How Sitetracker powers project management across the world
All kinds of projects can easily face delays without proper project management tools.
This is how Sitetracker is keeping project managers up to date all over the world.
The future of work is not what it used to be. Every project manager knows the struggles of coordinating complex projects, especially when time-sensitive, first-ever, high-volume work is involved. Add absence of proper management tools to the mix and you get chaos.
Here at Near Partner, we have first-hand experience in managing diverse implementation teams across multiple time zones and languages. This expertise is particularly valuable when deploying complex, high-volume projects across the globe.
One of the lessons we’ve learned along the way is that project managers need the right project management tool. Sounds simple, right? So why do so many companies still struggle to find software that can guide and connect their teams in demanding, complex, high-volume projects?
Our expert tip? Meet Sitetracker.
What is Sitetracker?
Sitetracker is the leading project management solution on Salesforce and a global standard in managing high-volume projects. A cloud-based SaaS platform created for deploying, operating, and servicing critical infrastructure and technology, Sitetracker is also a serial award receiver.
This project management solution, native to the Salesforce platform, goes beyond just project management. Sitetracker provides comprehensive site management, asset management, field management, and vendor management capabilities. It is widely used to deploy and manage complex projects across a variety of industries, including telecommunications, manufacturing, retail, utilities, software development, energy, and even IoT.
With these robust features, Sitetracker ensures seamless coordination across all aspects of infrastructure and technology projects, empowering organizations to efficiently scale their operations.
Why is Sitetracker a great choice?
Salesforce is a powerful platform on its own, but when combined with Sitetracker, it becomes a robust solution for managing projects, assets, and field services. Sitetracker enhances Salesforce’s already extensive capabilities, allowing businesses to get the best of both worlds. With Sitetracker, companies can optimize their operations by harnessing AI-driven predictive reporting and dashboarding through Salesforce Einstein Analytics, while benefiting from a seamless integration with Salesforce CRM and other applications.
In addition, Sitetracker provides a single source of truth across multiple business processes, ensuring that teams have access to accurate and real-time data. The platform enables efficient management of high-volume projects with intelligent templates, automated changes, and customizable color-coded views to focus on the most critical information. Field teams benefit from Sitetracker Mobile, a native iOS and Android app, which allows them to work on or offline, markup documents, view site information, and complete checklists—helping to reduce rework and improve utilization rates.
What can businesses achieve with Sitetracker?
Sitetracker is one of the world’s leading solutions for project management, because of its comprehensive features.
Analytics
Sitetracker is intuitive and user-friendly, providing easy-to-read dashboards, as well as automated workflows. Its interface, speed and usability are responsible for high levels of end-user adoption. Besides, Sitetracker offers total customization and can integrate with external and legacy systems. This way, it is easy to access key information on tasks, projects and people.
360º Management
Sitetracker allows its users to have a holistic view of sites and projects, from geospatial data, photos, design documents, assets, teams, installations, service deliveries, among many others. Being web and mobile native, it facilitates the management of deadlines and deliverables with ease. With Timetracker, it is possible to manage not only multiple projects effectively but also the people and time involved in those projects. You can easily plan, budget, track time, and more to control costs and integrate to ERP;
Team Collaboration
Sitetracker enables real-time collaboration which brings entire teams and contractors into one streamlined system, thanks to native integrations that streamline workflows. With the Contractors’ Portal it is possible to communicate efficiently and give external workers and service providers access to vital project information along with project templates, forms, and more. At the same time, it provides real-time visibility into contractor work. In short, it allows businesses to have an excellent project management.
AI-Driven Forecasting
Automated trackers and mapping intelligence allow for accurate forecasting with automated reports and dashboards. Sitetracker leverages machine learning to analyse the history of past and current projects to generate predictions for performance, expenses, revenue, asset usage or market conditions. At the same time, AI predictive analytics, powered by data science, provide insights on how to improve project cycle times and performance.
Sitetracker Use Cases
Businesses who benefit from using Sitetracker are spread across all industries, but we’ll focus on just two highly demanding field service use cases – telecom and utilities:
Telecom Providers
Telecom providers build out their network after engineers determine where network gaps are and create search rings (a radius of where they need a site). These search rings are farmed out to other service providers to manage these sites through real estate, engineering and construction. Vendors have access to their Sitetracker environment which is what they use to hold them accountable for hitting various milestones and manage invoicing after a completed assignment.
Take Tower One Wireless. This leading owner and operator of wireless infrastructure across Canada, Colombia, Mexico, Ecuador, and the United States got in touch with Near Partner to ask for help. With Sitetracker, Tower One Wireless was able to effectively manage their sites and assets, streamline field and work operations, and leverage analytics, reporting, and integrations for enhanced performance. All with Sitetracker and a little extra boost from our team!
Utility Companies
Utility companies provide natural gas and electricity to a vast number of clients. They deal with installations, repairs, inspections, permit acquisition, and billing. They can either give work to service providers or they can handle the work themselves.
Their goals are getting work done by deadlines, making sure each project goes through the proper legal procedure (e.g. inspections, getting the right permits, etc.), and ultimately providing their customers with gas/electric services.
A Utility Company can use Sitetracker to map out the location of sites for installation/repairs, document what is required for each project (such as customer calls or permits), track assets being installed/removed on each site, use mobile app/checklists for on-site data entry.
Sitetracker: Success Story with QMC
QMC is a leading company in its field, managing critical infrastructure and operations. Our collaboration with QMC focused on streamlining both their sales and operational processes through the implementation of Salesforce CRM and Sitetracker, providing an integrated solution that supports the entire business workflow.
We began by focusing on the sales process. We deployed Salesforce and Sitetracker, customized to meet QMC’s specific needs. These technologies allowed the sales process to be managed with ease, automating what was once a manual process. With these tools in place, QMC could efficiently handle customer insights, business opportunities, and contract management. Data is now centralized in a structured database, allowing for better organization, automation, and visibility across the company.
Next, we improved the operations process by developing a new workflow and application to support project implementation. Our solution enhanced task control, reporting, and maintenance status tracking, making operations more efficient. Additionally, we implemented a standardized onboarding process for new employees, critical for QMC’s growth. The centralized data structure not only enhances organization and security but also ensures scalability as the company continues to expand.
This successful partnership has empowered QMC to streamline both sales and operational processes, ensuring they are well-equipped to manage growth and increasing complexity in their business.
How to implement Sitetracker?
Sitetracker helps streamline operations in any business, maximize efficiency, and ultimately keep the entire company in sync. However, adopting a project management software is, in itself, a major project. And the bigger the company, the more complex it becomes. Therefore, businesses need to have a solid implementation process in place before rolling out the software to ensure its success.
As trusted partners of Sitetracker, we work closely with them to ensure that best practices are followed during implementation, enabling a smooth and effective adoption. Our expertise ensures that companies not only integrate the software efficiently but also leverage its full potential, driving productivity and long-term success across the organization.
To implement Sitetracker, there are a few vital steps.
Assess your company’s needs
Businesses are not the same in type, size, scope, market, and so on, so most likely the needs are also going to differ from one business to the other. The first step is to assess which of Sitetracker’s products your company needs, how much customization is necessary, what are the priorities, or which plan is the best suited for your organization, for example. We have been working with both Sitetracker and Salesforce on challenging projects and can help your company get started.
Plan and prepare for launch
Because this endeavor is also a project, you will benefit from planning and making the proper adjustments before actually implementing Sitetracker. Think about a timeline, a communication plan, a software training plan, and about defining roles and responsibilities for every member of the project team. This is how we typically approach such a project and what we have done for the good folks over at QMC. Have a look at the success story.
Define an implementation stage
During this stage, the entire company will transition from the old project management tool to the new platform. So, it is crucial to make sure that the data is being migrated, that the IT department is fully prepared, that any legacy systems integrate with Sitetracker. This is also the stage where some fine-tuning and customization might be needed. At Near Partner, we have been working with Sitetracker in a number of challenging projects around the world. Our work has led Sitetracker’s own team to rely on us for such implementations. So, if you need to upgrade your project management chops, simply let us know.
Provide proper training
Finally, make sure your team has the support they need in acquiring the skills to operate Sitetracker, from the higher management to the field workers. Remember, the most expensive investment is in tools you won’t use.
Do you need support to implement Sitetracker? Get in touch! Our incredible Salesforce developers are ready to provide the support you and your team need to successfully complete this project, from idea to rollout. Not only do we handle the implementation process, but we also manage ongoing, evolutionary projects to continuously optimize and enhance your Sitetracker setup. With our expertise, you can ensure that your business stays ahead, adapting and evolving with the changing needs of your projects and operations.
