Government Energy Efficiency Program Provider
Complex government reporting requirements
Our client is required to collect hundreds of data points in the field while servicing many clients. This data must be included in monthly reporting back to the government in particular formats.
The manual process to report and invoice puts immense pressure on high-value finance resources due to time sensitivity. Inevitably, this leads to lost productivity, stress, and mistakes.
Challenges
1
Remote Collection
Collecting and submitting large volumes of data back to the office and database
2
Customer Approval
Capture customer signatures, acknowledging detailed completed work in the field
3
Reporting
Eliminate manual processing of required government reports
Solution
Sandbox configured front end with specific workflow used on tablets by field staff, saved into one database
Signatures are captured on those tablets using touchscreen
Drag & drop upload of 3rd party data collected into the same database, preventing manual entry and human error
Exception reporting created to catch errors as they are captured
Results
Backlog of over 5000 leads processed, capacity increased
Exceeded targets for 3 straight months for the first time in Government program history
Exceptions are near 0 by month-end for invoicing, which takes a few clicks now without manual effort
