Overcome the Barriers to Remote Service Success

Oct 08, 2021 • FeaturesWhite PaperDigital TransformationIFSCovid-19Remote ServicesGLOBAL

In this third feature from a series of excerpts from a recent white paper published by IFS, we look at how field service organisations can overcome the barriers to achieve remote service success.


IFS Whats Your Remote Service Strategy?

This feature is just one short excerpt from an white paper recently published by IFS.

www.fieldservicenews.com subscribers can read the full white paper now by hitting the button below.

If you are yet to subscribe you can do so for free by hitting the button and registering for our complimentary subscription tier FSN Standard on a dedicated page that provides you instant access to this white paper PLUS you will also be able to access our monthly selection of premium resources as soo as you are registered.

Subscribe to Access


IFS_Logo_Positive_RGB-1Data usage note: By accessing this content you consent to the contact details submitted when you registered as a subscriber to fieldservicenews.com to be shared with the listed sponsor of this premium content IFS who may contact you for legitimate business reasons to discuss the content of this white paper, as per the terms and conditions of your subscription agreement which you opted into in line with GDPR regulations and is an ongoing condition of subscription.


While remote service technologies can have a very positive impact for businesses that reach far beyond their obvious pandemic use case, the reality is that making proper use of the technology is not without its challenges.

First and foremost, companies must understand that augmented reality and remote assistance – like any technology – must be part of a broader, well thought out strategy to have the desired impact and to result in ROI. When you think about the primary use cases for remote service – better customer experience, knowledge transfer, increased speed and effectiveness of training – you can see that the technology addresses needs that demand innovation and alignment beyond one particular tool.

The technology you select needs to fit within this broader strategy and within your digital landscape. “One of the key steps to us selecting the best tool was to ensure we completed a thorough analysis and pilot with a wide range of skillsets involved,” says Scott. If you’re newly incorporating this technology into your business, Roel suggests starting with a function where you know you’re likely to have quick success and impact. “I would suggest starting with internal use first to test it and see that people get acquainted with it and then add customer support in as well,” he says. “Try out some of the different tools on the market. Get a few licenses, spend some hours, and make a list of criteria that you think is most important. For us, connectivity, ease of use, price, and integration with your existing field service management system were important.”

If you know at the outset that the tool will be used in a customer-facing manner, be sure to consider their experience from the very beginning. “Don’t pick the technology and then try and make the process fit,” cautions Marlene. “Think about the customer experience, what you want to get out of the service, your desired result, and how it best serves the customer, then match the technology to those requirements. Also, don’t think one tool will solve the issue, and you may need two or more tools to help facilitate resolution.”

The Criticality of UI

User interface is important, both for internal workers and customers. One of the positives for many of the solutions on the market is that they can be used along with your existing hardware and can be easily accessed by customers using a simple link, without the need to download anything. “All of our techs have an iPad and an iPhone and use the iPhone for remote service,” says Gyner. “Because blue collar workers may be technical repair specialists, but don’t necessarily like technology, so the ease of use is super important in the adoption.”

Keep in mind that user experience is impacted by more than just the UI of the tool you select. “Connectivity was a bit an issue for us and we found we couldn’t use the technology in every location,” explains Roel. “You need to ensure that bandwidth is sufficient for the video stream and we discovered something in our own network setting that caused us not to have such a good connection. So, be sure to do proper testing to remove that burden from your customers and ensure their experience is seamless.” The consensus seems to be that the technology is remarkably easy to deploy but can be a bit more challenging to gain full acceptance of to drive true adoption. “Remote Assistance was very easy for us to roll out,” says Karl. “In fact, actually, the hardest thing was the mindset change internally, with having colleagues start to use this and trying to think of the tool as a different way of working rather than seeing it as an additional tool within their toolbox to apply. We’re working to create some kind of governance structure about how it should be used, when should it be used and that has actually created a lot more thought about how we work now and in the future.”

“Adoption is a challenge because your more senior technicians see technology as a threat to their competency,” says Gyner. “You can get past that by discussing the ‘why’ behind your decision to use remote assistance tools. For instance, explain that in scaling the business you don’t want your workforce working 50- or 60-hour weeks; you want to help them do their jobs more efficiently to enable their success."

Remember that remote service isn’t just an adjustment for your workforce but can be for your customers as well. Some may welcome the opportunity to engage in a remote service interaction, but others may show some initial resistance. “It’s a mentality thing. All of a sudden, I go to my customer now saying I will first try that remote session. That’s an adjustment,” says Roel. “But many of our customers are asking for it. They realize it is helpful for them and easy to use.”

"The hardest thing was the mindset change internally, with having colleagues start to use this and trying to think of the tool as a different way of working rather than seeing it as an additional tool within their toolbox to apply."

Karl, COO of Smart Care Equipment Solutions

Tackle Change Management to Create Companywide Adoption

One of the points that comes up in many of my conversations is that promoting adoption of remote service technology can be a bit tricky because, at least currently, for most organizations it isn’t a mandated tool or standard part of the workflow. If it is being presented as something that is valuable, but optional, it is easier for those who prefer the status quo to stick with just that and simply let the tool sit. Of course, this particular challenge is negated if you get to a point where your service strategy is remote-first and therefore the process is required, but many companies aren’t there yet – or don’t plan to be.

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

At FortisBC, the focus has been on finding and leaning in on internal change agents. “In my opinion, the key to success is to manage the change and have passionate team members who will push the project forward even in the face of challenges,” says Scott. “From what I have seen in our employees’ adoption it has been largely resistant to the changing work model. Part of seeing our success, however, has been having employees who can buy in and drive the change from the ground level.” While not unique to remote assistance, the concept of finding these internal change agents and empowering them to advocate for the change at the peer level proves impactful.

"We turned to remote service because we wanted figure out how we could bring the competencies of our trainers, who knew those pieces of equipment well, out to the field more quickly to drive down those callback ratios."

Steve Lowes, Construction Supervisor at Fortis BC Digital Services

At Munters, the company isn’t mandating use of the technology but is working hard to amplify its value and impact and to remove any barriers or objections to use and adoption. “We make the technology available at the central level, but we don’t demand its use,” explains Roel. “What we do focus on is removing their objections to its use – it’s too expensive, or whatever else it may be. We also focus on creating super users from which we gather feedback and make adjustments to show are listening and will continue to invest in the tool’s success.”

Gyner points out that in instances where you’re leveraging the technology between frontline and back office workers, you need to ensure that you have those resources aligned in the proper way. “I explained our use cases – for example, ice machines, for which a very small subset of technicians were represented in our pilot,” he explains. “If that’s what the use case is focused on, then the experts on that equipment needed to be available when the technician needs them. You can’t have a technician initiating a session and have no one on the other end to be able to help. If that happens, that is the moment when you lose his heart or her heart. As soon as there is an unavailability or an access problem, they just lose heart in adoption. Especially if they were already skeptical.”

For some, like Panasonic Heating & Cooling Europe, the experience of the pandemic has created a greater openness to change which may not remove but perhaps will minimize resistance. “The experiences of the pandemic, the working from home, the fact that the service organization had to find different ways to support customers, it has all shown us that different things are possible,” says Karl. “It helped us to see that this technology isn’t something necessarily to be afraid of but something that is a real game changer and something that we’re really only scratching the surface of what’s possible.”


IFS Whats Your Remote Service Strategy?

This feature is just one short excerpt from an e-book recently published by IFS.

www.fieldservicenews.com subscribers can read the full e-book now by hitting the button below.

If you are yet to subscribe you can do so for free by hitting the button and registering for our complimentary subscription tier FSN Standard on a dedicated page that provides you instant access to this white paper PLUS you will also be able to access our monthly selection of premium resources as soo as you are registered.

Subscribe to Access


IFS_Logo_Positive_RGB-1Data usage note: By accessing this content you consent to the contact details submitted when you registered as a subscriber to fieldservicenews.com to be shared with the listed sponsor of this premium content IFS who may contact you for legitimate business reasons to discuss the content of this white paper, as per the terms and conditions of your subscription agreement which you opted into in line with GDPR regulations and is an ongoing condition of subscription.


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