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1 of 27
63%
average
workforce
utilization
Top 5 Tips To Increase Technician Utilization
Vidya Chadaga
Director of Product Marketing
Agenda
 Service & Field Service business
 Key success metrics
 Top 5 tips to improve one key
metric – Tech Utilization
 How ServiceMax can help
 Q&A
Forces in the Service Business
Complicated
Products
Rising
Performance
Expectations
Distributed
Operations
Sophisticated
Equipment
Younger
Workforce
Disconnected
Systems
Service
Organization
Improve
Customer
Service
Increase
Revenue
Reduce
Costs
Your Field Service Business
Service
Differentiation
Brand
Differentiation
Key Metrics that Impact Field Service
Increase First Time Fix Rate
Decrease Repair time
Increase Response Rate
Eliminate Warranty Leakage
Improve Technician Utilization
81%
customer
retention
40%
technician
idle time
3
work orders
per day
63%
average
workforce
utilization
Typical Field Service Process
Customer
Call
Dispatch Enroute Repair
Close &
Billing
Technician Utilization
Turn on auto-entitlement
Customer
Call Concerns
 Inconsistent, inaccurate entitlement checks
 No to access customer and service history
 Inability to investigate and resolve problems
Behind the scene
 Integrate field service and CRM solution
 Clarity on pricing and discounts
 Empower customers with self-service
Skills-based routing, its not a myth!
Dispatch
Concerns
 Technicians assigned on paper
 Manual dispatching
 Difficult to locate and adjust schedules mid-
way
Behind the scene
 Track whereabouts of tech
 Real-time readjustment of schedules
 Minimize tech time to and fro dispatch site
Put a smart device in your tech’s hand
Enroute Concerns
 Unable to locate customer site
 Lack of communication between
techs, dispatcher and customer
 Inability to notify delays, arrival times
Behind the scene
 Goodbye rugged devices!
 Communicate anytime, anywhere
 Be confident with inexperienced workforce
Don’t be afraid of Social!
Repair
Concerns
 Inability to resolve problems on-site
 Send tech again to solve same issue
 No visibility into service contract
Behind the scene
 Empower tech with collaboration solution
 Access to manuals and expert
 Real-time information sharing
Close work orders with one-click
Close &
Billing
Concerns
 Inability to up-sell or cross-sell
services/products
 Inaccurate data capture and invoicing
 Lack of central location for closing notes
 Cannot capture customer feedback
Behind the scene
 Close work orders electronically
 Sign off from customer on mobile device
 Roll-back feedback to home office
 After-service sales
Top 5 Tips to Increase Technician Utilization
Close work orders with one-click
Don’t be afraid of Social!
Put a smart device in your tech’s hand
Skills-based routing, it not a myth!
Turn on auto-entitlement
Transform the Service Lifecycle
Mobile CloudSocial
Complete HTML5-based Field Service Solution
Mobile-based Solution
ServiceMax Mobile
on-demand, anytime, anywhere
Smart PhonesiPadLaptops
ServiceMax is HTML5-based
ServiceMax in HTML5
 Meet the demands of BYOD
 Deployed to any device or
platform through the browser
 Consistent user experience on
Browser, Tablet, Laptop &
Smartphone
 Agnostic to operating system
and carrier
 Design-once-deploy-anywhere
Cloud-based Solution
Leveraging Force.com
Rapid innovation
 Core capabilities inherited from the platform
 100% focus on Field Service functionality
 Accelerated speed to market
Scalability, Performance, & Security
 Massive infrastructure, trusted by 100,000+
companies
 3 global data centers, full disaster recovery
 ISO 27001 Certified Security
 SAS 70 Type II certification
 99% guaranteed reliability/uptime
Customization, Integration, Extensibility
 Customize data objects, logic, workflow and UI
 Proven integration with back-office
 Empower your field tech with the
knowledge of your entire
organization
 Document and leverage tribal
knowledge
 Increase first time fix rates via
collaboration
 Keep the home office up-to-date
with what’s going on in the field
Social-based Solution
ServicePulse | Ticker | ProductPulse
It’s not about “being social”, it’s about delighting your customers
Business Needs of Global Leader in HVAC
Increase
Revenue
 One view of the customer
 Build better maintenance plans
 Dispatch a technician who is good at upselling
 Faster invoicing
 One more service call per day
Decrease
Costs
 Less dispatchers
 Scenario-based scheduling
 Decrease technician idle time and route optimization
 Mobile-device flexibility
 Integrate to Google maps and GPS
Improve
Customer
Service
 First call resolution (right person, right part, right time)
 360° customer view when they call
 Customer visibility into process
 Different entry points for a customer to report a problem
 Everyone has same information when talking with a customer
Right Technician at Right Time
Service Call
My Air-Conditioner Broken!!!
• Aged 8 Years
• Expired Warranty
• Recurring problems
Sales through Service
Up Sell Technician Response
$150
Fix it ? OR
$1500
New Product+
1yr Warranty
Skill Based Routing
Fix it Tech Fix it + Up sell
Tech
Results
$1500
+warranty
No sales involvement!
ServiceMax Trial
http://www.servicemax.com/landing/trial/
Try it for Free!
Q&A

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Top 5 Tips to Increase Field Service Technician Utilization

  • 2. Top 5 Tips To Increase Technician Utilization Vidya Chadaga Director of Product Marketing
  • 3. Agenda  Service & Field Service business  Key success metrics  Top 5 tips to improve one key metric – Tech Utilization  How ServiceMax can help  Q&A
  • 4. Forces in the Service Business Complicated Products Rising Performance Expectations Distributed Operations Sophisticated Equipment Younger Workforce Disconnected Systems Service Organization Improve Customer Service Increase Revenue Reduce Costs
  • 5. Your Field Service Business Service Differentiation Brand Differentiation
  • 6. Key Metrics that Impact Field Service Increase First Time Fix Rate Decrease Repair time Increase Response Rate Eliminate Warranty Leakage Improve Technician Utilization
  • 11. Typical Field Service Process Customer Call Dispatch Enroute Repair Close & Billing Technician Utilization
  • 12. Turn on auto-entitlement Customer Call Concerns  Inconsistent, inaccurate entitlement checks  No to access customer and service history  Inability to investigate and resolve problems Behind the scene  Integrate field service and CRM solution  Clarity on pricing and discounts  Empower customers with self-service
  • 13. Skills-based routing, its not a myth! Dispatch Concerns  Technicians assigned on paper  Manual dispatching  Difficult to locate and adjust schedules mid- way Behind the scene  Track whereabouts of tech  Real-time readjustment of schedules  Minimize tech time to and fro dispatch site
  • 14. Put a smart device in your tech’s hand Enroute Concerns  Unable to locate customer site  Lack of communication between techs, dispatcher and customer  Inability to notify delays, arrival times Behind the scene  Goodbye rugged devices!  Communicate anytime, anywhere  Be confident with inexperienced workforce
  • 15. Don’t be afraid of Social! Repair Concerns  Inability to resolve problems on-site  Send tech again to solve same issue  No visibility into service contract Behind the scene  Empower tech with collaboration solution  Access to manuals and expert  Real-time information sharing
  • 16. Close work orders with one-click Close & Billing Concerns  Inability to up-sell or cross-sell services/products  Inaccurate data capture and invoicing  Lack of central location for closing notes  Cannot capture customer feedback Behind the scene  Close work orders electronically  Sign off from customer on mobile device  Roll-back feedback to home office  After-service sales
  • 17. Top 5 Tips to Increase Technician Utilization Close work orders with one-click Don’t be afraid of Social! Put a smart device in your tech’s hand Skills-based routing, it not a myth! Turn on auto-entitlement
  • 18. Transform the Service Lifecycle Mobile CloudSocial
  • 19. Complete HTML5-based Field Service Solution
  • 20. Mobile-based Solution ServiceMax Mobile on-demand, anytime, anywhere Smart PhonesiPadLaptops
  • 21. ServiceMax is HTML5-based ServiceMax in HTML5  Meet the demands of BYOD  Deployed to any device or platform through the browser  Consistent user experience on Browser, Tablet, Laptop & Smartphone  Agnostic to operating system and carrier  Design-once-deploy-anywhere
  • 22. Cloud-based Solution Leveraging Force.com Rapid innovation  Core capabilities inherited from the platform  100% focus on Field Service functionality  Accelerated speed to market Scalability, Performance, & Security  Massive infrastructure, trusted by 100,000+ companies  3 global data centers, full disaster recovery  ISO 27001 Certified Security  SAS 70 Type II certification  99% guaranteed reliability/uptime Customization, Integration, Extensibility  Customize data objects, logic, workflow and UI  Proven integration with back-office
  • 23.  Empower your field tech with the knowledge of your entire organization  Document and leverage tribal knowledge  Increase first time fix rates via collaboration  Keep the home office up-to-date with what’s going on in the field Social-based Solution ServicePulse | Ticker | ProductPulse It’s not about “being social”, it’s about delighting your customers
  • 24. Business Needs of Global Leader in HVAC Increase Revenue  One view of the customer  Build better maintenance plans  Dispatch a technician who is good at upselling  Faster invoicing  One more service call per day Decrease Costs  Less dispatchers  Scenario-based scheduling  Decrease technician idle time and route optimization  Mobile-device flexibility  Integrate to Google maps and GPS Improve Customer Service  First call resolution (right person, right part, right time)  360° customer view when they call  Customer visibility into process  Different entry points for a customer to report a problem  Everyone has same information when talking with a customer
  • 25. Right Technician at Right Time Service Call My Air-Conditioner Broken!!! • Aged 8 Years • Expired Warranty • Recurring problems Sales through Service Up Sell Technician Response $150 Fix it ? OR $1500 New Product+ 1yr Warranty Skill Based Routing Fix it Tech Fix it + Up sell Tech Results $1500 +warranty No sales involvement!
  • 27. Q&A