It used to be that investing in a Field Service Management (FSM) system gave your business a competitive advantage over your competition. The prevalence of FSM in the marketplace now means those that don’t take advantage of the latest FSM systems may begin to face a competitive disadvantage.

The world moves pretty fast, if you don’t stop and take a look around once in a while, you’ll never know if the latest packages can bring you a greater return on investment, more efficient running, greater employee engagement and happier customers.

 

Eagle Field Service, By Exel Computer Systems

So, what do Exel offer that would warrant a look at the Eagle Field Service FSM solution? Apart from it being fully integrated - and that integration extending into the EFACS E/8 suite of business solutions, offering you much more functionality than other providers can.

To look at the field service aspect specifically, we can look at two concepts that Exel consider will give you the edge over your competition. Firstly, that of scheduling your engineers.

 

Assisted Field Service Engineer Scheduling: 

Exel’s concept of Assisted Engineer Scheduling was born out of the realisation that service call handlers had to obtain and retain a lot of knowledge regarding engineer skillsets, the types of jobs likely encountered and the average time to complete them, amongst many other things.

The Assisted Scheduler relies on over 25 parameters to determine the optimum engineer/job planning schedule. It presents the call handler with the optimum option, as well as a few more alternatives ranked in order of suitability. Information is provided for each option, should the call handler wish to determine the reasons for the order – the final decision lays in the hands of the call handler.

No matter the experience of the call handler, your client’s concerns are allayed quickly, as the call handler is able to deal efficiently and professionally, from request to engineer dispatch.

 

"We realised that a company's service engineers are often a hugely under-utilised sales force. They often work closely with the client and can build a high level of trust, and they often have greater access to areas of the client’s site..."

 

Service Customer Resource Management (CRM)

Service CRM is a concept that was realised after talking to engineers to gain an understanding of their experience. Some of these engineers had been conscientious and pro-active enough to identify further business opportunities for their company.

Following this, we realised that a company's service engineers are often a hugely under-utilised sales force. They often work closely with the client and can build a high level of trust, and they often have greater access to areas of the client’s site.

They are in a position to identify potential value-add or upgrade possibilities and either feed that back to sales, or potentially arrange a quote there and then. This can all be done via the Eagle Field Service mobile application and relayed to the back office in real-time.

“There’s no need to tab between different systems, all the information that people want is in one place. Moreover, the scheduling of service engineers isn’t just easier than before, it’s also more powerful, resulting in a more efficient routing of engineer visits, and better optimisation of engineers’ time.”

“Roll it all together, and the combined effect of a reduction in paperwork, the elimination of duplication and data entry, and better engineer scheduling, has enabled a significant improvement in engineer utilisation” Nick Stokes, Safestyle. To read about Safestyle’s experience, click here.

 

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Further Reading:

To learn more about Eagle Field Service, please view the brochure, here.

To read more about Assisted Engineer Scheduling, please view the data sheet, here.

To read more about Service CRM, please view the data sheet, here.

Or, alternatively, get in touch with the team @ Eagle Field Service here.

We explore how leading British glazing firm SafeStyle have improved their engineer utilisation significantly having implemented Eagle Field Service...

Client Profile

Safestyle is a leading UK manufacturer, installer and servicer of windows and doors. Safestyle produce over 6,000 windows and doors each week.

Reason for Change

A myriad of systems resulted in poor visibility of service engineers, limited management reporting as well as duplication of data and general inefficiency.

The Benefits

Improvements are manifold, engineer utilisation has increased, the user experience has improved, processes are more efficient and the powerful reporting functionality allows root cause analysis to identify problems that can then be fixed in the product design stage.

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.

Challenge

The core system was a decade-old customer care system, directly fed from Safestyle’s ERP system, which handled maintenance work associated with the ten-year guarantee that Safestyle offers its customers. In addition, any aftersales maintenance necessitated by customer complaints was handled by a second system.

This did not benefit from a data feed from the ERP system, and so required manual data entry.

Finally, a specialist scheduling system handled service engineer scheduling and routing, creating the service engineers’ daily work programmes and vehicle routings. While each system worked acceptably well when viewed in isolation, a very different picture emerged when they were viewed as a whole. Service engineer visibility required enhancements to go to the next level, management reporting was limited, and opportunities for better scheduling were being missed.

As a business, we’re passionate about customer service, and so retiring these various systems and replacing them with something that was both newer and better would be an obvious step forwardIn addition, adds Nick Stokes, Safestyle’s IT Change Manager, the whole process was overly reliant on paper, using printed work schedules against which service engineers would report progress by telephone, requiring headquarters staff to manually update the relevant system.

Clearly, schedules provided on tablet computers, and directly updated by the service engineers themselves, would be far more efficient, as well as providing real-time progress visibility.

Finally, adds Nick, the core legacy system was becoming both difficult and expensive to maintain. “As a business, we’re passionate about customer service, and so retiring these various systems and replacing them with something that was both newer and better would be an obvious step forward,” he recalls.

The only question: replacing them with what, exactly?

Why Exel?

Consequently, in early 2014, Safestyle began surveying the marketplace for field service management systems, and subsequently invited a number of suppliers to submit quotations for supplying a replacement system.

The clear winner: Exel Computer Systems’ Eagle Field Service solution.

“From a functional and ease-of-use perspective, it offered all the functionality that we were looking for,” recalls Nick, “in addition, although this hadn’t been a formal requirement, we could see that we might, in future, want to be able to use elements of Exel’s EFACS E/8 ERP system. So for a variety of reasons, going with Exel and Eagle Field Service made good sense.”

This is due to the fact that Eagle Field Service is an element of the EFACS E/8 ERP solution, utilising the functionality and modules required, such as Document Management and Workflow. Should a client require the manufacturing functionality, licences are bought, the modules implemented and the staff trained.

Implementation

Implementation began in early 2015, with a goal of commencing a phased rollout by the third quarter of the year. Implementation was straightforward, recalls Nick, noting that as Eagle Field Service’s intuitive interface and ease-of-use is driven by a rules-based engine, time had to be devoted to creating the required rules.

In addition, he points out, the move away from paper schedules to tablet computers called for careful testing, the provision of user training and thorough User Acceptance Testing. “Customer service is important to us,” he stresses, “it was better to be right than rushed.” But with testing and training complete, rollout began as planned, and was completed within a few weeks.

Business Benefits

The move to Eagle Field Service, relates Nick, has delivered a number of very distinct benefits. The user experience - both for headquarters staff, and service engineers - is far more intuitive, and enables people to work more efficiently.

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