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Resource Type: White Paper
Published by: Field Service News (sponsored by Exel Computer Systems)
Title: Poor Relations: why you maybe overlooking profit if you overlook your service CRM 
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Synopsis:

It’s been written many times, but the further we enter into the twenty first century the closer the relationship between business and technology becomes. For the largest enterprise level companies technology is driving innovation and efficiency in equal measure across all verticals.

At the other end of the spectrum technology is empowering small and medium sized businesses to thrive, with developments such as vastly increased mobile connectivity and the power and prevalence of the devices utilising it, enabling them to be on a truly level playing field with larger more established companies for the first time in history.

And for those companies with a field service division that link between technology and operations is perhaps even closer still.

Yet one area that is overlooked is Service CRM, an often neglected cousin of the traditional CRM that is a tool primarily for the sales division.

In this white paper we will look at why overlooking Service CRM is such a potentially dangerous mistake and why it is vital your Service CRM is fully integrated into your wider system infrastructure.

Overview:

Looking at some of the key technologies being used in field service this white paper helps clarify the role of a Service SCRM in bringing sales and service closer together and opening the doors to potential missing revenue streams. Sections in this white paper, written by Kris Oldland, Editor-in-Cheif, Field Service News include:

ERP: ERP forms the bedrock of most companies system infrastructure and will typically include a number of integrated applications that a company can use to store, manage and interpret data from a variety of differing business activities, such as production planning, manufacturing, marketing, sales, inventory management and payment processing.

It is this very ability to integrate such a breadth of organisational systems and tools that made ERP systems such a vital and important tool within the enterprise.

CRM: If an ERP system is what powers the back end operations of a company, allowing it to meet the demands of existing business with optimum efficiency, then it is CRM that allows the front facing, revenue generating salesforce to perform to their maximum potential.

As with ERP, the rise of CRM came to prominence in the nineties as companies began to fully embrace the importance of both collecting and utilising customer data, thanks in part to the technology emerging to be able to do so.

MOBILE: Without question the biggest single technology to push forward the efficiency productivity of field service engineers within the last decade, potentially ever, is the dramatic rise of the smart phone and mobile computing in general.

Within the last decade smartphones have become an ever present part of our lives.

 

In field service in particular they have revolutionised the way many companies work. Mobile apps can include a whole plethora of productivity tools, from job notifications, through to knowledge sharing and perhaps most importantly job completion tools that can dramatically reduce a field engineer’s time spent on administrative duties.

CLOUD & GREATER CONNECTIVITY: However the benefits of a modern field service solution in terms of improving efficiency and productivity of our mobile workforce are not solely the result of advances in mobile computing.

Another highly significant technology that has emerged as a key enabler within modern field service systems is that of Cloud computing.

Research by Field Service News revealed that whilst currently around a quarter of field service companies were using the Cloud for their field service operations, over half of those companies that were currently still using an on premise system indicated that their next iteration of field service software would indeed be Cloud based.

DATA, DATA EVERYWHERE: So, via mobile devices we are able to give engineers the ability to easily collect vast amounts of data that they have at their fingertips, data which otherwise may go no further than the engineer’s own heads.

Meanwhile, due to the aforementioned real-time data transfer to the back office we are able to take that data and instantly have access to it across the business for further interrogation leading to greater insight.

Whether it be data that helps Research & Development teams refine their product development by identifying common device faults, or data that helps sales teams easily identify new business opportunities, the data that our field engineers are able to capture when on site is absolutely vital to a companies ability to thrive in the modern business world.

THE SERVICE CRM: And it is when we look at systems that can play an instrumental part in the distribution of this data that the often overlooked and underused Service CRM can actually play a hugely significant role.

One which in turn can be the difference between a moderately well run organisation to being best-in-class with the profit margins and revenue growth to show for it.

 

“It’s all about joining up the processes” explained Simon Spriggs, of Exel Computer Systems in a recent Field Service News podcast “Historically, many processes such as the manufacturing process and the service process were divorced.”

“If you think about a joined up process it’s all about getting these process not just as lean as possible but also as efficient as possible and that’s where a modern field service solution can really drive a business forwards” he added.

Indeed Spriggs is a man with a long history working with field service solutions and for him Service CRM is an absolutely vital tool that we should not be overlooking and in the latter half of this white paper we bring you more from Spriggs on why Service CRM is such a key tool to any field service company.

 

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What should businesses consider when deciding whether an On-Premise or a Cloud solution is the best fit for their business? In Part One, we explored the attractions of the Cloud. In Part Two we take at look at why some field service companies still prefer an on-premise solution.

Judging by the amount of publicity recently about the Cloud and its benefits for business, you might think that every company is planning to migrate IT systems to it, including ERP and field service software, or at least thinking about it.

Filter out the noise, though, and it becomes apparent that there is resistance out there and for reasons other than mere reluctance to adopt a new way of managing the company's IT infrastructure. So why might on-premise still be best for your company?

Connectivity

A hosted cloud-based field service may not suit your business, advises Simon Spriggs, account manager Exel Computer Systems. "One reason many companies retain an on-premise ERP solution is the unreliability of their broadband connection. Broadband speed has a major impact on the efficient running of the business. It's not just field-service data going to and fro down that pipe, but everything the company does electronically. If the connection to the Internet fails, you won't be able to communicate with your engineers, manage workflows or give customers real-time information."

[quote float="left"]One reason many companies retain an on-premise ERP solution is the unreliability of their broadband connection.

 

Legacy systems

"Organisations which have made a big investment in data flows are naturally reluctant to migrate all their activities to the Cloud," points out Steve Mason, Vice President International Sales for Streetsmart, Click Software's service management app for SMEs and SMBs. While Click has been one of the pioneers of Cloud solutions, it also has a long heritage of providing on-premise solutions to customers who prefer to keep their activities behind the company walls. Mason likens the current debate to similar discussions that took place when companies migrated from investing in their own mainframes to having virtual servers. "It took time to build trust in those virtual systems. Moving all your processes to the Cloud is a major step: it takes time and people to plan it without disrupting normal business activities. Companies may well have more urgent priorities."

Larger companies will have made a significant investment in Enterprise-class software ERP and won't want that diluted by going to the cloud, accepts Mason. "Companies will have customised legacy software they are reluctant to adapt or processes they are not yet ready to change. They may also have a long-term contractual commitment to their systems integrator or software supplier."

When ERP systems were developed the need to incorporate mobile workforces was minimal" points out Neil Lewis, Consulting Director, EMEA Sales, ServiceMax. "Mobility projects were silos within a company. Today, not only are there much larger numbers of mobile workers, they need greater integration with those on-premise ERP systems from customer databases to accounts."

 

ERP solution providers have bought mobile solution providers to bridge the gap between ERP and mobile, he points out, but integrating old and new technologies is never straightforward. "How do you ensure the same employee can access the ERP from the office and from their mobile device. It might require modifications to the ERP or to the mobile system to get it to work and that is trickier with some ERP system than others. ServiceMax operate a single platform that automatically takes care of any device the field engineer is using. Configuration is done in one place and automatically deployed to the various devices."

Half-way house

Some companies have adopted a half-way house strategy in which they retain on-premise ERP, but migrate some activities to the Cloud, particularly those with a large customer-facing elements such as CRM and field service. "CRM was in the first way of Cloud migration because the need to deliver excellent customer service required greater integration with internal data silos than is often possible with legacy ERP systems," points out Mason. "Start with those apps which will leverage the most immediate gains to the business, make data streams more agile and easily-accessible from mobile devices, " advises Mason.

The complexities of integrating mobile workflow processes into legacy data streams is one reason field service solutions are often in the Cloud while ERP systems. "If your field service solution is browser-based, a lot of the integration issues are taken care of," remarks Spriggs. "It also future-proofs your investment."

Most of the field service software companies can integrate a Cloud-based field service app or platform with on-premise ERP systems. "Solarvista LIVE will connect to virtually any on-premise system via our NET technology which is designed to connect on-premise systems (private) to systems in the cloud (public)," points out Paul Adams, Marketing and Development Director, Solarvista. "Our connection tools support the major communication protocols, so you can be sure your data is secure."

"We have found that the service management industry is a diverse bunch with different requirements so we offer the ability to Pick ‘n’ Mix," says Colin Brown, Managing Director, Tesseract. "Some customers take the rental and support option but would rather install the software on their own server; other customers require remote hosting and support but they prefer to buy the software and others want the whole SaaS package of hosting, rental and support. With all three options, the internet and/or an intranet are the delivery routes."

 

Whether on-premise or Cloud solution, productivity will be affected if engineers are unable to work unless they are connected, so any mobile app should facilitate that, says Adams. "Our Mobile apps are designed for field-based users and operate on an occasionally-connected basis."

It's a mistake to assume that all field service platform solutions include off-line capability and automatic synchronisation, warns Lewis. "Engineers need to be able to download their jobs for the day, update schedules and customer history, for example, without being connected, and to have all that data automatically synchronised without manual intervention when communications are restored."

Security

While concerns over security have abated somewhat, some organisations remain sensitive about their data being in the hands of a third-party. With on-premise-solutions, all software resides behind that wall. Your own IT people can check authorization attempts and manage system access. There's always some risk involved in moving systems and data outside the physical walls of the business, which is there is so much emphasis on choosing the right Cloud platform provider and on service level agreements if you do go that route.

Some service organisations operate in industries where there are strict compliance and regulatory rules. Some sectors require high levels of access security, making on-premise solutions the pragmatic solution. However, bear in mind that asking mobile workers to go through myriad layers of protection to gain access to the system will have a detrimental effect on productivity.

 

IT resources

Don't under-estimate the IT skills and cost of investing in an on-premise solution, advise our experts. "Do you have the resources to manage IT requirements internally, including server management? What is the budget and the available IT resource to manage things on-premise going forward?" These are key questions, says Simon Spriggs. "If there are any concerns about the level of IT commitment required, the Cloud may be the way to go. However, it is worth remembering that the service model is always a more expensive option long-term than the outright purchase mode." This is especially true if you already have server agreements in place, he adds.

In conclusion

As with many aspects of field service, the starting point when deciding whether to adopt an on-premise or Cloud strategy for your IT needs should be to ensure you have a full understanding of your business processes and requirements and those of your customers.  Do listen to the pros and cons but ultimately only you can decide which is best for your organisation.

 

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Often overlooked the Service CRM is an integral tool when it comes to ensuring that your field service operation is making the most of every revenue opportunity available. Simon Spriggs of Exel Computer Systems explains more...

Once little more than a contact management system, Customer Relationship Management (CRM) for many businesses is now an essential powerhouse of the Sales department. Within the context of manufacturing businesses, this has long been recognised by Enterprise Resource Planning (ERP) providers and has become an increasingly integrated element of modern business management software. With the widespread adoption of mobile connectivity, CRM functionality has been extended to the world of the handheld device with vital sales information and customer visibility now being available as and when the mobile sales person needs it.

Up until recently, one area that has not benefited as much as it could from CRM is the Service department. Service CRM has traditionally focussed on the recording of service transactions and/or interactions, and in many cases, has been treated as a poor relation to Sales CRM. This can be clearly seen by the IT approach used by many companies when it comes to running their Service CRM. It is not uncommon to find companies with a modern integrated ERP system complete with Sales CRM, that also run a standalone third party CRM system for the Service department. Others may have an integrated ERP and Service Management system and still have a separate, standalone Service CRM package.

 

There are however a growing number of companies realising the considerable sales potential and business opportunities available by looking at their Service CRM differently. At the heart of this is the recognition that in many cases, a company’s Service Engineers are often a hugely under-utilised sales force. Not only are they invariably in the best place to see where additional value-add or upgrade sales possibilities exist, they are often in a considerable place of trust with the customer, more so than the sales teams at times. To truly capitalise on this however, what is required is an integrated business management system where all customer interaction information, whether ‘Sales’ or ‘Service’ is treated equally, stored centrally, and is quickly and clearly visible across the entire enterprise, as and when required – including the mobile Service Engineers/sales teams.

To see how this would work in practice, consider the following scenarios. In the first, a mobile Service Engineer is on a customer site for a routine visit and they discover a problem with one of your machines. With a fully integrated Service CRM system, this information can then be immediately relayed to the back office where a quote can be quickly generated and sent to the customer. Because both Sales and Service share the same CRM data, the back office can then follow up the quote and carry on the sales cycle.

Alternatively, take the scenario where a mobile Service Engineer is on a customer site and notices a machine which isn’t one of yours that is coming to the end of its service warranty period. Once again, this information can be immediately relayed to the back office where it can be appropriately followed up as a potential sales lead at the correct time. Service Engineers are also best placed to be generally aware of the state and condition of much of the machinery and equipment at a customer site. They are also best placed to see potential ‘new business’ opportunities. Say for example your customer uses consumables with your equipment – is this something that you could potentially supply both here and at similar sites? Instead of this information, at best, being recorded in a disconnected standalone Service CRM package, it can now be seen for what it truly is – genuinely insightful information that can add to the sales and customer interactions recorded by the Sales department.

 

By making Service CRM a truly integrated component of a wider ERP system, Sales and Service departments working effectively as a team can benefit from other functionality within the system. One very obvious example is in the area of Document Management where all relevant Sales and Service documentation can be stored alongside each transaction, making it immediately accessible to whichever point of customer contact needs it, when they need it. Another would be building in appropriate workflows to ensure sales opportunity follow up processes, including quote generation, credit check, etc. are adhered to in order to maximise effectiveness.

By ensuring each customer interaction is as positive and informed as possible, you have the best chance, not just of keeping you existing customers happy, but growing your business with them.

 

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What should businesses consider when deciding whether an On-Premise or a Cloud solution is the best fit for their business?  In this two-part series, Sharon Clancy gets some advice from the experts.  First up, we explore the attractions of the Cloud... 

There's been a lot of publicity recently about cloud platforms: for enterprises it's been about whether you migrate legacy business functions to it; for SMEs and SMBs it's about using the Cloud to become more competitive. There's also been a lot of talk about browser-based field service management apps - software-as-a-service, or SaaS.

Is it all just noise, or something your company needs to get to grips with?

Let's start with defining what we are talking about: Cloud and SaaS can be used as  interchangeable terms, but there is a difference. A Cloud solution is when some or all of your IT requirements are hosted by a platform provider who takes care of all the necessary infrastructure, including security, server stability and maintenance, data storage and so on. SaaS is another layer on a Cloud platform.  A permutation that has been adopted by some field service organisations is to have on-premise legacy IT and ERP systems integrated with a Cloud-based service management SaaS solution. SMEs and SMBs, on the other hand, might use a Cloud  platform for all their business functions, including accounting, HR and service management software.

Be agile

One business trend is that companies of all sizes need to be more agile in responding to their customers' changing needs, and agility is one thing the Cloud delivers in spades.

"For SMEs, Cloud-based solutions give them access to great technology, making them more agile. For many, it also allows them to ramp up their operations, and grow the business quickly, even to International level," says Steve Mason, Vice President International Sales for StreetSmart, Click Software's web-based management app for SMEs and SMBs. "For larger organisations, a Cloud solution can liberating, allowing much faster reactions to changing business requirements."

 

On-premise can mean less agility, points out Neil Lewis, Consulting Director, EMEA Sales, ServiceMax."Deployments of new services and processes are slower. When an old business process needs to change or a new one introduced, it takes much longer to do it internally, from getting the project on the internal IT roadmap to actually developing the app. There are typically many layers of the on-premise architecture that need to be changed in order to implement the processes. This in turn has an adverse effect on the companies' abilities to introduce new products and services quickly."

In many sectors, the business model is changing from being based around product life-cycles to a servitization model and predictive rather than reactive service, he continues. "That transforms field service into a agile, responsive customer-focused operation which can have a real impact on the bottom-line."

The Cloud means smaller companies can now access affordable solutions without the overhead of enterprise class software, points out Paul Adams, Marketing and Development Director, Solarvista.

Outsourcing IT

Enterprises are now looking at moving their entire structure to the cloud because it eliminates the need to manage a large IT infrastructure in-house," says Mason.

"On-premise solutions demand investment in infrastructure upkeep including databases, applications, coding and system upgrades. In the Cloud, all these issues go away," points out Lewis.

SaaS: a perfect fit for service management

SaaS is actually a good practical fit for service management, says Colin Brown, Managing Director, Tesseract. "Most independent service companies have recurring revenue streams which actually fit neatly with renting the software. Relatively small companies can now compete with larger rivals."

 

A browser-based field service solution is essential, regardless of whether you opt for an on-premise or a cloud-based platform, advises Simon Spriggs, account manager at Exel Computer Systems. "This will future-proof your investment should you decide to move business activities to the cloud in future. It will also help eliminate many integration problems."

Don't be lured into thinking that a Cloud solution is the answer to everything, warns Spriggs.  "Key questions to ask include: what is the budget, what is the available IT resource and what is the reliability and bandwidth of the Internet connection."

Reliable broadband: not an optional extra

The reliability and bandwidth or your Internet connection is crucial for any Cloud implementation, our experts agreed. "Some companies have an unreliable or slow broadband connection and that impacts on delivering cloud-based services," points out Spriggs. "If the basic connection to the Internet fails, it doesn't matter what back-up the hosted platform provider has - you won't be able to communicate with your engineers, manage workflows or give customers real-time information."

 

Security

Most companies will conduct financial due diligence before choosing a Cloud partner. However, all the field service experts we spoke with emphasised that it is equally essential to thoroughly check the IT capabilities of the company hosting those cloud services. "You are outsourcing the running of your business systems to the Cloud, not abdicating responsibility for them, so make sure your provider is fully compliant with the latest security standards " urges Steve Mason. "A public cloud platform will give you baseline protection - indeed, the level of security is much higher than most individual companies could afford because the companies invest a huge amount and employ security experts to keep up to speed with the latest threats."

A public Cloud platform as other advantages says Mason. her "Business continuity is crucial for mission-critical apps such as field service. On a public Cloud, the infrastructure is multi-layered so there is built-in resilience should one site go down which in turn means there will be no impact on your business.

 

There is a natural nervousness about hosting FS apps externally, the need to keep confidential data in the cloud and also about the complexities of integrating those cloud-based apps with internal ERP systems, admits Lewis. "However these concerns are not relevant any more with the evidence of many large organisations globally who have strategically moved to the cloud in the last 5 to 10 years. These range from governmental organisations to large global banks.

The Cloud is, in effect, a hosted server platform, points out Colin Brown. "Cloud data centres handle all the expensive, complex fire walls and demilitarized zones that keep information safe. If you are concerned about resilience, our advice is to invest in back-up servers.

It's important to think about what happens if servers goes down, agrees Neil Lewis. "Smaller vendors may be able to host your app but check if there is seamless back-up to ensure workflows continue as normal? Indeed, is there any back-up at all?"

Resilience is critical for mission-critical operations such as field service. For SMEs, cloud solutions provides a sophisticated level of IT infrastructure management including backup, disaster recovery, security and environmental concerns that they could never achieve otherwise, points out Paul Adams.

 

Asking what IT roadmap your provider has will whittle out some of the less capable vendors, advises Lewis. "Smaller platform hosts may not have the resources to invest in platform development, so ask what their roadmap is - for example, to develop the platform to integrate with multiple ERP environments to handle new technology."

Finally, businesses shouldn't undervalue the support offered by SaaS providers, says Colin Brown.  "Access to the software is controlled by the supplier, so all the software upgrades are installed and installed correctly and often, as is the case for Tesseract customers, free-of-charge of charge. Furthermore, as the data as it is hosted remotely, employees are no longer able to “play” with it, which reduces system errors

Look out for Part 2, where we'll  exploring the benefits of on-premise solutions and how they  integrate with field service management solutions.

 

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Welcome to the latest edition of the Field Service News podcast. This month we welcome back Simon Spriggs of Exel Computer systems as we look at what are the biggest challenges for large field service companies, what lessons can smaller companies learn from their larger counterparts and why the HVAC industry is leading the way in many aspects of field service.

 

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Resource Type: White Paper
Published by: Exel Computer Systems

Title: Five benefits of a modern field service management system
About:  Understanding what benefits a modern field service management system can provide is vital if you are going to be able to secure the investment required from senior management to take improve the productivity of your field service operation. The following is compiled from extracts of that white paper

Download: Download the white paper by clicking here

It has been stated often and by many well respected industry commentators that a modern field service management solution is an essential tool for field service companies to operate efficiently...

It is imperative that companies no longer view the costs of such a system as an expense but an investment that can yield both increased revenue and reduced operational costs that will ultimately pay for itself.

A key element to building a successful case for securing the funds for that investment is understanding the benefits that a modern field service management can bring. In this white paper published by UK field service management specialists Exel Computer Systems we see five of the key benefits of a modern field service management solution.

1. Stock Visibility

Establishing a healthy cash-flow can be a challenge for companies of all sizes and stature and for field service companies one of this challenge is often magnified by costs being tied up in inventory.

A modern field service management system can provide visibility across the mobile workforce, something which would simply be impossible with either a manual system or an older technology platform. A modern field service management system will also help you identify which items are fast or slow moving helping to further extend a ‘Lean’ approach to inventory management.

2. Job Scheduling

Effective job scheduling sits at the centre of the argument for almost all modern field service management systems but in practice these fall into two separate categories which should be understood when selecting the field service management system that is right for your business.

At one end of the scale there is the simple ‘Call Allocation’ model, which does precisely what you would expect in that it simply allows an operator to decide which engineer gets which job based on their own guestimates. As you can imagine this model is heavily reliant on skilled operators.

At the other end of the scale is ‘Intelligent’ or ‘Dynamic’ scheduling which constantly rearranges the schedule automatically based on prescribed rules and data. As opposed to the ‘Call Allocation’ model which is reliant on human expertise an ‘Intelligent’ scheduler is reliant on having lots of incoming data which can be a costly exercise in terms of both initial resource and finance if it is to operate correctly.

Finally there is a newer, third type of system that bridges the gap and is becoming increasingly popular which is referred to as ‘Assisted Scheduling’. This combines the other two systems in that it utilises rules based logic to provide a suggested schedule but is adaptable by the operator. Understanding which type of system will benefit your organisation the most is an important factor in choosing the best field service management system for your organisation.

3. Time to Invoice

Ten years ago a delay of between 6-8 weeks between an engineer visit and an invoice reaching the customer was common place. As with understanding inventory, such a delay can put unnecessary strain on the P&L. With a modern field service management system the ability to invoice on a same day basis, even when the engineer is still onsite is very much a reality.

4. Costing

Keeping a track on costs is an essential, vital and fundamental element of any business. However, for companies with a field service division it is perhaps less transparent and therefore harder to achieve.

When workload doesn’t always necessarily mean profit then it is absolutely critical that you are able to have real-time access to the visibility of your costs alongside effective business reporting to allow you to measure and then manage. This is again a key benefit of a modern field service management system.

5. Customer Relationship Management

Okay so if we are completely honest the cliché that ‘the customer is always right’ may not always ring true in one thing is for certain, knowing and understanding your customers is the most effective way of doing business with them. A modern field service management system combines all the widely accepted benefits of a CRM system with the unique information relating to each interaction for every customer, including interactions with the field service engineers.

The greatest advantage is that this information is also available to every member of your mobile workforce, allowing for greater service as well as ensuring service contracts are up to date so work isn’t given away for free!

Want to know more? Click here to download the white paper and get further information on each of these benefits.

 

Welcome to the latest edition of the Field Service News podcast. This month we are joined by Simon Spriggs, Account Manager Exel Computer Systems.

In this exclusive interview Simon talks openly about what we can expect and demand from Service Management software providers, including the differences between scheduling systems, how much customisation can be expected, what we should expect in terms of support during implementation of a new software and how to build a case for investment from your board.

 

 

 

Simon will also be joining Field Service News in the Field Service Solutions Theatre at this year's Service Management Expo being held in London's ExCel on June 17th, 18th and 19th. So if you want to here more from him then make sure you get your complimentary 3 day pass by clicking this link

[quote style ="boxed"]Find out more about Exel Computer Systems in the Field Service News Directory by clicking here

 

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

Background: Exel Computer Systems

The developing service industry requires improved quality through constant adaption.

Exel Computer Systems has brought increasingly sophisticated technology into the Service Management arena providing Software and expertise. There is no doubt that with skilled support, this technology will drive significant innovation into thought-leading organisations such as Triton Showers, who are prepared to open their minds to new ways of working and effectively use technological innovation. More than ten years ago Triton Showers realised that to be successful as a service-led business they had to be more agile and ready to adapt to the rapidly changing industry environment they faced.

To derive significant success from technological developments requires more than good luck, and unless companies are prepared to invest sufficient money, time and energy into getting it right, success will not follow. Most importantly the need to invest in the right staff, with the right training, equipment and business tools. But just as important is the need to join forces with a supplier who has made significant investment in developing leading-edge Service Software and can show innovation in the solution. Providing such an excellent product to a skilled workforce can bring to the industry leading edge skills, cost effective and excellent delivery, and set standards in the Industry.

Background: Triton Showers

Triton Showers has been producing high quality products since its inception in 1975, and is now one of the largest and best known in the field in the UK. In that time the company has invested in technological solutions and unwaveringly on recruiting high calibre staff to provide their customers with the best customer service possible. In addition to their success in future-proofing the technological aspects of their software solution by working closely with their software supplier and partner, they have been able to take advantage of the growing familiarity and acceptance of the technology by all their staff across  the business, to help their staff understand the needs and skills required of their new roles.

Like many other businesses over this time, Triton Showers has had to cope with a number of key changes including a shift from client-based solutions to browser-based, and from hardware-specific solutions into platform and product-independent solutions. Exel Computer Systems has incorporated all of these into their Eagle Field Service solution, taking in their stride the acceleration of technological development, the rapid and significant convergence of 'Mobile Communications', 'Browser-based software' and 'The Cloud' to keep abreast of technology, devices and software solutions across their customer's business. Triton Showers has grasped the opportunity to work with a very modern leading-edge supplier, critical in this complex environment to ensure the quality of the solution and the speed of implementation.

Preparing for the Journey

The service industry has developed markedly over the last 10 years, and Triton Showers has been at the forefront of this development; introducing a sophisticated call-centre supported by the latest scheduling and despatching software, as well as a comprehensive financial package. In the last three years, investing in developing and securing a powerful solution provided and supported by their highly skilled partner Exel, they have significantly updated their software solution onto one of the most modern platforms.

Most recently, Triton Showers have invested in mobile CRM and customer self-help mechanisms, as it has become obvious that the customer wants to use this form of communication. The key customer requirements across the industry are:

• immediate response time
• 24x7 access to self help to resolve issues themselves
• access to an engineer on line or in a forum or chat room

What has been Key to Triton Shower's success?

Working closely with Exel has provided them with a partner that has not only supplied the required Software to take the business into the future, but helped them to identify the most important profit levers within their business:

• Move from  cost-cutting to technology-driven process improvement and focus on customers
• Recognise that culture change within the organisation and across society is having more impact than specific technology devices, as the devices become more readily assimilated into the day-to-day environment
• Staff understanding the changes they have to make in their role as a result of the latest software and hardware solution
• Helping their staff at all levels to work differently, to deal with the local environment within the changing big picture.

The Challenge

Introducing a new software solution and associated hardware requires process change, so from the start there was a requirement that support staff understand the changes necessary in their role. The staff needed to accept that processes would be different and it was beneficial to get the processes stable and tested as soon as possible within the new solution:  They would have to see the big picture of the business process as well as demonstrate a local understanding.

Triton Showers has also recognised that the consumer market in which they work has changed its attitude towards the sovereignty of the customer, and that a significant shift of mind-set within the customer requires Triton Showers to work very differently, at all levels, to maintain control.

Historically, the quality of service was delivered contractually through service level agreements, ensuring the supplier would deliver within certain parameters. The agreement would be with the individual customer and not normally visible to anyone else, with the advent of Facebook, Linked-in and Twitter this situation has changed completely, and producing a very confused picture engendering significant potential for mis-communication, putting considerable pressure onto the supplier.  Included with this is the ability for the customer to broadcast their opinion of the service they have received.

The supplier has to have much better access to the customer experience through varied and reliable sources of information, including mobile CRM, so that data can be automatically collected by the hardware and software carried by the engineer, freeing the engineer to focus on fixing the customer, confident that all the data is captured correctly.  The engineer has to be trained and given the responsibility to gather customer information, through effective listening and good questioning. The engineer cannot allocate any more time to the customer, so information gathering has to be done during the fix (including up-grading customer value, providing new value and understanding issues facing the customer, their changing needs and if possible consulting on the customer’s processes to better serve them next time).

Supplier support and added value

Working closely and confidently with their software supplier, Triton Showers were able to significantly develop their customer interaction process to facilitate the capture of required information, to build up a picture of the customer in order to better respond to their needs and reduce the cost of provision while improving the quality.  In addition Eagle Field Service provided effective future-proofing to:

• Accommodate changes in technology, particularly the impact of mobile connectivity
• Deal with the growing impact of Social Media in the Business to Consumer (B2C) environment
• Ensure that Triton Showers work-force were  more comfortable with the modern platform format that Eagle could provide, in particular delivering a mobile CRM capability
• Develop the solution with Exel to provide an on-going, workable and stable solution

Conclusion

Service Manager, Graham Neve, has found working with the Exel team has considerably broadened the business calibre of his service team.  Working with Exel helped the staff at all levels in the business to understand the changes required in their role as a result of the solution, improving the way they communicate with the customer.

He believes Triton Showers are in a much stronger position thanks to their implementation of Eagle Field Service and the support received from Exel.

Find out more about Exel Computer Systems including videos, white papers and news in the Field Service News directory here

 

 

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Services Provided:

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• Assisted Scheduling
• Workforce Optimisation
• Route Optimisation
• Audit Trail
• Business Intelligence
• Reporting Tools
• Workflow
• Document Management
• Customisation Toolsets
• Outlook Integration

 

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Company Bio:

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Exel Computer Systems plc. a UK software author, has been developing, implementing and supporting business software solutions since 1985. With hundreds of successful implementations and thousands of users around the world, Exel has a proven track record of working with some of the world’s most well-known organisations.

Exel’s experience and extensive industry knowledge ensure that they are best placed to assist their customers to achieve competitive advantage through the employment of a state-of-the-art business solution. In a constantly changing business environment Exel is a provider that you can trust, and with continual product investment, a company which will be around in the future.

Exel’s Eagle Field Service system leads the way as a complete mobile management solution providing real-time information and resources to field based engineers delivered directly to their mobile or touchscreen device, as well as unprecedented levels of control and visibility to management. Eagle Field Service provides a fully integrated range of modules from a single software author.

Eagle Field Service allows service and maintenance engineers, or any remote worker, real-time access to cases, schedules and mobile data. Information is relayed real-time to the back office management system, ensuring that company wide mobile data and office-based information is unified throughout. This modern real-time mobile solution works on or off-line, across different platforms including smartphones, tablets and laptops.

Triton Showers Service Manager, Graham Neve, has found working with the Exel team has considerably broadened the business calibre of his service team.  “Working with Exel helped the staff at all levels in the business to understand the changes required in their role as a result of the solution, improving the way they communicate with the customer”. He believes Triton Showers are in a much stronger position thanks to their implementation of Eagle Field Service and the support received from Exel.

 

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Latest video:

Resources:

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Case Study: Safestyle UK

With 13 installation and 36 sales branches around the UK, and a 600-employee factory manufacturing over 6,000 doors and windows each week, Bradford-headquartered Safestyle is one of the country’s leading businesses in the replacement door and window market. But by late 2013, the company recognised that it needed to update its aftersales customer service capabilities, which had become spread over three distinct systems, giving rise to inefficiencies and data duplication.

Read the full case study here. (instant access - no registration required) 

 

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Case Study: Dale Power Solutions

Is bespoke or off-the-shelf better? Thanks to Exel's EFACS E/8, the best of both worlds is available. Following a business process review, Dale Power Solutions has found EFACS has improved its management reporting, enabled business process automation and supported strong business growth.

Read the full case study here. (instant access - no registration required)

 

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White Paper: How do large Field Service companies gain competitive advantage?

The ability of technology to seamlessly connect the back office and front line service personnel is now widely acknowledged and can be seen by the growing number of businesses investing in Field Service Management (FSM) systems.

While such systems have been around for a number of years, the widespread adoption of smartphones and tablets/phablets and the browser-based information exchange these offer, have led to a new generation of smarter, more intuitive solutions. However, gaining competitive advantage, especially for businesses having to manage large field service teams, increasingly lies in making the best strategic use of this technology.

Read the full white paper here. (instant access - no registration required)

 

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White Paper: Five Benefits of a Modern FSM Solution

The increasing prevalence, accessibility and reliability of the internet enabled communications infrastructure has provided substantial benefits to those field service companies that have adopted a market leading Field Service Management (FSM) system such as Eagle Field Service, from Exel Computer Systems plc.

With over 29 years’ experience of continually developing and delivering fully integrated business solutions and committed to utilising the latest technology, Exeloffers five of the most achievable benefits obtainable through use of a modern FSM system.

Read the full white paper here. (instant access - no registration required)

 

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