Average Ratings 7 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Optima Pro field service software allows you to manage work orders and warranties, service contracts, field scheduling, spare parts inventory, service organization, and field service scheduling. Optima Pro, Damco's most popular Salesforce product, is a tool that streamlines field service operations. It optimizes Field Service workflows by organizing service delivery teams according to their skills and availability, tracking service contracts and offering automatic renewal provisions. Invoices can be generated/modified, and dispatchers/managers have access to the agents' real-time location. One segment of the field service industry is under constant pressure to coordinate its tasks. They are responsible for monitoring on-site service, dispatch technicians for repairs and maintenance, as well as honoring customer SLAs.

Description

Navigating disorganized resource management can feel like traversing through a complex maze, but with i2e Optima, you can efficiently find your way to clarity! This tool enables you to oversee performance, enhance resource allocation, and ensure compliance through valuable insights and visual representations. Equipped with tailor-made dashboards, it integrates seamlessly with various databases and project portfolio management technologies such as Planisware. You can proactively identify planning bottlenecks before they arise, allowing you to stay aligned with both current and upcoming project requirements. Experience accurate resource forecasting with minimal deviation, providing a single source of truth for managing resources in real-time. You will have projections for timing, demand, and costs, along with insights and dashboards that facilitate data-driven decision-making. All relevant information regarding a resource will be readily accessible, enabling you to track key performance indicators, awards, patents, skills, and much more. Additionally, you can keep an eye on reporting times, performance metrics, and compliance standards. Tailor custom parameters to align with your business’s needs, paving the way for increased productivity and enhanced employee satisfaction through effective skill management. In this way, i2e Optima not only streamlines resource management but also fosters a more engaged and capable workforce.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Alteryx No 
Microsoft Azure No 
Microsoft Power BI No 
Microsoft Project No 
Microsoft SharePoint No 
Planisware No 
Spotfire No 
Tableau No 
Workday Extend No 

Integrations

Salesforce Yes 
Alteryx Yes 
Microsoft Azure Yes 
Microsoft Power BI Yes 
Microsoft Project Yes 
Microsoft SharePoint Yes 
Planisware Yes 
Spotfire Yes 
Tableau Yes 
Workday Extend Yes 

Pricing Details

Free to Start
Price based on the requirement
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Achieva.ai

Founded

1996

Country

United States

Website

achieva.ai/

Vendor Details

Company Name

i2e Consulting

Country

United States

Website

www.i2econsulting.com/resource-management-pharma-lifesciences/

Product Features

Field Service Management

Billing & Invoicing No 
Contact Database Yes 
Contract Management Yes 
Customer Database No 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management Yes 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Work Order

Contract Management Yes 
Customer Database No 
Dispatch Management Yes 
Inventory Control Yes 
Job Management No 
Preventive Maintenance No 
Quotes / Estimates No 
Recurring Appointments No 
Routing No 
Scheduling No 
Task Management No 

Product Features

Resource Management

Capacity Management No 
Data Visualization No 
Demand Forecasting No 
Drag & Drop No 
Employee Scheduling No 
Filtered Search No 
Resource Allocation No 
Skills Tracking No 
Utilization Management No 

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