ARCHIVE FOR THE ‘white-papers-ebooks’ CATEGORY

We end our exclusive series on Change Management with a look at the final stage of Sharon Moura’s five step approach to change management leading through the adoption cycle…

Across this six part series we have looked at change management in depth, beginning with a look at the key principals of change management, before looking in detail at how Sharon Moura, VP of IT Transformation and Strategy with Tyco approached the change management process when implementing ServiceMax’s field service management system.

In doing so Moura applied five key steps which we have looked at in depth in this series. These were “assessing the change”, “engaging the head and the heart”, “creating a change agent network”, “leading through resistance” and here we look at the last of these steps “leading through the adoption cycle”

There is also a white paper that accompanies this series which you can access by clicking here

Looking at the adoption lifecycle Moura identifies four key segments that we should be aware of as the full adoption cycle of our change management program is completed.

These are:

• Early Adopters
• Majority
• Laggards
• Naysayers

Lets have a look at each of these in a little more detail.

Early Adopters

Moura is a clear believer in the power of utilising a core peer group of field engineers as early adopters when deploying technology as it offers a great opportunity to further improve adoption further down the line too.

“If there is any opportunity to bring early adopters in using the technology or even if it is just getting them in and seeing it you should do so” she explains “They can share their excitement at the deployment out amongst their peers”

Indeed early adopters are likely to give your change management program that ‘buzz’ amongst the staff that will see you move rapidly along the adoption lifecycle.

As Moura comments “What we can do here is we can highlight what the adoption will get them. The “what’s in it for me” and we can communicate the rationalisation of the change, “the why” and then we can build on the excitement generated by the change”

“Its great to have early adopters they’ll really help you gain momentum and quickly move to the next step of the adoption lifecycle.”

Majority

The next step is to get the majority of our workforce adopted. Now this isn’t as simple as switching their old systems off and their new systems on, which is a dangerous oversight to make and why many change management projects are either long, arduous processes or ultimately just fail.

If your staff are struggling to use your new solution then it will not be long before they are finding work-rounds. Before you know it spread sheets and post it notes are being used and your new system has become a burden on your field engineers when you it was supposed to improve efficiency.

 

Remember that your workers are generally focussed on doing their job and doing it well – this is why you employ them, so it’s not a case of them deliberately not using the new system for any other reason than they do not understand how to use it as part of their workflow.

To avoid this is therefore important that support continues throughout the adoption lifecycle. It is absolutely crucial that you are constantly reinforcing the benefits of the new system and perhaps one of the best ways of doing this is to highlight every win that comes as a result of the new solution.

Moura comments “Communicate the early adopter stories to the majority. Who’s using the system, what type of insight did they gain, where they able to do something faster? Keep a customer happier?”

Another tip Moura suggests is to ask each of the early adopters to tell at least two of their peers about the new system. “Get them to tell them what they learnt, what you know and your excitement around this initiative. That will help you to get the majority of employees adopting the new solution”

Laggards

It’s just a fact of life that some people will only make a switch at the very end of the cycle. Whether they don’t feel they have the time to pay attention to the switch or whether it’s just that they are reliant on seeing demonstrable benefit before they can commit to change it is certain there will be some laggards in your change management program, regardless of the change.

However, for your change management program to be successfully completed to achieve its maximum effect then you must give this group close attention.

 

“This is really where managers need to be front and centre going one on one with these empoyees” comments Moura

“It’s also a great opportunity for some of the early adopters to act as peer coaches. Assign a coach to these groups of laggards either one on one or in small groups to help them through the change” she added.

It’s also important to continue the work you began in the previous stage in the adoption lifecycle (Majority) in championing ach and every win and to remember to continue using multiple channels, whether it be company memo, social media or coffee room notice boards.

Nay Sayers

And finally we come to the last category in the adoption lifecycle, the Nay Sayers. These are those that just won’t be swayed. Unfortunately there comes a time in all change management programs when the effort put in begins to vastly outweigh the value you are getting out of it. At this point we need to evaluate the benefit of convincing these die-hard naysayers.

“My recommendation is to ignore the naysayers,” advises Moura. “Recognise when the pursuit is not worth the effort and make alternate plans”

This series of features on Change Management are accompanied by a white paper in the subject, which is available by clicking here and completing the brief registration form.

 
Click here to download the accompanying white paper

This series is sponsored by:

 

Resource Type: eBook
Published by: Advanced Field Solutions
Title: The 2014 Service Manager Handbook
About: One of the most detailed and comprehensive resources to be published for the field service industry this year. This excellent eBook covers an exhaustive range of topics to help you get to grips with managing your mobile workforce, improving productivity, increasing efficiency and improving your bottom line.
Download: Download the white paper by clicking here

Overview:

The field service industry is subject to constant change and it’s vital to keep an ear to the ground on the latest hot topics to embrace the changing business landscape and keep up with the competition.

Intelligence on your business and its status, not to mention the highest levels of customer service, is absolutely pivotal to survival in tough trading times and even the savviest players need to ensure they have the right tools in play to keep up with their rivals.

To remain successful and dynamic, service managers need to be resilient to change and have the ability ‘to think outside of the box’ to ensure their organisation is best placed to drive their business forward.

They need to keep their finger on the pulse on many different aspects of the running of the organisation from innovating ideas, investing in IT, and seeking and exploring opportunities for further growing the business.

Having the power to access critical data across all areas of your service business, make informed instant decisions and manage your operation – from the first inception of the call all the way to its happy conclusion – will highlight the strong players from the weak.

If you want to make your business stand out from the crowd in 2014 and beyond, having the correct systems and processes in place will need to be a high priority on your agenda.

This essential handbook takes a glimpse at the key areas that all service managers need to address to give your organisation the power to evolve from ‘field service burnout’ to ‘best-inbreed’…

Topics include:

Modelling the perfect profitable client - In an effort to maintain business viability – and keep your engineers working out in the field – some field service businesses may be tempted to take on clients with narrow profit margins.

However, to build a sustainable business, you need to focus on the jobs, contracts and clients that
are most profitable, rather than trying to be all things to all clients. So it’s worth stepping back and analysing your client base.

Turning work away is never easy to do, but it can also free up your expensive resources to focus
on where they can bring best return. Your service management solution should give you the
advantage of arming you with the evidence and information you need.

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

But it’s a delicate balance between meeting the needs of both your staff and the business. Get it right and the chances are the business will be highly successful. Get it wrong and the consequences can be disastrous.

However many UK service businesses find big savings, both in terms of costs and time, simply through getting the properly skilled technician to the job with the minimum of fuss. So when scheduling your field resources, it is key to get it right.

Empowering your workforce - Your engineers are the public face of your business. In many cases, they may be the only representative of your company that the customer ever sees.

Your reputation, spread by word of mouth or increasingly through social media and online reviews, is founded on the experience your customers have of your engineers.

Consider ways to free your service team from the routine dross that saps their time and motivation, and empower them to be more productive and efficient.

Reviewing your customer service strategy - It’s a given that the customer is your number one priority, however, to satisfy and retain your clients, field service companies need to repeatedly provide a professional service.

Typically, customer service is impacted by a combination of factors that result in the customer not getting what they want, when they want it.

So what can service businesses do to really ensure that what you are delivering is adding genuine value to your clients? And what can you do to ensure your value-add is fully recognised by the client?

Setting realistic budgets and timescales - Today’s customers are flexing their buying muscles and putting increasing pressure on suppliers to meet their strict SLA.

To establish your reputation as a customer service leader and gain full control over your job profitability, it’s vital to gain full visibility over your contracts and tighten controls over your SLA management.

Having access to accurate information on the actual cost of similar past projects, contracts and large installations helps to ensure that future bid costs and resource requirements are accurately assessed.

There are many factors that will determine the price of the bid to the client. This is quite often the main focus when putting the estimate together, with the cost and resources that are needed to deliver the contract not always being fully considered at the bid stage. Without formal systems in place, many service organisations find it difficult, time consuming, if not impossible to compile this historical information.

Unleashing cash flow - To maintain a healthy cash flow, it is important not to tie up cash unnecessarily in stock. Getting a hold on your stock is a sure-fire way of gaining significant savings in cost and time.

If your organisation handles stock, you will be all too aware of the dangers of stock piling.

Having cash tied up in stock is a dangerous tactic when cash flow is so important. Rather than relying on a ‘crystal ball’, organisations should automate the stock forecasting process so that sales and usage of stock can be predicted, avoiding the pitfall of holding more stock than required.

Your service management systems should give you the power to analyse stock history, so you can recognise trends and fluctuations to ensure that stock levels fall within the desired optimum range and anticipate demand at peak times.

Turning data into insight - Having distinct performance mechanisms in place enables management to recognise and react to emerging trends, whether positive or negative. Without these, performance may be overlooked in areas that could be optimised and yield greater return.

The importance of the KPI - KPIs are a vital performance tool for all service organisations of all sizes. To effectively track, monitor and evaluate success to ensure your business is growing in a sustained way, a best practice method needs to be adopted.

It is vital to identify which KPIs align to your business success. Standard service management KPIs include: first time fix rates, SLA adherence, engineer productivity, job costing, call rates, net profit margin, stock value and customer satisfaction/retention.

Without pro-actively monitoring KPIs, service management businesses are vulnerable to problems that can seriously undermine both performance and profitability. For example, a company that does not regularly monitor sales margins could discover at year-end a repeated mistake that has cost thousands.

 

Get your copy of this resource now!

 

Resource Type: White Paper
Published by: Advanced Field Solutions
Title:  Which Solution is right for your business: End-to-end or best-of-breed
About: As part of our series exploring end to end field service we are pleased to be able to offer you this excellent white paper published by Advanced Field Service that questions whether an end to end service management solution or best-of –breed solution is the right move for your company.
Download: Download the white paper by clicking here

Overview: As the tough economic environment of recent years starts to recede and a measure of confidence returns to the industry, service organisations are increasingly looking to invest in systems that can help them to make the most of the upturn. Replacing your current service management system is never a decision to be undertaken lightly. However, whether you already have a software solution for service in place or have depended heavily on manual processes such as spreadsheets, making the transition to a more powerful, up-to-date solution with modern functionality such as mobile capabilities can impact your whole service process…for the better. Among the potential benefits to be realised with today’s technology are:

• Full traceability of every job and status change – from job creation through to completion

• Instant access to account information from any location – including order, call, equipment and site history

• Engineers arrive at a job equipped with the right documentation, parts and site history, aware of any customer issues

• Engineers can record time sheets and expenses, download technical documents and equipment lists, and securely capture photos and signatures on-site

• Efficiency increases as engineers can remotely view planned work and close jobs on site, send proactive alerts and deliver automatic status updates to the back office

• Control of stock is improved, with full visibility of parts availability and automatically re-orders

• You deliver great customer service as you offer specific appointment times, bill the customer promptly, maintain a full audit trail and complete work quickly and efficiently

In short, you’ll increase the likelihood of a first-time fix, with improved customer satisfaction while reducing your costs. It’s an attractive prospect. This whitepaper looks at some of the options available to field service organisations as they review the market. It also offers some guidance on selecting your new technology, and outlines a suggested eight-point process.

These eight points are prioritise, requirements, expertise, create a shortlist, integration, planning, support and supplier stability are all discussed in further detail in the white paper.

Resource Type: White Paper
Published by: Exel Computer Systems

Title: Five benefits of a modern field service management system
About:  Understanding what benefits a modern field service management system can provide is vital if you are going to be able to secure the investment required from senior management to take improve the productivity of your field service operation. The following is compiled from extracts of that white paper

Download: Download the white paper by clicking here

It has been stated often and by many well respected industry commentators that a modern field service management solution is an essential tool for field service companies to operate efficiently...

It is imperative that companies no longer view the costs of such a system as an expense but an investment that can yield both increased revenue and reduced operational costs that will ultimately pay for itself.

A key element to building a successful case for securing the funds for that investment is understanding the benefits that a modern field service management can bring. In this white paper published by UK field service management specialists Exel Computer Systems we see five of the key benefits of a modern field service management solution.

1. Stock Visibility

Establishing a healthy cash-flow can be a challenge for companies of all sizes and stature and for field service companies one of this challenge is often magnified by costs being tied up in inventory.

A modern field service management system can provide visibility across the mobile workforce, something which would simply be impossible with either a manual system or an older technology platform. A modern field service management system will also help you identify which items are fast or slow moving helping to further extend a ‘Lean’ approach to inventory management.

2. Job Scheduling

Effective job scheduling sits at the centre of the argument for almost all modern field service management systems but in practice these fall into two separate categories which should be understood when selecting the field service management system that is right for your business.

At one end of the scale there is the simple ‘Call Allocation’ model, which does precisely what you would expect in that it simply allows an operator to decide which engineer gets which job based on their own guestimates. As you can imagine this model is heavily reliant on skilled operators.

At the other end of the scale is ‘Intelligent’ or ‘Dynamic’ scheduling which constantly rearranges the schedule automatically based on prescribed rules and data. As opposed to the ‘Call Allocation’ model which is reliant on human expertise an ‘Intelligent’ scheduler is reliant on having lots of incoming data which can be a costly exercise in terms of both initial resource and finance if it is to operate correctly.

Finally there is a newer, third type of system that bridges the gap and is becoming increasingly popular which is referred to as ‘Assisted Scheduling’. This combines the other two systems in that it utilises rules based logic to provide a suggested schedule but is adaptable by the operator. Understanding which type of system will benefit your organisation the most is an important factor in choosing the best field service management system for your organisation.

3. Time to Invoice

Ten years ago a delay of between 6-8 weeks between an engineer visit and an invoice reaching the customer was common place. As with understanding inventory, such a delay can put unnecessary strain on the P&L. With a modern field service management system the ability to invoice on a same day basis, even when the engineer is still onsite is very much a reality.

4. Costing

Keeping a track on costs is an essential, vital and fundamental element of any business. However, for companies with a field service division it is perhaps less transparent and therefore harder to achieve.

When workload doesn’t always necessarily mean profit then it is absolutely critical that you are able to have real-time access to the visibility of your costs alongside effective business reporting to allow you to measure and then manage. This is again a key benefit of a modern field service management system.

5. Customer Relationship Management

Okay so if we are completely honest the cliché that ‘the customer is always right’ may not always ring true in one thing is for certain, knowing and understanding your customers is the most effective way of doing business with them. A modern field service management system combines all the widely accepted benefits of a CRM system with the unique information relating to each interaction for every customer, including interactions with the field service engineers.

The greatest advantage is that this information is also available to every member of your mobile workforce, allowing for greater service as well as ensuring service contracts are up to date so work isn’t given away for free!

Want to know more? Click here to download the white paper and get further information on each of these benefits.

 

Resource Type: White Paper
Title: Resource: 21st Century Field Service: The impact of the Internet of Things on Field Service
About: In our latest white paper 21^st Century field service: The impact of the Internet of Things, we look at how once again technology will reshape the way field service operates. The following is compiled from extracts of that white paper
Download: Download the white paper by clicking here    

We are living in the most exciting of times:

In the first decade of the twenty first century we saw technology change the way that field service operates.

When GPS arrived in the mid nineties devices such as TomTom’s GO & Garmin’s Street Pilot Range soon became commonplace and today just 5% of companies see routing software as an urgent purchase simply because the market has reached saturation.

The options for mapping software come in a number of options from one of which being on yet another device that has had a huge impact on field service technology – the smart phone.

The purpose of this brief jog along memory lane?

Just try and think of how your field engineers could function without either of these technologies today? Sure they got by, but these tools, along with a number of other breakthroughs made field service that much more efficient.

Thinking of how we worked in the early nineties seems like stepping back into the dark ages. Yet, the technological advances of the twenty first century and are set to be completely eclipsed as the evolution of field service moves ever onward.

In many experts eyes the biggest of these advances is the Internet of Things (IoT)

The benefits of IoT are clearly defined and tangible to field service, and whilst the concepts may seem futuristic in reality in many of the elements of IoT can be harnessed already using existing technologies.

Internet of Things 101

The term Internet of Things was first coined some 15 years ago having been proposed by British technology pioneer Kevin Ashton and largely does what it says on the tin. In a famous article for RFID Journal Ashcroft outlined the concept explaining:

“If we had computers that knew everything there was to know about things—using data they gathered without any help from us—we would be able to track and count everything, and greatly reduce waste, loss and cost.”

 The idea itself is fairly simple. If we give the ordinary items that surround us the ability to essentially communicate with the world without the need for human input, the world would run just that much smoother.

 

With RFID (Radio Frequency Identification) essentially the ability has existed for a while for such data transfer although other tracking technologies such as NFC (near field communications) digital watermarking, low powered Bluetooth, QR codes and their humbler, older cousin the barcode can also provide the same solution.

The Internet of Things in the consumer realm

In the past it was often enterprise level technology that led to a consumer counterpart, in the twenty first century we are beginning to see something of a reversal of that trend and in the world of IoT we are once again seeing this to perhaps be the case.

Major consumer grade electronics developers have entered the race to conquer the emerging ‘smart-home’ market this year with Samsung, Apple and Google all being connected with the increasing M&A activities in the ‘smart-home technology’ sector across recent times.

So with a competitive market place opening up it seems the futuristic smart home, one of the most tangible elements of IoT, could be with us much sooner than we think.

Now this is all well and good but what does it mean for field service?

Internet of Things and Field Service

There are obvious benefits for field service in a world where all of our household devices and business appliances are smart and able to communicate when their own parts are beginning to deteriorate or faults are beginning to appear.

This leads to proactive preventative maintenance, which will in turn see first time fix rates soar. Such solutions could also see the lines between product sales and service sales potentially blurring, as service becomes an intrinsic, built in function of all devices in the future.

Rolls Royce’s Power by the Hour:

However, this isn’t a necessarily new concept. A great example of such an approach is the way in which Rolls Royce pioneered their ‘Power by the Hour’ service solution. The British firm actually first coined the phrase way back in the 1960’s and the concept is essentially a simple one.

Their customers pay for the engines that power their aircraft measured by the time that the planes are actually in flight.

In practice this is a complex and sophisticated blend of contract that incorporates service and product seamlessly and today uses the latest technology available including Big Data and Machine to Machine (M2M) diagnostics to allow Rolls Royce to proactively monitor the status of each and every engine they have in operation and to be able to undertake proactive maintenance when and where required.

Essentially achieving everything that IoT based field service solutions promise to deliver.

Costa Coffee: Saving twenty first century offices from mediocre coffee

Another British company that are using the tools of the twenty first century is Whitbread’s Costa Coffee Chain, the second largest in the world and who recently announced the launch of their digital baristas.

Vending machines with IoT capabilities that can collate and interpret data that can be utilised both in service and sales.

Such an intelligent machine again offers many field service benefits like being able to predict when it needs maintenance, what the likely faults are, even what type of priority level it should be attributed given its predicted sales revenue.

The revolution is upon us...

Preparing for the IoT revolution is not a question of why, but more a question of when and as our white paper reveals the early stages of IoT adoption in field service are already underway, so surely the when needs to be now.

Download the white paper to find out more by clicking this link and completing the brief registration form.

In the final part of this series looking at the findings of our exclusive research report into field service software we look at what conclusions can be drawn from the research and analyse what can be expected of modern field service software.  

Missed the earlier parts of this series? You can read the first part of this series which looked at scheduling and integration and interaction here and the second part looking at management reporting here , and the third part looking at the future of field service software here

If you want to read the full 10 page benchmarking report which includes even further analysis then you are able to download it for free by clicking this link.

Conclusion

When we look at the findings of this research as a whole there are a number of conclusions that can be drawn. When it comes to scheduling solutions there is still a large section of the industry not utilising any scheduling software, which ultimately leads to poorer levels of efficiency in the management of the mobile workforce.

This is of course in turn leads to fewer members of the overall workforce being in customer facing roles that could potentially generate revenue.

Based on the improvements in dispatcher to engineer ratios that scheduling software is proven to deliver, for those companies still operating on a manual basis, investing in some form of scheduling is no longer a nice to have but a necessity if they are to remain competitive.

Just a fifth of companies are able to exploit their field engineers’ trusted adviser status by giving them the tools to sell directly. This represents a major opportunity for companies with the means to invest in such systems to capitalise on their competitor’s hesitancy and gain a commercial advantage. Yet despite this opportunity currently few companies place investing in mobile hardware and software near the top of their priorities, with both categories sitting midway on the priority lists of the majority of organisations.

Perhaps the biggest trend this research has unveiled is that cost has become less of a concern for companies looking to implement new technologies, with issues with legacy systems now being the most common concern. [quote float="left"] Many elements that not so long ago were new, premium solutions such as navigation software have now become standard.

 

This could well be a direct result of the influence of the Cloud. The SaaS business model has now meant that service management software is an affordable option for smaller companies, however, integration has been a early documented issue with some Cloud based solutions.

Our research earlier this year on SaaS and Field Service would also seem to support this hypothesis. To sum up, it appears that many elements are coming together to offer vast improvements to the software available in the field service industry. Also many elements that not so long ago were new, premium solutions such as navigation software have now become standard. Meanwhile we also see exciting technologies such as the Internet of Things and Big Data starting to encroach into service management software.

The future indeed seems bright indeed, but in the here and now there are still things that can be improved upon. Whether it be scheduling software or management reporting tools the results of this research indicate that on the whole there is room for improvement in the software being used today.

However, the research also identifies examples of excellence in the service management software as well. Integration is becoming more and more important, and end-to-end service management has become a reality.

Careful consideration is essential when selecting a software provider and an understanding of your own strategic aims is as important as understanding the options available to you. However, it seems that investing in a service management solution in 2014 is both more affordable and beneficial than ever before.

If you want to read the full 10 page benchmarking report featuring additional exclusive analysis then you are able to download it by clicking this link.

By registering for this white paper you agree to the fascinating terms and conditions which you can read right here.

In this third part of this series looking at the findings of our exclusive research report into field service software we focus on the future of field service software. You can read the first part of this series which looked at scheduling and integration and interaction here and the second part looking at management reporting here 

If you want to read the full 10 page benchmarking report then you are able to download it by clicking this link.

Looking forward:

In the final section of the survey we asked respondents to identify what they thought were the most important technologies likely to appear in service management software, where they believe their organisation should focus their investment and finally what the barriers were to implementing new technologies.

Perhaps the most revealing result of the entire survey was in this final section, specifically surrounding “the biggest concern when implementing a new technology” Surprisingly  “Cost of implementation” is now only the second most common concern with “Legacy issues with former systems” becoming the industries greatest concern in 2014. The amount of companies that now cite this as their biggest concern when implementing a new technology has increased from just 22% in 2013 to 38% today.

This represents a potentially significant shift in the industry. In the last few years we have seen rapid developments in service management software, with key trends, such as the requirement for system wide integration as discussed earlier in this report, starting to emerge. The impact that the Software as a Service model has had on costs offers many companies the ability to invest in service management software, when in the not too distant past such an investment may have been beyond their reach.

Earlier this year in another research project conducted by Field Service News we saw that number increase to 38% of companies with a further 48% of companies stating they could possibly do so in the near future. However, the same report also highlighted that currently only 23% of companies have made the shift to a Cloud based environment for their service management software.

This would indicate that there is indeed a trend for companies to be migrating their service management software to Cloud based systems and it is an on-going process. If this is indeed the case then it would also explain why cost has become less of a concern whilst integration with existing legacy systems becomes a greater worry.

We also asked which emerging technologies would be likely to have an impact on field service software in the near future. The results whilst not surprising indicated how many in the industry seeing field service software evolve once again in the very near future. Over 45% of companies felt that Big Data, The Internet of Things and Connected Vehicles will all start appearing as options within field service management solutions within the next three years.

If each and all of these concepts live up to the massive hyperbole that surrounds them then it the way our industry operates will be fundamentally changed. At the same time 37% of companies also think that they wearable devices will become commonplace within the next three years also.

Whether this comes true is likely dependent on the success of Google's Glass product which offer the greatest promise, although the development of smart watches could potentially offer another wearable device that could be put to use in field service. Interestingly perhaps one of the technologies most established that could offer great benefits to certain field service verticals, namely 3D printing was only cited by 19% of companies as being likely to make an impact in field service.

However, this could be a reflection of the wide ranging industry verticals field service incorporates as much as a lack of faith in the technology. 3D printing will certainly be of more of a benefit to some industries (e.g. manufacturing) rather than others (e.g. retail). That said anecdotally there are are certainly those who have (an unfounded in most instances) lack of faith in 3D printing, we are reminded of echoes of the exaggerated fear of the security of the Cloud somewhat with 3D printing. It many ways the technology simply seems to much like science fiction to be fully trusted.

When we looked at the more immediate needs of the industry we saw some familiar patterns. Despite the questions we raised earlier in this report about the suitability of optimised scheduling for all companies, such systems appear to remain in demand amongst field service organisations.

Our final question in the survey was “In terms of investment, which of the following areas of technology do you think it the most critical for your company to remain competitive?” and we gave respondents 8 choices asking them to rank them in order of priority. The options were Route optimisation, optimised scheduling, integrated CRM, contact centre/help desk, mobile hardware, mobile software, logistics/spare parts management, and reporting/analytics tools.

Optimised Scheduling was ranked as the number one priority by 29% of companies, this was followed by Integrated CRM and contact centre/help desk software, which were the number one priority for 27% and 17% of companies respectively.With nearly three quarters (73%) of companies identifying one of these three areas as their key focus for investment it seems that these are clearly the biggest needs for the industry at large.

 

It is also interesting to note that whilst relatively few companies (7%) identified logistics/spare parts management systems as there number one priority, many companies identified it as either their second (27% of companies) or third (23% of companies) priority. This would indicate that whilst most companies do not see logistics/spare parts systems  as the most burning issue, they do acknowledge that it is an area that they should invest in should funds become available.

The one technology that has perhaps now had its day is route optimisation. This scored as the lowest priority for 56% of companies. There are many reasons route optimisation is now no longer a significant area for investment, whether this is because it is included in many service management software packages or that the technology has been around long enough to reach to near market saturation - the fact is that most companies will now have some sort of route/navigation software already even if it is simply Google Maps and a BYOD.

If you want to read the full 10 page benchmarking report featuring additional exclusive analysis then you are able to download it by clicking this link.

By registering for this white paper you agree to the fascinating terms and conditions which you can read right here.

In this second part of this series looking at the findings of our exclusive research report into field service software we focus on management reporting. You can read the first part of this series which looked at scheduling and integration and interaction here.

If you want to read the full 10 page benchmarking report then you are able to download it by clicking here.

About the research:

Across April and May of this year (2014) Field Service News in partnership with mplsystems undertook a research project to assess the current usage of field service software.

The survey was split into four categories. Scheduling systems, integration and interaction, management reporting and future options. In total we spoke to over 120 field service companies of differing sizes and differing industries. These were predominantly UK based although there were respondents from all over the world including Europe, America, Africa and Asia.

Reporting:

It may be a cliché but the maxim “You can’t manage what you don’t measure” rings true in all industries and with technology now offering more measurement and analytics tools, with greater levels of sophistication than ever before management reporting is an important element of service management software.

In fact 78% of respondents stated that as a manger the ability to get clear and comprehensive management reports from their service management software was an important tool. Further to that, 63% of these went on to define management reporting as “Critical – I couldn’t do my job without it”

When we also factor in that a further 19% of respondents stated that management-reporting tools were “Helpful” it is clear that such tools are utilised by all but a very small minority  (less than 5%) of field service managers.

It may have been what we expected to find but the findings of the research absolutely confirm the fact beyond all doubt. Management reporting is an absolutely integral facet of Field Service Software.

However, whilst management reporting is clearly such vital piece of the field service management software whole, it appears that when it comes to functionality and performance, there remains plenty of room for improvement in the eyes of many field service managers responding to our survey.

In response to the question “Is the reporting functionality you get from your current system up to the task” almost two thirds of respondents stated that they found their current system merely “Acceptable”

So whilst the functionality of these tools is workable, they are still far from perfect. In fact whilst there are a reasonable amount of companies (21%) who identified their reporting functionality as “Excellent”” there is a similar amount of companies (20%) who state that the management reporting of their current system “Doesn’t meet their needs at all”

 There certainly a number of different considerations when purchasing a field service software solution , research is absolutely essential and taking the time to identify your own reporting needs both now but also in the future, before comparing this with the options available to you will potentially save both time and money for your organisation in the longer term.

 

Of course within field service perhaps one of the most important aspects of reporting is real time visibility into the actions of your mobile workforce.

In this area there is an interesting division between companies.

It seems that a large percentage of the companies in the industry (42%) are able to provide real time location and status of their field technicians to not only their dispatchers but also their help desk and customer service teams.

This is an improvement of 24% compared to 2012 figures. Such a dramatic rise is likely due to the fact that such a level of visibility is a powerful tool both in terms of managing efficiency as well as delivering excellent customer service and therefore a key area for investment.

Despite this fact, a surprisingly large number of companies (30%) still have no visibility at all into the activities of their mobile workforce. Whilst this figure has decreased by 9% since 2012 it remains a significant proportion of the industry.

Such a large number is somewhat worrying in that without any visibility there is little hope of these companies being able to improve the efficiency of their field service operations at all. It also means that the levels of customer service are potentially impacted as well.

This gap in implementation of technology could lead to a genuine division appearing in the industry. Those companies who are able to continue to deliver excellent service in today’s modern environment of demand twenty first century consumers, and those whose service standards remain stagnant and out-dated.

When it comes to competing on service, which has become a key battleground for businesses in recent years, there can only be one winner…

If you want to read the full 10 page benchmarking report then you are able to download it by clicking this link.

By registering for this white paper you agree to the fascinating terms and conditions which you can read right here.

You can also now find the third part of this series looking at the future of field service software here

Resource Type: White Paper
Title: 6 things you need to know when purchasing Service Lifecycle Management software
About: Based on independent research Michael Blumberg provides critical information for anyone who is preparing to purchase Service Lifecycle Management (or Service Management) software.
Download: Download the white paper by clicking here.

 

Synopsis:

As President of the Blumberg Advisory Group, Michael R Blumberg is widely acknowledged as one of the world’s leading consultants across field service, aftermarket services and reverse logistics. He is also a prolific commentator on industry and an accomplished author of many white papers. Field Service News is pleased to bring a selection of his white papers to you. The first of these is based on an exclusive research conducted by the Blumberg Advisory Group which was a yearlong market research study sponsored by the CSDP Corporation which looked at the experiences of hundreds of companies when purchasing Service Lifecycle Management (SLM) software.

As Jerry A Edinger, CEO of CSDP corporation comments “An ideal SLM solution puts terms and conditions of the contract at the heart of the system and builds on that system with solid experience in service delivery.” “There are many Niche players in the SLM space. Decades of  experience  and trusting your provider is key to everyone’s success. We treat all of our clients as a trusted partner.  By doing this,  it creates a Win-Win for everyone” In this white paper “6 things you need to know when purchasing Service Lifecycle Management software” Blumberg distils the knowledge found in this research into six key findings for organisations looking purchase enterprise standard service software. These are:

What to expect in the sales process?

Whilst you are almost certainly going to be doing a lot of research prior to even speaking with any software providers (like reading this feature and then downloading the white paper for further detail) when you do reach the point where you are contacting providers what can you expect? Well first of all most software provider’s will give you a top level demonstration of their software either during your initial call or soon after. Typically this is just meant to give you an idea of how the software works and a more detailed, a second demonstration, customised to your own specific company’s requirements will follow. Often the software provider will request that you fill out a demo prep form ahead of the next demonstration so they can tailor the demo to your needs.

What to look for in a Software Lifecycle Management software vendor?

The service management software market is a crowded niche, there are a number of software vendors available to you and understanding the different offerings can be a confusing if not overwhelming. In this section Blumberg looks at what were the common features that companies sought from software providers. The top three factors were software feature and functionality, technical competency of vendor, and vendor flexibility, with all of the respondents rating these factors as either the most important or second most important factor they considered when purchasing service software.

How important is price?

Interestingly price is far from the dominant factor when purchasing service software with only a quarter of companies indicating that price was the most important factor when purchasing SLM software.  In fact over half of respondents selected a software solution that was somewhere in the middle in terms of cost.

How important is the role of discounts in the buying decision?

As in many industries discounting is reasonably standard and common place when pricing software so there is often room for negotiation in the purchasing process. Blumberg reveals that 83% of those who purchased an enterprise software solution in the past 24 months received a discount and 89% of those planning to purchase in the next 24 months expect a discount. However, remember to be wary of software providers who drop their price too much without concession. The lower price may just come to haunt you when it comes to implementation.

CRM, ERP or best of breed service software?

For service lifecycle management software there are often three choices; buy your service software form your CRM provider, buy from your ERP provider or choose a best of breed service software provider. Whilst it may be easier to go with the CRM or ERP providers who you already know, best of breed providers specialise in service and their products are designed to contain all the functional requirements to support the full service lifecycle management process in an organisation.

What happens after the sale?

Perhaps the most important aspect of the white paper, understanding what you can expect after you have purchased the software is of course an essential piece of insight that will shape your decision on choosing the right vendor. It is important to understand exactly what the vendor’s expectation are of you during the implementation as well as understand the level of resources the vendor will commit to you during the implementation and for post implementation support. In this final section of the white paper Blumberg provides some excellent guidance on getting this detail correct. Buying any kind of software can be a daunting, this is magnified when it is for business and when it comes to mission critical software such as Service Lifecycle Management software the stakes are even higher. Understanding the buying process is an important element of getting the right product, at the right price, with the right level of implementation support that your company needs. Drawing on the insight of hundreds who have been through the process this white paper is therefore a great resource for those considering SLM software.

Download the white paper by clicking here.