Case Study

Advantor

We implemented a custom solution for Advantor’s field agents.

At a Glance

We transformed the way Advantor agents manage work orders, cases, and more on mobile and desktop.

Services Provided

Implementation

The Challenge

Tech support needed better visibility into work cases. Additionally, the team needed a way to easily identify contact information on work orders so that tech support could easily contact customers if needed. And dispatchers wanted a way to easily dispatch work orders and view what was currently scheduled for field techs. Advantor Systems’ field agents needed a way to manage work orders and cases from their mobile devices. To further streamline processes, the team wanted to be able to capture signatures in the field.

Advantor challenge
Advantor challenge

Tech support needed better visibility into work cases. Additionally, the team needed a way to easily identify contact information on work orders so that tech support could easily contact customers if needed. And dispatchers wanted a way to easily dispatch work orders and view what was currently scheduled for field techs. Advantor Systems’ field agents needed a way to manage work orders and cases from their mobile devices. To further streamline processes, the team wanted to be able to capture signatures in the field.

About Advantor

Advantor Systems Corporation is a global security technology integrator focused on serving organizations with the most stringent security requirements. As a part of the Infrasafe family of companies, Advantor has access to the entire spectrum of security technology including hardware design, software development, system manufacturing, pre-deployment integration and assembly, turnkey systems installation, and ongoing logistical support.

Headquarters: Orlando, Florida
Industry: High Tech
Website: www.advantor.com

The Outcome

Advantor Solution

Simplus came in and customized the work orders, service appointments, and case objects to meet Advantor’s needs. We were able to build out processes to automate data flow from cases to work orders and develop easy-to-use mobile layouts for the field team. We provided training to the team on the installation and usage of the Field Service Lightning app. We also trained the dispatch team on new processes using Field Service Lightning to leverage capabilities.