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

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

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

Selection of FLS and No-Commitment Trial

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

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

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

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

FLS VISITOUR and Microsoft Dynamics Integration

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

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

Field-based follow-up appointment booking with FLS MOBILE

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

The Results!

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

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

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

 

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Smarter customer engagement, an interactive customer service hub and streamlined knowledge management are some of the enhancements Microsoft will introduce to its Dynamics CRM platform in 2016. Microsoft Dynamics General Manager Bill Patterson gave Field Service News Editor-in-Chief  Kris Oldland the low down on the innovations .

Having spent 2015 focusing on productivity improvements in Microsfot Dynamics, Microsoft is turning to customer service experience enhancements in 2016.  "It has probably been one of the most significant areas in innovation and investment we've been making in Microsoft," Patterson states.  "We see that organisations today are operating still like they were ten years ago. They are still trying to compete on the basis of price or on the strength of their product or service that they have for their offerings. But key data is really beginning to emerge that a lot of consumers today are largely beginning to stay with brands due to the customer experience and we see customer service playing a huge role in that realm of differentiation."

We have all been part of good customer services experiences but those that we remember oftentimes are the most extremely bad ones. What we are trying to do for enterprises today is really help them understand their customers, help them engage with their customers and help them empower their employees to really drive and centre that degree of engagement."

"While organisations may understand this dichotomy, the reality that they find themselves in today is that a lot of their tooling is dated, a lot of their systems have not been modernised to keep up with the needs of their customers and they are struggling with the proliferation and explosion of channels in the digitalisation of the service experience like never before."

Indeed,  in the modern world of the empowered consumer building a cohesive customer experience that translates across the multitude of different touch points with your organisation is critical. "This notion of digitalisation and the empowered consumer really is creating a juxtoposition with the enterprise, because the agent today is mostly dealing with technology and screens that were built for the last decade of computing."

 

This presents one of two key challenges for today's service-oriented organisations.  While the challenge to deliver the level of service excellence is spread across a growing number of channels, simultaneously there is the challenge of overcoming high employee churn rates within customer service roles which Microsoft analysis of labour statistics around the customer service role both in the US and the UK has revealed as worryingly high at around 27%. "If you think that one in four of your team is turning over every twelve months increasingly it's a really struggling proposition to keep employees engaged and empowered to ultimately to deal with customers. "

"And that meta-trend - the ability to engage with customers and to empower employees - is really what's driving Microsoft, what's driving our innovation force behind our set of releases."

With their latest roll out their Dynamics platform, Microsoft is looking to resolve these challenges with three new elements that Patterson describes as being at the centre of that employee empowerment and customer engagement problem set for an organisation. Perhaps the biggest of these changes, and one that is likely the headline grabbing development, is a complete overhaul of the user experience.

"Most CRM systems have been built over time with this notion of the relationship and relationships take time to emerge and unfold for an organisation," explains Patterson. "So it's s oftentimes that a CRM system is designed with lots of data, lots of forms and lots of views. For organisations who need to keep up with high scale but low amount of data within an interaction there was a dichotomy between the optimised user experience and the user experience we find today in most CRM systems."

"So we went back to the drawing board and back to the core of the user experience itself and designed what we think is the most productive user experience for customer service agents on the planet."

A bold statement indeed.  So what is the detail behind the hyperbole?

Interactive Service Hub

The UX Microsoft has introduced is called the interactive service hub. It has the ability to handle large screens of information, and to take a screen and easily turn it into an interaction. It's a technology that many will be familiar with in social solutions, Patterson readily admits. However bringing it into the customer service team at large to help them engage across all the digital channel - web, social email and so on - could be a very powerful tool.

"There is also a focus on building much tighter integration between what Microsoft refer to as Tier One agents (those who have to deal with the most volume) and Tier Two agents (those who have to deal with the escalations coming from the tier one team).  This could prove an important aid in increasing efficiency resulting in speedier resolutions for customers.

 

That interplay between tier one and tier two today for most organisations is where you see the highest degree of latency in closing a business operation. It is our belief that if we can bring the tier one and tier two teams together in a way that information is continuous and seamless throughout a service funnel, then we could help teams react, respond and resolve issues much easier than before.

Smarter customer engagement

2016 will see the release of what Microsoft calls smarter customer engagement.  It's an interesting concept that builds upon their own social engagement technology while addressing what is perhaps a key flaw. "What sentiment and social screens have proven is that it's a signal, a belief at a point in time but it may not get to the full unearthing of a customer perspective on things," Patterson begins. "So in addition to some advances we're making in the social engagement side we're introducing our Voice of Customer solution." This is based on some tech acquired last spring to go to the next level of voice-of-the-customer and feedback as part of the business process."

"When you combine the sentiment analytics with the enriched information on an interaction or on a survey perhaps, organisations can further understand their customers in a way that's not just only a point in time or what they might have said on a social network. The combination of these two is how we see organisations truly coming together to engage in new ways with their customers."

Knowledge capture and management

The third of the new developments particularly caught my attention as it is a tool capable of helping tackle a significant issue being faced by many, many field service companies: the challenge of capturing the knowledge, locked away in the heads of a workforce rapidly set to walk away from the business as they reach retirement age.

Again the challenge is two-fold, firstly there is the capture of this knowledge to ensure it remains in the organisation and secondly there is the need to make this knowledge easily accessible.

 

Microsoft's knowledge capture platform incorporates a WYSISYG designer to allow for simple and easy creation of content, as you'd expect, but perhaps more importantly they have also included social collaboration tools which allow companies to bring teams of people together to work in tandem on the creation of an article.

The upshot of this is that either each article becomes less disputed or you create fewer articles authored by individual experts who have distinct points of view. Either way it makes for a more streamlined approach to developing a knowledge bank and when the aim is to help deliver quicker understanding to your workforce and swifter resolution to customer problems, then quality should always trump quantity.

This is also something that Microsoft are acutely aware, says Patterson, pointing out that most knowledge management solutions have been built more as knowledge aggregators which end up taking in so much volume and so much data that agents really get lost in the cloud of information.

"Often what happens is an organisation will spend so much time indexing and not enough time thinking about the meaningful information that helps drive an interaction to a resolution.  Over time the knowledge index becomes less and less trusted by the customer service team."

"So our focus was putting the knowledge into the core hands of the agents and the experts inside an organisation who can put the right information into the hands of the customer service interaction team so it can become a more thoughtful and ambient experience for an agent."

Supported by a powerful machine learning engine, the knowledge management tool analyses the content of what an interaction is about and pro actively surfaces and pushes the right knowledge into the hands of the agent whilst they are taking the call. This ability to place focused content intelligently in the right place at the right time could hugely improve resolution times within a service centre. However, the magic doesn't end there as the system essentially continues to refine itself through each interaction.

"Once that intersection between knowledge and interaction come together that binding, that fusion if you will, actually tunes the machine learning engine even further and enriches it even further this article solves this problem," enthuses Patterson.

Each of these developments are exciting in their own right but together it looks like Microsoft Dynamics 2016 is certainly shaping up to be an impressive update to the platform.

However, when it is bundled together with Office 365, Microsoft’s productivity suite, for a cost of between £40 and £95 depending on your own configurations, this becomes a platform offering fantastic value. Long may it continue.

 

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Fast Lean Smart, have recently announced a new version of its industry leading scheduling solution FLS VISITOUR for Microsoft Dynamics CRM being available now for customers. 

Last week, the market was excited to see Microsoft publish the new Dynamics CRM 2015, now available for both Online and On Premise. After evaluating the new capabilities within 2015 edition, Fast Lean Smart started to invest early in supporting and extending its solution to complement and take advantage of these when available.

The recently announced new FLS VISITOUR for Microsoft Dynamics CRM version 3 supports CRM 2015 and its feature enhancements made within the service module such as enhanced SLAs, hierarchy information and added CRM for tablet functionality.

Fast Lean Smart customers are able to further enhance their SLA management with the features provided by PowerOpt scheduling engine - helping to optimise the daily scheduling based on multiple parameters and real-time status feedbacks from the field staff.

Guiding the user through the process of scheduling in the most efficient way of providing all data needed was one of the main focuses, taking into account the new branching capabilities of the business process flow feature. The scheduling approach feels natural and always accurate even in complex rule scenarios.

 

Version 3 also supports the new Microsoft Parature integration scenarios within Case Management and provides new capabilities inside offered mobile client applications. The newly introduced feature of self-service scheduling within mobile applications guarantees more flexibility in providing field services. The overall user experience of FLS VISITOUR for Microsoft Dynamics CRM reaches new heights.

The software of Fast Lean Smart is the only scheduling solution in the market based on extending and enhancing the out-of-box CRM scheduling engine and related entities. All the data needed is stored within the CRM database which enables complex PowerBI scenarios and soon the new PowerBI add-on module will launch, providing better analytics on historical job completion and forecast for the upcoming workload.

“We cooperated closely with other market leading solutions like AdxStudio Portal and ClickDimensions Marketing add-ons, evaluating how to extend solution capabilities to best effect and benefit of each other”, said Carsten Groth, Technology Product Manager. “The results are a new portal integration scenario and providing field service surveys within mobile applications”.

Reinforcing strong commitment to Microsoft Dynamics ISV partnership, with this release Fast Lean Smart helps its customers to increase field service quality while optimising their TCO.

Contact information for eBECS:

Phone: +44 (0) 8455 441 441
email:  swilson@ebecs.com
web: https://www.ebecs.com/

 

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Services provided:

 

• Contract & Asset Management
• Service call scheduling and optimisation
• Stock & Logistics
• Quotations
• Internal Repair Centre & CRM
• Customer Web portal
• Mobile Data

 

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All about eBECS:

The eBECS philosophy is simple: Technology is about successfully connecting people, process and progress. In Field Service, profitability requires that projects are correctly estimated and completed on time while meeting or exceeding customer expectations.

To succeed today, companies need to adopt strategic and financial, project, and resource management practices. eBECS helps accomplish this with Microsoft Dynamics 365 for Field Service, an integrated solution that allows organizations to share data, work together, and make informed decisions.

Just as importantly, eBECS templated implementation and unique rapid-return methodologies deliver significant time and cost benefits to their customers.

Tailored to specific industry and business needs, eBECS’ award-winning solutions using Microsoft Dynamics 365 focus on delivering improved business performance and productivity. With Microsoft Dynamics 365 for Field Service, their Field Service customers can streamline and integrate processes, improve customer relations and service, maximise sales, minimise waste, optimise the extended supply chain and manage customer demands efficiently.

It’s a big list of desired business outcomes that the customer can happily check off, all within one integrated solution.

Most recent awards:

 

• Microsoft UK Partner of the Year 2016
• Microsoft Dynamics MEA Partner of the Year 2016
• Global IOT Partner of the Year Finalist 2016

 

 

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• 5 Reasons for Site Assessment Technical Surveys
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• Stop Stressing and Start Profiting

 

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On Demand Webinars:

eBECS publish a series of on demand webinars. Click the links below to find out more and download direct from the eBECS site.

 

• Strategic Field Service for the Construction Industry
• Microsoft Dynamics 365 for Field Service – Understand customers’ changing expectations
• Microsoft Dynamics 365 for PSA – Deliver projects on time, on budget, while maximising your highly skilled resources

 

 

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