Field service best

Post on 27-Nov-2014

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Field Workforce management survey. A survey of 64 companies and how they transformed their field service teams to increase their sales and improve customer and brand loyalty. Mobility in the field enabled customers to utilize smart devices to view the status of work orders, tickets, and rate each work order.

Transcript of Field service best

info@mobile-logix.com 602-492-8940www.Mobile-Logix.com info@mobile-logix.com 602-492-8940www.Mobile-Logix.com

Mobile Workforce Management

Field Service Game Changer SurveyHow 64 Companies Told Their Story and

Improved Their Bottom Line…

www.Mobile-Logix.com

info@mobile-logix.com 602-492-8940

info@mobile-logix.com 602-492-8940www.Mobile-Logix.com

Field Service Game Changers

64 Companies participated in a survey on how they moved the chain with their customer satisfaction.

The Results were an average of 34 % increase in Revenue

42% Reduction in “2nd Time Repairs”

Compiled here is a list of the steps they took and how they got there.

www.Mobile-Logix.cominfo@mobile-logix.com 602-492-8940

info@mobile-logix.com 602-492-8940www.Mobile-Logix.com

Field Service Game Changers

Allowing Customers to schedule their own appointments online reduced back office time and increased sales by 14%

Empower Customers to Schedule their own appointments online and through smart devices

www.Mobile-Logix.com info@mobile-logix.com 602-492-8940

info@mobile-logix.com 602-492-8940www.Mobile-Logix.com

Field Service Game Changers

Companies that set up alerts to customers on key metric equipment items increased sales by 13%

Notify Customers before they call with “status” updates on equipment and material health

www.Mobile-Logix.com info@mobile-logix.com 602-492-8940

info@mobile-logix.com 602-492-8940www.Mobile-Logix.com

Field Service Game Changers

Customer service cancellations were reduced by 31% when communicating with customers on date/time alerts electronically

Alert Customers of Scheduled Service Times along with Job Information Electronically

www.Mobile-Logix.com info@mobile-logix.com 602-492-8940

info@mobile-logix.com 602-492-8940www.Mobile-Logix.com

Field Service Game Changers

The number of cancellations and missed appointments were reduced on average of 16%

Communicate with customers when “en-route” to reduce cancelled appointments

www.Mobile-Logix.com info@mobile-logix.com 602-492-8940

info@mobile-logix.com 602-492-8940www.Mobile-Logix.com

Field Service Game Changers

Customer Satisfaction Increased with Customer Portal Transparency

Provide Customers with Personal Service Portals Online and Through Smart Devices

www.Mobile-Logix.com info@mobile-logix.com 602-492-8940

info@mobile-logix.com 602-492-8940www.Mobile-Logix.com

How to Gain Customer Wins

• Real Time Progress (Daily)

• Customer Portal

• Map View of Past/Current/Future

• History of Work Performed

• Notified en-Route Activity

• Picture of Field Rep / Foreman

Project Owner

Field Resources

info@mobile-logix.com 602-492-8940www.Mobile-Logix.com

Gain Field Wins

• Notified when Scheduled

• “10-4” Accept Work, Status Work

• Spec Attachment

• Direct Work Entry into Mobile Device

• Map View of Work Location

• Proof of Service (GPS, Photo, Signature)

• Directory Assist - Employee/Customer

Field Resources

info@mobile-logix.com 602-492-8940www.Mobile-Logix.com

How to Transform Back Office Field Service

• Resource Availability / Schedule

• Repeatable Work Package Steps / Training

• Real time view of work status

• Map View of Work Location(s), Equipment, Vehicles

• Proof of Location (GPS, Photo, Signature)

• Proof of Time (Planned / Logged / Actual)

• Expedited Invoicing / Change Approvals (field signature)

• Satisfaction Survey

• Historic Costs/Production Central Access (Sales, Support, Training, Customers)

Behind Schedule

Behind Costs

On Track

Project Admin

info@mobile-logix.com 602-492-8940www.Mobile-Logix.com

Manage Across All Project Types

Capital Projects

Service/Short TermProjects Warranty

Schedule Resource/Cost Load

Schedule Daily/Weekly

Schedule Daily/Weekly/Annual

info@mobile-logix.com 602-492-8940www.Mobile-Logix.comwww.Mobile-Logix.com

info@mobile-logix.com 602-492-8940

info@mobile-logix.com 602-492-8940www.Mobile-Logix.com info@mobile-logix.com 602-492-8940www.Mobile-Logix.com

Quick Cost Reduction Results…

Revolutionize Field Expectations

• Arrival Verification

• Time of Work (Planned/Actual)

• Elimination of Wait Time 18% (Customer Validate)

• Reduction in Operating Costs 33% / Time on Tools

Increase Sales by 16%. Improve Productivity 34%.

info@mobile-logix.com 602-492-8940www.Mobile-Logix.com

Project / Job / Phase Code / Activity

Hours Hours

Quantities

Job Level Activity Activity Detail

Equipment

Quantities

Hours

info@mobile-logix.com 602-492-8940www.Mobile-Logix.com info@mobile-logix.com 602-492-8940www.Mobile-Logix.com

Owner / Subcontractor Portal

• Project Status

• Plan vs. Progress

• % Complete/Qty Update

• Cash Flow, Earned Value

• Resource Planning

• Exception Alerts

• Expedite Invoicing

Visibility:

How the Project/Work is doing….

info@mobile-logix.com 602-492-8940www.Mobile-Logix.com info@mobile-logix.com 602-492-8940www.Mobile-Logix.com

Attach Images and Notes from Field

Insert User Based Reminder Notes for Daily / Weekly

Tasks

info@mobile-logix.com 602-492-8940www.Mobile-Logix.com

Activity Scheduler

Activity by Expertise

Schedule by Expertise

www.Mobile-Logix.com

info@mobile-logix.com 602-492-8940www.Mobile-Logix.com info@mobile-logix.com 602-492-8940www.Mobile-Logix.com

Material / Inventory Reorder Alerts

MaterialInventory

info@mobile-logix.com 602-492-8940www.Mobile-Logix.com info@mobile-logix.com 602-492-8940www.Mobile-Logix.com

Vehicle/Equipment Maintenance Management

Vehicle / EquipAssigned to Sub /

Supervisor

Update / AlertVehicle / Equipment

info@mobile-logix.com 602-492-8940www.Mobile-Logix.com

Field to Control Tower Workflow

Field Select ActivitySelect In ProgressSelect Complete

Time/GPS Reflected in Record

Updates from Field on All Activities Are displayed in

Control Tower Status

www.Mobile-Logix.com

info@mobile-logix.com 602-492-8940www.Mobile-Logix.com

Safety Certification Reports / Meetings

Sub Contractor Insurance On File

Safety Qualification

Meeting Requirements:Pre Construction Meeting

Site Safety OrientationForeman’s Site Requirement Review

Foreman’s MeetingSafety Review

Daily Safety Walk Around Checklist

www.Mobile-Logix.com

info@mobile-logix.com 602-492-8940www.Mobile-Logix.com info@mobile-logix.com 602-492-8940www.Mobile-Logix.com

Key Integration ERP / CRM Points

Leverage existing•Configure All Master Data

– Employee Master– Inventory Master– Vendor Master– Equipment Master– Material Master

Connect master data with Event Monitor for Master Data Updates