BACKGROUND & CHALLENGE
An Oil Field Services company was having issues with their current manual work order process to properly document and assign equipment to be repaired.
Due to the manual process, they were entering the same information 3 (three times)…
- Handwritten on a paper form
- Excel spreadsheet
- CRM/Billing system
APPROACH & SOLUTION
We did a deep dive into their service & repair business from end-to-end to fully understand and document their process.
We identified all critical path items as well as gaps/redundancies in their current process.
From there we designed a new process flow and identified an automation tool that would best meet their needs.
The new digitized process resulted in:
- Reduction in data entry time
- Data entered into 1 (one) system and flows to appropriate back-end CRM/Billing system
- Junior technician spends majority of time on revenue generating tasks
Read our Case Study to learn more!