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