Case Study
Created a custom contractor matching tool to enhance efficiency, accuracy, and productivity.
Streamlined processes, reduced errors, and minimized operational disruptions.
engagement type
Staff Augmentation
product
Sales Cloud, Experience Cloud, Slack
industry
Professional Services
Belay is a virtual staffing solutions company that pairs job seekers with hiring companies.
Overview
- Key Challenges: Manual inefficiencies hindered contractor placement.
- Key Solutions: Implemented streamlined contractor matching tools.
- Key Results: Enhanced productivity with automated contractor matching.
challenges
- Inefficient Contractor Search: The existing system required extensive searching, consuming significant time and resources, delaying hiring, and increasing costs.
- Matching Errors: Manual matching errors led to poor contractor placements, causing project delays, increased costs, operational disruptions, and client dissatisfaction.
- Frequent Missed Deadlines: The heavy workload resulted in frequent deadline misses, impacting project timelines and overall productivity.
Solutions
- Custom Contractor Search Button: Implemented a button on the Job Opening page to streamline contractor matching.
- Filter-Enhanced Lightning Page: Developed a custom Lightning page with dynamic filters to match contractors in real-time.
- Visible Contractor Details: Displayed detailed contractor information next to each name on the custom page to assist in decision-making.
- Direct Job Application Creation: Enabled users to select contractors and create job applications directly from the matching tool, reducing administrative tasks.
Impact
- Auto-Suggested Contractors: The system now automatically suggests best-matched contractors, significantly reducing effort.
- Dynamic Weightage Graphs: Provided real-time contractor weightage graphs, aiding in informed decision-making before application conversion.
- Advanced Filtering Capabilities: Enhanced filtering options allow users to efficiently narrow down contractor results, improving match accuracy.
- Boosted Productivity: These enhancements have significantly reduced the time and clicks required by the team, leading to improved productivity and timely project completions.