Fleet-Insight May. 2016 | Page 28

L Legal compliance is a crucial part of any business running a fleet. With this in mind, I find it staggering how many organisations continue to rely on multiple spreadsheets that do not support a robust audit trail. The DVSA recommends that all companies keep an auditable trail covering defects, maintenance, repairs, and servicing “for at least 15 months”1. This task, whilst not impossible on spreadsheets, can massively drain a fleet manager’s time and take them away from other important jobs. Spreadsheets are by design, a multiple use tool so can be far more inefficient, cumbersome, and prone to human error. But arguably more importantly, Excel can leave sensitive information open to unauthorised access. You may have already experienced the types of mistakes and errors that can occur by using spreadsheets, for example; the errors that can occur by fields being inputted loosely typed with no automatic enforcement of data, “is that it a date or a number?” Most errors are only found weeks or months after the event, when you need the correct data. What’s more complex, spreadsheets can often only be efficiently understood by their creator. Here’s living proof… new tool. It is important to note that any FMS system which requires extensive training and technical expertise could be too complicated for the average user to master effectively, and therefore have very little benefit over Excel. Companies have invested substantial time in their spreadsheets. Spreadsheets typically reflect an organisation’s unique approach and their current processes. The fleet team, if indeed there is one, is already limited on time and simply can’t fit in anything else into their day so changing systems is seen as a daunting task. Companies assume that a dedicated system will cost too much and be too complex to maintain. Licences for an on-premise system are expensive, especially when you have infrequent users. These systems often take a long time to install and will require the involvement of a dedicated consultant and internal IT staff. As a company’s needs change these systems are not flexible enough to adapt and consultants must be brought back in to oversee “..in 2013, JPMorgan Chase lost more than $6 billion, allegedly due to copying and pasting incorrect information into a spreadsheet.“ Barclays Bank fell into the Excel trap in 2008 with a spreadsheet that was part of a major takeover bid. Columns containing highly confidential data should have been deleted before the spreadsheet was sent, but instead they were hidden. And of course found again… but too late, the damage was done. And in 2013, JPMorgan Chase lost more than $6 billion, allegedly due to copying and pasting incorrect information into a spreadsheet. Whoops. Although many companies recognise that spreadsheets are not adequate for fleet management, many are worried about the amount of resource, both in time and money that it would take to implement a new system. So why do companies still insist on using Excel? Primarily there are three main reasons why spreadsheets are considered the main ‘competitor’ to FMS platforms: Companies ‘understand’ Excel. At some point in virtually everyone’s career they will have to use Excel. Whilst most people, including myself, are not proficient users, many employees are reluctant to learn a any alterations. And finally, some companies simply do not like change, preferring to stick with what they know. What’s the alternative? If you’ve explored FMS platforms before, you may have concluded that the benefits simply wouldn’t outweigh the costs or hassle. However, newer, more flexible solutions are available via the internet. These solutions offer all the benefits of an on-premise system whilst minimising the disruption, cost, implementation time, and maintenance requirements. So, what should you be looking for? As you evaluate providers, your goals should always be to a) streamline your processes and eliminate duplication of work, b) ensure the data you rely on is accurate, and c) keep any sensitive data secure. Below is how you identify key features and make sure you ask the right questions: 28