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Managers have access to more performance data than ever before but simply don’t know how to use it to drive operational efficiency. Trimble Field Service Management's John Cameron explains...

A high-performance culture is the heartbeat of any successful organisation however managing business performance levels effectively can be challenging.

As the business adage goes, “you can’t manage what you can’t measure” and this has never been truer – especially when it comes to the performance of field service organisations.

A field service operation is extremely dynamic and often unpredictable. Each day, managers are faced with complex issues which require fast action. However lack of real-time visibility into what is actually happening out in the field can result in managers making poor decisions; directly impacting the performance level of their mobile workforce.

In order to develop new strategies which will improve operational decision-making and drive future performance, field service managers must begin to utilise instant and accurate information about key trends occurring in the field. Real-time data about why a service window wasn’t met, how many planned jobs were left incomplete, duration of tasks and which technicians are performing well, can all be used to drive service performance levels. By using in-depth insight, managers are able to effectively transform the way work is planned, allocated, managed, reported and evaluated.

Field service managers have access to more data than ever before. But are they actually using it effectively to measure service levels so they can improve operational performance? The simple answer is no. Often field service managers view big data as simply too big or too fast to manage and analyse. They have large quantities of data but simply don’t know what it means or how to use it to help manage performance.

Fortunately, advancements in performance management analytics technology are taking the complexity out of big data analysis. By providing greater visibility and enhanced analytics capabilities, the technology helps field service managers monitor the productivity of their operations while at the same time analysing key trends in order to optimise the way they operate.

Based on actual location data, technology can generate and customise digestible reports that showcase the key measures including quality of service, statistics for individual workers, actual tasks completed against the total time of the working day, actual against estimated task duration, total tasks completed, total fuel usage and distance travelled.

By adopting performance management analytics technology, the field service manager is able to quickly identify what is preventing their workforce from completing more jobs. Managers can look at regions, teams and even individual workers by job type and performance to gain insight into how to improve the utilisation and productivity of their staff.

Aberdeen Group, a leading analyst firm, has found that best-in-class companies were more than 35 per cent more likely to use workforce management solutions such as performance management tools to optimise resources and workforce processes. Aberdeen Group says laggards need to act now and start to automate the management of their workforce in order to catch up with the efficiency and enhanced response times of best-in-class companies.

 

Driving productivity and performance has been on the top of boardroom agendas for years and this is still certainly the case in the field service industry. A recent survey by the Service Council, a research and advisory company, reaffirms this fact with the study finding performance management and visibility continue to top the list of key business concerns.

Reassuringly, developments in technology have meant that businesses now have a way of addressing these concerns directly. Managers can collect, analyse and report operational performance based on data they can trust and generate real value from the information to make educated decisions that positively impact their businesses bottom line.

This increased insight also means that not only are field service managers provided with the ability to constantly learn from day-to-day experiences, but all the relevant stakeholders across different business units have the salient information they need to manage the daily performance of the organisation. Such performance analysis can also help feed into strategic business planning on targets, budgets and resourcing.

Knowing what is happening in the field and having the ability to measure its effectiveness is crucial to delivering higher levels of service excellence. As a result, business leaders need to start exploring new and cost-effective ways to manage and optimise the performance of their workforce. Investment in technology is the first logical step. Technology has the power to place the right information in the right hands to ensure the right decisions are made which will ultimately foster a high-performance culture that guarantees short- and long-term business success.

Colin Brown, Managing Director, Tesseract takes a look at the difference between functionality and technology and why technologies must learn to adapt and evolve if they are to continue to thrive...

In all product development, especially where technology is involved, there is always a compromise between functionality and technology. And once a product has been developed, this compromise is even more apparent; the technology moves on but the product becomes frozen in time.

This can be seen with consumer household appliances, like televisions and radios, reducing their power usage, becoming smaller, lighter and even internet enabled. Cars, which are now more fuel efficient and have built-in wifi, are another good example.

Companies are forced to upgrade their products to use the latest technology at great expense or they will be left behind and commercially restricted. Here are some prime examples:

[unordered_list style ="bullet"]

• Kodak refused to move to a new technology, digital, which enabled pictures to be moved and edited electronically. They had made all their money from traditional film and could not come up with a digital plan.
• Word Perfect, the green screen word processor who did not move to windows until it was too late, allowing Microsoft Word to become the new standard for word processing software. With Word for Windows, true character sets could be displayed, black font on white background, on a PC using the new graphical user interface (gui), something Word Perfect using Dos found impossible. The new Windows GUI was pixel based and not character based so the display possibilities were infinite.
• Microsoft has stuck to Windows and Office being client based software (which makes most of Microsoft's profit) as opposed to web/browser based (almost a Kodak moment). Although, at last, they have released an iPad version of the Office suite.[/unordered_list]

These are just a few examples of technology that is in market demand overtaking product functionality. All of these examples are from companies who invented their products, were ground breaking at their inception but became frozen in time.

It is understandably hard for companies to keep pace with technology. Key personnel, including decision makers, feel comfortable with their existing product. They may have been involved in its creation, and have no understanding or intention of moving out of their comfort zone. I think Nokia and Blackberry are notable candidates;

Nokia at one time had over 70% of the world market of mobile phones, mainly due to their "easy to use" character based operating system and Blackberry was the business choice with its secure push email technology but both were overtaken by the Apple iPhone. Why? Because of its "easy to use GUI" (ring any bells?) and push email technology became widely available.

Companies/people seem to think that their importance is the functionality. At Tesseract, when we moved from green screen dos to windows, and used a different programming language, all of my developers left over a 6 month period.

Despite the fact they went on training courses for the new language. They must have felt their value was in their knowledge of the programming language or the existing technology rather than their knowledge of service management.

 

Life at the top is short lived. Sony, after setting the world alight with the walkman, have now become a dinosaur and are downsizing, even closing down their TV business. IBM, once the giant of the IT world and the size of their 6 nearest competitors combined, are no longer so significant...and it looks like Microsoft will follow.

Aside from companies not being willing to leave their comfort zone, another reason for not embracing technology is financial. They have honed their production, manufacturing and licensing and know the market very well.

Their business is a well oiled machine that produces results that can be forecasted to their shareholders (those bad guys). Moving to new technology is an expense risk so why bother? Just glue on some new bits onto the old product to make it look good. The problem is that when technology moves on, by the time it impacts on your business then it is already too late. The only answer is to buy one of the new guys.

The last pertinent reason for not moving with technology is a fear of failure. When a company first developed their product, they were brave in a brave new world and had nothing to lose. They fought their way to the top, beat the opposition and became very successful. Doing that a second time is very scary, they have a lot to lose. They are used to being number one and by moving to a new technology, they will have to fight with new guys on the block to regain that top position. It seems unnecessary when the business appears to be doing ok for the moment.

Apple has been rather smart in re-inventing themselves, effectively moving sideways. Although their products are technology-led, their breadth is quite amazing, each product built upon the previous. They are a modern day Sony, coming up with a new portable music device, the iPod, an accompanying online shop, a user friendly phone and a modern tablet. Although now with the loss of Steve Jobs, things have slowed down.

It does appear that in most cases, new technology is customer driven but not customer demanded, customers really don’t know what they want! They can advise on product evolution(focus groups, surveys etc.) but not revolution, digital cameras & iPhones are prime examples. New technology means a leap forward, an act of faith.

So this implies that product and service companies need to have young bright people who will either try to develop products or services to compete with their company’s current portfolio or look out there for badly executed products or services that can be improved on. Both of these processes must be continued infinitem.

In part one of this exclusive interview we looked at Martin Summerhayes extraordinary career to date. Now in the concluding part Fujitsu's Head of Business Development talks about what drives him forward...  

Focussing on his current role again the passion for consistently delivering and improving the service he and his team deliver to their clients is undeniable when questioned on what he takes pride in and what frustrates him on a day-to-day basis.

“The thing that makes me go home smiling at the end of the day is delivering great service to customers, and what makes me tear my hair out is the politics that you have in any organisation big or small” he comments before adding “what can make me really frustrated is speed, the inability of people and organisations to change when markets and situations change”

It is in these frustrations that another layer of what makes Summerhayes tick is perhaps revealed. Whilst he is certainly approachable, he is clearly exceptionally quick when it comes to assessing and understanding the markets he operates in and comes across as a man that perhaps has to sometimes wait for others to catch up to his way of thinking. This could require a great deal of patience, or result in a great deal of frustration. More than likely there is probably a healthy portion of both.

Indeed his standards are set exceptionally high. Looking at what defines exceptional service he explains “It is when you delight your customers. Not when you meet their expectations, not when you exceed their expectations, it’s when you delight them. When your customer becomes the best advocate there is for your business and services”

These are the standards that Summerhayes expects as a consumer and these are the standards that he demands his team at Fujitsu strive for also.

A key to such service excellence he explains is to make customer interaction as smooth and simple as possible.

 “One thing that absolutely drives me nuts” he begins “is when a company makes me as the customer deal with their own organisational complexity. One of the things we got wrong at HP was we had three divisions at one stage, a hardware division, a software division and a warranty division. We mirrored that in the way we spoke to the customer.”

 

“We copied that structure right into the IDR, if it is a hardware problem press one etc… and I still see it today in companies. Are they designing from the customer experience in or from the organisational structure out?” He asks with a hint of irritation at how so many major service organisations miss the simple premise of putting the customer at the heart of the business.

“Whether it’s retail, hospitality, the medical profession, whatever we do we put our own organisational complexity in the face of our customers. Now, if you are a great company, an exceptional company, if you are there to delight your customers, you don’t do that.” He continues.

So how do we go about building our business to delight our customers? Do we need to look at our processes, our corporate culture or the technology that we use to deliver? Is it a blend of all three to get things right?

Summerhayes explains “The premise starts with thinking of the customer at the heart of everything. It starts with that. You have then got to put in place the culture, then the supporting processes and then finally the technology”

“You can’t turn around and say the technology will solve the problem. The technology is a reflection of your key business processes, your business processes are a reflection of your organisational construct, and your organisational construct drives your culture.”

Of course the importance of getting culture right first is a conversation that has been held many times before, and something we have explored in many an article on fieldservicenews.com yet it remains something that many companies end up getting wrong, and when they do so they can end up in a viscous circle with software that is either out-dated or worse that was never fit for purpose in the first place.

“Lets go right the way back to the point here” Summerhayes states “your engineer, the way he talks, the way he acts, the way he delivers the service is all a reflection of the culture of the organisation, the business processes that he has to follow and then the IT that enables him to do his job.”

With the trusted advisor status that the field engineer has, and his position on the frontline being one of your most powerful points of customer contact it is of course essential that he is as well prepared to succeed as is possible. Especially given that his success will be a direct reflection on your brand both in the short and long term.

As Summerhayes concludes ”having the customer at the heart of what you are doing is key because at the end of the day it is a service industry, you are there to serve”

Given his track record I’d suggest that taking Martin Summerhayes’ advice on this and focussing your service business from a ‘customer in’ perspective is very much the right thing to do.

Resource Type: White Paper
Title: Resource: 21st Century Field Service: The impact of the Internet of Things on Field Service
About: In our latest white paper 21^st Century field service: The impact of the Internet of Things, we look at how once again technology will reshape the way field service operates. The following is compiled from extracts of that white paper
Download: Download the white paper by clicking here    

We are living in the most exciting of times:

In the first decade of the twenty first century we saw technology change the way that field service operates.

When GPS arrived in the mid nineties devices such as TomTom’s GO & Garmin’s Street Pilot Range soon became commonplace and today just 5% of companies see routing software as an urgent purchase simply because the market has reached saturation.

The options for mapping software come in a number of options from one of which being on yet another device that has had a huge impact on field service technology – the smart phone.

The purpose of this brief jog along memory lane?

Just try and think of how your field engineers could function without either of these technologies today? Sure they got by, but these tools, along with a number of other breakthroughs made field service that much more efficient.

Thinking of how we worked in the early nineties seems like stepping back into the dark ages. Yet, the technological advances of the twenty first century and are set to be completely eclipsed as the evolution of field service moves ever onward.

In many experts eyes the biggest of these advances is the Internet of Things (IoT)

The benefits of IoT are clearly defined and tangible to field service, and whilst the concepts may seem futuristic in reality in many of the elements of IoT can be harnessed already using existing technologies.

Internet of Things 101

The term Internet of Things was first coined some 15 years ago having been proposed by British technology pioneer Kevin Ashton and largely does what it says on the tin. In a famous article for RFID Journal Ashcroft outlined the concept explaining:

“If we had computers that knew everything there was to know about things—using data they gathered without any help from us—we would be able to track and count everything, and greatly reduce waste, loss and cost.”

 The idea itself is fairly simple. If we give the ordinary items that surround us the ability to essentially communicate with the world without the need for human input, the world would run just that much smoother.

 

With RFID (Radio Frequency Identification) essentially the ability has existed for a while for such data transfer although other tracking technologies such as NFC (near field communications) digital watermarking, low powered Bluetooth, QR codes and their humbler, older cousin the barcode can also provide the same solution.

The Internet of Things in the consumer realm

In the past it was often enterprise level technology that led to a consumer counterpart, in the twenty first century we are beginning to see something of a reversal of that trend and in the world of IoT we are once again seeing this to perhaps be the case.

Major consumer grade electronics developers have entered the race to conquer the emerging ‘smart-home’ market this year with Samsung, Apple and Google all being connected with the increasing M&A activities in the ‘smart-home technology’ sector across recent times.

So with a competitive market place opening up it seems the futuristic smart home, one of the most tangible elements of IoT, could be with us much sooner than we think.

Now this is all well and good but what does it mean for field service?

Internet of Things and Field Service

There are obvious benefits for field service in a world where all of our household devices and business appliances are smart and able to communicate when their own parts are beginning to deteriorate or faults are beginning to appear.

This leads to proactive preventative maintenance, which will in turn see first time fix rates soar. Such solutions could also see the lines between product sales and service sales potentially blurring, as service becomes an intrinsic, built in function of all devices in the future.

Rolls Royce’s Power by the Hour:

However, this isn’t a necessarily new concept. A great example of such an approach is the way in which Rolls Royce pioneered their ‘Power by the Hour’ service solution. The British firm actually first coined the phrase way back in the 1960’s and the concept is essentially a simple one.

Their customers pay for the engines that power their aircraft measured by the time that the planes are actually in flight.

In practice this is a complex and sophisticated blend of contract that incorporates service and product seamlessly and today uses the latest technology available including Big Data and Machine to Machine (M2M) diagnostics to allow Rolls Royce to proactively monitor the status of each and every engine they have in operation and to be able to undertake proactive maintenance when and where required.

Essentially achieving everything that IoT based field service solutions promise to deliver.

Costa Coffee: Saving twenty first century offices from mediocre coffee

Another British company that are using the tools of the twenty first century is Whitbread’s Costa Coffee Chain, the second largest in the world and who recently announced the launch of their digital baristas.

Vending machines with IoT capabilities that can collate and interpret data that can be utilised both in service and sales.

Such an intelligent machine again offers many field service benefits like being able to predict when it needs maintenance, what the likely faults are, even what type of priority level it should be attributed given its predicted sales revenue.

The revolution is upon us...

Preparing for the IoT revolution is not a question of why, but more a question of when and as our white paper reveals the early stages of IoT adoption in field service are already underway, so surely the when needs to be now.

Download the white paper to find out more by clicking this link and completing the brief registration form.

City West Works was established as a subsidiary of City West Housing Trust in April 2013 and carries out maintenance works on the housing association’s 14,600 homes across West Salford.

In its first year, the City West Works carried out almost 50,000 repairs jobs and answered more than 150,000 calls in its service centre.

The challenge

City West Works has a range of tradesman from roofers to electricians working in their team, all playing key roles in maintaining strong customer relations and working to improve customer homes. With many tradesmen on the road daily, City West Works needed a solution that could not only track their location but help reduce CO2 emissions and rising fuel costs.

The solution

Masternaut offered City West Works a solution that could provide benefits above and beyond simple vehicle tracking. Masternaut’s solution can monitor for poor driving habits through a points system where drivers are scored against vehicle economy and driving behaviour, alerting them to any bad manoeuvres they make.

Co-ordination challenges were also minimised with at-a-glance visibility of vehicle whereabouts at any given time.

The outcome

Since implementing Masternaut’s solution, City West Works has seen economical improvements in employee driving habits.  The solution has been installed across 105 of City West Works’ vehicles, with a plan to extend the contract for another two years.

Managers receive weekly email reports that accurately monitor and record the behaviour of their drivers and determine those who are exhibiting the best driving performance. Poor driving habits such as harsh; cornering, breaking, acceleration and speeding are all measured and put forward in these reports. Managers can then approach drivers performing poorly and discuss ways of improving their driving with guidance from Masternaut. These reports not only helped the managers gain a good overview of their team’s driver behaviour but also aided with their KPIs.

The Masternaut solution also provides an additional HR benefit with managers being able to remotely monitor their employees’ location in real time therefore providing added security. The solution can also help provide evidence against claims where customers state a tradesman has not turned up to a job.

Commenting on the results John Ashworth, Facilities Officer at City West Works said:

“Cutting down CO2 emissions and reducing fuel costs have been high priorities for us. We’ve saved just short of £17,000 in fuel alone and reduced CO2 emissions by 40.6 tonnes thanks to Masternaut’s solution. The reports Masternaut provide us with allows managers to see how drivers are wasting fuel and put a stop to this. Since April last year we have also started receiving a second report from Masternaut on a month to month basis showing how much fuel and Co2 savings we have made.

We chose Masternaut following a full process and when compared against competitors, Masternaut was the overall better choice against other tenders.” 

 

Our third research project of the year is looking at basic field service standards. Kris Oldland, Editor of Field Service News explains why this is our focus. To enter the survey and enter the prize draw to win one of three £50 Amazon vouchers click here.

If you were to strip field service management down to it’s very most basic components the aims are essentially as simple as get the field service engineer to the right address at the time you’ve committed to, ensure that that field service engineer is the right man (or woman) for the job, and then make sure they have the tools to complete the job and the necessary administration as quickly as possible.

It’s as simple as that right?

As we all know whilst these may be the basic aims of service companies across the globe, the reality is that even achieving these simple tasks can prove challenging. Even if you think you have everything in hand, the odds are that someone somewhere is doing it more efficiently, with lower overheads and much greater productivity margins.

One of the great things about field service is that fundamentally people sit at the heart of our industry on both the customer and business side. Companies live and die by the quality of the service they deliver and there is no greater opportunity to entrench the customer relationship than through face-to-face interaction.

This gives field service companies a huge opportunity when it comes to cementing relationships, establishing on-going business and even seeking out new sales opportunities within an organisation.

However, all of these benefits can just as quickly become risks if your service standards fall below expectations. In today’s world information on you and your competitors is both quick and easy to find and everyone has an instant and far reaching voice via social media.

 

If your service standards fall below the expected norms your disgruntled customers can see how your competitors compare just as quickly as they can warn any prospective customers of then bad experience they’ve just had with you.

Getting it wrong today can be an incredibly costly mistake.

However, if we return to the three aims mentioned at the beginning, these core tenets of basic service standards, then there really is very little excuse in 2014 for not getting them right.

Field Service Management Software has become an increasingly competitive niche, which has resulted in constant product improvements against a backdrop of competitive pricing. Especially since the emergence of SaaS systems with easily managed monthly subscription models, highly sophisticated software solutions that can incorporate scheduling, job management, mobile apps and much more and now readily available even to the smallest of companies.

So surely most companies are getting these basics right?

We wanted to a put a definite answer on this and so we have put together a brief survey to find out what tools companies are using to get their engineers to the right jobs on time, what are the common challenges and how useful do the engineers themselves find the tools they are provided with as well.

The survey itself will take you less than two minutes to complete and is open to all field service professionals.

Everybody that responds will also receive a copy of an exclusive white paper  based on the survey results as well as being entered into a prize draw to win one of three £50 Amazon vouchers provided kindly by TomTom Telematics, our sponsor on this research project

Not bad for two minutes of your time eh?

Enter the survey now by clicking this link

As part of the analysis of our research project looking at the types of field service software being used today we have created this infographic to give you some of the key findings at a glance.

 

 

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

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

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

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

 

 

 

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

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

Giles Margerison, TomTom Telematics’ Director UK & Ireland, considers how field service firms can best organise their resources to cope with the holiday season.

The arrival of summer usually receives a warm welcome on these shores but that's not to say it's without its challenges.

Field service companies, in particular, face the often taxing issue of ensuring service levels don't drop below expected standards during a period of resource instability.

The need for smart planning to cope with staff holidays is made ever more pressing by the continued growth of the service sector, as economic recovery keeps gathering pace, and the shift from a transactional to a relationship economy.

Customers expect higher standards of customer service and expertise from field workers than perhaps ever before and those companies capable of meeting this demand will be best equipped to thrive in an increasingly competitive marketplace.

Data as the foundation for good planning

Of course, good service delivery relies upon effective planning. On a basic level this means coordinating holidays with expected workloads to ensure staffing and skills levels remain sufficient through the summer period.

But there is a need for organisations to become ever more sophisticated in order to cope with the changing face of the UK economy and this is where 'big data' can help.

Armed with the appropriate data, it is possible for field service companies to work out how many jobs their staff are able to attend in a day, accounting for factors such as time spent on the road journeying between jobs.

For example, using routing and scheduling software integrated with real-time data from telematics allows working schedules to be optimised, planning each mobile worker's day to ensure they spend as little time as possible out on the road.

Once work schedules are finalised, the details can be sent to each worker's in-cab navigation device, with navigation automatically loaded to send them along the quickest route, taking into account the effect of traffic flow, roundabouts, traffic lights and other obstacles.

Shifting scheduling from static to dynamic

Variables such as traffic or the emergence or unexpected, urgent call-outs can throw a spanner in the works, hence the need for  dynamic methods of planning.

Rather than setting workflow schedules in stone at the start of each day, field service organisations might be better served by planning on the fly with real-time information in order to make better use of resources and ensure the absence of staff isn't felt.

As such, telematics systems are able to make use of live traffic information to provide accurate times of arrival. If a worker gets held up severely by traffic or a delay in their previous job, the next most appropriate colleague can be dispatched in their place, or at the very least customer expectations can be managed.

Similarly, in the case of emergency call-outs, the system will automatically allocate the best-placed person to take the job, according to the time it will take them to arrive on site, rather than merely distance.

Dynamic schedules can also be tailored to complete both high-priority call-outs and low-priority, scheduled appointments in the most efficient manner. For example, if a worker is called to an urgent job on the same street where a regular visit is planned for later in the week, it often makes sense to complete both jobs at once, reducing the number of man hours wasted.

There's an app for that

Such dynamic scheduling takes into account staffing levels, availability and a host of other factors to ensure the available resources are most efficiently used but doesn't necessarily address any skills shortage that might occur when temporary staff are drafted in during the summer months to help service demand.

However, you’ll be pleased to know ‘there's an app for that'. The remarkable acceleration in the development of business technology means mobile workers can now benefit from a number of applications designed specifically to take advantage of logging workflow and process on one device, which makes their lives easier.

These apps, for example, allow the driver to conduct daily vehicle checks on their driver terminal or tablet device, ticking off each element on a pre-defined list before the details are sent automatically to the office for their records.

Once this is completed, the driver's workflow can be automatically loaded to their device, with navigation queued up for each job as necessary.

Upon arrival at a site, the worker will automatically be sent full details of the job along with any manuals that are required, ensuring they have the requisite knowledge at their fingertips.

There is such a range of technological solutions now available that companies can ensure whatever system is implemented will be tailored to the precise needs of the organisation, the industry and the customer.

End-to-end business systems, which build a seamless link between field and back office, remove the element of uncertainly that might have previously surrounded summer staffing and allow field service companies to deliver year-round, uninterrupted, first-class service.