How to automate your field workflows?

Most people have a daily schedule of things to perform and tasks to complete. 73% of employees, as per a recent Forbes survey, undertake more than 50 recurrent tasks each week. Consistently reliable tasks can be automated using workflow management software. 

Automated workflow software, like mobile data collection, guarantees that those in charge of the next task are alerted and have the details they need to carry out their portion of the process once a team or individual has done their specific task.

A guide to automating field service workflows in four easy steps

Automation of the field service workflow goes beyond simply eliminating paper-based processes. Automatically triggering subsequent processes and tying together employee collaboration are two of the greatest process systems. Automating your workflows is an essential part of maximizing productivity.

Democratize the development of workflows 

If you want your field teams to use workflow software to its full potential, you need to model it after their daily routines. When development is restricted by IT, this is tough to accomplish. 

The end product is suited to the workflows it is meant to automate since workflow technology tools are handled by experts who know the processes best. In some of the most modern mobile workflow systems, low-code application platforms enable citizen developers—people without IT or coding experience—to construct their processes and forms. 

Streamlining repetitive tasks can be achieved by democratizing workflows. This field service solution includes workflows for task execution, dispatching, and work order sign-off.

Efficiently collect information

Additionally, field professionals can utilize their mobile devices or tablets to capture and share details immediately sent to the right individuals and back-end systems thanks to workflow automation. 

For example, field technicians can use mobile devices to gather site evidence and standard work order items and trigger downstream workflows like quoting parts requisition and equipment surveying. 

To fulfill a work order at a site, they can obtain information and instructions and capture the tasks accomplished, issues found, time spent, and parts utilized. Managing the tracking and reporting for each project is no longer a burden on the users. Human mistakes and inefficiency are eradicated by automation.

Gather and analyze relevant information

Your field personnel can collect more data if automated mobile workflows are in place. For example, a photo taken on-site with a part order for an asset can be linked to an automated service event created by frontline staff. To ensure that the generated data touches all parts of the process and is acted upon, this data can be connected across FSM, CRM, and back-end systems.

In the absence of automated operations, acquired data from paper applications tend to be dispersed. It’s simply too time-consuming to go through each piece of data by hand and make the necessary connections. As a result, data sits in silos, unable to be shared across applications or used in analytics and prediction models.

Route information for external-facing reporting

Workflow automation is not just for field technicians. External stakeholders can benefit from your automated workflow procedures. Automate the flow of data acquired in real-time from various sources to various stakeholders, including vendors, customers, back-end systems, and regulatory bodies. Your papers’ proper storage and safety may be assured by implementing digital workflows.

An EHS workflow application that accelerates data collection speeds remedial action and automates compliance filing can be designed. When regulatory standards change, you have the option to make simple modifications to your mobile LCAP workflows and get that new data into the hands of your staff quickly.

Mobile data collection is a good example of how automated workflows may take existing workflows and eliminate the tedious parts. You don’t have to manually route data to the next destination because they interact across software and simplify the data entry process.

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