CUSTOMER SUCCESS STORY

Autism Spectrum's Field Efficiency Up 14% with Smart Rostering Integration

Aspect
Country

Australia

Industry

Not-for-Profit Organization

Service offering

Implementation & Enhancement

Technology

Field Service, Integration

About the Company

Autism Spectrum Australia stands at the forefront of providing exceptional support and services to individuals on autism spectrum. As an organization deeply committed to enhancing the quality of life for those it serves, ASPECT has embraced innovative solutions to meet the complex needs of its community.

Business Challenges

  • Challenges in effectively monitoring and managing the performance of its field service resources.
  • Managers needed a specialized dashboard to understand how their reporting resources were performing with regions, appointment volume level information.
  • Reward System within Salesforce to display accomplishments such as Self Assesment(SA) completion and quarterly targets.
  • Support for advanced rostering system for capturing all field service technician data within salesforce.

Solution Details

  • Implemented a custom dashboard that sets, tracks, and analyzes performance targets for service appointments, enhancing clarity and focus on key metrics.
  • Developed managerial dashboards for regional data filtering, appointment volume assessment, and resource monitoring.
  • Introduced a dynamic Salesforce component for tracking quarterly SA completion and displaying personalized rewards.
  • Automated leave calculations and linked them to performance dashboards, with streamlined approval workflows.
  • Revamped business processes for a specific business unit and integrated PDF Butler for efficient billing processes, enhancing workflow and reducing errors.
  • Established real-time updates in Salesforce through a two-way integration with Tanda, improving roster management.
  • Migrated existing processes from process builders and workflows to support process automation within Salesforce.

"CRMIT Solutions has proven to be a true partner in every sense, consistently demonstrating flexibility and responsiveness to our evolving needs. Their tailored solutions have made a significant impact to our operational efficiency."

Robyn Silber
Business Solutions Manager, Autism Spectrum

Value Delivered

  • Boosted employee motivation through an innovative reward system, achieving a 12% increase in Service Appointment completion rates, significantly enhancing overall performance.
  • Enhanced rostering capabilities led to a 14% improvement in field service efficiency by minimizing scheduling conflicts, streamlining operations.
  • Improved reporting capabilities, enabling better decision-making with advanced data insights and management tools.
  • Reduced approval time for leaves, ensuring more efficient workforce management and smoother operational flow.
Increase in Self Assessment completion rates
0 %
Improving field service efficiency
0 %

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Expertise
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customer success

1500+

Successful Customers

Engagements

4.9/5

App Exchange

CSAT

600+

Salesforce

Certifications

20+

Years Of Managed

Service Experience

Customer Satisfaction

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Credentialed People

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