How to manage site inspections efficiently, while easing the process and raising the standards

Site inspection checklist
Site inspection checklist

Are you managing your site inspections with Excel sheets?

Then it is time you consider digital site inspection checklists to ease this process for you.

Many inspectors, auditors or site managers use traditional ways to run their inspections jobs. Hard to manage paper forms, emails, scanned documents with signatures can easily become a cumbersome work…

Modern technologies that are available today, have made it far more efficient to capture and track site inspections. From scheduling a visit, sending automated alerts to capturing information and pictures and generating rich PDFs on the go…

First of all, let’s have a look when site inspection checklists are used?

Construction, engineering and industrial companies are required to keep sites, staff and assets safe and make sure they are working according to regulations. For this purpose, an inspector visits a site and runs inspections to go through defined checklists to assess risks and to report their observations.

Construction site inspection
Construction site inspection

These checklists are defined based on the type of an inspection. Such as is it an internal inspection or an external one for a client? Or is it a scheduled or emergency one and so on…

What are the current challenges companies are facing today when it comes to managing their inspection jobs?

There are three main challenges companies are facing regularly:

1 – Managing inspections with paper forms

Main challenge here is to manually complete large number of questions in paper checklists… Scanning these checklist paper forms or re-typing into a spreadsheet, uploading and emailing them, back and forth.

If an inspector has to rely on paper forms and documents for their job, then this becomes a complicated process that can increase compliance risks.

An inspector needs to make sure that they have all the right tools and documents they need before their visit. During their visit they need to make notes of all their observations.

Using paper forms means when they go back to the office they have to scan documents, and sometimes re-type all the info. And, all of this take up a lot of valuable time.

2- Document management and unreliable reporting

Pulling together an inspection report can be extremely time consuming. Conventional ways require inspector to re-type the captured information in spreadsheets and reconcile them, which can take long time and effort.

In addition, this data will need to be transformed manually into graphs and charts to achieve insights, which is not ideal…

One of the key aspects of managing inspections is making sure that there is accuracy on reporting.

It can be frustrating for everyone involved in the process if the reports are not reliable.

3- Not being able to handle pictures and signatures on the go

Traditionally, an inspector would take pictures on site, then go back to office download these pictures and store in company systems.

It can be time consuming trying to attach the right pictures to the right logs within inspection reports.

Simplify site inspections by taking as many pictures you need on the go.

In a similar way when signatures are required from clients, subcontractors or owners, they are often taken on papers, then scanned back in the office. This whole process can be slow, error-prone and not easily accessible for searching.

To modernize your site inspection checklists, you should consider going mobile and paperless for higher control, compliance and simply for faster outcomes.

Here are 4 important tips on how you can transform site inspections and ease the process

1- Digitalise your inspection checklist and eliminate paper

Site inspection form
Site inspection form

After all, it is not efficient to rely on papers, emails, phone calls when the most important aspect of inspections is to ensure that work is being done properly to the highest quality.

Digital site inspections can be achieved with an online forms and workflow management software.

This speeds up the entire procedure. Inspections can be scheduled on a regular basis and automatically assigned to inspectors.

Automated notifications and reminder alerts can easily be sent to inspectors to remind their schedules.

Inspector can complete the checklist on a tablet or smartphone on site, attach photographs, media evidence and annotate them when needed.

Then, final reports can be shared and made available in real-time to anyone who needs to see them.

2- Use data reporting to increase quality and compliance

Data gives us the ability to see and understand progress of things. There is no doubt that it is crucial to provide clear overview of the job progress to project managers or other decision makers.

It is important that inspector flags issues on time to avoid any project delays.

With the right digital solution, data can help you with your inspection strategy and make better decisions.

By using real time reporting not only data can be shared easily, also any delays, bottlenecks can be spotted and dealt with in a faster manner.

Working with a digital solution means the records of site inspection tasks and results are saved for future reference and auditing purposes. And it can be very valuable when a hand over to another inspector is needed.

Ultimately, you will be able to manage tasks in real time and review progress from your browser, tablet, or mobile device at any time.

You will store the key data, not just scanned documents, while optimising the process and collaboration between the teams.

Reacting fast can be a major advantage for companies of any sizes to save time and resources immediately.

3- Attach pictures and signatures on the go

Mobile forms that allow you to take pictures, annotate and attach them to the form instantly is a must have. This eases the way pictures are attached to the reports. 

They can also, capture digitally client’s and inspector’s signature, generate a PDF report instantly on the go.

4- Look for flexible inspection checklist solutions

When you are looking for digital solutions to manage site inspections, you must consider solutions that allow you to customise checklists, flow, rules, alerts and more. Nowadays only capturing data is not enough.

You can always start with a template but it is vital to have the ability to make changes… big or small depending on your own needs.

With a tailor-made approach, a comprehensive site inspection delivers a better user experience.

Also, reporting should be provided in a flexible way. Different managers might have different needs.

Flexibility around reporting dashboards, exporting data into a format you need are important to help you achieve business goals and save time.


At Kianda, we build modern process apps that are both flexible and user-friendly.

Why not try our Inspection Checklist Process App today?

About Author:
Osvaldo Sousa – Digital process automation expert with almost two decades of experience in information technologies. He is the CEO/Co-founder of Kianda Technologies.

How to manage Procurement Process efficiently to reduce costs and risks

Procurement management

Is your procurement process slowing things down?

Are you using traditional ways to manage your procurement process? If your answer is yes then, it is time to boost your buying steps.

The digital revolution has started to disrupt procurement processes in the last couple of years like many other business processes. 85% of executives believe that digital transformation will alter the very fabric of their purchase process, yet only 32% have a digital strategy in place.

In the past, the process of procurement only took care of the nuts and bolts of resourcing, but latest process management technologies and automation have made it a profit-pushing strategy that empowers C-suit decision-makers. 

Procurement process managed effectively can create market visibility, minimise supply chain risks, and deliver substantial cost savings.


What Does Procurement Process Mean?

procurement system

In the simplest terms, it’s the buying of goods and services, but it includes all processes from purchase planning to value analysis and even disposals. The procurement management must achieve a profit on resale, and to do so, it must source finance cheaply and negotiate intelligently.

The old incarnation of procurement management could succeed simply by operating more cheaply than the average business, but today’s standards are higher. While world-class procurement departments operate 20% more economically and employ 27% fewer employees, that’s no longer enough.

What does procurement mean in the modern era? Sometimes, intelligent spend management; often supplier sourcing; but always digital strategy.

What are the steps in Procurement Process Flow?

Procurement process flow can be broken down into: procurement process, systems, people, and paperwork. Overall procurement process entails broader tasks like ordering, payment fulfillment, and receiving.

Procurement Process flow includes eight purchasing process steps:

      1. Requesting for a service or product

      2. Procurement Analysis to evaluate request

      3. Forward a request for proposal to suppliers

      4. Supplier Selection

      5. Procurement Manager evaluation and approval

      6. Approving the request with a purchase order

      7. Sending the purchase order to the supplier

      8. Receiving the product and confirming the delivery of services or goods (Three-way matching)

      9. Approve the invoice and forward it to payment processing

      10. Recording the transaction for the company’s records

Procurement Process Flow
Kianda – Procurement Process Flow

Why Automate Your Process of Procurement?

Excel spreadsheets and emails belong in the old age with paper procurement documents. Automated workflows that a procurement software can provide allow organisations to automate everyday tasks without human intervention. Repetitive events in software procurement can be scaled up automatically.

The procurement cycle can, and should, be digitised, not only to help you refine your strategy, but to automate it and generate a set of analytics to assess its efficiency.

Procurement software can include all the steps you’ve always used in your purchasing process. It cuts the risk of human error by automating repeatable tasks. There is no difference in procurement meaning whether you’re using digital or manual processes. Only its efficiency and transparency changes.

It can cut steps out of procurement process flow and speed up real-time interactions, but you remain the brain behind your strategy. You make the rules, editing your workflow according to your decisions.

Another important reason why to automate your procurement is to gain visibility of your procurement process. It can help to track the way your buying department manages their part of the process.

As a result of digital procurement in business, the procurement meaning has evolved to include intelligent spend management, which is more transparent than ever before thanks to digital workflows. Collaboration with suppliers is as important as ever, automation can make certain steps that they should be involved accessible to them.

This way, everyone from the procurement team to suppliers can give you input on a single platform, helping to give you full visibility of process progress easily.

Using a digital procurement system contributes to your paperless office, keeping your documents in one place. Procurement documents define contractual relationships, and automation helps to prevent important losses, keeping all your contracts in the digital sphere.

Procurement Software and Tail Spend

Small purchases tend to go unmanaged thanks to the resource-heavy manual work required. To fix the problem, the procurement process must engage suppliers, amplify transparency, and optimise inventory.

Monitoring key performance indicators, risks can be identified and procurement process strategies can be refined.

The procurement management system should monitor:

      1. Compliance rates that increase spend and lead to invoice disputes.

      2. Supplier defect rates, which cause unreliability.

      3. Supplier lead time, which improves delivery time

      4. Purchase order cycle time

      5. Purchase to pay time

      6. Cost per invoice and purchase order, which tends to suffer when there are invoice disputes

      7. Spend under procurement management

      8. Procurement procedure return on investment

What to look for when comparing Procurement Software options

Digital procurement process can be efficiently achieved with a process automation software. Digital process automation is the obvious driver of improved metrics, but the analytics themselves are still a crucial ingredient. They can be used to forecast future crises and optimise vendor evaluation. They can also improve invoicing procedures and predict demand.

Process automation software gives you full flexibility in terms of tailoring process according to your organisations unique needs.

Regardless of whether you’re handling the procurement of services or product procurement, there are several features you should be looking for when comparing procurement software options to help you improve your procurement process.

Procurement software benefits
Procurement software

Here is a list of what to look for when comparing procurement software:

      1. User-friendly customisation and scalability

      2. Accessible data and analytics

      3. Easy reporting

      4. Available in multi-devices

      5. Automated reminders and notifications

      6. Easy, multi-layered approvals

      7. Budget control

      8. Providing suppliers instant access for their input

      9. Data integration with existing systems

The modern process of procurement no longer fears risks – it predicts them.

Procurement is a constantly evolving organism, and metrics help it to advance. Procurement software de-clutters your purchasing process steps and improves its transparency, giving you control over the entire procurement lifecycle.

As a result of using digital procurement systems like Kianda, the procurement business definition has transformed from a transactional task to a transformational one.

Procurement in business has become more complex, but that’s a boon rather than a bane. Procurement procedure has never been this scalable or innovative thanks to digitalisation, and it’s put CTOs on the map.


Procurement Process Dashboard
Kianda – Procurement Process Dashboard

 

Are you looking to boost your procurement process?

Why not start a Kianda free trial and discover how you can reduce risks and bring efficiency to your purchasing. Kianda Procurement Process App is designed with our experience and best practices in mind.

Good news is that you can tailor all the pieces of the app to fit what your organisation needs. And remember you do not need to hire developers to manage the app. Anyone with or without programming skills can create business process apps with Kianda.

Get the Procurement Process App

About Author:
Osvaldo Sousa – Digital process automation expert with almost two decades of experience in information technologies. He is the CEO/Co-founder of Kianda Technologies.
 
 
 
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Purchase Order Process

Managing Quality Control Through an Effective Corrective Action Plan

Quality control corrective action plan
Quality control corrective action plan

All quality engineers and compliance managers face the need to correct some part of their process or quality management system from time to time.

Given that many businesses regardless of their industry, face increased regulatory pressures, internal quality initiatives that require companies to take a more proactive and automated approach to their corrective and preventive action processes.

This might come about because of an unforeseen fault that has developed in a product or component that, consequently, requires a form of remedial action to put right.

As well as taking corrective measures, possibly as a result of a product recall. It is imperative that corrective action is taken with regard to currently manufactured products.

This is where an effective corrective action plan can be so effective in managing ongoing quality assurance. What is it and how do you go about implementing one?

What is an action plan for corrective procedures?

Corrective action examples include things like applying modifications to existing work processes, perhaps strengthening a weakened component on the production line.

Other corrective action examples include better in-house testing before products are shipped to their customers or a list of remedial actions for whatever has gone wrong during construction project.

Quality control procedure
Quality control procedure

When quality processes have been found to be not up to scratch in the past – usually because of an upturn in warranty returns, product failures or non-conformance – a corrective action report will be put together by members of the quality control team.

This is to ensure that future failings are minimised or, ideally, gone away completely.

What should be included when thinking about corrective action planning?

Any plan to correct a quality issue should not be rolled out without a thorough understanding of the root causes of the failures in question.

Without collecting data on non-conformance reporting and generating a non-conformance log, it is impossible to know whether the corrective action procedure scope you come up with will adequately address all of the quality issues.

In the absence of the correct sort of non-conformance reporting, you may fix one problem but not address another one, thereby putting your quality processes out of kilter.

Indeed, your QHSE workflows may end up being interrupted, slowing the entire process down unless the root cause of corrective action has really be bottomed out.

How Corrective Action and Preventive Action (CAPA) can help

When it comes to corrective and preventive action, a CAPA system can be indispensable.

Only by a systematic approach that investigates faults properly across the entire scope of your design, manufacturing processes or on-site operations you will be able to come up with a corrective action plan that truly works.

You can think of a CAPA system as one that diagnoses faults as well as delivering a corrective action procedure for each of them it finds.

Of course, it is possible to go about this work in a number of ways.

Many quality control professionals will be aware that CAPA usually requires expertise drawn from a wide range of individuals working within an organisation to come up with corrective and preventive action that really works.

Some rely on spreadsheets to collate the relevant inputs from various departments, some focusing on QHSE workflows, others on incident reporting guidelines and other still on corrective action procedures for different situations.

A workflow software can simplify the entire approach to CAPA quality, can reduce the administrative burden by transforming the processes into digital forms and workflows.

The truth of the matter is, that such approaches to CAPA can become overly complex and may be susceptible to quality issues in their own right.

To put it simply, such an approach can be needlessly hard to manage. However, a digital business workflow software can simplify the entire approach to CAPA quality, can reduce the administrative burden by transforming the processes into digital workflows.

What does it do and what advantages will such workflow software offer your quality assurance teams?

Benefits of digital CAPA workflow
Benefits of digital CAPA workflow

Continuous Improvement in CAPA Quality

In order to come up with a corrective action process for each of your production failures or non-conformities on site, you need to collate large amounts of data.

Commonly, the larger an organisation is and the more product lines it has, the more onerous such a task becomes.

Without great accuracy in your quality process management, action plans may even make your quality issues worse, not better.

That is why investing in a workflow software system that is dedicated to assisting in process management is so useful.

Make the improvements last

By integrating your incident reporting workflows into a software platform that also helps you to engineer a suitable corrective action process, you start to tie up all of the contributing factors.

Reduce risks and admin tasks

Of course, using a paperless incident reporting workflow system helps everybody involved to share their knowledge in the most up-to-date manner.

Defects and faults can be tracked with the help of software which not only highlights particular areas of processes, but could also help to audit why and when such faults occur.

For example, studying the visualisations available in such a digital platform may mean that you alter your incident reporting guidelines so that you can more quickly establish which suppliers’ components have been used in a product that has failed, potentially allowing you to identify the root cause of the problem.

Collaborate effectively with all your office and on-site teams 

By investing in such a software platform, your entire organisation – not just your quality control department – can place itself on a footing for continuous improvement. Assign tasks and controls and track them using an easy workflow.

For example, it would allow technical sales representatives in the field, not just quality engineers at your head office, to input into the incident reporting workflow with your customer’s views also being taken into consideration, something that a conventional CAPA system simply cannot cope with.

This means that the corrective action procedure scope would be necessarily widened to take more fully into consideration how and when fixes might be conducted, whether in the field or back at your production facility.

Reliable reporting and tracking

Corrective action plan process
Corrective action plan process

In addition, digital business process automation software that offers quality management also allows you to inspect quality performance analytics.

You can use this to monitor in a fully audited way under what production conditions your system failings occur, for example, which production operatives tend to see the most returns.

Indeed, any quality management software worthy of the name should also be able to integrate fully with your back-end systems to help maintain and improve quality.

As such, establishing the root cause of corrective action is only one part of what digital quality management software offers.

It can lead to greater efficiencies not just with your in-house quality processes but drive-up customer satisfaction and provide improved efficiency in production processes as you learn more and more about your potential issues.

In other words, by automating your core business processes and by updating your document management activities, you can promote collaborative working processes among teams and improve management decision-making.

Further Reasons to Invest In Quality Workflow Software

Given that all manufacturers regardless of their industry – and many businesses that provide services to their customers, too – face increased regulatory pressures, internal quality initiatives are only more pressing, it requires companies to take a more proactive and automated approach to their corrective and preventive action processes.

If you are not investing in software that enables this to function accurately and in a timely manner, then you are in danger of losing out to competitors.

Today’s technology tools are intuitive and can work seamlessly with your existing processes without demanding big investments.

Furthermore, quality software of this type can be integrated seamlessly with all of the other apps and software systems you are currently using.

Quality audit process
Quality audit process

Automating CAPA quality means being able to produce data for national, regional and global regulatory inspectors as well as those all-important ISO auditors.

Not only will deploying one reduce audit times and time spent on gathering your findings but it will decrease business risks by helping you to identify the right preventive action to take every time.


Kianda is a workflow automation platform that allows companies like yours to automate and streamline quality management processes via easily built online forms and workflows.

To discover how Kianda can help you start your free trial today!

Start your free trial

About Author:
Osvaldo Sousa – Digital process automation expert with almost two decades of experience in information technologies. He is the CEO/Co-founder of Kianda Technologies.
 
 

Travel Request Form

Travel request template

Any type of approval process that uses emails, spreadsheets is not efficient.  It causes lack of visibility and compliance. With digital workflows you will free-up valuable time and achieve efficiency.

Also, it is important to centralise and digitalise these type of requests to ensure there is visibility overall and avoid delays in the approval process. 

A travel request approval process is essential for every business. It is a procedure regularly used by organisations for their employees to request arrangements for a business trip. 

Travel-request

This template handles travel requests and approvals for employees. It allows selection from travel types such as flight/ferry/train/etc. The different travel types present differing information requirements, therefore form displays fields according to the user selection dynamically.

Also approval process can easily be extended to have multiple approval levels depending on conditions such as the value, type of travel mode, reason for traveling etc.

Overall, workflow starts with employee requesting for travel tickets and accommodation arrangements while providing purpose of the travel and passenger details. The travel department or HR review the request and make the necessary arrangements. 

In addition, the workflow can easily be expanded to allow employee travel document validation or adjust fields and settings based on employee’s profile.

When an employee starts a request, their profile including the passport details can be pre-populated based on the data stored in your IT systems.  Kianda system issues an alert notification to traveler if their passport has expired/is due to expire. When passport is expired system can flag to the travel team; and if required it can prevent submitting travel requests for flights.

Also, final cost reports by business unit, cost center, department or individual can be achieved via reporting dashboards.

In addition, you can make this workflow visible to all employees whether they are in your IT systems are not. By using Kianda anonymous (public) forms you can share forms publicly and let your remote staff submit requests from anywhere.

Don’t forget to explore Kianda template store when you sign up and check out all other templates designed to help you to get started.

Get started with this template now!

Get this template

Workflow automation software Kianda sponsors European SharePoint Conference – as featured in The Record Technology Magazine

Kianda BPMWe talked about our Kianda journey to date to The Record Technology Magazine and about our sponsorship in the upcoming European SharePoint Conference #ESPC18.

Workflow automation software Kianda was launched in 2017 in European SharePoint Conference in Dublin.

“We are thrilled that, since our launch last year, more than 5,000 enterprise users are now building cutting-edge digital process automation solutions across several industries using Kianda,” said Derya Sousa, the company’s co-founder and commercial director.

To read the full article click here Record Magazine

 

How to optimise Per Diem Management for Aviation

Aviation per diem management
Aviation per diem management

What is Per Diem anyway?

Per Diem means Per Day. It is also referred as daily allowance.

It is a particular measure of money an organisation provides for an individual, frequently a representative of the organisation, to cover everyday costs when travelling for work. A per diem can incorporate part or the majority of the costs acquired. Most companies pay the government rate, which is based on the cost of living in the location being visited.

In aviation, it is usually available to a pilot, flight attendant, crew member or office staff who are travelling for business. It is the reimbursement for his or her meals and incidental expenses. Every airline pays differently per diem rates.

Read – How an aviation company streamlined their HR and Finance processes

One method is employees request the actual cost of meals, lodging, and incidental travel costs may be deducted, subject to certain limitations, providing the invoices and receipts. The other method is the allowance method, which employee is only required to be able to prove where they were, and that they were travelling as a requirement of their work. Generally, in the aviation industry, most employees and independent contractors use the allowance.

How to optimise per diem management

A per diem request workflow designed with a process automation platform like Kianda Forms provides a single platform for flight personnel or office staff to make a request before or after they travel.

This automated process empowers personnel to do their per diem calculations and request as quickly and easily as possible. It is presented as a simple digital form where employees can consult what is available to them.

They can submit their request even when they are off-line during a flight.

Employees can easily reach the information they need and submit their requests without any delays or unnecessary email communications. Information related to the submissions can be stored in the company’s existing data systems so that this all can be tracked ensuring regulations and compliances.

If you are planning to streamline your organisation’s per diem management and eliminate the errors to bring consistency then talk to us.

Discover how Kianda Forms can allow you to achieve great results and take your operations to the next level within Aviation industry.

Why every business can benefit from automated process workflow system

Business Process Automation

Modern enterprises have common objectives related to digital transformation aiming to improve productivity and collaboration in their organisations. Organisations succeed when they manage to incorporate new technologies into business operations and company cultures. One of the ways to achieve these goals is by automating recurring business processes.

Despite all the available latest technologies, innovations, mobile solutions, AI’s, enterprises still seem to be somehow in a catch-up mode when it comes to digital transformation. Continue reading “Why every business can benefit from automated process workflow system”