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Workforce Automation Platform

Task routing, digital checklists, and supervisor dashboards for distributed field teams.

Energy & Utilities

Client Context

An energy services firm needed to standardize field procedures and accelerate supervisor sign-offs across regions.

Challenge

  • Inconsistent procedures across regional teams
  • Delayed approvals blocking job completion
  • Limited visibility into field progress

Solution

  • Built configurable digital checklists with conditional logic and photo capture
  • Implemented task routing based on skills, location, and SLA priority
  • Created supervisor dashboards with real-time status and exception queues
  • Integrated with existing HR and billing systems via REST APIs

Technology Highlights

Mobile

  • Android
  • Offline sync
  • GPS & photo capture

Backend

  • Workflow engine
  • REST APIs
  • Role-based access

Cloud

  • Multi-tenant SaaS
  • Reporting
  • Webhooks

Outcomes

-45%

Approval cycle time

+30%

Procedure compliance

8

Regions deployed

Ready to build what's next?

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