Customising GoSmarter and Advanced Tips

Getting Started with the API

1. API Documentation:

• Access docs at api-docs.gosmarter.ai
• Review authentication, endpoints, request/response formats
• Documentation includes:
  • Available endpoints (URLs for different data types)
  • Request formats (how to query data)
  • Response formats (what you’ll get back)
  • Authentication methods (how to use your API key)
  • Example code (Python, JavaScript, curl, etc.)

Common Integration Use Cases

1. Sync with ERP System:

• Automatically import new purchase orders from ERP into GoSmarter Orders
• Export production completion data from GoSmarter back to ERP for invoicing
• Keep inventory levels synchronized

2. Power BI Dashboards:

• Daily automated pull of scrap data into Power BI
• Create executive dashboards showing scrap trends, production efficiency, etc.
• Combine GoSmarter data with financial data for comprehensive business intelligence

3. Automated Alerts:

• Script checks GoSmarter API for low stock levels every hour
• Sends email or SMS alerts to purchasing team when stock is low
• More responsive than waiting for users to check the system

4. Custom Mobile App:

• Build a simple mobile app for shop floor operators
• Uses GoSmarter API to display today’s production plan
• Allows operators to log scrap completion directly from phones/tablets

Utilising Free Tools

GoSmarter provides several free calculation tools that add value even beyond the core platform:

Emissions Calculator

Quantify the carbon footprint of your steel usage:

1. Navigate to Tools → Emissions Calculator
2. Enter parameters:
   • Material type (different steel grades have different footprints)
   • Quantity (weight in kg/tons or number of pieces with dimensions)
   • Production method (if known - virgin steel vs. recycled content)
3. Click Calculate
4. View estimated CO2 equivalent emissions

Use Cases:

Sustainability Reporting:

• Calculate total emissions from monthly/annual steel use
• Track progress on carbon reduction goals
• Report for ESG (Environmental, Social, Governance) compliance

Supplier Comparison:

• Compare carbon footprint of steel from different suppliers
• Factor environmental impact into purchasing decisions

Customer Communication:

• Provide customers with carbon footprint data for their projects
• Support customers’ own sustainability reporting

Scrap Reduction Benefits:

• Quantify environmental benefit of reducing scrap
• Example: Reducing scrap by 10 tons/year = ~20 tons CO2 saved
• Makes the business case for efficiency investments even stronger

How to Access Free Tools

As a GoSmarter Customer:

• Tools are integrated in the main menu: Utilities section

As a Non-Customer:

• Visit the GoSmarter app
• Access calculators without login
• Results are not saved
• Great for trying GoSmarter before committing

Staying Updated with New Features

GoSmarter is continuously evolving. New features and improvements are released regularly.

How to Stay Informed

You can subscribe to release notes at change.gosmarter.ai/ or check the What’s new section in the application.

Proactive Feature Adoption

Make it a practice to:

1. Monthly review - Spend 15 minutes reading latest release notes
2. Identify relevance - Which new features apply to your operation?
3. Test new features - Try them on non-critical data first
4. Train users - Share relevant updates with your team
5. Provide feedback - Let GoSmarter know what works and what could be better

This ensures you’re continuously getting more value from the platform, not just using the same features year after year.

Advanced Tips & Tricks

Power User Techniques

1. Bulk Operations:

• For repetitive tasks, use bulk edit/update features
• Example: Select multiple inventory items and update their location at once
• Much faster than editing individually

2. Save Filters and Views:

• Bookmark frequently-used filter combinations
• Example: “My urgent orders”, “Low stock items”, “Pending certificates”

3. Data Export/Import:

• Use CSV export/import for bulk data operations
• Example: Export inventory, make bulk changes in Excel, re-import
• Faster than web forms for large datasets
• Be cautious: verify data before import to avoid errors

4. Multi-Tab Workflow:

• Open GoSmarter in multiple browser tabs
• View reference data in one tab while entering new data in another
• Example: Have production plan in one tab, inventory in another, update both in parallel

Admin Efficiency Tips

1. Regular Data Quality Audits:

• Monthly: Run data quality reports (duplicates, missing data, etc.)
• Quarterly: Review and clean up old, inactive records
• Maintain high data quality for better system performance and user experience

2. User Training Schedule:

• New user onboarding: Show them their role-specific features only (avoid overwhelming)
• Quarterly refresher: Share new features, best practices
• Just-in-time training: When a new feature launches, train relevant users immediately

3. Backup and Recovery Plan:

• Understand GoSmarter’s backup procedures (ask support if unclear)
• Know how to request data restoration if needed
• Document your customisations (custom fields, roles, etc.) so they can be recreated if necessary

4. Performance Monitoring:

• Watch for slow performance or errors
• Report issues to support promptly
• Keep track of system usage patterns (e.g., peak times) for planning

5. Change Management:

• When making significant configuration changes, communicate to users beforehand
• Test changes in non-production environment if possible
• Have a rollback plan if a change causes issues

FAQ / Troubleshooting

Common Questions

Q: Can GoSmarter do [specific feature]?

A:

• Check documentation or see the in-app Help guides
• If not found, contact support with your specific use case
• GoSmarter is actively developed; even if a feature doesn’t exist, it might be planned

Q: How do I request a new feature?

A:

• Go to What’s new and navigate to the feedback section
• Describe your need and use case
• GoSmarter works closely with manufacturers; customer input heavily influences roadmap
• You may be contacted for more details or to participate in beta testing

Q: What if my company’s process is slightly different from GoSmarter’s default workflow?

A: Two approaches:

1. Adapt GoSmarter: Use custom fields, tags, and configuration to bend the tool to your process
2. Adapt your process: Sometimes the “GoSmarter way” may actually be a best practice; consider if adjusting your process makes sense

Often a hybrid approach works best. Contact support for guidance specific to your situation.

Q: Can I access GoSmarter from multiple locations/devices?

A: Yes:

• Cloud-based, accessible from anywhere with internet
• Use on desktop, laptop, tablet, mobile
• Login from office, shop floor, home office, etc.
• Data is synchronised in real-time

Q: What if we have multiple plants/locations?

A:

• GoSmarter supports multi-location organisations
• Can separate data by location or consolidate - depends on your preference
• Contact support to configure for your structure

Q: Is multi-language support available?

A:

• This is planned for future releases

Q: How do I measure the ROI of GoSmarter for our organisation?

A: Track:

• Time savings: Hours saved on manual tasks (planning, certificate searching, etc.)
• Material savings: Scrap reduction value
• Error reduction: Fewer mistakes, rework, customer complaints
• Compliance benefits: Faster audits, avoided penalties

Quantify before and after using GoSmarter to calculate ROI. GoSmarter support can help with ROI analysis.

Making GoSmarter Your Own: Summary

Key Takeaways

1. Customisation - Use custom fields and tags to fit GoSmarter to your specific needs
2. Integration - Leverage APIs to connect GoSmarter with your broader IT ecosystem
3. Free Tools - Use Shape Code, Weight, and Emissions calculators for added value
4. Stay Current - Regularly review new features and adopt those that benefit you
5. Power User Practices - Employ advanced techniques to maximise efficiency

By investing time in customisation and learning advanced features, you’ll get far more value from GoSmarter than just using it “as is.”