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IDC’s Aly Pinder explores one of the most crucial conundrums facing field service organisations today - how to ensure knowledge transfer is seamless across the organisation...

At some point we will finally reach the moment when all the seasoned field service engineers retire. I know, we have been foretelling this for years and in my case more than a decade. Despite this seemingly ever-present anxiety around replacing a retiring field workforce, many manufacturers and service organizations still list knowledge loss as a top challenge yet to be successfully addressed.

IDC Manufacturing Insights’ 2019 Product and Service Innovation Survey highlighted one of the top drivers for manufacturer’s service lifecycle management efforts is a need to capture and make accessible service knowledge and best practices. Building a culture of shared intelligence and accessibility of service knowledge, nearly half of organizations (42.7%) sampled in this study plan to leverage mobile devices for the purpose of increased collaboration amongst technicians.

These investments and prioritization demonstrate how much risk is inherent with having an entire workforce which often goes out on its own for an extended period of time, rarely coming back into a centralized location, and is one of the closest resources interacting directly with customers. The scary part is the value technicians to the customer experience is becoming more not less critical for manufacturers and service organizations.

In advance of losing field workers, I recommend you consider a few things:

• Identify your workforce that is planning to retire in the near future. Do you survey your technicians, at least annually, to ask them when they plan to retire? Assuming your technicians will retire at the retirement age of your respective country is quite risky. Reaching out to your technicians to identify when they plan to retire allows the organization to identify the level and urgency of the risk, plan for the loss, and even proactively strategize to either retain or hire more aggressively in advance of the loss.
• Get creative with technician retention. Organizations should establish a program that enables technicians to be able to work as a centralized expert. This is where gamification and incentives can be used to create a bench of technicians that are willing to stay with the company, accelerate the rate of capturing best practices, and recognize the value of the decades of experience which is held in the brains of the technician. Organizations would be wise to establish a role which based on identify qualifications or attainment of a certain expertise level can extend the viability of a seasoned technician staying on the team.
• Show your newer workforce a career path which is rewarding and valued. Many organizations struggle with creating tangible and exciting career paths for the workforce. Career paths are difficult to detail as there  are so many variables, both for the employee and the organization. This is an even bigger challenge with a largely remote workforce at many service organizations. However, the ability to communicate a future for the field technician is a critical step in addressing the workforce skills gap which should go hand in hand with trying to retain more seasoned technicians. This practice will help create a culture that values the service technician experience and show the workforce where they will fit in the broader strategy of the organization.

Talking about the retiring field force mustn’t be the end of the story that we tell each other, organizations must act now. Technology is one of the ways to capture and make accessible service knowledge, but manufacturers and service organizations need to identify their respective risk and build a strategy around addressing the loss of critical service knowledge.

Collaboration and shared purpose will enable organizations to get in front of this pending wave of retiring workers.

The topic of knowledge transfer and knowledge capture has been increasingly prominent within the field service sector, so the Field Service USA presentation on the topic by Greg Parker, building services portfolio director for Trane, is set to offer some well-timed guidance on best practice in this area this week at Field Service USA.

Kris Oldland spoke to him ahead of the event to get his thoughts on the topic.

“When we talk about knowledge transfer, we’re talking about how we bring information from where it is in one spot to where it needs to be,” Parker begins as we open the discussion.

“Not only that, it’s about can you get it there effectively and efficiently,” he continues. “I would say it’s like knowledge-on-demand.”

“As a technician in particular, many times you may be in a situation where you need to open your laptop or even look inside a manual and dig for information. Of course, the more seasoned, experienced techs are knowledgeable through years of experience, but those who don’t know everything – due to poor training or applying that information incorrectly – need to reference manuals for correct information.”

“So this knowledge or information-on-demand becomes ever more important as time goes along and the technique as to how we transfer this knowledge becomes even more important,” Parker adds.

Of course, with many companies facing a major crisis in replacing their ageing workforce has the importance of knowledge transfer programs grown from nice to have to critical?

 

“The short answer is yes,” Parker comments. “For some companies – depending on the environment and their customers and expectations – it could be essential today, for other companies it could be still just beneficial. At some point I’m sure we could all agree that whether it’s five years, ten years or even fifteen years down the road, it is going to become essential for everyone.”

Given the importance of knowledge transfer in terms of helping companies manage the transition from a workforce of baby boomers to millennials, is it important that these knowledge transfer programs embrace social media? Or is it more important that companies get into the mind-set and understanding that the way people absorb knowledge has changed when developing? Is it about embracing the technology, the culture or do the two just go hand in hand?

“People receive and process information differently today than they did five years ago and certainly different to how they did 20 years ago,” Parker comments. “I think the changing culture is part of it, but I also think technologies that allow people to receive and process technology will continue to evolve.”

“First there was Quattro Pro and Excel, then the Internet, now social media comes along and has continued to evolve to where we are today. What we are finding is a lot of different types of applications that someone, likely a millennial, is going to be using. For example, not everyone is using just Facebook or Twitter, they are using several different means of communication to get the information they need, from the daily news to how to fix their washer and drier.”

“If the question is how important is it to embrace social and mobile channels, I still believe it is important to understand what it means for you and your company. You need to ensure you are delighting your end user; the customer, then determine how you can best achieve that throughout the entire value chain,” Parker explains.

 

“You have to ask questions like ‘if my technician has informational demands would they do a better job?’ ‘Would a technician be more confident and portray better customer service because they are able to delight the customer?’ Keep in mind most times a technician is the face to the customer and the most trusted advisor.”

“Considering that, the next question is ‘how do we do that, and is embracing social and mobile a way to do that?’”

“What we learned eight or nine years ago, was technicians wanted to be able to communicate via social and mobile channels. Our approach was to foster and enable it. Recently, we took it to the next level where technicians could not only find the information that they needed, but they could comment and share as well.”

“We had to think about what were the pros and cons of this, and have we developed into a culture who is a more willing to share information now than several years ago?”

“The answer is yes, we are more liberal in the information we share and ultimately we are more transparent, but we want to be sure we can enable our workforce in the proper way to delight our customers.”

Having gone through the process himself, what exactly does Parker believe success looks like in terms of the implementation of knowledge transfer?

“I think success should be measured with a number of probes and not just one thing,” he begins.

“For us, how we look at this is both quantitative and qualitative. From a quantitative perspective we look at things such as how much information has been shared with the new tool, and can measure that far more than we ever could before,” Parker explained. “We will also look at a macro level to see if our customer service and customer satisfaction scores are improving.”

 

“From a quantitative perspective, we have seen a shift from technicians solely calling into the technical support line for help, to now leveraging the new social platforms which are faster, more validated and accurate.”

“However, it is not all about the metrics,” added Parker. “We wanted feedback from the technicians themselves to find out how well the new platforms were working, we used those testimonials to improve the organisation and determined what types of best practices were being shared using the knowledge transfer and social platform.”

So what advice does Parker have for companies looking to emulate the success Trane has had with their knowledge transfer programs?

“Look internally to your company, understand how your current communication process is working for your customers and what are their needs and wants,” Parker replied. “Are you meeting those needs as well as you want to or should be?”

“Every company has a different culture and different processes. You have to truly understand how your existing process is working, where you want it to be and then design a road map to get you there.”

 

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