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What happens when two IT giants using different versions of Tesseract’s service management software decide to merge? In 2015, IT solutions provider XMA found out by embarking on a major systems amalgamation with Alan Sugar’s company Viglen.

In late 2013, Alan Sugar, business veteran and star of hit BBC TV show The Apprentice, decided to sell major PC builder Viglen to XMA’s parent company, Westcoast Holdings. Westcoast took the decision to dissolve Viglen as a corporate entity but allow the Viglen brand to endure as part of XMA.

XMA uses Tesseract’s service management software to govern its print services division, namely the installation and maintenance of printers and photocopiers under tailored, all-inclusive printing and copying contracts. Viglen uses Tesseract’s software to manage the production of its PCs, as well as all warranty and maintenance contracts offered with them. At the time of the takeover, XMA and Viglen were using two different versions of Tesseract’s software, both of which were out of date.

A skill set overlap

As the two companies came together, XMA realised that it now had two customer service desks with a major skill set overlap. One was at the XMA head office in Nottingham. The other was at the former Viglen head office in St. Albans, which has remained the centre of operations for Viglen PC production and maintenance since the takeover. (Famously, it’s also where the BBC films the ‘walk of shame’ sequences on The Apprentice.)

“In terms of dealing with customer support requests, we found that our agents in Nottingham were using the same skills as our agents in St. Albans,” says Vaughan Tyas, IT Manager at XMA. “The problem was having two very different Tesseract systems to look at. We decided that we needed to rationalise this so that agents in both locations could take calls for printer maintenance and PC warranty and maintenance.”

 

This was the main reason why XMA saw fit to merge the two Tesseract systems and bring all the data for XMA and Viglen under one umbrella.

A step up from the old systems

As a result of the Tesseract merge, XMA still has two service desks across two sites, but they share a unified service management software system. Each site now uses a single toolset to record calls, diarise and dispatch engineers, dramatically improving efficiency.

Furthermore, XMA was able to upgrade to the latest version of Tesseract’s Service Centre, SC5.1. Previously it was using SC5, while Viglen was using the much older SC4.2. The upgrade to SC5.1 has brought a range of improvements, including enhanced task automation and a new user interface with simpler navigation. Unlike previous versions, SC5.1 is also completely browser-independent, allowing users to run the software on any browser on any device.

Still, the biggest benefit for XMA is the Advanced Program Interface (API) that comes with SC5.1. Previously, Viglen was relying on a variety of bespoke mechanisms to allow Tesseract to communicate with other Viglen systems and pieces of software. These mechanisms were created by Viglen using old, inflexible technology and could not be developed or evolved. This restricted the company’s ability to upgrade its service management software and was largely the reason why Viglen was still using SC4.2—originally released in 2001—at the time of the takeover.

 

These outmoded systems integrations have now been removed and replaced by the flexible, Tesseract-supported API that is built into SC5.1, which means all the integrations are maintained in-house by Tesseract.

“The new API is so much more versatile than the bespoke integrations we had before,” says Vaughan Tyas. “It means we’re no longer in a cul de sac if we need to upgrade again.”

What were the challenges?

The biggest challenge XMA faced when embarking on the Tesseract merge and upgrade was dealing with the data from the two systems. In particular, each system had different serialised product and service codes for the same actions. These codes needed to be the same in order for XMA to use SC5.1 as one unified system.

To accommodate, Tesseract was able to implement a data translation algorithm to synchronise the codes and bring the two systems in line with one another.

How have things improved? 

Now that the systems merge and upgrade is complete, XMA has seen a substantial rise in operational efficiency and productivity.

Staff are no longer working two systems, dramatically cutting back on time and manpower, and the company doesn’t need to over-resource to make sure it has agents who know how to use each system. In addition, SC5.1’s new and improved functionality has made a number of the company’s processes quicker and easier.

 

“The other good thing is that for our agents, it’s just business as usual,” says Vaughan Tyas. “The implementation was smooth and the training was easy, because they were all so familiar with the previous Tesseract systems—and SC5.1 is even more user-friendly than those were.”

 

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GMS Espresso has woken up and smelled the coffee. In order to bolster its efficiency and lay strong foundations for the future, it is teaming up with Tesseract.

GMS Espresso has been supplying, installing and maintaining coffee machines and equipment for nearly fifteen years, but have been relying on a server-based piece of software that just isn’t moving with the times.

“The problem is, our current software isn’t adaptable or future-proof,” says Seamus Doyle, Operations Manager of GMS Espresso. “This is partly because it’s server-based. If we want to change something or introduce a new kind of report, we have to give notice and wait for them to come and install it. That’s one of the reasons we sought out Tesseract, because they offer SaaS.”

SaaS - Software as a Service - means GMS Espresso will pay a monthly subscription to use the service management components of Tesseract’s Service Centre 5.1 (SC5.1), which are centrally hosted by Tesseract. The benefit of this is that GMS Espresso will receive new features, improvements and updates regularly and instantly. It also means, if there’s an issue, fault or inefficiency anywhere in the system, Tesseract will fix it immediately in-house.

The coffee enthusiasts were also encouraged by SC5.1’s user-friendliness, which is a huge cut above their current system. Doyle explains that they would often have to go round the houses to get even basic things done, whereas the new software  is a lot more efficient and easy to use. It was actually one of GMS Espresso’s own customers who recommended Tesseract, because of their own experiences with the software — testament to  the company's influence in the service management industry.

“We’ve had a really good experience with Tesseract,” Doyle adds. “They’re always on hand to answer our questions and make sure we’re understanding everything. They’re also providing regular training to help our people get to grips with the new system, and are always willing to work around our schedule.”

 

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Click here to find out more about Tesseract software solutions

 

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Security and communications company Total Integrated Solutions has deployed Tesseract's service management software as part of a major restructuring programme designed to deliver more towards more proactive service and maintenance solutions for customers.

Total Integrated Solutions (TIS) has grown from the company that brought television to Mansfield in the 1950s to a highly recognised and valued brand within the UK’s communications and security systems industry.

With clients ranging from the University of Leeds to the MOD, TIS specialises in telephony, data integration, television and satellite distribution, marine communications, CCTV and fire and intruder detection systems.

Now TIS is restructuring in order to better serve its customers. It recently implemented a new ERP system but found that, while the system is strong on finance and contact management, its service element wasn’t ticking all the boxes. So TIS sought out Tesseract.

 

“Tesseract is one of the most highly rated platforms out there,” says John O’Hanrahan, Head of Service Operations at TIS. “We were aware of them because some of our competitors use them, and we’d heard good things about them from the industry. Following a demonstration from Tesseract, we saw that they offered exactly the level of detail and functionality we were looking for."

Tesseract’s service management software will be integrated with TIS’s ERP system.

It will replace its current, much more manual incident management operation, which requires staff to allocate engineers to deal with issues based on their own knowledge of the engineers’ skill sets, locations and availability.

With Tesseract, everything is automated, improving workflow and visibility and saving TIS a huge amount of time, time which the company can reinvest into working more closely with its customers.

Tesseract’s asset management tools will also help improve the solutions TIS offers to customers. John O’Hanrahan explains,

“Each time a customer logs a fault with a CCTV camera, Tesseract builds a history into that asset. If the camera keeps breaking, it means we can get to the core of the issue and look at more proactive solutions than just repeat repairs. This helps our customers save money, an objective that’s at the forefront of what we do.”

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Tesseract is helping British Gas expand and diversify by optimising service management at its renewable energy division, British Gas Heat Networks.

Tesseract is helping British Gas to increase the volume of its work and expand its offerings by optimising the service management operation at British Gas Heat Networks (BGHN), a growing division of the company specialising in renewable energy sources and cutting edge new methods.

BGHN began its life as Econergy, designing and supplying biomass heating solutions. Biomass systems – a carbon-neutral solution to the world’s ever-dwindling supply of fossil fuels – rely on heat generated from burning quick-growing, renewable wood instead of gas. British Gas purchased Econergy in order to diversify, to offer customers a wider choice of energy options, and to explore more renewable energy sources and environmentally friendly heating solutions.

Biomass heating solutions continue to be the primary focus of the division, which was renamed British Gas Heat Networks in December 2014. Biomass boilers are provided to anyone who wants them, including private residences, council offices, care homes, schools, rural estates and commercial premises. BGHN offers a complete solution, from initial consultation and project development to design and installation to operation and maintenance, courtesy of long-term heat supply and energy management contracts.

But where does Tesseract come in? Essentially Tesseract looks after the service and maintenance side of things. Following installation, BGHN relies on in-house engineers and a variety of subcontractors to maintain the installations at its clients’ premises. Tesseract’s Service Centre 5 (SC5) is used to manage these engineers and subcontractors, looking after both planned and reactive maintenance at customer sites.

Before the implementation of Tesseract’s service management software, BGHN relied on a predominantly manual, paper-based process to deal with planned and reactive maintenance tasks, plus a modicum of software. Most of the work was scheduled using Excel spreadsheets. Nothing was live, instant or particularly visible.

“We were growing, so we decided we needed better software,” says Kim Dornan, Customer Service Manager of BGHN. “Our old paper-based system had become unmanageable, and we decided we needed to implement a service management software package like Tesseract’s, in order to expand further.”

 

In October 2013, BGHN implemented Tesseract’s full SC5 package, utilising the full range of functions, including remote engineer access, stock control, parts centre and reporting. Now, staff at BGHN do not have to look at spreadsheets to determine what planned maintenance tasks are coming up, or use spreadsheets to log new reactive tasks.

“When we load a contract onto the Tesseract system, Tesseract now tells us what needs to be done and when,” says Dornan. “Before, we would have to enter details onto a spreadsheet and keep looking at it to know what work was coming up.”

Tesseract’s browser-based software can be accessed on all internet-capable devices. Thanks to Tesseract’s Remote Engineer Access (REA), which completely streamlines field service management, BGHN’s engineers can now log in remotely to the Tesseract system from their smart phones, laptops or tablets. They are able to view calls for dispatch, raise parts requests, look at the call history of a site, close down jobs, generate reports and raise same-day invoices. All of the data they input is live and fed back to the office instantly, allowing for much better visibility. REA also has handy offline capability; data can still be entered even if the internet signal is lost, and will be transmitted to BGHN as soon as the signal is restored.

Thanks to Tesseract’s software, a whole labour-intensive, paper-heavy process has been eliminated from BGHN’s operations. As a result, BGHN has been able to increase the volume and multifariousness of its work.

“Tesseract has enabled us to take on more work, and expand the range of services we offer,” says Dornan. “We now employ more in-house engineers and look after more clients. And while our specialism is biomass, we have a number of subcontractors we use for specialist gas work and working with different heat pumps. It means we can offer a more expansive and varied service.”

 

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When business growth meant ENWA Water Technology UK had outgrown its existing service management software software,  it turned to Tesseract to chart a new course. 

ENWA Water Technology UK (EWT UK) specialises in water treatment systems for heating, cooling and process water applications, are charting a new course with Tesseract’s service management software.

The company distributes and services all kinds of water treatment technologies within the UK, with clients ranging from Heathrow Airport to Great Ormond Street Hospital to Imperial College London.  The company established a marine department in 2011,  supplying water treatment solutions to large oil tankers, rigs and offshore storage and production platform, and has grown significantly over the last five years.

This growth brought challenges for the service management software package that EWT UK already had in place. They realised they needed a more efficient, streamlined system in order to be as productive and profitable as possible. “Our previous software didn’t fail; we just outgrew it,” says Glenn Simpson, Manager of EWT UK. “We decided to look for the right software to enable us to move forward and grow, and that’s how we found Tesseract.”

A high degree of organisational efficiency in the servicing department was a particular need. For that reason, the ability to integrate Tesseract’s user-friendly Remote Engineer Access solution with EWT UK’s existing systems was essential. The flexible software is also capable of being integrated with the company's Sage accounting software, another important advantage that drew the company to Tesseract.

“Tesseract came in and demonstrated that, essentially, their software has just what we require,” says Simpson. “Actually they came in twice, which was good because it takes time to get your head round these sorts of things. We’re looking forward to a very rewarding partnership.”

 

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What should businesses consider when deciding whether an On-Premise or a Cloud solution is the best fit for their business? In Part One, we explored the attractions of the Cloud. In Part Two we take at look at why some field service companies still prefer an on-premise solution.

Judging by the amount of publicity recently about the Cloud and its benefits for business, you might think that every company is planning to migrate IT systems to it, including ERP and field service software, or at least thinking about it.

Filter out the noise, though, and it becomes apparent that there is resistance out there and for reasons other than mere reluctance to adopt a new way of managing the company's IT infrastructure. So why might on-premise still be best for your company?

Connectivity

A hosted cloud-based field service may not suit your business, advises Simon Spriggs, account manager Exel Computer Systems. "One reason many companies retain an on-premise ERP solution is the unreliability of their broadband connection. Broadband speed has a major impact on the efficient running of the business. It's not just field-service data going to and fro down that pipe, but everything the company does electronically. If the connection to the Internet fails, you won't be able to communicate with your engineers, manage workflows or give customers real-time information."

[quote float="left"]One reason many companies retain an on-premise ERP solution is the unreliability of their broadband connection.

 

Legacy systems

"Organisations which have made a big investment in data flows are naturally reluctant to migrate all their activities to the Cloud," points out Steve Mason, Vice President International Sales for Streetsmart, Click Software's service management app for SMEs and SMBs. While Click has been one of the pioneers of Cloud solutions, it also has a long heritage of providing on-premise solutions to customers who prefer to keep their activities behind the company walls. Mason likens the current debate to similar discussions that took place when companies migrated from investing in their own mainframes to having virtual servers. "It took time to build trust in those virtual systems. Moving all your processes to the Cloud is a major step: it takes time and people to plan it without disrupting normal business activities. Companies may well have more urgent priorities."

Larger companies will have made a significant investment in Enterprise-class software ERP and won't want that diluted by going to the cloud, accepts Mason. "Companies will have customised legacy software they are reluctant to adapt or processes they are not yet ready to change. They may also have a long-term contractual commitment to their systems integrator or software supplier."

When ERP systems were developed the need to incorporate mobile workforces was minimal" points out Neil Lewis, Consulting Director, EMEA Sales, ServiceMax. "Mobility projects were silos within a company. Today, not only are there much larger numbers of mobile workers, they need greater integration with those on-premise ERP systems from customer databases to accounts."

 

ERP solution providers have bought mobile solution providers to bridge the gap between ERP and mobile, he points out, but integrating old and new technologies is never straightforward. "How do you ensure the same employee can access the ERP from the office and from their mobile device. It might require modifications to the ERP or to the mobile system to get it to work and that is trickier with some ERP system than others. ServiceMax operate a single platform that automatically takes care of any device the field engineer is using. Configuration is done in one place and automatically deployed to the various devices."

Half-way house

Some companies have adopted a half-way house strategy in which they retain on-premise ERP, but migrate some activities to the Cloud, particularly those with a large customer-facing elements such as CRM and field service. "CRM was in the first way of Cloud migration because the need to deliver excellent customer service required greater integration with internal data silos than is often possible with legacy ERP systems," points out Mason. "Start with those apps which will leverage the most immediate gains to the business, make data streams more agile and easily-accessible from mobile devices, " advises Mason.

The complexities of integrating mobile workflow processes into legacy data streams is one reason field service solutions are often in the Cloud while ERP systems. "If your field service solution is browser-based, a lot of the integration issues are taken care of," remarks Spriggs. "It also future-proofs your investment."

Most of the field service software companies can integrate a Cloud-based field service app or platform with on-premise ERP systems. "Solarvista LIVE will connect to virtually any on-premise system via our NET technology which is designed to connect on-premise systems (private) to systems in the cloud (public)," points out Paul Adams, Marketing and Development Director, Solarvista. "Our connection tools support the major communication protocols, so you can be sure your data is secure."

"We have found that the service management industry is a diverse bunch with different requirements so we offer the ability to Pick ‘n’ Mix," says Colin Brown, Managing Director, Tesseract. "Some customers take the rental and support option but would rather install the software on their own server; other customers require remote hosting and support but they prefer to buy the software and others want the whole SaaS package of hosting, rental and support. With all three options, the internet and/or an intranet are the delivery routes."

 

Whether on-premise or Cloud solution, productivity will be affected if engineers are unable to work unless they are connected, so any mobile app should facilitate that, says Adams. "Our Mobile apps are designed for field-based users and operate on an occasionally-connected basis."

It's a mistake to assume that all field service platform solutions include off-line capability and automatic synchronisation, warns Lewis. "Engineers need to be able to download their jobs for the day, update schedules and customer history, for example, without being connected, and to have all that data automatically synchronised without manual intervention when communications are restored."

Security

While concerns over security have abated somewhat, some organisations remain sensitive about their data being in the hands of a third-party. With on-premise-solutions, all software resides behind that wall. Your own IT people can check authorization attempts and manage system access. There's always some risk involved in moving systems and data outside the physical walls of the business, which is there is so much emphasis on choosing the right Cloud platform provider and on service level agreements if you do go that route.

Some service organisations operate in industries where there are strict compliance and regulatory rules. Some sectors require high levels of access security, making on-premise solutions the pragmatic solution. However, bear in mind that asking mobile workers to go through myriad layers of protection to gain access to the system will have a detrimental effect on productivity.

 

IT resources

Don't under-estimate the IT skills and cost of investing in an on-premise solution, advise our experts. "Do you have the resources to manage IT requirements internally, including server management? What is the budget and the available IT resource to manage things on-premise going forward?" These are key questions, says Simon Spriggs. "If there are any concerns about the level of IT commitment required, the Cloud may be the way to go. However, it is worth remembering that the service model is always a more expensive option long-term than the outright purchase mode." This is especially true if you already have server agreements in place, he adds.

In conclusion

As with many aspects of field service, the starting point when deciding whether to adopt an on-premise or Cloud strategy for your IT needs should be to ensure you have a full understanding of your business processes and requirements and those of your customers.  Do listen to the pros and cons but ultimately only you can decide which is best for your organisation.

 

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What should businesses consider when deciding whether an On-Premise or a Cloud solution is the best fit for their business?  In this two-part series, Sharon Clancy gets some advice from the experts.  First up, we explore the attractions of the Cloud... 

There's been a lot of publicity recently about cloud platforms: for enterprises it's been about whether you migrate legacy business functions to it; for SMEs and SMBs it's about using the Cloud to become more competitive. There's also been a lot of talk about browser-based field service management apps - software-as-a-service, or SaaS.

Is it all just noise, or something your company needs to get to grips with?

Let's start with defining what we are talking about: Cloud and SaaS can be used as  interchangeable terms, but there is a difference. A Cloud solution is when some or all of your IT requirements are hosted by a platform provider who takes care of all the necessary infrastructure, including security, server stability and maintenance, data storage and so on. SaaS is another layer on a Cloud platform.  A permutation that has been adopted by some field service organisations is to have on-premise legacy IT and ERP systems integrated with a Cloud-based service management SaaS solution. SMEs and SMBs, on the other hand, might use a Cloud  platform for all their business functions, including accounting, HR and service management software.

Be agile

One business trend is that companies of all sizes need to be more agile in responding to their customers' changing needs, and agility is one thing the Cloud delivers in spades.

"For SMEs, Cloud-based solutions give them access to great technology, making them more agile. For many, it also allows them to ramp up their operations, and grow the business quickly, even to International level," says Steve Mason, Vice President International Sales for StreetSmart, Click Software's web-based management app for SMEs and SMBs. "For larger organisations, a Cloud solution can liberating, allowing much faster reactions to changing business requirements."

 

On-premise can mean less agility, points out Neil Lewis, Consulting Director, EMEA Sales, ServiceMax."Deployments of new services and processes are slower. When an old business process needs to change or a new one introduced, it takes much longer to do it internally, from getting the project on the internal IT roadmap to actually developing the app. There are typically many layers of the on-premise architecture that need to be changed in order to implement the processes. This in turn has an adverse effect on the companies' abilities to introduce new products and services quickly."

In many sectors, the business model is changing from being based around product life-cycles to a servitization model and predictive rather than reactive service, he continues. "That transforms field service into a agile, responsive customer-focused operation which can have a real impact on the bottom-line."

The Cloud means smaller companies can now access affordable solutions without the overhead of enterprise class software, points out Paul Adams, Marketing and Development Director, Solarvista.

Outsourcing IT

Enterprises are now looking at moving their entire structure to the cloud because it eliminates the need to manage a large IT infrastructure in-house," says Mason.

"On-premise solutions demand investment in infrastructure upkeep including databases, applications, coding and system upgrades. In the Cloud, all these issues go away," points out Lewis.

SaaS: a perfect fit for service management

SaaS is actually a good practical fit for service management, says Colin Brown, Managing Director, Tesseract. "Most independent service companies have recurring revenue streams which actually fit neatly with renting the software. Relatively small companies can now compete with larger rivals."

 

A browser-based field service solution is essential, regardless of whether you opt for an on-premise or a cloud-based platform, advises Simon Spriggs, account manager at Exel Computer Systems. "This will future-proof your investment should you decide to move business activities to the cloud in future. It will also help eliminate many integration problems."

Don't be lured into thinking that a Cloud solution is the answer to everything, warns Spriggs.  "Key questions to ask include: what is the budget, what is the available IT resource and what is the reliability and bandwidth of the Internet connection."

Reliable broadband: not an optional extra

The reliability and bandwidth or your Internet connection is crucial for any Cloud implementation, our experts agreed. "Some companies have an unreliable or slow broadband connection and that impacts on delivering cloud-based services," points out Spriggs. "If the basic connection to the Internet fails, it doesn't matter what back-up the hosted platform provider has - you won't be able to communicate with your engineers, manage workflows or give customers real-time information."

 

Security

Most companies will conduct financial due diligence before choosing a Cloud partner. However, all the field service experts we spoke with emphasised that it is equally essential to thoroughly check the IT capabilities of the company hosting those cloud services. "You are outsourcing the running of your business systems to the Cloud, not abdicating responsibility for them, so make sure your provider is fully compliant with the latest security standards " urges Steve Mason. "A public cloud platform will give you baseline protection - indeed, the level of security is much higher than most individual companies could afford because the companies invest a huge amount and employ security experts to keep up to speed with the latest threats."

A public Cloud platform as other advantages says Mason. her "Business continuity is crucial for mission-critical apps such as field service. On a public Cloud, the infrastructure is multi-layered so there is built-in resilience should one site go down which in turn means there will be no impact on your business.

 

There is a natural nervousness about hosting FS apps externally, the need to keep confidential data in the cloud and also about the complexities of integrating those cloud-based apps with internal ERP systems, admits Lewis. "However these concerns are not relevant any more with the evidence of many large organisations globally who have strategically moved to the cloud in the last 5 to 10 years. These range from governmental organisations to large global banks.

The Cloud is, in effect, a hosted server platform, points out Colin Brown. "Cloud data centres handle all the expensive, complex fire walls and demilitarized zones that keep information safe. If you are concerned about resilience, our advice is to invest in back-up servers.

It's important to think about what happens if servers goes down, agrees Neil Lewis. "Smaller vendors may be able to host your app but check if there is seamless back-up to ensure workflows continue as normal? Indeed, is there any back-up at all?"

Resilience is critical for mission-critical operations such as field service. For SMEs, cloud solutions provides a sophisticated level of IT infrastructure management including backup, disaster recovery, security and environmental concerns that they could never achieve otherwise, points out Paul Adams.

 

Asking what IT roadmap your provider has will whittle out some of the less capable vendors, advises Lewis. "Smaller platform hosts may not have the resources to invest in platform development, so ask what their roadmap is - for example, to develop the platform to integrate with multiple ERP environments to handle new technology."

Finally, businesses shouldn't undervalue the support offered by SaaS providers, says Colin Brown.  "Access to the software is controlled by the supplier, so all the software upgrades are installed and installed correctly and often, as is the case for Tesseract customers, free-of-charge of charge. Furthermore, as the data as it is hosted remotely, employees are no longer able to “play” with it, which reduces system errors

Look out for Part 2, where we'll  exploring the benefits of on-premise solutions and how they  integrate with field service management solutions.

 

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Tecalemit is a leading UK supplier of vehicle servicing equipment. It first began using Tesseract’s service management software in 1999 and has been pursuing increased automation, greater efficiency and better service ever since assisted by its growing and developing relationship with Tesseract.

Tecalemit Garage Equipment Company Ltd is one of the most recognised brands in the automotive industry, both in the UK and worldwide, and has been operating for nearly a century. The company and its partners design, manufacture, supply and maintain a huge range of vehicle servicing equipment and MOT testing equipment, such as roller brake testers, vehicle lifts and emissions testers.

In the UK, equipment is stocked in two main warehouses and sold to Tecalemit’s ever-expanding network of customers across the country. They range from small and independent vehicle garages and workshops to major national and international car and motorcycle companies.

Once the equipment is sold, Tecalemit have a team of  60 factory trained and accredited engineers in charge of maintaining the equipment, from planning maintenance and servicing to remedying faults and breakdowns.

The customer  service centre is based in Plymouth and handles 500 calls a day from more than 50,000 customer sites across the country. With such an extensive customer bases, it is important for  Tecalemit to have an efficient service management system in place.[quote float="left"]The customer service centre handles 500 calls a day from more than 50,000 customer sites across the country.

 

Tesseract: the early days

Back in 1999, the Millennium Bug was a popular fear for businesses relying on computers and software throughout the world and Tecalemit harboured growing concerns about their own Unix-based service management system. It was not particularly user-friendly or efficient and bore some functionality aches. The fear was that it was going to crash when the year 2000 hit. Therefore, Tecalemit opted to implement something new and browser-based, with much greater functionality and
flexibility.

Tesseract was shortlisted along with three other systems, and eventually selected on the basis of cost, user-friendliness and powerful functionality. Tecalemit incorporated Tesseract’s core system which managed the logging of calls, stored immediately accessible data, and gave Tecalemit the ability to generate countless reports, providing much greater visibility.

Moving into the 21st century

Development and evolution at Tesseract is constant and Tecalemit have benefited from evolving with them, regularly adding new software components. This development has been particular comprehensive in the last five years, with a move from paper-based systems to electronic ones.

For example, Tecalemit have replaced a paper-based diary system with Tesseract’s electronic diary. This gives them much greater visibility over what is going on with service activities, and receives regular upgrades. Another paper-based system that has been replaced with an electronic syustem is stock-taking, which is now faster and more accurate.

One of the most recent implementations is the Quote Centre, which enables and manages the generation of quotes and converts them easily into customer contracts.

Field service management overhaul

The biggest development, however, has been the overhaul of Tecalemit’s field service management system, thanks to the implementation of Tesseract’s Remote Engineer Access module (REA).

 

Tecalemit began using Remote Engineer Access (REA) in January 2014. Before this, Tecalemit's  allocation of jobs and deployment of  engineers to customer sites was a largely manual process. Tecalemit would receive a call, log it on the Tesseract system, and the office would fax, phone or post details of the job to the relevant engineer. Once a job was complete, the engineer would fill in a paper job sheet and post it to the office.  There was no visibility, no instant data, and processes such as parts ordering and invoicing took a lot longer.

“We wanted to streamline the system,” says David Monteith, the Service Office Supervisor for Tecalemit. “We wanted faster invoicing, faster ordering of parts, better visibility, and we wanted to be able to see jobs through to completion directly and with all the relevant information to hand. REA has totally delivered on all those counts.”

REA has allowed engineers to generate live reports, order parts, close down jobs and raise same-day invoices from their tablet devices. They can input their data into the Tesseract system – data which is then fed back to the office directly and instantaneously. In addition, REA has a useful offline function. This means engineers can input data even when they are working at sites with minimal or no communications signal: that data is sent through to Tecalemit as soon as the signal is restored.

Tecalemit has also started to use Tesseract's contract management system, which raises planned maintenance tasks for equipment that has been installed at customer sites. In total, the system raises approximately 500 planned maintenance tasks each month. These jobs are assigned to the engineers, who then use REA when carrying out and completing the job.

 

Next step: automatic job allocation

However, there is one undertaking that remains predominantly manual and is still part of this process, but it’s one that Tecalemit are looking to automate: deciding which engineer should attend to which job.  Currently the service controller decides who to assign, looking at skill set and geographical location, among other factors. The service controller then notifies the relevant engineer using the REA system. In all, this is a time consuming process with scope for human error.

Tecalemit are planning to incorporate Tesseract’s Diary Assist scheduling system to automate this task. It will assign engineers to particular jobs based on skill set, availability, travel time, work time and shift patterns, call response time and customer site cover times.[quote float="right"]We can see Diary Assist saving us a lot of time

 

“We can see it saving us a lot of time,” said David Monteith. “We plan to integrate it with our contract management system. That system will raise the calls, then Diary Assist will take over and allocate the call logically and geographically sensibly. Then we have REA to cover the job itself. It is just another step towards automating and streamlining what we do.”

The future is bright

Tecalemit have watched their processes develop, their efficiency rise and their service to customers improve since they welcomed Tesseract into the fold.

“We now have faster, more accurate information,” says Monteith. “We have cut down on admin, including paperwork and postage, and we can now respond to customers more efficiently. Our staff has better visibility as regards service history, what equipment they’ve got and what needs doing and,  with less admin requirements, can concentrate more on their overall role. We will continue to look at what Tesseract offers, too, because they are very good at driving change and there is always room for improvement.”

 

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Severn Trent Services has been using service management software supplied by Tesseract for nearly four years. In the latter months of 2014, they saw the wisdom of upgrading to the latest version of the software, Service Centre 5.1 (SC5.1).

Already they are enjoying huge time savings and greater efficiency as a result of the new components available to them. UK-based Severn Trent Services is part of a major international conglomerate that in total serves 4.2 million households and businesses throughout the world. It is the leading national supplier of water and wastewater services to businesses in the UK, currently providing services to more than 1,500 sites nationwide.

Their work includes water hygiene services; controlling and maintaining assets such as sewage and water treatment works and sewage pump stations; and connecting water supplies to housing developments. Their national status means they have the capability to give businesses with multiple sites the ease, simplicity and efficiency of dealing with one supplier for all their locations.

Severn Trent use Tesseract to run their water hygiene service, which is a hugely important part of their work. Essentially they make sure businesses comply with water hygiene legislation by carrying out inspections, cleaning tanks and pumps, performing disinfections and conducting remedial works to bring water systems to the necessary standard.

Moving away from labour-intensive processes

Before the upgrade, Severn Trent only relied on Tesseract’s software to manage their customer contracts and invoicing. Their field service management depended on a variety of manual and labour-intensive processes. Several different software systems were used to manage the engineers – one for allocating the jobs, one for travel planning and one for collecting feedback, time capture and other data.

“Extensive manual intervention was required to make these systems work together properly,” says Jack Fleet, Water Compliance Scheduling Technician for Severn Trent Services. “This eventually became clunky and we saw that there was too much room for human error. It also took up a lot of office time.”

In July 2014, Severn Trent reviewed their business, looking at how timely and how efficient their processes were, and how they could serve their customers better. Having been using some components of Tesseract’s service management software for several years, they decided to extend that usage to field service management. They wanted one whole, cohesive software system managing their engineers instead of several. A field service management overhaul By upgrading to SC5.1, Severn

Trent are now benefiting from Tesseract’s Remote Engineer Access software (REA). This allows engineers to log in remotely from their i-Pads, view allocated calls for dispatch, look at the call history for a site, product or customer, raise parts requests, add service reports and close completed jobs - amongst many other functions. REA completely streamlines field service management and removes the bulk of manual interventions that were previously necessary to perform these functions.

 

Severn Trent also have the benefit of Tesseract’s flexible Email Service, which automates the sending and receiving of emails from Tesseract Service Centre. Severn Trent are using the Email Service to handle customer appointments and reports, but automated emails can be triggered by all kinds of activities, such as when calls are logged and closed, and parts have been shipped.

Finally Severn Trent are using Tesseract’s fully customisable Reporting Service, which enables customers to schedule and run reports at any time during the day or night.

A bespoke feature

Currently in development is a bespoke feature of the software, which Tesseract are producing especially for Severn Trent. This feature will help to assess whether certain site restrictions mean that specific engineers are required to attend them. For instance, the engineer might need to have a DBS check, a certain qualification or skill set, or a certain level of training to be able to work at the site.

Tesseract are looking at inserting some additional fields to the allocation software to help Severn Trent assign the right staff. “The good thing about Tesseract is their enthusiasm for customisation,” says Jack Fleet.

“They are developing this feature specifically for us because they are persistent in wanting to improve and expand what they offer. If this feature ends up working for us, it’s something Tesseract will make available to other customers.

In the same way, if Tesseract develop something for another customer and think it will work for Severn Trent, they will make it available to us.”

What does the future hold?

Tesseract’s SC5.1 went live at Severn Trent Services on December 1st 2014 and already Severn Trent have seen a massive saving in office time. Efficiency has improved enormously thanks to REA and the upgrade has made customer contracts and invoicing more effective and timely as well. Severn Trent have plans to install Tesseract’s Prospect Centre. This is a sales enquiry and action follow up module allowing for the registration of both existing customers and new sales leads so that sales activity can be monitored. It contains data such as the sales source, sales value, product required and next action date, and has a helpful ‘Salesman’s To Do List’ feature. Severn Trent also want to implement Tesseract’s Quote Centre, which enables sales teams to generate quotes and easily convert them into customer contracts once the quote is accepted.

 

However, Severn Trent’s more immediate priority is Tesseract’s Diary Assist, which they will incorporate in July 2015 in order to further streamline their field service management processes. Diary Assist is a centrally hosted web service for call optimisation which handles both planned and reactive maintenance calls. It allocates jobs to engineers based on skill sets, availability, travel time, customer site cover times and various other factors, and effectively automates the deployment process even further.

 

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