MOBILE WORKFORCE MANAGEMENT

Transcription

1 Guide to Weever Apps Inc. 144 James Street South, Studio 3 Hamilton, Ontario L8P 3A2 MOBILE WORKFORCE MANAGEMENT Take your business to the next level.

2 Guide Overview Weever Apps Moving forward... together. Mobile Workforce Management (MWM) solutions make relevant actionable data instantly accessible to field staff, administrators and company leadership. Actionable Data is the path to becoming a better, faster and more profitable company. All Mobile Workforce Management (MWM) solutions are tailored to suit the specific needs of our customers. Our Mobile Workforce Management Platform allows us to design and engineer excellent mobile solutions that are cost-effective and delivered quickly. Our platform works like a large collection of seamlessly integrated product features that can be quickly assembled and modified to meet customer specifications. Our partnerships with industry technology experts, like Xerox, ensure that we will design the right solution to suit your requirements. The intent of this guide is to give you a better sense of the opportunities available through MWM solutions to inform a more educated internal discussion about features and functionality that would be right for you. Topics covered in this guide include: What is Mobile Workforce Management? What are the benefits? How does Weever Apps deliver MWM Solutions? Mobile solution type examples, case studies and popular features. 2

3 What is Mobile Workforce Management? Weever Apps The power to keep everyone moving forward. Keeping everyone on task means providing them with immediate access to the tools they need. Mobile Workforce Management (MWM) solutions use mobile technology to provide tools to frontline staff and meaningful actionable data to company decision makers. From inspection checklists to complex workflow, your MWM solution can be engineered to provide benefits to all levels of your organization. Staff & Operations Immediate access to tools & resources Field staff have access to current and relevant operational information and the resources they need to make a positive impact on your customer/patient experience. More efficient, technology-driven customer experiences are proven to increase sales and customer satisfaction levels. Frontline staff can do more - quicker, and with fewer errors - which enhances their satisfaction, general attitude and morale. Project Managers & Administrators Real-time control Project Managers have real-time visibility into project status, activity reports, asset locations, and more - allowing them to better manage projects and company resources. Leadership Enhanced visibility into company performance Company management and directors have immediate access to reports featuring current and relevant data, on which to base better strategic decisions. 3

4 Mobile Solution Types Weever Apps Mobile Forms, Audits & Inspections Reduce paper costs and data entry errors, while enhancing efficiency. Create inspection forms and assign to workers Workers select forms and complete checklists and add information (photos, signatures, complex calculations, etc.) Administrator can review, sort, filter, edit information and create reports Resource Management Provide instant access to tools and resources your staff need. Favourite documents and folders for easy access later View documents and the link to anyone Make private notes on resource pages 4

5 Mobile Solution Types Mobile Training Increase adoption, engagement and effectiveness of staff training. Create training modules including videos, text, links and other content Add multiple choice tests to modules Create live pop-quizzes Track results to inform individual or group follow-ups Checkpoint Scanning Ensure staff are on-task and track performance. Create QR codes for checkpoints Mobile users scan the QR code to gain access to instructions and forms to complete and submit User, date and GPS location automatically captured Monitor all interactions and create reports 5

6 Mobile Solution Types Weever Apps Asset Management Know the location and status of all of your valuable assets. Apply QR codes and/or GPS locators to assets Staff sign-in and out assets Administrator monitor realtime asset locations and use intervals for reports Workflow & Project Management Provide frontline staff with the tools they need to get the job done right every time. Create projects/work orders and assign them to workers Workers review project information and add information to forms to complete work Administrators can edit information collected using the dashboard 6

7 MWM Benefits Weever Apps Take your businesses to the next level. Mobile Workforce Management solutions leverage mobile apps and a management dashboard to provide meaningful information to both business decision makers and frontline field staff. The benefits of MWM solutions are vast, clear and repeatedly validated. Customers are most impressed with the productivity and efficiency realized by making paper-oriented processes digital. Users can find the information and tools they need quicker and the information is passed on to administrators in real-time. Data is backed up automatically and there are fewer errors due to input mechanisms like conditional (skip) logic, dropdown menus and required fields. Companies have reported massive cost savings associated with the management, filing and storage of paper alone, not to mention the time savings associated with manual data processing. Finally, MWM solutions help to create an enhanced customer experience that can help to close the deal. Enhance efficiency & productivity Imagine your field staff, managers and leadership had immediate access to the tools they need to succeed. MWM solutions are proven to build productivity. Increase profitability & reduce costs Accelerate quote to cash timelines because customer approvals and payments happen instantly. Reduce reliance on paper and manual data processing, which can save thousands. Create a wow customer experience One of the top benefits witnessed by Mobile Workforce Management users is an enhanced customer experience. This leads to better sales conversion rates and enhanced customer loyalty. 7

8 The Weever Apps Difference Our mobile platform allows us to design and engineer excellent mobile solutions that are cost-effective and delivered quickly. Our scalable and modular mobile platform works like a large collection of seamlessly integrated product features that can be quickly assembled and modified to meet customer specifications. As a result, we design and engineer excellent mobile solutions that are costeffective for our customers. Our platform works through the seamless integration of a mobile application and a cloud-based management dashboard. The mobile application engages with frontline staff in the field and can be designed to provide them with the tools, training and resources to get the job done right - the first time and everytime. The encrypted, cloud-based, operations dashboard is used by administrators and project managers at head office to facilitate effective and real-time communications with frontline staff. This can include activity monitoring, mobile forms, workflow solutions, checkpoint management, asset management and more... In many cases, we also integrate with other existing business systems, such as ERP, accounting and CRM systems, so that the information collected does not have to manually re-entered. Some of our customers 8

9 Our Process Weever Apps Our solutions are realized through our 3-point software deployment strategy: 1. Mobile App Designed to facilitate a more efficient process for company stakeholders, mobile apps provide users with access to the tools, mobile forms and resources they need to succeed. 2. Dashboard Our flagship dashboard product serves as the nerve center of our mobile solutions. The dashboard provides admistrators with instant access to activity, communications, live and historical reports, and other data critical for efficient operations. 3. Integration Our API integrates with third party accounting, ERP, and CRM software. Our focus is on lightweight, limited and modular integrations, which help our clients to skip manual data-entry processes - saving time and resources. 9

10 1) Mobile App Development App development is our passion. Great experience design starts with a deep understanding of our client s needs. We use a comprehensive process to understand our audience and design something that they will love to use. Our apps can be deployed on virtually any touchscreen device, making them instantly accessible to your entire team. All apps are secure and can be utilized without an active internet connection. VitoApp Viessmann Manufacturing Company Inc. Safe Guard Live Genesis Security Group i-mop App i-mop 10

11 Popular Mobile App Features Photo Capture A picture is worth a thousand words. Add photos to reports, inspections, etc. esignatures Get instant approvals from customers. Use DocuSign for greater assurances. Calculators Create advanced automated calculations for quotes, savings estimates, etc. Conditional Logic Enable forms to auto-add or remove fields based on previous answers provided. QR Codes Scan QR codes corresponding to assets, location, staff members, etc. QR codes can be dynamically generated using the dashboard. Sync Offline Mode Save all field inputs to the device s local storage to be automatically synced with the cloud database when an internet connection is restored. 11

12 Voice-to-Text Accept Payment Why type when you can just talk? Don t wait to get paid. Collect payment through the secure PayPal API. Annotation Pricelists & Catalogues Sometimes a simple drawing is exactly what you need to get your point across. Keep staff all on the same page and reduce errors with centrally manage resources. Mobile Forms Training and Pop Quizzes Make data easy to collect and manage using multiple choice, dropdown, sliders, and checkbox fields. Add training modules including videos and tests. Add a Live Pop Quiz to enhance staff engagement. Track everything to inform follow ups. 12

13 2) Dashboard A customized, SSL secure, cloud dashboard is immediately accessible to anyone with an Internet connection and security clearance. The dashboard allows administrators to track activity, review form reports, manage users, update mobile forms and training, and much more 13

14 Popular Dashboard Features Manage Users Easily add, edit or remove employees. Change employee type to provide users with different access privileges Tap Show History to review historical activity Create Forms & Content Don t pay everytime you need to update your app. Use a drag & drop interface to edit or create new forms Create new content whenever you wish, including links to resources, social media feeds, maps and map locations, and videos 14

15 Activity Monitoring Monitor the real-time locations and activity of your frontline staff. Map and list view for all reports GPS locations for all app activity and submissions Filter view settings by time-frame, user and type Dynamic links to forms, lists and employee Form Reports Actionable data is instantly available. View reports for all forms Filter data by date or search criteria Download the data to use as a spreadsheet Download form submissions as PDFs and/or directly from the dashboard 15

16 3) Integration One software solution cannot, and should not, try to do everything. Weever Apps integrates with virtually any business platform, from CRMs to accounting software. Our packaged solutions include 3rd party integrations like DocuSign TM. Our REST API can seamlessly connect data to other databases. We also offer out-of-the-box CSV download capabilities. Key Partnerships Xerox Business Innovation Partnership Xerox and Weever Apps collaborate to provide companies with access to innovative mobile solutions. Document management is a big job, and its getting bigger. Even Xerox recognizes that they can t be the best at everything. Xerox relies on strategic partnerships with specialized experts to provide the world s most comprehensive array of workflow solutions. Docusign Partnership Docusign is The Global Standard for Digital Transaction Management TM. Weever Apps is a featured DocuSign partner. Our Dashboard integrates seamlessly with DocuSign TM allowing for esignature approvals to be managed through their trusted application process. 16

17 Integration Examples Get your data working as hard as you do. Weever Apps API makes it easy to integrate with the third-party software you are already using. You can also export CSV spreadsheets to integrate with Excel and desktop accounting software. Xerox DocuShare manages a wide range of paper and digital content and automates your business processes. DocuSign is the global standard for Digital Transaction Management. Salesforce.com is a Cloud computing subscription service best known for its CRM product. FreshBooks is a simple cloud-based accounting software service. Oracle develops computer hardware systems and enterprise software products and is best known for database management systems. Dropbox offers cloud storage, file synchronization, personal cloud, and client software. SAP is enterprise software use to manage business operations and customer relations. Quickbooks is a leading accounting software package. Microsoft Dynamics is a line of enterprise resource planning (ERP) and customer relationship management (CRM) software applications. 17

18 Our Solution Development Process Great mobile solutions demand a fundamental understanding of the business challenge(s) the app is intended to solve. The following is an overview of the steps involved in our process. A PHASED PROCESS STEP 1: Needs Assessment We work with our clients to understand the fundamental purpose of the solution. We ask questions about current processes and how it may be optimized. We identify who will be using the app, their goals and how the data is to be collected and used. STEP 2: Project Scope, Quote & Purchase Order We identify the final project scope and develop a budget for client approval. We recommend a phased approach for most projects. Project phases help to manage timelines and budgets. When the quote is approved, a Purchase Order is submitted and the project commences. STEP 3: Wireframes, Design and App Copy We ask and answer as many questions as possible about the nature of the solution before we begin development. Wireframes propose a map of how the information and user experience will flow. Mockups provide a sense of the look and feel. The copy deck addresses core terminology. STEP 4: Frontend and Backend Development The goal of development is to create the most robust, scalable, and efficient code possible, which will be reflected in a seamless user experience. We use our patented mobile development architecture to deliver great mobile solutions quickly and costefficiently across all mobile platforms. STEP 5: Quality Assurance We execute a fulsome internal Quality Assurance process. We purpose-test the solution, meaning we mimic the end-user environment and process as closely as possible. Finally, we provide our client with a method to pilot the solution with their team. STEP 6: Launch & Next Steps We post to the app stores and help our clients promote the app to their internal and external audiences, which includes walk-through videos, press, printed materials and social media. We also provide training on data, user and content management. Finally, we review phase 1 feedback and begin planning phase 2. 18

19 CASE STUDIES 19

20 Viessmann Weever Apps Better customer visibility can get you out of hot water. Viessmann is a world leading manufacturer of heating and renewable energy systems. The company leverages a network of installers to sell their products and services to building owners and managers. As a result, they are one step removed from the end-user relationship, which makes it difficult to understand how their products are being sold and other added-value service opportunities that could be offered. Viessmann approached Weever Apps looking for a way to have more control and visibility into the sales process. Solution: Viessmann VitoApp The Viessmann VitoApp provides installers with 24/7 customer service, access to product content and Viessmann Academy event registration and other helpful resources. Warranty Registration: Replacing an older fax-oriented process, installers now simply scan a product s barcode and enter customer information. All customer data is added to a map, providing Viessmann with instant visibility into new customer behavior. Weever Apps is a very valuable partner.they provided great insight and expertise to help guide us through every stage of the project. They were also probably the most responsive partner I have ever worked with. The final solution for our 1,200 installers across North America is wonderful and was built very cost-efficiently. Jamie Huether Marketing Manager Viessmann Canada 20

21 Genesis Security Weever Apps Better visibility builds staff accountability Genesis Security wanted better visibility into their over 800 staff members. Customers want better activity reporting that confirm their property checkpoints are being manned. Asset management, reporting and safety were also concerns. Solution: Genesis SafeGuard Live SafeGuard Live provides administrators with real-time GPS locations for all staff. Managers create checkpoints and add QR codes to zones. When staff scan the checkpoint, their GPS location is tracked along with the data and time. Other features include: Instant notifications allow managers to monitor all staff activity in real-time. Mobile forms add valuable data to customer reports. Asset management allows the company to keep better track of valuable resources, like walkietalkies and uniforms. An emergency section allows staff to record sound and call with 2 taps of a button. Genesis realized an immediate improvement in staff accountability and asset management. Clients are very happy with the enhanced reporting. 21

22 McMaster Family Health Weever Apps Increase program involvement through accessibility. Doctors are asked to assess intern skills for feedback, placement and continuing education purposes. To do this, doctors would have to find the paper form, fill it out and submit it to hospital administrators. The inefficient process was leading to errors, missed assignments and a general lack of program involvement. Solution: Intern Assessment App The MFH Intern Assessment App allows doctors to download the app onto virtually any touchscreen device and complete intern assessments with a few taps and selections. The app also provides doctors with explanations of Role Skills assessment criteria to ensure the information collected is accurate. The app has dramatically increased program involvement. 22

23 Xerox Weever Apps Corporate training enhanced through the spirit of friendly competition. As at many sales conferences, social aspects were interfering with the sales training process. Xerox was looking to maximize engagement and training information retention at their sales conference. Our solution helped them manage the learning experience and test content recognition through real-time pop quizzes. Solution: Conference Training App A pop quiz mobile solution made training content more accessible and engaging. Staff were notified that at the end of each session a pop quiz would be administered and the results were broadcast to all. The conference quiz app was easy to set up and use. More importantly, it helped to keep the audience engaged, which enhanced the learning experience and improved retention. Vince Raspa, Marketing Manager, Xerox Canada 23

24 The First Academy Weever Apps A more engaging on-campus experience. The First Academy App The First Academy App is the hub for student and on-campus engagement. Polls and Feedback to make school more accessible to students Access to learning tools like RenWeb Keep up with the school teams via ScoreStream Push notifications can be sent to app users at any time to advise them of safety concerns Calendars with filters to increase attendance at school events Access to social media and school videos 24

25 References Weever Apps Eva Bodrozic Executive Assistant, Student Affairs - McMaster University Weever Apps was engaged to create the McMaster University Safety and Security app. Weever professionals created a product that was a one-stop shop for our community with features that can be used on or off campus. Their expertise and guidance ensured that we were maximizing the functionality and appeal for the app. This was by far the most efficient and timely project I have worked on thanks to Weever Apps. Jamie Huether Marketing Manager Viessmann Canada Weever Apps is a very valuable partner. They provided great insight and expertise to help guide us through every stage of the project. They were also probably the most responsive partner I have ever worked with. The final solution for our 1,200 installers across North America is wonderful and was built very cost-efficiently. Mary De Sousa Executive Vice President, Marketing - FirstOntario Credit Union Weever Apps has been an invaluable partner to work with. We have worked with Weever Apps on multiple projects from a consultative and innovative perspective. They really understand their business, the market and the business potential in every project. We are very happy with the finished product and are excited to continue working with them. Charles Chang General Manager,Business Partner Alliance & Solutions, Marketing - Xerox Canada Xerox Canada is very excited about the recently signed agreement with Weever Apps. This new partnership will help us to deliver innovative and relevant mobile solutions to our customers, so they can conquer their document and workflow business challenges. 25

26 Get in Touch Weever Apps Take your Business to the Next Level. Get in touch with us to learn how you can dramatically enhance the performance and profitability of your company without fundementally changing how you do business. We work with our customers to understand their specific business challenges. We want to hear from you! weeverapps.com facebook.com/weeverapps twitter.com/weeverapps youtube.com/weeverapps linkedin.com/company/weever-apps-inc- 26