Business challenges

Limited scalability: As a company grows, manual workforce management can become increasingly challenging, making it difficult to manage a larger workforce and handle a higher volume of tasks and data.

Lack of visibility: Without real-time updates and data, it can be difficult to keep track of the progress of field workers and ensure that tasks are completed on time.

Inaccurate data: Manually tracking service calls, trip logs, routes, orders, and invoices can lead to inaccuracies in data, which can impact decision making and profitability.

Poor communication: Communication between field workers and the office can be difficult, especially if the workers are in remote locations. This can lead to miscommunication, delays, and increased costs.

Difficulty tracking performance: Manually tracking performance and productivity can be challenging, making it difficult to evaluate and optimize performance and identify areas for improvement.

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Solution overview

OptiSol worked with a world-renowned independent service organization to develop a smart workforce management application.

The hybrid platform helps field engineers plan projects and manage their work assignments.

The application features service call monitoring, trip log management, route tracking, order and invoice management for improved decision-making.

The application allows field engineers to get assigned work info and accept with updating of ETA details and trip log (start time, breaks, and end time).

The application tracks and monitors field engineer locations based on customer site locations, using GPS to automatically detect and start timers for tracking start and end times.

Business Impact

Increased efficiency: Automated management of tasks, schedules, and invoicing can improve efficiency and reduce errors, freeing up time for other important tasks.

Improved visibility: Real-time updates and data provide greater visibility into field worker progress, allowing for better oversight and ensuring that tasks are completed on time.

Accurate invoicing: Automated tracking of hours worked and expenses incurred by field workers leads to more accurate invoicing, improving profitability and customer satisfaction.

Enhanced communication: Improved communication between field workers and the office, facilitated by the use of technology, reduces miscommunication, delays, and costs.

Better performance tracking: Automated performance tracking makes it easier to evaluate and optimize performance, identify areas for improvement, and make data-driven decisions.

Scalability: As a company grows, smart workforce management can handle a larger workforce and increased volume of tasks and data, improving scalability and supporting business growth.

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Tech Stack

Our Solution

The application allows field engineers to get assigned work info and accept with updating of ETA details and trip log (start time, breaks, and end time). Tracking and monitoring of Field Engineer’s location based on customer site location. Automatically detect location based on GPS and start a timer to track start and end time.

Tracking and monitoring of Field Engineer’s location based on customer site location. Automatically detect location based on GPS and start a timer to track start and end time

Trusted and Proven Engagement Model

A nondisclosure agreement (NDA) is signed to not disclose any sensitive information revealed over the course of doing business together.
Our NDA-driven process is established to keep clients’ data and IP safe and secure.

The solution discovery phase is all about knowing your target audience, writing down requirements, and creating a full scope for the project.
This helps clarify the goals, and limitations, and deliver quality products & services.

Our engagement model defines the project size, project development plan, duration, concept, POC etc.
Based on these scenarios, clients may agree to a particular engagement model (Fixed Bid, T&M, Dedicated Team).

The SOW document shall list details on project requirements, project management tools, tech stacks, deliverables, milestones, timelines, team size, hourly/monthly rate cards, billable hours and invoice details.

On signing the SOW, an official project kick-off meeting shall be initiated.
Our implementation approach, ecosystem, tools, solutions modelling, sprint plan, etc. shall be discussed during this meeting.

Business Value

Service call and request manager

The field engineers can view the field service calls and internal service calls. Along with option to update status

Parts and Possession manager

The user can view the parts and possession on stock and post request for the specified parts based on the customer needs

ETA and trip log

Option to set ETA and enter new trip log entry with the details like Date of services, start time, End, lunch and travel time.

Order Manager

FE user can manage their orders and view the order status. The order details such have the inputs on the part information and customer details

Automatic Geo detection and timer

The route starts travel time, as the user enters the specified site and monitors stop travel time, out to/back from lunch.

Notifications

Gets alert on new service request, order completion, new job, acceptation, order completion, timers, etc.

Our Award-Winning Team

A seasoned AI & ML team of young, dynamic and curious minds recognized with global awards for making significant impact on making human lives better

Awarded Bronze Trophy at CII National competition on Digitization, Robotics & Automation (DRA) – Industry 4.0

50+

AI & ML
Engineers

40+

AI & ML
Projects for
reputed Clients

5yrs

in AI & ML
Engineering

Awarded as Winner among 1000 contestants at TechSHack Hackathon

Related capabilities

Global-Enterprise-Mobility-Management-Market

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