Spaceships in Space Mission Control Image by Parker_West from Pixabay, Image by LoganArt from PixabayAprika, the company behind Mission Control, has published a customer story of how Naviant, a business process and digital transformation consultancy, deployed and is benefitting from Mission Control PSA.

Founded in 1986, Naviant has grown consistently and now, according to LinkedIn, has over 100 employees. As with other professional services organisations, the organisation outgrew its existing systems. These included its CRM solution, it reviewed the market and selected Salesforce.

The challenge

With multiple projects on the go, Naviant and a workforce spread across the US and Canada, the leadership was not able to get a grip on project progress. Meetings were held to talk about different aspects of a project’s progress, looking back rather than forward. It needed a solution that would provide information about the project status to everyone working on the project before the meetings began.

The company also had plans for further growth and wanted a solution that it would be able to roll out quickly. Naviant recently announced the acquisition of Imaging Solutions and Services, Inc.’s (ISSI) OnBase and ABBYY software division.

Reports took time to generate, were not automated, and involved many manual processes. The leadership and project teams needed a better view of where projects were at to better manage them.

The selection

For its operational solution, it was using Timelinx but had outgrown the solution. Early on, it considered LiquidPlanner, Mavenlink, NetSuite Success, Planview, and Time Grid. Once the decision was made to roll out Salesforce, they looked at solutions on the Salesforce platform.

While Mavenlink has an integration with Salesforce and has a presence on the Salesforce AppExchange, it was advised to consider Mission Control, which is native to the platform.

Jaret Manuel, Global Alliances Director
Jaret Manuel, Global Alliances Director

Enterprise Times asked Aprika why firms like Naviant select Mission Control PSA.

Jaret Manuel, Global Head of Alliances, replied, “Naviant, like many of our customers, gravitate towards Mission Control for 3 main reasons. Firstly, our nativity to Salesforce means they can manage their projects in lock-step with their customer, allowing for cross-functional and external visibility. Secondly, our market-leading implementation times means they are doing things better, faster. Finally, platform flexibility allows customers to customize the platform and the various features to their own workflows and processes.”

The project

Once started, the project took only two months to complete. Naviant took advantage of the LiveChat feature that is on the Aprika website to get an immediate response to any issues raised during the implementation and since. This straightforward means of communication enabled Naviant to roll out the solution to 27 users. It plans to add more in the coming months.

The benefits

Mission Control has delivered the visibility of project progress across the organisation. Meetings now focus on projects that are at risk, identified by a traffic light status. During a project, teams can check on progress, billed hours and other metrics.

Once a project is completed, there is time and information available to review and conduct post-mortems. Mission Control also supports a workflow that enables a smoother handover from the project delivery team to customer success.

Built on the Salesforce platform, Naviant has been able to configure and extend the system to align with its business needs and processes. Something that it could not do with its previous tool. With a combination of Salesforce, Mission Control and Accounting Seed (A financial management solution on the Salesforce platform), it has a solution that combines to create what is effectively one solution for the business with a single source of data.

Enterprise Times asked Jason Bruner, Vice President of Finance at Naviant, about the functionality changes that Navinat has achieved. He replied, “Reporting is now more centralized as opposed to reporting out of multiple platforms. The flexibility of the program is giving them more mid-project transparency, allowing them to make changes dynamically.”

Not only is Naviant looking to extend the user count, it also plans to expand its use of the Mission Control Resource feature so it can drill down on allocation and utilization.

Enterprise Times: What does this mean

The professional services market is fiercely competitive. This is a significant win for the triumvirate of Salesforce, Accounting Seed and Mission Control. It proves that combined, the three solutions can offer a complete end-to-end package that meets the requirements of today and tomorrow of growing professional services organisations.

With Naviant as an advocate, Mission Control will hope to win more professional services organisations in the US for its product. While other names, such as those long-listed by Naviant, may be better known, Mission Control has proved it is capable of winning against the competition. The short implementation time is also impressive and something that many firms will take note of.

Mission Control targets growth through new partner program

 

 

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