AUTHOR ARCHIVES: Marne Martin

Artificial Intelligence has increasingly become a key discussion in all industries and its impact in field service management is predicted to be hugely significant, but how should field service organisations leverage this powerful twenty-first-century technology? In the part one of this two-part feature Marne Martin, President of Service Management, IFS outlined why AI in field service is about far more than chatbots, now in the concluding part, she outlines how AI can bring a touch of genius to your field service operations...

 

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Solving Problems When One Isn't Albert Einstein

Human agents are capable of optimally dealing with a customer, and AI can free them up for the most interesting and demanding tasks. In the case of scheduling technicians in the field, humans are just not up to the numerical challenge of adjusting a schedule in an optimal fashion as humans typically focus in on an aspect of a problem to solve rather than finding the best solution overall.

A dynamic scheduling engine (DSE) driven by AI algorithms is designed to solve complex scheduling problems in real time—problems much too complex for any human dispatcher or customer service agent to handle, especially when at times individuals will act myopically based on their area rather than for the greater good of the company and its customers.

 

"Even a static service schedule can be handled in myriad different ways and decisions regarding which technician to send to which of several jobs in what order are often made based on suboptimal heuristics..."

 

Even a static service schedule can be handled in myriad different ways and decisions regarding which technician to send to which of several jobs in what order are often made based on suboptimal heuristics.

“Steve’s son is in daycare in this part of town, so I will schedule this appointment last, so he will be close by.” Sometimes jobs are scheduled based on first-in, first scheduled, regardless of the actual urgency of requests that come later.

Manual or traditional software-based scheduling may be a workable solution for service organizations with a very small number of technicians each engaged in a small number of jobs during a day. But it does not take many technicians or jobs for the number of possible solutions to outstrip human computation capabilities either individually or as a group.

Even at the low end of the spectrum, a human dispatcher cannot quickly identify all the possible solutions and pick the best one. With two technicians and four service calls there are already 120 possible solutions— different combinations of technician, job and order. Two technicians, and five service calls yields 720 possible solutions. Four technicians and 10 service calls present a dispatcher with 1,037,836,800 possible solutions.

But the time you get to five technicians that must complete six calls each—a total of 30 calls, you have 12,301,367,000,000,000,000,000, 000,000,000,000,000 possible solutions.

Finding the optimal solution becomes even more complex as additional and rapidly-changing factors are added into the mix:

• Emergent jobs come in that must take precedence over those already scheduled
• SLAs and other contractual requirements demand that some jobs be completed within a given timeframe
• Technician skill sets that influence which tech is sent to which job
• Tools and materials currently in stock on each service vehicle
• The current location of a technician in proximity to each job and to drop locations for inventory that may be required for a job
• The duration of each service call, both in terms of estimated time required to complete the call and whether a current job is running over the estimated time, resulting in knock-on effect on subsequent jobs

Former world chess champion Garry Kasparov, in his book Deep Thinking: Where Machine Intelligence Ends and Human Creativity Begins, makes clear that even his mind is not capable of computing possible solutions and outcomes as rapidly or effectively as an AI algorithm.

 

"Automating the schedule through AI not only enables a much higher level of service but frees up dispatchers to handle those “beautiful or paradoxical moves” that may delight a customer or solve a tough problem...“

 

The human mind isn’t a computer; it cannot progress in an orderly fashion down a list of candidate moves and rank them by a score down to the hundredth of a pawn the way a chess machine does,” Kasparov writes. “Even the most disciplined human mind wanders in the heat of competition. This is both a weakness and a strength of human cognition. Sometimes these undisciplined wanderings only weaken your analysis. Other times they lead to inspiration, to beautiful or paradoxical moves that were not on your initial list of candidates.”

Automating the schedule through AI not only enables a much higher level of service but frees up dispatchers to handle those “beautiful or paradoxical moves” that may delight a customer or solve a tough problem.

In the end, collaborating with intelligent machines will get us further faster than going it alone. According to Kasparov, the best chess is now played as grandmasters use computers to analyze positions, opponents’ games and their own games—elevating the level of play. In an interview with the Financial Times, Kasparov, who famously had matches against an early chess supercomputer, described how the best chess is now played by combining “human intuition and understanding of the game of chess with a computer’s brute force of calculation and memory.”

“I introduced what is called advanced chess; human plus machine against another human plus machine,” Kasparov said. “A human plus machine will always beat a super machine. The computer will compensate for our human weaknesses and guarantee we are not making mistakes under pressure … the most important thing is not the strengths of the human player. It is not the power of the computer. But it is the interface. It is the corporation.”

 

Legacy Approach to Inventory Logistics

Service management for many businesses relies on inventory … if completion of a service call requires inventory and you are out of stock, you cannot meet your commitment to the customer. When a service request cannot be closed on the first visit, it is often because the right part is not on the truck or immediately available.

So, service management software should encompass inventory management functionality, and that functionality should include automated reorder points for each part. The ability to take parts availability into consideration is a critical data set for AI to work on as parts are a critical determinant in first-time fix and job completion where parts are a factor. It also is a key aspect to successful SLA and outcomes-based commercial relationships.

Once inventory data is available and integrated, a powerful DSE may also be configured to influence inventory logistics so parts and materials are housed in warehouses, satellite offices or inventory drop locations closer to anticipated demand, with inventory matched to jobs in a forward or current day schedule. In one very large implementation of IFS Planning and Scheduling™ Optimization—in the London underground transit system—inventory and tools are dropped ahead of each service visit so technicians who ride the subway to the service site can pick them up.

This is only possible with a high degree of coordination between the service schedule, inventory logistics and an AI-driven scheduling tool.

 

Conclusion

Service organisations should recognise the tremendous potential AI holds—they can harness it to transform their operations, outflank their competitors and disrupt their markets. We are only starting to tap into the different ways AI can be used to better solve the problem of delivering optimal service in a rapidly changing environment as adoption is still lagging despite the real benefits AI brings. The good news is there are several straightforward and easily accessible ways service executives can harness AI technology right now, today.

 

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Is Artificial Intelligence a key topic for you?! The full white paper on this topic available to fieldservicenews.com subscribers. Click the button below to get fully up to speed!

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Field Service Technician enablement is both an important topic but also a frequently rolled out buzz-phrase that we hear within our industry. Marne Martin, CEO of ServicePower digs deeper into the topic and helps us cut through the hyperbole to understand the key facts within this topic...

Technicians today are not the technicians of the past. Their expectations are continuously evolving based on the ability to consume information and communicate instantaneously from their connected devices among themselves, with assets, the back office and the end consumer.

ServicePower’s mission is to drive an excellent service experience and grow the value of every consumer relationship. To do that, we must focus on the technician.

Much time the past five years was spent talking about IOT. Less was focused on what a connected world means for the technician, and what is needed to work smarter. We know productivity, first-time fix and proactive maintenance is the holy grail of profitability for service organizations and customer experience. The technician is the key to both.

Consumer expectation of a seamless, digital experience has impacted the industry greatly as have technology trends, yet a true focus on technician enablement is still spotty.Consumer expectation of a seamless, digital experience has impacted the industry greatly as have technology trends, yet a true focus on technician enablement is still spotty. Our “best-in-class” customers bring technicians into the process related to user experience, and how data and workflow changes enable experienced technicians to be hyper-productive and how novice technicians become fully functional, faster. Likewise, the businesses which service a wide variety of equipment, work, or parts need technology that has best-in-class capabilities around artificial intelligence, data model flexibility, IOT, diagnostics, and robust, flexible mobile applications. They likewise need a consumer or dealer portal to collect and send technicians key information such as customer, product or service history, service contract or service level agreements.

Service technicians have become the “single point of failure” in the customer interaction because typical technology driven from the CRM and ERP ill-prepares them with a lack of information. Sales and financial systems provide customer and billing information but do not enable a game-changing service experience that improves brand, market share or revenue.

We endeavour to enable technicians to perform more efficiently with fewer points of friction in their daily activities. Consider the following.

Evolving Labor Supply

All technicians want to be successful on the job. The emerging millennial workforce uses technology every day. We must use veterans’ skills and talents while utilizing millennials to drive technology adoption. Functionality exposed to technicians is important. However, flexible date models, customer, product, and diagnostic information, available before and during a job, is equally important. First-time fixes don’t happen by accident.

Enable Technicians with Technology

Field service management technology is itself evolving, through artificial intelligence, but also more versatile data models that can use IOT or predictive information to update work orders, create differentiated service workflows, or deploy updatable forms in real-time, based on diagnostics. Asset data, IOT diagnostics and service history deliver service insights digitally, on-site. The best vendors and newest product releases do more with technology to achieve and exceed traditional metrics.

Intelligent portals

Intelligent portals are game-changing. They can do more than simply enable a service or technician location. Portals can digitally deliver appointment offers, which in the past, only the call centre would have had the insights to do. They can facilitate better service by allowing customers to upload connected smart sensor data, fault codes, photographs or videos of failed products, and interact with triage and field technicians. Portals better inform customers and prepare technicians to resolve issues in a single truck roll.

The latest mapping and location technologies provide consumers improved visibility of appointments, near-by technicians with schedule availability, and technician arrival estimates. Portals delight the customer and improve call centre efficiency by digitally handling booking, confirming and rescheduling appointments automatically.

Portals can even use AI, asset and service history to intelligently offer customers new products, accessories and services, without ever interacting with a call centre, snail mail or email, and before the technician arrives.

Mobile technology

Mobile technology has come a long way in recent years. While scheduling optimized technicians and parts together, status, and capturing payment are still a challenge for some organizations, overall, field service companies can now also use mobile technology to provide better, more personalized service in the field to every customer.

Effective mobile solutions deliver relevant customer, asset, parts, and diagnostic information in real-timeMobile applications provide entitlement, customer availability, asset information and technician location, real-time inventory, payments, and timesheet capability, as well as work order and technician status updates. Leading solutions were built with 100% configurability and flexible data models, which provide the opportunity to customize service events, improve first-time fix rates and improve customer satisfaction. Effective mobile solutions deliver relevant customer, asset, parts, and diagnostic information in real-time, as well as provide task lists, pricing and payments, and survey delivery for a faster, smarter, more satisfying experience.

Mobile technology is the best way to enable technicians to deliver the best experience.

Siri, Echo, Alexa and Cortana Aren’t Enough

Digital assistants are cool, but how can we make them more helpful? Displaying navigation, making calls or texts is handy. Digital assistants integrated with data hubs can deliver useful customer, asset, and predictive intelligence to technicians which require it to improve service delivery. `

Digital assistants become more powerful when integrated with AI, machine learning algorithms, asset and service history, predictive and repair information, providing an entirely different kind of assistance to field technicians.

AI can analyze data to derive cognitive insights and deliver it through digital assistants, resulting in the holy grail of better tech enablement, customer experience, and financial performance of the service organization or brand.

Technician Enablement Means Transforming Field Service Experiences with Technology

Friendly, competent technicians enabled with game-changing technology are the future. Sales secure customers, but your service technology retains them, increases your share of their wallets and grows your brand.

Don’t just give face value to technician enablement, own it, and make it a priority. Your brand and your customers will thank you.

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Marne Martin, CEO of ServicePower explains why Artificial Intelligence is going to be a fundamental part of the future of field service and why not all AI is on an equal footing...

In business, we are all now fully aware of the importance of collecting data. However, we are also painfully aware of just how easy it is to get overloaded by the sheer volumes of data we can collect.

An often quoted example that puts the sheer amount of data being generated around us into some sort of context is that a Boeing 787 will generate around 40TB per flight. If you were to play 40TBs of mp3s back to back it would take you 78 years to listen to every file. Yep, those data lakes are deep and quite frankly it’s no wonder some companies are beginning to drown in them.

And this is where Artificial Intelligence (AI) comes into the question - and why it is set to play such an important role within the field service sector.

Ours is a sector in which excellence is being built on data.Ours is a sector in which excellence is being built on data. We are embracing IoT with both arms because it has the power to bring costs down for the service provider whilst increasing service standards for the customer. However, for us to fully see the promise IoT offers we need to turn to AI to help us make sense of all that data.

However, not all AI is equal.

It is often overlooked in conversations but there are very distinct different types of AI. You can have Algorithms that only do one thing. For example, in a law firm, they may have an AI algorithm that sorts through documentation for testimony in trails. Things like this are what are generally viewed as purpose-built AI algorithms, that are all about establishing simple efficiencies. Basically, an AI which is implemented by people and organisations who are searching across large data sets for tightly determined results.

Whilst it is by no means a simple task to develop and deploy such an algorithm when it comes to looking at AI in field service we are talking about a much more complex beast entirely.

For a start let’s just consider the various different types of service and touch points within the service cycle that AI can touch.

To begin with there are three obvious different areas of a field service business:

• Call centre activities
• Back office activities
• Field service activities

Then there are the various different types of information that needs to be factored in as well. For example, on any given service call we would be looking at a minimum for information on:

• The asset
• The customer
• Any service history
• Component level information
• Any complexities to service
• Warranty details

All of these elements only serve to create more complexities in the data - so AI designed to work its way through such levels of complexity is by default going to be a more sophisticated piece of programming.

However, the reason why AI is so important in field service is that we want a product that is flexible and configurable to how our field service businesses evolve and how we want to deliver service. The issue is if you are trying to cross-section a lot of data without AI algorithms that are configurable you are going to be wasting way too much time trying to build software that is one dimensional.

For example, you might build something that says if I get this preventative maintenance alert I am always going to do this. That might be OK for today but it might not fit with your business in a couple of years time.

For the requirements of field service organisations the power of a truly good AI algorithm is all about how robust is its ability to configure different processes.Then you’d have to sit back down with your IT group and your developers and kick off another two-year project on coding some other stuff. By then you’re way behind your competitors - who were able to just adjust some of the parameters on their AI algorithm.

This is why I firmly believe that for the requirements of field service organisations the power of a truly good AI algorithm is all about how robust is its ability to configure different processes.

The volume of the data that is coming out now and the direction that most businesses want to move in mean that we are now well and truly living in a Big Data world and we need to get used to it.

So we need AI to process the sheer amount of data but also we specifically need configurable AI services that will enable us to have the type of service experience that works for our brands and for our customers.

This is why we have been so focused on the development of AI at ServicePower and we were so pleased to be awarded a US patent for the AI algorithms that we’ve incorporated into our latest Customer Experience service solution - which you can see a demonstration of in our recent webinar available @ http://fs-ne.ws/XYbX30gQDeB

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Marne Martin, CEO of ServicePower explains why the connected customer is far more than just a marketing buzz phrase and focuses on the benefits of a truly unified platform...

In today’s consumer-centric economy, companies must do more than manufacture solid products for the home or business. Consumers consider the entire product lifetime value, from point of sale to the service experience, when deciding to buy.

They rely on sources other than brick and mortar showrooms to research and select products, often going to the web and most importantly other consumers’ reviews of products online. The connected consumer is no longer just marketing speak, and customers expect a differentiated service experience also from their connected devices or equipment.

What defines good service?

Whether providing service to a connected home or business, or simply on a faulty appliance or television, inspecting a wrecked automobile or damaged roof, installing a security system or a delivering healthcare supplies, ‘good service’ encompasses more than simply referring a consumer to a call center and then a service employee or contractor who may or may not call to schedule an appointment.

That model started changing in the early 1990’s with the growth in adoption of field service management software. Today, consumers expect more of service providers than scheduling an appointment and waiting for a technician to arrive.

What defines a great service experience?

A great service experience relies on improving the entire service lifecycle by providing Faster, Smarter Service on a Unified platform. The best field service management software supports the entire lifecycle, empowering consumers to digitally engage with you, enabling field technicians to deliver personalised service and providing a unified platform with modular functionality on which service operations can continuously optimise ongoing service delivery.

Let’s discuss how each below offers a digital, connected process that is differentiated from that of old.

Digital Engagement

Consumer engagement is critical to faster service. Providing an intelligent digital experience which enables customers to book appointments at their convenience with your trained and credentialed workforce, check status, communicate with technicians and track their locations is expected in today’s digital economy.

You also need one place that diagnostic data and added triage information available from the customer or the connected device or piece of equipment, service history, asset information that is easily available for both the customer and the technician. The days are gone where you want to send a technician out for something that can be handled remotely. Likewise, customers want to do more online, such as registering product purchases, buying additional products and services, and posting reviews of the service experience.

 

Consumers can research purchases and buy online, right now. Their expectations for service post-sale is exactly the same, and they also want their service experience to be ideally such that they want to buy more from the product or service brand.

The best field service management solutions easily engage consumers where, when and how they desire with the service contract provider.

Technician Enablement

Field service technicians, insurance adjusters, installers, delivery personnel- they are the heart and the face of the post-sale experience. As service industry employees, it is in their very nature to want to do well by your customers, to be faster and smarter at their jobs, so that they can delight every customer and walk away feeling accomplished. Enable them with the tools to do so as generally speaking, customers and technicians want the same thing – more up-time and better first time resolution rates.

Field service management and mobile software enables your teams to deliver faster, smarter service. Customer engagement software provides an end-to-end digital experience.

Artificial Intelligence-based scheduling software automatically positions techs for success, selecting the best resource for every job, and scheduling shorter, realistic service windows that techs can achieve, making service delivery faster for consumers. IoT integration revolutionises the service model, allowing field techs to proactively service and maintain products before they fail, and predicting future service requirements such that service contracts can be used to extend product life-cycles beyond the traditional break-fix model.

 

Mobile software with access to assets, inventory, service history, information and expert resources makes techs smarter at every appointment, armed to resolve issues through personalized service delivery, and adding value for consumers through additional services which improve the long term value of every product.

Unified Platform

Field service and mobile workforce management software set the stage for faster, smarter service delivery with a Unified - and integrated - platform.

Functional groups ranging from manufacturing and quality, to IT, marketing and sales, customer service and field service delivery require a unified platform which supports the full customer service lifecycle.

A unified platform improves your organisations ability to deliver faster, smarter services with employees, contractors or both, increasing service capacity and decreasing time to service. It can also standardises onsite process with configurable mobility, while decreasing the cost of service with schedule optimisation and dynamic, logic based contractor dispatching. No longer do you want to be making myopic decisions that don’t enhance your brand and the service experience for your customers.

 

A unified platform improves the process of performing service on your behalf for contractors, creating a faster, smarter model through integrated warranty claims management, which also reduces claim costs and fraud, ultimately better protecting warranty reserves.

A unified platform is the basis on which a great consumer experience is executed.

Transformational Service

The customers’ service experience with your organisation can be transformational.

Delivering faster, smarter service using a unified platform enables your field technicians to drive a better experience for your customers.

Customers experiencing great service become your most effective marketing and sales tools, loudly evangelizing about their experience through positive reviews, increasing sales, brand loyalty and long term service revenue.

ServicePower’s field service management solution empowers any organisation with a mobile workforce to deliver Faster, Smarter Service, while providing a Unified experience for customers, field technicians and your organisation.

We also offers a fully managed network of 3rd party service providers to enable rapid and high-quality on-demand “spill-over” servicing at peak times and in hard-to-reach locations across North America and the Europe.

 

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Marne Martin, CEO of ServicePower describes what field service management professionals should expect from their solution providers and offers some excellent intel on how to pick a partner that is right for your business...

Customer service, customer satisfaction, customer experience. Those are more than buzz word, more than trends in field service.

Field service organisations have recognised that to achieve the highest levels of retention and overall growth in consumers, they must focus on providing the highest levels of service. High service levels may mean faster service, less break-downs, higher first time fix in the field depending on the given industry and customer expectations, but regardless, the focus needs to be on what the customer wants.

We frequently find that the account management or sales organisations which hold the customer relationship budget, aren’t engaging as effectively as they could be with the service side of the organisation to put existing or new technology to use. Customer experience is about more than the CRM!

Using the latest in technology and mobile workforce management software, field service organisations are able to create a sales to service experience that is game changing and seamless.

Using robust integrations or other sorts of data inputs to take customer information in, utilise intelligent online portals which customers can use to engage, schedule, communicate, track service appointments and even purchase additional services makes service events a walk in the park versus a departure down the crevasse. Artificial intelligence, IoT and schedule optimisation software can improve the service experience through proactive services, real time appointment booking, higher schedule adherence and increased first time fix rates.

 

They can also facilitate scheduling your most important or more profitable customers first. Mobile software can enable field techs with the data, access and processes to delight each and every customer on every service call that mobile techs are truly enabled to be experts for every customer and asset by technology, not just their memory.

The question is, why should a field service organisation expect less than the best ‘customer experience’ itself from its FSM vendor?

Solution deployment

Field service management solutions are used by a wide range of organisations across many different verticals. The best FSM software should be configurable enough to support standard service processes, while also supporting processes unique to particular business requirement- without unexpected development.

And though business in general has become more accepting of cloud deployments, due to improved security, increased power of distributed computing and reduced costs related to hosted infrastructure, there remain industries, particularly in insurance, healthcare and finance, which cannot and will not migrate to a cloud-based deployment. The most versatile FSM vendors will not force migration to a newly built cloud platform simply to comply with its own roadmap, nor sunset functionality without providing similar, better options.

Look for vendors which can support your business today and in the future, based your requirements, not theirs.

Support

I find it ironic that with so much focus on improving the end-customer experience that so many FSM vendors in fact provide poor customer service to the field service organisation which they support.

Customer satisfaction isn’t solely focused on the end user. It starts with the sales process and moves through deployment, validation and recurring process improvement. The best FSM vendors define a solid picture of the desired end state for a deployment and then build a robust SOW around the deployment such that the intended outcome is achieved and improved upon without unanticipated cost or time overruns.

Evolving business requirements and changing consumer expectations dictate a continuously improved mobile workforce solution. To expect less than the incorporation of emerging technologies, new features and improved deployment options is ridiculous. Expect more. Rely on your FSM partner to proactively provide a better solution to support you and your customers, for the long term.

Value add

Deploying a software solution and walking away shouldn’t be the business norm. Nor is simply providing annual software upgrades the only ‘value added service’ you should expect. After all, you’re probably paying for support and maintenance. That’s what the fees are for!

Value added services are what increases your ability to provide the best customer experience to your customer, and in our mind, are really what define the best customer experience for your organisation.

The best FSM vendors can provide not only software solutions which improve your ability to execute the best service experience, but also your utilisation of the software, your labour strategy and possibly your labour capacity.

 

ServicePower’s team of experts excels at post sale value add.

Our teams, with an annual tenure of 15+ years working in software and field service management, work with your field service and IT teams to fine tune your deployment, prove your business case, improve performance, and plan for the evolution of your business and upgrades.

ServicePower also uniquely provides workforce strategy planning and outsourced managed services both in North America and EMEA.

Our client success teams have been on the ground, managing employed technicians and contractors for some of the biggest field service organisations in the world. We can lend that expertise to your teams in terms of evaluating your workforce, optimising your resources and executing a plan to integrate a contracted workforce element to maintain and improve your service levels.

We also offer a fully managed network of 3rd party service providers to enable rapid and high-quality on-demand “spill-over” servicing at peak times and in hard-to-reach locations across North America and the Europe.

ServicePower considers its clients partners, not ‘contracts’. We enter into relationships with the expectation that we’ll be our client partners trusted advisors, trusted providers of the best possible customer experience for themselves and their end customers.

 

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Marne Martin, CEO of ServicePower, discusses how the “intelligent” service organisation is able to meet increasing customer expectations whilst simultaneously driving increases in revenue and brand loyalty...

Productivity, for field service operations, is the means to an end of delighting both your customer and the C suite in your company.

Improved customer satisfaction and increased revenue are the holy grail of any field service department. If you are also able to do these two things using a hybrid workforce, your internal metrics and profitability of your service organisation can also improve.

Large enterprise organisations have long understood the value of artificial intelligence algorithms embedded within mobile workforce management technology, in its ability to improve productivity and efficiency of staffed mobile workers, as well as its ability to provide field teams with the process and information needed while on site to resolve issues in a single visit.

The power of big data, cloud computing, and machine learning are all proven to reap benefits of more productive, least costly schedules which improve overall metrics and customer-centric KPIs like schedule adherence and mean time to schedule. Service priorities can also be driven off of more than SLAs and start looking to customer profitability, propensity to purchase additional services, and a number of other emerging customer-centric areas that service organisations are starting to focus more on.

 

In the last decade, more and more of these same organisations have taken hold of the additional benefits of intelligently integrating contracted mobile workers into the labour mix, as well as the ability for customers to schedule into the time slots that a service organisation or manufacturer want to make available.

Using contractors expands capacity, in terms of availability, skills or geographical coverage, field service organisations can provide service when and where their customers require, in a manner that’s more consistent with an employee with a branded van.

In an “intelligent” service organisation, service is enabled to meet the customer’s expectations, drive increases in revenue, brand loyalty, as well as efficient capacity planning.

By using the available technology, plus a hybrid workforce model that looks to coverage and demand to assess what technicians you need where, the type, skills and training such that you can begin blending employed with contracted workforces, the next level of productivity beyond that of your peers can be achieved.

Field Service experts know service. But what can expertise in field service bring to complimentary sectors that are used only to point to point travel optimisation and not schedule or priority based optimisation.

The fact of the matter is that any business with mobile workers whether service, sales, delivery, inspection, home health care, etc. are dearly in need of the ability to drive improved schedule prioritisation, compliance and productivity.

Even financial services companies with work allocated to the back office can benefit from optimisation.

 

With that goal in mind, ServicePower recently released Boost, on the Salesforce AppExchange.

Boost provides any organisation with mobile workers beyond field service, to healthcare, financial services and sales teams, the ability to continue using their Salesforce application to manage customers and create work orders for when field based services, of any type, are needed. Then, using Boost, pass that list of work orders or tasks to ServicePower which uses our patented Artificial intelligence-based optimisation technology to produce a more productive, least costly schedule.

Boost makes schedule optimisation go far beyond only travel optimisation as it does both to achieve greater improvements in productivity, capacity and schedule compliance available to every organisation, easily, from the Salesforce AppExchange.

Start moving beyond just the CRM to after-sales service to prioritise your visits by propensity to buy, profitability on orders, or any other customer metric you feel important.

It’s also worthy to note that true optimisation is not geo-productivity or Uber-like logic. Products that claim geo-productivity or Uber capabilities do provide a mechanism to schedule a resource when a customer raises a hand for a service. So, is response time better in this scenario?

Yes, in so much as you have a worker in the field already sitting idle, you can see their proximity on a map, and send them to the new customer. It doesn’t limit the schedule costs, because it’s not taking into account the entire daily schedule. It’s reactive scheduling, which is nice if you have slack  capacity, but slack capacity costs money.

On demand scheduling is great, from a PR perspective. It doesn’t offer the proactive services customers expect from providers today.

Mobile workforce management software with optimisation does.

Boost, in particular, provides more than a point on a map. It provides an easy route to a real optimised schedule, using your existing Salesforce implementation, regardless of whether you’re managing 25 mobile workers or 1,000.

Find Boost on the Salesforce AppExchange at: http://sforce.co/2p4mKV2

 

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Marne Martin, CEO, ServicePower discusses the growing shift towards outcome based services and explains why it is key for field service organisations...

Mobile workforce management software is today a “must have”, not a “nice to have”, part of a company’s technology stack.

Organisations managing mobile or remote workers must ensure a consistent customer experience and grow revenue while still maximising the productivity of staff. They must do this while also managing supply and fluctuating demand, meeting SLAs, controlling costs, and ensuring consistent well branded service delivery. Technology is the best tool to use to achieve those objectives.

So if we know what the company needs, what does the customer expect? We know that customers expect better ‘outcomes’ for the monies they spend on service delivery. It’s not about just appearing on time and repairing the product or equipment any more.

What are outcome based services?

Outcome-based services acknowledge customers in a much different way than traditional break fix services. Customers have wants and needs, surely, but they also now require that more tailored or improved outcomes be driven by those wants and needs. They are no longer looking at just the specific qualities of a product or service, but at the ways in which each can use your services to meet their own goals.

Business outcomes are increasingly becoming a real selling point that differentiate one company from another. Focusing your service offerings more on business outcomes edge out the competition, build customer loyalty and longevity, and improve the lifetime value of each and every customer.

Outcome based service is not a new concept. Why is it top of mind now?

The simple answer is technology. Technology facilitates offering outcome based services in a way manual processes never could. Technologies like that enable hybrid workforces, optimise by customer priority, IoT, M2M and even a truly mobile workforce management software facilitate outcome based services like no other technology which have emerged in the last few decades.

 

These can be used by field service organisations to deliver proactive services, based on data and information which improves the overall experience for the customer by helping them use the products better, or more efficiently.

Solid commercials can also be built around the offering, including providing customers more opportunity to purchase complementary things they might need.

Outcomes based service delivery takes that proactive service model, facilitated by IoT/M2M and MWFM and layers on additional services to make that customer more sticky, long term, and it can even increase revenue or profits along the way.

How does a mobile workforce organisation transition to an “outcomes-based” approach to field services delivery? 

Offering outcome based services is the next generation revenue model in field service. The field service industry has long been a hot bed of technology and process innovation, especially as metrics have shifted to a customer centric model. In that customer centric model, customer satisfaction, retention, and / or additional in-brand purchases are the outcome desired.

Even more attention is being focused on relating payment structures to outcomes and paying based on up-time, not just meeting a maintenance schedule or a break-fix SLA.

Use technology to make the shift in a cohesive way. Software can be used to identify a product which requires maintenance to prevent a future failure, or to indicate, often before the customer is aware, when a product like a boiler in a manufacturing facility is about to fail.

Field managers can plan labour capacity based on failure data and maintenance requirements more accurately to reduce time to repair, meeting or exceeding contracted response times.

 

Since service organisations can predict future failures, and schedule and optimise teams into future schedules, remote workers can be proactively, intelligently deployed for repairs, reducing schedule costs while preventing total operational standstills that impact the customer’s productivity. Imagine the benefit of preventing a total line shut down at a plant because your team was deployed prior to a total seizure of a machine.

Maintenance schedules can be also created which improve equipment ‘up time’ and even proactively address upgrade opportunities which offer additional revenue.

Mobile workers deployed with devices outfitted with real time, integrated mobile dispatching software can access information to address the immediate needs, but also to tap into additional information, such as training and product usage guides, ‘how to’ guides, that add additional benefits, providing that new outcome for each customer, resulting in not only reducing the field service organisation’s own costs, but ultimately in improved customer satisfaction, increased sales of future service and maintenance contracts, accessories or replacement products at end of life.

Outcome based services facilitated by technologies like mobile workforce management software which provide analytics, capacity planning, mobile dispatch, and optimised routing to plan staff, create maintenance plans, mobile on site process, facilitate on site collaboration and provide customers with information and data, help field based organisations reduce the complexity of operating products like industrial boilers or elevators, and help customers reduce the operational complexity of product operation, while maximise usage of the products.

Why are outcomes-based approach so important for field based organisations?

The most important benefits of offering outcomes based services are loyalty and improved future revenues, as well as reduced operating costs. Think ‘customer for life’.

Outcome based services reduce the complexity of operating products, while providing value added services for your customers which increase the usage of products. That proactive approach improves the customer experience which leads to increased customer revenue in the future.

Outcome based approaches teach the customer organisation, as well as the field service teams, to value ‘up-time’ rather than focusing on ‘downtime’ which requires repair, minimising the time an asset is down or a customer is inconvenienced.

 

The technology exists right now to move to a proactive, outcome based service model. The most successful companies are the early adopters that use their mobile workforce management solutions to deliver the technology which supports this evolution. Don’t delay -- make the leap sooner, rather than later, before your loyal customers become loyal to another organisation

 

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Marne Martin, CEO, ServicePower talks us through a variety of different scheduling solutions and how they can turbo charge service delivery...

When I think of a ‘turbo boost’, a few images pop into my head. From Superman to a luxury car that eats up the track, a turbo boost ‘supercharges’ an action, with apparent ease, whether that’s saving the innocents or posting the fastest lap times.

In relation to mobile workforce management, a turbo boost to scheduling operations can be just what’s required to achieve the next level performance to drive customer satisfaction, retention and future sales and that turbo boost can only be found in true optimisation that places the power of cognitive computing and big data at your fingertips.

The automation, calculation speed, and schedule quality inherent in true artificial intelligence (AI) based optimisation engines maximises the productivity and efficiency of mobile workforces, while reducing costs and ultimately improving the customer experience.

 

Despite stories from the industry about prolonged deployments, platforms which require heavy development and customisation, engines which can’t process large volumes of work without failing or batching unprocessed job, real AI based schedule optimisation can boost your operation, and it does so with ease.

What does Scheduling Mean?

Mobile workforce management solutions (MWFM), have at their core typically ‘scheduling’, functionality which is used to manage mobile workers and at its most basic includes job scheduling, job dispatch and mobility software.

There are generally 3 kinds of scheduling solutions available which offer varying degrees of benefits, from white board / no optimisation solutions to the real, intra-day AI optimisation that enable your business to be much more productive and scalable.

Types of Scheduling

Basic Scheduling

Basic scheduling software requires building and managing a schedule manually. It’s labourintensive, doesn’t consider travel time, and doesn’t apply any computer logic to scheduling decisions, exception handling or schedule changes.

Most of these vendors offer something similar to Microsoft Outlook with drag-and-schedule functionality. Basic scheduling isn’t scalable, and doesn’t support any kind of complexity or manage large volumes of work well.

There is no turbo boost in this option; it’s more like a bicycle.

Automated, Rules-Based Scheduling

Larger volumes and complexity can’t be handled by basic scheduling. It’s too much and too hard for manual processes. It’s inefficient, costly and inaccurate.

Software which offers simple computer logic is the next option. Vendors often call these rules based computer programs ‘optimised scheduling’, but they aren’t.

Some of them do automatically build a schedule using technician skills, availability, and service level agreements, so these are a better option than basic manual scheduling. However, if these packages can’t use a simple rule based on the skill, availability, and SLA, they can’t schedule the jobs.

These really only fill white spaces. Filling a white spot on a schedule is not optimisation.

There’s no real turbo boost here either. This is like a scooter; there’s some power, but you’re not going very far or very fast.

Artificial Intelligence based Intelligent Scheduling

True route and schedule optimisation, such as ServiceScheduling from ServicePower, uses artificial intelligence algorithms, like Simulated Annealing, and our latest algorithm, Quantum Annealing, to intelligently schedule jobs using hard and soft rules in conjunction with configurable parameters to minimise overall costs, maximise service delivery margins, and reduce response times.

Real schedule optimisation packages select the best mobile worker for each job based on skills, geography, and existing jobs, while also considering required response time, and other configured parameters. They continuously reshuffle the schedule to create the most efficient, least costly version possible, all the while automatically accounting for schedule changes and exceptions.

 

Scheduling optimisation isn’t about manually scheduling jobs, or filling white space based on some basic, hard rules. Real-time or intraday schedule optimisation is about intelligent automation and is absolutely necessary for complex field service operations.

ServiceScheduling, and our Optimisation on DemandTM product, have been proven by our customers to yield:

[unordered_list style="bullet"]

• 15-50% productivity improvement of mobile workers based on intelligently, continuously optimising the schedule for decreased response times to customers
• Up to 45% increase in SLA compliance because the optimisation algorithms can account for required response time in the scheduling decision in real time
• Between 25-50% increase in mobile worker efficiency, including decreased cycle time and reduced travel time yielding improved customer satisfaction and service delivery margins

• Ability to process IoT alerts without manual intervention [/unordered_list]

   

What’s more important to understand about real algorithm based schedule optimisation?

It’s intelligent!

The algorithms give your team the power of ‘big data analytics’. It’s using your data, creating schedules and learning throughout the process, continuously re-crunching the data, continuously re-optimising, continuously improving the schedules, productivity and efficiency, without your team spending hours manually analysing and manually decided how the data impacts your operations.

Artificial intelligence based schedule optimisation is the turbo boost that your organisation needs to get around that curve fastest, at the least cost, to win, for your customer!

See Through the Smoke Though 

Given the obvious benefits to artificial intelligence based schedule optimisation, like ServiceScheduling, why aren’t all organisations, no matter the size or complexity, using the technology?

Good question...

There are several misconceptions worth addressing. Schedule Optimisation is hard to implement. No, schedule optimisation is not hard to implement. It can absolutely be deployed on time and on budget and maintain a long term return on investment.

What’s critical is working with a vendor that understands your operations, as well as what it takes to manage a mobile workforce themselves.

Development is required to support you unique business requirements.

Development is expensive and take a long time. The software should be configurable; it shouldn’t require development to deploy and it absolutely shouldn’t require IT resources to maintain basic changes in the business going forward.

Cloud first.

The software should be available in the cloud, to reduce costs and streamline security, or on premise if your security and privacy policies dictate an on premise deployment.

No software is future proof.

Software should support the evolution of your business. It needs to seamlessly and intelligently support scheduling and dispatching of any mobile worker, employed or contracted. It should support full mobilisation of processes, even those that differ by job or customer.

 

It should integrate the latest technologies like the Internet of Things (IOT) and M2M, to support new business opportunities such as proactive or outcomes based service offerings. ServicePower combined out entire platform in one easy to deploy, easy to pay for model, ServicePower Unity, for exactly this reason. It enables your team to use functionality as and when it’s needed by the business.

It’s hard to change vendors.

It doesn’t matter if you already use software to manage your mobile workforce. Safe passage programs exist, and schedule optimisation should be capable of being used in a plug and play model, to provide that turbo boost missing from existing software systems such as ServiceMax, Salesforce,  MS Dynamics or SAP.

ServiceScheduling and Optimisation on DemandTM can be used in conjunction with these software packages to improve the schedule  optimisation (or lack thereof) of what your team has already deployed.

A complete change out isn’t required.

ServicePower has architected its platform so that it can be deployed alongside industry standard CRM and ERP packages, improving the schedules generated such that you, too, can supercharge your field operations.

As an example, one of our clients, already on another FSM platform, was able to generate a 24% increase in productivity and a 29% return on investment by implementing ServiceScheduling. Our team at ServicePower has worked tirelessly to create a mobile workforce management software platform which ‘turbo boosts’ our client’s mobile workforce operations- maximising productivity and customer satisfaction, and achieving real ROI, easily, and quickly. It produces real results regardless of what other software our product must work in conjunction with to achieve those ]results.

We guarantee it.

 

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Marne Martin, CEO ServicePower explains the benefits of an integrated dedicated and freelance workforce and why scheduling them shouldn’t be a chore...

Service is going through an exciting change as businesses are finding more productive ways to satisfy the needs of their customers, while also improving their bottom line. We aren’t talking about “just” overflow or managing seasonality, we are talking about executing on a strategy that can fundamentally change how and the speed at which you provide service to your customers. As business moves forward, more and more companies have come to realise the benefits of a labour model that can really harness both productivity and customer experience advances.

In the past, technology, work flows and field service management techniques weren’t particularly reliable at managing a labour model that wasn’t either a dedicated workforce or a freelance workforce. But times are changing.

 

The capabilities of software that can handle the complexities of using both a dedicated and extended workforce are here. Having done this now effectively for more than a decade for many of the best known enterprises, here is our advice on such “hybrid” labor models, ensuring the highest productivity and customer satisfaction levels.

Let’s consider the reasons many organisations deploy a labour model utilising both a dedicated and extended workforce.

Availability

Customers want service now. An extended workforce enables expectations to be met when demand is high, and also buffers cost when demand is low. Using a mix of labour resources with appropriate credentialing and training expands your capabilities at a lower cost while also getting service to your customers sooner.

Cycle time management

Using cycle time calculations from business intelligence applications, businesses may distribute work to the mobile resources with the lowest cost or most desired cycle time metrics, both of which may fluctuate between employed and contracted resources, given current conditions, to meet customer demand. Cost can also be factored into this understanding that time is money.

Quality control

Organisations which deliver field based services may manage job distribution based upon quality of service metrics. Maximise your customer experience by ranking well liked technicians higher so that if they have capacity, they get the job.

Seasonality

Being able to simultaneously search and book employed or contracted mobile workers enables you to manage your workforce consistently, while also meeting KPIs during demand fluctuation.

Catastrophic events

Catastrophes are happening at a higher rate than ever before. It’s critical in those catastrophic situations for feet to hit the ground immediately to provide care and services, for instance to insurance policy holders. If you are a business that handles catastrophes, if you don’t have an extended workforce and also one that is tied into your core technology solutions, you should.

Extraordinary territories

The cost of expanding the reach of service where there isn’t significant and steady job density is high. To decrease costs and improve productivity,it’s best to schedule and route mobile workers to jobs in the closest proximity to each other, to the mobile worker’s start and stop locations, and within the areas they know best. If jobs are infrequent, the cost of credentialing and training a freelancer may well be more efficient.

Infrequent or out of the ordinary jobs

The same can be said for ‘out of the ordinary’ jobs. Consider smart home system installation or customer product education visits commonly associated with outcome based services. Both type of job requires special skills. Do you employ uniquely skilled individuals and wait for work to come in, or contract a scalable workforce able to provide these services as needed? Clearly the latter is the best choice for many businesses.

Cost control

Similar to quality or cycle time control, using business intel to derive job cost by labour channel enables organisations to evaluate the least costly mobile worker for a job, depending on skills, travel, and salary for instance. The least costly resource may be a contractor rather than an employee.

We suspect one or more of these scenarios apply to your business.

Intelligent, integrated dispatching

Mobile workforce management software traditionally, especially within the field service industry, meant scheduling. There are several flavours of scheduling, however folding contractors into the mix requires more than attempting to plug them into those existing scheduling solutions.

Utilising an aggregated dispatching software platform provides those same jobs sources with the ability to send their work alongside other aggregated work, improving operational efficiencies and reducing costs, for every member of the service delivery chain.

Adding an integrated platform with a robust, intelligent and real time scheduling algorithm to intelligently and quickly determine the best routing scenarios, while also having the ability to ‘reoptimise’ the schedule, moving the jobs in time as well as between employees and contractors based on real time conditions, is a major plus.

ServicePower has been instrumental in the deployment of integrated, mixed labour strategies since 2004 including the configurable options through our broker product to fully automate the intelligent and dynamic scheduling of either employees or contractors through a robust, fully configurable rules engine, enabling our clients to seamlessly provide the best, fastest and least costly services within their industries.

 

ServicePower Unity takes that one step farther by providing our entire mobile workforce management platform via a SaaS deployment, for one low cost. We’ve taken the ability to dispatch any field resource and made it simple to deploy and easy to pay for whether your labour force are dedicated or freelancers

Scheduling mobile workers to meet customer demand is far less complex when you have a partner that understands the needs of your business and technology that supports an integrated dedicated and extended workforce.

ServicePower processes more than three million job interactions a day with proven ability to drive customer experience whether your technicians are your employees or freelancers. Let us help you to make it easier for your teams to evolve your workforce strategy and customer experience.

 

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