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United Care takes on digitization with help from FieldBuddy
''Planning a work order within 10 seconds saves us a lot of time''.
Martijn van Asperen, Projectmanager Installation & Service at United Care
An aversion to traditional working with piles of paper, the need for digitization and the growth of the company made United Care choose FieldBuddy.
A lot of preparation work was needed for this digitisation, in which Project Manager Installation & Service Martijn van Asperen was closely involved. United Care focuses on the innovative development of transfer aids for care and welfare organizations. We spoke to Martijn about his aversion to working traditionally with stacks of paper, about the digitization of United Care and the growth that comes with it.
The results in brief:
– More efficient way of working
– Advanced checklist implementation
– Contribution to the growth of United Care
– Continuous developments with the help of FieldBuddy
The situation before FieldBuddy: Paper, paper, paper
How did United Care operate before they started working with FieldBuddy? Martijn can be brief about that: paper, paper and more paper. He explains the situation for us: ‘At the office, assignments were typed into a standard form. Then the form was printed out and scanned, to be mailed to the mechanics. They had to print out the form at home and write down their work. After the work day, all forms had to be scanned separately and mailed back. Administration printed out all those forms (50 or so) and went through everything by hand. The working day always started and ended with a big pile of papers.”
This working method resulted in lost papers, unclear scans and illegible handwriting. It became increasingly clear that structure and overview were needed in their processes.
Then FieldBuddy came along and Martijn immediately saw the advantages: Getting rid of the paper and instead create structure and digitize. He welcomed FieldBuddy with open arms.
The implementation of FieldBuddy
United Care was already using an online program to register their installations. All those installations (+/- 22,000) had to be transferred to FieldBuddy. That was the beginning of digitalization for United Care. ”It was a big job. Fortunately we got help from a FieldBuddy consultant” says Martijn. Once all the installations were registered, they started looking at the work orders. How do you make a work order? And how do you plan it for your mechanic? Were questions that came across. “When the implementation was ready, we followed training sessions by the FieldBuddy consultant with the whole team to ensure a good start” says Martijn.
''Digitalization and the added value of FieldBuddy allow us to handle our growth''
Martijn, Project Manager Installation & Service at United Care
Employees of United Care can create a work order within 10 seconds. No paper is used anymore! United Care saves time, which they can invest in the further development of the company. They have grown tremendously in recent years, partly thanks to FieldBuddy. Thanks to the digitalisation and the added value of FieldBuddy we can manage it”, adds Martijn.
The cooperation between United Care and FieldBuddy is excellent: ”We really benefit from each other’s feedback and support, we really help each other out. FieldBuddy helps us grow and develop, we help them by giving feedback. That interaction works great. We wanted to do something with Salesforce, so choosing FieldBuddy was a logical step. I am still very enthusiastic about it” says Martijn.
Jointly developed a new feature
Another example of working more efficiently is the location-based work order, which United Care uses. This ensures that one work order can be created for a location with multiple installations. During the implementation, the FieldBuddy team noticed that it often happens that there are multiple installations at one location. We then researched whether this would be relevant to more of our customers and developed the new feature location-based work orders with United Care. So you can see how the interaction between the customer and the development team can lead to a better product!
Positive feedback from employee and customer
FieldBuddy provides more structure and overview in the work, something that was badly needed. The employees of United Care also notice this: “They definitely don’t want to go back to the old situation.
The customers of United Care also benefit from FieldBuddy. United Care now has a customer portal where their own customers can log in and view reports. Receiving the reports digitally is much faster than before and it’s a lot clearer. We get a lot of positive feedback from our customers. They can see a lot themselves in the system, so they no longer need to call us for that kind of information.”
The most recent development: advanced checklists
Before FieldBuddy, United Care could take weeks to deliver an inspection report to the customer. Sometimes even months. The engineer would make a separate Excel form for each installation. Then the administration would receive an e-mail with 600 separate Excel files. The reports were printed out one by one and put in a folder. The customer then received a folder with 600 inspection forms. ”We thought: we can do things differently with the help of FieldBuddy”, says Martijn.
By digitising with the help of FieldBuddy they were able to invest time in developing faster reports for the customer. The reports now come in digitally through FieldBuddy. They can create a framing that shows with which report something is going on and where the inside sales force needs to do something with. ”Now we no longer have to open all 600 Excel reports one by one. Working with the new checklists from FieldBuddy saves us a lot of work!”, adds Martijn.
United Care about the future
The future looks bright for United Care. Martijn has his own project overview hanging above his desk. This is valid until the end of 2022 and counts 6 projects. ”I have written down exactly what I want to do with FieldBuddy. A lot is possible with it that will benefit us a lot.” One example of such a project is the checklist. They also want to implement it in their factories. At the moment they still work with paper checklists. There you have it again: paper! Martijn explains: ”There are still plenty of challenges we want to tackle with FieldBuddy. Every now and then I look at my project overview on the left and I see what we still have to do. We are far from finished with FieldBuddy!”