ARCHIVE FOR THE ‘service-management-software’ CATEGORY

Kris Oldland, Editor-in-Chief, Field Service News talks to Pål Rodseth, CEO of Asolvi about how he has brought together three key companies serving the SMB field servicer market across Europe, the meaning behind the new brand name Asolvi, how their customers are benefiting from the collectively shared learnings of a wider pool of peers and what the future holds for Asolvi.

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A new entrant into the Field Service Management Sector which offers both desktop and mobile software has been developed specifically for the SME contractor segment.

The solution which includes both desktop and mobile software, called Orthinc, works by connecting a company’s office administrators with their field engineers so that jobs can be more easily managed day-to-day. especially praised for its ease of use.

After sending job details to assigned engineers, it effortlessly collects and stores important data from the field such as materials ordered, stock used and time spent on-site. This information is then displayed on one simple page and can be used for fast, accurate invoicing.

Simon Jackson, the earliest adopter of the software, said that the system was an invaluable asset to his electrical business.

Simon Jackson, the earliest adopter of the software, said that the system was an invaluable asset to his electrical business. Since being approached by the Orthinc team one year ago to trial the so ware, I think it’s been moulded into the perfect tool for small and medium-sized contracting companies. We use it every day to send our engineers out jobs and receive information back from them. As well as improving our daily workflow, it has directly saved us time and money. For example, when seven invoices for parts went missing last month, Orthinc highlighted that we hadn’t charged our client for them which saved us around £350. We would never go back to our old system, it’s changed the way we work.

The Orthinc team began developing the software over 18 months ago with the goal of helping reduce contractors’ dependence on inefficient job management systems, such as complicated software, excel spreadsheets and order code books. Now, the team hope to go beyond that by providing the easiest, most accessible solution to job management.

Orthinc lead designer, Kieran McIntyre said: Time and money are the most important resources to contractors and poor processes can waste lots of both. Although so ware has attempted to provide a solution to this, none before Orthinc has really hit the nail on the head. For job management so ware to truly benefit contractors, it has to be genuinely easy to use – otherwise, you are just giving them another hurdle to jump. Simplicity has been our main focus here at Orthinc. We’ve worked hard to make a system that can be picked up by anyone and used straight away, so that its benefits are instantly felt.

The Orthinc software is available on both desktop and mobile devices and is accessible anytime and anywhere with an internet connection.

The team offer contractors a handy, no-contract 14 day free trial so that they can see if the software is right for them.

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This great infographic from the team at Astea covers some of the key challenges and some top tips for ensuring any outsourced field service operations continue to uphold your brand standards and ensure your customer satisfaction levels remain high.

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Want to know more? Field service professionals can access an accompanying white paper "Outsourcing Field Service" after claiming their free subscription to Field Service News!

Click here to subscribe and get the white paper sent to your inbox now!

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Solarvista’s Paul Adams explains why pre-project preparation is perhaps the most important stage of any software implementation...

OK so you’ve made the case to your board that your field service operation will be more efficient and cost effective if you can move to a new software system. Finally you get the green light to go ahead select and your software and then before you know it your facing managing a huge change to the way your business operates.

Getting the implementation of this software right or wrong could be the difference between your company flourishing or floundering and if it was you that put the case together for this software, then the same may likely apply to your career as well!

So what are the biggest risks and most common pitfalls companies face with enterprise software implementation?

Well perhaps one of the biggest risks around the implementation of field service management software, or indeed any enterprise grade software, is simply understanding and managing expectations. What expectations do you have of your software supplier: i.e. are they just to supply the software or is there an element of change management to be undertaken by them as well?

Software providers can give as little or as much assistance and guidance as you need, but remember we have to know exactly what it is you need before we can agree to do it!

 

It’s absolutely key to discuss with your software provider exactly what your expectations are and through open and honest dialogue you and your provider will be able to agree clear goals and also make sure all expectations are both realistic and easily measured.

Often it is the work that goes on in the pre-project phase that will define how successful an implementation is. It may be natural for some companies, especially larger organisations, to be assessing their processes on a semi-ongoing basis.

However, for many, especially those companies that are going through a rapid period of growth or expansion, this may not be the case. Often the strategic, forward looking stuff can be tricky simply because the number one focus of satisfying customers dominates absolutely everything.

Understand your processes

However it is crucial that before even getting a software vendor involved you make the time to identify exactly what your current ‘as-is’ processes are. What do you and your team do at the ground level day in and day out?

Here it’s all about understanding those nuances and where efficiencies can be made. Understanding where bureaucratic processes have evolved into some monstrous beast and inefficient processes are not questioned simply because they’ve just always been done like that.

Really having a good understanding of your day-to-day business processes is something that any company can do and having this insight is one thing that will massively help further down the line.

When it comes to the actual implementation very rarely is software implementation project just a software implementation project.

Software is generally implemented to automate manual process, and by automating manual process you’re effectively doing someone’s job for them. Therefore it’s natural if you get a lot of fear at user level during such a project. If your team don’t know what is going on this can be even further exaggerated. There may be whispers around the office of forthcoming job cuts as systems become automated when more often than not the investment in software is a clear indication of the company’s future growth and prosperity.

 

So there is a massive element of change management to be considered as part of the wider project plan. Again setting expectations is key.

It’s vital you outline the reasoning for bringing in the new software, what that means in terms of changing processes and then what that in turn means for the individual end-users - how will the change will benefit them?

And whilst the responsibility for managing this process of course ultimately lies with your company, a software provider can certainly offer guidance and expertise in not just implementing software but also in implementing projects. We can help guide you through the transition and help you manage expectations of both the executive board and the user base.

At Solarvista we often play a big part in the project management as when implementing software we typically go through the business process analysis stages with our customers. We work alongside our customers to understand their processes so we can outline where automation can improve the workflow. In that sense a software provider becomes absolutely integral to the whole change management process, and again a clear understanding of where you are currently and where you see yourselves post implementation will make the whole project run much more efficiently

Ultimately the key factor is knowing your scope, knowing what you want and understanding your expectations. It’s an often-heard phrase in project management that people don’t know they want it until they’ve not got it.

Unless at the start of the process you know exactly what you want, your expectations may well be different from reality. This could then have a serious impact on the success of the project as it could potentially cause delays and additional costs.

Understanding the scope of the project at the outset and really getting to the nitty-gritty of that understanding is therefore key.

 

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Background: Exel Computer Systems

The developing service industry requires improved quality through constant adaption.

Exel Computer Systems has brought increasingly sophisticated technology into the Service Management arena providing Software and expertise. There is no doubt that with skilled support, this technology will drive significant innovation into thought-leading organisations such as Triton Showers, who are prepared to open their minds to new ways of working and effectively use technological innovation. More than ten years ago Triton Showers realised that to be successful as a service-led business they had to be more agile and ready to adapt to the rapidly changing industry environment they faced.

To derive significant success from technological developments requires more than good luck, and unless companies are prepared to invest sufficient money, time and energy into getting it right, success will not follow. Most importantly the need to invest in the right staff, with the right training, equipment and business tools. But just as important is the need to join forces with a supplier who has made significant investment in developing leading-edge Service Software and can show innovation in the solution. Providing such an excellent product to a skilled workforce can bring to the industry leading edge skills, cost effective and excellent delivery, and set standards in the Industry.

Background: Triton Showers

Triton Showers has been producing high quality products since its inception in 1975, and is now one of the largest and best known in the field in the UK. In that time the company has invested in technological solutions and unwaveringly on recruiting high calibre staff to provide their customers with the best customer service possible. In addition to their success in future-proofing the technological aspects of their software solution by working closely with their software supplier and partner, they have been able to take advantage of the growing familiarity and acceptance of the technology by all their staff across  the business, to help their staff understand the needs and skills required of their new roles.

Like many other businesses over this time, Triton Showers has had to cope with a number of key changes including a shift from client-based solutions to browser-based, and from hardware-specific solutions into platform and product-independent solutions. Exel Computer Systems has incorporated all of these into their Eagle Field Service solution, taking in their stride the acceleration of technological development, the rapid and significant convergence of 'Mobile Communications', 'Browser-based software' and 'The Cloud' to keep abreast of technology, devices and software solutions across their customer's business. Triton Showers has grasped the opportunity to work with a very modern leading-edge supplier, critical in this complex environment to ensure the quality of the solution and the speed of implementation.

Preparing for the Journey

The service industry has developed markedly over the last 10 years, and Triton Showers has been at the forefront of this development; introducing a sophisticated call-centre supported by the latest scheduling and despatching software, as well as a comprehensive financial package. In the last three years, investing in developing and securing a powerful solution provided and supported by their highly skilled partner Exel, they have significantly updated their software solution onto one of the most modern platforms.

Most recently, Triton Showers have invested in mobile CRM and customer self-help mechanisms, as it has become obvious that the customer wants to use this form of communication. The key customer requirements across the industry are:

• immediate response time
• 24x7 access to self help to resolve issues themselves
• access to an engineer on line or in a forum or chat room

What has been Key to Triton Shower's success?

Working closely with Exel has provided them with a partner that has not only supplied the required Software to take the business into the future, but helped them to identify the most important profit levers within their business:

• Move from  cost-cutting to technology-driven process improvement and focus on customers
• Recognise that culture change within the organisation and across society is having more impact than specific technology devices, as the devices become more readily assimilated into the day-to-day environment
• Staff understanding the changes they have to make in their role as a result of the latest software and hardware solution
• Helping their staff at all levels to work differently, to deal with the local environment within the changing big picture.

The Challenge

Introducing a new software solution and associated hardware requires process change, so from the start there was a requirement that support staff understand the changes necessary in their role. The staff needed to accept that processes would be different and it was beneficial to get the processes stable and tested as soon as possible within the new solution:  They would have to see the big picture of the business process as well as demonstrate a local understanding.

Triton Showers has also recognised that the consumer market in which they work has changed its attitude towards the sovereignty of the customer, and that a significant shift of mind-set within the customer requires Triton Showers to work very differently, at all levels, to maintain control.

Historically, the quality of service was delivered contractually through service level agreements, ensuring the supplier would deliver within certain parameters. The agreement would be with the individual customer and not normally visible to anyone else, with the advent of Facebook, Linked-in and Twitter this situation has changed completely, and producing a very confused picture engendering significant potential for mis-communication, putting considerable pressure onto the supplier.  Included with this is the ability for the customer to broadcast their opinion of the service they have received.

The supplier has to have much better access to the customer experience through varied and reliable sources of information, including mobile CRM, so that data can be automatically collected by the hardware and software carried by the engineer, freeing the engineer to focus on fixing the customer, confident that all the data is captured correctly.  The engineer has to be trained and given the responsibility to gather customer information, through effective listening and good questioning. The engineer cannot allocate any more time to the customer, so information gathering has to be done during the fix (including up-grading customer value, providing new value and understanding issues facing the customer, their changing needs and if possible consulting on the customer’s processes to better serve them next time).

Supplier support and added value

Working closely and confidently with their software supplier, Triton Showers were able to significantly develop their customer interaction process to facilitate the capture of required information, to build up a picture of the customer in order to better respond to their needs and reduce the cost of provision while improving the quality.  In addition Eagle Field Service provided effective future-proofing to:

• Accommodate changes in technology, particularly the impact of mobile connectivity
• Deal with the growing impact of Social Media in the Business to Consumer (B2C) environment
• Ensure that Triton Showers work-force were  more comfortable with the modern platform format that Eagle could provide, in particular delivering a mobile CRM capability
• Develop the solution with Exel to provide an on-going, workable and stable solution

Conclusion

Service Manager, Graham Neve, has found working with the Exel team has considerably broadened the business calibre of his service team.  Working with Exel helped the staff at all levels in the business to understand the changes required in their role as a result of the solution, improving the way they communicate with the customer.

He believes Triton Showers are in a much stronger position thanks to their implementation of Eagle Field Service and the support received from Exel.

Find out more about Exel Computer Systems including videos, white papers and news in the Field Service News directory here

Contact information for Columbus:

 

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Services provided:

Columbus A/S configures and implements Microsoft Dynamics 365 for Field Service

What We Do:

• Columbus helps you provide a customer-centric service with a focus on personalisation, key touch points and interactions.
• Columbus helps you optimise the entire service supply chain for increased automation, greater efficiencies, reduced costs and improved satisfaction.
• Columbus helps you leverage field service as a profit centre within your larger organisation for additional revenue streams and growth.
• Columbus helps you connect the dots between you and your end customer and everything in-between, closing the feedback loop.

How We Do It:

• By leveraging key functionality in Microsoft Dynamics 365 for Field Service and our expertise in PowerBI, Azure Services, IoT Hub and Mobility, we tailor a solution to fit the inspired service offering you want to provide your end customer.
• Our business process led approach ensures Microsoft Dynamics 365 for Field Service will give you a rapid return on investment by aligning frontline productivity features with your organisation's processes and procedures.
• Our out-of-the-box integration to Microsoft Dynamics Finance and Operations gives you a holistic view of your organisation with a single source of the truth. As a partner on your servitisation journey, Columbus will consult on your service vision and execute it from proof of concept to delivery.
• Columbus uses its deep industry knowledge in manufacturing and distribution to ensure your field service solution becomes an effective extension of your organisation.
• With proven expertise in the Dynamics 365 applications, we ensure you maintain a single source of truth, whilst adopting and leveraging new technologies. Our end to end solutions enable you to action your insights to close the loop between your design, production, distribution, end service, and the customer.

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All about Columbus:

Re-imagine Field Service With An Entirely Customer Focused, Connected Service Supply Chain...

No matter where you are in your digital and servitization journey, Columbus will help you meet your top-line business objectives.

Our proven process uncovers your business potential through a combination of consulting, solution implementations and long-term services.

By marrying a thorough analysis of your business processes and operations to your business goals we are your one-stop-shop to a completely servitized business.

Our deep industry knowledge and innovative practices will ensure that your field service solution becomes an effective extension to your organization, aligned to your processes and your goals. As your partner, we will consult on your service vision and execute it all the way from proof of concept to delivery.

Automate and optimize the entire service supply chain for increased efficiencies, reduced costs and greater satisfaction

 

Microsoft Dynamics 365 for Field Service enables real-time data-driven decisions, helping you deliver an exceptional customer experience, keeping your business competitive and giving you the opportunity to open new revenue streams.

Automate and optimize the entire service supply chain for increased efficiencies, reduced costs and greater satisfaction. Action your insights to close the loop between your design, production, distribution, end service and the customer. Most importantly, maintain a single source of truth while adopting and leveraging new technologies.

Columbus has done the legwork to test and develop Industry X.0 technologies to ensure they are applicable and implementable based on industry environments and standards. Columbus helps organizations realize the benefits digitalization brings to the industry today, for a future-proof tomorrow.

Columbus is an international IT services company serving customers worldwide. We are experts in developing and providing digital business applications that help our customers in the digital transformation of their business. We are specialist within the industries retail, distribution, food and manufacturing.

We’ve proved this through more than 28 years of experience with more than 8,000 successful business cases. Columbus has offices and partners all around the world.

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GUIDE: Fitting Field Service Into Your Microsoft Solution Architecture