Asset and Employee Performance Tracking at an HVAC Firm
Every week, a management report showing new and current job progress was manually created by a staff member. This involved copy and pasting data from a construction management system into an Excel template, then rearranging to management’s spec. It was a frustrating repetitive task and often resulted in errors copying and pasting the exported data.
A second issue was a scattered monthly review process for employee performance and pay raises. Collecting the data from multiple sources and building a coherent report took the better part of the day. In addition, there was no cohesive vacation, time off, or scheduling system for employees; everything was tracked manually, usually on paper.