Case Studies | Client Success Stories

Offline Mobile Electronic Forms Empower the Canadian North

Situation:

The field technicians at NorthwesTel are responsible for setting up and servicing Internet, TV, and phone services to clients in various communities. Filling out hand-written, paper-based forms to document information is a key part of the job. Workers are required to document workplace hazards, track details of vehicle safety checks, and obtain sign off from a client that work is completed. NWTel wanted to shift to have field techs use digital forms while out in the field.

Challenges:

NWTel was looking to work with a solution provider who had experience with managing change within an organization. They looked for guidance on how to empower their staff to build new habits and use the electronic forms on their mobile devices when they were comfortable using the paper-based system. The primary challenge for NWTel was that their field technicians are often working in remote Northern communities with limited or no access to reliable, mobile data or Wi-Fi connections. Most electronic form solutions require users to use mobile data or Wi-Fi to submit a form data. The Forms Solution would need to work offline. Another priority for NWTel was working with a team that could design electronic forms that were simple to use, as Field Techs need to be able to get their job done quickly and with minimal training.

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