Building a system to manage the field

Software to manage routing for a casual workforce

Overview

In 2021, our team shifted its focus to developing a product specifically for field operations. This strategic move was driven by the business's objective to enhance our Net Promoter Score (NPS). Feedback from property owners, particularly concerning issues like cancellations and errors, with routine inspections being among the top three complaints. Additionally, the cost of service for a field ops task stood at $45 per task, with over 1,000 tasks monthly and a growing trend. Despite being a significant part of our business, we surprisingly lacked a dedicated product in this area. Furthermore, high turnover among schedulers and internal feedback indicated that our current systems were falling short on delivering a great user experience.

Process

So to provide context on the area we were working on. Property managers typically handle various responsibilities, including rent collection, maintenance, advertising, tenant screening, and conflict resolution, as well as conducting property inspections. Traditionally, property managers are expected to manage all these tasks. However, at Different, we utilise a casual workforce, referred to as "home experts," to perform on-field operations, which are then communicated to schedulers and Property Partners. This approach allows Property Partners, who specialize in customer experience, to concentrate on managing relationships with owners and tenants. We decided to do further research in order to see where were the painpoints within this process were.Our research revealed several key insights: Lack of Centralization: We didn't have a centralized list of home experts or their assigned tasks. Reliance on multiple spreadsheets and external tools made it difficult to track progress or identify areas for improvement. Communication Reliance: Operations heavily depended on conversations to confirm task completion. This lack of real-time status updates led to inefficient communication channels like Slack for simple confirmations. Performance Measurement Difficulty: Using various tools for field ops work obscured performance visibility at both task and job levels, complicating cost understanding at a property level and forecasting for future work. High Management Overhead: The mix of systems and tools resulted in cumbersome scheduling and planning for home experts, leading to administrative overhead, missed tasks, and reduced responsiveness. Fragmented Tools for Home Experts: Home experts had to navigate multiple, often poorly integrated tools, hindering collaboration and leading to incomplete or substandard work. Owner Frustrations: Owners expressed dissatisfaction with the lack of transparency, particularly regarding routine tasks, which are a top priority for them. This lack of clarity often led to unnecessary follow-ups. After extensive deliberation, we identified two primary areas to address with our new product: Visibility: We aimed to provide a comprehensive view of all activities and participants, with data centralized in our database. Efficiency: Our goal was to reduce redundant tasks through technology, such as eliminating the need for double-checking timesheets and manual data entry. We believed that improving in these areas would not only benefit property owners but also enhance the overall experience. By equipping our operations team with better tools, we could work towards optimizing and reducing service costs. While we had specific metrics and plans in place, we were mindful of the adage that everyone has a plan until they're punched in the face. So we came up with a solution and that solution was the development of a sophisticated, interconnected system within our enterprise software, Andi and within our Apps. This system was designed with several key components to streamline our field operations: Queue System: We implemented a queue system that functioned as a state machine. This system was responsible for scheduling jobs efficiently and effectively. Job Pool: The job pool served as a central hub, distributing tasks to schedulers. These schedulers were then tasked with assigning jobs to our home experts, ensuring a smooth flow of operations from one stage to the next. Home Expert App: A crucial component of this system was a dedicated app for our home experts. This app allowed them to track their job statuses, understand their schedules, and stay informed about upcoming tasks. This level of organization and accessibility was key to enhancing their efficiency and effectiveness in the field.

So to provide context on the area we were working on. Property managers typically handle various responsibilities, including rent collection, maintenance, advertising, tenant screening, and conflict resolution, as well as conducting property inspections. Traditionally, property managers are expected to manage all these tasks. However, at Different, we utilise a casual workforce, referred to as "home experts," to perform on-field operations, which are then communicated to schedulers and Property Partners. This approach allows Property Partners, who specialize in customer experience, to concentrate on managing relationships with owners and tenants. We decided to do further research in order to see where were the painpoints within this process were.Our research revealed several key insights: Lack of Centralization: We didn't have a centralized list of home experts or their assigned tasks. Reliance on multiple spreadsheets and external tools made it difficult to track progress or identify areas for improvement. Communication Reliance: Operations heavily depended on conversations to confirm task completion. This lack of real-time status updates led to inefficient communication channels like Slack for simple confirmations. Performance Measurement Difficulty: Using various tools for field ops work obscured performance visibility at both task and job levels, complicating cost understanding at a property level and forecasting for future work. High Management Overhead: The mix of systems and tools resulted in cumbersome scheduling and planning for home experts, leading to administrative overhead, missed tasks, and reduced responsiveness. Fragmented Tools for Home Experts: Home experts had to navigate multiple, often poorly integrated tools, hindering collaboration and leading to incomplete or substandard work. Owner Frustrations: Owners expressed dissatisfaction with the lack of transparency, particularly regarding routine tasks, which are a top priority for them. This lack of clarity often led to unnecessary follow-ups. After extensive deliberation, we identified two primary areas to address with our new product: Visibility: We aimed to provide a comprehensive view of all activities and participants, with data centralized in our database. Efficiency: Our goal was to reduce redundant tasks through technology, such as eliminating the need for double-checking timesheets and manual data entry. We believed that improving in these areas would not only benefit property owners but also enhance the overall experience. By equipping our operations team with better tools, we could work towards optimizing and reducing service costs. While we had specific metrics and plans in place, we were mindful of the adage that everyone has a plan until they're punched in the face. So we came up with a solution and that solution was the development of a sophisticated, interconnected system within our enterprise software, Andi and within our Apps. This system was designed with several key components to streamline our field operations: Queue System: We implemented a queue system that functioned as a state machine. This system was responsible for scheduling jobs efficiently and effectively. Job Pool: The job pool served as a central hub, distributing tasks to schedulers. These schedulers were then tasked with assigning jobs to our home experts, ensuring a smooth flow of operations from one stage to the next. Home Expert App: A crucial component of this system was a dedicated app for our home experts. This app allowed them to track their job statuses, understand their schedules, and stay informed about upcoming tasks. This level of organization and accessibility was key to enhancing their efficiency and effectiveness in the field.

Outcome

The implementation of this connected system within Andi led to several significant outcomes: Integration of Tasks and Routine Products: Our system successfully integrated task and routine management products, streamlining operations and improving efficiency. Increased Transparency for Owners: Property owners were now able to view routine operations, gaining much-needed transparency and reducing the need for follow-ups. Widespread Application Across Products: The pattern established by this system was effectively replicated across all our other products, demonstrating its versatility and effectiveness. Enhanced Operational Analysis: Operations teams gained the ability to closely examine their processes and costs. This level of insight was pivotal in optimizing operations and reducing expenses. Elimination of Spreadsheets: The new system eradicated the need for multiple spreadsheets and external tools, centralizing data and simplifying management. Impact on Routine Inspection Feedback: The system positively influenced our routine inspection feedback in surveys, indicating improved satisfaction among property owners. Increased Scheduler Satisfaction: A notable outcome was the increased satisfaction among our schedulers. With five happy schedulers reported, it was clear that the system not only improved operational efficiency but also enhanced employee satisfaction and reduced turnover. In summary, the development and implementation of this connected system within Andi marked a significant step forward in our operational capabilities, directly addressing the challenges we had identified and leading to measurable improvements in efficiency, transparency, and overall satisfaction among both staff and clients.

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Hit me up and lets make some magic

Made with ❤️ In Sydney Australia

Hit me up and lets make some magic

Made with ❤️ In Sydney Australia