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Field Reporting Tips to Achieve Better Results

Published on 11 August 17
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Field reporting can be tricky, especially when you’re working from an office and depending on someone else to get crucial data for projects. If you’re planning a major promotion of a product, you need to know whether you have enough inventory to support it. That’s where field data collection software comes in, which can be transformative for efficiency and collection of essential information. However, you and your staff need to first know how to use it.
Field Reporting Tips to Achieve Better Results - Image 1
1. Ensure Your Staff is Properly Trained Up
The features found on field reporting software are easy to use, but they’re always changing as improvements are made. The best way to avoid time waste is to ensure your staff using the technology is given periodic formal training on new features and updates. Business.com points out that the traditional mode of supposed time-saving measures of allowing employees to self-educate with required reading isn’t as effective as real time in-person tactics. The takeaway from this point is not only to train your field service management employees, but to do so with a hands-on approach. This is what will allow your business to reap the full benefits of this type of system.
2. Have a Consistent System of Data Collection
Whether you’re dealing with a customized SKU system or a task assignment workflow, you need to make sure that your systems are consistent and work in tandem with your field reporting software. Multichannel Merchant points out that inventory management and data collection shouldn’t be restricted to operations department, but should be coordinated with every moving part of a business. This might include marketing and eCommerce, or other departments that are relying on inventory data collection to plan future projects and initiatives.

In addition to consistency, though, it pays off to be a stickler for attention to detail. Even while using field reporting software, people can still make mistakes by skipping over inventory or not bothering to double check their work. There’s always room for human error, so although data collection software is fast and easy to use, advise employees not to get ahead of themselves.
3. Learn to Rely on the Magic of Mobile
Field reporting relies primarily on mobile device apps to most effectively get the job done in the most transportable way. Using field service management software, all data is uploaded to the cloud as an agent works. Whether it’s taking a survey of retail display consistency and uploading pictures, or tracking inventory levels using SKUs, mobile makes field data collection much easier and more efficient. To fully utilize your system, though, you’ll need to assess the types of field data collection you require for industry. For the retail sector, for example, the ability to use the photo module in the software is a specific feature that can be chosen or forfeited depending on your needs. Consider the most important aspects of field reporting information you need, and then go from there.
Whether you’re using field reporting software to schedule tasks, produce invoices on the spot, or focus on inventory assessments, it’s all a matter of balancing the human component and attention to detail with the convenience of the system to ensure your reporting is accurate.
Field reporting can be tricky, especially when you’re working from an office and depending on someone else to get crucial data for projects. If you’re planning a major promotion of a product, you need to know whether you have enough inventory to support it. That’s where field data collection software comes in, which can be transformative for efficiency and collection of essential information. However, you and your staff need to first know how to use it.

Field Reporting Tips to Achieve Better Results - Image 1

1. Ensure Your Staff is Properly Trained Up

The features found on field reporting software are easy to use, but they’re always changing as improvements are made. The best way to avoid time waste is to ensure your staff using the technology is given periodic formal training on new features and updates. Business.com points out that the traditional mode of supposed time-saving measures of allowing employees to self-educate with required reading isn’t as effective as real time in-person tactics. The takeaway from this point is not only to train your field service management employees, but to do so with a hands-on approach. This is what will allow your business to reap the full benefits of this type of system.

2. Have a Consistent System of Data Collection

Whether you’re dealing with a customized SKU system or a task assignment workflow, you need to make sure that your systems are consistent and work in tandem with your field reporting software. Multichannel Merchant points out that inventory management and data collection shouldn’t be restricted to operations department, but should be coordinated with every moving part of a business. This might include marketing and eCommerce, or other departments that are relying on inventory data collection to plan future projects and initiatives.

In addition to consistency, though, it pays off to be a stickler for attention to detail. Even while using field reporting software, people can still make mistakes by skipping over inventory or not bothering to double check their work. There’s always room for human error, so although data collection software is fast and easy to use, advise employees not to get ahead of themselves.

3. Learn to Rely on the Magic of Mobile

Field reporting relies primarily on mobile device apps to most effectively get the job done in the most transportable way. Using field service management software, all data is uploaded to the cloud as an agent works. Whether it’s taking a survey of retail display consistency and uploading pictures, or tracking inventory levels using SKUs, mobile makes field data collection much easier and more efficient. To fully utilize your system, though, you’ll need to assess the types of field data collection you require for industry. For the retail sector, for example, the ability to use the photo module in the software is a specific feature that can be chosen or forfeited depending on your needs. Consider the most important aspects of field reporting information you need, and then go from there.

Whether you’re using field reporting software to schedule tasks, produce invoices on the spot, or focus on inventory assessments, it’s all a matter of balancing the human component and attention to detail with the convenience of the system to ensure your reporting is accurate.

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