Gardiner Case Study - Vision Exchange 2025

How Workflow Automation Transformed Refrigerant Reporting at Gardiner

Managing refrigerant compliance can be a complex and time-consuming process for service organizations. Accurate reporting requires consistent documentation, technician participation, and efficient workflows that ensure critical information is captured every time. Without the right systems in place, compliance initiatives can place a significant administrative burden on both field and office teams.

In this discussion, Tyler Winfield of Gardiner and Carley Derrick of XOi share how workflow automation helped modernize Gardiner's refrigerant reporting process, creating measurable improvements in efficiency, adoption, and compliance performance.

By implementing standardized workflows and automating key aspects of the reporting process, Gardiner was able to simplify documentation requirements for technicians while providing leadership with better visibility into compliance activities across the organization.

Results Achieved Through Workflow Automation

• 213% Increase in Workflow Adoption: Significantly improved technician participation and process consistency.
• 66+ Hours Reclaimed Annually: Reduced administrative effort through streamlined reporting workflows.
• Improved Compliance Management: Standardized documentation processes to support regulatory requirements.
• Greater Operational Visibility: Access cleaner, more consistent refrigerant reporting data.
• Scalable Processes: Create workflows that support long-term growth without increasing administrative complexity.

Building a Data-Driven Compliance Strategy

Workflow automation helps organizations move beyond manual processes and create a more reliable foundation for compliance reporting. By reducing friction for technicians and ensuring information is captured consistently, teams can improve both data quality and operational efficiency.

For Gardiner, the combination of automation, standardized workflows, and improved visibility has helped create a scalable approach to refrigerant management that supports both regulatory compliance and business growth.

Watch the full discussion to learn how Gardiner leveraged XOi workflow automation to improve technician adoption, reduce administrative workload, and establish a new standard for refrigerant reporting across field operations.

Speakers

• Host: Carley Derrick, Senior Customer Success Manager, XOi
• Guest: Tyler Winfield, Director of Service Operations, Gardiner