Success Stories
eAtlantic Engineering
eAtlantic Engineering Salesforce Field Service Lightning Implementation
Meet The Client
About eAtlantic
eAtlantic Engineering partnered with Summit on a journey to digital transformation - away from a paper-based system, to a modern, streamlined, and simple inspection process. Summit recognized that eAtlantic Engineering’s business objective would be a great fit for the Salesforce Field Service Lightning product. eAtlantic Engineering agreed and engaged Summit in implementing that solution for their mobile inspection process.
The Challenge
eAtlantic Engineering was spending many hours on an inefficient, paper-based process they had developed for monitoring client projects requiring inspections, assigning inspections to the most qualified inspector in the area, creating inspection schedules, and reporting inspection results to the county agencies. Although there was a great opportunity to grow the business, these manual processes were holding them back.
The Solution
A robust field service and CRM solution built on the Salesforce Field Service Lightning platform answers the challenges the eAtlantic Engineering team faced. Summit built a solution that exceeded the expectations of eAtlantic Engineering.
A short list of features from the Inspector Solution:
Inspector Efficiency
Administrator Optimization
- Assign inspections to properly qualified inspectors in a region
- Generate inspection reports to contractors
- Create notices to the agency on Scheduled Inspections
- Notify the agency on Completed inspections
- Generate the sequence of inspections that need to be completed
- Provide inspectors a schedule of their inspections
- Generate the full final inspection report on a single click
Contractor Improvements
- Inspection report to be provided to the contractor when completed
- Self Service to book appointments
- Allowed contractors to view past inspections
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Results for Our Client
eAtlantic Engineering has been able to streamline the process for inspectors and significantly reduce the time it takes to report to the county agencies. With the new digital experience and automated solution, eAtlantic Engineering is positioned for rapid growth.
In our Client's Words...
“If we could give [Summit] six stars, we would!”
- eAtlantic Engineering
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