500

End Users
Globally

8

Scrum Team
Members

6

Business 
Stakeholders

Global

Scale of the project

Duration

9 MONTHS from idea to GoLive (MVP)100%

Complex process madesimplefasteasy to use

Technology

Salesforce

  • TaskRay integration
  • Visualforce
  • Apex
  • Lightning
  • Auto assignment rules
  • Queues, Public Groups
  • Custom Sharing Rules
  • Survey system integration
  • Reports, Dashboards
  • SSO authentication
  • Integrations with external sytems

Other

  • Oracle
  • Siebel
  • Qualtrix
  • Pega

Date

30 September 2019

Tags

Healthcare, Order Fulfillment