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Welcome to the latest edition of the Field Service News podcast. This month we welcome back Simon Spriggs of Exel Computer systems as we look at what are the biggest challenges for large field service companies, what lessons can smaller companies learn from their larger counterparts and why the HVAC industry is leading the way in many aspects of field service.

 

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Resource Type: White Paper
Published by: NetMotion Wireless
Title: Service Mobility: The right technology for the right tech
Download: Click here to download this white paper

By downloading you agree to the T&Cs listed available here

Synopsis:

Written by Aberdeen’s Aly Pinder, this white paper highlights the key trends in field service driving further interest in and adoption of mobility. This report will also take a look at what capabilities are necessary to successfully deploy mobile tools.

Overview:

Topics within the white paper include:

1. Mobile still has a strategic place in service

Many firms have identified the field service team as a channel to not only deliver service but also interact with the customer. The importance of the technician to the success of the organization has led to the search for weays to equip them with the right tools. These tools must help these valued resources excel at their jobs while also providing invaluable insight to the rest of the organisation.

2. Mobility must keep service ahead of customer expectations

Will customers ever ask for service to devolve or become slower?  Customers will always want more for their dollars, sometimes even if they are not actually paying for their service. In regards to field service, the top pressure facing service organisations that is leading them to focus on mobility is the customer demand for faster service.

3. Mobility is more than a device

Much of the buzz around mobility and deploying new technology is around flashy new devices that have ever more processing speed. But inherent to this buzz is the fact that any technology will eventually become obsolete. The true value in mobile tools is the ability for this technology to provide insight and intelligence to workers in real time.

4. From paper to productivity

The goal of improved service for the customer starts with some key leading indicators: worker utilisation and worker happiness. Leaders outperform Followers in many key metrics, not least of which is the proof that exceptional field service aided through  mobile devices works (see renewal of service contracts with customers.) Happy and productive employees will go that extra mile to not only do their jobs, but even more importantly, word hard to positively overwhelm the customer.

5. Successfully deploy the value of mobility

Heightened performance in KPI is not a by-product of plugging in mobile technology alone. Top performing organisations implement strategic internal capabilities to ensure that a mobile strategy is maximised by the field to resolve customer issues efficiently.

6. Excel at making mobility key to service excellence

In order for mobility to avoid the buzzword wasteland, organisations need to see a direct impact on what matters to the top and bottom line, profitability. The key link to profitability is delivering the level of service that customers are willing to pay for. This valuable service is not the historical view of service, which was reactive, now service must go above and beyond.

To reach this level of success service firms should follow a few best practices implemented by industry leaders:

• CSOs drive service initiatives in mobile strategy. The chief service officer within an organisation must ensure that a mobile strategy isn’t just a product spend from IT. There must be a clear strategy that understands the ramifications and opportunity of real-time insight into technicians, customers, products, vehicles and equipment. A senior leader also will understand that all things even mobility, must come back to the customer and in turn profitability.
• Build buy in from the front line. A strategy is only as good as the workers that embrace it. Many initiatives have failed as a result of not gaining buy-in from the stakeholders , who ultimately have to use the tools being implemented. Therefore it is integral that service organisations work with front-line employees in regard to the identification, selection and deployment of any mobile technology. If the technician is involved in building the mobile strategy, they are more likely to work to maximize the value of technology for the organisation.
• Make data a source of insight for learning, training, and improvement. Data stored in a knowledge base at headquarters is a waste of time money and effort. Top performing firms empower their organisation to enhance products and service through the data captured in the field. Customers might let you get away with failure once, but they expect the service organisation to continuously improve. In order to improve, the entire team needs to be tied into service excellence.

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Click here to download this white paper

 

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New infographic from ServiceMax shows how the benefits of going on the offence...

Over the past 50 years, manufacturers have focused on efficiently making good products in order to maximise their returns at the moment of sale. However, in a globally competitive market, many products are now commoditised and margins are getting squeezed, diminishing the leverage from such production-centric approaches.

That’s where a service-centric business model comes into its own. Servitization transforms companies from production to service provider, shifting them to delivering advanced services, such as selection, consumables, monitoring, repair, maintenance, disposal, as well as the opportunity to increase service revenues even further by supporting existing third party or competitive products. This creates an ongoing relationship with the customer that effectively locks out competitors.

As a business model, servitisation isn’t a new phenomenon – the origin of the term dates back to the 1960s. However, against the back drop of a global recession, product commoditisation, shrinking product margins, and major technology advances in end-to-end service delivery, servitization is providing companies with an effective hedge against market downturns, and higher barriers of entry for competitors.

As a result, service is shifting from the spotlight to the limelight, becoming a powerful offensive business strategy for top line growth and competitive advantage.

 

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Resource Type: White Paper
Published by: mplsystems
Title: Seven Key Steps to Achieving Customer Service Excellence in the Service Industry
Download: Click here to download this white paper
By downloading you agree to the T&Cs listed available here

Synopsis:

Over the last few years we have seen major change in nature of our customers; they are now expecting, and demanding, much more from customer service. In fact, nearly 70% of customers will leave a business if they don’t receive the customer service they expect.

Customers are now demanding quicker response times, more visibility, more control and much more knowledge when speaking to the customer service team.

This white paper analyses what factors influence customer perception of the quality of service delivered, how we measure it and ways service business can improve service delivery.

Overview:

Topics within the white paper include:

1. Successfully measuring service quality to continually improve customer service

Increasingly businesses are adopting analytics to gain deeper insight into operational performance and customer behaviour to improve the customer experience. However it is reported that only 20% of organisations believe they have the technology and skills to gather the necessary insights to effectively measure performance.

Big Data is a buzz word making its rounds across a variety of industries and the field service sector is no exception. Over the last 10 years, field service organisations have become overwhelmed by the relentless flow of information coming in from multiple sources, in various formats and through an array of tools.

The major challenge businesses are facing is not only how to make sense of the massive amounts of data they collect, but knowing what they need to be measuring in order to improve the customer experience, as well as operational efficiencies.

2. Providing a Consistent Level of Customer Experience Across all Channels

Traditionally the service industry has primarily used the telephone as the main channel for customers to find out the status of their service request. However today’s customers have 24:7 access to an array of channels through their mobile devices and expect to able to contact a business through their channel of choice.

A more consistent, cross-channel customer service can be created by having a solution that can manage multimedia in a single universal queue (including voice, email, click-to-chat, fax, SMS, web and social media), rather than service desk agents having to deal with piecemeal technology and legacy systems that are disparate and complex.

All these channels can be placed on the agent’s desktop allowing them to see all required customer details, despite the channel they chose to contact them via.

3. Equip all Customer facing personnel with full, consistent, up to date knowledge

Knowledge is the key to providing high levels of a personalised customer experience and it is important to share this knowledge across the business and not keep it siloed within departments. Although many companies are trying to establish ways of effectively achieving knowledge share, it is common to face difficulties in keeping this knowledge up-to-date and making available to the right person at the right time.

It is important for businesses to understand that knowledge sharing needs to go beyond the confinements of the office walls and extend out to the mobile workforce who depend on knowledge sharing just as much with those in the office.

As customer facing employees and those who go out to fix problems and meet customers, it is essential for them to be able to access the information they need, when they need it.

4. Client Self Service and visibility of service status

The customer’s ability to arrange service calls or get status updates with a company is an important element of how a service organisation is viewed by its customers.

Online portals are currently the most used self-service channel within the service industry, however the functionality of these portals is still quite limited and often do not provide the customer with the control they require. One of the main problems that is limiting self-service portals is the lack of integration with existing business technology such as scheduling systems and field service engineer’s mobile device technology.

Organisations need to ensure that when implementing self-service portals, they are integrating them to all necessary back office systems to allow customers to not only access basic information such as billing, service requests or appointment booking but also allow them to make payments, amend or cancel appointments or have real-time updates of their service delivery without human interaction.

5. Motivate and train your technicians to go beyond basic repair

The field based engineers of your organisation are not just the ones who fix, prevent or manage customer requirements, they become the face of the business and one of the only employees from your business that the customers sees.

With this in mind, it is important to ensure the business is getting the most out of their remote workforce by training them in not only providing the best repair and maintenance service, but also by improving their soft skills in order to successfully communicate, listen and train customers on the products and maintenance best practice.

6. Increase help desk productivity with technical training and automation

Whilst training your engineers to carry out additional tasks such as quoting and ordering, it is also important to ensure that those on the service desk are also doing as much as they can to help improve the customer experience.

The traditional role of the service desk is to log customer requests and schedule them for the next available or most skilled engineer to go out and visit the customer. However, what if the service desk could provide some level of expertise in trying to find out more about the service request to better inform and equip the engineers and on some occasions even help solve the customers problem remotely, over the phone?

7. Stay one step ahead of the customer with proactive maintenance

The amount of reactive service requests coming in to an organisation can cause complexity for scheduling as well as effecting engineer availability, parts ordering and the amount of time it takes for the problem to be fixed.

To avoid the amount of reactive jobs being received, businesses should implement a strategy to track performance of components and analyse common faults in order to predict when maintenance will be needed.

The internet of things will also have a huge impact on service delivery and although still somewhat in its infancy, will soon be able to transform the industry

 

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Click here to access this white paper now

 

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People at the heart of latest issue of Field Service News  writes Editor Kris Oldland in his March/April Leader...

Whilst it is of course quite natural for those of us working in field service us to focus on technology, it is revolutionising the way we work seemingly more and more every year, every now and then we need to take stock and assess the most valuable element in field service - the people.

Because that’s what it’s all about ultimately surely?

We talk about empowering our field service engineers, we talk up the importance of our engineers as the frontline of customer service - increasingly the only human touch-point our customers may have with our brand.

For all the good that remote connectivity, the Internet of Things and machine to machine diagnostics brings to field service, for all the efficiency savings, all the increased productivity, we will still need that human interaction - if we want to engender any form of customer loyalty, we really need it if we want to capture and retain those ever more slippery recurring revenues that field service managers are under ever increasing pressure to secure.

And as I looked across this issue of Field Service News almost everywhere I looked I could see a strong ‘people’ angle to almost all of our stories and features.

In the News section for example there is what to my mind is one of the best stories to have hit our desk here at Field Service News Towers since we launched. That is the story of how field service software provider Keytree are working with food charity Planet Zheroes help fight Food Poverty in the UK. Not only is it a great example of how their system can be put to use, but it’s also a story of triumph on a human level. Through the use of field service technology Keytree and Planet Zheroes are able to stop wastage from some of the country’s leading food organisations and make sure that there are less hungry mouths out there on the British Streets.

My heartfelt thanks and respect goes out to both companies for helping so many who need it. 

Also in the News section is our new comic strip Field Service Funnies and whilst I’m dishing out thank Thank You’s I should also tip my hat to the good folks at ServiceMax for sharing the cartoons with us.

They were actually the result of a competition towards the end of last year where genuine field engineer stories were converted into cartoons. Once again all about the people , but I have a feeling that as in this first example the cartoons may be quite focussed on the sometimes quite astounding stupidity that occurs amongst the general public (trust me I’m probably one of the worst offenders) but I’m really looking forward to seeing more in this series.

 [quote float="left"]In the News section for example there is what to my mind is one of the best stories to have hit our desk here at Field Service News Towers since we launched.

And as the theme of people continues we have coverage of the first two big events of the year so far. Firstly there was the Enterprise Mobile Technology Conference hosted by Panasonic. You can read our write up on page 32 and the event was a really fantastic start to the event calendar but what truly impressed me the most was that despite being a very, very big company, the Panasonic team were both accessible and genuinely interested in their clients thoughts and needs. Special mention should go to John Harris, General Manager Engineering for a fantastic session that could have veered dangerously close to being a sales pitch in the wrong hands but instead was an extremely valuable, and highly open discussion.

 

The other event I refer to is of course Field Service Medical Europe which was held in sunny Dublin just a few weeks ago. As you would expect from the team that host Field Service Europe the three day event was highly enjoyable and packed with excellent content. However, perhaps because of the more niche focus of this event compared to it’s older cousin, there were a few less in attendance but that simply resulted in each session moving more towards an open forum as the barriers of inhibitions were removed due to the more intimate nature of the group.

Finally we’re really pleased to bring you the results of our latest research project which we have run in partnership with Advanced Field Service.

This time around the focus of our research has been on the types of mobility tools being used by Field Service Engineers in 2015.

The research project itself is perhaps one of the broadest topics we tackled as we look at the types of device (i.e. laptop/tablet/smartphone etc), the grade of device (rugged vs. consumer) the operating systems, what we as field service professionals expect from apps, how often we think we should refresh our FSM solutions vs. how often we actually do it, we even explore who is involved in selecting the solutions and look at whether it is a good idea to involve our field service engineers in the selection process.

For me though the most interesting statistics are around our engineer’s satisfaction with their devices. In brief digital is definitely here... So say the people

 

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Want to know more? Then click here to get you hands on a free digital copy of Field Service News issue five now! 

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This infographic produced by the team at Euclides Technologies takes a look at the general working day of a field service technician. Great visual overview with some interesting facts thrown in for good measure.

The digital issue of the latest issue of Field Service News is now available to download here

This issue is focussed around what connections can mean in field service as Kris Oldland explains in his Editor's leader...

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Connections are everything...

I firmly believe the above statement. Connections are everything.

But what are connections? It’s such a broad term isn’t it? I mean connections of some form or another are all around us each and every second of our lives. From the tiny electric sparks connecting the neurons in our body through to the gigantic gravitational pull that connects the planets of our Solar System together all revolving around the sun.

And then everything in between.

OK so perhaps a little bit melodramatic, a definitely a touch off piste but the thing is that when I was pulling this issue together all could think about were connections, and how important it is for the field service industries to make sure they get there connections working, and also keep there connections happy.

Of course perhaps the most important connection of all is the connection between your company and your customers. I’ve said it once and I’m sure I’ll say it a few more times in my lifetime - the customer is the heartbeat of every organisation. Look after you customers, ensure that connection is a good one and you can be fairly comfortable that your business is on a decent path. A sentiment echoed in two of our expert view features this month as Bill Pollock explores the difference between customers’ wants and needs, whilst Paul White extols the virtues of putting the customers back in control.

Of course the other heartbeat of field service (OK for the sake of the metaphor lets just assume field service like Doctor Who has two hearts) is of course the mobile workforce. Again there are vital connections that need to be maintained across our the relationship between field worker and company.

How do we connect to the worker to tell them where their next job is? How are they connected to HQ when they are out in the field with access to all that lovely rich data that can helps us further enhance our connections with our customers?

 

Of course, as I alluded to in my grandiose opening of neurons and planets, not all connections involve people. In fact some of the most important connections that are at the forefront of our minds right now are digital connections. The Internet of Things, remote diagnostics and machine to machine communication are all trends that have moved from interesting concepts that could shape the future of field service to ground-breaking developments that are being adopted and implemented today. The market for IoT may appear slow and appetite is not quite as advanced as it should be, something ServiceMax CIO Scott Berg agrees with and refers to in our interview in this issue, but it is there and some companies are already embracing it fully.

One of those companies happens to be Elekta, who as well as being thoroughly set for remote diagnostics and the Internet of Things have also successfully implemented an excellent means of sharing the knowledge stored amongst their engineers across their entire global network. Yet another example of connections being of the utmost value. This knowledge sharing program not only has the benefit of improving engineers efficiency, it is also a powerful tool for the Service Desk who are able to in turn improve the leves of service they are giving to Elekta’s customers.

Whilst Elekta’s focus has been on knowledge sharing across their network, Pitney Bowes focus has been on connecting their disparate working processes across Europe. An equally daunting task and one where yet again the objective is to attain maximum connectivity between divisions, locations, and countries. Such a task is always going to be a significant challenge, but when some of your countries are operating on manual processes and others are using a whole plethora of different systems that cannot connect ot each other, it really requires a methodical approach, and a team with the vision to see the whole operation holistically.

The way Pitney Bowes approached their task was a blueprint to success and there are many key learnings that could be applied to companies of all sizes.

 

And in these two features we find yet even more connections, and deep lying ones too...

For both of these examples were presented at recent Service Community events and whilst that connects the two in one way, it also leads us to The Service Community which is a perfect example of the power of connections. After the sad loss of founder Steve Downton, The Service Community’s future was far from certain, but the mantle has been picked up by fellow members of the community (expertly marshaled by Chris Farnarth) and through the exchange of ideas from one set of connections to another the community continues and it continues to be something very special. A community run by service executives for the service industry. You’ll find no sales pitches and advertisements at a Service Community event, just excellent presentations and the opportunity to widen your network of connections amongst your peers.

And the Service Community connects me neatly to the final part of this leader, where I wish to focus on this months special report, The #FSN20 - The twenty most influential people in field service.

For there are a few of the prominent members of The Service Community sat amongst this elite band of 20. The response we had from you our readers on building this list was fantastic, so thanks to each and everyone of you who made nominations. Of course we had to whittle the list down and we have tried to take a fair minded approach that was reflective of the many different corners of the field service industries. The good thing is even if you don’t agree with our final twenty it means you are thinking about who should be in there.

Which means we have acheived our objective - to get people thinking about all the good things going on in our industry today. We’ve also included twitter handles for each of the #fsn20 so you can follow them and further your connections yet another way!

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Welcome to the latest edition of the Field Service News podcast. This month we are joined by Tom Oates, Senior Project Manager with service management software provider Solarvista and we are discussing the importance of getting the implementation of any software right if you are to see the expected efficiency and productivity improvements you are expecting.

You can listen to this edited snippet here for free and if you want to hear the full podcast which includes Tom's advice on how best to implement the software and manage the transition from one system and set of processes to another both in terms of the technology in place as well as from a change management perspective, you can get instant access by simply clicking the link below and completing the brief registration process.

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To download the full podcast just click here and complete the brief registration form!

 

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Resource Type: White Paper
Published by: Oneserve
Title: The metrics that matter: How actionable analytics can transform field service management performance­
Download:Click here to download this white paper
By downloading you agree to the T&Cs listed available here
Synopsis:

The top strategic action for two-thirds of service organisations is to develop or improve the metrics or KPIs used to measure field service performance. And yet only 18 percent of companies believe they have the skills necessary to gather and use insights effectively.

These two statistics represent the predicament of many field service organisations today - they know actionable analytics are vital for business success, but fully utilising the information they gather is a daunting and difficult task. This white paper aims to disentangle the vast quantity of data available in the field service management industry by highlighting the metrics that really matter and demonstrating how analytics can be used to improve business performance.  

Overview:

This white paper covers the following areas:

Customer Centric and Servitisation

Many organisations have data at their fingertips but are paralysed by the complexity and number of data sources available to them. They rely on anecdotal evidence or intuition to make decisions rather than informed business intelligence in order to drive competitive advantage.

Research shows that service organisations that fully interrogate data outperform their rivals. A like-for-like comparison between organisations which use advanced analytics and those that don’t, reveals that adopters of analytics are seeing a 60% higher increase in year-on-year revenue.

Analytics for Field Service Management (FSM)

Analytics for FSM should be based around assets in the field, the resources (time, money and people) it takes to install, maintain and repair those assets and the customer experience. Initially an organisation may just want to understand the numbers around these key activities, then in time improve processes. Ultimately the goal should be to deliver forecast and predictive analytics that achieve optimisation across service delivery.

For field service this goal can be delivered at both strategic and operational levels, for example a director might want to understand how a shift in approach can create gains for the organisation, whereas a manager might want to understand how exactly that shift can be made.

 

Incorporate the metrics that matter

To ensure analytics are able to deliver valuable insight, the right KPIs must be identified. Every service organisation must identify their own metrics based on what success looks like for them. There are however some common measures in the service industry which should be tracked by any service organisation regardless of which sector they operate within.

KPIs (Key Performance Indicators) for field service management should include:

• Business process
• Service delivery
• Customer service
• Operational efficiency

This is by no means an exhaustive list - each metric should unlock more in-depth measures which require analysis. Clear actionable insights will be revealed as part of the analysis from which the organisation can take evidence based decisions and improve the process associated with that measure.

This should be a constant cyclical review process. 

The analytics journey

Assuming a set of KPIs has been defined, there is a hierarchy of analytics that can be applied, dependent upon the richness of the data and the analytics resource available. The advanced analytics journey demonstrated in chart 1 articulates a staged approach, which starts by examining the data and finishes by optimising the intelligence which has been discovered. Evidently each step in the journey becomes more complicated and arguably more useful as the capability and complexity of the analytics increases.

Additional benefits of analytics

Increased customer retention Research by Aberdeen Group shows organisations that embrace analytics outperform their industry average figures for customer satisfaction, customer retention and service improvement. These organisations use analytics to gain a deep understanding of customer behaviour to preempt customer needs and desires without explicit interaction.

Higher levels of motivation in the workforce The mobile workforce is the shop window of any service organisation. In fact some organisations are even combining the role of technician and salesperson. The technician is highly qualified in product knowledge and often in the customer space; this puts them in a unique position of knowledge and trust to be able to sell to the customer.

Improved bottom line Organisations which reap the greatest rewards from business intelligence see a significantly improved bottom line.

Competitive advantage By continuously analysing in-house performance figures these companies can use this insight to monitor their competitors and ensure they stay at the top of their game. The best performing service organisations are twice as likely as all others to consistently benchmark service performance against peers and top performers in other industries.

Click here to download this white paper

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