Collaboration between ServiceMax experts and Smartbridge consultants resulted in a comprehensive solution that tackled the challenge from multiple angles:
ServiceMax Process Customization:
Experts from ServiceMax worked closely with the customer to deeply understand their existing service processes. Rather than a one-size-fits-all approach, the ServiceMax platform was customized to align precisely with unique requirements. This tailored approach ensured that the new solution would enhance efficiency without disrupting existing workflows.
The end-to-end work order management process involved several steps to be completed in Microsoft Dynamics AX (now called Dynamics 365 Finance) and ServiceMax. Smartbridge consultants played a pivotal role in bridging the gap between Salesforce and Microsoft Dynamics AX. Using the Boomi integration platform, we designed, implemented, and fine-tuned integrations that facilitated the seamless exchange of data between the two systems. Scheduled processes ensured that updates from AX to Salesforce were regularly synchronized, while real-time platform events enabled swift updates from Salesforce to AX.
Collaborative Smartbridge Support:
While ServiceMax experts led the customization efforts, Smartbridge consultants played a crucial role in providing Salesforce expertise and support. Their role will extend beyond the initial implementation phase. After the ServiceMax platform is configured to the customer’s needs, the Smartbridge team will remain onboard to provide ongoing support and maintenance, leveraging their Salesforce administration expertise.