Server Application Solutions – Don’t Let Spreadsheets Hold Your Business Back

The problems and limitations of spreadsheet-based systems are well documented. That’s why we at Denizon have come up with ways to give you freedom from these UDAs (User Developed Applications). With the server application solutions we offer, your IT and financial system can be:

Free from spreadsheet risks;
Equipped with built-in controls that substantially reduce risks to data;
Less prone to fraud;
More suitable for regulatory compliance; and
Designed for an agile business environment;

Totally devoid of spreadsheet risks

By getting rid of spreadsheets, you also get rid of broken links, incomplete range selections, accidental deletion of cells, incorrect copy-pasting and other spreadsheet-related slip-ups.

In their place, we offer a faster but more robust and reliable centralised system. Errors are substantially minimised by built-in controls, while inconsistencies are avoided because changes made by one user are automatically reflected on the data delivered to others.

Built-in business-critical controls

Some solutions are designed to add control features on spreadsheets. We believe that such features can only be truly effective in today?s fast-paced and dynamic business environment if they are already inherent in the design of the IT solution; not something that’s merely added as an afterthought.

For one, while these band-aid solutions may succeed in adding controls, they don’t get rid of the slow, tedious, and time-consuming processes that accompany spreadsheet systems.

Less prone to fraud

Weak controls and the absence of reliable audit trails are two factors that encourage fraudsters to prey on spreadsheet systems.

With our server-based applications solutions, your data is protected by user-based access controls that allow users to see only the information that they’re supposed to see and modify data which they have been granted sufficient access rights to.

Our solutions also produce clear audit trails for painless tracking, viewing and searching of user-entered changes. This will enable you to pinpoint who changed what, as well as where and when the changes were made.

Ready for regulatory compliance and beyond

When better controls are enforced, financial reports become more reliable. That should give your company the edge it needs to easily comply with SOX as well as other regulations and, as a consequence, build stakeholder confidence.

And because our solutions can churn out accurate reports for regulation compliance at shorter turnaround times than spreadsheet systems, you end up saving more man-hours. That should give your team more time to innovate, analyse information and deliver goods or services to your customers faster.

Designed for agility

Let’s face it. Spreadsheets, which used to serve as nifty ad-hoc business tools, are no longer suitable for agile organisations. When faced with the demands of rapidly changing markets and dynamic environments, spreadsheets can instead slow a business down.

Multi-dimensional reports, dashboards, report filters, drill-downs, collaboration and automated reporting, budgeting and forecasting capabilities are needed for gaining insights and making fast critical decisions.

Sad to say, your trusty spreadsheet application is not designed to provide these features. Hence, it’s time to move on to the type of solutions that are.

Our solutions can transform your IT and financial systems and make them better-equipped to meet the demands of today?s rapidly changing economic environment. With features designed for agile businesses, our solutions can help you tackle change with ease.

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 devices.

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.

More Spreadsheet Blogs

Spreadsheet Risks in Banks

Top 10 Disadvantages of Spreadsheets

Disadvantages of Spreadsheets – obstacles to compliance in the Healthcare Industry

How Internal Auditors can win the War against Spreadsheet Fraud

Spreadsheet Reporting – No Room in your company in an age of Business Intelligence

Still looking for a Way to Consolidate Excel Spreadsheets?

Disadvantages of Spreadsheets

Spreadsheet woes – ill equipped for an Agile Business Environment

Spreadsheet Fraud

Spreadsheet Woes – Limited features for easy adoption of a control framework

Spreadsheet woes – Burden in SOX Compliance and other Regulations

Spreadsheet Risk Issues

Server Application Solutions – Don’t let Spreadsheets hold your Business back

Why Spreadsheets can send the pillars of Solvency II crashing down

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7 Challenges Facing Mobile Field Service ? And Overcoming them with FSM Solutions

Managing a mobile workforce comes with its set of challenges. There are multiple coordination levels, administrative hurdles when distributing tasks amongst your employees, the need to meet your customers? expectations, whilst still operating profitably. Your goal is to rake in more revenue, while striking a balance between the number of employees and the quality of the service being rendered. Under utilisation of the company resources may be misinterpreted to mean that you need more employees- which will affect your bottom line. Repeat visits with older jobs affect the response time for new client appointments. Clients get frustrated when their needs are not met on time. Remember that, for your client, their priority is getting their issue sorted- be it that pipe leak, electrical fault, damaged gas valve, or window installation completed on time. Administrative challenges on your end will simply come off as excuses, costing your brand dearly. The different fields share similar challenges- from utility firms, pest control, installation and repair services such as with plumbers and electricians, those running residential and commercial window cleaning companies, to property managers in charge of different buildings. Here are some of the obstacles faced:

1. Coordinating your team

Running things from the office can get hectic when your technicians are out on ground, and clients are at different locations. From appointments being delayed because the workers met traffic on their way, those calling in sick and requiring you to find replacements on short notice, clients who cancel appointments without notice- they all present a logistical nightmare. There is also the need to have a skill-based task distribution in place. Here, the focus is on getting the right technician for the job, not someone who has simply “dealt with it before as they helped their colleagues on a similar job“. With your firm having different personnel, you want to ensure that you spend the most appropriate technician to your client. This also aids the employees themselves, by increasing their morale as they will be dealing with tasks that they are particularly adept at, score you a high first-time fix rate, and avoid having to do follow up visits to resolve issues that were not properly addressed the first time round.

Capterra undertook a field service software survey, which showed that 82% of organisations adopting FSM solutions saw an increased rate of first-time fixes, and a 90% rise in actual conversations from quotes.

How field service job management software impacts businesses. Source: Capterra

Follow-ups tend to cost extra with the additional dispatch, and take away your fiend agents from the work that had been scheduled to be handled. Resolving these logistical issues with traditional approaches can be problematic, especially with all the paperwork involved. In fact, let’s delve into that.

2. Mounds of paperwork

Having loads of data streaming in from your field workforce can put one on edge. Organising the documents, creating the spreadsheets and typing away at calculators, sorting the files in cabinets and the stress that comes when a single file appears lost in the heaps of sheets – it creates a bottleneck for your operations. Manually handling the data at the central office also compromises on the accuracy of the process due to human error, from syntax issues when transferring information, incorrect inputs, to duplicate errors- which is expected to occur with increased frequency due to the tiring nature of the process. Actually, 46% of the respondents surveyed by the Service Council said that paperwork and admin work was the worst part of their day.

The field worker is also affected by the paperwork. From having to come to the office each morning to collect the documents needed for the day, walking with the bulky files from one site to another, perusing through lots of sheets whenever they want mire information about a particular customer or the job description- and the frustration that comes when some documents have been forgotten back at the office- it hampers productivity. Running out of copies of paper will also be unavoidable when your staff are away from the office- and more time will be spent coming back to restock. There are also additional issues like the forms getting soiled or torn, and even the wind blowing them away as your technicians are out in the field. Dealing with the contracts, collecting signatures for each job that is handled, jotting down notes concerning the particular tasks that they are taking care of- it increases the workload. In fact, this often results in errors in data entry, and jobs being poorly documented.

Fortunately, this doesn’t have to be the case for your firm. Technological advancements have seen solutions being developed to minimise the paperwork involved. These mobile service management software allow the field worker to access all the details of the job via handy apps on their smartphones and tablets- as is the case with FieldElite. Instead of walking around with the documents and files, the information is stored via cloud, and is accessible in real-time. The job documentation- from photos, notes to the customer?s e-signature are all collected through the app, and the information is securely stored and immediately available to the personnel back at the head office.

Service analytics- where you get to observe product demand, performance of your workforce and analyse your customer base growth through the dashboard reporting modules that come with the FMS software is a key tool for decision makers of the company. You get to optimise your performance without having to resort to adding more work hours, or pushing your employees into overtime. Field service analytics has been shown to increase profitability for leading companies by 18%, going by the ?Get Smart: Business Intelligence and Analytics for Service Organizations? study done by Aberdeen Group.

3. Scheduling conflicts

First, there are multiple jobs that need to be attended to- and disappointing your clients will lead to backlash. Secondly, you have a large team of workers- and you want to optimise on their productivity at an individual level. From an administrative perspective, you are also required to provide proper work structures that incorporate your employees? safety during the jobs being handled- and not to run them like mules, overworking them in a bid to hit your targets. Thirdly, the workers have different individual hours of operations- or they work in shifts. Running all this from a central point, allocating the jobs as needed and managing the different schedules, can be a tall order without the right field service scheduling software.

When your customers book an appointment, they expect that your company will deliver on its mandate, providing the services that they are paying you for as required. On the other hand, as the company, you are relying on your employees to meet those expectations. This means that you should have structures in place to ensure that your field workers stick to their assigned schedules. For this you will need to know their location in real-time, track their performance, and check on their adherence to the set schedules. Working with field service job management software allows you to handle the logistics of every task from one dashboard. By tracking your technicians while they are out in the field, you will be able to allocate orders faster, monitor the incoming customer requests, and manage the task distribution more efficiently. When you have an FSM that allows your workers to coordinate with the head office via mobile app, there will be an increased rate of job completion, and a reduction in overtime. Both your clients and employees get to be happy at the end of the day.

4. Lonely workers

Working in the office has its perks. You are surrounded by your colleagues, and can easily get the attention of anyone in management if needed. However, while out in the field, the workers can feel disconnected from the company structure, left to their devices while still bearing the responsibility of presenting the company in positive light- as they also double up as your brand ambassadors. The loneliness can get to them, with a report by the Service Council showing that isolation was the worst part of the work day for 21% of technicians. The chat feature that comes with the mobile service management software apps is one of the reasons behind their popularity, keeping the employees connected to the rest of the manager at the central office, and even other field employees- which makes them feel as part of one large family.

Safety is also a concern, especially for cases where your field staff will be working in hazardous situations – like conducting repairs on top of radio towers, dealing with gas equipment in concealed spaces. The central office needs to remain in constant communication with the workers, and have the appropriate structures in place to handle emergencies. You don’t want to lose employees because they don’t feel that their safety is a priority to you. A skilled technician is an asset that should be protected- and certainly you wouldn’t want to incur extra funds to hire and train personnel- which will end up being an additional strain to your budget over time. Field service job management software with features that allow your employees to check-in remotely via app will be handy in notifying the head office of their arrival at the job site, and in case of any incident, the field manager can quickly see the employees? last location, and dispatch help to them.

5. Difficulty in assessing performance metrics

When you have a situation where timesheets are only handed in after the workday- and in some cases at the end of the week, it becomes difficult to assess the level of productivity of your field workers. Are you getting value for your money with the wages that are being paid out? Are there lots of lost work hours due to logistical hitches- or cases where the field worker delay the tasks, or take out sections of their day to attend to matters of personal interest- and still bill you for it? All this translates to poor customer service, with issues ranging from cancelled and rescheduled appointments, unmet targets, disagreements based on the scope of work being handled, to client dissatisfaction for not having their issues addressed in a timely manner- which becomes a hit on your brand.

FSM comes in to enable the field service manager to always be in the loop during the entire process- knowing exactly how long the workers are spending on each particular task, the jobs that are pending, cancelled or rescheduled, in order to constantly review and optimise the planning of the firm?s activities. With software like FieldElite, you even get a birds-eye view, as the work areas are mapped out, that way you will be in a position to direct your field workers on aspects like the best routes to take to avoid traffic gridlocks.

6. The break factor

How do you plan for breaks? Jobs are different, and there will be unexpected issues cropping up regularly. However, the field worker is still entitled to breaks during the working day- such as the all-important lunchtime. The problem arises when there is unextended time on some job sites, and cases of unscheduled breaks being taken. These have a ripple effect, as they will cause delays on other projects that are on queue, and you can also expect customer complaints to be coming in hot and hard. From a management point of view, you want to have the ability to respond to the issues as they arise, and reassign the jobs accordingly. Mobile service management software gives you this power.

7. Customer relationship management

Customers want to be part of the process, staying in the loop with the service appointments that have been scheduled- and understandably so. From the booking process, to following up on the progress of the job- it all factors in. In case there are issues that crop up- like service vehicles being delayed, situations where extra parts need to be ordered, or the session cancelled and scheduled on a different day- being fully transparent with your customers will be a great boost to your brand. Gaining new clients and retaining the current ones requires the firm to maintain a quality customer service.

Negative feedback because of your customers? feeling neglected will be a setback for your business. Integrating the customer relationship management into the field service will go a long way in enhancing their experience. Here, software solutions like FieldElite have also got you covered with a customer self-serve portal, accessible online through their browsers. This has the welcome benefit of reducing the number of calls as they conduct follow-ups, since they will be in a position to track the project right from the comfort of their homes and office desks, thus increasing customer satisfaction.

How to Reduce Costs when Complying with SOX 404

Section 404 contains the most onerous and most costly requirements you’ll ever encounter in the Sarbanes-Oxley Act (SOX). In this article, we?ll take a closer look at the salient points of this contentious piece of legislation as it relates to IT. We?ll also explain why companies are encountering difficulties in complying with it.

Then as soon as we’ve tackled the main issues of this section and identify the pitfalls of compliance, we can then proceed with a discussion of what successful CIOs have done to eliminate those difficulties and consequently bring down their organisation’s IT compliance costs. From this post, you can glean insights that can help you plan a cost-effective way of achieving IT compliance with SOX.

SOX 404 in a nutshell

Section 404 of the Sarbanes-Oxley Act, entitled Management Assessment of Internal Controls, requires public companies covered by the Act to submit an annual report featuring an assessment of their company?s internal controls.

This ?internal control report? should state management’s responsibility in establishing/maintaining an adequate structure and a set of procedures for internal control over your company?s financial reporting processes. It should also contain an assessment of the effectiveness of those controls as of the end of your most recent fiscal year.

Because SOX also requires the public accounting firm that conducts your audit reports to attest to and report on your assessments, you can’t just make baseless claims regarding the effectiveness of your internal controls. As a matter of fact, you are mandated by both SEC and PCAOB to follow widely accepted control frameworks like COSO and COBIT. This framework will serve as a uniform guide for the internal controls you set up, the assessments you arrive at, and the attestation your external auditor reports on.

Why compliance of Section 404 is costly

Regardless which of the widely acceptable control frameworks you end up using, you will always be asked to document and test your controls. These activities can consume a considerable amount of man-hours and bring about additional expenses. Even the mere act of studying the control framework and figuring out how to align your current practices with it can be very tricky and can consume precious time; time that can be used for more productive endeavours.

Of course, there are exceptions. An organisation with highly centralised operations can experience relative ease and low costs while implementing SOX 404. But if your organisation follows a largely decentralised operation model, e.g. if you still make extensive use of spreadsheets in all your offices, then you’ll surely encounter many obstacles.

According to one survey conducted by FEI (Financial Executives International), an organisation that carried out a series of SOX-compliance-related surveys since the first year of SOX adoption, respondents with centralised operations enjoyed lower costs of compliance compared to those with decentralised operations. For example, in 2007, those with decentralised operations spent 30.1 % more for compliance than those with centralised operations.

The main reason for this disparity lies in the disorganised and complicated nature of spreadsheet systems.

Read why spreadsheets post a burden when complying with SOX and other regulations.

Unfortunately, a large number of companies still rely heavily on spreadsheets. Even those with expensive BI (Business Intelligence) systems still use spreadsheets as an ad-hoc tool for data processing and reporting.

Because compliance with Section 404 involves a significant amount of fixed costs, smaller companies tend to feel the impact more. This has been highlighted in the ?Final Report of the Advisory Committee on Smaller Public Companies? published on April 23, 2006. In that report, which can be downloaded from the official website of the US Securities and Exchange Commission, it was shown that:

Companies with over $5 Billion revenues spent only about 0.06% of revenues on Section 404 implementation
Companies with revenues between $1B – $4.9B spent about 0.16%
Companies with revenues between $500M – $999M spent about 0.27%
Companies with revenues between $100M – $499M spent about 0.53%
Companies with revenues less than $100M spent a whopping 2.55% on Section 404

Therefore, not only can you discern a relationship between the size of a company and the amount that the company ends up spending for SOX 404 relative to its revenues, but you can also clearly see that the unfavourable impact of Section 404 spending is considerably more pronounced in the smallest companies. Hence, the smaller the company is, the more crucial it is for that company to find ways that can bring down the costs of Section 404 implementation.

How to alleviate costs of section 404

If you recall the FEI survey mentioned earlier, it was shown that organisations with decentralised operations usually ended up spending more for SOX 404 implementation than those that had a more centralized model. Then in the ?Final Report of the Advisory Committee on Smaller Public Companies?, it was also shown that public companies with the smallest revenues suffered a similar fate.

Can we draw a line connecting those two? Does it simply mean that large spending on SOX affects two sets of companies, i.e., those that have decentralised operations and those that are small? Or can there be an even deeper implication? Might it not be possible that these two sets are actually one and the same?

From our experience, small companies are less inclined to spend on server based solutions compared to the big ones. As a result, it is within this group of small companies where you can find a proliferation of spreadsheet systems. In other words, small companies are more likely to follow a decentralised model. Spreadsheets were not designed to implement strict control features, so if you want to apply a control framework on a spreadsheet-based system, it won’t be easy.

For example, how are you going to conduct testing on every single spreadsheet cell that plays a role in financial reporting when the spreadsheets involved in the financial reporting process are distributed across different workstations in different offices in an organisation with a countrywide operation?

It’s really not a trivial problem.

Based on the FEI survey however, the big companies have already found a solution – employing a server-based system.

Typical server based systems, which of course espouse a centralised model, already come with built-in controls. If you need to modify or add more controls, then you can do so with relative ease because practically everything you need to do can be carried out in just one place.

For instance, if you need to implement high availability or perform backups, you can easily apply redundancy in a cost-effective way – e.g. through virtualisation – if you already have a server-based system. Aside from cost-savings in SOX 404 implementation, server-based systems also offer a host of other benefits. Click that link to learn more.

Not sure how to get started on a cost-effective IT compliance initiative for SOX? You might want to read our post How To Get Started With Your IT Compliance Efforts for SOX.?

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.