Solution Overview - Digital Check-lists

Digitised checklists, enabling managers to use tablets for task tracking, image documentation, and digital sign-offs. Our check-list solutions enhance efficiency, ensures audit reliability, and has broader applications in industries like manufacturing and retail.

Service
Digital transformation
Tech
  • Web app
  • Mobile-first design

Problem statement

Construction companies face the challenge of managing thousands of critical tasks that must be completed to specific standards, ensuring both compliance and high-quality outcomes. Traditionally, these tasks are tracked using paper-based checklists, which are prone to damage and do not support rich auditing features like image attachments, digital signatures, and detailed records of who signed off on specific items.

Solution approach

To address this issue, we have worked with construction companies to digitise their checklist processes. Our solutions enable them to manage templated checklists and create site-specific versions that site managers can easily fill out using tablets. The system allows for comprehensive tracking of progress, the inclusion of images and comments, and the ability to document who signed off on particular tasks. This digital transformation not only enhances the reliability of the audit trail but also improves overall efficiency and accountability on-site.

Lessons learned

One key insight we gained from implementing this solution is that site managers, who are more comfortable with traditional paper and pen, have quickly adapted to the digital process. By using a digital pen on compatible tablets, they can write naturally, and their handwriting is seamlessly converted into typed text. Our solutions also offer full-page note-taking capabilities, making the transition from paper to digital smooth and intuitive. This feature has been instrumental in ensuring that even those less familiar with digital tools feel at home with the new system, leading to higher adoption rates and greater satisfaction among site managers.

Other applications

  • Manufacturing: Similar to construction, manufacturing plants have complex processes that require precise task management. Digitized checklists can help ensure that each step in the production process is completed correctly, with detailed records of who performed and approved each task, along with supporting documentation such as images.
  • Facility Management: Facility managers can use this solution to track maintenance tasks across multiple properties. By digitizing their processes, they can ensure that maintenance is performed according to schedule, with detailed records of the work completed, including before-and-after images and technician sign-offs.
  • Retail: Retail businesses can use this approach to manage store audits, ensuring compliance with brand standards. Digital checklists can track everything from merchandising to health and safety checks, with real-time updates and a clear audit trail.

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