Trusted partner in marturing Relias's professional services 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 & SaaS
Enterprise
United States
E-Learning software
1000
$500k
in cost savings
15% faster
time-to-value
7% increase
in on-time delivery
We have had 2 other PSAs but Precursive is the best platform so far with real time analytics that helps me and my team manage at all levels. The automation in the platform has helped us to realize significant cost savings in efficiencies. We already have massive gains. With Project Management alone, we are talking hundreds of manual hours and efficiencies saved. These positive gains are just going to continue to mount. The Precursive team was awesome to partner with.
Lisa James.
VP of PS & Client Care Operations
The Challenge.
Relias works with over 13,000 health and social care organizations. Relias provides workforce solutions that connect learning, performance, compliance, and quality which ultimately help 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 explains: “Staffing was previously very manual and took up the majority of 2 FTEs time. With Precursive we saved 70% of their 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.”
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.
Enabled consistent and scalable services delivery through standardized processes & improved methodology
Provided the data and insights needed for accurate P&L management and informed decision-making.
Accelerated delivery performance and customer outcomes, helping improve project velocity & reduce time-to-launch
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The PSA Platform that delivers.
