ARCHIVE FOR THE ‘end-to-end-field-service’ CATEGORY

Users now can engage their end customers with step-by-step visibility for the field service last mile with a live map view, job details and ETA countdown via a Glympse-powered journey...

MSI, a leading developer of cloud-based field service management software, has partnered with Glympse, the pioneer of real-time location technology, to bring rich technician tracking capabilities to customers of its Service Pro field service management solution. The addition of Glympse will enable MSI to strengthen the powerful value Service Pro delivers to its customers.

The partnership creates new capabilities for MSI to offer to field service teams using its leading cloud and mobile applications. In particular, Glympse will further help those companies meet and exceed customer expectations on the first visit, empower technicians to provide more responsive, proactive service, eliminate costly manual processes, and track technician location and status in real-time.

“Glympse is a clear leader in harnessing location and mobility to positively impact the customer service experience,” said Harvey Shovers, MSI President. “MSI is excited to add Glympse to the Scheduling, Mobility and Customer Experience suite of capabilities of our Service Pro platform, enabling thousands of field service appointments to exceed expectations with a real-time experience for the service customer.”

Through the partnership with Glympse, Service Pro users will now be able to:

• Initiate the customer-facing Glympse experience as soon as an appointment is booked – via SMS, email or push notifications – so end-customers can review appointment details, add to their calendar or connect with their provider right from the interactive web viewer
• Provide end customers with progressive updates and ETA countdown as the appointment draws closer so customers can more effectively manage their day
• Offer a real-time, live map view of the technician on the way to the appointment, including an ETA countdown, and culminating in an arrival confirmation
• Collect feedback via the Glympse Journey to view as soon as the technician completes the field service appointment, adding the ability to follow up with the customer quickly if necessary

“Glympse has a strong history helping field service teams communicate with their customers during the most critical step of a service appointment - when the end customer is waiting for their representative to arrive to their home, their office or even a construction site,” said Chris Ruff, CEO & President of Glympse.

“MSI has demonstrated a precise expertise in building modern field service solutions for diverse industries ranging from cable, HVAC and construction to medical equipment and manufacturing. We’re pleased to add a new layer of engagement to the solutions they’re delivering for these industries and most importantly, to help them give back time and control to the customers ultimately waiting for these critical services.”

For more information about Glympse, visit http://www.glympse.com, or follow the company on Twitter @Glympse, or on Facebook, Instagram or on LinkedIn.

For more information about MSI and Service Pro, visit http://www.msidata.com, or follow the company on Twitter @msidata, or on Facebook, Instagram or LinkedIn.

 

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Tools to do the job – hardware

In this series we are tackling the topic of end to end field service and exploring the technology options across each stage of the service call lifecycle.

In part one we looked at taking that request, and in part two we focused on getting the right engineer to the right place at the right time.

There is also an accompanying white paper to this series which is available to download here

In the previous features in this series we have looked at the transition from identifying the need for a service call and gathering as much information as possible to allow us to understand the requirements of that specific call out.

Following that we have looked at the importance of being able to have a 360 degree view across internal systems to enable us to get the right engineer to the job, with all the required tools and parts needed to complete the fix and of course to ensure that the service we are delivering is covered by our customers contracts so we are not giving our valuable service away for free.

All good! So now lets focus on empowering our field service engineers when they are on the job.

Paper is just so 20th Century

Having just had a field engineer visit my own home who was still required to fulfil the documentation of his work in paper based format I was amazed at how cumbersome this approach was and the sheer waste of productivity his organisation (one of the UK’s largest glaziers) must be facing.

Seeing it there in front of me as I signed forms in triplicate it really dawned on me that moving to a digital means of working is no longer a nice to have but a must.

 

Not only is there the very simple business case that moving to a digital first medium will almost certainly pay for itself when you factor in the saved man hours in needless administration (not to mention sheer paper costs!) but also the perception.

Despite the engineer being polite, friendly and doing a great job, I still felt I was dealing with an organisation that weren’t as professional as they should be. In the consumer realm this has some impact on the level of brand trust. In a business to business environment – this could be the difference between choosing your company or your competitors.

So if the decision to go mobile and finally turn away from paper is a given – the question becomes no longer why but how – and this is where there are almost as many variables as answers.

Is BYOD the answer?

 

Perhaps the biggest of these  questions centres around BYOD. The BYOD trend has been much vaunted for many years but has yet to truly take off in the UK and Europe as it has done in the United States.

Whilst the benefits are clear – less cost, quicker adoption and happier staff using the device of their choice, a counter argument surrounding security, insurance and the murky hidden costs of such a set up is easily made.

The emerging CYOD (choose your own device) could well take prominence as a solution that takes the best aspects of BYOD and negates the biggest fears.

However, it is my view that this debate is best left to the wider realm of enterprise mobility.

When selecting devices for field service engineers it is far more important to understand the requirements of their daily activities and then find a device that best suits those needs rather than try to utilise a variety of differing devices.

Build a case of requirements based on your field engineers’ workflow

Lets take a look again at the field engineer who visited my own home today as an example.

One of the first things that was evident was that he required a device that was big enough to accommodate the documentation of his work, much of which was form based. Therefore a smartphone or mini tablet device would have been cumbersome and the form factor that would have been preferable would have been either a more standard sized 10” tablet device or a laptop.

Despite their being a number of fields in each form the engineer completed, the actual level of data input was fairly minimal with short answers to most fields. Therefore the need for a keyboard is not huge so the portability of a tablet over a laptop comes more to the fore.

As his job was to measure up the windows we were to have replaced simple drawings were required within the forms that outlined the shape and style of each window. Therefore a pen input should be included for the device for ease of use.

Across one window there was potential for damage to our property during installation if not handled in the correct manner and scaffolding woul need to be erected. Photographic evidence of this would have been valuable not only for his companies due process but also in explaining where exactly the issue was. Therefore a camera should also be part of the device.

The engineer was working mostly indoors in a non hazardous environment so ruggedisation needn’t be a major consideration beyond perhaps a secure case for accidental drops etc. Similarly as the engineer was visiting mostly commercial homes additional connectivity such as RFID and NFC don’t generally come into play either.

 

And there we have it by taking into consideration our field engineers requirements we are able to identify a mobile tool that is right for his workflow.

In this instance a consumer unit such as Samsung Note 10.1 or perhaps the Microsoft Surface with a semi-rugged cover would be sufficient. In more manufacturing based environment a specifically designed rugged device maybe required. If you’re field engineer is servicing connected devices then RFID or NFC can become hugely important. Or perhaps a barcode scanner is required?

Also consider periphery devices, does your customer require a printed receipt for work carried out? In which case a wireless printer in the back of  the engineers van could be essential.

Maybe the engineer has to input large amounts of data manually so a keyboard is essential – in which case a laptop or perhaps a convertible is the way to go.

The important part here is to take a step back and assess the needs of your field service engineers and then select your devices accordingly.

The technology certainly exists to meet most demands however; it is also easy to end up selecting a device on reputation and either missing functionality you need or paying for functionality that your engineers may never use.
 
There is also an accompanying white paper to this series which is available to download here

This series is sponsored by:

 

 

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End to end field service was one of the biggest buzz phrases heard across the past year and there is good reason for the movement as at each step of the field service cycle there is an opportunity to streamline your workflow...

In the first part of this series we looked at the technology that can be put in place to aid taking the request for service including web-chat, call centres and web based self-help solutions. Now in the second part of the series we focus on how technology can help us ensure we get the right engineer, to the right job at the right time...

There is also an accompanying white paper to this series which is available to download here

Whether it be via call centre agent notes or customer provided information on a self-help portal, the one key focus of all of the should be to collect enough information to allow the effective dispatch of a field service engineer (or engineers depending on the task) with the correct qualifications to the job whilst simultaneously ordering any required parts so the engineer has everything at his disposal required to resolve the issue on the first call out.

Therefore it is absolutely critical that you can move this information from a to b as seamlessly and painlessly as possible.

Your organisation may well operate an ERP system that was designed to achieve this and this will sit at the heart of your businesses systems including the service elements.

However, just as we were in the early nineties when the term ERP was first coined and in 2000 when Gartner declared ERP is dead – Long Live ERP II  we are transitioning from one generation of technology to the next and one of the major balancing acts we must undertake is ensuring compatibility with legacy systems as we upgrade certain programmes or modules.

 

Employing dedicated system integrators to tailor software to fit within your existing framework can be an expensive process. Indeed research by Field Service News showed that well over a third (38%) of companies faced issues with integrating software with their legacy systems.

The good news however is that more and more software providers are focussing on integration solutions as they roll out their next gen solutions.

Take for example Solarvista NET  a key component in the software providers latest suite of solutions and is a technology that's designed to enable connection both to  Solarvista 8 but also other systems in a manner that's flexible, reliable, secure.

And as integration issues are minimised it will become that much easier to configure a system that is tailored to your individual organisational needs. However for most service organisations there are generally three fundamental functions that need to be considered.

These are the ability to schedule your workforce to get the right engineer to the right appointments, the ability to manage your assets and order parts as required and the ability to manage and view your contracts.

Scheduling:

The most important aspect of your field service operation is of course your field engineers. They are almost certainly one of your biggest costs as well so managing them effectively is vital if you are going to operate a service division as a profit centre rather than a cost drain on the wider business.

Sending an under qualified engineer or an engineer without the tools required to complete the repair not only causes a delay in resolving your customer’s issue but also represents a days labour cost simply thrown away.

Also for any business it is important to have as many staff as possible in customer facing roles where they can potentially contribute to revenue streams. Regardless of how skilled your dispatchers are their role remains a lower tiered operational one where they can never directly impact revenue.

 

Therefore it makes good economic sense to have fewer resources dedicated to the back office dispatch and more allocated to the field.

This is where the inclusion of a modern scheduling engine is absolutely critical. Research by Field Service News identified that almost half (49%) of companies still using manual processes to dispatch their field engineers were able to manage just 5 field engineers per dispatcher. The same research showed that an average ratio of engineers to dispatchers in companies using any form of scheduling was 16:1.

Basically the introduction of scheduling engines resulted in an improvement in dispatch productivity of at least 300%.

There are a number of different types of scheduling available and the type that is right for your organisation is dependent on a number of factors, for large organisations with many hundreds if not thousands of engineers then an optimised solution maybe preferred.

For those companies with smaller mobile workforces then perhaps a simpler assisted scheduling solution may fit the bill.

Certainly there can be considerable differences in terms of costs and smaller organisations simply may never reap the rewards of the more costly option. Many specialist service management software providers will offer both an optimised and an assisted solution and recommend you the option that is best for your company.

 

For example Solarvista offer both solutions however at 80% more expensive they will only recommend their fully optimised solution to those companies who they believe will truly benefit from the solution.

Whichever level of optimisation you select however, your scheduling system should be able to collate data from both your workforce’s skill sets and your customers requirements and either make recommendations or optimise a day’s schedule accordingly.

What is certain though is that whiteboards, post-it notes and Exel spread sheets simply won’t cut the mustard anymore.

Asset Management/Parts Ordering:

Of course getting the right engineer to the right job is all well and good but it becomes a moot exercise if he doesn’t have the parts required to complete his task.

The next vital element within a service management solution is being able to both track your existing assets and also to easily order parts not in your existing inventory.

As well as being a key factor in helping achieve the field service nirvana of first time fix rates there is also another highly important reason such functionality is a crucial part of a service management solution.

From a business perspective tying up funds in unnecessary inventory either in a depot or worse in the back of your engineers’ vans places an unnecessary burden on cash flow also.

Contract management:

The third element that is essential for almost every field service organisation within a service management solution is contract management.

This again has a two-fold importance.

On the one hand clear understanding of your service agreement with each customer is absolutely critical to ensure that you are not giving away valuable service offerings outside of your agreed SLAs. The flip side of this of course the same insight also provides clear upsell opportunities.

There is also an accompanying white paper to this series which is available to download here

This series is sponsored by:

 

End to end field service was one of the biggest buzz phrases heard across the past year. At trade shows, in the industry press and not least from a considerable number of field service technology providers themselves we kept hearing that ‘end-to-end’ was a core consideration that field service organisations should be factoring on when exploring how they can modernise their current service management systems.

However, there was and still remains a number of inconsistencies around exactly what is end-to-end field service management. Is it a case of having all existing systems under one platform? Or perhaps just the need to have each of our various components within the field service chain talking to each other? Is it a software or hardware solution – or is it both?

As with any emerging concept it will take time to substantiate into clearly defined parameters (if ever). However, one thing is certain, taking in a comprehensive overview of each step in the lifecycle of a service call within your organisation is certainly an advisable route to take before even contemplating moving to a next generation solution be it hardware, software or both.

Whilst the service journey may differ from organisation to organisation, as in reality, no two companies are identical, yet there are key points within the service cycle that will likely exist within most organisations.

In this new series we will look across some of these points and explore some of the technology solutions that could help both you and your company in achieving higher first time fix rates and better field service productivity.

There is also an accompanying white paper to this series which is available to download here

Incoming – taking the service request

Of course in most instances the first part of the service call lifecycle starts with the initial call for a service request itself. However, in today’s age of apps and internet is that first communication necessarily over the telephone? Well according to research undertaken by Field Service News earlier this year the telephone certainly remains the dominant means of communication between service companies and their clients with over 80% of companies operating a call centre.

Whilst having a dedicated phone line for service calls is a tried and trusted method of allowing a service call and it certainly has it’s place within field service organisations (particularly if staffed by knowledgeable agents with a clear understanding of both your products and systems as well as a great customer centric nature) if your call centre performs under par for any given reason it can reflect incredibly poorly on your brand as a whole.

 

Be honest… how many times have you been sat at the end of the phone listening to muzak and being told your call is important for the umpteenth time and you’ve thought less than positive thoughts about the provider your trying to reach.

And if your trying to reach someone, just so you can the product you paid good money for back up and running as it is impacting on your ability to do business… well you can crank that frustration all the way up to 11.

Of course, in many cases especially in a business to business environment, Service Level Agreement’s can include quicker call response times etc, but the fact remains that phoning a call centre can potentially be both time consuming and frustrating. In today’s technologically rich environment a call centre should be one option you offer your customers not the only option.

So how else could we accept and log a service call?

Well a case could be made for email. Indeed the same research as above identified email as the second most common means of service companies accepting service request with 63% of companies also offering an email option. On the plus side, like the phone it is something that we all know and are familiar with. However, there are also a number of potential pitfalls that could cause problems with email.

Firstly it isn’t necessarily a system that conveys urgency particularly well. Unless you have someone who is monitoring an email account as their sole focus response times could vary from minutes to days.

 

Not particularly helpful if you want to offer consistency in your response times, yet ensuring a service request email account is monitored could be both complex to manage and poor use of available resources. Also with email communication it can be hard to get a clear grasp of the exact issue your customer is facing – they may not know the correct terminology for example.

Going through a series of preliminary questions during a phone conversation may take just a few minutes and can greatly help in identifying the issue, resulting in better diagnosis and higher likelihood of a first time fix.

Over email this could easily become a laborious, long winded process over a number of emails that could span days rather than minutes. Again not good if your product is business critical to your customer.

Why hasn’t web taken firmer foothold?

Given the potential limitations of both phone and email it is surprising that so few companies have explored alternatives such as self-help portals, web-chat and mobile apps, yet only 29% of companies had the functionality of booking appointments online, and only 5% had this functionality via an app.

One obvious issue around giving your customers the power to schedule appointments is of course once again the lack of opportunity to understand the issue which would likely result in a higher proportion of service visits being ‘diagnosis’ rather than fix. One solution around this is to build in some form of diagnosis ahead of the form submission.

This could take a number of formats. One that telecoms provider Sky use well for example is to guide the customer through a series of questions that either lead to the customer achieving a fix themselves or a diagnosis of the problem that is a lot more fine tuned. The process for example could be as follows. Your customer logs in to request call.

The web portal asks the customer a series of questions the answers to each prompt a suggested fix, if this is unsuccessful further questions, further refining the diagnosis and so on. Of course you don’t want the process to be too drawn out but the customer could quite easily try two or three common fixes before being granted access to a service request form. The information gleaned from the form could then be easily included within the pre-dispatch data.

For example we know the problem is not A, B or C so it is likely D or E.

 

Therefore your dispatch knows to send an engineer who is capable of dealing with and has the right tools to fix D or E. Another means of getting this insight is web-chat systems.

Web chat basically combines the benefits of phone in that it is possible to question the customer in real time to improve the diagnosis, yet is cheaper to operate and can offer a more convenient means of contact for the customer.

UK Blue Chip British Telecoms are one company that have heavily explored the potential of web-chat portals. Nicola Millard, Customer Experience Futurologist at BT Global Services commented:

“We found that web chat is considered to be an equivalent and often superior method of working compared to calls…. our research identifies a double bonus: both advisors and customers like using it and it leads to cost savings for contact centre operators. For these reasons, we expect web chat to continue to grow as a channel.”

With smart phones now pretty much ubiquitous across most developed nations it is also worth considering your customers journey in reaching you also.

 Studies have indicated that 50% of smart phone users prefer to use apps for contact than phone and many of the web tools mentioned (plus the option to move to a phone call if desired) can all be integrated into an app seamlessly.

 

Whilst each of the above may have their plusses and minuses what is important is to remember that logging a service request is the first step in an incredibly important process in terms of how your customers perceive your levels of service. Get it right and you can likely expect this customer to remain loyal, get it wrong and it is your competition that will benefit.

Therefore it is important to ensure you are providing your customer with the options that he prefers (some may prefer the phone, others online for example) but that also allows you to collect the right information to ensure you can correctly diagnose as many issues as possible to feed into the service request which will ultimately help keep your field service engineers productivity at a maximum.    

There is also an accompanying white paper to this series which is available to download here

This series is sponsored by:

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Resource Type: White Paper
Published by: Advanced Field Solutions
Title:  Which Solution is right for your business: End-to-end or best-of-breed
About: As part of our series exploring end to end field service we are pleased to be able to offer you this excellent white paper published by Advanced Field Service that questions whether an end to end service management solution or best-of –breed solution is the right move for your company.
Download: Download the white paper by clicking here

Overview: As the tough economic environment of recent years starts to recede and a measure of confidence returns to the industry, service organisations are increasingly looking to invest in systems that can help them to make the most of the upturn. Replacing your current service management system is never a decision to be undertaken lightly. However, whether you already have a software solution for service in place or have depended heavily on manual processes such as spreadsheets, making the transition to a more powerful, up-to-date solution with modern functionality such as mobile capabilities can impact your whole service process…for the better. Among the potential benefits to be realised with today’s technology are:

• Full traceability of every job and status change – from job creation through to completion

• Instant access to account information from any location – including order, call, equipment and site history

• Engineers arrive at a job equipped with the right documentation, parts and site history, aware of any customer issues

• Engineers can record time sheets and expenses, download technical documents and equipment lists, and securely capture photos and signatures on-site

• Efficiency increases as engineers can remotely view planned work and close jobs on site, send proactive alerts and deliver automatic status updates to the back office

• Control of stock is improved, with full visibility of parts availability and automatically re-orders

• You deliver great customer service as you offer specific appointment times, bill the customer promptly, maintain a full audit trail and complete work quickly and efficiently

In short, you’ll increase the likelihood of a first-time fix, with improved customer satisfaction while reducing your costs. It’s an attractive prospect. This whitepaper looks at some of the options available to field service organisations as they review the market. It also offers some guidance on selecting your new technology, and outlines a suggested eight-point process.

These eight points are prioritise, requirements, expertise, create a shortlist, integration, planning, support and supplier stability are all discussed in further detail in the white paper.

Ahead of taking part in a live panel discussion on End to End field service management at this years Field Service Europe Conference, Field Service News Editor Kris Oldland, is writing a series of features around the topic…

In this the second feature in the series he looks at whether your company should be selecting consumer grade hardware, semi rugged or rugged for best value. You can also read the first feature in this series here

There is a lot of discussion around whether field service organisations should invest in consumer devices or specialist rugged devices with strong advocates with equally compelling arguments sitting on both sides of the fence. So lets look at some of the more commonly heard arguments shall we…

The Familiarity Argument

Pretty much ever since the iPhone first entered the market back in 2007 Smart Phones have become commonplace and are now reaching saturation point within almost all developed world geographies. Indeed with the news that Indian firm Karbonn has launched a perfectly acceptable smart phone for just £26, it would seem that the developing and third worlds will soon be following suit also.

 The result of such saturation is that almost each and everyone of us is now comfortable and at ease with such devices. This of course includes our mobile workers too. So when rolling out a new piece of hardware if you turn towards one of the big three mobile operating systems in the consumer realm (i.e. Apple’s IoS, Google’s Android or Microsofts Windows 8.1) the likelihood is that you will achieve high adoption rates quickly, as the devices act and respond in the same manner as the employees personal devices – whether they be tablet or smart phone.

 

However, such is the pace of the evolutionary arms race that is mobile computing, even the latest fully rugged devices are becoming sleek looking, lightweight devices which look light-years away from their bulky equivalents of just a few years ago. Take for example the latest device from Getac the T800, which whilst being a powerful device, is also  proven to be fully rugged up to military standards, and could quite easily be mistaken for a standard consumer tablet.

Similarly rugged devices are readily found in both Windows and Android flavours so familiarity with operating systems should also be swift thanks to the proliferation of smart phones. So whilst familiarity may claimed as one benefit of consumer devices the truth is this no longer really the case.

The prestige argument

A little earlier this year I interviewed Dave Hart, VP Global Customer Transformation at ServiceMax for one of our podcasts.  However, for most of the half an hour or so we were talking we focussed on his previous role as European Vice President of Pitney Bowes and he made a very interesting point around the franking giants decision to role out Apple iPad’s to their field service staff.

Hart made the decision to not only issue each of his mobile workforce with an iPad but to give them ownership of their device as well. The result was that his fieldworkers responded by taking greater responsibility and Pitney Bowes saw breakages fall to practically zero.

In his own words Hart explains:

“I went out with an engineer for the day and asked him ‘we really budgeted that we would break more of these things, why do you think they are not breaking?’ the engineer turn round to me and said ‘one of the things you guys did was to allow us to use this device personally as well as for business. If I went home and my iPad is broken my kids would kill me!’”

Given the fact that Pitney Bowes were braking 200 PDAs per anum prior to the shift and Hart defined the breakage rate as ‘absolutely negligible maybe one or two out of thousands’ since moving to iPads it would appear that by giving their mobile workers a desirable consumer device that they cherished and giving them ownership of those devices,  there is indeed a solid tangible benefit.

The TCO argument

Whilst for a company like Pitney Bowes, whose field service engineers are mostly working with in an office environment, iPad’s or similar consumer grade devices may well prove to be ideal, there are many other industry verticals where field engineers mobile devices are put through their paces in a far tougher environments. It is in such scenarios that the often-heard total cost of ownership (TCO) argument rings true.

 The simple premise of the TCO argument is that whilst purchasing a consumer grade device may be the cheaper option in the short term, longer term if we factor in the cost of replacement devices plus of course the downtime whilst waiting for replacement devices etc across a period of three to five years (the general accepted period that a devices will remain current) the cost of purchasing more reliable, rugged devices would have proven much lower.

 

One such proponent of this argument is Getac UK President Peter Molyneux who commented:

“If you’re working in what we term a critical working environment, i.e. if its cold its wet or you can drop the device then that is definitely a rugged space. The discussion really is just whether its what we call semi rugged or fully rugged.”

Molyneux also goes on to point out that as the cost of rugged devices falls, so the TCO argument holds even greater weight. Although he does also admits there is certainly a gap for consumer technology.

“The return on investment on a fully rugged notebook may have cost you £2500 to £3000 not that long ago…” he explains “… today products can be less than £1700 dependent on spec. But if you go forward consumer technology is yet to be proven in the field, there will be applications where it will be fine and applications where it’s not.”

Of course it is the “not’s” where Getac and other specialist rugged manufacturers see their market and where TCO truly comes into play.

Where better to start than with your own field service engineers?

Molyneux’s point about rugged or semi rugged also adds to the conundrum and further emphasises the importance of understanding the workflow of your field engineers, which we touched on in the first article in this series.

Whilst some organisations, like Pitney Bowes will be able to fully realise their needs with consumer grade devices, others such as utilities companies will see far greater benefit in a more rugged solution where despite a larger initial outlay the actual TCO is much lower across a three-year period.

Which is right for your organisation? As with any investment you must take a detailed look at all of the possibilities, where possible look at solutions other companies in your vertical have taken and try to find out the pain points they have felt as much as the successes they have had.

There is no one size fits all option when it comes to field service hardware, what’s right for one company may not be right for another. However, it certainly pays to know that there are a variety of options available to you from off the shelf consumer right through to military standard rugged.

The next step is finding out where on the spectrum your needs are. Almost certainly the best place to start is to take time out to see some of your field engineers in action.

 

Should you wish to attend the event, which is held in Amsterdam on the 20^th to the 22^nd October, then you can register for tickets by clicking this link

 

 

Ahead of taking part in a live panel discussion on End to End field service management at this years Field Service Europe Conference, Field Service News Editor Kris Oldland, will be writing a series of features around the topic…

End-to-end field service management is a topic that we keep hearing about. Indeed our own recent podcast featuring Paul Sparkes, Product Director at Advanced Field Services focussed on the big question – just what is end-to-end field service management?

Paul gave both a detailed and candid response to this question, looking at the broader picture rather than from just his own organisations standpoint and if you haven’t yet listened to this podcast you can find it on the link above.

However, whilst we talked in depth about the end-to-end concept from a software point of view, from field service specific point of view as well as the wider viewpoint of having a number of systems (such as ERP and CRM) fully integrated as well, the conversation remained focussed on software and software alone.

All well and good but if we are to explore a fully end-to-end field service solution then we must consider other elements as well.

What type of hardware do our field service engineers require? What about in-vehicle computing? Telematics? Will our field service engineers be creating orders in the field? In which case what about mobile payment options? What about printing options for providing invoices and receipts?

Understanding the needs of both your customers and your field service engineers is crucial to ensuring that you’re investing in the right technology.

Understanding your customers lifecycle

The first place to focus, as with almost anything in business, is on your customers.

Whilst the benefits of implementing the right technology will of course improve your field service operation, the underlying reason for investment in technology should be "how can my customers benefit from this."

Of course the two are not mutually exclusive, indeed if you bring anything into your business that benefits your customer then it will almost certainly bring benefits to your company as well.

For example if your field engineers are given devices that are capable of video calls and 4G data transfer; the likelihood is that your field service engineers will be far more likely to improve first time fix rates as they will be able to access a wider pool of engineer knowledge whilst on premise than they would have had previously.

Your customer is happy as the disruption to his business is minimal.

 

The benefits to your company are that your field service engineers are working more effectively, so they are achieving more with less, all while maintaining great service standards.

This example, whilst highlighting the point of working to a customer centric model, is fairly obvious. However, if you keep your customers at the heart of your focus other less obvious but equally important points may arise.

For example, I mentioned in my introduction mobile printers. Do you know how your clients deal with receipts or invoices for example? Many companies including ourselves here at 1927 Media try to minimise the use of hardcopies in an effort to be more environmentally focussed.

What a waste it would be to invest in a mobile printer for each van in your fleet only to find out that 90% of your customers throw the hardcopy away after they have scanned it and would have preferred being sent documents by email anyway!

This information is almost certainly already held in your company somewhere; probably the easiest way of finding out is by asking your accounts team. I’m sure they could easily put together an overview of which of your clients require paper invoicing pretty quickly as they are dealing with your customers invoicing on a regular basis.

Lets say 50% of your clients need printed documents, maybe you could allocate printers based on the daily workload each field service engineer rather than fitting all your vehicles with them?

Would this be a more cost effective route? Of course you would have to look at the options. However, by taking a greater interest in your customers needs then you are able to seek out smarter ways of implementing your own technology

This of course can free up funds for other areas of investment too.

Understanding your field engineers working environment

Another important factor when considering purchasing hardware for your mobile workforce is the environment they will be operating in.

For some companies such as couriers or delivery organisations often a simple consumer device can be sufficient. If your mobile worker simply needs an interface that allows him to see his updated schedule and collect a signature then a low cost tablet could very well be the solution.

However, what if your engineer works in a more demanding environment where the device is likely to get wet, or is required to operate in temperatures beyond normal operating thresholds? Is the device likely to be knocked about a bit as part of its general day to day use?

As Ian Davies of Motion Computing noted in his excellent article on this subject

“A recent survey from VDC highlights the causes of this expense in using consumer grade units.  As part of a research project among IT decision makers at 215 companies managing a mobile device deployment, VDC discovered that the leading cause of device failure was that the tablet had been dropped.

The second cause was software issues but this was only marginally ahead of exposure to water and liquid (and just over 1 in 4 tablet PCs will face such exposure). Other leading causes of failure include excessive heat / cold, dust exposure and vibration.”

Understanding Total Cost of Ownership is a massive factor in deciding whether you should be perhaps taking the more expensive option, if in the long term you will see a greater lifespan per unit. It is essential you take into account your field service operatives working environment as well as their general workflow when considering which type of mobile hardware is right for your organisation.

We have barely scratched the surface of another area in the great end-to-end field service management question by looking at just some of the many considerations around hardware.

However, we will be continuing this series of features across the coming weeks to help you build a wider picture of all of the factors you should be considering when looking to build a fully end-to-end service management solution including revisiting some of the questions around software, a closer look at hardware and of course telematics, yet another crucial piece of the puzzle.

I am also particularly looking forward to participating in a panel debate on this topic at the Field Service Europe Conference which is shaping up to be a fantastic event.

 

 

Welcome to the latest edition of the Field Service News podcast. This month we are joined by Paul Sparkes, Business Development Director with Advanced Field Service.

Paul has a long and varied background in the software side of our industry having worked in most areas of the industry including software engineering and product development and now in his current role as Business Development Director for Advanced Field Service he is working for an organisation with not only a wide number of long standing software offerings for the field service industry but also that is part of an even larger company in Advanced Business Solutions who can offer an even broader range of software solutions for the wider business.

Therefore we thought this was the perfect time to tackle the subject of End to End field service management, which appeared to be one of the buzz-phrases bandied around by the software providers at this years Service Management Expo.

So what exactly does 'End to End' field service mean?

 

 

 

Please note that that promotion of this download is a joint venture between Field Service News and Advanced Field Services and by downloading the podcast you agree to the fascinating terms and conditions which are available right here.

You can also find out more about Advanced Field Services in the Field Service News Directory by clicking here

As the organisers of the Field Service Solutions Theatre at this year’s Service Management Expo, Field Service News was on hand to speak exclusively to a number of leading industry professionals straight as they stepped off the theatre podium. In this video series we are pleased to bring you the highlights from the Field Service Solutions Theatre.

Here we hear from Giles Margerison, Director with TomTom Telematics discuss what exactly is meant by the term end-to-end field service.