SMG Construction supply high quality, custom built homes and renovations to luxury residencies in the Bahamas.

The Challenge

SMG store a wide range of construction and manufacturing items and materials on site, both for general use and allocation to client projects. With stock frequently coming in and out, stock levels need to be tracked and monitored in real time by employees.

SMG needed to manage their inventory list with a system that could book products in and out, and provide management with a concise, accurate view of stock levels.

In particular, they needed a way to track how many items were in general stock and how many were assigned to each project.

Our Solution

SBP used AppSheet’s QR Code function to set up an Inventory Management app.

Our unique customised solution monitors the client’s stock to suit their exact requirements. Employees can now allocate items into a customer stock area to give a clear sense of what belongs to who.

By simply scanning the QR code, an employee can keep track of existing stock levels and allocate stock to client jobs.

As our system is built in AppSheet, it can also link to Smartsheet to provide data storage. AppSheet records the movement of stock in and out at the front end, while Smartsheet stores that information at the back end.

This means it can update stock once it’s been booked out, and automatically send that data to a report, giving senior management a real time overview of the stock situation any time they need it.

The client has also taken advantage of Smartsheet’s own reporting tools, using the data for their own Reports and Dashboards.

Testimonial

Through your help we were able to expand our use cases across various departments which has had a positive impact right across the business. We are now currently building a time clocking system with this highly versatile system.   

Brendan Ginns – Operations and Systems Manager – SMG Construction

The post QR Code Technology Helps SMG Take Stock of the Situation appeared first on SmarterBusinessProcesses.

Hyatt Hotels Streamline their PMO with Smartsheet and Smarter Launchpad

The Challenge

As of September 30, 2023, the Hyatt Hotels Corporation portfolio included more than 1,300 hotels and all-inclusive properties in 76 countries across six continents. There is a growing need to streamline their PMO ensuring visibility of governance vitals across the organisation.

The Company’s offering includes brands in the Timeless Collection, including Park Hyatt®, Grand Hyatt®, Hyatt Regency®, Hyatt®, Hyatt Vacation Club®, Hyatt Place®, Hyatt House®, Hyatt Studios, and UrCove; the Boundless Collection, including Miraval®, Alila®, Andaz®, Thompson Hotels®, Dream® Hotels, Hyatt Centric®, and Caption by Hyatt®; the Independent Collection, including The Unbound Collection by Hyatt®, Destination by Hyatt®, and JdV by Hyatt®; and the Inclusive Collection, including Impression by Secrets, Hyatt Ziva®, Hyatt Zilara®, Zoëtry® Wellness & Spa Resorts, Secrets® Resorts & Spas, Breathless Resorts & Spas®, Dreams® Resorts & Spas, Hyatt Vivid Hotels & Resorts, Alua Hotels & Resorts®, and Sunscape® Resorts & Spas. Subsidiaries of the Company operate the World of Hyatt® loyalty program, ALG Vacations®, Mr & Mrs Smith, Unlimited Vacation Club®, Amstar DMC destination management services, and Trisept Solutions® technology services.

How to manage IT projects and streamline a PMO across the Hyatt Universe

As the company grows the challenge of managing fundamental processes consistently across all sites grows too.  Hyatt wanted to formalise a complex project management process and build an IT solution which would automate the launching of the required assets and enable more integrated, cross-functional collaboration between 10 key business units, but leave the business units accountable for their projects too. 

The projects range from business-critical work against strategic objectives to repeatable jobs delivered by a department.  The level of governance of the projects was also important to build into the solution, streamline the project management process with high impact strategic projects being visible to members of the board and lower-level projects reporting progress but not in as detailed a way. 

The Vision

Angela Steele, AVP Technology Strategy & Project Management, had the vision and knew that Smartsheet could be the tool to use, but needed assistance in designing and building this PMO solution.

The Solution

SBP spent time with Hyatt, mapping out the vision into a Project Management Process Model.  From this model SBP designed and built out Angela’s vision using Smartsheet as the core product and using their own app Smarter Launch Pad to facilitate the creation of the project assets dependent on the governance level required.

Dashboards were used effectively to guide business units to the high governance projects requiring their involvement and to provide a way to create lower-level projects to track progress there also using Smarter Launch Pad.  Business Units can request cross functional project work, and they are also able to promote their lower-level projects into the higher governance projects if required.

The Complexity

High tier project template sets include Project Charter, Gantt Plans, Raid Logs, Executive Summary updates, List of useful resources and all dashboarding and reporting to surface progress across all. Lower tier project templates are just a Key Milestones sheet (in Gantt Format).

Each business unit has customised High Tier and Low Tier templates meaning that Smarter Launch Pad is assimilating 11 intake sheets and selecting from a set of 22 templates.

TESTIMONIAL

“SBP has been integral in helping Hyatt develop a solution that can meet the needs of our increasingly complex and rapidly growing organization.  This solution will enable Hyatt’s ability to scale through automation, while also allowing for flexibility using different templates to support a wide range of projects across the organization. 

SBP helped us design, develop, and deliver the solution in under 3 months, and we have already identified several more opportunities to continue our partnership with SBP. “

Angela Steele, AVP Technology Strategy & Chief of Staff to the CIO, for the Hyatt Hotels Corporation

CONTACT US

If you are interested in learning more about how Smarter Business Processes can help you with your organisation and you feel the Hyatt Hotels Corporation case study could be a useful example please get in touch.

Contact us to arrange a free one hour consultation. CONTACT US

The post Hyatt Hotels Corporation – Streamline their PMO appeared first on SmarterBusinessProcesses.

Roadnight Taylor have moved to a 4-day work week, thanks in part to significant time savings and administrative efficiencies created through a Dynamics CRM and Smartsheet integration project combined with Smarter Launch Pad.

Roadnight Taylor linking MS Dynamics to Smartsheet for Optimal Workflows

The Challenge

As this independent specialist grid consultancy grows, with new staff and services offered regarding the electricity networks, the challenge increases to manage processes efficiently across all functions.  

We identified one significant process for improvement:

1. New opportunity data was entered into MS Dynamics, their CRM.
2. On winning an opportunity, the correct Smartsheet template was identified manually from the pool of circa 15 templates (templates drove specific task lists tailored to the planned service).
3. The Smartsheet template was then saved as new, so creating a task list sheet for each ‘won’ opportunity.
4. Seven Smartsheet summary fields were then manually entered into the summary pane to enable the assigned engineer and other employees to find related data (thus duplicating data entry efforts as the data was already in the CRM).
5. Finally, the new sheet was moved to a client folder.

Although this process worked, it required a licensed Smartsheet user to complete the process. Human errors occurred e.g. selecting the wrong template sheet; editing templates (instead of saving as new); entering incorrect data into summary pane fields.

The Goal

Roadnight Taylor wanted to automate the creation of the service driven Smartsheet task lists, while flagging an opportunity win in one system and populating the appropriate data quickly in Smartsheet. This would allow a quick, methodical approach to action ‘won’ tasks, while enabling full visibility for management.

The Solution for Roadnight Taylor is Smarter Launch Pad and a Dynamics Integration

Smarter Business Processes, working with Roadnight Taylor and their MS Dynamics consultants, created a solution using Smarter Launch Pad and the API from both systems:

1. ‘Opportunity Won’ flag triggers the CRM to send key information through to a Smartsheet intake sheet.
2. This in turn triggers Smarter Business Processes’premium app Smarter Launch Pad to select the correct template and merge the data from MS Dynamics into a new task list sheet.
3. An automatic alert tells the administrator that the sheet is ready for use.

The Results

The new administrative process is much more efficient and has been fundamental  in enabling the team to reduce their work schedule to a 4-day working week.

Roadnight Taylor now receive ready to use service driven tasks lists in Smartsheet within minutes of adding data to CRM. It saves many working hours in the week, previously spent on administration. Hours of administrative time have been liberated because routine tasks are now fully automated:

• Tasks are now automatically linked to unique CRM tracked opportunities.

– Time saved – Duplicating data across two systems is no longer necessary.

• Thanks to automation no manual intervention is required.

– Time saved – Team no longer perform admin tasks in Smartsheet, nor are they waiting for a licensed user to create sheets. Instead, Smarter Launch Pad automatically deploys, populates and links  templates.

• Data integrity is assured – The pool of Smartsheet templates are safe from inadvertent edits by humans.

TESTIMONIAL

“We knew that Smartsheet had incredible potential, but we realised we were only using it in a very rudimentary way. It had become something of an admin monster. We needed genuine experts to help us identify how the functionality could be applied to our business in a practical way, in order to create a really robust but agile operations function.

Our collaboration with Debbie and the technical team at Smarter Business Processes was a game-changer, enabling us to streamline processes, improve efficiencies, reduce margin for error and increase productivity. In turn, this has been fundamental in Roadnight Taylor taking the decision to move to a four-day work week. And through our ongoing relationship with Smarter Business Processes, we are still finding new and innovative ways to develop and grow the business, as well as ensuring that we maintain the high standards of very personal service that our clients have come to expect.”

Lucy Taylor, Operations Director for Roadnight Taylor.

CONTACT US

If you are interested in learning more about how Smarter Business Processes can help you with your organisation and you feel the Roadnight Taylor case study could be a useful example please get in touch.

Contact us to arrange a free one hour consultation. CONTACT US

The post Roadnight Taylor – Optimal Workflow appeared first on SmarterBusinessProcesses.

The Challenge

The engineers at European Electronique predominantly work on site, providing engineering tech support to schools and colleges. With different engineers working on different sites, visibility of availability was poor and project planning was a challenge. The team needed a central hub to improve communication and track resources across the team.  After Initial licence purchase, the client found they needed a little assistance in configuring both areas to provide a well structured PMO solution that integrated with the Resource Management module.

Our Solution

We worked collaboratively with the client to help build and set up a Project Management Solution in Smartsheet.  We then helped configure a Resource Management module to integrate with the PMO. 

Once this was up and running we then provided training across the team on how to use it. 

The Benefits 

• Increased visibility across multiple projects
• Single source of data shared among the team 
• Reduction in duplication of work
• Effective resource management 
• Streamlined the management of the projects

Testimonial

“From the start the support I have received from Debbie and the team has been great. It can be quite demanding sometimes when you have users that want to run before they can walk and I am no exception. Idea generation and training have been provided throughout and also with a friendly smile, it is always nice to be valued, and the team certainly made me feel that way – thank you.”

Richard Howes- Head of Project Management Office- European Electronique

The post European Electronique Takes PMO Solution To The Next Level appeared first on SmarterBusinessProcesses.

The Challenge

As a private finance company, compliance requirements at Cidel are very stringent. Risk and compliance measures are closely tracked and reviewed annually. 

In order to manage these efficiently, individual employees are assigned ownership of particular risks. It is their responsibility to track these, to make sure each risk has been reviewed and rated and complies to the relevant regulations.  

The challenge was to manage how these risks are assigned, and make sure each employee has access to the relevant regulations pertaining to that risk. With hundreds of risks and regulations to keep track of, Cidel needed a transparent, robust system to ensure the correct risk is assigned to the correct employee with all the relevant information available to them. 

In addition to this, each risk owner needed to be able to delegate their assigned risk. The system needed to let them grant risk assessment permissions to other employees when required.

Our solution 

We created a bespoke system from the ground up. We adapted out Smarter Dashboard Solution to create a website that enables any Cidel user to log in via Smartsheet and view any risks assigned to them. They can then examine all the information that’s relevant to that risk, assign the level of risk, and even specify what controls are in place to mitigate against it. 

The product has the capability to handle hundreds of employee logins, either as the risk owner or if the risk has been delegated to them. As a cloud based system it has the advantage of allowing the team access whenever they need it, and the efficiency of information updating in real time. 

We worked closely with the client and adapted the solution to fit their requirements as part of an ongoing development process.

The Benefits

• A coherent, flexible system that tailors the relevant information to each individual log in.
• Intuitive and accessible. Minimal training required to use.
• Unique. This one of a kind solution is designed to fit the client’s specific requirements.
• Comprehensive. The system stores and tracks hundred of risks, making each one instantly available when needed.

The post Cidel Bank Takes No Risks with Our Bespoke Smartsheet Solution appeared first on SmarterBusinessProcesses.

The Challenge

Working in partnership with a key pharma client to deliver an App solution for a weekly check to all LEV assets in order to increase visibility and compliance of over 1200 assets, in real

time. The client required increased checks with accessible, auditable data to allow them to understand their asset base more comprehensively going forward. Their current format, held within their CMMS system, has limited reporting functionality and does not allow any analysis of key data such as failure by fault type or by manufacturer or highest use by location.

The Smartsheet Solution

After analysing the current data collection and understanding the additional data points required in building the weekly schedule, a Smartsheet and AppSheet solution was created to collect and hold inspection data for all LEV checks across all sites. AppSheet forms are used to update the LEV asset data with the inspection results, which then feeds to a set of Smarter Dashboards driven by data held in Smartsheet.

The dashboards give drill down capability to individual sites, allowing targeted analysis on risk data, inspection progress and failure statistics on assets.

The post Smartsheet Solution for LEV Checklist Dashboard appeared first on SmarterBusinessProcesses.

The Challenge

The team at SIP Build UK have been using a purpose built tool for their pre sale process, which is effective and efficient for their needs. However, they were experiencing problems once the orders came through to the Design and Manufacturing departments. 

The orders were being tracked and maintained in silos with multiple MS Excel sheets, which were being manually updated across the departments. The need to duplicate data was time consuming, and date changes in one department weren’t showing the cascading effect they have across other areas of the business. Ultimately there was a lack of visibility across the organisation on the status of all the jobs.  

SBP were asked to provide a project tracking solution where;

1. Visibility of all projects was possible across the relevant teams.
2. The impact of date changes showed immediately.
3. Dates were planned from the Estimated Project Date but then superseded by the actual dates of tasks.

The Solution

SBP created a project tracking solution with an intake sheet and multiple job sheets. The way the jobs needed to plan and report dates meant that inbuilt dependencies were unable to be used, therefore with extensive formulae the cascading required for date data flow was created.  Separate manufacturing sheets monitoring build elements were linked through to the job sheets too.  This was delivered with a detailed portfolio dashboard, tailored specifically for their requirements.  

SBP also streamlined the intake → job sheet creation process using an API program.

Testimonial

Smartsheet has revolutionised our operational processes.  We have up to date information and notifications that tell the relevant team when action is required.  The information is at your finger tips and the time taken waiting for individuals to respond has reduced dramatically.  The development work was both responsive and knowledgeable – so much so we have already been back for another system to add in!!! Thank you SBP for helping us achieve vision and transparency.

Chris Duckworth – Managing Director – SIP Build UK

The post Smartsheet Project Tracking Solution helps streamline SIP Build appeared first on SmarterBusinessProcesses.

EMCOR UK is the country’s leading authority in high-performance, sustainable integrated facilities and workplace management delivering service and innovation to their clients.

Operating with a track record of success in some of the most complex and regulated workplaces in the UK – delivering services to industry sectors including life sciences, defence, nuclear, hi-tech manufacturing and central government.

The IT Challenge

Working in partnership with a key client to deliver a Red2Green GAP Programme, the EMCOR team were using MS Excel to monitor risks across 6 customer sites. Whilst the Excel file had multiple tabs and held the required data, it was difficult to update and share, the formulae would often break and identifying project progress was not easy. Resourcing and monitoring time spent against each risk was cumbersome to manage, meaning some aspects were not monitored effectively. The customer was asking for more data analysis which was proving unsustainable to deliver in the current format.

The Smartsheet Solution

SBP analysed the MS Excel solution and designed a Smartsheet workspace which holds a single Activity Log for all sites. The activity log is organised and pre-populated with formulae meaning that the client need only adjust % Complete and Assignee data and add new risks as they are identified.

A time management area was added to the sheet to track main Assignee time and also extra support hours required per risk.

The whole solution is now monitored via a self-maintaining dashboard with all sites risk data being shown with drill down capability to individual sites, delivering all the data analysis that the customer was requesting.

The Benefits

• Single point of data – which can be shared by all parties
• Confidence that the data is complete and up to date real time
• Portfolio metric data available on progress of Risk Management as well as trend data over time and future workload
• Time management data available on the resourcing for the team
• Programme Leader has gained at least 1 day a week back from administration work to use against managing risks

The Initiative Numbers/ Stats

• 30 hrs consultants time to analyse and complete the solution – £3000
• Increased productivity by 25% a week in administrative activity
• 416 hours repurposed at a cost of £13,000 per annum

Download Document PDF:

The post Smartsheet Solution for Red2Green GAP Programme appeared first on SmarterBusinessProcesses.

 The Challenge

As part of their recruitment process, the HR team at Sony have to manage and administer extensive lists of questions. These range from standard procedural questions to technical, more role-specific ones. These “question lists” are tailored for each role. 

When Sony approached us, they were already using Smartsheet to select and input their lists of questions, but were having to then put together each questionnaire manually, as there was no way to usefully format the list of questions automatically. Copying and pasting dozens of individual questions by hand was time consuming and prone to errors. They were looking for a way to automate this part of the process and transfer the list of questions to the relevant manager.

The Solution

We provided a two part solution. We created a link to a webform that the interviewers can access live, quickly and efficiently during each interview. This form gives the interviewers access to all the questions they need in one simple click. Using this form, the interviewers can submit their evaluation of each answer from the interviewee and provide an overall recommendation with comments. These responses are then sent directly back into the right place in Smartsheet. 

At the same time as the link to the webform is created, a PDF of all the interview questions is emailed to the Hiring Manager and attached to the relevant row in Smartsheet. This gives the interview team the option of printing out a PDF if they prefer not to have a screen in front of them during the interview process. 

Testimonial 

Smartsheet has been instrumental in streamlining processes, manage projects and programs successfully online and from an operational standpoint has allowed us getting requests out of email to collaborate more effectively and in turn increase overall productivity.

When we first approached Smarter Business Processes to share the pain points we were facing with the interview evaluation process and the desired solution that we were looking for, Dr. James Harris quickly understood our requirements. He then developed a solution for us that was beyond our expectations. Because of his brilliant work and product, we can now effectively streamline and automate a very human process that was very manual before, which will improve the team’s productivity and allow them to focus more on tasks that truly matter to us –  internal and external customer satisfaction in the electronics and entertainment business.

Alexandra Waltz – HR PMO & Talent Insights – Sony Corporation

The post Smartsheet Helps the Sony HR Team Turn up the Volume appeared first on SmarterBusinessProcesses.

The Challenge

NHS Ayrshire and Arran were in need of a Dual Appointment Vaccine Booking System for rapid deployment. As SBP had already built this Smartsheet solution for NHS Tayside, which was already being used in COVID-19 Vaccination clinics, it made sense to have them adapt the system to their needs.

The Solution

The appointments booking system offers real-time appointment availability and is able to manage two bookings at a time, the second being a customisable range of days after the first appointment. The system interrogates Smartsheet-held data and returns remaining available appointments in real time; something that couldn’t previously be achieved without our web interface tool.

Testimonial

We are delighted with our Vaccine Appointments Booking System which is proving invaluable in these challenging times and is the envy of many other NHS Trusts.

Everything is going fine and it is extremely beneficial to the staff both booking and administering the system.

Working with Smarter Business Processes, we couldn’t want for more. Nothing is a problem and everything is done with speed, professionalism and a high degree of accuracy.

It’s great to work with a team of professionals who understand the challenges we all currently face.

Andy Grayer – Assistant Director Digital Services – NHS Ayrshire and Arran

The post Vaccine Booking System is a boost for NHS Ayrshire & Arran appeared first on SmarterBusinessProcesses.

The  Challenge

As a committed user of Smartsheet, Hansen Signs were looking to get the maximum benefit from their investment in Smartsheet Control Center add-on, and add even more automation and efficiency to processing their client orders at a time of very high demand.  With no connectivity between their ERP system and Smartsheet, they found their processes were slowed by the necessity to manually transfer data between the two systems.  They asked Smarter Business Processes to help improve the workflow and to provide API connectivity to their ERP system.

The Solution

SBP have been able to connect the Smartsheet Control Center Intake Sheet directly to the ERP order information, so that data flows from the order into Smartsheet.  We have then developed the Control Center solution to aid the auto-provisioning of data, created more API programs to automatically find relevant task information from within the ERP system and have that data incorporated into the appropriate Project sheets, once they had been provisioned through Control Center.  During this work we were also able to update the Project Template with additional functions to add dependencies, flag tasks as complete, trigger workflows which all helps the Project Managers assess the orders and deliver their products and services.

The Benefits

The enhancements that Smarter Business Processes have delivered for Hansen Signs has

• removed the manual movement of data, which eradicates the potential errors this could invoke
• improved the speed of data flowing through the systems, as instead of orders being processed at the start and end of each day, the orders can flow through as and when they are entered into the ERP. This means the Project managers no longer need to wait until the next day to have the project data updated and keeps everything “top of mind”.
• removed the bottlenecks that manual Control Center provisioning was causing, which has saved a lot of valuable time
• improved the data content of the final Project sheet, which has saved a lot of time and also made the solution easier to work with

The enhancements have made a time saving of at least 2 hours a day, and has resulted in the high level of client satisfaction that we would normally associate with a Smartsheet Control Center Solution. Nick has said, these changes have made him very Happy Indeed.

I am very happy with the process of developing this solution in working with SBP. They were prompt to respond to our needs, creative and effective in their solution, and very fair throughout the process. Together we have effectively delivered a sustainable solution that will save my staff valuable time, saving us not only in data entry but also in providing current information that helps keep projects moving efficiently through our company. This has increased buy-in of the software with my PMs and increased adoption as the solution is much more efficient and is adding value in streamlining the communication of data.

Nick Hansen – Hansen Signs

The post Smartsheet Control Center and ERP Integration improves efficiencies for Hansen Signs appeared first on SmarterBusinessProcesses.

The Challenge

IPAF have auditors all around the world who monitor the compliance of powered access equipment training centres. They carry out different types of audit in several different languages, often in locations with no internet access. IPAF wanted an input tool that guided the auditors through each type of audit and allowed them to upload the completed audit to a centralised system, culminating in an audit report that can be emailed to the customer. They also wanted to be able to report in detail upon the data both from the completed audits and from their own system.

The Solution

SBP’s system architects developed an application in AppSheet that allows the auditors to input their audit data whilst on site using a smartphone, tablet or laptop in their language of choice. Upon completion of the audit entry (and when internet access is available), the data is uploaded automatically to a centralised SQL database. 

SBP also created a Microsoft Access interface for use by IPAF HQ, including a wide variety of SQL queries to report upon and amend the database data in the wide variety of ways that IPAF require.

Overnight (or on demand), all the day’s audits from around the world are incorporated automatically into IPAF’s large existing data set, and each audit report is generated in PDF form and emailed automatically to the auditor for review. At the same time, a set of Excel reports are generated, for use by IPAF HQ.

The Benefits

• Automation of a varied and previously cumbersome and very manual auditing process.
• Bringing together employees from around the world and unifying procedures
• Allowing a wide range of automated reporting of data

Testimonial 

I am delighted with the solutions  SBP have delivered.  The team listened to our needs and built a bespoke user friendly auditors Appsheet solution which automates a previously manual process.  They also created a detailed Microsoft Access interface which gives us the visibility and reporting we needed. SBP were able to understand our business needs and use their strong AppSheet  and Integration experience and expertise to develop specific and efficient solutions. Stephanie Nolan-Byrne – Audit and Quality Control Manager – IPAF

The post AppSheet Solution takes IPAF to new heights appeared first on SmarterBusinessProcesses.

The implementation process was fantastic.  Smarter Business Processes really covered off on everything I needed and gave me some good pointers on how to get extra value.

I have worked with Smartsheet extensively with the DropDowns contained within the sheet itself.  Never again.  SBP’s Smarter Dropdown solution is so powerful for ensuring consistency of data, processes and reporting across Smartsheets, Projects, People, Divisions that it will simply become part of my Smartsheet license fee forever.

One of my main stoppers for company wide integration has been back ups.  Keeping the data is fine however losing formulae, conditional formats, automations and workflow would be heart breaking.  Not to mention costly and unnecessary downtime with rebuilding.  

Automating the back up  process with Smarter Backups gives me total peace of mind.  Worse case scenario, 2 minutes to fully restore total functionality vs days and costly downtime.

Worth every cent.  Just do it.

James Hall – Niles Industrial Coatings

The post Smarter Dropdown Lists and Smarter Backups give Niles Industrial Coatings total peace of mind appeared first on SmarterBusinessProcesses.

They also had an urgent requirement for a Skin Health Surveillance solution  to monitor skin health among employees who will be in physical contact with patients.  

The Solution

Smarter Business Processes built a Face Fit Test Register and Skin Health Surveillance solution using Smartsheet in very short order.

The Benefits

The resultant reports and  dashboards provide graphical (ie Pie Chart) real time visibility whilst maintaining compliance with the H&S regulations.

Both solutions were essential for monitoring a large number of staff over 44 hospitals and medical centers across the Tayside area.

Testimonial

“We are delighted with SBP’s  Face Fit Test Register and Skin Health Surveillance solution which was delivered in very short order and which now provides us with the register management Process, top level Statistics and Visibility via reports and dashboards that we needed to progress this important work at this challenging time.

Thanks to David and the Smarter Business Processes Team for a well designed workflow solution and appropriate visibility at all levels ”.

The Smartsheet Tracking system is being made available to other NHS or healthcare organisations and we at Smarter Business Processes are happy to provide this as a template set free of charge and provide up to 2 hours remote consulting to show users how to populate these sheets with their own date – please Contact Us to action

The post Face Fit Test Register provides vital real-time visibility for NHS Tayside during COVID-19 crisis appeared first on SmarterBusinessProcesses.

The Challenge

Migrating the complex manual ballscrew repair process to a digital system required a solution that was easy to use and yet able to accommodate the hundreds of items of information that may be required for any one repair.  Of particular importance was the storage of the many photos taken throughout the repair process.

The Solution

The conditional logic possible within AppSheet allowed SBP’s technical consultants to migrate PGM Reball’s finely-honed repair workflow into a portable digital solution that allowed the team to easily store and retrieve every piece of information they needed for each repair. 

The Benefits

By uploading photos directly into the app, integrating AppSheet with the team’s backend spreadsheet, and with the use of automated AppSheet workflows, SBP have significanctly  increased the efficiency of PGM Reball’s ballscrew repair process.

Testimonial 

PGM Reball had identified AppSheet as a perfect solution to digitise our ballscrew repair process.  We were familiar with managing the process using MS Excel which meant that AppSheet provided the perfect platform combining the familiarisation of Excel with the simple user interface of AppSheet. 

Although we had a basic understanding of creating Apps using AppSheet in-house, we needed the experience and expertise of Smarter Business Processes to help us transform the complexity of our ballscrew repair process into a user friendly App. 

SBP’s approach was very systematic and inclusive and they provided advice and support over and above the project brief. The result was a successful project with potential to extend to our ballscrew manufacturing.  I highly recommend  Smarter Business Processes for their professionalism and AppSheet expertise.   Ann Ford – Director Sales & Marketing – PGM Reball

The post PGM Reball digitises ballscrew repair process with AppSheet appeared first on SmarterBusinessProcesses.