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Tom Devroy, Product Evangelist for IFS Service Management products outlines the various options available to field service organisations looking to improve their service management delivery...

Want to know more? Tom DeVroy has written a white paper on this project which is available exclusively to fieldservicenews.com subscribers.

The good news is that if you are a field service practitioner then you may well qualify for a complimentary industry practitioner.

The even better news is we will send you a copy of this white paper when you apply as a welcome!

Click here to apply for your complimentary industry subscription to fieldservicenews.com and access the white paper now!

Note: Please do take the time to our T&Cs (available in plain English at fieldservicenews.com/subscribe) and note that this content is sponsored by IFS)

When Winston Churchill said, “He who fails to plan is planning to fail,” he wasn’t referring to field service businesses, but it still rings true. Field service organizations understand that efficient route planning is essential to being successful; smart routing is efficient and enables service technicians to become more productive by completing more jobs per day. However, they may be overlooking the added benefits of schedule optimization as an intrinsic part of the solution.

Any organization that needs to manage a mobile workforce—whether it’s for product delivery, service staff or service technicians—can benefit from planning software to simplify scheduling, manage workflows and improve the bottom line.

So what is it that businesses are trying to automate with scheduling and route planning? We ask this question frequently of field service organizations. There are a lot of products in the marketplace, and they all have a value proposition and price point, but each should also be expected to deliver a certain benefit for the cost.

The Essentials of Route Planning

Some businesses simply assign a certain number of jobs to a technician, usually based on geography, or customer visit frequency, and want software that will figure out a route for that technician to finish their assigned work.

This kind of routing software has been around for some time, and, in its simplest form, it’s something we all use frequently: it is navigation and turn-by-turn directions.

This kind of routing software has been around for some time, and, in its simplest form, it’s something we all use frequently: it is navigation and turn-by-turn directions.This basic form of simple route planning is built into almost every smart phone that has a global positioning system (GPS)-based navigation system.

More advanced navigation systems can interact with real-time traffic services to suggest the shortest journey from a time or mileage perspective. This is straightforward technology and quite inexpensive, as it’s usually included in your phone plan.

Service organizations don’t really have to invest much to receive the benefit of this type of simple route planning. However, this solution leaves a lot of decisions in the hands of the technician. This self-planning, self-scheduling method is very inefficient: who they choose to visit first and last can have a huge impact on productive time, drive time, overtime, fuel consumption, service level agreement (SLA) compliance, and customer satisfaction.

Ultimately, this solution will fail when jobs and SLAs are missed, or workloads become inefficient.

Optmizing Resources

Where field service organizations start to see a real payback is when they begin using scheduling software that includes travel calculations as part of the schedule.

The jobs assigned to the technician represent the demand, and the scheduling software manages the labor supply. The scheduling software determines the order and the resource, and considers workload balance, while the route planning software can create the best way to get from one location to the next.

This is a more intelligent, more encompassing planning method that produces a more reliable, scheduled plan. It also takes the subjectivity out of the hands of the technician and puts it back in the hands of management, but it only addresses productivity and cost saving at a cursory level.

Some planning software will take into consideration multiple variables to determine an optimized route.Some planning software will take into consideration multiple variables to determine an optimized route.

The trucking industry has used this kind of route planning software for some time. For instance, a trucker’s licensing and certifications could be considered for what type of equipment they can operate, how many hours they have driven on a given day, week, or month, and how much additional driving time they can be assigned. In this case, fuel consumption or total drive time can be factored into the optimum route as well. This can be fairly effective if the work that is planned throughout the day is static, or, in other words, is not subject to change.

Managing Complexity

In a service business, there can be a plethora of skill set considerations for each job. Perhaps a technician or subcontractor is not welcome at a particular customer site, or maybe the technician doesn’t have the right training on a given piece of equipment.

In simple terms, why send a journeyman to do the work of an apprentice? It is most advantageous for both the customer and the business to send the right resource for the job, based on all the available information at the time the job is assigned to the field, taking into consideration cost, location, capability, and customer expectations.

Many service businesses assign work based on a customer intimacy model; for instance, primary, secondary, tertiary technician (or subcontractor), but this model doesn’t always hold up. In other industries, particularly when the equipment is highly technical and often sold through distribution, the technician is the face of the company to the customer. Although this should be a consideration for who gets assigned to a job, it shouldn’t be the only one.

Dynamic Scheduling

The variability or dynamic nature of a service business manifests itself in other ways.

Besides calls sometimes taking longer than estimated, there are also unexpected traffic problems, emergency calls throughout the day, different prioritization of service work, other skills required to fix a given problem, customer commitments, unexpected fleet problems, and, finally, planned maintenance.

The variability or dynamic nature of a service business manifests itself in other ways.Whether guaranteed through a contract or mandated as an engineering change order, planned maintenance should be considered so that engineers are fully utilized. All of these variables should be balanced against optimum schedule efficiencies, like reduced total travel time, maximum productivity, minimized fuel expense, and least-cost resource assignment.

Having scheduling software that intelligently factors in the best way to assess these variables in a dynamic fashion is a differentiator to efficient service labor management.

Conclusion

The most important part of selecting a successful field service solution for your needs is to plan with your businesses goals in mind.

As you start to create a vision of where you want your service business to be, think about the long-term impact of all of the technology on your business from an operations standpoint. Lay out an implementation plan that will fold that technology into the organization as you are ready to absorb it. This paper just focused on planning and scheduling but other variables in the areas of technical support, contract administration, product management, service logistics and reverse logistics are equally important.

As it relates to moving your field people against customer demands, perhaps a simple route planning tool is where you want to start, but there may be a better way to significantly change and improve your service delivery by implementing solutions that allow you to get where you want to be. And that planning strategy is your best plan for success.

Want to know more? Tom DeVroy has written a white paper on this project which is available exclusively to fieldservicenews.com subscribers.

The good news is that if you are a field service practitioner then you may well qualify for a complimentary industry practitioner.

The even better news is we will send you a copy of this white paper when you apply as a welcome!

Click here to apply for your complimentary industry subscription to fieldservicenews.com and access the white paper now!

Note: Please do take the time to our T&Cs (available in plain English at fieldservicenews.com/subscribe) and note that this content is sponsored by IFS)

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Tesseract’s Sales Director Kevin McNally, with over 15 year’s experience in the industry, explores the key elements with Kris Oldland Editor of Field Service News...

Want to know more? A white paper on this topic is available for Field Service News subscribers only - but if you are a Field Service Professional you may well qualify for a complimentary industry practitioner subscription!

Click here to apply for your subscription now and we’ll send you the white paper to your inbox now instantly as a thank you for your time!

[dropcap]F[/dropcap]ield Service Management technology has become essential to service delivery excellence. Service excellence is no longer a USP but a baseline requirement. However, whilst technologies such as IoT and Augmented Reality are grabbing the headlines their potential is greatly diminished unless you have a fundamental layer of technology in place already.

This two part article explores what to expect from a FSM system and offers best-practice tips to help you get the most from your investment...

Contract Management:

[quote]“The starting piece for everything is the contract and the control of the contract. Without that in place it is very difficult to bring everything else on top of that.”  Kevin McNally, Tesseract.

Contract management is often viewed as the starting point of almost everything within field service management operations. Without a view of your service contracts you cannot have to hand the answers for critical questions such as:

• What is the SLA on any given contract?
• Is a client under warranty or do they have an enhanced level of service contract
• Does a contract include spare parts and/or consumables?
• Is the service contract due for renewal?[/unordered_list]

You could be at risk of potentially not meeting your client’s expectations and so putting the potential of renewing or upselling service to that client in danger in the future – or on the other side of the coin, you could be giving valuable service away for free.

From the point of view of understanding the assets and also the entitlement that the customer is due as we go through a process of raising a service call or indeed, raising a sales order, we need to fundamentally understand what we should be doing with the entitlement for each specific client.

Scheduling:  

[quote]Optimised Scheduling in our world tends to be more geared to the planned maintenance aspects of service calls – i.e. for those companies who are looking to do things in advance and are looking for the best possible route to achieve this – Kevin McNally, Tesseract

Scheduling comes in a number of different guises and the various different names given to types of scheduling options can be a somewhat confusing but broadly scheduling will come in three flavours:

• Assisted Scheduling: Assisted Schedulers are essentially a manual tool, that as the name denotes offer a layer of assistance to the dispatcher making their job that little bit easier and thus increasing efficiency.
• Optimised Scheduling: With an optimised scheduling tool most of the work is done by the system. It will search through the scheduled service jobs and the available engineers and pull together an optimised work schedule for the day taking into account things like travel times and distances, priority jobs and field engineer skillsets etc. However, when things fall outside of established parameters, it is down to the dispatcher to make necessary adjustments to the schedule to make sure SLAs are met etc.
• Dynamic Scheduling: Dynamic scheduling is a further evolution of optimised scheduling that draws in data from mobile applications and telematics data etc to continuously revise the schedule throughout the day, reacting to situations such as a delayed engineer and reallocating jobs to ensure that the days schedule is continuously optimised.[/unordered_list]

Ultimately, when it comes to scheduling, it really is a case of horses for courses and establishing what is the best fit for your organisation.

Whilst not all companies will see a need for a dynamic scheduler, all but the smallest of organisations can benefit from at least some form of optimisation within their scheduling solution and the efficiencies that can be delivered are significant so it is an area of your FSM solution that you should get to understand and know fully.

Want to know more? A white paper on this topic is available for Field Service News subscribers only - but if you are a Field Service Professional you may well qualify for a complimentary industry practitioner subscription!

Click here to apply for your subscription now and we’ll send you the white paper to your inbox now instantly as a thank you for your time!

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Resource Type: White Paper
Published by:  IFS
Title: Utilising dynamic scheduling in a predictive maintenance world

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Synopsis:

People assume that machines will talk to each other as part of IoT, but it seems that the integration of data from IoT projects is something that is lacking.

In fact, it’s common to see organisations working with multiple IoT projects because of the disconnected flow of data. Effective use of real-time data from IoT projects enables operative predictive maintenance, which can link to advanced scheduling, more effective delivery of service, and higher customer satisfaction ratings. But how do these three business strategies link together?

In the context of this white paper, IoT means using data coming from sensors, in combination with data interpretation to predict maintenance needs. From those predictions of maintenance needs, the most efficient field schedule can be created through advanced scheduling based on data provided from the machine in the field, technician skills, and parts and tools needed for maintenance.

These predictions in combination with advanced scheduling take the schedule beyond drive time and identify the most effective use of your most important asset—the field service engineer

Overview:

This white paper covers four key areas:

IoT Strategy:

No matter the industry, any company can leverage an IoT strategy. Mobile phones, tables, machines and other devices continuously collect information that can be analysed and acted upon.

Cisco IBSG predicts there will be 50 billion internet-connected devices by 2020. This is an astonishing 100 percent increase from 2015.

This increase in internet-connected devices provides the opportunity to embrace IoT in a big way by leveraging large quantities of data from connected devices.

Predictive maintenance:

As unplanned downtime can disrupt an entire organisation, diminishing down-time is invaluable to organisations.

Because downtime can be so costly, most organisations invest in predictive maintenance in an effort to replace worn-down parts before they cause downtime. A well-designed IoT solution is a step in the right direction.

Leveraging real-time with advance scheduling:

When real-time data from an IoT solution connects with an advanced scheduling solution, a field technician can be notified of high-priority maintenance, prioritised by the advanced scheduling solution’s ability to adjust a schedule by responding to customer SLAs as appropriate.

The solution generates the most efficient, cost-effective schedule, identifying travel routes for the technician in closest proximity to the site of maintenance, with the right tools and skill-set to meet the maintenance needs.

Benefits of an IoT solution: 

To move from reactive maintenance to predictive and preventive maintenance, an IoT solution providing real-time data should be implemented. By attaching sensors to equipment and facilities, an organisation can gain information about the condition of the equipment and facilities and how they are being used.

The field service system analyses the data and issues prescribed actions that automatically lead to tasks being performed based on rules defined by the user. For instance, a task could be assigned to a field technician who travels to a customer site to address an issue before a customer is even aware that they have an issue.

Talk about a high customer satisfaction rating!

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Laraine Geddes from Kirona, experts in dynamic resource scheduling, mobile and field service technology contributes an exclusive guide to successfully managing your organisation’s field based workforce...

1. Eradicate paper based systems

Expecting field workers to use paper based records is fraught with potential disaster and inefficiency. Paper based systems often required duplication of work, with data having to be re-entered into back office systems.

KIRONA’S TIPS:

• Deploy mobile applications in the field so that employees only have to record information once while in the field. This improves accuracy of data and frees up more time to carry out more jobs per day. Mobile communication can also reduce inefficient back office administration tasks, or be used to record the information needed for audits.
• Use a workflow driven series of checklists and fields on the mobile device to make sure individual workers follow a standard process. This will ensure continuity of good practice across a region.
• Mobile devices are far more secure than paper. If they are lost data can be locked down through encryption, or Mobile Device Management systems.

2. Dynamic scheduling

Efficiently appointing who visits which site is simplified using dynamic scheduling rather than manual scheduling. Staff availability vs skills vs customer/site availability is difficult enough to balance, add to that factors like service levels, job location, cancellations, even traffic on the road and efficient scheduling is almost impossible.

KIRONA’S TIPS:

• Deploy dynamic scheduling software that can, in real-time, optimise the utilisation of workers in the field - the right person goes to the right location at the right time. This way they spend more time on site and less time waiting for the next job or, for instance, driving unnecessarily long distances to the next job
• Scheduling software can be tuned to deploy personnel based upon pre-set ‘rules’. Work with your technology vendor to utilise this feature so that services can be optimised; like prioritising workers that have visited the site or customer before, or restricting distances to be travelled by employees, or scheduling according to customer needs.
• Consider that most mobile working visits will usually need a follow up visit or another appointment made with a different worker – your scheduling software can allocate new appointments and visits – there and then3. Integrate Systems

Busy staff are often overwhelmed with the amount of departments or agencies they have to collaborate with and the number of systems that they have to provide information to.

By failing to integrate these systems, workers spend many more hours than need be, rekeying data into multiple back-office systems – duplicating effort and creating the potential for mistakes and errors.

KIRONA’S TIPS:

• Choose a mobile solution that can integrate and ‘communicate’ with any system. If implemented correctly this will mean that staff will only need to enter information into their mobile devices once, whereby the data then populates all relevant back-office systems automatically.
• Integrating mobile applications with scheduling systems is particularly powerful. The mobile software can updates the schedule with the emerging day information; allowing visits to be automatically redistributed between staff where visits over-run, customers are unavailable, appointments are cancelled etc.

4. Visibility of front line services

By failing to have visibility of operations in the field, organisations fail to respond to challenges as they happen and lose the opportunity to resolve them at minimum cost and disruption to the customer.

KIRONA’S TIPS:

• Providing mobile devices enables you to track all the factors which impact field performance like: routing of employees, time spent onsite, incomplete jobs, missed appointments, lateness etc. This data can be used to analyse operations, fine tune the scheduling engine or to demonstrate ongoing improvements in efficiency.

5.Having customer information to hand

Arriving at the customer’s location without complete historical notes puts the service provider at a disadvantage when providing its services and is disappointing for customers who expect their service provider to have comprehensive knowledge of their relationship.

KIRONA’S TIPS:

• By using mobile technology the appropriate notes can be delivered to the workers’ mobile devices when they are needed. This means a professional can provide a service with the continuity the customer would expect. It also reduces the risk of them not being able to deliver that service on their first visit.
• Organisations can allow historical records to be sent to field workers for that customer, allowing them to see full details of historic work completed with any certificates, photos, contracts that are relevant. They can also see future planned work future work. This minimises the risk of duplicating work that has already been done or will be done during the course of a contract.

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Commercial catering and refrigeration equipment service provider Serviceline has transformed its field service operations with the Maxoptra dynamic scheduling and planning system from Magenta Technologies.

Serviceline has completed stage one of the project to streamline its operations by providing better visibility of its mobile resources and availability of service engineers’ time.  By automating 90% of field service tasks, the company now has time to focus on enhancing customer service.

Serviceline has 120 engineers collectively possessing more than 400 different skill sets. Planning, matching and allocating work to the best qualified service engineer is very challenging, especially when new jobs come in during the day, which continually changes priorities.

“We had this vision of what we wanted the business to achieve. For us, customer service is key. It’s all about communication, the relationship you build and maintain with your customers. We always had a belief that if we could automate the planning and scheduling process to quickly provide the information our people needed to make the best decisions, then they would have more time to talk to customers,” said Steve Elliott, Managing Director of Serviceline.

“Maxoptra is the embodiment of that concept. It is the first and only dynamic scheduling and planning system that we have found which does that, where there is the programming functionality to take away 90 percent of what our staff had to do manually.”

Elliot continued: “It used to take six months for a new planner or dispatcher to learn fully how to use the two booking systems we used to manage the complexity. Now we have complete visibility of where our engineers are and the status of each job. This allows us to consider options and make the best routing and planning decisions quickly.”

The software is fully integrated with the existing SaaS telematics platform, to provide a map-based real-time display of vehicle location, job status and work schedule. Serviceline can now have optimised schedules from Maxoptra sent directly to in-cab terminals, allowing the field engineers to navigate to their jobs and report their progress in real time. The system also highlights variances from plan.

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Whilst there are some exciting technologies appearing currently that can shape the future of field service, field service companies must have the basic technologies such as scheduling and routing in place first before they explore these emerging technologies argues Magenta's Stuart Brunger when we caught up with him at the Service Management Expo 2015

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Field workforce automation tools such as dynamic resource scheduling and mobile working have had a significant impact on field service, with organisations that have adopted this technology consistently experiencing productivity improvements of 25% or more. However, these tools are not just capable of streamlining the way we currently work, they also provide us with a unique opportunity to do different things. All we need to do is unleash our imagination, says, Laraine Geddes, marketing manager, Kirona

Efficiency drives opportunity

By leveraging the highly sophisticated tools available,  field service organisations have the perfect platform from which to expand. Dynamic resource scheduling enables organisations to improve the way they plan and efficiently allocate resources to field based tasks to maximise capacity and minimise non-productive time. Empowering field workers with mobile technology has not just streamlined the way work is allocated to the field, with real-time updates delivered to centralised functions, but it has also equipped the field worker with the tools that make them more effective in the field.

The result is a far more efficient and effective field workforce. This not only has an impact on bottom line profitability, it also presents an opportunity to grow the breadth of and scale of services delivered in a highly profitable manner.

The customer experience

All of the great efforts on driving efficiencies can be lost if field service organisations lose sight of the customer experience. According to Accenture in 2013, 62% of consumers switched service providers due to a poor customer experience, and although not as extreme, it is a similar picture in the B2B world. Customer retention is vital, according to Emmet and Mark Murphy in their book ‘Leading On The Edge of Chaos’, just a 2% increase in customer retention has the same bottom line impact as a 10% reduction in cost.[quote float="left"]All of the great efforts on driving efficiencies can be lost if field service organisations lose sight of the customer experience.

Using Dynamic Scheduling to provide customers with convenient appointments, using email and SMS to keep customers informed of when your field worker will arrive are all ways of delivering a great customer experience. But this can go even further, enabling customers to book appointments online, having deliveries scheduled at the time of purchase either within stores or online and enabling field-based workers to schedule follow-up appointments when they are with the customer all adds to the customer experience.

Driving new revenue opportunities

Happy customers present opportunity. When a customer has just received great service they have a far higher propensity to buy. By leveraging the field worker’s mobile device to prompt them with targeted up-sells for that client or customer, such as extended warranties, additional related products or follow-on services opens up the opportunity in a timely manner.

Being able to efficiently schedule resources enables you to offer premium services and SLA’s to your customers, generating additional revenues that you are confidently able to fulfil within your current capacity. This is where analytics is immensely valuable, enabling you to simulate different service offerings and understand in which regions and across which skills these can be provided.

Proactive service

Field Workforce Automation tools provide a fantastic opportunity for organisations to make that leap from being reactive to being proactive. Whether that be simply scheduling proactive tasks to complement reactive work, pushing real-time information to field-based engineers for preventative maintenance they should perform during a scheduled visit or filling any idle slots with proactive visits to customers.[quote float="right"]Field workforce automation tools provide a fantastic opportunity for organisations to make that leap from being reactive to being proactive.

Through driving efficiency in your workforce, you create additional capacity with existing resources, this additional capacity enables you to be proactive, all you need to do is understand how best to utilise this time to have the greatest positive impact on your customers and your business.
Whether you deliver goods, provide a facilities management service, offer field maintenance for business or consumers or deliver field-based professional services such as healthcare, you have an opportunity to be the best in your industry. Creating an efficient field service organisation and providing an exceptional customer experience does not have to be mutually exclusive, in fact, they can be highly complementary.

Ensuring you have the right technology in place to enable you to plan and schedule, to connect your field workers with your centralised systems and to analyse and gain true actionable insight into your operation is key. Using your imagination to use this technology to deliver greater value to customers and create new revenue streams enables you to set your company apart from the competition.

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