Field Managers using mobile devices for project completion
Field Manager Job Automation
In banking and auditing, the field manager’s job for the most part includes managing tons of records that should be gathered from clients and transferred to a back office. Organizations are keen on optimizing this process and the main reason behind this is that quicker client assistance is required. The other reason is the need to lessen the time the field manger wastes making various visits to a single client, along these lines bringing down selling costs.
For instance, in banking, it regularly requires a few days to open a new account or settle on a final conclusion on a loan: a field manager visits a client and gathers every single required doc, takes them to the back office 1 after 3 days and managers in the back office settle on a decision. During this time, notwithstanding, the client can change his decision, and so forth quicker assistance is required!
While evaluating workers managing client side docs, they face another issue: In certain nations, copies of the documents examined by the auditor should be legally held by the auditing organization. Making paper copies at the customer’s office is possible, yet there are such a large number of docs and it is hard for field managers to carry them.
So there are two different ways to recover documents quicker and simpler:
Method 1: Scan them using a customer scanner and send the pictures to the back office.
Advantages: Get excellent pictures and get them quicker.
Issues: This isn’t the simplest way, because the field manager needs to discover the scanner, set up a connection between this scanner and the driver’s PC, and involve the scanner for quite a while, which doesn’t always assist with happy client , etc.
Or on the other hand
Method 2: Take pictures with the field manager’s cell phone and send them to the back office through the mobile application.
Benefits: quicker assistance, the fundamental gear is now accessible, in addition to extra options for monitoring and controlling the operations of the field manager.
Issues:
Transferring pictures over a mobile Internet connection requires great bandwidth, which isn’t always accessible.
Taking great quality pictures with a cell phone camera isn’t as simple as scanning, so you can get low quality pictures from the driver on the spot. If extra information capture is required, a low quality picture won’t do as such, which may set aside extra time to re-capture the pictures (and return to the customer). This prompts increased costs, delays in business processes and, at last, the loss of clients.
An ever increasing number of organizations are adopting a different strategy, and we are happy to assist such creative organizations tackle their issues with mobile application.
In what manner can these issues be addressed?
Our clients utilize the ABBYY Mobile Capture SDK (in the past ABBYY Mobile Imaging SDK). Integrated with a mobile application utilized by the field manager, this SDK allows you to check the picture quality itself on the cell phone and request to take another picture if the picture quality isn’t sufficient (it is blurry, there is a look at the picture, and so on) After accepting a good quality picture its size can be decreased utilizing the same SDK for quicker transfer through a mobile Internet connection. Presently the picture is ready for automatic data retrieval in the back office!
Case study of one of the huge four organizations
One of the four huge organizations has integrated mobile capture into an application that technical support workers use at clients and check documents on the client side. Business: In Russia, auditors are needed to keep copies of audited documents with the goal that they can make an audit report, however, documents are hard to scan on the customer side and hard to carry.
Solution :
Field managers capture documents in a client’s office with a cell phone camera through a mobile application The ABBYY Mobile Capture SDK is utilized within the application Picture compressionChecking the picture quality The transformation to PDF / A happens later on the server (for this case ABBYY FineReader Server — once in the past ABBYY Recognition Server) is used, yet in addition the option ABBYY FineReader Engine). Integration with the current file storage has been finished.