The post Top 5 Benefits of Using Okappy Portal+ to Grow Your Business appeared first on Okappy.
]]>Okappy Portal+ is a business to business workforce management platform. It applies social and market networking technology to a real business need. The need of communicating and collaborating with employees, subcontractors and customers, who are often at different locations – now more than ever!
We take a look at the top 5 benefits of using Okappy Portal+ to help forward looking and dynamic companies grow their businesses.
Often job information is copied from one company’s system into another. This increases costs and administration. It also increases the risk of errors with jobs getting missed and invoice disputes. But Okappy Portal+ keeps all the job information in one place with no need to copy and paste between different systems. You can connect to your subcontractors and send them the job details with one click. Say goodbye to the days of resorting to email or whatsapp to get a subcontractor to do work!
Because duplication is dramatically reduced, the chances of missing job information also reduces. Information flows seamlessly from the order maker right down to the end engineer. Whether they work for your company, for your subcontractor or for your subcontractor’s subcontractor. Instead of scrambling for lost paperwork or digging for that one email attachment sent 16 months ago, all the job details are easily traceable on Okappy Portal+.
With one connected platform, everyone can see what is happening in real–time. This means you don’t need to chase your subcontractor. And they don’t need to chase their employee or subcontractor. Everyone knows what is happening as it happens on Okappy.
Did you know that the amount of time for invoices to be paid when raised one week after the work is completed doubles compared to when an invoice is sent off straight away? Ideally, an invoice would be sent the minute the job is completed, while the job details are still fresh in everyone’s head and to ensure a client’s payment run isn’t missed. But not everyone is on top of their accounting and admin – and spending more precious time on it isn’t the answer either.
Okappy Portal+ automatically notifies users when a job is complete and allows them to create an invoices at the click of a button. This level of automation means that you can not only send invoices as soon as a job is done, but improve cash flow for the whole chain of work.
In 2017, a Gartner report predicted that by 2020, 40% of field service work will be done by engineers or technicians who are not directly employed by their organisation. In 2021, outsourcing work to third party service providers is a widespread strategy for organisations operating in this sector.
And the changed working landscape brought about by Covid-19 has only accelerated the need for more remote and flexible set-ups. But how can customer service be assured if the person seeing your customers is not employed by you?
With Okappy Portal+, you can easily connect to your customers and subcontractors from the dashboard. Once connected you can receive jobs from your customer, allocate them to your employee or subcontractor, and ensure they are updated in real time. Okappy Portal+ also tracks the whereabouts of all employees, contractors and subcontractors with it’s radar feature. This means that you can give customers real-time information as to where the individual service engineer, technician or installation team member is. The app also gives field engineers the ability to upload photos and videos to improve transparency and ensure they’ve delivered a quality service.
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To sum up, Okappy Portal+ gets rid of duplication, excessive admin, ensures your jobs are updated as they happen and allows you to raise your invoice at the click of a button. To find out exactly how this happens, join our webinar ‘Using The Network To Grow Your Business (The Network Approach)’ on Wednesday 23rd June 2021.
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]]>The post How Can You Use Okappy to Improve Cash Flow? appeared first on Okappy.
]]>Okappy is an online communications and workforce management platform which helps you manage your work, whether done by employees or subcontractors. Not only does it provide transparency and control, it can also be used to improve the cash flow of your business. Here’s 5 reasons how:
With traditional paperwork systems, companies are often left waiting for certain details from a particular individual, such as a signature on a job sheet before the invoice can be processed and sent. Often this paperwork can go missing along the chain – meaning that the process has to start all over again! With Okappy, invoices can be sent straight away from the job desktop dashboard upon confirmation of the completion of a job. This helps you get your invoice paid faster, ensuring no payments are forgotten.
“The turnaround time from accepting a job to invoicing it is now a lot quicker. Before Okappy, raising an invoice could take weeks. Now we invoice minutes after the job has been completed. Since the job details complete with signature are instantly available, any invoice queries can be instantly answered by anyone with system access, levels of access can be set as required.” – Clare, Accounts at RPS.
With late payments endemic and the risk of company bankruptcies looming large. You don’t want to do work for companies that might never pay. With Okappy you’re alerted if you add a job for a customer with unpaid invoices.
As you add a New Job for a customer you can quickly see the outstanding balance for that customer. This means you will be more aware of when payments are behind, so you can decide whether you want to do the job before the customer has settled the balance.
You can run a report for outstanding invoices for particular customers over a period of time. This way you can make better decisions about whether you want to continue to add jobs for customers with outstanding payments; allowing you to plan ahead and budget accordingly.
Okappy works with a number of other system including popular accounting software.
You can easily export your invoices into your accounting software saving you from duplicating your data from one system to another; thus saving you time. You can run various reports from your accounting software for example a cash flow statement, P&L report and aged debtors report etc. This allows you to get a comprehensive view of the financial position of the company. Looking at the data can help you analyse your expenditure and make better budgeting decisions for the months ahead. With some accounting software, such as Xero, you can even view financial information on-the-go on your smartphone.
One of the main benefits of using Okappy to improve cash flow is that all the data for jobs, invoices and payments are logged into one secure system. This can be accessed anywhere and anytime to yourself and your customers. This reduces job sheets getting misplaced or lost, and also means no more missed invoices! With everything being logged onto the system there is more accountability surrounding payments and cash.
The job scheduler allows you to allocate reactive work to your engineers more efficiently. The location tracking software means you can see what engineers are closest to a job in order to allocate in the most cost-effective way – saving you more money on travel expenses.
For more tips on how Okappy can be used to improve cash flow check out our blog posts:
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]]>The post 3 Companies Reflect on Their Jump to Digital Workforce Management appeared first on Okappy.
]]>Featured in Drain Trader Magazine, issue 258. October 2019
Nowadays, digital platforms form the operational foundations for most businesses, but many Drainage companies can admit that the uptake to the digital world has been slow. As a result, broken communication with both employees, customers and subcontractors is holding the industry back and proving a big problem for the smooth-running of day-to-day jobs.
We spoke to three companies to hear what they had to say about their experiences of implementing a digital workforce management platform called Okappy.
“Many companies are apprehensive about using a new system, but once you make the jump you don’t look back. Okappy is a lot easier than you might think. All our engineers picked it up quickly and easily. It also made their lives easier. You can send the job sheet off and the customer gets the report within seconds of doing so. It’s very simple and quite self explanatory.” – Rick Peacock, Director of Basement Pumps.
“We’re seeing a lot more collaboration in the industry with the use of multiple subcontractors for any one job. Okappy have a networked approach to job management meaning there is less duplication of information between the companies involved in the work. Using a networked system is great as you can add jobs and send them to your subcontractors and view the latest status of the job as it’s updated,” says Rick.
“If you’re a company that values customer satisfaction like we do, then Okappy is great. You can even invite your customers onto the system and let them add and view their jobs themselves. Okappy are happy to offer demonstrations and training to companies who want to understand the latest way of working, and there’s no pressure to commit to anything straight away. They also offer a lot of help and support in different formats, including video tutorials on their YouTube channel, forums and support articles. So you can give yourself a crash course in your own time and in a way that you’re most comfortable with!”
“Invoices now go out within minutes, whereas in the past it could take weeks in some cases. Okappy is quick, it’s painless and you can see what everyone is doing. Before, I had to ring people to find out every little detail, but now it’s instant – I’ve got the job sheet the minute the job is finished. I used to struggle to get everything done, but now it’s so easy and I’m out the door when I should be.” – Jane, Office Manager at DMS Ashbourne.
“The system has paid for itself and provided us with more capacity to grow as a business. The quality of what’s going out has improved massively. Customers can see things more clearly and in better detail, especially with the feature of sending photos. Our clients are happier than ever and we’ve received no bad feedback from it – nothing!” – Kelvin Hoad, Director of DMS Ashbourne.
“Onboarding to Okappy’s digital workforce management has probably saved us about 4 or 5 hours a day! In terms of costs we’ve saved, we’re talking thousands and thousands of pounds just through saving the engineers the journey back to the office. I have so much more time now which I am able to focus on growing the business in other ways.” – Mark Robson, director of Maclin Pumps Ltd.
“I wasn’t very technical or good on computers. The thought of transitioning the company operations to a digital system was daunting at first, but once you saw how simple Okappy was I found it quite easy. It actually gave me some more confidence working with computers. It was quite a simple change over – a lot simpler than expected! I think most people are switching over to digital management systems. However, a lot of them are overcomplicated and daunting to look at, while Okappy was simple and made the transition easier,” says Mark.
“Now I don’t see how the company would function without the Okappy workforce management system. I don’t know how any other maintenance firms will stay alive without a digital management system these days! ”
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Systems like Okappy are enabling businesses to maintain quality, improve intercompany relationships and build upon their network. They are empowering whole industries to move forward in the evolving world of work; transforming the way people do jobs for the better.
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]]>The post Improving Productivity in Construction appeared first on Okappy.
]]>The construction industry is ripe for revolution. Ever since the financial crisis, productivity in the UK has flatlined – and the construction industry has been one of the worst affected sectors.
Not only did the collapse of Carillion in early 2018 shake the industry, but advancements to technology, the housing crisis and uncertainties presented by Brexit mean that the sector has reached a critical moment. Navigating these changes and obstacles is not an easy task, but, as a result, conversations surrounding trust and productivity have come to the forefront.
Bam Design managing director Andrew Pryke stated that “In this industry, 50% of projects finish over time and over budget.” So how will we move forward into a future where productivity is on the upward trend again and stakeholder relationships are improved?
The construction industry has a reputation for resisting change, but why is this? It is perhaps because the stakes are higher than most other industries. Everything has to be done in a way that you know works. This is not only because of the huge financial risks involved in construction projects, but also health and safety risks that must be taken into consideration. The consequences of faulty construction can lead to lost lives – think Grenfell tower. So, by necessity, the industry is risk averse and slow.
Change does comes at a cost, but the cost of better industry-wide productivity should never involve risking lives or compromising the wellbeing of people. Outdated processes and inefficient industry practises are what are eating up budgets – and those are the corners that need to be cut.
According to a recent study, 25% increase in productivity could almost double the UK average profit margin of construction companies. The issue is critical to the economy, but what can be done to solve it?
Short term cost savings should not detract from long-term value. This comes into apprenticeships, social value and construction projects that stand the test of time. This is vital if we are to move into a more sustainable future for construction. The key for the industry is not only embracing new technologies, but entering this era of digital transformation with a comprehensive strategy in place so that everyone is informed along the chain.
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]]>The post Building Trust in Construction appeared first on Okappy.
]]>Trust is paramount for any company to function. It is the confidence, between individuals and between companies, that the work gets completed in the best possible way.
Construction projects are the backbone of economic growth for many countries. Each year a magnitude of funds is funnelled into infrastructure projects – think HS2 and Crossrail in the UK. But often because of the sheer scale and complexity of these construction projects (the number of phases and contractual links, and the government involvement), scope for corruption in the industry is high. However, trust issues often also arise from much less nefarious circumstances. Usually, because of miscommunication i.e. something not being noted down in minutes, minutes being distributed later than expected, change orders not being acknowledged etc.
The collapse of Carillion in early 2018 shook the UK construction sector to the core and brought the trust conversation to the forefront. Brexit, the housing crisis and sustainability issues also present the industry with hefty obstacles. Having a solid foundation of trust is now more critical than ever.
In the words of Laurence Peberdy, a freelance Project Manager for the construction industry, “The main function of trust in the construction industry, is that it allows for changes to the contract to be incorporated in a way that is not obstructive to the programme.”
In an ideal scenario, the instruction process used to alter construction contracts is usually as followed:
In some scenarios, a project manager will need to issue an instruction without issuing a change order and waiting for advice regarding time and cost implications from the contractor – this requires the PM to trust the contractor.
The construction payment model is heavily reliant on credit. The cost of materials and labour can be substantial, and the need to float this cost can be detrimental. This credit-based approach extends along the entire chain of work. In many cases, a company’s own bills can’t be paid until payment is received from parties higher up on the contracting chain. Stresses for lower-tiered stakeholders can create problems and risk for those on the top-end too. There’s room for money to slip through the cracks all the way along this chain and, thus, the likelihood of disputes is high.
In construction projects, clients are very inclined to change their minds. The process of formalising this change is by sending a contract administrator or project manager the instruction via email to the contractor. These emails can often be missed and you end up with changes not incorporated. This can lead to big mistakes causing trust to breakdown if both (or either) parties feel the other can’t be responsible for the communication procedures.
Similarly to the payment situation, general job information can be lost or missed along the chain of contractors and subcontractors. It’s normal for the work to be concealed and the cost and difficulty to see that the work has been done according to standards makes it appealing for contractors to do a poor job and bribe officials to certify their work. There is also a culture of secrecy surrounding costs and the true costs are often kept secret in the name of confidentiality.
Paying people on time engenders goodwill between two parties. One way to achieve this is by implementing a workforce management system that integrates with your invoicing system. This means, as soon as a job is complete, you can raise an invoice straight away – leading to faster payments and less disputes along the chain of work.
You could also improve trust by improving a company’s ability to quote, so the numbers come in right away without any unpleasant surprises.
Delivering on time and on budget means optimising the communication and decision making process.
Matt Voyce, Construction Director at Quintain says “We deal with issues in a very fair and quick way. We’re very streamlined in our management, we can take fleet-of-foot decisions that are in the interest of the job. We don’t allow things to fester; we deal with things head on.”
This means having a way to access all contractors and levels of management in real-time. Better communication between parties means a higher likelihood of carrying out the job in the best possible way.
Integrated workforce management systems like Okappy give stakeholders a better view of the status of jobs. Users have the ability to edit the job details as they’re updated and also view job history for each respective customer or subcontractor.
You could also improve trust by using information management technology for clearer version control, so you can track changes to a project as they happen and still access past versions. BIM 360 is a system that gives users the confidence that they are always working on the most current version, whilst also knowing that they can access older versions when required.
The effect of poor trust between industry stakeholders is the increased likelihood of failing a client’s needs. These stakeholder relationships focus on their respective self-interests rather than on mutual interests. Innovative collaboration systems are what provide the building blocks for a more trustworthy industry. The improved efficiency and communication that they bring will lead to an industry that thrives AND stands the test of time.
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]]>The post 2018 Highlights From Okappy appeared first on Okappy.
]]>This was a big year for Okappy and we couldn’t be more proud of the product we’ve been working hard on over the last 3 ½ years! Reflecting upon our journey, we thought we’d share a review of how far we’ve come this year.
On the technology side, 2018 has seen improvements to the reliability and performance of the system as usage has grown dramatically. Part of improving performance is understanding where the bottlenecks are.
Over the year we’ve implemented better monitoring so we can improve our understanding of the performance and reliability of the platform. This has allowed us to dramatically speed up certain aspects of the system and better handle large spikes in traffic. We’ve also implemented automated testing across the platform with over 1,000 tests now running each night!
Highlights of the features and improvements we’ve rolled out this year include:
Over the next quarter we’re planning to work on the following:
This year we’ve been invited to give over 8 seminars to industry leaders on how companies can adapt to the changing world of work. This included speaking at UK Construction Week and being shortlisted to speak at the Mayor of London’s TechInvest event for smart city technologies. We were also selected to be on the innovation trail at UK Construction Week. This year we’ve more than doubled our social media following and continue to generate interest across the Trades media.
This year we attended 4 trade shows including the Facilities Management show at Excel, Construction Week at the NEC, Drain Trader show in Glasgow and HVAC show at Excel. These shows were a great opportunity to meet with industry leading companies and raise awareness of how Okappy is helping businesses to better collaborate.
We’ve received a lot of coverage in the Trades press over the past year and have also taken part in a number of marketing collaborations with other businesses. We’d like to thank FM World, FMJ, Drain Trader, ThisWeekinFM, iOffice, Elevation Magazine and UK Construction Week for their support and promotion of our core work.
It has been very heartwarming to see our efforts reap benefits for customers. We have received a number of reviews from customers who have really benefited from the system. Here is a selection of our favourites…
“This app is superb, it’s changed the way my business operates. I run a building and maintenance firm. It has saved us a lot of time and money in the past 9 months. I can’t rate it highly enough. The support is also very good.” – Leo, Director LA Rosser Ltd.
“Okappy has reduced the amount of paperwork by about 90% and, on an even better note, it has reduced my workload by about 80% as a Service Manager who manages multiple engineers… The Okappy system has improved the service we provide whilst helping to make us super efficient and provide the best service for our customers.” – Lee, Services Manager at BEC Security Perimeter.
“With Okappy, we now collaborate in a whole new way! We get the job done far more efficiently than we’ve ever been able to, which has had a real positive impact.” – Anthony, Director of Convert Water Ltd.
“We can always see what is going on with each job at a glance. We get job information back straight away but I always have the option to change it if I need to.” – Mark, Managing Director, Maclin Pumps.
“Okappy helps us build better relationships in the industry. It’s not just job management, but a network to connect with our employees, customers and subcontractors!” – Kris, Director of MW Lifts Services Ltd.
And, of course, none of this would be possible without the hard work of team Okappy behind the scenes! This year the team has really grown. Earlier in the year we welcomed Joe who has been leading on the Sales front and Zeeshan whose wealth of expertise on frontend development has helped us accelerate building a software we are truly proud of. We’ve also had a number of interns and short term employees including Noah who helped us work on our API and Ren who worked across testing.
Not only do we feel we have the right balance of creativity, technical know-how and fine-tuned business acumen, but a group of people who share the common goal of creating a product that really helps improve people’s working lives. We believe we have an opportunity to help millions of companies around the world collaborate and communicate in a better way. So on that note, we wish you all a happy new year and look forward to what 2019 has in store!
To end, here is a selection of some of our personal highlights and lowlights from the year…
“My low points involved
unnecessary anger
upsetting people
My highest point was
getting a sneaky haiku
onto the app store”
“My lowest point was when I gave myself whiplash whilst I flung my bag over my shoulder running for the train in my excitement to get to work. But the high point was that I found a good Osteopath…”
“My highlight involved working closely with Joe to work out the perfect coffee blend for our coffee breaks. My lowest moment was one day when the office manager announced there was no more coffee… we really lost the plot that day (a bit like this).”
“My highlight was speaking at a Raspberry Pi Conference about importance of AI and presenting a Raspberry based solution for loading bays at busy industrial units. My lowlight was sticking my car’s wing mirrors with scotch tape after motorcyclists broke both of them and I did not have time to go get replacements. Mind you, this could easily be a highlight as three months on, the scotch tape is holding strong.”
“My low point was getting Robin angry when I noticed he posted a haiku onto the app store. My high point was seeing the look on Naomi and Gerry’s faces when they realised that Joe spent more time doing his hair in the morning than they did.”
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]]>The post 4 Reasons Why You Need to Focus on Connecting Employees – Featured in Drain Trader appeared first on Okappy.
]]>We wrote an article that was published in Drain Trader exploring the reasons why you should focus on connecting employees!
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]]>The post What’s The Future Of Job Management In A Connected Age? – Featured in ThisWeekinFM appeared first on Okappy.
]]>Richard wrote an article, featured in ThisWeekinFM, where he shares insights about the evolution of job management in a connected age.
The evolution of job management in the facilities management sector – from piles of paper to market networks.
The World Economic Forum says we’re on the cusp of the Fourth Industrial Revolution (or Industry 4.0). Self-driving cars and Artificial Intelligence are no longer just sci-fi fantasies. As our world and the workforce continue to rapidly evolve, it’s clear that we all need to be using efficient job management systems if we’re going to keep up with any of these changes.
Job management can often be a headache. Traditionally it involved endless amounts of paperwork and spending hours on the phone chasing up clients and engineers. In an increasingly digitised world, and with many Facilities Management companies now integrating IoT systems into the workplace, there is no need to continue managing jobs with these old and inefficient processes.
I believe there are some compelling reasons why the facilities industries should explore new and emerging digital possibilities for job management.
Read the full article here.
Check out our article: 10 Communication Tips For Facilities Managers
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]]>The post Managing Your Workforce When The Summer Season Hits – Featured in Insights For Professionals appeared first on Okappy.
]]>We wrote an article, featured in Insights For Professionals, where we talk about how you can best manage your workforce when the summer season hits.
Summer has officially begun, and just as quickly as temperatures are rising, workers are taking their annual leave. How do you effectively manage your workforce and ensure jobs get done without stressing out your employees?
It is the most popular season for employees to go on holidays, which also means productivity in your company can suffer. As staff become scarce, summer can come to be a time of increased stress where responsibility for ensuring clients receive quality service doubles.
The article talks about what happens when you have less staff and what’s the solution?
Read the full article here.
Check out our article: 10 Communication Tips For Facilities Managers
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]]>The post 9 Habits of a Customer Centric Organisation – Featured in iOffice appeared first on Okappy.
]]>We wrote an article, featured in iOffice, where we talk about what it means to be a customer centric organisation. Adopting a customer-centric mindset is, therefore, one of the most beneficial efforts you can invest in.
Adopting a steady customer-centric mindset can secure substantial business gain. It contributes to building trust, credibility and a solid reputation and will reduce customer dissatisfaction. Fostering customer engagement can lead to a higher chance of customers becoming brand loyal. The more that customers trust your business, the more likely they are to refer it.
When clients talk about your company positively, your brand can rise to a top-of-mind position, and automatically have an invaluable edge over the competition. Adopting a customer-centric mindset is, therefore, one of the most beneficial efforts you can invest in.
The 9 Habits include:
Read the full article here.
Check out our article: 10 Communication Tips For Facilities Managers
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