Regardless of whether you’re presenting remote service as an optional “tool in the toolbox” or a required step in your service strategy, adoption is important and is touted as the number one challenge companies face in achieving remote service success. Therefore, it is imperative to think about how you’ll manage change related to the introduction, incorporation, or expanded use of this technology – and the broader strategy it is intended to enable. You also need to consider whether you want to take a more hands-off approach to adoption and allow employees to come around at their own pace, or if you want to put more specific measures in place to promote adoption and/or require compliance.

Enlist Your Change Agents

Striking the right balance between remote and onsite service might involve exploring company use function by function and scenario by scenario. For Munters, remote service is proving to be a valuable first line of defense but is not in any way intended to detract from or replace onsite interactions. “In warranty cases specifically, it’s a process to start with remote service before you go onsite. I see a shift towards more remote service, but not just because of this solution. I see it because we connect our devices and remote management as a whole service offering. Meaning, I connect to the device, and I maybe include the customer to say, “Hey, I’ve seen this. Can you try this?” That combination might come to a better diagnosis and maybe a faster resolution,” says Roel. “That said, we are still very much an onsite visit company. That mentality is still in there, and it is important to consider the role this plays beyond the actual issue resolution. Customer visits are imperative for our technicians to have the relationship with the customers as a trusted advisor. During visits, sometimes technicians pick up on things that a customer might not be seeing or saying remotely. This is all very important. You can’t lose sight of the customer. It’s not your own efficiency and effectiveness that should be your priority; it is still the customer that is your priority. Finding the right mix of the two is what will make it you can work in an efficient way.”

Of course, in prioritizing your customer needs you have to realize what their specific challenges, restrictions, and objectives are and ensure your strategy aligns. “I think there’s a little uniqueness in how wide what we work on is. We work on thousands of different models and manufacturers of equipment because the kitchen is so diverse,” explains Gyner. “As a support mechanism or competency leveler, I see remote service helping this industry. The customer engagement with remote assistance, though, is more complicated in our industry. There’s a level of safety that is a real consideration. And there’s also the reality of how our customers are resourced and how this constricts them from engaging in remote service. They often have a limited workforce. If you go into a Chipotle, for example, there may be three to six employees working at any given time. To pull one of those employees off and put that expectation on the customer to engage in remote service isn’t entirely realistic. Their focus is on delivering the menu to the customer and providing a great guest experience, not having an employee fix a fryer.”

Opportunities for expanding the strategy certainly exist outside of customer involvement, however, in ways that still have a direct impact on customer experience. “Knowledge management is an area where we see a lot of opportunity. We want to record the remote service sessions, upload them to our LMS and attach metadata so that it is searchable by the technician and information can easily be found relevant to a wide variety of problems to speed resolution and help transfer knowledge from one employee to another,” says Gyner.

"That said, we are still very much an onsite visit company. That mentality is still in there, and it is important to consider the role this plays beyond the actual issue resolution. Customer visits are imperative for our technicians to have the relationship with the customers as a trusted advisor."

As you consider what your remote service strategy should look like, you should be looking for opportunities to automate inefficiencies and non-value add work so that the time you do spend onsite is maximized in impact. “Much of field service is not necessarily an efficient use of people’s time. In a country like the UK or like Germany, if you’re in a central city region, sometimes the longest part of the job can be just the driving to sites. We’ve found that it can be one or two hours driving to site if a technician is driving into London, for example. And actually, they know what’s wrong, sometimes within 10 or 15 minutes of being on site. And then it’s the same journey back home or back to the office, so it’s quite inefficient,” says Karl. “What we’ve started to use IFS for is to actually have eyes on to the equipment before we arrive and what we’ve been able to find actually by doing that is that very often, it’s not a warranty problem, it’s perhaps an installation issue or there’s a wire crossed over, something like that. So, what we’ve said to our teams now is that we must support the customer of course but let’s use remote assistance first, so that we can get the unit operationally quicker without the need to dispatch an engineer. It allows a quicker response and, it’s enabling us to do that in a more effective and efficient way as well. This is valuable for an OEM, because it’s very difficult to recover those costs once you’ve dispatched an engineer. Very often, it’s warranty, so it’s seen as free of charge because it’s a manufacturer’s issue. But in reality, it’s difficult to recover those costs when you’re on site, you’ve dispatched an engineer and then you’re saying to the installer or the customer, “I’m sorry, this is not a warranty issue and it needs to be paid for.” So very often, we will do it as a gesture of goodwill. Remote assistance enables us to achieve the same goodwill result without any real cost for us other than maybe a few minutes using the remote assist to aid the customer.”

FortisBC, on the other hand, doesn’t see an evolution to remote-first or for prioritization of remote service, rather views the technology as another tool at the technician’s disposal. “At this time, remote service remains a valuable tool in our technician’s toolbox, but we do not have any immediate plans to move towards a remote only strategy,” says Scott. “Remote service has helped us ensure our customers can still receive a high level of satisfaction in uncertain times through this pandemic and will remain a valuable technology to assist in service delivery post-COVID.” 

Utility FortisBC is an example of a company that turned to remote assistance specifically to adjust to trying to maintain service amidst pandemic circumstances. “We were limited in entry into our customers’ premises,” explains Scott Lowes, Construction Supervisor at FortisBC. “Remote service software has allowed our field employees to continue working and providing the best possible customer experience throughout the pandemic, while increasing their safety and reducing potential exposures.” While FortisBC’s initial use of remote surface stemmed from the pandemic, the organization sees potential for use of the technology far beyond those needs.

"We have also successfully deployed our truck driver MFP Program, using augmented reality with our truck driver delivery program to reduce the deployment of a new MFP from three visits to one"

Panasonic Heating & Cooling Solutions Europe also acted fast to put remote service in place for business continuity during COVID. “Remote assistance was not yet on our road map prior to COVID. The pandemic obviously advanced the need to have something in place pretty quickly. We started this journey with IFS around April of 2020, right at the UK lockdown time. And of course, primarily, we wanted to provide support to customers. We couldn’t dispatch our engineers in the way that we were used to doing, whether that was for direct line product support or some kind of technical support,” says Karl Lowe, Head of Panasonic European Service at Panasonic Heating & Cooling Solutions Europe. “What we’ve found since we’ve gone live with this technology is that our resolution time has been really quick. We’ve had cases where we’ve had a heating problem in a client’s home, and we’ve been able to use IFS to have the heating operational again within 16 minutes. Normally, that would mean maybe a day’s wait for an engineer to be available and then the engineer would drive to site and then spend some time on site. With remote service, within 16 minutes, the heating is back on and the client is happy. It’s helped us and it’s also helped the client. When it comes to heating, if it’s down and it’s not operating, the customer can’t wait too long before there’s a solution. So, for us, IFS Remote Assistance is key to be able to provide high first-time fix rates, high resolution rates but quickly, so that the downtime is kept to a minimum.”

The company has also been struck by the unique way in which remote service technology allows the sharing and transfer of knowledge in an easily accessible, global manner. “Panasonic has tended to work almost silo by silo or country by country, just because that’s how we’ve been organizationally set up. But what we’ve found with remote assistance is that location doesn’t really matter anymore. As such, we’ve been able to network and link our service organizations together,” explains Karl. “So rather than being a siloed service organization, say for example, the UK, has been able to call in an expert from Panasonic in Germany, obviously language allowing. But bringing them into the call to support them. That enables greater knowledge transfer, which certainly for me, is super important because you do get those technicians that have been in companies for an awful long time, they’ve got a wealth of experience. And it’s difficult sometimes to get that experience out into the younger members of the team, the least experienced guys that are struggling to pick up that knowledge. Where with IFS Remote Assistance, we’ve been able to bring them into calls to provide, again, a quicker solution for the customer but also the engineer learns something at the same time as well."