Smarter KPI Monitoring for Ops Leaders with AI | Otuvy Webinar

Foreign. Welcome, everybody. Welcome, welcome. We're gonna, we're gonna give it a minute. Let people file in. As you guys see, today's webinar is on smarter KPI monitoring for OPS leaders with AI. Last year when I was at Issa North America, the trade show, AI was like the talk of the town. We had people coming up to us at the booth asking about AI. I know there's a lot of AI sessions Issa was putting on, so I'm glad we're covering this topic today. And this is really going to be the tip of the iceberg. There's so much cool things you can do with AI. This is just to get your feet wet. Hopefully it's a very, very valuable tactic that you guys can, can run with. You guys. We're at our last month's webinar. In March, it was a 30 minute webinar. This time it's a 15 minute webinar. We wanted to cut it down a little bit. We know sometimes with you guys busy schedule, 30 minutes might be a little bit too much to commit to and sit down for the full 30 minutes. So this one's going to be punchy. We're gonna give you a tactic you guys can run with again. And we're off to the races. We get back to our, our work day. All right, let's get started. We only have 15 minutes together, so my name is Makachan. I'm the marketing manager for otuvi. I've been working with Otubi for five years. And today's webinar will cover the challenges that you guys may be facing. What's the deal with AI? Today's tactic, using ChatGPT and then taking AI to the next level, which is going to be taken over by Shea Hope, Chief Product Officer, special and impromptu guest. And we're going to wrap things up. So starting with the challenges. What's the biggest challenge you face when tracking KPIs across clients, locations and teams? We're not going to spend a whole ton of time on this section. You guys are here to learn about solutions. You guys aren't here to talk about the challenges you guys already know you're facing. Just take a couple of seconds just to think about that question for a little bit. Some things we hear from prospects and customers is that they feel like they're constantly in firefighting mode. They may feel like they're blind to performance trends. And this is a really common one. They feel overwhelmed by disconnected data. So this is actually a really common one for mid market to enterprise size, our customers dealing with multi, like multi regional, multiple client service locations. All that data just sometimes feels overwhelming to deal with. So you're here wondering if AI can do anything about that. It can help alleviate that pain. So what's the deal with AI? AI like Chat GPT can synthesize data, spot patterns and offer suggestions. This allows you to make a shift from looking for problems to being alerted to them. So you're kind of shifting from being reactive with data to being proactive. In fact, service companies adopting AI report a 25% reduction in the time required to gather insights. That's from study done by Thoughtspot. So we know there's some pain with collecting data. Utilizing data, we know AI can potentially help. So what are we going to dig into? Into today, today's tactic. We're going to help you upload inspection data to Chat GPT. And we're going to use Chat GPT as basically our, our own senior data analyst to pull trends from that inspection data. And then more most importantly, we're going to, we're going to show you how to take action on that data. So let's get into it. We're actually going to share my screen and a couple of things here. I'm on the chat GPT, I think it's called the 4 model. 4 model. It's the $20 premium version. So what we'll go over today is not available with the free version. But in the prompts we give you in the sheet right here, there is going to be some prompts that you free users can utilize and go through a similar process. There might be a little more manual work. Here it is. We're going to send this sheet right after the webinar, by the way, with all these prompts you can use. There's the free ones that you guys can copy and paste and follow a very similar process. But the premium version is definitely worth it. If you're asking my opinion, I would definitely hop on the $20 a month version of Chat GPT. Second thing, Chat GPT has kind of been freezing a little bit today, so I'm not going to be clicking upload for the prompt. Hopefully that makes sense. I'm going to paste the prompt, show you guys everything you guys need to do, and instead of hitting upload or instead of hitting this button right here for the prompt to actually go through, I want to show you what the output would be if you do use that prompt. Hopefully it all makes sense as we go through this. Okay, so first thing, we're going to do is we're going to get an inspection report. I generated one right here. Very simple. This is three inspections done on a single bathroom. We're just going to keep it simple for, for today's webinar. So what I'm going to do is I'm going to upload that inspection right here. I'm going to go to the prompt sheet that we're going to send you and we're just going to copy this first prompt, all of this, copy that, and we're going to paste that in here again. I'm not going to click Enter, let's pretend I click enter. We're going to go to the output. This is what it gave me right here, all this information. So it breaks it down by executive summary, some key takeaways, some detailed findings. So it breaks it down between current problems, future risks you need to be aware of, some positive highlights, then the actionable insights for your operations leaders to, to take action on. Then it even gives you some strategies. Then it asks you at the end if you want to download a PDF report. I said yes, and it'll give you the link right here to click and download easily. And what that would look like is this right here. If you do click that link. So nothing special, nothing crazy, but it basically gets all that information and puts it in a PDF. If you want to send that to anybody, so you have all your insights from your inspection log, what's next? These insights are completely worthless if you're not going to take action on them. So what we want to do next is we want to craft an email that we can send to our supervisors in charge of that location and have them take action. And we're going to have Chat GPT do that for us. So we're going to go to the second prompt right here. We're going to copy it and we're going to paste it right in there. And then again, I'm not going to click this because ChatGPT might freeze. So we'll go to the output. This is exactly what it gives me. It gives me an email that I can copy and paste. Shoot it directly to whoever's in charge. Well written email. It breaks it down between action items, things to keep an eye on and what you're crushing at. So I think this is a very important section because oftentimes you send the inspection report, here's the things you need to correct. But you want to let your workers know that they're doing a good job in, in some aspects too. So that that's A good thing that Chat GPT did there. It also asked us if we want a quicker format, something more punchier, because this is a little bit long. I said yes. And it gives you a shorter email here that you can copy and paste over. So the internal side is taken care of. We're utilizing the insights, the dispatch to our team. How about our clients? We want to be proactive with that communication. We want to build trust with them. That way we set ourselves up to grow the account. So we're going to go to the third prompt in this sheet and we're going to copy this. And this is so valuable. A lot of the times, building out the prompt is the hardest part, but we set it up and did all the legwork for you guys. So it's an easy copy and paste. We're going to go back to ChatGPT and then we would paste it in the same thread and again we're not going to click enter, but this was the output when I did click enter. Something very similar to that first internal email, except for a bit more professional. Showing what, showing your client what was found in the inspection, what you're already doing to fix those deficiencies, what went well? Just being very proactive in communication. Of course you need a, you know, I'll go in, make your changes before sending. But it's already 90% there. Without those changes, it saves so much time. Again, it asks if you want a shorter version to send to to your client. You can say yes. And it gives you a more punchier version, again saving so much time. You copy and paste that. Ship it off and we can take it a step further. So we got insights from data, we got internal, the internal email going out. We're letting our clients know what's going on with inspections, building trust there. Well, what happens if you want to really dig into the numbers? Let's say that those inspections were for April. We want to compare it to March. Let's see if there's any trends we can analyze and get get ahead of. So this one, we're going to start a new thread and we're going to copy this fourth prompt. Oh, there we go. We're going to paste it into Chat GPT and then we're going to upload multiple reports. So we have that first one I showed you guys that we originally uploaded and I have this March one, very similar, except for its inspections done in March. So I'm going to upload that as well. Basically comparing the two, we're going to click Enter and you'll get an output like this. So it really dives deeper into the data. So you get a performance overview, some repeated strengths, repeated weaknesses from the month over month. You get tables of progression and regression, some score trend snapshots. Just really breaks it down and compares the two months. And of course you can upload more than two. You can upload the past six months. You can upload, you know, the past year potentially, you know, then even gives you graphs and visuals that you can download. You can send this to your client too. Of course my graphs look pretty boring because my data was all hypothetical. But it really digs into the data and helps you really visualize it. It's like I said in the beginning of this, it really is like your senior data analyst that you're, that you're working with here. So that's the today's tactic. What we went over today, just as a recap, we got your inspection log, we took out all the insights, we shot that over to our internal team, we shot that over to our clients and then we're digging deeper into the data to spot any trends month over month, year over year, wherever you want to compare it. So let's dig back into the PowerPoint real quick. And again we'll send that prompt sheet over. That way you guys can copy and paste it. It's so easy. But as easy as it is, you guys can probably see that if you're like running a big operation with a large distributed workforce, multiple service cases, you don't want to be going back and forth between ChatGpt all day long. This is a really good method for small to medium sized business. It could be really useful for mid market to enterprise. But you're not going to want to do this for all your locations. It might be like one off situation. Still helpful, still gets your feet wet with AI, but there are better ways of doing it. There are companies that are taking AI to the next level, like I said and WTUBI is definitely one of them. So Shea Hope again, Chief Product Officer is going to come in. He's going to show you some cool tools in operational intelligence that was actually just released this year. And these tools can help you win new business and retain your clients. Take it away, Shay.

All right, let's talk about using OI Platinum to do just those things. Sell more and keep accounts and grow accounts. With these dashboards, one of the exciting things is that you can show your prospects all of the great reporting that you have. Pick your favorite dashboards, put them on PowerPoint slides and build trust. Let Them know you're going to be transparent, that you have AI studying the data and giving you insights. And it'll help you close more deals because they, they believe that you're going to be on top of it. One of my favorites is a little chart down here. Bottom clients. You'll have all your locations. You'll be doing inspections on all your locations and you can look up which clients have the lowest scores. These are your clients that are in trouble. There's so much turnover in our industry of people firing the cleaning company because it's a tough job, it's tough to get it right and you need high quality. This is how you find out there's a problem before it's on fire. You find out where there's those inspection scores are low and you go help those client situations. You train your people, you have a conversation with the client, you improve it before they fire you. If you can decrease your churn rate, you're just going to grow over time. And that's what we want. Another thing that is very often requested is scheduled reports. So you can pick a dashboard that you like in OI Platinum and you can just go in and schedule this dashboard going to whoever you want, you and the client or just you. So you can check it out before you send it every week. You can have it go weekly, monthly, whenever you'd like. And a PDF of this dashboard will go out on a schedule as requested by our customers. Couple other points. Using the AI inside of OI Platinum, if you go to ask AI, you can just talk with your data. You could just ask it any question. Let's try which locations were not inspected last. You would say week or month. I'm going to say year because there's not as much data in this demo account so that some will come up. And the first thing that you saw come up is the dashboards that are already created that you might have forgot about that have to do with the question that you're asking. But you also get the list of the locations that have not been inspected. I'd probably go directly to the dashboard and check out what's going on with unexpected locations. It's trying to open up one of the charts, but. But the dash dashboard is right behind it. You could sort by inspection status and end up with a list of exactly which locations are not being inspected. You could make assignments to get the inspector out there. You could hire another inspector to make sure that you could cover those sites and make your data more robust. Just an example of talking to your data with the AI inside. One last example that I think is really cool is having the AI interpret the data for you. Sometimes that's just faster. If I go to my locations needing attentions dashboard and let it load. I have a button up here called AI Highlights and it will just analyze it for you. You can say, hey, I want you to crank on this. You can see it's analyzing all the numbers for you. Then you'll go to View and you can say, okay, there's a couple of KPIs up here that it's studying the average inspection score or the number of deficiencies. And I, I want to know why there are so many deficiencies. And it is going to go deep for you. It's going to say, here's the inspector, they're coming from. Here's the section, the location. Hey, here's a client that's having a lot. And here are all the areas where we're getting low ratings in the inspections. That's not hours of analysis in Excel. That's a few clicks of a button. Otuvio I Platinum will just do it for you. Let's put the AI to work and stop doing all this drilling ourselves. Back to you, Ma.

Awesome. Thanks, Shay. We're going to wrap things up here. We're now, we're at 15 minutes, so some final call to actions. Oh, okay. Let's go to this final slide right here. Play from current slide. All right, if you guys are customers of ours right now and you guys want to talk about operational intelligence, email VIP2B.com tell them you guys watched an awesome webinar with Malcolm Shay. You want to see operational intelligence live? They're gonna, they're gonna set you up with a call and they'll walk you through the product. If you're not a customer right now and operational intelligence is something you're interested in, go ahead and scan the QR code on the right, fill out the form, and we'll have an account executive reach out to you immediately and then something cool. Speaking of AI, on the left hand side, this is called AI Kaden. Scan the QR code and you basically have access to our CEO or the digital form of him. And you can ask questions about Otuvi, you can ask questions about the industry and get responses instantaneously. We are training it, so. So there are some questions. You may get responses saying it's being trained. They don't have the answer yet, but it should have most questions about otuv and it'll help you out quite a bit. So that's it. Wrapping up the webinar. Keep an eye out for May's webinar topic. That should be in your guys email soon and we'll see you next time. Thanks guys.