The challenge here was twofold, not only did the team have a large and slow process to action and work through, the delay in completing the process added a delay in billing for work done. In this case, it was reporting of a meter connection for a water company across their network of new development sites. This process was a mundane task of taking in jobs cards and deciphering the information and processing it in several places through their PIM system, Union Square from Deltek.
This process was a mundane task of taking in jobs cards and deciphering the information and processing it
Finally, the water company is then notified with a bespoke, emailed and logged against the project in Union Square. When this is done then they can raise the billing. With hundreds of connections a week, it was a large task.
Well, the results spoke for themselves. The automation process freed up hours of FTE time and also speeded up the process to break the bottleneck of project updates.
So, we were able to update 99% of the jobs leaving just 1% for a human to need to get involved with.
The data entered was more accurate and even if there was an error, Clive was able to provide reporting to the team if any of the data was incorrect as we attempted to enter it into Union Square. So, we were able to update 99% of the jobs leaving just 1% for a human to need to get involved with.