How Provisio Partners elevates human services organizations with Hubbl Diagnostics

Provisio Partners is proud to be the largest Salesforce consultancy focused solely on supporting human services organizations. This passionate team is made up of social sector enthusiasts, Salesforce nerds, ex-social workers, and others who adore working with mission-driven organizations. To increase the impact they can make with their customers, Provisio sought an automated solution for issue lifecycle management from project scoping through managed services engagement.

We recently sat down with Samantha Stoternau, Vice President of Client Success at Provisio Partners, to discuss how their Ongoing Support team is transforming their approach to client management with Hubbl Diagnostics.

Accelerating impact through technology

Provisio recognizes the importance of making every dollar count and has found that in Ongoing Support services, clients are cautious in how they use their time, often de-prioritizing org health initiatives. Conveying the importance of org maintenance tasks is often difficult due to the technical nature of the conversation and the perception of value add.

"At Provisio, our goal is simple, we aim to improve the lives of 100 million people through our commitment to our clients,” said Samantha, “Achieving that goal requires finesse and real empathy for the most important element of our clients work - serving their communities."

Provisio adopted Hubbl Diagnostics to shine a light on the importance of org health in relation to the broader technology goals of their clients, such as preparedness for AI.

FOR PROVISIO, PROJECT ESTIMATION CHALLENGES AFFECTED IMPACT

• Project estimation and scoping a project: Provisio was looking for a more accurate and efficient way to estimate the scope for a managed services project.

• Building trust and credibility in conversations with customers: We wanted to come across as credible and trusting with the customer and wanted to be close to reality with what was going on in the customer’s Salesforce org.

Provisio’s path forward to more impact

By utilizing Hubbl Diagnostics, the Provisio presales team is now able to : 

1. Use Scan Requests to run a quick scan of a customer’s org  to understand overall health, complexity and areas they can help
2. Easily drill down and look at the issues in detail 
3. Prioritize and come up with a roadmap based on severity of issues and effort needed 

“Hubbl was instrumental in building trust and credibility with the customer and the Provisio team looked very credible when leveraging Hubbl to present the Salesforce recommendations” 

With Hubbl Diagnostics, the managed services team was able to: 

• Gain access to all Salesforce org issues in one place: With the Hubbl scan results, the team found it very easy to identify issues and report back to the customer in a credible manner.
• Accurate SOW: The Hubbl dashboard categorized all the recommendations in a nice manner for the team to estimate the effort needed to fix issues in a prioritized manner. We then quickly generated a statement of work that was more accurate..
• Build trust: By exceeding client expectations with a transparent approach, Provisio was able build trust by showcasing progress made on improving the health of the human services organization’s Salesforce.

“With Hubbl, we’ve been able to drive Ongoing Support activities with actionable insights that save time and money for our clients so they can focus on what matters most - their impact.”

Overall, Hubbl Diagnostics has made org health conversations more productive, more meaningful and more digestible thus aiding Provisio's staff and client partners in driving that work forward within Ongoing Support services.

Through their strategic use of Hubbl Diagnostics, Provisio Partners has empowered numerous human services organizations to optimize their Salesforce environments. By gaining clear visibility into org health, creating accurate project scopes, and fostering trust through transparency, Provisio has helped these organizations maximize their technology investments. Ultimately, this translates to more efficient operations, reduced costs, and a greater ability for human services organizations to focus on their core mission: serving their communities and improving lives.