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Service Management Expo 2015 saw a number of excellent debates including a panel discussion that focused on the challenge of replacing an ageing workforce. As the millenials take over the work place, moderator Kris Oldand asked the panel just what will the changing face of field service look like?

The challenge for service companies was not so much the age of their current workforce but the aptitude and willingness to learn new skills, said Andy Beer, European Service director, Pitney Bowes. "As technology changes, the engineer's role may change from being field-based to carrying out remote diagnosis on a Help Desk. Regardless, they still need an underlying skill set and it's important those skills sets are up-to-date. Do they have the aptitude to learn and adapt?"

In field service, solutions are knowledge-based, pointed out Susannah Richardson, Marketing Director at mplsystems. "What is important is to get that knowledge documented - and your ageing, very experienced workforce can often be the best source for that. See it as an opportunity to get that valuable knowledge out of one engineer’s head and into the wider workforce. Once you've secured that knowledge, your service levels won’t drop if key staff leave or retire."

Formal, documented knowledge can also improve customer service, she added. "Once available, it can be used by the Help Desk engineers for remote diagnostics and repair, or even to guide customers on fixing problems themselves via a help area on your own website."

It is important that during the process of documenting knowledge, experienced engineers do not feel threatened, said Beer. "The solution is to show them you appreciate that knowledge and involve them in the process - such as sending them the final document for approval."

How important is technology in attracting tomorrow's engineers?

The consensus on the panel was that technology would play a key role in attracting the Millennials who will be the next generation of field service workers. As Professor Howard Lightfoot of Cranfield University School of Management said: "Young people don't think about technology, they just use it. They access everything digitally, including training and education."

 

Service companies need to remember that Millennials would also form a large part of their customer based in future said Lightfoot. "They'll expect a different sort of service and engineers will need training in soft skills. Managing clients and client behaviour, coping with complaints on a face-to-face basis will become an important part of the skill set."

A service sector that used modern technology would help attract the next generation and get buy-in from existing engineers when work processes were changing. "Giving engineers an iPad to work with wins hearts and minds," said Beer. "We found giving them permission to use the device in their personal lives made them excited and got them thoroughly engaged in the changes we were making in the business."

The sharing generation

Service companies could also benefit if they grasped the fact that the millennial generation, whether customers or engineers, are used to social media and sharing of information, remarked Richardson. "In the workplace, millennials will want to be part of a social community that shares information, interacts and is collaborative.  This generation are more likely to communicate via Instant Messaging than make a voice call. Millennial customers wouldn't be phased by requesting a service via an app, not via a call to the help desk. "

It might also drive earlier resolution of a problem, she added. "Technology enables a three-way web chat, for example, with the customer calling the help desk who then brings in a field-based engineer to discuss the problem."

Trusted advisor or sales person?

The panel was asked whether a new generation of engineers would be less resistant than older workers to the idea of leveraging their position as “trusted advisor” to become a “trusted sales advisor". All were adamant that while this might be appealing for service companies, there were also inherent risks.

"There is potentially a lot to be gained, but if the field engineer starts to act in a more overt sales fashion, there is also the risk of losing that trusted advisor status with the customer," commented Beer. "Field engineers see themselves as trusted advisers and fixers. Many will resist the ideal of becoming sales representatives and customers, indeed, can see through overt sales tactics. "

Richardson however, thought some engineers would welcome a sales/upselling role. "Incentivising engineers for sales rewards them monetarily, but can also be attractive from a career development point of view."

Technology for training

"Skills training needs to accept that there is a wide spectrum of workers, from those who are scared of a mouse to those comfortable with a smartphone,” remarked Professor Lightfoot. "Training is no longer just talking to people, it’s more interactive these days,” he added.

 

Baby steps and the gamification concept was the way forward, thought the panel with Dan Lancaster, Field Service Specialist with Telogis, advising "Set questions in a dynamic format. The process can be heavy at the start but you soon reach the point where you can get them to filling in questionnaires to test their skills levels."

Ageing workforce: crisis or opportunity?

Having already identified the need to interact with Millennial workers, each of the panel members were asked whether they considered if an ageing workforce represented a crisis (all that knowledge disappearing from the company) or an opportunity (with all those young people with a new outlook, enthusiastic about embracing the technology) that is going to be essential for service delivery over the next couple of decades.

"There are over 1 billion mobile devices out there: your workforce will be using them anyway, so tap into that mindset," urged Lightfoot.

"Technology is delivering the opportunity to document a vast amount of knowledge and get it out there to the wider workforce and customers," pointed out Richardson.

Finally, Lancaster added: "Younger people expect to be engaged in what they are doing, at work or play. So engage them. It's a fantastic opportunity to look at your operation in a different way."

So, in conclusion, our panel unanimously agreed that any potential crisis in terms of loss of expertise as older workers retired could be overcome and that service companies should explore the different aptitudes and mindset of a younger generation to drive process change and transform customer service strategies.

The face of field service is changing, but as with anything change can be both frightening and exciting at the same time. The trick is to walk the line in the middle so you are prepared for the pitfalls and ready to embrace the opportunities. Is your company up to the challenge?

 

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As we continue our exclusive serialisation of Advanced Field Service’s excellent Service Manager Handbook 2015/16 edition we turn our attention to agile resource scheduling…

You are also able to download the full 40 page ebook for free by simply clicking here and completing the brief registration form

It’s simple to manage a relatively small team of engineers with a limited number of jobs. But as your business grows, so do the scale and complexity of your resources.

However, the challenge of getting the properly skilled technician to the job with the minimum of fuss and overheads is not insurmountable. So when scheduling your field resources, how can you get it right?

Optimise travel times

Typically, around half of engineers’ time is spent (i.e. lost) in travelling to the customer’s site. Escalating fuel costs mean that long journeys also eat into your profit margins.

Clearly, optimising travel times has never been more important.

When new calls come in, you need to know your engineers’ present and future locations. Modern GPS navigation, route planning software and mapping tools have changed the rules for engineer allocation, helping your engineers reach customers via the quickest and/or shortest route. Don’t assume the usual route is the best one. Stay alert to incidents and planned roadworks that are causing hold-ups.

Your scheduling system should reduce planning time by suggesting and prioritising slots in the vicinity of the engineer’s base location and/or existing call locations, as well as finding the best slot for the job in line with SLA commitments.

Track your field team

Can you see at a glance which engineers are in the area and who is best placed to answer a new call or respond to an emergency? If, for any reason, an engineer cannot gain access to a customer’s site, is there another call locally that they can be redirected to?

Knowing your engineers’ whereabouts will help you react with agility and re-plan rapidly. You’ll also be able to monitor how long they’re spending on any particular job and check whether other work needs to be urgently re-planned.

Over time, having this data will help build a record of engineers’ actual and reported locations, highlighting any anomalies that need addressing.

Combine breakdown service with planned maintenance

Do you know which customers have routine service checks falling due? Is an engineer already scheduled to attend the customer or working with another customer nearby?

Being proactive in scheduling routine maintenance jobs will free your team to handle unexpected events.

Your systems should give you the flexibility to generate service jobs when you want to and to prompt operators with information about these jobs at the appropriate time.

Hit the ground running and increase first-time fix rates

You should have the systems in place to quickly identify who has the skills and availability to take a call. Provide them with everything they need to know to get in quickly, do the job, close down and exit, including call history and technical information. Enable them to do this via their mobile device, rather than having to carry around boxes of manuals.

Needless to say, your engineers require ready access to spares and parts. Can you track your inventory so that parts can be sourced quickly – from another engineer in the vicinity, the depot or a supplier? Give your engineers the power to search for and order spares via their mobile device.

This can also assist in reducing the costs of carrying inventory on the van ‘just in case’, which ties up your capital unnecessarily.

Plan non-billable activities

Time has to be allowed, planned and incorporated into the overall scheduling process for non-job related activities such as holidays and training. You need to be able to see at a glance any potential clashes: will approving a particular holiday request make it impossible to deliver certain jobs on time? Or can delivery be achieved only by the over-utilisation of the engineer prior to or immediately after their holiday?

And what contingency plans do you have for unplanned absence or adverse weather that may prevent engineers coming into work?

Review demand against resources

Integrated planning can help manage the tricky juggling act of satisfying the customer by responding within a reasonable timeframe and keeping engineers’ and back-office staff’s workloads within acceptable limits.

Your scheduling systems should prove invaluable in managing the complexity of resourcing across all jobs and provide a holistic view over the resourcing commitments across the business, so you can see at a glance the forecasted demand on your staff and their availability to take on new work.

By being able to visualise the impact of resourcing staff into new jobs and contracts, you can assign priorities and create realistic schedules. If necessary, reschedule or reassign existing work to another engineer with the skills to complete the job. Your system should hold details of engineers’ skills and certifications.

Download the full 40 page ebook for free by simply clicking here and completing the brief registration form

 

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Field Service News Editor-in-Chief, Kris Oldland reflects on a busy summer in the European field service industry in his leader for issue seven of Field Service News...

Click here and complete the brief form to download a digital copy of Field Service News issue seven now

I’ll be honest, when the doors closed on the third day of this year’s Service Management Expo I gave an almighty sigh of relief...

Not only was it the end of a very busy three days but it also marked the end of what was an incredibly busy conference season in the European field service industry and to be quite frank I think everyone needed to take five just to catch their breath.

Since we published the last edition of Field Service News we’ve attended the Aston Spring Servitization Conference, The Field Service Forum, The TomTom Telematics Developers Conference and of course the Service Management Expo and each of these events brought into focus some of the key conversations that are happing in our industry today.

There has been an abundance of excellent content produced by some of the leading figures in Telematics, Servitization, IoT, Artificial Intelligence and much more with each outlining how these varying tools and technologies will impact on field service.

And whilst long may it continue, it is also good to have a little bit of time in these long, hot summer months to let all these ideas, concepts and strategies tumble around in our heads for a while. Then, as we move into the final quarter of the year, our thoughts and plans around how we can harness some of these concepts, can solidify and evolve into strategies with substance.

And as I start to bring some of my own thoughts into focus my first initial observation is that so many of these new trends are interconnected.

In the past I’ve explained my belief in this column that we are entering a golden age of service, driven by a perfect storm of technologies emerging together and if anything the last few months have reaffirmed that belief.

Service is no longer an after thought but a primary business driver and if there was ever any doubt about this it was completely eradicated at the Aston Servitization Conference.

It was fantastic to see academics and industry leaders coming together to learn from each other and at the end of an intensive two days there was no doubt in my mind that this growing trend of Servitization was moving very quickly from academic theory with a handful of industry examples (albeit high profile ones) to a considerable shift in business thinking which is continuing to gather momentum.

Indeed the topic of servitization raised it’s head again when I interviewed Sony’s John Cooper with Cooper providing a perfect example of Servitization in a new contract with Spanish media outlet Telemadrid. As Cooper himself explains “when it’s pay-per-usage - it becomes all about the service.”

Which of course brings us back to the technology, for working in the parameters of an outcome based solutions contract means that your field service operations have to be highly efficient to ensure you are delivering the uptime levels such contracts are built upon.

IoT is of course one such technology that is truly driving these changes in business thinking and culture. Sony for example employ a number of remote monitoring and diagnostics tools across their B2B technology range, and such connected devices are huge enablers for companies moving from a traditional reactive type of service operation, to a more proactive type of operation that an advanced services approach requires.

 

And it is not just the devices our engineers are repairing and maintaining that are becoming connected, it is their tools and even their vehicles themselves that are becoming connected also.

It is of course no surprise that the connected vehicle dominated conversation at the TomTom Developers Conference, but in fact it wasn’t the only game changer for fleet management discussed that day in Amsterdam.

We also saw TomTom Telematics redefine themselves as a Platform as a Service for the telematics industry with the launch of their Apps Store, and this new model for telematics, built on open integration, is something of a game changer.

It is a smart move by the Dutch Telematics giant and one which couldn’t have been better timed as another major player in the Telematics space, Microlise who have a phenomenal reputation within the haulage sector, have also turned their attention to field service with the launch of a very slick new solution Clear. 

And then of course there are the two technologies that are underpinning most change in field service, Mobile and the Cloud. 18 months ago we researched the Cloud and I made some bold predictions around it’s adoption in field service. In our latest research project we revisit some of those claims and see if, how and why the adoption of Cloud based solutions in our industry has moved on at all within the last 18 months.

Time to let those little grey cells get to work...

As field service tools become increasingly Internet based connectivity becomes an ever more significant challenge. We look at how Volvo Construction overcame their connectivity woes...

About Volvo                                                  

Volvo Construction Equipment was established in Great Britain in 1967. A division of the Volvo Group, it has established a reputation for market leading quality equipment and customer support.

A supplier to the mining and construction industries, Volvo provides an extensive range of equipment including wheeled loaders, articulated haulers, excavators, utility equipment and pavers.

The business operates eight customer support centres throughout Great Britain, supplemented by strategically located home-based engineers. Its headquarters are located in Duxford, Cambridgeshire.

The challenge

Volvo Construction Equipment’s team of field engineers travel across the UK each day responding to customer queries – from initial fault diagnosis to servicing and updating equipment. These engineers are largely dependent upon access to internet-based tools, hosted on the company’s network, for diagnosis and configuration purposes. Yet visits can often take place in remote or inaccessible areas of the country with poor mobile signal.

Previously, engineers were provided with a single-network USB dongle that could be plugged into laptops for network access. The limited geographical coverage meant that this had proved hugely unreliable, with engineers often unable to find a strong signal from the network provider.

 

Without access to the internet, engineers were often forced to return to the nearest depot – which could be up to 60 miles away – or in some cases, seek out a local café or restaurant offering free Wi-Fi.

This inability to complete the job on the first visit was also frustrating for customers unable to progress a project due to a broken down machine.

Richard Shelford, IT Operations Manager at Volvo Construction Equipment, said: ‘‘Engineers would often arrive at a job and carry out the initial diagnosis only to find that the network signal was too weak. From a customer-service perspective this was really tricky, as they would be forced to abandon a job and drive off to seek Wi-Fi access somewhere else.”

He added: “This process was proving hugely costly for us in both time and mileage but also for our customer whose downtime costs can run into tens of thousands of pounds.”

The solution

Volvo Construction Equipment was recommended to contact M2M Intelligence to see if they could suggest a more efficient way to operate.

M2M was able to supply a Multinet roaming 3G SIM which enabled field engineers to create a local hotspot with a Wi-Fi router in their van. The M2M-i Multinet SIM enables the router to connect with any available UK network so Volvo engineers are no longer reliant on a single provider’s ability to supply a constant signal in all areas of the country.

These hotspots allow staff to connect and use the online diagnostics virtually wherever they are working.

 

A trial across eight vehicles was tested by senior engineers, with extensive experience of the industry - including first-hand knowledge of some of the challenges that the business was facing. Following a successful trial, the solution was quickly rolled out across the Volvo Field Service team.

The results

Volvo was able to vastly improve its customer service by eliminating wasted site visits and reducing equipment down-time. This has also had a number of additional benefits in regards to productivity, cost savings, employee satisfaction and internal communications.

Productivity increased

M2M’s Multinet roaming SIMs have ensured field engineers are connected virtually anywhere. This has had a major impact on productivity as engineers are now able to increase the average number of campaign updates, including diagnosis or configuration, each day.

Cost savings

The solution has also driven significant cost-savings for the business – both in terms of vehicle expense and staff time. Field engineers no longer have to drive back to the depot or a local restaurant to gain Wi-Fi access – and are operating more efficiently as a result.

Employee satisfaction rose

Increased productivity has removed many of the frustrations experienced by field engineers. Rather than facing obstacles around limited network signal or the associated stresses of having to find a nearby location with access, they can focus on the task in hand. This means delivering a speedier service to customers and getting equipment and projects back up and running as soon as possible.

Better internal communications

The business has also seen an improvement in internal communications. Staff can use internet-enabled video conferencing more frequently to communicate with product specialists and between different depots. This is allowing field engineers to tap into company resources – and quickly.

The company now has plans to continue a phased roll-out across the wider business, including product specialists and sales teams.

‘‘Almost immediately after trialling M2M’s solution, we knew we had to have it!’’ said Richard. ‘‘Our engineers were previously carrying out approximately two campaign updates per day. Using M2M’s solution, they can double that - so to say it’s had a big impact on productivity would be an understatement! To quote one of our own engineers, ‘it’s simply brilliant’.’’

 

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In Part One of this interview in our Industry Leaders series, John Cooper, Head of IT and Workflow Solutions in Sony’s Professional Solutions unit in Europe explained why he and his colleagues needed to revisit their existing service infrastructure and replace a 15-year-old legacy system with something better suited to the growing complexity of their service organisation.

In Part 2, he talks to FSN's Kris Oldand about how he and his team reviewed both off-the-shelf systems and customised solutions to determine which was fit-for-purpose, their reasons for making the choice they did and the impact on the service operation.

“We had a remedy based solution that actually had its routes dating back almost 15 years believe it or not,” Cooper begins. “It was initially designed for specific service offerings we had which were very much one-to-one. One customer , one product. So a kind of classic repair-related issue. They’d call the help desk, raise a remedy ticket, we’d determine if a repair was required, we’d pull the units back and we’d issue replacements;  a nice simple system.”

“Of course now we are in a situation where we have technology that sits across multiple partners of Sony, plus hardware and software vendors,  and we look after it all. It may be multi-site, it may even have multiple SLAs within contracts.” Cooper explains.

So despite having updated and improved their existing system across the years, its core purpose was as a backend system, and it lacked the reporting functionality and dashboards that it was becoming more and more apparent Cooper and his team required.  “We got to the point that we realised the bits that really mattered to our customers were the bits that we were finding it hardest to do.”

 

As the need for a more modern service management system became apparent Cooper and his colleagues had some clear expectations of what they wanted. “We thought about this issue of the ecosystem and how do we get everybody involved. Pretty quickly we came to the decision that what we needed to do was get something that sat within the Salesforce world; our sales and marketing organisation use Salesforce - it’s a standard platform in Sony,” he explains

Bespoke or fit-for-purpose?

However the next decision was whether to opt for a ‘fit-for-purpose’ solution or create something bespoke. Something Cooper clearly gave great consideration to:   “We had two other big choices – do we bespoke something or do we look for something that is fit for purpose,” he begins.  "In the past I didn’t see much in ‘fit-for-purpose’ solutions that I felt actually really understood something as complex as what we wanted to do. At the same time I was very wary about bespoking because it gets you a solution for today and,  if you're clever,  maybe for the next two or three years. I didn’t want my team to be thinking what to do next about IT, I wanted them to be thinking about making the customers happy."

 

“So we looked around and we found ServiceMax amongst a number of systems that we had already looked at. I just thought: this is a system that has really been thought through by service professionals, people who really understand what happens. It’s not just a standard set of processes.”

“Despite it being an off the shelf package there is such as degree of configurability that you can work how you want to work. There is such a good degree of best practice built in it pushes you down a path of best practice and I’m a big fan of that.”

 Dual benefits

Of course there are numerous benefits to a next generation service management system such as ServiceMax, including easy Salesforce integration, breaking down many of the data silos that can exist within an organisation.

And perhaps the most important of these is the ease of access to reporting which Sony had found lacking in their previous solution.  This is of course indicative of how business is done today and a common expectation of Sony’s customers, so it was a key necessity for Sony when implementing their new system.

However, given the changing nature of Sony’s business with both a shift towards a more service-orientated business structure and also, through the use of remote diagnostics tools, a move towards a much more proactive and preventative service offering, such reporting tools also provide an important second function  - namely,  being able to report on all of the service value Sony are delivering that may otherwise potentially not get noticed or acknowledged.

“Sometimes we can have a conversation with customers and they’ll say well we’re not really aware of you doing that much for us.” Cooper explains.  “And that’s a facet of us keeping processes and systems nice and clean in such a way that systems continue to run. So the desire for us to want to demonstrate all the good stuff we’ve done is really strong.”

 

“The flip side of course is that no service organisation is perfect and sometimes when things go wrong the first person that hears about it is someone senior on the customer’s side and then the second person that hears about it is the account manager.  So if you’re not careful the only time people hear about service is when there is bad news and the reality is that 99% of the stuff is going wonderfully but there is not any awareness of this.”

In fact Cooper believes such easy access to reports and dashboards, is as powerful tool for his account managers as it is for his service managers.  “One of the other drivers for us in this quest for the right sort of system was something that keeps the whole ecosystem aware of what’s going on and what we are doing for the end customer.”

“We have this dream of the account managers turning up at customer sites and being completely clued in with all the stuff that’s happened in a nice simple to understand graphical way. So they don’t need to get into technical complexity but they know what we’ve done for the customers, they know of any live issues and they’re not going to get ambushed with you’ve got this problem or that problem.”

And Cooper sees this as perhaps one of the biggest changes in service today.  “That sort of thinking wasn’t there many years ago in our industry but now it’s becoming imperative, ” he asserts.  “Our feeling is that that service will really help us differentiate ourselves with our customers. Our goal at the end of the day is we want customers to come back to us and keep renewing service contracts and then when their technology gets to the point where there is something better for them out there they come back and buy from Sony.”

 

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In the continual evolution of field service, mobile will continue to be the most impactful technology for enterprise field service in the near future, more so than the Internet of Things, writes Sumair Dutta, Chief Customer Officer for The Service Council

Field service, as a discipline, is changing. The rate of change isn’t as dramatic as the typical prognostications of technology-focused publications and outlets. Yes, IoT is having and will have a huge impact. So will wearable technology. But remember, this is an industry that isn’t completely mobile. Pen, paper, and the clipboard, are still considered useful tools. Technology is increasing the rate of change in field service, but the overall industry is one that is still quite cautious.

In early 2015, nearly 200 organisations participating in a field service study conducted by The Service Council highlighted the following as their top focus areas for 2015:

• Process control, review, and management
• Field service execution
•  Talent management
• IT infrastructure for field service

These areas are similar to some of the priorities outline by survey participants in 2014. What is different about 2015 is the increased focus by organisations to lay a strategic foundation for their field service businesses to support sustained business growth. It's not just about cutting field service visits, but more about maximising the value of necessary field service visits. With this in mind, we see a continued evolution of field service around these three major areas:[quote float="right"]It's not just about cutting field service visits, but more about maximising the value of necessary field service visits

[ordered_list style="decimal"]

 

1. Service Model Integration:
   Reactive field service isn’t dead. Organisations were more likely to see an increase in reactive field service visits in 2014 than they were a decrease in these visits. In 2014, 41% of organisations polled saw an increase in reactive field visits over the course compared to only 28% of organisations that saw a decrease. While organisations are looking to eliminate unnecessary reactive field service visits with the aid of connected or self-service business models, their service portfolios are still comprised of a heavy dose of reactive field service visits.  The primary goal with reactive visits is to increase efficiency so that the first reactive visit is the last reactive visit. However, organisations are also looking to enhance value delivered per service visit wherein an onsite visit is seen as an opportunity to share knowledge with, provide advice to, and improve relationships with the customer. Eventually the hope is that this leads to better trust, increased retention, and continued customer spending. In looking at the overall service continuum, the objective is to eliminate effort and inconvenience in dispatch-less service models but to maximise value when a dispatch is required. This requires a focused integration of the service delivery models around the end outcome felt by the customer.
2. Talent:
   While most organisations we poll are able to deal with their field service workloads with current resource levels, most are looking for new field service talent and are having a hard time a) finding this talent, and b) getting the talent trained and out of the door. Our research shows that 46% of organisations had unfilled positions for field service technicians at the end of 2014. In searching for new agents, organisations are prioritising customer management and communication skills so that these agents aren’t only good at fixing things, but are also able to effectively communicate with customers. Organisations are also looking to hire agents who are familiar with the use of mobile devices and applications adopted by the organisation. We’re also seeing a significant change in training philosophies when it comes to field service. The overarching objective is to get new hires out in the field as soon as possible and so organisations are prioritising online training, collaboration, and knowledge platforms, to provide field agents with an always-on and always updated mode of instruction while on the move.
3. Mobile: Mobile will continue to be the most impactful technology for enterprise field service in the near future, more so than the Internet of Things. The reason for this is that we are just scratching the surface of what mobile can do for field service, especially when it comes to workforce empowerment.[quote float="left"]We are just scratching the surface of what mobile can do for field service, especially when it comes to workforce empowerment

    

   While most organisations we poll have provided their agents with some form of mobile device, they have yet to fully empower their field agents with the capabilities of mobile technology. We’re still in the early stages of mobile maturity for field service wherein most investments have been made primarily to replace ineffective paper-based processes. However, mobility presents the opportunity to provide richer information to field agents to allow them to effectively resolve customer issues. It also offers field agents the opportunity to communicate and collaborate with broader groups across the organisation with the aim of improving productivity and enhancing customer satisfaction. Finally, mobility also allows organisations to create an army of data gatherers. This data can be used to monitor service demand, improve customer relationships, and identify opportunities for service business growth. In our 2015 service big data research project, 40% of organisations identified mobile point-of-service solutions as the avenue of data collection that they most wanted to tap into.

Field service is changing. The speed of change is picking up with the aid of mobile technology. Yet field service is still a human discipline, and human empowerment and engagement is key to supporting field service growth.

 

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The emergence of TomTom Telematics as a true platform-as-a-service provider is big news for field service companies.  In Part Two of our report from the company's Developers Conference, we ask whether it means evolution or revolution for the telematics sector in general.

In Part One of this report from TomTom Telematics' Developers Conference, we heard how the combination of open-architecture hardware and the launch of the its App Store is transforming the telematics giant into a true Platform-as-a-Service provider and one-stop shop for mobile workforce management

Here, we take a deeper look at the potential impact the development could have on the telematics market. Indeed, in the excitement of the day there was talk of revolution as well as evolution. Would TomTom becoming an all encompassing platform for telematics, change the way we build our telematics solutions in the not too distant future? What will be its role in the emergence of the connected vehicle?

“We want to make it as easy as iTunes or the Salesforce app exchange” claimed George De Boer, International Alliance Manager at TomTom Telematics. “You just go to your appstore, you download your software and you install it”

“As easy as consumers are finding it to install an app we want to make telematics as easy for them as well” he added.

Indeed, it is an interesting and attractive proposition: one that could mean each company could essentially cherry pick the right apps that are best suited to their organisation and then build a bespoke telematics solution that meets their exact requirements.

App partners

One of the developers that has opted to build an app for the TomTom platform is Magenta Technologies, whose Maxoptra tool provides companies with a dynamic scheduling engine, a key tool for many large field service companies. Alexei Badjanov, Head of Development for Magenta believes this new approach to building a telematics solution is absolutley the future.

“The platform is the key” Badjanov comments “There is a wide number of telematics providers in the world but the one that has the most applications will be the leader”

Indeed this is very true; in one sense TomTom have not broken new ground. Other telematics providers such as Telogis and Trimble have both developed something akin to a telematics based platform some time ago,. However, unlike TomTom, they opted to focus more on developing their own apps within an ecosystem as opposed to the open architecture approach taken by the Dutch firm.

Of course whilst TomTom’s move to position themselves as a central hub upon which to build a telematics solution is both a clever and forward looking one, there is a strong argument that it was forced upon them, as with the onset of the connected vehicle they faced a choice of evolve or die.

However, where as the imminent arrival of connected vehicles would once have possibly meant ringing the death bells for TomTom, now the connected vehicle brings with it opportunity for both the telematics provider and their field service customers alike.

The connected vehicle

At a telematics conference the connected vehicle was bound to be a key topic that dominated conversations throughout the day, with the consensus being that the connected vehicle has finally made the transition from exciting potential to tangible reality.

“It’s already happening, It’s already here” commented Taco van der Leij, Global VP of Marketing for TomTom Telematics.

But just what does the connected vehicle actually mean to field service companies? Is it not just a case of the same telematics, just now being fitted as standard by the vehicle OEMs? In fact Van der Leij thinks the impact of the connected fleet will be far wider. “What you will see is the number of applications in this industry will multiply, so you will get much bigger scope and different possibilities for field service companies to actually enhance their business.”

“Basically what you see with a normal business environment in the office, Cloud solutions are already there, driving more and more applications. With all commercial vehicles being connected we will see the same happening for mobile workers also”

De Boer also echoed his colleagues sentiments when the conversation turned to the connected car.

“I’m seeing even more possibilities” he says as we discuss some of the obvious benefits to workflows when having seamless connectivity between the vehicle and the office.

“The service engineer that goes to his customer and uses some of the spare parts in his van for example. If he uses the connection of a barcode scanner and our link.connect API, he can scan the spare parts and the warehouse can start preparing the box that he needs to have for the next day.” He explains before concluding “The connected vehicle is really all about further optimising the business process”

In fact this final summation acts well as headline for what the TomTom Developers Conference was all about: further optimising the business process.

But beyond that, it was a day when we saw TomTom evolve from a pure play telematics provider to fully fledged telematics platform and if the connected vehicle is going to change everything in the telematics industry, TomTom Telematics look set to be right there at the heart of the community continuing to drive change and innovation.

 

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For some time, it seems everywhere you look, companies in or close to the field service software sector are on the acquisition trail. Microsoft's acquisition of field service software company Field One in June was followed in July by the sale of ClickSoftware Technologies to a private investment group, preceded by Oracle’s acquisition of TOA in 2014.

Why the scramble to acquire field service expertise? Well, there seem to be a number of drivers for this round of vendor consolidation, including a seismic shift in the corporate mindset that is seeing service operations transformed from cost centres where the focus is on greater internal efficiencies to one where the KPIs are all about delivering top-in-class customer experience to grow recurring revenue streams. Field service is no longer a silo, but an important cog in the growth of next-generation customer-focused business processes.

Another driver is the relentless advance of cloud computing and cloud platforms for both traditional business activities and mobile operations. The cloud is a great enabler of real-time communications with field workers. Currently, acceptance may be more advanced in North America, but European service organisations are catching up. Service, after all, is now a global business, and Cloud platforms can deliver much of the technology required to lift customer service to that higher level.

Finally, as their existing customer base matures, the large ERP vendors are seeking new revenue opportunities. “Larger ERP vendors are waking up to the vast potential of the global field service market. There are over 20 million field engineers deployed worldwide - that's a significant market opportunity,” points out Neil Lewis, EMEA Sales Consulting Director, ServiceMax.

 

Lewis likens consolidation in the field service marketplace to a few years ago when ERP vendors acquired companies with expertise in marketing and social media. "Now they are looking for companies with expertise in field service.”

For Rue Dilhe, Managing Director of Exel Computer Systems, consolidation in field service is inevitable. “There are restricted  opportunities for the large ERP vendors to sell new systems in manufacturing. The maturing market has already led to consolidation among ERP vendors. Those that are left are now looking at integrating field service into their systems, a process Exel's development team achieved back in 2008. ”

Neither of these field service specialists view the entry of the large ERP vendors into field service as a threat, more of a recognition that the sector is both maturing and set for a period of high growth. Both are also confident that their experience and understanding of service organisations' processes and requirements and ability to offer end-to-end solutions is what matters to their customers.

Integration issues

For service operations to be a revenue earner requires easy integration between systems, points out Dilhe. “Having been in business for 30 years, first in ERP then in field service, at Exel we know how important integration of processes and the latest technology is if our customers are going to deliver the best possible service to their customers.”

Companies which have a manufacturing division and a service arm want them to work together in future, acknowledges Dilhe. “However, while the need for removal of data silos and real-time connection with field workers are driving demand for greater integration between ERP and field service systems, it is not necessarily as straightforward as might first appear for those vendors looking to integrate products through consolidation."

For Exel, ERP and field service can be provided as a truly "fully integrated" single solution as both have been developed together in-house," he points out. "Those looking to integrated two previously disparate solutions will certainly have their work cut out for them. It’s one reason some companies have run field service software outside of their ERP system, he points out. “Updating and integrating field service software into ERP may not be easy, and implementing on-premise ERP into a mobile field service environment can also be a fraught process. You have to a clear understanding of processes, data flows and so on.”

While large ERP vendors do have some mobility solutions, they may not have a solution that meets the demands of field service organisations or one that can be deployed on a global scale,” says Lewis. “Some will build mobility platforms on ERP software. However this may not deliver the end-to-end solution offered by vendors such as ServiceMax, a pure play company focused on cloud-based, end-to-end field service management solutions since 2007."

 

"Large vendors have to manage multiple products and technical stacks,” points out Lewis, which may make them slower to respond to changing customer requirements, new technical developments and changing business landscapes and demands.

What next

The latest consolidation is the acquisition by Microsoft of FieldOne. Some field service companies will already be familiar with Microsoft Dynamics CRM, but until now it has had little integrated field service support: software has had to be acquired from a Microsoft software partner, one of which was Field One.

Analysts at Gartner believe the deal as a shrewd acquisition choice, and will add add a strong set of integrated field service capabilities to Dynamics CRM, including work order management, scheduling and contract management. FieldOne’s Sky solution is already built on the Dynamics platform, it points out, easing potential integration issues.

Concerns flagged up by Gartner include whether Microsoft will continue to support multiple device OS including Android and iOS and potential channel conflict with independent field service software vendors who are already in the Microsoft ecosystem.

For Oracle, the appeal of its acquisition of TOA Technologies, the US-based provider of cloud-based field service solutions, would seem to be that it  expands the ability to provide end-to-end customer service solutions into field service operations, providing visibility throughout the customer relationship lifecycle. TOA's field service suite has been incorporated in the Oracle’s Service Cloud online platform.

The future for ClickSoftware  is also seen as part of a larger business suite, following  its acquisition by Francisco Partners Management in July when it became a private company. Gartner believes that once is cloud platform is fully developed, ClickSoftware will be sold on  to a company with a business application suite with weaknesses in field service management.  "The business application suite vendor that ends up without a leading field service optimization capability will be the eventual loser in this scenario, as it will need to buy a second-tier product or develop its own."

 

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In this the second instalment of our on going series looking at some of the key insight delivered in Advanced Field Service’s Management Handbook 2016 we take a look at one of the most important areas of any field service operation… scheduling.  

You are also able to download the full 40 page ebook for free by simply clicking here and completing the brief registration form

Scheduling your field engineers is undoubtedly one of a service managers core key performance indicators (KPIs), central to business profitability, and a key target on which you and your staff are measured.

Get it right and you increase the chances of business success. Get it wrong and the consequences can be disastrous, with resources overstretched or your engineers and technicians ‘sitting on the bench’ waiting for the call. There are multiple factors to consider when getting the right scheduling solution for your organisation, such as...

What type of call are you doing?

Is your engineer being sent out as an urgent response to fix a breakdown in an emergency or are they preforming routine planned maintenance? And what type of service do your engineers deliver when they are on site? Is it your strategy to just fix the immediate problem before moving swiftly onto the next customer, trying to get as many jobs in per day as possible?

Or does your company take the viewpoint that a more sensible approach is to have your engineers go above and beyond when on site, so your engineer will take their time to make sure all potential problems are addressed in order to reduce the chances of another call-out in the near future? Finally what about your business model? Do you work on a pay per call basis or does the customer have a warranty, a service contract or a rental agreement?

What is your routing allocation model?

How can you ensure engineer days are utilised with maximum efficiency? Do you split your engineers into specific geographic regions? What about routing and tracking tools to help your engineers get from one job to the next? And what type of scheduling tools are you using – dynamic, assisted, none at all? Is this right for your business or should you be exploring scheduling options in greater detail?

Can you categorise the calls you do to plan the day effectively?

How do you optimise the number of calls per day your team is able to handle effectively? Also how do you balance the workload amongst your engineers? What considerations do you put in place to ensure you are getting this balance right? How should you be dividing your teams into large site service jobs? Is it better to concentrate on multi-location quick fixes or is a mix and match approach a better fit with your company and your team?

What about where in the week you try to place your planned maintenance work? Is it better to show a bias towards the latter half of the week to free up capacity for a start of week breakdown rush or is it more sensible to have an even spread across the week so you don’t face the possibility of preventative maintenance being continuously pushed back to accommodate emergency calls?

What is your skills/parts allocation model?

Of course it’s not just a case of getting an engineer to the job, we need to be getting the right engineer to the job. How easy is it for your team to dispatch jobs based on the engineers skill-set and knowledge base? Of course this is a two way street – do you know what skills each job requires and do you know what engineers have what skills?

How easy is it to access that information? Do you have systems in place to manage this or does your call centre team have to know all about your products and your engineers’ individual capabilities? What about building your engineers skill sets up - can you train all your engineers to do everything, and then keep them up to date? Is it plausible to do so? Or would it be more sensible to have area experts, specialists in certain maintenance and repairs? Is there a risk of over-utilising sought after individuals if you take this approach?

Do you understand the site access profile?

Finally what about the access your field service engineers will have to your customer’s site? Are the customers’ premises  open on a 24/7 basis, 9 to 5 or appointment only? Again are you relying on staff knowledge to ensure you don’t dispatch a field service engineer out to the job when he can’t get access or do you have automated systems in place to help avoid this?

All of these questions are key to helping you build up an understanding both of how your business is currently approaching scheduling and what changes you can make to get things running ever smoother…

Download the full 40 page ebook The Service Management Handbook 2016 no by clicking this link and completing the brief form.

 

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