The client is a hi-tech professional services firm with the sole goal and aims to cater the best class services. They have a cultivated proven set of processes, methodologies, deliverables, and techniques to ensure their solutions and support services yield the best results for our clients.
Their program management and delivery methodologies are designed to fast-track customer success.
Challenges
An expanded ability to fulfill the demand for services in the partner channel
Ability to curate a professional services portfolio that is value-driven
Map the strengths of resources and track their service portfolio
Determine bench strength for capacity planning
Optimizing services and sales collaboration to increase revenue growth
Focus increasingly on value and outcome services
Solutions
An AI-powered Einstein Analytics (now Tableau CRM) dashboard was created to show leaders how much they can expect from their teams so they can conduct better resource planning, identify possible gaps, and allocate resources where they’re most needed.
Adding the custom fields to show different employees data in a single dashboard
Configuring the project section in the dashboard to visualize project details
Enabling resource utilization matrix to let clients get detailed information about project teams
Resource management dashboard overview was added to enable visualization of employees demographics & certifications
Adding visual scenarios to prepare for unforeseen circumstances like budget changes or loss of resources
Benefits
Talent utilization dashboard enabled effective managing of entire resources improving employee contribution and productivity with the following benefits:
Smarter scheduling and hiring decisions were made after analyzing the utilization of resources
Each resource’s utilization score can be viewed for any selected timeline – be it a particular day, week, a month, or more
Projects were managed with better visibility and transparency, reducing the risk of oversights
Monitoring team’s productivity and utilizing resources to their maximum potential helped derive a better ROI
It paved the way for operational analysts to compare billable and non-billable utilization of resources
Understanding the overall resource allocation and planning future engagements based on the availability of the employees
The talent and resource utilization dashboard offer one source of the truth.
1, true, true, false, false, buildWelcomeCard, No Thanks, Yes
2, true, false, Understanding ASVP (Application Support Value Plan), Powered by decision science^Built to improve& innovate& and secure your bussiness applications, A success plan for your Salesforce implementation^Use your applications with confidence^Streamline processes& reduce decision-making bottlenecks^Respond rapidly to new information or market shifts^, Back, Next ASVP UVP
3, true, false, ASVP Promises, false, Agile and accurate decision-making processes^Quicker& smarter decisions^Unmatched ROI and results from Salesforce adoption^Spectacular bussiness outcomes^Increased efficiency and reduced downtime^Ironclad data security^, Back, Next ASVP Editions
4, true, true, false, false, buildImageCard, Back, Next Complementing SF Success Plans
5, true, false, ASVP Complements Salesforce Success Plans, false, Maximize Salesforce potential and achieve better results^Get full value of the platform’s extendibility^Fast implementation with higher ROI from Salesforce^Get customizable app functionality^Accelerate your time-to-value^Work with Salesforce experts for tactical or strategic initiatives^Everything from configuration tweaks to custom built functionality^Convert your ideas into products with platform enhancement^, Back, Last One
1, true, US, https://www.wp.crmit.com/wp-content/uploads/2023/11/naveen-vemulapati-1.png, Naveen Vemulapati, Senior Vice President – US Operations & Global Analytics
2, true, AUS, https://www.wp.crmit.com/wp-content/uploads/2023/11/Mask-Group-2.png, Damien Scales, Asia pacific managing director
3, true, IN, https://www.wp.crmit.com/wp-content/uploads/2023/11/Mickey-Bedi-CNS.jpg, Mickey Bedi, Vice President & Geo Leader of India - Sales
