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Day In the Life of a Field Service Manager: Dashboards Are My Co-Pilot
The document outlines a webinar discussing the transformative role of reports and dashboards in field service management, highlighting challenges like data overload and lack of real-time insights. It emphasizes the importance of accurate data, demonstrating how Servicemax assists organizations in improving decision-making, operational efficiency, and customer satisfaction through effective dashboard utilization. Additionally, it showcases Pitney Bowes' experiences with Servicemax, illustrating the tool's capacity for instant reporting and revenue maximization.
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Day In the Life of a Field Service Manager: Dashboards Are My Co-Pilot
- 1. A Day inthe Life of a Field Service Manager; Dashboards are my Copilot
- 2. Webinar Agenda VidyaChadaga, ServiceMax Business Challenges Role of Reports & Dashboards Mark King, Pitney Bowes Why I Use ServiceMax Demo of Pitney Bowes Reports & Dashboards
- 3. Visibility Challenges inField Service Too much meaningless data Low visibility into actionable insights Information from the past, not looking forward Lack of real-time information to decision makers Painful changing reports and updating dashboards
- 4. Better Data, BetterDecisions - Aberdeen Survey 91% of service executives believe access to timely and accurate data is ‘extremely important’ for operational and financial performance Best-in-class service organizations have 33% customer retention 21% increase in service revenue
- 5. Let our advance worryingbecome advance thinking and planning. ~ Winston Churchill Planning, and Planning Some More
- 6. How Reports &Dashboards Help Consume large amounts of information in simple, graphical way Management gets to monitor key performance indicators throughout the service business Establish one version of truth Perform side-by-side, multi-dimensional analysis Change parameters to reflect business changes
- 7. Common Field ServiceDashboards
- 8. Flawless Field Service,End to End The only complete field service solution. Delivered in the cloud.
- 9. Field Service Expertise 200+Customers in North America, Europe & APAC
- 10. Every connection isa new opportunity™ Transforming for Tomorrow Dashboards Are My Co-pilot
- 11. SMB’s Enterprise Public Sector Pitney Bowes– Company Overview >3000 patents >30bn Items of post per year >1m SMB customers Location Intelligence Software Secure Transactional Software Transactional QR Code Patent
- 12. Business Led User population Mobile solution SMB Enterprise Public sector Interface with SAP Client Care PitneyBowes & Service Max implementation
- 13. EXAMPLE MAP International Process Complexity SpainPortugal UK/Ireland France Benelux Italy Germany Nordic
- 15. Lasting impressions of PreviousSystem• You get what you are given • IT change request • Who have I off sick, training, holiday? • What happened last month? • Can I have it ASAP? • Couldn’t really explain it Pitney Bowes & ServiceMax First impressions of ServiceMax • Instant reporting at your finger tips • What is happening now? • What is my resource today? • Temperature gauge • Management tool • Full exposure • Very visible
- 16.
- 17. Ensuring engineers charge accordingly& understand the contract Captures FOC calls by the Call Agent Accurate reporting Captures average repair, Install, maintain & travel times by product European Dashboards Supports Utilisation Captures missed SLA’s Reports on engineers making contact Maximizing Revenue Operational Efficiencies Customer Experience Chatter – ServicePulse TCR (Technician comparison reporting) Trending What Can ServiceMax Offer?
- 18. Track performance Flexibility Resource &plan work Individual reporting Captures accuracy reporting Offers utilisation by individual depending on skill set Delivers an overall view of what an engineer does Stores comments & data Offers a wider community Ideas Maximizing Revenue Operational Efficiencies Customer Experience Chatter – ServicePulse TCR (Technician comparison reporting) Trending What Can ServiceMax Offer ?
- 19. Live demo My reports Mydash boards My trending information
- 20.
- 21. Complete Cloud-based FieldService Solution
- 22. Field Service MobileSolution ServiceMax Mobile on-demand, anytime, anywhere Smart PhonesiPadLaptops
- 23. Empower yourfield 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 Field Service Social Solution ServicePulse | Ticker | ProductPulse It’s not about “being social”, it’s about delighting your customers
- 24. Field Service CloudSolution ServiceMax is built on Force.com Extends Service Cloud Sales Cloud Marketing Cloud Service Cloud powered by
- 25. Flawless Field Service Perfectyour service delivery Maximize your service growth/revenue Delight your customers
- 26. ServiceMax Customer ROI Wesurveyed our customers to assess the true impact of ServiceMax 31% 14% 11% 16% Productivity Service revenue First time fix rates Customer Satisfaction scores -16% -16% Field service costs Average time to repair
- 27. Try it forfree! Sign up for a Free Trial at www.ServiceMax.com
- 28.
Editor's Notes
- #4 Field service management faces many challenges that ultimately dictate the creation and implementation of relevant business processes. On one hand service is commoditized, Customer demands and expectations are high. On the other hand, there’s the pressureto bolster service-related revenue and keep down service costs. To add to the mix is TOO MUCH MEANINGLESS DATA. Service data is pouring in from everywhere – there’s your customer data, your field tech personnel data, your internal business operations data, the products, parts and pricing data. Some data are real-time while some are more standard. No Field Service Manager or Director or Executive can humanly process all this information, real-time and in flavors needed by various audiences. You need real-time, actionable insights. Need to look forward into the future, not get into the catch-up game only looking at the past data. And lastly, you all know what is a CERTAINTY – that’s CHANGE! Your business processes change, your business needs change, the executive asks change. Now, reflecting this change so your insights are still meaningful is a BIG challenge.
- #7 Sample customers in High Tech/MFG
- #9 We help our customers achieve Flawless Field Service by delivering the most innovative and cutting edge solution available. We are the ONLY complete end-to-end suite of field service applications delivered in the cloud, driving transformation across all field service functions including: ContractsSchedulingPartsSocial CollaborationCustomer and Partner PortalsWe also offer full BYOD mobility across the product suite, and run on the most trusted and scalable cloud platform in the world.
- #10 ServiceMax is deployed to over 150 customers of all sizes across North America, Europe and Asia Pacific. These are just a few examples of our customers.
- #22 Our contribution to this transformation is the world’s only complete cloud-based field service.At the core is our Installed Base and Entitlements capabilities, where you are able to track your customer’s equipment at the detailed component level. Where you can design and implement any time of contract you can dream up to appropriately service your customer.With scheduling – managing work orders, dispatching service engineers through our dispatch console, or our optimization engine Optimax.Parts, parts parts – where are the parts – we track them wherever you stash ‘em – vans, depots, etc. And now our newest module Spare Parts and Reverse Logistics (SP&RL ). More on that shortly.ServicePulse to leverage the power of Chatter. To collaborate with the best and brightest within your company, wherever they are. The Ticker to track the key customers or projects, and ProductPulse to actually interact directly with the equipment in the field without human interaction.Finally – we’re taking this capability and working feverishly to develop the absolute best experience on the most compelling mobile devices today.
- #23 Now let’s talk in more detail about some of the key aspects of ServiceMax that make us different from legacy service solutions. Our cutting edge Mobile solution ensures critical service information and customer data is at your fingertips, no matter where or when. With ServiceMax Mobile, your field techs, service managers and executives can access the ServiceMax Suite via a choice of mobile devices, such as an iPad, smartphone, or laptop, Calendar view of work orders and tasksGPS route planning and step-by-step driving directionsInvoicing with on-the-spot signature captureReal-time problem resolution – ServicePulse, FaceTime
- #24 For us in the field service space, these technologies are not just about being “social”. This is not like “Facebook for Work” where you’re letting your colleagues know where you went for lunch. Rather, our social collaboration solution ServicePulse, which is built on the power of Chatter from Salesforce.com, is entirely about increasing real-time knowledge and collaboration to delight customers. When your entire organization has access to the expertise and tribal knowledge of the entire organization, you can solve customer issues at lightening speed. Your office-based team can also stay 100% up to date and on the pulse of what’s going on in the service operations.1. Studies show that the most successful social businesses have strong engagement from the CEO and other executives.2. Eliminate “too much noise.” Groups let you just see what’s relevant to you.3. Every technology has early adopters that influence the rest of the ecosystem. Find your influencers and make them champions that will fuel adoption and use-cases.4. Common question: How will ServicePulse help me do my job better? The answer: Define use-cases for ServicePulse that involve existing processes to necessitate adoption and demonstrate the value5. Make it a part of your training program so the importance of ServicePulse is reinforced.6. Make sure everyone is aligned on the value and vision of ServicePulse.
- #25 ServiceMax is built on the power of the Force.com cloud platform from Salesforce.com. We are tightly integrated to the Service Cloud offering from Salesforce and we extend Service Cloud to field service, giving you a complete Service Life Cycle Solution in one technology solution.
- #26 Imagine Flawless Field Service. Imagine eliminating inefficiencies, driving growth, and solving customer issues sometimes before they even know they have a problem At ServiceMax our mission is to help our customers deliver the best field service possible to their customers. We do this by helping customers perfect their service delivery process, drive revenue growth, and not just satisfy customers, but delight them.
- #27 Customer survey results on one slide..