Energy
Energy service firms, a Partnership target sector, sometimes stall halfway through Salesforce projects when the partner underestimated the complexity of site requirements, rates and job tickets. Recovery begins by confirming that tickets, invoicing and crew assignments are working, even with temporary workarounds. We then rebuild the site and asset model properly, reconnect the ERP for billing, and bring mobile work orders back to the field in stages, starting with the crews most willing to test.