„There are many products out there, but none really match my use case.“
A statement we hear frequently, especially from users in the green economy. They have to rely on a set of software products that somehow match the problem, but don’t integrate easily into their tool landscape.
A customer who manages hundreds of solar installation projects at the same time faced exactly this problem. They have to hand out tools, IT equipment, and other assets to subcontractors and temporary employees.
Tools tend to get lost, keeping track of stock is hard and sometimes projects get delayed because items need to be ordered on short notice.
Kwest can take over here. With our Forms feature, we can make sure there are no mistakes when it comes to handing assets in and out. To bring this lightweight asset management solution to life, we leveraged two new Flow steps.
You can build Kwest Flows using your Google Sheets data. Flows can read and write data in spreadsheets.
A powerful step that allows users to make different types of HTTP Requests. It helps to integrate with other software products (such as HubSpot or Zendesk). A highlight is the ability to run AWS Lambda functions enabling users to apply custom business logic if necessary.
Collecting data in a standardized way is a persistent issue that emerges in virtually every business context.
The installation of a new solar array is a good example. This process involves several different people ranging from the project manager to the installer in the field to the banker. Onsite meetings must be scheduled, materials must be ordered, the installation needs to be documented properly and so on.
Often this data is captured and manually tracked in a spreadsheet where one mistake can lead to a lot of back-and-forth, causing time delays. Spreadsheets are gold—but when it comes to collaboration, they are just a mess.
Kwest now offers a robust solution to capture data with our Form Builder feature. The no-code interface makes it easy to adapt any form to unique business requirements.
Forms can be embedded into automated Flows to capture the information needed to progress in a humanly accessible way. Forms can be sent to anyone in your team, an authenticated colleague of an external partner, or even an anonymous user on the public internet. Whoever they are, you can give them a user-friendly way to gather data using forms in Kwest.
We were aiming to improve the end-to-end experience, thus this update touches multiple features.
We added a central point with a to-do list that writes itself. All tasks assigned to a Kwest user that require attention can not only be delivered through Slack or email but can also be found in our inbox view. Users don’t lose track and set their own priorities
We re-shaped the way to start flows.
When there is the need to execute a process at a certain point in time there is our scheduling function. Perfect to prepare installation projects, start a monthly reporting cycle, or standardized onboarding processes.
Additionally, we added a quick start button to start flows with a single click. This makes it more convenient to trigger actions immediately; this can be an incident that needs to be handled or a documentation that needs to follow an installation.
We introduced roles into the flow builder so flow steps can be assigned more dynamically. The person who triggered a flow can now be addressed through a standard variable and features like the name can be accessed in the contents of the flow.
Custom roles can also be created so when a flow needs adjustments later on it can be done with just a few clicks.
Studies suggest that employees spend more than 50% of their time coordinating work rather than doing it. Having to jump back and forth between multiple apps is time consuming and bad for focussed work. That’s why our users don’t get yet another tool — Kwest integrates with Slack.
Implementing solid processes is hard, sticking to a process is often even harder. We make sure operations tasks are delivered into the flow of work so nothing falls through the cracks.
Kwest can now deliver checklists and status updates directly into the flow of work by integrating into Slack.
We are also planning to send messages to Slack channels, so the whole team stays updated.
At Kwest, we aim to make operations run smoothly and enable everyone to automate and standardize processes. That’s why we are introducing the initial version of the flow builder. It offers a set of tools — no coding required — to help you automate routine processes into workflows.
Processes can be built up by dragging and dropping process steps onto the canvas.
The start of a flow is initiated by what we call a trigger. As of today a flow can be triggered either manually with a few clicks or automatically at a certain time. In the near future flows can also be triggered based-on integrations and through webhooks.
Messages can now be scheduled for delivery to reach recipients in their flow of work. Messages can be individualized for their recipients and a clean editor allows for easy formatting.
Lists can be applied to deliver content that needs to be read by every recipient. There are many possible types of contents that can be attached. Examples are Notion or Confluence pages and presentations. The advantage is that the content can be maintained in the tools that are already in use and doesn’t have to be copied over into a new tool.
We already have further step types on the roadmap.
When building a new product, some fundamentals need to be laid.
From a customers’ perspective, this means Kwest users can now be authenticated through Google Workspace and custom sign-up is also possible (Microsoft O365 will follow soon).
Furthermore, customer organizations now have their own workspaces, so users can find their colleagues easily to start collaborating.
We already started working on the next step which is guest accounts.
The goal is that users will be able to invite guest users to their organization. Kwest will allow flows to have touch points with external parties soon. Such externals may be suppliers, agencies, or fulfillment partners.
An example use case is the onboarding of a new supplier. Getting a new supplier up to speed often involves process steps within the company (procurement department, review from business) and on the side of the supplier (data provisioning, contract signing). With Kwest, we make sure this process always runs correctly and on time.