Managing projects and workorders with Salesforce Field Service Lightning
Due to many acquisitions, EQUANS’ (fka ENGIE Solutions) IT landscape was very fragmented. The aim was to align all departments and to offer additional functionalities.
The different departments needed to have a better project and workorder management tool, linked with the planning of the Field Technicians.
Because EQUANS takes on projects in-house and in the field, they needed a combination of both Mobile and kiosk features.
APPROACH & SERVICES
The entire flow for EQUANS starts in Salesforce Sales Cloud, where the Sales team will manage all their opportunities & quotes. As soon as an opportunity is closed won, the system creates projects & milestones so that a project manager can manage the client projects.
The core solution is Salesforce Field Service Lightning, where EQUANS manages their projects, work orders and makes the planning of the different technicians.
The mobile app is used by the technicians. Here they can see their daily appointments, register their use of time and add pictures and remarks on the work order.
Internal technicians use a kiosk PC, where they can scan barcodes so that the system knows how much time was spend on the different client orders.
We also set up an integration with SAP, in order to view important Backoffice data in Salesforce.
PRODUCTS & SERVICES
- Service Cloud
- Sales Cloud
- Community Cloud
- Field Service Lightning
- Web service integration
EQUANS (fka ENGIE Solutions in Belgium and Luxembourg) is a Belgian market leader specialised in the design, implementation and maintenance of multi-technical installations and services. Their large expertise in the markets of infrastructure, buildings, industry, distribution networks and energy production guarantees comprehensive and customised solutions.
Making use of this multidisciplinary approach, they are able to assist companies and local governments to optimise their energy consumption, and increase their environmental and operational performance.
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