TRUSTED PARTNER IN MATURING RELIAS' PS FUNCTION
Relias provides workforce enablement solutions for 12,000 healthcare organizations and 4.5 million caregivers to drive measurable outcomes. Reduce cost and risk, increase retention, and improve patient experience and care through the Relias Platform of connected solutions, which includes Learning, Performance, Compliance, Quality, and Recruiting.
INDUSTRY.
COMPANY SIZE.
HEADQUARTERS.
PRODUCT.
EMPLOYEES.
SOFTWARE AND SAAS
ENTERPRISE
UNITED STATES
E-LEARNING SOFTWARE
1000
7% INCREASE
in on-time delivery
15% FASTER
Time to value
$100k+ COST SAVINGS
in time and labor by automation of project creation and resourcing
We have had 2 other PSAs but Precursive is the best platform so far with real time analytics that help my team manage at all levels. We already have had significant gains - with Project Management alone, we are saving several hundred hours of manual work with significant efficiency gains. These positive gains continue to mount as we continue to refine our processes and leverage the automation. The Precursive team has and continues to be great partners and bring a consultative view to our discussions and recommendations.
LISA JAMES.
SVP of PS & SUPPORT
THE CHALLENGE.
Relias works with over 13,000 health care organizations. Relias provides workforce solutions that connect learning, performance, compliance, and quality, ultimately helping to drive better patient care.
After repackaging their service offerings which comprise a mix of implementation and managed services, Lisa James and the team recognized that the previous ways of working could be improved given the manual effort to deliver services across the customer lifecycle.
OUR SOLUTION.
Relias uses Salesforce as their customer platform with sales teams using Sales Cloud and CPQ for opportunity management, quoting and attaching services products. Precursive is 100% native to Salesforce and integrated with orders to create a demand forecast of resourcing needs. Precursive creates projects and resource schedules based on the products and services sold and integrates those products into single or multiple projects depending on the rules for services delivery.
Lisa James explains: “Staffing was previously very manual and took up the majority of 2 FTEs' time. With Precursive we saved 70% of that time through automation and we now allocate our teams based on both their capacity and their skills. We have been able to redirect that admin time to higher value operational improvements in services which is great. Having Precursive native to Salesforce without relying on a separate tech stack or separate integrations was a huge plus as well.”
OPPORTUNITY MANAGEMENT
Manage and forecast opportunities
CRM SYSTEM
Custom workflow automation
REPORTS & ANALYTICS
Dashboards and easy reporting with insights
RESOURCE ALLOCATION
Plan & allocate resources, progress & task completion monitored
PROJECT MANAGEMENT
Plan Sales & delivery streamlined, project notifications & collaboration
PROJECT BUDGET
Track tasks, progress & margin, automation allows better visibility
PRECURSIVE IMPACT.
Services delivery is more consistent - a mixture of improved methodology, improved process and technology enablement with our PSA. Also ensuring strong P&L reporting
Efficiency gains achieved without reducing headcount. In mid-market, time to launch is 15% faster and the percentage of projects delivered on time has grown over the last 2 years
Precursive team continues to provide on-going services and support to help maximize impact of their PSA platform. Their thought leadership in services through the SDA is of great value
PS CONTENT BY PS LEADERS.
THE PSA PLATFORM THAT DELIVERS.
BY PRODUCTS.
