Saratoga Springs, 12866-3351, NY,
United States
Jolt Consulting Group
Jolt Consulting Group, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Jolt Consulting Group collaboration with software players such as Salesforce empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Allendale Machinery Systems | Professional Services | 50 | $8M | United States | Salesforce | Salesforce Field Service (ex ClickSoftware) | Field Service Management | 2018 |
In 2018, Allendale Machinery Systems implemented Salesforce Field Service (ex ClickSoftware) to modernize its field operations. The Allendale Machinery Systems deployment of Salesforce Field Service (ex ClickSoftware) addresses Field Service Management for the service department, and the project was executed with implementation partner Jolt Consulting Group.
The implementation concentrated on core Field Service Management capabilities including centralized scheduling and dispatch, work order management, a mobile technician application, appointment orchestration, asset and warranty tracking, and parts and inventory visibility. Salesforce Field Service (ex ClickSoftware) was configured to support service workflows for machine installation, on-site CNC and machine training, and 24 hour response dispatching, reflecting typical field service orchestration and technician enablement functionality.
Jolt Consulting Group led the technical migration from the installed SFDC ServiceMax package into the Salesforce Field Service (ex ClickSoftware) environment, retaining Salesforce service records and adapting the Service Cloud data model to the new field service workflows. Rollout focused on the companys service organization across its New Jersey and New York sites, with governance centered on standardized work order lifecycles, technician onboarding and schedule based SLA enforcement.
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ExOne | Manufacturing | 350 | $50M | United States | Salesforce | Salesforce Field Service (ex ClickSoftware) | Field Service Management | 2018 |
In 2018, ExOne implemented Salesforce Field Service (ex ClickSoftware) for Field Service Management. Jolt Consulting Group led the engagement to deliver a single end-to-end solution built on Salesforce Field Service Lightning functionality.
The implementation covered core Field Service Management modules including case management, work order management, scheduling and dispatch, contract management, and mobility functions for technicians. Configuration emphasized dispatch automation, technician mobile workflows, and work order lifecycle tracking consistent with field service operational workflows.
The project migrated field operations data from ServiceMax to Salesforce Field Service, using Jolt Consulting Group’s proprietary LightningJolt tool to facilitate and minimize the effort of data migration. The deployment unified field service execution with the Salesforce platform to support service operations, dispatch teams, field technicians, and contract administration across ExOne’s service organization.
Jolt Consulting Group imparted domain expertise and best practices during rollout, establishing governance and process changes around scheduling, work order assignment, and mobile usage to enhance day-to-day operations. The engagement resulted in ExOne having a single integrated Field Service Management solution based on Salesforce Field Service Lightning.
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United Imaging Healthcare US | Manufacturing | 300 | $50M | United States | Salesforce | Salesforce Field Service (ex ClickSoftware) | Field Service Management | 2019 |
In 2019, United Imaging Healthcare US implemented Salesforce Field Service (ex ClickSoftware) and Service Cloud as a consolidated Field Service Management platform, replacing ServiceMax. Jolt Consulting Group led the implementation for the 300-employee manufacturing firm, aligning the deployment to U.S. operations while establishing visibility across the broader UIH organization.
The implementation configured Service Cloud alongside Salesforce Field Service (ex ClickSoftware) to deliver a mobile service application for technicians and centralized case management for support teams. Functional capabilities emphasized mobile field service workflows, technician scheduling and dispatch, real-time status updates and assignment tracking, and unified case visibility to improve insight into customer cases and requests across the UIH organization.
Architecturally the project positioned Salesforce Field Service (ex ClickSoftware) as the operational layer providing full visibility across all platforms used by UIH, with Service Cloud serving as the customer case and request intake and routing engine. Operational coverage explicitly included the Technical Support Team and field technicians, enabling real-time information sharing about whereabouts and job status across global support structures while focusing rollout execution in the United States marketplace.
As part of the engagement, Jolt Consulting Group delivered industry and cross-industry best practices to reshape governance and field service workflows, driving strategic change in service operations. The stated outcomes were increased insight into customer cases and requests across UIH and providing technicians with a mobile service application to enable complete visibility into scheduling, whereabouts, status updates and assignments.
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Buyer Intent: Companies Evaluating Jolt Consulting Group Services
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