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Electric Pallet Truck Alligator and ChatBot introduction: Difference between pages

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{{ContentNav|homelink=Documentation System|hometext=3|pagePrevious=IT documentation{{!}}IT documentation|pageNext=Impulse response{{!}}Mathematical formula}}A '''pallet truck''' is an industrial truck with or without electric drive. It can be used to transport transport pallets, lattice boxes and corresponding conveying aids on level surfaces. Another colloquially used name is> '''ant'''.
<bs:uenoexport>{{ContentNav|homelink=Knowledge Base|hometext=1|pagePrevious=Onboarding{{!}}Checklist (Form)|pageNext=Travel reimbursement{{!}}Policy}}</bs:uenoexport>
<div class="databox">
<div class="tbl">
{|
|-
!Author:
|Robert Dirigl
|-
!Reports to:
|Marketing Team
|-
!Report date:
|04/10/23
|}
</div>
<div class="tbl">
{|
|-
!Project:
|ChatBot
|-
!Reporting period / milestone:
|Q1-2023
|-
!Report status:
|'''finished'''
|}
</div>
</div>
==Executive summary==
The introduction of a chat bot as marketing/sales support was decided by management in 2022. The evaluation of various possible uses and different ChatBot services has progressed so far that a decision can be made. The following information provides an overview of the findings from the evaluation phase.


==Description==
==Details==
[[File:pallet-1227097 960 720.jpg|alt=pallet truck photo|thumb|206x206px|Electirc pallet truck "Ant"]]<span style="color: rgb(51, 51, 51)">A pallet truck has two metal tines (fork) that can be pushed under the pallet. In front of the tines there are small, downwardly extendable load rollers, on the other side there are one or two steerable rollers. With the load and castors, the lifting tines can be adjusted parallel to the ground in height with a hydraulic lifting cylinder and a linkage. This way, the pallet can be raised for shipping. The handle is used for moving and steering, and in non-powered devices as a lever for a hydraulic pump, which feeds the lifting cylinder. On the handle or near the steering axle is the operating option for the hydraulic valve (lifting / driving / lowering). Electric pallet trucks follow the operator by means of further switching handles.</span>
Major tasks that have been completed:


==Safety regulations==
{| class="wikitable" style="width:100%;"
[[File:ISO_7010_W014.png|thumb|180x180px|ISO7010 W014 Symbol|alt=ISO7010 W014 Symbol]]
!Business area
!Topic
!Highlights
!Unexpected project risks
!Lessons learned
|-
|Marketing
|Marketing/sales decided as the first user of the ChatBot technology
|
*Determination of the tasks of the ChatBot
*Ad Campaign: Planning complete
*Designs for ChatBot CI: Drafts are available
|
*Cost per use varies greatly depending on the bot
*Inclusion in website: time depends on website provider
|
*Good time to enter the AI world
*Risks rather minimal as costs can be planned incrementally
|-
|IT
|Evaluation of the different providers
|
*Shortlisted (xyAI, ChatSale, WinChat)
|
*Inclusion in CRM and ERM unclear
*Absence of admin staff in Q2
|
*In general, implementation within 3 months is conceivable
|-
|Support
|Processing and evaluation of chat contacts
|
*3 support staff will be trained accordingly
|
*no
|
*High motivation in the support team
*Support team needs a way to "train" the bots
|}
==Business review==
Assess the impact of the key findings for the reporting period.
{| class="wikitable" style="width:100%;"
!Metric
!Target
!Previous
period
!Current<span /><span /><span /><br />period
!Change
!New target
|-
|Number of ChatBot requests per month
|4000
| -
|<nowiki>-</nowiki>
| + 3000
|7000
|-
|Costs (up to 50000 requests/month)
| -
| -
|<nowiki>-</nowiki>
| -
|€400/month
|-
|Expected lead generation
|150
|<nowiki>-</nowiki>
|<nowiki>-</nowiki>
|<nowiki>-</nowiki>
|400
|}


* In Germany, an annual UVV test (according to the guidelines of the employers' liability insurance association) is mandatory for an electric pallet truck.
==Measures==
* A certificate of competence (driving license) for driving electric pallet trucks is not required if the pallet truck is controlled by a traveling driver, also called a pedestrian. In this case, according to the German Employers' Liability Insurance Ordinance § 7 (2) BGV D27, instruction of the driver in the handling of the lift truck is sufficient. The assignment of the driver does not have to be in writing in this case.<ref><span class="reference-text">[https://publikationen.dguv.de/dguv/pdf/10002/vorschrift68.pdf Unfallverhütungsvorschrift Flurförderzeuge in der Fassung vom 1. Januar 1997]</span></ref>
Based on the performance of the reporting period, the following actions are implemented for the above metrics.


[[File:Betriebsanweisung Batteriewechsel.pdf|thumb|255x255px|Operating Instructions battery change|alt=Operating Instructions battery change]]
===Number of ChatBot requests per month===
{| class="wikitable" style="width:100%;"
! style="width:200px;" |'''Responsible'''
!'''Measures'''
|-
| style="width:200px;" |Sibylle
|
#Announcement of the ChatBot across all marketing channels
#In the initial quarter: Daily analysis of the chats conducted
|-
| style="width:200px;" |Alex
|
#Guarantee 100% availability of the bot during the first week (emergency team is ready)
|}


==Instruction==
===Costs (up to 5000 requests/month)===
{| class="wikitable" style="width:100%;"
! style="width:200px;" |'''Responsible'''
!'''Measures'''
|-
| style="width:200px;" |Angie
|
#Daily monitoring of user numbers. Informing marketing management when costs are exceeded.
|}


* Instructions must always be given when a '''new employee comes to a work area''' and they are, therefore, also mandatory for apprentices, trainees, temporary staff or leasing staff. The instruction should alert the employee to possible hazards, communicate the correct handling of the equipment and the loads to be transported and teach him necessary precautions for his own safety and the safety of others.  The instructions may be delegated by the employer, usually to the company supervisor. The supervisor can observe the emplopyee after instructions have been given and intervene if necessary.  Traffic routes, signage, charging stations or other relevant business units must be taught as part of the operational training.  Each instruction must be documented in writing and signed by the instructed person.
===Expected lead generation===
{| class="wikitable" style="width:100%;"
! style="width:200px;" |'''Responsible'''
!'''Measures'''
|-
| style="width:200px;" |Thea, Malik
|
#Evaluation of the chat questions that were asked and a graphical report to the marketing management
#Ensuring timely processing of all follow-up inquiries
|}


==Operating instructions==
==Accompanying Documents==
<attachments>
External studies and surveys:
*[[Media:Betriebsanweisung Batteriewechsel.pdf|In German only: BA Wechseln und Anschließen von Batterien von Staplern]]
</attachments>


==References==
*[https://eos-solutions.com/chatbot-survey-2021.html EOS Chatbot Studie 2021]
<references />
*[https://www.simplr.ai/blog/22-chatbot-statistics-for-2022 Chatbot statistics (simplr.ai)]
*[https://www.businesswire.com/news/home/20230201005218/en/New-Survey-Finds-Chatbots-Are-Still-Falling-Short-of-Consumer-Expectations Customer satisfaction survey (businesswire)]


[[Category:Occupational Safety]]
[[Category:Operating Instructions]]
[[Category:Vehicle]]
[[de:Elektro-Hubwagen_Alligator]]
[[nl:Elektrische_pallettruck_Alligator]]


 
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[[Category:Status report]]

Latest revision as of 15:03, 9 February 2024

Author: Robert Dirigl
Reports to: Marketing Team
Report date: 04/10/23
Project: ChatBot
Reporting period / milestone: Q1-2023
Report status: finished

Executive summary

The introduction of a chat bot as marketing/sales support was decided by management in 2022. The evaluation of various possible uses and different ChatBot services has progressed so far that a decision can be made. The following information provides an overview of the findings from the evaluation phase.

Details

Major tasks that have been completed:

Business area Topic Highlights Unexpected project risks Lessons learned
Marketing Marketing/sales decided as the first user of the ChatBot technology
  • Determination of the tasks of the ChatBot
  • Ad Campaign: Planning complete
  • Designs for ChatBot CI: Drafts are available
  • Cost per use varies greatly depending on the bot
  • Inclusion in website: time depends on website provider
  • Good time to enter the AI world
  • Risks rather minimal as costs can be planned incrementally
IT Evaluation of the different providers
  • Shortlisted (xyAI, ChatSale, WinChat)
  • Inclusion in CRM and ERM unclear
  • Absence of admin staff in Q2
  • In general, implementation within 3 months is conceivable
Support Processing and evaluation of chat contacts
  • 3 support staff will be trained accordingly
  • no
  • High motivation in the support team
  • Support team needs a way to "train" the bots

Business review

Assess the impact of the key findings for the reporting period.

Metric Target Previous

period

Current
period
Change New target
Number of ChatBot requests per month 4000 - - + 3000 7000
Costs (up to 50000 requests/month) - - - - €400/month
Expected lead generation 150 - - - 400

Measures

Based on the performance of the reporting period, the following actions are implemented for the above metrics.

Number of ChatBot requests per month

Responsible Measures
Sibylle
  1. Announcement of the ChatBot across all marketing channels
  2. In the initial quarter: Daily analysis of the chats conducted
Alex
  1. Guarantee 100% availability of the bot during the first week (emergency team is ready)

Costs (up to 5000 requests/month)

Responsible Measures
Angie
  1. Daily monitoring of user numbers. Informing marketing management when costs are exceeded.

Expected lead generation

Responsible Measures
Thea, Malik
  1. Evaluation of the chat questions that were asked and a graphical report to the marketing management
  2. Ensuring timely processing of all follow-up inquiries

Accompanying Documents

External studies and surveys:


Discussions