The Challenge

Could we improve this company’s existing time consuming paper based process for handling their Driver Vehicle Check and Defect Reports?  Most logistics/truck drivers have to complete a Vehicle Defect Form for every journey before they set off, stating that their vehicle is safe and in good working order. If it isn’t, they simply can’t set off. Typically these paper based forms are completed and kept filed away in case needed for  inspection.

The Solution

Most drivers have access to a Smart phone, Android or Apple, or tablet. So we created an easy to use web form that is easily accessed and completed on the driver’s remote device. Details of their “Defect free vehicle” then get fired straight back to HQ at the start of each journey.

That form populates an online spreadsheet that is kept as their record in an easy to access format that is backed up and filed away for whenever it may be needed. It even sends a copy of the completed form to an email address as further evidence of form despatch. Should the vehicle actually be defective, a description and even a photo of the problem can be sent back to HQ via the form. That defect report can then trigger a variety of responses at HQ for a rapid resolution.

The post Smarter Vehicle Defect form saves Logistics Company time appeared first on SmarterBusinessProcesses.

An efficient way of ensuring  all documents associated with a project, plan or on-going activity are easily found by the whole team, is to coordinate the activity on a Smartsheet.

Add all relevant files to that sheet, share it with the team, then everyone literally is on the same page.

• Upload files or just link them to Dropbox, Google Drive or SharePoint.
• Add web links to researched articles.
• Transfer and hold large video files, too big to email.

HR Case Study: Smartsheet has transformed the human resource function of this therapeutic massage franchise.  From interviewing, hiring, new employee orientation and training – Smartsheet fits the prescription for collaborative success.

See TIPs for uploading documents

The post Are all your team on the same page? appeared first on SmarterBusinessProcesses.

The Challenge Could we create an easy to use system for Drivers handling vehicle breakdowns to quickly record details of:

• Client and vehicle records
• Issue, Resolution, time taken and parts used
• Maybe, a photocopy of documents, or photo of the scene, or  damage

The Solution We chose a Smartsheet Form that is accessed by iPhone, Android and tablets that asks the above questions. When the driver/repairer has filled out the form on his remote device, then pressed the send button, the data instantly appears on a Smartsheet/Spreadsheet in front of the controller back at HQ. From that Smartsheet/ spreadsheet  the controller can then manage the client account with up to date info and share a “To Do” with accounts for invoicing. The Benefits Instantly available detail, as soon as the breakdown is concluded safely fired back to HQ, saving the driver paperwork time, and minimising the risk of lost or incomplete data.  The controller has instantly available information, saving him time to focus on the clients and the next job, knowing the records are in place.  Job Done! What did the client say afterwards? This app has made the problem of logging breakdowns and outstanding repairs a thing of the past. Great, recommend it to anyone with mobile workers. Cheers,  Brian O’Loughlin – O’Loughlin Commercials Ltd

The post Breakdown & Recovery APP gets Transport firm moving appeared first on SmarterBusinessProcesses.