THE PATH TO PAPER-FREE TIMESHEETS
DALYCOM INTEGRATES NEW APP WITH CRM SYSTEM TO SIGNIFICANTLY IMPROVE EFFICIENCY OF DATA RECORDING
Dalycom is a provider of business communications and IT solutions. To log their work, Dalycom engineers and technicians previously used a paper-based timesheet system. This proved to be a time-consuming process and the company needed a faster, more efficient way of recording this information.
The company turned to the mobile app developer, Swipe & Tap to develop an app that would enable the recording of information online and automatically log it onto the company's Customer Relationship Management (CRM) system.
The Situation
A TIME-CONSUMING PAPER PROCESS
Dalycom employs five engineers who work on client's telecommunications and IT Services. The client is based around the country and so engineers are usually away from the office. They complete their paper timesheets at the end of each day, detailing which job they were working on, how long it had taken, how many miles they'd driven, and more.
The management team, including Chairman Matthew Daly, realised that the paper system resulted in a lot of work for both the engineers and the admin staff who had to log the information from the timesheets onto an Access database.
This was a time-consuming process and open to errors if timesheets were incomplete or inaccurate. The team decided that an electronic method of recording the data, which engineers could use easily while out of the office, as needed.
The Solution
SIMPLE DATA CAPTURE AND AUTOMATIC UPLOAD TO CRM
Matthew Daly had met Aaron from Swipe & Tap at previous business networking events and approached him about the need for an app. Swipe & Tap was able to build an app that not only recorded the engineers' data but also worked with Dalycom's existing CRM system.
Matthew commented: "The Swipe & Tap team were full of good ideas and really used their expertise and knowledge of similar apps to advise us. They understood the workflow and liaised with those who would be using the app and our CRM system to really get to grips with what we needed."
Swipe & Tap also enhanced the app by adding a feature where engineers could record their daily vehicle checks, if there are any defects, engineers can take a photo within the app and upload it, where it is then logged and action taken, if necessary. This means that faults can be dealt with quickly, potentially saving money on expensive repairs.
The Outcome
TIME SAVED AND ACCURACY IMPROVED
The engineers all use the app and it has made a big difference to the efficiency of the data recording process. The app is simple to use and much faster than handwriting all of the details. Customer/job details are already on the system, engineers simply select where they are and record the outcome and length of the job. Being able to record the information in real-time means increased accuracy of data and no lost information.
Customer Feedback
Matthew said: "The app has freed a lot of time - for both the engineers and the admin staff who had to log the information. The addition of the vehicle checks information has also made the process more efficient and means that we can catch faults before they become any worse.
"The whole process is now faster and more accurate and it integrates really well with the CRM system - all of the information is just uploaded automatically so that we can see at first glance who has done what, where, and for how long."
"The Swipe & Tap team were very patient and understanding. They offered advice on what would work and what wouldn't, based on their considerable knowledge and experience."