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Tesseract is helping British Gas expand and diversify by optimising service management at its renewable energy division, British Gas Heat Networks.

Tesseract is helping British Gas to increase the volume of its work and expand its offerings by optimising the service management operation at British Gas Heat Networks (BGHN), a growing division of the company specialising in renewable energy sources and cutting edge new methods.

BGHN began its life as Econergy, designing and supplying biomass heating solutions. Biomass systems – a carbon-neutral solution to the world’s ever-dwindling supply of fossil fuels – rely on heat generated from burning quick-growing, renewable wood instead of gas. British Gas purchased Econergy in order to diversify, to offer customers a wider choice of energy options, and to explore more renewable energy sources and environmentally friendly heating solutions.

Biomass heating solutions continue to be the primary focus of the division, which was renamed British Gas Heat Networks in December 2014. Biomass boilers are provided to anyone who wants them, including private residences, council offices, care homes, schools, rural estates and commercial premises. BGHN offers a complete solution, from initial consultation and project development to design and installation to operation and maintenance, courtesy of long-term heat supply and energy management contracts.

But where does Tesseract come in? Essentially Tesseract looks after the service and maintenance side of things. Following installation, BGHN relies on in-house engineers and a variety of subcontractors to maintain the installations at its clients’ premises. Tesseract’s Service Centre 5 (SC5) is used to manage these engineers and subcontractors, looking after both planned and reactive maintenance at customer sites.

Before the implementation of Tesseract’s service management software, BGHN relied on a predominantly manual, paper-based process to deal with planned and reactive maintenance tasks, plus a modicum of software. Most of the work was scheduled using Excel spreadsheets. Nothing was live, instant or particularly visible.

“We were growing, so we decided we needed better software,” says Kim Dornan, Customer Service Manager of BGHN. “Our old paper-based system had become unmanageable, and we decided we needed to implement a service management software package like Tesseract’s, in order to expand further.”

 

In October 2013, BGHN implemented Tesseract’s full SC5 package, utilising the full range of functions, including remote engineer access, stock control, parts centre and reporting. Now, staff at BGHN do not have to look at spreadsheets to determine what planned maintenance tasks are coming up, or use spreadsheets to log new reactive tasks.

“When we load a contract onto the Tesseract system, Tesseract now tells us what needs to be done and when,” says Dornan. “Before, we would have to enter details onto a spreadsheet and keep looking at it to know what work was coming up.”

Tesseract’s browser-based software can be accessed on all internet-capable devices. Thanks to Tesseract’s Remote Engineer Access (REA), which completely streamlines field service management, BGHN’s engineers can now log in remotely to the Tesseract system from their smart phones, laptops or tablets. They are able to view calls for dispatch, raise parts requests, look at the call history of a site, close down jobs, generate reports and raise same-day invoices. All of the data they input is live and fed back to the office instantly, allowing for much better visibility. REA also has handy offline capability; data can still be entered even if the internet signal is lost, and will be transmitted to BGHN as soon as the signal is restored.

Thanks to Tesseract’s software, a whole labour-intensive, paper-heavy process has been eliminated from BGHN’s operations. As a result, BGHN has been able to increase the volume and multifariousness of its work.

“Tesseract has enabled us to take on more work, and expand the range of services we offer,” says Dornan. “We now employ more in-house engineers and look after more clients. And while our specialism is biomass, we have a number of subcontractors we use for specialist gas work and working with different heat pumps. It means we can offer a more expansive and varied service.”

 

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When business growth meant ENWA Water Technology UK had outgrown its existing service management software software,  it turned to Tesseract to chart a new course. 

ENWA Water Technology UK (EWT UK) specialises in water treatment systems for heating, cooling and process water applications, are charting a new course with Tesseract’s service management software.

The company distributes and services all kinds of water treatment technologies within the UK, with clients ranging from Heathrow Airport to Great Ormond Street Hospital to Imperial College London.  The company established a marine department in 2011,  supplying water treatment solutions to large oil tankers, rigs and offshore storage and production platform, and has grown significantly over the last five years.

This growth brought challenges for the service management software package that EWT UK already had in place. They realised they needed a more efficient, streamlined system in order to be as productive and profitable as possible. “Our previous software didn’t fail; we just outgrew it,” says Glenn Simpson, Manager of EWT UK. “We decided to look for the right software to enable us to move forward and grow, and that’s how we found Tesseract.”

A high degree of organisational efficiency in the servicing department was a particular need. For that reason, the ability to integrate Tesseract’s user-friendly Remote Engineer Access solution with EWT UK’s existing systems was essential. The flexible software is also capable of being integrated with the company's Sage accounting software, another important advantage that drew the company to Tesseract.

“Tesseract came in and demonstrated that, essentially, their software has just what we require,” says Simpson. “Actually they came in twice, which was good because it takes time to get your head round these sorts of things. We’re looking forward to a very rewarding partnership.”

 

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Replacing a manual paper-based job scheduling system with JobWatch software from BigChange Apps, has enabled Sheffield based DP Doors to achieve greater productivity across its 23 strong mobile team. Revenue is up 25%, there is a doubling of first-time fix rates, fuel savings of £5,000 and a 15% reduction in adminstration. 

DP Doors is an industrial door specialist. It  manufactures, install, maintains and repairs fire doors, roller shutters, steel security doors, PVC strip curtains and crash doors. The family run business employs 42 employees, including 23 field based engineers, serving a nationwide blue-chip customer base. Projects come in all shapes and sizes, including huge doors that are 14m high and 6m wide.

The company prides itself on delivering the highest levels of service and response. Industrial doors are mission critical for customers including food companies who need to separate frozen and chilled areas and maintain the integrity, safety and security of their products.

DP doors were looking for a mobile workforce system to address two key issues within their operation. One was to achieve higher first-time-fix rates. Secondly the business wanted to eradicate the excess paperwork that was hindering productivity.

The company chose JobWatch from Big Change, after careful comparison against two other solutions. “We chose JobWatch as the team at BigChange really understood our business. They had something out-of-the-box that really fitted with our requirements. Plus the overall system offers great value - combining mobile, back office and real-time workforce tracking,” said Managing Director, Alan Bolsover.

Paper work reduction

The company used to take several sheets of paper to every single job (a method statement, risk assessment, vehicle check and job card). In addition drivers had to visit the office to collect job information, adding extra travel time to each day. JobWatch has simplified the workflow, replacing paper job cards with electronic worksheets on rugged mobile tablet. Engineers can access job information instantly wherever they are and travel from home straight to the first job of the day.

 

“At times we were were overwhelmed with paperwork and the manual admin that goes with it. It’s time that we could be spending selling, marketing and developing the business. Admin isn’t adding value,”  pointed out Bolsover.

Smarter scheduling

Smarter scheduling has eased the challenge of planning work for the 23 engineers to locations nationwide. It’s maximising billable time, avoiding unnecessary travel and making the back-office team far more productive. Real-time visibility is avoiding multiple calls to the mobile team to check on status or location.

JobWatch is also helping DP Doors with Health & Safety compliance - an area that’s crucial in this industry and at the top of the agenda for blue-chip clients. Engineers were failing to complete or return their daily driver checks to the office. The JobWatch mobile app now makes it easy for drivers to do their checks at the beginning of each day - and the app won’t let them start work without it. Faults or defects can be logged instantly, ensuring that the maintenance manager is alerted to manage them to resolution. In addition JobWatch is ensuring that risk assessments and method statements are just a click away on the mobile tablet.

Integrated invoicing

Integrated invoicing is invaluable, says Bolsover. It enables jobs to be invoiced as soon as they are completed. Engineers can capture photos on-site for proof-of-service and can be shared with customers.

“We were waiting days for job cards to come back. If a job was on a Monday, we wouldn’t get the paperwork back till Friday. This could have a real knock-on effect on cashflow. With JobWatch we don’t have to wait for anything to be returned to the office - there are no documents that could get lost. Plus we’re able to bill accurately for time spent on site. We’re also looking to start using JobWatch for our invoicing too.”

Finally, JobWatch is helping DP doors to reduce their fuel use, one of the highest costs incurred across the entire business. Drivers are receiving a tailored de-brief at the end of each working day, with friendly encouragement towards safe and responsible behaviours. Line managers can see which drivers are achieving the best MPG and can reward the team accordingly.

 

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As we continue our exclusive serialisation of Advanced Field Service’s excellent Service Manager Handbook 2015/16 edition we turn our attention to agile resource scheduling…

You are also able to download the full 40 page ebook for free by simply clicking here and completing the brief registration form

It’s simple to manage a relatively small team of engineers with a limited number of jobs. But as your business grows, so do the scale and complexity of your resources.

However, the challenge of getting the properly skilled technician to the job with the minimum of fuss and overheads is not insurmountable. So when scheduling your field resources, how can you get it right?

Optimise travel times

Typically, around half of engineers’ time is spent (i.e. lost) in travelling to the customer’s site. Escalating fuel costs mean that long journeys also eat into your profit margins.

Clearly, optimising travel times has never been more important.

When new calls come in, you need to know your engineers’ present and future locations. Modern GPS navigation, route planning software and mapping tools have changed the rules for engineer allocation, helping your engineers reach customers via the quickest and/or shortest route. Don’t assume the usual route is the best one. Stay alert to incidents and planned roadworks that are causing hold-ups.

Your scheduling system should reduce planning time by suggesting and prioritising slots in the vicinity of the engineer’s base location and/or existing call locations, as well as finding the best slot for the job in line with SLA commitments.

Track your field team

Can you see at a glance which engineers are in the area and who is best placed to answer a new call or respond to an emergency? If, for any reason, an engineer cannot gain access to a customer’s site, is there another call locally that they can be redirected to?

Knowing your engineers’ whereabouts will help you react with agility and re-plan rapidly. You’ll also be able to monitor how long they’re spending on any particular job and check whether other work needs to be urgently re-planned.

Over time, having this data will help build a record of engineers’ actual and reported locations, highlighting any anomalies that need addressing.

Combine breakdown service with planned maintenance

Do you know which customers have routine service checks falling due? Is an engineer already scheduled to attend the customer or working with another customer nearby?

Being proactive in scheduling routine maintenance jobs will free your team to handle unexpected events.

Your systems should give you the flexibility to generate service jobs when you want to and to prompt operators with information about these jobs at the appropriate time.

Hit the ground running and increase first-time fix rates

You should have the systems in place to quickly identify who has the skills and availability to take a call. Provide them with everything they need to know to get in quickly, do the job, close down and exit, including call history and technical information. Enable them to do this via their mobile device, rather than having to carry around boxes of manuals.

Needless to say, your engineers require ready access to spares and parts. Can you track your inventory so that parts can be sourced quickly – from another engineer in the vicinity, the depot or a supplier? Give your engineers the power to search for and order spares via their mobile device.

This can also assist in reducing the costs of carrying inventory on the van ‘just in case’, which ties up your capital unnecessarily.

Plan non-billable activities

Time has to be allowed, planned and incorporated into the overall scheduling process for non-job related activities such as holidays and training. You need to be able to see at a glance any potential clashes: will approving a particular holiday request make it impossible to deliver certain jobs on time? Or can delivery be achieved only by the over-utilisation of the engineer prior to or immediately after their holiday?

And what contingency plans do you have for unplanned absence or adverse weather that may prevent engineers coming into work?

Review demand against resources

Integrated planning can help manage the tricky juggling act of satisfying the customer by responding within a reasonable timeframe and keeping engineers’ and back-office staff’s workloads within acceptable limits.

Your scheduling systems should prove invaluable in managing the complexity of resourcing across all jobs and provide a holistic view over the resourcing commitments across the business, so you can see at a glance the forecasted demand on your staff and their availability to take on new work.

By being able to visualise the impact of resourcing staff into new jobs and contracts, you can assign priorities and create realistic schedules. If necessary, reschedule or reassign existing work to another engineer with the skills to complete the job. Your system should hold details of engineers’ skills and certifications.

Download the full 40 page ebook for free by simply clicking here and completing the brief registration form

 

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In Part One of this interview in our Industry Leaders series, John Cooper, Head of IT and Workflow Solutions in Sony’s Professional Solutions unit in Europe explained why he and his colleagues needed to revisit their existing service infrastructure and replace a 15-year-old legacy system with something better suited to the growing complexity of their service organisation.

In Part 2, he talks to FSN's Kris Oldand about how he and his team reviewed both off-the-shelf systems and customised solutions to determine which was fit-for-purpose, their reasons for making the choice they did and the impact on the service operation.

“We had a remedy based solution that actually had its routes dating back almost 15 years believe it or not,” Cooper begins. “It was initially designed for specific service offerings we had which were very much one-to-one. One customer , one product. So a kind of classic repair-related issue. They’d call the help desk, raise a remedy ticket, we’d determine if a repair was required, we’d pull the units back and we’d issue replacements;  a nice simple system.”

“Of course now we are in a situation where we have technology that sits across multiple partners of Sony, plus hardware and software vendors,  and we look after it all. It may be multi-site, it may even have multiple SLAs within contracts.” Cooper explains.

So despite having updated and improved their existing system across the years, its core purpose was as a backend system, and it lacked the reporting functionality and dashboards that it was becoming more and more apparent Cooper and his team required.  “We got to the point that we realised the bits that really mattered to our customers were the bits that we were finding it hardest to do.”

 

As the need for a more modern service management system became apparent Cooper and his colleagues had some clear expectations of what they wanted. “We thought about this issue of the ecosystem and how do we get everybody involved. Pretty quickly we came to the decision that what we needed to do was get something that sat within the Salesforce world; our sales and marketing organisation use Salesforce - it’s a standard platform in Sony,” he explains

Bespoke or fit-for-purpose?

However the next decision was whether to opt for a ‘fit-for-purpose’ solution or create something bespoke. Something Cooper clearly gave great consideration to:   “We had two other big choices – do we bespoke something or do we look for something that is fit for purpose,” he begins.  "In the past I didn’t see much in ‘fit-for-purpose’ solutions that I felt actually really understood something as complex as what we wanted to do. At the same time I was very wary about bespoking because it gets you a solution for today and,  if you're clever,  maybe for the next two or three years. I didn’t want my team to be thinking what to do next about IT, I wanted them to be thinking about making the customers happy."

 

“So we looked around and we found ServiceMax amongst a number of systems that we had already looked at. I just thought: this is a system that has really been thought through by service professionals, people who really understand what happens. It’s not just a standard set of processes.”

“Despite it being an off the shelf package there is such as degree of configurability that you can work how you want to work. There is such a good degree of best practice built in it pushes you down a path of best practice and I’m a big fan of that.”

 Dual benefits

Of course there are numerous benefits to a next generation service management system such as ServiceMax, including easy Salesforce integration, breaking down many of the data silos that can exist within an organisation.

And perhaps the most important of these is the ease of access to reporting which Sony had found lacking in their previous solution.  This is of course indicative of how business is done today and a common expectation of Sony’s customers, so it was a key necessity for Sony when implementing their new system.

However, given the changing nature of Sony’s business with both a shift towards a more service-orientated business structure and also, through the use of remote diagnostics tools, a move towards a much more proactive and preventative service offering, such reporting tools also provide an important second function  - namely,  being able to report on all of the service value Sony are delivering that may otherwise potentially not get noticed or acknowledged.

“Sometimes we can have a conversation with customers and they’ll say well we’re not really aware of you doing that much for us.” Cooper explains.  “And that’s a facet of us keeping processes and systems nice and clean in such a way that systems continue to run. So the desire for us to want to demonstrate all the good stuff we’ve done is really strong.”

 

“The flip side of course is that no service organisation is perfect and sometimes when things go wrong the first person that hears about it is someone senior on the customer’s side and then the second person that hears about it is the account manager.  So if you’re not careful the only time people hear about service is when there is bad news and the reality is that 99% of the stuff is going wonderfully but there is not any awareness of this.”

In fact Cooper believes such easy access to reports and dashboards, is as powerful tool for his account managers as it is for his service managers.  “One of the other drivers for us in this quest for the right sort of system was something that keeps the whole ecosystem aware of what’s going on and what we are doing for the end customer.”

“We have this dream of the account managers turning up at customer sites and being completely clued in with all the stuff that’s happened in a nice simple to understand graphical way. So they don’t need to get into technical complexity but they know what we’ve done for the customers, they know of any live issues and they’re not going to get ambushed with you’ve got this problem or that problem.”

And Cooper sees this as perhaps one of the biggest changes in service today.  “That sort of thinking wasn’t there many years ago in our industry but now it’s becoming imperative, ” he asserts.  “Our feeling is that that service will really help us differentiate ourselves with our customers. Our goal at the end of the day is we want customers to come back to us and keep renewing service contracts and then when their technology gets to the point where there is something better for them out there they come back and buy from Sony.”

 

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The emergence of TomTom Telematics as a true platform-as-a-service provider is big news for field service companies.  In Part Two of our report from the company's Developers Conference, we ask whether it means evolution or revolution for the telematics sector in general.

In Part One of this report from TomTom Telematics' Developers Conference, we heard how the combination of open-architecture hardware and the launch of the its App Store is transforming the telematics giant into a true Platform-as-a-Service provider and one-stop shop for mobile workforce management

Here, we take a deeper look at the potential impact the development could have on the telematics market. Indeed, in the excitement of the day there was talk of revolution as well as evolution. Would TomTom becoming an all encompassing platform for telematics, change the way we build our telematics solutions in the not too distant future? What will be its role in the emergence of the connected vehicle?

“We want to make it as easy as iTunes or the Salesforce app exchange” claimed George De Boer, International Alliance Manager at TomTom Telematics. “You just go to your appstore, you download your software and you install it”

“As easy as consumers are finding it to install an app we want to make telematics as easy for them as well” he added.

Indeed, it is an interesting and attractive proposition: one that could mean each company could essentially cherry pick the right apps that are best suited to their organisation and then build a bespoke telematics solution that meets their exact requirements.

App partners

One of the developers that has opted to build an app for the TomTom platform is Magenta Technologies, whose Maxoptra tool provides companies with a dynamic scheduling engine, a key tool for many large field service companies. Alexei Badjanov, Head of Development for Magenta believes this new approach to building a telematics solution is absolutley the future.

“The platform is the key” Badjanov comments “There is a wide number of telematics providers in the world but the one that has the most applications will be the leader”

Indeed this is very true; in one sense TomTom have not broken new ground. Other telematics providers such as Telogis and Trimble have both developed something akin to a telematics based platform some time ago,. However, unlike TomTom, they opted to focus more on developing their own apps within an ecosystem as opposed to the open architecture approach taken by the Dutch firm.

Of course whilst TomTom’s move to position themselves as a central hub upon which to build a telematics solution is both a clever and forward looking one, there is a strong argument that it was forced upon them, as with the onset of the connected vehicle they faced a choice of evolve or die.

However, where as the imminent arrival of connected vehicles would once have possibly meant ringing the death bells for TomTom, now the connected vehicle brings with it opportunity for both the telematics provider and their field service customers alike.

The connected vehicle

At a telematics conference the connected vehicle was bound to be a key topic that dominated conversations throughout the day, with the consensus being that the connected vehicle has finally made the transition from exciting potential to tangible reality.

“It’s already happening, It’s already here” commented Taco van der Leij, Global VP of Marketing for TomTom Telematics.

But just what does the connected vehicle actually mean to field service companies? Is it not just a case of the same telematics, just now being fitted as standard by the vehicle OEMs? In fact Van der Leij thinks the impact of the connected fleet will be far wider. “What you will see is the number of applications in this industry will multiply, so you will get much bigger scope and different possibilities for field service companies to actually enhance their business.”

“Basically what you see with a normal business environment in the office, Cloud solutions are already there, driving more and more applications. With all commercial vehicles being connected we will see the same happening for mobile workers also”

De Boer also echoed his colleagues sentiments when the conversation turned to the connected car.

“I’m seeing even more possibilities” he says as we discuss some of the obvious benefits to workflows when having seamless connectivity between the vehicle and the office.

“The service engineer that goes to his customer and uses some of the spare parts in his van for example. If he uses the connection of a barcode scanner and our link.connect API, he can scan the spare parts and the warehouse can start preparing the box that he needs to have for the next day.” He explains before concluding “The connected vehicle is really all about further optimising the business process”

In fact this final summation acts well as headline for what the TomTom Developers Conference was all about: further optimising the business process.

But beyond that, it was a day when we saw TomTom evolve from a pure play telematics provider to fully fledged telematics platform and if the connected vehicle is going to change everything in the telematics industry, TomTom Telematics look set to be right there at the heart of the community continuing to drive change and innovation.

 

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For some time, it seems everywhere you look, companies in or close to the field service software sector are on the acquisition trail. Microsoft's acquisition of field service software company Field One in June was followed in July by the sale of ClickSoftware Technologies to a private investment group, preceded by Oracle’s acquisition of TOA in 2014.

Why the scramble to acquire field service expertise? Well, there seem to be a number of drivers for this round of vendor consolidation, including a seismic shift in the corporate mindset that is seeing service operations transformed from cost centres where the focus is on greater internal efficiencies to one where the KPIs are all about delivering top-in-class customer experience to grow recurring revenue streams. Field service is no longer a silo, but an important cog in the growth of next-generation customer-focused business processes.

Another driver is the relentless advance of cloud computing and cloud platforms for both traditional business activities and mobile operations. The cloud is a great enabler of real-time communications with field workers. Currently, acceptance may be more advanced in North America, but European service organisations are catching up. Service, after all, is now a global business, and Cloud platforms can deliver much of the technology required to lift customer service to that higher level.

Finally, as their existing customer base matures, the large ERP vendors are seeking new revenue opportunities. “Larger ERP vendors are waking up to the vast potential of the global field service market. There are over 20 million field engineers deployed worldwide - that's a significant market opportunity,” points out Neil Lewis, EMEA Sales Consulting Director, ServiceMax.

 

Lewis likens consolidation in the field service marketplace to a few years ago when ERP vendors acquired companies with expertise in marketing and social media. "Now they are looking for companies with expertise in field service.”

For Rue Dilhe, Managing Director of Exel Computer Systems, consolidation in field service is inevitable. “There are restricted  opportunities for the large ERP vendors to sell new systems in manufacturing. The maturing market has already led to consolidation among ERP vendors. Those that are left are now looking at integrating field service into their systems, a process Exel's development team achieved back in 2008. ”

Neither of these field service specialists view the entry of the large ERP vendors into field service as a threat, more of a recognition that the sector is both maturing and set for a period of high growth. Both are also confident that their experience and understanding of service organisations' processes and requirements and ability to offer end-to-end solutions is what matters to their customers.

Integration issues

For service operations to be a revenue earner requires easy integration between systems, points out Dilhe. “Having been in business for 30 years, first in ERP then in field service, at Exel we know how important integration of processes and the latest technology is if our customers are going to deliver the best possible service to their customers.”

Companies which have a manufacturing division and a service arm want them to work together in future, acknowledges Dilhe. “However, while the need for removal of data silos and real-time connection with field workers are driving demand for greater integration between ERP and field service systems, it is not necessarily as straightforward as might first appear for those vendors looking to integrate products through consolidation."

For Exel, ERP and field service can be provided as a truly "fully integrated" single solution as both have been developed together in-house," he points out. "Those looking to integrated two previously disparate solutions will certainly have their work cut out for them. It’s one reason some companies have run field service software outside of their ERP system, he points out. “Updating and integrating field service software into ERP may not be easy, and implementing on-premise ERP into a mobile field service environment can also be a fraught process. You have to a clear understanding of processes, data flows and so on.”

While large ERP vendors do have some mobility solutions, they may not have a solution that meets the demands of field service organisations or one that can be deployed on a global scale,” says Lewis. “Some will build mobility platforms on ERP software. However this may not deliver the end-to-end solution offered by vendors such as ServiceMax, a pure play company focused on cloud-based, end-to-end field service management solutions since 2007."

 

"Large vendors have to manage multiple products and technical stacks,” points out Lewis, which may make them slower to respond to changing customer requirements, new technical developments and changing business landscapes and demands.

What next

The latest consolidation is the acquisition by Microsoft of FieldOne. Some field service companies will already be familiar with Microsoft Dynamics CRM, but until now it has had little integrated field service support: software has had to be acquired from a Microsoft software partner, one of which was Field One.

Analysts at Gartner believe the deal as a shrewd acquisition choice, and will add add a strong set of integrated field service capabilities to Dynamics CRM, including work order management, scheduling and contract management. FieldOne’s Sky solution is already built on the Dynamics platform, it points out, easing potential integration issues.

Concerns flagged up by Gartner include whether Microsoft will continue to support multiple device OS including Android and iOS and potential channel conflict with independent field service software vendors who are already in the Microsoft ecosystem.

For Oracle, the appeal of its acquisition of TOA Technologies, the US-based provider of cloud-based field service solutions, would seem to be that it  expands the ability to provide end-to-end customer service solutions into field service operations, providing visibility throughout the customer relationship lifecycle. TOA's field service suite has been incorporated in the Oracle’s Service Cloud online platform.

The future for ClickSoftware  is also seen as part of a larger business suite, following  its acquisition by Francisco Partners Management in July when it became a private company. Gartner believes that once is cloud platform is fully developed, ClickSoftware will be sold on  to a company with a business application suite with weaknesses in field service management.  "The business application suite vendor that ends up without a leading field service optimization capability will be the eventual loser in this scenario, as it will need to buy a second-tier product or develop its own."

 

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Microsoft’s acquisition of FieldOne recently caught the headlines but other additions to the software giant’s portfolio could suggest that the plans for field service may not end there...

Microsoft has reached an agreement to acquire FieldOne Systems LLC (“FieldOne”), a provider of field service management solutions that allow organisations to better manage and deliver service to their customers in the field.

“In today’s connected world, people expect to engage and be engaged by organizations in new ways, in ways that are most convenient for them” commented Bob Stutz - Corporate Vice President, Microsoft Dynamics CRM on the official Microsoft Blog when announcing the acquisition.

“To help businesses respond to these changing expectations, we are committed to providing the most comprehensive customer service offering, and this includes the best field service capabilities.” He added

Stutz went on to comment “Field service management is a specific but critically important area of customer service, providing companies with the ability to deliver end-to-end field service.”

“This is a unique, and transformational point in time for these solutions as enterprises look to improve their responsiveness to customers with service in the field – taking service directly to the customer anytime a service cannot be managed by phone or other channels.”

 

“In this critical area, FieldOne really stands out. They have the baseline functionality that organizations need to drive a more effective field service operation.”

“They are a leading provider of end-to-end solutions that enable businesses to drive revenue, reduce costs and deliver great customer service. Their industry-leading solution specialises in delivering a full set of capabilities that include work order management, automated scheduling, asset contract, inventory and procurement management, workflow capabilities and mobile collaboration – providing enterprises with a comprehensive modern field service solution.”

In an announcement on the same day on their own blog FieldOne CEO Ilan Slasky stated “For FieldOne, having the breadth of the Microsoft sales and marketing organisation, and leveraging their product development group to augment our R&D efforts was instantly attractive.”

“Our ability to aggressively grow our business across the enterprise is much, much stronger partnered with Microsoft and they have identified field service management software as an enormous and rapidly growing market. For Microsoft, the opportunity to bring a fully integrated field service solution into the Microsoft Dynamics group, pairing it with the powerful capability of applications like Azure, Parature, Cortana Analytics and Power BI, led to a natural conclusion that it made perfect sense to acquire FieldOne.”

Indeed it seems as though Microsoft have certainly placed field service high on their agenda in the enterprise realm, having also announced a significant partnership with IFS in May this year.

 

In addition to this Microsoft have also made some acute acquisitions in the mobile productivity space this year acquiring calender app Sunrise, email app Acompli and most recently task manager app Wunderlist, with all three being cross platform tools that work across both IoS and Android.

With Acompli already being re-branded as Outlook and further integration across the three surely to follow it seems that Microsoft have quietly gone out and bought an excellent suite of mobile productivity tools that can help them establish a much broader stake of the growing enterprise mobility sector.

Whether or not these tools will also be integrated with Dynamics CRM and FieldOne remains to be seen, but they would certainly add further strength to an end-to-end a Microsoft field service offering.

 

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In this the second instalment of our on going series looking at some of the key insight delivered in Advanced Field Service’s Management Handbook 2016 we take a look at one of the most important areas of any field service operation… scheduling.  

You are also able to download the full 40 page ebook for free by simply clicking here and completing the brief registration form

Scheduling your field engineers is undoubtedly one of a service managers core key performance indicators (KPIs), central to business profitability, and a key target on which you and your staff are measured.

Get it right and you increase the chances of business success. Get it wrong and the consequences can be disastrous, with resources overstretched or your engineers and technicians ‘sitting on the bench’ waiting for the call. There are multiple factors to consider when getting the right scheduling solution for your organisation, such as...

What type of call are you doing?

Is your engineer being sent out as an urgent response to fix a breakdown in an emergency or are they preforming routine planned maintenance? And what type of service do your engineers deliver when they are on site? Is it your strategy to just fix the immediate problem before moving swiftly onto the next customer, trying to get as many jobs in per day as possible?

Or does your company take the viewpoint that a more sensible approach is to have your engineers go above and beyond when on site, so your engineer will take their time to make sure all potential problems are addressed in order to reduce the chances of another call-out in the near future? Finally what about your business model? Do you work on a pay per call basis or does the customer have a warranty, a service contract or a rental agreement?

What is your routing allocation model?

How can you ensure engineer days are utilised with maximum efficiency? Do you split your engineers into specific geographic regions? What about routing and tracking tools to help your engineers get from one job to the next? And what type of scheduling tools are you using – dynamic, assisted, none at all? Is this right for your business or should you be exploring scheduling options in greater detail?

Can you categorise the calls you do to plan the day effectively?

How do you optimise the number of calls per day your team is able to handle effectively? Also how do you balance the workload amongst your engineers? What considerations do you put in place to ensure you are getting this balance right? How should you be dividing your teams into large site service jobs? Is it better to concentrate on multi-location quick fixes or is a mix and match approach a better fit with your company and your team?

What about where in the week you try to place your planned maintenance work? Is it better to show a bias towards the latter half of the week to free up capacity for a start of week breakdown rush or is it more sensible to have an even spread across the week so you don’t face the possibility of preventative maintenance being continuously pushed back to accommodate emergency calls?

What is your skills/parts allocation model?

Of course it’s not just a case of getting an engineer to the job, we need to be getting the right engineer to the job. How easy is it for your team to dispatch jobs based on the engineers skill-set and knowledge base? Of course this is a two way street – do you know what skills each job requires and do you know what engineers have what skills?

How easy is it to access that information? Do you have systems in place to manage this or does your call centre team have to know all about your products and your engineers’ individual capabilities? What about building your engineers skill sets up - can you train all your engineers to do everything, and then keep them up to date? Is it plausible to do so? Or would it be more sensible to have area experts, specialists in certain maintenance and repairs? Is there a risk of over-utilising sought after individuals if you take this approach?

Do you understand the site access profile?

Finally what about the access your field service engineers will have to your customer’s site? Are the customers’ premises  open on a 24/7 basis, 9 to 5 or appointment only? Again are you relying on staff knowledge to ensure you don’t dispatch a field service engineer out to the job when he can’t get access or do you have automated systems in place to help avoid this?

All of these questions are key to helping you build up an understanding both of how your business is currently approaching scheduling and what changes you can make to get things running ever smoother…

Download the full 40 page ebook The Service Management Handbook 2016 no by clicking this link and completing the brief form.

 

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