Case Study Category: Technology

Fairbanks Morse

Fairbanks Morse, a critical-power system and solution provider headquartered in the US, needed to increase efficiency and improve productivity of multiple teams involved in sales, customer care and field service management.

The company needed to obtain a 360-degree view of every customer account and give its employees access to the same data across multiple departments. Field service managers were looking for a solution that would help them schedule their 70+ field service reps without overlapping in service appointments, as well as give them visibility into availability of techs in all territories.

typing

UK Based Information Company

  • The primary purpose of this project was to utilize the Apttus X-Author for Excel (XA) application to insert Excel spreadsheet data into Salesforce.com (SFDC) using source data originating from an third party website that collects the data on behalf of the client
  • The XA enhancement to the existing spreadsheet functionality should allow users to import the source data and create new Account, Contact, Asset Line Item, and other related Fulfillment and Billing Management records for online orders placed for magazine subscriptions, webinars and seminars
excavation

Commercial Construction Industry Software

  • The client specializes in software for contractors, manufacturers and others in the commercial construction industry
  • A company merger prompted the need to consolidate disparate marketing automation systems into a single platform
  • One of the first phases of this process is to migrate legacy CMD marketing activities into Marketo and retire Eloqua. Moving to Marketo provides the client the ability to establish a unified design and architecture for the entire company’s single marketing platform
construction crane

Commercial Construction Industry Software Applications

  • The client makes over 2 million contracts per year with construction industry professionals to collect, verify, and maintain data on over 165,000 bidding projects and more than 70,000 planning projects in the US and Canada
  • Every document they receive runs through their “optical character recognition” technology to allow searching plans and specifications by keyword and CSI code. They use the latest technology to significantly improve the usability of the construction market data for their customers use
  • One such technology includes moving their products from a legacy third party product system on Salesforce to an Apttus CPQ solution which is built on the Salesforce.com platform.
  • The client needed a way to effectively, accurately, and quickly transform and upload raw data from the legacy system into the correct format for the Apttus CPQ objects
  • They also needed a more robust product and subscription management tool that could accommodate a complex derivative-price model and evergreen contract process
3D map

Intermap Technologies

  • Intermap Technologies® provides best-of-breed 3D terrain information to their customers worldwide
  • Intermap purchased Salesforce.com Service Cloud and wanted to implement the new functionality alongside their existing Sales Could environment
  • Intermap requested assistance from Statêra to quickly implement core Service Cloud functionality, including Knowledge, Email-To-Case and Web-ToCase
swimmers in lanes

USA Swimming Development Outsourcing

  • Statêra was engaged in 2002 to build a Membership and Times management platform to replace an old and unreliable platform that was no longer meeting the needs of USAS staff, athletes, coaches, and officials
  • After the completion of this several month effort, USAS formalized a relationship with Statêra to provide on-going architecture, design, development and project management for all major systems in use by USAS and several associated agencies around the swimming community world-wide. This relationship has been in place since 2002 and continues to this day
  • USAS does not choose or develop any technology solutions without the technical leadership and involvement of Statêra to this day and these solutions are now the “Gold Standard” across the competitive sports world
computer and analytical papers

International Software and Services Firm

  • An international software and services firm engaged Statêra to conduct a strategic business transformation program.
  • This was the first phase of a five year operations optimization initiative for its flagship product line.
  • The goal was to assess and recommend optimization opportunities that would deliver more than $5M in savings over 2 years to avoid potential business disruption.
buttons on keyboard

Fision

  • A technology solution provider that provides an easy-to-use, template-based bulk email application that includes robust analytics on deliverability and response
  • Integration between the Fision application and Salesforce
  • Seamless integration
online security

Webroot

  • International internet security company
  • Retire NetSuite and migrate to Salesforce
  • Standardize and streamline processes globally and
  • Implement Salesforce.com and reduce the number of errors in downstream systems