SOFTSQUARE CASE STUDIES

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Timing is everything, whether it is for an individual or an organization. Unnecessary delays in project execution can increase overheads for an organization which could have been avoided.

COMPANY BACKGROUND

Velociti is a technology deployment services company that installs electronic equipment to customers across various industries. A key goal of Velociti is to maximize productivity. Their field workforce includes numerous technicians spread across the US installing components in buildings, vehicles, retail outlets, etc. 

Since 2010, Softsquare has been delivering work order processing and field service software to Velociti.

OBJECTIVE

Velociti wanted to track their productivity and analyze the delays in project deployment. Their goal was to understand the source of the delay and reduce the gaps as soon as possible.

TECHNOLOGY

Velociti had already implemented Salesforce platform and the data for the project status was available in Salesforce.

BUSINESS CHALLENGES

There were some challenges before analyzing the data in the system.

  • There was no system or dashboard to present the data for productivity
  • The data model was complex with multiple objects involved hence complex calculations were required
  • There were limitations in Salesforce reporting and dashboard creation
  • The data available for crunching was huge exceeding one million rows

SOLUTION AND VALUE ADDITION

The Softsquare team decided to employ Salesforce Einstein analytics to address these issues. Salesforce Einstein Analytics is a state of the art technology which is adept in crunching data and delivering meaningful insights. The deliverable was a mix of out-of-the-box solutions as well as hand coded complex SAQL query to measure different KPIs and parameters.. Some of the salient features of the solution are explained below

  • Delay calculation based on source – from internal or external source
  • Timelines for installation productivity – Planned vs actual installations

Softsquare team’s value addition was seen through the following additional feature.

  • Delay cost – Cost incurred due to delays from customer side

OBSERVED BENEFITS

The Velociti team was able to rein in their delays under control and the overheads reduced by 20%.