Explore the company, then look closer at a person, machine or procedure. Every company and person here is fictional. Every figure is example data.
Edgerton / Sample assessment
Fictional sample assessment
automatededge
Edgerton assessment report
Prepared for TrueNorth Mechanical From you
HVAC contractor sample report: where the time goes, and the agents that could give some of it back
TrueNorth's 18 measured office staff spend about 49 hours a week on 11 repeated procedures that mostly move job and customer information between programs. 10 read-only agents could take an estimated 21 to 31 of those hours.
Assessment window10 business daysObserved
Sample scope43 people · 18 measured · 18 machines · 4 teamsSites: Main officeObserved
Prepared byAutomated Edge
Not measured: The 25 field technicians work from tablets and from their trucks. Those devices were not measured, so this report covers the 18 people who work on office computers.
49 h/wkspent on 11 repeated procedures todayObserved
21 to 31 h/wk10 agents could take, by reading and preparingEstimate
1,395/wktimes information is copied by hand between programsObserved
automatededge
Edgerton / Assessment
The current picture
Where things stand now.
Nobody here is doing a bad job. The programs do not talk to each other, so people carry the information between them.
F1Observed
People are the connection between the programs.
Job and customer information is copied by hand from one program to another 1,395 times a week.
Copy-and-paste events between programs, counted across 18 computers: how many, and from which program to which.Explore the record ↗
F2Observed
The dispatch desk rarely gets a quiet stretch.
A typical uninterrupted stretch for CSRs and dispatch is 5 minutes. Across the office, people change windows about 127 times a day.
The repeated procedures in the catalogue add up to about 49 hours a week of office time.
Runs per week multiplied by the typical minutes per run, for each procedure.Explore the record ↗
F4Observed
Invoices are retyped from job notes.
Office & Billing turns 60 finished jobs a week into invoices by reading the technician's notes and typing them into QuickBooks Online: about 7.0 hours a week.
The same procedure seen on 3 computers, 300 hand copies a week.Explore the record ↗
F5Observed
The dispatch board is rebuilt every morning.
Each morning the day's jobs are copied from the field service platform into a spreadsheet board: about 45 minutes and 20 hand copies a day.
The office sends 45 membership renewal reminders a week from a spreadsheet, and 1 in 6 goes to a customer who had already renewed with a technician on site.
Renewal emails matched with memberships marked renewed in the field service platform the same week.Explore the record ↗
F7Observed
Large quotes are approved from the inbox.
Three managers approve about 15 quotes a week over the $7,500 threshold, by email, most of them after 3pm.
Approval requests and replies by time of day, on three computers.Explore the record ↗
F8ObservedFrom you
A few programs nobody signed off on.
4 programs in use are not on the company's official list, including a free PDF editor on three computers. One computer still runs Windows 10.
Programs seen in use, compared with the list the company gave us; operating system per computer.Explore the record ↗
Share of active time.
Observed
Field service platform
29%
Email and messaging
22%
Spreadsheets and documents
21%
Phones
10%
QuickBooks Online
9%
Supplier and permit sites
7%
Websites
2%
Share of active time across all 18 computers.
Where information is copied by hand.
Observed
1,395 copies a week. Most flows start or end in the field service platform. The largest are job notes retyped into QuickBooks Online (300 a week) and caller details carried from the phone system into the field service platform (290 a week).
Field service platform → QuickBooks Online300 / wk
Phone system → Field service platform290 / wk
Field service platform → Excel222 / wk
Field service platform → Word96 / wk
Supplier portals → Word96 / wk
Field service platform → Permit sites96 / wk
Excel → Outlook90 / wk
QuickBooks Online → Outlook80 / wk
Excel → Supplier portals70 / wk
Outlook → Field service platform55 / wk
1,300 inside named procedures; 95 outside them.
automatededge
Edgerton / Assessment
Who does the work
Teams. Different rhythms.
Shown by team and by person. Person records describe the work, not the person: the aim is to fix procedures, not to score people.
The strips show relative activity by hour, not contracted hours. 0 to 1, where 1 is that team's busiest hour. Observed
CSRs & Dispatch
6 people · 6 machines Observed
Answering calls, booking jobs and running the dispatch board. Busiest from the first call; the board is rebuilt before the phones pick up.
7am5pm
Office & Billing
5 people · 5 machines Observed
Invoices, collections, memberships, permits and parts. A steady office day; invoicing picks up once yesterday's jobs are closed out.
7am5pm
Estimators
4 people · 4 machines Observed
Site visits and quotes. Out on site visits in the middle of the day; quotes are written early and late.
7am5pm
Managers
3 people · 3 machines Observed
Running the business, approvals and the numbers. Spread across the day, with approvals picking up after 3pm.
7am5pm
automatededge
Edgerton / Assessment
Your procedures
Name the repeated work.
These are the recurring jobs counted in the assessment. Shared procedures are counted once; each person's share appears inside the record.
11 procedures · 48.9 hours a week · 196 hours a month Observed
S01 · CSRs & DispatchBooking a service call onto the dispatch board120 runs / wk · 8 h / wk ⌄
120 / week480 / month
4 min / run8 h / week · 32 h / month
2 copies / run240 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findTake the call and note the caller's numberPhone system
findLook up the customer, their equipment and past jobsField service platform
enterBook the job on the dispatch boardField service platform
Systems touched
Field service platform · Phone system
Who does it
27 of 120 runs / wk
27 of 120 runs / wk
27 of 120 runs / wk
27 of 120 runs / wk
6 of 120 runs / wk
6 of 120 runs / wk
Where it breaks
The customer is looked up after the call starts, so the caller waits while the history loads.
Callers who are not yet in the field service platform are typed in from scratch.
Proposed agent
Call Prep · Matches each incoming or missed call to the customer, their equipment and any open job.
Stays with people: Talking to the customer, booking the job and returning the call.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findExport revenue, jobs, memberships and return visitsField service platform
prepareMerge them into the owner's spreadsheetExcel
sendEmail the report to the ownerOutlook
Systems touched
Excel · Field service platform · Outlook
Who does it
1 of 1 runs / wk
Where it breaks
Built from four exports every Monday morning.
Follow-up questions through the week are answered with more exports.
Proposed agent
Monday Numbers · Builds the Monday report from the field service platform instead of four exports.
Stays with people: Checking it and sending it.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
automatededge
Edgerton / Assessment
The proposed agents
One agent per job.
An agent is suggested for a procedure when it repeats every week, part of it is finding and gathering information, and that information lives in a system we can connect. The agent does the finding and preparing. A person still makes the decision and makes any change. Procedures done by the same people from the same systems share one agent.
A1
CSRs & Dispatch · proposed read-only agent
Call Prep
Matches each incoming or missed call to the customer, their equipment and any open job.
Reads
Phone systemBuilt with you
Field service platformBuilt with you
Produces in Switchboard
A caller card for each call, with past jobs, equipment and open slots for the right trade, and a callback list with anyone already called back taken off.
Stays with people
Talking to the customer, booking the job and returning the call.
One connection does most of the work: every agent needs the field service platform.
System
What it holds
Connection status
Needed by
Microsoft 365
Email, Excel, Word, Teams, files
Standard connectionA connection we already support.
3 agents
Field service platform
Customers, equipment, jobs, the dispatch board, job notes and photos, the price book, memberships
Built with youNot a standard connection today. Scoped and built as a new integration, using the vendor's supported access.
10 agents
Phone system
Calls, missed calls and voicemails
Built with youNot a standard connection today. Depends on the phone system's supported access.
1 agents
Supplier portals
Parts prices and stock
Built with youNot a standard connection today. Scoped supplier by supplier, subject to each site's terms.
2 agents
Permit sites
Permit applications and their status
Built with youNot a standard connection today. Scoped site by site; some city and county sites may need checking first.
1 agents
QuickBooks Online
Invoices, payments, the books
Exploring nextNot available as a standard connection today. Timing confirmed in the proposal.
1 agents
What each agent would need to read. Access, licensing and permissions are confirmed in the proposal.
26 programs in use ·22 on the official list ·4 not on the list ObservedFrom you
How the system learns the business.
An agent is only useful if it knows how TrueNorth works. The assessment is where that starts.
1 / Connect
Connect
We connect the systems the agents need to read, with the access you agree.
Microsoft 365
The field service platform, through the vendor's supported access
The phone system
The supplier portals the office orders from
The permit sites you file with most
QuickBooks Online, when available
2 / Create the skills and context
Create the skills and context
We write down how each procedure is done and the business facts an agent needs, then check them with the people who do the work.
One skill for each of the 11 procedures in the catalogue
Context: service areas, trades, membership plans, the price book and preferred suppliers
The permit steps for each city and county, written down so they no longer sit with one person
3 / Train
Train
We show each team its agents in Switchboard and how to make new ones by asking. We adjust the skills as people use them.
A session per team: CSRs & Dispatch, Office & Billing, Estimators, Managers
Dispatch sessions fitted around the morning rush
Agents run on EdgeKeeper, the dedicated server we manage
automatededge
Edgerton / Assessment
Estimates / the business case
Time back, with the method visible.
Estimated time is capacity your team gets back, not guaranteed cash savings.
Today Observed48.9 h / wk
Agents could take Estimate21–31 h / wk
Across 48 working weeks Estimate1,030–1,480 h / year
Agent
Today h/wk
Could take h/wk
Year hours
Call Prep
11.3
4.4–6.7
210–320
Board Builder
3.8
2.2–3
110–140
Invoice Drafts
7
2.1–3.5
100–170
Quote Prep
8.8
5.3–7
250–340
Renewal List
3.8
2.2–3
110–140
Permit Prep
3.6
1.1–1.8
50–90
Parts Order Prep
4.7
1.4–2.3
70–110
Collections List
3.3
2–2.7
100–130
Quote Approvals Queue
1.8
Not sized
Not sized
Monday Numbers
0.9
0.5–0.7
30–40
Total
48.9
21–31
1,030–1,480
Estimate Value of time, not cash savings or ROI
Current procedure time: $106,000 / year
Proposed agent time back: $46,000–$67,000 / year
All figures above use $45 an hour, a placeholder loaded hourly cost. Change it to your own rate. The proposal sets this against build and operating cost.
Where the estimated time sits.
Estimate
Team ranges below sum the rounded ranges on each person’s card; small differences from the company range are rounding.
CSRs & Dispatch
6.7–9.6 h / wk
Office & Billing
8.5–12.7 h / wk
Estimators
5.6–7.6 h / wk
Managers
0.6–0.7 h / wk
The method
For each procedure, multiply the runs a week by the typical minutes a run. That gives hours a week today.
Classify each procedure by its last step. Read and report: the result is an update or reply a person sends. Read, then enter: the result is typed into a system. Decide: the result is an approval.
Assume an agent takes 60% to 80% of a read-and-report procedure and 30% to 50% of a read-then-enter procedure. Decide procedures get no hours. The rest stays with a person: checking, deciding, entering and sending.
Multiply by 48 working weeks for a year, and by $45 an hour for a value. Both are placeholders you can change.
Not counted
Quote Approvals Queue: the gain is timing, not time.
95 hand copies a week that happen outside the named procedures.
Time lost to constant window changes. It is real, but an agent does not fix it directly.
The entering and sending that stays with people: about 18 to 28 hours a week. Removing it means a build that writes to your systems, scoped with you and a business case.
Any cost. This is the value of time, not a return on investment. The proposal sets it against the cost to build and run.
automatededge
Edgerton / Assessment
What happens next
Check the work together.
1 / NEXT
Walk through this report together
We check the procedures and the numbers with the people who do the work.
2 / NEXT
Proposal
Connections, agents, price and date, with the estimated time set against the cost.
3 / NEXT
Decide
Go ahead, start smaller, or stop here. The report is yours to keep either way.
How we measured
10 business days across 18 computers. Workflow: programs, window titles, active time and screen context. No audio. Staff told in writing before anything ran.
Not measured: The 25 field technicians work from tablets and from their trucks. Those devices were not measured, so this report covers the 18 people who work on office computers.
The measurement data is TrueNorth's. It is deleted five business days after this report is delivered.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Individual work patterns
People behind the process.
Choose a person to see their work, related machines and procedures, and the basis for any time estimate.
18 of 18 people
Person record From you
Renee Castillo
Dispatch Lead · CSRs & Dispatch · Main office
Active / day Observed7.3 h
Window changes / day Observed134
Quiet stretch Observed6 min
Usual hours Observed
6:45am to 5pm
After-hours activity Observed
4%
Meetings / week Observed
1 h
Procedure time / week Observed
2.6 h
Programs / active time Observed
Field service platform
33%
Phone system
26%
Excel
9%
Outlook
13%
Teams
9%
Chrome (maps)
10%
Procedures / this person’s runs Observed
6 of 120 runs / wk
3 of 5 runs / wk
Machines Observed
Agents that could help Estimate
Call Prep · Matches each incoming or missed call to the customer, their equipment and any open job.
Board Builder · Lays out today's board from the field service platform, by technician and first call.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Machine context
A closer look at each machine.
Choose a machine to see its assigned person, activity, applications and health context.
18 of 18 machines
Machine record Observed
TNM-DSP-01
Desktop · Windows 11 Pro · Main office
Active / day Observed7.3 h
Idle share Observed14%
After-hours share Observed4%
Used by From you
Usual hours Observed
6:45am to 5pm
Programs in use Observed
11
Health score Observed
100
Top programs Observed
Field service platform · Phone system · Outlook
Programs outside official list ObservedFrom you
A personal texting app
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
1 program not on TrueNorth's official list: A personal texting app.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Complete record appendix
People and machines.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result. All supplied records appear here, independent of the selected view or search.
People
Person record / Appendix From you
Renee Castillo
Dispatch Lead · CSRs & Dispatch · Main office
Active / day Observed7.3 h
Window changes / day Observed134
Quiet stretch Observed6 min
Usual hours Observed
6:45am to 5pm
After-hours activity Observed
4%
Meetings / week Observed
1 h
Procedure time / week Observed
2.6 h
Programs / active time Observed
Field service platform
33%
Phone system
26%
Excel
9%
Outlook
13%
Teams
9%
Chrome (maps)
10%
Procedures / this person’s runs Observed
6 of 120 runs / wk
3 of 5 runs / wk
Machines Observed
Agents that could help Estimate
Call Prep · Matches each incoming or missed call to the customer, their equipment and any open job.
Board Builder · Lays out today's board from the field service platform, by technician and first call.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Machines
Machine record / Appendix Observed
TNM-DSP-01
Desktop · Windows 11 Pro · Main office
Active / day Observed7.3 h
Idle share Observed14%
After-hours share Observed4%
Used by From you
Usual hours Observed
6:45am to 5pm
Programs in use Observed
11
Health score Observed
100
Top programs Observed
Field service platform · Phone system · Outlook
Programs outside official list ObservedFrom you
A personal texting app
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
1 program not on TrueNorth's official list: A personal texting app.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
TNM-DSP-02
Desktop · Windows 11 Pro · Main office
Active / day Observed8.1 h
Idle share Observed14%
After-hours share Observed2%
Used by From you
Usual hours Observed
6:45am to 4pm
Programs in use Observed
11
Health score Observed
89
Top programs Observed
Field service platform · Phone system · Excel
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups warnservices good
Risks / review needed Review needed
No recent backup seen during the window; the dispatch spreadsheet is saved on this computer.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
TNM-DSP-03
Desktop · Windows 11 Pro · Main office
Active / day Observed7.3 h
Idle share Observed14%
After-hours share Observed4%
Used by From you
Usual hours Observed
7am to 4pm
Programs in use Observed
11
Health score Observed
96
Top programs Observed
Field service platform · Phone system · Excel
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
TNM-DSP-04
Desktop · Windows 11 Pro · Main office
Active / day Observed7.2 h
Idle share Observed14%
After-hours share Observed4%
Used by From you
Usual hours Observed
7am to 4pm
Programs in use Observed
11
Health score Observed
99
Top programs Observed
Field service platform · Phone system · Excel
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
TNM-DSP-05
Desktop · Windows 11 Pro · Main office
Active / day Observed7.6 h
Idle share Observed14%
After-hours share Observed2%
Used by From you
Usual hours Observed
6:45am to 5pm
Programs in use Observed
11
Health score Observed
Unknown
Top programs Observed
Field service platform · Phone system · Excel
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk unknownperformance unknownpatches unknownbackups unknownservices unknown
The health check was not switched on for this computer.
Risks / review needed Review needed
No specific risk recorded.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
TNM-DSP-06
Desktop · Windows 11 Pro · Main office
Active / day Observed7.7 h
Idle share Observed14%
After-hours share Observed1%
Used by From you
Usual hours Observed
6:45am to 4pm
Programs in use Observed
11
Health score Observed
100
Top programs Observed
Field service platform · Phone system · Outlook
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
TNM-OFF-01
Desktop · Windows 11 Pro · Main office
Active / day Observed7.1 h
Idle share Observed14%
After-hours share Observed2%
Used by From you
Usual hours Observed
8am to 4:30pm
Programs in use Observed
11
Health score Observed
98
Top programs Observed
Field service platform · QuickBooks Online · Outlook
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
TNM-OFF-02
Desktop · Windows 11 Pro · Main office
Active / day Observed7.3 h
Idle share Observed14%
After-hours share Observed3%
Used by From you
Usual hours Observed
7:30am to 5pm
Programs in use Observed
11
Health score Observed
87
Top programs Observed
QuickBooks Online · Field service platform · Outlook
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk warnperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
Less than 15% disk space left; job photos are downloaded locally for invoicing.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
TNM-OFF-03
Desktop · Windows 11 Pro · Main office
Active / day Observed7 h
Idle share Observed14%
After-hours share Observed2%
Used by From you
Usual hours Observed
7:30am to 5pm
Programs in use Observed
11
Health score Observed
99
Top programs Observed
QuickBooks Online · Field service platform · Outlook
Programs outside official list ObservedFrom you
A free PDF editor
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
1 program not on TrueNorth's official list: A free PDF editor.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
TNM-OFF-04
Desktop · Windows 11 Pro · Main office
Active / day Observed7.8 h
Idle share Observed14%
After-hours share Observed2%
Used by From you
Usual hours Observed
8am to 4:30pm
Programs in use Observed
11
Health score Observed
97
Top programs Observed
Field service platform · QuickBooks Online · Outlook
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
TNM-OFF-05
Desktop · Windows 11 Pro · Main office
Active / day Observed7 h
Idle share Observed14%
After-hours share Observed1%
Used by From you
Usual hours Observed
7:30am to 5pm
Programs in use Observed
11
Health score Observed
100
Top programs Observed
QuickBooks Online · Field service platform · Outlook
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
TNM-EST-01
Desktop · Windows 11 Pro · Main office
Active / day Observed6.2 h
Idle share Observed14%
After-hours share Observed10%
Used by From you
Usual hours Observed
7:30am to 6pm
Programs in use Observed
11
Health score Observed
98
Top programs Observed
Field service platform · Word · Excel
Programs outside official list ObservedFrom you
A free PDF editor
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
1 program not on TrueNorth's official list: A free PDF editor.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
TNM-EST-02
Desktop · Windows 11 Pro · Main office
Active / day Observed5.8 h
Idle share Observed14%
After-hours share Observed14%
Used by From you
Usual hours Observed
7:30am to 6pm
Programs in use Observed
11
Health score Observed
96
Top programs Observed
Field service platform · Word · Outlook
Programs outside official list ObservedFrom you
A free PDF editor
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
1 program not on TrueNorth's official list: A free PDF editor.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
TNM-EST-03
Desktop · Windows 10 Pro · Main office
Active / day Observed6 h
Idle share Observed14%
After-hours share Observed7%
Used by From you
Usual hours Observed
7:30am to 5:30pm
Programs in use Observed
11
Health score Observed
75
Top programs Observed
Field service platform · Word · Outlook
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches criticalbackups goodservices good
Risks / review needed Review needed
Runs Windows 10. Standard support ended in October 2025; check whether it is covered by extended security updates, or plan the upgrade.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
TNM-EST-04
Desktop · Windows 11 Pro · Main office
Active / day Observed6.1 h
Idle share Observed14%
After-hours share Observed6%
Used by From you
Usual hours Observed
7:30am to 5:30pm
Programs in use Observed
11
Health score Observed
97
Top programs Observed
Field service platform · Word · Outlook
Programs outside official list ObservedFrom you
A browser extension for screenshots
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
1 program not on TrueNorth's official list: A browser extension for screenshots.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
TNM-MGR-01
Desktop · Windows 11 Pro · Main office
Active / day Observed7.4 h
Idle share Observed14%
After-hours share Observed8%
Used by From you
Usual hours Observed
7am to 5:30pm
Programs in use Observed
11
Health score Observed
91
Top programs Observed
Field service platform · Excel · Outlook
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches warnbackups goodservices good
Risks / review needed Review needed
Security updates waiting more than 30 days.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
TNM-MGR-02
Desktop · Windows 11 Pro · Main office
Active / day Observed7.3 h
Idle share Observed14%
After-hours share Observed9%
Used by From you
Usual hours Observed
7:30am to 5pm
Programs in use Observed
11
Health score Observed
98
Top programs Observed
Field service platform · Outlook · Excel
Programs outside official list ObservedFrom you
A personal file-sync app
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
1 program not on TrueNorth's official list: A personal file-sync app.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
TNM-MGR-03
Desktop · Windows 11 Pro · Main office
Active / day Observed6.9 h
Idle share Observed14%
After-hours share Observed10%
Used by From you
Usual hours Observed
7am to 5pm
Programs in use Observed
11
Health score Observed
96
Top programs Observed
Field service platform · Outlook · Excel
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. TrueNorth Mechanical is a fictional company and every figure here is example data, not a client result.
Your business. Your evidence.
Find out where your team's time goes.
Edgerton measures the work you agree to assess. You keep the findings and decide what to build. A proposal compares the estimated benefit with the actual build and operating costs.