Maximized processes for enhanced efficiency
Medical Equipment Manufacturer produces and sells infection prevention and control products.
Enhanced efficiency across operations
Significantly reduced double-entry processes
Attained global service alignment with all data in a single system
Improved accuracy of field inventory management
Enhanced visibility and coordination between Sales and Service
Executive Sponsor
Industry
Products
Services
Challenges
Customer needed to overcoming fragmented operations, disparities, and legacy systems:
Fragmented processes across various departments led to operational inconsistencies
Region-specific field service processes created disparities in service delivery
Reliance on manual field service processes hindered inventory tracking and management
Resource utilization was suboptimal due to disjointed operational practices
Outdated legacy ERP system complicated workflow management
Results
To enhance operational efficiency, Uptima implemented these key solutions:
Aligned field service processes to global standards, accommodating regional variances
Introduced streamlined Field and Depot Work Order Processes
Implemented a comprehensive inventory management system alongside Service Contracts and Preventive Maintenance programs
Transitioned core CRM processes from the legacy ERP to Salesforce and facilitated business transformation by implementing SAP
Integrated sales and service process handoffs within the Sales Cloud for seamless coordination