How Finning and Traction on Demand built a time entry application within Salesforce
Finning is the world’s largest Caterpillar dealer delivering unrivalled service for over 80 years. They sell, rent and provide parts and service for equipment and engines to customers in various industries, including mining, construction, petroleum, forestry and a wide range of power systems applications.
Prior to their engagement with Traction, Finning had been using pen and paper to process their time entries, resulting in significant data entry errors. In addition to issues of data entry, Finning’s more than 50 branches in Western Canada had no standardized service report process. Finning had limited field access to work order data stored within Finning’s legacy ERP, so they were unable to leverage any of this data. There was an identified need to streamline the supervisor approval process for work orders and timecards.
After implementing Service Cloud, Traction leveraged multi-threading in order to support data processing in Kronos (a Human Resource and workforce management suite). With the Kronos integration, time entry could now be done digitally in the field. A series of complex transformations were required in order to integrate Salesforce with Finning’s legacy ERP. All of this is a part of a larger integrated system that channels data from Kronos and Finning’s legacy ERP through Dell Boomi and into Salesforce, allowing for a central data storage in Salesforce. With many processes now centralized in Salesforce, Finning can increase their efficiency in areas such as time entry, invoicing and the signing of documentation.
As a result of the project, Finning’s more than 2000 technicians can now communicate more efficiently. More than 800 technicians input time every day in the app. The real-time data integration with Kronos and ERP means that Finning no longer needs to rely on pen and paper data entry in the field. Service reports are also generated in real-time and are signed immediately by the customer in the field. The project has also translated into a faster turnaround on technician invoices.