
ABOUT THE CLIENT
WPMS is a digital solution for managing work permits in the industry. It helps companies adhere to the compliances required for safety and operational work. It enables initiating, maintaining, and tracking the approval workflow. It keeps track of all permits concerning their current status and generates required reports for management.
PROBLEM
Difficult to track active, closed, suspended, rejected or upcoming permits.
Manual workflows cause approval delays. Difficult to identify with whom the approval is pending.
Lack of a central audit trail increases non-compliance risk.
Manual systems cause productivity loss.

SOLUTION
Role-based access control (RBAC) for efficient user role management
Real-time status updates. Export reports in Excel format.
Instant push & email notifications ensuring timely awareness.
Bulk holiday uploads. Ability to schedule plant-specific holidays.
Advanced search functionality with dynamic filters for faster & precise results.
Add / Edit / Delete new plants and locations.
BENEFITS
The shift to a high-tech model delivered significant business benefits:
Approval processes have reduced delays by 40%w.
Centralized tracking and real-time dashboards reduce compliance risks by 25% and enable quicker, safer decision-makingw
With real-time insights, role-based access, and proactive alerts, companies maintain a safer operational environment.
TOOLS & TECHNOLOGIES USED

Rental
This is the largest Utility Rental Company based in North America. Renting porta potties,fences and sanitation utilities.Salesforce CPQ was to be implemented. In addition a customer portal was to be built which could enable users to request for quotes, place orders and manage orders.The Source of Truth was to be in Salesforce.

Utiliy
To improve the efficiency of Sales Development Representatives (SDRs) and maintain high campaign hygiene, we implemented an automated lead disqualification process integrated with the Five9 dialer platform. The objective was to instantly remove unqualified leads based on predefined disposition logic, streamline exception handling for web leads, and provide end-to-end visibility through logging and audit trails. This solution ensures SDRs spend time only on quality leads, enhancing productivity while maintaining a clean, real-time lead pipeline.