CUSTOMER SUCCESS STORY

Talent and Resource Utilization Dashboard with Salesforce Einstein Analytics

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.

COMPANY

Digital Transformation Solutions Provider

COUNTRY

USA

INDUSTRY

Professional Services

PRODUCTS OR SERVICES

Customer Success Stories

From an idea to an unforgettable and measurable customer experience

salesforce-managed-services-healthcare-insurance

Salesforce Managed Services reduced operating costs by 22% for leading healthcare insurance provider

flooring-manufacturer-salesforce-managed-services

Simplify B2B customer experience with Salesforce Managed Services (Global manufacturer of commercial flooring)

Drives productivity workflow integrated suite salesforce instance

Built a resilient Salesforce instance
that drives productivity and a seamless
workflow

Expertise
matched with
customer success

1500+

Successful Customers

Engagements

4.9/5

AppExchange

CSAT

600+

Salesforce

Certifications

20+

Years Of 

Customer Success

Customer Satisfication

Managed Services
Consulting Partner (Global)
in
Customer Satisfaction

Experties

Managed Services
Consulting Partner (Global)
in
Expertise

Number of Projects

Managed Services
Consulting Partner (Global)
in
Number of Projects

Credentialed People

Managed Services
Consulting Partner (Global)
in
Credentialed People

* Partners with Salesforce Practice Size 200 and above. Ranking are as of November 2023. Please refer to find partners.salesforce.com for current rankings