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Inspection optimisation with resource constraints – is it a risky digital transformation project?

Inspection Management, Insurance Loss Control Inspections and Claims, Regulatory Compliance, Resource Management

The past 15 months were full of transformation milestones for regulators and inspection teams in big organisations. However, the next 5, 10 and 15 months are not going to be any less different in terms of reaching new milestones, because the economic sectors stood still and now started reopening again. 

What does returning to normal means for regulators and inspection teams?

As we already touched on a previous topic, adopting a new inspection model was and still is crucial for the reopening of the economic sectors that were closed during the peak covid-19 waves. Increasing the capacity of resources by hiring more inspectors, more gadgets and more stuff may sound like a natural effect of the increased inspection workload. But resource optimisation of the existing finite resources is the smartest decision.

The big question is how regulators can deliver an increased level of customer support in an environment of a growing inspection workload, finite resources and inspection teams that are adapting to new operational models?

When speaking of digital transformation, we should always keep in mind that public sector regulators are rarely the first movers in adopting new and innovative inspection models compared to other sectors like insurance risk inspection & claims, financial inspections, etc. So when we consult our clients from the regulatory sector, very often we have to explain to them why resource optimisation is not a high-risk digital transformation project by giving them practical directions that can lead them to successful adoption of resource optimisation.

Here are some of them:

  • Adopt an inspection management platform.

Regulators in different states are at a different level of digital maturity. For some of them, resource scheduling and optimisation is the first move towards digital transformation, for others, it is thе next step after digitising their case management system. Regulatory agencies must plan not only their first digital transformation step but also their next steps in that regard. If they digitise the regulatory case management process in 2021, they must have a plan for digitising the resource scheduling and inspection planning in 2022 and 2023. Expanding the digital transformation scope must be done with the right partners who have industry expertise and can help regulators move their process gradually on one platform. Whenever they decide to adopt an inspection allocation optimisation system into their operations, they will have a readiness that will lower the risk of failure.

  • Change the service mode into a more user-oriented experience.

With or without pandemic, the public sector services faced a trend toward improving the customer experience for citizens and businesses. However, the post-pandemic expectations for a more digital and value-driven user experience have raised. In the regulatory inspections aspect, it means that users are more accustomed to receiving real-time insights into inspection resolution timelines. If regulatory agencies are going to keep improving the user service, they will have to start planning the introduction of more visibility for the inspected entities. This is extremely valid for organisations that embrace the self-service and remote inspection models. Optimising resource scheduling is one side of the coin towards regulatory process optimisation. The other side is having a well-informed end user with whom to realise the digital moment that the inspection management platform is creating.

  • On-site inspections must be dynamic.

Even though complex and high-risk inspections must be conducted on-site, it doesn’t mean that their process should not include self-service points as an alternative to unexpected issues like blocked access to an inspection point, etc. Having an alternative solution for unexpected disruptions during on-site inspections to avoid shutting down the whole inspection is what makes sense to reach inspection resolution on time, as planned resource-wise.

How Canalix transforms the world of regulatory inspections?

Regulatory inspections are more prone to change now than in the past few years. Acceleration in the digital transformation strategy is advancing throughout the regulatory sector. This means that inspection teams must be encouraged to deliver value while also learning to work in a new operational model. Following these three directions is a sure way to bring the digital transformation efforts to their expected realisation with low risk of failure.

Canalix is an inspection management platform that helps regulators to transform their inspection process effectively. Contact us now to help you transform yours.

June 22, 2021
https://canalix.com/wp-content/uploads/why-regulators-threeimages.png 590 2100 Boris https://canalix.com/wp-content/uploads/logo-300x138.png Boris2021-06-22 14:33:572022-01-06 13:20:54Inspection optimisation with resource constraints – is it a risky digital transformation project?

Where do remote inspections and resource allocation optimisation intersect?

Inspection Management, Resource Management

One of the major shifts in inspection management that happened in the past 15 months was the mass adoption of the remote inspections model. The remote inspection management allowed regulators to efficiently comply with travel restrictions and pandemic safety regulations. It also enabled them to apply successful resource allocation optimisation.

What did regulators found in the remote inspection model?

Regulators saw an opportunity to improve the quality of their inspection services and to develop a new customer-friendly way for performing low and medium risk inspection.

Related: Why remote inspections are important for the reopening of the EU economy?

Of course, the pandemic didn’t invent remote inspections. The digital transformation of the inspection management model has been around for some time. So there comes the question: why this revolution happened now? Why not in 2010? The reason for that is mostly psychological – redefining the operational processes is a big step for conservative organisations such as public sector regulators. The pandemic was the trigger that provoked this major shift and made the change necessary.

How remote inspections are boosting resource allocation optimisation?

Adopting a remote inspection model can happen fast. But obtaining value and connecting the new inspection model to optimised resource allocation techniques, requires thought and time. How do we make sure that remote inspections will deliver resource optimisation value?

Set KPIs

When we talk about resource allocation optimisation, we should know what resources we’re aiming to optimise. If we look for an intersection point between remote inspections and resources, then it would be cutting the cost of inspections and improving the quality of completed work.

In that case, public sector regulators will have to set KPIs to measure the success of resource allocation optimisation. The adoption of the remote inspections model is the perfect time for optimisation of that kind. Possible KPIs will include reduced time spent on travel, cutting travel costs, increasing the number of completed inspections, reduced number of pending cases in the backlog, etc.

Help inspectors and case managers embrace the needed change

The adoption of the remote inspections model requires changes from the human resource’s end. Inspectors need to convert their inspection M.O. into a remote version, specific criteria must be set about which inspection case is eligible for remote inspections and which not so that case managers can make sense of this new prioritisation.

Related: Remote video inspections – benefits, constraints and risks

What are the pain points inspectors should focus on while adopting the remote inspection model? For example, an inspector who performs a remote inspection may need to ask the customer on the other end to interact with an object. A pre-defined list with the higher risk areas may serve as a good guide for the remote inspections. The digitalisation of inspections makes it easy for inspectors to prepare a pre-defined risk-oriented scenario for each remote inspection based on the data for the case in question.

Long story short, what inspectors need to focus on when converting to remote inspection is the interaction points. How would each interaction happen? To do that effectively, inspectors must be able to prepare a scenario for each inspection based on the data submitted for it.

resource allocation optimistion and inspection management

Remote inspection workflow + resource allocation optimisation

To illustrate the importance of this point, we will describe a classic workflow that our inspection management system Canalix triggers for remote inspections.

An inspectee calls the regulator’s office to request an inspection. Then a support agent sends him a link to a self-service portal where the inspectee can fill in the required details. There the user can upload pictures, video or other shreds of evidence needed for categorising the priority of the case and its complexity.

Once this information is submitted, a case manager can schedule a remote inspection or make another relevant action – assign an on-site visit due to higher complexity or downscale the case to a self-inspection procedure due to its low risk. Since this whole procedure happens digitally, the regulator is saving hours of work, driving and manual paper processing.

The reopening of the economy after the pandemic covid-19 waves serves as a great example of the efficiency of this inspection management system. However, this example is valid for other disaster scenarios. In such situations, efficiency is vital to response time. That’s why the remote inspection model is here to stay. The question is how long will it take for the rest of the world to adopt it.


Resource optimization and business scheduling software

CASE STUDY: OPTIMISING THE RESOURCE ALLOCATION IN REGULATORY AGENCY
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Conclusion

The remote inspection model can go hand-to-hand with resource allocation optimisation. The effective implementation of remote inspections enhances the regulator’s ability to reduce operational costs, improve the response time and deliver efficient inspections even when the inspector can’t do an on-site visit.

The adoption of remote inspections is not a complicated idea. But it has a serious impact on inspectors, case managers and ordinary citizens who need regulatory inspection services. That’s why any change of the inspection model should be put in a framework to drive value – whether it would be in terms of resource optimisation or just productivity boost.

Canalix is an inspection management system that serves as a solid foundation for a remote inspection model. Its low-code and high configuration saas nature allow regulators to adapt to the change of the current times. Learn how your organisation can find the perfect intersection point between remote inspections and resource allocation optimisation now. Contact us here.

June 8, 2021
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