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.”