The goal of this presentation is to illustrate why it is important for water treaters to generate quality reports and maintain access to historical data.

1. Generating quality reports
• Benefits
• Improves technical credibility from the customer’s perspective
• Establishes a formal record about the status of the customer’s treatment program
• Improves customer perception of the water treater’s findings and recommendations
• Defining a quality report
• Statement about the purpose of the report
• Relevant and thorough wet testing
• Professionally-written findings and recommendations
• Attach pictures and historical data when the circumstances require it
• Types
• Service, inspections, surveys, laboratory analyses, customer reviews, etc.
  
  
2. Accessing historical data
• Benefits
• Offers additional insight for troubleshooting or technical tasks
• Creates a tangible metric to measure performance
• Reinforces the need for continuous, quality reporting
  
  
3. Utilizing equipment data
• Benefits
• Improves data resolution and statistical accuracy of historical data
• Provides data history from the equipment’s perspective
• Types

• Many instruments can be used to collect data such as probes, sensors, switches, meters, etc.
• Virtually all controllers collect and store some amount of historical data

Adam Dumler – all topics

During this presentation attendees will learn about the importance of quality reporting and access to historical data from both the strategic and technical perspective.  Many water treaters provide services to their customers that are ultimately documented through reports that are shared with the end customer, however not all reports are created equally.

Some water treaters are of the mindset that reports are simply a routine task which causes them to underappreciate the benefits that come with sharing a thorough, professional-quality report with the end customer.  This presentation reviews the different components that are found in high quality reports regardless of industry or company size.  Attendees will also be shown examples of different types of services that can be documented as well as how they are perceived from the customer’s perspective.

In addition to reporting quality, water treaters in today’s environment encounter competitive and regulatory challenges that they must overcome in order to achieve success.  Many of these challenges related to the consulting aspect of water treatment can be addressed through not only quality reporting but also thorough access to historical data.  By establishing a reporting standard within their own organization, water treaters will improve the quality and usefulness of the historical data created.  This data can be utilized when facing regulatory or competitive challenges.

The value of data is not limited to reporting; many of the feed and control equipment solutions in the market today have the capability to provide historical data from an additional perspective.  The presentation discusses the different types of data that can be collected and how the water treater can utilize this information to better improve the quality of the services they provide.

Through a combination of quality reporting and access to historical data, the water treater can be prepared to fully utilize the consulting aspect of water treatment to achieve success in their respective industries.

Adam Dumler is one of the founding members of H2trOnics, Inc. which has become a part of the AquaPhoenix family through a recent acquisition.  He has nearly two decades of experience working with water treatment companies of all sizes both domestically and internationally to provide the guidance and tools needed to enhance the consulting aspect of water treatment.  Throughout the years he has worked with employees at every level within a water treater’s organization – from business owners to sales reps and even the end customer – in order to gain an understanding of what each role’s expectations are with regards to reporting.  This presentation provides a summary of his knowledge about the importance of both quality reporting and access to historical data.