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Process Optimisation Blueprint

Explore how successful businesses tap into the power of Kanban to run their operations successfully with this handy workbook!

When you receive your email simply click on the link and you will be taken to our Knowledge Centre, for our no-nonsense and actionable guides to show you how Lean can look in practice in your organisation.

  • Create an Accountable Team
  • Set SMART, achievable Goals
  • Be more transparent and accountable
  • Identify bottlenecks in processes and eliminate them
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Biz Lite

Start with a single workflow
INR40per user / mo
Employees - 1 Unit peremployee
Customers - 0.2 Units per customer
Global Pricing
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Features

Customer Collaboration Free

  • Customer dashboard
    Provide customers with a complete view and status of their service requests
  • Wallboard communications
    Make announcements, or receive acknowledgements with customers
  • Contextual chat
    Chat with customers contextually and share case information within a service request
  • Email updates & notifications
    Share confirmations, acknowledgements, proof of service through emails
  • Feedback & ratings
    Collect customer feedback and service ratings

Back Office Operations

  • Kanban smartboards
    Gain a multidimensional bird's eye view of service requests at various stages of fulfilment
  • Graphical Dashboard
    Visual representation of the operational key performance indicators
  • Alternate workflows
    Skip steps or set rollbacks in processes to manage exceptions in linear workflows
  • Service compliance manager
    Create checklists and custom forms to ensure process compliance
  • Role-based permissions
    Create role-specific functions and permissions
  • Task delegation
    Create and delegate tasks to specific individuals for collaborative teamwork
  • Recurrence manager
    Schedule and manage repeat and contract services
  • Service cloning
    Duplicate workflow configurations and service requests
  • Bulk service import
    Import multiple service requests from spreadsheets
  • Service reports
    Generate reports on services rendered by date range, service type, and customer
  • Time-stamped activity logs
    View a detailed time-stamped log of activities performed at every step
  • Activity report by team & assignee
    Compile reports on services rendered by teams, assignees, date range, and service type

Field Service Operations

  • Live trip dashboard
    Monitor the status of ongoing trips on a Kanban-inspired dashboard
  • Real-time map view
    Monitor the geographical location of vehicles or field agents in a live map view
  • Service trip manager
    Plan field service delivery by mapping service locations to trips and optimising routes
  • Ad-hoc field trip manager
    Track and manage unplanned field service trips
  • Offline location tracker
    Track the location of field agents in the offline mode for low or no network areas
  • Beat planner
    Create a beat plan of customer locations that need to be serviced periodically
  • Batch trip planner
    Plan batch trips to service multiple customer requests within a single trip
  • Trip merger
    Merge planned trips to save operational costs and increase efficiency
  • On-field exception handling
    Force-stop trips or make amendments based on changes in circumstance
  • Fluid service planner
    Add new service locations to an ongoing trip
  • Pitstop manager
    Track breaks for rest, food, fueling, vehicle repairs, and maintenance activities
  • Payout manager
    Manage trip incentives and payouts for field staff
  • Vehicle manager
    Manage a fleet of vehicles and their assignment in service delivery
  • Service location manager
    Maintain a list of customer geolocations and frequently visited locations
  • Proof of visit
    Collect photographic proof of services delivered with geocodes and timestamps
  • Trip log
    View a complete timestamped activity log of the entire trip including distance travelled
  • Trip reports
    Generate trip reports by vehicle, field staff, and date range
  • Payout reports
    Gain complete visibility of service payouts by field staff and date range
  • Pitstop reports
    Generate reports on pitstops during trips by pitstop type, field staff, and date range
  • Field service reports
    Obtain comprehensive reports of every location serviced on the field by date range
  • Trip Policy
    Set your bespoke start and end governance for holistic trip management
  • Fatigue Management
    Set timer alerts to prompt drivers to take breaks at intervals to avoid fatigue
  • Field Trips
    Monitor field staff real-time during an ad hoc trip while they visit customer locations

Consignment Delivery Operations

  • Live consignment tracker
    Track consignment movements from the point of pickup to delivery
  • Consignment delivery planner
    Plan pick up and delivery of consignments by optimising routes and sequences
  • Live pickup & delivery notifications
    Receive real-time notifications on consignment pick up and delivery
  • Proof of pick up and delivery
    Collect timestamped photographic proof of consignments during pick up and delivery
  • Delivery notes with e-signature
    Obtain digitally signed customer acknowledgements
  • Fluid consignment planner
    Add new consignments to an ongoing trip
  • Consignment reports
    Generate in-depth reports on all consignments delivered by date range

Sales & Merchandising Operations

  • Order to delivery tracker
    Live-track products ordered from order to delivery in single or multiple consignments
  • Product catalogue manager
    Maintain, add, or remove items from a complete catalogue of products
  • Fluid order & delivery manager
    Amend product orders at any point during an ongoing trip
  • Returns manager
    Track product order returns and exchanges
  • Merchandising manager
    Track merchandiser movements as they fulfil service requests
  • Product order reports*
    * Coming soon
    View detailed reports on product orders placed and fulfilled by date range

Biz Lite for
remote teams

A perfect simple business process management tool for your team to empower them in remote working. Manage your business seamlessly with a single workflow and a unified view of all activities in the workflow. The most cost-effective BPM tool available today to improve your business productivity!

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