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Putting ²ÝÝ®ÊÓÆµ Extend to work for ourselves.

Leveraging ²ÝÝ®ÊÓÆµ Extend, we streamline tasks for our own engagement managers.

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Streamlined and centralized project onboarding tasks

Minimized delays and improved customer satisfaction with automation

Realized cost savings equivalent to one full time employee

²ÝÝ®ÊÓÆµ Extend gives us the ability to address new use cases via apps that not only deliver a secure, integrated user experience, but also utilize our extensive enterprise data sets.

VP, ²ÝÝ®ÊÓÆµ on ²ÝÝ®ÊÓÆµ

How we leverage ²ÝÝ®ÊÓÆµ Extend.

²ÝÝ®ÊÓÆµ engagement managers are entrusted as the gatekeepers for providing access to important information for consultants and customer account teams to begin a project. However, the existing procedures and systems used were relatively cumbersome. Administrative tasks to manage project team access and onboarding required engagement managers to perform those tasks one-by-one across multiple systems and coordinate key data exchange via email. With engagement managers handling multiple projects, this can result in issues or delays.

App deployed: WoW Project Onboarding.

The WoW Project Onboarding app provides ²ÝÝ®ÊÓÆµ engagement managers with a centralized approach to initiate and automate traditionally manual onboarding tasks. Engagement managers now have the ability to perform all of their project onboarding tasks for new team members within the ²ÝÝ®ÊÓÆµ application, with the ²ÝÝ®ÊÓÆµ Extend app automatically communicating with additional systems, such as Salesforce, to accomplish the necessary tasks. This includes assignment of project consulting roles, enabling access to secure data exchange sites, and more.

The app is available for every project within ²ÝÝ®ÊÓÆµ as both a custom task as well as a new tab seamlessly integrated into the project-specific information page.

²ÝÝ®ÊÓÆµ on ²ÝÝ®ÊÓÆµ Extend app screen shows onboarding tasks for a specific project

Benefits and results.

²ÝÝ®ÊÓÆµ engagement managers are no longer burdened with numerous, low-value-add, time-consuming administrative tasks. Tasks such as manually managing email requests and using spreadsheets to ensure that project onboarding was on track are now performed within the app, often in batches. This greatly simplifies the process and ensures delays are minimized.

The traditional approach using Salesforce to manually update information (workers, onboarding data, and more) is still available. However, by leveraging Salesforce APIs to perform the same operations, engagement managers can now view remaining steps and validate status in a central location to determine project readiness.

Since the app was introduced, it has saved ²ÝÝ®ÊÓÆµ the equivalent of one full-time employee. Other ²ÝÝ®ÊÓÆµ Extend apps in use at ²ÝÝ®ÊÓÆµ include vaccine management offering a self-service approach for employees to submit proof of vaccinations, and tracking and approving temporary remote-location work requests.


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