About the Client

The client has been a key player in the construction & mining industry at various locations in the US for over 30 years. They cater to their clients for machinery, labor, mining machinery transport, etc.
With a focus on serving their clients better, they are continuously evolving and improving.

Business Needs

  • A significant pain area for the organization was the manual paperwork being completed at remote locations. It was very time-consuming and created a lot of gaps. The internal teams were not able to connect regularly with the onsite activities either.
  • Resource planning for multiple sites was a critical and complex process for the client.
  • They wanted to build a centralized and transparent process for workforce management, process management, machinery transportation & clearance management, as well as data structuring
  • They also wanted to build a system to evaluate the KPIs defined for the supervisors to support the bonus payout structure and an invoicing structure with reference to the onsite data.


  • The V2 team analyzed the existing processes & built a UI to automate the manual data entry process.
  • We did custom development to build an approval process for the validation & approval of the uploaded information.
  • By implementing a location tracker, tracking transportation became significantly easier.
  • To facilitate a seamless flow of data across systems, we integrated Salesforce with
    multiple systems - Paycom using Talend for employee attendance tracking, Digital signature for onsite receipts, Dropbox for forms & eMaint for tracking the heavy haul equipment inventory.
  • We built a Community for the client to access real-time information.
  • We also implemented a vendor management system for all their legal processes.
  • With Salesforce Marketing Cloud email studio, Interaction studio, and Social Studio, we enabled tracking client engagement across all platforms.
  • Our team also built a simple yet intuitive UI so the end customer could track & approve all the daily activities.
  • Technology Stack: Sales Cloud, Experience Cloud, Marketing Cloud, Talend, Dropbox, eMaint


Increased the efficiency of Operational and Finance Teams 70% and 50%, respectively
Enhanced transparency to the clients for future business opportunities
Enabled the management to have a bird's eye view of the work progress of the manpower & machinery utilization across all sites
Improved invoicing through transparency of work, thereby resulting in quick approvals
Improved billing process with additional supporting documents.
Streamlined the bonus system to ensure bonus payouts without delay.
Helped expedite the client's payment process along with detailed reports of every activity.

See how we can help you with your business requirements

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