Project Automation

GOALS AND NEEDS

The company places particular importance on maintenance and support activities, considering them essential to ensure the reliability and proper functioning of the installed solutions.

A detailed monitoring system of the activities and resources used in maintenance becomes necessary to guarantee maximum effectiveness and efficiency.

Efficient management of the resources used in maintenance processes ensures the proper functioning of the facilities and optimizes investments.

Similarly, it is also very important to effectively manage communications with customers through a single access point and provide them with a real-time view of the progress of the work.

Having a scalable solution that can be integrated with its operating systems becomes the focal point that allows for the successful pursuit of a 360-degree digital transformation process.

SOLUTION

o meet all these points, Altitudo initiated a careful phase of preliminary and technical analysis with an in-depth study of the as-is and to-be states. From the technical and functional document, the choice of the Microsoft Dynamics 365 Field Service solution emerged, implemented through the use of the Microsoft Power Platform, a suite of tools and services that allows the development of solutions with low-code tools. This solution enables Project Automation to automate and optimize all service management activities.

Regarding customer support, a customer portal was created using Power Pages Portal, which, through simple and intuitive access, can make all assistance requests to Project Automation visible and manageable. Additionally, using Power BI, customized reports and dashboards can be created, which are directly incorporated into the CRM and the same portal.

The combination of these two solutions ultimately creates a complete CRM system that supports the management of activities, partly diversified across the different business units in which the company is divided (environment, mobility, transport, and public utilities). With targeted adaptation and customization of some functions, each business unit can work more agilely and responsively to its specific activities.

Altitudo integrated the system with the on-premise ERP using Azure Logic Apps and Azure On-premise Data Gateway, ensuring correct communication and smooth integration and synchronization of data between systems.

The future strategy will also include integrating the systems with Microsoft Office 365 to fully exploit its potential. In particular, it will be possible to implement an “agile” reporting system through Power BI, which will make data and analysis available quickly and efficiently, thus facilitating daily operations.

It will also be possible, through the use of generative AI, to guide technicians and managers through a simple and intuitive operational path, thanks to Copilot, which will speed up the processes of creating and managing daily activities.