Elevate 2024 Day 2: Mobile Apps Showcase

Welcome to the Mobile Apps Showcase session at Elevate 2024! Presented by Shang Weisinger, this session will explore the various mobile solutions available, their functionalities, and how they can enhance your organization's efficiency.

The "Mobile Apps Showcase" document, presented by Shang Weisinger at Elevate 2024, highlights the capabilities and benefits of the Perform mobile apps suite. These apps are designed to optimize field operations by providing real-time data input and exchange, ensuring seamless integration with the AIM and Operate systems. The suite includes six apps: Work, Asset Management, Inventory, Material Requesting, Material Receiving, and Capital Improvement, each tailored to specific field activities. The apps are user-friendly, iOS-based, and support both online and offline functionality, allowing field workers to perform tasks efficiently even in areas with poor connectivity. The document emphasizes the ease of implementation, minimal training requirements, and the significant improvements in process efficiency and accuracy that organizations can achieve by adopting these mobile solutions.

Key Topics Covered

  1. Overview of Perform Apps

    • Perform apps (also known as Go apps in AssetWorks/AIM) are designed for field use.
    • Optimized for minimal interaction, making them user-friendly for field workers.
    • Persona-driven, focusing on specific roles and tasks.
    • Fully integrated with Operate and AIM for real-time data exchange.
    • iOS-based for optimal performance.
  2. Family of Perform Apps

    • Work: Manages work orders and phases.
    • Asset Management: Handles asset condition and location information.
    • Inventory: Manages inventory counts, releases, and pick lists.
    • Material Requesting: Facilitates purchasing.
    • Material Receiving: Manages receiving of purchased items.
    • Capital Improvement: Supports project management tasks.
  3. Integration and Interoperability

    • Apps are interconnected, allowing seamless transitions between tasks.
    • Real-time updates and data synchronization enhance efficiency.
  4. Use Cases and Benefits

    • Ideal for organizations with paper-driven processes.
    • Enhances workflow accuracy and reporting.
    • Improves material management and reduces delays.
    • Provides real-time knowledge of organizational operations.
  5. Online and Offline Functionality

    • Online mode offers real-time data access.
    • Offline mode allows users to pack data, work in disconnected environments, and sync later.
  6. Implementation and Training

    • Streamlined implementation with minimal training required.
    • Change management is necessary to transition from paper to digital processes.
    • Immediate process improvement and efficiency gains.
  7. Detailed App Features

    • Work: Assign work, access maps, record notes, take photos, create follow-up requests.
    • Asset Management: Manage asset details, verify locations, add new assets, perform inspections.
    • Inventory: Create pick lists, manage parts, perform physical counts.
    • Material Receiving: Capture packing slips, accept/reject receipts, manage dispersals.
    • Capital Improvement: Manage projects, issues, inspections, and workflow items.
  8. Live Demonstration

    • Demonstration of the apps' functionality, including real-time updates and data synchronization.
    • Example of a work order process from request to completion.