Effort (a solution by Spoors Technology); a DIY Workflow and Workforce Management Platform, has ensured productivity improvements for some global organizations like Mahindra Finance, Xerox, Makemytrip, PhonePe, Siemens, L&T Finance, and many more. Effort is being used by 150+ customers across 10 countries with over 50000 users. Each day over 2 million activities are being performed on the platform.

The solution has references in various industries, including:

• BFSI & NBFC
• E-Commerce and Travel Aggregators
• Agrovet / Poultry
• Manufacturing and Services
• Retail
• Field Verification and Audit
• Telecom
• Healthcare

Features

i. Field Operations Management

• Selfie based attendance, monitor whereabouts, Geotag and timestamp all activities
• Customer/Partner/Dealer Visit monitoring
• Visits/beat planning and management via Day plans/ Route plans
• Book Orders, DSR’s , Surveys, Feedback and more on the move
• Create unlimited activities instantly using forms, support for Barcode/QR code, Images, Signature, Payment gateways etc
• Define and generate custom PDF documents based on form data
• Integrate with any system (ERP, HRMS etc) to push Activity data

ii. Workflow Management

• Configure no code workflows (Approvals, SOP, Action, Checklist)
• Access workflows conveniently via offline Mobile native app, Web App(Mobile and Desktop)
• Enable Remote collaboration between customer, individuals, groups , and across organizations
• Conditional and Rules based actions allocation and scheduling
• Dashboards, Dynamic Reporting & Configurable alerts
• Define and Manage TAT and escalations
• External Systems integrations and Inline process Integrations with Data Provider Bot and Decision bot using Drools

How does EFFORT help across departments?

i. Logistics

• Material Receipt and
• Approval
• Monitor stock
• Employee Mapping
• Consignment Tracking
• Stock Return
• Client Management
• Vendor Management
• Territory Mapping
• Route Mapping

ii. Operations

• Product Quality Check
• Full Fill Orders
• Customer Visits
• Project Planning
• Material Inspection
• Site Inspection
• Equipment Maintenance
• Log
• Surveys
• Capex Approvals

iii. Sales and Marketing

• Sales Invoice
• Lead Management
• Vehicle Scheduling
• Refund / Return Request
• Sales Discount Approval
• Order Booking
• Know your customer
• Check-in/Check-out
• ATL & BTL Marketing
• Sales Incentive claim
• Attendance

iv. Service

• Ticket Management
• TAT Monitoring
• Escalation Matrix
• Client Engagement
• Prioritize Tickets
• Knowledge Base
• Client Feedback

v. Human Resources

• Skills Development and Evaluation
• Employee Onboarding
• Employee Resignation
• Employee Exit Checklist
• Employee Timesheet
• Employee Exit Checklist
• Capex Request
• Business card request

vi. Finance and Accounting

• Budget Approval
• Petty Cash
• Asset Purchase
• Overtime claim
• Travel Request
• Purchase request
• Purchase Order
• Travel Reimbursement