Egnyte & Jotform solve the need for real-time information from the field to the office, online and offline.

Connectivity for field teams to work and upload offline

Boosted productivity and collaboration from real-time information sharing

Challenges

Dedicated to ensuring every lighting project, from design to implementation, runs smoothly, PLS is on hand whenever customers encounter a problem.

Minimizing disruption to high value commercial projects is a top priority. So, automating the data collection needed to provide customers with up-to-the-moment reporting on job status, or notifying them of any cost implications relating to a technical issue, are critical.

PLS wanted to find a way to streamline the whole process, and make this data more accessible to all. That meant boosting the information sharing and collaboration capabilities of its office-based and mobile field technical teams – so everyone could serve customers faster, and smarter.

Solution

When PLS’s James Shield began exploring ways to supercharge data collection from the field technicians, and automate information exchange between office-based and mobile workers, he made an unexpected discovery.

Integrating JotForm mobile forms with Egnyte has transformed the operational capabilities of its teams. Eliminating any need for manual data entry, PLS has been able to automate its reporting workflows to the benefit of all.

PLS technicians now use electronic job sheets, created using JotForm. These can be completed on location and provide a detailed record of each job – start and end times, what’s been done and why, inspection photos, next steps, and job sign-off signatures.

Results

• Convenient and streamlined data collection from the field
• Field teams can work offline and upload once they have access to connectivity
• Automated reporting and notifications
• Real-time information sharing that boosts productivity and collaboration
• Enhanced security for third-party data sharing

“Integrating Egnyte with JotForm enabled us to initiate automated real-time reporting directly from the field. The moment a mobile technician submits a form, everything is captured by Egnyte and is instantly available to our office-based teams.”

James Shield

Chief Technology Officer