In this, the latest edition of the Field Service Podcast, Kris Oldland, Field Service News, Editor-in-Chief, is joined by Marne Martin, CEO of WorkWave and president of Service Management for IFS about her new role with IFS as well as discussing...
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Nov 14, 2018 • Features • Augmented Reality • CRM • FSM • FSM Systems • Future of FIeld Service • MArne MArtin • Podcast • resources • Workwave • ERP • field service • IFS • Internet of Things • IoT • Service Management • Field Service Technologies • Service Management Online • Managing the Mobile Workforce
In this, the latest edition of the Field Service Podcast, Kris Oldland, Field Service News, Editor-in-Chief, is joined by Marne Martin, CEO of WorkWave and president of Service Management for IFS about her new role with IFS as well as discussing whether the time has come to finally recognised Field Service Management systems as a standalone category such as CRM or ERP [hr]
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Aug 16, 2018 • Features • Management • Nick Frank • research • resources • Workammo • field service management • Service Leadership • Service Management • Service People Matters • Si2 partners • Field Service Podcast • Service Managers • Service Recruitment • Workforce Managewment
Previously on fieldservicenews.com we published an analysis of an exclusive research project run in partnership with Si2 Partners,WorkAmmo and Service People Matters where we revealed that 57% of field service organisations prefer to promote from...
Previously on fieldservicenews.com we published an analysis of an exclusive research project run in partnership with Si2 Partners, WorkAmmo and Service People Matters where we revealed that 57% of field service organisations prefer to promote from within when appointing service managers.
Here in the second part of this analysis, we now explore in greater depth whether service organisations should be redefining the role of the service manager and ask what are the key attributes we should look for in service leaders of the future...
As field service operations continue to become an increasingly important part of revenue and customer engagement strategies for organisations of all sizes and in all verticals, it, of course, follows that those leading our field service teams are simultaneously becoming essential to the wider success of a business.
In our previous analysis of our research into development and recruitment trends within field service organisations we revealed that currently just over half of field service organisations prefer to promote from within when seeking to fill field service management vacancies, which is largely how things have been done historically - it is a sure bet that a large percentage of the service directors reading this report will have started their career as a technician in the field and this background and experience certainly has its advantages.
For a start when promoting someone from within they will, of course, have a much more intimate understanding of your organisation, your engineers’ workflows and perhaps most importantly your customer base. These are all factors that will help them hit the ground running in their new management role.
"Sometimes the best engineers, no matter how conscientious and efficient they may be when working in the field, just can’t make the step up into management - running a team requires a very different skill set than keeping your clients’ assets running..."
Yet, there is, of course, a flip side. Sometimes the best engineers, no matter how conscientious and efficient they may be when working in the field, just can’t make the step up into management - running a team requires a very different skill set than keeping your clients’ assets running.
Discussing this particular finding within the research in a recent episode of the Field Service Podcast Nick Frank, Founder of Si2 Partners commented:
“I think it is very natural, especially for companies who see service as a cost centre and as simply a way of generating customer loyalty, to see the people that they want to lead these functions within their own organisation.”
“Of course, these companies will be looking for people with the leadership skills - but they may also have a preference for someone who also knows the business.
“A large reason for that is is because service involves dealing with so many different stakeholders such as R&D and sales. Then it is also good to have someone who also knows the products and how those products work and how they operate in the customer environment.”
“So yes, if you are coming from a viewpoint of 'we are fundamentally there to keep the machines running and try to satisfy our customers’ then I’m not that surprised companies are still predominantly hiring from within.”
“But frankly, to be completely honest I’m a little bit disappointed that the percentage is still so high.”
"Service is becoming much, much more of a strategic growth driver..."
“The reason for that is because for me service is becoming much, much more of a strategic growth driver. Now that’s not to say it is the only drive, but it is certainly becoming recognised as an important strategic growth driver alongside a number of other things.”
“When you adopt that approach, you’re suddenly your not really looking so much for that in-depth product knowledge in your service leadership - in fact as a leader you should always have people within your team who understand the technical side.”
So the key attributes you want to see in your service managers then become much more about business leadership elements. By this, I mean things such as strategic direction, decision making and getting teams aligned etc. Also, business acumen becomes far more important because when you start seeing service as a driver for growth you are no longer operating as a cost centre, you’re generating revenue and running a business - so in some ways, I was a little bit disappointed that so many are still hiring from within.”
"Business acumen becomes far more important because when you start seeing service as a driver for growth you are no longer operating as a cost centre, you’re generating revenue and running a business..."
“Who knows, maybe these companies are finding people with all those skills within their organisations, but I feel that it is more likely that they are opting to play it a bit safe, rather than being a bit more ambitious with where they want to take their service business.”
It is certainly an interesting topic for discussion and Frank raises many valid points, but is the fact that so many field service companies are still predominantly hiring from within indicative of field service companies erring on the side of caution, or is it perhaps the case that as with many other areas within field service we see patterns evolve at a slightly slower pace often due to the necessity of keeping what is invariably a mission-critical side of the business on relatively stable ground.
To help us understand this better and to dig deeper into the thinking behind many field service companies approach to hiring and developing new service managers, we will focus in this second part of our research analysis on the key trends amongst service organisations in terms what we attribute are key in the next generation of service leadership and how companies are nurturing them.
About The Research:
The research was conducted over a six week period reaching out to fieldservicenews.com subscribers as well as the respective audiences of our partners inviting recipients to complete a detailed online survey. In total there were 131 respondents.
In addition to this Field Service News Editor-in-Chief conducted a live polling session at the recent Field Service Connect event, held at the Belfry, UK which was hosted by WBR at which an additional 33 senior field service executives were present bringing the total respondent level to 164 field service professionals - a sufficiently large enough response base to provide a fairly robust snapshot of the current trends around recruitment and development amongst field service organisations today.
The respondents represented a diverse range of industries including; Heavy Manufacturing, Healthcare, Consumer Electronics, Power Generation and Facilities Management. There were respondents from all across the globe including the UK, Belgium, Germany, UAE, Canada, Spain and the USA and there were responses from companies of varying sizes ranging from those with less than 10 engineers through to those with over 800 engineers.
Look out for the second part of this analysis where we will explore how a deeper exploration of the research findings correlated with Frank’s hypotheses as we dig deeper into the key characteristics field service companies are seeking when recruiting for new service managers…
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Field Service Podcast: Series 2 Episode 1 - Building a RFP for a new Field Service Management system
May 10, 2018 • Features • Management • Kevin McNally • Podcast • resources • RFP • field service • field service management • Asolvi
Welcome to the relaunched and revamped Field Service Podcast hosted by Field Service News Editor-in-Chief, Kris Oldland.
Welcome to the relaunched and revamped Field Service Podcast hosted by Field Service News Editor-in-Chief, Kris Oldland.
In this episode, Kris is speaking to Kevin McNally, Sales Director for Asolvi about the importance of building a request for proposal when they are searching for a new field service management solution as well as sharing his insight into some of the key considerations that an organisation should have in mind when approaching building the actual RFP document.
Did You Know? You can now subscribe to The Field Service Podcast on iTunes! Check it out here and subscribe to get the podcast straight to your phone each week!
Want to know more? Kevin and Kris have co-authored a white paper that expands on this topic which is available exclusively for Field Service News subscribers.
If you are not yet a subscriber and are a field service professional you can apply for a complimentary subscription below (after reading our T&Cs here first) and we will send you a copy of the white paper as soon as we receive your application.
Click Here to apply for your subscription now!
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Dec 15, 2017 • Features • Kotter • Research • resources • White Paper • White Papers & eBooks • CHange Management • Cialdini • Asolvi
Resource Type: White Paper Published by: Field Service News (commissioned by Tesseract) Title: The Wind of Change: When and How to Implement your FSM System - A Guide to Change Management Best Practices
Resource Type: White Paper
Published by: Field Service News (commissioned by Tesseract)
Title: The Wind of Change: When and How to Implement your FSM System - A Guide to Change Management Best Practices
Want to know more? Access to this resource is available to Field Service News subscribers only - but if you are a Field Service Professional you may qualify for a complimentary industry practitioner subscription!
Synopsis:
Within the last decade we have seen field service shift from being a necessary evil, to a core differentiator and even in some instances, to ultimately becoming the primary revenue stream.
Whilst this shift may not be as dramatic for all companies, you can be sure that almost every company with a field service operation – including you and your peers, will be at least some way along this path. What is also certain is that as you make your way along this path, at some point you will need to take a look at your current field service processes and the technology you are using to support them. Indeed, technology continues to play an increasingly important role in field service.
Your existing field service management (FSM) solution is likely to be well embedded within your workflow already - but as tools like the Internet of Things and Augmented Reality drive concepts such as ‘connected field service’ from futuristic vision to genuine process, an upgrade of your FSM system is going to be unavoidable. The problem is that a FSM solution is of course mission critical and therefore any disruption caused when changing such an important system must be managed and minimised.
With this in mind this white paper explores how to identify key signs that it is time to upgrade your FSM system as well as examining some best-practice thinking on implementation and change management methodologies.
Overview:
The key topics discussed in this white paper include:
Knowing when to upgrade your FSM system:
Whilst knowing when it’s time to replace your FSM system is based on multiple factors unique to each organisation, there are a number of strong indicators you can monitor to help you make that call at the right time.
A selection of these include...
- Your Own Efficiency
- How does your tech investment compare to industry trends?
- Know your enemy
- Listen to your end-users
- Listen To Your Customers
- Regular reporting nightmares
Change Management Best Practice:
Let’s make no bones about it, a FSM system is mission critical. Whether you are implementing a system for the first time or switching from an older system to a modern equivalent, doing so is a significant change management project. If you are to minimise the negative impact of this program and reap the efficiency and productivity improvements (and see return on investment) as swiftly as possible, then getting that change management process right is very simply a must.
There will of course be different dynamics at play within every organisation, so a comprehensive and detailed plan, put together in a methodical and structured manner is imperative. However, there are certain factors that remain true in almost every change management scenario. Equally, there are widely adopted best practices that can be applied.
Also included in the white paper is a look some key considerations that sit at the heart of good change management:
Understand the task ahead
Change is hard, and without proper understanding of your goals and the challenges you face, successfully managing it can be at best a complicated and drawn out process and at worst an abject failure.
In fact, according to change management guru John Kotter, 70% of change management efforts fail and this is largely due to a lack of preparation, a lack of understanding of best practices or more often than not a combination of both. However, at the heart of every successful change management exercise there is one maxim that holds absolutely true. Change Management is always about people.
Engaging the Head and the Heart
For a change management program to be successful it is absolutely vital we acknowledge that change is about individuals, not organisations. Yes, change will be driven by organisational needs and requirements, but individuals will implement it - individuals will determine its success.
Given this notion, we must next consider how individuals will react to change. Successful change management is as much about feeling as it is about thinking. This is one of the key principals in the Kotter Change Management philosophy and is one that is widely accepted to be an important step on the change management journey.
Principals of Influence
Robert Cialdini’s six principals of influence are certainly also worth considering when planning your change management program and the white paper looks at each of these and how they relate to change management within a field service context. The Six Principals include:
- Reciprocity
- Commitment and consistency
- Social Proof
- Liking
- Authority
- Scarcity
The importance of the change agent:
The white paper explores what a ‘Change Agent’ is and why they are key to successful change management, is another important piece of the puzzle.
Gartner’s Elise Olding neatly sums up this approach stating, “Change resistance is a myth. Employees support enterprise goals when they understand what needs to be done. Change Agents put a face on change and leverage trusted informal leaders to create understanding among employees and influence organisational change”
Breaking down the barriers of resistance:
The goal of a successful change management program should not be to completely eradicate resistance to change - this is an impossible task that will take too much energy. Instead, focus on reducing the impact of resistance, and overcoming it as quickly as possible to move the change management project from concept to full adoption as swiftly as possible.
The true key to successful change management is minimising the impact of resistance in your workforce - and to achieve this we must understand the types of resistance we are likely to encounter.
Generally, these will come in three broad categories which hare explained within the white paper:
- I don’t get it
- I don’t trust you
- I don’t like it
Progressing through the adoption cycle:
Finally, the white paper explains why it is important to have an understanding of the various stages of adoption. In almost any organisation there are generally four groups of adopters that can be plotted on a standard Bell Curve.
Broadly speaking they should be categorised as follows:
- Early Adopters
- The Majority
- Laggards
- Naysayers
Want to know more? Access to this resource is available to Field Service News subscribers only - but if you are a Field Service Professional you may qualify for a complimentary industry practitioner subscription!
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Nov 29, 2017 • Features • Cognito • Cognito iQ • Productivity • resources • White Paper • White Papers & eBooks • Employee Engagement • Software and Apps • Customer Satisfaction and Expectations
Resource Type: Written Guide Published by: Cognito iQ Title: Your Guide to Flawless Field Service - Perfecting Productivity
Resource Type: Written Guide
Published by: Cognito iQ
Title: Your Guide to Flawless Field Service - Perfecting Productivity
Want to know more? Access to this resource is available to Field Service News subscribers only - but if you are a Field Service Professional you may qualify for a complimentary industry practitioner subscription!
Synopsis:
Outside of the field service industry, the growth of big data and analytics is old news. The most advanced organisations have already gone beyond the hype and have developed strategies that are delivering exciting performance-enhancing results. For example, Leicester City’s surprise Premier League win was based on the club’s expert use of football data analytics. Stories such as this are why Gartner say “Data and analytics are taking centre stage as the single most powerful catalyst for change in the enterprise”.
However, field service companies have been slower to achieve similar levels of success from the use of advanced analytics. Whilst in many organisations there is plenty of data available, it can be hard to use effectively: the data may not be sufficiently accurate or timely, and service professionals may lack the skills and tools they need. But this is changing. Field service organisations are getting smarter with both the data they collect and how they use it.
Over this series of three special guides, Cognito iQ demonstrate how simple analytics can make a significant difference to three key components of field service excellence:
- Customer Satisfaction
- Employee Engagement
- Productivity (the subject of this first instalment)
Overview:
Topics covered and addressed in this white paper include:
Expectations of field service have never been higher
Customers are used to the speed of delivery and quality of service that they get from consumer companies such as Amazon; this has raised the bar for all service companies. Customers want a service appointment quickly, they want smaller appointment windows and they expect your field worker to have the right information as well as the skills, knowledge and parts to resolve their issue first time.
So how do field service organisations provide a better service to their customers, with fewer resources?
So how do you improve productivity?
To answer that question, you have to know what productivity means to your business. All businesses will have a different definition and an individual approach. For example, would you be happy to drive up the number of visits per day your field workers attend if that meant fewer first time fixes, or reduced customer satisfaction scores?
The old adage is that you can’t manage what you can’t measure but, these days, companies know that it is a bit more complicated than that – measurement for its own sake or using the wrong metrics to set targets can be counter-productive.
It is vital to know how to measure success: which metrics are useful and which aren’t, which can be accurately determined and which can’t, how metrics interact and how setting goals and targets will affect how employees go about their jobs.
Perfecting productivity
Continual improvement is a well-established practice that seeks to increase customer value, reduce waste and optimise resources via incremental change, feedback and analysis. These techniques originated in manufacturing; on a production line, it is relatively simple to measure variables such as number of defects, as you can easily see how the work is being done and you can observe the impact when you make changes to the process.
But as continual improvement methodologies have developed, they have been profitably applied in many other industries, so why not field service operations?
With the right data, it is possible to adopt a proactive, systematic approach, breaking down the processes within the operation.
Want to know more? Access to this resource is available to Field Service News subscribers only - but if you are a Field Service Professional you may qualify for a complimentary industry practitioner subscription!
Please note that by applying for subscription via the above links you consent to our Terms and Conditions as listed here.
Not one for a load of legalese? Neither are we - that's why we put together a jargon-free version of our T&Cs on our subscription page which you'll find here
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Oct 24, 2017 • Features • Future of FIeld Service • Preventative Maintenance • resources • White Paper • White Papers & eBooks • ClickSoftware • Industrial Internet • IoT
Resource Type: White Paper Published by: ClickSoftware Title: How the Internet of Things is Transforming Field Service
Resource Type: White Paper
Published by: ClickSoftware
Title: How the Internet of Things is Transforming Field Service
Want to know more? Access to this resource is available to Field Service News subscribers only - but if you are a Field Service Professional you may qualify for a complimentary industry practitioner subscription!
Synopsis:
Gartner, Inc. forecasts that 6.4 billion connected “things” will be in use worldwide in 2016, up 30 percent from 2015, and will reach 20.8 billion by 20201. This interconnected world will provide a wealth of new opportunities for service organisations. It allows them to connect equipment with technicians’ mobile devices and the office in real time, enabling a rapid response to service requests and efficient remote diagnostics. Service is set to become increasingly proactive and cost-effective.
Field service lies at the heart of the Internet of Things (IoT) evolution. Advanced field service management (FSM) software can automatically receive messages from devices, and schedule and dispatch professionals, without any human interaction. But the opportunities for IoT go beyond inbound device signals over the internet.
The increase in intelligent service resources, such as drones and autonomous vehicles, offers benefits of machine-to-machine (M2M) communication that promise to transform the service industry.
Overview:
The Internet of Things
As the internet turns 25 years old, its impact continues to transform communications, industries, and lives. The original framework of point-to-point communication via a network of distributed hubs has evolved from email and dovetailed with advances in electrical and industrial engineering in a transformative way. The era of personal computers has evolved, through mobility and the smart phone revolution, to a point where connected devices take all manner of forms from biological implants to wearable fitness trackers.
Signals sent to and from connected devices are spiralling in volume. Big data management techniques, machine learning, artificial intelligence (AI), and cloud storage have come together to deliver insight from this abundance of data. This increases the opportunities for automating decisions and initiating actions without the need for human intervention. The benefits to organisations are numerous.
Remote monitoring applications already save billions in transport and human capital management costs. Add the potential positive impact on customer engagement and its associated business value, and the call to action becomes clear. A complete IoT strategy leads to better and faster decisions throughout the service delivery lifecycle.
Market Definitions
The Internet of Things is having major impact across both industrial and consumer sectors, and many bodies of research focus on these separately. We look at the two areas in this way:
- Industrial IoT (IIoT): IIoT refers to the application of the Internet of Things to the broad manufacturing industry. It’s often used interchangeably with the term “Industry 4.0,” which refers to the major transformational stages of the industrial economy. Examples of IIoT range from monitoring building management systems and power grids, to tracking manufactured goods as they are shipped
- Consumer IoT (CIoT): The Consumer Internet of Things (CIoT) consists of technologies that target the home market and consumer electronics. IDC reports3 that over 8 million US households already use some kind of home automation and control. Typified by remote monitoring capabilities for security, climate control, and remote control of household functions, CIoT also offers promise in areas such as networked home appliances with use cases such as refrigerators that automatically order more milk as needed.
IoT and Field Service
As the definitions around IIoT and CIoT show, there are ramifications for field service in both areas. Products that are being serviced are equally likely to be consumer goods or elements of a manufacturing eco-system in the context of business-to-business field service. The consumer and business areas are also intertwined as IoT adds a strong feedback loop that connects product usage and the associated service requirements to the manufacturing process itself. For example, wear and tear levels in real-world conditions can feed into product development through a network of sensors and influence the manufacturing process accordingly.
CIoT and IIoT are worthwhile segmentations to assess the market at a more granular level. But there are opportunities for innovation in IoT across the field service landscape. Furthermore, areas such as Bring Your Own Device (BYOD) and ghost IT also create fuzzy lines between consumers individually and as part of an enterprise. The opportunity for field service is broad and not constrained to any sub-segment of the market.
Reactive vs Predictive
The increasing intelligence of devices and the hardware layer also impact the approach to service associated with the device. While unsophisticated devices can signal a need for service in the event of a system failure, the richer data from intelligent sensors enable a shift from reactive to proactive service. For example, indicators of failure enable long range service maintenance planning so devices can be kept running continuously and efficiently with an optimised cost profile.
From a resource optimisation perspective, this is of course preferable to responding, at high cost, to a sudden failure.
There are opportunities for innovation in IoT across the field service landscape.
To unlock the potential of speed and automation, decision criteria must be determined and incorporated into a system flexible enough to handle the variety of data inputs and scenarios. Top field service software providers can offer a scheduling solution that incorporates countless data elements into the scheduling algorithm.
The full intelligence provided by the IoT network determines the appropriate service schedule for a device, including inspection, preventive maintenance, and repair. If required, it’s possible to incorporate a review of these IoT-generated telematics by a field service professional for additional human oversight.
Want to know more? Access to this resource is available to Field Service News subscribers only - but if you are a Field Service Professional you may qualify for a complimentary industry practitioner subscription!
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Oct 17, 2017 • Features • Leader • Magazine (digital editions) • MArne MArtin • Nick Frank • Outcome Based Solutions • resources • Bill Pollock • Felix Keiderling • Jim Baston • Servitization
Field Service News Editor-in-Chief, Kris Oldland discusses the fact that the choices field service companies are facing today wider ranging and more critical to success than ever before and gives us an overview of what to expect in Field Service...
Field Service News Editor-in-Chief, Kris Oldland discusses the fact that the choices field service companies are facing today wider ranging and more critical to success than ever before and gives us an overview of what to expect in Field Service News issue 19
There are of course always big choices to be made in business, but it seems field service companies are facing more big choices than ever in today’s market...
Which of course is not necessarily a bad thing at all. Choices mean options and options are a good thing. They allow us to follow a path that feels right for us.
Of course, options also let us change direction when we’ve headed in the wrong way for a while - although they do tend to come along less often if we spend too long heading up a blind ally.
Perhaps the most important option we can take (and one that is always available to us) is to listen to those around us. I’m a firm believer in the fact that we can learn something from everyone we interact with, but of course if you are facing time pressures (who isn’t these days) then I’d suggest starting with those who are experts in their fields.
Fortunately, we’ve an issue that’s jam packed with expert advice so all you need to do is keep on reading.
We’ve got what for my mind is our best yet panel in this issue’s Big Discussion, which is focussed on the relationship between Service and Sales. As always we’ve brought together three industry experts on the topic and put four questions to each of them.
Our panel consists of Nick Frank, Michael Blumberg and Jim Baston so there is a wealth of deep knowledge and experience waiting for you in that feature which begins on page 16.
Elsewhere we’ve two features that look specifically at how to choose the right field service management (FSM) solution for your business. When we consider just how big an impact the selection of a FSM solution can have on your business - how it can drive efficiency, reduce costs, create revenue...
“Perhaps the most pressing choice for many field service companies is whether to move away from the traditional break-fix SLA driven model that has served them well for so long...”
Frankly, it really is absolutely vital that this is a choice you get right first time around.
So for anyone considering an upgrade from a creaking old legacy system or looking to implement a system from scratch for the first time then I suggest checking out Bill Pollock’s article “Choosing the most effective FSM provider” and also Marne Martin’s article “Customer Experience is essential to every member in the field service ecosystem” which both offer insight into what makes a good FSM partner for a service organisation, whilst coming at the topic from slightly different perspectives.
Yet as important as selecting a FSM solution is, perhaps the most pressing choice for many field service companies is whether to move away from the traditional break-fix SLA driven model that has served them well for so long and to embrace the more modern and increasingly popular outcome-based service models.
We’ve discussed outcome-based services many times in these pages before and cards on the table, personally I’m a big proponent of the servitization movement. I think it absolutely makes sense. But that’s just my opinion and ultimately, it’s not a choice I need to make - unlike many of you.
So for those of you readers, of whom there are many I’m sure, whose organisations are considering this very question - then I absolutely recommend listening to those who have been there and done it. As whilst the benefits can be many , so too are the risks - it is not an easy path to tread.
One company that has been on that journey is ABB and you can read my interview with Felix Keiderling on the topic on page 44 and also check out my interview with GE’s Scott Berg on page 29 where we also discuss outcome based services in depth.
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Oct 10, 2017 • Features • FSM Systems • resources • White Paper • White Papers & eBooks • Software and Apps • software and apps • Asolvi
Resource Type: White Paper Published by: Field Service News (sponsored by Tesseract) Title: Five fundamental elements to expect in a FSM system
Resource Type: White Paper
Published by: Field Service News (sponsored by Tesseract)
Title: Five fundamental elements to expect in a FSM system
Want to know more? Access to this resource is available to Field Service News subscribers only - but if you are a Field Service Professional you may qualify for a complimentary industry practitioner subscription!
Synopsis:
Field Service Management technology has become essential to service delivery excellence. Service excellence is no longer a USP but a baseline requirement.
However, whilst technologies such as IoT and Augmented Reality are grabbing the headlines their potential is greatly diminished unless you have a fundamental layer of technology in place already.
This white paper explores what to expect from a FSM system and offers best-practice tips to help you get the most from your investment..
Overview
The white paper explores the following five key elements of a Field Service Management (FSM) System explaining the importance and offering best practice advice of how to get the most from your own system...
1. Contract Manager:
Contract management is often viewed as the starting point of almost everything within field service management operations. Without a view of your service contracts you cannot have to hand the answers for critical questions such as:
- What is the SLA on any given contract?
- Is a client under warranty or do they have an enhanced level of service contract?
- Does a contract include spare parts and/or consumables?
- Is the service contract due for renewal?[/unordered_list]
You could be at risk of potentially not meeting your clients expectations and so putting the potential of renewing or upselling service to that client in danger in the future – or on the other side of the coin, you could be giving valuable service away for free.
Therefore, Contract Management is perhaps the most important of the fundamental building blocks that you should expect to find within a modern field service management solution and perhaps the first area that you should make sure your team is fully versed in utilising.
2. Scheduling:
Scheduling comes in a number of different guises and the various different names given to types of scheduling options can be a somewhat confusing but broadly scheduling will come in three flavours:
- Assisted
- Optimised
- Dynamic
It is often assumed that a dynamic solution is required for a larger mobile workforce, but whilst the size of your workforce is certainly one consideration in which type of scheduling engine would best suit your service operation - this is not the only factor.
The complexity of the service work, as well as the variety of service jobs you undertake is another significant factor. For example an organisation that has a field workforce that services multiple different asset types – perhaps from multiple OEMs, and therefore has a number of different engineer requirements for differing jobs - would likely benefit far more from an optimised scheduling engine than an organisation that just fixes one or two types of assets for which all of their engineers are qualified to undertake repairs and maintenance.
3. Mobile tools and communications::
It is fair to say that the biggest revolution in field service has come from the rapid explosion in mobile computing power. Today’s smartphones are capable of greater computing tasks than even the laptops of just a few years back. For the field service organisation this is fantastic as it puts information at the field service engineers finger tips, empowers them to spend more time on maintenance and repair and less on activities such as paper work and enables them to deliver a far more effective and impressive service experience for the customer. Also, with the advent of smart phones, and then latterly tablets, has come greater communications tools than we could have ever expected ten years ago.
Also, with the advent of smart phones, and then latterly tablets, has come greater communications tools than we could have ever expected ten years ago.
However, whilst the mobile element in FSM technology is constantly evolving, essentially the most fundamental and core aspect that you want a mobile aspect of a FSM solution to do is to mirror your back-end solution and to do so in real-time.
4. Parts & Inventory Management::
Parts and Inventory management is perhaps an area that in the past has not received the focus and attention that it requires. It has often been the mantra of field service organisations that they are aiming to the get the right engineer to the right job, at the right time.
But that all becomes moot if the right engineer doesn’t have the right parts to hand as well. Consistently at industry conferences parts management remains a hot button and a common pain point for a huge amount of organisations. So whilst it is exciting to talk about emerging technologies such as IoT and Augmented Reality - a primary focus should be on ensuring our field service operation is as efficient as possible at a fundamental level, and that means getting a grip on parts management.
And whilst of course there are supply chain and logistics aspects to the conversation which can make things complicated – especially when you are using third party contractors – one of the most crucial aspects of good parts and inventory management is utilising a system that can keep track of where your inventory, including van inventory, is at any given point.
5. Integration:
We are living in a world of data lakes, data rivers, data mountains and all other types of data topography it seems! But all these vast swathes of data are meaningless unless you are able to draw insight from it, and quite often that means being able to let the data flow seamlessly from one set of business applications to another.
Of course, our vision of the future is that everything will be plug and play and all technologies will play well together nicely, but we aren’t quite there yet.
This is why integration is absolutely key in any modern business system – including FSM. Of course, our vision of the future is that everything will be plug and play and all technologies will play well together nicely, but we aren’t quite there yet.
Integration varies from provider to provider but often it is led by the integrations they have been asked to undertake, so if your current provider or a provider you have identified as being a good fit for your business don’t advertise integration with a specific system you are using – it is worth discussing the possibilities with them - especially if it is a common platform as making their product integrate may be useful for other future clients also.
This White Paper offers further details on each of the above elements and how to get the most from them.
Want to know more? Access to this resource is available to Field Service News subscribers only - but if you are a Field Service Professional you may qualify for a complimentary industry practitioner subscription!
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Sep 21, 2017 • video • Alice Walton • Michael Smythe • Microsoft Dynamics for Field Service • resources • Webinar • Webinars • eBECS • Software and Apps
In this sample from the Field Service News webinar Field Service System Overview: Microsoft Dynamics for Field Service and the eBECS added IP Kris Oldland, Editor-in-Chief, Field Service News hosts a Q&A session with the session presenters Michael...
In this sample from the Field Service News webinar Field Service System Overview: Microsoft Dynamics for Field Service and the eBECS added IP Kris Oldland, Editor-in-Chief, Field Service News hosts a Q&A session with the session presenters Michael Smythe and Alice Walton.
Want to know more? The full webinar is available to Field Service News subscribers only - but if you are a field service professional then you can apply for a complimentary subscription now on the link below and we will send you links to access the full webinar as a thank you for your application!
Apply for Field Service News subscription now by clicking here
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