Workflow Management for System Integrators

Enhance collaboration and improve efficiencies across the lifecycle of a project, from initial site survey through to installation and sign off.

Sirvez Features

Forms – Add custom forms throughout the project flow including site survey, testing of products and customer sign off

Calendar Management – assign engineering resources and external freelancers. Avoid double booking with conflict feature

Stickers – Add overlays to site survey images to replicate the product. Great for giving stakeholders and installers information on how the final product will look when in situ.

Tasks – Create tasks against projects / products, locations, set priority, and deadlines. Other features include Kanban boards and time tracking

Timesheets – Create timesheets for all engineering resources and assign to a customer, whenever a task is open, sub task is completed or an entry added to the calendar.

QR Codes – Easily manage products, “check in to a location, used by customer to bring up product details and easily raise helpdesk ticket

Product Management – assign kit to rooms and set data requirements from the installer including testing form and serial number or IP etc

Service Contracts – Create service contracts, add sites / rooms and assign products and testing forms. Schedule maintenance visits and generate reports

Helpdesk – Manage the products installed easily via customer forms or email. Set SLAs and priorities tickets

Sign-off – Attach testing forms to products, upload images and videos and mark as complete. Downloadable PDF and XLS with all the product commissioning data via the customer portal.

Workflow Stages

Site Survey

Create rooms / locations on the fly
Create site survey forms
Upload images direct to rooms
Add products
Works in offline mode
Send details to CRM to create instant quote

Resouce Planning

Create tasks & assign to users
Kabana board / buckets for workflows
Calendar management
Staff availability checker
Block annual leave on calendar for users
Provisional bookings awaiting customer confirmation

Product Planning

Assign products to rooms
Easily collect standard data points (IP, serial, mac, LAN etc)
Assign testing form for engineers
Check products in to locations for transparency on location of kit
Proof of Delivery feature - request signatures from site contacts

Install & Sign Off

Assign testing form to Individual prodcuts
Upload Images / videos to Individual products
Sign-off Individual rooms when products are signed-off
Create sign-off forms to capture info / signiture from site contact
Generate reports / spreadsheet when signed-off, detailing all products / data points and testing data

Service Desk

Ticketing Management (forms and email)
Autoresponders
Helpdesk Calendar
Kanban Boards
QR Codes on products for easy helpdesk submission
Many many more features

Case Study

Workflow Management for System Integrators