IFS, the global enterprise applications company, announces that BRITA, one of the world’s leading companies in drinking water optimization, has selected IFS’s comprehensive service management solution covering field service management, workforce scheduling & planning, and customer engagement.

BRITA is fully committed to customer service as the main point of competitive differentiation. To power its pursuit of becoming global market leader, the company needed a comprehensive service management solution that could ensure a consistent and positive customer experience globally while delivering workforce efficiency and data accuracy.

THE importance OF FIELD SERVICE management for global enterprises

Following a competitive bid process involving several enterprise software vendors, BRITA selected IFS based on the solution’s wide-ranging field service management functionality and native integration with workforce scheduling and planning capabilities. 

The central IFS solution will unify a number of manual processes with a holistic end-to-end platform that spans the entire service value chain, from service request management to automated technician dispatch and maintenance and repair completion. The solution will also help BRITA in the future to return and recycle spent water filter products. 

The IFS solution, which will be used by BRITA’s field and customer service staff in Germany, France, Switzerland, Benelux, and the UK, will be fully integrated with the company’s existing enterprise resource planning (ERP) and customer relationship management (CRM) systems.

“Customer service is a vital part of our value proposition and a key differentiator in our highly competitive market segment,” said Tanja Manegold, Senior Group Director Service Prof. Dispenser at BRITA. “Investing in a best-in-class service management suite will help us advance our leading position. IFS was able to present us with a fully integrated platform that can deliver one version of the truth, which will help us deliver on our service-level agreements and enhance our first-time fix rates.”

Marcus Pannier, IFS Managing Director, Germany, Switzerland, and Austria, added, “We are honored to work alongside such a globally renowned brand such as BRITA. All around the world, leading-edge manufacturers like BRITA are looking to service and servitization strategies to boost revenues and earn more customer hearts and minds. At IFS, we have anticipated this shift and are ready to equip these early movers with robust enterprise software that is designed to enhance workforce efficiency while safeguarding a great customer experience.”

 

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Further Reading:

• Learn more about IFS Service Management  @ https://www.ifs.com/service-management/
• Read more about Digital Transformation @ www.fieldservicenews.com/digital-transformation
• Read more about IFS on Field Service News @ https://www.fieldservicenews.com/ifs
• Learn more about IFS @ www.ifs.com
• Read more about BRITA Group @ www.brita.com

 

FLS - FAST LEAN SMART, UK Managing Director, Jeremy Squire shares his experience on the tools needed to overcome increasing last mile challenges...

Key to the success of your last mile service delivery is planning appointments (when applicable) and Engineer routes that are both achievable and efficient. Not all methods for this are equal and in this article we explore the alternative methods used by scheduling technologies and why you need a real-time appointment optimiser, even if you prefer to fix the jobs to Engineers on the day of service delivery.

With the right systems to support you, the appointment booking is opportunity to guide your customer to the most cost effective time slot for an Engineer with the right skills and parts.

Every Field Service software solution includes appointment booking and often describe this as ‘optimised’.  Look closely at how this is achieved, the majority are far from optimal and result in unachievable appointments, heavy involvement by Planners and Managers, and cause some Engineers to work excessive hours whilst others are under utilised. 

Which of these are familiar to your way of working? The good, the bad, the ugly…or the best!

 

The Ugly – ‘patch’ method

Engineers are assigned exclusive postcode patches and new appointments can be offered until the maximum daily limit is reached. There is often a long wait for an appointment, even though neighbouring Engineers have availability, and you can typically only offer full day timeslots. Before the day of service begins, the scheduling system or a Planner will put each diary in a good order for travel according to maps, or the Engineers do it themselves.

 

 

The Bad – ‘basic’ white space scheduler 

With this method engineers work within a maximum travel radius from a start point and there is overlap between coverage areas. Each engineer has a route optimised utilising a driving time calculation with speeds according to road type. Timeslot options for a new appointment are calculated by the system finding ‘white space’ in the existing diary of suitable engineers and presenting best (lowest cost) choices based on deviation from current route – the job is then inserted into the chosen place in the diary.

Periodically, every few hours or overnight, you run the scheduler which will move jobs between the engineers for better routes and efficiency.

The comparison appointment costs given by this method are inaccurate because they do not consider the overall schedule so you end up ignoring them and just offer up any of the available slots, even if this was 2 hours driving one day or 10 minutes the next. Diaries may appear full which causes a long lead time to attend appointments, but running the scheduler later reveals availability was there all along – too late!

 

The Good – ‘enhanced’ white space scheduler

The ‘enhanced’ is based on the same principles as the ‘basic’ but smarter. Routes are more accurate using travel times with actual average speeds for each road segment according to the time of day. It is still just looking for white space in the diary but, after the appointment is booked, it will re-optimise this and nearby routes, moving jobs between engineers, ready for the next appointment request. 

Whilst this is more accurate than the ‘basic’ method, the comparison of appointment costs is still incorrect for the same reason. Also, an appointment that is calculated unavailable might actually be available if the ‘real-time’ method was used.

 

The Best – ‘real-time’ appointment optimiser

This method is truly best-of-breed. The schedule is always optimised with time of day traffic based travel speeds. For an appointment request, the system performs a real-time optimisation for each time slot requested, incorporating all relevant Engineers and jobs. It advises the difference in cost for adding this job into the fully optimised schedule for each available time slot.

To be practical in a customer service environment this must be achieved in seconds, even for high volumes, which is why there are few vendors able to offer this.

This is the only method that enables your customer service team (or self-service portal) to correctly offer and guide customers to pick the most cost effective time slot choices – resulting in mileage reduction and time for more jobs.

The real-time optimisation will also reveal time slots are available when all other methods would say the diary is full - reducing the average time to attend an appointment.

With this approach, you always know the planned schedule is accurate ready for last mile delivery - your Engineers will be happy with the plan and you are less likely to have challenges during the day of service or let customers down. Planners can be reassigned to customer service roles and  Managers can instead focus on quality of service.

The benefits of a ‘real-time’ appointment optimiser for your last mile service delivery are clear and we at FLS are so confident that we offer to facilitate you to prove this in live operation before commitment.

 

Customer proof

As Richard Wilson, IT Director HomeServe Boiler Installations comments, “We wanted a more dynamic tool, one that could continuously optimise, looking at every appointment and every field worker collectively and scheduling everything in the most optimal way.”

And the results - “FLS has enabled us to get to our appointments 25% quicker than we were. It’s really highlighted how efficient your scheduling can be when intelligent software does it for you. We see FLS as a growth facilitator. The efficiency gains are such that we’re now in a position to scale up”

We live in a world of instant results. Seamless, efficient and accessible service has become the new norm and unless yourorganisation adopts dynamic scheduling you may just fall behind the increasing expectations of the modern consumer argues Field Service Insights’ Michael Blumberg...

The ability of Field Service Organizations (FSOs) to deliver  an optimal customer experience depends in a large part to their ability to effectively schedule their Field Service Engineers (FSEs).Scheduling of Field Service Engineers if a critical success factor in optimizing customer experience. Ultimately, this requires FSO to make the highest and best use of resources to obtain the highest and best outcome for themselves and their customers. In other words, outcomes that result in high first-time fix rate, customer satisfaction ratings, and profitability for the FSO.

Smaller businesses using five or fewer technicians may be able to manage scheduling effectively enough to operate a successful business. However, an increase in the number of employees, the number of customers, or the number of service requests can quickly disrupt the flow of business. With each new addition, the complexity of scheduling grows exponentially. This is because each addition brings a host of related attributes. For example, a new technician means identifying a new skill set, adding another vehicle, identifying a different route, stocking more parts, and redistributing servicecalls. Multiply times two - or twenty and a logistical nightmare quickly ensues.

At issue, end-customers increasingly expect a high level or responsiveness example, one that provides them with visibility into their FSE’s route and schedule, and one that provides a high level of certainty of when their FSE will arrive onsite. Using manual scheduling or basic dispatch software will not result in this outcome. It is virtually impossible to remain competitive in the field services environment using manual scheduling and spreadsheets, which can cost mangers 20% of their workday. Further, incorporating even a single change, such as adjusting for a driver who calls out, can have a domino effect on the overall schedule, wasting additional time by the scheduler and downtime as other technicians wait for reassignment.

Dynamic Scheduling software offers a host of benefits and there are several factors which should be considered when evaluating scheduling software options. Some core functions include resource scheduling, dispatching, route planning, work order management, SLA compliance tracking, parts inventory management, forecasting, integration with other systems, and reporting just to name a few.

The table below shows which outcomes are typical for organizations that use dynamic scheduling applications:

REDUCTION IN:	INCREASE IN:
Labor costs	Procedural consistency
Scheduling/re-scheduling costs	Customer satisfaction
Fuel costs	Availability of resource usage reports
Inventory costs for parts	First-time fix (FTF). SLA Compliance/Onsite response time

While the most common reason for not replacing an existing field service management system is cost, efficiencies gained from a technology-based system often negate that argument. Further, companies using dynamic scheduling can gain a 20% - 25% improvement in operating efficiency, field service productivity, and utilization. Other reasons to consider a change are opportunities for growth, more accurate and reliable data, flexible and scalable scheduling, and positive impact on KPIs.

With a seemingly infinite choice of features, identifying a workforce and scheduling management platform that is cost-effective and offers what you need without unnecessary add-ons that don’t add value can be a challenge. Most systems offer a customizable range of features and benefits appropriate to your industry, size, and business objectives.

A benchmark survey by Blumberg Advisory Group indicates that advanced tools like Dynamic Scheduling software allows companies to perform more efficiently and effectively by optimizing scheduling and associated functions. Companies that use these tools also are more likely to have an SLA compliance rate of 90% or higher. Field service workers scheduled through an automated process are also more likely to complete five or more calls per day, at a utilization rate of 85% or higher.

 

"It is virtually impossible to remain competitive in the environment using manual scheduling.."

 

In addition, companies that utilize advanced tools are more likely to be able to manage and schedule a higher volume of service events. For example, half (49%) of the companies surveyed that use advanced receive at least 500 service request calls per day, and about half of those companies (26%) receive 1,000 service calls per day.

They are also more likely to have a higher ratio of FSEs to schedulers than companies who do not use w technology. In summary, Dynamic scheduling software offers clear advantages to field service organizations regardless of the industry, services, revenues, or number of field service workers.

Automated technologies provide enhanced functions beyond the capabilities of the most adept schedulers and other manual approaches. Being able to get the best qualified FSE to the customer site at the right time, relies not only on identifying a knowledgeable technician and the necessary parts but ensuring they get to the customer site within the timeframe promised. Using a scheduling software system can make this happen while simultaneously adjusting the calls, routes, and ETA’s of other field service workers to maintain responsiveness and avoid jeopardizing schedules.

The business intelligence collected and stored in these systems allows FSOsto make better decisions about what inventory and tools to carry, equipment to be repaired or replaced, routes that should be developed or changed, and other factors that influence the bottom line.






More and more field services organizations recognize this need and adopting dynamic scheduling platforms, leaving businesses that do not provide these increasingly expected and desired services struggling to compete.

You can download the whitepaper, Creating an Uber-like Service Experience: Benchmarks and Best Practices in Field Service Scheduling, here.

 

Michael Blumberg reveals some of the key findings of the latest research into field service Scheduling and Dispatch to come out of Blumberg Associates...

A critical success factor in managing a Field Service Organization (FSO) is the ability to effectively schedule and dispatch field service engineers (FSEs).

It is about making sure that technicians arrive at the customers’ site at the right time with the proper tools, knowledge, and resources to resolve the problem during their initial visit.

First Time Fix is the name of the game in field service. FSOs run the risk of incurring additional costs and damaging their customer satisfaction any time their First Time Fix target is in jeopardy.

There’s a lot at stake for FSOs when it comes to effectively scheduling and dispatching FSEs. There are significant challenges for FSOs, particularly if many service visits are required each day, dispatching is made from a large pool of FSEs, and the FSO is financially penalized by the customer when response time commitments or Service Level Agreement (SLAs) are not met.

 

"First Time Fix is the name of the game in field service. FSOs run the risk of incurring additional costs and damaging their customer satisfaction any time their First Time Fix target is in jeopardy..."

 

Over the last 10-20 years, FSOs have turned to advanced tools and technology to automate the scheduling and dispatch process to improve this activity.

These tools range from appointment setting applications to dynamic scheduling software based on artificial intelligence and operations research algorithms.

To understand how these tools are deployed in the field as well their impact on service performance, Blumberg Advisory Group and Field Service Insights in conjunction with Timing Software conducted a benchmark study among 150 FSOs. In this article, we will examine the impact of automated appointment booking applications and dynamic scheduling functionality on performance.

Most FSOs had limited flexibility in their appointment booking process.

 

• 59% offered their customers the first available time slot while the remaining 40% provided their customer with alternative options
• Approximately half (49%) set appointments 5 days out or longer. This reflects that they have limited ability to handle emergency and/ or expedited requests.
• Less than one-third (30%) were capable of booking appointments 1 to 2 days in advance. However, nearly two-thirds (65.7%) utilized automation to help identify or locate available appointment times.
• Almost three-quarters relied on the automation supplied by their CRM/ERP software vendor.
• Less than 9% utilized a separate, best of breed scheduling solution for appointment booking, while the remaining depended on a customized system developed in-house.

 

FSOs who utilize automated appointment booking offer a better customer experience than those who do not.

There is a higher level of customer engagement because it provides the customer with options and a feeling of control when service is provided.

Companies that utilize this functionality are four times as likely to handle a 500 or more service requests per day and experience a higher FSE to Dispatcher ratio that those who do not.

The second step from booking an appointment is the actual scheduling of FSEs.

 

• One half assigned FSEs to customer sites based on their skill set, availability, and proximity.
• Remaining 50% either determined the schedule for their FSEs by dispatching the same FSE to the same site every time or assigned the same FSE to the same site having the FSE determine their own schedule.

 

Two-thirds of survey respondents utilized an automated process/system.

Approximately half (51%) used software that contains some type of algorithm which optimizes scheduling based on specific criteria (e.g., cost, travel time, etc.) or pre-defined factors. Less than one-third (31%) have a scheduling system on a rules-based engine. The remaining 17% have an AI based system that improves their scheduling process based on dynamic variables.

 

"FSEs who use automated scheduling software are 47% more likely to complete 5 or more service visits per day..."

 

The use of automated scheduling software has several benefits to FSOs. Our survey results indicate companies who utilize this type of software are 45% more likely to handle 100 or more service requests per day.

They are also 39% more likely to experience an SLA compliance rate of 90% or higher. In addition, they are twice as likely to have FSE rates of 85% or higher.

 

Furthermore, FSEs who use automated scheduling software are 47% more likely to complete 5 or more service visits per day.

Our findings suggest that appointment setting functionality plays a critical role in improving customer experience, increasing service productivity, and operating an efficient dispatch centre.

Automated scheduling software provides measurable improvements with respect to FSE productivity and efficiency. In the last year, 99% of FSOs surveyed incurred a financial penalty or were required to provide a customer rebate for missing SLA/response time targets. Almost half (45%) missed these targets more than 24 times last year.

The use of advanced tools and technology like automated booking and scheduling software will have a significant improvement in reducing or eliminating the frequency of these occurrences.

 

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The blend of GPS, real-time traffic information and latest workforce scheduling can yield previously unknown levels of efficiency for field service delivery. Jeremy Squire, Managing Directo, FLS, Fast Lean Smart explains how... 

The convergence between field force scheduling and vehicle tracking is not something on the horizon, it has already arrived - and with precise arrival times now offered by private car hire and delivery companies such as Uber, DPD, IKEA and Amazon, customers are already expecting the same for field service appointments and anything less may be perceived as poor service. It is fast becoming a necessity for field service companies to both realise and embrace this as essential to achieve.

At FLS, Fast Lean Smart, we specialise in scheduling and route optimisation solutions and our customers are increasingly interested in this convergence of technologies. I believe it is vital for most field service companies to consider this and let’s take a moment to look at both how and why you should be doing likewise.

If live GPS location coordinates are provided to FLS VISITOUR, our leading scheduling technology, we can re-plan your engineer job schedules based on exactly where they are in their current route rather than wait until a confirmation of arrival from their mobile app.

The system could be configured to automatically re-optimise the rest of the day ‘real-time’ for engineers based on the location updates. This might enable additional jobs, highlight where an SLA or appointment slot will be missed and optionally remove lower priority jobs from the schedule unless overtime is approved.

[quote float="left"]With the convergence of these technologies and capabilities, there really has been no better opportunity to enrich the profitability of your business whilst achieving happier engineers and happier customers[/quote]Many service operations, however, decide against this level of fluidity for their engineer’s day and therefore might choose to lock the next jobs or even the whole day and only make changes in exceptional circumstances and under the control of a planner. This is particularly true for tasks which require the engineer to have parts or for appointments that require preparation.

What is certain, however, is that knowing issues with the current plan in the back office is key for customer service and engineer welfare, therefore the more accurate this is the better. The driving durations used by the scheduling algorithm are also very important to achieve this objective and at FLS we use actual average drive speeds for each road segment according to time of day for pre-planning. Variable traffic congestion is a severe issue in some areas, therefore, we also use a real-time feed of current traffic to optimise during the day. With this combination, drive durations are as accurate as we have all become accustomed to when using TomTom Live or Google Navigation on our smartphones.

It requires this high level of accuracy to enable reliable automated messaging to customers with the refined time of arrival for engineers. However, combining GPS location data in the FLS VISITOUR scheduling system also enables our FLS Customer Portal which can be accessed via a URL in the arrival time message and for your customers to track the arrival of the engineer from the previous job on a map, Uber style! (no more ’Where’s my engineer?’ calls.)

This capability has now become the goal of almost every field service provider we speak with, not just  B2C, and whilst currently a USP we can expect it will increasingly become the norm.

Of course, all this has terrific benefits for the service provider as well as the customer.

Maximising productivity and minimising cost in the field whilst giving good service (right engineer with the right parts etc) is a standard desire for everyone, however, with the convergence of these technologies and capabilities, there really has been no better opportunity to enrich the profitability of your business whilst achieving happier engineers and happier customers.

To deliver this level of performance and customer excellence, integrating engineer tracking is essential and there is an answer for every circumstance; a vehicle telematics system, a low-cost GPS cigarette lighter tracker or a phone/tablet app such as FLS MOBILE.

The days of customers waiting blindly for an engineer to arrive are on the way out and field service companies must adapt to these new expectations swiftly to avoid being seen as outdated and uncompetitive. The good news is that the solutions are already available - it is just a case of connecting the dots - and FLS VISITOUR is a solution that allows you to do just that.

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Fast Lean Smart (FLS) is helping to cut down travel and admin time for British Engineering Services, enabling field engineers to be more productive by up to 15% each day.

Paul Hirst, Managing Director Engineering Inspection, says “FLS have proven an outstanding partner since we began together in 2015. The FLS VISITOUR advanced scheduling solution is at the heart of our business strategy for field engineering efficiency whilst delivering the best customer experience.”

British Engineering Services is the UK’s biggest independent engineering inspection, testing and certification company and has a long history dating back to 1859. Customers include all kinds of businesses, from factories to nuclear power plants, from hospitals to schools. Until 2015 it was part of RSA, one of the world’s leading insurance groups and a FTSE 100 company, but is now established as a privately owned company.

Today, British Engineering Services employs 450 highly trained and qualified engineer surveyors and consultant engineers who perform 2.8 million inspections per year. Its customers benefit from state-of-the-art technology and excellent online reporting systems that can deliver information quickly and efficiently.

 

Never standing still

“We constantly review our performance and look for ways to exceed customer expectations,” says Stephen Doyle, Operations Development Leader for British

Engineering Services. “We pride ourselves on having some of the best people in the industry working for us. Many of our staff have been involved in engineering inspection and certification for decades. It is this deep knowledge and understanding of our customers’ requirements that has shaped our business and led us to working with FLS.”

 

The right engineer for the right job at the right time

FLS’s flagship solution, FLS VISITOUR, helps to match availability with customer demand. The software automatically schedules inspections for the entire engineering team and selects the right engineer with the right skill set for the right job. Through

customisable variables, the FLS solution consolidates multiple inspections due at one site into a single visit. It also uses advanced mapping software to choose the most efficient routes to each appointment, including consideration of traffic at the time-of-day. FLS VISITOUR will ensure that each appointment is the best fit for the customer, the engineer and British Engineering Services as a whole.

 

"The initial findings from FLS VISITOUR clearly demonstrated a significant reduction in travel time but also the added benefit of reduced admin time for the Engineers..."

 

Stephen explains, “We looked at lots of different scheduling solution providers, but none of them gave us the flexibility that we wanted. Then we found FLS, who offered a highly configurable system and made every effort to understand our company, our data, and deliver what was right for us and our customers. They also demonstrated what their software could do with initial data tests and a ‘try before you buy’ trial. This was a big reason why we chose them.”

The initial findings from FLS VISITOUR clearly demonstrated a significant reduction in travel time but also the added benefit of reduced admin time for the Engineers by enabling the introduction of a central planning team to arrange the inspections.

Stephen says, “The trial proved the efficiency and productivity-fuelling benefits of FLS VISITOUR, but it also helped us prepare for the full implementation. We learnt what to do, who to involve, and how to make the transition as smooth as possible for our people.”

 

Inspection timing and risk management

British Engineering Services take safety and compliance very seriously and have unsurpassed engineering inspection certification accreditations and memberships. Inspections are planned in advance to give the customer notice and allow any access issues to be addressed before the day.

One of the business challenges is that inspections performed too early would bring subsequent inspections forward which increases costs, but overdue inspections could create a safety and compliance risk. The fact that FLS VISITOUR manages this timing and enables the coordination of multiple inspections in one visit is not just beneficial in reduced travel time and costs, it is also less disruptive for its customers whilst ensuring safety standards are met.

 

Working in partnership

“We’ve found the whole team at FLS really helpful and approachable and feel this is a genuine partnership that continues to improve our efficiency and quality of service.” Stephen explains. “They’re always available when we need them and regularly review the rules and settings within VISITOUR to ensure we are meeting our own customers’ expectations in the best possible way. I cannot recommend FLS highly enough.”

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The potential to enhance field service efficiencies through technologies like IoT, Augmented Reality and Artificial Intelligence are out of this world. But to fully realise the benefits they can bring field service companies need to have a foundational framework of technology already in place.

Here we look at five key systems every field service company should focus on before they look to take another giant leap forwards...

Field Service Management technology has become essential to service delivery excellence and in a world of connectivity and ever-increasing customer expectations, service excellence is no longer a USP but a baseline requirement.

Indeed, the rapid evolution of technology and its impact on field service in recent years has led to an increasing integration between process and technology when it comes to field service management.

However, whilst technologies such as IoT and Augmented Reality are grabbing the headlines and can undoubtedly enhance service delivery, their potential is greatly diminished unless you have a fundamental layer of technology in place already. In this article, we will explore five core, fundamental elements that should be at the base of your field service management solution.

 

Contract Management:

Contract management is often viewed as the starting point of almost everything within field service management operations.

Without a view of your service contracts, you cannot have to hand the answers for critical questions such as:

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

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

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

 

Scheduling:

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

• Assisted Scheduling
• Optimised Scheduling
• Dynamic Scheduling

So which is right for your business?

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

The complexity of the service work, as well as the variety of service jobs you undertake, is another significant factor.

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

This remains true whether you have 20 or 200 field service engineers.

Similarly, if a large proportion of your field service efforts are focused on planned maintenance calls which have a level of flexibility in terms of getting an engineer on site, then you may not have a need for a dynamic scheduling engine whilst an organisation that is far more reactive, that has a firefighting approach to their service delivery and strict SLAs would benefit hugely from a dynamic scheduling system.

 

Mobile tools and communications:

It is fair to say that the biggest revolution in field service has come from the rapid explosion in mobile computing power.

Today’s smartphones are capable of greater computing tasks than even the laptops of just a few years back.

For the field service organisation, this is fantastic as it puts information at the field service engineers finger tips, empowers them to spend more time on maintenance and repair and less on activities such as paperwork and enables them to deliver a far more effective and impressive service experience for the customer.

 

"Engineer to engineer communications are seamless in today’s world, whether it be using dedicated built-for-purpose business tools or even free to use consumer solutions such as WhatsApp or Skype.."

 

Also, with the advent of smart phones, and then latterly tablets, has come greater communications tools than we could have ever expected ten years ago.

For example, engineer to engineer communications are seamless in today’s world, whether it be using dedicated built-for-purpose business tools or even free to use consumer solutions such as WhatsApp or Skype.

From a FSM solution standpoint again whilst a mobile app was a USP, an add on or even a separate solution entirely just a few short years ago, now almost all FSM solutions will come with some mobile offering included. However, whilst the mobile element in FSM technology is constantly evolving, essentially the most fundamental and core aspect that you want a mobile aspect of a FSM solution to do is to mirror your back-end solution and to do so in real-time.

 

Parts & Inventory Management:

Parts and Inventory management is perhaps an area that in the past has not received the focus and attention that it requires.

It has often been the mantra of field service organisations that they are aiming to get the right engineer to the right job, at the right time.

But that all becomes moot if the right engineer doesn’t have the right parts to hand as well.

Consistently at industry conferences, parts management remains a hot button and a common pain point for a huge amount of organisations.

So whilst it is exciting to talk about emerging technologies such as IoT and Augmented Reality - a primary focus should be on ensuring our field service operation is as efficient as possible at a fundamental level, and that means getting a grip on parts management.

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

One area where many companies get themselves caught out is by thinking that they can use a system such as a financial system that is designed at best for companies whose stock resides in static places such as warehouses and stores.

However, field service is far more dynamic than that, with parts moving back and forth and in and out of locations constantly each and every day.

 

Integration:

Finally, just a brief note on integration.

We are living in a world of data lakes, data rivers, data mountains and all other types of data topography it seems!

But all these vast swathes of data are meaningless unless you are able to draw insight from it, and quite often that means being able to let the data flow seamlessly from one set of business applications to another.

This is why integration is absolutely key in any modern business system – including FSM.

[quote float="right"]Integration is absolutely key in any modern business system – including FSM.[/quote]Of course, our vision of the future is that everything will be plug and play and all technologies will play well together nicely, but we aren’t quite there yet.

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

Whilst there are still some legacy systems that can prove very difficult to integrate with this is becoming less and less so in today’s day and age. Indeed, we are seeing more and more companies offering ‘off the shelf’ or ‘out of the box’ integration with the leading CRM, ERP and even Telematics solutions.

Finally, it is worth discussing with your providers how they are future proofing their products when it comes to integration – there is, for example, a large amount of proprietary technology centred around IoT at the moment and until accepted universal protocols are in place you want to make sure any investment you make is future-proof.

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

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

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

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

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

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

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

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Scheduling software has long been a foundational technology for field service companies allowing them to meet customer demands. Michael Blumberg lifts the lid on all of the key aspects of this crucial tool...

 

If you have spent any time in Field Service, you probably understand the importance of managing service delivery functions against key performance indicators (KPIs). Among the most critical KPIs in the Field Service Leaders track are First Time Fix (FTF), Service Level Agreement (SLA) Compliance or Onsite Response Time (ORT), and Mean Time to Repair (MTTR). These KPIs measure the effectiveness of a Field Service Organization (FSOs) in delivering quality service in a timely manner.

The inability to meet KPI targets may result in exponential costs, customer attrition and loss of revenue; whereas the ability to exceed customer expectations can result in customer appreciation followed by an increase in profit margins and sales. To effectively schedule/dispatch the right technician to arrive on time with the right parts and skillset plays a significant role in meeting these outcomes. This is definitely not a small feat for your typical FSO.

 

"Scheduling and dispatching Field Service Engineers (FSE) poses a challenge for most FSOs, particularly those with more than 5 FSEs. The reason behind this is there are many variables and factors involved..."

 

Scheduling and dispatching Field Service Engineers (FSE) poses a challenge for most FSOs, particularly those with more than 5 FSEs. The reason behind this is there are many variables and factors involved.

An FSO with only one or two FSEs and a few customers may not perceive scheduling to be a major challenge. The volume of service requests may be relatively low while the options of who, when and where to send them may be rather limited. Scheduling becomes more of a challenge as the volume of service requests (i.e., customers) and the number of FSEs increases.

Adding to this complexity are the business objectives and/or constraints an FSO must optimize to meet its scheduling requirements.

With additional constraints or objectives, the more difficult it becomes to produce a solid schedule. For example, if the objective is to only meet a response time commitment to the customer, then the decision is easy - assign the FSE who can arrive in a timely manner at the customer’s site.

If FTF, MTTR, and/or SLA Compliance targets are also part of the equation, it becomes even more difficult to produce that solid schedule. Adding a profit margin objective, high call volumes, multiple geographies, and a sizable pool of FSEs, the decision becomes even more overwhelming.

 

"The reason why scheduling is so excruciating of a task is that there are numerous factors that an FSO would need to create and evaluate to determine the optimal assignment for each FSE..."

 

The reason why scheduling is so excruciating of a task is that there are numerous factors that an FSO would need to create and evaluate to determine the optimal assignment for each FSE.

This is a time-consuming activity that requires an extensive amount of computational power to achieve. Many companies have suffered from a loss of time and resources in dealing with confusion and potential human error. The solution is Dynamic Scheduling Software.

Dynamic Scheduling Software provides FSOs with the feature-rich functionality that streamlines, automates, and optimizes scheduling decisions.

This technology ensures the FSO sends the assigned technician to the right job having the proper skill set and arriving on time. These applications typically leverage a scheduling engine that optimizes FSE job assignment. Scheduling engines vary in their complexity ranging from those based on business rules to Linear Programming (i.e. goodness of fit) techniques, Operations Research Algorithms (e.g., Quantum Annealing, Genetic Algorithms, etc.), or Artificial Intelligence (AI)/Self-Learning applications.

The complexity of the scheduling problem, number and types of resources involved, duration of tasks, and objectives to be optimized play a role in determining which scheduling engine is most functional.

Critical factors to consider may include whether the scheduling engine can handle:

1. multi-day projects or short duration field service visits,
2. people and assets (e.g., tools, parts, trucks, equipment) or solely people,
3. the number and types of KPIs that are part of the objective, and
4. route planning requirements.

In evaluating Dynamic Scheduling Software, FSOs are also advised to consider the following criteria:

• Cloud versus On-Premise Deployment Options
• Speed and Ease of Implementation
• Integration with Back-office Systems
• Availability of Real-time Visibility by the Customer
• FSO Requirements for Best of Breed or Integrated Enterprise Solution
• Total Cost of Ownership
• Return on Investment
• Vendor Industry Knowledge and Experience

There are over a dozen software vendors who offer some form of dynamic scheduling functionality for field service.

Obviously, no two Dynamic Scheduling applications are alike. Each one has their points of differentiation. The best solution is a function of the level of importance the FSO places on each criterion and how each vendor meets these criteria.

Regardless of which vendor is selected, the benefits of Dynamic Scheduling are clear.

In fact, industry benchmarks show that companies who implement these types of solutions can achieve a 20% to 25% improvement in operating efficiency, field service productivity, and utilization. The impact on bottom line profitability and customer satisfaction is substantial. To enable FSOs to provide customers with an Uber-like experience and significant profitability, FSOs should consider deploying Dynamic Scheduling Software as part of their service delivery infrastructure.

 

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Michael Blumberg, is President of the Blumberg Advisory Group 

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