Excel Spreadsheet Conversion to SQL Reports

Spreadsheets are flexible, inexpensive and easy to use. They are especially handy when it comes to beating report submission deadlines or making impromptu data computations.

Unfortunately, organisations heavy reliance on spreadsheets have made these User Developed Applications (UDA) into high-risk office tools. Simple spreadsheet errors like leaving out a negative sign or a cut-and-paste mistake have already caused million-dollar discrepancies. Also, when a fraudulent employee enters into the picture, the risks become unimaginable.
Think TransAlta’s spreadsheet cut-and-paste glitch (the company later called this a ‘simple clerical error’) which caused the energy firm a whopping $24 million loss or Fidelity’s overstatement of its earnings owing to the omission of the minus sign on the spreadsheet of a $1.3 billion net capital loss.

Denizon can convert your Excel Spreadsheets to a web based SQL Server Reporting Services (SSRS). It does not import Excel data, rather it allows the creation and deployment of reports in a more efficient manner by querying the data.

So what is the problem with Spreadsheets?

Plagued with risk issues and vulnerable to fraud
Lacking in control features especially when copied, edited and emailed between many users
A burden to regulation compliance e.g. SOX (Sarbanes-Oxley)

Moreover:

Accidental copy-paste/Omission of a negative sign/Erroneous range selection
Incorrect data input or unintentional deletion of a character, cell, range, column, or row
Possibility of the user working on the wrong version
Prone to inconsistent company-wide reporting
Often ‘defenceless’ against unauthorised access

See Top 10 Disadvantages of Spreadsheets

What makes SQL Server Reporting Services better than Spreadsheets?

Free from spreadsheet risks & equipped with built-in controls that substantially reduce risks to data
Less prone to fraud
More suitable for regulatory compliance e.g. SOX
Designed for an agile business environment

Automatic consolidation eliminates errors and wasted time caused by tedious copy-pasting of data and linking of cells
Better collaboration capabilities allows team members to bring their heads together for planning, budgeting, and reporting even while on the go
Mobility support enables users to input data or retrieve information through their wireless mobile device

Superior sharing features ensures that everyone is exactly on the same page and viewing real-time information
Dashboards provide insightful information at-a-glance through KPIs, graphs, and various metrics
Drill-downs enable users to investigate unusual figures and gain a better understanding of the details that contribute to the big picture
Easy to learn interfaces allow your organisation to cope with fast personnel turnaround or Mergers & Acquisitions

Don’t know how to shift from Spreadsheets to SQL Server Reporting Services?

We’ve got the knowledge and expertise to assist you in:

Making a smooth and cost-efficient transition from risky spreadsheets to reliable reports
Designing and implementing SOX-compliant report-generating methods and procedures
Putting exposure to high-risk reporting methods a thing of the past

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Top 10 Benefits of Using a Field Service Automation Software

The Field Service Management (FSM) Software market is growing at rates never seen before if the recent statistics are anything to go by. According to the latest estimates, the FSM market is worth $3.5 billion and is expected to hit $5.9 billion by 2024.

It’s understandable why this is happening. Technology is advancing, and we all know it’s every entrepreneur?s dream to optimise the use of the available resources while guaranteeing customer satisfaction. If technology can deliver this through automation, why not? Every business now wants to automate things, and the focus is to maximise resource output. You should, therefore, not be surprised to see the FSM software industry booming. If you just considered the field service industry, you’ll realise that there are so many software applications to help with service automation, whether full or partial.

A good example is FieldElite , which helps with the management of field workers. From your desktop or the palm of your hands, on a tablet or smartphone, you can take full control of your field workers, manage scheduled jobs, and use maps to manage work assignments for the already dispatched field workers. Not only does FieldElite help you handle tasks in an accountable manner but also provides options for accounting and reports, all managed in an easy to use dashboard.

But why would organisations need to invest in a Workforce management app? Below are some of the key benefits of using a Field Service Management software.

Field Service Software: Improves Efficiency

Improved worker efficiency is one of the main advantages of field service software like FieldElite.

Most FSM software programs allow the administrator to send tasks directly to the field worker?s mobile. More often than not, the FSM software provides vital information, including service history, optimal route to the site, the tools required, and contact numbers, among other details.

This improves efficiency by ensuring that the client’s needs are taken care of promptly. Where it’s about machine maintenance, the downtime would be as short as possible.

Field Service Software: Enhances Professionalism

FSM software programs are known for ensuring professionalism in the manner in which business activities are conducted. Of course, professionalism is attained through several factors, including working with a team of professionals. Such a team, using FSM software, results in enhanced efficiency and excellence.

A field service software like FieldElite helps you to consolidate all your business information into a single central database. With different access levels, your employees will access only as much information as is relevant to their respective duties.

An FSM software is ideal because the stored information can be accessed from any location, meaning field workers can pick new tasks while in the field, provided they’ve got the requisite tools. Instead of having to come back to the office, the employee would access all the information and execute the necessary task.

Field Service Software: Enables Resource Optimization

Resource optimization is one of the key determinants of a company?s profitability. While businesses vary in size and purpose, they all share one thing in common ? the desire to increase productivity while ensuring the optimal usage of resources.

Besides productivity, field service software also allows for efficient utilization of the available resources to cut down on costs.

Field Service Software: Ensures Better Coordination

FSM software facilitates improved coordination with the workforce. The software streamlines the management of the entire field service life cycle, ranging from labour to work orders, returns, contracts, warranties, and equipment.

The idea is to bring all the company?s field-related operations to a central point. And now, with easy data accessibility from a central platform, improved coordination is easily achievable.

Field Service Software: Guarantees Higher Accuracy

Adopting the field service management software is more than just a way to improve efficiency. It goes a long way towards improving a company?s accuracy. When a field service management software is used to trace a company?s activities, all the tasks are tracked on the mobile device, keeping the managers informed of every step.

Besides, the technicians also have a free reign to record the diagnostics, quality information, test results, and the parts consumed. All the information can be captured using text, audio, videos, and still photos. This guarantees minimal to no instances of data manipulation.

Field Service Software: Improves Customer Satisfaction

Field service management software improves customer satisfaction. How does that happen? Well, using a field service software like FieldElite allows for quick response to customer queries. If there?s one thing that quickly turns your customers off, it’s delayed response to their requests. With the field service management software, however, you can respond to such requests quickly and effortlessly.

Moreover, your customers can also track the service engineer to ensure they’re well informed of any anticipated delays. With quick response time, customer machines have more reliable uptime, which is the desire of every client.

Field Service Software: Provides Flexibility

If there?s one thing that customers like when dealing with a company, it’s flexibility. Instinctively, customers will always want different options to choose from when using a service without appearing to be confined to one provision. Having limited options would also appear boring.

To this extent, it would be wiser to adopt advanced FSM software. Advanced FSM software is compatible with mobile phones, meaning users can easily manage their tasks from isolated locations. FSM software can either be device-agnostic or device-specific. The device-specific type supports Android, Windows, and Apple iOS. This guarantees mobile-friendly tasks where users can easily manage the assignments via mobile application..

Field Service Software: Stores Client History

The mentioned software stores client history precisely. All the past data, including order history, are stored separately and accurately. In so doing, the field technician gets easy access to the tools, specifications, and technician instructions that aid them in their operations. The result is increased productivity and on-time service delivery.

Field Service Software: Enables Asset Management

Naturally, companies offering different repair services have plenty of assets to store. Accordingly, retrieving a specific part out of the large collection would be daunting.

With a field service application like FieldElite, the staff members can track down all the products effortlessly using the GPS. Furthermore, the FSM software ensures excellent maintenance of assets.

Field Service Software: Improves Oversight of Field Workers

The FSM software comes with many useful tools, including a built-in GPS tracker. The GPS tracker oversees the operations of the on-field workers, providing precise details about their geographical location, actual arrival time, and most importantly, the distance from the job site.

While this might not be useful at all times, it comes in handy when you need to assign an urgent task to the nearby technician. Call it a classic example of dynamic scheduling.

Final Thoughts

With so much at stake, it’s increasingly compelling to include the Field Service Management Software in your business. With every industry moving towards automation, your business cannot afford to lag.

Quick and efficient service delivery through FSM software may be the difference between you and your competitors.

The FSM software is no longer the cherry on the cake but a must-have tool for your survival in the highly competitive market.

What are the benefits of digital forms data collection

Field Service Workers are regularly engaged to collect data or carry out inspections and assessments when visiting customer sites or remote area locations. The data collected by Field Service workers, will be used by businesses who will analyse, process and build reports based on the large volumes of data collected. The accuracy and reliability of data collected is vitally important. Traditionally businesses may have deployed mail surveys, telephone interviews, door-to-door surveys and interviews performed by Field Workers to collect data. Digital Transformation is gradually changing many business operations and a great deal of processes which were traditionally executed manually are now accomplished making use of digital methods. Technology is having a major impact not only how businesses research and analyse data, but primarily how data and information is collected. New tools and processes to data collection are improving data collection and analysis, leading to dramatic improvements and maximisation and optimisation of resources and operations. Utilising Digital Data Collection methods enables organisations to not only obtain results quicker but also use the data to make data based decisions faster.

What is a Digital Form?

Digital Forms, also known as Mobile Forms are electronic versions of paper forms that can be completed using:

Laptop
Tablet
Smart Phone
Any Mobile Device

Why Use Digital Forms ?

Digital forms can be a simple yet highly effective solution to overcome the challenges presented by paper based forms. Digital forms can be filled out directly using Smart phones and tablets in the field

When not connected to the internet or even low speed internet connections
When working in remote locations
To avoid damage, illegible handwriting or even lost and misplaced forms.

Digital forms can also include data validation logic to ensure field workers complete every form as expected and required, which will enforce and ensure data integrity . Field Service teams appreciate these features and help ensure the validity and accuracy of the data and insights they collect and can be confident regarding making business critical data based decisions. Data and Information collected using mobile forms can be accessible in near real-time, helps enable field teams to sidestep potential obstacles to productivity, and act on opportunities and increasing business agility.

Advantages of Digital Forms

Time and Cost Saving

Using Digital Forms instead of paper-based forms provides a significant impact on improving time and cost savings on printing, storing and distribution costs. Businesses also spend a significant amount of time and money in Administration and double data entry processes incurred by paper based forms. Transferring information from paper based surveys is an error prone process.

Digital Forms can save up to 20 man hours a week in administration costs
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Improve data accuracy

Digital Forms can auto-populate fields based on prior data entered and also enable field-level validation. Digital data collection also eliminated data entry errors and data loss. Additional data can also be automatically be gathered such as Username, Geo-location and Time & Date.

Real Time Reporting

The issue with Paper-based data collection is that there will always be a time lag before reports or decision can be made. With a digital platform, such as FieldElite – Mobile Workforce Management , data can be processed and analysed as it is collected. Providing data driven insights to provide proactive rather than reactive reports to improve and optimise operations in real time.

It’s time to go Digital Forms!

Data Collection using Digital Forms will propel your company into the future and transform your data collection, data entry and analysis providing accurate data driven insights in real time. Digital forms are also mobile-optimized, updated in real time, and accessible by multiple parties, eliminating unnecessary meetings and emails. If you have a business and still haven’t used digital forms to gather information, contact Denizon today to organise a Demo of FieldElite – Mobile Workforce Management and discover how we can help you to transform your Field Service Operations

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Increase Customer Loyalty with Field Service Management Software

One sure way to turn off customers is to give them a disappointing experience. It cuts across the board- from plumbing jobs, electrical installation and maintenance projects, window cleaning or repair, tenants in the property you’re managing, to package delivery firms. If your customers keep witnessing delays, cancelled appointments, to oversights like double booking which end up messing their individual schedules, they are likely to stop hiring your services and seek out a competitor.?

Field service jobs are particularly prone to such blunders, especially with the traditional manual way of doing things. While smartphones and computers have been infused into the day-to-day running of businesses, it is still common to find companies relying on manual processes to schedule their appointments, track the employees providing the services, monitor the progress of the jobs and ask for status updates, to managing inventory and invoices for completed tasks. This creates a major bottleneck in operations. The Small & Medium Business Trends Report, that took responses from nearly 500 SMB owners and leaders, showed that they spend an average of 23% of each workday manually inputting data. This is time that would have otherwise been spent tending to the customers? needs. It creates a backlog of tasks, forcing the customers to wait for longer to get their issues handled.?

The inefficiencies witnessed in these traditional methods led to the advent of field service business management software. These systems come in to optimise operations and enhance your service delivery. As a business, automating your scheduling, job tracking, routing procedures and handling the invoicing, all through a single platform, greatly reduces your workload. Managing inventory, communicating with your employees out in the field through handy apps on their phone, giving them access to a database of reports and notes on the various jobs they have been tasked with – these all aid in smoothing out the sorting of tasks, and gets rid of the mounds of paperwork that would have been required.?

From Your Customer’s Perspective

When you’re facing a plumbing leak at home, electrical faults that result in power outages in the office building, damaged gas boilers that are hampering operations in the industrial plants- you want them to be addressed. Homeowners, business owners and facility managers in these situations are anxious about getting the issue resolved- yet the firm they are relying on to handle it is caught up in a logistical nightmare, boggled down by paperwork that prevents them from sending their technicians to the location. You really don’t want to hear a series of excuses about why your problem could not be addressed in time. While delays can be a nuisance, cancelled appointments are altogether exasperating. See, the customer is left in a difficult position, since the problem is not resolved, and they have to contend with having to make a subsequent appointment- of which they will not be sure if they can bank on the hired firm to deliver on its mandate. With an FSM, you get to prevent such incidents from occurring.

How Your Customers Benefit From Field Service Job Management Software

Reliable services

Firstly, the customer wants services that they can count on. When an issue arises and an appointment scheduled, they want it to be honoured. With the FSM, you get to accurately schedule the tasks, from the timing involved to assigning it to the appropriate technician, who is skilled in the task. With the automated scheduling and dispatching, the technician downtime that was previously witnessed is reduced- which has the welcome benefit of cutting down your operational costs.?

Speaking of which, the confusion that was previously seen when perusing through documents and simply calling up the first employee whose skill is similar to the job description, is avoided. Here, the field service management platform enables you to determine the most appropriate member of your workforce to handle the task. This makes them more motivated at their job, resulting in higher quality results- whether it’s an installation task, repair and maintenance project, or cleaning service for companies providing them in residential and commercial buildings.?

Get it done right the first time around

The field service scheduling software enables the technician to have all the information pertaining to the job accessible in real-time. This is availed via app– that the technicians will have on their phones. It is through this very app that they will make updates of the tasks being handled, sending in notes, photos and reports to the system. These will, in turn, be monitored at the head office all through the progress of the job, being managed through the interactive FSM dashboard.?

With the customer’s history being accessed by the technician, information that includes the specs and hazards about the particular job being handled, notes from the previous technicians who had been tasked to the building- such as the installation crew and previous repairs that had been done, will enable the personnel on the ground make well-informed decisions throughout the course of the task. Any issues that arise will also be taken note of, equipment and parts ordered through the app as well, ensuring that things proceed seamlessly. That way, the percentage of situations getting fully resolved during the first appointment increases- which translates to fewer cases of complaints being made.?

Instant invoicing

Immediately the job is done, the customer inputs their e-signature through the app, and the technician marks the task as completed, the very same FSM is used to process the invoice and send out an emailed copy to the customer. This will be an accurate invoice, without any data loss, and the customer can then proceed to make the payment through their preferred mode- from credit card payments to cash, without having to wait for hours for paperwork to be processed. All this information is securely stored on the cloud-based platform.

Creating a great first impression

Your image is a core part of your operations. Certainly, you don’t want to come off as disorganised- and your customers will be quick to note this with issues like missing records, outdated reports, lateness, and improper assigning of tasks. On the other hand, having a modern digital solution integrated into your field service operations will enable you to make a great first impression, showing the level of professionalism with which you offer your services.

Customer access

FSM platforms like FieldElite also give the customers themselves access to the system, through their own dashboard. This is particularly handy given that there are cases where the customer will have multiple jobs to be carried out- like property managers who keep on having cases of plumbing accidents, electrical faults, and cleaning service needs in the different buildings that they are in charge of.?

Through the customer portal, they will be able to make appointments, track the history of repair and maintenance jobs carried out on the property, and follow up on queries. What’s more, together with the IoT where FieldElite links to ecoVaro, one can have an interactive energy management system in place to keep accurate tabs on the energy consumption, efficiency, point out areas where repairs are needed, and have technicians come over- with the bookings being made through the FSM.

Enhance Customer Experience And Score New Business Opportunities

Customer service is a key aspect of your operations. When your customers are well tended to, with their needs being met in a timely and proficient manner, it wins you their loyalty, and they’ll be more open to sending referrals your way- growing your market share. Feedback- from testimonials on your site to the reviews on your social media handles, also aids in this- and you want to have satisfied clients who will put out a good word about your brand. By investing in field software for service businesses, you will increase your employees? productivity, monitor trends, improve communication between your head office and the technicians on the ground, all of which come together to increase customer satisfaction.