Mobile-Enabled Workforce Management

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Presentation transcript:

Mobile-Enabled Workforce Management CGI Federal BPS 2014/01/13

Manage Your Workforce, Optimize your Business CGI’s OnCue is a robust, easy-to-use mobile workforce management solution. OnCue has a web-based SaaS offering for the management interface. No software installation needed. OnCue enables you to access and upload data from any Android or Apple smartphone or tablet in real-time. *The following slides show OnCue utilized to perform regulatory inspections for subsidized housing in the United States. Different information and processes may be collected and executed per business requirements.

Hosted to Reduce Operational Costs Users and clients only require a browser for the management/client portals and an Android or Apple smart phone or tablet. API and web services available for integration to primary systems.

More than Just Mobile Rules-Schedule-Optimizations Scheduler Routing Workflow Resource Management Reporting Communications Rules-Schedule-Optimizations Active/Passive Data Collection and validation 4

Efficiencies to Reduce Mobile Workforce Costs OnCue is a proven system in use for multiple US clients Has performed over 180,000 inspections since 2008 Reduces average miles per inspection from 3.54 to 1.7 Reduced overall mileage by 51%

Configurable Resource Management There are many different parameters to configure disbursement and personalization of resources. Resource assignment by capability Certification-based assignment Holiday and vacation tracking Work activity and location of occurrence tracking 2 or 4 factor authentication with role-based security

Custom Workflows for Each Appointment Type Every visit/appointment type will utilize it’s own custom workflow to allow for different processes for each type. Workflow operates using a condition and action task sequence Perform compliance audit steps Use event and time-based triggers Workflows are versioned and may be exported/imported

Scheduling Made Easy A powerful scheduling and routing module Individual schedule constraints Set compliance windows Manual Overrides Move appointments between personnel using drag and drop technology.

Mobile Workforce Schedule Schedules may be downloaded manually or pushed to mobile workforce Schedule is organized for most efficient route but may be executed out of order if needed App may be used with or without a connection. Completed data is uploaded when a cellular or Wi-Fi connection is restored.

Common Header Data Collection Interfacing with common mobile device features users may: Call clients directly from the app if device is cellular ready Get directions to the appointment using native GPS View or collect additional data using talk-to-text or device’s camera

Easy Navigation of Dynamic Categories Drawer navigation allows user to quickly jump to each category/checklist. Summary/Custom data collection areas listed on top Clicking each category takes the user to each custom checklist Additional checklists may be added at will

Adding Location of Inspected Areas Select type to identify the checklist template to use and configure location of area to be reviewed Supports multiple types of checklist templates Add a description to identify the location Quickly select floor and location position on the floor

Data Collection Simplified It is extremely easy to pass or fail checklist items. All data collection points are dynamic Data validation rules may be applied Status icons show if data is attached such as pictures or if there is a validation issue

Item Details to Collect More Data If more details are required per item OnCue allows you to collect notes and data. Add multiple notes with automatic time and geolocation stamps Take pictures to attach directly to the notes and comments Common phrases may be loaded and selected for each item to reduce typing

Review Failed or Inconclusive Items Any time during a visit OnCue will summarize items that are not compliant for review Perfect for re-visits, or going over results with a client User may pass items directly from this screen Clicking on each item will take user directly to item details to review/add comments/data

Collect a Signature and Upload Once items are reviewed or data collection is satisfactory the user can collect signatures and upload data to the management portal Signatures may also be collected at any point (saved as an image) If cellular or Wi-Fi connections are not available OnCue will try to upload in the background until a connection is available Results will be made available to management and client portals in real-time.

Review and Edit Uploaded Results Results and data uploaded from the mobile workforce is available to management in real-time Top-Left shows hierarchal visit chain for re-visits Left-Navigation allows user to quickly see where non-compliant items are located All items may be edited to allow for data entry error corrections Clicking on image will open larger view

Reporting The management/client portals contain many reports to get the data you need when you need it. Scheduler Activity Unit/Location Visit History Route and Location Mapping Audit reports to show location vs. where data was uploaded

For more information contact: Michael Ashbrook Michael For more information contact: Michael Ashbrook Michael.Ashbrook@CGIFederal.com Jeff Adams Jeff.Adams@CGIFederal.com Or visit http://www.cgi-bps.com