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Alcon's Vision for Streamlined Field Services with ServiceMax & TrueContext
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Why TrueContext
Field Service App Platform
Adapt, automate, and transform your field operation
Advanced Automation
Double the productivity, half the effort
Connected Data
Break down data silos across your business
Compliance & Security
A platform that meets your IT requirements
Capabilities
Workflow Creation
Built for complex field environments
Mobile App
Equip your teams anywhere and in any language
Reporting & Analytics
Visibility now, predictability for tomorrow
Integrations
ServiceNow
Salesforce
ServiceMax
Microsoft
API Integrations
More…
west
Use Cases
Installation
More assets in less time with guided workflows
Maintenance & Repair
Improve asset uptime with predictive maintenance
Inspections & Compliance
Optimize your operational excellence
Environment, Health & Safety
Protect workers, the public, and the environment
Industries
Industrial Equipment
Power asset performance and human safety
Medical Equipment
Precision for sophisticated instrumentation
Oil & Gas
Operational excellence across the energy stream
Field Service
Break new ground in productivity, quality, and safety
west
Explore
Customer Stories
TrueContext applied in enterprise environments
Professional Services
Digitization at speed and at scale
Events
Explore emerging trends with us at upcoming events
Blog
Stories and insights from the field
Learn
Knowledge Base
Answers to the most common product questions
Product Documentation
TrueContext features, usage, and technical details
TrueContext University
Hands-on training to optimize your deployment
Resource Library
Content for your industry and application
Connect
Community
Collaborate with industry peers
Contact Support
Having trouble? Ask our product support team
Talk to Sales
See how TrueContext can help your business
Customer Story
Alcon’s Vision for Streamlined Field Services with ServiceMax & TrueContext
picture_as_pdf
Download thiscase study
Results
Over 1,500 hours per year saved through improved tracking processes
Reduced 70% of required Surgery Codes fields
11,000 hours saved per year by implementing a streamlined FSE process to close work orders
~50 hours in admin work saved per month within the first six months of deployment
Founded in 1945, Alcon develops and manufactures innovative medicines and devices to serve the full lifecycle of eye care needs. Alcon’s Surgical and Vision Care products touch the lives of more than 260 million people in over 140 countries each year living with conditions like cataracts, glaucoma, retinal disease, and refractive errors.
As the services team at Alcon looked to transform their service business into a profit center, they sought out a single, asset-centric field service management platform that would allow them to meet compliance regulations, standardize and automate manual processes, and equip engineers with the tools needed to deliver the highest level of service possible.
Implementing The Foundation for Becoming a Profit Center
Alcon’s biggest strategic priority has been to transform the service business from a cost center into a true profit center. To do this, they needed to centralize and standardize processes; develop operational rigor; improve service margins by not giving service away for free; implement remote diagnostics; align sales, marketing, and product development; and position service as a lever to drive sales.
“The biggest savings for our field engineers, in addition to not having to enter the data again because it’s all pulled from ServiceMax, is that all of the test tools required for the service test procedure are now automated. These test tools are automatically pulled up when the field engineer starts to fill out the test procedure. This alone is powering a 15-minute per-case savings for the engineer.”
KEITH OLODORT, GLOBAL SYSTEMS DEPLOYMENT LEAD, ALCON
In selecting a field service management platform, Alcon wanted one that was built on Salesforce.com and could provide the flexibility needed to address and support Alcon’s dynamic business and provide a 360-degree view for all business functions. After selecting ServiceMax as the best solution to meet their goals, Alcon rolled out the platform to over 600 field service engineers and 100 technical support agents in over 100 countries.
“Our initial implementation in 2014 focused on US, UK, and Canada. We have since rolled out to the greater EMEA, Asia and Latin American markets, completing a global roll out to all regions in 2021, allowing us to standardize processes across the teams,” said Keith Olodort, Global Systems Deployment Lead at Alcon.
When implementing ServiceMax, Alcon wanted to drive great technology adoption, business and financial improvements, and to see their field team’s experience improve. Adoption was a key metric, and the team kept an eye on how many people were using the ServiceMax platform. The system also introduced visibility into error rates, which allowed them to easily measure the financial impact of ServiceMax. As the field onboarded the platform, error rates that had previously negatively impacted revenue started going down.
To gain the field’s perspective, the team made sure to bring the technicians into their change management efforts. “We made sure to share information early and often and gather valuable field feedback. We shared our implementation plan including which features, in which order, and worked to turn the field into advocates so they could sell the solution to their peers. This was an important part of the change management process,” noted Olodort.
Adding Advanced Forms Powered by TrueContext to Automate Out Complexity
Prior to implementing TrueContext, Alcon used smart PDFs that required engineers visit a SharePoint site and select the appropriate service test procedure PDF for the equipment they were working with. Sometimes there were multiple versions and that created the possibility to pull the wrong PDF version and attach it to a case. With Advanced Forms powered by TrueContext, Alcon can now consistently deploy the correct version for technicians to use.
“The integration that we have with TrueContext and ServiceMax makes it really easy to go through audits with our internal and external auditors because all the data is right there in ServiceMax. ServiceMax and TrueContext are incredible at dealing with very complex, sophisticated, highly-regulated work and both solutions have been crucial to our success.”
KEITH OLODORT, GLOBAL SYSTEMS DEPLOYMENT LEAD, ALCON
For the engineers, the time savings are a welcome change. “The biggest savings for our field engineers, in addition to not having to enter the data again because it’s all pulled from ServiceMax, is that all of the test tools required for the service test procedure are now automated. These test tools are automatically pulled up when the field engineer starts to fill out the test procedure. This alone is powering a 15-minute per-case savings for the engineer,” noted Olodort.
Advanced Forms have also removed timely manual processes around digital signatures and connecting forms to a case. “The integration that we have with TrueContext and ServiceMax makes it really easy to go through audits with our internal and external auditors because all the data is right there in ServiceMax. ServiceMax and TrueContext are incredible at dealing with very complex, sophisticated, highly-regulated work and both solutions have been crucial to our success,” said Olodort.
Hundreds of Hours Saved with ServiceMax Propels Alcon Forward
Today, Alcon has over 2,000 employees using ServiceMax to deliver superior service. They complete an average of 7,500 work orders every month. The Alcon team is now able to automate the entire work order process for field engineers so that they can go and execute effortlessly. This transformation has resulted in huge time savings equating to 900 hours per year through improvements to Alcon ServiceMax, over 1,500 hours per year through improved tracking processes, and 1 minute per case through reducing the number of required Surgery Codes fields. Looking to the future, Alcon is planning to leverage AI and IoT, shift further into proactive and predictive service, and prepare field engineers to use these new technologies.
picture_as_pdf
Download thiscase study
Results
Over 1,500 hours per year saved through improved tracking processes
Reduced 70% of required Surgery Codes fields
11,000 hours saved per year by implementing a streamlined FSE process to close work orders
~50 hours in admin work saved per month within the first six months of deployment
Founded in 1945, Alcon develops and manufactures innovative medicines and devices to serve the full lifecycle of eye care needs. Alcon’s Surgical and Vision Care products touch the lives of more than 260 million people in over 140 countries each year living with conditions like cataracts, glaucoma, retinal disease, and refractive errors.
As the services team at Alcon looked to transform their service business into a profit center, they sought out a single, asset-centric field service management platform that would allow them to meet compliance regulations, standardize and automate manual processes, and equip engineers with the tools needed to deliver the highest level of service possible.
Implementing The Foundation for Becoming a Profit Center
Alcon’s biggest strategic priority has been to transform the service business from a cost center into a true profit center. To do this, they needed to centralize and standardize processes; develop operational rigor; improve service margins by not giving service away for free; implement remote diagnostics; align sales, marketing, and product development; and position service as a lever to drive sales.
“The biggest savings for our field engineers, in addition to not having to enter the data again because it’s all pulled from ServiceMax, is that all of the test tools required for the service test procedure are now automated. These test tools are automatically pulled up when the field engineer starts to fill out the test procedure. This alone is powering a 15-minute per-case savings for the engineer.”
KEITH OLODORT, GLOBAL SYSTEMS DEPLOYMENT LEAD, ALCON
In selecting a field service management platform, Alcon wanted one that was built on Salesforce.com and could provide the flexibility needed to address and support Alcon’s dynamic business and provide a 360-degree view for all business functions. After selecting ServiceMax as the best solution to meet their goals, Alcon rolled out the platform to over 600 field service engineers and 100 technical support agents in over 100 countries.
“Our initial implementation in 2014 focused on US, UK, and Canada. We have since rolled out to the greater EMEA, Asia and Latin American markets, completing a global roll out to all regions in 2021, allowing us to standardize processes across the teams,” said Keith Olodort, Global Systems Deployment Lead at Alcon.
When implementing ServiceMax, Alcon wanted to drive great technology adoption, business and financial improvements, and to see their field team’s experience improve. Adoption was a key metric, and the team kept an eye on how many people were using the ServiceMax platform. The system also introduced visibility into error rates, which allowed them to easily measure the financial impact of ServiceMax. As the field onboarded the platform, error rates that had previously negatively impacted revenue started going down.
To gain the field’s perspective, the team made sure to bring the technicians into their change management efforts. “We made sure to share information early and often and gather valuable field feedback. We shared our implementation plan including which features, in which order, and worked to turn the field into advocates so they could sell the solution to their peers. This was an important part of the change management process,” noted Olodort.
Adding Advanced Forms Powered by TrueContext to Automate Out Complexity
Prior to implementing TrueContext, Alcon used smart PDFs that required engineers visit a SharePoint site and select the appropriate service test procedure PDF for the equipment they were working with. Sometimes there were multiple versions and that created the possibility to pull the wrong PDF version and attach it to a case. With Advanced Forms powered by TrueContext, Alcon can now consistently deploy the correct version for technicians to use.
“The integration that we have with TrueContext and ServiceMax makes it really easy to go through audits with our internal and external auditors because all the data is right there in ServiceMax. ServiceMax and TrueContext are incredible at dealing with very complex, sophisticated, highly-regulated work and both solutions have been crucial to our success.”
KEITH OLODORT, GLOBAL SYSTEMS DEPLOYMENT LEAD, ALCON
For the engineers, the time savings are a welcome change. “The biggest savings for our field engineers, in addition to not having to enter the data again because it’s all pulled from ServiceMax, is that all of the test tools required for the service test procedure are now automated. These test tools are automatically pulled up when the field engineer starts to fill out the test procedure. This alone is powering a 15-minute per-case savings for the engineer,” noted Olodort.
Advanced Forms have also removed timely manual processes around digital signatures and connecting forms to a case. “The integration that we have with TrueContext and ServiceMax makes it really easy to go through audits with our internal and external auditors because all the data is right there in ServiceMax. ServiceMax and TrueContext are incredible at dealing with very complex, sophisticated, highly-regulated work and both solutions have been crucial to our success,” said Olodort.
Hundreds of Hours Saved with ServiceMax Propels Alcon Forward
Today, Alcon has over 2,000 employees using ServiceMax to deliver superior service. They complete an average of 7,500 work orders every month. The Alcon team is now able to automate the entire work order process for field engineers so that they can go and execute effortlessly. This transformation has resulted in huge time savings equating to 900 hours per year through improvements to Alcon ServiceMax, over 1,500 hours per year through improved tracking processes, and 1 minute per case through reducing the number of required Surgery Codes fields. Looking to the future, Alcon is planning to leverage AI and IoT, shift further into proactive and predictive service, and prepare field engineers to use these new technologies.
Johnson Controls empowers 7,000+ technicians
Find out how they fundamentally changed how they do business.
Watch Video
Global company reduces admin burden
See how a global company moved away from spreadsheets.
Read Story
FLNG facility realizes 332% ROI
Discover how this energy facility eliminated paper forms.
Read Story
VIEW ALL RESOURCES
Still have questions?
Book a 15-minute chat to learn how you can make TrueContext work for you.
First NameLast NameCompanyPhoneEmailI agree to the TrueContext Privacy Policy.I agree to receive information regarding TrueContext and its products, and any other marketing communications by email (optional).Are you human?
By submitting this form, you agree to our privacy policy.
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ARxIUM prescribes efficiency with Salesforce and TrueContext
Product
Solutions
Pricing
Resources
Login
REQUEST A TRIAL
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menu
close
Product
Solutions
Pricing
Resources
SEARCH
Login
Request a Trial
Get a Demo
west
Why TrueContext
Field Service App Platform
Adapt, automate, and transform your field operation
Advanced Automation
Double the productivity, half the effort
Connected Data
Break down data silos across your business
Compliance & Security
A platform that meets your IT requirements
Capabilities
Workflow Creation
Built for complex field environments
Mobile App
Equip your teams anywhere and in any language
Reporting & Analytics
Visibility now, predictability for tomorrow
Integrations
ServiceNow
Salesforce
ServiceMax
Microsoft
API Integrations
More…
west
Use Cases
Installation
More assets in less time with guided workflows
Maintenance & Repair
Improve asset uptime with predictive maintenance
Inspections & Compliance
Optimize your operational excellence
Environment, Health & Safety
Protect workers, the public, and the environment
Industries
Industrial Equipment
Power asset performance and human safety
Medical Equipment
Precision for sophisticated instrumentation
Oil & Gas
Operational excellence across the energy stream
Field Service
Break new ground in productivity, quality, and safety
west
Explore
Customer Stories
TrueContext applied in enterprise environments
Professional Services
Digitization at speed and at scale
Events
Explore emerging trends with us at upcoming events
Blog
Stories and insights from the field
Learn
Knowledge Base
Answers to the most common product questions
Product Documentation
TrueContext features, usage, and technical details
TrueContext University
Hands-on training to optimize your deployment
Resource Library
Content for your industry and application
Connect
Community
Collaborate with industry peers
Contact Support
Having trouble? Ask our product support team
Talk to Sales
See how TrueContext can help your business
Customer Story
ARxIUM prescribes efficiency with Salesforce and TrueContext
picture_as_pdf
Download thiscase study
Business Goals
Site survey and preventative maintenance checklist
A staged process for form development, QA, and release
Full integration with existing tech infrastructure, including Salesforce Service Cloud and G Suite
Outcomes & Results
Improved CSAT based on faster follow-up
Achieved 100% digital workflows
Identified revenue opportunities to expand service offerings
The Challenge
ARxIUM is an industry-leading provider of innovative pharmacy automation solutions with international headquarters in Canada and the United States. They produce automated dispensing cabinets, high volume filling, and IV rooms for pharmacies, clinics and hospitals with patient care front-and-center.
Despite their innovative tech solutions, ARxIUM had a problem with work documentation and transferring crucial inspection data to client operations. Their field technicians relied heavily on paper forms to complete everything from site surveys to preventative maintenance, and it severely impacted their deliverables and customer satisfaction.
For example, site surveys meant to gauge electrical power, door dimensions, and point of delivery for smooth equipment delivery were arriving after the product was shipped or delivered—rendering the paperwork completed by the technician useless. If the form did arrive on time, it often included illegible handwriting or was scanned and emailed with missing or incomplete pages. This resulted in costly wait times and heavy opportunity costs for technicians caught in the delay.
Clunky coordination and training challenges resulted in inconsistent documentation practices about what work was performed, when, and by whom.
The Solution
ARxIUM already used Salesforce Service Cloud and Google Sheets and needed a solution that would not only solve their paper problem but also update asset service records in real-time and improve customer satisfaction.
It was a big order. One that, after researching, ARxIUM decided TrueContext could fill because of its robust integrations.
ARxIUM built survey workflows for technicians’ smartphones and tablets through the TrueContext app. Now critical data such as software versions of maintained equipment instantly populates corresponding asset records in Salesforce, while part numbers and descriptions are pulled from a data source Google Sheet. Once the form is completed, a formatted PDF report is sent directly to the customer’s administrative department with a case number for reference.
The deployment was released in two controlled phases, complete with feedback cycles with field technicians to polish form design and flow. The resulting solution was then released company wide.
“Results were very positive and nobody experienced issues, whether logging into the app or completing the forms,” says Jodie Menard, Director of Customer Care at ARxIUM. TrueContext’s intuitive platform leverages familiarity with mobile devices, so technicians were able to pick up the app and use it within minutes, without training or a lengthy onboarding process.
“We honestly didn’t think we’d be able to cut 50 minutes out of the service time. We would’ve been happy if we could cut it by half, say 30 minutes, but the end result ended up being more.”
JODIE MENARD, DIRECTOR OF CUSTOMER CARE, ARxIUM
The Benefits
The results are extensive and far-reaching. The most immediate, tangible results came from the improvement of form submissions. Site survey forms arrive at their routed destinations in real-time, with contextual images before assets arrive on site.
The preventative maintenance checklist likewise is overhauled to include customer signatures, allowing customers to approve the work completed. The completed document further routes to Salesforce which allows ARxIUM to track when the form was completed and include conditional formatting to identify areas of concern discovered during the checklist.
Ultimately, these improved workflows meant a marked increase in customer satisfaction. Customers not only have access to transparent records of services performed but no longer needed to contact ARxIUM for information because they personally signed-off on the work.
Other improvements to ARxIUM include time saved during form completion—from one hour to real-time—and removing the need to hunt down missing information or enter data manually. This freed time allows both back-end and field service teams to focus on delivering quality products and service.
Finally, collaboration with TrueContext shaped the success of ARxIUM’s deployment. “We were successful mainly because of the information and the guidance we were receiving from the TrueContext team,” says Menard.
From this point, the foundation of ARxIUM’s digital transformation has been laid in a way that enables future growth. The ARxIUM team is already taking on a wave of requests from other service teams that need to reduce repetitive work in the field.
picture_as_pdf
Download thiscase study
Business Goals
Site survey and preventative maintenance checklist
A staged process for form development, QA, and release
Full integration with existing tech infrastructure, including Salesforce Service Cloud and G Suite
Outcomes & Results
Improved CSAT based on faster follow-up
Achieved 100% digital workflows
Identified revenue opportunities to expand service offerings
The Challenge
ARxIUM is an industry-leading provider of innovative pharmacy automation solutions with international headquarters in Canada and the United States. They produce automated dispensing cabinets, high volume filling, and IV rooms for pharmacies, clinics and hospitals with patient care front-and-center.
Despite their innovative tech solutions, ARxIUM had a problem with work documentation and transferring crucial inspection data to client operations. Their field technicians relied heavily on paper forms to complete everything from site surveys to preventative maintenance, and it severely impacted their deliverables and customer satisfaction.
For example, site surveys meant to gauge electrical power, door dimensions, and point of delivery for smooth equipment delivery were arriving after the product was shipped or delivered—rendering the paperwork completed by the technician useless. If the form did arrive on time, it often included illegible handwriting or was scanned and emailed with missing or incomplete pages. This resulted in costly wait times and heavy opportunity costs for technicians caught in the delay.
Clunky coordination and training challenges resulted in inconsistent documentation practices about what work was performed, when, and by whom.
The Solution
ARxIUM already used Salesforce Service Cloud and Google Sheets and needed a solution that would not only solve their paper problem but also update asset service records in real-time and improve customer satisfaction.
It was a big order. One that, after researching, ARxIUM decided TrueContext could fill because of its robust integrations.
ARxIUM built survey workflows for technicians’ smartphones and tablets through the TrueContext app. Now critical data such as software versions of maintained equipment instantly populates corresponding asset records in Salesforce, while part numbers and descriptions are pulled from a data source Google Sheet. Once the form is completed, a formatted PDF report is sent directly to the customer’s administrative department with a case number for reference.
The deployment was released in two controlled phases, complete with feedback cycles with field technicians to polish form design and flow. The resulting solution was then released company wide.
“Results were very positive and nobody experienced issues, whether logging into the app or completing the forms,” says Jodie Menard, Director of Customer Care at ARxIUM. TrueContext’s intuitive platform leverages familiarity with mobile devices, so technicians were able to pick up the app and use it within minutes, without training or a lengthy onboarding process.
“We honestly didn’t think we’d be able to cut 50 minutes out of the service time. We would’ve been happy if we could cut it by half, say 30 minutes, but the end result ended up being more.”
JODIE MENARD, DIRECTOR OF CUSTOMER CARE, ARxIUM
The Benefits
The results are extensive and far-reaching. The most immediate, tangible results came from the improvement of form submissions. Site survey forms arrive at their routed destinations in real-time, with contextual images before assets arrive on site.
The preventative maintenance checklist likewise is overhauled to include customer signatures, allowing customers to approve the work completed. The completed document further routes to Salesforce which allows ARxIUM to track when the form was completed and include conditional formatting to identify areas of concern discovered during the checklist.
Ultimately, these improved workflows meant a marked increase in customer satisfaction. Customers not only have access to transparent records of services performed but no longer needed to contact ARxIUM for information because they personally signed-off on the work.
Other improvements to ARxIUM include time saved during form completion—from one hour to real-time—and removing the need to hunt down missing information or enter data manually. This freed time allows both back-end and field service teams to focus on delivering quality products and service.
Finally, collaboration with TrueContext shaped the success of ARxIUM’s deployment. “We were successful mainly because of the information and the guidance we were receiving from the TrueContext team,” says Menard.
From this point, the foundation of ARxIUM’s digital transformation has been laid in a way that enables future growth. The ARxIUM team is already taking on a wave of requests from other service teams that need to reduce repetitive work in the field.
Johnson Controls empowers 7,000+ technicians
Find out how they fundamentally changed how they do business.
Watch Video
Global company reduces admin burden
See how a global company moved away from spreadsheets.
Read Story
FLNG facility realizes 332% ROI
Discover how this energy facility eliminated paper forms.
Read Story
VIEW ALL RESOURCES
Still have questions?
Book a 15-minute chat to learn how you can make TrueContext work for you.
First NameLast NameCompanyPhoneEmailI agree to the TrueContext Privacy Policy.I agree to receive information regarding TrueContext and its products, and any other marketing communications by email (optional).Are you human?
By submitting this form, you agree to our privacy policy.
LinkedIn
Facebook
YouTube
Capabilities
Low-Code App Platform
Multi-Language
Integrations
Professional Services
White Label
Field Service Management
Solutions
Enterprise
Installation
Maintenance & Repair
Inspections & Compliance
Environment, Health & Safety
Support
Knowledge Base
Product Documentation
Service Status
Contact support
Explore
Blog
University
Resource Library
Community
Company
About Us
Careers
Newsroom
Partnerships
Copyright © 2024 TrueContext Corporation.
Privacy Policy
Terms of Use
Patents & Trademarks
Accessibility

Please enter a review.

Password

this password ensures that you have the permission to update this platform.

Join our Live Demo Webinars hosted every Wednesday.    Register Now.
FLNG facility realizes 332% ROI
Product
Solutions
Pricing
Resources
Login
REQUEST A TRIAL
GET A DEMO
menu
close
Product
Solutions
Pricing
Resources
SEARCH
Login
Request a Trial
Get a Demo
west
Why TrueContext
Field Service App Platform
Adapt, automate, and transform your field operation
Advanced Automation
Double the productivity, half the effort
Connected Data
Break down data silos across your business
Compliance & Security
A platform that meets your IT requirements
Capabilities
Workflow Creation
Built for complex field environments
Mobile App
Equip your teams anywhere and in any language
Reporting & Analytics
Visibility now, predictability for tomorrow
Integrations
ServiceNow
Salesforce
ServiceMax
Microsoft
API Integrations
More…
west
Use Cases
Installation
More assets in less time with guided workflows
Maintenance & Repair
Improve asset uptime with predictive maintenance
Inspections & Compliance
Optimize your operational excellence
Environment, Health & Safety
Protect workers, the public, and the environment
Industries
Industrial Equipment
Power asset performance and human safety
Medical Equipment
Precision for sophisticated instrumentation
Oil & Gas
Operational excellence across the energy stream
Field Service
Break new ground in productivity, quality, and safety
west
Explore
Customer Stories
TrueContext applied in enterprise environments
Professional Services
Digitization at speed and at scale
Events
Explore emerging trends with us at upcoming events
Blog
Stories and insights from the field
Learn
Knowledge Base
Answers to the most common product questions
Product Documentation
TrueContext features, usage, and technical details
TrueContext University
Hands-on training to optimize your deployment
Resource Library
Content for your industry and application
Connect
Community
Collaborate with industry peers
Contact Support
Having trouble? Ask our product support team
Talk to Sales
See how TrueContext can help your business
ROI REPORT
FLNG facility realizes 332% ROI
Achieving Operational Efficiency: A Comprehensive Look at an FLNG facility’s Safety Inspection Transformation
Regular safety checks are crucial for keeping oil and gas equipment online. However, despite conducting thousands of such inspections per year, a global energy and petrochemical company’s FLNG operation was still short of real-time data and analytics. Manual and labor-intensive form submission process risked human error, which could lead to work stoppages, asset downtime, and significant revenue risks.
Discover how you can:
Unlock 332% ROI: Learn how digitizing and centralizing form management can yield an extraordinary ROI, providing a fast track to operational efficiency.
Boost Employee Productivity: Understand actionable strategies for eliminating paper-based processes, saving thousands of work hours annually.
Enhance Real-Time Operational Visibility: Gain insights into how real-time form submission and analytics can improve organizational oversight and decision-making.
Achieving Operational Efficiency: A Comprehensive Look at an FLNG facility’s Safety Inspection Transformation
Regular safety checks are crucial for keeping oil and gas equipment online. However, despite conducting thousands of such inspections per year, a global energy and petrochemical company’s FLNG operation was still short of real-time data and analytics. Manual and labor-intensive form submission process risked human error, which could lead to work stoppages, asset downtime, and significant revenue risks.
Discover how you can:
Unlock 332% ROI: Learn how digitizing and centralizing form management can yield an extraordinary ROI, providing a fast track to operational efficiency.
Boost Employee Productivity: Understand actionable strategies for eliminating paper-based processes, saving thousands of work hours annually.
Enhance Real-Time Operational Visibility: Gain insights into how real-time form submission and analytics can improve organizational oversight and decision-making.
Johnson Controls empowers 7,000+ technicians
Find out how they fundamentally changed how they do business.
Watch Video
Global company reduces admin burden
See how a global company moved away from spreadsheets.
Read Story
FLNG facility realizes 332% ROI
Discover how this energy facility eliminated paper forms.
Read Story
VIEW ALL RESOURCES
Still have questions?
Book a 15-minute chat to learn how you can make TrueContext work for you.
First NameLast NameCompanyPhoneEmailI agree to the TrueContext Privacy Policy.I agree to receive information regarding TrueContext and its products, and any other marketing communications by email (optional).Are you human?
By submitting this form, you agree to our privacy policy.
LinkedIn
Facebook
YouTube
Capabilities
Low-Code App Platform
Multi-Language
Integrations
Professional Services
White Label
Field Service Management
Solutions
Enterprise
Installation
Maintenance & Repair
Inspections & Compliance
Environment, Health & Safety
Support
Knowledge Base
Product Documentation
Service Status
Contact support
Explore
Blog
University
Resource Library
Community
Company
About Us
Careers
Newsroom
Partnerships
Copyright © 2024 TrueContext Corporation.
Privacy Policy
Terms of Use
Patents & Trademarks
Accessibility

Please enter a review.

Password

this password ensures that you have the permission to update this platform.

Join our Live Demo Webinars hosted every Wednesday.    Register Now.
Funderburk Roofing sends productivity through the roof
Product
Solutions
Pricing
Resources
Login
REQUEST A TRIAL
GET A DEMO
menu
close
Product
Solutions
Pricing
Resources
SEARCH
Login
Request a Trial
Get a Demo
west
Why TrueContext
Field Service App Platform
Adapt, automate, and transform your field operation
Advanced Automation
Double the productivity, half the effort
Connected Data
Break down data silos across your business
Compliance & Security
A platform that meets your IT requirements
Capabilities
Workflow Creation
Built for complex field environments
Mobile App
Equip your teams anywhere and in any language
Reporting & Analytics
Visibility now, predictability for tomorrow
Integrations
ServiceNow
Salesforce
ServiceMax
Microsoft
API Integrations
More…
west
Use Cases
Installation
More assets in less time with guided workflows
Maintenance & Repair
Improve asset uptime with predictive maintenance
Inspections & Compliance
Optimize your operational excellence
Environment, Health & Safety
Protect workers, the public, and the environment
Industries
Industrial Equipment
Power asset performance and human safety
Medical Equipment
Precision for sophisticated instrumentation
Oil & Gas
Operational excellence across the energy stream
Field Service
Break new ground in productivity, quality, and safety
west
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Funderburk Roofing sends productivity through the roof
Johnson Controls empowers 7,000+ technicians
Find out how they fundamentally changed how they do business.
Watch Video
Global company reduces admin burden
See how a global company moved away from spreadsheets.
Read Story
FLNG facility realizes 332% ROI
Discover how this energy facility eliminated paper forms.
Read Story
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Field Service App Platform
Adapt, automate, and transform your field operation
Advanced Automation
Double the productivity, half the effort
Connected Data
Break down data silos across your business
Compliance & Security
A platform that meets your IT requirements
Capabilities
Workflow Creation
Built for complex field environments
Mobile App
Equip your teams anywhere and in any language
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Visibility now, predictability for tomorrow
Integrations
ServiceNow
Salesforce
ServiceMax
Microsoft
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More…
west
Use Cases
Installation
More assets in less time with guided workflows
Maintenance & Repair
Improve asset uptime with predictive maintenance
Inspections & Compliance
Optimize your operational excellence
Environment, Health & Safety
Protect workers, the public, and the environment
Industries
Industrial Equipment
Power asset performance and human safety
Medical Equipment
Precision for sophisticated instrumentation
Oil & Gas
Operational excellence across the energy stream
Field Service
Break new ground in productivity, quality, and safety
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Gateway Mechanical Services improves customer service and reduces costs
picture_as_pdf
Download thiscase study
Business Goals
Reduce costs by replacing a paper-based system with a mobile one
Improve customer service
Reduce billing errors
Transition to a mobile based dispatching system
Integrate forms data collection to their ERP system
Outcomes & Results
Improved field tools and information available for technicians
Increased cash flow by over $1 million
Paid for the TrueContext deployment by eliminating printed forms
Reduced billing errors
Delivered higher quality information to customers, faster
The Challenge
Gateway had been using a paper-based system for handling its technicians’ work. They filled out paper forms for site inspections, hazard assessments, maintenance and more. Technicians turned in the forms to company offices, and the forms were shuttled around for tasks such as invoicing. Office staff had to manually input them into Gateway’s ERP system.
“The entire process was expensive, inefficient, and time-consuming,” says Dave Herbert, IT Manager for Gateway. “In addition to costing us time and money, it led to billing problems because of invoicing errors and a long delay between finishing a job and sending an invoice.”
In 2013, the Gateway board informed the company CEO that costs were too high, including dispatching technicians and managing technicians’ work, and that customers didn’t feel they were getting enough information from Gateway about the services. It asked the CEO to fix the problem.
The Solution
Gateway’s telecommunications provider suggested that the company talk to TrueContext, which develops and sells a mobile workflow platform used by more than 3,500 businesses.
“We tried out TrueContext, and it became clear early on that the solution was exactly what we needed,” says Herbert. “It was easy for our technicians to use, and we were able to integrate a few key forms with our backend systems.
Gateway chose to standardize the TrueContext solution on Android because the mobile operating system is easy to deploy and fits well with other company initiatives, such as Active Directory synchronization and running Citrix clients. Android also allowed Gateway employees the choice to select any Android device they wanted. They no longer had to be tied to one single manufacturer. Employees use 14 different types of Android devices from Samsung, HTC, Huawei and Sony.
With TrueContext, when a customer calls for maintenance help, the information is entered into Gateway’s ERP system. It’s routed to the TrueContext server, which sends a message to a technician’s Android phone. The TrueContext app alerts the technicians about the job and includes important background information.
When technicians visit the site and complete the work, they use the TrueContext Android app to record the work done with photos. This upload automatically triggers an email to the customer with details about the completed work, along with photos for verification. For billing, a salesperson reviews all completed orders electronically before invoices are sent out.
“TrueContext was extremely easy to deploy, and worked right away with our Android devices. It was also simple to tie to our backend systems,” says Herbert.
The Benefits
Savings and overall benefits from the TrueContext-Android deployment have been dramatic. Simply eliminating the purchase of printed forms has paid for the entire system. Technicians are more efficient, and work quality has improved because they have more comprehensive information than before.
Gateway reduced data entry time by 400 percent. It has also improved cash flow by more than $1 million due to faster billing, while reducing data entry errors. Customers are more satisfied because they get more accurate information and better services.
“TrueContext with Android will save us money and make us more effective. That will help us accomplish our primary goal — to provide maintenance, construction, and other services in the most efficient way possible for our customers.“
DAVE HERBERT, IT MANAGER, GATEWAY MECHANICAL SERVICES
picture_as_pdf
Download thiscase study
Business Goals
Reduce costs by replacing a paper-based system with a mobile one
Improve customer service
Reduce billing errors
Transition to a mobile based dispatching system
Integrate forms data collection to their ERP system
Outcomes & Results
Improved field tools and information available for technicians
Increased cash flow by over $1 million
Paid for the TrueContext deployment by eliminating printed forms
Reduced billing errors
Delivered higher quality information to customers, faster
The Challenge
Gateway had been using a paper-based system for handling its technicians’ work. They filled out paper forms for site inspections, hazard assessments, maintenance and more. Technicians turned in the forms to company offices, and the forms were shuttled around for tasks such as invoicing. Office staff had to manually input them into Gateway’s ERP system.
“The entire process was expensive, inefficient, and time-consuming,” says Dave Herbert, IT Manager for Gateway. “In addition to costing us time and money, it led to billing problems because of invoicing errors and a long delay between finishing a job and sending an invoice.”
In 2013, the Gateway board informed the company CEO that costs were too high, including dispatching technicians and managing technicians’ work, and that customers didn’t feel they were getting enough information from Gateway about the services. It asked the CEO to fix the problem.
The Solution
Gateway’s telecommunications provider suggested that the company talk to TrueContext, which develops and sells a mobile workflow platform used by more than 3,500 businesses.
“We tried out TrueContext, and it became clear early on that the solution was exactly what we needed,” says Herbert. “It was easy for our technicians to use, and we were able to integrate a few key forms with our backend systems.
Gateway chose to standardize the TrueContext solution on Android because the mobile operating system is easy to deploy and fits well with other company initiatives, such as Active Directory synchronization and running Citrix clients. Android also allowed Gateway employees the choice to select any Android device they wanted. They no longer had to be tied to one single manufacturer. Employees use 14 different types of Android devices from Samsung, HTC, Huawei and Sony.
With TrueContext, when a customer calls for maintenance help, the information is entered into Gateway’s ERP system. It’s routed to the TrueContext server, which sends a message to a technician’s Android phone. The TrueContext app alerts the technicians about the job and includes important background information.
When technicians visit the site and complete the work, they use the TrueContext Android app to record the work done with photos. This upload automatically triggers an email to the customer with details about the completed work, along with photos for verification. For billing, a salesperson reviews all completed orders electronically before invoices are sent out.
“TrueContext was extremely easy to deploy, and worked right away with our Android devices. It was also simple to tie to our backend systems,” says Herbert.
The Benefits
Savings and overall benefits from the TrueContext-Android deployment have been dramatic. Simply eliminating the purchase of printed forms has paid for the entire system. Technicians are more efficient, and work quality has improved because they have more comprehensive information than before.
Gateway reduced data entry time by 400 percent. It has also improved cash flow by more than $1 million due to faster billing, while reducing data entry errors. Customers are more satisfied because they get more accurate information and better services.
“TrueContext with Android will save us money and make us more effective. That will help us accomplish our primary goal — to provide maintenance, construction, and other services in the most efficient way possible for our customers.“
DAVE HERBERT, IT MANAGER, GATEWAY MECHANICAL SERVICES
Johnson Controls empowers 7,000+ technicians
Find out how they fundamentally changed how they do business.
Watch Video
Global company reduces admin burden
See how a global company moved away from spreadsheets.
Read Story
FLNG facility realizes 332% ROI
Discover how this energy facility eliminated paper forms.
Read Story
VIEW ALL RESOURCES
Still have questions?
Book a 15-minute chat to learn how you can make TrueContext work for you.
First NameLast NameCompanyPhoneEmailI agree to the TrueContext Privacy Policy.I agree to receive information regarding TrueContext and its products, and any other marketing communications by email (optional).Are you human?
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TrueContext delivers a massive ROI for a global equipment manufacturer
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Why TrueContext
Field Service App Platform
Adapt, automate, and transform your field operation
Advanced Automation
Double the productivity, half the effort
Connected Data
Break down data silos across your business
Compliance & Security
A platform that meets your IT requirements
Capabilities
Workflow Creation
Built for complex field environments
Mobile App
Equip your teams anywhere and in any language
Reporting & Analytics
Visibility now, predictability for tomorrow
Integrations
ServiceNow
Salesforce
ServiceMax
Microsoft
API Integrations
More…
west
Use Cases
Installation
More assets in less time with guided workflows
Maintenance & Repair
Improve asset uptime with predictive maintenance
Inspections & Compliance
Optimize your operational excellence
Environment, Health & Safety
Protect workers, the public, and the environment
Industries
Industrial Equipment
Power asset performance and human safety
Medical Equipment
Precision for sophisticated instrumentation
Oil & Gas
Operational excellence across the energy stream
Field Service
Break new ground in productivity, quality, and safety
west
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TrueContext applied in enterprise environments
Professional Services
Digitization at speed and at scale
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Explore emerging trends with us at upcoming events
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Collaborate with industry peers
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Having trouble? Ask our product support team
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Customer Story
TrueContext delivers a massive ROI for a global equipment manufacturer
Maximizing Productivity: An Inside View into a Global Manufacturer’s Operational Overhaul
A global equipment manufacturer operating in 60 countries with a workforce of 50,000 and an annual revenue of $15 billion faced significant operational challenges due to their reliance on paper and manual spreadsheets for form management. This approach put the company’s cash flow at considerable risk. Also among these were delays in compliance and redundancies across multiple departments, including HR, field services, and health and safety. Finally, the lack of a centralized system proved to be a roadblock to many business requirements, such as compliance and analytics.
Discover how you can:
Achieve 4,105% Annual ROI: Understand how modernizing form management and submissions can lead to astonishing annual ROI and serve as the blueprint for productivity gains.
Boost Administrative and Field Efficiency: Learn how digitizing forms can save 30 minutes per form for field agents and administrators, translating to over $8 million in annual savings and a 25% reduction in HR workload.
Enhance Organizational Visibility and Compliance: See how a centralized system can improve real-time tracking of project progress, compliance targets, and KPIs while also catching health hazards before they enter the workplace.
Maximizing Productivity: An Inside View into a Global Manufacturer’s Operational Overhaul
A global equipment manufacturer operating in 60 countries with a workforce of 50,000 and an annual revenue of $15 billion faced significant operational challenges due to their reliance on paper and manual spreadsheets for form management. This approach put the company’s cash flow at considerable risk. Also among these were delays in compliance and redundancies across multiple departments, including HR, field services, and health and safety. Finally, the lack of a centralized system proved to be a roadblock to many business requirements, such as compliance and analytics.
Discover how you can:
Achieve 4,105% Annual ROI: Understand how modernizing form management and submissions can lead to astonishing annual ROI and serve as the blueprint for productivity gains.
Boost Administrative and Field Efficiency: Learn how digitizing forms can save 30 minutes per form for field agents and administrators, translating to over $8 million in annual savings and a 25% reduction in HR workload.
Enhance Organizational Visibility and Compliance: See how a centralized system can improve real-time tracking of project progress, compliance targets, and KPIs while also catching health hazards before they enter the workplace.
Johnson Controls empowers 7,000+ technicians
Find out how they fundamentally changed how they do business.
Watch Video
Global company reduces admin burden
See how a global company moved away from spreadsheets.
Read Story
FLNG facility realizes 332% ROI
Discover how this energy facility eliminated paper forms.
Read Story
VIEW ALL RESOURCES
Still have questions?
Book a 15-minute chat to learn how you can make TrueContext work for you.
First NameLast NameCompanyPhoneEmailI agree to the TrueContext Privacy Policy.I agree to receive information regarding TrueContext and its products, and any other marketing communications by email (optional).Are you human?
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Halliburton energizes its field operations with TrueContext
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Why TrueContext
Field Service App Platform
Adapt, automate, and transform your field operation
Advanced Automation
Double the productivity, half the effort
Connected Data
Break down data silos across your business
Compliance & Security
A platform that meets your IT requirements
Capabilities
Workflow Creation
Built for complex field environments
Mobile App
Equip your teams anywhere and in any language
Reporting & Analytics
Visibility now, predictability for tomorrow
Integrations
ServiceNow
Salesforce
ServiceMax
Microsoft
API Integrations
More…
west
Use Cases
Installation
More assets in less time with guided workflows
Maintenance & Repair
Improve asset uptime with predictive maintenance
Inspections & Compliance
Optimize your operational excellence
Environment, Health & Safety
Protect workers, the public, and the environment
Industries
Industrial Equipment
Power asset performance and human safety
Medical Equipment
Precision for sophisticated instrumentation
Oil & Gas
Operational excellence across the energy stream
Field Service
Break new ground in productivity, quality, and safety
west
Explore
Customer Stories
TrueContext applied in enterprise environments
Professional Services
Digitization at speed and at scale
Events
Explore emerging trends with us at upcoming events
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Stories and insights from the field
Learn
Knowledge Base
Answers to the most common product questions
Product Documentation
TrueContext features, usage, and technical details
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Hands-on training to optimize your deployment
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Content for your industry and application
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Community
Collaborate with industry peers
Contact Support
Having trouble? Ask our product support team
Talk to Sales
See how TrueContext can help your business
Customer Story
Halliburton energizes its field operations with TrueContext
Johnson Controls empowers 7,000+ technicians
Find out how they fundamentally changed how they do business.
Watch Video
Global company reduces admin burden
See how a global company moved away from spreadsheets.
Read Story
FLNG facility realizes 332% ROI
Discover how this energy facility eliminated paper forms.
Read Story
VIEW ALL RESOURCES
Still have questions?
Book a 15-minute chat to learn how you can make TrueContext work for you.
First NameLast NameCompanyPhoneEmailI agree to the TrueContext Privacy Policy.I agree to receive information regarding TrueContext and its products, and any other marketing communications by email (optional).Are you human?
By submitting this form, you agree to our privacy policy.
LinkedIn
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Capabilities
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Multi-Language
Integrations
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Solutions
Enterprise
Installation
Maintenance & Repair
Inspections & Compliance
Environment, Health & Safety
Support
Knowledge Base
Product Documentation
Service Status
Contact support
Explore
Blog
University
Resource Library
Community
Company
About Us
Careers
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Improving Compliance and Efficiency with Luminex & TrueContext
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west
Why TrueContext
Field Service App Platform
Adapt, automate, and transform your field operation
Advanced Automation
Double the productivity, half the effort
Connected Data
Break down data silos across your business
Compliance & Security
A platform that meets your IT requirements
Capabilities
Workflow Creation
Built for complex field environments
Mobile App
Equip your teams anywhere and in any language
Reporting & Analytics
Visibility now, predictability for tomorrow
Integrations
ServiceNow
Salesforce
ServiceMax
Microsoft
API Integrations
More…
west
Use Cases
Installation
More assets in less time with guided workflows
Maintenance & Repair
Improve asset uptime with predictive maintenance
Inspections & Compliance
Optimize your operational excellence
Environment, Health & Safety
Protect workers, the public, and the environment
Industries
Industrial Equipment
Power asset performance and human safety
Medical Equipment
Precision for sophisticated instrumentation
Oil & Gas
Operational excellence across the energy stream
Field Service
Break new ground in productivity, quality, and safety
west
Explore
Customer Stories
TrueContext applied in enterprise environments
Professional Services
Digitization at speed and at scale
Events
Explore emerging trends with us at upcoming events
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Stories and insights from the field
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Collaborate with industry peers
Contact Support
Having trouble? Ask our product support team
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See how TrueContext can help your business
Customer Story
Luminex Improves Compliance and Efficiency
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Download thiscase study
Results
50% decrease in work order quality review time
95% error reduction
Service checklist implementation for new products reduced from months to weeks
The Challenge
At Luminex, a biological testing technology manufacturer, digital platforms help field service engineers resolve customer issues quickly and maintain compliance in the heavily-regulated medical device industry.
Recently, the company took the latest step in its digital journey to solve tracking and verifying that service work performed on Luminex’s equipment at customer sites, and even the tools that Luminex’s engineers use, is compliant with regulations set by the U.S. Food and Drug Administration (FDA) and other agencies. Luminex chose TrueContext to simplify complex digital reporting.
“As a technology company, we have to be early adopters of technology—and always look for the latest and greatest solutions for our service engineers,” says Jason Pena, Area Service Director at Luminex.
Managing Compliance in a Highly Regulated Industry
Accurate (and error-free) record-keeping is critical for Luminex’s Field Service Organization, which complies with industry regulations when maintaining medical devices. Precise record-keeping is an essential part of nearly every job. Luminex’s engineers document specific details about each customer appointment, including the service checklists, and create reports to pass along to customers and archive.
“Before… TrueContext, engineers relied on manual, paper-based processes to document these details,” says Michael Queen, Area Service Director at Luminex. It was an inefficient process, further complicated by acquisitions that added new product lines with additional service checklists and documentation requirements. When Luminex acquired Nanosphere (2016) and the Flow Cytometry division of Millipore (2019), the company jumped from four key product platforms to ten.
“Documenting visits for the purposes of an audit trail was a bulky process,” Queen says of the post-acquisition complexity. The engineers weren’t using consistent formats for recording compliance data, making it harder for service leaders to review checklists and reports for accuracy.
“TrueContext is able to do the data sorting we need, based on criteria that the service engineers choose. We used it out of the box…”
JASON PENAAREA SERVICE DIRECTORLUMINEX
Creating a Standard Workflow
Following its acquisition of Nanosphere, Luminex wanted to streamline and standardize processes to accurately collect and deliver compliant reports across multiple products.
“We wanted to make it as easy as possible to document a service visit,” Pena says, while bringing uniformity to what had been a patchy reporting process.
The logical solution? Field intelligence built for regulated industries. TrueContext’s app development platform checked all the boxes for a better compliance record-keeping system.
“TrueContext is able to do the data ingesting we need, based on criteria that the service engineers choose,” Pena says. “Its low-code platform also means we are able to easily build checklist apps… It’s a smooth experience and, for the most part, we’ve used it out of the box.”
As Luminex’s engineers go through a service call on the TrueContext platform, they complete customizable fields as part of the pre-built workflow. TrueContext then displays the correct checklist and even pre-fills fields with contextual information. The in-app guided workflows prevent engineers from choosing the wrong service checklist. “That has helped us fix a lot of issues in quality review, since we can minimize errors,” Queen says.
Easy to Create Custom Checklists as The Companys
As Luminex continues to grow organically and through acquisitions, TrueContext’s field intelligence platform helps manage compliance-related documentation. If engineers are working offline during service calls, TrueContext syncs automatically with back end systems and queues the reports for quality checks. The service leadership team is now able to incorporate new checklists and workflows within 30 days. That bodes well for future acquisitions and company growth, Queen says.
“The quality review process is much faster now,” Pena says. “The errors have decreased and there’s much less rework for the engineers.” While the compliance review workload has doubled in the past few years, Pena says he can review the reports in the same amount of time. TrueContext’s certified compliance with SOC2 and HIPAA regulations reinforce the quality and compliance process.
With TrueContext, Luminex has improved service efficiency and execution, and also removed the administrative burdens of compliance. But the digital field service tools haven’t just been good for growth and compliance. Luminex’s service engineers like the new toolkit, too.
“It helps the techs feel more agile about their ability to help us improve first-time fix rates and manage compliance,” Queen says. And that means there’s a higher chance the service work will get done correctly the first time.
“It’s much easier to train new people on TrueContext. The workflow is the same no matter which product they’re working on. That’s helped us fix a lot of issues in quality review.”
MICHAEL QUEENAREA SERVICE DIRECTORLUMINEX
picture_as_pdf
Download thiscase study
Results
50% decrease in work order quality review time
95% error reduction
Service checklist implementation for new products reduced from months to weeks
The Challenge
At Luminex, a biological testing technology manufacturer, digital platforms help field service engineers resolve customer issues quickly and maintain compliance in the heavily-regulated medical device industry.
Recently, the company took the latest step in its digital journey to solve tracking and verifying that service work performed on Luminex’s equipment at customer sites, and even the tools that Luminex’s engineers use, is compliant with regulations set by the U.S. Food and Drug Administration (FDA) and other agencies. Luminex chose TrueContext to simplify complex digital reporting.
“As a technology company, we have to be early adopters of technology—and always look for the latest and greatest solutions for our service engineers,” says Jason Pena, Area Service Director at Luminex.
Managing Compliance in a Highly Regulated Industry
Accurate (and error-free) record-keeping is critical for Luminex’s Field Service Organization, which complies with industry regulations when maintaining medical devices. Precise record-keeping is an essential part of nearly every job. Luminex’s engineers document specific details about each customer appointment, including the service checklists, and create reports to pass along to customers and archive.
“Before… TrueContext, engineers relied on manual, paper-based processes to document these details,” says Michael Queen, Area Service Director at Luminex. It was an inefficient process, further complicated by acquisitions that added new product lines with additional service checklists and documentation requirements. When Luminex acquired Nanosphere (2016) and the Flow Cytometry division of Millipore (2019), the company jumped from four key product platforms to ten.
“Documenting visits for the purposes of an audit trail was a bulky process,” Queen says of the post-acquisition complexity. The engineers weren’t using consistent formats for recording compliance data, making it harder for service leaders to review checklists and reports for accuracy.
“TrueContext is able to do the data sorting we need, based on criteria that the service engineers choose. We used it out of the box…”
JASON PENAAREA SERVICE DIRECTORLUMINEX
Creating a Standard Workflow
Following its acquisition of Nanosphere, Luminex wanted to streamline and standardize processes to accurately collect and deliver compliant reports across multiple products.
“We wanted to make it as easy as possible to document a service visit,” Pena says, while bringing uniformity to what had been a patchy reporting process.
The logical solution? Field intelligence built for regulated industries. TrueContext’s app development platform checked all the boxes for a better compliance record-keeping system.
“TrueContext is able to do the data ingesting we need, based on criteria that the service engineers choose,” Pena says. “Its low-code platform also means we are able to easily build checklist apps… It’s a smooth experience and, for the most part, we’ve used it out of the box.”
As Luminex’s engineers go through a service call on the TrueContext platform, they complete customizable fields as part of the pre-built workflow. TrueContext then displays the correct checklist and even pre-fills fields with contextual information. The in-app guided workflows prevent engineers from choosing the wrong service checklist. “That has helped us fix a lot of issues in quality review, since we can minimize errors,” Queen says.
Easy to Create Custom Checklists as The Companys
As Luminex continues to grow organically and through acquisitions, TrueContext’s field intelligence platform helps manage compliance-related documentation. If engineers are working offline during service calls, TrueContext syncs automatically with back end systems and queues the reports for quality checks. The service leadership team is now able to incorporate new checklists and workflows within 30 days. That bodes well for future acquisitions and company growth, Queen says.
“The quality review process is much faster now,” Pena says. “The errors have decreased and there’s much less rework for the engineers.” While the compliance review workload has doubled in the past few years, Pena says he can review the reports in the same amount of time. TrueContext’s certified compliance with SOC2 and HIPAA regulations reinforce the quality and compliance process.
With TrueContext, Luminex has improved service efficiency and execution, and also removed the administrative burdens of compliance. But the digital field service tools haven’t just been good for growth and compliance. Luminex’s service engineers like the new toolkit, too.
“It helps the techs feel more agile about their ability to help us improve first-time fix rates and manage compliance,” Queen says. And that means there’s a higher chance the service work will get done correctly the first time.
“It’s much easier to train new people on TrueContext. The workflow is the same no matter which product they’re working on. That’s helped us fix a lot of issues in quality review.”
MICHAEL QUEENAREA SERVICE DIRECTORLUMINEX
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Extracting Value with Iron Ore Company of Canada and TrueContext
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Extracting Value with Iron Ore Company of Canada and TrueContext
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Download thiscase study
Results
Improved safety standards
Training compliance regulations met
Reduced data entry time
Cut down on paper waste
The Challenge
Iron Ore Company of Canada (IOC) is a leading North American producer and exporter of premium iron ore pellets and high-grade concentrate. Operations include a mine with five operational pits, a concentrator and a pelletizing plant located near Labrador City.
Sam Best, IOC’s Superintendent of Training, Mine Operations and Mobile Equipment and Genevieve Cyr, the Superintendent of Training, Port, Rail, and Processing were tasked with providing training support to all other departments within the company. Before TrueContext, training was done manually every day with paper forms and attendance sheets that took valuable time for admin to re-enter into their learning management system (LMS). This was combined with using a lot of wasteful paper, and a high chance of errors due to the volume of data entry. This challenge was compounded as accurate training documentation is critical to meeting safety standards requirements and government legislation. Internal and external audits ensure that these standards are met, and inaccurate documentation could be disastrous. Other forms solutions were first deployed but the lack of seamless integrations with their LSM and continued manual entry made IOC look for a better solution.
The Solution
TrueContext was deployed for training and compliance with a seamless integration with IOC’s LMS. Every evening employee’s information, training catalog, and a list of trainers are imported from LMS through an FTP site to populate TrueContext, to ensure accurate daily forms the next day.
Employees are then accessed with TrueContext using tablets. Once finished training is submitted, it will automatically upload to the FTP site and uploaded back to the LMS system.
The Benefits
The benefits of deploying TrueContext have been far-reaching. IOC is now able to reduce an extremely demanding workload on training admins by removing manual data entry to free up their time to spend on other projects. This has reduced wasted paper.
TrueContext has also helped them to create instant reports that are available for management and audits. This has meant removing the report backlog and inaccurate reports that led to stressful audits. Reports are now instantly available for management reports and audits. And, importantly, it has resulted in a safer mining operation as training is completed and properly documented.
What’s next
IOC is looking to work with their LMS provided to build training activities in the LMS that export directly to TrueContext. They are looking to allow admins to automatically set up info about training events previously in LMS without needing to populate the information.
picture_as_pdf
Download thiscase study
Results
Improved safety standards
Training compliance regulations met
Reduced data entry time
Cut down on paper waste
The Challenge
Iron Ore Company of Canada (IOC) is a leading North American producer and exporter of premium iron ore pellets and high-grade concentrate. Operations include a mine with five operational pits, a concentrator and a pelletizing plant located near Labrador City.
Sam Best, IOC’s Superintendent of Training, Mine Operations and Mobile Equipment and Genevieve Cyr, the Superintendent of Training, Port, Rail, and Processing were tasked with providing training support to all other departments within the company. Before TrueContext, training was done manually every day with paper forms and attendance sheets that took valuable time for admin to re-enter into their learning management system (LMS). This was combined with using a lot of wasteful paper, and a high chance of errors due to the volume of data entry. This challenge was compounded as accurate training documentation is critical to meeting safety standards requirements and government legislation. Internal and external audits ensure that these standards are met, and inaccurate documentation could be disastrous. Other forms solutions were first deployed but the lack of seamless integrations with their LSM and continued manual entry made IOC look for a better solution.
The Solution
TrueContext was deployed for training and compliance with a seamless integration with IOC’s LMS. Every evening employee’s information, training catalog, and a list of trainers are imported from LMS through an FTP site to populate TrueContext, to ensure accurate daily forms the next day.
Employees are then accessed with TrueContext using tablets. Once finished training is submitted, it will automatically upload to the FTP site and uploaded back to the LMS system.
The Benefits
The benefits of deploying TrueContext have been far-reaching. IOC is now able to reduce an extremely demanding workload on training admins by removing manual data entry to free up their time to spend on other projects. This has reduced wasted paper.
TrueContext has also helped them to create instant reports that are available for management and audits. This has meant removing the report backlog and inaccurate reports that led to stressful audits. Reports are now instantly available for management reports and audits. And, importantly, it has resulted in a safer mining operation as training is completed and properly documented.
What’s next
IOC is looking to work with their LMS provided to build training activities in the LMS that export directly to TrueContext. They are looking to allow admins to automatically set up info about training events previously in LMS without needing to populate the information.
Johnson Controls empowers 7,000+ technicians
Find out how they fundamentally changed how they do business.
Watch Video
Global company reduces admin burden
See how a global company moved away from spreadsheets.
Read Story
FLNG facility realizes 332% ROI
Discover how this energy facility eliminated paper forms.
Read Story
VIEW ALL RESOURCES
Still have questions?
Book a 15-minute chat to learn how you can make TrueContext work for you.
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Putting your values to work: Louisiana CAT’s journey to safer operations
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west
Why TrueContext
Field Service App Platform
Adapt, automate, and transform your field operation
Advanced Automation
Double the productivity, half the effort
Connected Data
Break down data silos across your business
Compliance & Security
A platform that meets your IT requirements
Capabilities
Workflow Creation
Built for complex field environments
Mobile App
Equip your teams anywhere and in any language
Reporting & Analytics
Visibility now, predictability for tomorrow
Integrations
ServiceNow
Salesforce
ServiceMax
Microsoft
API Integrations
More…
west
Use Cases
Installation
More assets in less time with guided workflows
Maintenance & Repair
Improve asset uptime with predictive maintenance
Inspections & Compliance
Optimize your operational excellence
Environment, Health & Safety
Protect workers, the public, and the environment
Industries
Industrial Equipment
Power asset performance and human safety
Medical Equipment
Precision for sophisticated instrumentation
Oil & Gas
Operational excellence across the energy stream
Field Service
Break new ground in productivity, quality, and safety
west
Explore
Customer Stories
TrueContext applied in enterprise environments
Professional Services
Digitization at speed and at scale
Events
Explore emerging trends with us at upcoming events
Blog
Stories and insights from the field
Learn
Knowledge Base
Answers to the most common product questions
Product Documentation
TrueContext features, usage, and technical details
TrueContext University
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Content for your industry and application
Connect
Community
Collaborate with industry peers
Contact Support
Having trouble? Ask our product support team
Talk to Sales
See how TrueContext can help your business
Customer Story
Putting your values to work: Louisiana CAT’s journey to safer operations
picture_as_pdf
Download thiscase study
Results
Doubled JSA coverage to 95%
Improved safety data quality and traceability
Savings in paper and logistics costs by digitizing 250+ daily JSAs
TRIR well ahead of US national average
About Louisiana CAT
Louisiana CAT has been proud to represent Caterpillar® for four continuous generations in the state of Louisiana.  The company strives to be the leader in the markets they serve by offering superior value and an exceptional customer experience. Founded as a levee contractor in 1928 on the banks of the Mississippi River in Tallulah, Louisiana Tractor and Equipment Company became the first Caterpillar dealer in the state by 1933.  The history of the company is one of continuity. From 1928 to the present day operations of Louisiana CAT, they have believed in focusing on the needs of customers and satisfying them completely. Today, the company has locations across Louisiana and the Gulf Coast and continues to focus on the needs of customers in the diverse equipment markets throughout Louisiana as well as the engine markets worldwide. With a highly skilled workforce, Louisiana CAT faces the challenge of meeting the needs of a booming industry.
For Louisiana CAT, safety is a company value, not a business priority. While priorities change, values are intrinsic to the organization. As the statewide dealer of CAT equipment, parts and service, the company has a diverse marketplace with demand for nearly every CAT product application – requiring its technicians to encounter occupational hazards daily.
Director of Health, Safety, and Environmental Craig Fisher understands the importance of the daily job safety analyses (JSA) in the planning and mitigation of risk to his field teams and has been a strong advocate since he started with the company.
Challenges
Louisiana CAT managed JSAs through a largely paper-based process. This meant that technicians would fill out a piece of paper on site and submit it to their supervisor for review. Shop leads would have to review and scan these documents individually to file in their HSE management platform. While a critical part of the job, JSAs were tedious for both technicians and supervisors. Technicians were becoming more adept at typing rather than writing, so many found them difficult to fill out. The growing volume – 250 JSAs on a typical day – was also a challenge to review, manage, and refer to should the need arise with limited supervisory staff. This resulted in completion rates that were less than ideal – roughly 50% at the shop and 5% in the field.
JSAs, along with safety observation cards, all had to be printed on paper and transported from site to shop in order to get entered into the system, creating significant material, logistics, and labor costs by the time the safety documents reached their final destination.
The company decided to digitize its critical JSA process and address the immediate gaps. While this helped in that specific area, eliminating their dependence on paper, and everything it entailed, it offered limited opportunities for scalability across other areas of the business. Louisiana CAT quickly outgrew the solution as the needs of the business evolved. Workflow automation and platform integration were no longer viewed as future projects in the pipeline, they were immediate needs for the organization.
Salesforce integration, in particular, was a key consideration for their next platform and hence became the reason the company chose TrueContext. The goal was to have visibility and the ability to review JSAs, both in the shops and field, in real time while streamlining and simplifying the process for the employees.
Solution
TrueContext worked with Craig and his team to develop a solution that will not only elevate the way they approached safety documentation and management but also open doors for data consolidation across this specific practice within the organization. With a tight timeframe of six weeks to set up and deploy the system, the team rolled out the app to Louisiana CAT’s close to 400 technicians, shop leads, and managers to handle up to 15 different safety documents.
“It wouldn’t have been possible without the high level of customer service that TrueContext delivered,” Craig explained. “I understand that it was an extremely complicated system that we were trying to build, with many different types of safety documentation. The implementation team met or exceeded all deadlines set, and they deserve all the praise for making it happen. What had previously taken four months utilizing our previous solution took TrueContext six weeks to build and deploy. They fully streamlined the design and rollout – and we did not hit any of the snags that we expected as we were planning it,” he added.
“The implementation team met or exceeded all deadlines set, and they deserve all the praise for making it happen. What had previously taken six months in our old solution took TrueContext six weeks to deploy.“
CRAIG FISHERDIRECTOR OF HEALTH, SAFETY, AND ENVIRONMENT
Outcomes
JSA coverage is one of the biggest indicators that TrueContext delivered on its promise. The easy-to-use, streamlined documents, along with the form dispatch feature, dramatically increased completion rates to over 95% in the shop and around 70% in the field, a significant leap from the previous in-field figure of 5%.
It is not just the volume and speed at which JSAs are completed, but also the quality of the information recorded in those documents. With continued emphasis, oversight, and training, technicians are performing their job hazard assessments as required, prior to the jobs commencing, instead of filling out forms after the fact. This has led to more comprehensive job planning and an increased focus on safety.
High adoption, owing to the platform’s ease of use, has directly translated into more visible business impacts. More technicians are using TrueContext because they see the value it provides in streamlining their work. That, combined with the technicians’ participation in creating the solution, has led to higher engagement across all locations. “A culture shift is occurring and the technology is helping make it happen. I can also delegate platform management tasks to regional coordinators familiar with the system, such as onboarding new users and further streamlining workflows based on technician feedback,” Craig added. Here, the solution is helping turn his conceptual vision into a shared and practiced culture.
The procedures were put in place to elevate the overall safety of Louisiana CAT’s operations. Craig notes a comprehensive and consistent increase in safety, as evidenced by the Total Recordable Incident Rate (TRIR). Not only has the rate improved, but the severity of the incidents which have occurred has decreased. Currently, the customer’s OSHA TRIR is at 0.4, whereas the North American Heavy Equipment category average is 2.6. Among North American CAT dealers, the target is a TRI rate of 0.8 and the 2023 average was 1.1.
Future Outlook
While TrueContext is exclusively being used on the service and rental side, there are plans to scale it to other functions of the business, such as parts, machine inspections, and training – without incurring additional costs. New workflows are being explored, including incident investigation and near-miss reporting. Buy-in across the field force has additionally empowered users to request new functionality to cover more of their day-to-day processes within one app.
The outlook is singularly focused on plugging the system into Salesforce once the internal team has built and configured the platform for their needs. This integration would enable Louisiana CAT to truly expand their digital ecosystem for better analytics. Data integrity would get an even bigger improvement as information is pulled straight from Salesforce and validated on the spot. The workflows would be pre-populated containing work order and asset data, safety and compliance mandates, and other critical information to streamline work.
In terms of achieving a completely traceable safety trail, JSAs could be exported into Salesforce containing GPS data from field vehicles and tied to the work order as well as the technician. “This will really tighten the data that we have, streamlining data entry and drastically improving accuracy,” Craig explained. Another example would be in the event of workplace injury. Craig’s team can perform a deeper investigation by going through JSA records and getting a better sense of why the incident happened. They can pull the history and understand whether it’s an accident that could not have been prevented or an inevitable result of a pervasive safety issue in certain field teams.
picture_as_pdf
Download thiscase study
Results
Doubled JSA coverage to 95%
Improved safety data quality and traceability
Savings in paper and logistics costs by digitizing 250+ daily JSAs
TRIR well ahead of US national average
About Louisiana CAT
Louisiana CAT has been proud to represent Caterpillar® for four continuous generations in the state of Louisiana.  The company strives to be the leader in the markets they serve by offering superior value and an exceptional customer experience. Founded as a levee contractor in 1928 on the banks of the Mississippi River in Tallulah, Louisiana Tractor and Equipment Company became the first Caterpillar dealer in the state by 1933.  The history of the company is one of continuity. From 1928 to the present day operations of Louisiana CAT, they have believed in focusing on the needs of customers and satisfying them completely. Today, the company has locations across Louisiana and the Gulf Coast and continues to focus on the needs of customers in the diverse equipment markets throughout Louisiana as well as the engine markets worldwide. With a highly skilled workforce, Louisiana CAT faces the challenge of meeting the needs of a booming industry.
For Louisiana CAT, safety is a company value, not a business priority. While priorities change, values are intrinsic to the organization. As the statewide dealer of CAT equipment, parts and service, the company has a diverse marketplace with demand for nearly every CAT product application – requiring its technicians to encounter occupational hazards daily.
Director of Health, Safety, and Environmental Craig Fisher understands the importance of the daily job safety analyses (JSA) in the planning and mitigation of risk to his field teams and has been a strong advocate since he started with the company.
Challenges
Louisiana CAT managed JSAs through a largely paper-based process. This meant that technicians would fill out a piece of paper on site and submit it to their supervisor for review. Shop leads would have to review and scan these documents individually to file in their HSE management platform. While a critical part of the job, JSAs were tedious for both technicians and supervisors. Technicians were becoming more adept at typing rather than writing, so many found them difficult to fill out. The growing volume – 250 JSAs on a typical day – was also a challenge to review, manage, and refer to should the need arise with limited supervisory staff. This resulted in completion rates that were less than ideal – roughly 50% at the shop and 5% in the field.
JSAs, along with safety observation cards, all had to be printed on paper and transported from site to shop in order to get entered into the system, creating significant material, logistics, and labor costs by the time the safety documents reached their final destination.
The company decided to digitize its critical JSA process and address the immediate gaps. While this helped in that specific area, eliminating their dependence on paper, and everything it entailed, it offered limited opportunities for scalability across other areas of the business. Louisiana CAT quickly outgrew the solution as the needs of the business evolved. Workflow automation and platform integration were no longer viewed as future projects in the pipeline, they were immediate needs for the organization.
Salesforce integration, in particular, was a key consideration for their next platform and hence became the reason the company chose TrueContext. The goal was to have visibility and the ability to review JSAs, both in the shops and field, in real time while streamlining and simplifying the process for the employees.
Solution
TrueContext worked with Craig and his team to develop a solution that will not only elevate the way they approached safety documentation and management but also open doors for data consolidation across this specific practice within the organization. With a tight timeframe of six weeks to set up and deploy the system, the team rolled out the app to Louisiana CAT’s close to 400 technicians, shop leads, and managers to handle up to 15 different safety documents.
“It wouldn’t have been possible without the high level of customer service that TrueContext delivered,” Craig explained. “I understand that it was an extremely complicated system that we were trying to build, with many different types of safety documentation. The implementation team met or exceeded all deadlines set, and they deserve all the praise for making it happen. What had previously taken four months utilizing our previous solution took TrueContext six weeks to build and deploy. They fully streamlined the design and rollout – and we did not hit any of the snags that we expected as we were planning it,” he added.
“The implementation team met or exceeded all deadlines set, and they deserve all the praise for making it happen. What had previously taken six months in our old solution took TrueContext six weeks to deploy.“
CRAIG FISHERDIRECTOR OF HEALTH, SAFETY, AND ENVIRONMENT
Outcomes
JSA coverage is one of the biggest indicators that TrueContext delivered on its promise. The easy-to-use, streamlined documents, along with the form dispatch feature, dramatically increased completion rates to over 95% in the shop and around 70% in the field, a significant leap from the previous in-field figure of 5%.
It is not just the volume and speed at which JSAs are completed, but also the quality of the information recorded in those documents. With continued emphasis, oversight, and training, technicians are performing their job hazard assessments as required, prior to the jobs commencing, instead of filling out forms after the fact. This has led to more comprehensive job planning and an increased focus on safety.
High adoption, owing to the platform’s ease of use, has directly translated into more visible business impacts. More technicians are using TrueContext because they see the value it provides in streamlining their work. That, combined with the technicians’ participation in creating the solution, has led to higher engagement across all locations. “A culture shift is occurring and the technology is helping make it happen. I can also delegate platform management tasks to regional coordinators familiar with the system, such as onboarding new users and further streamlining workflows based on technician feedback,” Craig added. Here, the solution is helping turn his conceptual vision into a shared and practiced culture.
The procedures were put in place to elevate the overall safety of Louisiana CAT’s operations. Craig notes a comprehensive and consistent increase in safety, as evidenced by the Total Recordable Incident Rate (TRIR). Not only has the rate improved, but the severity of the incidents which have occurred has decreased. Currently, the customer’s OSHA TRIR is at 0.4, whereas the North American Heavy Equipment category average is 2.6. Among North American CAT dealers, the target is a TRI rate of 0.8 and the 2023 average was 1.1.
Future Outlook
While TrueContext is exclusively being used on the service and rental side, there are plans to scale it to other functions of the business, such as parts, machine inspections, and training – without incurring additional costs. New workflows are being explored, including incident investigation and near-miss reporting. Buy-in across the field force has additionally empowered users to request new functionality to cover more of their day-to-day processes within one app.
The outlook is singularly focused on plugging the system into Salesforce once the internal team has built and configured the platform for their needs. This integration would enable Louisiana CAT to truly expand their digital ecosystem for better analytics. Data integrity would get an even bigger improvement as information is pulled straight from Salesforce and validated on the spot. The workflows would be pre-populated containing work order and asset data, safety and compliance mandates, and other critical information to streamline work.
In terms of achieving a completely traceable safety trail, JSAs could be exported into Salesforce containing GPS data from field vehicles and tied to the work order as well as the technician. “This will really tighten the data that we have, streamlining data entry and drastically improving accuracy,” Craig explained. Another example would be in the event of workplace injury. Craig’s team can perform a deeper investigation by going through JSA records and getting a better sense of why the incident happened. They can pull the history and understand whether it’s an accident that could not have been prevented or an inevitable result of a pervasive safety issue in certain field teams.
Johnson Controls empowers 7,000+ technicians
Find out how they fundamentally changed how they do business.
Watch Video
Global company reduces admin burden
See how a global company moved away from spreadsheets.
Read Story
FLNG facility realizes 332% ROI
Discover how this energy facility eliminated paper forms.
Read Story
VIEW ALL RESOURCES
Still have questions?
Book a 15-minute chat to learn how you can make TrueContext work for you.
First NameLast NameCompanyPhoneEmailI agree to the TrueContext Privacy Policy.I agree to receive information regarding TrueContext and its products, and any other marketing communications by email (optional).Are you human?
By submitting this form, you agree to our privacy policy.
LinkedIn
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YouTube
Capabilities
Low-Code App Platform
Multi-Language
Integrations
Professional Services
White Label
Field Service Management
Solutions
Enterprise
Installation
Maintenance & Repair
Inspections & Compliance
Environment, Health & Safety
Support
Knowledge Base
Product Documentation
Service Status
Contact support
Explore
Blog
University
Resource Library
Community
Company
About Us
Careers
Newsroom
Partnerships
Copyright © 2024 TrueContext Corporation.
Privacy Policy
Terms of Use
Patents & Trademarks
Accessibility

Please enter a review.

Password

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Join our Live Demo Webinars hosted every Wednesday.    Register Now.
Ingersoll Rand increases productivity and service quality
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REQUEST A TRIAL
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Get a Demo
west
Why TrueContext
Field Service App Platform
Adapt, automate, and transform your field operation
Advanced Automation
Double the productivity, half the effort
Connected Data
Break down data silos across your business
Compliance & Security
A platform that meets your IT requirements
Capabilities
Workflow Creation
Built for complex field environments
Mobile App
Equip your teams anywhere and in any language
Reporting & Analytics
Visibility now, predictability for tomorrow
Integrations
ServiceNow
Salesforce
ServiceMax
Microsoft
API Integrations
More…
west
Use Cases
Installation
More assets in less time with guided workflows
Maintenance & Repair
Improve asset uptime with predictive maintenance
Inspections & Compliance
Optimize your operational excellence
Environment, Health & Safety
Protect workers, the public, and the environment
Industries
Industrial Equipment
Power asset performance and human safety
Medical Equipment
Precision for sophisticated instrumentation
Oil & Gas
Operational excellence across the energy stream
Field Service
Break new ground in productivity, quality, and safety
west
Explore
Customer Stories
TrueContext applied in enterprise environments
Professional Services
Digitization at speed and at scale
Events
Explore emerging trends with us at upcoming events
Blog
Stories and insights from the field
Learn
Knowledge Base
Answers to the most common product questions
Product Documentation
TrueContext features, usage, and technical details
TrueContext University
Hands-on training to optimize your deployment
Resource Library
Content for your industry and application
Connect
Community
Collaborate with industry peers
Contact Support
Having trouble? Ask our product support team
Talk to Sales
See how TrueContext can help your business
Customer Story
Ingersoll Rand increases productivity and service quality
picture_as_pdf
Download thiscase study
Business Goals
17.75 hours saved on each monthly report
Intuitive forms helped to mobilize processes
Increased productivity & accountability of area managers
Outcomes & Results
$48,818 saved each year
Increased employee efficiency due to improved process and accuracy
Increased customer satisfaction due to reformed communication with field employees
The Challenge
Ingersoll Rand have 50 Service Engineers and 14 Installation Engineers who carry out reactive and planned preventative maintenance of all Ingersoll Rand automatic door systems. With 14,000 managed assets across the UK and the installation of approx. 150 new systems every month, the Service Engineers play an integral role within the company. Major clients include Sainsbury’s, Marks & Spencer, Home Retail Group, Aldi, Primark and many more.
Before using TrueContext from ILG Business, the Service Engineers had many paper-based processes, which they carried out on a day-to-day basis. This included completing the relevant duplicate form and using a variety of duplicate pads to cover all aspects of the process. The Engineers were then expected to post a copy of all the relevant forms to Head Office for processing. Each job was issued by text and the location of the Engineer was dependent on them contacting and asking the individuals for the details. Manual storage processes included scanning of paperwork and then attaching the scanned copy to the service request.
The Solution
As the UK’s sole agent for TrueContext, ILG Business was the perfect partner for Ingersoll Rand for many reasons. TrueContext is infinitely configurable which allows for continual improvements and updates to be made which makes this solution the ideal fit. ILG Business are the full service provider for TrueContext and past experience shows that there is a greater accountability risk when a combination of providers are involved. TrueContext is D&B checked and allows for encrypted transactions, which means it is an extremely stable and reliable solution to use. With proven fleet management experience, ILG Business was able to provide Ingersoll Rand with security, access and response.
The Benefits
The equipment and software has been well received by Engineers and functions reliably from day to day. The transmission of documents is robust and Ingersoll Rand have not lost a single document since using TrueContext. Employee engagement as a result of improved communication has been tremendous and the 50 engineers feel more integrated with the rest of Ingersoll Rand.
Not only has TrueContext saved Ingersoll Rand money, it has also improved customer satisfaction due to improved revisit planning, enhanced employee engagement and reformed communication with field based employees. Engineer efficiency has also been boosted due to improved process and accuracy.
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Business Goals
17.75 hours saved on each monthly report
Intuitive forms helped to mobilize processes
Increased productivity & accountability of area managers
Outcomes & Results
$48,818 saved each year
Increased employee efficiency due to improved process and accuracy
Increased customer satisfaction due to reformed communication with field employees
The Challenge
Ingersoll Rand have 50 Service Engineers and 14 Installation Engineers who carry out reactive and planned preventative maintenance of all Ingersoll Rand automatic door systems. With 14,000 managed assets across the UK and the installation of approx. 150 new systems every month, the Service Engineers play an integral role within the company. Major clients include Sainsbury’s, Marks & Spencer, Home Retail Group, Aldi, Primark and many more.
Before using TrueContext from ILG Business, the Service Engineers had many paper-based processes, which they carried out on a day-to-day basis. This included completing the relevant duplicate form and using a variety of duplicate pads to cover all aspects of the process. The Engineers were then expected to post a copy of all the relevant forms to Head Office for processing. Each job was issued by text and the location of the Engineer was dependent on them contacting and asking the individuals for the details. Manual storage processes included scanning of paperwork and then attaching the scanned copy to the service request.
The Solution
As the UK’s sole agent for TrueContext, ILG Business was the perfect partner for Ingersoll Rand for many reasons. TrueContext is infinitely configurable which allows for continual improvements and updates to be made which makes this solution the ideal fit. ILG Business are the full service provider for TrueContext and past experience shows that there is a greater accountability risk when a combination of providers are involved. TrueContext is D&B checked and allows for encrypted transactions, which means it is an extremely stable and reliable solution to use. With proven fleet management experience, ILG Business was able to provide Ingersoll Rand with security, access and response.
The Benefits
The equipment and software has been well received by Engineers and functions reliably from day to day. The transmission of documents is robust and Ingersoll Rand have not lost a single document since using TrueContext. Employee engagement as a result of improved communication has been tremendous and the 50 engineers feel more integrated with the rest of Ingersoll Rand.
Not only has TrueContext saved Ingersoll Rand money, it has also improved customer satisfaction due to improved revisit planning, enhanced employee engagement and reformed communication with field based employees. Engineer efficiency has also been boosted due to improved process and accuracy.
Johnson Controls empowers 7,000+ technicians
Find out how they fundamentally changed how they do business.
Watch Video
Global company reduces admin burden
See how a global company moved away from spreadsheets.
Read Story
FLNG facility realizes 332% ROI
Discover how this energy facility eliminated paper forms.
Read Story
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Majan Electricity sparks productivity with TrueContext
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Double the productivity, half the effort
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Break down data silos across your business
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Equip your teams anywhere and in any language
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Installation
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Majan Electricity sparks productivity with TrueContext
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Download thiscase study
Business Goals
Uncover the causes of electricity losses
Quickly collect accurate meter readings
Significantly reduce data entry
Outcomes & Results
Accurate meter readings discovered causes of electricity losses
70% reduction in data entry personnel
The Challenge
Poor field data collection isn’t just an inconvenience. It doesn’t just stall productivity. It can also lead to loss of customer revenue.
Majan Electricity Company is a utility servicing 200,000 residential and commercial customers in northern Oman. The company was losing a significant portion of the electricity it was buying from generators and selling to its customers.
“A normal distribution system like ours would have electric losses between seven to eight per cent, maximum 10 per cent. In 2014, our overall losses were 14 per cent, and during summer 2015, our losses were somewhere near 20 per cent,” says Jonathan Wilks, Advisor of Regulatory Affairs.
MJEC’s Board of Directors mandated that Wilks’ department be brought in to discover why Majan was experiencing such heavy losses. The government regulators were also concerned at the high losses and were considering regulatory penalties.
“We were facing a situation where we might lose our license.”
Wilks’ team determined that the causes may have had to do with poor meter readings at customer locations, performed by company contractors.
Majan also faced problems on the administrative side. In a similar losses reduction inspection, 34,000 printed pages of inspection data flooded into the office for manual data entry and analysis. “Data entry was a nightmare,” says Wilks. Not only did it take a long time to enter all the data into the system, if meter data was missing from the paper forms, field workers had to return to sites to recapture the information. Due to paper-based processes, MJEC lost many man-hours on redundant field readings and could not leverage valuable revenue-earning data.
The Solution
Wilks turned to TrueContext, a sophisticated mobile solution that empowers organizations of all sizes to rapidly collect accurate and media-rich field data. Wilks looked into another mobile forms vendor, but decided that TrueContext was far more cost-effective. “TrueContext included an unlimited number of form submissions at a set price, which made it very cost-effective for us,” says Wilks.
To uncover the performance shortfalls of the company’s contractors, Wilks had Majan employees follow contractors on their routes, using mobile devices to capture the same meter data they were capturing. The objective was to get a more complete picture of what caused the losses.
The Benefits
TrueContext helped reveal that of the 34,000 meters that Majan has to visit every two weeks, about 1,800 were tampered with by customers for purposes of theft; 1,300 could not be accessed as they were behind locked doors; and 400 were damaged. Also, Majan discovered that some of the meter readers were manipulating the readings to benefit the customers. All these problems were contributing to the substantial losses the company was experiencing.
It was TrueContext’s rich data capture features that helped Majan uncover the full story. Field workers can provide in-depth details about the meters via comments and photo capture – information that Majan’s contractors hadn’t been recording.
The old paper-based process required contractors to manually jot down meter readings, a process vulnerable to frequent entry errors. If even a single digit is off, the reading is useless. With the new system, if a form includes a wrong reading, Majan can simply pull up a photo of the meter and rectify the mistake rather than drive back to the meter.
“Rather than spending our time on data entry, we now spend our time on data analysis.”
JONATHAN WILKS, ADVISOR OF REGULATORY AFFAIRS
TrueContext has also improved the efficiency of operations back at the office. Before going mobile, Majan had up to 20 employees doing data entry tasks, but after deploying the TrueContext solution, only six people were required – freeing up a significant amount of internal resources. Within a month’s time, Majan processed all its meter readings using the TrueContext solution.
Wilks plans to expand TrueContext to other regions within Majan’s service territory. He is also looking to harness the solution for different use cases, such as safety and equipment inspections and meter replacement. “There’s a lot of different forms we can use it for.”.
picture_as_pdf
Download thiscase study
Business Goals
Uncover the causes of electricity losses
Quickly collect accurate meter readings
Significantly reduce data entry
Outcomes & Results
Accurate meter readings discovered causes of electricity losses
70% reduction in data entry personnel
The Challenge
Poor field data collection isn’t just an inconvenience. It doesn’t just stall productivity. It can also lead to loss of customer revenue.
Majan Electricity Company is a utility servicing 200,000 residential and commercial customers in northern Oman. The company was losing a significant portion of the electricity it was buying from generators and selling to its customers.
“A normal distribution system like ours would have electric losses between seven to eight per cent, maximum 10 per cent. In 2014, our overall losses were 14 per cent, and during summer 2015, our losses were somewhere near 20 per cent,” says Jonathan Wilks, Advisor of Regulatory Affairs.
MJEC’s Board of Directors mandated that Wilks’ department be brought in to discover why Majan was experiencing such heavy losses. The government regulators were also concerned at the high losses and were considering regulatory penalties.
“We were facing a situation where we might lose our license.”
Wilks’ team determined that the causes may have had to do with poor meter readings at customer locations, performed by company contractors.
Majan also faced problems on the administrative side. In a similar losses reduction inspection, 34,000 printed pages of inspection data flooded into the office for manual data entry and analysis. “Data entry was a nightmare,” says Wilks. Not only did it take a long time to enter all the data into the system, if meter data was missing from the paper forms, field workers had to return to sites to recapture the information. Due to paper-based processes, MJEC lost many man-hours on redundant field readings and could not leverage valuable revenue-earning data.
The Solution
Wilks turned to TrueContext, a sophisticated mobile solution that empowers organizations of all sizes to rapidly collect accurate and media-rich field data. Wilks looked into another mobile forms vendor, but decided that TrueContext was far more cost-effective. “TrueContext included an unlimited number of form submissions at a set price, which made it very cost-effective for us,” says Wilks.
To uncover the performance shortfalls of the company’s contractors, Wilks had Majan employees follow contractors on their routes, using mobile devices to capture the same meter data they were capturing. The objective was to get a more complete picture of what caused the losses.
The Benefits
TrueContext helped reveal that of the 34,000 meters that Majan has to visit every two weeks, about 1,800 were tampered with by customers for purposes of theft; 1,300 could not be accessed as they were behind locked doors; and 400 were damaged. Also, Majan discovered that some of the meter readers were manipulating the readings to benefit the customers. All these problems were contributing to the substantial losses the company was experiencing.
It was TrueContext’s rich data capture features that helped Majan uncover the full story. Field workers can provide in-depth details about the meters via comments and photo capture – information that Majan’s contractors hadn’t been recording.
The old paper-based process required contractors to manually jot down meter readings, a process vulnerable to frequent entry errors. If even a single digit is off, the reading is useless. With the new system, if a form includes a wrong reading, Majan can simply pull up a photo of the meter and rectify the mistake rather than drive back to the meter.
“Rather than spending our time on data entry, we now spend our time on data analysis.”
JONATHAN WILKS, ADVISOR OF REGULATORY AFFAIRS
TrueContext has also improved the efficiency of operations back at the office. Before going mobile, Majan had up to 20 employees doing data entry tasks, but after deploying the TrueContext solution, only six people were required – freeing up a significant amount of internal resources. Within a month’s time, Majan processed all its meter readings using the TrueContext solution.
Wilks plans to expand TrueContext to other regions within Majan’s service territory. He is also looking to harness the solution for different use cases, such as safety and equipment inspections and meter replacement. “There’s a lot of different forms we can use it for.”.
Johnson Controls empowers 7,000+ technicians
Find out how they fundamentally changed how they do business.
Watch Video
Global company reduces admin burden
See how a global company moved away from spreadsheets.
Read Story
FLNG facility realizes 332% ROI
Discover how this energy facility eliminated paper forms.
Read Story
VIEW ALL RESOURCES
Still have questions?
Book a 15-minute chat to learn how you can make TrueContext work for you.
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Obayashi improves compliance reporting
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Why TrueContext
Field Service App Platform
Adapt, automate, and transform your field operation
Advanced Automation
Double the productivity, half the effort
Connected Data
Break down data silos across your business
Compliance & Security
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Capabilities
Workflow Creation
Built for complex field environments
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Equip your teams anywhere and in any language
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Visibility now, predictability for tomorrow
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west
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Installation
More assets in less time with guided workflows
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Improve asset uptime with predictive maintenance
Inspections & Compliance
Optimize your operational excellence
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Protect workers, the public, and the environment
Industries
Industrial Equipment
Power asset performance and human safety
Medical Equipment
Precision for sophisticated instrumentation
Oil & Gas
Operational excellence across the energy stream
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Break new ground in productivity, quality, and safety
west
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TrueContext applied in enterprise environments
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Obayashi improves compliance reporting
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Download thiscase study
Business Goals
Meet health and safety requirements
Effectively communicate critical health and safety data
Accelerate incident report processing time
Outcomes & Results
Over 12 form types mobilized, and growing
Over 30 hrs/month of data entry eliminated
1-hour incident report processing
The Challenge
The Crosstown Transit Constructors project is a joint venture of four Canadian and American construction firms, lead by Obayashi. Its goal is to complete the western contract for the Eglinton Crosstown Extension LRT for the city of Toronto, to expand the city’s subway system.
This extensive construction project is one with high health and safety requirements, including the undertaking of regular construction audits and adherence to stringent regulations.
Featuring close to 300 employees (including subcontractors), the Crosstown project uses over a dozen types of critical forms that field workers must fill out. Thus, according to Christina Lindstrom, the Crosstown project’s Health and Safety Manager, the communication of information is a key challenge.
“We began the old-fashioned way, with paper forms in the field, for everything from safety site checklists to surface engineering reports. But we knew there had to be a more efficient and effective way of communicating this data.”
The Solution
Through research and due diligence, the Crosstown project leads decided on mobile forms from ProntoForms to speed up business processes and increase productivity.
ProntoForms is a mobile form application and platform for smartphones and tablets that allows media rich data to be collected on the job site – no matter where it may be. Users fill out forms on mobile devices, capturing text, signatures, photos (with the ability to sketch on an image), bar/QR codes, GPS and time stamps, and more.
Users can also access key back-office data within forms (ex. parts or client information). Once complete, forms can be sent to a variety of destinations, including back-office systems such as Oracle or SAP and cloud services such as SharePoint, Dropbox and Google Sheets.
“We tested out ProntoForms and liked it right away. It was easy to see the value in mobilizing our forms in the field. We began our ProntoForms rollout with approximately 15 users on iPhones and iPads, with plans to expand use.”
The Benefits
Several of the ProntoForms features have proven to be invaluable to the data collection process, including offline functionality and photo capture.
“We use iPads in the field and underground, so the ability of the ProntoForms application to function without network connectivity is huge for us. Our field staff fill out mobile forms. Then, once connectivity is established, the forms are sent from the App’s outbox.”
“Previously, paper forms would eventually make their way back to me. I would then have to review them for errors and perform time-consuming data entry or scanning.”
“Before, the process could take up to five days. Now, forms are dispatched to all of management via ProntoForms and the whole process takes an hour.“
CHRISTINA LINDSTRM, HEALTH & SAFETY MANAGER, CROSSTOWN/OBAYASHI
“The success of the mobile form deployment has management looking at other processes in which ProntoForms can be deployed.
“In an industry where safeguarding employees and the job site is paramount, ProntoForms has greatly helped to streamline and speed up our health and safety data collection and reporting.”
picture_as_pdf
Download thiscase study
Business Goals
Meet health and safety requirements
Effectively communicate critical health and safety data
Accelerate incident report processing time
Outcomes & Results
Over 12 form types mobilized, and growing
Over 30 hrs/month of data entry eliminated
1-hour incident report processing
The Challenge
The Crosstown Transit Constructors project is a joint venture of four Canadian and American construction firms, lead by Obayashi. Its goal is to complete the western contract for the Eglinton Crosstown Extension LRT for the city of Toronto, to expand the city’s subway system.
This extensive construction project is one with high health and safety requirements, including the undertaking of regular construction audits and adherence to stringent regulations.
Featuring close to 300 employees (including subcontractors), the Crosstown project uses over a dozen types of critical forms that field workers must fill out. Thus, according to Christina Lindstrom, the Crosstown project’s Health and Safety Manager, the communication of information is a key challenge.
“We began the old-fashioned way, with paper forms in the field, for everything from safety site checklists to surface engineering reports. But we knew there had to be a more efficient and effective way of communicating this data.”
The Solution
Through research and due diligence, the Crosstown project leads decided on mobile forms from ProntoForms to speed up business processes and increase productivity.
ProntoForms is a mobile form application and platform for smartphones and tablets that allows media rich data to be collected on the job site – no matter where it may be. Users fill out forms on mobile devices, capturing text, signatures, photos (with the ability to sketch on an image), bar/QR codes, GPS and time stamps, and more.
Users can also access key back-office data within forms (ex. parts or client information). Once complete, forms can be sent to a variety of destinations, including back-office systems such as Oracle or SAP and cloud services such as SharePoint, Dropbox and Google Sheets.
“We tested out ProntoForms and liked it right away. It was easy to see the value in mobilizing our forms in the field. We began our ProntoForms rollout with approximately 15 users on iPhones and iPads, with plans to expand use.”
The Benefits
Several of the ProntoForms features have proven to be invaluable to the data collection process, including offline functionality and photo capture.
“We use iPads in the field and underground, so the ability of the ProntoForms application to function without network connectivity is huge for us. Our field staff fill out mobile forms. Then, once connectivity is established, the forms are sent from the App’s outbox.”
“Previously, paper forms would eventually make their way back to me. I would then have to review them for errors and perform time-consuming data entry or scanning.”
“Before, the process could take up to five days. Now, forms are dispatched to all of management via ProntoForms and the whole process takes an hour.“
CHRISTINA LINDSTRM, HEALTH & SAFETY MANAGER, CROSSTOWN/OBAYASHI
“The success of the mobile form deployment has management looking at other processes in which ProntoForms can be deployed.
“In an industry where safeguarding employees and the job site is paramount, ProntoForms has greatly helped to streamline and speed up our health and safety data collection and reporting.”
Johnson Controls empowers 7,000+ technicians
Find out how they fundamentally changed how they do business.
Watch Video
Global company reduces admin burden
See how a global company moved away from spreadsheets.
Read Story
FLNG facility realizes 332% ROI
Discover how this energy facility eliminated paper forms.
Read Story
VIEW ALL RESOURCES
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Book a 15-minute chat to learn how you can make TrueContext work for you.
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Why TrueContext
Field Service App Platform
Adapt, automate, and transform your field operation
Advanced Automation
Double the productivity, half the effort
Connected Data
Break down data silos across your business
Compliance & Security
A platform that meets your IT requirements
Capabilities
Workflow Creation
Built for complex field environments
Mobile App
Equip your teams anywhere and in any language
Reporting & Analytics
Visibility now, predictability for tomorrow
Integrations
ServiceNow
Salesforce
ServiceMax
Microsoft
API Integrations
More…
west
Use Cases
Installation
More assets in less time with guided workflows
Maintenance & Repair
Improve asset uptime with predictive maintenance
Inspections & Compliance
Optimize your operational excellence
Environment, Health & Safety
Protect workers, the public, and the environment
Industries
Industrial Equipment
Power asset performance and human safety
Medical Equipment
Precision for sophisticated instrumentation
Oil & Gas
Operational excellence across the energy stream
Field Service
Break new ground in productivity, quality, and safety
west
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TrueContext applied in enterprise environments
Professional Services
Digitization at speed and at scale
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ROI Report
TrueContext empowers digital transformation for PrimeLine Utility Services
Unlocking Operational Excellence: PrimeLine’s Field Service Transformation
The utilities industry places great importance on maintaining operational excellence and ensuring the safety of technicians throughout all stages of the energy stream. PrimeLine Utility services, a company with over 50 facilities and an annual revenue of almost $600 million, required a solution for submitting precise safety data on time to avoid incurring fines from regulatory agencies and putting their existing contracts as well as potential opportunities at risk.
Discover how you can:
Unlock 1,228% ROI: Discover how digitizing and centralizing form management can yield an extraordinary ROI, offering a roadmap for achieving operational excellence in record time.
Master Compliance and Customer Retention: Learn actionable strategies for improving compliance and customer satisfaction, preserving at-risk contracts, and significantly boosting annual revenue.
Democratize Organizational Agility: Gain insights into empowering subsidiaries or teams to self-manage workflows, enabling rapid response to customer needs and opening new avenues for business growth.
Unlocking Operational Excellence: PrimeLine’s Field Service Transformation
The utilities industry places great importance on maintaining operational excellence and ensuring the safety of technicians throughout all stages of the energy stream. PrimeLine Utility services, a company with over 50 facilities and an annual revenue of almost $600 million, required a solution for submitting precise safety data on time to avoid incurring fines from regulatory agencies and putting their existing contracts as well as potential opportunities at risk.
Discover how you can:
Unlock 1,228% ROI: Discover how digitizing and centralizing form management can yield an extraordinary ROI, offering a roadmap for achieving operational excellence in record time.
Master Compliance and Customer Retention: Learn actionable strategies for improving compliance and customer satisfaction, preserving at-risk contracts, and significantly boosting annual revenue.
Democratize Organizational Agility: Gain insights into empowering subsidiaries or teams to self-manage workflows, enabling rapid response to customer needs and opening new avenues for business growth.
Johnson Controls empowers 7,000+ technicians
Find out how they fundamentally changed how they do business.
Watch Video
Global company reduces admin burden
See how a global company moved away from spreadsheets.
Read Story
FLNG facility realizes 332% ROI
Discover how this energy facility eliminated paper forms.
Read Story
VIEW ALL RESOURCES
Still have questions?
Book a 15-minute chat to learn how you can make TrueContext work for you.
First NameLast NameCompanyPhoneEmailI agree to the TrueContext Privacy Policy.I agree to receive information regarding TrueContext and its products, and any other marketing communications by email (optional).Are you human?
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Summerhill increases productivity and reduces costs
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west
Why TrueContext
Field Service App Platform
Adapt, automate, and transform your field operation
Advanced Automation
Double the productivity, half the effort
Connected Data
Break down data silos across your business
Compliance & Security
A platform that meets your IT requirements
Capabilities
Workflow Creation
Built for complex field environments
Mobile App
Equip your teams anywhere and in any language
Reporting & Analytics
Visibility now, predictability for tomorrow
Integrations
ServiceNow
Salesforce
ServiceMax
Microsoft
API Integrations
More…
west
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Customer Story
Summerhill increases productivity and reduces costs
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Business Goals
Reduce time spent filling in forms
Save money on paper forms
Become more efficient at field data collection
Outcomes & Results
Better and faster data analysis
80% cost reduction in forms per month
Elimination of manual data entry
The Challenge
Summerhill regularly conducts energy building audits to identify a variety of energy inefficiencies and the current process requires heavy documentation and recording of all of the elements associated with new product installations.
Previously, this process involved separately filling out paper forms and taking photos. This offline data would then have to be manually entered into the company’s back office system, a lengthy task for each field rep. “We realized that our field reps were spending large amounts of time filling out paper forms and entering information into our databases, and that we had to make a change,” explains Jonathan Hudson, Program Manager for Summerhill.
As a firm carrying out the mandate set forth by Efficiency Nova Scotia, Summerhill needed to become more efficient and organized with field data collection.
The Solution
The company researched e-forms and other options, finally settling on wireless carrier Bell’s recommendation of TrueContext. The leading mobile form solution for improving business process efficiency and saving on operational costs, TrueContext mobile forms include dynamic data capture features and a multitude of data connectivity options.
Form features from TrueContext allow Summerhill’s field reps to collect information in a more complete and orderly fashion. Each form can include client signatures, uploaded photos and even automatic quote calculations.
The Benefits
Upon deployment of TrueContext, the ROI was apparent immediately.
“We did a cost benefit analysis on TrueContext and it was easy to see the benefits to our bottom line. The old paper form process was costing us approximately $100 per month per field rep. Now, according to the numbers, each month, TrueContext pays for itself in the first week.”
On average, field reps were spending two hours a night entering data onto the computer, a requirement that TrueContext has now eliminated.
“Now, according to the numbers, each month, ProntoForms pays for itself in the first week.“
JONATHAN HUDSON, PROGRAM MANAGER, SUMMERHILL
“With TrueContext, we have standardized the way that information is collected, submitted and entered into our system.”
As an added benefit, Hudson believes that the Summerhill team is now more on top of its business processes, able to better analyze data to discover trends and/or discrepancies faster.
picture_as_pdf
Download thiscase study
Business Goals
Reduce time spent filling in forms
Save money on paper forms
Become more efficient at field data collection
Outcomes & Results
Better and faster data analysis
80% cost reduction in forms per month
Elimination of manual data entry
The Challenge
Summerhill regularly conducts energy building audits to identify a variety of energy inefficiencies and the current process requires heavy documentation and recording of all of the elements associated with new product installations.
Previously, this process involved separately filling out paper forms and taking photos. This offline data would then have to be manually entered into the company’s back office system, a lengthy task for each field rep. “We realized that our field reps were spending large amounts of time filling out paper forms and entering information into our databases, and that we had to make a change,” explains Jonathan Hudson, Program Manager for Summerhill.
As a firm carrying out the mandate set forth by Efficiency Nova Scotia, Summerhill needed to become more efficient and organized with field data collection.
The Solution
The company researched e-forms and other options, finally settling on wireless carrier Bell’s recommendation of TrueContext. The leading mobile form solution for improving business process efficiency and saving on operational costs, TrueContext mobile forms include dynamic data capture features and a multitude of data connectivity options.
Form features from TrueContext allow Summerhill’s field reps to collect information in a more complete and orderly fashion. Each form can include client signatures, uploaded photos and even automatic quote calculations.
The Benefits
Upon deployment of TrueContext, the ROI was apparent immediately.
“We did a cost benefit analysis on TrueContext and it was easy to see the benefits to our bottom line. The old paper form process was costing us approximately $100 per month per field rep. Now, according to the numbers, each month, TrueContext pays for itself in the first week.”
On average, field reps were spending two hours a night entering data onto the computer, a requirement that TrueContext has now eliminated.
“Now, according to the numbers, each month, ProntoForms pays for itself in the first week.“
JONATHAN HUDSON, PROGRAM MANAGER, SUMMERHILL
“With TrueContext, we have standardized the way that information is collected, submitted and entered into our system.”
As an added benefit, Hudson believes that the Summerhill team is now more on top of its business processes, able to better analyze data to discover trends and/or discrepancies faster.
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