About the client
The client is one of the largest family-owned and operated restoration contractors. Headquartered in Anaheim, California, they specialize in restoration, environmental, and reconstruction services following natural and man-made disasters with an unwavering commitment to customer service. The company operates out of 65+ nationwide branch offices with over 2600 employees.
Client challenges
- Field agents are manually assigned jobs using Xactware, which affects productivity.
- Manual data extraction created a lot of delays and frustrations for the workforce.
- Agent assignment required automation.
Solution
Our experts did a thorough assessment of the client’s technical environment. Armed with all the information, the LevelShift team used MuleSoft’s data integration prowess to integrate jobs and assignments in Salesforce with Xactware. We implemented the following activities:
- Our team created a single job creation module using Xactware integrations with MuleSoft.
- Utilized API-led connectivity for real-time integration and Change Data Capture to optimize data volume and performance.
- Once all integrations were completed, redundant tools and process duplications were identified and decommissioned.
Benefits
- Enabled business automation and eliminated manual processes for Xact assignments.
- Decommissioned existing content management system.
- Reuse – single job creation module for Xactware & Google drive integrations.