Overview
Our client is a digital-first life sciences commercialization and healthcare technology company serving pharmaceutical, biotechnology, and medical device organizations. As the business expanded across multiple geographies, managing client engagements, contracts, service agreements, and project workflows through disconnected tools became increasingly complex. The lack of a centralized system limited operational visibility, slowed collaboration, and increased the administrative effort required to manage projects effectively.
To address these challenges, Dhruvsoft designed and implemented a customized Salesforce-based project management solution tailored to the client’s unique business processes. The solution unified contracts, service agreements, projects, milestones, and tasks within a single Salesforce platform while automating repetitive workflows that were consuming valuable time.
With real-time project visibility, streamlined collaboration, and automated task management, the organization gained greater control over project execution, improved resource planning, and established a scalable foundation to support future business growth.
Project Highlights
| Customer Industry | Life Sciences & Healthcare Technology |
| Geography | Global |
| Company Size | Enterprise |
| Number of Users | 250+ Users |
| Product Implemented | Salesforce Platform |
| Modules Implemented | Project Management & Resource Management |
| Integrations | REST APIs & Salesforce GTM |
| Implementation Duration | 6 Months |
| Challenges Solved | Disconnected Projects & Manual Processes |
| Solution Highlights | Centralized Project Management with Workflow Automation |
| Business Outcomes / Benefits | 35% Faster Task Completion & Improved Resource Utilization |
The Challenge
Growth had outpaced the tools the team was using. Project information lived in different systems, recurring tasks were created manually, and there was no reliable way to see how resources were allocated across active engagements. Specifically:
- No unified system: Contracts, service agreements, projects, milestones, and tasks were tracked across separate tools. Getting a complete picture of any engagement required pulling information from multiple places.
- Manual task creation: Project management plan activities and recurring tasks were built by hand, creating unnecessary administrative overhead and introducing room for error.
- No integrated time tracking: Without a way to log time against specific tasks, measuring productivity and reporting on project performance was largely guesswork.
- No consolidated calendar view: Teams had no single interface to see meetings, milestones, and tasks together — making coordination harder than it needed to be.
- Limited resource visibility: There was no easy way to compare planned resource allocation against actual utilization across projects and contracts.
The Solution
Dhruvsoft proposed a Salesforce-based project management framework purpose-built for the client’s engagement model. The goal was not just to move existing processes onto a new platform, but to restructure them around automation, visibility, and accountability.
The solution was built around four core capabilities:
- Unified engagement management: Healthcare provider agreements, service level agreements (SLAs), projects, milestones, and tasks are all managed within a single Salesforce environment — giving every team member a consistent view of engagement status.
- Automated task and milestone creation: Custom Apex classes and triggers automate the creation of recurring tasks and milestone structures, removing the manual effort that had been slowing teams down.
- Integrated time tracking: Time spent on each task is logged directly in Salesforce, giving managers accurate data on productivity and project progress without requiring separate timesheets or manual reconciliation.
- Resource utilization dashboards: Managers can now compare planned versus actual resource allocation across all active projects and contracts, enabling better workforce planning decisions.
The implementation also included Lightning Web Components for the user interface, and REST API integration with the client’s Go To Market (GTM) Salesforce environment and project management solution to ensure seamless data flow across their systems.
How We Delivered It
Dhruvsoft followed a structured four-phase delivery approach:
- Discovery: Stakeholder workshops surfaced operational requirements and pain points. A detailed business requirements document was agreed upon before any development began.
- Development: Custom Apex classes, triggers, and Lightning components were built to support automation and the project hierarchy model.
- Integration: REST API-based integration between the client’s Salesforce environments was implemented and tested to ensure data consistency across systems.
- Testing and go-live: End-to-end testing covered workflows, automation logic, and integrations. After validation, the solution was deployed to production with user training and post-go-live support.
Results
The impact was measurable within the first few months of go-live:
- ~35% improvement in on-time task completion — structured milestones, automated task creation, and clearer accountability reduced delays across project teams.
- 20–25% increase in resource utilization — managers gained the visibility needed to allocate people more effectively and reduce underutilization across engagements.
- Single platform for all engagement data — contracts, SLAs, projects, and tasks are now managed in one place, reducing the time spent locating and reconciling information.
- Reduced administrative overhead — automation eliminated manual task creation and time reconciliation work, freeing up team capacity for higher-value activities.
- Better SLA adherence — real-time visibility into milestone and task status enabled teams to identify and address delivery risks before they escalated.
Conclusion
For a growing life sciences firm managing complex, multi-party engagements, having the right operational infrastructure matters. By building a project management framework tailored to the client’s specific engagement model — rather than deploying an off-the-shelf template — Dhruvsoft helped the organization gain meaningful control over how work gets planned, tracked, and delivered.
The result is a platform the team can grow into, not just grow out of Looking to improve project visibility and operational efficiency on Salesforce? Dhruvsoft specializes in designing and implementing Salesforce solutions tailored to how your business actually works. Contact our team to discuss your requirements.
