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This Is A Custom Widget

This Sliding Bar can be switched on or off in theme options, and can take any widget you throw at it or even fill it with your custom HTML Code. Its perfect for grabbing the attention of your viewers. Choose between 1, 2, 3 or 4 columns, set the background color, widget divider color, activate transparency, a top border or fully disable it on desktop and mobile.

Improving Efficiency with Mobile Devices

/, Workforce Mobilization/Improving Efficiency with Mobile Devices
Improving Efficiency with Mobile Devices 2017-08-14T19:11:36+00:00

Project Description

  • Industry:  Foodservice, Remote Operations
  • Technologies:  Dynamics 365 for Sales, JavaScript

Problem

One of our clients is a leader in on-site food service operations.  A mobile account management team travels each day to customer sites to ensure operations are running smoothly and meeting both internal and external expectations. Each visit entailed the account manager completing a paper checklist of key performance indicators (KPIs).  Each member of the management team was assigned KPIs and tasked with assessing the operation’s performance.  For below standard KPIs, the team was required to document specific actions needed to resolve the issue before the next inspection. Once completed, the multi-page assessment forms were scanned and emailed to the senior manager for review.  With a dozen team members, over a hundred customer sites and one person to decipher the data, the process was labor intensive, time-consuming and inefficient.  And, more importantly, there was detrimental delay in providing critical feedback or making needed operational changes.  This manual process also prevented senior management from seeing trends in the data.

Solution

Automation and the use of mobile devices was an obvious solution to this problem.  A condensed version of the evaluation form was created and formatted into KPI groups by topic.  This form became a customized table in their CRM.  Using an iPad, the assessment data is now entered in real-time while the team is onsite.  Relevant data fields are active or inactive based on the previous input.  This customization was coded using JavaScript. Because the data is entered directly into the table, the information is accessible to everyone real-time and regardless of their physical location.  An added boost of efficiency is an automatically-generated email which highlights only the areas needing attention.  This email is delivered only to individuals identified by the CRM as having a supporting role to the customer and/or the area of concern.   Using the iPad, the client also has access to previous visit reports to help identify problem patterns as well as measure progress against previous action plans.

Result

Implementing this mobile automation with customized interface has dramatically improved the process and proven significantly beneficial to our client as well as their customer-based food service operations.  More time is spent supporting the operations and growing the business instead of on the evaluation process itself.  The client is very pleased with the project outcome and feels they have experienced both a financial and personal ROI.

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