AUTHOR ARCHIVES: Kris Oldland

As we continue our serialisation of The Service Manager Handbook (2015 edition) published by Advanced Field Service we look at mobile working and reporting...

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Operating in a fast-moving environment doesn’t allow time for your engineers to wait until they’re back at the office to give you an update on their status. Having the ability to report onsite directly from their mobile device is invaluable.

With time-sheets, inspection sheets, job cards, expenses and invoices being completed on the spot, accurate data is fed back to the call-handling centre and engineers can move swiftly on to the next job. Live capture of information means that back-office systems have a constant stream of up-to-date information – reflecting the business as it stands today, not how it was days or even weeks ago.

Mobile software that works seamlessly hand-in-hand with your back-end service management software will give you the added benefit of instantly analysing the performance and productivity of your workers and can react immediately to any potential issues. You no longer have to be office-based to run your reports: this can be done at the touch of a button, whatever your location.

Sharing information with your customers

Mobile technology also enables you to share with your clients up-to-date information on your performance, with the latest stats and reports, demonstrating the value of your service.

If your service management system can provide this information in dashboard format, as opposed to spreadsheets, customers have the added reassurance of knowing that the data cannot have been manipulated at any point. This is a great selling point when tendering for new business or to extend a contract.

How are businesses like yours adopting mobile?

There is clear evidence of the wide scale take-up of mobile technology.

According to a recent Field Service News research project, commissioned by Advanced Field Service, far from encountering user resistance, it is a trend that is welcomed by engineers out in the field, as a way to make their workflow easier, enhance productivity and increase first-time fix.

Key findings of the survey include:

• 46% of field service companies are now using a mix of different digital devices – many are now in their second, third or even fourth generation of digital device for their field engineers
• 100% of companies still using pen and paper feel at a commercial disadvantage
• 57% of field engineers state that their digital device makes their workflow easier
• 81% of field engineers are happy to be using digital devices as part of their daily tools

Making mobile work for you

 The benefits of adopting an integrated mobile and service management solution are obvious. So, why then, do some mobile initiatives fail to become an integral part of the business? There are four common pitfalls that can impede the smooth transition to mobile:

Lack of integration

Poor integration between the field and back-office systems can make the mobile solution inherently unstable and lead to a disparity between the situation out-in-the-field, on stock, engineers’ timesheets and resource utilisation, and your back-office systems for scheduling, billing and reporting.

User resistance

Sometimes the biggest barrier to a successful roll-out of mobile technology is a psychological one. However, as research shows, engineers can be some of the most positive adopters of mobile.

Unnecessary complexity

Organisations embarking on mobile initiatives can attempt too much too soon.

Lack of synchronization

Whether working in a remote part of the country or stuck onsite in a basement, there are bound to be times when your engineers have poor connection or no signal at all. If the facility isn’t available to work offline, engineers operating in less-than-ideal conditions will be forever catching up, entering data later in the day.

So how can you overcome these barriers and what can you do to improve your chances of successful mobile adoption across your entire organisation?

Choose a system with mobile technology at its core

Avoid field service management systems where mobile functionality has been bolted on at a later stage. A seamless flow of information from the field to the back-office is essential.

Encourage user adoption

Engage your engineers at an early stage of the mobile implementation process through team meetings and later through formal training. In the Field Service News research, of those companies that did involve their field workers in the selection process the overwhelming majority (93%) felt that doing so had aided adoption of their chosen solution.

Keep it simple

Don’t try to introduce too much functionality too quickly. A gradual phased approach can in the long run be more effective than a ‘big bang’ implementation.

Connectivity is key

To be fully effective, your engineers need to be able to use the mobile solution offline as well as online. It must offer the ability to store information such as photographs, worksheets and customers’ signatures that are entered onsite, and then automatically transmit this information back to the call-handling centre once coverage is regained.

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This excellent infographic published by Cox Motor Parts shows us that the Driverless Vehicle is coming ever closer...

 

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Our Industry Leaders interviews series continues  with an exclusive interview by Field Service NEws Editor-in-Chief, Kris Oldland with ServicePower CEO Marne Martin. In Part 1  they talk about the thinking behind the development of  the new NEXUS FS^TM  software, and the importance of user-friendly interfaces and deep functionality...

It’s been a busy time for the team at ServicePower, a company heavily focused on the constant evolution of their own suite of products, with a clear strategy of exploring and harnessing the latest emerging technologies and implementing them within their own solutions aimed solely at the field service management sector.

The recent release of NEXUS FS^TM  an enterprise-class, cloud-based field service management solution designed to be suitable for any sized service business is the latest addition to the Service Power line. It incorporates comprehensive mobile dispatch functionality that sits well with the dynamic scheduling engine that ServicePower is perhaps best known for.

In Marne Martin,  ServicePower have a focused and savvy CEO, with a strong background in highly senior roles, with both a passion for innovation and an understanding of what it takes to drive business forward. It is clear that Martin has a clear vision of the road map ServicePower needs to be taking both in the short to medium term as well and way beyond.

“We’ve really taken what we have -  a twenty year deep and rich experience in field service - and have accelerated it into new product development and innovation of our existing applications, to find new ways of approaching the pain points and needs of the field service industry,” Martin begins as we discuss where exactly ServicePower are in their development right now.

“Especially, the last twelve to eighteen months we’ve really accelerated,” she continues.  “We acquired the source code for mobility in January 2013 and we’ve actually built out a leading mobility product, so we’ve been able to leapfrog our competition in many regards.”

Our conversation is taking place just after the announcement of NEXUS FS^TM  which has a definitively fresh and modern feel with a lot of focus on the user experience. This is something that will sit across the suite of ServicePower products in the not too distant future and is clearly a consideration for the development of their product line.

The importance of the User Interface

“With the existing applications we’re about half way through migrating the User Interfaces to the really great new look and feel of NEXUS FS^TM . We’re using angular JS and Bootstrap but we’re looking at new technologies all the time and it’s a really beautiful UI,” Martin comments.  “Even when you think about what Salesforce and some of the really big players are doing, I feel we are really at the cutting edge now.”

UI has become an integral element of what makes a successful business application in today’s modern environment and this is something Martin is acutely aware of.

“You can’t underestimate how radically Apple has changed everything. With what they put out with the iPhone and how it looks and feels. You certainly have leaders in software that really care about user experience and UI like Salesforce, but I think Apple with the penetration they had really took it to the next level”

So how does this Martin filter this approach into her own organisation?

“The key is taking what we’ve done with some of the new technology, and then making sure we have integrated a great user experience throughout the other applications, modernising the UI, but not losing all the functionality that we have built over the last twenty years. It’s a really exciting time”

“I think ten years ago there were certainly some competitors that were more proactive in terms of UI than ServicePower were but we’ve actually worked to leapfrog them and even go beyond Salesforce is at the moment using them and Apple as a benchmark”

“Even if you look back at TOA at the time, they had a great UI and ClickSoftware were doing some UI development maybe ten years ago but I think we’ve actually moved beyond that.”

“At this point we are benchmarking off ourselves in a way; we have a great team led by Steve Higgins who joined with us in late January, and then he has integrated with all the various product teams with the existing applications. The product guys were just at Dreamforce the other week and they walked away saying wow we are actually ahead in certain areas now. I’m really proud of that.”

However, Martin is also keenly aware that mission critical software, especially at enterprise level, cannot be all style and no substance.

“When we look at SMB solutions on the Internet you know they want to see a UI like that but when ultimately when it comes to the enterprise deals, when you get to a certain scale it is still all about the functionality,” she explains.

 

“The UI is nice but in the end what enterprise level field service organisations care about is things like our ability to do real-time optimisation, heavy duty management of third party contractors, the warranty claims,  analytics -  all these things.”

“A great UI is necessary now, but it’s not enough - you’ve got to have depth of functionality because that’s what gives a barrier to entry,” Martin states before adding, “With a hundred grand I might be able to spin up a little UI and an app, but I’m never going to be able to get a robust solution that will satisfy the leading enterprises as well as having the depth of functionality.”

And with a product development road map starting to come to fruition, the next stage for ServicePower is an aggressive growth period as they seek to capitalise on the attention a raft of awards and recognition their technology has gathered as they’ve continually sought to improve their own suite of solutions.

Martin admits the next phase of their strategy is to really focus on sales execution now. “I think we have a very good position now in terms of growing our brand awareness, recognition of the technology in the product suite that now we can really start scaling on sales execution. That’ll be the big push the year forward.”

Look out for the second part of this exclusive interview coming next week....

 

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Field Service has long been an industry open to embracing the latest innovations, but what technology will have the greatest impact in the long term on field service operations? In Part One of this two-part review, FSN's Editor-in-Chief Kris Oldland gives his opinion on what technology will be the most important driving field service technology forward.

As technology becomes ever increasingly intertwined with the evolution of business in these early decades of the twentieth century, the importance of identifying the right technologies that can drive a business forward.

As opposed to those that may be either just passing fads (such as the clamour for Google Glass perhaps?) or technologies that become so over-hyped, that we see unrealistic expectations laid at their door, so when initial Beta versions are launched they ultimately seemed doomed to failure making it harder to win over sceptics once the technology finally does mature enough to be significantly deployed (once again… Glass anyone?)

We have seen huge examples of companies backing the right technology, embracing it, building it into their DNA and becoming massive successes.

Salesforce saw the potential of the Cloud and reinvented the global CRM marketplace; MAN Truck and Bus UK embraced telematics to create the Trucknology generation and saw revenue grow by 1000% within a decade.

Then there is Amazon who through a studied focus on developing Big Data based technologies and algorithms, have evolved from being an online shopping portal with ‘a smile on the box’ to being not only the online shopping portal, but also the name in enterprise Cloud solutions, and perhaps the only real competitor to the Apple and Google duopoly of digital music and film distribution via their impressive Prime service.

But it is not only the household names that can take advantage of technology.

 

Take Service2 for example, a local HVAC and Gas Appliance maintenance firm based in the North of England who were a Field Service News case study earlier this year. Through the implementation of field service management software they are now in a position to have far greater grasp on their P&L, deliver a superior level of service to their customers, and are perfectly primed for rapid expansion. For them, field service management technology is a massive enabler and key driver for their business.

Another fantastic example was shared with us by Nick Frank, Frank Consulting on a recent Field Service News webinar. Nick described how Northern Irish business LISTO who have been able to combine an understanding of customers’ needs, some out of the box thinking and using existing technologies have been able to help SME’s help shape not only their own futures but seriously disrupt their relative markets whilst doing so, causing new benchmarks and customer expectations and again being empowered by technology.

So in such an environment where technology can be a genuine key differentiator for companies both big and small, the technology analysts such as Aberdeen and Gartner play a huge role in helping us assess what technologies we should be exploring, researching and investing in to help us become leaders in our field.

Indeed the annual Gartner hype cycle has become one of the most hotly anticipated publications within industry, as a barometer initially of which technologies were gaining the most attention across global media and businesses alike and now also incorporates an indication of maturity for each technology listed as well to help us further understand where such technologies sit in the road map for future business operations that Gartner predicts we should potentially be adopting.

However, the rapid evolution of technology in what many are referring to as a golden age of information, is progressing at such a rapid speed that even Gartner are unable to keep up sometimes it seems. Having dominated business technology conversations for the last two years, Big Data disappeared from the company's 2015 Hype Cycle entirely. The reason, according to Gartner Analyst Betsy Burton is that “Big Data has quickly moved over the Peak of Inflated Expectations and has become prevalent in our lives”.

And whilst this is almost certainly true, the fact is that Big Data remains a mystery to many outside of the Data Scientist illuminati who are redefining the way business operates today.

 

As Dave Hart, ServiceMax Vice President of Global Customer Transformation commented in a previous Field Service News podcast, “Big Data is like teenage sex: everyone talks about it, everyone thinks everyone else is doing it, but nobody really knows how to do it.”

Yet the fact is the ability to build easily configurable dashboards, that give field service directors and their managers access to the vast swathes of data generated by a field service team is high on the list of any company currently exploring a new field service management system.

John Cooper, Head of IT and Workflow Solutions in Sony’s Professional Solutions explained in a recent exclusive Field Service News interview: “We have this dream of the account managers turning up at customer sites and being completely clued in with all the stuff that’s happened in a nice simple to understand graphical way. So they don’t need to get into technical complexity but they know what we’ve done for the customers, they know of any live issues and they’re not going to get ambushed with you’ve got this problem or that problem.”

Such open flow of data and more importantly is of course powered by Big Data so whilst the technical whirrings of this monumental technology may not be fully understood by those outside of those niche Data Scientist circles, the reality is that it’s impact is very much being felt, even if it is through its output and application rather than a more tangible, physical everyday sense.

 

However, is Big Data the most important technology changing the way business operates today?

Well in the sphere of field service there are justified claims for a number of other recent technologies. Without doubt one of the most important developments that has truly revolutionised our industries and the way field service operates is the leap forward mobile computing pushed dramatically forward by the rise in prominence of the smartphone and iPhone in particular.

Look out for Part 2 of this review where Kris examines the case for the Cloud and the Internet of Things as the most important technology for the future of field service.

 

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As we continue to bring you a selection of features from The Service Manager Handbook (2015 edition) published by Advanced Field Service we now turn our attention to one of the core tools for building future success, namely the implementation of Analytics and intelligence

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In today’s challenging business environment, there is little margin for error. Service managers need an even greater and fully in-depth understanding of their business to improve business planning, helping them make better-informed decisions, to ultimately keep ahead of the competition whilst attracting new customers and retaining their existing customers.

Instant access to management information

The benefits of replacing hand-crafted reports and spreadsheets with more interactive, integrated and intuitive tools are well documented.

As well as removing the unnecessary heavy wastage of man hours, and delaying what is often critical business decisions that can impact your opportunities to not only grow but also identify areas of weakness within your business that could potentially lead to loss of clients, easier access to your data improves control of your business with the following key insights:

• Intelligence to recognise emerging trends: Today’s business environment is faster paces nad more dynamic than ever before, whilst in the past reputations could be built on doing what you do and doing it well, today standing still can lead to dangerously dramatic decline in business, particularly from a service point. Since the economic crash in 2008 service has risen to become the key differentiator between businesses and with modern consumers (both B2B and B2C) well equipped to air any grievances in public via social media the pitfalls of failing service can be catastrophic for a business. As technology continues to push the boundaries of what is possible, it is imperative that service orientated companies embrace this to stay ahead of the competition and deliver service excellence at all times.
• The ability to identify and seize new opportunities or ward off threats: Of course embracing technology doesn’t just mean delivering better standards of service to customers. New emerging technologies such as the Internet of Things can help businesses move from a traditional break-fix reactive approach to a more efficient and cost effective preventative maintenance approach. Through remote monitoring optimum performances can delivered across the install base ultimately leading to less service calls in the long term.
• Power to understand key areas delivering profit (and loss): As the old adage goes you can only manage what you measure. Field service companies are perhaps uniquely positioned to be able to gather more information about their customers than any other industry as they have the benefit of ‘eyes and ears’ on site with your customers. The flow of this information from business unit to business unit allows for far greater insight of where new potential revenue streams may lie, as well as profit leakage may be occurring.
• Fast, informed decision-making based on accurate and live information: The rise in prevalence of dashboard analytics now make it possible for field service managers and their colleagues in other business areas such as procurement and sales to see trends based on the data collected easily and instantly, empowering them to make critical business decisions, and to get them right.
• Unprecedented insight into the most/least profitable areas of your business: In terms of data collection, processing and analysis we are truly living in a golden age. Businesses that harness the power of the data they have access to not only have superior understanding of their own businesses but also of their customers and most crucially of their customers pain points.

Your back-end service management solution should be able to do all the work of collating real-time information automatically across your jobs.

It should also make easy work of presenting it in the formats that are most useful to your management team, providing full visibility of contract profitability and equipping decision-makers with instant access to vital information on the business, including your profit forecasts.

Easy-to-understand analytics

As a matter of course, your data should be regularly analysed in a multitude of ways and in varying degrees of complexity, from viewing a daily high-level graphical KPI dashboard, down to examining detailed monthly reports.

Not surprisingly, analytical dashboards are fast becoming the service manager’s reporting tool of choice. They offer true anytime/anywhere reporting, via a browser or mobile device, in a way that makes it easy to instantly grasp the significance of the information.

If you have this dashboard facility in your service management solution, you’ll be able to drill down to the original data source to analyse all your core data including: customer status; financials; performance and productivity of engineers, with hours worked and number of visits; stock and supplier KPIs; calls by equipment, site and efficiency; costing of jobs and engineers; call response times.

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As we continue our in depth exploration of our recent research project assessing the latest trends of field service companies turning to the Cloud which was run in partnership with ClickSoftware we turn our attention to those companies who have moved their field service management systems to the Cloud to find out what benefits they are seeing and why they made the switch away from on premise field service management systems...

 

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Missed part one? Find it here

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HEADS IN THE CLOUD

So what are the key findings from those companies who have made the move to the Cloud? Well firstly if our previous hypothesis is indeed correct and one of the key factors in why companies are not moving to the Cloud is that they have yet to move into an upgrade cycle from their existing system, then this should be evident in how recently those who are using a Cloud based field service management solution made the switch.

In fact over three quarters of companies that have moved their field service operations to the Cloud have done so within the last three years. Which again would support this hypothesis. What really adds further strength to the assertion that the Cloud is now gaining momentum however, is the fact more companies have moved to the Cloud within the last six months (29%) than have been using a Cloud system for over three years (24%).

This would seem to be strong evidence that the Cloud is becoming more readily and swiftly adopted today than it has been previously.

So what are the key reasons for companies making this move? As mentioned in the first part of this series  the benefits of Cloud computing are numerous however two reasons were particularly popular amongst our respondents.

These were the fact that Cloud is “scalable and flexible” which 76% of companies highlighted as important to them, whilst 71% of companies cited “easy remote access” as a significant reason for their selection of the Cloud for their field service solution.

Whilst these two reasons were comfortably the most popular, other commonly cited reasons were “less reliance on IT” (59%), “more functionality” (53%) and “disaster recovery” (41%). Of course in part one we also discussed one other reason that companies may move their ield service operations into the Cloud, i.e. many are seeking to integrate smoothly with Salesforce (or of course other Cloud based CRM systems ).

With this in mind it is it was interesting to see that of those companies that were using the Cloud for their field service operations overwhelmingly the most common Cloud solution being used in other areas of business was CRM. In fact 53% of companies who operate a Cloud based field service solution also have a Cloud based CRM.

This was twice as much as the second most common business solution Marketing, which was Cloud based for 24% of these companies. What is particularly interesting is that although beyond the peaks of CRM and Marketing no other areas of business (other options included ERP, Accounting, Payroll, Asset Management & HR) were placed in the Cloud by more than 17% of companies using a Cloud based field service management system.

 

Yet despite this reluctance to put other business solutions in the Cloud currently, 53% of respondents felt that their companies would will ultimately move all of their software solutions to the Cloud and in fact 6% of companies already have.

If we look at the benefits of those using the Cloud for their field service management solution, again there were two clear leading benefits identified.

These were “Cost” and “Productivity”, which were both cited by 47% of the respondents as the biggest single benefit they had seen since moving to the Cloud.

And perhaps the single most revealing finding of the set of questions put to those companies using a Cloud based field service management solution, was that when we asked “Would you recommend a Cloud field service solution over an on premise solution” the respondents answered unanimously (100%) that they would.

However of those who don’t think such a wholesale move to the Cloud is a good thing, security remained the clear overriding concern alongside a reluctance to be fully dependent on the Internet... Look out for the next part of this series where we look at the findings from those companies who felt that the Cloud presented too much risk so have opted to keep their field service management systems on premise... 

 

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Whilst there are some exciting technologies appearing currently that can shape the future of field service, field service companies must have the basic technologies such as scheduling and routing in place first before they explore these emerging technologies argues Magenta's Stuart Brunger when we caught up with him at the Service Management Expo 2015

 

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Reducing fuel costs and improving road safety in service organisations  means convincing engineers they are drivers as well as engineers,  Field Service News editor-in-chief Kris Oldand discovers.

In our feature "Taming White Van Man" I wrote about my experiences driving a white van at the launch of Microlise's Clear field service telematics solution.  Having a  licence to drive cars  means, like service technicians, I am legally able to drive a van without any further training. However, it doesn't mean I am qualified to do so in the most efficient and safe manner.

Service organisations,, of course, employ engineers first, not van drivers.  Indeed, one of the biggest challenges of improving the driving standards of our field engineers could possibly be convincing them they are professional drivers in the first place.

The size of the challenge was neatly put by Mark Cartwright, Head of Vans and Light Commercial Vehicles for  the Freight Transport Association. “If I meet a truck driver he’ll have told me within five minutes of meeting him that he is a truck driver. But van drivers don’t exist. If you meet one they’ll always tell you they are a plumber or electrician or some form of engineer, but never a van driver”

This mind-set certainly exists amongst both service managers and field engineers alike in some companies.

For many field service engineers driving a van is just a means of getting from one job to the next. Yet in reality, driving that van from A to B is actually an intrinsic part of what their job is. If they do it well - even just slightly better than they are currently doing so - the cost savings available for field service companies could be considerable, as has been very well documented.

So perhaps it’s time we reinvented the image of the White Van Man, repositioning him as the true professional he is, the pillar of our community, the saviour who comes to solve our problems in his tall white chariot. Let’s encourage our engineers to take pride in being not only professionals within their trade but professionals behind the wheel as well.

 

A  solution like Microlise's Clear, which engages with the field engineers and puts the quality of their driving right in front of them, and which is translated into easily accessible graphics and pages, does reinforce the fact that they are in fact as much professional van driver as they are service engineer.

Microlise may not be treading an unwalked path with Clear - there are similar solutions already in the market. However, they have certainly developed what at first glance at least, seems to be a powerful tool, with an impressive feature set and attractive user interface.

And like many telematics products, if deployed correctly I would imagine it could pay for it’s self through the cost savings it would generate in terms of fuel reduction and lower maintenance costs within a year or so, maybe even less.

Field service solution tools like Clear that empower both service managers and engineers to improve driving standards across the fleet, be it 10 vehicles or 1000, are going to be crucial tools pivotal to success.

Join Field Service News and Microlise at a one-day interactive Field Service Conference, 4th November, Warwickshire. There will be workshops on compliance and driver engagement techniques, operator presentations on their experiences and business change management,  tips from former Stig Ben Collins on good driving practices, and the chance to test your driving skills on the City Circuit.

Register your interest here:

 

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Having undertaken a recent research project exploring trends amongst field service companies involving use of the Cloud for Field Service Management Systems as well as the ongoing development of mobile solutions for field service, Field Service News, sponsored by ClickSoftware are pleased to bring you this four part report exploring the research findings written by Field Service News Editor-in-Chief, Kris Oldland....

 

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Click here to download the full white paper now!

 

 

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FIELD SERVICE, MOBILITY AND THE CLOUD

Cloud computing has been a key topic in field service circles for some time now. In fact it seems every time we read about a company implementing a new service management system it is mentioned that they opted for a Cloud based solution. Indeed the benefits of the Cloud are well documented.

Less reliance on IT, built in disaster recovery, regular and free updates, lower overheads, and so on and so forth. And the Cloud is no longer a particularly new technology. It’s not emerging anymore, it’s emerged. In fact it is now almost twenty years ago that Salesforce, a company born in the Cloud when it was just not more than a whisp of cirrus in the stratosphere, first began evangelising Cloud computing as the way of the future.

Fast forward to today and Salesforce is the leading player in the CRM sector and despite not having a direct presence within the field service sector, is arguably one of the key driving forces for the adoption of the Cloud in our industry. How often do we hear companies stating that ‘integration with Salesforce’ was a big factor for them when deciding to opt for whichever of the numerous modern service management suites are available.

Certainly those service management software providers that were savvy enough to develop field service apps for the Salesforce App exchange such as ClickSoftware’s ‘ClickWorkforce’ have gained something of a competitive edge in recent years by doing so.

Yet despite these seemingly all conquering headlines the reality highlighted by various research appears to be very different at least for the adoption of the Cloud as a platform for field service management solutions. Indeed our own 2014 research project showed that only 23% of companies were running there field service management software in the Cloud. So why this discrepancy?

Is it a case that we in the trade media are over egging the pudding and putting to much hyperbole around the use of Cloud in field service?

Or is it a case that Cloud looks like a more attractive prospect from distance, but when companies begin to explore their options when upgrading to a new solution, in reality staying on premise is the easier and safer option? There is of course the argument that it will take time to see a full migration across to the Cloud.

 

This is of course valid and many companies will eke out every last drop of functionality they can from their existing legacy systems rather than face the turmoil of moving a business critical operational tool from one system to another. But if this is the case surely we should start seeing a growing momentum towards the Cloud year on year? With this in mind Field Service News in partnership with ClickSoftware has decided to the revisit this area of research some 18 months on.

When writing the report for last years research I concluded that the Cloud is set to become an established platform for field service technology, and even ultimately become the most commonplace method of distributing field service software. Is it time I reassessed that statement, or is the momentum of the Cloud slowly gathering pace?

ABOUT THE RESEARCH:

The research was conducted online across July and August this year. The respondents were a mix of Operations, IT and Business Leaders working within organisations that had a field service operation.

Company sizes range from SMB’s with under 10 field workers to the enterprise level companies with over 800 field workers. In total 150 respondents answered the survey with respondents coming from a number of different verticals including Manufacturing, Engineering, IT solutions, construction, fire and security, healthcare and more. As with our 2014 survey after the question ‘Is your current field service solution on premise or in the Cloud?’

The survey split into two in order to give us insight from those currently using the Cloud and those that are still on premise. This enables us to better ascertain the benefits being seen by those using the Cloud alongside the reservations of those who are not.

MID SIZED MOVEMENT

The headline statistic to come out of the research is that indeed there has been a slight shift towards more companies using the Cloud than before. In fact there has been a swing of 3% in favour of those using the cloud with 26% of companies now having their field service management solution in the Cloud versus 74% who are using on-premise.

Whilst a small movement, given the timeframe this increase could indeed help support the argument that the Cloud is slowly becoming more prevalent and that the move to Cloud is very much tied to companies moving from their legacy systems to more modern next-gen equivalents.

 

However, a logical continuation of that thinking is that we would find those companies with larger field worker numbers more likely to remain on premise than those smaller companies for the simple reason that they are more likely to have invested in the expensive infrastructure to run an on premise solution and would therefore potentially be more tied to their existing system - making a switch to a new solution harder work.

Yet when we drill down into the data and separate the companies out into three groups – those with less than 50 engineers, those with between 50 and 500 engineers and those with more than 500 engineers we find that in fact this doesn’t hold true. Actually whilst the trends amongst the largest companies very closely mirror the respondents as a whole (25% Cloud vs. 75% On premise) it is amongst the smaller and mid sized companies that we see the biggest variance. Interestingly smaller companies, who are generally viewed as being the most likely to be attracted to the Cloud due to the more affordable Software as a Service subscription model that most Cloud vendors offer, were the group that were most reluctant to have their field service operations on the Cloud - with just 17% doing so.

Meanwhile the mid tier companies (i.e. those with between 50 and 500 engineers) were the group that had the most Cloud based systems with 37% of these companies using the Cloud.

 

When we look at the same demographic in our previous research this is an increase of 21% of companies, so whilst on premise still remains the way the majority of run their field service management systems, a shift to the Cloud, amongst this demographic at least, is clear. Still the question remains why are we seeing more acceptance towards the Cloud within these mid sized companies than amongst their smaller counterparts? (If we accept the earlier premise that those larger companies may take longer to adapt due to greater change management challenges.)

One possible answer could be found in the make up of the decision-making units of those smaller companies. Of those companies with less than 50 engineers that are not using the Cloud, only 15% of companies had input from their IT director or equivalent whilst of those mid sized companies that have adopted the Cloud 71% involved their IT Director or equivalent in the selection of a field service solution.

Could it be that amongst smaller companies it is a case that without the input of a technology specialist, some of the headline fears around the usage of Cloud persist. Whereas amongst those larger companies, who have a more developed IT department adding their insight, perhaps there is more understanding of both the true benefits and dangers of the Cloud?

One question within the survey that could certainly give us further insight into this assertion was ‘Which of the following sums up your perception of the Cloud in business’ which had the following four options

• I believe it is the future of enterprise computing
• I see it’s benefits but still have some concerns
• I wouldn’t trust placing sensitive data in the Cloud but would use for general applications
• I think we should keep everything on premise, there is too much risk in the Cloud.

[/unordered_list]Given the fact that there was a fairly even balance between the two groups of company sizes, the varying responses certainly indicated a more cautious outlook towards the Cloud from the smaller companies than their mid sized counterparts.

Within the group of companies with between 50 and 500 field service engineers 58% felt that Cloud was” the future of enterprise computing”, with a further 32% stating that they “saw benefits of the Cloud whilst having some concerns.” Interestingly not a single respondent from this group stated “we should be keeping everything on premise, there is too much risk in the Cloud.”

When we compare this to the responses of those companies with less than 50 engineers we see the confidence in the Cloud significantly reduce with only 38% stating they “believe the Cloud is the future of enterprise computing” whilst 20% “wouldn’t trust placing sensitive data in the Cloud but would use it for general applications” and “5% stating they think “we should be keeping everything on premise, there is too much risk in the Cloud.”

 

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