Salesforce Project Management Platform for Rogers Communications

Rogers Communications needed a scalable Salesforce-based platform to manage complex network development, project tracking, task templates, site-related work, contractor evaluation, reporting, and operational support.

WebSolo helped Rogers extend and support a Salesforce solution that replaced fragmented legacy tracking processes with structured project, site, task, dependency, reporting, automation, and data migration capabilities.

Success Story

Salesforce Project Management for Rogers Communications

Custom Salesforce development, reporting, automation, contractor scorecards, and long-term platform support for a national telecommunications environment.

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Client Profile

Client Reference

Business Challenge

Rogers had a complex network development environment involving many related projects, sites, tasks, templates, dependencies, contractor activities, dashboards, and data migration needs.

The original Salesforce implementation addressed core project tracking, but the platform required ongoing enhancement, reporting, automation, security refinement, and support for new operational requirements.

• Manage network projects, programs, sites, milestones, tasks, and work breakdown structures in Salesforce.
• Support role-based access, sharing, and security for different internal teams and management levels.
• Standardize project and task templates while allowing region-specific configuration.
• Support project task dependencies and roll up key task dates to project-level reporting fields.
• Replace spreadsheet-driven processes with Salesforce records, reports, dashboards, templates, and controlled data loading.
• Support contractor scorecard processes, validation rules, locked completion states, and cumulative reporting.
• Improve reporting visibility and help business users understand project, task, planned, actual, and dashboard metrics.

Key Requirements

• Design and refine Salesforce custom objects and relationships for network project management.
• Support project templates, task templates, grid tasks, mandatory tasks, task generation, and region-specific execution needs.
• Configure role hierarchy, sharing, and security settings for internal Rogers teams.
• Build and maintain Visualforce pages and Apex logic for custom workflows, forms, scorecards, and document-style outputs.
• Create contractor scorecard functionality connected to operational project records and contractor accounts.
• Implement validation rules and completion rules so scorecards could not be completed with missing required information.
• Develop reporting and dashboard support, including explanation of report logic and metrics.
• Support bulk project creation and data migration using templates, Data Loader, duplicate checks, and project-site relationship handling.

Delivered Solution

Salesforce Data Model, Security, and Sharing

WebSolo supported Salesforce data model and security work around Rogers network project management. This included custom object planning, object security, role hierarchy, sharing, and access considerations for different teams and responsibilities.

Project and Task Templates

A major part of the solution involved Salesforce project and task templates. Template logic helped Rogers standardize common network project work while still allowing regional configuration where appropriate.

WebSolo supported project templates, task templates, grid tasks, mandatory tasks, task names, duration, stage, owner role, task ordering, and automation for adding selected tasks when sites were added to projects.

Task Dependencies and Roll-Ups

WebSolo worked on task dependency functionality and roll-up behaviour so selected task dates could influence related tasks and project-level reporting fields.

This helped Rogers improve visibility into critical tasks, affected tasks, generated dependencies, project dates, and reporting timelines.

Contractor Scorecard Functionality

WebSolo designed and documented a custom contractor scorecard process for Rogers. The process connected contractor evaluation records to related operational records and contractor accounts, while providing a custom editing experience for business users.

• Auto-generation of contractor scorecard records based on defined operational milestones.
• Custom Visualforce screen to edit contractor scorecards.
• Rating picklists for evaluation criteria.
• Required issue descriptions when low ratings were selected.
• Completion checkbox behaviour that locked editing after valid completion.
• Validation to prevent completion when required information was missing.
• Reports and dashboard support for cumulative contractor scores.

Reporting and Dashboard Support

WebSolo supported reporting logic and helped explain differences between native Salesforce reports and custom dashboard views. This included clarification of project-level counts, task-level counts, planned values, actual values, and dashboard summaries.

The work helped business users better understand how Salesforce reports and dashboards represented operational activity.

Data Migration and Project Creation Support

WebSolo helped formalize project creation and data loading processes, including support for project insert templates, lookup values, duplicate checks, project-site relationships, and Data Loader-supported bulk inserts and updates.

This helped Rogers move from spreadsheet-based preparation into more structured Salesforce project and site creation processes.

Requirements Analysis for Future Project Management Capabilities

WebSolo also reviewed broader project management requirements involving portfolios, programs, projects, work breakdown structures, sub-projects, milestones, and tasks.

The review included Salesforce-specific questions and implementation considerations around object relationships, templates, generated identifiers, Gantt-style views, document links, approvals, funding identifiers, and lifecycle states.

Results and Benefits

The engagement helped Rogers continue to mature its Salesforce-based network project management platform and reduce reliance on fragmented spreadsheets and manual tracking.

• More structured management of projects, sites, tasks, templates, milestones, contractor activities, and operational records.
• Improved consistency through reusable project and task templates.
• Better visibility into planned, actual, and total task activity through reports and dashboards.
• More controlled contractor evaluation process with validation, locking, and cumulative score reporting.
• More reliable bulk data loading and project creation support through templates and documented steps.
• Improved business-user understanding of reporting logic and dashboard calculations.
• Enhanced Salesforce maintainability through documented requirements, scenarios, and solution flows.
• Ongoing Salesforce support over multiple years, covering enhancements, automation, reporting, and data operations.

Platform and Technologies

• Salesforce custom objects and custom fields
• Role hierarchy, security, sharing, and custom object access
• Apex triggers and Apex classes
• Visualforce pages and custom controllers
• Validation rules and workflow-style automation
• Reports and dashboards
• Data Loader and ETL templates
• Project templates, task templates, dependencies, and date roll-ups
• Document-style outputs generated from Salesforce data

WebSolo Services Provided

• Salesforce Consulting
• Salesforce Implementation and Enhancements
• Custom Salesforce Development
• Salesforce Integration and Data Migration
• Salesforce Support and Training

Frequently Asked Questions

What type of Salesforce work did WebSolo perform for Rogers?

WebSolo supported Salesforce consulting, architecture, custom development, security configuration, Visualforce functionality, reporting, dashboards, automation, project and task templates, contractor scorecards, and data migration support.

Was this only a Salesforce development project?

No. The engagement included business analysis, requirements review, Salesforce data model work, security and sharing considerations, reporting support, user-process support, and ongoing enhancements.

What business processes were supported?

The work supported network project management, project and site tracking, task templates, task dependencies, contractor evaluation, dashboards, and bulk project creation and data loading.

Did WebSolo help with Salesforce reporting?

Yes. WebSolo supported reporting and dashboard logic, including clarification of differences between record counts and task counts, and supported contractor scorecard reporting.

Can WebSolo help with similar Salesforce project management solutions?

Yes. WebSolo can help organizations design, enhance, and support Salesforce solutions for project tracking, field operations, data migration, automation, reports, dashboards, and custom user interfaces.