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Customer is a leading provider of laboratory scientific refrigeration repair in Southern California. They specialize in ensuring critical equipment operates at optimal temperatures. Serving hospitals, laboratories, and universities, their expertise is invaluable for storing sensitive materials. With skilled technicians and advanced tools, they offer comprehensive repair and maintenance services, ensuring reliable and accurate equipment performance.
The customer had been utilizing TeamDesk as their primary database and FastField Forms as their front-end application for field engineers. While this setup provided a basic framework, it fell short of meeting the engineers' comprehensive needs. The front-end application lacked essential features, leading to inefficiencies in day-to-day operations. When engineers were deployed to remote customer sites with limited internet connectivity, they were forced to capture equipment images manually and share them with the back office team for manual upload. This cumbersome process significantly hindered productivity and introduced delays. Furthermore, the creation of detailed service reports was a time-consuming task that required manual intervention. The existing solution lacked the flexibility to generate customized reports based on specific requirements, adding to the customer's operational burden. The back office team faced a considerable workload in manually processing and documenting the engineers' activities, resulting in a significant drain on resources.
After a comprehensive analysis of the customer's environment, VNB Apps and Integration team suggested Microsoft Power Apps for data entry, with Canvas and Model-Driven Apps as the front-end tools and Microsoft Dataverse for data storage. VNB's innovative solution harnessed the power of the Power Platform to address the customer's specific needs. To accommodate the requirement for offline data entry in remote locations, the team utilized the platform's out-of-the-box capabilities. A mobile app was developed to empower field engineers, enabling them to record maintenance activities, track the status of services, and capture essential information even in areas with limited or no internet connectivity. Key features of the app included in-app calling, photo/image capture, location tracking, and the ability to assign multiple engineers to the same task. For back-office operations, VNB created a model-driven Power Platform app. This app allowed the back-office team to efficiently manage preventive maintenance inspections (PMIs), assign tasks to employees, and input location, equipment, and service checklist details. To streamline reporting, we developed a Power Automate flow that automatically generated detailed PDF reports, providing a comprehensive overview of the services performed by each employee, the equipment involved, and the location.
VNB provided a high-level assessment of their ‘As-is’ process and recommended Future State & Strategy for …
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