GLOBAL CUSTOMER RECORD
VIEW OF CUSTOMERS
ACCESS TO REAL-TIME PROJECT DATA
LEAVING SPREADSHEETS BEHIND
As Imprivata grows, it increasingly works with larger hospitals and integrated delivery networks across the globe. But the company’s previous system, based around Microsoft Office and spreadsheets, only led to inaccuracies, painful project tracking, and unbilled time. To keep pace with company growth, Imprivata’s professional services organization needed a way to handle complex projects and growing global staff, automate manual processes, and provide better visibility into the status and health of its implementation portfolio.
ENABLING SOPHISTICATED PROJECT MANAGEMENT
Single customer record
Because FinancialForce Professional Services Automation (PSA) works natively with Salesforce CRM, including on mobile devices, all teams at Imprivata work from the same customer record. Sales, services, finance, and management teams can all easily access, update, and share customer information in real time without visiting multiple applications or systems.
No project surprises
Using FinancialForce PSA, project managers can quickly understand each customer’s needs. They can also plan ahead by mapping project roadmaps and timelines based on pipeline, enabling them to deliver on expectations from day one. Plus, early access to project information empowers Imprivata to keep new customers engaged and excited about their projects.
Accurate project tracking
Imprivata’s services team now turns to FinancialForce to access details across any and all projects, including different hospitals and locations. Additionally, managers can accurately track projects across customers, even those implementing multiple Imprivata products concurrently.
SCALING TO MEET
TOMORROW’S BUSINESS NEEDS
With FinancialForce, Imprivata uses a skills matrix function to identify and attract needed technology talent in the United States, Europe, Australia, and the Middle East. In addition, the ability to manage consultants and projects worldwide simplifies project resourcing while providing an accurate, consistent view into project status.
Moreover, FinancialForce PSA automates time and expenses against budget, enabling Imprivata to easily produce budget reports for customers. Simple, color-coded project statuses help managers oversee budgets for hundreds of projects at a glance and quickly treat at-risk projects.
“We live and breathe FinancialForce PSA – it’s an extension of our brain. It allows us to be smart and continuously know and report on our projects.”
Director, North America Professional Services, Imprivata
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