# Penrith City Council: Transforming Field Operations with a Custom Dynamics 365 Solution

20th March 2024

> “We've moved from reactive to proactive compliance. Every inspection now, the auditors comment on how thorough our records are. That wasn't possible before Sognos.”

Deloitte Digital subcontracted Sognos to deliver a fully custom solution for Penrith City Council, enabling their Field Operations team to manage day-to-day Resource Crew movements - a task that had previously consumed significant coordinator time with no guarantee of data accuracy.

## The Situation

- Entirely manual process to move team members between crews - coordinators previously refused to use the Field Service solution due to excessive manual overhead
- Each movement required manually creating and cancelling jobs, taking at least 25 minutes per movement with no accuracy guarantee
- No reliable tracking of movements, jobs, or timesheets
- End-to-end chaos between field technicians, coordinators, and the back-office team

## The Solution

- Custom workflows to automatically manage jobs when team members move across different crews
- A custom 3-click interface for coordinators to record movements - a task that previously took 25+ minutes now completed in under 10 seconds
- Custom Day Sheet Report providing coordinators with full visibility of day-to-day operations

## The Impact

- Coordinators who had previously refused the solution now actively use it
- Accurate timesheets and time entries generated automatically through workflow automation
- Drastic increase in coordinator productivity - all manual operations eliminated