Contractor Management in FSL (November 28, 2016)

1. Contractor Mgmt in FSL
● Define
● Qualify
● Implement
Nikolai (Niko) Avrutov
nikolai.avrutov@clicksoftware.com

2. Agenda
● Contractor Defined
● Qualify requirements
● Demo with excellence
● Q&A

3. “Contractor” - defined
Outlining 3 categories

5. Contractor Types and Where You are Likely to Find Them
● 100% dedicated to the
company with visibility
to availability
● Employment terms are
of an external employee
● Multiple resources
● Single point of contact
● No visibility to
availability etc
● Part time
● Named or Company
● Limited Visibility to
availability etc
Named Contractor Contracting Company Occasional Contractor
Supported, but commercially
Challenging at the moment
Supported by FSL Supported by FSL

6. Qualify
Determine what kind of contractor your prospect is working with and how

7. Qualification questions - what kind of contractor
Do you work directly with individual contractors or their schedulers/supervisors?
Do you have visibility to contractor’s skills and availability?
What are your top 3 challenges in working with contractors today?
How do you assign work to contractors today?
Do contractors confirm receipt of work?
What kind of information do you gather from the work contractors do? Is it different from the info gathered by
internal resources?
How do you prioritize when to use contractors vs internal resources?
Are contractors paid per job or hourly? How about travel?
Company contractors - what scheduling systems do they use?

8. Addressing Contractors in
an Implementation
Implement with Excellence

9. Named Resource vs. Capacity Based
❏ Easy to show and use functionality
❏ FSL offers most advanced contractor-related
functionality available on the market
❏ Scheduling logic differentiates for contractors
❏ Emphasize broader functionality
❏ Communities - excellent use case
Key:
● You are covered from
functionality perspective
● Biggest challenge is in actually
working with contractors
● Help your customer define the
best strategy

10. Resources

11. Leverage the Video Guide to Discover Current Abilities
● 20+ ~3min videos
● All aspects of the app
○ (Features, Optimization, UI, Logic)
● Covers all roles
○ (dispatch, agent, technician, admin)
Excellent reference for quick and insightful answers
https://www.youtube.com/watch?v=C3Ta7w-NQVU

12. thank y u
nikolai.avrutov@clicksoftware.com