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Notes from the Field: Best Practices Designing Field Data Processes

Working in the field is demanding, expensive, and chock full of unknowns you encounter along the way. That means getting to a highly optimized and efficient workflow is the result of stages of iteration, trial and error, and directed testing to balance trade-offs toward getting the data you need. Join Coleman McCormick, in partnership with Geo Week, as he presents best practices in designing field data processes.

In this session, we looked at addressing a field project’s “jobs to be done” through the lenses of planning and prototyping (before), collection (during), and reporting (after), with the top 5 best practices for each phase.

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.

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Improve Field Processes
Track team effectiveness and productivity with rigorous processes and better data
Streamline Reporting
Ensure accurate, up-to-date, accessible documentation for clients, managers, regulators and other stakeholders
Make Data-Driven Decisions
Leverage real-time, geotagged data to determine next steps and make faster, more informed decisions

Trusted by more than 2,500 companies and 30,000 users in 100+ countries

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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