Fleet Management Solution

88%

Status

Executing [Implementation of the project]

88% complete, updated on Mon 6/24/24 8:49 AM by Jerrad Erwin

Good afternoon, 

 
I hope this message finds you well. I understand there has been some confusion regarding the current status of our vehicle reservation grid display, and I want to assure you that addressing these concerns is a high priority. Clear and transparent communication is essential to the success of this initiative, and I am committed to providing you with an accurate and comprehensive update. In this context, I have prepared an SBAR (Situation, Background, Assessment, Recommendation) summary to ensure we are all aligned and to facilitate informed decision-making as we move forward.
 
Situation:
The West Texas leadership team has expressed concerns regarding the new FleetCommander vehicle reservation system, also known as AgileFleet. Unlike the previous system, FleetCommander lacks a visual display of vehicle availability, which was essential for end-users to identify carpool opportunities and coordinate item transportation between campuses efficiently. This functionality is critical for optimizing resource use and improving inter-campus logistics.
 
Background:
The previous system for vehicle reservations, developed in-house by Clark Evans, served our organization for several years but has now reached the end of its software lifecycle. This legacy system exhibited several significant limitations that adversely impacted our Fleet Manager and the team responsible for managing campus fleet vehicles. Key issues included:
 
·         Imbalanced Vehicle Usage: Some vehicles were used exclusively, while others remained underutilized. This skewed usage pattern strained the leasing agreements for heavily used vehicles and accelerated their maintenance requirements.
·         Tracking Limitations: The system lacked the capability for the Fleet Manager to monitor instances when employees needed a vehicle but none were available. This deficiency made it challenging to gather concrete data to support the justification for expanding the fleet.
·         Manual Processes: Automation was absent for critical tasks such as mileage reporting, maintenance tracking, leasing mileage, and annual tag updates. Consequently, the Fleet team was burdened with time-consuming manual data entry and tracking.
 
During the RFP process, these limitations were pivotal in our evaluation of potential vendors. Although some vendors provided more visually appealing interfaces, they did not meet our comprehensive requirements. FleetCommander was selected for its superior usability, automation capabilities, and integration with our broader needs.
 
However, the "Car Pool" feature in FleetCommander, designed to address carpooling needs, has not been well-received. The feature operates through a message board format that requires users to actively check postings, which has led to low engagement and increasing user dissatisfaction.
 
To address these issues, Carrie Bernal, Kristin Sondermann, and I met on Wednesday, June 12th, to discuss the feasibility of developing an internal dashboard to display the reservation system in a grid format similar to the previous system. I have since initiated discussions with vendor representatives to explore this possibility.
 
Assessment:
Following a detailed discussion with the vendor and providing them with specific examples of the desired graphical interface format, it has been confirmed that such an enhancement is not currently planned for future updates by the vendor. Additionally, the existing FleetCommander system lacks the capability to export data in an API format that we could leverage to develop an independent dashboard. However, the vendor has submitted an enhancement request on our behalf to evaluate the feasibility of developing a data export function for our use.
In the interim, we have identified a few potential options to address the immediate needs:
1.      Manual Interaction: We can create a dashboard using existing reporting capabilities within the FleetCommander system. This would necessitate manual extraction of reservation details and feeding this data into the dashboard. However, this method would result in static information, only reflecting data available at the time of report generation and would not dynamically update vehicle availability.
2.      End-User Education: By collaborating with Learning and Development, we can develop and implement a training course focused on the "Car Pool" feature. Despite being included in the initial training, its usage has been minimal. Regular reminders and targeted training could enhance utilization, especially among infrequent users of the system.
3.      Encourage the Use of Email: Reinforcing the use of the existing Fleet team email for carpool inquiries or inter-campus transportation needs could be another interim solution. While this may increase the Fleet team's workload and create ambiguity regarding response responsibilities, it provides a direct communication channel for immediate assistance.
While these options present varying degrees of benefits and drawbacks, they offer immediate, albeit imperfect, solutions to our current limitations. Further exploration may reveal additional viable strategies, and we remain committed to finding the most effective interim solution until a permanent enhancement is available.
Recommendation:  
I have reached out to the vendor to schedule a meeting between our Application Engineers and the vendor's Implementation Manager. We aim to identify additional options that have not been realized thus far. While these discussions are ongoing, I recommend a two-pronged approach to alleviate end-user difficulties:
1.      End-User Education: Schedule training sessions and highlight resources available to our end-users. This will empower them with the necessary knowledge to navigate the application more effectively.
2.      Encourage Email Use: Promote the use of email as a primary communication channel for support requests and troubleshooting. This can streamline the process and provide a documented trail of issues and resolutions.
As we gather further insights from these efforts, I will keep you informed to ensure a clear and comprehensive understanding of the situation.
Thank you for your attention to this matter. I believe the steps outlined provide a structured approach to addressing the concerns raised by the West Texas leadership team. By engaging with the vendor to explore additional options and focusing on enhancing end-user education and communication channels, we are poised to mitigate immediate challenges effectively. I will continue to monitor progress closely and provide updates as we work towards a sustainable solution that aligns with our operational needs. Should you have any further questions or require additional information, please do not hesitate to reach out. Your continued support in this endeavor is greatly appreciated.

Details

Dates
Mon 1/3/22 - Fri 4/19/24
Acct/Dept
Employee
Type
Solutions Project Management / Default
Health
Yellow - At risk with corrective actions
Created
Fri 6/24/22 4:50 PM
Modified
Mon 6/24/24 8:49 AM

Project Request Form

Requestor
This is an individual that is listed as the person asking for a project evaluation, may not necessarily be the Project Champion.
Kristin Sonderman
Project Champion Supervisor
Project Champion's direct Supervisor
Blanca Guzman
Vice Chancellor
Project Champion's Vice Chancellor for the division
Rick Herrera
Requested Delivery Date
Enter an estimated date you would like this project completed/delivered
10/31/2022
Do you have an existing solution you are wanting to replace or enhance?
If so, provide some background information on the solution / process you are currently using.
Yes
What are your goals and objectives this solution will accomplish for your department?
Please provide your goals and objectives this solution will accomplish for your department.
In an effort to modernize the fleet system, and reduce labor costs/needs, TSTC is needing a fleet management system that will allow for reservations, notify of needed maintenance based upon mileage, and track expenses that can be reported back to the State of Texas. The automation of these processes will reduce the manual entry and coordination of these processes, thereby reducing costs to TSTC.
List your primary requirements for this solution.
Please list your primary requirements for this solution.
Reservation Management Platform
• Ability to create, and manage, multiple tiers for reservations
• Ability to create vehicle groups (EX: High Capacity Van, Sedan, Maintenance Vehicle, Campus)
• Ability to assign vehicle groups to users
• Restrict reservation for user based upon vehicle groups (EX John is assigned maintenance vehicle group in Waco, so he cannot reserve a high capacity van, or a maintenance vehicle on North Texas campus)
• Ability to recommend vehicle based upon needs
• If traveling across state, it would not recommend a higher mileage vehicle or one that is close to needed maintenance.
• Ability for user to view other reservations
• Ability to manage both leased, and owned vehicles
• Ability to have a customizable document for checking a vehicle in/out (Are the tires inflated, do the lights work, etc)
• Document Storage Capability (Gas receipts, maintenance receipts, leasing contracts, etc)
• Mobile Device Compatibility
• Mileage entry
• Document upload
• Ability to take picture of maintenance/fuel receipt and upload to system
• Ability to upload PDF or other document type to system
Automation
• Data Tracking
• Mileage logs
• User Logs
• Scheduled maintenance based upon mileage and dates
• Vehicle registration
• Ability to track leased vehicle information

Telematics GPS System
• Compatible with multiple connections
• Ability to track route including date/time, miles driven, speed
• Vehicle location
• Driver Speed Monitoring
• Excessive Braking/acceleration
• Status indicators from vehicle dashboard
Fuel Card Management
• Link with fuel cards (Voyager)
• Individual card per vehicle
• Unique pin by user useable on any vehicle card
• Road-side Assistance
• Payment Options for drivers outside covered shop
• Tax exempt capable
• Preferred partner rebates
• Track gallons purchased as well as price paid
Reporting
• Dashboard for quick data analytics
• Pull logs that can be uploaded to State of Texas reporting system (Agile Assets)
• Usage reports
• Maintenance reports
• Departmental usage
• Pull by reservation
• Pull by pin usage on fuel card
Information Technology
• Hosted Solution (Cloud-based)
• ADA Compliance; Web Content Accessibility (WCAG Level 2 AA) compliant
• Data backups available upon request
• Role Based User Permissions
• Standard User Permissions
• SSO Integration (ADFS - SAML)
• SSO Integration (Other)

Training & Support Services
• Provide a broad range of user support services - provides training and support to all stakeholders at the onset
• Provide on-going support/training

Branding
• Provide ability to allow for customization as needed
• Provide ability to enable modifications, settings, and branding for the college
• Provide user-friendly graphical interface
Do you have funding for this project? If so, please provide the amount.
Please list Budgeted Amount?
Yes
Name(s) of the OIT personnel who assisted.
Enter the name of the OIT personnel who assisted?
Jai Erwin
Please list any subject matter experts who can assist with this project.
Who has the knowledge in your area or other areas that can assist?
Regina Hernandez, Shellie Glass, Natalie Garcia, Clark Evans, Janine Jones, Michael Clesh

Description

Currently TSTC is using an internally built system for the vehicle reservation system. This system only manages the scheduling of the reservations and does not allow for automated scheduling of the maintenance of the vehicles based on the use and mileage. This solution also does not provide any integrations with the fuel cards that are used with the vehicles. There is a lot of manual input daily throughout the state to manage the vehicles usage, maintenance, assets and leased vehicles.

This is a multiphase project that will be tracked There are three main parts to this project that will receive their own project number. This instance will track the overall progress of the program. This program will only be updated when milestones are achieved in the child projects.
Project 1: FleetCommander Vehicle Reservation System - Project number 430913
Project 2: WEX Fuel Card - Project number 430914
Project 3: GeoTab Telematics - Project number 430915

Manager

Alternate Manager(s)

Stakeholders (6)

BG
Blanca Guzman
Chief of Staff - Student Svc
Responsible, Accountable, Consulted, Informed
Project Champions manager - Needs to be informed throughout the project
Fri 7/1/22 11:28 AM
CE
Clark Evans
Consulted
Web Developer that created existing system used for fleet reservations
Fri 7/1/22 11:29 AM
KS
Kristin Sondermann
Responsible, Accountable, Consulted, Informed
Project Champion
Fri 7/1/22 11:28 AM
RH
Regina Hernandez
Fleet Coordinator
Consulted, Informed
SME
Fri 7/1/22 11:30 AM
RA
Robert Anciso
Space Utilization Coordinator
Consulted, Informed
SME
Fri 7/1/22 11:31 AM
SG
Shellie Glass
Administrative Assistant
Consulted, Informed
SME
Fri 7/1/22 11:30 AM