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The customer experience is a crucial differentiator between organisations and that experience needs to be consistent across the whole customer journey, Samir Gulati explains why this is so vital...

Today’s field-service customers demand responsive support, especially digital natives who are used to getting what they want when they want it.

But even though these customers expect field service to be speedy, it pays to slow down and examine the customer journey to better understand their expectations. Field-service providers then know what elements are worth measuring and can, therefore, leverage software solutions to direct their technicians to respond appropriately in real-time.

So let’s take a look at the five stages of the field-service customer journey, as well as the key metrics worth tracking at each step.

 

#1 The Service Request

The customer journey starts with the creation of a service request. But even a simple request carries the opportunity for deep insight so long as field service providers measure the flexibility of their engagement with the customer and their access to the servicer.

Can users submit such inquiries through multiple channels? Fewer and fewer customers want to communicate through a call centre. Instead, they prefer self-service online portals and machine-to-machine service requests generated automatically by their smart appliances.

But just as customers need access to technicians, technicians need access to customers - namely their service agreements. Automated registrations and entitlement checks, using preconfigured warranty information, allow service providers to assess maintenance options and confirm services instantly.

 

#2 Scheduling Service

Once a service request is submitted and subjected to the automated entitlement check, it’s time for scheduling. At this stage of the customer journey, scheduling options and response times matter most.

Customers should be able to easily book truth-based appointments, which reflect your technicians’ skill level and actual bandwidth based on a combination of real-time and historical data.

This ensures that the right technician is sent out to the right job, which increases first-time-fix rates.

That same information should populate estimated arrival and completion times so customers can plan for their field-service slots and appointments accordingly. Users can then utilize self-service scheduling to reschedule their service calls, at which point they have access to updated information regarding technician availability.

 

#3 Tracking Technicians

Modern customers value visibility and expect field-service companies to offer real-time tracking, much like Uber, for two reasons.

First is compliance with scheduling - simply, will the right technicians be selected, and if so will they arrive and complete their work on time?

This is as important for customer satisfaction as it is for maintaining a tight schedule and limiting unnecessary expenses. Second is real-time updates. If a technician finishes a job early or gets stuck in traffic, will the next customer in the queue receive a notification?

Furthermore, if a customer has extra information they’d like to communicate to the technician, can they send it directly to him or her without routing the message through a call centre?

Even simple messages that tell technicians, for example, what the code to a locked gate is or that the dog in the backyard is friendly can make all the difference in the timeliness and quality of a service call, but only if field-service providers open a direct line of communication between the customer and the tech.

 

#4 On-Site Repair

Once technicians arrive on-site, there are several key metrics that they and their employers ought to track:

• Preparedness: Does the tech have all the right information (and parts) necessary to complete the job on time?
• First-time-fix rate: the percentage of service requests resolved with a single technician visit.
• Time-to-repair: the average period of time it takes for a technician to repair a malfunctioning product.
• Time-on-site versus estimated: the difference between the estimated time-to-repair measurement and the actual repair time.

Field-service providers can use these measurements to assess the productivity and efficiency of their technicians as well as the effectiveness of their appointment workflows.

They can then fine-tune their processes and improve their service.

 

#5 Post-Service Engagement

Post-service engagement is the crucial last step in the field-service customer journey, which includes payment, customer satisfaction surveys, the ability to re-open a ticket, if necessary, and backend reporting.

By tracking order to cash (OTC), field-service companies can reduce the complexity in payment channels complicated by contract work, warranties claim management and sourcing parts.

And in a world where nearly 7 out of 10 customers leave reviews after purchasing products or services, channels for tabulating repeat services and gathering immediate feedback on services rendered can further provide valuable insight that field-service companies can act on immediately.

 

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Samir Gulati, is Chief Marketing Officer, ServicePower 

 

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Marne Martin CEO of ServicePower urges us to grasp the opportunity that technology affords us, but only to do so with a firm understanding of why we are doing so and how that technology can improve our service offerings...

I often hear from executives “We need big data”, “We need 3D printers”, “We need M2M”, don’t think like that.

In this article I want to inject a sense of urgency into the field service community to act now but also take the right approach towards digital technology, you’re not implementing it for the sake of it; you must implement it to do something truly noteworthy, something great.

The current state of play

We are at a pivotal time in not just field service, but the world’s future, I believe we entering the ‘Age of Digital Enlightenment’.

We have a raft of emerging digital technologies like IoT (Internet of Things), mobile, cloud and social collaboration that are resetting what we think of as possible.

 

You may have seen this shared on social media but it’s worth reiterating: Uber, the world’s largest taxi company, owns no vehicles. Facebook, the world’s most popular media owner, creates no content. Alibaba, the most valuable retailer, has no inventory. And Airbnb, the world’s largest accommodation provider, owns no real estate.

What does this mean for your business?

It is not a question of if service management will be disrupted, but when, it is inevitable. The mistake that taxi firms made with Uber is that they tried to fight it using traditional business and legal methods. Even now this continues to result in wasted energy and money, all the while Uber’s market share grows exponentially.

Without question your field service business is currently under threat from competitors that have grasped the enormity of what is happening and are plotting success based on enabling technologies.

What practical steps can you take? 

A threat is also an opportunity; to outpace the competition you need to adopt a positive and proactive mindset for your business. You also have to be pragmatic, to achieve transformational changes your business needs to step out of its comfort zone and embrace new ways of thinking.

Like the first ‘Age of Enlightenment’ we need to use our powers of reason, analysis and individualism.

We need to challenge what business means and bring together disparate technologies so that we can enable new, better ways of working.

Easier said than done.

However businesses that start early in this process will garner knowledge and experience that can help. Forward-thinking mining machinery leasing companies are using IoT to pro-actively monitor reliability issues so that engineers can be on-site fixing issues before they halt extraction.

 

Their customers are willing to pay a premium for this service and see it as a valuable differentiator.

This transformation is not realised using just IoT, there are several digital technologies (cloud, mobile, analytics) working together, the key is not to look at one technology but consider the optimal digital mix to create a symphony.

A good starting point would be to assemble a project team to analyse your business, the field sector you operate in and even other similar sectors to take a pulse of what is working ‘digitalwise’.

Your team should posses a mix of skills:

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1. Creative – to push the envelope
2. Technical – to understand what is possible
3. Business– to decide what would deliver the greatest sustainable competitive advantage

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Above all else work with a field service vendor that understands digital, one that can give you a head start because it has existing experience and the three skills above.

Here at ServicePower we lead the way when it comes to innovation, we have long since created a service management platform that connects IOT, M2M, cloud mobile and all the other enabling technologies. Beyond that we are challenging what is possible with scheduling – which is still the hub of field service.

 

Scheduling technology hasn’t really changed much in the last decade, until now.

The KTP (Knowledge Transfer Partnership) initiative with Dr. Alan Crispin and Alex Syrichas from the Manchester Metropolitan University has developed a new algorithm with ServicePower for optimising the deployment of people and vehicles for field service companies that exploits “Quantum Annealing”.

It sounds hi-tech and it is. Previously Quantum Annealing was the preserve of the massive computing power of NASA and Google, now however ServicePower, via the cloud is enabling businesses of any size to channel its enormous power to optimise resources in the field.

It is the future, allowing real time modification to more easily and more quickly modify the parameters used in schedule optimisation to deliver unheard-of productivity and route efficiency.

It is not hyperbole to say that ServicePower is not just using technologies of the future, it is creating them.

So contact us so that together we can take stock of what you are doing, and what it is you hope to do.

We have dedicated many man-years to making the most of digital in field service, let’s talk about how this experience can help you decide what’s possible and the next move to make sure your company is destined for greatness.

 

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In the first part of this exclusive interview with Marne Martin, CEO of ServicePower we looked at the development of their product suite with the recent launch of NEXUS FS^TM giving them a great platform to drive forward with Martin admitting that there will be a big focus on sales execution in the coming year as they see to capitalise on the considerable investment and resources they have put into developing and refining their product.

So in this the concluding part of this interview we ask just what what sector are they looking to conquer?

Well one of the advantages Martin sees ServicePower having over their competitors is that they are ideally placed to work across a broad spectrum of field service organisations.

“If you think of where we are now I like to describe us as in the middle of the triangle.” Martin begins.

“So you have ClickSoftware at the top and then ServiceMax and Service Bench in the two bottom corners. We sit in the inside of the triangle competing in all those areas. Each corner has slightly different focus but we are able to start looking at the markets and verticals of all three of those.”

 

“It gives us a very broad spectrum if we can compete directly where Click compete, where ServiceMax competes, where Service Bench competes that gives us a lot of business to go after and that is why sales execution is going to be very interesting as we go after that business.” Explains Martin.

It’s a bold strategy, that will see the UK based company, whose US offices are in Virginia taking on all comers, even ServiceMax who they also work with as a partner on occasion and whilst Martin clearly has respect for her Californian

based rivals, she also believes ServicePower are well placed to compete with them for business.

“I think ServiceMax validated that in the field service sector you really can go after the SMBs and the enterprise” she comments before adding “but the issue a little bit with ServiceMax of course is the cost, as a SaaS only solution it is quite an expensive solution and does has both the pros and the cons of being built right on the Salesforce ecosystem.”

“So we worked with NEXUS FS^TM to have a technology that is actually very scalable at a lower cost point. That will enable us to go in at a good and attractive price point and demonstrate real ROI to a lot of the SMB segment as well be able to scale that with functionality to the enterprise market as it’s very versatile and modular.”

However, as mentioned above, whilst the ServicePower team are gearing up for an eventful few years in the short term, Martin has an eye on the long term as well.

 

ServicePower now have a number of patents currently being filed having worked with KPP and Manchester Metropolitan University in the UK – an area Martin believes is a hotbed for emerging technology focussed talent.

“I’m a little bit of a technology nerd in the sense that I have always been involved with companies that have a lot of technology patents and interest in patents” confesses Martin “I firmly believe there is a ton of excellent technology developed there (in the UK) because there are still a lot of people studying maths and sciences in the UK and the quality of the technology is great there.”

And the area of this investment in technology is all focussed on developing the next-generation of algorithms to drive field service management scheduling forwards.

As Martin explained “Our simulated annealing algorithms is excellent, its very versatile and it works across a broad variety of verticals. But when you think about the future you want to get algorithms that use less meta-data and work faster and more efficiently.”

“You need to start thinking about not just optimising the work-flow and technicians but how do we start bringing in predictive analytics, more integration touch points and all these Big Data elements. To do that you really need to go to the next level.” She adds.

 

“That’s where we started doing the investment with some people in Manchester Metropolitan University looking at Quantum Annealing.”

“What’s interesting with the ServiceScheduling product, and this is one of the reasons it has always performed so well, is it never allows a bad schedule. When it optimises in the process it runs through various optimisation scenarios and then only writes that change if it is definitely better.”

“What quantum will do is do this in a more efficient way and faster. If simulated annealing takes an one-minute of optimisation to get to a result, we want something that will take 15 seconds to get to a result.”

“It also will enable us to migrate the product into the next generation.” Martin comments before explaining further

“Rather than a boring discussion on how do you keep re-writing the existing product, when we look forward five years we want to have a new back-end engine based on quantum annealing, so ideally we would have that in two to three years and that will fit in with a lot of the predictive capabilities that are in demand especially by the larger enterprises to day.”

Such vision and desire to innovate whilst also building the business in the current is impressive, however for Martin it really is a simple case of wanting to build a product that will become a significant player within the field service industries for many years to come.

It is also the biggest differentiator she can build between her companies and her competitors who she feels are not pushing the boundaries as much as they perhaps should be.

“Even if you look at SAP and Oracle and other big players, there really is very limited true technology innovation.” Martin states.

“ServiceMax doesn’t use any algorithms, the TOA algorithm is older, ClickSoftware uses so many algorithms that it makes its very complicated when training, or at least it makes it very labour intensive.”

 

“We want to keep driving superior results for the field service organisations but do it with technology that makes their life easy not complicated.”

Indeed whilst Martin is eloquent and laid back during our interview, she also clearly has plenty of belief in her product line which shines through our conversation.

“I’m very passionate about our product suite; I’ll put our products up against everybody, especially as we continue finishing off the road map of where we are going.” She states boldly.

“It’s coming together slowly but surely and steadily and us being able to do this across the next 12, 24, 36 months it’s going to be phenomenal.”

“We want to make sure that we are setting up a company that can continue growing in the immediate future but we also want to set up one that can keep growing for twenty years as an exciting field service player.”

Although they may not be ploughing that path alone, as Martin alluded to a soon to be announced partnership with Thingworx to add to their IoT partners, with the potential for other partnerships along the way.

“I am very much a partner person and one of the things that I have always cared about is not thinking business is an environment where I win by someone else losing. Instead we have to find ways with our partners and with our customers where we all win.” She states

“I think there is enough opportunities that even through a partner ecosystem, both should be generating profit whilst still delivering ROI to our customers.”

 

And this is at the core of Martin’s thinking when it comes to partnerships, delivering customer ROI must remain at the very hear of any conversation.

“My approach is I will partner with whomever is going to be a good partner as long as we can deliver real return on investment for our customers.” Adds Martin.

“Those partnerships that are all about window dressing and marketing, that the customers don’t get value from, well they may be nice but in the end its all about customer value.”

With a steady growth trajectory, a desire to innovate continuously and a firm grasp of the most important factor of all - delivering customer value, ServicePower under Martin’s guidance are certainly on the right track.

With an active sales approach being the adopted in 2016 there is a fair chance you’ll be speaking to someone in the ServicePower sales team at some point next year. Given the vision and direction of ServicePower , I’d say that when the call does come, you may well want to listen.

 

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Service management software provider ServicePower recently announced that a professional services company that provides global commercial and residential property services has successfully gone live with ServiceScheduling.

The technology platform, which was delivered on time and on budget, will enable the client to more easily fulfil highly competitive facilities management/service management Service Level Agreements (SLAs) for some of the world’s largest organisations, while at the same time improving both the productivity and control of operations in the field.

ServicePower’s patented scheduling and connected mobile platform enables the client, which has tens of thousands of employees, to optimally schedule field based resources, fully mobilise field based processes and monitor activities in real time, so that services are optimised and SLAs met. The first phase of the service management project went live for UK based field based resources, with subsequent phases planned for France, Brazil, and Mexico.

 

"The property management sector is highly competitive,” said Marne Martin, CEO of ServicePower.

 

"With our service management platform, field-based companies know they can build a ‘connected field organisation’. This means business processes are highly automated and visible across the service chain so that they can move faster and offer more favourable service level terms to clients than the competition.  Additionally, with ServicePower’s focus on investment in latest cloud, mobile, analytics and M2M technologies, they know that they can expect flexible, cutting edge technology.”

Recently named by Gartner as a Visionary in its 2014 Magic Quadrant for Field Service Management, December 22, 2014 by William McNeill, Michael Maoz and Jason Wong, this latest deal demonstrates how ServicePower’s focus on technological innovation translates into real business benefits for companies operating in the service management sectors. For example, as M2M connected devices continue to penetrate the property sector, ServicePower’s M2M Connected Services and Smart Scheduling Broker service management technologies will allow the client to act proactively with a predictive response to pre-empt equipment failure at properties before they becomes a problem.

As it operates in a highly changeable sector, the configurable nature of ServicePower’s service management technology was deemed important to the client because it will be able to rapidly adjust the platform to internal and external change at minimal cost.

"The selection of SevicePower for another global organisation further underlines our increasing momentum,” continued Martin. “Companies increasingly understand the importance of technology to take their businesses to the next level; they also recognise that with our unique, connected and highly flexible technology, ServicePower is best positioned to support them today and in the future in this objective.”

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 ServicePower a market leader in field service management, have recently announced a new agreement with ServiceMax, the only global, completely native Force . com field service application in the industry. Another collaboration which could see users of both systems benefit...

The agreement sees ServiceMax integrating ServicePower’s patented schedule optimisation product, ServiceScheduling, which is acknowledged by many as being one of the leading leading optimisation technologies for large workforces, into OptiMax, ServiceMax’s workforce optimisation module available on the Force.com AppExchange.

This  integrated solution will enable the companies to provide a unified, sole vendor field management solution to a wide array of field service organisations, working across both geographies and industries such as medical devices, oil and gas, and utilities where customers are noted to be looking for the Salesforce CRM alongside highly developed optimisation capabilities.

Commenting on the agreement, Marne Martin, CEO of ServicePower stated:

 “Our relationship with ServiceMax creates a unique competitive offering in the field management industry, capitalising on the strength of our patented optimisation technology, and the breadth of the Force.com platform on which ServiceMax has built its 100% native solution.  As a single vendor solution for global field service organisations, we can provide clients productivity and efficiency improvements, in addition to Force.com’s CRM features through Optimax.  While increasing our penetration of the Force.com customer ecosystem, the partnership also expands our sales footprint to new geographies around the globe.”

CEO of ServiceMax.Dave Yarnold added:

“Our integration with ServicePower enhances the ServiceMax platform with industry recognised optimisation technology, further extending our ability to provide an end to end, field service management solution to the Force.com ecosystem, and beyond.”

For more information on ServiceMax click here visit their page in the Field Service News Online Directory which includes videos, news & features plus access to downloadable resources.