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In this, the latest edition of the Field Service Podcast, Kris Oldland, Field Service News, Editor-in-Chief, is joined by Kevin Starr of ABB oil and Gas as they talk about the huge impact of automation within field service delivery.

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Upskill, a leader in enterprise augmented reality (AR) software, today announced Skylight for Microsoft HoloLens is available for public early access in the U.S. Enterprises can now take advantage of mixed reality experiences on the same Skylight AR software platform that also supports assisted reality and mobile devices, at no additional cost.

Certain use cases for AR call for more immersive digital interaction that provides users with a large canvas to visualize the necessary information to complete their work. Skylight for HoloLens delivers this mixed reality experience, which is particularly relevant for hands-on workers completing complex tasks in manufacturing, maintenance and repair, as well as for on-the-job training.

Using Skylight for HoloLens, hands-on workers gain immediate access to:

• Spatial Content Placement: Place, move and resize digital content in the real world and reference while completing work completely hands-free.
• Multi-window Viewing: Simultaneously visualize, resize, interact with and cross-reference numerous sources of content in one, large screen.
• Native Content Integration: Access and display original reference materials, such as work instructions and engineering drawings in PDF format, instantly and without the need to reauthor content—a key advantage for enterprise customers.
• Natural User Interaction: Use simple hand gestures or head gaze to directly navigate applications, interact with content and reposition information within a workspace.

All of the features available with Skylight, including enterprise scalability, security and the ability to seamlessly integrate with virtually any system or database, can be leveraged across multiple device types, including smart glasses and mixed reality headsets, such as HoloLens.

“Our customers see augmented reality as the force multiplier that allows them to fully realize the potential of their workforce and digital investments,” said Brian Ballard, Upskill CEO and co-founder. “Skylight for Microsoft HoloLens will serve as the foundation that delivers the latest advances in visualization, cloud computing and artificial intelligence in a mixed reality environment.”

Terry Farrell, Director of Product Marketing, Mixed Reality, Microsoft Corp. said, “As adoption of Microsoft HoloLens continues to rapidly increase in industrial settings, Skylight offers a software platform that is flexible and can scale to meet any number of applications well suited for mixed reality experiences. With Skylight for HoloLens, hands-on workers are provided with the ability to interact with content and information in the most natural ways possible, leading to a safer, more efficient workplace.”

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The United Kingdom’s army of tradespeople who monitor, maintain and fix the billions of pounds of equipment that keeps offices, factories and shops open have become the new frontline in the advance of the Internet of Things (IoT).

As the internet and smartphones become primary necessities over paper and landlines, trade services must embrace the next phase of business evolution in order to remain relevant in the market and to appear dependable, effective and cutting-edge for the modern customer.

Though not a brand new concept, IoT has become the herald of this new chapter, facilitating unique connections with the latest job management and service technology and forever changing the way the industry operates.

The Internet of Things (IoT)

IoT has been defined as the concept of connecting any electronic device to the internet and to other connected devices. It works an application or service that uses information collected from sensors – or the “things” – and then analyses the data from the sensor to perform a specific function.

Through IoT, a giant online network is created which allows previously unrelated technology to speak to each other and combine forces to create new functions that generate new levels of convenience for the user. Many tech experts have used smart TVs or fitness watches that generate a tailored exercise plan as examples of IoT.

Why should trade services care?

According to Curtis Thomson, simPRO Director at one of the world’s leading job management software companies, IoT projects have now moved well beyond the initial trials and high-end proof of concepts and are being actively rolled out by leading service companies and manufacturers across the UK.

For these companies, however, it’s not about programming driverless cars or automatic toasters and coffee machines for the break room. Trade service companies are eager to get in on the IoT action because when their systems are all connected and talking to each other, they have the potential to improve their service delivery, considerably cut costs, and deliver an improved customer experience.

“Think about the IoT in terms of field service applications,” Thomson said.

“Say, for example, you have an accelerometer fitted to the cooling tower on top of a building that could take vibration readings, log them to your database, and alert you when the vibrations fall out of a range.

“Or, you have sensors in the fire detection or sprinkler systems all constantly monitoring and reporting back the current state of the equipment they are tasked to keep an eye on.

"When an event occurs that falls outside of a tolerable range for that piece of equipment, a notification is raised, a job is created to investigate, or an alert is sent to your customer..."

Then, when an event occurs that falls outside of a tolerable range for that piece of equipment, a notification is raised, a job is created to investigate, or an alert is sent to your customer.

“How could this impact your SLAs, or your costs, for that matter? What will your customers think about this – your ability to log, report and respond to potential defects before they even can tell something is wrong, and in between maintenance cycles?”

Thomson’s insight into the future of the trade service industry is why companies like simPRO are determined to add IoT to their repertoire. In 2018, simPRO customers across the UK have been able to access the company’s new IoT solution, which rolled out in June to more than 100,000 users across the globe to countries like Australia, New Zealand, the United States.

simPRO IoT takes hardware, software and data from businesses in the trade and field service industries and integrates them into one platform, allowing previously separate programmes and machines to talk to each other and provide automated solutions ordinarily requiring extensive manual effort.

simPRO’s IoT solution also includes machine learning, proactive action triggering and automation of field service activities, which significantly reduces the complexity of administrative tasks like selection, installation, integration and management, and can trigger field service activities for businesses in near real time.

The company has already begun working with airport lounge operator Swissport and facilities (building plant and equipment) management group Thermacell to keep guests at Luton Airport in the UK warm in winter and cool in summer.

IoT represents significant opportunity in the trade services market, with the number of connected IoT devices worldwide expected to jump 12 percent on average annually, from nearly 31 billion in 2018 to 125 billion in 2030, according to analysis from IHS Markit (Nasdaq: INFO). In the UK, statista reported that in 2018 the share of adults owned at least one connected device was 83 percent.

The ability for machines and data to connect and interact with one another goes far beyond allowing the human race to live like the Jetsons. The trade service industry’s IoT-laden future signals effectiveness, efficiency, profitability and all-around satisfaction for everyone involved.

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Field Service Insights is a subscription-based, membership website headed up by long-time fieldservicenews.com associate columnist Michael Blumberg. Fieldservicenews.com has arranged an exclusive free trial period to this exciting new members community for field service professionals.

Michael Blumberg himself tells us more...

At Field Service Insights, every month, we bring you thought-provoking content designed to help you thrive in core areas of your business.

With over twenty-five years’ experience in the field service industry, we are continuously researching and evaluating industry trends, benchmarks, and state of the art. We are skilled at helping field service leaders anticipate the future, overcome obstacles to growth, and implement lasting change.

Field Service Insights was created based on the thought that providing overall service or having exceptional customer satisfaction is not easy. We know that field service leaders must continually deliver exceptional service, demonstrate value, and contribute to their company’s bottom line.

"Let’s face it, Field Service Organizations can’t invest in new tools or strategies simply because of their competitors. Analysis and due diligence are required when making these types of decisions..."

We understand the many challenges field service leaders face. We are aware that they don’t have access to unlimited capital resources. Every decision must lead to measurable results. Positive impact is key from day one.

Let’s face it, Field Service Organizations can’t invest in new tools or strategies simply because of their competitors. Analysis and due diligence are required when making these types of decisions.

Our mission at Field Service Insights is to provide field service leaders with insights and perspectives that can transform their business and provide added value for their customers. We want to help them shorten the learning curve and accelerate their transformation process.

By joining Field Service Insights, you will gain access to the latest strategies, tools, and perspectives on Field Service Management to help you increase service revenue, boost profits, and customer satisfaction.

For a limited time, we are offering Field Service News viewers a FREE 3-Month Individual Subscription of Field Service Insights.

Click here to take advantage of this offer

You don’t want to miss the valuable insights and perspectives from Field Service Insights! Join us TODAY!

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Manuel Grenacher discusses why Automation is set to play a crucial part in the two key pillars of field service success, operational effectiveness and customer satisfaction...

As part of the fourth industrial revolution, manufacturing factories are undergoing digital transformations, and not just on the factory floor but also business-wide – specifically regarding automation.

Research firm Gartner defines intelligent automation services as “a variety of strategies, skills, tools, and techniques that service providers are using to remove the need for labour, and increase the predictability and reliability of services while reducing the cost of delivery,” and Gartner predicts that automation will reshape managed workplace services over the next few years, providing a higher customer experience at a deflated cost.

"More than 50% of job responsibilities of today’s global labour force can be automated by adapting contemporary technologies..."

Less than 5% of occupations are likely to be affected by full automation, thus curbing job dismissals – which are often cited as the main risk of the automation trend. Instead, industry experts are discussing the “partial automation potential” concept and estimate that more than 50% of job responsibilities of today’s global labour force can be automated by adapting contemporary technologies, amounting to over $15 trillion in wages.

In the field service management (FSM) industry, to keep up with customer demands, field service organisations are refining, expediting and automating service processes, using automated dispatch and scheduling software to adjust and balance resources and manage the growing number of jobs, technicians and customers.

Dispatchers work closely together with the system, leading the more face-front work and leaving the technical, tedious work to the automation-enabled software – and this results in the following benefits and outcomes.

Finding the Perfect Fit

With the help of automated dispatch and scheduling, service providers can review historical customer information at-a-glance and send out the best-fit technician with the proper skill set and tools, resulting in the quickest match and an excellent experience for all partners involved.

Having a technician on-the-job without the proper equipment and expertise can damage the relationship between the customer and technician, and can lead to many inconveniences when chasing down the potential solution. Field service organizations can deploy the automated system for both short-term projects, as well as long-cycle projects, which requires a complex calculation and organization of specific resources over an extended period.

"Automated dispatch and scheduling projects enable the best possible utilisation of all available resources, resulting in simplifying the dispatching process..."

Automated dispatch and scheduling projects enable the best possible utilisation of all available resources, resulting in simplifying the dispatching process, increasing first-time fix rate, and elevating efficiency and productivity (which translates directly into a sizable return on investments).

By providing relevant details to technicians in the field, while they are in the middle of scheduling future appointments and managing various projects, field service organisations will notice smoother and swifter operations.

Flexible Mobility and Real-time Results

Customer satisfaction extends far beyond the purchase of machines and devices, as the increasing shift towards a mobile-enabled, connected world has conditioned end-users to expect delivery of products and services in realtime.

People do not have time to wait around for a technician set to arrive sometime within an 8-hour time-frame; with the help of up-to-date, automated status reports via mobile devices (including phones, tablets and more), customers are supported as conveniently as possible.

An automated system also benefits the technicians, as they can receive real-time information on their schedules, directly to their mobile device. If a colleague is unable to perform a project or task, the automated software dispatches the adequate person to the assignment and eliminates the tasks of heading to the back office to get assignments or manually checking the best route to appointments.

Before automation, administrative staff were dependent on a labour-intensive process and inefficient combination of spreadsheets and geographic expertise of schedulers to get engineers where and when they needed to go.

Automated dispatching and scheduling gets the right people to the right place, on time, and with the parts they need – and enables organizations to transmit critical information much faster and more efficiently than before.

This leads to improved field service operations on a local, national and international scale, which results in the ultimate goal: an enriched customer experience.

Manuel Grenacher is CEO, Coresystems

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In addition to the smooth transition toward an outcome-based business model, the organisation-wide and bottom line benefits of automating asset and service data collection and utilisation are vast. The benefits are perhaps no clearer than when it comes to achieving minimal unplanned downtime, where over nine in ten (94%) respondents report that the automated collection and utilisation of asset service data will be absolutely fundamental or an important factor in actually achieving this asset specific benefit. A similar proportion (91%) report the same for improved first-time fix rates.

Plugging the Holes – Revenue Leakage

Further to this, 82% believe that automating asset and service data processes will be pivotal when it comes to lower leakages, and contract leakage is something that is causing a great deal of damage to organisations currently.

On average, respondents’ organisations are undertaking 187,470 work orders per year, but an estimated 8.34% (17,542 work orders1 ) of these work orders are left unaccounted for by engineers according to those respondents who know how many are carried out on a yearly basis. This can lead to huge financial deficits and wasted resources and is clearly a problem that organisations should be taking notice of if they want to remain financially viable.

The issue of contract leakage is proving particularly problematic for organisations in the oil and gas, and telecoms sectors – on average, respondents from the oil and gas sector report that their organisation carries out 228,261 work orders on a yearly basis, and those in the telecoms sector are undertaking 213,424 work orders. The level of contract leakage in organisations from these two sectors is staggering. The respondents from the telecoms sector who know the number of work orders being carried out per year, report an average leakage of 9.64% (26,321 work orders), and this is only slightly lower at 9.41% (23,093 work orders) according to those from oil and gas. It seems unthinkable that organisations are unaware of such a gaping hole in their business, and it raises the question of what else could they be missing?

The process of automating asset and service data practices will not only benefit those involved in keeping track of work orders but can have wider reaching benefits as well, exemplified by the 84% of respondents who agree that the successful utilisation of asset data can positively impact all areas of the business. The specific departments that are expected to benefit include, but are not limited to, sales (38%) and marketing (37%) who will be able to better leverage customer usage behaviour, finance (33%) who will be able to provide more accurate billing, and even corporate social responsibility (27%) who will be able to monitor the environmental impacts of assets more effectively.

Bottom Line Benefits: Double-Digit Revenue Growth

While these organisation-wide benefits are impossible to ignore, the truly jaw-dropping potential of automating the collection, aggregation and analysis of asset and service data comes from the bottom line benefits. On average, respondents estimate that this process and using it to drive new marketing, sales and financing models can increase their organisation’s revenue by 14.15% over the next 12 months. In addition, it is thought that operational costs could be reduced by as much as 12.03%, on average.

[quote float="left"]An increase in revenue and decrease in operational costs can only lead to one thing – increasing profit margins.[/quote]An increase in revenue and decrease in operational costs can only lead to one thing – increasing profit margins.

The figures around revenue and operational costs show slight variation by region, with those in the US and MENAT particularly confident about the revenue increases that their organisations will witness – average increases of 15.67% and 15.43% are forecast respectively. Furthermore, those from the MENAT region are almost equally as bullish about the prospects of reducing their operational costs, predicting an average reduction of 14.21%. This is likely to be at least in part down to organisations in the MENAT region starting with a clean slate – the region is currently booming with new business and they are less likely than their counterparts in Europe or the US to have existing legacy technologies in place which would slow down any transition towards the automation of processes. This, in turn, means that they can begin to witness the financial benefits almost immediately – exciting times for the MENAT region providing that any transition is rigorously planned and diligently implemented.

Predicted financial benefits over the next 12 months

Another key way of making money is to improve cash flow and automating the collection and utilisation of asset and service data can also assist in this domain – over eight in ten (83%) respondents believe that the automatic collection, aggregation and analysis of asset service data could have a positive impact on their organisation’s cash flow over the next 12 months.

But what about return on investment?

Ultimately organisations are going to have to spend a fairly significant amount of money on the automation of asset and service data processes which might put some businesses off, but if the reward outweighs the risk then this is surely going to be a worthwhile expenditure.

Strong RoI

When taking into account all of the benefits that their organisation could experience, respondents believe that for every $1 they invest in ensuring that they can automatically collect, aggregate and analyse asset service data they would expect a return of $4.44, on average. Respondents from organisations in the US are even more convinced about the possible returns that they could experience, believing that this figure could soar as high as $5.29. The potential returns dwarf the initial outlay and it is hard to imagine a stronger case for investing in this process in order to guarantee a better future for organisations.

These financial benefits all culminate in enhanced competitiveness within the industry, and 87% of respondents agree that the automatic collection and utilisation of asset service data will have a positive impact on their organisation’s ability to remain competitive in their sector.

This is crucial because the more that organisations across the globe begin to realise the value that this process can bring the more that asset and service data will be used, explaining why the vast majority (86%) of respondents agree that the more asset service data is used, the more value it brings to the organisation.

A success loop will inevitably be created, opening the door for those who are brave enough to take those initial steps to get a jump on the competition and put themselves out there as leaders in their industry.

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ClickSoftware, the leading provider of field service management software, has announced a number of new customer wins and updates from the second quarter of 2018.

The company announced several new customers in a range of industries and geographies, including Enbridge Gas New Brunswick, Lloyds Pharmacy Clinical Home, IFM Restoration, and Lattelecom, as well other leading service companies. In the most recent quarter, ClickSoftware also signed a new agreement with a longtime partner, Diabsolut FSM, to resell its cloud-based field service management product, Click Field Service Edge in North America.

In May, the company enhanced its flagship offering, Click Field Service Edge, to further improve efficiency and effectiveness on the day of service by uniquely incorporating real-time traffic data into the scheduling process. Field Service Edge now automatically updates the schedule if an unexpected event impacts the planned route to the next task, such as a traffic accident or road closure, and proactively incorporates live traffic conditions whenever schedules are updated to further increase efficiency and operational insight.

“Field service today requires unprecedented agility to achieve service levels that both exceed customer expectations and are cost effective for the business,” said Mark Cattini, CEO of ClickSoftware. “Delivering measurable impact to service businesses is only possible through a combination of real-world experience and state-of-the-art computer science, and we are delighted to see our customers validating our approach.”

In March, ClickSoftware received industry recognition from Gartner, with the highest product score for the “High-Volume and Volatile Schedules” use case in Gartner’s 2017 Critical Capabilities for Field Service Management* report.

“We believe the achievement reflects the company’s commitment to delivering solutions that enable service organizations to predict and plan for exceptional customer experiences,” said Cattini.

*Gartner, Critical Capabilities for Field Service Management, Jim Robinson, Jason Wong, Michael Maoz, March 27, 2018

Note: Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

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ServiceMax from GE Digital, a leading provider of field service software, today announced a major new release of Predix ServiceMax Field Service Management (FSM), a next-generation field service offering that brings new ways of working to all professionals in service delivery. Recognized as one of the most comprehensive and visionary FSM solutions, the newest ServiceMax offering gives service technicians greater autonomy, empowers dispatchers with more robust decision-making tools, and helps companies better plan and execute complex service projects.

“By delivering innovative field service solutions, our customers are able to achieve higher service efficiency and a better experience for their customers – while remaining competitive in an increasingly crowded market,” said Scott Berg, CEO, ServiceMax from GE Digital. “Responding to evolving customer needs and executing on our long-standing commitment to service innovation and thought leadership, we are excited to introduce our next-generation field service solution.”

Leading the market in customer response, ServiceMax FSM 18.3 addresses three key pillars in next-generation field service work, including technician autonomy, dispatcher empowerment and complex work execution.

Granting Technicians Greater Autonomy

Traditionally, technicians receive guidance from a central dispatch in a linear and prescriptive manner. As the face to customers, field service engineers need the flexibility to make decisions that best serve customer needs. Giving technicians and contractors the ability to make autonomous decisions on a mobile device without depending on the central dispatch supports more confident and effective execution of work – ultimately helping them be more responsive to customer needs.

ServiceMax FSM 18.3 is the company’s fourth-generation mobile application and the culmination of its history and experience in empowering and enabling service technicians. Today’s service operations rely increasingly on combinations of third-party and on-staff service teams, requiring a higher grade of usability, easy adoption and a variety of mobile devices. This new release represents a consumer-style field service mobile app running on the device of their choice.

Empowering the Dispatcher

Additionally, service organizations have evolved the role of service dispatchers. Most do not plan to replace their dispatchers with automated scheduling algorithms – but they do want to free them from the mundane task of day-to-day scheduling to focus on complex, strategic decision making. To support this, ServiceMax FSM 18.3 gives dispatchers tools to be more effective – with software serving up recommendations at every step.

Where dispatchers previously relied on their experience and intuition about how to deploy technicians, this FSM offering delivers a new user experience for the dispatchers and planners called Service Board. Featuring an intuitive UI and significant added functionality over the existing Dispatch Console, the Service Board adds new features that support more efficient planning, scheduling and dispatching. This solution gives dispatchers the flexibility to deal with escalations or problems, focusing on more sophisticated work where human decision making is required.

Addressing Complex Work

Not all types of service jobs are the same; they range from short duration and low complexity, such as cable TV installations in the consumer world, too much more complex and sophisticated service calls, as in the manufacturing and energy space. Major projects – overhauls, equipment decommissioning, installations and upgrades – can be highly complex. Additionally, industries such as power and utilities, aviation, and oil and gas must follow strict regulatory requirements. As service organizations look to expand their service offerings, they must be able to effectively manage service jobs that span multiple days, require multiple technicians, and even work done in multiple shifts. ServiceMax FSM 18.3 offers a new way of solving these challenges.

The new FSM solution helps service organizations scale this complex work, giving companies the ability to define standard or complex shift plans. This includes jobs with multiple technician skill sets, management of multiple resources, and situations when technicians must work on a job for days rather than hours. Additionally, FSM 18.3 can incorporate data from predictive maintenance software, such as GE Digital’s Predix Asset Performance Management, giving companies greater understanding of an equipment condition for highly complex assets.

“It is no longer working to just focus on ‘what’s wrong’ when delivering service in the field. Smart service organizations are working to focus on what RIGHT looks like for the customer, delivering reliable uptime rather than just fast response and resolution times” says Vele Galovski, VP of Field Services Research for the Technology Services Industry Association (TSIA). “To accomplish that, you need to really empower your employees with the right tools that help them get their jobs done. ServiceMax’s new capabilities capitalize on this trend, and it is great to see ServiceMax, now as part of GE, continue to focus on features that matter for our field service members.”

Availability

The new capabilities introduced in ServiceMax FSM 18.3 are currently available in beta. During this beta period, ServiceMax is working closely with select customers to refine use cases and the product experience, after which the features will become generally available in the first quarter of 2019. For more details about ServiceMax FSM 18.3, click here.

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Kris Oldland, Editor-in-Chief, Field Service News is joined by Michael Smythe and Alice Walton from eBecs as they discuss how their clients are using their site assessment survey tool to collect key data from the field when their field service engineers are on site...

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