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Measure Twice, Cut Once: Three Pitfalls to Avoid with Facilities Management Software Reporting

Posted by Christie Turner on Jul 9, 2019 12:06:00 PM

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Using Corrigo’s powerful, easy-to-use reporting features can be a thrilling experience. The software – and your team’s use of it – can maximize best practices and grow process efficiency, but how can you tell if it’s delivering its full potential? And how will you know that you’re putting it to its best use? Here are three common pitfalls to watch out for as you dig into a new level of business intelligence.

1. Counting widgets instead of measuring user adoption.

How do you know if you’re measuring the wrong things?

  • You’re looking at broad metrics that don’t tell you how the software is being used.
  • You find yourself looking up things like work order count and how it changes over time.  

What should you be measuring?

Monitor the data points that tell you how well key user groups ­– like vendors, technicians, dispatch, and end users – are following critical workflows.

Pay attention to the data that gives you insight into questions like:

  • What percentage of my work orders are created directly by the end user (not typed in by my call center)?
  • How many of my assets are being included in the life cycle planning analysis?
  • How many of my vendors are doing accurate check-ins and check-outs from job sites?

2. Trying to measure things that can’t be fixed. 

To be useful, your reporting needs to give you data that is both meaningful and actionable. How do you know if you’re measuring things that can’t be fixed?

  • You gain insights that don’t help you do anything about a problem.
  • You find yourself focusing on information like average invoice amount and average spend per store. These data points don’t help you make thoughtful changes that will improve your costs and results.

Facilities management software can give you enormous insights into your business operations, but your team needs to understand what counts as meaningful, actionable data. Start by identifying a problem, then find the numbers that tell you how to prioritize it and how best to implement a solution. For instance, you could ask:

  • How many assets have service warranties attached to them?
  • How many assets have manufacturer warranties attached to them?
  • How many service providers in our system have locked rate cards on file?
  • How many work orders are created or updated by scanning an asset tag?
  • What percentage of invoices are sent back to vendors for NTE or rate card rule violations?

3. Trying to measure things that aren’t measurable. 

If you’re staying focused on actionable metrics, you’ll avoid this pitfall entirely.

As much as everybody loves solid data, it remains true that not everything can be quantified. “Is Technician #3 taking significantly more time to handle calls than Technician #2, and are their customer satisfaction scores comparable?” can be quantified. “Have we done everything we should to make each of our technicians successful?” is tricky to answer until you’ve taken human conversations and process analysis under consideration.

Performance and quality are two areas with measurable and actionable indicators. Focus on those and Corrigo’s reporting capabilities will guide you to incredibly effective conversations and next-level results.

Contact Corrigo to find out how you can get the most out of your reporting features.

Topics: Visibility, Intelligence, Reporting

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