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