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The Internet of Things is enabling ABB Robotics to transforms its customer service offering, explains Magnus Sävenäs, VP Customer Service, Head of Global Field Service & Training at ABB Robotics.

The ABB Robotics division comprises of robot applications and automation systems across numerous industry sectors, including automotive, foundry, packing, metal and plastics manufacturing.

Over 250,000 robots have been sold worldwide. The majority (35%) are used in machine tending and materials handling, 35% in welding, 8% in painting and 22% in other processes.

The Robotics division has sales and service operations in 53 countries in more than 100 locations and employs 5,500 people.

The company’s motto is “easy to buy, easy to service”, but with such a diverse spread of industries and with customers ranging from large organisations with large “fleets” of robots to small SMEs, providing excellent customer service is challenging to say the least - each customer requires a specific service model, explains Sävenäs.

The robots are often employed in mission-critical operations such as manufacturing, so uptime is critical. No production plants are identical and neither are their service requirements. So service agreements are fully flexible, where customers can make their own choices from a variety of available services.

The company recognised it needed to change from being a cost-based reactive division into a value-based proactive one and that the Internet of Things would be a key enabler.

 

The service operation is now a data-driven business, with five key components: installed products database, service organisation, remote service, customer access to information, and knowledge management.

Product database

Each robot has a “birth certificate” and “medical journal” of all equipment during the entire lifecycle up to “disposal / replacement”. it includes a physical map of all equipment by product group, customer account and location, keeping track of warranty status repairs and changes, updated on-line at every service visit.

Service Management

Maintenance services from ABB Robotics includes preventive maintenance, remote condition monitoring, life cycle assessment, inspection and diagnostics.

In operations where equipment failure impacts severely on operations, Total Time To Fix performance is a critical KPI. For the Robotics service with its global customer base, this was particularly challenging and depended on several elements: initial diagnosis, parts identification, travel time and repair time.

The new service strategy has transformed that Total Time To Fix performance, and there are several key elements:

 

Remote Service

1. Troubleshooting
   Wireless connectivity tools allow ABB to provide a virtual dedicated troubleshooting expert within 5 minutes – an expert on-demand, remote support assistance in the event of a specific problem or failure. The service technician is transformed from a repair guy in the van to a process consultant/technician who can guide the customer remotely through any fault issues.That increases productivity for ABB Robotics and deliveries enhanced support to the customer because uptime is increased.
2. Condition monitoring
   Remote Service is also used to monitor the health of robots 24/7 to increase robot uptime and productivity while reducing the cost of ownership. The robot system is continuously monitored and an automatic alert is generated when the robot condition changes or a problem arises.Regular system health checks and reports are provided utilising secure emote connections. During scheduled sessions, data is downloaded and measured against established performance benchmarks. Based on the findings, maintenance recommendations can be provided.Conditioned-based, predictive and remote monitoring has improved Mean Time Before Failure and reduced Mean Time to Repair statistics.
3. Maintenance scheduling
   Remote Service can generate a maintenance schedule on the basis of actual usage to help reduce maintenance costs.Up to 50% of unplanned stops can be prevented, while robot systems can be brought back into production remotely, avoiding valuable production losses.

Knowledge management

ABB Robotics was previously heavily reliant on the experience, knowledge and skills of its technicians. The company’s Smart Service Information (SSI) platform means no individual is now expected to carry all the information.

Technicians can quickly search all documentation, and there are 3D animated maintenance procedures called ABB Siminstructions. The Smart Device for Service (S4S) is a “Two Pair Of Eyes” solution for problem resolution

Self-serving customers

Customers have a single point of access for all service information and contacts via the “my ABB” self-service portal. It’s an easy-to-use, service deliver eBusiness channel.

Customers can view a physical map of their equipment, their equipment status, service needs, parts and so on. They can view status and health of myRobot fleet; interrogate the system with queries such as “Show me equipment close to running out of warranty”,  “Show me equipment in the later part of the life cycle (due for upgrade) and ”Show me event log of robots”.

Internet of Things, Services and People – IoTSP

There’s lots of discussion in service management about the Internet of Things and Big Data. ABB has been developing a broader strategy which it calls the Internet of Things, Services and People – IoTSP.

Interconnecting things, services and people via the Internet improves data analysis, boosts productivity, enhances reliability, saves energy and costs, generates new revenue opportunities through innovative business models

 

For over a decade ABB has been working to develop and enhance process control systems, communications solutions, sensors and software for the IoTSP. These technologies enable our customers in industries, utilities and infrastructure to analyse their data more intelligently, optimize their operations, boost their productivity, and their flexibility.

ABB is advancing the IoTSP by helping customers develop their existing technologies, while keeping sight of our enduring commitment to safety, reliability, cyber security and data privacy.

The Internet is enabling a revolution in industry is connecting intelligent machines and the collective data generated from a growing number of electronic sensors. We are ‘seeing, hearing, and feeling’ our industrial processes like never before and this empowers the decisions we make to optimise performance.

This revolution allows us to operate machines more safely, with greater efficiency, and with lower environmental impact, not just individually, but as complete systems, working in harmony to enhance power and productivity for a better world.

 

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Replacing a manual paper-based job scheduling system with JobWatch software from BigChange Apps, has enabled Sheffield based DP Doors to achieve greater productivity across its 23 strong mobile team. Revenue is up 25%, there is a doubling of first-time fix rates, fuel savings of £5,000 and a 15% reduction in adminstration. 

DP Doors is an industrial door specialist. It  manufactures, install, maintains and repairs fire doors, roller shutters, steel security doors, PVC strip curtains and crash doors. The family run business employs 42 employees, including 23 field based engineers, serving a nationwide blue-chip customer base. Projects come in all shapes and sizes, including huge doors that are 14m high and 6m wide.

The company prides itself on delivering the highest levels of service and response. Industrial doors are mission critical for customers including food companies who need to separate frozen and chilled areas and maintain the integrity, safety and security of their products.

DP doors were looking for a mobile workforce system to address two key issues within their operation. One was to achieve higher first-time-fix rates. Secondly the business wanted to eradicate the excess paperwork that was hindering productivity.

The company chose JobWatch from Big Change, after careful comparison against two other solutions. “We chose JobWatch as the team at BigChange really understood our business. They had something out-of-the-box that really fitted with our requirements. Plus the overall system offers great value - combining mobile, back office and real-time workforce tracking,” said Managing Director, Alan Bolsover.

Paper work reduction

The company used to take several sheets of paper to every single job (a method statement, risk assessment, vehicle check and job card). In addition drivers had to visit the office to collect job information, adding extra travel time to each day. JobWatch has simplified the workflow, replacing paper job cards with electronic worksheets on rugged mobile tablet. Engineers can access job information instantly wherever they are and travel from home straight to the first job of the day.

 

“At times we were were overwhelmed with paperwork and the manual admin that goes with it. It’s time that we could be spending selling, marketing and developing the business. Admin isn’t adding value,”  pointed out Bolsover.

Smarter scheduling

Smarter scheduling has eased the challenge of planning work for the 23 engineers to locations nationwide. It’s maximising billable time, avoiding unnecessary travel and making the back-office team far more productive. Real-time visibility is avoiding multiple calls to the mobile team to check on status or location.

JobWatch is also helping DP Doors with Health & Safety compliance - an area that’s crucial in this industry and at the top of the agenda for blue-chip clients. Engineers were failing to complete or return their daily driver checks to the office. The JobWatch mobile app now makes it easy for drivers to do their checks at the beginning of each day - and the app won’t let them start work without it. Faults or defects can be logged instantly, ensuring that the maintenance manager is alerted to manage them to resolution. In addition JobWatch is ensuring that risk assessments and method statements are just a click away on the mobile tablet.

Integrated invoicing

Integrated invoicing is invaluable, says Bolsover. It enables jobs to be invoiced as soon as they are completed. Engineers can capture photos on-site for proof-of-service and can be shared with customers.

“We were waiting days for job cards to come back. If a job was on a Monday, we wouldn’t get the paperwork back till Friday. This could have a real knock-on effect on cashflow. With JobWatch we don’t have to wait for anything to be returned to the office - there are no documents that could get lost. Plus we’re able to bill accurately for time spent on site. We’re also looking to start using JobWatch for our invoicing too.”

Finally, JobWatch is helping DP doors to reduce their fuel use, one of the highest costs incurred across the entire business. Drivers are receiving a tailored de-brief at the end of each working day, with friendly encouragement towards safe and responsible behaviours. Line managers can see which drivers are achieving the best MPG and can reward the team accordingly.

 

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As field service tools become increasingly Internet based connectivity becomes an ever more significant challenge. We look at how Volvo Construction overcame their connectivity woes...

About Volvo                                                  

Volvo Construction Equipment was established in Great Britain in 1967. A division of the Volvo Group, it has established a reputation for market leading quality equipment and customer support.

A supplier to the mining and construction industries, Volvo provides an extensive range of equipment including wheeled loaders, articulated haulers, excavators, utility equipment and pavers.

The business operates eight customer support centres throughout Great Britain, supplemented by strategically located home-based engineers. Its headquarters are located in Duxford, Cambridgeshire.

The challenge

Volvo Construction Equipment’s team of field engineers travel across the UK each day responding to customer queries – from initial fault diagnosis to servicing and updating equipment. These engineers are largely dependent upon access to internet-based tools, hosted on the company’s network, for diagnosis and configuration purposes. Yet visits can often take place in remote or inaccessible areas of the country with poor mobile signal.

Previously, engineers were provided with a single-network USB dongle that could be plugged into laptops for network access. The limited geographical coverage meant that this had proved hugely unreliable, with engineers often unable to find a strong signal from the network provider.

 

Without access to the internet, engineers were often forced to return to the nearest depot – which could be up to 60 miles away – or in some cases, seek out a local café or restaurant offering free Wi-Fi.

This inability to complete the job on the first visit was also frustrating for customers unable to progress a project due to a broken down machine.

Richard Shelford, IT Operations Manager at Volvo Construction Equipment, said: ‘‘Engineers would often arrive at a job and carry out the initial diagnosis only to find that the network signal was too weak. From a customer-service perspective this was really tricky, as they would be forced to abandon a job and drive off to seek Wi-Fi access somewhere else.”

He added: “This process was proving hugely costly for us in both time and mileage but also for our customer whose downtime costs can run into tens of thousands of pounds.”

The solution

Volvo Construction Equipment was recommended to contact M2M Intelligence to see if they could suggest a more efficient way to operate.

M2M was able to supply a Multinet roaming 3G SIM which enabled field engineers to create a local hotspot with a Wi-Fi router in their van. The M2M-i Multinet SIM enables the router to connect with any available UK network so Volvo engineers are no longer reliant on a single provider’s ability to supply a constant signal in all areas of the country.

These hotspots allow staff to connect and use the online diagnostics virtually wherever they are working.

 

A trial across eight vehicles was tested by senior engineers, with extensive experience of the industry - including first-hand knowledge of some of the challenges that the business was facing. Following a successful trial, the solution was quickly rolled out across the Volvo Field Service team.

The results

Volvo was able to vastly improve its customer service by eliminating wasted site visits and reducing equipment down-time. This has also had a number of additional benefits in regards to productivity, cost savings, employee satisfaction and internal communications.

Productivity increased

M2M’s Multinet roaming SIMs have ensured field engineers are connected virtually anywhere. This has had a major impact on productivity as engineers are now able to increase the average number of campaign updates, including diagnosis or configuration, each day.

Cost savings

The solution has also driven significant cost-savings for the business – both in terms of vehicle expense and staff time. Field engineers no longer have to drive back to the depot or a local restaurant to gain Wi-Fi access – and are operating more efficiently as a result.

Employee satisfaction rose

Increased productivity has removed many of the frustrations experienced by field engineers. Rather than facing obstacles around limited network signal or the associated stresses of having to find a nearby location with access, they can focus on the task in hand. This means delivering a speedier service to customers and getting equipment and projects back up and running as soon as possible.

Better internal communications

The business has also seen an improvement in internal communications. Staff can use internet-enabled video conferencing more frequently to communicate with product specialists and between different depots. This is allowing field engineers to tap into company resources – and quickly.

The company now has plans to continue a phased roll-out across the wider business, including product specialists and sales teams.

‘‘Almost immediately after trialling M2M’s solution, we knew we had to have it!’’ said Richard. ‘‘Our engineers were previously carrying out approximately two campaign updates per day. Using M2M’s solution, they can double that - so to say it’s had a big impact on productivity would be an understatement! To quote one of our own engineers, ‘it’s simply brilliant’.’’

 

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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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For nearly 40 years, Servequip have been in the business of supplying and maintaining foodservice equipment, with customers ranging from Prezzo and Frankie & Benny’s to celebrity chefs like Gordon Ramsay. Two years ago, they decided to improve their systems by incorporating Tesseract’s service management software.

Servequip have their fingers firmly on the pulse of the foodservice equipment industry. While they don’t actually manufacture the equipment, their parent company Jestic exclusively imports selected brands from Europe and the US and sells it to catering establishments within the UK. For example, Jestic exclusively sells Henny Penny cooking equipment to KFC. Servequip are then responsible for maintaining the equipment during the warranty period, although high customer satisfaction means they are often called upon to continue maintaining it post-expiry of the warranty.

The maintenance work undertaken by Servequip involves a team of over 30 engineers working all over the UK. Given that most of the equipment maintained by Servequip is premium, energy-saving and highly technical, these engineers have to be proficiently trained and factory approved. They can be called upon to deal with a variety of cooking equipment issues.

 

Servequip’s impressive first-time fix rate, currently at 88%, demonstrates how it important it is for them to be backed by an efficient service management system.

The old program

Pre-Tesseract, Servequip relied on an older, less user-friendly service management program. Stock management and service calls were controlled by separate systems, and stock management involved a degree of manual intervention. It was also difficult to see internally what all of the engineers were doing.

They had to look at each engineer individually, which took time and effort. As Servequip are determined to provide a first-rate service, fast response times and first-time fixes, they decided they wanted some consolidation and a greater degree of visibility and efficiency.

“The other problem was that the old program had started to creak and groan and occasionally fall over completely,” says Neill Pearson, Service Director of Servequip. “We wanted to future-proof ourselves by investing in a fresh, new and more adaptable system.”

Tesseract comes aboard

Servequip were aware that other similar companies were already using Tesseract, such as Manitowoc Foodservice, which also supplies and maintains kitchen equipment. In addition, Tesseract’s software was in operation at Jestic, a foodservice equipment company which bought Servequip in 2011.

Jestic is responsible for the distribution side of the business, while Servequip concentrate on the repair and maintenance of the equipment.

With that in mind, Servequip cast their eyes over 10 to 15 service management systems, although they only gave serious consideration to three, including Tesseract. Of those three, Tesseract came out on top.

 

“We looked at Tesseract in operation at other companies,” says Pearson. “It just seemed to do everything, from servicing and scheduling to parts ordering, stock control and invoicing, and it seemed to handle parts and stock a lot better than other systems we looked at. It was also much more user-friendly than our old system, and the fact that it really worked for a number of similar companies to ours led us to make the decision to go with them."

Servequip’s old program was internally installed on their own servers, and while Tesseract does offer centrally hosted, cloud-based software, known as SaaS, Servequip elected to implement the internal version of Tesseract’s service management system.

“We already had a good IT infrastructure, so we wanted Tesseract to integrate with that,” says Pearson. “The other advantage of an internal system is that you don’t have to rely on an internet connection, so if the internet goes down for any reason, we can carry on working.”

One of the numerous benefits of SaaS service software is that it is updated by the host or provider rather than the customer, and on a much more frequent basis than internal service management programs. “This isn’t a problem for us,” Pearson explains.

“Even though we don’t get automatic updates through the cloud, Tesseract is very good at regularly accessing and updating our system. So from our perspective there’s not much difference.”

How have things changed for Servequip?

Tesseract has been in place at Servequip for nearly two years now. Servequip make use of Tesseract’s Core Control Centre, Parts Centre, invoicing and customer asset tools, as well as its reporting service.

Furthermore, Servequip had a working financial system already in place when Tesseract came aboard. Thanks to Tesseract’s  inherent malleability, this was successfully integrated with the rest of the system. The majority of Servequip’s processes are now managed by one integrated system rather than several.

“Tesseract has improved our business by giving us much greater visibility,” says Pearson. “It has sharpened our business. While no business can claim to be perfect, Tesseract helps us to see our mistakes as soon as they are made. This puts us in a much better position than other companies.”

 

Tesseract has also helped improve efficiency and save time. Pearson explains, “Stock is much easier to order now, because the system guides us as to what to order and when. Parts go out a lot quicker to our engineers and the whole process is more reliable because we have cut out human intervention and therefore the risk of mistakes.”

What this means is that Tesseract is helping to have a direct impact on Servequip’s first-time fix rate, which continues to steadily increase and be something that Servequip take great pride in.

What does the future hold for Servequip?

Being a service business, Servequip are always looking for new ways to improve their efficiency and productivity. Currently  they are using Tesseract Service Centre Version 5 and they are looking to upgrade to Version 5.1 at some point in the near future.

They are particularly interested in  getting more usage out of Tesseract’s reporting tools, as they would like to be able to report directly to their customers.

“Our first priorities are to review the reporting side of things, incorporate some new features and upgrade to the latest version,”  says Pearson. “After that, we intend to look at what else Tesseract has to offer.”

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Anglian Water is the largest water and waste water company in England and Wales by geographic area, operating 1,257 water and waste water treatment works, with over 112,000km of pipework across 27,500km.  Anglian Water services more than 6 million domestic and business customers in the East of England and Hartlepool.

Anglian Water had an established ClickSoftware Scheduling system in place. With more than 15,000 jobs per day being deployed to 1,300 Field Engineers, it was essential that the schedules were as optimised as possible. To ensure they were getting the most out of the system they turned to Leadent Solutions a management consulting company specialising in mobile workforce management.

Anglian Water’s senior managers were aware that they were not optimising their schedules, often seeing ‘white space’ on the Gantt – effectively idle time for Field Engineers.  System changes introduced over a seven year period had added complexity to the system to the point that it really didn’t appear to be working well.

 

With the benefit of hindsight it was clear that necessary change management rigour had not always been applied. Perceived poor performance led the scheduling staff to mistrust the automated scheduling functionality. Analytics showed that this had led to 70% of jobs being manually scheduled, which accounted for approximately 300 hours per week.

Previous investigations had highlighted issues with data, processes, and Scheduler behaviours.  The Operations Management Team took this feedback on board but also wanted to understand the level of integrity of the system set-up and configuration. As a long-standing partner of Anglian Water we were asked to draw on our niche expertise, and asked to undertake an independent review of the system.

Leadent undertook a 6 week programme of work to review the scheduling system.  Before focusing on technical issues they:

• Worked with the Operations Management Team to understand business needs and goals
• Spent time with the Scheduling Team to better understand their viewpoint and working practices

Their Technical Consultants then completed a detailed review of the system set-up and configuration.  Issues were shared with Scheduling Team to validate initial findings.

The full technical review showed that over time the system set up and configuration had become:

• misaligned to business goals and processes
• overly complex, often with conflicting elements

It was clear why the system was not performing optimally, explaining in part why confidence levels in the Scheduling Tool had reached rock bottom.

Emma Newman, Managing Consultant at Leadent Solutions who led the review said “taking time to understand the current position at Anglian Water opened up a series of questions that prompted the team to really start to re-focus and re-address what good looked like ‘today’. Not what was, or what has been, but what is needed now in order to ensure their system continued to support the organisation as effectively as possible, and was properly aligned to future business initiatives and objectives.

Best practice and process adoption is born out of confidence and trust in the solutions that are in place, which was something that was starting to diminish at Anglian Water.

 

We were able to clearly identify the current position, and have understood where the Anglian team want and need to be. Recommendations on how to get there meant that we could help to re-focus their minds on best practice and make sure that the system configuration became relevant to their day to day workforce planning operations.”

Richard Cartwright, Technical Consultant at Leadent Solutions said “Conducting an overall assessment of configuration and technical set up will always unearth the opportunity to make an improvement of some kind. Taking a proper look under the bonnet and making sure workforce management configuration is working to drive the correct business objectives is vital in making sure you are getting the most out of the tool you have invested so heavily in.

If your business changes, the technology has to be re-assessed to make sure it is still working for you and not against you, and in some cases with Anglian, configuration had ended up in a position where it was definitely going against the grain in some areas of the business.”

During our time on site at Anglian Water, we were able to take time to ensure that employees involved in scheduling activities were trained in best practice techniques, as well as up-skilling the third party IT service provider to ensure on-going support was in place.

At the end of the six weeks, a comprehensive report was compiled and presented back to Anglian Water.  The report enabled the business to understand the systems and business processes that were in place, how this compared against others in their sector and industry best practice.  The report also gave clear and specific advice on the remedial action required to maximise their investment and support their on-going strategic goals.

The recommendations made in the report were completely endorsed by the Operations Management Team.   Working with the Scheduling Team and broader business, we were asked to make all necessary changes to the system set-up and configuration.

Ian Rule, Head of Anglian Water’s Operational Management Centre said of the review: “Leadent Solutions have demonstrated their extensive expertise in both scheduling systems and workforce management.  The in-depth review and improvement plan has shown us that they not only understand the complex technical aspects, but also the business – its needs and goals.  Their no-nonsense approach has ensured that we have been given the right information to make essential decisions.  They have delivered where others have failed.”

 

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More than eight years ago, Artic Building Services decided to incorporate Tesseract’s service management software into their core services and company operations. It’s a partnership that’s gone from strength to strength ever since.

Founded in 1998, Artic Building Services specialise in providing engineering solutions for building services within the public and private sectors. They provide heating, ventilation, air conditioning, electrical, plumbing and security systems, major refurbishment works and even gardening services. Their broad base of customers ranges from large, multiple site hospitals and universities with residential engineers to small, single sites serviced by mobile teams.

Artic utilise the expertise of a vast workforce, including more than 50 field engineers, engineering managers, help desk operatives, accountants and secretaries. While they pride themselves in their diverse human skill set, what makes the whole operation run smoothly and efficiently is their computerised service management system – courtesy of Tesseract Service Centre.

Looking back - the old system!

Artic are responsible for looking after a full range of mechanical and electrical assets in the buildings of more than two hundred clients nationally. They deal with problems and breakdowns in air conditioning units, boilers, chillers and electrical, water and sanitation systems, and perform regular maintenance.

Eight years ago, before Tesseract came on board, Artic arranged and organised the attendance of their engineers manually.

“We wanted to be more efficient and develop with the ISO 9001 standards,” says Donna Peacock, Operations Manager of Artic Building Services. “We were seeking new clients, and certain companies wanted to know why we were better. They wanted to see it. Tesseract gave us the edge we needed to rise above our competitors.”

The Tesseract integration – the early days!

Clients would notify Artic of problems by phoning or emailing their office. Artic would then look at paper maps and telephone their engineers, deploying them on the basis of who was closest and their skill level.

Artic would log on to Tesseract’s browser-based web portal and record the call out. Numbers and timings generated by Tesseract Service Centre would allow Artic to track and monitor the status of the job. But manual operations and copious paperwork were still big features of the way Artic managed their functions.

For example, the engineers would be required to fill out a Field Service Report Pad, which the client would have to sign. They had to record the site name, the time they got there, the time they left, the problem, whether the problem was resolved, any parts needed and their mileage. Another form would also be completed if further works were needed.

 

“At that stage, Tesseract helped us track what was going on with a job and created purchase orders,” says Donna Peacock. “We required more from the database. We needed to completely streamline our processes for the benefit of both our clients and our engineers. Tesseract have accommodated that need. Over the years they have moulded their services to fit our requirements.”

Next Steps - Remote Engineer Access!

A revolutionary overhaul of Artic’s field processes came with the introduction of Tesseract’s Remote Engineer Access. Artic phased out the use of Field Service Report Pads and rolled out Personal Digital Assistants (PDAs) to their engineers instead. PDAs allow the engineers to log in remotely, view calls for dispatch, enter their service reports, raise parts requests and close completed jobs, amongst other functions. Engineers can also access Artic’s task list, namely the serialised products they are required to maintain.

This is where Artic encountered their first hurdle with the initial PDA models that were supplied.

“Our engineers do have problems with signal whilst working on their allocated jobs,” says Peacock. “This means they had trouble getting online to record the data they needed to on the old devices. We needed them to be able to work offline.”

 

So Tesseract developed a system that allowed Artic’s engineers to work offline, and a new, more advanced line of devices was rolled out. Now their engineers can work in completely signal-less areas and still log all their information, which is then recorded onto the system as soon as signal is restored.

“Some of our engineers loved the PDAs,” says Peacock. “Some took a bit longer to adjust. But now 98% of our engineers use the devices, and they’ve been really successful. Engineers can now have a job completed, invoiced and closed down in the same day, when before, using the paper system, it used to take a week. Sometimes a week and a half. The PDAs have made life at Artic so much easier and more efficient, which in turn means we’re able to better serve our clients.”

In addition, the ability to attach core Artic health, safety and industry compliance paperwork to a given job has reduced bureaucracy within the helpdesk. The process has given clients compliant, fluid and real-time data capture for their sites.

Other Benefits!

Instead of clients having to telephone Artic’s offices, Tesseract have installed Remote Client Access. Now clients can log onto the Tesseract system and enter the fault – be it a broken tap, a malfunctioning air conditioning unit or a toilet that won’t flush. They are able to track their own calls and monitor whether Artic are meeting their time limits by way of a ‘traffic light’ system. This saves time for Artic’s clients and Artic themselves.

 

Further integration of Tesseract’s service management software now allows Artic to use satellite navigation to deploy their engineers. It means they are able to identify any traffic issues and warn their engineers accordingly, which was impossible when they relied on paper maps.

Artic also use Tesseract’s Customer Asset Management tools and Parts Centre to monitor and maintain their client’s assets and generate purchase orders for parts. They use Tesseract’s Quote Centre to log quotes for potential new clients, enter client data and convert accepted quotes into new contracts, which are also managed through Tesseract.

Finally, Artic have developed a number of different reports within Tesseract. These help them with auditing and reporting to the Board on key commercial orders such as invoicing, sales, quoted further works, budgets, outstanding calls, profit and loss, outstanding calls and new sales prospects.

Ongoing Development!

As Artic are a service company, their driving force – and the key to their success – is to keep improving the way they operate. Currently they are looking into several features they would like to incorporate into their operations. These include automated email reports to clients when jobs are complete, and to managers so they know which jobs are outstanding.

They are also looking to make some tweaks to their task or asset list, and introduce a system for tracking and monitoring their fleet of vehicles.

“At present we are maintaining our vehicles by looking at a spreadsheet,” says Peacock. “We’d like to streamline this. We’d like to make sure all our vehicles are serviced, safe and up to spec through a live system instead. It’s one of the many things we’re looking into to make our processes even better than they are.”

A System That Works!

Over the past eight years, Artic have come to rely quite heavily on Tesseract, and their processes, output and customer service have continued to develop and improve as a result.

“The Tesseract system is not the only computerised service management system we have in place,” says Peacock. “But it is the hub of all our systems. We call it the ‘Alpha’.”

Tesseract’s service management software has now been a part of Artic for so long that Tesseract refer their new clients to Artic so they can see the entire system at work. Peacock says, “We will happily give them a demonstration. Show them why Tesseract are such an invaluable aid to any service company’s operations.”

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Talarius, the market leaders in the arcade sector, have been using Tesseract Service Centre for the last year to manage their engineers. Feedback from Talarius is that, under Tesseract, efficiency has improved, visibility is greater and their engineers now do a better job in a quicker time.

Talarius are the largest arcade operators in the UK, and have 168 Adult Gaming Centres with more than 10,000 slot machines across the country. The company is a wholly owned subsidiary of the Tatts Group, one of the largest gaming companies in Australia. Talarius provide a service to both dedicated, regular gaming customers and those who enjoy a flutter on a night out, or at a motorway service station on a long journey.

However, slot machines are susceptible to faults and, with so many machines to look after, a fault generally occurs in at least one Talarius machine on a daily basis. A dirty note or bent coin is sometimes all it takes to cause an issue. The importance for Talarius has always been to uphold a tight maintenance regime and ensure all their machines are up and running again quickly and with minimal hassle. Just one malfunctioning slot machine is a perforation through which the company’s income will fall.

The paper method

Before Tesseract were welcomed into the fold, Talarius operated a much more manual system. If a fault occurred in one of their slot machines, staff at the venue would enter the fault in a logbook. Talarius’ engineers would attend each venue daily on a circuit, check the logbook and endeavour to fix any machines that needed their attention.

In terms of monitoring company efficiency in remedying problems, Talarius was reliant on calling each venue daily for an update as to any faults resolved or reported the previous day. They would then record this on a spreadsheet. In terms of monitoring the performance of the engineers and tracking parts required for repairs, Talarius relied on weekly emails and order forms from the engineers. The order forms specified what parts had been ordered and when. The emails detailed how many faults the engineer had repaired that week, how long each repair had taken, and how long the engineer had taken to get to the venue. In other words, monitoring depended solely on the subjective views of the engineers, conveyed through handwritten notes and tick boxes on bits of paper, rather than an objective, centralised, tech-based system.

 

“We decided we needed to be more efficient,” says Paul Monkman, Service Director of Talarius. “We are a service company after all. We wanted to make the way we operate the best it could be. If we did that, we could more easily make the service we provide to our customers the best it could be, too.”

Time for a change

Realising they needed to take a giant leap into the 21st century, Talarius put out a request for tender, looking for a service company to revolutionise their systems. Five companies bid for the contract, but Talarius chose Tesseract because they were willing to customise their service management software package to fit with Talarius’ systems and specific needs.

“Tesseract were the best fit,” says Monkman. “We operate slightly differently from other service companies, and Tesseract were willing to accommodate that and offer a tailored approach to our needs.”

These operational differences mainly concern the ordering of parts. Other companies have warehouses and parts centres from which they regularly order the parts they need, and supervisors in charge of the ordering process. But Talarius engineers are allowed to order their own parts from the most cost effective supplier. Tesseract have within their parts centre module a facility for the office to centrally control purchase orders based on field requirements. However, Talarius only wanted facilities to be able to track the parts ordered directly by the engineers. Tesseract were able to accommodate this, providing a system whereby a number is generated each time a part is ordered, allowing Talarius to track and monitor it.

How have things changed?

The way Talarius deploy their engineers has changed completely. What’s now in place is a browser-based web portal to which all of the gaming centre venues have access. When a fault occurs in one of the slot machines, the venue can log the fault online. Their engineers receive notification of these faults by way of an Android-based app on their mobile phones. Furthermore, the faults are graded in terms of priority, and the more profitable venues will get attention quicker.

Monkman says, “Instead of the logbook, which didn’t get seen until the engineers had done their rounds, now the venues can report faults online within ten seconds – which goes directly to the engineers. It’s very user-friendly and practically fool-proof! Perfect for a company that has a wide variety of computer skill levels.”

The new system is capable of cutting the standard delay that was an inevitable component of the old system; each venue would have to wait for their daily visit, coming at whatever stage that venue was placed on the engineer’s circuit. It also means engineers can get to the higher-priority sites quicker than the old circuit system would have allowed.

 

Regarding parts ordering, the engineers now use the apps on their phones to generate a part request number. The engineer will call their chosen supplier directly, and Talarius will use the part request number to track the item.

“We tried to implement a system whereby parts could be ordered automatically, but it proved problematic,” says Monkman. “It could get messy if our engineers needed to discuss the part they needed, or ask the supplier a question. Our engineers are happy to continue managing parts directly at their end, and we are happy at our end because we now have the facility to track the part.”

Rather than compiling weekly emails with estimates of their own timings and performance, the system is now based on entries made by the venue and engineers and will calculate the timings exactly. The new software gives the length of time between dispatch and attendance, timings for completion of repairs, whether any faults are recurring, and whether a machine is waiting for parts.

“We now have a system that’s both real-time and better at monitoring faults and engineer performance,” says Monkman. “We have streamlined the process, made it more efficient, and we now have information we never had before. Our engineers like it because it backs up their work and saves them paperwork.”

A better service

Talarius are in a much better position than they were before entering into a partnership with Tesseract. Tesseract’s service management software has given them enormous visibility. They now know what is going on at their venues and with their engineers without the time-lag of their old system. With a part, they know who ordered it, when it was ordered and dispatched, and when the part arrived. Profiling faults and remedying them on a priority basis means that the venues are better served and machine profits have gone up.

“We can now be more reactive to problems,” says Monkman. “The accuracy and visibility of the system also means our engineers do a better job, and do it quicker. Adding it all up, it means Talarius is able to offer a better, more efficient service to its customers.”

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