ARCHIVE FOR THE ‘mobility’ CATEGORY

Sumair Dutta, Chief Customer Officer, Service Council takes a look at some of the key areas of focus field service organisations need to consider in order to deliver success in 2017...

Annual predictions and forecasts are an interesting activity/discipline. I like to think of them as annual affirmations as strategic investments don’t necessarily change year-over-year.

In some instances, organisations are looking to expand on what they’ve been doing.

I believe the four primary areas of focus that will yield success in 2017 will be:

1. Increasing Predictability
2. Enhancing Efficiency
3. Identifying New Opportunities
4. Empowering Customers with Access and Information

The internal investments in data, automation, talent development, and engagement process realignment must be aligned with these objectives .

In each of the four focus areas, I’d like to share an activity or investment that’s likely to be top of mind.

Increasing Predictability

Focus Initiative: Executing on Predictive Models.

In our research, we’ve found that most organisations have used investments in IoT or analytics to increase their efficiency.

They are finally turning an eye to the predictive power of this information and in building delivery models to support predictive service. Effective delivery models (over-the-air, self-service, remote assistance, partner-based support, field support) of predictive support can be built on the existing reactive infrastructure, but do require an investment in training, communication, and change management. To that end, the service organisation needs the support of other business groups, mainly R&D, IT, and Sales and Marketing.

Emerging Initiative: Going deeper into customer feedback data to predict future events and avert negative outcomes.

Enhancing Efficiency

Focus Initiative: Better Use of Better Information.

Over the past five years, service organisations have made significant investments in mobility to empower the field service staff and in unified desktops to empower contact center staff.

In these investments, organisations have focused on making sure that all information necessary was available at the front-lines. The problem was that the information wasn’t available in context, making it difficult for front-line staff to use this information.

To tackle the glut of information on the front-end, we do see organisations re-evaluate technology investments to ensure that the right information is prioritised for front-line staff. Outside of technology, we actually see a great deal of investment into the structure and design of training programs and content to ensure that front-line agents are able to act on information that is made available to them.

Emerging Initiative: Evaluating Augmented or merged reality in field service and in training as it enhances the reach and scale of a centralised expert model and drives more from available and experienced talent.

Identifying New Opportunities

Focus Initiative: Diving into Installed Base Management.

While organisations are always on the lookout for new customers and new services to sell to those customers, there is an increasing recognition of the need to accomplish more with the existing installed base. In this, organisations are focusing their analytical minds on the portfolio of existing customers and the products and services that might be needed to improve retention and increase customer value.

Emerging Initiative: The development of customer care (customer success) teams that enable a consistent communication with customers to uncover pain points, challenges, and opportunities.

Empowering Customers with Information and Access

Focus Initiative: Improving Ease and Reducing Effort.

Motivational speakers often state that a differentiated experience comes from the ability of an organisation to surprise and delight its customers. In equipment-centric service the word surprise isn’t looked at as a positive.

Yet, there is a greater push from equipment manufacturers (and other organisations) to improve the experience that’s delivered to customers. Some of this can be attributed to consumerised experiences delivered by the likes of Uber and Amazon. Organisations we work with are looking to make it easier for customers to do business with them and this correlates with reducing customer angst and effort in seeking and acting on information.

Emerging Initiative: The use of messaging as a communication channel in on overall interaction portfolio to offer customers a greater degree of choice and convenience.

2017 is going to be anything but predictable. Yet the recipe for service success doesn’t change much.

Customers continue to take charge with increasing demands and expectations and organisations must respond with clinical efficiency internally and value filled interactions and touch points with customers.

 

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Laraine Geddes from Kirona, experts in dynamic resource scheduling, mobile and field service technology contributes an exclusive guide to successfully managing your organisation’s field based workforce...

1. Eradicate paper based systems

Expecting field workers to use paper based records is fraught with potential disaster and inefficiency. Paper based systems often required duplication of work, with data having to be re-entered into back office systems.

KIRONA’S TIPS:

• Deploy mobile applications in the field so that employees only have to record information once while in the field. This improves accuracy of data and frees up more time to carry out more jobs per day. Mobile communication can also reduce inefficient back office administration tasks, or be used to record the information needed for audits.
• Use a workflow driven series of checklists and fields on the mobile device to make sure individual workers follow a standard process. This will ensure continuity of good practice across a region.
• Mobile devices are far more secure than paper. If they are lost data can be locked down through encryption, or Mobile Device Management systems.

2. Dynamic scheduling

Efficiently appointing who visits which site is simplified using dynamic scheduling rather than manual scheduling. Staff availability vs skills vs customer/site availability is difficult enough to balance, add to that factors like service levels, job location, cancellations, even traffic on the road and efficient scheduling is almost impossible.

KIRONA’S TIPS:

• Deploy dynamic scheduling software that can, in real-time, optimise the utilisation of workers in the field - the right person goes to the right location at the right time. This way they spend more time on site and less time waiting for the next job or, for instance, driving unnecessarily long distances to the next job
• Scheduling software can be tuned to deploy personnel based upon pre-set ‘rules’. Work with your technology vendor to utilise this feature so that services can be optimised; like prioritising workers that have visited the site or customer before, or restricting distances to be travelled by employees, or scheduling according to customer needs.
• Consider that most mobile working visits will usually need a follow up visit or another appointment made with a different worker – your scheduling software can allocate new appointments and visits – there and then3. Integrate Systems

Busy staff are often overwhelmed with the amount of departments or agencies they have to collaborate with and the number of systems that they have to provide information to.

By failing to integrate these systems, workers spend many more hours than need be, rekeying data into multiple back-office systems – duplicating effort and creating the potential for mistakes and errors.

KIRONA’S TIPS:

• Choose a mobile solution that can integrate and ‘communicate’ with any system. If implemented correctly this will mean that staff will only need to enter information into their mobile devices once, whereby the data then populates all relevant back-office systems automatically.
• Integrating mobile applications with scheduling systems is particularly powerful. The mobile software can updates the schedule with the emerging day information; allowing visits to be automatically redistributed between staff where visits over-run, customers are unavailable, appointments are cancelled etc.

4. Visibility of front line services

By failing to have visibility of operations in the field, organisations fail to respond to challenges as they happen and lose the opportunity to resolve them at minimum cost and disruption to the customer.

KIRONA’S TIPS:

• Providing mobile devices enables you to track all the factors which impact field performance like: routing of employees, time spent onsite, incomplete jobs, missed appointments, lateness etc. This data can be used to analyse operations, fine tune the scheduling engine or to demonstrate ongoing improvements in efficiency.

5.Having customer information to hand

Arriving at the customer’s location without complete historical notes puts the service provider at a disadvantage when providing its services and is disappointing for customers who expect their service provider to have comprehensive knowledge of their relationship.

KIRONA’S TIPS:

• By using mobile technology the appropriate notes can be delivered to the workers’ mobile devices when they are needed. This means a professional can provide a service with the continuity the customer would expect. It also reduces the risk of them not being able to deliver that service on their first visit.
• Organisations can allow historical records to be sent to field workers for that customer, allowing them to see full details of historic work completed with any certificates, photos, contracts that are relevant. They can also see future planned work future work. This minimises the risk of duplicating work that has already been done or will be done during the course of a contract.

 

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Resource Type: White Paper
Published by:  FieldAware
Title: Making the move to mobility: the digitilaisation of field service

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Synopsis

Field service organisations have always embraced technology, and the rate at which technology has developed in recent years has led to true revolution within our industry...

Providing both a comprehensive overview and practical advice on how you and your organisation can improve efficiency and productivity amongst your mobile workforce this white paper explore a number of key areas including:

• Extending your back office into the field
• Empowering your field workers
• Focussing on the right mobility tools for your business

Published by FieldAware this white paper covers the key considerations service leaders should focus on to ensure they able to harness the power of this new wave of mobility in field service management...

To access your copy of this great resource simply click the link above and complete the brief form to register.

Overview

Field service organisations have always embraced technology, being early adopters of field service management software since it was introduced in the late 1970s.

Originally designed as on-premise, server-based scheduling solutions, the software was very much focused on enabling the back office to improve the efficiency of work order scheduling and dispatch. Technicians however, had only limited access to job and customer information due to the cost and performance limitations of existing devices (proprietary handheld devices or laptops) and networks.

The mobile evolution has shifted this balance. With the widespread adoption of smartphones, for example, over the last decade, digital mobile devices now form an integral part of both work and personal lives. Add to this the proliferation of tablets in the last mobility wave five years ago with the introduction of the iPad and most companies now use some form of mobile device. This use may be a mix of smartphones, tablets and laptops, but as such the focus of the service work has now moved significantly on to the field technician.

Extending the back office into the field

Although the technician is the “new” priority for field service organisations, back office processes remain essential components of any service operation. The right mobility solution gives the whole organisation the ability to manage the workflow seamlessly and keeps all operational elements connected.

For the back office, a mobile solution which easily integrates into existing systems is critical, as often within a field service organisation a mix of best of breed solutions are employed due to the niche nature of the work carried out. This can often mean that systems are used in isolation and data from one system doesn’t always assimilate with others. An integrated mobile solution means that the two-way flow of data and information is captured just once and in a consistent and efficient way.

Empowering the field worker

Managers and technicians, alike, report that the key to any technology implementation is ease of use. Taking time to learn new, complicated ways of working puts up barriers to adoption which workers may well look to by-pass and either go back to the way things used to be done or patch together their own and disparate ways of using the various solutions.

Equally both older technicians and newer more technology-savvy workers may resist the change, but with a solution that is easy to use the implementation is easier and quicker adoption inevitably means a better ROI.

Implementing mobility and the next evolution

While it is recognised that most companies now use some form of mobility, it is also acknowledged that the majority still do so in a basic way; to enable a checklist approach to their work. Those that still work with paper-based systems report they will look to move to digital mobile platforms in the near future, understanding this disadvantage affects their ability to be competitive.

Focus on the right mobility solution

Whether you are looking at developing a current mobility strategy or introducing a mobility solution for the first time, how do you choose the right software for your business with the many solutions on offer today?

From working with a range of companies in different industries, FieldAware have found that whatever type of field service organisation you manage there are some principals that cut across the different requirements and these are revealed in this section.

Focus on performance

The face of field service has changed. Technicians are the priority, and they need the tools and access to the information that will transform them from corporate overhead to revenue and profit generating brand proponents.

Technology has changed. The world has “gone mobile”. Smartphones and tablets are powerful and relatively inexpensive, and the networks that support them are fast and reliable.

Mobile apps must have capabilities which take the technicians’ role into account, without forgetting the back office. Cloud-based web applications deliver advanced capabilities (scheduling and dispatch; asset, parts, customer and roles and rights [security] management; employee time tracking and comprehensive reporting) and must be easy to use and easy to integrate with existing ERP, CRM and accounting systems

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For more detailed information on each of these topics and a how you can better harness mobility in your field service operations click here and download the white paper in full now!

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As part of FieldAware’s current mobility campaign Kris Oldland, Editor-in-Chief, Field Service News, caught up with Steve Mason, Chief Revenue Officer with FieldAware, to get his insight into what to expect from mobility as tool in modern field service... 

KO: So why focus on mobility?

SM: With advancements in field service management software going hand-in-hand with the mobile evolution, the focus in service operations is quite firmly now on the field worker themselves.

This is quite right too. The technician or engineer has long been the face of the organisation and often the only direct contact a customer will have, so the customer experience they are able to deliver counts for a great deal.

The technician needs a mobile solution which helps them to do their job in the best possible way. The workflow to and from the back office has to be seamless as this quick and easy access to information enables better decision-making and ultimately improved resolution.

Through integration with other back office systems the field worker has access to the job history and customer records allowing for a more detailed understanding of not only the task at hand but also what has happened before and why.

Knowledge of the different elements of the task are often fundamental in the delivery of service excellence and turning up to site with this information at hand or having access to it, as we know from business or personal experience, delivers an improved customer experience.

KO: We hear too much about companies investing in fsm solutions and not maximising the value – what do you recommend?

SM: From working with a range of companies, who are either looking at developing their mobile strategy or starting out from scratch, we’ve found that there are some common principals.

Ease of integration is key. You don’t need to have to think about changing your whole field service solution. Extending the life of current systems is all important so look at mobile solutions which will leverage and expand their use.

Implementation needs to be as quick and straightforward as possible. A lengthy implementation process will defeat its objective. So being up and running in days, not months, should be the realistic goal - delivering a much faster ROI.

Any mobility solution should be easy to use. Overly-complicated systems will be bypassed and worked around or ignored all together. The easier to use, the quicker the adoption and the better the ROI.

All mobility software needs to be agile and able to move with the next generation of mobility. Developments are moving fast, so providers keeping their solutions up to speed is important.

It is crucial for any mobility solution to work across mixed digital devices.  The apps will need to work across different operating systems too.

Vitally, mobility is about the anytime, anywhere access to information and it is essential that your solution makes it as easy as possible to achieve this.

KO: What next for mobility?

SM: We’re excited about embedded communications in mobility, as with customer expectations higher than ever, the ability to streamline the service process and deliver faster, better service creates a richer customer experience.

Real-time communication technology, combined with field service automation solutions will bring service businesses an entirely new way to communicate across the organisation and with customers.

As an example, innovative collaboration tools improve task completion through real-time contact with remote experts through a smartphone or tablet, for improved first-time resolution rates. These capabilities are akin to augmented reality without the prohibitive costs of the hardware. Remote experts can assist multiple technicians, so speeding up the completion and accuracy of the work, while balancing the cost of an organisation’s service delivery.

At FieldAware we see this as a game changer for any company focused on enhancing the customer experience.

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Want to know more? Click this link to download FieldAware's latest white paper 'Making the move to mobility' now

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Manuel Grenacher, CEO of Coresystems, reflects on the benefits for mobile in field service...

Selfies. Games. Social media. We’re all familiar with the image; a co-worker’s face buried in a smartphone completely engrossed by what they’re seeing on the screen.

They’re far off in another digital world.

Previously, mobile devices were seen as an on-the-job distraction. Today, mobile devices enhance how field service technicians do their jobs, leaving satisfied customers in their wake.

Although consumers are using apps, smartphones, and tablets on a daily basis, many field service companies see barriers to implementing a mobile solution, such as the cost of technology or low ROI. According to the Aberdeen Group, 48% of field service organisations are resistant to change. (Source: The Mobile Technician: The Evolution of the Connection in 2015, Aberdeen Group, July 2015.)

Here are the reasons why you should overcome those barriers and make your technicians mobile:

Real-Time, Flexible Problem Solving

Today, everything is expected to be immediate.

When a customer’s machine breaks, they don’t want to wait days to schedule a service appointment. Service has to come on-demand and in real-time.

 

The so-called “On-Demand Economy” allows us to order pizza, a taxi, or someone to help us with our groceries with a tap on our smartphones.

Why should it be different for field service organisations?

Mobile devices equipped with field service software allow service techs to ask colleagues questions or seek out information and machine manuals so they can properly diagnose and service a product on the first try.

This becomes especially important when you have new technicians joining your organisation. It allows them to quickly get working and still be able to consult with more experienced employees.

And while many companies have begun to wisely focus on both preventive and predictive maintenance, it is “important that organisations remain vigilant and flexible enough to be able to adjust to unexpected events which could not be forecast,” says Aly Pinder, Jr., Senior Research Analyst at Aberdeen Group.

To put it more plainly, sometimes accidents happen and things break suddenly that were not--or could not be--predicted.

With that in mind, field service companies need to have the option to utilise mobile technology to handle these types of situations immediately.

When equipped with mobile devices, technicians are connected to the answers they need to solve problems wherever they may be. According to Aberdeen Research, 69% of Best-in-Class organisations “equip the field team with access to peers and remote experts through mobile devices.”

Better Customer Service

Great customer service is critical in today’s business climate. The tools you invest in for your business must improve service for your customers.

This is another reason why having mobile technicians is valuable. Well-performing companies have used mobile to encourage their techs to perform better, and to differentiate the field service they offer from the competition.

 

Hotelier Sepp Greil, who uses Cald’oro coffee machines in his hotels, was impressed by the company’s implementation of Coresystems' Field Service software.

“For me, seeing all the efforts listed on an iPad was new, but I could understand exactly what had been done,” Greil said. “The service was rendered much faster and more efficiently and I can only congratulate the company on implementing this solution.”

Today, technicians are expected to deliver great customer service on top of completing fixes and service calls.

Technicians are now salespeople and customer service agents, in addition to being engineers.

Now if, for example, a customer cannot be on-site while the field service tech is there fixing a broken machine, a mobile device can be used to confirm with the customer that the SLA has been met.

A Connected Team

Going mobile isn’t just for your technicians, and it doesn’t benefit only them either. Great field service companies work with their IT departments to create a mobility strategy that is inclusive and beneficial across the board, not just for technicians who use mobile in the field.

When implemented correctly, mobility will assist techs in being more productive, give customers better and faster service, and help executives and leaders of the company have a real-time perspective of how the field service company is operating.

 

Still, companies should invest in mobile wisely, not like a teenager looking to get the newest device because it’ll make him the most popular kid in school until every other kid gets one too.

Investing in mobility is an on-going, strategic business element. Aly Pinder Jr. of Aberdeen Research says: “The Best-in-Class leverage mobile to provide the field team with real-time information, the entire team with integrated data, and management with the insight into field performance and location of service resources.”

Happier Technicians

Utilising mobile field service software not only makes your customers happy, but it can also make your technicians happier at work. Now is the time to make the switch from paper-based systems to mobile to give your techs the ability to deliver better service.

 

And the Best-in-Class have a 76% employee satisfaction rate, which is higher than industry standards and laggards. Mobility also takes training out of the office and gets new technicians out in the field sooner. Thanks to mobile devices, new technicians will have all the training tools they need along with direct access to their peers and colleagues who can help them through more difficult fixes.

 

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Aberdeen's Aly Pinder explores the all pervasive nature of the modern mobile...

When was the last time you woke up from a night’s slumber and didn’t first check your smart phone or tablet for an update on what you missed over night? What’s the weather? Is there traffic? Do I have a 9am meeting I am already late for?

This attachment to mobile technology is not just a trend for millennials and their younger co-hort. From toddlers to grandmas to the field service technicians, mobility is becoming a way of life.

But with this level of ubiquity comes some missteps by service organisations as they look to drive value in these investments. In order to avoid a technology journey which will lack the impact that top performers achieve, service organisations should keep a few best practices in mind:

• Make technology simple for your techs. The fastest way to achieve zero to low ROI on a technology investment is to have technicians who decide to work around the solution because they are not on board for this IT initiative. Technicians should be involved in the identification, selection, and deployment of the tools they will have to use as a part of their daily activities. Being forced to use a tool because the home office said it will drive productivity is not a guarantee of adoption. Technology is no longer a foreign subject for the field, but no one likes to be forced into change.
• Open a window from the customer, to the field, all the way to the back office. Often times the discussion around paper forms and a move to mobile tools surrounds around cost savings, efficiency gains, and the ability to increase turns of the wrench. These are all benefits, but the value of mobility goes well beyond these tangible and low-hanging fruit KPI. Mobility provides a view into the field and each customer interaction. And as organisations continue to jockey with competitors and third party service providers, it is imperative that the service organisation have real time insight into the service experience so adjustments can be made to ensure the customer experience is continuously improved.
• Mobility must be an on-going journey, not a one-time IT investment. Too often, IT roadmaps are not created for the service team but instead are reserved the rest of the enterprise. But as service, assets, and customer relationships become more and more complex, it is important that technology for the service team is an area which receives constant attention, investment, and re-evaluation. This doesn’t mean that this has to be a cost drain, on the contrary if service technology initiatives follow a clear strategic vision it will avoid the pitfalls of long drawn out implementations which show no ROI.
• Find the tools that work for your team. Mobile technology is an aspect of field service which most mirrors the consumer world when it comes to excitement and ‘cool’ factor. Many service organisations are evaluating and investing in the latest technology around tablets, smart phones, and wearables. But much like the consumer space, if you haven’t identified a clear need, business value, and implementation strategy to maximise the technology’s use this will be a waste. I can’t count the number of devices I have hidden away in a closet in my house because after a short period of excitement the tool didn’t actually improve my daily life. Don’t let this happen for your service organisation or your field service technicians.

Mobile technology is rapidly evolving and it is a very exciting time to be involved in field service as organisations are investing in the latest tools to help their technicians.

But organisations must remain focused on a clear strategic vision which maximizes the value of mobility while also ensuring that this is part of an on-going improvement model. If this approach is taken, organisations will find that not only will their field teams have the tools that help them navigate the 21^st century but they will also be able to deliver exceptional service to customers.

 

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In the continual evolution of field service, mobile will continue to be the most impactful technology for enterprise field service in the near future, more so than the Internet of Things, writes Sumair Dutta, Chief Customer Officer for The Service Council

Field service, as a discipline, is changing. The rate of change isn’t as dramatic as the typical prognostications of technology-focused publications and outlets. Yes, IoT is having and will have a huge impact. So will wearable technology. But remember, this is an industry that isn’t completely mobile. Pen, paper, and the clipboard, are still considered useful tools. Technology is increasing the rate of change in field service, but the overall industry is one that is still quite cautious.

In early 2015, nearly 200 organisations participating in a field service study conducted by The Service Council highlighted the following as their top focus areas for 2015:

• Process control, review, and management
• Field service execution
•  Talent management
• IT infrastructure for field service

These areas are similar to some of the priorities outline by survey participants in 2014. What is different about 2015 is the increased focus by organisations to lay a strategic foundation for their field service businesses to support sustained business growth. It's not just about cutting field service visits, but more about maximising the value of necessary field service visits. With this in mind, we see a continued evolution of field service around these three major areas:[quote float="right"]It's not just about cutting field service visits, but more about maximising the value of necessary field service visits

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1. Service Model Integration:
   Reactive field service isn’t dead. Organisations were more likely to see an increase in reactive field service visits in 2014 than they were a decrease in these visits. In 2014, 41% of organisations polled saw an increase in reactive field visits over the course compared to only 28% of organisations that saw a decrease. While organisations are looking to eliminate unnecessary reactive field service visits with the aid of connected or self-service business models, their service portfolios are still comprised of a heavy dose of reactive field service visits.  The primary goal with reactive visits is to increase efficiency so that the first reactive visit is the last reactive visit. However, organisations are also looking to enhance value delivered per service visit wherein an onsite visit is seen as an opportunity to share knowledge with, provide advice to, and improve relationships with the customer. Eventually the hope is that this leads to better trust, increased retention, and continued customer spending. In looking at the overall service continuum, the objective is to eliminate effort and inconvenience in dispatch-less service models but to maximise value when a dispatch is required. This requires a focused integration of the service delivery models around the end outcome felt by the customer.
2. Talent:
   While most organisations we poll are able to deal with their field service workloads with current resource levels, most are looking for new field service talent and are having a hard time a) finding this talent, and b) getting the talent trained and out of the door. Our research shows that 46% of organisations had unfilled positions for field service technicians at the end of 2014. In searching for new agents, organisations are prioritising customer management and communication skills so that these agents aren’t only good at fixing things, but are also able to effectively communicate with customers. Organisations are also looking to hire agents who are familiar with the use of mobile devices and applications adopted by the organisation. We’re also seeing a significant change in training philosophies when it comes to field service. The overarching objective is to get new hires out in the field as soon as possible and so organisations are prioritising online training, collaboration, and knowledge platforms, to provide field agents with an always-on and always updated mode of instruction while on the move.
3. Mobile: Mobile will continue to be the most impactful technology for enterprise field service in the near future, more so than the Internet of Things. The reason for this is that we are just scratching the surface of what mobile can do for field service, especially when it comes to workforce empowerment.[quote float="left"]We are just scratching the surface of what mobile can do for field service, especially when it comes to workforce empowerment

    

   While most organisations we poll have provided their agents with some form of mobile device, they have yet to fully empower their field agents with the capabilities of mobile technology. We’re still in the early stages of mobile maturity for field service wherein most investments have been made primarily to replace ineffective paper-based processes. However, mobility presents the opportunity to provide richer information to field agents to allow them to effectively resolve customer issues. It also offers field agents the opportunity to communicate and collaborate with broader groups across the organisation with the aim of improving productivity and enhancing customer satisfaction. Finally, mobility also allows organisations to create an army of data gatherers. This data can be used to monitor service demand, improve customer relationships, and identify opportunities for service business growth. In our 2015 service big data research project, 40% of organisations identified mobile point-of-service solutions as the avenue of data collection that they most wanted to tap into.

Field service is changing. The speed of change is picking up with the aid of mobile technology. Yet field service is still a human discipline, and human empowerment and engagement is key to supporting field service growth.

 

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Welcome to the latest edition of the Field Service News podcast. This month Field Service News Editor Kris Oldland and Paul Sparkes of Advanced Field Service discuss the findings of the latest Field Service News research which assessed the mobility tools being used by field service companies today.

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Jonathan Best, vice president of Europe and Africa, Kony Inc outlines the key steps he believes are required for successful mobilisation of a your field team... 

Mobility has proven that it’s not just a passing fad. Mobility offers many opportunities for enterprises to optimise business processes, empower employee productivity, enable real-time collaboration, improve customer experiences, and drive increased revenues.

Initially, most companies were just trying to get one or two apps out in the public app store. Many started with some type of branded consumer app, what are called business-to-consumer (B2C) applications. Businesses used these apps to allow customers to experience and engage with their brand. Often times, these apps were built and launched by the company’s marketing organisation.

Now, with the “consumerisation of IT”, businesses are not only providing mobile experiences for their customers, but also using mobility as a way to empower and enable their employees to be more productive and efficient through business-to-employee (B2E) mobile apps. Particularly those that are out in the field.

Whilst the benefits of mobility are compelling, businesses are faced with the complexity that also comes with mobile not just for IT but also for the line of business that is requesting the field services app. The sheer scale of defining, designing, deploying, and managing mobile projects can seem daunting.

To ensure that your mobile application initiative is successful, enterprises need a clear mobile strategy. Here are five essential requirements to ensure your mobile strategy is on the right track:

1. Streamline Business ProcessesStreamlining operations is the first initiative that enterprises need to address when mobilising the field force. Businesses should be planning to extend the standard back-office process to the field in an automated way, and to ultimately achieve greater operational efficiency.

   The creation of a mobile version of an existing process is a common mistake. Successful mobility is not as simple as delivering an existing system on a smaller screen. It requires thinking in a different way about what is mobilised and how. The key component of operational efficiency is enabling the field to have access to real-time information that will make their job easier and more predictable. If it doesn’t do this in an effective way, you will not see an increase in employee adoption of the app, which means your mobile initiative is doomed to failure.

2. Real-time access to real-time informationField service teams cite cost reduction as a mobile driver, which is a matter of making it easier for the field employee or technician to access to the right information at the right time. By reducing system complexity, the business can combat inefficiency and help the employee get their jobs done faster.

   Many businesses look to mobile technology to increase employee productivity. For field service teams, this means defining current roadblocks and areas for improvement. Raising the productivity of the field force could mean focusing on key performance indexes (KPIs) such as first time fix rates, time on site, and speed to issue resolution. This translates to doing the right job right the first time, by ensuring the right person is assigned and the right information is available and consumable in the way the field worker prefers.

3. SecuritySecurity is an essential piece to any mobile strategy. IT must secure not only the device and application, but also the data itself. Considerations include how the data is integrated from the back office, transformed into meaningful data for the mobile application, sent securely over the network, stored on the mobile device, and managed to the integrity of the business. With these layers come different security methods, including authentication and authorisation of the systems and data to the encryption of the channels and of the data itself. Mobile extends outside the four walls of IT, and must be approached in a holistic way that ensures it can do so safely and without compromise.
4. Understanding users, devices and peripheralsIt’s critical to understand your users. Mobile workers operate differently in the field than back-office workers. Mobile processes are unique, which requires an outside-in mind-set and approach. You must identify the task, understand the process flow, and connect it to the data and systems that store it. This enables you to create a first-class user experience based on the way the field works. It also gives you the flexibility to avoid back office system integration prior to mobilising your field force if necessary.

   Understanding the devices and peripherals that your mobile application must support, and the speed of updates and operating systems upgrades is another challenge. The cost and velocity required to deploy and manage your app for all of those devices comes with development, security, scalability and adoption issues.

5. Consider Two Approaches to MobilityCompanies can take two options to implement mobility. One option is to implement core business mobile apps that contain a significant set of business processes and functionality, like a field service, CRM or asset management application. The other is to leverage micro apps to target and introduce specific business capabilities and returns by delivering better visibility and collaboration between the personas around core business mobile apps.

   The field service team may choose to use a micro app to manage service level agreement (SLA) contracts, introducing a specific application that could track the association of a work order to the SLA. The app could do more than just create a report, instead making it actionable and tying it directly to top-line revenue. These value-adds are key to the app’s success. By doing so, you would improve the operational efficiency of your field service team, and be more proactive with your customers.

   Mobilising your business processes can seem simple. It’s critical to understand your business requirements and align them with a strategy that addresses your specific challenges to ensure that you have the best approach. By carefully considering your strategy and technology, focusing on user experiences and processes, and collaborating between the line of business and IT, you will overcome the roadblocks and build a foundation for mobile success in the field

 

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