“The Connected Technician: The Future of Field Services.”
Presentation given by Markus Schwarz, Managing Director (EMEA) at TSIA.
Mobile Monday Switzerland Event #38 on Mobile Field Services, 13th Oct 2014, Zürich.
SOLID WASTE MANAGEMENT SYSTEM OF FENI PAURASHAVA, BANGLADESH.pdf
Mobile Monday Switzerland #38 - TSIA presentation on The Connected Technician
1. TSIA Session
“The Connected Technician: The Future
of Field Services.”
Markus Schwarz
Managing Director (EMEA)
TSIA
2. TSIA Research Activities
Public Data
Service Line
Benchmarking
Specialized Studies
The
Service
50
Professional
Services
Market
Rates
Education
Services
Support
Services
Channel
Optimization
Field
Services
Spare Parts
Logistics
FS
Compensation
Managed
Services
Service
Revenue
Gen
Emerging
Offerings
2
3. 3
B4B: How Technology and Big Data Are
Reinventing the Customer-Supplier Relationship
4. The Great Divide
SUPPLIERS CUSTOMERS
Product
Focused
Outcome
Focused
Much of Future Supplier Growth and
Differentiation Will Be
Determined In This White Space
4
8. The cloud could either…….
8
High
Accelerate the
Commoditization
of Tech
Finally Deliver
the Full Potential
of Tech
9. Out of Level 1 Grew A Critical, Tacit Agreement
Supplier Model:
OUTCOME
PROVIDER
Customer Responsible Zone
Supplier
Responsible
Zone
Asset Works Asset Operational Optimized ROI
Competitive
Differentiation
Customer Value Objectives (meet needs of different buyer types)
Make. Sell. Ship. Own. Operate. Get Outcome.
9
10. B4B Operating Model Construct
Basic Offer: Complex Offer: Optimize Offer: Outcome Offer:
Optimal
ROI
Ease
Best Product,
Fair Price
+ +
Fast and Sure
Availability
Standard,
Reliable
Product
Implementation and
Maintenance
Services
Tailored Product
Adoption Services
Connected Product
LEVEL 1
SUPPLIER
LEVEL 2
SUPPLIER
LEVEL 3
SUPPLIER
LEVEL 4
SUPPLIER
Supplier Operating Model
Product
Focused
Outcome
Focused
Operate (Managed)
Services
Value to the Customer
+
Outcome
as-a-
Service
Supplier Offer Power
10
11. AS MARKET DEMAND SHIFTS TO LEVELS 3 AND 4:
Option 1: Do Nothing
11
Basic Offer: Complex Offer: Optimize Offer: Outcome Offer:
LEVEL 1
LEVEL 2
LEVEL 3
LEVEL 4
SUPPLIER
SUPPLIER
SUPPLIER
SUPPLIER
Supplier Operating Model
Product
Focused
Outcome
Focused
Great
Product
Product
Attached
Services
Great
Product
Product
Attached
Services
Product
Attached
Services
Great
Product
Product
Attached Services
Great Product
12. AS MARKET DEMAND SHIFTS TO LEVEL 3 and LEVEL 4:
12
Basic Offer: Complex Offer: Optimize Offer: Outcome Offer:
LEVEL 1
LEVEL 2
LEVEL 3
LEVEL 4
SUPPLIER
SUPPLIER
SUPPLIER
SUPPLIER
Supplier Operating Model
Product
Focused
Outcome
Focused
Great
Product
Product
Attached
Services
Great
Product
Product
Attached
Services
Operate and
Adopt Services
Product
Attached
Services
Great Product
Outcome as
a Services
Operate and
Adopt Services
14. Polling Question
What type of information do your Field Service Techs have access to
on their mobile devices before they arrive on-site? (check all that apply)
– The current issue that the customer is having with the product
– The history of the customer issues and relationship
– Visibility into parts inventory/availability
– Mapping and directions
– List of patches/updates available for the customers product requiring
service
– The product portfolio owned by the customer
– Customer's contract renewal schedule
– Top new features recently released for the products owned by the
customer
– Current sales activities with this customer
14
16. Evolution of Knowledge Management
16
The Third Wave of Knowledge Management: Enterprise Collaboration
Real-Time Collaboration Fills Gap Left by Existing Knowledge Solutions
20. What Do Field Service Customers
Want?
Timely Service
Tech Knows My
History
Knowledgeable
Technician
First Time Fix
Timely, Accurate
Billing
No Callbacks
20
The Connected Technician
21. 21
Thank You!
Ready for
the Trans-formation
Markus Schwarz
Managing Director EMEA
Technology Services Industry Association
Phone: +49 160 532 82 60
e-mail: markus.schwarz@tsia.com
Website: www.tsia.com
to
B4B
Analysis
Business
Case
Roadmap
Look into the
mirror
Excellence in
Service
Business-and
Service-
Trends
Service
Sales
Diagnostic
Operational
Excellence
Diagnostic
23. Mobility Impacts Field Service in Multiple
Dimensions
Benefits Derived from Mobility Deployment
Financial
Performance
Increases utilization rates
Reduction in Travel Time
Increased Services
Revenue
Increased new sales
revenue
Customer
Satisfaction
Improved 1st time fix rate
Understanding Customer
Needs
Understanding
Repetitive Problems
Employee
Satisfaction
Reduced Paperwork
Professional Image and
Brand
Empowered Workforce
23
24. How Does Field Service Impact Your
Brand?
• Service and support are the
VOICE and FACE of your
company to your customers
• Field service engineers have
an enormous potential to
impact brand perception
• TSIA Partners that can enable
you to DAZZLE your
customers . . .
HIGH
Potential to DAZZLE Customers
Field Service
(In-Person,
On-Site)
Assisted
Support
(Phone, Email,
Chat)
Unassisted
Support
LOW
24
25. The Connected Technician - Video / Wearables:
The convergence of technological
advancements and business need.
26. Polling Question
On a five point scale, please rate your company’s level of engagement
with the use of video / wearable technology in field services: (check the
one that best describes)
26
Level of Wearables Engagement
29%
45%
40%
35%
30%
25%
20%
15%
10%
5%
1 2 3 4 5
Not on the
Radar
Currently
Implementing
Have Heard Proposals Developed Pilot Underway
About it
40%
17%
13%
2%
0%
1 2 3 4 5
27. Wearables: Convergence of 3 Major
Technological Advancements
Miniaturization
Analytics
Everywhere
Wireless
Networks
27
Wearable Electronics
29. Do you have the bench strength when
the Baby Boomers go?
Actions Taken by Organizations to Prepare for Retiring Baby
Boomers
0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50%
Offering Part Time Positions to Attract Older Workers
Offering Flexible Work Arrangements
Hiring Retired Employees as Temp Workers
Developing Succession Planning
Increasing Training / Cross Training
29
32. Evolution of Knowledge Management
32
The Third Wave of Knowledge Management: Enterprise Collaboration
Real-Time Collaboration Fills Gap Left by Existing Knowledge Solutions
33. Traditional Knowledge Approaches
Leave Gaps
How many days on
average does it take to
publish a new knowledge
article?
24
30
25
20
15
10
5
0
Days
What percent of incidents
are closed to an existing
KB article?
42.6%
45.0%
40.0%
35.0%
30.0%
25.0%
20.0%
15.0%
10.0%
5.0%
0.0%
Hit Rate
* Highest reported Hit Rate in the survey was 80%
33
34. Wearables: Helping to Overcome
Barriers to Enterprise Collaboration
• Adoption/Participation
– Easier to capture “fix” on location
• video / pictures
• voice recording
– Personal Protective Equipment (PPE)
• Safety glasses / gloves / etc.
– Embrace tech-savvy new hires
• Technology
– Voice to text capabilities to speed input into KM platform
– Collaboration: XOEye capable of 1 way video and 2 way audio.
– Ability to capture, organize, manage, and input incident data into
KM platform
34
35. The Connected Technician
• Field Services can play a significant role in a
B4B world
– Driving adoption and consumption.
• Mobility impacts multiple dimensions in Field
Services and enables success in B4B world.
– Customer, Employee, and Shareholder.
• Wearables are here
– The convergence of technological advancements and business
need
– Enable the Capture and Dissemination of Knowledge
35
37. TSIA Service Discipline Focus
• Service Portfolio Offers,
Marketing & Sales
• Assisted & Unassisted
Technical Support
• Depot, Dispatch, Parts
& Logistics
• Implementation &
Integration Services
• E-learning, Content
Development
• Operate Environment or
Application
37
Each Discipline
With Its Own…
Advisory
Board
Research
Team
Research
Agenda
Conference
Track
Benchmark
Survey
38. 38
Membership Deliverables
BENCHMARKING
• Comprehensive coverage of
support services performance
• Flexible participation process
• Participants receive a custom
report and formal review
CONFERENCES
• Technology Services World
•Technology Services Europe
MEMBER INQUIRY SERVICES
• Fast-cycle support on areas
of urgent need
• Submit questions online
or through your Member
Success Representative
RESEARCH
• Expert insight from the TSIA
research team
• Industry trends, case studies,
services technologies
COMMUNITIES
• Connect and collaborate
directly with other members
• Tech Services Forum, Champions,
Social Media Roundtable
WEBINARS
• Weekly calendar of member
webinars
• Available live or on-demand
39. 39
TSIA Field Service Membership
Growing Community of Field Service Leaders
W W W . T S I A . C O M
40.
41. 41
Thank You!
Markus Schwarz
Managing Director EMEA
Technology Services Industry Association
Phone: +49 160 532 82 60
e-mail: markus.schwarz@tsia.com
Website: www.tsia.com
42. Driving End-User Adoption and Consumption
through Field Services
FS personnel conduct between 40-50
on-site customer visits per month.
Four (4) reasons why FS can drive
end-user consumption.
1. Relationship
2. Context
3. Personalization
4. Immediacy
42
Emerging Field Service Adoption
and Consumption Practices
Track Revenue per FS Tech
Provide Cross sell / Up sell Incentives
Conduct Feature Review
Assess Product Utilization
Provide Info regarding new features
Capture Enhancement Info
Source: 2014 TSIA FS Benchmark Survey
45. ServiceMax Mobile for iPad
45
• Calendar view of work
orders and tasks
• GPS route planning
and step-by-step
driving directions
• Invoicing with on-the-spot
signature capture
• Real-time problem
resolution –
ServicePulse,
FaceTime
46. FieldAware – Made for Mobile
46
FieldAware field service automation
solution provides the mobile user:
– Easy access Job List / Schedule to
manage work for the day and or
week
– Quick view of the Job details
– Job Specific actions to quickly be
able to:
• Travel to and from, start, pause and
complete the job
• Navigate to the job location
• Capture key job / asset data
• Conduct and complete service tasks
• Quickly add items used on the job
• Review history of previous jobs
• Capture pre and post job signatures
• Invoice job from the field
• Decline the job if can not do the job
• Add and manage additional crew
• Provide estimations / quotes convert
them to a job
47. Astea: Mobile Workforce Technology that
Impacts Every Step of Field Service Cycle
• Dispatch
– Alerts; Notifications; Communication and
Collaboration Tools
– Turn by turn directions. Visually see work order
priority and ETAs
• Diagnose & Repair
– View sites, inventory and other technicians on
map
– Checklists – assisted diagnostics
– Access service histories
– Search, track, order, receive, return parts
– Bi-directional attachments
• Log Work Performed
– Travel and work durations
– Mandatory fields and checklists
• Upsell & Cross Sell
– Access to contract and warranty details
– Capture and generate additional revenue
• Time and Expense
– Activity; Time & Expense; Parts
– Signature capture at point of service
47
Notas do Editor
But before we get too far, I would like to ask all of you a question about your priorities with our first polling question.
Real time scheduling
You can move to real-time scheduling once the field techs are armed with mobile devices. When they complete an appointment, they are assigned their next appointment based on location, skills, parts on the truck, etc. This can boost productivity and allow more appointments per shift, as well as lowering drive time and fleet costs.
Productivity improvements
Access to corporate content while in the field, including knowledgebases or even training videos, cuts resolution time and increases first visit fix rates.
Collaboration
Field service teams are using more collaboration tools to ask questions of peers while onsite, getting help when needed without having to make another appointment.
Upsell/cross-sell
Prompting field techs with contextual offers to extend to the customer based on the appointment (upgrades, preventative maintenance, premiere service levels, training classes), and even swipe a credit card and capture a signature via the mobile device.
Video / Wearables
We are seeing a lot of new mobile/video devices introduced, such as the XOEye device we showed at our last conference. These allow less trained generalists to go onsite, and be walked through diagnosing and fixing problems via a video link with a small team
But before we get too far, I would like to ask all of you a question about your priorities with our first polling question. Which of . . . .
Wearable electronics
A convergence among three major technological advances of this generation:
the miniaturization of hardware and ability to put remarkable amounts of processing power in very small devices;
big data's ability to collect and analyze massive amounts of information; and
wireless networks allowing us to connect to the cloud, store and share data and interact with other applications.
Aging workforce, use of video / mobility to leverage experience, train / support new hires, bridge to retirement / flexible workforce
Very relevant, 10,000 baby boomers retire everyday –many blue collar.
52.9% of all skilled trades jobs are 45+ years old, 20.6 are 55+
Job gap: 600,000 last year. Blue collar lost its appeal. May not have skill set, but have technical aptitude to use the wearables. Boeing 70% are retiring.
2014 Manpower Increasing demand pushes technicians to # 3 most difficult job to fill, after skilled trades and engineers.
Knowledge management: capturing incident data increasing robustness of knowledge content
Pulling the right data. They are device agnostic (back end cloud). Hosted devices is the benefit. Take the data and utilize. Speech recognition with picture. Cleaner / seamless.
Change order process: ability to stream live.
IE&T have to wear PPE (gloves / glasses).
Have ability to capture the fix
Back end system is designed to capture, organize, and manage the incident data.
Vision allows people to capture and communicate with other systems, have API to connect to other.
Today 1 way video and 2 way audio.
So before we head into the Q&A, for our non members on the call – I wanted to share a few slides on TSIA
Today, the topic is Field Services, but there are 5 other disciplines in TSIA – each with . . . .
So here is a quick summary of everything that comes with membership.
100s of documents in our Research Library and specific deep dive studies on key topics each year.
Benchmarking 100-150 KPIs with a full readout by our head of research
Inquiry service to get those tough questions answered fast
Webcasts covering everything from the latest research on industry trends to technology solutions and best practices
Conferences that are specific to services and allow you to not only get up-to-date information on the latest and greatest but network with your industry peers.
And then, of course, being a part of the TSIA community.
All of this comes with your membership.
Relationship: The field service engineer is already positioned as a trusted advisor—the coveted status sought by every salesperson on the planet.
Context: The field service engineer is in a position to see good and bad implementations and can extend offers related to products being installed or repaired.
Personalization: Multiple visits to a customer location enable targeted offers based on intimate knowledge of the environment.
Immediacy: Instant gratification that comes from showing a customer how to better use their product.
3) Technology info - what are the leading applications in this area? , leading vendors? Best in class solutions. Every field service vendor now offers mobile.
When ServiceMax first came out with their iPad app, it upped the game for everyone else.
Oracle and SAP have had mobile apps since the WAP days in the late 90s, but their usability and device coverage has never been very good until recently.
Now there are multiple specialists in addition to ServiceMax, including Astea and FieldAware, who have full functionality via mobile devices.
Sometimes it is an HTML5 app so it can run on any device, sometimes a device-specific app like the ServiceMax iPad. Obviously if you have a lot of contract or 3rd party field techs, you can’t control what device they use, so HTML5 or other cross-device strategy is a good way to go. If you own all your field techs, then you may want to consider a device-specific app which may have richer functionality and better usability.
) Any details on best field technology? i.e. ipads vs windows devices? ruggedized vs. normal? battery life considerations Primary Service
Boy, my opinion on this has changed a lot. I have always been a big supporter of Intermec rugged devices, which is what DirectTV uses. They even let me borrow one because I was giving so many speeches on field service mobility. You can drop kick it, throw it against the wall, even drop it in a pool, and it won’t die. The trade off is it costs a lot more than “off the shelf” devices, uses Windows mobile (which some people don’t like, though I found it easy to learn and use), and has a smaller screen than a tablet.
I was reticent at first about iPads for field service, having broken 2 of them myself. But there are very rugged cases you can buy for them, and if you buy the warranty, if they do crack a screen, they can just stop by the local Best Buy and pick up a new one. What changed my mind was talking to a few ServiceMax customers, whose field techs LOVE the iPad so much they couldn’t wait to get their hands on it, and they baby those devices.
Pitney Bowes has a good story about telling their field techs: “Check your email. Browse the web. Do whatever you want with it. It is YOUR device. But take care of it, because they are expensive!” So far, they have not had problems with destroyed devices in the field.
need to think about the tradeoff between more expensive rugged devices which will last longer, but offer a bit less usability, and off the shelf tablets or smartphones which cost less and have better usability, but are more delicate.
a pilot with a couple of different devices, and let the field people give input on what they prefer. In the long run, I don’t think either approach has a hugely different cost model.
The key is making sure employees will use it enough to get your money’s worth, and ROI for the project. If it is a klunky device they don’t like, that will never happen.