Hexaview implemented Field Service Lightning to transform scheduling operations and maximize resource utilization for a US based Company

About the Company 

Our client is a US-based K-12 educational curriculum provider, delivering high-quality instructional materials and professional development. They coordinate a nationwide network of expert facilitators for on-site training and support at schools across the country. 

Client Challenges 

The client struggled with a fragmented and manual scheduling system that made it difficult to efficiently assign facilitators to schools based on multiple criteria. Their existing processes lacked the sophistication needed to match the right expertise with specific school requirements while considering geographic constraints and availability windows. The high degree of customization required to adapt Field Service Lightning to their specific business processes presented significant complexity, requiring specialized configuration expertise. Without a centralized platform, they faced communication gaps between administrators and field staff, leading to potential scheduling conflicts and suboptimal resource utilization. The manual nature of their scheduling operations also created administrative burden, taking time away from core educational activities and increasing the possibility of errors in facilitator assignments. 

Hexaview Solution 

Hexaview implemented a robust Field Service Lightning solution, creating a centralized scheduling platform tailored for educational services. We developed custom screen flows to streamline appointment creation, payments, and cancellations, along with optimization rules that matched facilitators to schools by skills and location. To ensure real-time communication, we introduced mobile accessibility and an automated notification system for immediate updates on assignments or changes. Apex batch jobs empowered efficient bulk appointment processing, while our customized FSL components addressed unique scheduling needs. This comprehensive setup maximized resource utilization and improved scheduling precision across the client’s nationwide network. 

Impact 

• A centralized scheduling platform now manages facilitator assignments, achieving 85% greater consistency across all operations. 
• Skill- and location-based matching algorithms have enhanced the fit between facilitators and schools by 30%. 
• Real-time mobile updates keep 92% of facilitators promptly informed about schedule changes and new assignments. 
• Automation of scheduling processes has reduced administrative workload by 55%, freeing up valuable staff time. 
• Advanced scheduling tools minimize travel requirements and significantly maximize facilitator utilization and operational efficiency.