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Ben Ray

By: Ben Ray on May 19th, 2015

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New To Mobile Data Collection? Start Here.

Data Management | Project Monitoring


For many field teams, data is collected using basic paper-based surveys.

While this can be a successful tool for some organizations, others require a more sustainable, dynamic platform. If you are collecting large amounts of field data, Zerion is your answer! Before you begin to use mobile data collection, consider these factors.

1. What is the Problem?

That's great your team is looking for a mobile solution! Are your field workers spending too much time on manual entry? Is there a need for automation within the company? Determine your problem and goal.

2. Is the tool scalable?

There are many data collection tools out there and they range from simple to advanced. It is essential to evaluate whether the solution will work for your company over the next 5 to 10 years. If you choose a tool now that is not scalable, how will your team operate in the future when it hits full capacity? The Zerion Dedicated Database will be your best friend as you scale your projects.

3. Who are the champions going to be?

When starting any project, it is crucial to define the key members who will be working and developing the mobile solution. Redefining the way your company operates with the introduction of a new solution takes work to come to life. The Zerion team is here to help the champions succeed.

4. Bring Your Own Device (BYOD) or Company Devices?

As your team moves to a mobile solution, the question of access to mobile devices come into play. Will teams be using their own smart devices or will they be supplied devices through the company? It may be more cost effective to bring your own device but additional security risks must be taken into account. It may be more cost effective for field users to BYOD, but additional security risks must be taken into account.  When companies supply devices to their users, a Mobile Device Management can be used to monitor, manage and secure the mobile devices.

5. What is your Pilot Project?

When preparing for an enterprise deployment, defining a pilot project is the first step once you choose your data collection tool. Define 10-50 users of all skill levels to pilot the first project. This will give your team a feel of how the platform operates, how quickly you can build out the workflow, and most importantly how the platform is accepted throughout the company.

Introducing a new solution into the workforce can be tough but, Zerion is here to help. Consider these five steps before deploying mobile data collection in your projects.

About Ben Ray

Ben Ray is a Solutions Engineer at Zerion and a Black Belt Form Builder. He is an outdoorsman, sports enthusiast, wanna-be car mechanic and can build forms blindfolded. If you have questions about workflow automation, he would love to hear from you!

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