The client's original scheduling workflow was handled manually using a series of printed documents. This process included logging samples, creating physical project folders for technical sheets, delivering project folders to lab management, assigning projects, returning worksheets to lab management, scanning worksheets, creating client reports, and creating email reports.
DMC digitized this process by creating SharePoint lists for each sample the client received. For every sample the client received for testing, a new SharePoint project was created to store the data digitally. Once the new sample was logged and a project folder created, technical sheets about the product, the material, and the required tests could be stored inside.
DMC added additional metadata fields where upper management could add test types, notes, work orders, agreements, and additional details. Lab managers would then view work orders and assign them to the appropriate staff online instead of having to manually input it into a scheduling system or do so on paper. Staff was then able to access this schedule and easily see their tasks for that day.
This system eliminated the need for a hard copy system of logging samples and scheduling follow up tasks, creating a faster, and more efficient scheduling workflow.
Learn how DMC's SharePoint solutions can help you and contact us for your next project.