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Field survey software
Technical survey software
Manual and IoT data collection




Data collection tools: what are they?

Agriculture, construction, logistics, energy, hygiene, safety… Reliable data collection on the move is a daily challenge for many companies. This may include, for example:

  • A value reading carried out on an electrical installation
  • An intervention record at a customer site
  • A score sheet as part of a technical round
  • Entering the mileage of company fleet vehicles
  • An inventory of stocks at an off-site location
Collecte de données


Application mobile de relevés
Often, paper remains the preferred format for field workers, out of convenience or simply habit. However, it results in a loss of overall efficiency for the organization. Manually collected data must then be re-entered digitally. This additional task is necessary to integrate the data into the company’s business software or Facility Management system.

It is, however, possible to spare your teams this laborious work and boost their productivity. Quantitative data collection tools make it easier to enter digitized data on-site, directly in the field. Your value readings and inventories are integrated straight into your IT system.

Data collection application: save time in
the field

Specialized facility management software has already been adopted across many professional sectors. 40% of active workers in the maintenance sector are technicians, and their field reports are essential to the operation of many industries (automotive, petrochemical, metallurgy, agri-food, etc.).
The transmission of this information must be simple, accurate, and fast. Do you want to reduce the risk of business downtime? Acquiring a robust technical round software solution is essential. It will allow you to process anomalies more quickly, improve team performance, and secure a new competitive edge.
Ronde technique


GMAO

Data collection tools now offer a simple and scalable interface for all field professionals. But which ERP or CMMS solution is currently the best in Facility Management? What added value does a technical round application bring to your operators? Here are the key points to remember.

Entering, collecting, and transmitting
data: the key to a maintenance strategy

The quality of a commercial or industrial maintenance strategy largely depends on the accurate reporting of field data. During their technical rounds, operators record critical information, often essential to the proper functioning of equipment, services, and infrastructure. Some observations require an immediate response. Others may seem, at first glance, more minor. Yet it is still important to pass them on to the right people.
That is why a good CMMS (Computerized Maintenance Management System) will always include a dedicated module for field data collection and entry. Its purpose is simple: to make it easier to integrate observations during scheduled operator inspections.
Relevés terrain
IoT
A data collection software solution can record, organize, and export various types of information. Depending on the company’s industry, this may include:
  • Value readings: temperature, pressure, level, duration, etc.
  • Conditions: slippery surface, crack, subsidence, mold, etc.
  • Geographic coordinates, via GPS survey or using an NFC chip.


IoT (Internet of Things) is the driving force for service companies and manufacturers. Connected devices capture, transmit, and analyze information flows in real time.
A good Facility Management ERP (Enterprise Resource Planning) must be able to adapt to these new methods of data capture. The role of this integrated management software is to optimize the production chain by automating certain processes. Transmitting field readings is one of them.

Why use data collection software?

A field survey application complements the core features of a Facility Management (FM) system. Integrating this type of tool into your workflow is a significant source of productivity and efficiency for all employees:



Logiciel de collecte

A technical round software reduces or eliminates the need for manual re-entry of data. This not only decreases the risk of human error but also delivers a significant boost in productivity.
Facility Management

A survey application combined with FM software helps optimize your operating costs. Eliminating manual entry ensures consistency and immediate integration of all relevant data. You benefit from a complete, up-to-date overview of company stocks, equipment, and vehicles.
Déclaration d'incidents

This field survey software can also include an incident reporting application. This enables faster diagnostics in the event of a breakdown and optimized intervention times. The anomaly is notified in real time to the maintenance technician in charge.
Numérisation

Instant digitization of field data ensures regulatory compliance for your operations. It also facilitates control tasks carried out by your team managers or even by an external auditor.


Good to know: Manual data entry is a source of inefficiency.

According to a study conducted by Zapier, company employees spend an average of one to three hours per day on data entry. The error rate for manual entry is estimated at 1%. In other words, one out of every 100 entries turns out to be incorrect.

Improve your field surveys with dedicated software

To streamline the reporting of field data, a reliable technical round software is essential.
Its benefits are undeniable:



Numérisation
Process anomalies detected in the field more quickly. Some of them can lead to disastrous human and financial consequences if not addressed in time. Fire, fall, explosion, electrocution, radiation—the risks faced by maintenance technicians are manifold. To prevent accidents, a proactive maintenance strategy must be adopted, and acquiring field survey software is an integral part of it.
Numérisation
Ensure the involvement of technical teams by integrating them into change management. Whatever the role, an employee’s effectiveness depends on their ability to find meaning in their work. For an operator, reporting an anomaly that results in a concrete corrective action is rewarding.
Numérisation
Improve communication among employees. The most efficient companies are often those that value teamwork. Proper reporting of field information to managers, supervisors, or engineers contributes directly to this approach.


Good to know: Why choose modular technical round software?

Many CMMS/ERP systems are available on the market, but a large number are based on outdated IT architectures. Modular software, built on multiple functional layers, offers greater security, better ergonomics, and broader customization options.

What is the best field data collection application?

Today, many software solutions are available for companies looking to streamline their field data collection. Most integrated management systems, such as BlueKanGo or SAP, include a dedicated module for this task. However, value recording is not the core specialty of these heavy and complex tools.

Our choice is Leaneo. Accessible via web browser, tablet, or smartphone, the software stands out with its highly user-friendly interface. Its various modules enable the complete digitalization of the company’s operations, maintenance, and safety processes. The solution includes:

  • Creation of customized forms and workflows, adaptable to all sectors
  • Preconfigured modules for field data collection, but also for lockout/tagout, prevention plans, and access management
  • Simplified entry of field data in the form of values, conditions, or photos
  • Features available both online and offline, to work confidently in any environment
  • Support for GPS data and RFID tags for automatic location of readings
  • A scalable and customizable structure tailored to your business constraints
  • Agile support services provided by the publisher for all users



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The Leaneo software suite is fully aligned with the drive to optimize technical processes valued by both industrial companies and service providers. It is built around different modules, which can be used together for a global workflow or separately as needed.

The Leaneo Survey module offers undeniable advantages, addressing clearly defined needs:

  • Value entry: data is structured at the point of input to facilitate audits
  • Proof of visits: essential for technician safety
  • Inventory and stock management: Excel export, reliable and user-friendly entry
  • Troubleshooting assistance: implementation of a troubleshooting tool with expert insights
  • Form digitalization: accident, incident, or safety reports
  • Exploitation of information recorded during inspections, rounds, and visits

From this software suite, information is reported in real time to the appropriate parties—whether a manager or an external provider. Observations can be transmitted with or without an internet connection. IT or SMS alerts can be generated based on parameters defined by the company.

Leaneo gives operators the ability to enter their observations in an intuitive and structured way through a polished graphical interface. Data entry can be done from a computer, tablet, or even a smartphone screen. The software includes an integrated graphic editor, ideal for customizing the work environment. For example, anomalies can be reported with an annotated photo.

Conclusion

Field professionals often face tight schedules and heavy workloads. Simplify their day-to-day tasks and unlock their potential with field survey software! The solution developed by Leaneo can be tested free of charge, with no commitment.

3 key takeaways:
  • A company’s competitiveness depends on its ability to anticipate technical problems and provide concrete solutions.
  • Field data collection and entry play a crucial role in this process, enabling operators to notify management of anomalies in real time.
  • The modular Leaneo software suite meets the needs of industrial companies in terms of maintenance, lockout/tagout, stock tracking, diagnostics, and regulatory compliance.



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69001 Lyon

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