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Case Study
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Consultants PRN
Facility Inspector Uses Bluebeam to Lose 20 Pounds (of Paper)
Background
Jim Hewlett of Consultants PRN discovered Bluebeam Revu Standard while 37,000 feet above California. The facility inspector was flying home after a trip to Los Angeles, where he had inspected several medical facilities. As usual, Jim's luggage included about 20 pounds of facility checklists, patient chart audit forms, verification/validation forms, architectural drawings, contracts and notebooks. Jim carried these heavy documents onsite not only because he needed reference materials, but also so he could take detailed notes, fill in contracts and forms, and obtain signatures from facility owners. After every inspection, Jim used these pages to compile an inspection report - a multi-page document that took about 10 hours to complete once he returned to his home office, and nearly $40 to ship to the main office. This process was repeated virtually every week.
Solution
When Jim boarded the plane, he had no idea that he was about to discover a way to slim down his luggage. His seatmate was an engineer, who pulled out a tablet PC mid-flight and began marking up PDF copies of shop drawings using Bluebeam Revu Standard. As Jim saw his neighbor using a tablet pen to easily markup and edit PDFs, he instantly realized that Bluebeam could help him implement a paperless workflow. For example, Jim saw that he could:
- Reduce paper usage by referencing and taking notes on electronic inspection documents in PDF.
- Maintain mobility on job sites by using Bluebeam on a tablet PC.
- Cut shipping costs by emailing secure, password-protected PDF copies of inspection documents and reports to the main office.
When Jim returned home, he purchased Bluebeam Revu Standard and a tablet PC. Now, he brings his light-weight tablet PC with him to inspections, and views PDF copies of his inspection documents in Revu. To take notes, Jim uses his tablet pen and writes directly onto the screen. Bluebeam's built-in tablet input panel converts all of his handwritten notes to text. Jim has even saved text boxes with commonly used phrases in the Tool Chest. This speeds up note-taking by eliminating the need to write the same comments over and over again. Additionally, Jim has found that Bluebeam helps him compose inspection reports. He created a report template and converted it to PDF. He then uses the Edit Text feature to make minor changes to documents, such as changing the facility name, inspection date, and more. To give additional context, Jim also adds photographs taken on-site to these PDFs using the Insert Image tool. Finally, Jim saves his final reports in the secure PDF file format to prevent them from being altered. He further protects this confidential information by using PDF security features to require a password to open the PDF.
Result
Jim will never forget that flight home from Los Angeles. Since discovering Bluebeam Revu Standard and its tablet PC compatibility, Jim has dramatically improved his workflow. He literally lightened his work load by eliminating the need to carry several pounds of paper to job sites. He also significantly reduced the amount of time spent on writing up reports, and the money spent on shipping reports to the main office. In just two short months, Jim achieved a complete ROI on both his Bluebeam Revu Standard purchase and his purchase of a tablet PC.
