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This article first published on the HSO blog offers five crucial steps that field service companies can take to get a better handle on the core processes of field service delivery...

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It’s a no-brainer that a flawless service process contributes to higher customer satisfaction and increased service revenues.
But how do you ensure fast and accurate invoicing, service technicians who are always well equipped to solve the problem at hand, and that the right resources are in the right place at the right time? This blog outlines 5 steps to an optimised service process with Microsoft Dynamics 365 for Field Service. 

 

Optimised field service scheduling:

When a visit by a technical field service engineer doesn’t go as planned for one reason or another, money is lost. The five most common reasons why a service is not completed on the first visit are: 

• The right part is not available
• The customer or the equipment is not ready for the service
• The diagnosis already made appears incorrect on site
• The field service engineer does not have the right skills
• The solution was temporary
• The above problems cost the service company money, the field service engineer time and the customer’s patience and satisfaction. Microsoft Dynamics for Field Service offers you Resource Scheduling Optimisation functionality that allows Field Service engineers to be scheduled according to the location, time, customer SLA, personal preferences of the customer and the right skills for the job.

The schedule can be viewed via a mobile device and includes optimised routes that the engineers should take. When a change is made to the schedule, because, for example, there is an unexpected job that requires someone with specific skills, the Field Service engineer receives a notification with a new route. This means that the right person is always at the right place. When the job is completed, a new job is automatically set up. As a result, the time of the Field Service engineer is optimally utilised and no time is lost. Projects can also be planned via the schedule board. When, for example, 50 boilers need to be replaced, it is useful to have a good overview of all available Field Service engineers, based on which the schedule is created as efficiently as possible, taking into account the individual’s workload. In this way, an optimised schedule is automatically drawn up, which dynamically responds to the customer, the Field Service engineer and the company. 

 

Authorise & mobilise Field Service engineer:

Field Service employees often feel alone on the job or do not have access to the right information to solve a customer problem. They want to take control and have insight into the job. When you let your Field Service engineers go ‘mobile’, the company benefits from: 

• On-time appointments through the optimised schedules and routes.
• Case history & instructions: all information about the customer is at hand and when necessary insight into all the steps to complete the task.
• Work order completion: the Field Service engineer can take photos of the finished job, collect a customer signature and even handle the payment.

The process surrounding the purchase of new parts with Field Service has also been optimised. If for example, a certain part is required for the job, the Field Service engineer can order the correct part directly. The purchase page can be chosen to ‘send to ERP’, as a result of which the order will immediately appear in the ERP system of the company. When a certain purchase amount has been preapproved, approval for the purchase can be given immediately, so that the part is immediately ordered. This makes the process more efficient and eliminates unnecessary waiting times. Mobility is a game changer within Field Service and allows for greater flexibility in the field. The possibility of a complete overview of the customer and real-time guidance is necessary for the independent appointment of the Field Service engineer and the optimisation of the customer relationship.

 

Using Machine Learning and the IoT in Field Service:

If your car breaks down, it would be handy if your car could indicate what exactly is wrong. This would save a lot of valuable time. This is possible with machine learning – keep track of which customers or machines often have problems, what the problems are, what solutions have been put forward and which ones were effective. If, for example, it becomes clear that the same solution is always effective for a specific customer, then in the future, the problem can be solved in advance by the Field Service engineer with the right skills or even by providing the right directions remotely. With Field Service you can make optimum use of the opportunities offered by Internet of Things devices. Through optimal application, problems are predicted before downtime occurs and before the customer is affected by the problem. With Field Service you can: 

• Detect and resolve problems before the customer knows about it and only deploy a Field Service engineer when needed.
• Use predictive maintenance effortlessly: repair, clean or replace parts when necessary instead of using a fixed maintenance schedule.
• Automatically adjust work orders and assign these to the correct Field Service engineer, when self-healing steps do not solve the problem.

 

Optimal use of the cloud with the Azure IoT Suite:

What exactly is the Azure IoT Suite? Let’s take a step back and start with the problem for which it was designed. We are currently experiencing tremendous growth in IoT solutions, but why now? The answer to this question is simple: the advantages of IoT solutions start to outweigh the costs that are incurred to implement it. The complex layout of IoT is pricey since you have to have sensors that safely send all data, the data has to be stored, processed and analysed and finally presented to the end user in a clear way.Today, the hardware is already much more affordable and the connectivity is cheaper. The Azure IoT Suite is a set of different technologies brought together in one tool in the cloud. What’s in this tool? 

• Data storage
• Data analytics
• Stream processing
• Predictive analytics
• Workflow automation
• Dashboarding

 Everything you need for optimal use of the cloud. 

 

Customer relationship optimisation:

In 2016, 62% of consumers worldwide indicated they would no longer do business with a brand due to a single bad experience that has taken place with customer service. This highlights the importance of excellent customer service.  With Customer Communications, Field Service helps you to retain your customers by providing optimal service, insight and by involving them in the processes: 

• Companies must gain insight and control the entire customer journey across all touchpoints.
• Maintaining the customer relationship should no longer be a statistical, ‘one-size fits all model’, but should be personalised for each customer.
• Companies have to meet the customer on their preferred channel (e-mail, chat, social media, web, telephone, shop, etc.).

 

And perhaps most importantly: the customer service doesn’t end with a single transaction, it is important to build a long-term relationship. In addition, real-time up-to-date stock management is a must. Poor stock management is, in addition to being a drain on the profitability of a company, an irritation point for the customer. With Customer Communications you always ensure an optimally personalised, proactive and predictive approach to the customer. That is what the customer wants from you nowadays and what companies have to offer.

This article first published on the HSO blog offers some key insight for field service organisations that are keen to empower their field service operation with automated field service scheduling...

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Follow the HSO blog by visiting https://www.hso.com/en-gb/blog/

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Few companies can remain competitive in today’s field service environment without effective management of time, costs and resources. Despite this, a staggering 52% of field service companies still coordinate work and perform functions manually[i]. The adoption of dynamic, automated scheduling software can free up time to concentrate on team development and maximising revenue. In this blog we share the benefits of, and the pain points eradicated by using automated field service scheduling tools.

 

Management of unexpected changes

No matter how carefully a schedule is planned, unexpected and last-minute changes can occur. Automated software solutions can minimise these risks, while maximising efficiencies. Re-optimisation happens in real time when changes occur, giving both the employee and customer an immediate update, even down to a specific time slot for an engineer’s arrival. With 89% of customers preferring an ‘Uber like” service for tracking technician arrivals[ii], it’s something that will delight customers and increase brand perception.

 

Utilising Graphical User Interfaces (GUI’s)

GUI’s are a popular way to manage resources for the field service industry, not least because it’s a quick and easy way to deal with large amounts of data. Using Microsoft Dynamics 365, team managers can use a calendar style view, showing each technician’s day, jobs and skill set, along with a map view for both staff and call out locations. It’s predicted that by 2020, more than 75% of field service organisations with over 50 users will deploy mobile apps that go beyond simplified data collection and add capabilities that help technicians succeed[iii]. These field operatives can benefit from a mobile app showing location and fastest route, customer assets and service history of the equipment needing attention.

 

Automating decisions using parameters

As well as helping to efficiently book service calls to your customers, automated scheduling software also knows when not to book an appointment. Customer satisfaction can quickly evaporate if technicians don’t have either the skill set or parts required to complete the job. Harnessing data on part availability and employee skills can ensure the right person with the right skill set and equipment is in place at your customer’s site, first time. This also translates into a reduction in repeat call outs and a much improved customer experience.

 

Effective reduction of waste

Time spent by employees travelling to customer sites comes at a cost to your business. They are on the clock during this time and yet it’s not a billable event for your customers. That’s where automated route and traffic mapping can help, like Microsoft’s Resource Scheduling Optimisation. Instant calculations occur, allowing the best available engineer to be selected and routed directly to the customer site – assisted by a simple drag and drop interface for work orders. This not only saves employees’ time, but also wear and tear on a fleet of vehicles and gives a measurable reduction in fuel costs.   .

 

Improving staff morale

Many Engineers like driving, but they all know it is inherently un-productive. What they really want to do is spend their time working on customer-sites. The reduction in the travel-to-work time ratio achieved by a well optimised schedule increases job-satisfaction levels for field personnelAs the global field service market is expected to reach $4.45 billion by 2020[iv], companies that adopt automation will reap the rewards.

From filling shifts in the event of unplanned absences to managing budgets, anticipating scheduling needs to maximising productivity; embracing the right solutions can reduce costs and mitigate lost revenues; while enhancing worker mobility and improving organisational performance.View our infographic about “A Day in the Life of a Field Service Engineer”  with HSO Advanced Field Service.

For more information about the benefits of automated field service scheduling please contact HSO. 

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[i] https://www.servicepower.com/blog/top-5-field-service-industry-trends-for-2018

[ii] https://www.reachoutsuite.com/field-service-management-stats-and-trends-2018/

[iii] https://blog.capterra.com/10-field-service-statistics-to-keep-you-in-the-know/

[iv] https://www.reachoutsuite.com/field-service-management-stats-and-trends-2018/

Kris Oldland, Editor-in-Chief, Field Service News talks to Jo Cherriman, Director Surefire about how having implemented a new field service management solution they have been able to better align their service and sales operations...

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Find out more about Surefire @ www.surefire.com  

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The UK Service Community is a group of professionals who are passionate about service and believe in sharing ideas and experiences in order to improve. It is a community in the true sense of the word in that there is no legal entity, no sponsors, no sales pitch, no exchange of money.

Yes, it is free and no-one gets paid! Members give their time, their expertise or facilities so that we have the opportunity to talk, share and learn from our peers who operate in a whole range of industry sectors.

The Service Community generally has two half-day meetings per year which are generally attended by between 30-50 professionals. Recently we have been at GE Power in Stafford, the Institute of Manufacturing at Cambridge University and at Konica Minolta’s London HQ. We have had speakers from small SME’s, to the largest and best of UK industrial businesses, including buyers of Advanced Services such as the Ministry of Defence.

Generally we run the meetings from 11-4pm, including lunch, with an opportunity to listen and discuss 4-5 topics plus lots of opportunities for informal discussions with your peers. The discussions range across 5 broad areas, so there is always something of interest:

 

• Service Sales & Customer Success
• Operational Improvement
• Achieving Transformation & Change
• Leveraging Technology to achieve growth
• Leadership in Service

 

With this informality, yet access to the very best industrial thinking, the discussions run deeper and more intimate than one usually might find at networking events. To get an idea of the topics we cover and the speakers, have a look at the Service Community website on www.service-community.uk

First started in 2012 the community has grown to over 240 members, despite losing the founder of the community Steve Downton to cancer. His philosophy has been taken forward by a loose collection of service professional, including a number of senior leaders from Pitney Bowes, Elekta and Fujitsu, as well as ourselves. The membership is extremely varied across a wide range of industries and includes practitioners, consultants and solution providers.

At our next event at Renishaw new HQ near Gloucestershire, we are taking the community to a new part of the country with an agenda that will be to promote discussion through smaller groups of people to discuss common problems in the industry.

As with any community, the energy comes from its membership, so we are always interested in new ideas, or people who want to get involved.

If you believe that talking with peers is one of the best ways to improve your performance, then you can register for our next event at https://www.eventbrite.co.uk/e/uk-service-community-at-renishaw-tickets-52993610315

Or if you are interested in talking or even getting involved, please contact us at info@service-community.uk

 

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Technology buyers are in favour of spreading the cost of equipping their mobile workforces with notebooks, tablets and handheld devices, the latest research reveals.

78% of UK technology buyers said they would be interested in a subscription-based solution to equip mobile workforces.

Currently, buyers say their top considerations when purchasing mobile devices for their workforce are cost (72%) and life expectancy of the product (54%). Yet the majority of buyers still expect to replace their mobile workforces’ devices every 2-3 years.

Buyers said an “As a Service” approach for mobile hardware, as opposed to paying out in advance with a large, one-off capital expenditure, would help them to purchase up to date technology more quickly (54%), manage costs better (49%) and free up budget to purchase more accessories (34%).

 

"53% said it would help them to maintain and dispose of devices more effectively and 33% agreed it would be a more secure way of disposing of mobile technology..."

 

The new approach of payments for hardware spread over three years at 0% interest, with helpdesk support and secure, end of life disposal was also attractive to buyers for reasons beyond cash flow. 53% said it would help them to maintain and dispose of devices more effectively and 33% agreed it would be a more secure way of disposing of mobile technology.

The service elements buyers most wanted to be included in the subscription model were a three-year warranty (65%), a payment plan with 0% interest (46%), and delivery of devices straight to the workplace (46%). Optional extras they were keen to see offered included Insurance (45%), extended standard warranty (43%), accidental damage warranty (43%), accessories (39%), specialist software applications (34%) and a trade-in programme (34%).

Despite the enthusiasm for the service, 69% of buyers were unaware of companies offering the service-based solution with 0% interest.

The independent research, carried out by Opinion Matters on behalf of Panasonic Toughbook, questioned 250 UK technology buyers of notebooks, tablets and handheld devices for mobile workforces.

“With the rapid advances in design and functionality of mobile devices and the resulting productivity gains for mobile workforces, businesses are keen to keep up to date with the latest developments,” said Kevin Jones, Managing Director for the Panasonic Mobile Solution Business in Europe. “This is resulting in an expensive capital expenditure every two-three years. But buyers are telling us that they would much rather move to a new subscription-based model, similar to the growing popularity of software as a service. Panasonic’s new Toughbook as a Service Solution helps our current and future customers overcome this challenge.”

 

Toughbook as a Service

Panasonic launched its new Toughbook-as-a-Service (TaaS) earlier this year. It’s a unique, interest-free, monthly payment model for rugged devices. Businesses can now equip their mobile workforces with any rugged Panasonic Toughbook notebook, tablet or handheld device without having to worry about large upfront costs in capital expenditure.

Toughbook-as-a-Service is an end-to-end subscription, powered by European digital services provider, Econocom. It allows companies to pay for their Toughbook devices monthly, over a three-year period. Uniquely TaaS subscribers pay the same as a cash purchase, even though payments are spread over a longer term - eliminating the need for large upfront costs and allowing organisations to benefit from an OPEX-based solution rather than CAPEX.

 

"Toughbook-as-a-Service is an end-to-end subscription, powered by European digital services provider, Econocom..."

 

TaaS solutions include access to Panasonic Toughbook devices, delivery, 3-year warranty, helpdesk support, and end-of-life services such as collection, recycling and data wiping. As well as the rugged hardware, customers can choose to add into the monthly payment, on the same 0% interest terms*, options for their solution including vehicle mounts, docking stations, specialist software applications and other device accessories, as well as extended and accidental damage warranties.

Customers can also choose to personalise their TaaS subscription with a number of optional extras, including a trade-in programme, which allows businesses to upgrade their technology without losing the value of their existing estate. TaaS also provides the ability to bundle in airtime, MDM and data analytics, for example. 

* TaaS is a 0% finance OPEX solution, including up to 20% soft costs. If the transaction requires more than 20% soft costs/software, the interest rate over 3 years will be higher.

 

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The rapid proliferation of service-based models, including Software-as-a-Service (SaaS) and asset management, is attracting new market participants to the analytical instrumentation space. In just a few years, analytical SaaS instrumentation and cloud-based alternatives to legacy solutions will dominate the industrial sector due to the shift in customer focus from instrumentation features to the ways in which the technology can help enhance business outcomes.

"As the data collected from instruments can potentially deliver more value than the hardware, there is high demand for analytical instruments that mine data and convert it into actionable insights,” said Mariano Kimbara, Senior Industry Analyst, Industrial Group at Frost & Sullivan.

"Consequently, service providers are delivering software solutions that help digitize lab operations by intelligently connecting people, processes, data, and instruments. These solutions will allow users to target services more strategically, better utilize assets, reduce downtime, and plan program schedules."

Frost & Sullivan’s recent analysis, Advanced Services in the Analytical Instrumentation Market, Forecast to 2022, identifies new areas of advanced services, including asset management services, radio frequency identification (RFID) inventory control services, laboratory intelligence services, consulting services, and compliance services. It also offers a deep dive into new data-driven business models.

For further information on this analysis, please visit: http://frost.ly/2ze

"In the current connected era of continual business transformation, there is an intense need to consolidate all work order management activity into a unified, automated data platform to optimize costs," noted Kimbara. "System vendors are, therefore, offering new, unified platforms that remove organizational silos and ensure connections among cross-functional divisions, linking sales, procurement, finance, logistics, suppliers, and scientists."

In addition to developing integrated service capabilities, market vendors could explore the growth opportunities present in:

 

• Delivering an OPEX model. Create an asset management service that increases visibility into the condition of existing assets.
• Shifting from a reactive business model to a proactive business model. A central data platform with automated allocation of instruments and inventory based on project demand and timelines can help anticipate events and lower costs.
• Tapping opportunities to cross-sell. The growth of asset management services could lead to revenue opportunities from rental services.
• Delivering offline and online measurement services. They can expand service lines through partnerships with software analytics providers.
• Making available expert, multi-vendor instruments service support for instruments in the entire laboratory.

 

Advanced Services in the Analytical Instrumentation Market, Forecast to 2022 is part of Frost & Sullivan’s global Test & Measurement Growth Partnership Service program.

 

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