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Columbus, the global digital business services provider, has today announced the launch of a fully connected and mobile Field Service solution. Columbus has created an end-to-end intelligent Field Service solution that utilises the full Dynamics 365 platform.

This includes seamless integration between Dynamics 365 for Field Service and IoT sensor reporting, predictive maintenance and advanced business intelligence to enable customers to make real-time, data-driven decisions on operations. Completing the field service scenario is Dynamics 365 Remote Assist, the mixed reality heads-up display technology delivered via HoloLens devices.

Columbus has drawn on over 25 years of manufacturing industry experience to develop the new solution, which enables medium and large enterprises to quickly adopt and leverage emerging technologies to take full advantage of digital disruption and develop a competitive advantage. The Columbus Field Service offering introduces greater operational visibility by connecting the entire service supply chain to deliver a personalised, customer-focused experience and reduce operational costs.

For organisations looking to tailor a field service solution around existing systems, Columbus also integrates out-of-the-box with Dynamics 365 Finance and Operations to optimise additional processes such as work orders and invoicing.

By consolidating data streams to provide businesses with a holistic view of operational performance, the solution helps boost scheduling efficiency, first-time fix rate, engineer punctuality, on-site productivity and engineer billable time, while enabling engineers to identify more opportunities to cross-sell and up-sell services and products.

Mary Hunter, Managing Director at Columbus UK commented “As customers become increasingly connected, businesses must evolve accordingly to maintain a high level of service and meet rising expectations. Columbus helps organisations such as Orangebox, Handicare, and Capital Solutions add value to their businesses and support a customer-centric experience. The new Columbus Field Service solution extends this ability even further to introduce greater business intelligence, end-to-end business process automation and drive cost efficiencies.”

Chris Mean, Chief Operating Officer at Columbus UK added “We are dedicated to supporting organisations throughout every step of their digitisation and servitisation journey, and the Columbus Field Service solution coupled with the extensive expertise of our consultants allows them to enhance and modernise their field service offering at any stage. Our new solution will provide organisations with the ability to harness the full potential of the Microsoft Dynamics 365 portfolio and extend their value stream accordingly.”

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Service management thought leader Sarah Nicastro joins IFS to drive recognition and growth in service

IFS, the global enterprise applications company, announces that Field Technologies Online Editor-in-Chief Sarah Nicastro will join IFS as Director of Service Business Development and Field Service Evangelist.

Sarah brings to IFS over a decade of experience covering the trends, technologies and business drivers that most impact end users of field service solutions. During her tenure at FTO, Sarah’s mission has been to help field service customers tell their stories. In her new role, Sarah will add to the in-house expertise to translate how IFS solutions address the challenges and pain points of savvy field service companies.

Marne Martin, President of IFS Service Management Business Unit and CEO of Workwave, an IFS company, shares her excitement, “With this appointment, IFS will be yet one step closer to our customers, as part of Sarah’s responsibilities include directly tuning into our customer community. Sarah will play a pivotal role in helping us achieve our growth targets, which are ambitious but entirely attainable considering the mix of great products, clients, talent and customer care at IFS.”

Commenting on her appointment, Sarah added, “I am very excited to join IFS, which is one of a small number of companies in the service management space I would consider working for. I know IFS as a strong technology vendor with an unmistakable passion for service management. I look forward to contributing with my expertise to help the company achieve its growth goals by focusing on the needs of the field service community.”

Read more about how IFS’s suite of service management solutions supports service organizations here: www.ifsworld.com/corp/industries/service/.

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simPRO has made another splash in the United Kingdom’s job management technology sector by strengthening the relationship between contractor and customer through an ‘on-the-job’ quoting and sales module.

With simPRO’s Quote and Sales module, engineers will gain the ability to conduct previously office-exclusive tasks on the job site, with an emphasis on field sales capabilities.

The module provides detailed information on goods, services and materials which customers can select from an aesthetically pleasing layout. Engineers can then provide accurate real-time estimates for customers to act upon in their own time or on the spot.

The module will also sell customers membership options which can influence the price of every option offered within a quotation.

simPRO’s Quote and Sales module is the first of many services available through the company’s new simPRO Mobile line, which was developed to allow job management tasks to be conducted from previously inconvenient locations.

simPRO Chief Technology Officer Jonathan Eastgate said the module’s function would help businesses across the UK extend service offerings and bring new efficiencies to mobile sales and administration.

“With our new Quote and Sales module, engineers can present multiple options for their customers before quoting and can even upsell on products and services. They can also then show images of catalogue items, play videos and display supporting materials such as manuals to customers which makes the whole quoting process very interactive.”

Mr Eastgate said the ability for engineers to make efficient on-the-job sales and to cut through red tape without the need of a desk is not just a win for businesses that use simPRO.

“Our clients’ customers also benefit from the drastic reduction in logistical stress. Imagine a world where you can immediately receive an on-site sales consultation, select what you need from a range of options, receive and sign for a quote and then see the work begin straight away.

“Often what gets in the way of this is the need to add that administrative step – to stop what’s happening on the job site and take an administrative step to place orders, generate quotes or make additions or alterations to a job,” he said.

“What matters most is the work done by those who use simPRO and the benefits that are felt by all parties involved. We want businesses throughout the UK to succeed and their customers to receive the best service.”

Successfully integrating with external systems like Quickbooks, Xero, Gmail and Outlook, simPRO will also provide Quote and Sales module users real-time office-to-field connectivity with technical support available 24 hours a day, six days a week across the world.

The Quote and Sales module will be available to the UK’s current field licence-holding simPRO Enterprise customers at no extra cost, giving simPRO’s mobile users the ability to take to the road immediately for free.

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Kevin McNally, Sales Director for Asolvi gives us a sneak preview of a forthcoming white paper that outlines how to build a case for investment in Field Service Management systems by outlining how Return On Investment is such a fundamental part of the equation...

 

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Whilst, of course, each and every business has its own unique strengths and weaknesses, there are now certainly enough case studies available on this topic for us to be able to predict fairly confidently, that the implementation of a field service solution if done correctly, will likely  deliver considerable Return on Investment (ROI) within a relatively short time-frame.

In fact, perhaps the biggest challenge is exactly how to calculate the ROI that you are achieving as the benefits come in many different guises and various different aspects of the business!

For example, when implementing a Field Service Management (FSM) solution you can expect to see ROI come from various areas of business expense, including:

• Increasing the utilisation of your existing resources, both in the office and the field allowing you to achieve more without adding additional resources by taking advantage of tools that deliver improved scheduling and workforce planning.
• Warranty control, how often is your service just given away for free because it is uncertain to your engineer if the customer is under warranty – it happens more than you would imagine even in the biggest of businesses, especially if you don’t have a warranty management embedded in your FSM system.
• Reducing the costs of unnecessary second visits. By having greater visibility into the service call as well as parts availability field service companies can ensure the right engineers are being sent with the right tools to do the job first time around. Given that the truck roll is generally the biggest cost line on a field service P&L improving First-Time-Fix will likely deliver significant ROI all by itself.
• Greater transparency and detail within your parts management etc, It is not just with improving first time fix that parts management within an FSM can deliver ROI. Field Service operations are unique in that stock is by necessity in constant transit. Companies can have millions of pounds tied unnecessarily up in van or garage stock which can disappear into a reporting black-hole unless a fit-for-purpose solution is in place.
• Significant costs that might have seemed a necessary evil such as paper and ink can be eliminated through digitising admin in the field with mobile technology.

 

The Impact of the Cloud

Perhaps the most important development of recent years in terms of gaining ROI from an FSM solution is the shift to Cloud becoming the most prevalent means of deployment for such systems.

Indeed, the benefits of Cloud computing are numerous but in terms of the ROI equation, there are perhaps three big aspects to consider.

Firstly, and perhaps most importantly, the widespread adoption of Cloud has led to most FSM solutions now being offered on Software as a Service model, where the FSM solution provider charges a monthly fee on a per-user basis. One of the big impacts of this trend has been that smaller and medium-sized companies that previously would have found such systems cost prohibitive on a CAPEX basis, could now access the tools that enabled there larger competitors to deliver more efficient service.

However, as the cost of a FSM solution is spread out on a monthly basis, it also becomes far easier for the ROI of that investment to become visible on a P&L sheet that isn’t carrying the heavy initial burden of the outlay of a CAPEX investment.

 

"When a solution is deployed by Cloud there is far less drain on internal resources for the service provider as the FSM vendor now bears a much heavier share of the workload in terms of actual IT support etc..."

 

Secondly, when a solution is deployed by Cloud there is far less drain on internal resources for the service provider as the FSM vendor now bears a much heavier share of the workload in terms of actual IT support etc.

Additionally, unlike an on premise solution which could be vulnerable to unseen issues such as flood, fire or even malicious attack, a Cloud-based solution will allow a service organisation to continue operating even should the unthinkable happen – meaning no lost revenue that may be generated from field service related streams.

Finally, Cloud based FSM solutions are in general, significantly quicker to implement compared to more traditional on premise equivalents, meaning that the field service operation can feel the benefits sooner, and thus start seeing that ROI quicker as well.

It is important to remember however, that ROI is just one of many aspects that can be used to build a case for investment in a FSM solution and we shall be exploring this and others in a forthcoming white paper with fieldservicenews.com

 

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WorkWave a leading provider of cloud-based software solutions for the field service and last-mile delivery industries, today announced that it has been awarded a Brandon Hall Group Bronze Award for Excellence in the Best Advance in Talent Management Technology Implementation category for its rollout of Caliper and Caliper Analytics.

WorkWave partnered with Caliper to implement Caliper Analytics to guide its talent management decisions.

As a result of WorkWave’s rapid growth at all levels of the company, its leadership became aware of a clear need to facilitate objective conversations around development processes and ways to support its managers to have more constructive conversations with their direct reports. The Caliper Analytics platform enables WorkWave to leverage detailed personality data to develop new and existing employees, help managers have more effective conversations and fill roles in a rapidly expanding organization.

“As WorkWave continues to place an emphasis on becoming the leader in field service management technology, it is critical that we hire and develop passionate and talented employees who possess the right skill sets for the right positions,” said Marne Martin, CEO of WorkWave. “Through the use of Caliper Analytics, our talent team has been able to take a data-driven approach to WorkWave’s recruitment and development, allowing us to ensure that each person we hire is a great fit.”

“We are thrilled that our partnership with WorkWave has been recognized by the Brandon Hall Group, as we continue to provide them with a scalable, data-driven solution to support the company’s growth and market strategy through its valuable employees,” said Jacque Casoni, Vice President, Mid-Atlantic Region at Caliper.

The award entries were evaluated by a panel of independent senior industry experts, Brandon Hall Group analysts and executives based upon the following criteria: fit the need, design of the program, functionality, innovation and overall measurable benefits.

“Excellence Award winners personify innovation that drives business results. Our winners embrace the future and embrace change and the challenges that go with it,” said Rachel Cooke, Chief Operating Officer of Brandon Hall Group and head of the awards program. “It is amazing in reviewing these entries how organizations – both large and small – work across functions to make human capital management a valuable asset that enables business success.”

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Manuel Grenacher discusses why Automation is set to play a crucial part in the two key pillars of field service success, operational effectiveness and customer satisfaction...

As part of the fourth industrial revolution, manufacturing factories are undergoing digital transformations, and not just on the factory floor but also business-wide – specifically regarding automation.

Research firm Gartner defines intelligent automation services as “a variety of strategies, skills, tools, and techniques that service providers are using to remove the need for labour, and increase the predictability and reliability of services while reducing the cost of delivery,” and Gartner predicts that automation will reshape managed workplace services over the next few years, providing a higher customer experience at a deflated cost.

 

"More than 50% of job responsibilities of today’s global labour force can be automated by adapting contemporary technologies..."

 

Less than 5% of occupations are likely to be affected by full automation, thus curbing job dismissals – which are often cited as the main risk of the automation trend. Instead, industry experts are discussing the “partial automation potential” concept and estimate that more than 50% of job responsibilities of today’s global labour force can be automated by adapting contemporary technologies, amounting to over $15 trillion in wages.

In the field service management (FSM) industry, to keep up with customer demands, field service organisations are refining, expediting and automating service processes, using automated dispatch and scheduling software to adjust and balance resources and manage the growing number of jobs, technicians and customers.

Dispatchers work closely together with the system, leading the more face-front work and leaving the technical, tedious work to the automation-enabled software – and this results in the following benefits and outcomes.

 

Finding the Perfect Fit

With the help of automated dispatch and scheduling, service providers can review historical customer information at-a-glance and send out the best-fit technician with the proper skill set and tools, resulting in the quickest match and an excellent experience for all partners involved.

Having a technician on-the-job without the proper equipment and expertise can damage the relationship between the customer and technician, and can lead to many inconveniences when chasing down the potential solution. Field service organizations can deploy the automated system for both short-term projects, as well as long-cycle projects, which requires a complex calculation and organization of specific resources over an extended period.

 

"Automated dispatch and scheduling projects enable the best possible utilisation of all available resources, resulting in simplifying the dispatching process..."

 

Automated dispatch and scheduling projects enable the best possible utilisation of all available resources, resulting in simplifying the dispatching process, increasing first-time fix rate, and elevating efficiency and productivity (which translates directly into a sizable return on investments).

By providing relevant details to technicians in the field, while they are in the middle of scheduling future appointments and managing various projects, field service organisations will notice smoother and swifter operations.

 

Flexible Mobility and Real-time Results

Customer satisfaction extends far beyond the purchase of machines and devices, as the increasing shift towards a mobile-enabled, connected world has conditioned end-users to expect delivery of products and services in realtime.

People do not have time to wait around for a technician set to arrive sometime within an 8-hour time-frame; with the help of up-to-date, automated status reports via mobile devices (including phones, tablets and more), customers are supported as conveniently as possible.

An automated system also benefits the technicians, as they can receive real-time information on their schedules, directly to their mobile device. If a colleague is unable to perform a project or task, the automated software dispatches the adequate person to the assignment and eliminates the tasks of heading to the back office to get assignments or manually checking the best route to appointments.

Before automation, administrative staff were dependent on a labour-intensive process and inefficient combination of spreadsheets and geographic expertise of schedulers to get engineers where and when they needed to go.

Automated dispatching and scheduling gets the right people to the right place, on time, and with the parts they need – and enables organizations to transmit critical information much faster and more efficiently than before.

This leads to improved field service operations on a local, national and international scale, which results in the ultimate goal: an enriched customer experience.

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Manuel Grenacher is CEO, Coresystems

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ServiceMax from GE Digital, a leading provider of field service software, today announced a major new release of Predix ServiceMax Field Service Management (FSM), a next-generation field service offering that brings new ways of working to all professionals in service delivery. Recognized as one of the most comprehensive and visionary FSM solutions, the newest ServiceMax offering gives service technicians greater autonomy, empowers dispatchers with more robust decision-making tools, and helps companies better plan and execute complex service projects.

“By delivering innovative field service solutions, our customers are able to achieve higher service efficiency and a better experience for their customers – while remaining competitive in an increasingly crowded market,” said Scott Berg, CEO, ServiceMax from GE Digital. “Responding to evolving customer needs and executing on our long-standing commitment to service innovation and thought leadership, we are excited to introduce our next-generation field service solution.”

Leading the market in customer response, ServiceMax FSM 18.3 addresses three key pillars in next-generation field service work, including technician autonomy, dispatcher empowerment and complex work execution.

 

Granting Technicians Greater Autonomy

Traditionally, technicians receive guidance from a central dispatch in a linear and prescriptive manner. As the face to customers, field service engineers need the flexibility to make decisions that best serve customer needs. Giving technicians and contractors the ability to make autonomous decisions on a mobile device without depending on the central dispatch supports more confident and effective execution of work – ultimately helping them be more responsive to customer needs.

ServiceMax FSM 18.3 is the company’s fourth-generation mobile application and the culmination of its history and experience in empowering and enabling service technicians. Today’s service operations rely increasingly on combinations of third-party and on-staff service teams, requiring a higher grade of usability, easy adoption and a variety of mobile devices. This new release represents a consumer-style field service mobile app running on the device of their choice.

 

Empowering the Dispatcher

Additionally, service organizations have evolved the role of service dispatchers. Most do not plan to replace their dispatchers with automated scheduling algorithms – but they do want to free them from the mundane task of day-to-day scheduling to focus on complex, strategic decision making. To support this, ServiceMax FSM 18.3 gives dispatchers tools to be more effective – with software serving up recommendations at every step.

Where dispatchers previously relied on their experience and intuition about how to deploy technicians, this FSM offering delivers a new user experience for the dispatchers and planners called Service Board. Featuring an intuitive UI and significant added functionality over the existing Dispatch Console, the Service Board adds new features that support more efficient planning, scheduling and dispatching. This solution gives dispatchers the flexibility to deal with escalations or problems, focusing on more sophisticated work where human decision making is required.

 

Addressing Complex Work

Not all types of service jobs are the same; they range from short duration and low complexity, such as cable TV installations in the consumer world, too much more complex and sophisticated service calls, as in the manufacturing and energy space. Major projects – overhauls, equipment decommissioning, installations and upgrades – can be highly complex. Additionally, industries such as power and utilities, aviation, and oil and gas must follow strict regulatory requirements. As service organizations look to expand their service offerings, they must be able to effectively manage service jobs that span multiple days, require multiple technicians, and even work done in multiple shifts. ServiceMax FSM 18.3 offers a new way of solving these challenges.

The new FSM solution helps service organizations scale this complex work, giving companies the ability to define standard or complex shift plans. This includes jobs with multiple technician skill sets, management of multiple resources, and situations when technicians must work on a job for days rather than hours. Additionally, FSM 18.3 can incorporate data from predictive maintenance software, such as GE Digital’s Predix Asset Performance Management, giving companies greater understanding of an equipment condition for highly complex assets.

“It is no longer working to just focus on ‘what’s wrong’ when delivering service in the field. Smart service organizations are working to focus on what RIGHT looks like for the customer, delivering reliable uptime rather than just fast response and resolution times” says Vele Galovski, VP of Field Services Research for the Technology Services Industry Association (TSIA). “To accomplish that, you need to really empower your employees with the right tools that help them get their jobs done. ServiceMax’s new capabilities capitalize on this trend, and it is great to see ServiceMax, now as part of GE, continue to focus on features that matter for our field service members.”

 

Availability

The new capabilities introduced in ServiceMax FSM 18.3 are currently available in beta. During this beta period, ServiceMax is working closely with select customers to refine use cases and the product experience, after which the features will become generally available in the first quarter of 2019. For more details about ServiceMax FSM 18.3, click here.

 

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Gilbarco Veeder-Root — the leading petrol forecourt equipment and services provider in the UK — has learned that route planning software really can work. Enter Fast Lean Smart (FLS) and its particular brand of automation.

Major petrol station brands, supermarket chains and independent dealers up and down the country rely on Gilbarco. By extension, so do millions of motorists. Gilbarco Veeder Root is charged with maintaining the equipment it provides by way of an extensive national network of field engineers. With so many forecourts to look after, Gilbarco Veeder Root’s operation has to be efficient and smart.

Until now, the smartest way of doing things has been manual. Gilbarco Veeder Root had tried automation years ago. It implemented a scheduling program that didn’t prove intelligent enough to plan routes that reflected the real-life business environment. Nor was it flexible enough to react to changes in that environment which include 2-hour responses.

It’s understandable, then, that when FLS approached Gilbarco with promises of radically improved scheduling efficiency through automation, David Cope — UK Operations Director for Gilbarco Veeder Root — was sceptical.

The main reason Gilbarco Veeder Root was willing to consider a change was because FLS lets prospective customers trial its software first. “We’d tried scheduling software before and it didn’t work, so I wasn’t sure how VISITOUR was going to benefit us,” says David. “However, FLS were keen for us to see that it worked in practice and come to our own conclusions before committing to a sale. We didn’t have that choice with the old system.”

David continues, “As a first step they offered to run a test using data from planned maintenance and customer callouts we had scheduled manually. We were expecting them to say that their software could schedule our callouts maybe 5-10% more efficiently. When they brought back a figure of 30-40%, it really was too compelling to ignore and we, therefore, agreed to proceed with a trial.”

Gilbarco Veeder Root trialled FLS VISITOUR and FLS MOBILE in live use for a chosen geographic area. FLS VISITOUR schedules callouts and plans optimised appointments and routes in real time, taking into account traffic-based driving times and the changing priorities of the business. FLS MOBILE provides comprehensive on-the-road support for field engineers and streamlines communication between them, the office and the customer.

David explains, “We were impressed with the results. FLS VISITOUR makes intelligent decisions based on what’s important to our business and can adapt quickly to changing circumstances in a way the old system couldn’t. FLS MOBILE is going to improve the service we provide, particularly to our independent dealers, who we’ve had trouble keeping in touch with because of the complexity involved. FLS MOBILE will keep them up to date by sending automated messages with our arrival times.”

Following the successful trial, an interface was required between FLS and Gilbarco Veeder Root’s service management system to prepare for rollout. Their system has limited integration support and FLS worked with the supplier’s developers to create an innovative solution. David adds, “We were determined to solve the interface because we knew the size of the prize. The one thing that stood out through the transition was that FLS were always on hand to assist us, FLS could stand for Fast Lean Smart or Friends Lending Support — both fit well for me. We are delighted with our choice of FLS and to have enabled the benefits of VISITOUR to be realised nationally.”

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Across the last few weeks, we've run a mini-series of excerpts of from the latest white paper from IFS we take a look at how communication is changing and technology is evolving.

In the first feature in the series, we looked at how when it comes to communications, Customers Want It Their Way . In the second instalment, we explored how Complexity Is a Distraction to Delivering your Target Customer Experience.

Now in the third and final excerpt in this series we discuss "How to Reverse the ‘It’s Getting More Complex and Expensive’ Trap" that so many field service companies can fall into...

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Are improving your communication channels a key issue for you?! The full white paper on this topic available to fieldservicenews.com subscribers. Click the button below to get fully up to speed!

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So far we have explored two points of view: the customer and the advisor. The customer’s adoption of technologies that enables an always connected, real-time responsive lifestyle has set an incredibly high bar for organisations to match. In particular, smartphones simplify the business of getting things done. An obsessive design focus on ‘one-click access has set expectations for simple, immediate engagement.

 

"Choice in communication channels is often offered in a fragmented way. Tactical procurement of ‘the next channel’ means they operate without the ability to orchestrate conversational continuity across channels and devices..."

 

However, organisations are yet to match this sophistication. Choice in communication channels is often offered in a fragmented way. Tactical procurement of ‘the next channel’ means they operate without the ability to orchestrate conversational continuity across channels and devices.

A similar fragmentation has also occurred with enterprise CRM deployments. These have an enduring reputation for being hard to deliver. Scaled down ambitions then tend to target a more pragmatic focus on the individual needs of functional teams. This makes personalised service a much more complex task for advisors who are still expected to be knowledgeable about any event across a customer’s lifecycle.

Organising customer data by functional priorities has meant CRM is failing to keep pace with expectations for informed, low effort customer service engagement. Operationally it is just too hard for advisors to locate and assess the context of a customer’s situation on the fly. Both customer and organisation suffer in terms of poor customer experience and ROI.

Instead, this is how customer data should be used.

At the point of initial customer contact, a rich mix of relevant data is used for automated decision making. The aim is to direct customers to their ‘best’ resource. In an omni-channel context, this could be live assistance, self-service or proactive service. The triggers for selecting the ‘best’ resource will depend on the demands of each customer journey and how each customer reacts during that journey.

As a rule of thumb:

• Repeatable customer needs at definable points of a journey can be anticipated and therefore offered as a proactive service.
• Whenever things typically become complex, emotional or require some form of relationship nurture, live assistance is best.
• Anything else is a candidate for 24x7, instant self-service.

As far as live assistance is concerned, the ‘best’ advisor experience is that data and workflow is proactively pushed to them at the right points during each customer journey. The function of an effective unified desktop is to make the complex look simple. As a result, advisors are less distracted and can remain in full rapport with each customer and their needs.

This simplification demands a single screen of information that will adapt as the conversation flows. What previously required toggling across multiple screens is now condensed into a single overview - with duplicated and inconsistent data entry a thing of the past.

Some of this design intent is achieved through visual layout: for instance just one inbox for all voice and text enquiries, one view of interaction and transaction history etc. All of which makes for the kind of intuitive user experience that advisors already expect from their mobile technologies.

However, there is also some clever stuff that happens before any customer information is brought to the advisor’s attention. In the design quest of presenting only the most simple and relevant view, an advanced unified desktop will combine many data sources into a single stream.

As previously mentioned, holistic customer insight is seldom held in one system of record or offered by a functional view. And hard-won experience tells us that the ‘rip and replace’ strategy of turning many legacy systems into a single consolidated version seldom works out as planned.

 

"Modern ‘digital glue’ such as data aggregation models and APIs can ‘mashup’ multiple data sources and present the advisor with everything they need..."

 

Instead, there are less risky ways of achieving the same goal. Modern ‘digital glue’ such as data aggregation models and APIs can ‘mashup’ multiple data sources and present the advisor with everything they need.

Sometimes an even greater focus is needed around how customer information is organised and displayed. What about those instances when first-time resolution does not happen within a single session? Maybe the process that supports a customer journey inevitably takes time, such as making an application or a claim or trying to recover lost property. Maybe the customer or organisation has to find more information or do something else to reach a decision. All of which takes more time.

This is where case management comes into its own. It draws boundaries around this type of customer situation and attributes the relevant data, interactions, transactions and workflow for easy ongoing reference. This is especially important when there are multiple points of customer contact, which are progressed by different employees, who need to easily reference previous steps in the customer journey without expecting customers to provide the narrative.

This form of grouping is enabled by one of the defining functions of an omni-channel framework. So-called ‘universal queuing’ will organise all voice, text and workflow items into a single management system instead of treating them as separate queues. As a result, integrated views of activities over time are automatically generated and presented to the advisor, saving time and effort for all concerned. This ability is however untypical in a CRM centric approach.

 

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Want to know more? The full white paper on this topic available to fieldservicenews.com subscribers. Click the button below to get fully up to speed!

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