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Customer Success Story
Engineering Consulting Firm Finds Big Efficiency Gains Going Paperless
Leach Wallace Associates (LWA) is a U.S. consulting engineering firm that provides comprehensive mechanical, electrical and energy systems design services for institutional, commercial, industrial and government clients. LWA focuses on the quality and value of its engineering services as key differentiators vs. competitors. This strategy is validated by 80% of the company’s work coming from repeat customers
Overview
Bringing field and office teams closer together
LWA’s business depends on the efficiency of its engineers in the field. With a staff of 130 and dozens of simultaneous projects, it was critical to manage team resources effectively, reduce time needed for each job and minimize the chance for human error. The company realized many existing processes were inefficient – wasting time and team resources.
Challenges
Decreasing time spent on checklists
- Field team spent valuable on-site time on tasks like flipping through printed binders
- Only senior level engineers were capable of doing a majority of the work
- Delays occurred when a new engineer picked up partially completed work
Solutions
Choosing paperwork storage solution
- Field tasks are prepared in the office as automatically generated checklists.
- Field workers access, complete, and submit the fillable PDF forms on their iPads in the field.
- Capturing data from pdf forms are smooth and effortless with eSignatures from business owners on- and off-site.
- Delegated checklists for post-processing are instantly sent from field to office.
Improved collaboration between field team and office staff. Fluix approval management software enables LWA field engineers and office admins to work together with form filling, annotations, and document workflows according to user roles in the process. Reassign, review, and approval scenarios are now everyday practices across the company.
Easier supervision of subcontractors. Tracking document activity is now possible for supervisors who need to view granular-level field data on construction forms used for inspection checklists. LWA staff can also quickly identify and act on schedule inconsistencies, ask about potential issues and give feedback on the work performed.
Results
A heaven for document workflow automation
LWA was able to make the most dramatic efficiency gains by going completely paperless with Fluix:
- A simplified on-site process that can now be used by both senior and junior engineers
- More work done with accelerated task execution and instant data turnaround
- Document collaboration streamlined with workflow automation
“Fluix is the best tool for distributing, tracking, and collecting construction documentation, like construction forms for contractors, during the building commissioning process. It is a perfect fit for custom mobile forms that are essential to our business.”
Rick Snyder,
Senior Commissioning Agent,
Leach Wallace Associates
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