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A Day in the Life of a Field Service
Manager; Dashboards are my Copilot
Webinar Agenda
 Vidya Chadaga, ServiceMax
 Business Challenges
 Role of Reports & Dashboards
 Mark King, Pitney Bowes
 Why I Use ServiceMax
 Demo of Pitney Bowes Reports &
Dashboards
Visibility Challenges in Field 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
Better Data, Better Decisions
- 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
Let our advance
worrying become
advance thinking and
planning.
~ Winston Churchill
Planning, and Planning Some More
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
Common Field Service Dashboards
Flawless Field Service, End to End
The only complete field service solution.
Delivered in the cloud.
Field Service Expertise
200+ Customers in North America, Europe & APAC
Every connection is a new opportunity™
Transforming for Tomorrow
Dashboards Are My Co-pilot
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
Business
Led
User
population
Mobile
solution
SMB
Enterprise
Public sector
Interface
with SAP
Client
Care
Pitney Bowes & Service Max implementation
EXAMPLE MAP
International Process
Complexity
Spain Portugal
UK/Ireland
France
Benelux
Italy
Germany
Nordic
Lasting impressions
of Previous System• 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
Maximizing
Revenue
Operational
Efficiencies
Customer
Experience
Chatter –
ServicePulse
TCR
(Technician
comparison
reporting)
Trending
Why I Use ServiceMax
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?
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 ?
Live demo
My reports
My dash boards
My trending information
Thank you
Complete Cloud-based Field Service Solution
Field Service Mobile Solution
ServiceMax Mobile
on-demand, anytime, anywhere
Smart PhonesiPadLaptops
 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
Field Service Social Solution
ServicePulse | Ticker | ProductPulse
It’s not about “being social”, it’s about delighting your customers
Field Service Cloud Solution
ServiceMax is built on Force.com
Extends Service Cloud
Sales
Cloud
Marketing
Cloud
Service Cloud
powered by
Flawless Field Service
Perfect your service
delivery
Maximize your service
growth/revenue
Delight your customers
ServiceMax Customer ROI
We surveyed 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
Try it for free!
Sign up for a Free Trial at www.ServiceMax.com
Thank You!
vidya.chadaga@servicemax.com mark.king@pb.com

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Day In the Life of a Field Service Manager: Dashboards Are My Co-Pilot

  • 1. A Day in the Life of a Field Service Manager; Dashboards are my Copilot
  • 2. Webinar Agenda  Vidya Chadaga, ServiceMax  Business Challenges  Role of Reports & Dashboards  Mark King, Pitney Bowes  Why I Use ServiceMax  Demo of Pitney Bowes Reports & Dashboards
  • 3. Visibility Challenges in Field 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, Better Decisions - 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 worrying become 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 Service Dashboards
  • 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 is a 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
  • 13. EXAMPLE MAP International Process Complexity Spain Portugal UK/Ireland France Benelux Italy Germany Nordic
  • 14.
  • 15. Lasting impressions of Previous System• 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
  • 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 My dash boards My trending information
  • 21. Complete Cloud-based Field Service Solution
  • 22. Field Service Mobile Solution ServiceMax Mobile on-demand, anytime, anywhere Smart PhonesiPadLaptops
  • 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 Field Service Social Solution ServicePulse | Ticker | ProductPulse It’s not about “being social”, it’s about delighting your customers
  • 24. Field Service Cloud Solution ServiceMax is built on Force.com Extends Service Cloud Sales Cloud Marketing Cloud Service Cloud powered by
  • 25. Flawless Field Service Perfect your service delivery Maximize your service growth/revenue Delight your customers
  • 26. ServiceMax Customer ROI We surveyed 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 for free! Sign up for a Free Trial at www.ServiceMax.com

Editor's Notes

  1. 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.
  2. Sample customers in High Tech/MFG
  3. 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.
  4. 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.
  5. 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.
  6. 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
  7. 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.
  8. 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.
  9. 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.
  10. Customer survey results on one slide..