Interview with Mr. Jason Liner, VP FP&A MercuryGate International, Cary NC
MercuryGate is the only full power, feature-rich transportation management system (TMS) that is singularly focused on strategic freight transportation management automation and has been for over two decades. The result is the best-of-breed transportation management platform that enables logistics experts to execute efficiencies previously unattainable and empowers relative newcomers to perform at expert levels they could not otherwise achieve.
The MercuryGate TMS simplifies and centralizes the management of freight transportation within a single software platform to save time and money for shippers, 3PLs, brokers and carriers around the world. The platform supports all modes of transport including ocean, air, rail, truckload, LTL, last mile, parcel and intermodal to give you visibility to every shipment, automate manual processes, and make smarter decisions based on delivery performance.
Mr. Jason Liner is the Vice President of Financial Planning and Analysis at MercuryGate International.
1. What is your primary role in the company?
My primary role is in Financial Planning and Analysis. As a part of my role, I work across Finance, Operations, Product Development, and Product Strategy. I help drive strategic decisions throughout the business, isolating issues and articulating appropriate business solutions.
2. What was the main challenge that you wanted to solve?
Some of our customers pay separately for Customer Support. For those customers, support is not a part of their subscription fees. We also do a fair amount of implementation services for our customers. We have three different teams working on customer-facing issues. There are Tier-1 and Tier-2 Support teams, the implementation team, and sometimes the development team. All these teams primarily work in different siloed software systems – the Customer support team in Salesforce, the implementation team in OpenAir, and the dev team in Jira. Our billing to customers is done based on the Case Number in Salesforce on yet another system. Reconciling hours spent on customer Cases across these systems was a nightmare. Some of the time details would have missing Case numbers. In addition, since some of our teams needed to log their hours in duplicate, they would often forget to do that. We recognized that we were losing out on our support revenues with all these issues. We desperately needed a single system-of-record for the hours that the different teams worked on Customer Cases. One that we could easily integrate with our billing system.
3. What is your number 1 challenge to tracking employee performance?
Disparate and siloed systems for different teams
4. What is your team size?
About 120 people in Customer Service and Implementation teams. Plus, another 50 people in the development team who also work on customer-facing issues.
5. What are you currently doing to make your customer service team more efficient?
We have implemented the PK4 TimeTracker for all our teams in different ways. For the Customer Service team, which works in Salesforce, we have implemented the Time Tracker lightning component that tracks time right inside the Case. The process is highly efficient, and we are now tracking every minute that the team spends on a Case. For the development team, we have integrated their Jira worklogs to be brought into Salesforce directly via the TimeTracker. So their time is recorded automatically into the Time Tracker, without their having even to click a button. Our Implementation team uses the Time Tracker web app to track their hours whenever they need to work on a Case. So all hours worked are now directly tied to Cases, and it all happens seamlessly.
6. What has been the significant impact for you?
Within the first month of implementing the Time Tracker, we’ve seen our Support revenues go up because all the hours are now accurately tracked. The time that we spent reconciling and billing customers has also drastically reduced.