About the client
The client is a leading family-operated restoration contractor based in the US. It specializes in restoration, environmental remediation, and reconstruction services after natural and man-made disasters. Its expertise and specialization have positioned it as a trusted industry frontrunner.
Client challenges
Solution
LevelShift enabled the generation of Work Orders in Salesforce directly from Xactimate PDFs using MuleSoft integration.
- Streamlined Workflow Automation: Our team of experts streamlined data processing by integrating MuleSoft with Salesforce. This integration enabled the automatic creation of Work Orders and line items from uploaded files.
- Seamless Data Display: We implemented a user-friendly Salesforce UI to accurately highlight extracted line items from PDF reports within the Work Order section.
- Budget Integration: We integrated the client’s Budget system with the Salesforce platform, allowing for smooth Work Order creation and navigation.
- Enhanced User Experience: To improve usability, the Work Order details section was customized with ‘Edit’ capabilities and direct PDF upload functionality.
- Reliable Deployment and Testing Support: Ensured thorough testing and seamless deployment of the integrated solution. This provided ongoing assistance for a successful implementation.
Benefits
Implementing the Salesforce solution significantly decreased manual data entry tasks for the client’s project managers, reducing time and effort by 60%. The fast deployment reduced downtime, making adopting the enhanced work order management process easier. This, in turn, enhanced the customer experience by 100% through an intuitive interface for creating Work Orders. Automation eliminated the need for manual data entry, which minimized errors and inaccuracies in work order handling by an impressive 90%. The automated system functions boosted operational productivity by 84%.