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Guide

Digital utility workflows: Turn field actions into intelligence

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Digital utility workflows transform how field teams collect and use data. Inspections, safety briefings, and other routine tasks generate valuable information, but outdated tools block teams from capturing and using it effectively. Disorganized or missing data slows operations and prevents leaders from making informed decisions.

Teams that implement digital utility workflows collect actionable data directly from their daily tasks. These workflows automate processes, eliminate inefficiencies, and ensure consistent, high-quality information reaches decision-makers quickly. As a result, field teams become more agile, productive, and aligned with organizational goals.

What this guide delivers

You will learn how digital utility workflows can:

  • Capture valuable data: Everyday actions like site visits and safety talks generate information that drives better decisions when captured digitally.
  • Improve field operations: Automate processes to reduce inefficiencies and empower teams to focus on higher-priority tasks.
  • Uncover trends and patterns: Organize location-based data to identify safety risks, improve scheduling, and optimize team performance.
  • Strengthen decision-making: Provide leadership with accurate, accessible, and real-time data for confident and informed decisions.

Why paper systems no longer work

Paper and spreadsheets create bottlenecks that hinder progress. They cause delays in transferring information, introduce errors through manual entry, and often silo important data. The guide highlights these challenges and explains how digital workflows remove these barriers to progress.

For example, safety briefings often repeat the same topics because manual tracking fails to surface recurring hazards. By digitizing the process, teams can track trends over time, identify gaps in training, and address recurring issues more effectively. Similarly, inspections that used to rely on paper forms can now include geotagging, photos, and other multimedia inputs that make data richer and more useful.

Empower your teams with smarter digital utility workflows

When field teams use digital utility workflows, they don’t just collect data—they create actionable intelligence. With tools that organize and share information instantly, teams can collaborate better, adapt faster, and meet goals with greater efficiency. The guide explains how utilities can adopt these tools easily and use them to transform operations.

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Worker at construction site using cell phone to perform digital utility workflow - From Actions Into Information Building Smart Into Your Field Workforce Feature