Frankie-the-frustrated worker: Making Salesforce better with Automatic Data Entry

frankie the frustrated iconFor this particular blog post we would like to use a light-hearted approach to a major problem.  The problem is lost productivity and user frustration around populating data into Line of Business applications via Manual Data Entry versus Automation.

To illustrate my point let’s take one of the most popular Software as a Service (SaaS) applications ever, Salesforce.com.  And while the application is absolutely simple to use and easy to manage, what lacks is the ability to take information from paper and/or an image and put it directly into Salesforce.com database fields.

 

1.  Let’s take a moment to go through the steps to import data into Salesforce.com and follow the steps Frankie-the-frustrated worker must take to get this task done.
 ftf1_crm_import_wizard
2.  Commentary of Frankie-the-frustrated worker:
“Frustrating!  Step 1 of 7????”
ftf2_step_1
3.  Commentary of Frankie-the-frustrated worker:
“MORE FRUSTRATING!!!  WASTING TIME!!!”
ftf3_step_2
4.  Commentary of Frankie-the-frustrated worker:
“MORE THAN EVER FRUSTRATED!!!!!!!!!  WASTING TIME, MONEY, AND ENERGY!!!!!!!!!!!” 
ftf4_step_3
5.  Commentary of Frankie-the-frustrated worker:
 “FORGET IT!!!!!!!!!!!! 
 THIS WILL NEVER END!!!!!!!!!!!!!!!!! 
 WHY IS IT LIKE THIS????? 
 ISN’T THERE AN EASIER WAY????????????????” 
ftf5_step_4

 

Education and modern technology reduce Frankie’s frustration

Are we still living in the stone age when it comes to data entry into computer systems?  Isn’t there a more efficient method to automatically populate data in your software application instead of costly manual data entry?  It’s 2014 after all, not 1914.  Why do we accept such primitive methods of data entry?

 

Answer:  Because we need to educate the market on the capabilities of capture technologies.  We also need to strive to make integration and usage as easy as possible.  If you build it, they will come.

 

frankie the frustrated 2014 slide
Eliminating Frankie’s frustration with Ubiquitous Information Capture
Realizing the dream of Ubiquitous Information Capture directly into applications is much easier than you might think but we must educate the market on current capabilities. The idea is simple, yet highly effective.  Embed the ability to take photos with a smart phone and/or capture paper documents from a scanning device directly into your software application.  Note that all I’ve done in the screen prints below is add a small icon of a camera and scanner directly into my CloudConnectMashup software application.

 

ftf6_cloudconnectmashup
Now, I can offer my users a truly great user experience because contributing information is nearly effortless and removes pain associated with manual data entry.  This translates directly into reduced operational costs, improved efficiencies and an overall better work environment.
ftf7_uic_600
Think about all the lost opportunities to drastically reduce labor costs, most likely in the billions if not trillions of dollars, associated with manual data entry in just the use cases below:

 

1.  Transportation applications with Bills of Lading, Proof of Deliveries, Trip Sheet or Scale Tickets

 

2.  Field Service applications with Proof of Work delivered, Vehicle Identification Number, Work Orders or Assessment documentation

 

3.  Contracts Management applications with Amendments, Terms and Conditions or License Agreements

 

4.  Invoice Management applications with Invoices, corresponding Packing Lists or Proof of Performance

 

5.  Sales/Contact Relationship Management applications with Business Cards, Agreements or Correspondences

 

Do you know a Frankie in your organization?  Do you have a story, good or bad, to tell?  We’d love to hear your feedback.