Workflow Management Made Efficient

The Problem

Many Point of Sale software systems or 3rd party workflow tools offer the ability to see the vehicles in work in progress and all the attributes that might matter. The result: a busy user experience. Noise overshadows the essential information you need to see. As a result, the service advisor still uses sticky notes or is trying to memorize everything. The more vehicles the more noise.

The Solution

Split the information needed to make decisions by the service advisor or dispatcher into attributes that are always needed

• customer name, RO number, vehicle info, etc.

and information that is specific to the workflow step. For example, while the vehicle is in the estimate state, it is important to know whether the customer

• opened the DVI results, or studied it for more than 5 minutes or 
• didn't open the DVI for more than 20 minutes

That info is irrelevant in any other workflow step.

Introducing ProViewIQ.

ProViewIQ shows you only the information that matters. The results:

• Easy to navigate
• No overwhelming info you already know in your face and taking so much space or is irrelevant
• Customer interaction labels that tell you exactly what the customer did with the DVI sent to them
• Completely automated, very few steps need to be done manually. In other words, vehicles move automatically through the workflow steps based on technician and service advisor actions.
• Smart labels (the icons popping up on every tile) are automated too.

Compare one of the PoS solutions (top section) with ProViewIQ (lower section) in the screenshot below.

Notice that information important to the workflow step replaces the info which becomes noise and way more status info is telling you the whole story?