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THE BRAINLAB
SERVICE CLOUD
Björn Carstensen
Director Customer Support
GOAL OF THIS PRESENTATION
• Provide high level overview of Brainlab Service Cloud
• Stimulate and trigger ideas
• Give insight into Critical Success Factors and Challenges
1/16
COMPANY
INTRODUCTION
COMPANY KEY FACTS AND FIGURES
1100 220200
3,00020,000 35 3/16
KPI
CRITICAL
SUCCESS
FACTORS
PROCESS
Enforce
Utilization
Design Efficient
Processes
Measure
Performance
4/16
DESIGN – ENFORCE - MEASURE
PROCESS
THE BRAINLAB SERVICE CLOUD
KPI
CRITICAL
SUCCESS
FACTORS
PROCESS
GOALS OF THE SERVICE CLOUD
IMPROVE CUSTOMER MANGEMENT
• Transparency
• 360° Customer View
• Engineer Work List
• Faster Processes
5/16
CUSTOMER
SURVEY
SPARE PART
ORDERING
COMPLAINT
HANDLING
SERVICE CLOUD STRUCTURE
6/16
FIELD
SERVICE
REPORTING
CASE
MANGEMENT
MILESTONES
7/16
December ’10
Go-live Service
Cloud
Master Data
Integration with SAP
July ’11
Fully automated
service process
Integration with SAP
CS
October ’12
Complaint system in
salesforce
November ’12
Automated Spare
Parts Process
April ’13
Clicktools Customer
Satisfaction
Net Promoter Score
CASE
MANGEMENT
FIELD
SERVICE
REPORTING
COMPLAINT
HANDLING
SPARE PART
ORDERING
CUSTOMER
SURVEY
CASE MANAGEMENT
8/16
ESZZ
• Case is central object
• 1Case = 1 Customer Request
• Case Comments document service activities
• Case Owner defines next person in charge
FIELD SERVICE REPORTING
9/16
ESZZ
• Planned Service
• SAP Service Order eFSR in SFDC assigned
to engineer
• Engineer adds work and time (Event) report
• Customer receives PDF via mail
• Automated booking in SAP
• Unplanned Service
• SFDC Case created by engineer
• Per on-site visit eFSR is created
• Customer receives PDF via mail
• Automated booking in SAP
COMPLAINT HANDLING
10/16
ESZZ
• Mandatory for Medical Device Manufacturers
• Full integration with Case Management
• All Cases reviewed by QM for structural errors / patient risks
• Classification: Complaint vs. Service Case
• Complaints require root cause investigation
• PDF functionality for audits and authorities
SPARE PART ORDERING
11/16
ESZZ
• No Case  No Spare Part
• Approval process depending on part value
• SAP material master interface
• Update of SAP installed base
• Escalation of unreturned parts per engineer
CUSTOMER SURVEY
12/16
ESZZ
• Service survey send after each closed Case
• We consider your problem solved…do you agree?
• Customer feedback triggers survey follow-up
• Method: Net Promoter Score
• NPS = % of Promoters - % of Detractors
• Account satisfaction level as traffic light
Customer
Satisfaction
Detractors
(score 0-6)
Passives
(score 7-8)
Promoters
(score 9-10)
Would you recommend our Products /
Service to a friend or colleague?
ESCALATION MANGEMENT
13/16
ESZZ
• Event Timing Scale (ETS) = Case Criticality
• ETS defines resolution deadline
• Technical Escalation
• Time to perform next action
• Clock reset after each action completed
• Manager receives mail notification
• Management Escalation
• Time to solve customer problem
• No reset of deadlines
• Weekly report prioritized per management level
Strategic
Importance
System
Status
Contract
Status
Complaint
Type
ETS
CRITICAL SUCCESS
FACTORS
KPI
CRITICAL
SUCCESS
FACTORS
PROCESS
Success Factors
14/16
• Triple C Follow-up: Consistent + Continuous +
Consequent
• Management buy-in for escalation procedure
• Maintain high level of transparency and visibility
• Ensure business ownership
• Listen and continuously fine tune
Challenges
15/16
• Case vs. Personal Communciation
• Manager Case follow-up
• Lack of trust vs. Process control?
• 3rd party service provider interactions
ACTIONABLE KPI’s
KPI
CRITICAL
SUCCESS
FACTORS
PROCESS
ACTIONABLE KPI‘s
• Focus on primary KPI‘s
• Regular publishing
• Easy to understand
• Incentivize Employees
Speed + Quality = Customer Satisfaction
• Speed = Mean Time to Solve (MTTS)
• Quality = Net Promoter Score (NPS)
16/16
FIELD
SERVICE
REPORTING
CASE
MANGEMENT
SPARE PART
ORDERING
CUSTOMER
SURVEY
COMPLAINT
HANDLING
14/14
QUESTIONS?
Arlanis Reply - Die Service Cloud im Einsatz: Support und Service in der Medizintechnik

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