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Key Retirement Group (KR Group) have implemented FLS VISITOUR optimised appointment booking and scheduling software from Fast Lean Smart for their field-based advisors.

Results achieved have included attending appointments sooner, reducing mileage and travel, and increased capacity to attend more appointments per Advisor.

Darren Halliwell, Chief Technology Officer at KR Group explains “Our process for arranging customer visits was laborious and often made poor utilisation of Advisors time. Our key focus is to attend appointments in a timely manner that supports our customer needs via a two-stage face-to-face process; a first meeting and then follow-ups. For this to be achieved with the same Advisor often caused ineffective use of resources and delays to other potential customer visits.”

Selection of FLS and No-Commitment Trial

Darren continues “We chose to work with FLS as we had confidence in their offering and approach to proving the benefits with relatively low investment of both time and resource. They were initially recommended by a Microsoft Dynamics partner due to their expertise working with CRM and we were impressed with the feedback from reference customers they provided.”

The results were compelling and KR quickly decided to take advantage of the FLS offer of a SaaS “try before you buy” live system trial.Working together, KR Group and FLS completed an initial scheduling test using FLS VISITOUR and historical data to compare with their current process. The results were compelling and KR quickly decided to take advantage of the FLS offer of a SaaS “try before you buy” live system trial.

The agile implementation approach meant the trial could be live within 2 weeks. The trial immediately showed positive results and was extended from the North-West region to include London which had different travel challenges.

“Though the trial was not a fully integrated system, we quickly began to realise the advantages that FLS VISITOUR offered for cost and efficiency savings and, most importantly, in terms of customer convenience and satisfaction. The benefits achieved, including quicker response times, higher appointment availability and reduced travel costs, led to the whole business wanting to positively embrace FLS VISITOUR for our face-to-face Equity Release Advisors and with real potential for other areas of the business”.

FLS VISITOUR and Microsoft Dynamics Integration

Through the successful trial, KR Group had the reassurance of knowing their ROI and end results were as expected and the decision was made to deploy as soon as possible.

FLS worked with KR Group’s Microsoft Dynamics partner and within a few weeks the integration between FLS VISITOUR and Microsoft Dynamics was live and the solution rapidly rolled out to all users. The Call Centre was consequently able to operate purely with Dynamics to manage appointments while allowing team managers to use FLS VISITOUR’s advanced scheduling and route optimisation features.

Field-based follow-up appointment booking with FLS MOBILE

As a second phase of the rollout, FLS VISITOUR’s mobile app was put in place for field-based advisors meaning they could offer the follow-on appointment at the conclusion of the first, confident in the knowledge that their time would still be used efficiently with the least possible travel and cost, while meeting the needs of the customer they are with at the time.

The Results!

Darren concludes “The integration and implementation project was an excellent success and has delivered our objectives.

We have a more efficient team delivering lower cost appointments with increased flexibility for customer convenience and satisfactionWe have a more efficient team delivering lower cost appointments with increased flexibility for customer convenience and satisfaction. The VISITOUR technology does exactly what was proposed to us and we have built an excellent working relationship with FLS. I would not hesitate to choose the same solution if starting again.”

Chris Welsh, UK Sales Director for FLS comments “It has been very pleasing to work with Key Retirement and hear such positive feedback from management, call centre and field users alike. Optimised appointment booking and real-time scheduling is not just for engineers and this is a great case in point.”

 

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FLS, Fast Lean Smart, a leader in field force appointment, schedule and route optimisation solutions, has recently announced the results of its annual customer satisfaction survey in the UK.

Jeremy Squire, FLS UK Managing Director comments “Outstanding customer satisfaction is what our customers strive to achieve from their field service operations and I believe we should be setting the right example”.

FLS customers include leaders in equipment maintenance, utilities/telecoms, healthcare, financial services/insurance claims, facilities management/property maintenance, engineering compliance inspections, retail home deliveries and more. In December 2017, FLS UK surveyed every live customer it supports directly with two key questions.

The first question was very direct “How do you rate the service you receive from FLS support? (1 - 10)”. The result was an average score of 9.3.The first question was very direct “How do you rate the service you receive from FLS support? (1 - 10)”. The result was an average score of 9.3.

The second was a Net Promotor Score (NPS) styled question “How likely is it that you would recommend FLS VISITOUR to a friend who has a similar scheduling requirement? (0 - 10)”

Using the standard formula for detractors (range 0-6), passives (7-8), promoters (9-10), there was no need for a complex calculation because every customer was a promoter for FLS VISITOUR scheduling solution, the NPS score was the maximum 100!

Best in class

Jeremy Squire reflects “I feel very proud of my team for the satisfaction they are delivering and the fact every customer would recommend us is possibly unique in this market. Our strategy will continue to focus on innovation and our customer on-going success using FLS scheduling software, and to build our business through recommendations.”

Jeremy concludes “This proves real-time scheduling and route optimisation solutions really can work well for a wide range of field service businesses, you’ve just got to choose the right technology and partner to work with”.

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REWE Markt GmbH, with more than 3,000 REWE locations and 90,000 employees, ranks among the leading corporations in the German food retail business.

REWE is not only a big player as a brick and mortar retailer, but it is also a leading online pioneer with the establishment of an online supermarket which offers delivery services. Since its opening in 2011, it has grown to reach roughly 40 percent of German households. Those customers are served from 30 locations that deliver to more than 75 cities and their suburban areas.

The challenge

“We strive to offer our customers supreme service, regardless whether it is on site at the supermarket or online“ says Dr. Johannes Steegmann, Director of Marketing, Strategy and Ventures at REWE Digital GmbH. REWE delivery service offers a large selection of the products of the brick and mortar supermarkets. REWE’s mission as well as it’s challenge is to get the merchandise to the customer’s doorstep at peak quality and promptly within the requested delivery window.

The solution

To ensure and further improve customer satisfaction while growing and expanding service, REWE decided in 2015 to implement new software for planning the routes of their delivery vehicles. Its main objective is to optimise timely fulfilment within short delivery windows. For that purpose, the software must be able to consider real-time components such as heavy traffic or varying idleness in its planning. The technology must be flexible to be customised to REWE’s delivery service, specifically providing scalability as well as customisation and interfacing with other systems.

The decisive factors for choosing FLS, Fast Lean Smart, as their software partner were the flexibility of the FLS software solutions VISITOUR and FLS MOBILE as well as the performance of their PowerOpt algorithm and cost based calculations.

Customer friendly delivery windows

Customers make their purchase at the online shop on the website or with the REWE delivery service app, then they decide their delivery window which can be set up to 13 days in advance.  The choices are either short 2-hour delivery windows or half-day windows. The available appointments are provided via direct real-time interface with FLS VISITOUR.

FLS VISITOUR calculates an optimised virtual constellation route and instantly knows the relative cost of each possible time-slot given existing delivery commitments. REWE are able to provide not only high quality and reliable customer service, but also ensure a cost-efficient line-up of delivery appointments for the company. As soon as customers choose and confirm their delivery date and time, those appointments are added to the route planning, optimised with “what-if-when” considerations. FLS VISITOUR calculates routes in real-time and to street level detail and, despite the high user count and large offering of delivery slots, the software proves its enormous computing capacity.

Mobile App for real-time communication

Drivers receive their route data on their mobile app FLS MOBILE. Drivers then report their status back to FLS VISITOUR via the app and inform when deliveries have been completed. That way, central planning always has a real-time update on the status of all deliveries.

The benefits

“We are constantly developing new standards across all processes along the supply chain, as we aim to fulfil our customers’ requests even better “, says Jörg Unruh, Director of Logistics at REWE Digital. He is convinced: “The decision to use FLS VISITOUR and FLS MOBILE for scheduling and route planning was right on the mark. Furthermore, the software helps us as it simplifies processes and delivers consistent performance. Here, we can count on FLS as our reliable partner."

Awards for the online delivery service confirm that REWE keeps its promises to its customers. In 2015 the IT magazine “CHIP “named REWE delivery service “Best online delivery service” with significant lead ahead of the competition. In spring 2016 the “ComputerBild” magazine reached the same conclusion and to top it all REWE was crowned best multi-channel provider by the business press “Internet World Business” during their Shop Awards.

FLS has come to know the REWE delivery service as a nimble enterprise and this creates ideal conditions for partnership and to respond to the demands of the business model together with innovative solutions.

“On-line food retail is a high volume business and giving the best customer experience is key to brand loyalty. FLS VISITOUR real-time service optimisation technology has proven flexible to meet the needs of one of Europe’s largest retailers.”, commented Jeremy Squire, FLS UK Managing Director, “We enjoy an excellent partnership with REWE and have long term commitment to stretching the boundaries for customer service excellence in combination with operational efficiencies”

Highlights:

• Cost optimisation in route planning
• High scalability without sacrificing performance

Benefits:

• Considerable improvement of the appointment planning with simultaneous increase
  in cost efficiency
• Automation and simplification of route planning processes
• Ensuring the operative growth through transparency and continuous performance
• Seamless connection of the appointment portal for the customers and the operative
  route planning

 

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Kris Oldland, Editor-in-Chief, Field Service News talks to Jeremy Squire of Fast Lean Smart about when a best-of-breed scheduling solution can be the right option over a broader, more generic Field Service Management platform as well as what types of field service companies will benefit from optimised scheduling.

Three of the largest insurance companies in the UK and Europe have deployed FLS’ appointment scheduling software to improve service and enable efficient field service scheduling and routing of field based resources.

FLS, Fast Lean Smart, a leading provider of workforce scheduling software and mobile workforce management solutions with UK offices in Reading and Warrington, announces that three major general insurance companies have recently deployed FLS VISITOUR for workforce optimisation, appointment booking, workforce scheduling and routing of their claims assessors, including motor engineers and property surveyors, in total more than 500 field based employees.

The challenge

Insurers each operate a criteria upon which they determine when an insurance claim needs to be assessed by a surveyor, either a review of photographs at their desk or a field visit.

Some perform these assessments using employed resources, others outsource this to third-party service providers, often there is a combination of these to best cover the country and cope with ‘surge’ events, for example a flood in Devon can result in an extraordinary number of claims to be managed in that area.

The Insurers objective is to detect fraud whilst also resolving genuine claims quickly and so build a reputation for good service. Insurers use key performance indicators to monitor each stage of the process from first contact to closure but in parallel to this is the continuous need to control and reduce costs so they can offer competitive insurance policy premiums.

The business need

For each of these FLS customers the requirement was to speed up the appointment booking process to visit and assess claims and to gain efficiencies for office and field based staff. VISITOUR achieves this by enabling a central claims liaison team to instantly offer a flexible choice of time slots which are also the most cost efficient to achieve with the available field based resources (and in some cases desk based resources using images) and whilst ensuring previous appointment commitments must be kept.

The approach and benefits realisation Each Insurer took advantage of the FLS offer for a Software-as-a-Service ‘try before you buy’ pilot. FLS VISITOUR was configured and used live for a region of the country to prove the suitability of the solution and return on investment, before the choice was made to continue from pilot to rollout.

Within the first two weeks of pilot, one insurer determined as much as 50% reduction in average mileage and 2 hours a day driving time could be saved, however, for rollout the most important business objective was to give the best possible customer experience to their customer by attending appointments and closing claims sooner, therefore the settings were adjusted in VISITOUR to achieve these priorities.

 

Mobile App for real-time communication and reporting two of these insurers have also deployed FLS MOBILE which enables paper-free provision of case information, capture of assessment reports, and real-time appointment status updates.

This field information also makes it possible to track that progress is on-time, to automatically message customers with estimated arrival times, and to book new ‘same day’ appointments based on this progress – further advantages to offering market leading customer service. FLS UK Managing Director, Jeremy Squire, comments “We are very proud of the success and benefits achieved using VISITOUR by our customers. In partnership with these insurance market leaders, FLS will continue to develop the unique capabilities of VISITOUR to their advantage”.

 

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For those attending Field Service Management Expo FLS are exhibiting on Stand Q770 visit them to find out more

 

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Earlier this year Field Service News reported that Germany's leading pay TV company Sky Deutschland had been able to double their field service engineer productivity after implementing Fast Lean Smart's (FLS) FLS VISITOUR scheduling and FLS Mobile solutions.

Now in this exclusive interview with Lydia Otto, Director Field Service and Supply Chain, Sky Deutschland we look at this success story further including what attracted her to working with FLS in the first place and how the project has played out... 

Ms Otto, Sky is incredibly popular and, without doubt, the synonym for pay TV. How do you explain its huge popularity?

LO: Sky offers its customers first class entertainment whenever and wherever they want it. This includes award-winning series very soon after US transmission and only on Sky, access to the latest blockbuster films, high-quality kids channels and exclusive sports coverage, for instance all games in the Bundesliga and Champions League.

The multiple functions of the Sky+ hard drive receiver and the mobile service Sky Go allow our subscribers to become their own TV directors – both at home and when out. Moreover, as a leading innovation integrator we are always good for a surprise; tweaking and inventing products, online services and formats. Needless to say, our customer service also plays a key role.

In 2011, you decided to introduce a central scheduling system for your service engineers and, within this context, to implement the scheduling software FLS VISITOUR and the mobile solution FLS MOBILE. What were the actual reasons for this decision?

LO: While redefining the field service strategy in 2011 it became clear that we would have to expect an increase of orders in the short term. We wished to receive the “right” orders. In other words, to only be called out when the in-home service actually creates a real added value, prevents further calls to the customer service centre or stops customers from possibly terminating their contracts.

The expected increase in volume also meant that we needed an IT system for our scheduling activities. The key objectives were to standardise route planning, enhance productivity, increase back office efficiency, cut the time to process orders and reduce the amount of time engineers spend on the road.

 

What were the criteria used to select FLS VISITOUR, i.e. FLS as your software-partner of choice?

LO: Besides our demands for increased field service efficiency, the licence model appealed to us, since it ensures the scalability of our intentions for the coming years. Moreover, the tool was fully compatible with our corporate hardware, which meant no hardware had to be purchased and the software was implemented with very little effort on our part.

From your point of view, which demands had to be met by the appointment and route scheduling software? Have these demands changed over the past three years? If yes, how has FLS VISITOUR and FLS MOBILE helped you?

LO: The demands that had to be met were: Simultaneous use by various end users, optional interface to the customer management system, presentation of various order types (problem solving vs. installation), consideration of different working time models, output of a route plan with graphical representation and connection to mobile end devices.

[quote float="right"]The demands placed on scheduling software have not changed fundamentally, but they have become more detailed, e.g. adherence to the prioritisation of orders in the graphical representation or the mapping of service partners with available time

As a company, Sky continues to grow and this brings new challenges in terms of efficiency and productivity for our field service and customer service department. As such, the demands placed on scheduling software have not changed fundamentally, but they have become more detailed, e.g. adherence to the prioritisation of orders in the graphical representation or the mapping of service partners with available time. Transferring orders to service partners at the click of a mouse is also desired. The next two or three years will present us with a whole host of other interesting topics, e.g. real-time or GPS planning or interconnecting further partner networks.

 

How has Sky profited specifically by using FLS VISITOUR and FLS MOBILE? And which corporate figures illustrate this benefit most effectively?

LO: Since the beginning of 2011 all the relevant key figures for Sky’s field service have improved. We have seen a 72% increase in productivity, while reducing the processing time and journey times by 42% and 41% respectively. By the way, since introducing FLS, we have been able to process three times as many orders with the same number of back office staff.

According to a number of independent surveys, Sky delivers the best service. This is definitely something you can be proud of, while at the same time acting as an incentive to maintain this high level and to drive up customer satisfaction even further. What are the cornerstones of this excellent service and which goals need to be achieved in order for you to improve your service?

[quote float="left"]We must offer an exceptional service that goes beyond simple installation where subscribers receive real added value

LO:Sky has been continuously investing in customer service staff, technologies and processes for many years. Our aim, particularly in the area of in-home service, is not just to install receivers and to solve technical problems, but to seize the moment and turn it into a ‘wow’ effect. We must offer an exceptional service that goes beyond simple installation where subscribers receive real added value and discover everything they wish to know about the world of Sky from the comfort of their own living rooms. We carry out regular quality calls to seek direct feedback from customers. Satisfaction > 92% (Top 1&2) with the technical customer service shows we are on the right track to ensuring Sky customers have the best possible experience.

 

Meeting the individual needs of your customers and their service demands is a particular challenge you face in the battle to attract further subscribers and to reinforce your position in the market. How does Sky go about satisfying these needs and wants?

LO: Five years of Sky mean five years of continuous growth and 3.813 million subscribers by the end of the second quarter of 2014. As we see it, there is no such thing as ‘one big reason’ why someone should choose Sky. There are most probably hundreds of small considerations to take into account. But at the end of the day it boils down to three things: Provide your customers with the best and most exclusive programme and let them decide when and where they wish to view it. Invest in innovation and surprise the viewers and, of course, offer exceptional customer service.

How did your scheduling and in-home service staff react to the implementation of FLS VISITOUR and FLS MOBILE? How much convincing and change management did it take? Has introduction of the software led to greater staff satisfaction?

LO: In the long run, the introduction of the software delivers significant improvements for our field service division both office based dispatchers and field service engineers. [quote float="right"]as with all changes, a certain amount of convincing and change management was needed

However, as with all changes, a certain amount of convincing and change management was needed. Whereas previously it was in the hands of the field service engineers to schedule their own daily appointments, this is now the responsibility of the dispatchers. Initial obstacles were quickly overcome and all the other challenges, such as mobile device training or preparing the basic scheduling parameters, were dealt with relatively easily.

 

Adopting new corporate software usually involves an implementation project, which is often met with a fair amount of scepticism by companies and staff alike. How did you experience working with FLS as the project partner during the implementation phase? What are your expectations with regard to the level of support provided by a software developer after implementation?

LO: FLS is a partner that not only underpins the way we operate our business on a daily basis, but also with whom we can discuss individual development steps and continuously adapt the system to our needs. Furthermore, we perceive FLS as a project partner who, whenever necessary, provides us with support that actually goes beyond the contractual terms of service. We are extremely happy with the direct personal advice and support, as there is always a dedicated point of contact available.

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Software provider Fast Lean Smart (FLS) have recently announced that they have secured a significant new customer win in the form of Mitie’s pest control division.

German owned FLS who operate their UK division for their Reading office are providers of specialist mobile workforce management and scheduling software and in Mitie they have won the business of the UK’s third largest provider of pest control services. Having seen consistent organic growth greater than their peers within the last decade Mitie were in the market to support yet further development and growth by implementing optimisation solutions for both routing and task scheduling as part of a drive to improve their service offering by responding quicker to customer call outs.

With a client base that encompasses both residential and commercial clients, Mitie offer a ‘one-stop-shop’ service offering that covers everything and anything to do with pest prevention and eradication. They maintain their high standards of service by undertaking all services in-house and as a business they employ a nationwide field force of pest technicians.

Commenting on the agreement with FLS, Peter Trotman, Mitie Pest Control Managing Director said ‘Our success has brought us many challenges, especially in organising resource to meet our objectives which include continuously improving customer service, but also to reduce operational costs. We already differentiate our services through advanced management information and customer portals and we are now embarking on a dynamic enterprise to interface a route planning and resource optimisation tool to further our leading edge technology”.

Trotman added “As part of a year long evaluation of potential vendors, we completed a successful pilot with FLS which proved FLS VISITOUR technology was flexible to meet our requirements and the ideal choice. We are now pleased to appoint FLS as supplier and implementation partner for this immensely exciting project from which we already know the opportunity for performance improvement is significant”.

Jeremy Squire, FLS UK Managing Director, also commented saying “FLS are pleased to welcome Mitie Pest Control to our growing family of UK customers, the mix of routine visits, booked appointments and requirement to quickly react to emergency callouts make excellent use of FLS VISITOUR real-time scheduling capability. We look forward to making this deployment a showcase for the dramatic efficiency gains achievable and the ease of configuring our technology to meet unique customer needs.”

 

Engineer productivity doubles with FLS VISITOUR scheduling and FLS Mobile solution

Sky Deutschland is the leading pay TV company in Germany and Austria with over 3.5 million subscribers.

Sky offers live sports, current films, award-winning TV series, kids programs, and documentaries as well as outstanding innovations and an awarded customer service. One way to access this high quality content is via satellite.

Sky provides a service for on-site installation through its own technical support team and also approved partners. In 2011, with objectives to improve service and efficiency, Sky Deutschland made the switch from regional to centralized scheduling and chose FLS VISITOUR and FLS MOBILE to optimise its appointment and route planning.

With FLS VISTOUR, the time required to book appointments has been cut by half. The intelligent planning algorithm reacts within seconds resulting in the optimal scheduling of technicians.

"We are very pleased with FLS. Due to the combination of FLS VISITOUR and FLS MOBILE new processes and organisational structure were implemented. As a result, our technicians are able to complete twice as many jobs per day than before. Customer satisfaction has increased, showing that 93 % of customers now rate the service with grade 1 and 2." Lydia Otto, Sky’s Director of Field Service

One of the UK’s leading building insurance claims management companies LAS Claims Ltd has achieved a 32% saving in fuel costs just one month after implementing two systems provided by field service software provider FLS.

LAS Claims who manage thousands of claims for household buildings claims every year work on behalf of a number of the UK’s leading insurers. The claims management process requires LAS Claims to deal with validation, investigation, and then achieving the best settlement outcomes and then fulfilment.

They have chosen to implement both FLS VISITOUR which incorporates real-time scheduling and optimisation technology alongside a cost-led booking system as well as FLS MOBILE, which delivers improvements in the efficiency of the field force. Together the two technologies have allowed for quicker response times for both LAS Claims’ insurer clients and of course the insurers customers also.

With offices in Birmingham and Bristol the claim management company have a number of strict SLA timescales to adhere to when reacting to a claim. An appointment for a home visit must be scheduled and attended by one of the LAS field force which is comprised of 65 claim surveyors. These claims surveyors also need to be flexible to relocate to meet the demands of surges in claims such as the recent flooding and devastation in much of Somerset and other areas in Southern England as a result of the recent extreme weather.

The FLS solution is delivered via a Software as a Service platform so was able to be fully deployed and being used by all of the team at LAS including office based staff and the field operatives within just 3 weeks of the projects start.

Having adopted a Bring Your Own Device (BYOD) strategy for subcontractor surveyors FLS MOBILE, which is device agnostic allowed easy deployment, whilst FLS VISITOUR is being used alongside the LAS Claims proprietary claims management system in the central offices.

Ian Hogarth, LAS Business Development Director, commented:

“We have long believed that technology can deliver significant improvements to claims management in the UK household market. FLS VISITOUR is the latest addition to our technology portfolio, and we are delighted with the results to date.”

“FLS allows our claims handlers to select an appropriate appointment date/time, it tells us where the surveyor is, how long it will take to get to their appointment, how long the surveyor has been on site, and where they’re going next,” he said.

“It enables us to give our customers real time information for example exactly when to expect our surveyor to arrive, but also ensures we only send a surveyor with the appropriate skill set and equipment for each claim, not just any surveyor.”

He added “We can cluster the appointments to optimise the number of visits per day, and this has been especially effective during the recent surge, where LAS claims volumes increased by over 600% above the daily average.”

“We have been using FLS for a month across our business and it has already delivered exceptional benefits. For example, we have reduced surveyor mileage between appointments from an average of 34 miles per job to 23 miles. This means less travelling time and more time spent in customer’s homes helping them after a claim.”

Aside from improvements to scheduling, Mr Hogarth points to other benefits from using FLS:

“There are the obvious environmental benefits from travelling fewer miles, but it also helps improve the safety of surveyors, who are almost all lone workers, as we know where they are at any given time.”

Jeremy Squire, FLS UK Managing Director stated:

“LAS Claims are using FLS VISITOUR to great advantage in a competitive industry. We are proud to welcome LAS as a new customer and of their early achievements using FLS technology. Further gains are attainable and we will work closely as a team to quickly achieve these.