Transformation de la gestion de la construction résidentielle avec une plateforme cloud unifiée

Discover how a leading French home builder unified its sales, franchisee management, and construction tracking on a single Salesforce platform, deploying a custom mobile app and

Qu'est-ce qu'il y a dedans ?

  • Unification of enterprise repositories and franchisee management on a single cloud platform.
  • Deployment of a mobile application specifically for real-time construction site tracking.
  • Automation of financial and administrative workflows to boost operational efficiency.

Contexte

A leading French traditional home builder initiated a comprehensive overhaul of its information system. The primary goal was to federate all internal tools and franchisee systems onto a single, centralized platform.

Défis

The company needed a unified platform to manage its extensive enterprise repositories, which included franchisees, construction sites, partners, and territories. Furthermore, the organization required robust capabilities for marketing and the acquisition of new franchisees, tracking sales and projects, and managing the administrative tasks and invoicing associated with active construction sites.

La Solution

The implemented solution leveraged Sales Cloud and Service Cloud as the core foundation. To meet specific operational needs, the platform also integrated SharinPix for image management, Dropbox, Appinium for e-learning, and Salesforce MAPS.

Notre contribution

  • We designed, configured, and parameterized the overall solution while facilitating alignment workshops.
  • We implemented a dedicated mobile application and integrated the company’s website to monitor construction site progress effectively.
  • We performed custom Apex and Visualforce development and seamlessly integrated the new solution with the existing back office.
  • We provided strategic guidance, conducted user acceptance testing, and delivered both go-live and on-site support.

Avantages

  • The platform was successfully adapted to handle technical operations, including site tracking and managing supplier and contractor invoices.
  • A unique collaboration tool was established, connecting headquarters, franchisees, partners, and clients.
  • Internal teams and clients gained enhanced visibility into site progress through photo integration.
  • Critical financial and administrative processes, such as service orders and fund requests, were fully automated.
  • User adoption was significantly accelerated through the integration of the Appinium e-learning platform.

Chiffres clés et dates

  • Durée du projet : 2012 – Ongoing
  • Charge de travail : 300 Days
  • Impact : 410 users

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