See research and tips on how to further increase your field service technician's utilization rates to help increase revenue and drive down costs in your field service organization.
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Email: info@servicemax.com
Phone: 1-800-756-4960
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
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!