Our Planisware experts studied the workflows and developed a project plan to optimize the data synchronization between Planisware and Salesforce.
The team revised Planisware import scripts to automate incorporating project level data from Salesforce to Planisware, this eliminating the requirement for a manual check. They then designed and conducted multiple testing procedures to validate the accuracy and efficiency of the automated process. They also advised the project management team on ways to optimize the import process further and make the best use of Planisware capabilities.
In addition to optimizing the data synchronization, our experts also established an intermediate table with multiple project attributes which could access the template eligibility and selection during project creation in Planisware. This reduced the time and effort required during project creation, as the system would automatically choose the appropriate template based on predefined conditions.