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ServicePower Technologies Plc a provider of workforce management software, recently announced the launch of ServicePower Unity, an integrated, cohesive mobile workforce management software product providing field service enterprises with the capability to manage the complete service cycle from entitlement and work order management, schedule and route optimisation, 3^rd party dispatch,  field mobility, claims processing and business intelligence, in a SaaS deployment.

ServicePower Unity combines all of the components of our mobile workforce management platform into a single, integrated SaaS offering, based on a per user license fee.

Unity provides all of the elements of ServiceScheduling’s real time, unlimited intra-day schedule optimisation, or Optimization on Demand^TM, with ServiceOperations and NEXUS FS^TM, enabling clients to manage, dispatch and adjudicate claims from their third party contractor networks, while providing the field service management functions to those same third party contractors needed to improve their own productivity and customer satisfaction rates.

 

All of this is combined with enterprise mobility for both the employed and contracted workforce, and robust operational and business intelligence, ServicePower Unity enables ServicePower to meet the needs of every member of the field service ecosystem, regardless of size or workforce model, in the cloud, for a single fee, while delivering a higher overall ROI than seemingly competing software.

Marne Martin, CEO, ServicePower, stated “This is an exciting launch for ServicePower.  Our mobile workforce management software platform has always provided intra-day route optimisation, contractor dispatch and claims management, enterprise mobility, business intelligence, and with the launch of NEXUS FS^TM and Optimisation on Demand^TM, new SaaS field service management software and optimisation as a service, we’ve delivered our platform on premise, hosted or as SaaS.  ServicePower Unity brings all of the components together, in a SaaS model, at a single low cost, such that any sized field organisation can take advantage of the same productivity tools, improving operations and the customer experience, while achieving real ROI on their investment  ServicePower continues to lead innovation in the field service management market, now offering the most complete, wholly configurable mobile workforce management software on the market, all as a true SaaS product.”

Return on Investment and workforce management should go hand in hand but it can take careful application explains Marne Martin, CEO, ServicePower...

Return on Investment “ROI” is such a buzz word, especially in field service.

Most organisations, which offer some sort of field based services eventually realise that to achieve their productivity, customer satisfaction and cost metrics, some level of automated workforce management (WFM) technology is required. Even small productivity gains bring guaranteed benefits to any organisation.

Making the Case

The business cases for WFM vary, but generally, the most common goals are improved efficiency, increased customer satisfaction, decreased costs and streamlined processes, such as collaboration, inventory management and billing.

 

 

While WFM technology does require an investment of course, it can generate huge returns, in as little as nine months according to Gartner, throughout the field service process.

 

The most successful WFM deployments begin with a commitment to improving existing processes and a focus on productivity enhancements.

An example of the sorts of key performance indicators that are possible with the implementation of a WFM technology that includes configurable parameter-based optimisation include:

 

• Total capacity increased from 6,427 jobs to 8,579 jobs (33% uplift)
• % jobs completed late decreased from 78% to 33%
• Average jobs/day/tech increased from 4.72 to 7.18 (52% uplift)

 

To achieve these sort of improvement in your organisation through the implementation of a WFM including algorithm-based technology to maximise your productivity, it starts with well laid plans.

Evaluate WFM vendors:  Select a vendor based on supported deployment models, especially in 2016 when SaaS deployments are increasingly important due to speed of implementation, cost savings in terms of IT resources, hardware, licensing and security. Integration capabilities, and features such as schedule optimisation, mobile dispatch/support of on site processes and business intelligence are also important.

And, look to the future. Business models, customer expectations and technologies change.

The best WFM vendors offer technology which supports your current business model, but also provides a roadmap to support growth and evolution in the future.

Build a solid team: Cross functional project teams, which include executive sponsorship and a strong project leader with the relationships and negotiation skills to navigate across the teams are key to driving consensus and success. Don’t forget the tribe.

 

 

Much information about current operations and the ability to enforce the changes necessary from the bottom up depend on the techs, dispatch, call centre, finance and HR teams that general aren’t initially included in the project because they fall outside to the core field service and IT teams.

 

Every functional group will have its own goals (or not) for the project and varying commitment to it.

Document plans and goals: Drive commitment by attributing specific ROI metrics to each functional group and use a formal ROI model to measure the results.

Collect data: Ensure data is collected prior to launch so that recalculation of the metrics after can be calculated the same way to provide a solid, unquestionable analysis.

Calculating the results

Documenting a ROI on a WFM investment is an exercise which requires data from across the enterprise to accurately measure and understand where you started and the productivity gains that were the result.

Again, the most common data used to measure success and ROI on a WFM deployment are improved efficiency, increased customer satisfaction, decreased costs and streamlined processes.

Specifically, measure technician and dispatcher efficiency. Has the WFM solution increased the number of jobs scheduled per day, per technician?

Has the solution decreased the number of dispatchers required to manage field technicians?

Has technician utilisation improved based on the solution’s ability to handle intra-day schedule changes, decreasing non-working time and overtime?

 

Have field techs been able to improve their efficiency, completing more jobs per day or decreasing the time on the job site? Have first time fix rates improved?

 

Have fuel costs decreased due to more efficient routing? Has headcount been optimised such that resources can be reallocated to other tasks or eliminated? Has schedule compliance improved, decreasing missed or late appointments?

Have customer satisfaction scores increased due to shorter appointment windows, improved schedule compliance or proactive maintenance work supported by the WFM tool?

Collect baseline data and use a robust, integrated, in-memory business intelligence tool to measure the baseline and post deployment data against one another.

ServicePower recently helped a client evaluate the ROI on its deployment of ServiceScheduling.

The client documented increased productivity of 29% and a 32% return on its investment in ServicePower’s mobile workforce management software platform, including fewer miles driven,across the entire fleet, resulting in a $1,611,055 savings per year, and improved schedule compliance resulting in $165,600 in late penalty savings per year.

Continued Success

Mobile workforce management software solutions are critical to maximising the productivity and efficiency of employed resources. Measurable, sustainable ROI is absolutely possible. Positive ROI depends on solid planning, cross functional, deeply experienced teams, agreement on the metrics, data collection and robust, integrated BI. To learn what your ROI on a WFM investment could be, run the numbers with our ROI calculator.

 

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Marne Martin CEO of ServicePower argues that to be a thoroughbred amongst your competitors you must seek out the best-in-breed technologies...

Spring is the start of the racing season in some parts of the United States, especially in Kentucky where the Kentucky Derby, the first race of the Triple Crown, is run the first Saturday of May.

The 2015 race was historic.

American Pharaoh, a horse owned by an Egyptian immigrant, with half a tail, took the Triple Crown on Saturday, June 7, 2015 by winning the last and longest of the Triple Crown races, the mile and a half Belmont Stakes.

He’s only the 12th horse in history to ever win all three races: The Kentucky Derby, the Preakness and the longest, the Belmont Stakes. And, he won that last race decidedly, taking it in 2:26:65 minutes and 5 ½ lengths ahead of the 8 horse field, the fastest Belmont since 2001 and 6th fastest time since Affirmed ran it in 2:26 4/5.

Only Secretariat, the legendary race horse featured in the movie Secretariat in 2010, ran the Belmont faster at 2:24 by 31 lengths in 1973.

The Pharaoh stands happily at stud now at Ashford, a 2,200-acre farm in Versailles, Kentucky, where, even as unproven, first-year stallion, he commands a record $200,000 stud fee. Thoroughbreds are athletes in every sense of the word.

They train for years and face stiff competition. Some of them are born with an edge, like Secretariat, whom had a larger than average heart rumoured to have contributed to his racing success. But, most winners are the product of preparation and execution including the latest, best tools and technology. Field service organisation are exactly the same.

 

We must focus on preparing our people and executing seamlessly by enabling ourselves with the tools and technology that ensure success.

Out of the gate, we must seek out the best in breed field resources. New technologies like social, mobile, cloud and IoT are second nature to the emerging millennial workforce. Find field technicians comfortable with new technologies and provide them with complementary tools which improve their personal success. Collaboration tools like video chat, mobile applications and wearables help them help your customers. Satisfied field resources, trained to use their technology, with access to tools and information to get the job done will increase your first time fix rates and customer satisfaction.

To beat the competition down the stretch, we must execute flawlessly by enabling ourselves with the best tools and technology. Mobile workforce management software is not optional. I think most enterprise level organisations, with several hundred or thousands of field resources get this.

But the necessity of scheduling technology is still nebulous for some small or medium sized enterprises. Every business, no matter the size absolutely can benefit from real time route and schedule optimisation, mobile dispatch and field service management software. There are many options for route optimisation, but not all are the same.

While some vendors offer ‘scheduling’, that doesn’t necessarily mean they offer real time, intra-day route optimisation like ServicePower. ServicePower has invested significant effort into enhancing our scheduling software, filing 4 patents on Quantum Annealing, the first new optimisation algorithm in decades, which offers all businesses more efficient, faster route optimisation by harnessing the cloud and distributed computing.

 

For those small, medium and even large enterprises whom do not or cannot deploy a full on MWFM software, Optimization on DemandTM released this summer provides improve productivity and reduced costs without a full workforce management software deployment. Optimization On Demand™ enables field service organisations to book jobs for customers, then pass a set of appointments to ServicePower to optimize, on demand, into the best, least costly order.

Optimization On Demand™ provides a more intelligent tool set, without the expenditure of an entire workforce management or field service optimisation software solution. NEXUS FS™ provides field service organisations of any size an enterprise quality, wholly configurable, cloud-based field service management solution with a comprehensive mobile application.

It supports work order management, dispatch, scheduling, inventory management, time sheet reporting and geolocation, enabling focus on providing high quality service to customers, while benefiting from productivity improvements.

Technology is available/accessible at any level of business operations and is the key to winning the race, beating the competition. To cross the finish line, use of technology is key.

Optimised scheduling, mobility and field service management are all critical components of mobile workforce management software. But, to cross that line, field service organisations must deploy collaborative, operational intelligence and real time control consoles to monitor ongoing operations from across the enterprise.

Monitoring what’s happening today ensures high compliance levels and happy customers. Mining the data, using custom scorecards and predictive analytics enables teams to manage work, coach staff and fine tune processes to get over the finish line today, setting up a successful tomorrow. Do all this, and your organisation will have also won the Triple Crown.

 

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Marne Martin CEO of ServicePower explores how new challenges in field service are resulting in a delicate balance between digital innovation and industry pressures.

The field service industry is teetering on the edge of a precipice.

On one side are emerging technologies like mobile workforce management software, route optimisation, wearables, enterprise mobility software, operational analytics, IoT/M2M connected devices, and social collaboration. On the other is the shifting environment, including the changing workforce, the emergence of the millennials, legislative challenges and increasing competitive pressures.

Where the Age of Enlightenment that occurred from the 1600 to 1700’s was about cultural and intellectual change in Western Europe, based on new ideas around reasoning, analysis, and individualism, the ‘Age of Digital Enlightenment’ is very different.

It has created a digital effect on field service which requires that each organisation utilises technology, analysis and information together to enable new, better ways of delivering service, while meeting its business goals.

Emerging technologies, digital technologies, in particular can be transformational to field service. However, field service organisations must balance new technologies to meet compliance and productivity goals, and ultimately achieve the highest levels of customer satisfaction and profit for the business.

Field Service Challenges

Field service organisations are continually challenged, by not only increasing competition, declining margin and changing customer expectations, but also a myriad of other issues, including:

• Evolving business strategy - Business strategy must be continuously adapted to address changes in the competitive environment, changes in customer’s communication preferences and changes in labor supply.
•   Legislation - Legislative changes absolutely impact how field service organisations operate. Legislation must be identified and business process designed or changed to accommodate them.
•   Emerging technologies - Social, mobile, analytics, cloud, wearables, and IoT/M2M are transformational and absolutely should be evaluated for impact to the business.
• Emerging millennial workforce - The workforce is aging. The millennials are increasing backfilling the ranks. They grew up with mobile and social technology. They are motivated differently than their more experienced peers.
• Competitive pressure - The competitive environment changes every day, with new entrants and early technology adopters, like Uber.

Impact on the sector

Field service doesn’t stand still. Established organisations continue to be threatened by new market players.

Meanwhile, the field service industry is reinventing itself, eliminating manual processes and schedules which are costly and inefficient. Field service recognises now the value of field based resources. People are our greatest opportunity and highest costs. We must fight for talent, especially as the labour pool shifts towards millennials.

There is confusion over which technologies to implement, in terms of legislation and productivity. In Europe, for instance, traveling to work is now considered part of reimbursable hours for employees. What workforce management software is best capable of handling accounting for this legislative change, and the new schedule complexity, while improving productivity and efficiency at the same time?

 

These challenges, these impacts on the industry, are the biggest threats to field service; they are also our biggest opportunity.

Navigating the Future of Field Service

All challenges that face field service organisations today can be addressed with emerging technology that transforms operations.

• Real time optimisation improves productivity and efficiency, while also reducing costs.
• Mobilised on-site processes improve first time fix rates and the customer experience.
• Operational and business analytics improve oversight and operational performance.
• IoT/M2M connected devices facilitate the evolution from reactive repair based models to proactive, less costly and more customer friendly models.
•  Social collaboration leverages the comfort of millennials workers to improve first time fix rates and reduce field based overhead.

Bridging the Divide

Bridging that precipice, between the digital effect and the industry challenges, requires quick and decisive action.

• Act strategically – Look at what technology delivers the greatest return on investment and prioritise your investment where it matters most.
• Recognise that field service (people, process, IT, parts, etc.) usually crosses multiple aspects of the organisation.
•  Be sure to gain alignment and recognise that every function has a vested interest in success.
• Don’t forget to build a business case and agree the metrics for success.
• Employ creative thinking to challenge the status quo and rethink how that strategy can be delivered.
•  Work with technology vendors that understand innovation and what’s possible.

Field Service is a critical part of most businesses today. Field based resources are often the only touch point with your customer post sale.

Take advantage of new technologies to build a platform for success which improves visibility and increases flexibility across the service value chain. Adapt faster and more efficiently to external change and new company strategies.

Productivity drives profits in your business!  Your competitors, and even businesses you don’t know about yet, are heading that way so Cross that bridge now before it is too late.

Field Service Europe returned to Amsterdam this autumn. Field Service News was keen to find out what delegates liked about the event and what their key take-aways were. Active technology, IoT progress, mobile device management, task-based scheduling and a shift to customer-focused services were among the hot topics and there was growing recognition that European service organisations face different challenges compared with their their US counterparts.

Here are some of the conversations we had….

Marne Martin, CEO, ServicePower

FSN: Why did you decide to come to Field Service Europe?
The greater Europe and EMEA region is an important one for ServicePower, so definitely being able to meet with customers that cover all these territories is a fantastic opportunity.

I think also it was wonderful to see many of the presentations and companies at various stages of their maturation in field service. We the more mature end with Airbus and what they were doing with IoT but also that there are still companies that don’t understand the difference between scheduling, manual or drag and drop, versus the real power of optimisation.

FSN: Do you find that the European challenges are slightly different to those faced by US based organisations?
I think it’s different. In the US you have larger field forces so the complexity of the size has driven them into optimisation in advance of some of the European companies. However, the European companies have the same pain points in service and now they are also having to effectively do more with less - the new regulations that count travel time to and from a job as working time actually increases demand for productivity-enhancing technology.

There is a difference between more passive service management technology like a GPS or some other regular solutions that are just monitoring and giving analytics versus a more active solution that actually can drive cycle times, jobs per day, making sure your working within SLAs, the priority of jobs etc.

 

I think it is really important that we talk about active technology, technology that you can continue earning a return on investment on. Again the drivers for technology purchases are a little bit different between regions but the pain points in field service are pretty much the same.

Alec Pinto, Associate Director Field Service Central, QIAGEN

FSN: Why did you decide to come to Field Service Europe?
Firstly it was the opportunity to meet with our peers and learn new ideas and see what other companies are doing so we can benchmark against what they are doing and find out what the next steps are for us to grow our service offering.

I normally come away with 20 or 25 ideas for what we can put into place for the next three years, so from a mid-term goal perspective it’s always useful. I’m also with Peak service: we are always looking for new partners so these opportunities are the second big reason we are here. In summary, it’s networking and business opportunities.

FSN: Have there been any significant key take aways for you this year?
What GE healthcare is doing is amazingly good. They’ve got some really good ideas: the concept of categorising the tasks that you do not the engineers ties in well with what we are looking to do - identifying tasks by complexity and grouping them, creating training plans, regional plans and dispatch plans based around that. The idea is something we’ve been playing with, but how to make it concrete is something that just clicked with us this time.

That’s one big thing. What is also interesting is that the internet of things is not really taking off like people think it is. That’s a big realisation. Obviously there is the pressure that we need to get into the Internet of Things but when you see where the market is going it’s not something that will become real in the next three years.

 

Paul Rogers, Support Engineer Instrumentation Products, Pall Corporation

FS News: Why did you attend FS Europe?
Within our corporation we have a dedicated support team that is now a separate entity in itself. My boss and colleagues in the USA have already attended the Palm Springs session. They thought it would be a good idea for me to come to this conference with a fresh pair of eyes. I guess what we’ll do when I get back is have a round table discussion.

I will then need to see which direction we are already moving in and probably reach out to some of these technology partners and see what is available in terms of compatible systems, look at some of the things that look quite exciting, some of the technology offerings, the use of smartphones and our engineers having something simplistic to improve their workflow.

At the moment,  I guess our support is complex - it needs to move into newer technologies. This is a great place to start and a way forward for our company. We’re doing a very good job at what we do at the moment but we have to work very hard to do that. What we are doing now is moving things up.

In terms of eureka moments what a lot of it will come down to is if things could be implemented in a machine’s design with embedded sensors reporting back so we are able to tailor an instrument’s servicing based on its usage.
Things like that we can maybe start feeding back to the design teams – things that they may or may not be aware and that they may or may not have even thought about. Exciting times are ahead and that was one Eureka moment I guess.

The other ones were just seeing the level of complexity that some of these providers can offer. If you want to go to that level it’s there.

Oleg Huber, Director of Sales, Coresystems

FSN: Why did you decide to come to Field Service Europe?
it was a natural decision for us to be here again this year - we were here a year ago , two years ago, so we know the community already. We know we meet the right people here, we’ve done business here.

FSN: Has there been a difference in the conversations you are having this year compared to previous years?
The delegates are better informed. When people were talking about Internet of Things or M2M communication or service automation two or three years ago mostly we were looking to tell them this is what it is all about; now it is more of a future based discussion.

At the moment they are really in the process of evaluating. A bit down-to-the earth again because after evaluating a year ago they realise, OK, we are not really there yet, so we need to first fix a couple of things internally before we can go to the Internet of Things or such fancy strategic things. But people are much better educated, I think.

FSN: Do you find on the whole companies are looking to upgrade legacy systems or are there still many companies with no FSM system at all?
A system is always in place whether it is paper-based or automated: they have a system they work somehow. Many companies are working either in spreadsheets or even paper and they come to us and they ask for best practice ; what are your unique selling points; why should we talk to you instead. The demand is there and they really want to see how we can help them move forward.

Jonathan Massoud, Divisional Director & Market Analyst, for WBR, organisers of FS Europe

FSN: What have been the big trends at this year’s Field Service Europe Conference?
In terms of the European market, last year conversations were very much about how to offer services and what to offer for services, how to get it down, present it, package it, market it.

At the end of 2015 a lot of the topics have been about refining that value proposition: putting yourself in your customers’ shoes, taking a step back and working towards a ‘what’s good for the customer is good for the company’ type of approach. Shifting towards that sort of mindset and having the technicians follow suit and recognise that is definitely a step along the path for European manufacturers.

An ongoing issue is a move from what can you market to how do we go from free to fee offerings of services and getting customers to pay for them. .

Other themes his year were around the path towards preventative services. Last year, companies were not talking about the technologies embedded into certain products. This year there have been advances in putting IoT into the thought process and companies looking at connected devices.

FS News: You've just hosted Field Service East in the US . Would you say that the delegates here, who are mainly European, have more pain points?
[quote float="right"]The different regions within Europe is the main differentiator between the US and the European manufacturers.

It’s a big deal for global manufacturers but not so much for those just based in the USA. Training around this is also a big issue for European manufacturers.

 

It’s not just that they have customers that vary with preferences, characteristics, what they expect and their customer demands but their own field workforces are also pretty diverse. European manufacturers struggle to get their own technicians to flex their soft skills to their regional customers as well.

You can even see it with the attendees here versus the attendees in the States - their personas are completely different. Our European constituents are very aware of personal boundaries, for example I’m French you’re German, we’re going to conduct business like this, I expect this it’s my nature. We don’t get that in the US.

In the European market a lot of these guys do business based around their relationships. That makes the community that we are trying to build here even more important. That’s how these guys build their relationships, it’s how they build their levels of trust.

FSN: Has there been any one technology showcased at this year’s conference that leapt out as one to keep our eyes on this year?
Device management has been big. Mobile device management has been one of the things that has been presented here.

Whilst Internet of things has been more of a loftier conversation, practicality and the technologies that were presented on mobile device management, having apps built for customers, creating a service app for your organisation that has been a big differentiator for some of the companies that we have seen presenting here and a big take away.

 

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ServicePower Technologies Plc has joined the ThingWorx partner program as a certified partner. ThingWorx is a leading rapid application development platform for the Internet of Things.  ServicePower will use the platform to build applications that help its customers reduce costs, improve services and ultimately achieve competitive advantage.

By developing new applications that connect machines using IoT and integrating them into its workforce management, enterprise mobility, and analytics technology, ServicePower will enable its clients to optimise performance by uniting their workforces with assets in the field.

Using sensors in assets in the field coupled with new applications developed on ThingWorx, clients will be able to detect problems as they occur and, using ServicePower’s workforce optimisation solutions, mobilise their repair crews before there is a disruption to services.

ServicePower will offer the new IoT applications through the ThingWorx Marketplace, as well as directly through its global sales channels. Joining the ThingWorx ecosystem underlines the growing momentum of ServicePower’s partner strategy and its aim to use scalable and innovative technology. Specifically it builds upon other recent IoT partnerships with Bosch Software Innovations and Concirrus.

Marne Martin, CEO of ServicePower commented. “ServicePower already supplies the most innovative and complete service management platform on the market. We work with companies that operate assets in the field such as utility and cable providers, facilities managers and contractors; they can all now benefit from a step-change in technology that will deliver unprecedented levels of asset visibility. Valuable asset information extracted using ThingWorx can be fed into ServicePower’s existing service management platform so that our clients can deploy resources faster and where they are most needed. This technology will enable them to transform their operations and maybe even entire sectors.”

 

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Marne Martin, CEO at ServicePower outlines the key considerations for field service directors exploring technology, people and processes…

The field service industry is exceptionally diverse and surprisingly complex. Providers vary in size, geographical coverage, services offered, parts required to conduct repairs, inspections, installations, and maintenance or facility management. In today’s competitive world, customer satisfaction is considered the number one indicator of success, even as productivity, cost, and parts inventory management remain essential.

Workforce management software (WFM) is the technology cornerstone on which the success of the operations relies. New technologies, like social, mobile, analytics and cloud, IoT and M2M data, also impact the industry, presenting new ways to perform work, improve first time fix rates, and new business opportunities.

Technology

How does a field service business select the best WFM technology? What must service operations consider to ensure measurable success?

WFM solutions differ greatly, as discussed last month, so it is imperative to consider your requirements early to maximize the likelihood that what is deployed delivers the functionality you require, at the costs you expect. This checklist will help you build a foundation strong enough to maximize ROI and improve customer service levels.

Budget:	WFM implementation and maintenance costs vary. Determine if a license or a transactional SaaS model is best for your organization, evaluate the fully loaded costs, and make sure to have a partner that is willing to evolve with your changing needs.
Business Complexity:	The more complex your business, the more important true optimisation software, like ServiceScheduling, is to create the least costly schedules and highest customer satisfaction as the same time.
Business Objectives:	Make sure your business objectives are clear and your business partners are engaged and ready for any change management required.
Security Requirements:	In this age of hackers and identity theft, pick a solution that ensures your customer, employee and business data are safe.
Key Performance Indicators:	Agree on KPIs early and collect baseline data to measure improvements against.
Software Deployment:	To SaaS or not to SaaS? Decide if you want to deploy and manage an on premise solution or rely on vendor expertise.
Back Office Integration:	Increasing first time fix rates requires that technicians arrive with the skills, parts, and collaborative mobile dispatch software to support all tasks onsite. Decide during design what data, software and people access are required to support field work.
Integration Execution:	Decide if your IT team can support a WFM integration or if a system integrator is required to do the heavy lifting.
Training:	Don’t forget training. Staff must be trained to use the software as, how and when intended.
Continuous Improvement:	Stay abreast of new technology and changes in your own business. Ask for advice incorporating latest releases.

Process and People are as Important as Technology

Create processes and people policies as part of the WFM deployment. Technology cannot alone create a successful field service operation. The underlying processes and people create success.

Process

When developing an evolving operation, fundamental processes must be designed and implemented to ensure smooth operations and healthy ROI.

Work Scheduling:	Work scheduling is not routing. It is the process and tools used to create basic staff work schedules: shifts, breaks, lunches, PTO, and non-schedulable time such as training or vehicle maintenance.
Forecasting:	Demand forecasting goes hand in hand with labor supply forecasting. Invest in tools to plot demand, geographical and seasonal. Business intelligence tools are great options for demand forecasting.
Management Plan:	Define roles, responsibilities and tasks. Create performance management plans so adherence and success can be measured, and rewarded or corrected. Managers and employees thrive when expectations are clear. Discipline is less painful when plans are defined, published and applied evenly.
Parts and Equipment Management:	Define processes for procuring, warehousing and allocating parts to jobs. Define accounting process for tracking distributor invoices and returns to ensure credits and charges are correct. Define use policy for company assets, like trucks and tools. Enforce the policy with tracking technology to prevent misuse or fraud.

People

People are the most critical element of any field service operation. Create people, processes and policy to “sustain and maintain” your ROI goals.

Create a Task List:	Define daily tasks. Employees accomplish more and feel more accomplished when they understand what needs to be done each day.
Create a Playbook:	A playbook is critical and often overlooked. It is an operational manual which defines policies that dictate employee interactions and utilization of WFM software and operational processes which support objectives and KPIs, driving operational excellence and productivity.
Plan and execute the ride along:	Once tasks and expectations are defined and understood, ride along or sit with employees to understand reality. Identify what is going on in the field, call center or warehouse, to identify potential opportunities for improvement.
Validation:	Inspect your expectations! Perform customer surveys. Audit work performed. Customer satisfaction cannot be assumed simply because a task list and schedule have been completed. Validate process and policy adherence to ensure employee success and customer satisfaction.
Manage Expansion:	Don’t overlook the ‘fiefdom effect’. Policy, process and technology compliance and utilisation must be consistent and measurable across the entire organization to objectives are met.

 

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Our Industry Leaders interviews series continues  with an exclusive interview by Field Service NEws Editor-in-Chief, Kris Oldland with ServicePower CEO Marne Martin. In Part 1  they talk about the thinking behind the development of  the new NEXUS FS^TM  software, and the importance of user-friendly interfaces and deep functionality...

It’s been a busy time for the team at ServicePower, a company heavily focused on the constant evolution of their own suite of products, with a clear strategy of exploring and harnessing the latest emerging technologies and implementing them within their own solutions aimed solely at the field service management sector.

The recent release of NEXUS FS^TM  an enterprise-class, cloud-based field service management solution designed to be suitable for any sized service business is the latest addition to the Service Power line. It incorporates comprehensive mobile dispatch functionality that sits well with the dynamic scheduling engine that ServicePower is perhaps best known for.

In Marne Martin,  ServicePower have a focused and savvy CEO, with a strong background in highly senior roles, with both a passion for innovation and an understanding of what it takes to drive business forward. It is clear that Martin has a clear vision of the road map ServicePower needs to be taking both in the short to medium term as well and way beyond.

“We’ve really taken what we have -  a twenty year deep and rich experience in field service - and have accelerated it into new product development and innovation of our existing applications, to find new ways of approaching the pain points and needs of the field service industry,” Martin begins as we discuss where exactly ServicePower are in their development right now.

“Especially, the last twelve to eighteen months we’ve really accelerated,” she continues.  “We acquired the source code for mobility in January 2013 and we’ve actually built out a leading mobility product, so we’ve been able to leapfrog our competition in many regards.”

Our conversation is taking place just after the announcement of NEXUS FS^TM  which has a definitively fresh and modern feel with a lot of focus on the user experience. This is something that will sit across the suite of ServicePower products in the not too distant future and is clearly a consideration for the development of their product line.

The importance of the User Interface

“With the existing applications we’re about half way through migrating the User Interfaces to the really great new look and feel of NEXUS FS^TM . We’re using angular JS and Bootstrap but we’re looking at new technologies all the time and it’s a really beautiful UI,” Martin comments.  “Even when you think about what Salesforce and some of the really big players are doing, I feel we are really at the cutting edge now.”

UI has become an integral element of what makes a successful business application in today’s modern environment and this is something Martin is acutely aware of.

“You can’t underestimate how radically Apple has changed everything. With what they put out with the iPhone and how it looks and feels. You certainly have leaders in software that really care about user experience and UI like Salesforce, but I think Apple with the penetration they had really took it to the next level”

So how does this Martin filter this approach into her own organisation?

“The key is taking what we’ve done with some of the new technology, and then making sure we have integrated a great user experience throughout the other applications, modernising the UI, but not losing all the functionality that we have built over the last twenty years. It’s a really exciting time”

“I think ten years ago there were certainly some competitors that were more proactive in terms of UI than ServicePower were but we’ve actually worked to leapfrog them and even go beyond Salesforce is at the moment using them and Apple as a benchmark”

“Even if you look back at TOA at the time, they had a great UI and ClickSoftware were doing some UI development maybe ten years ago but I think we’ve actually moved beyond that.”

“At this point we are benchmarking off ourselves in a way; we have a great team led by Steve Higgins who joined with us in late January, and then he has integrated with all the various product teams with the existing applications. The product guys were just at Dreamforce the other week and they walked away saying wow we are actually ahead in certain areas now. I’m really proud of that.”

However, Martin is also keenly aware that mission critical software, especially at enterprise level, cannot be all style and no substance.

“When we look at SMB solutions on the Internet you know they want to see a UI like that but when ultimately when it comes to the enterprise deals, when you get to a certain scale it is still all about the functionality,” she explains.

 

“The UI is nice but in the end what enterprise level field service organisations care about is things like our ability to do real-time optimisation, heavy duty management of third party contractors, the warranty claims,  analytics -  all these things.”

“A great UI is necessary now, but it’s not enough - you’ve got to have depth of functionality because that’s what gives a barrier to entry,” Martin states before adding, “With a hundred grand I might be able to spin up a little UI and an app, but I’m never going to be able to get a robust solution that will satisfy the leading enterprises as well as having the depth of functionality.”

And with a product development road map starting to come to fruition, the next stage for ServicePower is an aggressive growth period as they seek to capitalise on the attention a raft of awards and recognition their technology has gathered as they’ve continually sought to improve their own suite of solutions.

Martin admits the next phase of their strategy is to really focus on sales execution now. “I think we have a very good position now in terms of growing our brand awareness, recognition of the technology in the product suite that now we can really start scaling on sales execution. That’ll be the big push the year forward.”

Look out for the second part of this exclusive interview coming next week....

 

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Marne Martin CEO of ServicePower gives us her insight into why the company continues to focus on evaluating and developing the latest technologies for field service...

Disruptive new, connected technologies are changing the workforce management industry, by leap and bounds.

ServicePower Technologies Plc, is incorporating the latest in technology innovations into its leading field management software solutions. These new technologies, including social, mobile, cloud, analytics, IoT and M2M, and collaboration, drive efficiencies and productivity, reduce costs and increase first time fix rates. Most importantly, they transform workforce management to improve customer satisfaction, recognized as the overall measurement of success.

Schedule optimisation is the cornerstone of workforce management software, and the key on which the success of operations rely. Without real optimisation, the software won’t deliver on its ROI promises. There are generally three types of scheduling approaches: 

1. Basic scheduling: Managers build and manage a schedule manually, using no logic to decide the best tech or the best place on a schedule for a job.
2. Automated/Simple Rules-Based Scheduling: Simple, rules based systems, including computerised logic automatically builds a schedule, filling an open slot on the schedule, with no reshuffling of existing jobs to achieve a less costly schedule.
3. Intelligent Route Optimisation, as offered by ServicePower.  The schedule is built automatically based on configurable parameters and sophisticated optimisation algorithms to minimise costs, maximise margins, reduce response times and improve customer satisfaction, while ensuring that the best field tech is assigned with the right skills and parts. It also re-optimises the schedule in order to reduce costs.Place your list items here

ServicePower pioneered true intelligent, configurable route optimisation,  providing its ServiceScheduling software since the late nineties. We’ve continuously enhanced the engine which is offered through competitive partners as well. In 2015, we incorporated a modern Management Console which provides managers the ability to monitor key metrics, scheduled jobs, staff location and collaborate with remote team members.

We’ve enhanced lat/long travel matrix capabilities, long and complex job functionality, as well as crew and third party scheduling, and are working on evolving our scheduling algorithms to the next generation in artificial intelligence technology.

We’ve improved planning and forecasting using the latest map layering technology and coupled it with a true, non-production modelling environment and robust, cloud self-service Business Intelligence to ensure results.

Most importantly, we’ve realised that at times integration budgets or timelines stand in the way of deployment. Optimisation as a Service (OaaS), our newest product, provides enterprises and SMBs alike the power of true, intelligent, automated, route optimisation, in the cloud and on demand, by offering schedule optimisation as a service, priced transactionally. For field service organisations that want the productivity and cost savings of optimised routing, but don’t necessarily require the power of continuous optimisation, OaaS enables them to book jobs, optimise them, creating the best, least costly schedule available.

OaaS enables any organisation, even SMBs which previously were priced out of the technology, to benefit from real optimisation, moving past manual or simple rules based solutions. Likewise, enterprises looking to supplement existing ERP or CRM solutions without a full workforce management software deployment, or those with sales, stocking, or depot work not requiring travel, will also have the option of utilising OaaS.  OaaS will revolutionise how route and schedule optimisation is deployed.

We’ve also extended our M2M Connected Service product through a partnership with UK-based Concirrus, a top 10 Platform-as-a-Service UK company, and named by Gartner in its report: Cool Vendor in the Internet of Things 2015.   Concirrus adds cloud based IoT services to our scheduling software, creating new opportunities in the insurance sector and other industries with high levels of early IoT adopters, as well as new countries around the world. Additional partnerships are also under discussion in interesting new segments of IoT and application development.

We’ve enhanced ServiceMobility, our cross-platform mobile application, with additional payment and pricing features, estimates, product catalogues real time collaboration and most importantly, configurable, rules based forms. Rules provide the ability to rapidly define when data or forms are to be visible to a technician on a job-by-job basis, deploying new strategies in the field without code changes.

On the back of OaaS and ServiceMobility,  ServicePower launched Nexus FS, in September, providing the same mobile features with a SaaS business management portal that any business, from enterprise to SMB, can use to manage customers, vendors, jobs, and field employees. Combined with OaaS, those enterprises seeking a true end-to-end mobile workforce management solution can rely on ServicePower as a single source vendor for all field service operations requirements.

ServicePower is continuously evaluating new technologies to ensure that clients achieve the highest levels of customer satisfaction today, as well as future proofing our workforce management software so it supports our clients tomorrow as well. In 2015, our new products and partnerships are leading the way in technology innovation for field service businesses.

 

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