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In the Big Discussion, we will take one topic, bring together three leading experts on that topic and put three key questions to them to help us better understand its potential impact on the field service sector...

This issue our topic is the what to expect in 2018 and our experts are Michael Blumberg, Blumberg Advisory, Bill Pollock, Strategies for GrowthSM and Jan Van Veen, moreMomentum

The first question we tackled was What is the biggest challenge facing field service companies in the next 12 months?

Now let's turn to the second question in the discussion...

What is the biggest opportunity facing field service companies in the next 12 months?

Bill Pollock: The biggest opportunity facing field service companies today is the ability to compete head-to-head with any of their main competitors – however large or small – through the implementation and/or upgrade to a Cloud-based Field Service Management (FSM) solution. Over the past several years, Cloud technology has normalized the playing field for both FSM solution providers and their customers, who are no longer encumbered by the cost and complexity of their legacy premise-based solutions and applications.

Advances in technology are also giving a boost to those field service companies that have embraced these new technologies. For example, the greatest opportunities over the next 12 months will most likely be realised by those companies that will have already implemented Augmented Reality (AR) and/or Merged Reality (MR) into their field service operations. However, the most likely dominant field service organisations will be the ones that have also taken steps to explore the benefits of moving to an Artificial Intelligence- (AI) and Machine Learning- (ML) driven field service solution.

The technology is already there for every field service company; however, only those that embrace – and implement – these technologies will actually be able to reap the benefits.

 

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Jan Van Veen:  When talking about the biggest opportunities, I think we need to look beyond 12 months. It is mission critical to act now on future success.

Most industries are somewhere around the top of the life cycle and are facing (first signs of) commoditization.

The big opportunity for them is to go through the next life cycle where the added value is about enhancing the use of technology. The new value propositions will be heavily driven by data, algorithms and intelligence. The value will be far beyond predictive maintenance and uptime of technology.

This is a domain in which young, rapidly growing data-driven companies are in their comfort zone. So, the opportunity here is moving up the food chain and increase relevance for clients. By failing to pursue these opportunities, the threat is being forced down in the food chain and seeing other players deliver the high value, whilst seeing your role being limited to manufacturing equipment, spare parts and, to some extent, delivering low skilled hands-on machines for maintenance.

For those companies who are not ready to focus on these opportunities, I think your top priority should be to build the missing foundation and make sure you are ready to pursue the opportunities soon.

 

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Michael Blumberg: The biggest opportunity facing field service companies in the next 12 months lies in pursuing strategies that will advance their journey along the path toward servitization.

The specific strategies vary from company to company based on where they are on their journey. For some companies, 2018 will be the year when they finally transition their field service operation from a cost centre to a profit centre. For others, the opportunity lies in monetizing service offerings and effectively marketing and selling service outcomes.

Still, others will have the opportunity to invest in digital technologies that enhance service quality, boost productivity, and create an uber-like experience for their customers.

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IFS’ new ownership private equity firm EQT are standing true to their promise to accelerate the growth of the Swedish firm as they make to key UK acquisitions...

ERP provider IFS have further enhanced their offering into the field service management sector this month with two key UK acquisitions.

Both announced on the same day the Swedish organisation took ownership of both field service management system provider mplsystems and also implementation specialists Field Service Management (FSM).

Whilst the latter acquisition perhaps had an air of inevitability about it as FSM have been working as resellers and system integrators for IFS for some time now, it was the acquisition of mplsystems that will have raised eyebrows within the industry perhaps the most.

However, the acquisition also makes perfect sense from a technology point of view as mplsystems, who have only just launched a new genetic algorithm based scheduling engine themselves, (see page 8), are more widely acknowledged for their omni-channel contact centre technology which has earned them recognition from Gartner as a visionary within the CRM Customer Engagement Magic Quadrant.

Indeed, IFS’ move to bring this technology into their own, gives them a truly end-to-end service lifecycle solution, following a similar path to Microsoft in terms of how they have brought CRM and Field Service together under one platform.

 

“It’s quite specific why we’ve acquired mplsystems” Mark Brewer, Global Industry Director, Service Management told Field Service News as the announcement went to press. “It is very directly a recognition on IFS’ part that we have a gap in our end-to-end offering in the customer engagement area.”

“We were looking to acquire some IP, and in the case of mplsystems, some very strong IP, to plug that gap in the customer engagement piece, at the centre of which is their omni-channel contact centre capabilities.”

In fact, the acquisition of mplsystems and the integration of their contact centre technology within the IFS solution, is in perfect line with the roadmap that IFS appear to be continuing down, and sits perfectly alongside the introduction of the embedded CRM within their ERP solution that was introduced at their last significant roll out (IFS Applications 9).

“There has been a lot of conversation recently around the convergence of CRM and FSM and when speaking at Field Service Management Expo a couple of months back I alluded to this then also.” Brewer commented.

“We see now both technologies sitting under the customer experience space, and there will be three prongs to our offering in this area moving forward.”

 

“Firstly, we will continue doing what mplsystems have done very successfully across the last few years which is to offer a Contact Centre as a Service (CCaS) capability to many organisations with large contacts centres - people like Aviva and ALDI. The two other prongs to the offering then are that it will integrate with our IFS FSM solution so it will form the customer engagement capability of that offering. It will then also form the customer engagement capability of IFS Apps.”

“So whether you are taking down a service request, whether you are taking a return material authorisation, whether your taking a feed from an IoT connected device or even if you are utilising social or chat-bot technology, whatever the medium of engagement you choose we will go through the mplsystems customer engagement solution.”

So how do IFS see this new ability to manage the entire customer experience lifecycle? Is this something they feel gives them an advantage over competitors or are they getting themselves back on a level playing field? Is the inclusion of this technology a USP that they can push as vendors, or is it something their customers have been demanding for some time now?

“I think there are two points to that question,” Brewer replies.

“I think there is definitely a customer pull because we are seeing the focus that is evolving from productivity improvement and operational excellence to a model that is more focussed on revenue enhancement. In its most simplistic terms people are seeing service as a growing opportunity from a profitability perspective.”

 

“However, we do also see this as a USP as we believe we have best-of-breed capabilities in a number of our separate offerings and in our standalone FSM solution now we have the capability to run a world class contact centre, we have the capability to do world class optimisation and scheduling. We have the capabilities to deliver a full return material/reverse logistics operation and we have the capability to do very strong contract and warranty claims management as well.”

“All of those elements are what we perceive to be best-in-class, and by filling in the gap with the customer engagement capability, via the acquisition of mplsystems, we now genuinely have a unique offering as it is not just a broad set of capabilities, it is a number of complimentary best-in-class solutions that can feed into and off of each other.”

Finally, with the acquisition of FSM Ltd it appears to essentially be a case of bringing a very successful outsourced operation into the IFS fold.

“FSM has been a very successful in the UK and Ireland in securing some very big customers for us, they’ve got a great track record and ultimately with the new ownership of EQT we now have a much more aggressive growth strategy and in key geographies including Europe West (which includes UK) the investment is there to bring companies like FSM on board to support our capability to grow our market-share further."

 

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In this sample from the Field Service News webinar "5 fundamental FSM technologies" Kris Oldland, Editor-in-Chief, Field Service News puts questions to Tesseract's Kevin McNally on the topic of what we should expect as standard from a field service management system and how to ensure we get the best out the solutions we have...

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In his role as Director of IFS Labs Bas de Vos, is at the heart of driving innovation forward in our industry. So who better to talk to find out what technologies we should be eagerly awaiting and what is the process to take these technologies from cool ideas through to practical applications...

FSN: What are the three most exciting technologies that have yet to come fully to light that you and your team are currently working on?

BdV: Firstly it is augmented reality or mixed reality as I see it, secondly I would say that drones are still in there as well and the third one is something that we have been working on for some time that we keep coming back to - autonomous assistance. New ways of interacting with business applications - can I talk to my device? Can I chat with my device - it’s a very interesting subject. We have a prototype and we are going to researching and further developing that.

Whether it will be an IFS product one day, that is something that with Labs I can never say up front - but I see the development now in the consumer space with speech control like Siri and Cortana and on the other hand chat-bots for Facebook and Snap Chat etc it’s all very interesting, so we shall see.

FSN: Your team demonstrated a great example of Drones, IoT and FSM software all coming together at the last IFS World Conference - is that product ready to go or was it just a proof of concept demo?

BdV: Well, yes it is ready to go but it won’t be an actual IFS product - we won’t have the IFS drone product out in the market - definitely not.

No, what we wanted to do was demonstrate how companies who want to do stuff like this can do so through using our IoT business connector. Basically everything that we demonstrated at the World Conference in that session, the integration of drone technology, image capture and recognition and automated data analysis was made all possible through the IoT business connector.

FSN: How much of what you and your team do is about actually giving your customers the ideas of what is possible to allow them to innovate themselves?

BdV: If you look at the mission we have as IFS labs it is threefold. Firstly, we exist to guide, basically we do a lot of research. We don’t get to only do the cool stuff - so it’s not only playing with drones! We do a lot of proper research into database technologies etc. So we are there to guide the R&D teams on what we think they should be picking up and taking further.

Secondly, we are here to talk to influencers, to help explain to the wider world what we are doing at IFS and what the purposes of IFS Labs as a technology incubator is all about.

Then thirdly, and perhaps the most important part of the job for me is that we are here to inspire our clients to do more with their business applications. If you look at my work personally it’s an equal split across these core functions. 

FSN: In general do you ever feel an urgency to push a project out whilst it may be still in Beta or do you think it is better to wait until the product is fully refined and completely free of bugs?

BdV: That’s a very good question.

First of all do I feel pressure to deliver IFS products around any given technology? The answer is always no and the reason for that is fairly simple. We are not here to compete with say Microsoft HoloLens in terms of technology. We will not be providing the actual AR technology ourselves.

What we need to do -which is part of the mission of IFS labs is to make sure that our business application is ready for when these technologies do become viable products.

What I mean by that is we need to be able to have an app ready to go on HoloLens to take advantage of that technology, or any other similar new emerging technologies.

Are we the guys that will actually create the technology? No I don’t think that is our core business and to be honest I don’t think that we would have the skill set to do that as well as others who are focussed on that area.

Our task at labs is to keep on monitoring the market and being able to leverage these exciting technologies once they are industry ready.

 

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The Internet of Things has been positioned as the key technology that will lead to a true evolution of field service delivery. Bill Pollock, President of Strategies for GrowthSM looks at the challenges revealed in his latest benchmarking research and explains how IoT will help field service organisations meet these...

The Convergence of the IoT and Field Service Management (FSM)

The Internet of Things (IoT) is not a new concept.

To a growing number of services managers, the two are inseparable as they have been integrally linked together for as long as they have been heading their organisation’s services operations.

This is especially true in an environment where an influx of millennials are rapidly replacing baby boomers in virtually all aspects of the services sector; where the “marriage” between Field Service Management (FSM) and the IoT is generally seen as a “given” with respect to providing the organisation with the ability to satisfy the total needs, requirements and expectations of their respective customers.

As such, this “marriage” is somewhat analogous to the Reese’s Peanut Butter Cup, or taking “tried and true” favourites like chocolate and peanut butter, integrating the two together, and coming up with something “new” that the marketplace simply cannot live without. The big difference, however, is that the IoT is much more than just a tasty morsel - it is transforming the very core of field service management.

However, the IoT, in and of itself, cannot transform a poorly run Field Service Organisation (FSO) into an efficient operation; nor can it turn an unprofitable one into a cash cow.

 

However, it can clearly help to re-position an already well-run organisation for accelerated growth, heightened market position, improved effectiveness, improved customer satisfaction and increased profitability. For a growing number of FSOs, the greatest determinants of their commercial viability – and profitability – are the efficiency, functionality and effectiveness of their IoT-based Field Service Management (FSM) solution.

There’s FSM, and Then There’s the IoT-powered FSM

For most field service organisations (i.e., Gartner estimates roughly 75%) FSM solutions are no longer “new” to the services industry – they are a fact of life. What is still news, however, is how easy they now are to implement, as Cloud technology has essentially normalized the playing field so that FSOs of all types and sizes, and serving any geography, can benefit from its implementation.

The results of Strategies For GrowthSM‘s (SFGSM) 2016/17 Field Service Management Benchmark Survey report that the top opportunities, or benefits, cited by FSOs with respect to acquiring and integrating new technology (i.e., the IoT, among others) are:

• 44% Ability to run a more efficient field service operation by eliminating silos
• 39% Improve customer satisfaction
• 35% Ability to provide customers with an end-to-end engagement relationship
• 30% Establish a competitive advantage
• 26% Improve field technician utilisation and productivity
• 25% Reduce Total Cost of Operations (TCO)

The survey data also suggest that the opportunities and benefits significantly outweigh the challenges for a clear majority of FSOs – but, they still exist.

However, the IoT helps to make it all possible by allowing the new technology – in most cases – to easily integrate with existing FSM systems.

This is particularly true for FSOs whose FSM solutions are already built on a Customer Relationship Management (CRM) platform, where the addition of field service management functionality may be as easy as simply adding a module to the existing system. This is an important factor – and it should be – for FSOs as they make their decision to acquire a specific FSM solution.

The SFGSM survey research also reveals that, for a near majority of FSOs, this decision is “impacted mostly” by:

• 50% Prefer a solution that interfaces with CRM
• 47% Prefer to work with a single provider of Field Service functionality
• 47% Prefer a solution that is intuitive and easy to train on
• 45% Integrating new technologies into existing FSM solution platform

Another 35% also prefer to invest in a solution that fosters collaboration between Sales and Service as a top decision-making factor.

What the Future Holds for the Convergence of the IoT and Field Service Management

The “future” of field service is already here!

Today’s IoT-powered FSM solutions already provide FSOs with the ability to monitor equipment remotely, and transmit data into the business’ database in real-time.

 

The greatest manifestations of this pervasive technology may be best described in the providing FSOs with the capabilities to:

1. Collect whatever data that are needed to improve a process, or improve a product, based on its measured, monitored and tracked usage
2. Switch to a lower-cost predictive model vs. the more traditional – and more expensive – preventative maintenance model
3. Determine which services to offer to customers that the organisation cannot offer today (e.g., a next-level guarantee against downtime, which can be turned into a premium service, etc.)
4. Sell, cross-sell and upsell new services, packaged as competitive differentiators
5. Create a more effective KPI program that can measure, monitor and track both the still-relevant traditional KPIs, as well as the “new” KPIs that are being created through the use of the IoT

The IoT technology is readily available; the market demand is here; and the positive impact on the bottom line of an FSM solution, powered by the IoT, is quite compelling. Just like the Reese’s Peanut Butter Cup, the market does not really care how the chocolate and the peanut butter are engineered into the final product; they just know that it tastes good, and the two ingredients work exceptionally well together – just like the Internet of Things and Field Service Management.

 

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For fourteen years technological giant SCCI Alphatrack has relied on Tesseract’s service management software to run a lean, fit and growing operation. Today periodic and reactive maintenance for over 195,000 customer sites falls within Tesseract’s remit.

SCCI Alphatrack is one of the leading providers of TV, media, security and life safety systems in the UK. These include multi-point TV systems, access control, CCTV, fire and smoke protection, emergency lighting and a wide array of internet access solutions. The company’s clientele ranges from Premier Inn and Center Parcs to Ladbrokes and HM Prison Service, along with numerous housing authorities, developers and financial institutions.

Pre-2003, SCCI Alphatrack used a cumbersome, manual and paper-heavy system to run its operations. In order to move forward, the company sought out a streamlined system that could take care of everything — customer records, call control, scheduling, engineer reporting and invoicing — and found Tesseract.

An all-encompassing system — with some helpful integrations

Since 2003, SCCI Alphatrack has managed installations and maintenance work using Tesseract’s all-encompassing suite of services including Customer Assets, Call Control, Remote Engineer Access and Parts Centre. The system enables customer, contract and site data to be compiled and managed; materials to be distributed to engineers in the field and stock to be replenished; and engineers to log in remotely and generate service reports. More recently, SCCI Alphatrack has incorporated Tesseract’s Remote Customer Access module, enabling customers to log in, report faults and track progress and response times.

SCCI Alphatrack uses non-Tesseract systems for accounting, customer relationship management and time recording. Tesseract has provided various interfaces so that its software can communicate with and feed data to these systems. This has eradicated several error-prone manual processes and allowed the company to run a seamless operation.

 

Richard Spencer, IT Consultant for SCCI Alphatrack, says, “With over 195,000 sites to look after, managing our data and service work would be a real challenge if it wasn’t for Tesseract.”

Health and safety management

One of the priorities for SCCI Alphatrack is the health and safety of its engineers who are often working at height or in dangerous areas. Therefore, managing and maintaining the vehicles and equipment they use is of the utmost importance. Originally, equipment inspections were paper-based processes. Last year, SCCI Alphatrack decided to bring its inspections activities under the same umbrella as its service work: Tesseract.

“Our inspections management has now gone completely paperless,” says Richard Spencer. “Before, there was scope for error or records going missing. We are now treating our kit and vehicle inspections like any other planned maintenance work we do for our customers. We schedule inspections so that they appear in engineers’ diaries and can be actioned. This creates a central electronic record and helps us keep our equipment safe and in proper working order.”

SCCI Alphatrack also monitors health and safety by way of Tesseract’s Checklist System. This is a custom-built list of questions that an engineer will need to answer before he or she can proceed with a job, e.g. are you signed in; are you working at height; have you got the right equipment; does your equipment need inspecting; and so on. The client sets the questions and the Tesseract system configures them to respond dynamically to the user, so that how a question is answered determines what question comes next. The Checklist System is designed to enable service organisations to adhere to their health and safety obligations.

A flexible and secure system

SCCI Alphatrack has experienced powerful efficiency gains since implementing Tesseract, which is why their partnership remains so strong fourteen years on.

Richard Spencer explains, “Tesseract has been a key part of our business process. By replacing our manual and paper-based procedures, it has enabled us to grow the business without taking on additional staff. From our customers’ point of view, they can rest easy knowing that we have a flexible and secure system in place to manage their information safely.”

 

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Switching from paper to digital mobile forms can  transform field service maintenance operations, says Mark Scott, Vice President Marketing, ProntoForms.

Mobile technologies have taken over our personal lives, enabling us to be more productive and efficient as we shop, consume and communicate daily. When it comes to operations and maintenance in field services, however, mobile technology has been slow to permeate our workforce. Operations and maintenance are critical to ensuring safety, compliance and productivity in field services. Yet, many  maintenance practices today are still relying on paper-based processes that are error-prone, vulnerable to audits, and overall, highly inefficient.

Manual maintenance procedures hinder productivity and add unnecessary steps to operation practices hurting your company’s bottom line. For many businesses, ineffective internal practices also don’t guarantee that safety compliances are being enforced.

Mobile forms technology offers an end-to-end solution for a company’s maintenance programme, by enabling users to accurately collect and store field data, then easily share it in real time with key stakeholders.

Mobile forms bring many benefits to any field services operation. Here are five examples of how a mobile solution can make your business operate more efficiently and ensure your customers take notice:[ordered_list style="decimal"]

1. Embed rich media in your reports
   Sometimes words alone cannot accurately capture a problem or issue in field work, but a picture can tell a thousand words. Mobile forms allow maintenance inspectors to sketch and annotate directly on photos from the job site to highlight specific concerns. In addition to taking pictures on site, images like equipment diagrams can also be pre-loaded onto a form for field workers to reference. Mobile form providers are also offering barcode scanning and audio functions within forms as well so users can include richer field data.
2. Informed decision-making and a logical workflow
   Data gathered in the field is meant to ensure that operational standards are reached and exceeded, but it’s important that the data is communicated in a timely manner and shared with the right people. Mobile forms can be configured to automatically send completed maintenance forms to specific supervisors and decision-makers within a company, based on the data entered. If an inspection pinpoints a safety concern, that form can be configured to automatically send a report to a safety compliance manager. What’s more, maintenance forms can also be scored by the severity of the issue, and if a major maintenance breach is revealed, key stakeholders can be alerted through SMS messages and social media.
3. Business intelligence with analytics
   Analytics can provide a wealth of information, as maintenance trends can be compared over time. This means that a company can leverage its previous response to a maintenance issue and also determine whether this issue had arisen in the past. With mobile forms, in-depth analytics reports can also be scheduled for regular delivery to key supervisors and decision makers. Since field service data can be logged as it happens through mobile devices, these decision makers can analyse performance and spot hidden business trends in real time to predict potential issues or mitigate risks.
4. Dispatching inspections
   Field service workers need to provide accurate and in-depth maintenance inspections, however, they are also pressed for time and need to move on to the next job. Across all departments, improving productivity and automating mundane and repetitive tasks is essential, but this is especially critical for your maintenance programme. By using mobile forms technology, maintenance jobs can be dispatched to specific field workers, which saves valuable time. This means that field workers can avoid unnecessary trips to the head office to receive their next assignment, which gives them more time to spend in the field and conduct detailed inspections.
5. Calendar invites for follow-ups
   Irrespective of the size or efficiency of your field workers, it’s imperative to prioritise tasks and optimize workflows. High-risk maintenance concerns need to be addressed immediately, while less critical issues can wait. However, these low-risk concerns still require a response. As soon as non-critical issues are discovered, field workers can use mobile forms technology to schedule a maintenance technician and send calendar invites while they’re on the go at other appointments

 Now more than ever, it’s critical to take maintenance procedures to the next level by adopting the right type of technology. Businesses utilising mobile technology will see increased productivity and reduced costs, while quality of service is improved and risks are mitigated. When it comes to operations and maintenance don’t let your company fall behind the rest of the industry.

 

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A contractor job management platform for field service and facilities companies has been developed by UK software company Okappy.

As many field service organisations have discovered, it's no fun trying to manage lots of subcontractors when they don’t have access to your internal job management software and take an age to return job sheets or reply to emails. The Okappy job management platform resolves these issues by allowing customers, employees and subcontractors to share information.

Field service organisations can connect to their customers and subcontractors, and receive jobs and then monitor the status of those jobs as they are updated by employees or subcontractors wherever they are. Job sheets can be tailored to suit specific requirements and images and signatures can be added.  Technicians can view customer history electronically and complete invoices.

“In the past jobs sent to subcontractors entered a black hole leading to the same problems that companies thought they’d got away from when they introduced job management software for their own employees,” points out Richard Harris, CEO of Okappy.

The Okappy platform was initially launched last year to plumbing and electrical contractors and already has thousands of users. Benefits reported include reduced paperwork and better management of their employees and subcontractors.

“Often these companies will have already invited their own customers on to the platform so it’s not a great leap for larger companies to get started and see the benefit as well”, says Harris

 

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If you were building a new house you’d use a blueprint, right? Well, your service department needs the same level of planning and visualiaation to transition from paper-based, manual processes to automated service operations, says Joanna Rotter, of service management software provider MSI Data.

Service technicians work out in the field repairing and maintaining equipment at various job sites. Each task requires documentation, scheduling, and data entry, which when automated can save time and mistakes while making the business more profitable. But in order to make a transformation to service automation successful, you need a step-by-step plan.

 The eight-step blueprint.

 The biggest benefits of automating service processes include greater productivity, visibility, and efficiency, which will infiltrate every area of your organisation.[ordered_list style="decimal"]

1. Get everyone on board, especially leadership.
   When you have a great idea, sometimes selling it to your team is half the battle. To get your team on board for a big organisational shift like automating service, start by creating a vision statement.  It should include a clarity-of-purpose statement and concrete goals for what you want the organisation to look like when the project is finished.
2. Understanding change management—assign an internal team to take charge.
   Understanding and implementing an effective change management program will require more than just a one-time meeting. Make sure the project is a priority by assigning an internal team to motivate the rest of the workers to take the project seriously. The group should include a project leader as well as several user representatives from each operational area (e.g. field, scheduling, inventory, IT, etc.).
3. Begin with the end in mind.
   Know where you want the project to end up before you take the first step. Technology isn’t magic and it won’t solve your problems without some planning and tailoring.[quote float="left"]Know where you want the project to end up before you take the first step...

    

   Nail down the concrete KPIs you want the technology to help you meet. For example, doing service on mobile shouldn’t be the goal; the goal is to increase communication with field techs or reduce time from service ticket to billing by using mobile. The technology is just the tool you use to achieve your goals.
4. Work with your vendor to produce a timeline and roadmap.
   Establish a clear Statement of Work with your software vendor and map out a concrete project plan and calendar. The plan you come up with should be visible to everyone involved and outline individual responsibilities, assign project leaders, set deadlines, etc. This will serve as a constant remind about what’s coming up next and specific accomplishments you’re aiming for.
5. Model it out.
   You can think of this as the ultimate planning phase. Modeling current and future processes is a vital step because it forces you to evaluate where you are now, why you do what you do, and who needs to do what to move forward.
6. Understand your data.
   Before you make plans to collect new data, you need to understand your current data. From there, you can determine what information you want to be collecting in the new system, who you want to have access to what, and how you’ll use the information to guide future decisions. Set goals for what you hope to get out of the data, map out how you’ll achieve those goals, and monitor your progress.
7. Train, train, train.
   Training is an incredibly important step with any new system. It’s important to remember, even the best software in the world isn’t going to do your team any good if users don’t understand how to use it. Make ongoing training a priority with reminder courses, ongoing new employee orientation, and training to roll out new features as they’re released.
8. Invest in mobile devices.
   If the field service app you choose runs cross-platform on any device, you’re free to select the device that best meets your organization’s needs. Each platform and device has its pros and cons, so make sure your app is cross-platform and native so you have device and platform flexibility.

Conclusion
The key to success with any new system is understanding the challenges while sticking to the plan. Keep your eye on the goals you set early on and treat the vision statement as a mantra, reminding yourself why you underwent this journey in the first place.

Follow these steps to automation and you’ll be well on your way to a huge return on investment, happier workers and customers, and a more efficient field service business.

 

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