The Situation
Omnidian was focused on efficient scaling, with a vision to expand its business across the United States. They recognized the need for a revamp and an improvement to the current workflows and processes built on SiteCapture in order to scale more efficiently and delight their clients. Their objectives included:
- Enhance preventive maintenance forms and client-facing reports
- Improve data accuracy and flow between field and office teams
- Scale operations while maintaining quality standards
- Drive business growth
The Solution
Jessica Gibbon, Director of Commercial Portfolio Operations at Omnidian, brought this challenge to Amicus O&M Cooperative, another SiteCapture user, where they collaborated closely with SiteCapture to rebuild and test their preventive maintenance forms with new robust features to meet the O&M industry’s unique requirements.
Omnidian took the solution a step further, iterating on their unique version of the SiteCapture form to build out an efficient check-in and check-out flow within the form along with customized PDF reporting for their clients across the nation. Omnidian worked closely with SiteCapture to develop new innovative functionalities:
- A streamlined site visit check-in and check-out process, improving transparency and accountability with geolocation, time, and date stamps.
- Custom-built summarized and detailed PDF reports for Omnidian's clients, enhancing the value of the service provided.
- A more user friendly and comprehensive Preventative Maintenance survey that leads to more surveys completed correctly the first time, saving time, and truck rolls.
The Results
With SiteCapture, Omnidian has been able to:
- Onboard 75+ partners since August 2022, setting the stage for geographical growth across the United States.
- Leverage the lessons learned from preventive maintenance projects to diversify service offerings, catering to diverse client needs such as PV completion reports, acute system maintenance, landscaping, and module washing for larger commercial clients.
- Complete over 1900 projects in the past year, utilizing SiteCapture to collect and transmit field data in real time. This streamlined approach saved 400+ hours per month on-site as well as considerable resources on each project.
