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Kris Oldland, Editor-in-Chief, Field Service News talks to New York Times and Wall St Journal bestseller, international speaker and all-around customer service guru Shep Hyken about six important steps companies must embrace if they are to deliver service excellence...

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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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Ensuring your field service engineers are best positioned to deliver a first-time fix becomes a moot point unless you have an efficient service supply chain.

Claudine Mosseri, General Manager, Field Services, ByBox outlines the benefits of outsourcing this critical function...

Running an effective supply chain can seem like a necessary evil for many businesses.

With multiple touchpoints and high margins for error, supply chain management requires a comprehensive and considered approach.

Running an effective supply chain can seem like a necessary evil for many businesses.After all, being unable to successfully deliver goods to customers is detrimental to both service and reputation. For many companies, a solution to the supply chain conundrum is to outsource the operation – either in its entirety or in parts – leaving them to focus on the day-to-day running of their operation and growing their business.

Supply chain collaboration goes beyond transactional relationships in warehouse management and transportation to encompass value-added processes, such as demand planning, configuration and returns management. At ByBox, we have made significant investments into effective parts management and increasing stock visibility.

Our approach is to move the data, not the part.

What does this mean?

It enables us to take a holistic view of where all spare parts are, whether they are with an engineer, in a warehouse or stock holding facility, or in a secure location such as a locker bank. This view of the supply chain provides customers with new ways of getting an item from A to B.

Establishing a dramatic improvement in inventory visibility is at the heart of next-generation supply chain methods.Establishing a dramatic improvement in inventory visibility is at the heart of next-generation supply chain methods. Historically, pallets of parts have been moved blindly through distribution networks, only to be moved somewhere else the following day. Our approach exposes that data, helping customers make informed management decisions.

All movements can be traced in real-time online to see at precisely what stage of the supply chain a customers’ part is located. As a result, businesses spend less money on same-day transport and unnecessary stock holding.

Modern logistics is constantly moving forward, with businesses trying to stay on top of the latest trends and technologies while satisfying customers. Re-evaluating supply chain partners can help businesses to speed up service, improve customer experience and review costs.

There are additional reasons for reviewing visibility within a supply chain:

1. Increased Efficiency:

Working with a partner that understands the need for efficiency can help you increase it within the business. By exposing real-time data and full visibility of stock movements, your technicians always know what parts are available for collection.

Visibility in a supply chain not only reduces stock loss but also provides clarity over what jobs can be completed.

2. Saves Time and Money:

When you outsource to an external partner, you can save a great deal of time and money by cutting down on wasted stock. Finding suitable space to store your products, a means for transporting them, and qualified staff to carry out the dispatch process can quickly add up.

Outsourced providers can leverage economies of scale, and scope, to provide compelling value-added services.

3. Consultancy:

Exploring more effective ways to manage and improve the supply chain could take up a great deal of time.

The same goes for hiring a team of staff and providing them with necessary training. Working with a business that invests in spare part visibility can provide you with the information needed to reduce stockholding, while also increasing efficiencies and SLA performance.

4. Scalability and Flexibility:

Outsourcing some of your supply chain management needs can lead to more flexibility to scale up or down, accommodating your current, and future, business requirements. As your business needs change, you’ll need to be able to adapt accordingly.

Not having enough space, manpower, or transportation could prove detrimental to your business.

By working with an outsourced company, you have access to their knowledge and resources, which means expert help in developing a more extensive and appropriate infrastructure.

5. Adapt to Customer Demand:

Customers now demand 100% uptime of technology in the field and are intolerant of failure. To achieve this, businesses are required to get vital spare parts to field engineers as quickly as possible. At ByBox, we don’t believe this should come at a higher cost, which is why we don’t rely on same-day deliveries.

Our unique technology is paired with app activated locker collection, so engineers can access parts delivered overnight, whenever they need them.

Outsourcing your field service supply chain, focusing on stock management and visibility can mean you’re better equipped to cope with changing business requirementsIn conclusion, outsourcing your field service supply chain, focusing on stock management and visibility can mean you’re better equipped to cope with changing business requirements, shifts in customer demands and changing market conditions.

Using a supplier that offers full visibility and flexible solutions - such as locker delivery - can reduce cost on stock, transportation and overheads. It’s not just about reductions, the right partner can also increase efficiency and customer satisfaction, adding value to your business and reducing the bottom line.

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Our Hands-On review series returns as we continue to evaluate the best mobile technology designed with the field service engineer in mind. In the first review of 2018, we’ve got our hands on Janam’s XT100 - the stablemate of the XT2 which we found to be an excellent unit when we reviewed it back in September 2016...

The launch of Janam’s new rugged mobile computer the XT100 looks set to continue on the path that the company began walking along when they launched the XT1, which introduced a more modern form factor to their product line up.

When Field Service News reviewed the XT2 back in September 2016 we concluded that “all in all the XT2 is a fantastic option for any field service technician, it is a lightweight device and the programmable buttons could greatly improve work-flow in some areas. However, the XT2 is especially suited for those field technicians working in an environment where a fully rugged device becomes essential.”

So 18 months on how does the latest iteration of the XT range shape up?

What the manufacturers say:

Power. Performance. Price Advantage.

While smartphones have grown more popular in the enterprise, organizations still struggle with their poor fit and high failure rates when deployed in demanding work environments. Today’s mobile worker requires a rugged, purpose-built device that is capable of reliably and securely running line-of-business applications in the palm of the hand.

Eliminating the pitfalls and hidden costs associated with deploying consumer-grade devices in the enterprise, Janam’s XT100 rugged touch computer delivers the best of both business and personal. With more features and functionality than any other device in its class, the XT100 delivers the latest technological advances to organizations of all sizes at an extremely attractive price point.

First impressions:

As alluded to above when we last reviewed a device from Janam we were indeed highly impressed.

The XT2 had built upon the solid foundation that Janam held in their other rugged mobile computing ranges (notably the XM and XP ranges) by introducing a device with high-end specs both in terms of its ruggedity and its processing power that was housed in a form factor which adopted much of the feel of a consumer device.

Janam were by no means the first rugged manufacturer to follow this route with Getac, Panasonic, and Xplore amongst others, all following the trend of producing devices that blurred the lines between rugged and consumer – certainly from an aesthetic perspective at least. Indeed, there are strong arguments behind the reasoning for this shift, which in the main centre around an uptake in adoption rates amongst engineers when the devices they use in their working lies are similar to those that they use in their day-to-day consumer lives.

That said, with such a trend emerging amongst rugged manufacturers the need for Janam (or any of their peers) to ensure that their new range didn’t just look and feel good, but that they also maintained their credentials both in terms of the rugged value of the device as well as it’s potential use within an enterprise sector that values long battery life, high performance and perhaps most important of all reliability in mobile computing devices, was of huge importance.

This was very much in our thoughts when we reviewed the XT2, and the device passed all of our benchmarks with flying colours and on initial glance the XT100 acts and feels very much in a similar vein.

For a rugged device the XT100 is light. Really light.The XT100 does have a smaller and lighter footprint than its stablemate (which itself was able to boast of being lightest in its class when we reviewed it at launch.)

Janam appear to prefer to avoid comparing their devices with smartphones, referring to the XT range as the rugged touch computers, so they may not thank me for this, but in terms of the device in hand, the difference between the XT2 and the XT100 is most easily described as the difference between a phablet such as the Galaxy Note or iPhone Plus compared to a regular sized smartphone - with the XT100 falling into the latter bracket.

For a rugged device the XT100 is light. Really light.

At just 7.5 ounces (213 grams) the XT100 is lighter than both the Gen2Wave RT1600 and the Ruggex Rhino 3 (despite having a bigger screen than the latter as well). The profile of the phone is certainly chunkier than a regular consumer device of course, which is largely due to the inclusion of a dedicated barcode scanner but also to mention being sturdy enough to survive multiple 1.2m drops – which we will explore a little later.

Having booted up the device for the first time the device was quick to launch and the menus responsive and quick to access as we would have anticipated based on the performance of the XT2 in the previous review.

So how did the device fare during our hands-on review?

Processing power:

In terms of processing power, the XT100 comes with 1.2 GHz Qualcomm Snapdragon™ 410 quad-core, which is pretty much in the same ballpark as the XT2’s MSM8916 CPU @1.2GHz. In terms of the market for similar devices as to the XT range these offer a fairly standard amount of processing power. It’s certainly true that this is still a wee bit short of devices such as Panasonic’s FZ-N1 (which runs a Qualcomm® MSM8974AB 2.3GHz Quad Core for example) but the XT100 should certainly be powerful enough to cope with the majority of field service related software that might be required for a service engineer’s day-to-day tasks.

The XT100 also comes with 2GB RAM and 16GB ROM as standard, unlike the XT2 where whilst these specs are available they are an upgrade option (from a 1GB/8GB standard option).

Again this sits pretty much in the middle of the pack in terms of similar devices and is definitely suitable for a number of field service applications. Also, as with the XT2 the memory is expandable via a user accessible Micro SD slot with SD and SDHC support – which can become a very useful option for engineers who need to record a lot of data, or even for those who work in offline environments regularly where locally storing asset maintenance information to aid a firsttime fix could be of benefit.

Operating system:

The XT100 is currently running Android 6 (Marshmallow), which is a perfect option for industry, focused devices. Whilst the latest consumer devices are now running Android 8 (Oreo), in a world of enterprise, the need for a robustly road-tested OS is hugely important. Marshmallow is currently the most advanced iteration of the OS that also has the stability required for enterprise-grade computing.

Additionally, there were two important inclusions in the Marshmallow iteration of the Android OS which could provide important benefits for use by field service operatives which were not included within the previous version of Android (Lollipop).

This makes Marshmallow a strong platform for field service organisations where the need for a mobile device to last the duration of a service engineer’s often long working day is essential.The first of these is an improved battery management feature, which utilises two solutions to extend battery life. These are Doze - which automatically puts your phone to sleep when not being used and App Standby which reduces the amount of battery drain form seldom-used apps.

This makes Marshmallow a strong platform for field service organisations where the need for a mobile device to last the duration of a service engineer’s often long working day is essential.

The second development in Marshmallow of interest in the context of the field service engineers is the ability to migrate data and applications to a MicroSD card. As we referenced earlier the XT100 has MicroSD memory expansion options which can be useful for field service engineers working offline or who are required to record a lot of supplementary data, so improving the functionality of file management is another welcome introduction to the Android OS.

In addition to this Marshmallow also remains the most widely used Android OS in the world of consumer devices as well according to the Android developer community website (last updated February 2018) so there is also the added benefit of the interface being likely to be familiar to end users which will also have big benefits on user adoption rates.

The Ins & Outs:

As with the XT2, the XT100 doesn’t have a huge array of physical input options – but this can’t really be avoided in a device of such a size. However, in terms of the physical inputs, the key essentials are all included and there are a number of excellent inclusions in terms of data capture functionality that mark out the XT100 as a well thought out device designed to be fit-for-purpose.

To begin with the basics, there is a 3.5mm headphone jack, which is, of course, is a hugely important inclusion, especially as remote support or engineer to engineer communication, is becoming increasingly common. There is a micro USB 2.0 port, which is there for charging and data syncing although the XT100 is also capable of wireless charging as well.

One of the core USPs and strengths of the whole Janam range is that their devices are designed for the industry and with their end-users workflow in mind.There are also two cameras, which are additionally useful for both data collection and video conferencing. The rear camera is 13MP and the front-facing camera is 4MP – which whilst neither being particularly groundbreaking in terms of resolution, are both absolutely fit for purpose.

However, one of the core USPs and strengths of the whole Janam range is that their devices are designed for the industry and with their end-users workflow in mind.

The XT100 has two additional hard keys (three including the power key), which by default trigger the XT100’s built-in barcode scanner which is the Honeywell N6603 2D Imager – which in our tests responded extremely efficiently and reliably.

Another inclusion which is hugely beneficial specifically for the field service engineer is the inclusion of a NFC/RFID reader (which reads Reads ISO14443 Type A; ISO14443 Type B & ISO15693; MIFARE UltraLight; MIFARE UltraLight C; MIFARE 1k/4k/Plus; MIFARE DESFire;MIFARE DESFire EV1; NFC in the 13.56MHz range). Again, within our tests, we found the XT100 was able to identify and read tags with easily and we had a 100% success rate during our tests of this functionality, finding the reader to have a good sensitivity.

Both of these inclusions are important as amongst other benefits they can allow the field service engineer to easily log spare parts moving in and out of the van – and given that tracking parts inventory remains a considerable challenge for many field service organisations, all solutions that can improve efficiency in this area are of course highly desirable.

Finally, there is a Pogo Connector at the bottom of the device, which can be used for charging within a cradle such as a vehicle dock.

Connectivity:

When it comes to connectivity the XT100 supports the latest 802.11a/b/g/n/d/h/i/k/r/v protocols so accessing strong wi-fi connectivity speeds should be no issue and within our tests, the device was able to reach 50Mbps. The XT100 also supports EDGE/GPRS/GSM, WCDMA and LTE for 4G mobile internet and when tested with a moderate to strong 4G signal the device reached 18Mbps.

As one would expect with a device designed for the enterprise XT100 has robust security protocols (IEEE802.11; WEP; WPA/WPA2; PEAP/MSCHAPv2; EAP-TLS).

The XT100 also features Bluetooth 4.1 so can be paired with additional tools in the field including potentially Android Wear-based smartglasses, a keyboard for data input and of course Bluetooth headphones should the device be utilised for field service engineers receiving remote guidance.

Additionally, the device offers Qualcomm GPS which supports GLONASS so the device offers precise location tracking in the vast majority of locations across the globe, which can be invaluable to the field service organisation with regards to updating asset information as well as the adoption of geo-location functionalities within a field service technician’s workflow.

Ruggedity:

In terms of its ruggedity, the XT100 holds its head high with good rugged credentials albeit slightly less so than its sibling the XT2.

The XT100 is capable of withstanding multiple drops at 1.2m. The device also came with a clear hard plastic case to add additional protection from drops and knocks and survived our own drop testing with no issues.

The XT100’s IP rating is perhaps one area which is ever so slightly disappointing as having delivered the XT2 to an IP67 standard previously, Janam have opted to make the XT100 at the lower rating of IP65.

What this means, in reality, is the XT100 is impervious to dust ingress and largely resistant to water ingress although it is not fully submersible in water as an IP67 device would be. In reality, an IP65 rating should be sufficient for most field service environments although given the XT2’s more robust rating the difference should be noted and taken into account for those companies working in naturally wet environments such as perhaps certain waste management or water-based utilities sectors.

When it comes to operating temperature ranges the XT100 -20 to 60 degrees centigrade – which means that even in the most inhospitable environments the device should function effectively, and in terms of humidity it is non-condensing up to 95%. Finally, the capacitive touchscreen boasts toughened Corning Gorilla Glass 3 to further add to the devices robust credentials.

Battery Life:

In terms of battery life, the XT100 comes with a 3000mAh 3.8v rechargeable Li-ion battery.

After an 8 hour day of reasonable to heavy usage the battery was at 14% so the device should be capable of seeing out most field service engineers working days, especially if the device is placed in an in-vehicle charging cradle in between jobs. However, for those engineers who are required to spend long days in one location, a four-slot battery charger is an optional accessory.

Conclusion:

As with the XT2, the XT100 is, first of all, a fantastic looking device that feels great in hand and is sure to feel instantly familiar for end users.

The fact that it is so lightweight, easily one of the lightest (if not the lightest) rugged devices we’ve reviewed and comfortable in hand means it could easily pass for a consumer device at first glance and the fact that it runs on Android 6 is going to make that familiarity all the more prevalent, which as we’ve discussed above is an important factor in terms of user adoption and potentially a path to quicker return on investment.

For most tasks that a field service engineer would be likely to use on the device, the XT100 should have more than enough power under the hood to be up to the task.Whilst the XT100 doesn’t have quite the same protection against water ingress as the XT2 it should certainly be a rugged and robust enough device for most field service environments, with the possible exception of those engineers who will be working in potentially wet situations where the likelihood is that the device could be dropped and submersed into water.

In terms of processing power, the device is at a reasonable mid-range and performed well within our own tests, responding quickly with multiple apps open and offering strong connectivity to both Wi-Fi and 4G signals.

Whilst it is not at the very highest range of computational power within its category if your engineers are required to use an intensive CPU hungry app then one might question whether such a small form factor would be correct for your engineers anyway. However, for most tasks that a field service engineer would be likely to use on the device, the XT100 should have more than enough power under the hood to be up to the task.

As with other Janam products the XT100 is clearly designed with the end users workflow in mind and the rapid performance and ease of access of both the NFC/RFID readers and the barcode scanner make this a great option for those engineers who are moving a lot of parts stock in and out of the van each day.

By introducing the XT100, Janam have taken the blueprint of excellence that they have established with the XT range as a whole and created one of the smallest rugged devices suited for field service to date.

The XT100 is an excellent addition to the range and certainly worthy of consideration for any field service organisation looking to update the mobile computing options with a sleek, lightweight yet robust device – this holds especially true for organisations that are currently running an older Android solution as the transition should be fairly seamless.

As we’ve alluded to across the article the similarities with the XT2 are as one might expect wide-ranging and the XT2’s slightly better-rugged credentials might still make it the pick for those organisations hose engineers are working in the most testing of environments, but what Janam have done with the introduction of the XT100 is deliver a device of similar standard to the impressive XT2 with an even lighter footprint giving field service companies another excellent additional option to choose from.

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Steve Wellen, CEO of FieldAware outlines the evolution of analytics and how field service organisations are reaping the benefits...

Research into field service management consistently shows that when respondents are asked what they are planning to invest in or are looking to implement, analytic tools, more and more, are being highlighted above other functionality.

No great surprise given that today’s field service operations can rely on many different systems and solutions, all of which generate huge amounts of data. However, being able to organise and analyse data in an effective, simple and reliable way is a major challenge and without the means of turning it into something actionable, many businesses just don’t benefit. So, where are we in the evolution of field service analytics and how are field service organisations making their data work smarter, not harder?

Data, data everywhere

Over the past decade, field service organisations have become overwhelmed by the increasing information coming in from multiple sources and in various formats. As field service has become more and more integrated with other business solutions, (including accounting, ERP and CRM), organising this data becomes such a complex task that it may simply end up being unused. Managers and team members may then revert to relying on what they used to do, or make decisions based on hunches to run the business, rather than use the business intelligence they need.

Business leaders understand the data they have cannot be ignored. The major challenge they face, however, is how to sift through the data and link it together in a meaningful way. Data is often from disparate systems, but needs to be collated and reported in an easily understood way, to reveal the valuable insights that are needed for day-to-day performance and longer-term business strategy.

A brief history of field service analytics

The early adopters of field service analytics have seen a transformation of the solutions available, and we have witnessed this evolution first-hand.

We have seen our customers move from their initial requirements of basic business reporting, through to needing a comprehensive business intelligence solution.

Early on, it was often a snapshot of what had happened that was required, for example, how many jobs had been completed. It soon became apparent that organisations had different performance indicators to manage, and individuals needed metrics specific to roles. A layer of sophistication was needed, with custom reports where customers could then dive deeper to retrieve further information.

They could explore the types of jobs that were being completed, monitor individual performance or compare geographies.

Using data to make business decisions then drove the need for further information and queries could be set up to examine any problems or if any differences were apparent, for example, time taken on jobs, cost variations or first-time fix rates.

In addition, alerts could be set to enable better management of SLAs by flagging potential issues such as at-risk jobs.

A continual journey

All useful perspective, but for those using analytics for the first time, there is now no reason to stop at what could simply be seen to be mimicking what paper-based processes capture on the ‘what’ and the ‘where’.

Leap forward and it is the ‘why’ within analytics capabilities that truly enhances the value. After generating basic reports, managers did not always have time, the knowledge or experience to translate the results into meaningful action.

Advances in analytics provide businesses with the ability to view data after it has been configured and cross-referenced using statistical modelling.

Better decisions can be made more easily as they are based on accurate, analysed information, and better decision-making means a more effective, efficient operation.

The future’s bright, the future is optimised 

Today, field service leaders realise they need analytics that enables them to make more informed decisions to continue to grow their business. Just having data is not enough – they need the ability to use the data to align service teams to work together towards meeting company goals and managing customer expectations. Organisations now demand analytics solutions that migrate from reactive to predictive operations.

They need to move from insight to action faster than ever before with business insights from finance, CRM, ERP, FSM solutions that they depend upon for everyday operations.

They need better teamwork and collaboration so that they can quickly arrive at consensus, act and capitalise on opportunities.

These include discovering hidden opportunities and finding the next big opportunity in the business intelligence.

The business is optimised not only through these day-to-day enhancements, but the operational insights are consistently fed back to business and management, enabling a real-time feedback loop ensuring that key metrics improve continuously - creating a cycle of continual improvement for the field service organisation and improved operations.

For more information on using analytics for your field service optimisation and how you can reap the benefits, visit www.fieldaware.com 

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Welcome to the relaunched and revamped Field Service Podcast hosted by Field Service News Editor-in-Chief, Kris Oldland.

In this episode, Kris is speaking to Kevin McNally, Sales Director for Asolvi about the importance of building a request for proposal when they are searching for a new field service management solution as well as sharing his insight into some of the key considerations that an organisation should have in mind when approaching building the actual RFP document.

Did You Know? You can now subscribe to The Field Service Podcast on iTunes! Check it out here and subscribe to get the podcast straight to your phone each week! 

Want to know more? Kevin and Kris have co-authored a white paper that expands on this topic which is available exclusively for Field Service News subscribers.

If you are not yet a subscriber and are a field service professional you can apply for a complimentary subscription below (after reading our T&Cs here first) and we will send you a copy of the white paper as soon as we receive your application.

 Click Here to apply for your subscription now!

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Connected vehicle cameras are having a dramatic impact on the cost and lifecycle of insurance claims according to Intelligent Telematics and Plexus Law, so could save the commercial fleet sector many millions of pounds each year. Following the analysis of 4,000 vehicles fitted with the SureCam 3G forward-facing device, it was found that there was a 50% reduction in average claims costs and a 15% increase in the average speed of resolution when compared to vans and HGVs operating without a camera.

“The clear message to commercial fleet operators is that connected vehicle cameras are proven to make insurance claims cheaper and quicker to resolve,” explains Sam Footer, Partnerships & Marketing Director at Intelligent Telematics. “Understanding who was responsible can quickly be established with immediate access to video footage – avoiding costly 50/50, exaggerated and fraudulent claims – while at fault incidents can be identified and processed rapidly, keeping third-party costs to a minimum.”

The findings show that it is possible to take better control of the claims management process using connected vehicle camerasBy having access to video evidence with supporting vehicle data directly from the scene of a collision is helping insurance claims handlers to make a faster and more accurate liability decision. The findings show that it is possible to take better control of the claims management process using connected vehicle cameras, with rear-end shunts (55%) and collisions while emerging from junctions (43%) seeing the largest reductions in average claims costs.

Tim Short, Head of Motor Practice at Plexus Law commented: “When you consider that the reported average cost of motor property damage and personal injury claims last year was almost £3,000 and £10,000 respectively, there are clear benefits to be had from adopting connected vehicle cameras. By taking advantage of first notification of loss (FNOL) and proactive claims management a commercial fleet operator can make dramatic savings, which will go straight to the bottom line of their business.”

Intelligent Telematics’ SureCam 3G devices are the leading single, dual and multi-camera solutions for vehicle operations, providing increased protection against fraudulent insurance claims, false driving allegations and disputed liability. They use the most sophisticated 3G and 4G technology so that HD footage of any collision, near miss or harsh driving incident is captured and automatically transmitted within moments of it happening. Unlike other systems in the marketplace, the videos and supporting data are uploaded to a secure server network with no user intervention required, making them the only truly effective 3G vehicle cameras for First Notification of Loss (FNOL).

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Barrett Coakley, Product Marketing Manager, ClickSoftware offers some crucial advice in the complex and crucial area of change management...

Organisational change is hard but, given constantly shifting market conditions and the rate new technologies are released, dealing with transformation is now a requirement at most firms.

However, McKinsey reports that 70% of change programs fail to achieve their goals, largely due to employee resistance and lack of management support. With that type of failure rate, you might be wondering why even bother. Nonetheless, when done correctly, change management can have an enormous impact on employee engagement, operational efficiency and financial success.

There are three areas that are causing change within field service teams that leaders must address Field service organizations are being asked to address multiple reforms but there are three areas that should be high on your change management list; talent management issues, technology advances and new customer attitudes.

Here are some recommendations to help your field service group succeed on this change management journey.

Talent Management

According to The Service Council, 70% of service organizations report they’ll be facing a pinch as they lose workers to retirement in the coming years. The retirement of baby boomers has the potential to leave a vast knowledge and experience gap on many field service teams.

There is hope, however, as the 75 million large millennial generation has entered the workforce and they have the skills to fill these open positions.

However, field service managers must understand the drivers that motivate millennials and how they differ from the retiring baby boomers, including:

• Tech savvy: The millennial generation grew up with all things digital. They embrace technology and expect the organizations that they work for to provide the most current technology for them to perform their job.
• Mission: Millennials are looking from a deeper meaning from work. They want to feel that they are having an impact both on the company as well as greater society.
• Retention: You might have some members on your field service team that have worked in the group for 10-20+ years. Millennials, however, tend to change jobs frequently. In fact, Gallup revealed that 21% of millennials report changing jobs within the last year, which is more than three times the number of non-millennials.

Here are some areas your field service team should focus on to facilitate the changes this generation will bring to your team.

Offer Incentives:

While you might think a raise would be sufficient for millennial retention, you should instead focus on benefits you could offer.

According to Gallup, millennials are more likely than any other generation to say they would change jobs for a particular benefit or perk. They especially appreciate perks that directly impact their lives and the lives of their family. It makes sense considering many millennials are starting families, have large student loans, and desire a work-life balance.

Popular benefits for Millennials include:

• Paid paternal and maternity leave
• Student loan reimbursement
• Childcare reimbursement
• Tuition reimbursement

So instead of just offering a pay raise next year, poll your workforce to determine what they truly value.

The responses might surprise you.

Development opportunities: The best way to attract millennials is by leveraging two of their biggest desires—development and purpose.

67% of millennials are engaged at work when they strongly agree that the mission or purpose of their company makes them feel their job is importantFor instance, Gallup reports that “rallying millennials around a mission and purpose dramatically increases their employee engagement: 67% of millennials are engaged at work when they strongly agree that the mission or purpose of their company makes them feel their job is important.”

Focus your attraction and retention strategies on delivering learning opportunities and career development. This way millennials are assured that their jobs provide plenty of opportunities for skill development and career advancement.

Keep in mind millennials may want to pursue independent project work, attend conferences, take classes, and join professional organizations.

Give them the flexibility and resources to do so, whether this means tuition reimbursement, or time off work to ensure they are fulfilled.

The Impact of New Technology

New technologies like the Internet of Things (IoT), artificial intelligence (AI), machine learning, and data analytics are having a huge impact on field service operations.

These new technologies are providing real-time insights into field assets that can be used to predict when a piece of equipment might fail, allowing for proactive maintenance. However, with all of this technology, there comes the need for change across your field team in order make sense of all this new information. Here are a few steps you can take to make sure your team is prepared for the impact of technology on your field service group.

Make a Plan:

First off, you will need a plan to prepare for the impact these technologies will have across your field service organization. For example, you will need to train field engineers on how to potentially service IoT-based equipment, build a roadmap for incorporating new devices, and identify which technician or dispatch behaviours will change based on this new technology.

Will customer issues be identified at a server level when equipment fails? What does this do to the dispatch workflow? Are you incorporating wearables at an employee level to improve communication or field-based efficiency? What software will you need to ensure these devices operate smoothly within your current frameworks and infrastructure?

Create a roadmap that accounts for the short, and long-term implications of devices, services, and technician needs.

KISS Principal:

Albert Einstein once stated, “Everything should be made as simple as possible, but not simpler.” This is where the KISS principle comes into play during change management exercises. Stepping up to the challenges associated with all of these different technologies is difficult and complicated.

Everything should be made as simple as possible, but not simplerWith any digital transformation, the best possible course of action is to simplify by starting with small, simple changes. Select a small behaviour, or wearable device that your customers are using, and optimize around that. Then, scale what you have learned across more devices, customer behaviours, and internal processes. With a change this impactful it is best to keep it simple, sir.

Uberization of Service

As Amazon, Uber, Airbnb and other upstart organizations continue to heighten customer expectations, field service organizations have struggled to keep pace with these new demands.

Customers now expect transparency around service delivery such as the real-time location of the field technician responsible for the appointment as well as personalized communication preferences like text or email.

However, the delivery of exceptional service requires changes to the technician’s traditional role and skill set.

Here are few areas that should be looked at to change.

Product and Service Training:

Field service professionals understand the inner workings of the products they maintain but they might not be knowledgeable enough to upsell a new product or service to a customer.

To enable this ability, sales and marketing training should be provided to field service professionals so they understand the features and benefits of different services. Sales and marketing is a new type of training and skillset for most field service professionals but one that can really benefit the top line.

Increasing revenue is an important focus for many organizations but it is proving to be a difficult one as 76% of field service providers report they are struggling to achieve revenue growth, according to the TSIA. Sales and marketing training could be the support ticket that helps change this trend.

Soft Skill Training:

Field service professionals are now required to interact with clients in a way that elevates the customer experience, resulting in upsell opportunities and less customer churn.

64% of consumers have switched providers in at least one industry due to poor customer service.Preventing customer churn is especially important as Accenture reported that 64% of consumers have switched providers in at least one industry due to poor customer service.

To provide a higher level of personalized service requires better soft skills, something not every person has, but this ability is a key to this new service delivery model. In fact, study conducted by Development Dimensions International found that for every $1,100 invested in soft skills training, employers earned an average return of $4,000.

Training soft skills can help a technician provide more empathy towards the customer, improve communication and the ability to provide a more personalized experience.

Soft skill training is especially important for millennials as they often lack these abilities. An investment in soft skills training is worthwhile for any organization but can be particularly important in delivering a great customer experience.

Conclusion

The key to handling all of these changes is a commitment from all involved. In fact, McKinsey found that when people are truly invested in change it is 30 percent more likely to stick.

However, making the challenge even more daunting is that organizations no longer have the luxury of implementing changes over a 3-5 year period of time as in the past.

Change is no longer a periodic event, but one that is constant as the market and technology continue to evolve at faster and faster rates. Field service teams need to prepare now.

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Data collation has become perhaps one of the most important factors in delivering the levels of standards that today’s empowered customers demand. However, many companies are now finding themselves struggling to turn the vast amounts of data being generated today into meaningful insight. Bill Pollock, President for Strategies for GrowthSM explores how field service companies can find a balance between flood and thirst...

Many reports have been written about services organisations (and businesses of all types) “drowning in data lakes”. However, the key to success is to establish early on what data is needed to effectively run services operations, and focus specifically on those types of data when collecting and processing the reams and reams of data points generated from your IoT-based systems.

Too much data is … well, too much data, if you don’t have a plan to harvest it effectively.Too much data is … well, too much data, if you don’t have a plan to harvest it effectively.

The most important asset a services organisation owns is the cumulative knowledge and expertise it has acquired, developed and utilised over time to support its customers’ systems and equipment – and, in many cases, the entire customer enterprise.

Some of this knowledge may be in the form of bits of information stored in a database, while other knowledge is often manifested in the form of new systems, tools and technologies that have been placed into use.

However, knowledge can only be built on a strong foundation of data and information – and these key components of knowledge must be inherently accurate, clean, well-defined, and easily accessible.

Today, everybody talks about data analytics, but many often confuse data with information and knowledge. Basically, data is a core corporate asset that must be synthesised into information before it can serve as the basis for knowledge within the organisation. As such, data may be defined primarily as:

• Facts about things, organised for analysis, or used to support or make decisions; or
• Raw material from which information is derived to serve as the basis for making intelligent decisions.

Information, on the other hand, is defined as:

• Collections, or aggregations, of usable facts or data;
• Processed, stored, or transmitted data; or
• Data in context, accompanied by precise definition and clear presentation.

Finally, knowledge may be defined as:

• Specific information about something; that is, the sum or range of what has been discovered or learned;
• Information known, and presented in the proper context; or
• The value added to information by people who have the experience and/or acumen to understand its business potential.

The quality of the data that an organisation collects, measures and distributes is also a key factor in database building. To attain an acceptable level of data quality, the organisation must be able to mine its data whilst focusing on key areas, such as:

• Clear definition or meaning
• Correct values
• Understandable presentation format
• Usefulness in supporting targeted business processes

However, regardless of the state of the organisation’s data assets, there must still be a balance of data, process and systems in order to meet the company’s stated business objectives, which generally focus on things like:

• Increasing revenues and margins
• Increasing market share
• Increasing customer satisfaction

However, if there is not a match between data quality and the application of that data, then the entire process will ultimately become a fool’s errand (i.e., garbage-in; garbage-out).

Regardless, data is ubiquitous – it is used to support every aspect of the business, and is an integral component of every key business process. But, the usefulness of the data is only as good as the data itself – and this is where many organisations run into trouble.

You don’t go to work wearing 12 watches; you don’t buy 48 oz. of steaks, per person, to put on the grill for a summer barbecue; so, why would you pay for more data than you will ever needAs such, services organisations need to be able to identify which data is “need to know” vs. which data is only “nice-to-know”. Nice-to-know data is ultimately way too expensive to collect, process, analyse, monitor and distribute; however, need-to-know data is not only invaluable – but critical to ensuring the operational and financial well-being of the organisation.

For example, you don’t go to work wearing 12 watches; you don’t buy 48 oz. of steaks, per person, to put on the grill for a summer barbecue; so, why would you pay for more data than you will ever need when you can harvest just what you need for now (plus whatever else looks like you may need in the future)?

The quest for knowledge is the key that can unlock the potential applications and uses of the organisation’s existing – or planned – databases.

In fact, most businesses are already sitting on a goldmine of data that can – and should – be transformed into actionable information and knowledge with the potential to:

• Enhance and expand their existing product, service, supply chain, CRM and operational databases;
• Create knowledge-oriented delivery systems for new, or enhanced, value-added products, services and support; and
• Differentiate itself from other competitive market players.

Knowledge that was previously unknown – or unavailable – such as profiles of potential buyers, or specific patterns of product/service usage may be uncovered and put into practical use for the first time. The end result can lead to anything ranging from improvements in operational efficiency to improved service delivery performance, more accurate parts forecasting, and higher levels of customer service and support – all based on a strong foundation of data collection, measurement and distribution.

Consider your data repository as a storage space for all of the data you will need today, tomorrow and in the future. If large enough, put it in a data lake – but make sure you don’t use Loch Ness for what a smaller data lake can do for you more efficiently.

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