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Field service appointments can be high-friction events, or strategic opportunities to engage customers and build trust. The outcome depends on whether customers, field agents, and back office support teams are informed and empowered throughout the process. Glympse, a pioneer in location services and location-powered customer experience, is teaming with Microsoft so businesses using Microsoft Dynamics 365 for Field Service can provide customers with constant, accurate awareness regarding the status of field service appointments.

The collaboration seamlessly embeds Glympse En Route, a location-powered customer experience management solution, within the Dynamics 365 for Field Service application through a new, off-the-shelf integration. As a result, end customers receive continuously updated appointment and technician visibility that culminates in a live map view of the technician's location as he travels to the appointment destination.

“Location and estimated time of arrival (ETA) management have become two of the most critical elements of successful field operations and customer interactions - whether it's for a cable installation, office equipment repair, furniture delivery or maintaining mission-critical medical equipment. Customers demand better information to help them manage their busy schedules, including visual, interactive digital engagements that fit their mobile, on-demand lifestyles. Static, one-way alerts aren't enough anymore, and service providers cannot afford to roll trucks to customers who are not available,” said David Troll, senior vice president of Sales and Customer Operations, Glympse.

 

“Our alliance with Microsoft means more field service organizations of all types and sizes, spanning industries across the globe, will have a faster, easier way to leverage Glympse location technology alongside Microsoft Dynamics 365,” continued Troll.

Jeff Comstock, general manager, Dynamics CRM at Microsoft, commented, “By working with Glympse, we're helping our customers provide their end customers even more visibility into technician location and ETA information with a custom branded web experience.”

Users of the joint solution can improve customer service and the effectiveness of field operations - and ultimately drive revenue growth. End customers get steady updates and can track the live status of a service agent, allowing them to more effectively coordinate their schedules with service providers. Prepared customers mean fewer missed, delayed or rescheduled appointments, fewer calls to customer care, efficient appointment execution and faster time to revenue. In addition, internal back office users get better operational visibility through location data, including metrics and live map views of technician teams.

How the Glympse Integration with Field Service Works

The integration package uses standard Field Service workflows to trigger Glympse En Route actions:

• End-customers receive automated periodic notifications containing a unique web link.
• This link directs customers to a web-based experience (accessible via a mobile device, browser or embedded in a customer portal) to view the ETA and/or location of their service representative. As the appointment draws closer, the status is continually updated.
• En Route uses location data from the field to provide organizations with increased internal visibility and performance metrics, helping them better manage their operations.[/unordered_list]

Installing the pre-built integration package is fast and simple. Field Service users with a Glympse license can add these capabilities by completing a simple set-up process.

More information about Glympse can be found here.

More information about Microsoft Dynamics 365 can be found here.

 

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Want to know more about Glympse? Check out our interview with David Troll filmed @ Field Service USA earlier this year here

 

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Kris Oldland, Editor-in-Chief, Field Service News speaks exclusively to David Troll, Senior Vice President Global Sales and Customer Operations with Glympse about their location based technology, including where it adds new value above and beyond standard GPS and tracking options and why his customers are seeing as many  customer satisfaction benefits as they are operational benefits...

 

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David Troll, SVP, Sales & Customer Operations, Glympse puts forward one potential innovative solution of the perennial field service challenge of getting parts and engineers aligned at the same time...

“You can’t deliver a part to a service van.”

This is something we hear often in the field service industry. The reality is, you can.

A recent Aberdeen Group report found the top reason for a failed service visit is parts unavailability1. This is a critical factor in achieving first-time fix (FTF), which is a top driver of customer satisfaction. Without the right parts at the right time, field service businesses face not only increased costs (truck re-rolls) but also lower NPS/CSAT. Yet many factors affecting parts availability are beyond the control of field operations, making the FTF elusive. Assuming the dispatched technician has the skills and expertise to solve the problem, there are still numerous issues that can arise. The initial diagnosis may have been incorrect, only to be discovered on site; the historical record doesn’t match the actual parts used in previous repairs; or fixing the first problem reveals additional issues, requiring new parts.

Some cutting edge technologies like 3D printing (in the field service van) and drone delivery are being explored as possible solutions. They hold promise in the future, but neither is a realistic option today.

Nor will they ever fully address complex, heavy or sensitive parts.

However, current technologies like location services and the Internet of Moving Things (IoMT), including connected vehicles, provide a readily available solution to enable better spare parts delivery, in pursuit of happier, stickier customer engagements.

With three simple steps, you can turn any field service van into a mobile, on-demand parts depot.

Step 1: Source the Right Part

A technician’s options for sourcing a needed part are limited. He can drive to a nearby warehouse, find a co-worker with a spare, or buy it at a local supply store. All of this is time-consuming and inefficient, which can frustrate the customer and worse, jeopardize SLAs – resulting in penalties.

Without a readily available part, the technician may have to wait around (inefficient) or defer to a follow up appointment (bad service experience). SPL providers have the networks and logistics expertise to handle some of this with just-in-time courier delivery, but they still need to connect with the technician.

By logging all inventory (assets, parts, consumables) and making it discoverable based on its location or affiliation with a vehicle, you can gain visibility into all parts options. By integrating your parts management system with your fleet management or field service system, you can achieve maximum efficiency.

Step 2: Apply Location Services to Vans, Parts and People

Regardless of where you source the spare part - a warehouse, a co-worker’s van or an SPL courier -  coordinating streamlined delivery to the job site is crucial.

Leverage a robust location platform to show stakeholders an accurate ETA and location for a spare part handoff. Choose a partner with the flexibility to build sophisticated live map views that enable a real-time holistic vision of people, vehicles and relevant parts in a connected ecosystem.

Finally, determine which scenario(s) you’ll empower your teams to execute:

• A field manager or teammate secures a part from a warehouse and delivers it to the technician
• A technician on the road with the missing equipment drops it off to his nearby teammate
• A colleague or 3rd party courier is dispatched
• The technician locates the part at a warehouse, depot or supply store and travels there himself for a quick pickup

At Glympse, we help customers around the world like Charter (formerly Time Warner Cable), Comcast and others provide the ETA of their field service technicians and deliveries via live map and proactive alerts. We are working with others to provide that same location services platform to inform technicians about exactly when their co-worker or courier will arrive with a spare part and help the delivery person find the technician quickly.

Step 3: Enable the Connected Vehicle for Unattended Delivery

Speed and efficiency are critical for a FTF.

Technicians can’t afford to stop working to wait for a delivery or go into a warehouse/store to pick something up. Instead, make the trunk of your technicians’ vehicles the warehouse or delivery depot.

With location technology and today’s smart-car capabilities, it’s simple. Integrate your connected vehicle with location services to automatically unlock a trunk (using a secure, one-time code and a geofence trigger) once the delivery or pickup person is in proximity of the vehicle.

The part is delivered and ready for the technician when he needs it - right in his own van.

Alternatively, a technician could leverage his connected vehicle to alert a warehouse manager of his ETA and verify his identity for a fast, curbside pickup with zero waiting.

This is just the beginning.

Emerging technologies and location-enabled ecosystems are set to change the way we operate, making field service execution more efficient and effective, driving unmatched customer satisfaction.

For now, we’re well on our way to making sure availability of parts is never a barrier to satisfying customers.

 

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