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Lydia Wommack: Good morning, everybody!
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Lydia Wommack: Happy Wednesday!
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Lydia Wommack: We are checking in this morning, live from Texarkana, where it’s hotter than hell, and actually, we have… we’re adapting quickly this week, and that’s what we’re known for.
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Lydia Wommack: our AC went out in our building, so we had to move all of our office staff to whole new locations, and that means that Chuck, our client success director, is on with us, but without camera. But I do have Phil here from the client success team, Victoria’s joining from marketing, I see Ken’s on too, so Gang’s all here, and we are so excited to show off
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Lydia Wommack: the digital checklist feature, which has been in development for a long time. It was actually part of one of our earliest versions of our online training platform years and years ago, and we’ve brought it back, rebuilt it, and now it’s better than ever. Before I dive into everything, I do just, you know, mechanics, want to say, please join us over in chat. Feel free to ask your questions.
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Lydia Wommack: Or give comments, feedback, we’d love to hear it, and we’ll be, you know, taking questions live, so glad to answer any… anything that pops up. So…
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Lydia Wommack: this morning, just wanted to share, so I’m Lydia Wommack, Client Success Director, pardon me, Marketing Director, used to be in Client Success, and I’m Gen 2 of this family business. Phil, among the rest of the team, Phil is here with us from the client success team. He is one of our most beloved client success representatives. He manages about 130, 140,
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Lydia Wommack: fleets.
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Lydia Wommack: And with that comes along, of course, something like 10,000 drivers and employees, is that right, Phil? Yes, sir. Calling every day, asking for help, getting confused, trying to get stuff done, and…
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Lydia Wommack: And Phil is probably one of our most ragged-upon client success reps. You know, when we’re out in the market and going to trade shows and conventions and, you know, association meetings, I always hear.
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Lydia Wommack: Oh, Phil’s my CSR, he’s great, he’s the best, and he really is fantastic. In fact, we were very lucky to hire Phil after he had worked with Southern Refrigerated Transport. It was about, what is it, 1,800 truck company here in Texarkana, and he’d worked in many roles for SRT, so comes to us with a lot of knowledge about the industry.
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Lydia Wommack: So, Phil, thank you. We’ve asked him to do a…
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Lydia Wommack: quick fly-through of digital checklists, and then ask him to join live, too, to answer questions, because he can get all the technical stuff in the way that I can’t. But let’s dive right in. So, Digital Checklist, of course, you know, we’re known for online safety training. We… we know that
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Lydia Wommack: the best path forward to training is behavioral change, and we now have two product offerings for that. We have, of course, our LMS with thousands of videos. We release new content every month, and the LMS is really focused on frequent and consistent, proactive
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Lydia Wommack: Training that really addresses underlying behaviors that lead to safer fleets, fewer accidents, or just more efficient workers.
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Lydia Wommack: And then now we’re rolling out the dynamic digital checklist, which is really a way to inspect what you expect out of your training. You know, you’ve already trained somebody to do the job, now comes execution. So it’s going to be a really dynamic tool for everyone to use. Of course, we’ve been in business for such a long time.
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Lydia Wommack: And now, we’ve just hit the milestone, over 200 million training sessions delivered, and we’re constantly listening to feedback. You know, the company mantra is, do the right thing, do the best you can do, and care. We really care about our clients, we care about the companies and the employees that we’re working with.
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Lydia Wommack: And we always want to deliver results for them, whatever those results are. For the most part, of course, we see a need for reducing CSA scores, reducing accidents and injuries, but efficiency comes up a ton, too. Tying training back into profitability, because, you know, if you really root your training program in what makes your company profitable, you can move that bottom line. So everything we do is about
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Lydia Wommack: Results and about delivering improvement for our clients.
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Lydia Wommack: This digital checklist, again, it underscores our core belief that your company’s greatest asset and greatest liability is the behavior of your employees. You can have a whole team of fills who are outstanding performers doing a very good job on behalf of your company.
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Lydia Wommack: Or you could have a whole team of players who are just not well-suited to the job, or aren’t performing the way you need them in their job.
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Lydia Wommack: And I know I’d rather have a company of fills.
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Lydia Wommack: Doing the right thing, doing the best he can do consistently day after day, day in and out. And that’s what training really does, is it reinforces the behaviors that you expect from your top performers, and allows you to model them, and then create a whole team of top performers.
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Lydia Wommack: But after training, then comes accountability, it comes to execution, and that’s what the digital checklist is. So I think we all have to ask ourselves a question first, and really be honest with ourselves.
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Lydia Wommack: Does every team, everyone on your team, follow processes the same way every time? A lot of companies have processes, even if they’re not, you know, formal documented. A process may be to write something on a sticky note and put it where Bob can see it every time he walks by. That is, in fact, one of our processes for Jay in our accounting department.
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Lydia Wommack: it doesn’t have to be a fancy process, but really, it only works if everyone is executing it the same way consistently every time. I think another point where we have to really be honest with ourselves is, does your team pencil whip the process?
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Lydia Wommack: think about pre-trip inspections. How many people require a pre-trip inspection? Is that a… is that a good operational behavior fill for a fleet?
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Lydia Wommack: pre-tip inspection.
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Phil Lewis: No, it’s not.
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Lydia Wommack: Not to miss it.
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Phil Lewis: Not to miss it.
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Lydia Wommack: ducted every time? Hell yeah, because that’s what allows you to catch maintenance issues before they become problems out on the road. It’s what keeps your trucks from getting, you know, stopped roadside or kicked out of driving out in who knows where, West Texas, or out in the world.
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Lydia Wommack: In the middle of the night,
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Lydia Wommack: Procedures and processes are really important, and yet, most of the time.
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Lydia Wommack: people fly through them, they pencil whip them, or I’ll tell you a story from our company. We had really good procedures in place for an event that we do. You may have heard of it, the boot camp event. We host it every month, we’ve done it for years and years, and we got that thing down to a
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Lydia Wommack: an art and a science. I mean, we know every step of the way, and we know our numbers that we’re supposed to hit, and at some point, we looked up and we realized our show-up rate is slipping. What’s going on with that show-up rate? Because we know we can consistently hit 80% or more by following our process.
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Lydia Wommack: And at the time, Steve Kessler, who you all may recognize, said, nothing’s changed, nothing’s changed. And he went away and thought about it, looked at the process, and he came back and he said, you know what? You got me. I forgot to do the Monday call.
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Lydia Wommack: one piece of an overall process, and it contributed to a major slip in the show-up rate. So, great! He found it, figured it out, he went back to doing the Monday call. We now call it the Kessler Call. Victoria makes it on Mondays before the event. Thank you, Victoria.
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Lydia Wommack: So, I think one of the things about being honest with ourselves about our operations is we can have really great documented workflows that we require, in theory. The first real hard thing is to train your employees on them.
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Lydia Wommack: But the next and ongoing issue is holding them accountable for doing it consistently every time. And it doesn’t necessarily mean that somebody is, you know, trying to be negligent or trying to do a bad job. Most people show up to work wanting to do a good job, but we’re all just humans, and we get busy.
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Lydia Wommack: Or we get moving, or we get complacent, or, you know, we think, hey, I’ve got this, I know exactly what to do. In Steve’s case.
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Lydia Wommack: He’d done it so many times that he just kind of forgot one of the steps and just kept moving quickly.
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Lydia Wommack: So checklists are such a fantastic way to make sure everyone is staying on track, doing the core functions of the job that you know are going to contribute to smooth operations the same way every time. And furthermore, it’s digitized, so now you can check on it. So if we’re being honest with ourselves.
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Lydia Wommack: Processes are important, very hard to get consistent execution.
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Lydia Wommack: So the history of this product really started many years ago. I think it was in 2004. I mean, we’re talking early days of building the LMS.
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Lydia Wommack: And we had two very different companies come to us.
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Lydia Wommack: at the same time, with a very similar problem. One was in concrete ready mix. It was a company that had a real issue with end-of-day
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Lydia Wommack: cleaning out of the drums, right? So when they get back at the end of the day, they’re supposed to clean out the barrel, or the drum back there.
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Lydia Wommack: And if they don’t, then the whole drama’s ruined. Massive issue, really costly to replace those, I mean, as you can imagine. And it just came down to people either were lazy at the end of the day, or didn’t really understand the consequences of the actions, or weren’t being held accountable for it, and it was contributing to a high
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Lydia Wommack: high cost on the P&L sheet.
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Lydia Wommack: Okay, so they said, we’ve got this issue, what can we do? At the same time, we also had, believe it or not.
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Lydia Wommack: A taco chain come to us and say, hey, you know, every day across multiple locations around this area, we require that each individual storefront or restaurant front
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Lydia Wommack: fax in…
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Lydia Wommack: several times a day, a couple of things. Grease trap checks, temperature checks, you know, food safety, kitchen checks, and then also, for hospitality, restroom checks. Are the bathrooms being cleaned, and what’s going on in there? And so, several times a day, they were faxing in from multiple locations, but the central office
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Lydia Wommack: With all these piles of paper, couldn’t keep up with everything going on.
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Lydia Wommack: And so they both had this common need of, okay, we have an issue where we really want to make sure that what we’re requiring of our employees is conducted the same and consistently every time. In the case of our Ready Mix client, there was a very real dollar value attached to that.
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Lydia Wommack: In the case of the taco chain, it was less about the dollars, but FDA, I mean, we’re talking about food safety, really critical part of the reputation of the company and the operation of the company.
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Lydia Wommack: And both were ending up with pretty significant issues in their operations. So, the answer ended up being one and the same. Hell, let’s create a digital checklist, and let’s really identify what are the steps that you are asking your team to do, put them in a digitized place where they can fill it out from anywhere.
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Lydia Wommack: And they can send it into a central location, so you have it documented. Now, fast forward to today.
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Lydia Wommack: We have all of today’s technologies and tools, Microsoft BI reports, apps, all of the things that make it even easier than it was in 2004 to get this done.
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Lydia Wommack: I think the history here, really just, we want to reinforce, consistency in your operation is key. Without accountability, there’s no point in having a procedure or process, and this now can digitize that.
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Lydia Wommack: So, I’m gonna show you a recording, a fly-through of
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Lydia Wommack: what it looks like to actually set up a checklist, but here are the key features of the digital checklist. First of all, it’s within the same ecosystem as the LMS, so if you already have the LMS, or you’re wanting to adopt both, train them, then make sure they’re following through consistently every time. It’s all in the same ecosystem. They don’t have to log into a different app, they can use the same one, and it is app-based, so we have Android and Apple
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Lydia Wommack: So anyone can use it from their phone, from a tablet. If they want to go desktop, they can, but checklist is best for in the field, so it’s going to be mostly app-based for driver or employee usage.
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Lydia Wommack: Everything, and I cannot stress this enough, everything about what we do is customizable, and that is true for digital checklists, too. So, we right now have about 21 different statement types, and we’re adding new stuff all the time. This is just a quick sample of the ones that we have, but we’ve created really, robust
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Lydia Wommack: statement ability, so you can build something ground up. It could be as simple as one question.
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Lydia Wommack: A date and time stamp, a signature, or it can be as advanced as
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Lydia Wommack: 80-plus questions that vary and include required responses, like picture or video attachments, or even pushing notifications at the statement level. I think that’s one of the cool things over here you’ll see on the notification documentation piece of this screen. You can alert
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Lydia Wommack: either at the individual statement level, so for example, let’s say we have… we’re doing a pre-trip inspection, and there are a couple of answers that would be an out-of-service. If flagged as needing care or needing maintenance, it would put the truck out of service. So those particular statements, you might want to have immediately alert if somebody responds, yes, there’s damage, or yes, this needs to be looked at. You might want to alert the maintenance shop immediately, and you can do that.
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Lydia Wommack: You’d set a notification to go straight over.
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Lydia Wommack: You probably don’t want the maintenance shop to necessarily get an alert for every single minor ding or issue caught. If it’s not out of service, you might want to have that go to a different place or be flagged later for
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Lydia Wommack: you know, the next time they’re in a central location to get it taken care of. So, you don’t have to set notifications at each statement, but you certainly can. And furthermore, you can have the entire checklist, or the entire completed document sent to a central location. In the instance of our taco chain client.
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Lydia Wommack: the whole statement, or the whole checklist would be emailed over to that central location. Another example for this might be, you know, at the scene, an accident report, right? Drivers filling out and documenting accident, evidence.
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Lydia Wommack: And there may be a couple of answers that would trigger… Hurst Nurse, or tow that would trigger drug tests, that those answers want to be notified to a certain person to schedule that drug screening. But the entire completed report needs to be sent to a different person to put it into filing, to get it over to claims, to get it over to your legal team, so you can have this sent around as you need.
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Lydia Wommack: And it’s all customizable. You would get to control the build, the flow, and the notifications.
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Lydia Wommack: Couple other quick things to call out. We have two different styles, so one’s going to be on-demand, one’s going to be assigned. Assigned is going to be a one-off checklist, or survey, or inspection report, right? It’s me coming in saying, okay, today I need Victoria to do this thing, or today I need Victoria to review this policy, or we need to go through this training, and I’m going to assign it to her specifically, and it’s for today, and she’s going to answer it, and when it’s submitted, it’s done.
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Lydia Wommack: Another kind is on-demand, and that’s for recurring workflows. So, think about your, pre-trip and post-trip inspections, or, like we talked about the accident checklist. That one you want to have on demand because you can’t predict when an accident is going to happen, and you want a driver to have access to it the moment they need it. So, on-demand or assigned, either one.
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Lydia Wommack: And then also you can set up workflows, and that connects checklists together. A great example of this is our English Language Proficiency Checklist, which is a really robust way to determine English language proficiency
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Lydia Wommack: And it follows in lockstep the way it’s enforced roadside. So first, there’s a conversation component, and then there’s a roadside test if needed. So same thing, our digital checklist knits two checklists together with a workflow that first has a trainer or a recruiter have a conversation with a recruit or a driver, assess their verbal
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Lydia Wommack: proficiency of English attest to that, and then assigns the next step in the process over to the driver themselves, and it’s the road sign.
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Lydia Wommack: evaluation. So you can assign that over, and the driver can then conduct that on their time or on their tablet, and then send it back to the trainer, and have a complete snapshot of, yes, we evaluated them.
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Lydia Wommack: We did both conversational and road sign, and yes, we attest that they are sufficiently able to speak English in order to operate for this company. That’s one example. Workflows could work in a lot of different ways. And I tell you what, we’ve had tons of fun dreaming up all the different ways that checklists can be used, but I think the best way to really get a feel for it is to see it yourself. So, I’m gonna jump right into our recording now.
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Lydia Wommack: It’s just a few minutes of Phil walking Victoria through the build and the edit of a checklist, so you can see from, as an administrator what it looks like, and then we can take some questions.
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Lydia Wommack: Well, good afternoon, Miss Victoria.
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Lydia Wommack: It’s good to… it’s good to have you on again to go over, go over the checklist that you sent in last week. So today, what I want to do is I want to show off, you know, what
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Lydia Wommack: what I’ve uploaded into the site, from the checklist that you sent over, and we’re just gonna kind of go over the lines, and you let me know what you like, what you don’t like, what you want to change, and…
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Lydia Wommack: And we’ll just kind of course correct as we go down, through the checklist. Would that be alright?
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Lydia Wommack: Absolutely. Thank you so much for putting so much time into this, Bill. I really appreciate you. Oh, you’re welcome. You’re very welcome. All right, so let me go ahead and…
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Lydia Wommack: Click on our pencil here so we can see
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Lydia Wommack: what we got going on here underneath the hood. So, we were able to get your photo uploaded into this statement type here.
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Lydia Wommack: is this pretty much how you envision having this, and what I plan on doing, like I said, I want to go through all of these lines here, and just, you know, make sure that they’re up to your standard, and the way that you want these uploaded in here.
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Lydia Wommack: So the first statement type in, by the way.
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Lydia Wommack: when, we assign this out to, to whoever it is that’s gonna be in charge of set, cleaning the bathrooms, they’re not gonna see these number ones out here, it’s gonna look a little different. And if you want to, I can go ahead and I can assign it to you, so you can see what it actually would look like if you were actually going through there and filling it out.
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Lydia Wommack: Okay.
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Lydia Wommack: Okay, so…
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Lydia Wommack: As you see here, we got, what we did here is we set this up as a free form, so…
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Lydia Wommack: Yeah, we got the question, please ensure that the cleanest of the restroom… you want to leave it like this, or do you want to go ahead and just put restroom, be a little more specific?
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Lydia Wommack: What do you think? Yeah, I think that… that’s a great suggestion. Okay.
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Lydia Wommack: Let’s go ahead and update that. So, please ensure the cleanness of the restroom. And we have a field here where
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Lydia Wommack: where the employee that is, taking care of the restroom can actually put in some comments. Perfect.
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Lydia Wommack: Let me see, something else I want to kind of put it here, sure, comes to the restroom…
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Lydia Wommack: Please enter… Answer comments if needed.
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Lydia Wommack: That way, whoever’s filling this out, know they got that, got that to their disposal, if they want to use it, so…
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Lydia Wommack: Go ahead and… and… I’m gonna go ahead and save that.
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Lydia Wommack: Okay, boom, there’s our… our edits. It’s been taken in there. Sweet, sweet. Alright, so… What we did here.
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Lydia Wommack: Let me see… and we have… we really have two ways we can…
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Lydia Wommack: we can express this, right? So…
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Lydia Wommack: For this example, we used a rating with a slider, and later on down here.
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Lydia Wommack: We use something pretty similar.
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Lydia Wommack: With this statement type here, we used a rater here.
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Lydia Wommack: So both of these are… both of these are pretty similar in how they’re used.
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Lydia Wommack: Do you want… do you want to keep it this way? Do you want to keep, keep number 2, set up as a rating with the slider?
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Lydia Wommack: leaving whoever it is that is setting this up to choose between 1 and 5. Oh, that’s how I actually move stuff around, but do you want to keep it this way?
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Lydia Wommack: I actually… I like the stars more, I feel like it’s a little more visual, so let’s go ahead and cut out the slider. Okay, let’s go ahead and do that.
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Lydia Wommack: Spotted.
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Lydia Wommack: a hall.
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Lydia Wommack: So…
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Lydia Wommack: One of the things about… about editing, the checklist is once we set up a statement type and we hit, you know, this is what we want this statement type to be.
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Lydia Wommack: we can only edit that particular statement type. So, if we wanted to go in… so, like, number 2, if we want to go in and change that statement type, what we’re going to need to do is just completely create a new statement type, which is fine, it don’t take a whole lot of time. Don’t take a whole lot of time, so…
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Lydia Wommack: Let me see here…
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Lydia Wommack: So that’s one of the things that…
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Lydia Wommack: That we can correct here, so let me go ahead and jot down some notes here.
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Lydia Wommack: Okay.
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Lydia Wommack: Let’s see… step two, you’ll use…
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Lydia Wommack: I’m gonna use the star, so we’re just gonna use the slider here. Okay.
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Lydia Wommack: Okay.
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Lydia Wommack: The sinks are clean, and… Right now, we got a yes or no.
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Lydia Wommack: Sitting here. Now, we do have the option of using a true or false here as well.
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Lydia Wommack: Yeah, I think that makes more sense to go ahead and update that one to a true pulse. A true pulse, okay. Okay.
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Lydia Wommack: Okay.
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Lydia Wommack: through a false. Okay, so I’mma go ahead, go in there, change that.
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Lydia Wommack: And I might have to make these changes when I get off here, but like I said, it’s not gonna take a whole lot of time, so I say give me about maybe 15 minutes, and I can shoot you a call back and… and have you see the updated changes that we got… got here. That’ll be perfect.
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Lydia Wommack: Now, number 4, what we got… what we got here, we got a multi-selection, and I like this.
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Lydia Wommack: I like this, I like this option a lot. There’s other stuff that we could have used here.
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Lydia Wommack: In substitute, if you wanted to. Like, we… here we used,
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Lydia Wommack: multi-select drop-down, this accomplished the same thing, but I like the layout of this.
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Lydia Wommack: But what do you… I do too. I really like that you have all of the different options here, and also nothing, just in case everything’s… Exactly, exactly. So we’re good. So we’re good here. Definitely. Alright, so we got a statement type here.
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Lydia Wommack: Oh, number 5. So, ensure the floors are hazard-free before you leave, or put out the wet floor sign.
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Lydia Wommack: Okay, perfect, and they can’t answer to that, or add any extra pictures or anything? Okay.
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Lydia Wommack: No answer. I mean, you can put in pictures, as we see here. We can upload media, videos, and things of that nature. We can send out notifications in case somebody answers something a particular way, but right now, the way it’s set up, it’s set up as just… just a statement, so it’s just pretty much reading a statement, and that’s it.
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Lydia Wommack: Perfect. Okay, okay.
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Lydia Wommack: Let me see here… and what we have next…
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Lydia Wommack: how many spare rolls of TP are in the cupboard. So here, what… what we decided to use here is our number, our numeral option here. So, the only thing that we can put in here are numbers, which makes sense if we’re asking how many of something that we have.
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Lydia Wommack: And I… what do you think? Again, I’m gonna ask you this on all these, but…
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Lydia Wommack: What do you think?
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Lydia Wommack: Yeah, I think that’s good. Makes sense for the question. Okay, I thought so as well. So we got some dates here.
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Lydia Wommack: when’s the last time you checked the facilities? It’s good to just have just a normal day, because more likely, whoever, you know, checked the facilities last probably won’t remember the exact time and date, unless they’re keeping up… unless they’re, unless they have logs to keep up with during this process, so…
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Lydia Wommack: I think this works out good. Today’s date, that’s excellent, because, you know, I like having that timestamp there.
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Lydia Wommack: To kind of… to kind of track when, you know, when this is filled out. What time of the day did you visit the restroom? So we got the morning lunchtime and afternoon, which are the times that the facility is open. So these are the times that the facility is open, so…
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Lydia Wommack: I thought that would be a pretty good,
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Lydia Wommack: a pretty good statement type to use here. We just got our single, single select drop-down, and as I’ve mentioned, perfect.
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Lydia Wommack: mentioned before, we got our multi-select drop-down here on what needs to be restocked, so we got our… got our TP, got our soap, our lotion, so on and so forth, and if, you know, everything is filled out, I mean, everything is… is stocked, we can, you know, select no.
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Lydia Wommack: Perfect. Let me see, did you have to clean up…
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Lydia Wommack: after investment was not yours. So here we have… we have our yes or no. Do you want to keep this here, or…
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Lydia Wommack: Do you want to make any kind of edits to this statement type?
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Lydia Wommack: I do want to keep this one here. I also… does this one have a comment section? So that way, if they did, they could leave a little extra blurb, or do they need to go back up to the top?
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Lydia Wommack: To tell me what happened.
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Lydia Wommack: Hmm.
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Lydia Wommack: Comment section. Yes. Yes, we can. Let me see. We do have, enable comment section here. Let me make sure…
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Lydia Wommack: I wonder if this… let me see, so…
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Lydia Wommack: Part of what I’mma do here is I’mma actually assign this to myself.
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Lydia Wommack: And I’m gonna fill this out as if I’m going into the restroom, and I’m about to go in there and clean up our restroom here. So,
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Lydia Wommack: that’s gonna be one of the things I’m gonna check, is to make sure that that comment box, does pop up whenever, you know, whenever this is… this, checklist is live, so it’s…
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Lydia Wommack: Go ahead and jot that down here.
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Lydia Wommack: Thank you. I want to make sure that people are able to say, hey, someone left the floor wet before I came in here, made a surphazard, that way we can hold everyone accountable. Exactly, and able to leave some comments on exactly what was going on in there, and what needed to be… what needed to be addressed perfectly.
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Lydia Wommack: So, what was the cleanest?
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Lydia Wommack: So, in regards to the type of question that you asked, I felt like this was… this was the perfect statement type to use.
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Lydia Wommack: So, if we’re gonna, you know, what’s the cleanest? We’re kind of asking… asking a question regarding rankings, so…
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Lydia Wommack: what do you… what do you think here? And, and, and like I said,
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Lydia Wommack: I want to go through here and fill this out, kind of see how it looks, but… but what are you thinking here?
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Lydia Wommack: In regards to having a ranking, or this…
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Lydia Wommack: I’m almost wondering, instead of asking what is the cleanest, because I want everything to be clean, Phil, should I be asking what is the dirty is?
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Lydia Wommack: I think… I think that’s a better way of asking it, and that’s something that we can… we can fix that here, so let me see. Oh, perfect. Thank you so much. After that.
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Lydia Wommack: dirtiest… Alright, and let’s go down here, save this.
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Lydia Wommack: Let me go down here…
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Lydia Wommack: All right, so that edit took place immediately. Perfect, so I don’t even have to make any notes on that. We got that… we got that squared away right here. Wonderful, thank you. Let me see… the cleanest bathroom you’ve ever seen.
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Lydia Wommack: Most important question right there. Exactly, exactly. I love the… I love the writing system put on that. So, and the last part here is, you know.
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Lydia Wommack: Obviously, we want, whoever is filling this in to put, you know, put their signature in there, and we have a spot for that. They can either, whether they’re filling this out online, they can do this with a mouse or, you know, their finger, or they can either type their name in to this thing to, to get the signature to pop in.
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Lydia Wommack: Awesome.
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Lydia Wommack: And that’s pretty much… that’s pretty much it.
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Lydia Wommack: Awesome, that makes it nice and easy for everyone to, again, be held accountable and get on the same page for what I expect the bathrooms to look like. Absolutely, absolutely. So, what I’m gonna do then, I’m gonna go, I’m gonna go and,
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Lydia Wommack: address those, those three things that we need to update. So, what we want to do, we want to turn this into, the 5-star, 5-star ranking that we have down here.
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Lydia Wommack: We want to turn part… we want to turn line number 3 into a true and false. We think that’ll work out a lot better, and want to make sure
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Lydia Wommack: That, that line 11 has, a comment section
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Lydia Wommack: You know, just in case. Just in case.
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Lydia Wommack: The mess was a bit more than a yes or no.
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Lydia Wommack: Perfect. Thank you so much for doing all of this for us, Phil. We really appreciate you taking such good care of us. No, you’re very welcome. You’re very welcome. And like I said, you’ll hear from me here again in about 15 minutes.
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Lydia Wommack: And like I said, I think we’ll have our final, you know, our final draft here, done here pretty soon for you.
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Lydia Wommack: So, yeah, like I said, if there’s any, any other edits that come to mind, between now or even afterwards.
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Lydia Wommack: Definitely let me know.
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Lydia Wommack: Thank you, I sure will. Do not hesitate, let me know, okay?
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Lydia Wommack: Okay, so that was, again, a fly-through from the administrator view of, editing a checklist. So we have this available now so that all of our clients can create, edit, modify checklists, but as always, everything we do is backed by a fantastic client success team, and they are backed by a fantastic technical production team, and they are backed by a fantastic IT team, so…
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Lydia Wommack: Anything that you want to do, sure, you can do it yourself, and we encourage you to get in and play, but you can also just give your fill, whoever your fill is, a call, and say, hey, here’s what I’m thinking, can you start roughing this out, and let’s take a look. And we’re always glad to do that as well. I’ve seen clients use this in so many different ways. I will caution, one client I worked with.
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Lydia Wommack: A dairy hauler had a real issue with tank damage, and they were trying to get a grip on that damage. They were eating and maintenance costs.
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Lydia Wommack: And we started with their paper pre-trip, post-trip inspection sheet.
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Lydia Wommack: And you would think that one piece of paper doesn’t have that many inspection points, but the checklist that was built on that ended up having 84 inspection points. And we did roll that out to the drivers, but boy, it was hard to get them to complete it every time, and, you know, you do have to marry this with some
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Lydia Wommack: some live expectations. Somebody has to check these reports and make sure people are conducting them. So, there is a human element here. You gotta make sure you are ready to stay on top of people if you’re going to roll this out. We ended up dialing that one back to, I think it was about 24 of the most critical inspection points that were really contributing to damage, and therefore cost. But yeah, so you can build… you can build a huge checklist, you can build a
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Lydia Wommack: Workflow, you can keep it short and sweet.
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Lydia Wommack: There was another one I saw that I really quite liked, with…
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Lydia Wommack: a video in the first statement. So the first statement was a quick video reminder
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Lydia Wommack: he hears what’s going on. I think in that case, it was… oh, that was for the accident at the scene checklist, so we started with a video of somebody saying, okay, listen, high-stress situation, you’re okay, take a breath.
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Lydia Wommack: call X number, the safety hotline.
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Lydia Wommack: go ask if they need emergency help, and then follow the rest of this checklist. Or just really simple instructions, like, hey, take a breath, be a professional, don’t start chain smoking yet.
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Lydia Wommack: follow the checklist, and then you can take your break. Or, you know, there may be a protocol where you want to show somebody, have a video reminder for somebody exactly how to do what you’re… what you’re asking them to do, and then follow it with all the steps that they’re attesting. Yeah, I did it, yeah, I did it.
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Lydia Wommack: Another interesting build I saw was the if-then statement. It didn’t come up in the bathroom checklist here in this example, but it’s for more robust situations, so maybe you’re asking
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Lydia Wommack: is this damaged, yes or no? And if they answer no, you want them to just keep moving on. If they answer yes, though, it will then trigger
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Lydia Wommack: them to answer an additional question. So, it could be a free response, you know, tell me more about what’s damaged. You could require that they attach a photo of the damage, so everything’s documented. So, endless, endless applications, super exciting. If we have any questions, I am so glad to take them. I know Phil will be glad to answer.
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Lydia Wommack: And also brainstorm. If you have thoughts on how you might roll this out at your fleet, I would love to hear, because I think the applications are really
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Lydia Wommack: just about endless.
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Lydia Wommack: Okay, looks like we have one. How many digital checklists are we able to enroll out? Okay, how many digital checklists can we make on our platform? So…
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Lydia Wommack: you know, we have infinite data storage capabilities. A digital checklist comes with, to start with 10 customized checklists. You can iterate on that as much as you want within one, but, but 10 customized digital checklists, and I think above and beyond that, then we’re just here to talk about what your real… your needs really are for your fleet. But unlimited submissions within that, right? So.
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Lydia Wommack: You can have your whole fleet of 300 or your whole company of 1,400 submitting all day long, and please use it. We want you to use what you have, so we don’t limit those,
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Lydia Wommack: Submissions on checklists.
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Lydia Wommack: How much does it cost? Great question. Thank you, yes, great question. So…
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Lydia Wommack: You know, we… we don’t like to nickel and dime, so we’re pretty straightforward about pricing. Like I said, I’m not going to charge you for submissions. For Digital Checklist, it’s price per user, so if you need to have your company, like I said, of 300 set up, and everyone needs to be able to use Digital Checklist, we’re going to price it by the number of users in the system. And we have a scaling pricing model for all of our products, so the more users you add.
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Lydia Wommack: the better the per-user rate, so if you’re interested, we can certainly put together a customized quote for you. We’ll say we have enabled digital checklists for all of our current clients, so they have access to it today. Anyone who is signing up
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Lydia Wommack: as of tomorrow, we’ll need to purchase digital checklist either as a standalone, you don’t have to have the LMS in order to use this, but it’s encouraged to knit the two together, and Digital Checklist is half price for people who subscribe to the LMS. So, a couple different ways you can do it, but really what we do is we charge based on user.
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Lydia Wommack: And we store the data, everything’s accessible. I think I should also mention, it didn’t come up in the build of the checklist, but reporting.
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Lydia Wommack: So we are a Microsoft Azure house. We use Azure as our cloud data storage software. That means we’re double, triple, quadruple backed up in the cloud. Means that we don’t go down unless Microsoft goes down, so there’s a lot of data security in using us. It also means that we have
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Lydia Wommack: access to all sorts of great Microsoft Azure tools, including Microsoft BI Business Intelligence Reports. So all of the reports from our system are built on that Microsoft BI platform. Means you can export reports, so anything… this is the other thing to caution when you’re building a checklist.
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Lydia Wommack: You can report on anything that’s captured there, but if you build an 84-question checklist, you’ll be reporting a lot of data. So you can pull everything, take it out to Excel, and then manipulate data the way you normally would in Excel.
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Lydia Wommack: Phil, you have any comments for us about checklists?
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Phil Lewis: Not… not in particular, at this time, but,
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Phil Lewis: I do encourage everyone to, everyone that has access to it, especially that anyone has access to it right now, to go in and play around with it. Ask us questions. If you have any questions over it, we’ll be more than welcome to answer any questions you may have over this feature, and what it can do, and what we can do, what we can set it up.
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Phil Lewis: How we can set it up to help you guys out in, what you’re trying to do.
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Lydia Wommack: Thanks, Phil. I saw Keith popped a question in the Q&A, so we almost missed that one, sorry, Keith. He asked, do you have any generic checklists available, accident, pre-trip? Yep, we do have some preset templates for the most common actions in trucking, so pre-trip, post-trip, driver road test, English language proficiency, so yeah, we have several in there that y’all can
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Lydia Wommack: use as is out of the box. You can edit, to fit your particular operations and your requirements, and then, of course, you can create your own. And I think we’re game to add more preset templates, you know, just like the way we roll out new video content every month.
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Lydia Wommack: that content team is constantly thinking about, is there a checklist component that we need to roll? One point, I know we had some checklists for winter weather readiness, and as hot as it is outside, that is coming, so we’ll release new preset templates as we see need arise. I don’t think we have one yet for our school clients, maybe we do, and I’m forgetting, but
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Lydia Wommack: I could see, I could see…
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Lydia Wommack: In the school bus setting, it being especially important in that post-trip check to make sure that kids are all off the bus, because there have been enough, unfortunately, there have been enough student fatalities, kids who fell asleep at the back of the bus, at the end of the drive, the driver didn’t do that full check.
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Lydia Wommack: and missed a sleeping child. So, there are applications outside of trucking, and as we think of them, we can definitely roll them in here.
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Lydia Wommack: Yeah, most definitely.
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Lydia Wommack: Well, with that, I am so grateful that y’all joined in today. I do want to just quickly say we are very glad to showcase more of this to you in a one-on-one setting.
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Lydia Wommack: our mantra, we never… safety never stops, so we never stop. We are constantly rolling, and if we don’t have what you need, we’re going to take a listen and see what we need to add and how we need to figure that out. May not come today, but we’re rolling code constantly, we’re rolling new content constantly. We just got a preview this morning for a new feature that’s going to be rolling out in September, so we’re constantly updating things. If you’d like to take a look at,
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Lydia Wommack: at the digital checklist, or you just want to see the latest of the LMS. I mean, we’ve been rolling code over there a ton lately. It has a whole new user experience.
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Lydia Wommack: A lot of new features, so I encourage you to take a look. Victoria, if you’ll pop the poll, I don’t… maybe it’s open already. If you want to just respond to the poll there,
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Lydia Wommack: If you’d like a trial, we can get you set up. We offer 30-day trials for free, where you can really get in there. We encourage you to add some drivers or trusted users in there to test out the system. If you really just want to see a demo first, can talk to somebody who knows the platform well about how you might apply it at your fleet, we can give you that tour, too. That’s number two, if you want to hit yes or no. And then, of course, anyone who participates in our webinars can certainly
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Lydia Wommack: get a continuing education credit towards their NAPME Certified Safety Director or Certified Safety Professional Accreditation. We love the NAPME program, glad to support it, and webinars and our boot camp program both are valid for continuing education credits. So, if you need a certificate, give us a shout, and we’ll be glad to issue one and send it out.
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Lydia Wommack: And everyone, thank you. We appreciate you, always. Find us, give us a call, shoot us an email if you want to connect. Glad to do it.
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Lydia Wommack: See y’all next time. Thanks!
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Lydia Wommack: Bye.
