Integration of Synchroteam into company system.
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Post a project like this1216
£30/hr(approx. $38/hr)
- Posted:
- Proposals: 5
- Remote
- #3094848
- Awarded
Description
Experience Level: Expert
Field Service Management software
Project Objectives:
To fully populate Elmtronics’ newly procured Field Service Management Software (Synchroteam)
with all data required to ensure seamless operation between the office based Operations team and
Field based Engineering teams.
Project Deliverables:
1. Instructional documentation pack
2. Work done pack; to include the specific integrations created in achieving the project
objective by the consultant
3. Populate Synchroteam FSM with all Elmtronics Ltd data to enable full operation and
embedment into the main business process, including:
o Field team report creation
o User account set-up
4. Integration with the company’s CRM (Zoho CRM) to ensure all relevant data is available for
selection in the FSM, reducing time loss from duplicate data entries.
5. Integration with the company's support desk system (Zoho Desk) via an Rest API interface. (desirable)
Project Tasks:
1. Pre-installation/maintenance job planning (Internal company process)
a. Notification from sales team to Operations team in Zoho CRM to commence field
team job planning
b. Integration to allow job number to be pulled from Zoho CRM and available for
selection in the FSM
c. Integrations from FSM to allow for automatic population of Zoho CRM when tasks
have been completed
d. Automatic email to be sent to electrical designer to commence preliminary design
review of installation
2. Installation/Maintenance pre-star phase
a. FSM schedule calendar integration to google Calendar, which will be used company
wide for visibility of current field team job status
b. Create triggers within the FSM to send email notification to desired stakeholders
3. Installation/Maintenance job in progress
a. When Field Service team member clicks that the job has been completed;
i. The sign-off sheet is automatically uploaded to the google drive
1. Notification to company administrator that this is available
ii. The Installation report photographs are automatically dropped into the
google drive (Client) for government grant application to commence
1. Notification to company administrator that this is available
b. Automatic email notification to sales department that job has been completed
c. Automatic email to finance department that job has completed, showing the costs
of the job
d. Automatic notification to company administrator that the job has been completed,
by email, with a link to the google drive to where the ‘handover sheet’ will have
been stored
4. P9.2 Pre-handover
a. Automatic email/notification to be sent to installation manager for report and
document review
Project Assumptions
More items or tasks may develop as the project progresses, and as such, an open line of
communication with Elmtronics LTD will be made available for any clarifications or
additional work discussions
Constraints:
1. Quality/Performance Constraints
o Prior to final handover of the project and sign off by Elmtronics LTD – a full demo
from start to finish shall be conducted and shown to the company.
2. Personnel Constraints
o It is agreed that a continuous line of communication is required between the
contractor and Elmtronics.
o The internal workload on current personnel is the very reason why the company has
outsourced this work.
o As a result of the above, all efforts will be made to reply to questions and
clarifications of the consultant in a timely manner.
3. Estimates
o The timeline for completion is 31st December 2020. (Feedback Welcome)
o Any increases to the workload or schedule out of the scope of this document shall
be agreed prior to commencement
Approvals
Acceptance of the project, and additional workload out of the scope of this project, will be
confirmed and agreed by the following personnel:
Anthony Piggott, Managing Director
Michael Wilkinson, Head of Operations
Project Objectives:
To fully populate Elmtronics’ newly procured Field Service Management Software (Synchroteam)
with all data required to ensure seamless operation between the office based Operations team and
Field based Engineering teams.
Project Deliverables:
1. Instructional documentation pack
2. Work done pack; to include the specific integrations created in achieving the project
objective by the consultant
3. Populate Synchroteam FSM with all Elmtronics Ltd data to enable full operation and
embedment into the main business process, including:
o Field team report creation
o User account set-up
4. Integration with the company’s CRM (Zoho CRM) to ensure all relevant data is available for
selection in the FSM, reducing time loss from duplicate data entries.
5. Integration with the company's support desk system (Zoho Desk) via an Rest API interface. (desirable)
Project Tasks:
1. Pre-installation/maintenance job planning (Internal company process)
a. Notification from sales team to Operations team in Zoho CRM to commence field
team job planning
b. Integration to allow job number to be pulled from Zoho CRM and available for
selection in the FSM
c. Integrations from FSM to allow for automatic population of Zoho CRM when tasks
have been completed
d. Automatic email to be sent to electrical designer to commence preliminary design
review of installation
2. Installation/Maintenance pre-star phase
a. FSM schedule calendar integration to google Calendar, which will be used company
wide for visibility of current field team job status
b. Create triggers within the FSM to send email notification to desired stakeholders
3. Installation/Maintenance job in progress
a. When Field Service team member clicks that the job has been completed;
i. The sign-off sheet is automatically uploaded to the google drive
1. Notification to company administrator that this is available
ii. The Installation report photographs are automatically dropped into the
google drive (Client) for government grant application to commence
1. Notification to company administrator that this is available
b. Automatic email notification to sales department that job has been completed
c. Automatic email to finance department that job has completed, showing the costs
of the job
d. Automatic notification to company administrator that the job has been completed,
by email, with a link to the google drive to where the ‘handover sheet’ will have
been stored
4. P9.2 Pre-handover
a. Automatic email/notification to be sent to installation manager for report and
document review
Project Assumptions
More items or tasks may develop as the project progresses, and as such, an open line of
communication with Elmtronics LTD will be made available for any clarifications or
additional work discussions
Constraints:
1. Quality/Performance Constraints
o Prior to final handover of the project and sign off by Elmtronics LTD – a full demo
from start to finish shall be conducted and shown to the company.
2. Personnel Constraints
o It is agreed that a continuous line of communication is required between the
contractor and Elmtronics.
o The internal workload on current personnel is the very reason why the company has
outsourced this work.
o As a result of the above, all efforts will be made to reply to questions and
clarifications of the consultant in a timely manner.
3. Estimates
o The timeline for completion is 31st December 2020. (Feedback Welcome)
o Any increases to the workload or schedule out of the scope of this document shall
be agreed prior to commencement
Approvals
Acceptance of the project, and additional workload out of the scope of this project, will be
confirmed and agreed by the following personnel:
Anthony Piggott, Managing Director
Michael Wilkinson, Head of Operations
Anthony P.
100% (2)Projects Completed
2
Freelancers worked with
2
Projects awarded
33%
Last project
23 Dec 2020
United Kingdom
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