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Bill Pollock, President of Strategies for Growth explains why the future of the field service sector is going to be fully dependent on the emerging technologies that are driving ever greater connectivity...

Connected Field Service empowers Field Service Organizations (FSOs) with the ability to monitor equipment remotely, and transmit data into the business’ database in real-time.

The greatest manifestations of this increasingly pervasive technology may be best described in the following terms:

• Traditional Field Service Management (FSM) tools have long since taken their place in the everyday service operations of a large majority of FSOs
• Field technicians have been effectively repositioned as industry experts, equipped with data that helps improve productivity while delivering higher levels of customer service, and attaining enhanced levels of customer satisfaction
• Keeping up with the latest technology is an ongoing challenge for most FSOs – but one that is necessary to maintain their competitive position in an evolving competitive landscape
• Establishing a formal KPI program – with the flexibility to add new types of KPIs to address new ways of measuring connected field service performance – is becoming increasingly important.
• The more progressive companies have already begun to migrate toward newer, alternative business models, such as servitization or selling “power by the hour”.

As such, and by harnessing the power of the IoT combined with pervasive functionalities of a Cloud-based CRM platform, more and more FSOs have begun to shift away from the traditional “breakfix” repair model to a newer, “never-fail” service model. The combination of these new technologies with the adoption of alternative business models, are allowing companies to more effectively manage the entire business operations of the enterprise, rather than just its service operations – again, made possible through the advent and proliferation of connected field service.

Fast forward to today, we believe that the future of IoT-powered FSM solutions, particularly those built on a CRM platform, is quite bright.

Why? Because the value proposition is clear – and universal – across all segments and participants involved in the provider-customer services transaction:

• For services management – it provides a set of configurable tools, working in real time, that are necessary to make the critical decisions needed to run a successful services organization;
• For field service professionals – it provides immediate access to valuable data and information, and eliminates much of the cumbersome and repetitive paperwork required in the past;
• For the organization’s services customers – it provides the ability to initiate service requests and monitor call status directly via the Web (i.e., via a customer portal);
• For the parts/inventory organization – it sets the stage for controlled inventory and parts replenishment that helps keep costs down; and
• For the back office – it facilitates the streamlined flow of information between and among dispatch, finance, purchasing, parts/ inventory and all other relevant stakeholders within the organization.

The staggering amount of data that can be generated through a connected field service environment also brings to the table several new data-related capabilities for FSOs, including the ability to:

1. Collect whatever data that is needed to improve a process, or improve a product, based on its measured, monitored and tracked usage
2. Switch to a lower-cost predictive model vs. the more traditional – and more expensive – preventive maintenance model
3. Determine which services to offer to customers that the organization cannot offer today (e.g., a next-level guarantee against downtime, which can be turned into a premium service, etc.)
4. Sell, cross-sell and up-sell new services, packaged as competitive differentiators
5. Create a more effective KPI program that can measure, monitor and track both the still relevant traditional KPIs, as well as the “new” KPIs that are being created using connected field service

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Field Service News' Big Discussion has a simple premise - we take one key topic, bring together three leading experts on that topic and then put three core questions to them to help us better understand its potential impact on the field service sector...

This issue our topic is the what to expect in 2018 and our experts are Michael Blumberg, Blumberg Advisory, Bill Pollock, Strategies for GrowthSM and Jan Van Veen, moreMomentum

The first question we tackled was What is the biggest challenge facing field service companies in the next 12 months?

Our second big question in the series was What is the biggest opportunity facing field service companies in the next 12 months?

And now onto the final question in this instalment of the Big Discussion...

What one technology do you think will have the biggest impact in the next 12 months?

Bill Pollock: Clearly, Artificial Intelligence (AI) and Machine Learning (ML) will have the biggest impact on field service in the next 12 months. In fact, while some field service companies are still debating whether or not to implement Augmented Reality (AR), the more progressive – and aggressive – services organisations are already embarking on their respective AI and ML implementation programs.

The application of AI for positively impacting key services-related areas such as customer experience and workforce productivity, while also allowing companies to move from a preventive maintenance to a predictive maintenance service model will be stunning! In addition, many organisations are already beginning to realise the benefits of using AI and ML for improving their overall service parts management activities, as well as for supporting data-driven decisions by allowing them to process, understand and share information that they didn’t even know they could cultivate as recently as just a year or two ago.

One caveat, though: services managers will need to closely align with their companies’ CTO and CIO before embarking on an AI/ML program, as their respective knowledge of the technical aspects of these “new” technologies will certainly help throughout both the decision-making and implementation processes.

AI and ML are not a fad – they are here to stay, and now is the time for field service companies to embark on that journey.

Jan Van Veen: I try to think of one technology that will impact on all companies. This depends on the industry and where the field service is on the continuum from reactive maintenance to advanced services. Also, the impact of new technologies will always be over a longer period of time.

I do observe that most field service organisations have little view on the impact of Augmented Intelligence and Deep Learning systems which can process and learn from unstructured information in writing and speech. These systems are now having practical applications in various sectors, including technical services.

We have already seen Doctor Watson of IBM massively beating the smartest people in the game ‘Jeopardy’ (search for it on YouTube). Dr Watson is already providing quite accessible web services to use the functionality and have their first field service solutions.

This technology will not only completely reshape our knowledge systems and the scarce skill sets we need for remote diagnostics, it will also be a crucial vehicle for developing advanced data-driven value propositions.

I hope to see more and more manufacturers engaging with a few trusted clients and the right data-driven partners to explore the opportunities from this technology.

Michael Blumberg: I think blockchain technology will have the biggest impact on the Field Service Industry in the next 12 months. A brief definition of the blockchain is that it is a decentralized and distributed digital ledger used to permanently record transactions across data, text, video, or audio files. It is extremely secure and scalable.

The blockchain includes within it the concept of a “smart contract”, a series of if-then statements related to a transaction.

This makes it the ideal technology for building an IoT platform. The blockchain can be used to record sensor data and then trigger service events (i.e., field service dispatch, parts shipment, corrective actions, etc.) based on smart contracts. These transactions can also be monetized in real-time; like a virtual cash register. Any disputes can be resolved by verifying the blockchain transaction itself.

This is just one of many use cases for block chain technology in the Field Service Industry. Other use cases include asset tracking, spare parts authentication, knowledge content sharing, and SLA management. 2018 will be the year where these use cases are implemented in field service and produce measurable results which eventually lead to large-scale adoption within the field service industry.

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In the Big Discussion, we will take one topic, bring together three leading experts on that topic and put three key questions to them to help us better understand its potential impact on the field service sector...

This issue our topic is the what to expect in 2018 and our experts are Michael Blumberg, Blumberg Advisory, Bill Pollock, Strategies for GrowthSM and Jan Van Veen, moreMomentum

The first question we tackled was What is the biggest challenge facing field service companies in the next 12 months?

Now let's turn to the second question in the discussion...

What is the biggest opportunity facing field service companies in the next 12 months?

Bill Pollock: The biggest opportunity facing field service companies today is the ability to compete head-to-head with any of their main competitors – however large or small – through the implementation and/or upgrade to a Cloud-based Field Service Management (FSM) solution. Over the past several years, Cloud technology has normalized the playing field for both FSM solution providers and their customers, who are no longer encumbered by the cost and complexity of their legacy premise-based solutions and applications.

Advances in technology are also giving a boost to those field service companies that have embraced these new technologies. For example, the greatest opportunities over the next 12 months will most likely be realised by those companies that will have already implemented Augmented Reality (AR) and/or Merged Reality (MR) into their field service operations. However, the most likely dominant field service organisations will be the ones that have also taken steps to explore the benefits of moving to an Artificial Intelligence- (AI) and Machine Learning- (ML) driven field service solution.

The technology is already there for every field service company; however, only those that embrace – and implement – these technologies will actually be able to reap the benefits.

 

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Jan Van Veen:  When talking about the biggest opportunities, I think we need to look beyond 12 months. It is mission critical to act now on future success.

Most industries are somewhere around the top of the life cycle and are facing (first signs of) commoditization.

The big opportunity for them is to go through the next life cycle where the added value is about enhancing the use of technology. The new value propositions will be heavily driven by data, algorithms and intelligence. The value will be far beyond predictive maintenance and uptime of technology.

This is a domain in which young, rapidly growing data-driven companies are in their comfort zone. So, the opportunity here is moving up the food chain and increase relevance for clients. By failing to pursue these opportunities, the threat is being forced down in the food chain and seeing other players deliver the high value, whilst seeing your role being limited to manufacturing equipment, spare parts and, to some extent, delivering low skilled hands-on machines for maintenance.

For those companies who are not ready to focus on these opportunities, I think your top priority should be to build the missing foundation and make sure you are ready to pursue the opportunities soon.

 

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Michael Blumberg: The biggest opportunity facing field service companies in the next 12 months lies in pursuing strategies that will advance their journey along the path toward servitization.

The specific strategies vary from company to company based on where they are on their journey. For some companies, 2018 will be the year when they finally transition their field service operation from a cost centre to a profit centre. For others, the opportunity lies in monetizing service offerings and effectively marketing and selling service outcomes.

Still, others will have the opportunity to invest in digital technologies that enhance service quality, boost productivity, and create an uber-like experience for their customers.

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In the Big Discussion, we will take one topic, bring together three leading experts on that topic and put three key questions to them to help us better understand its potential impact on the field service sector...

This issue our topic is the what to expect in 2018 and our experts are Michael Blumberg, Blumberg Advisory, Bill Pollock, Strategies for GrowthSM and Jan Van Veen, moreMomentum

So let's tackle the first question...

What is the biggest challenge facing field service companies in the next 12 months?

Bill Pollock: The biggest challenge facing field service companies in the next 12 months will be keeping up with customer expectations for service delivery as they continually raise the bar with respect to performance. This is not necessarily a “new” challenge – it actually has been one of the main challenges for field service companies year-after-year. However, the current environment of constantly improving technology and its availability through both the traditional, “tried-and-true” FSM solution providers plus the introduction of several new technology-based solution vendors makes this challenge particularly daunting for many field service managers.

Selecting which technology to implement is not the only challenge, however; field service companies must also be able to choose the right solution vendor to help them design, implement and support their newly acquired technology. Some of the most challenging questions may be, “If we’re already using Microsoft Dynamics 365 for our CRM solution, should we also use Microsoft Field Service?”; similarly, “If we’re already using Salesforce for our sales and marketing management, should we also use their Field Service Lightning solution?” Other questions may include, “Should we use one of the traditional FSM solution providers, such as Astea, ClickSoftware, IFS/Metrix, ServicePower, etc., or one of the newer providers?”; or “Should we use a UK-based solution provider, such as Fast Lean Smart, or Kirona, etc., rather than an off-shore-based provider?”

The choices are many – and no less challenging than they have been in the past!

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Jan Van Veen:  Most manufacturing companies and their service units struggle to innovate and change quick enough.

Technology is developing at an increasing pace; adoption of new technology has never been so rapid. In the digital era, we can expect competition from new entrants like innovative data- and algorithm-driven businesses.

So, the name of the game now is ‘Adapt and Thrive’ (or ‘Stagnate and Die’). The winners of the next decades will be those who can maintain a high speed of business innovation and change, and can cope with a high level of uncertainty and unpredictability.

What is holding most manufacturing companies back is;

• Slow change, whether it’s small change or bigger change
• Stuck in business-as-usual: innovations are predominantly incremental improvements of the status quo
• Lack of influence: individuals at all levels and in various departments see the threats, opportunities and the lack of progress, which frustrates them

I believe that one of the biggest challenges right now is to increase momentum for rapid and fluent change from the inside, and empowering employees at all levels to take ownership.

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Michael Blumberg:  In the short term, field service companies must also find ways to balance service quality and productivity with their financial goals and objectives (think costs and profits), all while striving to maintain exceptional levels of customer satisfaction and loyalty.

This objective holds true for any 12-month period under consideration whether the year is 2018, 2008, or 2028.

The challenge lies in developing and implementing a winning strategy based on current financial and operating constraints that each company faces.

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As service becomes a core differentiator amongst competing for business the ability to sell the value of service is an essential facet of modern business strategy. Bill Pollock, President of Strategies for Growth discusses the nuance of marketing the value of your service and how to get it right...

Most of the customers comprising your Field Service Organisation's (FSO) customer base probably already love your organisation, and its products, services and support! But the rest of the marketplace may not even know you exist! All things considered, if you can get the rest of your targeted market to become just as aware of your organisation as your customers are, you may find that selling to them is easier than you might think!

Any marketing expert will tell you that a service organisation's market awareness and perceptions are among its most valuable assets, but that they each require high levels of maintenance and a great deal of attention. However, unlike other important contributors to an organisation's overall economic well-being, market awareness and perceptions are almost always entirely out of its control, except for the ability to continually attempt to shape, nurture and cultivate them in the eyes of the marketplace.

Two Alternative Market Awareness and Perception Scenarios

There are basically two alternative scenarios where your organisation may operate in today's marketplace. The best way to explain them is to present two side-by-side examples for the purposes of comparison:

Example 1: An FSO with 100% Market Awareness, and a 10% Market Share

In this first example, the organisation has near total awareness in the marketplace (i.e., virtually 100% name/brand awareness or recognition), with an approximate 10% market penetration rate, or share. In other words, in the marketplace in which it presently serves, virtually all of the potential customers know who the company is, but only 10% choose – for one reason or another – to become a customer. The net result is that of the 100% or so of the marketplace that is aware of the business, only 10% have been “converted” to customers. This is not a bad “conversion” rate, but there is nowhere else to go! The market potential for the FSO is already saturated! Basically, everyone is already aware of the company, but 90% of the universe has decided not to go with it.

Example 2: An FSO with 25% Market Awareness, and a 10% Market Share

A second example reflects an organisation with only one-quarter (25%) of the market awareness manifested in Example 1. However, the organisation has been able to successfully “convert” 40% of those who are aware of its offerings into customers – virtually four times the “conversion” rate of the organisation in Example 1. What’s even better is that – all things being equal – once the remaining three-quarters of the market is made aware of the company's products, services and support (i.e., through ongoing marketing and promotion, telesales, etc.), it will also be likely to gain up to a 40% market share before its market potential becomes "saturated".

Of the two alternative examples, Example 1 is clearly less attractive in that although nearly everyone knows who you are, your market penetration – at roughly 10% – remains fairly low. In this case, the only way to gain increased market share is to “re-educate” your non-customers as to who you really are with respect to your overall image and value proposition. The problem is, however, that they may already have formed negative perceptions of your organisation, and once formed, a negative image becomes very difficult to change.

Can you honestly say that a majority of your targeted marketplace has a clear, accurate and complete awareness of who you are and what you have to offer?Example 2 is a much better situation since the organisation is experiencing a much higher customer “conversion” rate (i.e., 40%, compared to only 10%). In this case, the best way to increase overall market share is to also make the organisation's name known to the “other” three-quarters of the marketplace through targeted marketing and promotion. Again, all things being equal, there will be a strong likelihood that the same ratio of customer conversion (i.e., 40%) will also apply to this "new" market base – thus leading to a potential quadrupling of the historical market share (i.e., from 10% to 40%).

In which of these two alternative scenarios is your organisation presently operating? If it is the first of the examples, then you will need to embark fairly quickly on an intensive market image reengineering, re-education and enhancement effort. If it is the second, then the primary focus should be on increasing overall market awareness – and this is typically much easier than trying to "re-educate" a market base that has already made up its mind!

The questions to ask yourself are: “Can you honestly say that a majority of your targeted marketplace has a clear, accurate and complete awareness of who you are and what you have to offer?” and “Is it possible that once an expanded market base learns about you, that they may be just as likely to become customers as your already "aware" market base?” These are key questions that should require honest answers!

Merely tracking trends in your organisation’s market awareness and perceptions over time does not, in and of itself, provide you with the information you will need to improve your overall market image and share. However, without doing so, you will not be able to effectively identify where you strengthen your ongoing marketing and promotional campaigns, or where you can most successfully identify and cultivate new business development opportunities.

The results of a targeted Market Awareness and Perception study, converted into a practical tactical action plan, can provide the organisation’s management with all of the tools it requires to work immediately toward increasing existing levels of market awareness; identifying areas of awareness and image requiring further strengthening; improving its perceived market position within its targeted marketplace; and lead to the cultivation and development of new business opportunities.

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Bill Pollock reveals some of the key findings of this year's Strategies for Growth^SM  benchmark survey with a specific lens on the Uk and European market...

 

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Want to know more? Bill will be presenting the results in a webinar hosted by CSDP on Wednesday, 6 December, 2017; to register visit or to download a copy of SFG℠’s companion Analysts Take report, please visit the registration Webpage at: http://bit.ly/2zt4eu0.

 

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Each year, Strategies For Growth^SM (SFG^SM) conducts a series of Benchmark Surveys administered among its global outreach community.

The results of SFG^SM’s 2017 Field Service Management (FSM) Benchmark Survey, as they pertain specifically to the UK/Europe FSM market base, identify the following as the top factors, or challenges, currently driving Field Service Organisations (FSOs) to optimise field service performance (compared to the overall global results) – basically, they have been mandated by their respective managements to “meet customer demands” and “drive increased service revenues”, as summarised below:

• 50% Customer demand for quicker response time (less than 55% Global)
• 46% Internal mandate to drive increased service revenues (more than f30% Global)
• 38% Need to improve workforce utilisation & productivity (less than f50% Global)
• 38% Need to improve service process efficiencies (less than 39% Global)
• 23% Customer demand for improved asset availability (less than f29% Global)
• 23% Customer demand for more accurate service call scheduling (same as 23% Global)[/unordered_list]

However, while some of the key UK/Europe market drivers, such as customer demand for quicker response time and focusing on customer demand and workforce utilisation may be lower than their global respondent counterparts, the recognition that there is a need to improve service process efficiencies is pretty much at par with the rest of the world.

As such, it should come as no surprise that, similar to the 2017 global survey results, UK/Europe FSOs are still planning to invest more in new technologies in support of their respective field forces than other global geographies represented in the overall survey universe.

However, in order to effectively address these key challenges – and strive to attain Best Practices status – UK/Europe respondents then cite the following as the top strategic actions they are currently taking:

• 65% Develop / improve metrics, or KPIs, used to measure field service performance (more than 48% Global)
• 38% Automate existing manual field service processes and activities (more than 36% Global)
• 35% Integrate new technologies into existing field service operations (i.e., iPads, Tablets or other devices, etc.) (more than 31% Global)

These data strongly suggest that there is a pattern of synergy among the top three cited strategic actions that builds a foundation for all of the other actions that will ultimately be taken by the organisation; that is, that nearly two-thirds of the FSOs comprising the UK/Europe services community already recognise the need to build and/or improve their KPI measurement program.

In fact, the percentage of UK/Europe FSOs currently developing/improving their respective KPIs, at 65%, remains higher than even the 62% cited by the survey’s historical Best Practices respondents (i.e., those attaining at least 90% Customer Satisfaction and 30% Services Profitability).

Based on the current SFG℠ survey data, Jerry Edinger, President, CEO and Chairman of CSDP Corporation, a leading Service Relationship Management software developer, explains, “This is why we start every one of our client engagements with consulting.

We ensure that your business processes are designed correctly before automating them. Software alone cannot improve KPIs. We design the exact Field Service Management solution based on the needs and requirements of the organisation.

We detail how a solution automates the entire service delivery and customer service processes into a fully integrated field service management system and maps it into the overall enterprise workflow. Once the consultative effort is completed, we then have a detailed roadmap of how to build the most effective solution to meet the organisation’s field service goals and objectives.”

The 2017 SFG℠ survey results identify the following as the main factors that characterise the UK/Europe FSM market:

• The top future challenges for UK/Europe FSOs with respect to the acquisition and implementation of new technologies are essentially cost-related (i.e., ROI and TCO)
• The top future opportunity/benefit anticipated by UK/Europe FSOs through the acquisition/implementation of new technologies is improved customer satisfaction, primarily through the ability to eliminate internal silos, and provide customers with an end-to-end engagement relationship
• UK/Europe Field Services Organisations (FSOs) are largely driven to meet customer demands for quicker response time, and internal mandates for driving increased service revenues
• A nearly two-thirds majority of UK/Europe FSOs are adding, expanding and/or refining the metrics, or KPIs, they use to measure service performance
• Over the next 12 months, more than two-thirds (70%) of UK/Europe FSOs will have integrated new technologies into existing field service operations, and automated existing manual fields service processes or activities (70%)UK/Europe Field Technicians are increasingly being provided with enhanced access to real-time data and information to support them in the field
• UK/Europe FSOs are providing customers with expanded Web-enabled self-help capabilities (i.e., to order parts, track the status of open calls, and create service tickets, etc.)[/unordered_list]

 

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Want to know more? Bill will be presenting the results in a webinar hosted by CSDP on Wednesday, 6 December, 2017; to register visit or to download a copy of SFG℠’s companion Analysts Take report, please visit the registration Webpage at: http://bit.ly/2zt4eu0.

 

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Field Service News Editor-in-Chief, Kris Oldland discusses the fact that the choices field service companies are facing today wider ranging and more critical to success than ever before and gives us an overview of what to expect in Field Service News issue 19

 

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Field Service News subscribers are entitled to our bi-monthly magazine in both print and digital versions. Subscription is free for field service professionals click here to apply for a complimentary industry professional subscription now and get a digital copy of issue 19 sent straight to your inbox instantly

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There are of course always big choices to be made in business, but it seems field service companies are facing more big choices than ever in today’s market...

Which of course is not necessarily a bad thing at all. Choices mean options and options are a good thing. They allow us to follow a path that feels right for us.

Of course, options also let us change direction when we’ve headed in the wrong way for a while - although they do tend to come along less often if we spend too long heading up a blind ally.

Perhaps the most important option we can take (and one that is always available to us) is to listen to those around us. I’m a firm believer in the fact that we can learn something from everyone we interact with, but of course if you are facing time pressures (who isn’t these days) then I’d suggest starting with those who are experts in their fields.

Fortunately, we’ve an issue that’s jam packed with expert advice so all you need to do is keep on reading.

We’ve got what for my mind is our best yet panel in this issue’s Big Discussion, which is focussed on the relationship between Service and Sales. As always we’ve brought together three industry experts on the topic and put four questions to each of them.

Our panel consists of Nick Frank, Michael Blumberg and Jim Baston so there is a wealth of deep knowledge and experience waiting for you in that feature which begins on page 16.

Elsewhere we’ve two features that look specifically at how to choose the right field service management (FSM) solution for your business. When we consider just how big an impact the selection of a FSM solution can have on your business - how it can drive efficiency, reduce costs, create revenue...

Then when we consider how many solutions are in the market, each with differing capabilities, and of course when we consider how long implementation and on-boarding of your team can take...

 

Frankly, it really is absolutely vital that this is a choice you get right first time around.

So for anyone considering an upgrade from a creaking old legacy system or looking to implement a system from scratch for the first time then I suggest checking out Bill Pollock’s article “Choosing the most effective FSM provider” and also Marne Martin’s article “Customer Experience is essential to every member in the field service ecosystem” which both offer insight into what makes a good FSM partner for a service organisation, whilst coming at the topic from slightly different perspectives.

Yet as important as selecting a FSM solution is, perhaps the most pressing choice for many field service companies is whether to move away from the traditional break-fix SLA driven model that has served them well for so long and to embrace the more modern and increasingly popular outcome-based service models.

We’ve discussed outcome-based services many times in these pages before and cards on the table, personally I’m a big proponent of the servitization movement. I think it absolutely makes sense. But that’s just my opinion and ultimately, it’s not a choice I need to make - unlike many of you.

So for those of you readers, of whom there are many I’m sure, whose organisations are considering this very question - then I absolutely recommend listening to those who have been there and done it. As whilst the benefits can be many , so too are the risks - it is not an easy path to tread.

One company that has been on that journey is ABB and you can read my interview with Felix Keiderling on the topic on page 44 and also check out my interview with GE’s Scott Berg on page 29 where we also discuss outcome based services in depth.

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Field Service News subscribers are entitled to our bi-monthly magazine in both print and digital versions. Subscription is free for field service professionals click here to apply for a complimentary industry professional subscription now and get a digital copy of issue 19 sent straight to your inbox instantly

 

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Research conducted by Bill Pollock, president and principal consulting analyst at Strategies For GrowthSM (SFGSM) reveals that selecting a Field Service Management (FSM) solution often requires months – if not years – of due diligence to reduce the “long list” of potential vendors and solutions down to a carefully selected “short list” of possibilities...

Making a decision based on your own research is often a daunting task, collating and interpreting RFP information and sorting live demonstration ‘vaporware’ from actual, live software capabilities.

The following provides an additional set of information that your peers in the industry consider fundamental to the decision – data your team can use to make a final, intelligent choice that grows with your business into the future.

The results from SFGSM’s 2017 Field Service Management Benchmark Survey clearly identify four specific factors cited by half (or nearly half) of the survey respondent base when making their respective FSM vendor and solution decisions, namely:

• 50% Prefer a solution that interfaces with Customer Relationship Management (CRM)
• 47% Prefer to work with a single provider of Field Service functionality
• 47% Prefer a solution that is intuitive and easy to train on
•  45% Prefer to invest in a solution that fosters Sales and Service collaboration

Another 35% also cite their preference for a solution that rolls out quickly.

While each (or all) of these factors may have contributed in some way to your decision-making process, your final decision is likely to rely more on how the FSM solution you choose will address your greatest challenges, provide the greatest opportunities and benefits for services delivery improvement, and allow you to compete head-to-head against your strongest competitors.

Compounding the importance of your selection, the chosen solution must also provide the ability to improve existing customer satisfaction levels, and increase the services organisation’s contribution to the company’s bottom line. Quite an undertaking, to be sure; but certainly doable – but, only with the most effective and robust FSM solution in place, and a full complement of vendor resources to support it over time.

Functionalities to Look For When Selecting & Evaluating an FSM Vendor/Solution

Gartner cites six categories of FSM enablement that should be included in any (i.e., every) FSM solution – at least every FSM solution that is strong enough to run the entire organisation’s services business. They are:

1. Demand Management – including customer portals, multichannel customer communications, IoT integration, triage support, field work order/appointment request, field quoting, field parts sourcing, ticketing system integration and long-cycle work requests.
2. Work Planning – including forecasting, scheduling optimisation, parts demand planning, purchasing, Geographic Information Systems (GIS) integration, customer communications and third-party service enablement.
3. Technician Enablement (Mobile) – including Global Positioning System (GPS) integration, routing, equipment history/site details, social collaboration, customer communications, knowledge base/work instructions, purchasing & quoting/sales and tool management.
4. Work Order Debrief – including work order financial information, customer forms, site evidence, equipment updates, recommendations, payment collection and customer surveys.
5. Operations – including invoicing and price books, installed equipment manager, maintenance agreement management, maintenance plans and quoting, warranty management & warranty claims management, revenue recognition enablement, reverse logistics management, depot repair, equipment supersession, engineering change requests and fleet management.
6. Analytics and Integration – including field service performance management; cross-functional predictive analytics; alerts, notifications and gamification; and Enterprise Resource Planning (ERP), Customer Relationship Management (CRM) and GPS integration.

While most vendors will say they offer all of these functionalities within their FSM solution offerings, it is more than likely that there will be significant gaps in key categories such as work planning, technician enablement, and analytics and integration (among others).

However, each of these areas will be critical to the overall enablement that your FSM solution is needed to provide and, therefore, must be included in the FSM solution that is ultimately selected and implemented.

Marne Martin, CEO, ServicePower, a leading provider of field service and hybrid mobile workforce management solutions, agrees that all six of these areas must be addressed in any FSM solution, noting “For organisations looking for a single vendor, end-to-end solution with an easy integration process to existing CRM or ERP packages, ServicePower is a great fit.”

“ServicePower supports a seamless integration mechanism to any CRM, including the launch of an App for the Salesforce AppExchange and new prebuilt connectors to most major software packages.”

 

“Our solution provides a full complement of mobile workforce management functionality, from consumer entitlement, to schedule optimisation and contractor dispatching, work order management, enterprise mobility, asset, inventory and contract management, and 360° BI (i.e., Business Intelligence).”

She further adds that, “While most FSM vendors also offer ‘scheduling’, ServicePower’s solution is the only one on the market designed to improve the customer experience though real time AI (i.e., Artificial Intelligence) and robust mobile functionality, while streamlining service operations with integrated hybrid workforce management functionality.

SFGSM’s survey results validate the effort ServicePower has expended in extending our solution to include the full spectrum of functionality required to manage a mobile operation, from entitlement through a plug and play intelligent consumer portal to warranty management and BI.”

Making the Final Decision – It’s Time to Decide!

The Cloud has normalised the playing field for most FSM vendors and their customers.

The options are many, the costs have come down (i.e., through the proliferation of the subscription basis model) and the FSM solution alternatives are “all over the place” with respect to the comparative breadth and depth of product functionality, strategic partnerships, FSM vendor acquisitions, “new” product roll-outs and the like.

However, in deciding which is the best fit for your field service operation, today and for the long term, one thing remains clear – the field service operations at your organisation will remain the central focus of your role and responsibility.

Why would you want to go with a vendor that doesn’t provide it all?

 

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"Bill Pollock, President Strategies for GrowthSM takes a look at some of the findings of their 2017 Field Service Management Benchmark Survey to explore the degree to which UK Field Service Organisations are  investing in new technologies and analytics…”

Each year, Strategies For Growth^SM (SFG^SM) conducts a series of Benchmark Surveys directed to the global services community. The preliminary results of the 2017 Field Service Management (FSM) Benchmark Survey clearly reflect that UK/Europe Field Service Organisations (FSOs) are continuing their focus on addressing the top market drivers that impact their geographic marketplace – and in many cases, at a significantly higher rate than their global respondent counterparts!

For example, UK/Europe FSOs currently place their greatest emphasis on dealing with such key market drivers as:

1. Customer demand for quicker response time;
2. Internal mandate to drive increased service revenues;
3. Need to improve workforce utilisation and productivity; and
4. Need to improve service process efficiencies.[/ordered_list]

In fact, the 2017 results clearly show the increased importance of making process improvements compared to just one year earlier when process efficiencies did not even place among the top three market drivers. Therefore, it should come as no surprise that UK/Europe FSOs are continuing to invest more in new technologies – most notably, the Internet of Things, or IoT, and mobile tools – in support of their respective field forces.

Susannah Richardson, Account Director, mplsystems, concurs with these findings stating that, “We’ve seen our customers increasingly asking about what further functionality they can add into mobile applications to improve effectiveness of their field force.It’s no longer simply about field technicians being at the right place at the right time with the right parts, but also about them being empowered to excel in the service that they offer and to provide additional services.”

 

“We’re also seeing organisations looking at ways to better manage the planning of their workforce in real-time. Typically planners spend lots of time managing exceptions, such as: emergency jobs; customer changes or job overruns and delays; even if they have scheduling in place, too often these are not flexible enough to handle live situations. We are seeing lots of interest in our new scheduling algorithms to handle real-time changes and IoT feeds (AESOP) and so improve efficiency in both planning teams and the field workforce.”

However, one of the greatest differences reflected in the UK/Europe survey results is in the percent of services organisations that are currently developing and/or improving the Key Performance Indicators (KPIs) they use to measure service performance; (i.e., cited as a top strategic action by 65% of UK/Europe respondents, compared to only 47% overall.

Richardson agrees that, “Business analytics are a large part of all of our customers’ field services and business operations, which is why it is such an integral component of our solution offerings. Traditional measures don’t offer service performance, as they are operationally focused and don’t reflect customer experience. However, now we’re seeing our clients using our analytic tools to develop their own dashboards as they have become increasingly focused around KPIs specific to the service and experience that they are delivering to their customers.”

Another key factor that may be used to explain the heightened focus of UK/Europe FSOs for stepping up to improve their lot is that they continue to lag slightly behind their global counterparts with respect to service profitability (mean average of 35%, or slightly lower than the 38% attained among the overall respondent base, both in 2015/16 and 2017 surveys).

In addition, at a mean average of 81%, UK/Europe FSOs are also currently falling somewhat below the global survey population with respect to attaining desired levels of customer satisfaction (i.e., 83%). However, the research also strongly suggests that the market recognises the importance of stepping up to the challenge of improving their performance for these two key metrics.

Based on these survey findings, and other corroborating research, it is not surprising that the UK/Europe field services community also recognises that it will need to increase its investments in mobile tools and new technologies to compete effectively in an expanding global marketplace. In addition, it also understands the importance of building an effective Key Performance Indicators (KPIs), or metrics, program to measure the impact that its strategic actions, technology investments and resource acquisitions will actually have on the organisation’s performance moving forward.

 

While UK/Europe services organisations cite current investments in mobile tools to support field technicians as somewhat lower (27%) than the overall survey base (40%), future plans (i.e., over the next 12 months) for integrating new technologies are reported virtually at par with the rest of the world (i.e., 35% in the UK/Europe, compared with 37% for the global survey base). Accordingly, these data suggest that the adoption of new technologies in the UK/Europe may be roughly only one year behind that reflected by the general survey population (which is mainly comprised of respondents from the Americas).

Planned strategic actions by UK/Europe services organisations through 2017 reflect an even more dynamic, rather than static, approach to the field services marketplace. For example, 54% of respondents plan to develop and/or improve their use of field service KPIs, or metrics; and just as many plan to improve planning and forecasting activities with respect to field operations (54%).

What these data primarily show is that the UK/Europe field services community recognises the need to take specific strategic actions to enhance and improve existing service processes and operations, and that these actions begin first and foremost with the need to develop and/or improve the use of service metrics and KPIs.

These actions are then complemented by the need to invest in the right mobile tools and technologies to empower their resources both in the field, and in the back office;, to improve existing processes; to meet the growing needs of customers; and make greater contributions to the organisation’s bottom line.

 

However, the greatest impact on the future of Field Service Management is most likely to come as a result of the growing acceptance of Cloud-based technology. Among those UK/Europe organisations currently planning an FSM implementation in the next 12 months (or considering doing so in the next 12 to 24 months), a Cloud-based solution is preferred by 40% of respondents, compared to only 20% citing a preference for Premise-based – basically, a 2:1 ratio in favour of Cloud.

However, roughly two-out-of-five respondents (40%) remain undecided at this time (compared to only 33% for the general survey population). Still, Cloud-based FSM solutions appear to be the dominant preference, regardless of global geography.

In 2017 and beyond, the focus will likely be even stronger on the customer in terms of striving to meet (and exceed) their demands, preferences and expectations – or “back to the basics”. UK/Europe FSOs will continue to plan to accomplish this mainly by improving the processes they use for delivering their services; the KPIs they use to monitor their improved performance over time; investing in new tools to support both field technicians and customers; and integrating new technologies into their existing FSM or Service Lifecycle Management (SLM) systems.

 

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Richardson and the team will be attending Field Service Management Expo next week where mplsystems will be unveiling a new genetic algorithm based scheduling tool, to find out more visit them on stand N650 and for those unavailable to attend you ca contact Richardson directly at susannah.richardson@mplsystems.co.uk

 

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