
Success Story
PDI Smartsheet for Petroleum Jobber and Convenience Retailer
Client
Petroleum Jobber and Convenience Retailer
Client Challenges
- Required support on their collaboration tool (Smartsheet) to improve alignment, communications, and reporting with their enterprise management software (PDI) and mobile / digital forms (GoCanvas)
- Inefficient work efforts due to inability to integrate existing systems for automated and scheduled reporting
- Lack of consistent and timely site reporting
Solutions Delivered
- Use of Smartsheet and GoCanvas API (application program interface) to implement bi-directional data flow between the following systems
- PDI, GoCanvas, Smartsheet
- API Integrations and custom developed data flow jobs allowed for automated and scheduled data collection / reporting for site inspections, fuel monitoring, foodservice, and QSR
- Smartsheet dashboard developed to give central view for all site reporting on daily, weekly, and monthly basis
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