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Field Service News speak exclusively to Evatic, CEO Pål Rødseth, about their ambitious plans to conquer the European SME market...

The field service industry has of course seen a lot of merger and acquisitions activity in the last couple of years, much of which has seen major global enterprises such as GE and Microsoft entering the market, through acquisitions of ServiceMax and FieldOne respectively, plus there has also much been private equity investment in established leading brands within the industry such as ClickSoftware, ServicePower and IFS.

However, there is another organisation on the acquisition trail which has gone beneath the radar of many of the more mainstream IT and Business focussed trade journals, yet they are perhaps set to have an equally big impact on the field service management landscape - that is Norwegian company Evatic who currently have offices in Norway, Sweden, Germany, France, Holland, UK, America and Singapore.

UK readers may well recognise the name as they acquired the highly respected British FSM pioneers Tesseract towards the end of last year - however that was just the first piece of the puzzle as the Nordic firm aim to build up a pan European organisation. Indeed, they’ve spent little time resting on their laurels and have recently added a second FSM provider to their growing family having recently acquired Swedish company WinServ.

However, whilst the acquisition of Tesseract was very much about securing the excellent IP that the UK team had developed as well as giving them a foothold into the UK market, with WinServ it seems Evatic are making a move that firmly establishes them as the number one player in their home sector.

 

“WinServ has been the toughest competitor to Evatic over many years in the Nordics,” explains Pål Rødseth, CEO, Evatic.

In fact, around 50% of the 330+ clients that currently use WinServ are in the copy/print sector - which is also Evatic’s main area of focus. Additionally WinServ’s clients are also predominantly spread across the Nordics with a large market share in Sweden. So for Evatic this move is more about building a dominant base in their primary sector to build upon rather than spreading their wings into different sectors or geographies.

Taken the two acquisitions separately, one may be mistaken in thinking that they were both merely opportunistic acquisitions for an ambitious company hungry for growth. Indeed, both Tesseract and WinServ were headed up by their original founders who were reaching retirement age - so there certainly is a certain grain of truth in that assertion. However, as Rødseth explains there is a much more focussed strategic approach to Evatic’s approach to acquisition pattern than merely picking up companies who happen to be in the right place at the right time.

“There are too many of these small companies that have all been around for twenty odd years that are not able to take the next leap forward in product development,” he explains.

“We see customers demanding more and more functionality. They are demanding new solutions be Cloud based, they are expecting business intelligence capabilities, they are demanding easy integrations. All of these things are only possible if you have a large enough customer base to spread the development cost across.”

“We believe that here is a need to consolidate these ten to twenty employee companies across Europe to be able to keep on developing solutions because if you don’t do that you will eventually lose your customers over time."

"You need to face up to what the bigger companies are doing in the service management space and be able to deliver the majority of that functionality down to the SMEs - which is our core customer base.”

It is an admirable approach and one that makes sense. The SME market remains largely under served and with so much money flowing into FSM providers at the moment the main battleground has become the enterprise sector - leaving plenty of space for someone like Evatic to come in and dominate amongst smaller organisations.

But of course, this can also be a very tricky path to negotiate. Will there come a point when by unifying the many smaller companies together essentially Evatic risk transforming into a big business themselves and lose the flexibility and adaptability that often makes smaller providers the right fit for their client base in the first place?

“We don’t want to become a Microsoft. We want to be able to retain flexibility and be able to take decisions quickly and work efficiently but we also want to scale the business more than we’ve done so far. We are moving into a new premise in Wycombe with Tesseract and that facility will have additional space for a good number of employees so we are planning to ramp up the Tesseract business and also expand into Europe.”

 

So how quickly can we expect Evatic to build their empire? With two quick-fire acquisitions back-to-back Rødseth perhaps wisely is planning a fallow year.

“We need to be realistic in what we are doing,” he explains.

“There are challenges in integrating businesses and there are challenges in getting people to work together when there are cultural differences and so forth - so I don’t think we will be making another acquisition in the next 6 to 12 months. We are more focussed currently on getting operational excellence in place. Doing M&A is challenging and the majority of such projects fail - we want to make sure ours doesn’t.”

“But we do have a list of 8 to 12 companies that we follow and we are in dialogue with them and we have investors that back our strategy and we do have the ability to move quickly if we need to.”

 

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Resource Type: White Paper
Published by:  Field Service News (sponsored by Tesseract)
Title: Five fundamental elements to expect in a FSM system

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Click here to apply for your subscription now and we’ll send you this white paper to your inbox now instantly as a thank you for your time!

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Synopsis:

Field Service Management technology has become essential to service delivery excellence. Service excellence is no longer a USP but a baseline requirement.

However, whilst technologies such as IoT and Augmented Reality are grabbing the headlines their potential is greatly diminished unless you have a fundamental layer of technology in place already.

This white paper explores what to expect from a FSM system and offers best-practice tips to help you get the most from your investment..

Overview

The white paper explores the following five key elements of a Field Service Management (FSM) System explaining the importance and offering best practice advice of how to get the most from your own system...

1. Contract Manager:

Contract management is often viewed as the starting point of almost everything within field service management operations. Without a view of your service contracts you cannot have to hand the answers for critical questions such as:

• What is the SLA on any given contract?
• Is a client under warranty or do they have an enhanced level of service contract?
• Does a contract include spare parts and/or consumables?
• Is the service contract due for renewal?[/unordered_list]

You could be at risk of potentially not meeting your clients expectations and so putting the potential of renewing or upselling service to that client in danger in the future – or on the other side of the coin, you could be giving valuable service away for free.

Therefore, Contract Management is perhaps the most important of the fundamental building blocks that you should expect to find within a modern field service management solution and perhaps the first area that you should make sure your team is fully versed in utilising.

2. Scheduling:

Scheduling comes in a number of different guises and the various different names given to types of scheduling options can be a somewhat confusing but broadly scheduling will come in three flavours:

• Assisted
• Optimised
• Dynamic

It is often assumed that a dynamic solution is required for a larger mobile workforce, but whilst the size of your workforce is certainly one consideration in which type of scheduling engine would best suit your service operation - this is not the only factor.

The complexity of the service work, as well as the variety of service jobs you undertake is another significant factor. For example an organisation that has a field workforce that services multiple different asset types – perhaps from multiple OEMs, and therefore has a number of different engineer requirements for differing jobs - would likely benefit far more from an optimised scheduling engine than an organisation that just fixes one or two types of assets for which all of their engineers are qualified to undertake repairs and maintenance.

3. Mobile tools and communications::

It is fair to say that the biggest revolution in field service has come from the rapid explosion in mobile computing power. Today’s smartphones are capable of greater computing tasks than even the laptops of just a few years back. For the field service organisation this is fantastic as it puts information at the field service engineers finger tips, empowers them to spend more time on maintenance and repair and less on activities such as paper work and enables them to deliver a far more effective and impressive service experience for the customer. Also, with the advent of smart phones, and then latterly tablets, has come greater communications tools than we could have ever expected ten years ago.

For example, engineer to engineer communications are seamless in today’s world, whether it be using dedicated built-for-purpose business tools or even free to use consumer solutions such as WhatsApp or Skype. From a FSM solution standpoint again whilst a mobile app was a USP, an add on or even a separate solution entirely just a few short years ago, now almost all FSM solutions will come with some mobile offering included.

 

However, whilst the mobile element in FSM technology is constantly evolving, essentially the most fundamental and core aspect that you want a mobile aspect of a FSM solution to do is to mirror your back-end solution and to do so in real-time.

4. Parts & Inventory Management::

Parts and Inventory management is perhaps an area that in the past has not received the focus and attention that it requires. It has often been the mantra of field service organisations that they are aiming to the get the right engineer to the right job, at the right time.

But that all becomes moot if the right engineer doesn’t have the right parts to hand as well. Consistently at industry conferences parts management remains a hot button and a common pain point for a huge amount of organisations. So whilst it is exciting to talk about emerging technologies such as IoT and Augmented Reality - a primary focus should be on ensuring our field service operation is as efficient as possible at a fundamental level, and that means getting a grip on parts management.

And whilst of course there are supply chain and logistics aspects to the conversation which can make things complicated – especially when you are using third party contractors – one of the most crucial aspects of good parts and inventory management is utilising a system that can keep track of where your inventory, including van inventory, is at any given point.

5. Integration:

We are living in a world of data lakes, data rivers, data mountains and all other types of data topography it seems! But all these vast swathes of data are meaningless unless you are able to draw insight from it, and quite often that means being able to let the data flow seamlessly from one set of business applications to another.

 

Of course, our vision of the future is that everything will be plug and play and all technologies will play well together nicely, but we aren’t quite there yet.

 

This is why integration is absolutely key in any modern business system – including FSM. Of course, our vision of the future is that everything will be plug and play and all technologies will play well together nicely, but we aren’t quite there yet.

 

Integration varies from provider to provider but often it is led by the integrations they have been asked to undertake, so if your current provider or a provider you have identified as being a good fit for your business don’t advertise integration with a specific system you are using – it is worth discussing the possibilities with them - especially if it is a common platform as making their product integrate may be useful for other future clients also.

 

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This White Paper offers further details on each of the above elements and how to get the most from them.

Want to know more? Access to this resource is available to Field Service News subscribers only - but if you are a Field Service Professional you may qualify for a complimentary industry practitioner subscription!

Click here to apply for your subscription now and we’ll send you this white paper to your inbox now instantly as a thank you for your time!

 

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Marne Martin, CEO of ServicePower describes what field service management professionals should expect from their solution providers and offers some excellent intel on how to pick a partner that is right for your business...

Customer service, customer satisfaction, customer experience. Those are more than buzz word, more than trends in field service.

Field service organisations have recognised that to achieve the highest levels of retention and overall growth in consumers, they must focus on providing the highest levels of service. High service levels may mean faster service, less break-downs, higher first time fix in the field depending on the given industry and customer expectations, but regardless, the focus needs to be on what the customer wants.

We frequently find that the account management or sales organisations which hold the customer relationship budget, aren’t engaging as effectively as they could be with the service side of the organisation to put existing or new technology to use. Customer experience is about more than the CRM!

Using the latest in technology and mobile workforce management software, field service organisations are able to create a sales to service experience that is game changing and seamless.

Using robust integrations or other sorts of data inputs to take customer information in, utilise intelligent online portals which customers can use to engage, schedule, communicate, track service appointments and even purchase additional services makes service events a walk in the park versus a departure down the crevasse. Artificial intelligence, IoT and schedule optimisation software can improve the service experience through proactive services, real time appointment booking, higher schedule adherence and increased first time fix rates.

 

They can also facilitate scheduling your most important or more profitable customers first. Mobile software can enable field techs with the data, access and processes to delight each and every customer on every service call that mobile techs are truly enabled to be experts for every customer and asset by technology, not just their memory.

The question is, why should a field service organisation expect less than the best ‘customer experience’ itself from its FSM vendor?

Solution deployment

Field service management solutions are used by a wide range of organisations across many different verticals. The best FSM software should be configurable enough to support standard service processes, while also supporting processes unique to particular business requirement- without unexpected development.

And though business in general has become more accepting of cloud deployments, due to improved security, increased power of distributed computing and reduced costs related to hosted infrastructure, there remain industries, particularly in insurance, healthcare and finance, which cannot and will not migrate to a cloud-based deployment. The most versatile FSM vendors will not force migration to a newly built cloud platform simply to comply with its own roadmap, nor sunset functionality without providing similar, better options.

Look for vendors which can support your business today and in the future, based your requirements, not theirs.

Support

I find it ironic that with so much focus on improving the end-customer experience that so many FSM vendors in fact provide poor customer service to the field service organisation which they support.

Customer satisfaction isn’t solely focused on the end user. It starts with the sales process and moves through deployment, validation and recurring process improvement. The best FSM vendors define a solid picture of the desired end state for a deployment and then build a robust SOW around the deployment such that the intended outcome is achieved and improved upon without unanticipated cost or time overruns.

Evolving business requirements and changing consumer expectations dictate a continuously improved mobile workforce solution. To expect less than the incorporation of emerging technologies, new features and improved deployment options is ridiculous. Expect more. Rely on your FSM partner to proactively provide a better solution to support you and your customers, for the long term.

Value add

Deploying a software solution and walking away shouldn’t be the business norm. Nor is simply providing annual software upgrades the only ‘value added service’ you should expect. After all, you’re probably paying for support and maintenance. That’s what the fees are for!

Value added services are what increases your ability to provide the best customer experience to your customer, and in our mind, are really what define the best customer experience for your organisation.

The best FSM vendors can provide not only software solutions which improve your ability to execute the best service experience, but also your utilisation of the software, your labour strategy and possibly your labour capacity.

 

ServicePower’s team of experts excels at post sale value add.

Our teams, with an annual tenure of 15+ years working in software and field service management, work with your field service and IT teams to fine tune your deployment, prove your business case, improve performance, and plan for the evolution of your business and upgrades.

ServicePower also uniquely provides workforce strategy planning and outsourced managed services both in North America and EMEA.

Our client success teams have been on the ground, managing employed technicians and contractors for some of the biggest field service organisations in the world. We can lend that expertise to your teams in terms of evaluating your workforce, optimising your resources and executing a plan to integrate a contracted workforce element to maintain and improve your service levels.

We also offer a fully managed network of 3rd party service providers to enable rapid and high-quality on-demand “spill-over” servicing at peak times and in hard-to-reach locations across North America and the Europe.

ServicePower considers its clients partners, not ‘contracts’. We enter into relationships with the expectation that we’ll be our client partners trusted advisors, trusted providers of the best possible customer experience for themselves and their end customers.

 

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Research conducted by Bill Pollock, president and principal consulting analyst at Strategies For GrowthSM (SFGSM) reveals that selecting a Field Service Management (FSM) solution often requires months – if not years – of due diligence to reduce the “long list” of potential vendors and solutions down to a carefully selected “short list” of possibilities...

Making a decision based on your own research is often a daunting task, collating and interpreting RFP information and sorting live demonstration ‘vaporware’ from actual, live software capabilities.

The following provides an additional set of information that your peers in the industry consider fundamental to the decision – data your team can use to make a final, intelligent choice that grows with your business into the future.

The results from SFGSM’s 2017 Field Service Management Benchmark Survey clearly identify four specific factors cited by half (or nearly half) of the survey respondent base when making their respective FSM vendor and solution decisions, namely:

• 50% Prefer a solution that interfaces with Customer Relationship Management (CRM)
• 47% Prefer to work with a single provider of Field Service functionality
• 47% Prefer a solution that is intuitive and easy to train on
•  45% Prefer to invest in a solution that fosters Sales and Service collaboration

Another 35% also cite their preference for a solution that rolls out quickly.

While each (or all) of these factors may have contributed in some way to your decision-making process, your final decision is likely to rely more on how the FSM solution you choose will address your greatest challenges, provide the greatest opportunities and benefits for services delivery improvement, and allow you to compete head-to-head against your strongest competitors.

Compounding the importance of your selection, the chosen solution must also provide the ability to improve existing customer satisfaction levels, and increase the services organisation’s contribution to the company’s bottom line. Quite an undertaking, to be sure; but certainly doable – but, only with the most effective and robust FSM solution in place, and a full complement of vendor resources to support it over time.

Functionalities to Look For When Selecting & Evaluating an FSM Vendor/Solution

Gartner cites six categories of FSM enablement that should be included in any (i.e., every) FSM solution – at least every FSM solution that is strong enough to run the entire organisation’s services business. They are:

1. Demand Management – including customer portals, multichannel customer communications, IoT integration, triage support, field work order/appointment request, field quoting, field parts sourcing, ticketing system integration and long-cycle work requests.
2. Work Planning – including forecasting, scheduling optimisation, parts demand planning, purchasing, Geographic Information Systems (GIS) integration, customer communications and third-party service enablement.
3. Technician Enablement (Mobile) – including Global Positioning System (GPS) integration, routing, equipment history/site details, social collaboration, customer communications, knowledge base/work instructions, purchasing & quoting/sales and tool management.
4. Work Order Debrief – including work order financial information, customer forms, site evidence, equipment updates, recommendations, payment collection and customer surveys.
5. Operations – including invoicing and price books, installed equipment manager, maintenance agreement management, maintenance plans and quoting, warranty management & warranty claims management, revenue recognition enablement, reverse logistics management, depot repair, equipment supersession, engineering change requests and fleet management.
6. Analytics and Integration – including field service performance management; cross-functional predictive analytics; alerts, notifications and gamification; and Enterprise Resource Planning (ERP), Customer Relationship Management (CRM) and GPS integration.

While most vendors will say they offer all of these functionalities within their FSM solution offerings, it is more than likely that there will be significant gaps in key categories such as work planning, technician enablement, and analytics and integration (among others).

However, each of these areas will be critical to the overall enablement that your FSM solution is needed to provide and, therefore, must be included in the FSM solution that is ultimately selected and implemented.

Marne Martin, CEO, ServicePower, a leading provider of field service and hybrid mobile workforce management solutions, agrees that all six of these areas must be addressed in any FSM solution, noting “For organisations looking for a single vendor, end-to-end solution with an easy integration process to existing CRM or ERP packages, ServicePower is a great fit.”

“ServicePower supports a seamless integration mechanism to any CRM, including the launch of an App for the Salesforce AppExchange and new prebuilt connectors to most major software packages.”

 

“Our solution provides a full complement of mobile workforce management functionality, from consumer entitlement, to schedule optimisation and contractor dispatching, work order management, enterprise mobility, asset, inventory and contract management, and 360° BI (i.e., Business Intelligence).”

She further adds that, “While most FSM vendors also offer ‘scheduling’, ServicePower’s solution is the only one on the market designed to improve the customer experience though real time AI (i.e., Artificial Intelligence) and robust mobile functionality, while streamlining service operations with integrated hybrid workforce management functionality.

SFGSM’s survey results validate the effort ServicePower has expended in extending our solution to include the full spectrum of functionality required to manage a mobile operation, from entitlement through a plug and play intelligent consumer portal to warranty management and BI.”

Making the Final Decision – It’s Time to Decide!

The Cloud has normalised the playing field for most FSM vendors and their customers.

The options are many, the costs have come down (i.e., through the proliferation of the subscription basis model) and the FSM solution alternatives are “all over the place” with respect to the comparative breadth and depth of product functionality, strategic partnerships, FSM vendor acquisitions, “new” product roll-outs and the like.

However, in deciding which is the best fit for your field service operation, today and for the long term, one thing remains clear – the field service operations at your organisation will remain the central focus of your role and responsibility.

Why would you want to go with a vendor that doesn’t provide it all?

 

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Resource Type: eBook
Published by:  Solarvista
Title: The top 10 “often forgotten” risks when selecting field service management software

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Want to know more? Access to this resource is available to Field Service News subscribers only - but if you are a Field Service Professional you may qualify for a complimentary industry practitioner subscription!

Click here to apply for your subscription now and we’ll send you this white paper to your inbox now instantly as a thank you for your time!

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Synopsis:

Selecting the right solution to meet your field service software needs is crucial. This eBook explores 10 often overlooked risks that companies must consider when selecting a FSM solution that could save expense and time during and after implementation.

Overview

The eBook focusses on ten often overlooked considerations field service organisations should address when selecting a new field service management solution. As well as identifying pitfalls to be aware of the eBook also looks at means of overcoming them.

The areas of focus within the eBook include:

1. It won’t actually do what you need it to do:

This seems an obvious one and one that everyone is aware of, right? Well, not quite. Defining how any software works (and especially with field service software) is a difficult and abstract exercise and unless you work in IT as a professional (and even then you are likely to find it hard), it’s an almost impossible to be truly 100% sure that the software will do what you need it to do.

2. It’s hard to access on the devices that people really want to use:

Over the last few years, the march of new smartphone devices has exploded and of course everyone has a position about “which platform is best”.

In reality, they all have their pros and cons. Devices shouldn’t be the deciding factor. You should let people use the device they feel most comfortable with. Some might prefer iPhones, some might prefer Android etc., some Windows tablets etc.

3. It won’t connect well (or easily) to your existing systems:

Let’s face it, integration is the bug-bear of any project. Over the years, different approaches have surfaced, each one meant to “make it easy” and, whilst there has been some success, it’s mostly, by its nature, hard to get right.

It’s not so much the technology, as the process and its impact upon resulting products you may have.

4. You buy it against a fully “thought-through” RFP documents, demos and then you find out it cannot do a particular feature exactly as you need it:

This sounds like it shouldn’t happen; after all, you spent a lot of time asking every stakeholder what they needed. But so often in this scenario, we see a good 10-20% of functionality is forgotten about and it’s need is only encountered “in project”.

This causes significant scheduling, resources and budget issues. Where do you find the extra time or money to pay for such expansion of scope?

5. Once implemented, your processes and needs change, so the system becomes less relevant and/or effective:

In selecting a product and vendor, you need to make sure that the future is catered for. You are buying a future, not just for today. Your business will change and the software needs to change with it.

6. The system slows down once in heavy use and over time:

One of the key reasons for choosing a new system may be that you want a more responsive system than the current older one. The performance of software is hard to predict, especially on systems and networks used for other purposes too, such as in-house servers and networks.

To mitigate this risk, the best solution is the cloud. With cloud computing, you have virtually limitless CPU, database and network power at your disposal.

7. Your staff don’t embrace the tool enough or it doesn’t get used properly:

Let’s start by saying this isn’t a criticism. But it’s human nature (and proven dynamic) that products that are easy to use, get used the most. Field service management software falls into “complex ERP” and certainly some parts of all ERP software is complex. The users at greatest risk of this phenomenon are mobile users, such as field engineers & technicians.

8. Information isn’t connected together so getting business intelligence is difficult:

Any ERP solution will generate vast quantities of data. Getting real insight from all this data is, again, a tricky task. We see so many systems procured where the business intelligence (“BI”) is assumed to be something done AFTER the system is implemented.

9. The time it takes to implement is longer than envisaged:

We’ve already mentioned several reasons why predicting the duration of an implementation can be difficult. But by avoiding many of these mistakes, the risk to timeline can be reduced or even eliminated.

One good way we recommend to make sure you meet timelines desired (and perhaps more importantly, budget!) is to use “Agile Project” styles for both procurement and implementation.

10. You start well, but as staff leave and new people join, the use of the system degrades and it becomes less useful/relevant:

We often see this referred to as “death by a thousand cuts”. It’s more common than many think. And almost impossible to see happening unless you look closely. Slowly, over time, your people lose contact with the software, function by function, process by process.

 

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This eBook offers further details on each of the above challenges and how to overcome them.

Want to know more? Access to this resource is available to Field Service News subscribers only - but if you are a Field Service Professional you may qualify for a complimentary industry practitioner subscription!

Click here to apply for your subscription now and we’ll send you this white paper to your inbox now instantly as a thank you for your time!

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Paul Saunders of Kirona explains why just “making do” is a dangerous approach when it comes to your field service management systems...

The majority of field service organisations have a mobile solution which meets their needs to varying degrees, however for a large proportion of these organisations, the solution was implemented for a specific contract and then rolled out to other contracts where it’s not a perfect fit or was implemented several years ago, met 100% of the “then” requirements of the organisation but has failed to keep up with the changing requirements of the organisation, their customers or even technology.

This leaves many “making do” with a mobile solution that is expensive to maintain, hard to adapt and less responsive when it comes to providing a competitive advantage above their competitors, mobilising new contracts or delivering additional value on existing contracts.

The contract won and the service delivered by a field service organisation three years ago is typically different to a contract to deliver a similar service today, with clients requiring a different level of service, more efficiencies, more flexibly, all with great visibility.

This means organisations require a more flexible, enterprise class mobile solution that can “adapt” to meet the various needs of the field service organisation and contracts that it provides.

 

Today as a minimum, a field service mobile solution should be capable of integrating with multiple back office solutions, as the majority of field service delivery organisations either end up having multiple back office works management solutions (as they acquire businesses or contracts) or have other systems such as HR, finance, etc.

A modern field service organisation needs a mobile solution that is independent of its FM back office capable of delivering a mobile job that varies from contract to contract, meeting the specific requirements of that contract. Therefore the mobile solution needs to be configurable allowing a single PPM or reactive job type to be modified to be specific to the contract that it’s deployed for.

As an example an organisation might have a standard PPM or reactive job type, with standard fields and workflow deployed to the mobile device, however when a job for contract ‘A’ is received by the mobile solution, additional workflows and data collection might be added automatically to meet the requirements of that contract prior to it being dispatched to the mobile device. This might be contract specific surveys, health and safety checks or intelligence gathering that might deliver additional benefit to the FS organisation or their customer.

Where does this additional data collected get held?

Typically the FS back office solutions are not flexible enough to enable this additional contract specific data storage therefore the mobile solutions server component needs to be capable of storing and making this information available either through integration or reporting.

As many field service back office solutions cannot handle the complex process workflows required by a modern field service organisation this is also something that is often required by the solution that is actually “doing the work”, i.e. the mobile solution.

The ability to implement workflows before and after a task has been dispatched to the field is another key component. If a new reactive job is created where specific niche skills or high value equipment is required, put this into an authorisation process prior to dispatching to the mobile device. Equally if an operative has a specific outcome on a job, the mobile workflow solution should be able to automatically create one or more follow on tasks, place the job in approval, etc.

 

Organisations would need to have developers who develop and tweak their existing solution to meet the needs of them or their customer, or they get their suppliers to do this. They should have a mobile solution capable of being configured and tested in minutes/hours, not days or weeks to meet their exacting requirements.

Kirona’s Job Manager Suite including Job Manager Mobile is a two part solution, JM Mobile and Control Centre. JM Control Centre is capable of being integrated with multiple back office solutions. Within JM Control Centre, users can configure what a standard job type is (such as PPM or Reactive) as well as what additional contract specific workflow or data requirements are required for each instance of this job on a mobile device all without the need for supplier or an organisations development team.

JM Control Centre and JM Mobile can also allow complex contact specific workflows to be implemented, ensuring compliance to the field service organisations standards and processes as well as their customers. This workflow also removes the need for back office intervention for follow-on’s jobs, special tasks, approvals, etc. reducing the resource requirements of organisations.

All of the above gives field service organisations and their customer’s greater flexibility whilst gaining in-house control of their job workflow, something most organisations have never had, enabling them and their customers to be proactive as well as reactive, collect more information for their customer and their customers sites and gain a competitive advantage to enable execute contracts more effectively and to win more business.

 

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Kris Oldland, Editor-in-Chief, Field Service News reports live from the Field Service Management Expo where he spoke to Susannah Richardson and Neil Jones of mplsystems about the launch of AESOP a genetic algorithm based scheduling engine...

 

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Resource Type: White Paper
Published by:  Field Service News and eBECS
Title: FSM System Analysis report - Microsoft Dynamics 365 for Field Service

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Want to know more? This white paper is available to Field Service News subscribers but if you are a Field Service Professional you may qualify for a complimentary industry practitioner subscription! Click here to apply for a subscription now and we’ll send you this white paper to your inbox now instantly as a welcome gift!

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Synopsis:

Almost all industry experts including practitioners, analysts and vendors are in agreement that the selection of a Field Service Management (FSM) system is far more than just an IT decision.

Field Service has always been a mission critical operation, but as we move into a world of servitization and outcome based solutions, efficient field service delivery is more crucial than ever before.

With this in mind, the correct selection of a FSM system to meet the demands of your individual organisation is crucial and should be based on a thorough understanding not of only the technology but also how a vendor can work with you to ensure best practice implementation - to help you see the efficiency gains, productivity improvements and return on investment promised.

Microsoft is of course a name that has been synonymous with enterprise computing for decades and their FSM offering is, as would be expected, one of the leading solutions within the FSM sector, identified by Gartner as a leader within the space.

However, its deep level of functionality, as part of the wider Microsoft Dynamics ecosystem, can perhaps be daunting for some - resulting in organisations potentially not taking advantage of its full capabilities.

 

This is where specialist providers such as eBECS can add additional layers of value in helping companies through the implementation process in order to make sure they are able to get the most from the tools embedded within Microsoft Dynamics 365 for Field Service (Microsoft Field Service) and do so as swiftly and efficiently as possible.

In this white paper we will be first taking a closer look at the key elements of Microsoft Field Service and then exploring the benefits of working with a systems integrator such as eBECS when implementing the system.

Overview

The white paper is split into two main sections. Each of which include:

Section One: The capabilities of Microsoft Field Service

The first section of the whiter paper explores the core functionality, pros and cons of Microsoft Field Service with a look at the following aspects of the solution:

• Major benefits of the system
• An overview of functionality
• Who is currently using Microsoft Field Service
• Scheduling Functionality
• Reporting Functionality
• The mobile aspect of Microsoft Field Service
• Integration capabilities of Microsoft Field Service [/unordered_list]

Section Two: Microsoft Field Service vanilla flavour vs. the added value of eBECS

In the second part of this comprehensive white paper we explore how an EBECS implementation differs to a standard implementation of Microsoft Field Service - here we look at two key areas the added IP that eBECS bring to the table and also their own approach to implementation.

Additional eBECS’ IP

Currently there are two additional software tools that are available exclusively to eBECS’ field service clients. Firstly, there is there is an additional tool to the Mobile Offering which is their Site Assessment Survey. Secondly, eBECS offer an ‘Accelerator Pack’ which is designed to help organisations take advantage of the powerful but often complex to set up tools such as PowerBI which is powerful part of the Microsoft technology stack discussed within the white paper.

Perhaps crucially, the eBECS approach is designed to not only aid organisations in getting the most out of their investment, but also empowering them to be able to continuously refine parameters themselves - something that in the fluid world of field service can be rewarded in significant savings in both time and money further down the line.

The eBECS’ Approach to Implementation

Whilst the added IP included within the eBECS solution is of undeniable value, it is arguably within their implementation process that the greatest benefits are to be found.

Michael Smythe, eBECS comments “When we talk about customisations and implementations etc, this is where we excel as we have built a team of industry experts - field service experts who haven’t just worked on IT implementation but have actually been in the industry and understand how these things work. People that can help you and work with you, side by side to build a platform that is suitable to meet your business goals.”

It is this intimate understanding of the industry that is perhaps key to their success to date. As it is this understanding that allows them to act within a truly  consultative capacity, rather than being simply a technology implementation team and again we explore this approach within the latter segment of the white paper.

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Want to know more? This white paper is available to Field Service News subscribers but if you are a Field Service Professional you may qualify for a complimentary industry practitioner subscription! Click here to apply for a subscription now and we’ll send you this white paper to your inbox now instantly as a welcome gift!

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Field service appointments can be high-friction events, or strategic opportunities to engage customers and build trust. The outcome depends on whether customers, field agents, and back office support teams are informed and empowered throughout the process. Glympse, a pioneer in location services and location-powered customer experience, is teaming with Microsoft so businesses using Microsoft Dynamics 365 for Field Service can provide customers with constant, accurate awareness regarding the status of field service appointments.

The collaboration seamlessly embeds Glympse En Route, a location-powered customer experience management solution, within the Dynamics 365 for Field Service application through a new, off-the-shelf integration. As a result, end customers receive continuously updated appointment and technician visibility that culminates in a live map view of the technician's location as he travels to the appointment destination.

“Location and estimated time of arrival (ETA) management have become two of the most critical elements of successful field operations and customer interactions - whether it's for a cable installation, office equipment repair, furniture delivery or maintaining mission-critical medical equipment. Customers demand better information to help them manage their busy schedules, including visual, interactive digital engagements that fit their mobile, on-demand lifestyles. Static, one-way alerts aren't enough anymore, and service providers cannot afford to roll trucks to customers who are not available,” said David Troll, senior vice president of Sales and Customer Operations, Glympse.

 

“Our alliance with Microsoft means more field service organizations of all types and sizes, spanning industries across the globe, will have a faster, easier way to leverage Glympse location technology alongside Microsoft Dynamics 365,” continued Troll.

Jeff Comstock, general manager, Dynamics CRM at Microsoft, commented, “By working with Glympse, we're helping our customers provide their end customers even more visibility into technician location and ETA information with a custom branded web experience.”

Users of the joint solution can improve customer service and the effectiveness of field operations - and ultimately drive revenue growth. End customers get steady updates and can track the live status of a service agent, allowing them to more effectively coordinate their schedules with service providers. Prepared customers mean fewer missed, delayed or rescheduled appointments, fewer calls to customer care, efficient appointment execution and faster time to revenue. In addition, internal back office users get better operational visibility through location data, including metrics and live map views of technician teams.

How the Glympse Integration with Field Service Works

The integration package uses standard Field Service workflows to trigger Glympse En Route actions:

• End-customers receive automated periodic notifications containing a unique web link.
• This link directs customers to a web-based experience (accessible via a mobile device, browser or embedded in a customer portal) to view the ETA and/or location of their service representative. As the appointment draws closer, the status is continually updated.
• En Route uses location data from the field to provide organizations with increased internal visibility and performance metrics, helping them better manage their operations.[/unordered_list]

Installing the pre-built integration package is fast and simple. Field Service users with a Glympse license can add these capabilities by completing a simple set-up process.

More information about Glympse can be found here.

More information about Microsoft Dynamics 365 can be found here.

 

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Want to know more about Glympse? Check out our interview with David Troll filmed @ Field Service USA earlier this year here

 

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