[Fryk Co., Ltd.] Port promotes management DX by improving business operations using Salesforce
*View in browser* *Fryk Co., Ltd.*
Press release: April 30, 2024
Port promotes management DX by improving business operations using Salesforce *With the mission of “creating the next 10 years,” we aim to realize an overall optimal business flow*
Flyk Co., Ltd. (Head office: Fukuoka City, Fukuoka Prefecture, Representative Director: Otaki
Ryu (hereinafter referred to as “Fryke”) is Port Co., Ltd. (Head office: Shinjuku-ku, Tokyo, Representative Director, President and CEO: Kasuga)
We would like to inform you that Hirofumi (hereinafter referred to as “Port”) has introduced business design and system design services aimed at “optimizing the entire organization.”
Introduced business design and system design services to Port Co., Ltd. * Background and issues leading to the introduction *
Port is developing a contract support business that supports users’ optimal decision-making and businesses’ efficient business activities in four areas: employment, energy, finance, and renovation. Port’s Management Promotion Department has been working on business promotion with the mission of “creating the next 10 years.”
However, as companies rapidly expand through M&A and new businesses, it has become apparent that various issues are arising with current human operations. Therefore, looking ahead 10 years, we started a project to build internal controls, prioritizing improvements to Salesforce, which is essential for business management.
In addition, since support for Salesforce Classic will end, LEX (Lightning Experience), but was put off due to cost and time issues.
About LEX (Lightning Experience)
Under these circumstances, we felt overwhelming value in the business consulting element of “organizing your business and thinking about the optimal overall business flow”, which led us to introduce Freike’s services.
* [Initial issue] *
・The number of operations to process invoice issues has increased, and the process cannot be completed without dispatching personnel. ・There were restrictions on Salesforce licensing, which prevented all employees from accessing information, resulting in communication errors between superiors and subordinates who had licenses.
・As each department uses different tools, collaboration between tools is partially optimized.
* Overview of initiatives and implementation tools *
Deployment tools:
Port deployment tools
Identifying current issues in back office operations and formulating a vision for the future
Overview of the back office area
Current status and ideal state of RA (recruiting advisor) duties [Current situation] Licenses have not been granted to the required members and transcription errors are occurring in the spreadsheet. [Ideal state] Licenses are granted to the necessary members and all sales information is managed in Salesforce.
*Results after implementation*
By introducing Freik’s service, the following changes occurred. ・By organizing licenses and adjusting authority, it is possible to grant licenses to all necessary members while reducing costs. ・Design operations from the upstream and build an “overall optimal business flow”
These improvements have eliminated the communication errors that previously occurred between licensed superiors and non-licensed subordinates, and succeeded in creating an optimal work flow environment. In addition, with the introduction of the service, LEX (Lightning
We were also able to take the step toward transitioning to a new “Experience” approach, which enabled us to achieve more optimal and efficient operations while involving the entire company.
Comment from Port
Port Co., Ltd.
Regarding Salesforce licenses, they told me that there are some features that are not being used, and the number of licenses is “48 → 115”. By selecting the necessary functions, organizing licenses, and adjusting permissions, we are now able to lower costs while granting licenses to all necessary members.
By creating an environment where employees can see the information themselves, communication errors that previously occurred between licensed superiors and non-licensed subordinates have been eliminated.
Also, from Salesforce Classic to LEX (Lightning
Regarding the migration to LEX Experience, we were able to create a scenario where we could solve other problems and improve efficiency together by migrating to LEX based on business automation. I think it was big.
Click here for case details
Details of this case can be found below.
* https://flyke.co.jp/project/port/* Company Profile
Company name: Port Co., Ltd.
Representative Director, President and CEO Hirofumi Kasuga
Address: 5th floor, Shinjuku Front Tower, 2-21-1 Kita-Shinjuku, Shinjuku-ku, Tokyo
Established: April 2011
Business content: Human resources support service, sales promotion support service, new service URL: https://www.theport.jp/
Company name: Flyke Co., Ltd.
Representative Director: Ryu Otaki
Address: 2-23-48 Kashii Ekimae, Higashi Ward, Fukuoka City, Fukuoka Prefecture Established: September 2021
Business content: Management consulting, system consulting
URL: https://flyke.co.jp/
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