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FieldpowerOverviewBrochure
- 2. © 2010 ZSL INC. All rights reserved.
1
FieldPowerFeaturesandFunctions
FieldPower
Features and Functions
Contents
FIELDPOWER.............................................................................................................................. 2
BENEFITS .............................................................................................................................. 4
VALUE.................................................................................................................................. 4
FEATURES ................................................................................................................................. 5
WORK ORDER MANAGEMENT.................................................................................................... 5
SCHEDULING & OPTIMIZATION .................................................................................................. 6
TECHNICIAN MANAGEMENT...................................................................................................... 7
DISPATCH CONTROL ................................................................................................................ 8
TECHNICIAN ACCESS ................................................................................................................ 9
MOBILE FIELDPOWER .............................................................................................................. 9
MULTI VENDOR MANAGEMENT.................................................................................................. 9
REPORTING ......................................................................................................................... 10
ADMINISTRATIVE FUNCTIONS .................................................................................................. 10
LIVE MAPS .......................................................................................................................... 11
QUALITY CONTROL................................................................................................................ 11
CRM ................................................................................................................................. 12
INVENTORY MANAGEMENT..................................................................................................... 12
ABOUT ZSL INC ........................................................................................................................ 13
STRATEGIC ALLIANCES & SPECIALIZED EXPERTISE ............................................................................. 14
ZSL CONTACT INFORMATION....................................................................................................... 14
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FieldPowerfeaturesandFunctions
© 2010 ZSL INC. All rights reserved.
Fieldpower
FieldPower is a leading commercial Field Service Management application that is currently utilized in
many regions and languages around the globe. FieldPower is available either as a hosted application or
as an on-premise application, according to client requirements and preference.
One of the primary attributes of FieldPower is the ability to optimize internal operation efficiencies
through picking the right technician, with the right skill, at the right time, with the right equipment and
parts at the lowest cost per job. Allocating the right resource of manpower and material with optimized
routes is accomplished with a complex algorithm that adjusts with client configuration in the
application. Improving the ratio of repair time to drive time, improving service levels, and simplifying the
user interface improve internal efficiencies and increase customer satisfaction.
Optimizing Field Service Operations is a complex task that demands command of logistical, technical,
and commercial aspects of the business. Effectively managing field service to achieve SLAs while
minimizing costs requires precise knowledge of customer obligations and provider capabilities. Making
real time adjustments in the face of unexpected events requires a very dynamic response. FieldPower
offers a Comprehensive Field Force Automation system designed to provide complete management of
the task assignments to skilled and available technicians. FieldPower includes Work order assignment,
scheduling, dispatching, maintaining the task status, reporting, and spare parts inventory with service
allocation. FieldPower has the rich functionality required to enable you to achieve optimum technical
and commercial performance.
Fieldpower’s Workforce Management solution has the capability to plan and dispatch field service
personnel and properly stocked vehicles to customer locations in a scheduled manner. This solution
automates the end-to-end processes for the work force and enables dispatchers and managers to easily
track all Field Engineer activities. FieldPower has the ability to send SMS messages and email alerts to
the technicians in the field for real time schedule changes, important updates, or incoming customer
comments. Dispatchers have the ability to dynamically schedule and reschedule jobs that are in
jeopardy of missing commitments or established service levels. Field delivery personnel and service
technicians have real time connectivity and communication with central dispatch, regional warehouse
hubs, and coordination with necessary nearest available resources.
- 4. © 2010 ZSL INC. All rights reserved.
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FieldPowerFeaturesandFunctions
Web Based Online Solution: FieldPower is a secure web based solution. Deployment of the application
is centralized, which simplifies maintenance and system updates. Online hosting alleviates the necessity
to download or update specialized software or hardware restrictions. The online hosted environment
provides greater security and administrative controls, removing the risk from hardware in the field.
Master Data Management: Master data includes records about technicians, vendors, service levels,
parts, region and routes, etc. Master date is used to automate many of the decisions and transactions,
applying administrator configured business rules which can be easily imported and maintained.
Reports: A variety of reports can be queried, generated, exported, printed, or emailed. A detailed
history of transactions and results related to the Work orders is available for reporting. Reports and
graphical dashboards have drill down options to review high level performance or low level detail with
the click of a button. You also have the controls to dynamically build a query based on your preferences.
Security: FieldPower provides secure connections for data transfer between the browser and the
database by implementing SSL and data encryption as required.
o Secure login for each user, including Dispatcher, Technician, Vendor, and Customers.
o Top ten security vulnerabilities as specified in the OWASP (Open Web Application
Security Project) including cross-site scripting and SQL injection are addressed
o Sensitive data such as passwords are stored in encrypted format
Audits: FieldPower provides complete audit tracking functionality for all transactions. An audit trail log
for each activity is maintained to track user, activity, and date / time.
o User login audit trail
o Application error logs
o Audit trail for master records ( who and when the records are created or updated)
User Rights Management: User management and access to the application are tightly controlled and
configured with the role based access control module. System administrators establish user roles and
assign eligible menu items, activities, print or export capabilities, and then assigned users to roles.
Scalability: You have the ability to handle any number of Field Engineers, Vendors, Dispatchers and
administrative users. You can create multiple regions to manage geographic groups of personnel.
Inventory Management: State-of-the-art inventory management enables you to manage parts and
equipment by status and valuation. See real time inventory availability, allocated inventory, items
pending return for credit, and items on order. Automatically assign replenishment stock levels, manage
vehicle inventory, and make better use of available internal stock reallocation to minimize procurement
costs. Tangible savings are realized when inventory and assets are properly managed.
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FieldPowerfeaturesandFunctions
© 2010 ZSL INC. All rights reserved.
Benefits
User Friendly and intuitive, learning to use the system is quick
Scalable Architecture
Secure Web based environment, easy upgrades and enhancements
Route Optimization reduces travel related expense and improves technician utilization
State-of-the-art inventory management and parts replenishment, better allocation of inventory
First call scheduling based on an algorithm of eight variables
Intelligent monitoring and management using exception based analytics, quick alert and
resolution to potential problems when symptoms occur
Enhanced Cost Savings
Enhanced Ratio of Schedulers to Field force
Enhanced Customer satisfaction
Increased Retention of Service Revenues
Value
Complete Field Visibility at Centralized dispatch
Access on Handheld Mobility Devices such as laptop, NetBook, or handheld Smartphone
Reduces the learning curve of Dispatcher and Technicians
Share learning and experiences in a real time forum and build library of knowledge by Job Level
Customer Retention Manager CRM database with historical reference
GPS mapping with driving directions, avoid congested traffic, least use of toll roads, etc
SMS Text Alerts to Technicians
Cultural readiness to embrace friendly user interfaces, simple navigation, powerful knowledge
search utilities, and quick problem resolution alternatives drive the technology roadmap. The
technicians, call center agents, and management drive the technology to support user needs
(not the other way around). Employee satisfaction contributes to customer satisfaction!
Optional Credit Card Payment Processing in the field
End User Consumer Portal - Customer online requests as an optional enhancement
Enterprise governance determines consistent business rules
Regional coordination and management of inventory and technicians with overall roll up views
High volume, short and variable duration jobs, multi-day jobs
Assign One or two man crews (supports multi-jobs / multi-technician assignments)
Skill-based assignments
Coordinate delivery of parts and accessories with technician schedules as applicable
Real Time alerts identify exceptions and offer intelligent recommendations for response
Real Time Queues and Board Views enable easy identification of pending tasks
Flexible / adjustable responses – Typically only 60% of in-home service follows expected process
and appointments, variable real time adjustments accommodate unexpected deviations
Manage Skill Sets and Certifications by technician and allocate jobs by skills
Manage technician and delivery calendars and schedules
Reschedule, repeat call, and recurring route schedule options
Real time updates of technician productivity and schedule
Defined Territories, out-of-service area alerts, and regional reporting
Truck stock inventory and cycle counts with transferrable inventory to / from hub
Replenishment and procurement supports best price and availability match
- 6. © 2010 ZSL INC. All rights reserved.
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FieldPowerFeaturesandFunctions
Features
Work order Management
Scheduling & Optimization
Technician Management
Dispatch Control
Technician Access
Mobile Fieldpower
Multi Vendor management
Live Maps
Reports & Dashboards
Quality Control
Inventory Management
Administrative Functions
Work Order management
Customizable work order Page
Complete end-to-end work order management
Schedule recurring Work Orders
Support Multiple Service Requests
Support one or more Jobs with Single or Multiple Technicians
Track Field Activity inside the work order
Track closure information
Track Payment information
Schedule a technician from the work order
Automatic or Manual scheduling options
Extensive Audit Trails
Quick Search & Advance Search
Field Status
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FieldPowerfeaturesandFunctions
© 2010 ZSL INC. All rights reserved.
Scheduling & Optimization
Work order scheduling based on intelligent business rules and reality, FieldPower‘s® field service
scheduling evaluates multiple variables in real-time to find the right resource with the right skills at the
right time. As circumstances change, FieldPower continuously re-optimizes and redistributes the
workload across the mobile workforce. Automatic scheduling sets appointments without human
intervention, balancing lowest cost, best customer service, and SLA’s. Field service scheduling fits the
changing needs of your business, winning the trust of your dispatchers and schedulers by enabling them
to work flexibly in automatic or manual scheduling modes to suit their needs and experience.
Intelligent first call scheduling
Multiple vendor and technician work schedules
Service Levels and Priorities
Future technician location consideration
Drive Time estimation
Rush Hour allowances and adjustments
Job duration and Overtime avoidance
Parts availability and allocation
Skills and Certifications based assignments
Field service scheduling options include exact matching by skills, certifications, and region as well as
having SLA and overtime alerts. Customer automatic scheduling allows the options of
Exact time Plus or minus a variable number of minutes
AM or PM
Same Day
Plus or Minus a number of days
In order to reduce the Truck cost and save money, FieldPower provides intelligent Route Optimization.
FieldPower system analyses all Jobs scheduled on a particular date and attempts to optimize the route
for delivery personnel.
Drive time calculation mode(Actual or Straight line measurements)
Based on Follow-up of job concept (Jobs carried out Sequentially)
Shortest Path
Customer Preferred time
Assignment of skill based technicians with corresponding parts allocation
- 8. © 2010 ZSL INC. All rights reserved.
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FieldPowerFeaturesandFunctions
Technician Management
Manage technician calendar and availability
Manage working hours, training hours and holidays
Maintain different start and end Times for each technician on a daily basis
Maintain the length of lunch and breaks and available time separately for each technician
Technical Skill Mapping and certification Mapping
Manage technician by Region and Geographical View
Note: “Technician” often implies repair services or engineering. However, managing schedules and
dispatch for Delivery and Installation is the same as managing schedules and dispatch for “Technician”.
Create skill sets for delivery only, installation only, or combination of delivery and installation
capabilities. Then assign the skills sets to jobs that require delivery and / or installation services. This is
important because labor rates for delivery services may be different from installation or repair, even
though the process for managing your operations is conveniently consistent.
- 9. 8
FieldPowerfeaturesandFunctions
© 2010 ZSL INC. All rights reserved.
Dispatch Control
Provide customers with accurate, definitive, dynamic solutions using real time dispatch from
FieldPower. Locate, communicate and start the correct technician on his way, while providing the
customer with an expected arrival time. Mobile workforce real time dispatch software analyzes
availability, location, drive time, SLA, skills, and each vendor or technician schedule - performing
thousands of calculations in seconds to arrive at the correct technician.
Work that requires immediate attention based on Priority, SLA, Jeopardy Alerts
Work that should be happening in the next hour or later the same day
Workers that have unassigned work periods
Automatic or Manual SMS Messages to Technicians from Dispatcher
Optional Enhancement for Two way SMS communication between Dispatcher & Technician
The real time dispatch view allows you to reassign work(System will suggest the alternate Technicians),
text the technician, receive conformation of time of arrival at the customer location, and display driving
directions – all in one place, at one time, and while keeping a complete history of events.
Delivery schedules can be established with predefined routes on recurring days of the week, or days of
the month. Customer deliveries can be set based on established routes and estimated time of arrival.
Real time adjustments of routes can accommodate unexpected variations in customer availability, while
maintaining maximum travel time optimization by location.
- 10. © 2010 ZSL INC. All rights reserved.
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FieldPowerFeaturesandFunctions
Technician Access
Duty Roster
Technician access to personal job assignments and provides real time status updates from field
Travel time estimation and actual time tracking
Actual working time tracking
Job status tracking
Work progress tracking
Save remarks and learning
Parts requested, part received, parts installed, parts returned for credit
Alert technician to parts returnable for core credit, track returns by technician
Alert technician to field scrap parts to Recycle
Customer Signoff details with completed job email to customer
Field Payment Processing option
Mobile Fieldpower
Instant dispatch of service call information to mobile devices
Real-time status feedback from field to central dispatch and customer service
Automatic connecting and reconnecting as users move in and out of cell coverage areas, with
storage of work data on mobile device
Time tracking and field service mobility reporting
Job acceptance, reschedule requests, or rejections
Location and Navigation
SLA and SMS alerts
Multi Vendor management
Options for maintaining vendors
Options for maintaining employees / technicians by vendor
Client Admin can create users for vendors
Vendor can allocate / schedule a task to their own user / technician
Limited access rights and permissions to vendors and their Users
Vendors can view only their own tickets and update details accordingly
Vendors can view only their own employee information and calendar
Severity level for escalation (levels 1, 2, and 3) sent to the respective persons
Vendor can view their Technician reports, such as utilization, quality, availability, revenue, etc.,
Vendor can put their availability, and schedule their own technician(s) online
Each Vendor can create a region / location based on zip code
Each Vendor can create Technicians based on their specialization, skill sets and experience
Each Vendor can upload their own logo and themes for the vendor company
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FieldPowerfeaturesandFunctions
© 2010 ZSL INC. All rights reserved.
Reporting
Reporting measures quantity, quality, and cost effectiveness, and presents this information in a way that
allows you to make decisions and forecasts. FieldPower reporting provides operations management
with the information to run daily operations, as well as an overview of progress, cost, and profitability.
FieldPower includes more than fifteen field force automation reports that have historically been proven
useful to client companies in the past. Furthermore, you have the option to produce your own reports
dynamically and save your personalized report settings. If you prefer, we can customize reports for you.
All the reports are having Drill down feature and export to Excel, PDF or Doc formats. Each report has a
variety of selection criteria. The following are some of the most popular reports:
Availability of Technicians to work dates vs. Customer call Dates
Reporting showing multiple visits to solve the same problem
Appointment Scheduled vs. Technician Work Date Report
Appointment Requested vs. Scheduled Date Report
Effectiveness of Utilization of time report
Number of billable Truck Roll reports
Appointment Report
Work Resolution Report
Revenue Produced Report
Summary of all Work Tickets
Life Time Report
Quality Report
Inventory Report
Audit trail report
Administrative Functions
Manage user roles, rights, and restrictions
Create, manage, and report custom fields dynamically
Create and manage skills and certifications
Manage Service Level Agreements, Warranties, and Extended Warranties
Create and manage SMS Templates
Manage Zip Codes and Postal Codes
Regional management
Vendor Management
Manage cost and valuation
- 12. © 2010 ZSL INC. All rights reserved.
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FieldPowerFeaturesandFunctions
Live Maps
Visualizing worker and customer locations on maps enables the overview required to make important
“big picture” decisions. The Geographic Information System (GIS), made by combining GPS with
Microsoft's Virtual Earth, gives insight to improve business decisions. Location based service mapping
provides a view of your field service operations. It also adds a visual dimension to your reporting.
Improve your business decisions by using mobile field force location based service from Virtual Earth to
represent field or asset locations. Inventories can be added to the map to present more background.
Field service management location based service provides information in familiar road map format.
Businesses can use the Field Service location based service software to find the exact type and status of
their field processes. This maximizes the efficiency of dispatching and deliveries to optimize task
completion. If there are changes, the mobile workforce location based service application can suggest
alternatives to remove wasted time and resources.
Quality Control
The quality of work performed from the customer’s point of view is extremely important both for
retaining customer loyalty and for your company’s reputation. FieldPower provides an independent
Quality Assurance module so your customers can privately tell you what they thought of the work and
why, and offer suggestions for improvement.
Once work is complete, FieldPower emails your customer with a web site address and personal login so
each consumer can rank work that was performed. Each login is unique to the particular work order or
ticket. ZSL Inc works with you to design a series of questions about the quality of the work so the
customer can quickly provide you with feedback and suggestions for improvement. The survey is also an
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FieldPowerfeaturesandFunctions
© 2010 ZSL INC. All rights reserved.
opportunity for you to offer extended service coverage, accessories, or special promotional offers
targeted to the specific customer. Boost customer loyalty and potential additional revenue.
The results of the consumer survey can be integrated with the quality reports already available from
FieldPower. Access to customer information can be restricted within your company.
CRM
Customer Retention Manager is included in FieldPower
Search customer contact records with powerful filters and search tools
Manage Business Company or Consumer Residential Sites
Supports distinction of Service and Billing addresses, Phones, Emails, etc
Track Recent Order History by company or consumer
Track Customer Unit history and associated equipment owned
Keep Reference Notes
Export, compare, or merge customer contact records with sales CRM
Inventory Management
Ability to integrate with preferred suppliers for real time price and availability
(Based on supplier ability to support real time XML transactions)
Manage Parts complexity with substitutions, replacements, mandatory upgrades, price changes,
return requirements and values, and recycling options
Part management master
Multiple Warehouse Management, Hubs, truck stock, and drop-off locations
Region, Route, Warehouse, Location, and group / bin / pallet assignments
Manage Truck Stock / Vehicle Inventory and cycle counts
Track inventory by location, status, and value
Cycle Counts – View, compare, and print cycle count sheets generated by the system
Inventory Adjustment and Write-off Reports with user audit trail tracking
Proactive Stock replenishment and rotation
Perpetual Valuation & Aging reporting
Returns Management
See your inventory by part number, description, status, location, and value
- 14. © 2010 ZSL INC. All rights reserved.
13
FieldPowerFeaturesandFunctions
About ZSL Inc
Established in 1995, ZSL Inc has earned a
reputation as a respected leader in providing
technology-based business solutions and
services that leverage a globally positioned
workforce of over 2,000 Software Engineers
and Subject Matter Experts. From locations
throughout the US, India, Asia Pacific, and
Europe, ZSL develops and supports a broad
range of industry specific and customer
enterprise business applications through a
proven delivery model that combines US
based consulting and delivery centers with
highly scalable and cost-effective offshore
development and testing facilities. ZSL has a
long standing history of approaching every
client and every project as a partner,
carefully configuring teams of business and
technology professionals that will
complement and optimize client-side project
groups, while guaranteeing the highest
quality deliverable in the shortest time-to-
market achievable.
ZSL’s effectively managed intellectual capital
is the foundation from which our clients draw
upon specialized knowledge in an
increasingly broad range of business
applications and computing environments.
The loyal following of clients seeking to
leverage our proven delivery methodology includes many small and midsized companies, as well as
many respected leaders in Pharmaceuticals, Finance & Banking, Insurance, Life Sciences,
Telecommunications, Marketing, Retail, Transportation & Logistics, and Consumer Electronics.
ZSL compliments a vast array of human and technological resources with strategic partner relationships,
including proven solution providers and market leaders in Web 2.0, SOA, Business Intelligence, CRM,
Web-To-Print, Wireless Communications, Mobility, Field Force Automation, and Managed Services.
At the core of ZSL’s value proposition is our ability to assemble and dedicate a solution delivery team to
meet our clients’ unique requirements. Strict adherence to ISO and CMMI certified processes applies to
every client and every project regardless of the approach that best meets the clients’ needs: Onsite,
Offsite, Offshore, or our award winning Hybrid Onshore/Offshore project engagement model.
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FieldPowerfeaturesandFunctions
© 2010 ZSL INC. All rights reserved.
Strategic Alliances & Specialized Expertise
ZSL Inc has strategic alliances with the following partners:
Business objects (SAP)
Compellent
Dell
HP
IBM
JBoss
Microsoft
Motorola
Orange
Redhat
Sage Software
SAS
Sonicwall
Sprint
Sun Microsystems
Ubuntu
VMware
ZSL Contact Information
US Headquarters
ZSL Inc.
85, Lincoln Highway,
Edison, NJ - 08820
Phone:877.800.0ZSL
Fax : 732-767-6644
Europe Headquarters
Zylog Systems Europe Ltd
271-273 King Street, II Floor
London House, Hammersmith
London W6 9LZ
Phone:+ 44 20-8846-9922
Fax:+ 44 20 8741 5296
India Headquarters
Zylog Chennai (ODC)
155, Thiruvalluvar Salai,
Kumaran Nagar, Sholinganallur,
Chennai - 600 119.
Phone: +91 44 3915 7000
Fax: +91 44 3915 7009
Asia Pacific Headquarters
Zylog Systems Asia Pacific Pte. Ltd.
1 North Bridge Road
#06-27 High Street Centre
Singapore 179094
Phone: +65 6238 1401
Fax: +65 6238 1402