It used to be that investing in a Field Service Management (FSM) system gave your business a competitive advantage over your competition. The prevalence of FSM in the marketplace now means those that don’t take advantage of the latest FSM systems may begin to face a competitive disadvantage.

The world moves pretty fast, if you don’t stop and take a look around once in a while, you’ll never know if the latest packages can bring you a greater return on investment, more efficient running, greater employee engagement and happier customers.

 

Eagle Field Service, By Exel Computer Systems

So, what do Exel offer that would warrant a look at the Eagle Field Service FSM solution? Apart from it being fully integrated - and that integration extending into the EFACS E/8 suite of business solutions, offering you much more functionality than other providers can.

To look at the field service aspect specifically, we can look at two concepts that Exel consider will give you the edge over your competition. Firstly, that of scheduling your engineers.

 

Assisted Field Service Engineer Scheduling: 

Exel’s concept of Assisted Engineer Scheduling was born out of the realisation that service call handlers had to obtain and retain a lot of knowledge regarding engineer skillsets, the types of jobs likely encountered and the average time to complete them, amongst many other things.

The Assisted Scheduler relies on over 25 parameters to determine the optimum engineer/job planning schedule. It presents the call handler with the optimum option, as well as a few more alternatives ranked in order of suitability. Information is provided for each option, should the call handler wish to determine the reasons for the order – the final decision lays in the hands of the call handler.

No matter the experience of the call handler, your client’s concerns are allayed quickly, as the call handler is able to deal efficiently and professionally, from request to engineer dispatch.

 

"We realised that a company's service engineers are often a hugely under-utilised sales force. They often work closely with the client and can build a high level of trust, and they often have greater access to areas of the client’s site..."

 

Service Customer Resource Management (CRM)

Service CRM is a concept that was realised after talking to engineers to gain an understanding of their experience. Some of these engineers had been conscientious and pro-active enough to identify further business opportunities for their company.

Following this, we realised that a company's service engineers are often a hugely under-utilised sales force. They often work closely with the client and can build a high level of trust, and they often have greater access to areas of the client’s site.

They are in a position to identify potential value-add or upgrade possibilities and either feed that back to sales, or potentially arrange a quote there and then. This can all be done via the Eagle Field Service mobile application and relayed to the back office in real-time.

“There’s no need to tab between different systems, all the information that people want is in one place. Moreover, the scheduling of service engineers isn’t just easier than before, it’s also more powerful, resulting in a more efficient routing of engineer visits, and better optimisation of engineers’ time.”

“Roll it all together, and the combined effect of a reduction in paperwork, the elimination of duplication and data entry, and better engineer scheduling, has enabled a significant improvement in engineer utilisation” Nick Stokes, Safestyle. To read about Safestyle’s experience, click here.

 

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Further Reading:

To learn more about Eagle Field Service, please view the brochure, here.

To read more about Assisted Engineer Scheduling, please view the data sheet, here.

To read more about Service CRM, please view the data sheet, here.

Or, alternatively, get in touch with the team @ Eagle Field Service here.

Momentum is the missing ingredient that so many field service organisations overlook when planning for success writes Bill Pollock...

Field Service Management (FSM), just like any other major business initiative, requires a great deal of thought, time, planning, resources, energy, and money. But it also requires momentum to ensure that it maintains its relevance as the business evolves in an ever-changing marketplace.

That is why so many well-intentioned FSM initiatives tend to “fizzle out” over time, either in terms of commitment, use, or simply because they haven’t grown in functionality at the same pace as the business itself has grown. Whatever the reason, many organizations ultimately find themselves in a position where their FSM program just flat out isn’t as effective as it once was.

Many years ago, Fram oil filters utilized an advertising campaign that stated “You can either pay me now, or you can pay me later!” This referred to the fact that you could either check (and, if required, replace) your car’s oil filter on a routine basis (i.e., before a problem manifests itself), or wait until after a problem occurs, thereby costing you more money for a “fix” after-the-fact than it would have cost had you routinely changed your oil filter as part of a self-administered preventive maintenance program.

The same concept also applies to FSM: fixing (or correcting) your FSM program along the way will undoubtedly save your organisation much more time and money compared to the risk of having it stray off course over time. Experience has shown that once an FSM program strays off course – whether by alot, or a little – it is extremely difficult to easily get it back on track in terms of refocusing direction, reallocating resources, rechanneling team efforts, realigning processes, and in many cases, admitting that the program had gone off track in the first place!

For these reasons, it is critical to monitor the progress of any FSM initiative on an ongoing basis in order to avoid falling into a situation where you will need to make what NASA typically refers to as “a midcourse correction”. Taking the NASA example one step further, when a rocket is aimed at the Moon, sometimes a “mid-course correction” requires nothing more than a 10- or 20-second burst of steam released from the side of the spacecraft to ensure that its recalculated trajectory will send it to the desired landing spot on the surface.

In cases where the problem is identified well enough in advance, it may only take this 10- to 20-second effort to ensure that the rocket does not miss its target by thousands of miles. In relative NASA terms, this is neither a complicated nor expensive procedure to execute, and the return is enormous (i.e., avoiding a potential total failure, and ensuring that the original target will be hit).

However, in cases where a problem is not identified until much later, or other earlier attempts have been ineffectively executed along the way, the rocket may have to be entirely reprogrammed – literally, on the fly – possibly entailing a new trajectory that will require orbiting around the back side of the Moon several times, and selecting a new landing site – or worse – sending it out into space as a failed effort. While the former “correction” would save the entire effort at a relatively low cost, the latter would – at best – require a huge amount of resources (i.e., people, time, and money) for just the chance of being able to avoid failure.

We believe that the same alternatives also apply to FSM initiatives, and that planning in advance for the most likely “mid-course corrections” should also be a critical component of any FSM improvement effort. Hopefully, any required “mid-course corrections” will be “minor” (such as taking added steps to improve communications between internal customer support groups, improving management and process control, upgrading existing software to the latest releases, etc.).

However, some corrections may be more complicated, such as changing platforms or reengineering existing business processes midstream, or having to deal with other major FSM program-altering situations. Regardless of the level of correction that is required, one thing remains clear – an ineffective FSM program will provide – at best – an ineffective FSM solution! Further, while an effective FS≠M program can generally always be expected to provide a measurable return-on-investment (ROI), an ineffective program typically will not – regardless of the cost!

There are essentially six (6) key reasons why FSM programs fail. They are typically:

1. Lack of management vision and commitment – Executive involvement is critical to steer the project so that it is continually in alignment with the company’s strategic business objectives.

2. Lack of a complete business process analysis – Before embarking on an FSM solution program, there must first be a comprehensive analysis of the individual customer-focused business processes used by the organization – otherwise you will find yourself merely automating the existing “mess”, or still doing things incorrectly – only more quickly!

3. Selecting the software before the analysis is completed – Selecting software before the analysis is completed is a common – and oftentimes fatal – mistake. This is why melding the organisation’s workflows into the software’s functionality, in a customer-focused, streamlined (and possibly reengineered) business process is generally required before implementing an FSM solution.

4. Implementing a system without changing the way you do business – Simply applying a new FSM software solution over the organisation’s existing business processes will not get the job done. Many companies that have attempted to use FSM primarily as a tool for automating their historical business processes have seen their efforts lead to nothing more than a means for preserving their status quo while the marketplace evolves in another direction.

5. Not managing expectations – Managing expectations at all levels within the organisation is critical. Cultural considerations and expectations must be continually assessed, addressed and managed.

6. Becoming locked into a system that does not support the FSM initiative (Agile Adaptability) – Any organization’s FSM program must show quick progress and be able to adapt quickly to changing business processes. Only the built-in “agile adaptability” of the system will preclude the chances for failure.

The best way to avoid any of these eventualities is to address them head-on in your FSM program from the outset. All of your organisation’s major business initiatives should already have these types of contingency plans built-in – especially those that directly impact both the customer base and the bottom line (which is certainly the case with FSM)!

The key to ensuring that your FSM initiative has adequately addressed these issues is to create an ongoing process-monitoring and self-assessment mechanism that is well-defined and clearly delineated in the original plan; and to empower the appropriate internal teams to manage and monitor these functions effectively.

Some tips for ensuring that you are able to successfully avoid any of these potential FSM obstacles are:
• Incorporate internal and external communications as integral components of your FSM design, development and implementation plans.

• Develop “real” goals and metrics for evaluating and tracking performance over time.

• Build effective input and feedback processes (i.e., easy to use, properly managed, and responsive) into your FSM communications model that address all internal (i.e., employee), external (i.e., customers, prospects), and channel (i.e., partners, vendors, dealers, etc.) requirements.

• Build an ongoing monitoring, tracking, and assessment function into the plan, and designate an appropriate individual (and team) to manage it. Also, empower that team to conceptualize, articulate, and recommend appropriate corrective actions as needed. • Provide management with performance tracking reports on a regular basis.

• Keep current with the FSM community in terms of what platforms, applications, or functionality may be newly available; take advantage of your existing vendor’s regular upgrades, updates, and patches; and keep up-to-date on what some of the other leading industry practitioners are doing with respect to their own FSM initiatives (e.g., by tracking them on the Internet; networking; attending trade shows, seminars, and users groups; etc.).

• Plan ahead for tomorrow’s upgrades today by keeping a close watch on your present FSM system status; setting (and revising) your goals and targets on a dynamic (rather than static) basis; identifying alternative “what-if” scenarios for addressing changes in your customer base (e.g., growth), infrastructure (e.g., outdated hardware/ software platforms), or other organizational factors (e.g., restructuring, acquisitions/ mergers, etc.).

There are many ways in which an organization can forestall problems relating to their FSM initiative, or – hopefully – avoid them alltogether. However, in order to accomplish this, you must always plan ahead; address the most likely “what-if” scenarios in your contingency planning; monitor, measure, and track performance all along the way; and encourage and empower both your managers and their support staffs to get their jobs done effectively.

You regularly replace the oil filters in your car – don’t you? And you can always count on NASA to use numerous “mid-course corrections” to protect any of its space launches. Therefore, it should also make sense – both philosophical and economic – to ensure that your organization’s FSM initiative is always supported by these ongoing planning processes as well. 

Bill Pollock is President of Strategies for GrowthSM.

In this, the latest edition of the Field Service Podcast, Kris Oldland, Field Service News, Editor-in-Chief, is joined by Marne Martin, CEO of WorkWave and president of Service Management for IFS about her new role with IFS as well as discussing whether the time has come to finally recognised Field Service Management systems as a standalone category such as CRM or ERP [hr]

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Swedish enterprise mobility and ERP provider IFS recently announced the hiring of former ServicePower CEO, Marne Martin, as President of their Service Management Business Unit, part of a dual role she has taken on alongside being CEO of IFS subsidiary, WorkWave. Kris Oldland, Editor-in-Chief, Field Service News reflects on this appointment and why it is a good thing not just for IFS, but for the wider industry as a whole...

I have known Marne Martin for some time now, speaking to her once or twice a year either for interviews, or just catching up at various industry events we've both been speaking at.

When she was included in a previous edition of the #FSN20, our annual list of key industry leaders, it was me that put her forward to the committee. That was in part because I had always found her to be engaging and intelligent when speaking to her, as well as being passionate for the industry we operate within - but then again, these things for me at least should be a given for any CEO within the sector.

Marne, of course, had all of these traits in abundance, but what always made her stand apart from the many other excellent leaders we have in our sector, what made her seem just that little bit more dynamic and exciting to speak with and why I put her forward for the #FSN20 (something we take very seriously here at fieldservicenews.com) was her ability to see the trends that were just beyond most people's range of vision, those that were over the horizon.

 

"What Marne has demonstrated time and again is that she is able to go that one step further and identify what will be the challenges and opportunities around how any given technology will ultimately be utilised..."

 

Sure, we can all get a feel for what technologies are set to emerge - a quick look at Gartner's current year hype cycle will allow us to see what we can expect to come along in the next few years. It might not always work out as we anticipate (think about the early clamour around wearables and in particular Glass as an example of this), but most of us who pay attention to these things are fairly able to put together a reasonably accurate picture of the future.

What Marne has demonstrated time and again is that she is able to go that one step further and identify what will be the challenges and opportunities around how any given technology will ultimately be utilised - and such foresight, is a much rarer attribute.

For example, I remember Marne outlining to me the importance that Quantum Annealing would play within field service management systems - in particularly within dynamic scheduling, long before the topic was even close to being something that was discussed outside of high-tech computing circles.

Indeed, the last time we spoke at any great length we had a long and detailed conversation about how and why field service management systems would need to ultimately evolve from being an additional feature sold alongside an ERP or CRM system and become acknowledged as something of equal status and importance within the world of enterprise computing.

Essentially we agreed, FSM needed to be, and eventually would be recognised as a category within its own right. This is something that we are now absolutely beginning to see happen in certain pockets of the industry, including IFS - who have across the last couple of year's publically stated that FSM is a core priority within their wider portfolio - something that was reiterated at their World Conference in Atlanta earlier this year by new CEO Darren Roos.

 

"As far as benefitting our industry as a wider whole, there are few places I feel Marne could have such a big impact, as at IFS..."

 

So as you can imagine, when we heard Marne was stepping down from her role as CEO of ServicePower, I had an inkling that it would be more au revoir than goodbye, I just had a feeling in my gut that we would see her again soon enough somewhere familiar.

However, as far as benefitting our industry as a wider whole, there are few places I feel Marne could have such a big impact, as at IFS. They have shown that they have the ambition, vision and capability to push the industry forwards (indeed the newly launched FSM6 is an excellent solution utilising best of breed technology), but perhaps also they have shown that they have a strong commitment to FSM that will surely raise the bar further for the quality of solutions available to field service organisations.

After all, as John F Kennedy famously quoted a rising tide lifts all boats.

Also, we must consider that Marne is bringing in exceptional leadership experience, industry knowledge and vision into a team that is already full of excellent leaders and thinkers.

For example, the always impressive Mark Brewer, Global Industry Director Service Management who has established an excellent reputation both within the company and the industry since having joined from PTC almost two years ago. Another would be Stephen Jeff-Watts, who is responsible for IFS' product strategy for Enterprise Service Management and is another with a canny knack for understanding where the future lies within the sector. Then, of course, there is Paul White, former CEO of mplsystems who IFS acquired last year who brings a huge level of detail around the latest developments around omni-channel communications to the table, or Tom DeVroy, personally, someone I hold as one of the best author's contributing to publications including ourselves around.

Indeed, the list is long and Marne's appointment at the head of this group, is set to make IFS an even more formidable force within our industry on both sides of the Atlantic and beyond.

Finally, it is also interesting to note her dual role.

 

"Once such a precedent has been set by such a significant industry player as IFS, it is likely that we will see other companies follow suit..."

 

When IFS acquired WorkWave late last year, I wrote about how the acquisition essentially gave IFS full market penetration.

Traditionally, they have always served the mid-enterprise tier well, in recent year's we have seen them begin to open some more doors in the larger enterprise sector as well. However, the SME market has always been an area that has been somewhat underserved, yet could be potentially lucrative, as WorkWave has proven.

With Marne taking on dual responsibilities for Enterprise Service Management and WorkWave it seems that IFS may potentially be seeking to firmly organise a significant section of their business around their FSM  capabilities - exactly the type of shift in thinking that Marne and I had discussed a year ago and also something Darren Roos alluded to when I spoke to him recently as well.

Once such a precedent has been set by such a significant industry player as IFS, it is likely that we will see other companies follow suit - which will ultimately lead to further emphasis on the importance of field service within industry.

So from where I'm sitting, Marne's arrival at IFS is therefore potentially great news long-term for all in our industry - it certainly promises to be an exciting move and I for one wish her every success.

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Healthcare Estates 2018 is a two-day event consisting of the UK’s largest trade exhibition for the healthcare sector, the prestigious IHEEM (Institute of Healthcare Engineering & Estate Management) Annual Conference, and the Healthcare Estates IHEEM Awards Dinner. It will take place on 9th and 10th October 2018 at Manchester Central.

Asolvi will be exhibiting at the event on stand Bz2, focusing on its longest-running service management solution, Tesseract. A market favourite since 1985, Tesseract continues to optimise the service chains of thousands of field service organisations all over Europe.

At the exhibition, the Asolvi team will be on hand to discuss and demonstrate the benefits of Tesseract in the context of the healthcare sector. The software is currently used by a number of medical facilities & equipment providers to manage and maintain thousands of life-saving devices in hospitals and health centres, everything from ventilators to defibrillators to ultrasound machines.

Cited by healthcare professionals as one of the most important events of the year, Healthcare Estates has been running for 60 years and attracts over 3,000 delegates and visitors.

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Bill Pollock, President & Principal Consulting Analyst at Strategies For GrowthSM, takes a look at the biggest two tools being used for field service management and explore the merits of each...

In today’s business environment, too much attention is often focused on new technologies on the horizon, and whatever else might be “hot” in the blogs or other social media, rather than on the core attributes of substance and sustainability.

However, when it comes down to selecting the right Field Service Management (FSM) solution for your organisation, one thing remains very clear – it must “fit” your organisation with respect to functionality, application, accessibility, scalability and – of course – cost.

While some organisations may prefer an all-encompassing Enterprise Resource Planning (ERP) solution that addresses all areas within the company (e.g., manufacturing, engineering, distribution, sales, marketing, etc.) in addition to services, others may prefer to use a Best-of-Breed FSM solution that serves as a custom “fit” to its services operations.

Differentiators that Distinguish Best-of-Breed vs. ERP solutions:

There are many definitions of Best-of-Breed currently being used in the global services community, ranging from “best in segment”, to “best anywhere”, to “best currently available”, and so on.

However, much too often, “best in segment” may not necessarily reflect “Best Practices”; “best anywhere” may be too elusive, and “best currently available” may not be quite good enough. With so many alternative definitions, some organisations may eventually end up not quite knowing which “best” they should be aspiring to.

Further, what may be “best-of-breed” in the manufacturing sector may not even be relevant in the medical device sector, and vice versa.

The complexity of the concept of “best” as it pertains specifically to a field services organisation can cloud the ability of management to choose either the precise goals to target, or the appropriate technology solutions that will be required to attain them.

Research has shown that the ability to pick and choose the specific components to support an organisation’s FSM activities offers a much more tailored solution that is able to address all facets of this service-centric process.Research has shown that the ability to pick and choose the specific components to support an organisation’s FSM activities offers a much more tailored solution that is able to address all facets of this service-centric process.

That is not necessarily to say that an ERP solution will not, or cannot, support FSM – rather, that a robust, application-specific, Best-of-Breed solution may be able to do it better.

Further, many ERP solution providers go-to-market with messages that proclaim “everything your organisation needs to support its services activities”. However, the “everything” that is offered by some of these vendors may only follow the 80/20 rule; that is, providing only “80% of the FSM functionality required”, but delivered by a “brand name” company typically as an add-on to a more extensive – and expensive – ERP solution.

On the other hand, a Best-of-Breed FSM solution typically offers 100% – or close to it – of the specific functionality required by the field services organisation from a services-oriented solution provider that truly understands the user’s needs from the requisite functional specs; to the terminology and buzzwords to the requirements for installation and training; and ongoing technical and customer support.

In addition, Best-of-Breed solution providers in the services segment have typically supported clients in their field for decades, gaining a comprehensive knowledge and understanding of the market space including who the key and niche players are (i.e., vendors and users), how customers’ service organisations operate, what specific functionalities are required (and available), how usage has been and will be evolving over time, and what the key pain points are for all parties involved.

Most of today’s Best-of-Breed vendors represent the ones that have been successful in differentiating themselves beyond the enterprise-wide capabilities of the ERP generalists and the 80/20 CRM vendors.

Evaluating and Comparing Best-of-Breed vs. ERP Alternatives

Just as “you cannot tell a book by its cover”, it is uncertain – and unwise – to try to assess a solution provider simply by its marketing collateral.

Just because they say they can do it all, does not necessarily mean they can – and just because they say they support the field services segment does not mean they are specialists in doing so.

Many organisations have found that the difference between a generalist and a specialist can make all the difference in the world.

That is why it is so important to make sure that when selecting an FSM solution provider, the organisation evaluates all vendors with the same high level of due diligence – that is, assessing and comparing all vendors using the same criteria, and holding them to the same standards whether they are ERP generalists, FSM Best-of-Breed specialists, or anything else in-between.

Whether Best-of-Breed or ERP is better for your organisation will ultimately be your call – however, the results of a thorough needs assessment and long list/short list evaluation of potential solutions (and vendors) will take you to the point where you can make the right decision.

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With a new CEO taking the helm Swedish FSM and ERP providers, IFS enter a new era of their ongoing development. Kris Oldland, Editor-in-Chief was on hand at the IFS World Conference in Atlanta to see the developments first hand and caught up with FSN associate columnist Mark Brewer, Global Director of Field Service, to get the inside scoop...

The IFS World Conference is an event that never really fails to deliver at least one key highlight of interest. Memories of CTO, Dan Matthews bouncing around madly to Bruce Springsteen on the stage last time out in Gothenburg- he was demonstrating how IoT sensors work just in case you were wondering, is one such example of the unique way the Swedish company approach things.

Similarly, Ulf Stern, one of the companies original founders keeping customers, prospects and the press alike entertained playing some (pretty darned good) rock and roll with his band in a ‘Fish Cathedral’ later that evening is just another example of how the same core ethos remains in the company today as it did when they first started out some 35 years ago. Despite significant growth and development across the years, there all often overlooked secret-sauce that can allow a company to flourish, the uniqueness within their DNA - has always remained the same.

Who IFS are today is very much a different company to who they were then, just 18 months ago.Yet, who IFS are today is very much a different company to who they were then, just 18 months ago.

Firstly, there is the acquisition by - investment firm EQT. Which was in fact announced just days before the Gothenburg World Conference.

At the time the discussion had been highly positive - especially from a field service point of view as the message from EQT was clear - we are giving you the funds to go and do what you do better and faster - with field service being one of the top three areas IFS would be targeting for significant growth.

Given their stature in the market at the time as an already established major player within the field service industry, this was certainly an exciting announcement for those close to our sector.

Indeed, there have already been some significant acquisitions that Field Service News readers, especially those from the UK will be aware of which have followed after the acquisition.

The first of these was to bring IFS UK and Eire reseller Field Service Management in-house, which was a sensible and largely expected move.

The second, which saw mplsystems become part of the IFS family, however, was far more strategic.

mplsystems core strength lies is there omnichannel contact centre technology, essentially plugging a major gap in the IFS solutionAlthough, an FSM solution provider themselves, mplsystems core strength lies is there omnichannel contact centre technology, essentially plugging a major gap in the IFS solution and giving them a genuinely robust end to end service solution.

This is not to mention the US acquisition of WorkWave, an FSM solution that is dedicated to the SMB market - which instantly gave IFS access to a huge market, which many of the larger FSM solution providers struggle to penetrate.

So in fairness the record of EQT in terms of delivering on their promise has been mightily impressive and IFS have continued to grow in stature within the FSM sector as one of the true key players - an achievement all the more impressive given the attention our sector has had within the last few years with the lieks of GE, SAP, Microsoft and Salesforce all investing significantly in building a global presence.

My anticipation was therefore high when I spotted that the launch of FSM6 was to be given a major spotlight, being presented on the main stage as a key announcement on day 1.

Mark Brewer, Gloabl Director, Field Service, alongside Steve Jeff-Watts, Senior Advisor, IFS were the men tasked with giving that presentation.

“If you go back to the origins of IFS, we are an ERP company, but that can be something of an ambiguous term,” opened Brewer when I caught up with him.

We built a product that managed service, maintenance and projects. This means the intrinsic DNA of the business is actually service not manufacturing“ERP for most people is a product built for managing a manufacturing business. IFS did not ever take that approach. We built a product that managed service, maintennance and projects. This means the intrinsic DNA of the business is actually service not manufacturing.”

“Fast forward to today with the IFS FSM platform you’ve got a best in class service offering, there is an almost equivalent best-in-class service functionality in an ERP in Apps 10.”

“This means you can already have an existing ERP such as SAP or somethign similar which you are unable to swap out, we can layer that with best-in-class field service. However, if you also need solutions for your manufacturing, supply chain, financials etc then we can also give you all of this whilst encapsulating a best-in-class service solution within it.”

Customer experience is a huge part of the equation in service organisations now and we are moving into the experience economy “It is a unique position, where we can not only offer the stand alone FSM solution but the wider ESM (Enterprise Service Management) solution as well.”

“I also thought it was very telling that the announcement of our acquisition and mplsystems and our integration of their technology into IFS FSM was front and centre on the main stage during the opening key note sessions.”

“We call our solution IFS FSM but the truth is now that it is a full end-to-end lifecycle management solution. It is far more than just field service, it includes depot repair operations, reverse logistics, customer specific billing, deep contract and warranty capability.”

“Given that it goes all the way to the end, we were missing a piece at the front,  and mplsystems omni channel solution completes the picture. Customer experience is a huge part of the equation in service organisations now and we are moving into the experience economy so that customer journey needs to be consistent across the whole lifecycle.”

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

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

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

Data, data everywhere

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

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

A brief history of field service analytics

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

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

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

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

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

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

A continual journey

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

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

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

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

The future’s bright, the future is optimised 

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

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

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

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

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

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

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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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