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Notes from the field: best practices designing field data processes

Fieldwork is demanding, expensive, and full of unforeseen challenges. Achieving an optimized, efficient workflow involves iterative stages, trial and error, and focused testing. These efforts balance trade-offs to capture the necessary data. Join Coleman McCormick, in collaboration with Geo Week, as he shares best practices for designing field data processes.

In this session, we addressed a field project’s essential tasks through various phases. We examined planning and prototyping (before), collection (during), and reporting (after). Additionally, we identified the top five best practices for each phase of designing field data processes.

What we covered:

  • Overview of jobs and building solutions, designing projects, and working with teams
  • Fieldwork process and its feedback loops
  • Pitfalls and traps
  • Phases of field workflow, tips, and best practices

Speaker: Coleman McCormick, VP of Product Development at Fulcrum

Coleman McCormick has been building software products for 15 years, at the intersection of GIS, workforce optimization, and field inspection management. Coleman heads up Fulcrum’s product design team, advancing our technology and working with customers to build best-in-class tools for managing their field workflows and processes. Before Fulcrum, Coleman spent years working in the civil engineering and consulting space where he applied GIS technology in utilities and construction projects.

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Best practices designing field data processes

What is Fulcrum?

Organizations worldwide trust Fulcrum’s SaaS-based data collection platform to capture and share reliable information about field activities, much faster than paper or other digital solutions. Standardized, easily customized, and well-integrated data collection delivers improved clarity for decision-making and better productivity for lower costs.

Standardize data collection
Digitally transform your processes with a single platform that increases productivity, improves data quality across all use cases, and securely delivers real-time data.
Customize collection processes
Easily adapt to changing requirements with drag-and-drop app modification, full customization and extension capabilities, customizable reporting and alerting.
Streamline two-way integration
Expand the reach and usefulness of your data with best-in-class integration with Esri ArcGIS, real-time, two-way integration with any application, and built-in integration with email, SMS, and more.
Jim Metz - speeds things up, adhering to safety sop

Jim Metz

Vice President of Safety
FM Sylvan
Fulcrum speeds things up. It was almost instantaneous. It allows accountability for people running the job to see what their guys are doing to make sure they’re adhering to safety policies.
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Aaron Vanover - catch more issues

Aaron Vanover

Manager of Quality Assurance and Quality Control
Halton Company
Using Fulcrum, Halton Company’s quality control team provides richer, better documented support, enabling them to catch more issues.
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Daniel Stepner - easy to use, customer service

Daniel Stepner

Senior Consultant
I have used many programs for field asset inspections. Fulcrum has been the easiest to set up, use in the field, and update. The service provided by the Fulcrum team has been top-rate.
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James Watts - safety once you close the loop from action to insight

James Watts

Director of Health and Safety
Snavely Forest Products and Weekes Forest Products
Fulcrum helps us improve processes and make our work environment safer by streamlining inspections, surfacing inspection-related insights, and managing follow-up actions. Once you close the loop from action to insight to further action, the possibilities are limitless.
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Gavin Kelley - training period short, same data whether junior/senior collector

Gavin Kelley

Senior Software Developer
Tilson Tech
It is so easy to use that our training period is greatly shortened. Data quality is very important to us so it can’t be overly complicated. We still get the same data quality regardless if it is a junior or senior data collector.
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