Platform (implementation) |
- Out of the box implementation- Work order, and incident management, schedule board, base mobile app for field users
- Factors to be considers – crew, job type- diff location, types of services, types of resources, number of resources
- Up to two job types as determined by crew configuration, types of services and business process
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- Business processes and workflow
- Work order variations
- Invoicing and inventory management
- Advanced scheduling
- Basic geolocation
- Customer asset management
- Up to 15 custom entities
- Custom PowerApps and flows
- Mobile app customization
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- Optimized scheduling with AI
- IOT based incident management
- Remote assist enablement (Holo lens)
- Advanced inventory management with automated transfers and purchase orders
- Geo-based business rules
- Advanced customer assets, warrantees and agreement management
- Work order quotations
- Fully customized process and workflow setup
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BI and reporting |
- Standard Dynamics based reporting based on best practices
- Work order Summary report ( to cover location, type, month-wise work)
- Resource Bookings
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- Power BI app with 2 reports – (job status and resource schedule), data model access for future reporting
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- Predictive analytics and forecasting
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Integration |
- Integration with Microsoft 365 -Teams
- For presence and collaboration
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- Integration with CRM and Finance
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- Integration with other business applications
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Managed Services |
- Quarterly usage and reporting analytics
- Monthly scan and monitor of user access and geolocation
- Security monitoring and patches updates
- 20 hours post-implementation remote support
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- Cost optimization recommendations on quarterly basis
- Data digitization support
- New user orientation Monitoring and maintenance of integration
- Monitoring and maintenance of integration and custom components
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- Dispatch management
- Order management operations
- Warehouse management operations
- Incident based support with SLA
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Training and adoption |
- Access to online training content
- We can create Knowledge article for base implementation and add as hyperlink
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- Data migration support
- Customized user and IT training
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- Data migration support
- Customized user and IT training
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Duration of Project |
10 weeks
|
20 weeks |
contact for more information |
Monthly implementation cost |
$ |
$ |
contact for more information |
Managed Services |
$ |
$ |
contact for more information |