Time Tracking Done Right with Redtag and Salesforce

Efficient. Accurate. Insightful. Redtag helped a fast-growing technology company ditch manual workflows by building a streamlined time-tracking solution with Salesforce CRM.

About:

Founded in 1999, DermLite LLC has been a trailblazer in medical product innovation. From humble beginnings in a garage to a state-of-the-art facility in Aliso Viejo, California, their groundbreaking dermatoscopes have set the gold standard in dermatology. With a history rich in innovation and a recent acquisition by Germany's FotoFinder Systems GmbH, DermLite continues to push boundaries in advancing dermatological care. With expanding operations and an increasing client base, the company needed a way to streamline their critical business task. They turned to Redtag with a clear objective: build an intuitive, automated time tracking system within Salesforce CRM.

Industry:

Medical Equipment Manufacturing

Partners since:

2024

CLOUDS & TECHNOLOGIES:

Salesforce Lightning

Apex

Salesforce CRM

The challenges

Struggling with Manual Time Tracking

DermLite found itself in a bit of a pickle when it came to tracking employee work hours and project-related times. Their reliance on Excel spreadsheets for manual time tracking was turning into a logistical nightmare. The errors were piling up, client billing was becoming unreliable, and their operations weren’t running at peak efficiency.

The client had been using Excel to track hours worked, but this approach was leading to too many cracks in the pipeline. Errors were commonplace, reports were cumbersome to generate, and billing discrepancies were all too frequent.

Their project managers were grappling for visibility into resource allocation and employee productivity. Without a structured system for time tracking, they were wasting precious hours trying to piece everything together. Simply put, this outdated system wasn’t cutting the mustard for a modern, growing enterprise. They needed a simpler, more transparent way to track time—and fast.

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The solution

Customized Salesforce Solution

The Redtag team got to work designing and implementing a custom Time Tracking module within Salesforce CRM. Here’s how we turned things around for our client:

Data Model Design: We developed an extensive data model encompassing employee time logs, project assignments, and client metadata to provide structured and efficient data storage.
Role-Based Security: To ensure that sensitive data remained protected, we deployed a robust security model specifying which roles could view, edit, or approve entries. ‍
Intuitive User Experience: Employees can now log hours, attribute them to specific projects, and add detailed descriptions using easy-to-navigate custom components built within Salesforce Lightning.

Automated Approvals: A new workflow system streamlined the approvals process for team leads, providing them with timely reminders and notifications, cutting down on delays.
Admin-Friendly Features: An administrative console offered centralized access for the HR and systems teams, empowering them to manage permissions, data, and configurations in a hassle-free manner.
Visual Reporting Tools: Using Salesforce’s advanced reporting features, we provided DermLite with dashboards to measure performance metrics like hours spent per project, productivity trends, and client billing accuracy.

And the best part is that everything seamlessly integrated into the company’s existing Salesforce CRM setup for a unified experience.

VIDEO REVIEW

The RESULT

Time-Saving Efficiency and Better Billing

The new Time Tracking solution was a game-changer for the client—plain and simple. Within six months of implementation, they were seeing clear improvements across the board.

Billing discrepancies cut by 30%. No more headaches when it came to client billing. The new solution ensured accuracy and efficiency, saving time and revenue.
15% boost in employee productivity. With a user-friendly system in place, employees were able to shift their focus away from manual data entry and toward higher-value tasks.
20% reduction in administrative overhead. The streamlined system not only eliminated hours of spreadsheet wrangling but also allowed project managers to focus on driving results, not process.
Improved resource allocation and visibility. Project managers gained key insights into resource usage and progress—information that helped them plan more effectively.

All in all, the client couldn’t have been happier. According to them, Redtag didn’t just provide them with a time tracking system; we provided them with peace of mind. This collaboration between DermLite and Redtag is proof that the right technology can make a world of difference in daily operations.

Q&A Session