Work Order Scheduling & Reporting Guide Ti Bolt-On.

Scheduling with Guide Ti & Excel

Guide Ti/Excel Scheduling Process

Time-Consuming, Inflexible, Inconsistent Excel Scheduling

Guide Ti scheduling is time-consuming, rigid, and painful.

Most maintenance schedulers opt for planning in Guide Ti and scheduling in Excel.

Labor availability is missing, copy & paste isn’t possible, forcing schedulers to manually input the schedule, data goes missing, it’s hard to track the latest, less work is scheduled, KPIs are based on unverified data, reporting is painful & the backlog keeps growing.

Time Consuming

How do I get more planning done? – Fast, minimal time scheduling.

Hours of manually inputting data, tracking down lost statuses, and more headaches

Planning in Guide Ti and scheduling in Excel cost Maintenance Scheduler’s an average of 5 hours every week due to manual data input. That means more time manually scheduling and less time planning.

Manual data input in & out of Excel/Guide Ti

Manually tracking labor availability

Tracking down lost statuses

Sharing updates

Tracking Technician & Contractor Labor

Do I have enough hours to get the job done?

Who is available?

Scheduling with Excel means manually tracking who is available. That means more time texting Frank, unnecessary overtime, more delays, and missed opportunities to increase scheduled work and PM.

Different Data silos

What’s really happening?

Unverifiable Data

Excel scheduling means varied processes, different ways of verifying and collecting data and ultimately, different data sets compromising your ability to measure, compare and improve.

Data:

Goes missing

Is faked 

Isn’t easily accessible, causing the team to miss critical updates.

What’s the status?

What’s on the schedule next week?

“It’s hard to visualize the schedule.”

Excel schedules make it difficult to visualize the schedule. It’s hard to keep track of what’s happening, updates get lost, and you struggle to get a schedule posted each week.

SMRP & Custom

KPIs

Guide Ti/MS Power BI Integration & KPIs

Excel scheduling means that the Scheduler has to manually update data in Guide Ti and then manually port the data into MS Power BI for KPI tracking. That means less time for the scheduler in the field or planning the next shutdown. Additionally, KPIs aren’t live, limiting the ability to easily review the latest updates.

Work Order Scheduling & Reporting

Guide Ti Bolt-On

Work Order Scheduling & Reporting Bolt-On

Sockeye is a Guide Ti bolt-on work order scheduling and reporting tool. Read/write Guide Ti API integration and automation assigns ready-to-schedule work from Guide Ti with available technicians to create daily/weekly schedules in minimal time. SMRP KPI reports are live, giving you the latest statuses and the best insights to drive best practices.

“Work order & labor availability are automatically pulled from other systems, saving planner time by eliminating the copy & paste exercise.”

Todd Hicks, Planning & Shutdown Superintendent at the AV Group

Sockeye VS Excel Case Study

Daily & Weekly Schedules

Sockeye integrates with Guide Ti to display ready-to-schedule work orders. Simply select the work you want to schedule, and our automation will assign available technicians and contractors to build your daily/weekly schedule.

Live Updates

Use Your Shift Patterns

Labor Availability Dashboard

Effortlessly access crew and contractor availability for the upcoming week. The available hours tab displays employee and contractor availability based on your shift patterns and planned absences. Editing is a breeze. Changes are tracked and data is automatically updated in Guide Ti for real-time insights.

Guide Ti Backlog

Automated Assignment

Visual, Consistent, Flexible Schedules

Craft your schedule effortlessly in just a few clicks. The backlog displays work orders from Guide Ti and allows you to filter and search according to your criteria.

Sockeye’s automation builds daily/weekly schedules that maximize productivity. It even helps identify opportunities to reduce overtime.

Consistent

Flexible

Live & Accessible Schedules

After finalizing the schedule, you can share it with your employees. Because it’s cloud-based software, planners, schedulers, supers, techs, operations personnel, and managers can get customized access. This ensures that everyone can access the information they need, whenever they need it.

Live KPIs

Business Intelligence Integration

SMRP & Custom KPIs

Sockeye tracks every keystroke to ensure that all data is verifiable, up to date and easily reported on. SMRP reports are automatically created, easily shareable and customized to your criteria. Easily track critical KPIs like how much PM is performed each week and integrate with Microsoft Power BI for even richer insights.

Ready for the next step?

Tired of scheduling blind?

Free Trial

Sockeye’s live free trial uses an Excel sheet as the data connector with Guide Ti. That means deployment takes an average of 2 weeks & no IT resources are needed. Simply populate Sockeye’s Excel Template with your ready-to-schedule work orders and shift patterns – and we’ll take care of the rest.

The best part? Intuitive design means it takes less than 1 hour to train.

Sockeye uses 2 primary types of integration:

1. API-Based Integration
Sockeye uses API-based integration to adapt to every enterprise’s unique needs, providing customized read/write configurations with Guide Ti and/or HR systems.

2. File-Based Integration
Sockeye uses an Excel template to port data between the CMMS and Sockeye.

Learn More

Yes, Sockeye can be set up for a one-month free trial using our file-based integration, giving you the full suite of Sockeye functionality. Simply share an Excel file of your schedule and join a 1-hour training session.

Yes, Sockeye can be integrated with your CMMS to reflect changes made in either system.

Yes, user permissions are determined by you.

Yes, Sockeye is used and supported on every continent by former planners/schedulers who understand the problems you face.

Yes, Sockeye is internationalized and is ready to deploy at any location.