In this new article for Field Service News, Sam Klaidman, Founder and Principal Adviser at Middlesex Consulting, analyzes the advantages of hiring for attitude and training for skills.
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Jul 14, 2021 • Features • field service • Covid-19 • Leadership and Strategy • Sam Klaidman
In this new article for Field Service News, Sam Klaidman, Founder and Principal Adviser at Middlesex Consulting, analyzes the advantages of hiring for attitude and training for skills.
Introduction
According to ToolingU-SME “Relentless turnover in the manufacturing industry is threatening companies focused on driving productivity and profitability. Finding talent is one of the biggest challenges in the industry, so losing employees, whether entry level or seasoned, significantly compounds the problem.” And the same dynamics apply to field service and technical support technicians. And according to Forbes, “Companies that create annual budgets will find their 2021 budget busted because of the rapidly increasing rise in the price of talent – both for internal employees and for talent provided by third-party service providers”.
Why do you need a replacement strategy?
In the May 5, 2021 issue of Thomas Insights, I published an article titled The Silver Tsunami: As Older Employees Plan for Retirement, It's Time to Plan for the Future of Your Workforce. The article went into detail about older employees preparing to retire and what you can do to prepare for that inevitable situation. Now we are seeing the effect of what some people call “the great crew change.” This is the voluntary churn of large numbers of employees from all disciplines in their business. Why is this churn happening now? While you may have reduced your workforce because of the pandemic, the voluntary exit will accelerate within the next few months. Here are some of the reasons:
- As the situation at home returns to normal, many older workers will feel comfortable moving into the next phase of their lives
- As jobs open up, many people will convince themselves that “the grass is greener” at another employer
- Companies more desperate than yours will offer large pay increases or sign-up bonuses to fill their vacancies
- Companies that used the last 18 months to improve the tools and processes they provide their employees will attract the younger employees who grew-up with digital technology
Where Will I Have a Problem?
If your technology is old, somewhere between 5 and 10 years, expect trouble with your younger and technical savvy employees. You can also expect turnover in clusters if you have some managers who do not relate well to their employees. And most importantly, expect employee churn in the customer facing sales and service departments.
- Sales because their world has changed from face-to-face to virtual meetings and customers who now reach out to potential suppliers when they are about 75% of the way through their buying journey. Also, in many industries trade shows are now obsolete!
- Service because the technicians are reading about remote support and if you implemented it, some will miss the travel and in-person customer interactions and will look for a company that has not yet caught up with competitors. And if you did not implement it yet, the rest will look to work at a more advanced company.
To make matters worse, Sales and Service people are extra important to your business because they interact with all your customers. And the Service people interact during the whole time the customer owns your equipment while the Salespeople only interact with customers when there is a new selling opportunity. This means that replacing, or preparing to replace, your service team is the most impactful area for you to focus on.
What is the single most crucial decision I can make when I prepare my Service technical employee replacement strategy?
Good service people have a lot more skills and attributes than just knowing how to fix inoperative equipment. These are the areas where customer facing field and help-desk engineers (in person and virtually) must excel:
1. Technical skills
2. Understand business; basic finance, logistics, P&L, Sales, and Marketing
3. Understand business processes and systems
4. Customer relationships. They should be their customer’s trusted advisers.
5. Negotiating
6. Communications
7. Creativity and problem solving
8. Soft skills including listening, empathy, and how to avoid confrontation
9. Self confidence
10. Accountability
11. Adaptability
12. Loves learning
13. A sense of urgency.
Considering the breath of skills, abilities, and personality traits in the list, I recommend that you make a firm commitment to hire for attitude and train for skill. In the opening paragraphs of the 2011 Harvard Business Review article Hire for Attitude, Train for Skill, the author describes the reinvention of a primary-care clinic that was producing great results. They did it by redefining the jobs and throwing away the old playbooks. When asked how he found the right people for these unique positions, the practice’s leader, Dr. Rushika Fernandopulle, said “We recruit for attitude and train for skill,” … “We don’t recruit from health care. This kind of care requires a vastly different mind-set from usual care.”
And the July 1, 2021 issue of Industry Week included an article titled One Job, Two Good Candidates - Would You Hire for Attitude or Aptitude? The key conclusion was:
“And what are they finding? That “hard” skills are increasingly transient, and "soft” skills — or “personal habits and traits that shape how you work on your own and with others” — are what’s worth investing in when it comes to human capital.“
What is the single most crucial decision I can make when I prepare my Service technical employee replacement strategy?
There are only two things you have to worry about:
1. Before you start the hiring process, you must get HR on board
2. After you hire someone, you must have a detail training plan to on-board the new hire
As you start trying to hire candidates based on their attitudes, soft skills, and personality, you will need lots of help from HR. Here are some of the areas where HR will be critical:
- Training the interview team on how to evaluate these soft attributes.
- Figuring out how to compare post-interview notes and fairly evaluate all candidates.
- Identifying sources of candidates. When I was hiring field service engineers, I loved hiring people who were leaving the military. My first preference was the nuclear navy followed by air force line mechanics. People from both groups had a terrific ability to quickly learn complex technical topics with minimal instruction and they excelled at many of the soft skills and attributes you will need.
- Communicating with these non-technical people and learning to not dismiss a candidate because she doesn’t physically meet your image of a great field service technician.
By the time you are ready to make an employment offer, you will need a detail training outline, schedule, and list of resources. In fact, an outstanding candidate should ask you how she will receive her technical training before accepting an offer. No really suitable candidate will accept an offer unless she is convinced that you will build on her skills and help her succeed in this new role. Once your new hire shows up for work, you must make sure that she has a productive on-boarding experience that reinforces the idea that she made the right decision to join your business. There is nothing worse for an organization than to have a new employee quit in the first days after joining the business.
Conclusion
It may take a while for your business to learn the advantages of hiring for attitude and training for skills but keep working at it because this is the future!
Further Reading:
- Read more about Leadership and Strategy @ www.fieldservicenews.com/leadership-and-strategy
- Read more exclusive FSN articles by Sam Klaidman @ www.fieldservicenews.com/sam-klaidman
- Find out more about Middlesex Consulting @ www.middlesexconsulting.com
- Read more articles by Sam Klaidman on Middlesex Consulting Blog @ middlesexconsulting.com/blog
- Connect with Sam Klaidman @ www.linkedin.com/samklaidman
Jul 12, 2021 • Features • service excellence • technology • Aquant • Covid-19 • Leadership and Strategy • GLOBAL
In this article from Aquant, we look at three tips to scale appliance and food repair businesses rapidly with the help of easy-to-use AI tools.
In this article from Aquant, we look at three tips to scale appliance and food repair businesses rapidly with the help of easy-to-use AI tools.
Service businesses are busy in 2021, and all indicators point to steady — or even above-average demand — lasting for the foreseeable future. Typically, high demand is great for business, but nothing has been typical about service in the last year. Many companies, especially owner-operator repair businesses, are turning away customers and additional revenue because they’re at capacity.
What Challenges Do Service Companies Face?
While industry demand has outstripped technician supply for at least the last decade, most businesses were able to manage — but COVID exacerbated the challenges of a sector already pushed to its limits. Some of the biggest contributing factors include:
● A lack of qualified appliance repair techniciansService businesses, from home appliance to food equipment repair and maintenance, are experiencing such a high volume of service requests that the search for qualified technicians has reached a tipping point.
“Repair companies are triaging calls, hiring new employees and navigating backlogs from the broken supply chain for parts,” states the Washington Post. That was just one account of many from an in-depth article that details the extent of the gap between service provider availability and customer demand across the country.
But rapid hiring, especially when paired with a scarcity of parts, puts added pressure on service providers who are already maxed out. Sound familiar?
What Challenges Do Service Companies Face?
New, easy-to-use AI tools are available to help service companies of all sizes upskill a new crop of employees quickly. This ultimately makes it possible for your business to take on extra demand while still providing exceptional customer experiences.
1. Upskill the New Workforce Quickly to Slash the Skills Gap
The workforce shortage is not new. Skilled trade positions, particularly technician and engineer roles, have been the hardest to fill. There are other obstacles compounding the issues, too.
The Baby Boomer retirement wave is in full swing. Your most senior techs are leaving and taking all their repair knowledge with them.
Millennials and Gen Z employees approach work differently. The two youngest generations leave jobs nearly twice as often as their older counterparts. This result is an increasing skills gap, and most in the industry don’t have the resources or budget to spend months or years training employees.
A better solution: Hire motivated employees with minimal appliance repair experience and quickly turn them into seasoned experts in weeks instead of years. That’s possible using technology that provides accurate recommendations with as much ease as a Google search.
How Aquant helps: Our service engine has digested and analyzed every major home appliance and food service equipment repair manual, combining them with real-life best practices from veteran, certified technicians. The intelligent tool is easy enough for any member of the workforce to use. That empowers every member of the workforce to perform as well as your longest-tenured employees.
When knowledge is easier to acquire, employees can work on honing soft skills like customer service and relationship building.
3. Offer Clients Remote Resolution Options
How many times have technicians been dispatched to a job site, only to arrive and find that the solution was as simple as hitting the restart button or flipping a switch? Customers don’t want to wait days for a solution that they could have fixed themselves in minutes. And your business can’t maintain wasted truck rolls in the face of a demand avalanche.
A better solution: Train customer support to resolve less complex issues during the initial customer call. Instead of having them flip through manuals or consult decision trees (which takes time and can be frustrating), give them options to triage issues in a matter of minutes using an intelligent, digital tool.
How Aquant can help: We’ve created an intelligent — and evolving — database of service information based on millions of service tickets. Using the smart triage system, your support agent walks through two to four service issue scenarios with the customer, and the tool identifies the most likely solution. If it’s a simple fix, you can guide the customer through remote resolution.
Increase the Number of Brands You Support While Scaling Up
In addition to helping your technicians solve problems faster and more accurately, Aquant is like a cheat sheet for repair and maintenance companies. With data from all the top major home appliance and food service equipment brands, you have access to a pre-populated database with the information any technicians need to get the job done, regardless of the brand.
Further Reading:
- Read more about Aquant on Field Service News @ www.fieldservicenews.com/aquant
- Read more about Service Leadership @ www.fieldservicenews.com/service-leadership
- Learn more about Aquant @ www.aquant.io
- Follow Aquant on Twitter @ twitter.com/Aquant_io
- Follow Aquant on LinkedIn @ www.linkedin.com/aquant.io
Jul 08, 2021 • Features • management • BBA Consulting • field service management • Jim Baston • service strategies • Leadership and Strategy
Jim Baston, President of BBA Consulting Group, continues his blog series on “supercharging” revenue generation through the field service team. In this new article, he discusses the importance of clearly communicate the service you are offering to...
Jim Baston, President of BBA Consulting Group, continues his blog series on “supercharging” revenue generation through the field service team. In this new article, he discusses the importance of clearly communicate the service you are offering to your customers.
Last time, we spoke about the importance of the words that we use to describe the proactive efforts of our field team. This time we will consider how we explain what we are doing to our customers.
Can you imagine implementing a new service, making the necessary investments in tools, processes and training and then not telling anyone about it? If we’re not telling our customers about the proactive efforts of our field service teams and the service their efforts are providing, we’re effectively doing just that.
At a service conference that I spoke at recently, I asked the attendees to raise their hands if they either formally or informally encouraged their technicians to proactively recommend their services to their customers. Most of those service managers in the room raised their hands. I then asked them to keep their hands raised if they told their customers that they were engaging their technicians in this way. Not a single hand remained in the air. This result is entirely consistent with other discussions that I’ve had.
Asking ourselves whether we tell our customers about what our techs are doing is a good test for us. It gives us an insight into how we see the proactive efforts of our field service team. If we don’t tell our customers, why not? Is it possible that the reason is that, deep down, we don’t regard their efforts as a service activity but more of a sale? It’s hard to promote “selling” as a benefit to our customers.
In an earlier blog, we asked where the value was for the customer in a conversation that goes like this:
“Mr./Mrs. Customer, I want you to know that we’ve encouraged our technicians to look for opportunities for us to sell you more services so that we can get more money out of you.”
It’s hard to see any value in this statement, regardless of how noble our intentions or those of our field service team are.
In finding the right words to promote our techs’ efforts to our customers, the key is to keep in mind that we’re encouraging our technicians to use their expertise and proximity to look for opportunities to better serve our customers’ needs. Their recommendations therefore, are a valuable service.
Here is an example of how we could initiate the discussion with our customers. “Mr./Mrs. Customer, we’ve provided direction and training to our technicians to encourage them to look for opportunities to help you operate your facility/processes more effectively while they’re performing the service. Would you have any objection when they find something that will help you achieve your business goals, if they bring the opportunity to your attention?”
We can then position our techs’ efforts as a point of difference. We’re providing our customers our “heads” as well as our “hands”. When they recognize the value of these efforts and benefit from the resulting recommendations, they’ll be delighted that we’ve engaged our technicians in this way.
Next time we will consider the last item on our list – How we maintain our focus and efforts.
Reflection
Clearly articulate the conversation you will have to introduce the proactive efforts of your field team with your customers.
- What is this new service?
- Why is it of benefit to the customer?
- How does this differentiate you from all the other service providers?
- What can the customer expect?
- How will you measure your performance?
Using the same approach, how will you describe the service on your website or service brochure?
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In this course created and hosted by Jim Baston, President BBA Consulting Group Inc you will be given the tools to help you develop your own framework to implement a project within your organisation to help generate greater revenue from your field service team by shifting the perception of revenue generation away from being a sales activity to being an extension of service excellence.
This course is available to purchase for just £299.
Alternatively, this course is available as part of the Field Service News Masterclass program included within an annual subscription to FSN Elite our new membership community. Currently, while we are in a beta trial of FSN Elite we are offering a free upgrade for all FSN Premium subscribers.
FSN Premium subscription costs just £299 a year (giving you a year's access to this course and others within the Masterclass program as well as access to weekly zoom discussion calls and our in-person event)
Further Reading:
- Read more about Leadership and Strategy @ www.fieldservicenews.com/leadership-and-strategy
- Read more exclusive articles by Jim Baston @ www.fieldservicenews.com/jim-baston
- Connect with Jim Baston on LinkedIn @ linkedin.com/jimbaston
- Learn more about Jim Baston and BBA Consulting Group @ jimbaston.com
- Connect with Jim Baston directly by email @ jim@jimbaston.com
Jun 30, 2021 • News • field service management • IFS • Leadership and Strategy • GLOBAL • customer experience
Businesses are missing out on a significant opportunity to use technology to fix internal processes and address the root causes of customer experience issues in the wake of the pandemic, research from enterprise software specialist IFS has today...
Businesses are missing out on a significant opportunity to use technology to fix internal processes and address the root causes of customer experience issues in the wake of the pandemic, research from enterprise software specialist IFS has today revealed.
The global study, which surveyed 1,700+ executives and 12,000+ consumers, shows that businesses understand software has a key role to play in consistently delivering positive outcomes, but that current approaches to customer experience do little more than wallpaper over the cracks, instead of identifying and addressing systemic problems in their operations.
Although businesses claim to pay close attention to customer service, the inflection points that occur throughout the lifecycle of their operations and encompass processes, technology solutions, and human coordination are even more important to a positive customer experience – but these are far too frequently overlooked. It is only with careful orchestration of these components that companies can deliver a quality ‘Moment of Service’, in which everything comes together to create a positive result for a customer.
29% of managers don’t take action on known operational issues, while 18% are too busy to report issues not considered urgent
This orchestration is only possible when the technological foundations are in place to provide visibility of these inflection points. Only then can businesses take the appropriate action to ensure they delight, and don’t disappoint, their customers. Indeed, some 85 percent of businesses said that their enterprise software helped them measure performance and act on issues at these inflection points to affect the end customer outcome.
However, IFS’s research also uncovered that while 79 percent of businesses have invested time and resources in identifying where these inflection points are, when problems are identified nearly a third of managers (29 percent) admitted to reporting them but not taking any action. Furthermore, some 18 percent revealed they were too busy to report issues unless urgent, while just 15 percent said they proactively look to preempt problems.
Despite the majority of companies (66 percent) investing upwards of $250,000 each year evaluating the customer experience through Net Promoter Scores, reviews, and customer satisfaction surveys, it is clear that unless they resolve these issues when they find them, customers are unlikely to see a meaningful change in their experience. Indeed, 82 percent of respondents were unable to recall a single positive example of a recent frictionless customer experience. This gap between understanding and acting is a business risk that few can afford.
For enterprises that fail at the moment of service, the ramifications are significant. A quarter of consumer respondents stated they would never engage with a brand again after just one bad experience, while over half (52 percent) would abandon a company after two to three. IFS also sought to examine the impact of negative experiences on wider brand perception and uncovered that 58 percent of consumers are very likely or somewhat likely to share their negative perceptions with their network, highlighting how easily a bad interaction can be amplified.
90% of businesses now reengineering operations to ensure better customer experiences
However, it’s not all doom and gloom. Over half (52 percent) of consumers are inclined to leave a positive review, underscoring just how much can be gained by focusing on delivering an exceptional customer experience.
To ensure they’re delivering the optimal customer experiences that breed this kind of advocacy, businesses need to rearchitect themselves to remove pain points and streamline operations, rather than trying to talk their way out of issues they walked themselves into. Investing in the right enterprise technology, that enables them to not only address current problems, but adapt to emerging conditions will be key to consistently delivering positive outcomes for customers and a powerful competitive differentiator for organizations.
“When it comes to delivering a positive customer experience, businesses have a limited opportunity to get it right. And if they neglect to assure every single inflection point, they are gambling with their outcomes,” IFS Chief Customer Officer Michael Ouissi said. “There are many points where you can either delight or disappoint a customer across the value chain and it is clear from these findings that consumers are willing to voice their opinions either way. As more and more businesses look to service provision as a key competitive differentiator, running the right enterprise software—engineered for the moment of service and which is able to orchestrate the multitude of people, assets and customers—will separate the winners from the losers.”
With 90 percent of businesses stating they have reengineered or are reengineering their business to ensure customer touchpoints and stages come together for better moments of service, it is vital that companies ensure processes are optimized across each of these inflection points to mitigate issues and fuel growth.
IFS believes a composable enterprise approach, which harnesses a combination of packaged functions and technologies to derive data-driven insight and deliver positive outcomes, will be key to delighting customers and creating competitive advantage, but businesses need to move quickly to seize this opportunity.
Download a copy of the report Fixing the fundamentals: Understanding new business models and opportunities in the wake of Covid-19.
Further Reading:
- Read more about Leadership and Strategy @ www.fieldservicenews.com/leadership-and-strategy
- Read more about IFS on Field Service News @ https://www.fieldservicenews.com/ifs
- Find out more about IFS @ www.ifs.com/
- Download a copy of the IFS Study @ www.ifs.com/sitecore/media-library/assets/fixing-the-fundamentals/
- Follow IFS on Twitter @ twitter.com/ifs
Jun 22, 2021 • Features • field service • Trusted Advisor • Leadership and Strategy • Sam Klaidman
In this new article for Field Service News, Sam Klaidman, Founder and Principal Adviser at Middlesex Consulting, discusses how an OEM should organize technical support in order to provide the best experience to the customer...
In this new article for Field Service News, Sam Klaidman, Founder and Principal Adviser at Middlesex Consulting, discusses how an OEM should organize technical support in order to provide the best experience to the customer...
Both Kris Oldland and other FSN authors have been telling us that for many businesses, the new normal will be touchless service. The customer will interface with the equipment and the OEM’s technical support team will use AR/MR/VR to help the customer troubleshoot and repair the equipment. Now the question is “Over time, how will customers feel about touchless service?”Getting the experience “right” is critical for the business because in the B2C world, and more and more in the B2B environment, the most frequent customer interaction with the business is with technical support. And the quality of each experience is important because the individual’s cumulative perception of the experience they have with a business is the brand. To make matters worse, Daniel Kahneman, the Nobel Prize winner and noted Psychologist, has written about what he calls the Peak-End Rule. This rule states that for reasonably short duration, we ignore most of the details except for 1) how we felt when we had the maximum “good” or “bad” feeling and 2) how we felt while the experience came to an end.
We may not know when our customer has reached the “peak” point, but we certainly know when the journey comes to an end. So, getting each transaction to leave a positive memory in the mind of the customer is especially important.
One way to ensure good outcomes is to organize and staff technical support organizations around customer’s technical skills. The challenge of this strategy is that we have to direct calls, emails, and chat sessions to the support person who is at the same level as the customer.
First, we must understand the technical level of the people who contact technical support. In a B2C situation the technical support engineer usually communicates with either a Level 1 operator, a Level 2 person with more experience, or a trained Level 3 FSE. Here are some examples of each:
In a B2B company there are also three levels of knowledge that technical support works with:
Notice that in the B2B environment, the personnel at all three levels are well trained for their job and also know the limits of their knowledge. In the B2C situation, the Level 1 and 2 people may think they know more about taking care of their equipment than they actually do and so the technical support people have to take extra care to ensure that these people do not create a bigger problem than what they started with.
Given all of the above, the best we can do is organize our technical support organizations into levels that match the levels of the customers. Unfortunately, that is easier said than done since the company has little control who calls in to get aid to fix a problem.
The easiest solution for the OEM is to have a great reference library organized into FAQ’s that cover the issues that the Level 1 and most Level 2 callers can safely attack. And then encourage the callers to look there first before trying to talk to a live agent. But we know this solution would frustrate many customers and lead to many negative comments on social media, your NPS score would drop into negative territory, and your Sales partners would make your life miserable because you were now part of the “Sales Prevention Team.”
Another solution is to implement Chat and use that as a Level 1 triage and, when that does not work, the agent can escalate to either the Level 2 or 3 Tech Support as appropriate. If you elect to try this route, consider having the Chat agent arrange for a callback by a tech support agent. As long as the call is complete in about 3 minutes or less, the customer waiting for the call will generally not be upset.
In conjunction with the chat/live call back solution, you can make sure that your company certifies the internal people who will be calling for Level 3 support. This way they can have a dedicated telephone number and you have a reasonably good chance that the people calling in are trained enough that your experienced tech support agents can be spending their valuable time dealing most efficiently with customers.
Whatever strategy you decide to implement, make sure that your callers always feel that their time is being respected and that you take their problem seriously. Empathy and understanding can go a long way to making touchless service into a positive experience.
Further Reading:
- Read more about Leadership and Strategy @ www.fieldservicenews.com/leadership-and-strategy
- Read more exclusive FSN articles by Sam Klaidman @ www.fieldservicenews.com/sam-klaidman
- Find out more about Middlesex Consulting @ www.middlesexconsulting.com
- Read more articles by Sam Klaidman on Middlesex Consulting Blog @ middlesexconsulting.com/blog
- Connect with Sam Klaidman @ www.linkedin.com/samklaidman
Jun 17, 2021 • Features • management • BBA Consulting • field service management • Jim Baston • service strategies • Leadership and Strategy
Jim Baston, President of BBA Consulting Group, continues his blog series on “supercharging” revenue generation through the field service team. In this new article, he discusses the importance of evaluating the words we use within our organization to...
Jim Baston, President of BBA Consulting Group, continues his blog series on “supercharging” revenue generation through the field service team. In this new article, he discusses the importance of evaluating the words we use within our organization to describe the technicians efforts to help the customer.
Talk the walk. Language is important. Our team will scrutinize what we say in an effort to understand what we mean. So, if we tell everyone that their proactive efforts is a valuable service but we talk about it as if it’s a sale, then our team will think that our service ideas were just for show. If the team feels that the proactive initiative is really a sales program in disguise, it’s unlikely that we’ll get enthusiastic participation from them. We might get lots of lip service, but no one is going to do the really uncomfortable bits like talking to the customer about an idea that they have. Leave that to the sales team.
Here is an example of what I mean by not “talking the walk”. We’ve introduced the initiative, everyone is excited and at a service meeting we decide to report on the efforts of someone on the team. We announce with some fanfare that: “As a result of this technician’s efforts, we have increased our sales to this customer by 10%. Way to go tech!” Hmmm, sounds like selling doesn’t it. Notice that the words view the benefits from the service company’s perspective. It’s focused on what the tech’s efforts have done for our company, not the service impact for the customer.
Please understand that I’m not suggesting that there’s anything inherently wrong in recognizing the tech’s efforts and saying those words, it’s just that by speaking about the tech’s accomplishment in this way we may do more to dampen enthusiasm around the initiative than to boost it.
Recognizing the tech’s efforts by “talking the walk”, starts with describing those efforts from how they impact the customer rather than our service company. For example, we could say: “As a result of this technician’s efforts, we’ve helped this customer lower their operating costs and reduce their risk of failure”. In other words, rather than talking about how the technician’s efforts helped us (sales), we’ve talked about how their efforts helped the customer (service).
It’s worth taking the time to evaluate the words we use on a regular basis to describe our techs’ proactive initiatives to help the customer. Do we use words like “sales”, “selling” and “cross selling” as part of our regular vocabulary? Do we talk about your techs’ efforts from how it impacts our business rather than our customers? This awareness will help us be more sensitive to what we say and help ensure that we talk about our techs’ efforts as the valuable service that it is.
Next time we will consider how we promote what we are doing to our customers.
Reflection
Over the course of the next week, listen carefully to and make a note of how people within your organization talk about the role of techs in business development. How many times do they use the word “service”? How many times do they use the word sales?”
Evaluate your own words. When talking about the results of the techs’ efforts, how do you describe it? Do you talk in terms of how those efforts benefit your company or how they benefit the customer?Create a plan to raise awareness of how you and the rest of the management team speak about your techs’ proactive efforts and how you will change the talk to align more with the walk.
Further Reading:
- Read more about Leadership and Strategy @ www.fieldservicenews.com/leadership-and-strategy
- Read more exclusive articles by Jim Baston @ www.fieldservicenews.com/jim-baston
- Connect with Jim Baston on LinkedIn @ linkedin.com/jimbaston
- Learn more about Jim Baston and BBA Consulting Group @ jimbaston.com
- Connect with Jim Baston directly by email @ jim@jimbaston.com
Jun 15, 2021 • Features • Leadership and Strategy
Kris Oldland, Editor-in-Chief, Field Service News is joined on the Field Service News Digital Symposium by Hilbrand Rustema, Managing Director and Founder of Noventum to discuss the findings of Noventum's Remote Service Delivery Benchmarking study.
Kris Oldland, Editor-in-Chief, Field Service News is joined on the Field Service News Digital Symposium by Hilbrand Rustema, Managing Director and Founder of Noventum to discuss the findings of Noventum's Remote Service Delivery Benchmarking study.
During the discussion, Rustema outlines the key data trends that emerged within their study as well as offering his deep-level insight into the meta-trends of field service and how these have shifted dramatically in recent times.
Here, Rustema takes a moment to reflect on how significantly the field service sector has evolved in the 20 plus years he has been working within it.
Find out more about this study and the work Noventum undertake @ www.noventum.eu
Want to know more?
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We would also point you to the excellent Service Centricity Playbook that is available over at Noventum Service Management's site which you can access on @ https://www.noventum.eu/the-service-centricity-playbook
Further Reading:
- Read more exclusive Field Service News content from Hilbrand and the team at Noventum @ https://www.fieldservicenews.com/hs-search-results?term=Noventum
- Read more about Digital Transformation @ https://www.fieldservicenews.com/blog/tag/digital-transformation
- Follow Noventum Service Management on Twitter @ https://twitter.com/ByNoventum
- Read more research-based content dedicated to the field service sector @ https://research.fieldservicenews.com/
- Connect with Hilbrand Rustem on LinkedIn @ https://www.linkedin.com/in/hilbrandrustema/
Jun 09, 2021 • Features • service excellence • technology • Aquant • Covid-19 • Leadership and Strategy • GLOBAL
In an age of Uberization, customer service expectations are higher than ever in our post- pandemic world. The answer to meeting those expectations lies within the rich data sets we have on each customer. However, the flow of information often...
In an age of Uberization, customer service expectations are higher than ever in our post- pandemic world. The answer to meeting those expectations lies within the rich data sets we have on each customer. However, the flow of information often reaches us too late for intervention. Is Artificial Intelligence the solution that will help us spot service trends before the customer relationship goes sour? Kris Oldland talks to Aquant’s Sidney Lara to find out more about this critical area of modern service excellence...
At the end of 2020, Field Service News Research undertook a major research study that globally spoke to over 240 field service organisations.
The study’s findings reinforced what many of us already knew; our industry was going through radical change. The pandemic was the catalyst, but we had already begun a journey of transformation long ago. Yet, while the technology and even the delivery mechanisms for service may be rapidly evolving, the fundamentals of service delivery remain constant.
In that study, we saw how 70% of field service organizations stated that service excellence remained a key differentiator in winning and retaining business. However, the definition of what service excellence looks like in a post-pandemic world (a world that has embraced digital transformation with both hands in a bid to better meet customer demands) has undoubtedly changed.
In today’s Uberized world, the expectation of effortlessness in service interactions has reached entirely new peaks. Our customers expect us to have joined the dots before we speak to them. They have become accustomed to the companies they choose to work with, having a detailed and intimate knowledge of their interactions. Yet, for many field service organizations, they are driving while looking in the rear-view mirror. That is to say that today too many of us (because of lack of tools, not lack of will) fail to leverage the deep customer data we have until there is a problem.
The systems in place are often adequate, but is it adequate enough when the bar has been raised so high by bleeding-edge data-driven service providers? Is the information your service department receives often simply too little and too late? When that low NPS score comes back, the damage has been done, and it can take twice as much effort to rebuild a broken customer relationship than to maintain a healthy one.
The key question then for field service organizations operating in these dynamic and fast-developing times is how can they get ahead of customer issues before they happen? The answer is by understanding all of your service data.
It is a task easier said than done, but one that can be achieved by leveraging Artificial Intelligence tools that are designed to surface the critical data that brings such insight and knowledge to the fore.
To find out more about this critical area within our sector, Kris Oldland, Editor-in-Chief, Field Service News, caught up with Sidney Lara, Service Principal, Aquant.
Kris: Customer relationships have always been important, why the urgent need now to reevaluate how well you know your customers?
Sidney: We are in the age where data is readily available almost anywhere and anytime. Customers can make smarter decisions when it comes to choosing a manufacturer or service company. So, while they may be a customer today, what are you doing today to ensure you have their loyalty tomorrow?
Additionally, as technology evolves both for manufacturers and service providers, you need to think about clearly defining your differentiating product or services. Take a step back and ask yourself if you were the customer, why would you choose a particular product or service? Do your goals align with your customer goals and how do you ensure you are meeting those expectations? If you can’t measure your customer loyalty, you may find yourself at risk of losing them. What if one day, your largest customer decided to go with another product or service? How would this impact your business?
Kris: Service leaders have quite a few tools to measure KPIs and/or customer stats, what are they missing?
Sidney: I would agree. At the same time be very careful when talking about using tools and KPIs. I have seen and talked to people throughout my career that embrace technology and KPIs for their business or operations. What can be missing is the criticalness of the measure. Meaning, why are you measuring a particular KPI? Is it the flavor of the month or year? Is it because everyone in the industry measures it? Whatever the case may be, tools can shed light on weaknesses within your organization. However, will those measures improve customer value or benefit? If it doesn’t, maybe you need to rethink and prioritize accordingly. We need to be careful not to confuse data points with insights, just because we have the data, doesn’t always mean we know how to use it in a way that best advances our goals.
Kris: It sounds like you are discussing BI tools. Why does standard BI fail service organizations?
Sidney: Thank you for asking, as this is a critical point - we need to differentiate data points and BI tools from meaningful analysis of that data. Organizations can fall into the trap of adopting BI tools and create wonderful insights to see their business strengths and weaknesses to the level they have never seen or experienced before. While the detailed visibility can be great, this can also lead to a trap of creating too many KPI’s or lead to the potential of “analysis paralysis”.
Those that know me well have heard me say “let’s not boil the ocean.” If we try to solve all issues, (with this wonderful BI Data) we will never effectively solve any of them or at least not in a timely manner.
Next you need to ask, does what I’m highlighting with my BI dashboard actually align to the company’s strategic goals? If it does, then it’s much easier for you to gain organizational buy-in. The next question is, how can we use this data to ensure visibility and timely support to solve those issues? Strategic measures need to become front page news within an organization whether results are good or bad.
Total transparency on key initiatives drives accountability and ideally creates a winning environment when everyone can see improvements month over month. Finally, and most critical, is taking timely action on those measures if you don’t meet your goals.
Teams should strive to review results as often as needed to monitor and celebrate successes. But equally important, swift action to apply timely countermeasures on missed targets is the secret sauce. Done in a very cadenced manner, you will drive effective improvements to your organization. Likewise, if countermeasures are not executed in a cadenced manner consistently, I’d be willing to bet lack of improvement will follow.
But back to the question, “Why do standard BI tools fail service?” Ultimately, BI tools provide a vast amount of information, but little direction on what information is most critical to my business goals. Additionally, they don’t answer the question, “How do I take actionable steps to address service issues?
Kris: How can service leaders make informed decisions today (based on data not hunches)?
Sidney: Service leaders must discipline themselves to step away from the inevitable daily service fires to evaluate if their services are providing customers with value.
Ask the following questions:
What are the ways that you are measuring customer value? How often are you taking the customer’s pulse of satisfaction? Are you leveraging technology to gain immediate access to this critical data?
While we often hear that service is the most important department in an organization in terms of driving customer satisfaction, service leaders need to have the data readily available to effectively navigate and analyze their services.
Even by monitoring certain KPI that on the surface appear good can still lead to customer dissatisfaction. Service leaders must have the ability to look deeply into metrics for true root cause understanding. This is where today’s AI can aid in swift decision making. Service leaders must embrace change and leverage technology to gain the best insights as quickly as possible to effectively steer the organization in the right direction. Those that do will be able to maximize customer satisfaction while improving operations that lead to growth.
Kris: What do those different outcomes look like?
Sidney: Great question - It is essential to understand all the relative data to your initiative or goal. By reacting to a metric, simply because it dipped or missed the mark can often lead to all kinds of assumptions and ineffective countermeasures. You’ll only get a true understanding of the root cause if you look at all the data (the big picture) that led to a final outcome. This leads to effective countermeasures and decision making. This is where you should leverage technology to customize the view you need for your specific needs.
Kris: What tools will ultimately help them turn the corner in their customer relationships?
Sidney: Turning the corner with customers can be easily achieved when you are the driver and/or initiator in communicating asset performance and service performance. Don’t wait for the customer to express dissatisfaction.
When you have the ability and tools to illustrate your service performance, you should want to communicate the results of your services. If your services are doing great, then this provides the platform to remind your customer of why you are a choice provider. Can you leverage these opportunities for upselling more services?
If your services are not going well, you should still take the opportunity to tell your customer what actions you are taking to improve the misses. Effective communication and transparency of your services with your customer will help nurture a relationship where customers will see you as a partner in their business and see you as a vested partner making them successful.
Kris: What’s the best way to get started today?
Sidney: I recommend getting started with AI tools or AI vendors that can understand both your business and your data on day one. Look at technology that can quickly analyze your data AND provide actionable recommendations, instead of a tool that simply visualizes data.
There are many BI technologies that have the ability to compress and summarize data so it can be difficult to decide which one is best for you.
At Aquant not only do we have the ability to compress and summarize your data, but we also differentiate ourselves by applying Natural Language Generation (NLG) and Natural Learning Processing (NLP) to enable dynamic real time feedback. We uniquely aggregate your data into a simple yet meaningful format.
As a result, Service leaders can take swift calls to action like never before. Our technology can be implemented in a matter of a few weeks enabling service leaders a jump start on your abilities to drive change.
Further Reading:
- Read more about Aquant on Field Service News @ www.fieldservicenews.com/aquant
- Read more about Service Leadership @ www.fieldservicenews.com/service-leadership
- Learn more about Aquant @ www.aquant.io
- Follow Aquant on Twitter @ twitter.com/Aquant_io
- Follow Aquant on LinkedIn @ www.linkedin.com/aquant.io
Jun 08, 2021 • Features • Leadership and Strategy
Kris Oldland, Editor-in-Chief, Field Service News is joined on the Field Service News Digital Symposium by Hilbrand Rustema, Managing Director and Founder of Noventum to discuss the findings of Noventum's Remote Service Delivery Benchmarking study.
Kris Oldland, Editor-in-Chief, Field Service News is joined on the Field Service News Digital Symposium by Hilbrand Rustema, Managing Director and Founder of Noventum to discuss the findings of Noventum's Remote Service Delivery Benchmarking study.
During the discussion, Rustema outlines the key data trends that emerged within their study as well as offering his deep-level insight into the meta-trends of field service and how these have shifted dramatically in recent times.
In this excerpt, Rustema reflects on how the best-in-class organisations are leveraging remote service capabilities to drive efficiency improvements in multiple aspects of their operations.
Find out more about this study and the work Noventum undertake @ www.noventum.eu
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We would also point you to the excellent Service Centricity Playbook that is available over at Noventum Service Management's site which you can access on @ https://www.noventum.eu/the-service-centricity-playbook
Further Reading:
- Read more exclusive Field Service News content from Hilbrand and the team at Noventum @ https://www.fieldservicenews.com/hs-search-results?term=Noventum
- Read more about Digital Transformation @ https://www.fieldservicenews.com/blog/tag/digital-transformation
- Follow Noventum Service Management on Twitter @ https://twitter.com/ByNoventum
- Read more research-based content dedicated to the field service sector @ https://research.fieldservicenews.com/
- Connect with Hilbrand Rustem on LinkedIn @ https://www.linkedin.com/in/hilbrandrustema/
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