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How EDI empowers its workforce in the field, in the office, and at home

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EDI's, an environmental consulting company, success is directly linked to its remote workforce’s ability to collaborate efficiently. But its fieldwork was still being tracked manually, resulting in error-prone data retention to inefficient collaboration. Here's how AppSheet, a no-code app development platform, fixed that and provided a stronger competitive edge.

For consulting companies such as EDI Environmental Dynamics Inc. (EDI), interactions among employees and customers are the direct drivers of value, and helping them collaborate has a tangible impact on the bottom line. However, connecting people from the field to work-from-home spaces to the office is no easy task.

EDI, an environmental consulting company that helps organizations assess environmental impacts and meet government regulations, has eight offices across Western and Northern Canada. Frontline workers account for 80% of its total employees, ranging from biologists and scientists to safety inspectors and project managers. EDI’s success is directly linked to its remote workforce’s ability to work effectively in the field and to collaborate with coworkers and clients across Western Canada. With the help of Google Workspace and AppSheet, EDI is enabling its mobile workforce to function more efficiently and collaboratively than ever before.

Bringing efficiency to its frontline workers

Just four years ago, much of EDI’s fieldwork was still being tracked with pen and paper, resulting in frequent challenges, from error-prone data retention to inefficient collaboration. Luckily, EDI was able to address this using AppSheet, Google Cloud’s no-code application development platform. 

With AppSheet, EDI has replaced the majority of its pen-and-paper processes with tailored apps. As EDI’s Director of IT, Dennis Thideman explains, “AppSheet allows us to be much more responsive to our field needs. Using it, we can spin up a basic industrial application, share it with our field workers, and have them adjust their workflows—all in just a few hours. Doing that from scratch might take weeks or months.”

For EDI, there are a couple of features that make AppSheet shine. First, AppSheet is platform-agnostic, meaning it works on most devices and most operating systems, so any employee can access their AppSheet apps. Secondly, because 90% of EDI’s projects involve working in remote areas, they can leverage AppSheet’s Offline Mode, allowing workers to collect data on their mobile devices in the field and have it automatically download when they reconnect to the internet. 

Eliminating the challenges associated with pen and paper has resulted in even more benefits than EDI leaders originally anticipated: namely, employees work faster across an unexpectedly wide range of use cases. For example, governmental regulations require EDI to complete a pre-trip safety evaluation before heading into the field. Before using AppSheet, this evaluation would take upwards of four hours to complete. By streamlining the process with an AppSheet app, EDI employees have reduced that time down to one hour. EDI averages over 850 evaluations every year, and they’ve realized over 2,550 hours in annual savings—savings that can be passed on to clients and allow staff to focus more time on other tasks. This is just one of more than 35 mission-critical applications that EDI has built with AppSheet.

Time savings is a huge benefit, but as Logan Thideman, an IT manager at EDI, explains “At the end of the day, we realized that the biggest benefits of AppSheet aren’t about time savings as much as they are about high-quality data.” Collecting and analyzing good data is critical to EDI’s operations, as most data collected in the field can never be replicated. For example, if a water quality sample for a certain day is lost (which can happen easily when using pen and paper), that information can never be retrieved again. AppSheet makes data collection easy. Employees are much less likely to lose a smart device than they are a paper form, and any data entered would be immediately uploaded to a Google Sheet or SQL database when they return from the field, meaning data is always backed up in the cloud. From there, information can quickly be analyzed by coworkers, passed on to the client, or shared with government agencies to ensure proper compliance.

Overall, EDI found that the more they could enable their field workers with AppSheet apps, the more those employees could focus on providing quality research and recommendations to their clients and gain a stronger competitive advantage in the market.

Enhancing collaboration everywhere

Enabling collaboration in remote environments can be difficult, but Google Workspace has made this easy for EDI. Google Workspace lets employees effortlessly share documents and work together in real time. Given its ease of use for mobile workers, Google Meet has become all-important and is used as EDI’s tool of choice for face-to-face collaboration. It became even more essential when COVID-19 arrived. As Dennis Thideman explains, “Google Meet allowed us to adapt to the COVID-19 environment quickly as we were already conversant with it. In just two days, we were able to transition our employees from office to home because of it.” By leveraging Google Meet and the rest of the Google Workspace platform, EDI employees are able to remain productive, regardless of where they’re working.

Google Workspace also makes it easy to collaborate with customers. Because many of EDI’s customers leverage Microsoft Office tools such as Word, Excel, and PowerPoint, EDI still needs to use them. Google Workspace makes it easy to continue using Microsoft products in its environment, allowing employees to store Microsoft Office files on Google Drive and open, edit and save them using Google Docs, Sheets, and Slides. 

AppSheet and Google Workspace’s deep integrations also make collaboration easy. Employees can update data in Google Sheets, save images and reports to Drive, and update Calendar events all from AppSheet apps. Together, the two platforms simplify many of the activities that consumed so much time in the past.

An empowered workforce

Empowering employees has been at the core of EDI’s success, and Google Workspace and AppSheet have given EDI a clear advantage. Collaboration has become easier and more agile using Google Workspace. Robust AppSheet apps have been built to streamline mission-critical processes. For unique project requirements, simple AppSheet apps are built in a matter of hours. As Dennis Thideman summarizes, Google Workspace and AppSheet “make managing a distributed, deskless workforce much simpler, giving EDI better growth opportunities and a competitive edge in the marketplace.”

Case Study

How MobileOne Expanded its Stores by 340% in Just Three Years

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In a competitive industry, MobileOne delivers better customer experiences by keeping employees informed through real-time collaboration and training in G Suite, as a result it expanded its stores by 340% in just three years. Here's how.

The mobile industry is extremely fast-paced. New smartphones arrive at rapid speed. Smartphone OS updates regularly add new features and capabilities. And by the end of 2018, 5G wireless, the game-changing successor to 4G, will begin to be available in some markets.

With more than 125 T-Mobile premium retail stores across the United States, MobileOne is at the forefront of the mobile industry’s constant, rapid-fire changes. The company is growing quickly, too, expanding its number of stores by 340% in just 3 years.

In this high-growth, non-stop environment, MobileOne’s mission is to keep frontline employees trained, informed, and updated at all times so that they, in turn, can serve as trusted experts to customers. Ultimately, the end game is to stay competitive by delivering the kind of positive experience that encourages customers to return, and to recommend MobileOne to friends.

But fulfilling this mission had become a major operational challenge for MobileOne. Information was typically created in the company’s productivity software suite and shared in emailed file attachments through the company’s on-premises email system. The method was slow and inefficient, and it could introduce errors if an outdated file was emailed.

In addition, there were no central, shared, easily accessible repositories of company knowledge. Thus, to find information shared a few months ago, team members might have to search their email archives for the appropriate file, and the search capabilities of MobileOne’s legacy email system were far from robust. Worse, a file that one employee suddenly needed may exist only on the hard drive of another employee who might be away on vacation.

“Without G Suite, I can’t imagine how we could keep up with everything.”

– Revel Stark, Director of Recruiting and Marketing, MobileOne LLC

MobileOne leaders recognized that a digital workforce transformation was needed to help the company stay focused on delivering excellent customer service. In response, the company began moving all employees to G Suite with the help of Suitebriar, a Google Cloud – G Suite Premier partner.

Sharing docs in seconds

G Suite applications help MobileOne team members collaborate, share information, and receive the latest training. G Suite also helps MobileOne move at an accelerated pace. For example, on a recent Sunday, Revel Stark, Director of Recruiting and Marketing at MobileOne, was on his way to the beach with his family when someone in the company needed a document from him right away.

“It took just seconds to launch the Google Drive smartphone app, do a quick search, and share the requested document,” says Revel. “Before G Suite, I’d have to start up my laptop, assuming I even had it with me, and search for the file. If the file wasn’t on my laptop’s drive, it might be Monday before I could have found and shared it. That just doesn’t work for us. Without G Suite, I can’t imagine how we could keep up with everything.”

Creating central repositories

“Now, with Drive and Sheets, everyone has access to the most recent, business-critical information at the same time. Having live spreadsheets helps us ensure that no important information gets lost, despite the rapid pace in which we work.”

– Revel Stark, Director of Recruiting and Marketing, MobileOne LLC

Drive, coupled with G Suite apps such as Docs and Sheets, streamlines document sharing at MobileOne by enabling the company to create central repositories of information that are easily accessible and, with Google search technology, easily searchable.

For example, the company used to track operations, growth metrics, and performance in its legacy productivity suite’s spreadsheet application. The spreadsheet files were shared via email. But given MobileOne’s rapid growth, the information in those spreadsheet files could become outdated quickly. And there was confusion at times about which file was the most recent version.

“Now, with Drive and Sheets, everyone has access to the most recent, business-critical information at the same time,” Revel says. “Having live spreadsheets helps us ensure that no important information gets lost, despite the rapid pace in which we work.”

MobileOne has set up a Team Drive for each of the company’s departments, too. “With Team Drives, department heads can make sure their department’s documents are well organized, up to date, and easy to find,” Revel says. “And they can give access only to the people who need it.”

Streamlining interview schedules

The thousands of apps in the G Suite Marketplace enable businesses to add even more functionality to the G Suite apps that their employees use every day. MobileOne uses a third-party scheduling app that integrates with Calendar to streamline the scheduling of job applicant interviews. “Job applicants can look at our calendar and pick an open slot to schedule their interview,” says Revel. “It speeds up the process by not having to go back and forth in email, trying to find a time that’s mutually agreeable.”

Simplifying admin duties

“Before G Suite, it was time-consuming to add a new user to our email system,” Revel says. “I’d have to ask our service provider, then wait for them to do it. But with the easy-to-use G Suite admin panel, we can add someone to Gmail ourselves in a minute or two.”

Receiving personalized service

To support the rollout, MobileOne worked with Suitebriar, a Google Cloud – G Suite Premier Partner. Suitebriar efficiently set up MobileOne on G Suite and now provides webinars and on-going support to help MobileOne users get more out of G Suite. “Suitebriar is incredibly responsive,” says Revel. “They know our business, they give us personalized service, and they get back to me quickly when I have questions, sometimes in as soon as 30 seconds.”

Driving new business with Forms

MobileOne uses Forms to help it organize public events and, in combination with Sheets, to measure the success of those events.

Last year MobileOne held 200 events across the company’s 125 stores and is planning to hold up to 400 events this year. The events are designed to connect MobileOne associates with local residents and bring people into its stores who might not otherwise visit.

“We developed a pre-event form that stores use to communicate with our corporate office about what’s needed to set up their event,” Revel explains. “And we have a post-event form that stores can fill out to capture what worked and what didn’t work at the event. The information in that form gets dropped into a Sheets spreadsheet, so we can track the success of events across all stores. It helps us focus on the events that drive the most traffic into stores, where we can connect with locals and show them how we can help them.”

Using Hangouts to train — and applaud

“When a team member in the field does something fantastic, we can gather a bunch of people in a conference room, get that team member into Hangouts, and give him or her a round of applause. It’s a great way to give someone a pat on the back.”

– Revel Stark, Director of Recruiting and Marketing, MobileOne LLC

At MobileOne, Hangouts is among the most used G Suite app. The company uses Hangouts to bring executives together in different locations for a weekly briefing. “Hangouts breaks down the barriers that geographical distances create, so that everyone gets quality time together,” Revel says.

Training is another key Hangouts use case. “Because keeping our people well informed is so important, we use Hangouts frequently to train team members,” says Revel. “We’re currently using Hangouts with a Hangouts Meet hardware in our corporate office for training, and we’re considering expanding that by adding 20 to 30 Hangouts Meet hardware in training rooms across all seven states where we operate.”

MobileOne uses Slides for training presentations, which are often scheduled using Calendar and presented in Hangouts. “Calendar makes it easy to set up training events and to see the availability of people you want to invite,” Revel says. When people find a time that works, they simply add a Hangouts link to the calendar event. Then during the Hangouts session, a presenter can launch a Slides presentation, and attendees can ask questions with Hangouts chat. All of this is easy to set up and the training happens in real-time, which gives it more of an impact.

The company is also leveraging Hangouts in a less conventional way. “When a team member in the field does something fantastic, we can gather a bunch of people in a conference room, get that team member into Hangouts, and give him or her a round of applause,” says Revel. “It’s a great way to give someone a pat on the back.

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Gmail’s BIMI Increases Confidence about Security and Delivers Immersive Email Experiences

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Last year, Gmail announced Brand Indicators for Message Identification or BIMI to deliver secure-by-default email experiences. Soon, Gmail's general support of BIMI will drive strong sender authentication in the email ecosystem. Read to know more.

Creating a secure-by-default experience based on robust defenses has always been a core design principle for Gmail. That’s why we’ve established a strong baseline of security in Gmail, with built-in protections to help automatically filter out potentially malicious messages. While these defenses help keep Gmail users safe, email functions as part of a large, complex, interconnected ecosystem that we continually invest in and work to protect. After first announcing Gmail’s Brand Indicators for Message Identification (BIMI) pilot last year, today we’re announcing that over the coming weeks we’re rolling out Gmail’s general support of BIMI, an industry standard that aims to drive adoption of strong sender authentication for the entire email ecosystem. BIMI provides email recipients and email security systems increased confidence in the source of emails, and enables senders to provide their audience with a more immersive experience.

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“Bank of America has a wide range of security measures in place to support our customers, and we constantly evolve our program to deliver best in class protection. Part of this effort is our partnership with Google on BIMI, which provides an easy way to validate if correspondence is from us.” — Bank of America

BIMI enables organizations that authenticate their emails using Domain-based Message Authentication, Reporting, and Conformance (DMARC)—a standard for providing strong sender authentication that allows security systems to perform better filtering, separating legitimate messages from potentially spoofed ones—to validate ownership of their logos and securely transmit them to Google. BIMI is designed to be easy: for organizations with DMARC in place, validated logos display on authenticated emails from their domains and subdomains.

Here’s how it works: Organizations who authenticate their emails using Sender Policy Framework (SPF) or Domain Keys Identified Mail (DKIM) and deploy DMARC can provide their validated trademarked logos to Google via a Verified Mark Certificate (VMC). BIMI leverages Mark Verifying Authorities, like Certification Authorities, to verify logo ownership and provide proof of verification in a VMC. Once these authenticated emails pass our other anti-abuse checks, Gmail will start displaying the logo in the existing avatar slot.  

“Gmail’s support of BIMI is a win for email authentication, brand trust, and consumers alike. BIMI gives organizations the opportunity to provide their customers with a more immersive email experience, strengthening email sender authentication across the entire email ecosystem.” — Seth Blank, Chair of the AuthIndicators Working Group

This is just the start for BIMI. The standard expects to expand support across logo types and validators. For logo validation, BIMI is starting by supporting the validation of trademarked logos, since they are a common target of impersonation. Today, Entrust and DigiCert support BIMI as Certification Authorities, and in the future the BIMI working group expects this list of supporting validation authorities to expand further. To learn more about BIMI and see the latest news, visit the working group’s website.

To take advantage of BIMI, ensure that your organization has adopted DMARC, and that you have validated your logo with a VMC. For Gmail users, no action is required. We’re proud to be one of the leading members in both establishing and supporting the BIMI standard and will continue to support efforts that contribute to security for the entire email ecosystem.

Case Study

Geneva Business School: Empowering the business leaders of tomorrow with collaborative mindsets

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A personalized online platform enabled the students of Geneva Business School to collaborate more efficiently, increasing their productivity, and reducing the School's dropout rates. Here's how.

Education is about more than just imparting information. For the Geneva Business School (GBS), education is about teaching the necessary skills to adapt, survive, and thrive in the world after pupils have graduated. With a diverse, international student body spread out over five campuses, the school prides itself on fostering leadership, communication, and productivity skills as well as academic achievement. In 2016, GBS began searching for ways to help its students work together and improve communication. To do that, it turned to Google Workspace for Education.

“We wanted our content stored in a digital environment where the students could collaborate on projects even when working remotely,” says Carlos Moreno Gonzalez, Barcelona Campus Director at Geneva Business School. “For us the solution was Google Workspace.”

Improving collaboration, increasing accountability

Prior to 2016, GBS’ online course components were designed to be worked on individually. Students could download course materials from extranet sites to work offline on traditional word processing and spreadsheet software. If they were working together, they had to be physically in the same room or would communicate over email. GBS places a strong emphasis on collaborative work, but in such a fragmented setup, it could be hard for professors to work out exactly who had contributed what in each group.

“In just a few clicks you can get a really good picture of the whole class. Whenever we tried this before Google Classroom, we would enter the grades manually and it took forever.”

Sabrina Espasandin, Instructional Designer and Google Trainer, Geneva Business School

For GBS, the solution came from its Barcelona campus, which has a reputation as something of an innovation hub, says Sabrina Espasandin, Instructional Designer and Google Trainer at the school. “It’s smaller than the main campus in Switzerland so there’s more scope for experimenting with new technologies,” she says. GBS wanted to do more than just upgrade its email. The objective was to build an entire online platform enabling students, faculty, and staff to not only communicate with each other, but also to use it as a productivity platform for documents, spreadsheets, presentations, and more.

Connecting students and professors with Google Classroom

After evaluating its options, the Barcelona campus chose to implement Google Workspace for Education in early 2016, largely because of the widespread adoption of Google tools by students in their personal lives. “Most of our students were very familiar with Google tools and how Google works,” says Carlos. “It made the transition much easier for them.” With such a radical change, GBS also made sure to provide adequate training for everybody to help them overcome any issues that might arise during the transition. “There was a little pushback from people who had been using the same tools for a long time,” says Sabrina. “But once they saw for themselves the benefits of the new system, we turned sceptics into believers.”

The core of the new system was Google Classroom, a single, online destination where teachers and students could quickly and easily interact with each other no matter where they were. Gmail replaced the traditional email system, easing the load on the campus servers. Live editing in DocsSheets, and Slides meant that students could work on projects and presentations at the same time without having to email multiple versions, which could get buried in long threads.

“It’s changed the whole way we work. Students would post questions online, and other students would answer them before the teacher got there. It means the knowledge comes from the class, not just from the professor.” –

Carlos Moreno Gonzalez, Barcelona Campus Director, Geneva Business School

The faculty used Sites as an opportunity to update their course materials from static slideshows that had to be downloaded for offline viewing, into animated, interactive pages online. Meanwhile, Forms proved itself useful as a way for professors to setup quizzes online and, in conjunction with Google Classroom, to help automate the marking process and quickly analyze results.

A new platform, a new way of working

The online hub that GBS built in Barcelona with Google Classroom and Google Workspace was very quickly seen as a success. So much so, that within six months, the school rolled out Google Workspace to all of its other campuses. As of Q3 2018, GBS has activated more than 2,300 user accounts. The students benefit from instant communication, frictionless collaboration, and the ability to work on projects outside the classroom. It also means they are in a better position to answer each other’s questions without having to wait for a response from their teacher.

Meanwhile, GBS’ teachers no longer have to deal with an extranet that required them to upload all their own content in an overly complicated way or spend hours bulk-creating new email addresses at the start of each year. “The time saved in administrative tasks has been massive,” says Sabrina. “User creation is a breeze compared to the past.” In addition, the faculty found a new efficiency with rote tasks, such as grading analysis, which allowed them to spend more time focusing on students and assessing their specific needs.

“In just a few clicks you can get a really good picture of the whole class,” says Sabrina. “Whenever we tried this before Google Classroom, we would enter the grades manually and it took forever.”

“We’ve built a very personalized online platform designed to engage students and reduce dropout rates. With Google, we hope to bring the collaborative spirit we have in our normal classes to our online classrooms.” –

Carlos Moreno Gonzalez, Barcelona Campus Director, Geneva Business School

Meanwhile, Professors have found that, despite fears of an always-online culture, the collaborative nature of the new platform empowers students to help each other instead of just relying on help from the faculty.

“It’s changed the whole way we work,” says Carlos. “Students would post questions online, and other students would answer them before the teacher got there. It means the knowledge comes from the class, not just from the professor.”

With all of GBS migrated to Google Workspace, the search is on for the next leap forward. The school is currently working hard to provide some of its courses entirely online, for students who wish to work remotely but still benefit from GBS’ superior teaching and strong reputation. The content for the new modules will be hosted on Sites, while Google Classroom will serve as a central hub for teacher-student communication. GBS is working to personalize the modules for teachers and students alike. For example, every teacher will have access to a classroom roster that provides quick links to students’ digital portfolios, also hosted on a Google Site.

Building on the knowledge it has acquired in the last two years with various Google tools, the school is trying to make online learning more effective, as well as develop more in-depth measurements of student growth and progression. As it becomes more comfortable with Google Workspace and Google Classroom, GBS can look forward to exploring its new metrics with tools such as Google Data Studio.

“We’ve built a very personalized online platform designed to engage students and reduce dropout rates,” says Carlos. “With Google, we hope to bring the collaborative spirit we have in our normal classes to our online classrooms.”

Case Study

How This Sri Lankan Bank is Striving to Make Banking Accessible to All

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Today, Cargills Bank teams are working more efficiently and the number of streamlined processes has increased from 25 to 40. Thanks to technology, the Bank is well on its way to ensure it provides banking services to every Sri Lankan. Here's how.

Headquartered in the Sri Lankan capital of Colombo, Cargills Bank is not short on ambition or vision: it plans to make banking services accessible to all Sri Lankans and become a financial services leader at home and internationally. Founded in 2014 and licensed by the Central Bank of Sri Lanka to provide domestic and offshore banking services, Cargills Bank provides Retail, Credit and Debit Cards, Corporate, SME, Agri, Micro Finance, Treasury, and Trade banking products to customers.

The bank delivers these products from a network that includes 19 branches, the internet, mobile applications, and a partnership with supermarket chain Cargills Food City that enables customers to transact at more than 370 service points across Sri Lanka.

Cargills Bank initially deployed productivity and communications applications running in an on-premises data center. However, these applications could not support the bank’s growing need to operate as an agile, collaborative, technology-enabled institution. “We wanted to minimize the time and resources dedicated to administration and give our employees the ability to engage and collaborate more effectively. This naturally led us to the cloud and to G Suite,” says Indika Fernando, Senior Manager IT, Applications and Development, Cargills Bank.

Accelerating workflows

The bank also wanted to use scripts to accelerate and automate workflows that incorporated its productivity applications. “The limitations of our previous platform meant it took us three weeks to complete a simple workflow. We wanted to accelerate this process for simple and complex workflows,” explains Fernando.

A technology review by the Cargills Bank IT team found G Suite could meet all of the company’s business and technical requirements. “Employees could meet using voice and video connections from their desktops, mobile devices, and meeting rooms, and collaborate in real time on documents,” says Fernando.

This was a considerable improvement compared to the previous platform that required each stakeholder to wait until other people provided their input, or people providing input into different copies of the same document, forcing a document author to spend time consolidating all feedback into a final version.

“With G Suite, we can be sure that all stakeholders provide detailed and timely input into the documents we rely on to make critical business decisions,” says Fernando.

Augmenting G Suite

G Suite also supported an initiative by Cargills Bank to provide single sign-on for all business applications, while cost effectively giving workers access to cloud-based spreadsheet, document, slide, information collection, web, and wiki creation tools. Furthermore, Apps Script enables the bank’s developers to perform tasks including building add-ons for G Suite products such as SheetsDocsSlides, and Forms; writing custom functions for Sheets; publishing web apps embedded in Google Sites; and interacting with services such as AdSenseAnalyticsCalendarDriveGmail, and Maps.

Cargills Bank completed migrating its workforce to G Suite a couple of years ago. To help ensure the project was completed on time, within budget, and delivered access to the full range of G Suite tools, the bank engaged Google Partner Finetech Consultancy, which is also headquartered in Colombo.

“The partner oversaw creation of our architecture and undertook training and change management,” says Fernando. “It provided expert consultancy and troubleshooting throughout the three-month deployment and played an integral role in enabling us to launch on schedule.”

The bank has established a Google based social network to create and run internal communities and give its employees the freedom to create communities. “The communities effectively operate as internal social networks that our departments and staff can use to disseminate day-to-day information and announcements,” says Fernando. “For example, leaders of a training and development community use the forum to publish details of upcoming training programs and celebrate people who have completed training exercises.”

Cargills Bank has also established Hangouts Meet as a key communication tool. Employees use voice, video, and chat services to collaborate, with an audit trail that is a requirement in a regulated industry.

Using Apps Script to increase the power of G Suite has delivered a range of benefits to Cargills Bank and enabled the institution to pass on valuable insights to the Sri Lankan Google user community. “Our work with Google has made us a source of expert knowledge that can be accessed by the wider business community” says Fernando.

Workflows increased from 25 to 40

With G Suite and Apps Script, Cargills Bank teams are working more efficiently and the number of streamlined processes has increased from 25 to 40. The bank is using Forms to support simple applications, and a combination of Forms, Apps Script, and HTML code to run complex workflows encompassing validation, documentation, and authorization, and that require sandboxes for code testing and experimentation.

Key workflows supported by Forms and Apps Script include credit card and bank account applications. These workflows automate the process of helping ensure relevant teams review and accept or reject customer applications based on KYC rules. For example, when a customer applies for a new account, a bank employee will scan the request document and supporting information, which is then sent electronically to another team for verification. That team may reject, request more information, or approve the application for escalation to another team for authorization. The authorization team can then approve, reject, or request more information. Each step is automated and associated documentation stored on Drive.

For a credit card application, the Cargills Bank risk department uses a Forms and Apps Script powered workflow to evaluate risk factors such as an applicant’s age, credit history, income, and assets.

Other workflows powered by G Suite manage vehicle reservations, loan origination, customer complaints, incident management, system access requests, lead generation, and e-learning.

“All requests and requirements for vehicles for occasions such as official visits are submitted and authorized through a process supported by Apps Script,” says Fernando. “An approved reservation is sent to the calendar of the person who made the request and pops up in a person’s mobile phone or computer when it is scheduled. This is much simpler than our previous system that required us to send text messages to people to advise them their vehicles were ready.”

E-learning a key process

E-learning is a particularly important activity Cargills Bank has implemented using G Suite. Employees complete learning modules online that help them perform their roles effectively and to pass exams set either by the bank or based on content regulated by the Central Bank of Sri Lanka. Most of the learning material is created in Forms, while Google workflows and dashboards enable managers to track when employees have completed various e-learning modules.

Automation through Google has enabled Cargills Bank to complete backend processes associated with workflows from two days to just two minutes. Uptime is over 99 percent, helping ensure the bank can meet regulatory and internal business requirements.

With workflows powered by G Suite and Apps Script well established within the bank, the institution is continuing to invest in Google Cloud Platform services. A Cloud SQL database manages retail and housing loan information captured and used by Cargills Bank’s loan origination system and workflows. The bank has also started using Google Data Studio to create dashboards that enable it to visualize critical information.

Furthermore, Fernando and his team are exploring the potential of Google machine learning services to help develop chatbots. “Whenever our development team sees a powerful new product from Google, we conduct a deep dive to determine what application it may have for the bank,” Fernando says.

Upgraded G Suite and added new workflows

In January 2019, Cargills Bank elected to upgrade to G Suite Business to take advantage of features such as unlimited storage to archive all its files in digital formats on Drive.

The institution had also used Apps Script to develop complex new workflows across several modules to automate and streamline credit risk scoring, and track and audit hardware movement. In addition, Cargills Bank has developed and deployed new applications using App Maker, available through G Suite Business, and connected them to Cloud SQL to enhance the security of workflow data.

Cargills Bank is now using Google Data Studio, through connectivity to Sheets, to create dashboards for its previously-developed workflow applications.

The institution has also stepped up its collaboration activities through the use of the Jamboard digital whiteboard, available through G Suite. Initially used to exchange ideas between members of the Cargills Bank technology department, the service is due to launch to all users in the coming months.

Reduced friction

Cargills Bank Chief Operating Officer Rohan Muttiah welcomes the role G Suite plays in enabling the business to realize its objectives. “Cloud-based productivity tools such as G Suite reduce friction within our business processes, enabling us to operate more efficiently and effectively in bringing banking to the people of Sri Lanka,” he says.

“Deploying G Suite has given us an agile, dynamic platform to achieve growth based on increased use of fintech and digital technologies,” Fernando says. “Ultimately we want all Sri Lankans to access financial services wherever and whenever they need to and we see G Suite as providing many of the capabilities that enable us to do that.”

Case Study

Customer Voices: How Firms from Across Industries Leverage Google Cloud

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From powering everyday operations and accelerating application innovation, to providing tools for specific business needs and executing on big ideas, to advancing the security of technology solutions, companies from across industries have leveraged Google Cloud for business benefits.

Companies from across industries have turned to Google Cloud for transforming their business, modernizing their infrastructure, and gleaning intelligence from data. For instance:

  • Johnson & Johnson achieved a 41% increase in search results from high-quality job applicants, significantly improving the company’s ability to quickly hire top talent.
  • Sony Network Communications now processes 10 billion monthly queries faster, which advances data analysis.
  • University College Dublin saw significant 6-figure savings by eliminating legacy hardware, software, and maintenance.

And there are many such examples. Read the collection of case studies to find out how companies from across industries and geographies leveraged Google Cloud for measurable business benefits and for solving complex problems.

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