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> Field Service Mobility - Transforming
  Field Service and Customer Experience

 Presented by Devendra Malekar and Rohit Lohan at Warranty
 Chain Management Conference 2012



                                      PEOPLE. PASSION. EXCELLENCE.
Competitive pressures/Need for
                                                                        44%
          differentiation
        Need to drive new service
                                                                            53%
         revenue opportunities
  Customer demand for improved
                                                                                 61%
   asset availability and faster…
        Need to drive workforce
                                                                                    67%
       productivity and utilization

                                            0%           20%     40%        60%        80%
                                                                 Source: Aberdeen Group, January 2011
Customer Demand for Faster Service, Field
Productivity and Competitive Pressure for
Differentiation directly indicates the need of
optimum Customer Experience



               Key Drivers for Field Service Optimization
                             Tavant Proprietary & Confidential
Consumers consider an initial set of
       Reinforces brand loyalty                                                     brands based on perceptions and
                                                      Awareness and
                                                       perception                   exposure to touch points

                                                                                                   They add or subtract
                                                                                    Purchase and   brands as they evaluate
After-market     support        Continued
                             Customer-centric                                         delivery     what they want
avoids post     purchase
                                 support                                             experience     Ultimately they select a
dissonance
                                                                                                    brand

                                                          Customer
                                                         Experience                  Product receipt
                           Ease of billing
                           and payment                                                 and usage

                                                                                                After purchase, consumers
                                                                                                build opinions about brand
 These      brand        opinions   Field Service /                          Contact care       based on the product usage
 influence their loyalty towards        repair                              and problem         and service experience
 the brand                            experience                            identification



   Customer Experience is the sum of all the feelings and
   interactions for the brand’s product, service or people



                             Influencers of Customer Experience
                                                Tavant Proprietary & Confidential
Key Goals for Field Service
Improvements
> Faster Service Response
                                                                            Higher
> Better first time fix                                                    Customer
                                                                          Satisfaction
> Decrease parts inventory
  and carrying cost
> Reduce Customer Asset                            Improved                                     Higher
                                                    Product                                    Customer
  Downtime                                          Quality                                    Retention
> Improve reverse logistics
> Improve recovery cycle time
  - warranty & invoices
> Improve aftermarket                                         Increased                  Lower
                                                                Service                  Service
  profitability                                                Revenue                    Cost




                                Tavant Proprietary & Confidential
- Work orders are manually assigned without
                                        considering important factors such as skill-sets
- Technicians depend on office          and proximity to the customer location
admin staff to provide relevant
failure information                                           Scheduling and
                                                                 Dispatch                     - Unavailability
- Information related to service                                                              of the right parts
parts, labor, invoicing, etc. are                                                             during repair also
not automated and integrated                                                                  causes delays
with enterprise systems
                                                                                              - Field
- Field failure diagnostics and
service Information is
processed manually causing
                                    Communication
                                     and Reporting
                                                                  X               Time to
                                                                                 Resolution
                                                                                              technicians do
                                                                                              not have access
                                                                                              to service
misinterpretation of failure and                                                              manuals, bulletin
repair data                                                                                   s, and warranty
                                                                                              or contract
- Delay in recovery due to delay                                                              entitlements
in initiating warranty and
                                                                Paperwork
invoices                                                                                      - Delay in repair
                                                                                              estimate
- Conventional customer              - Technicians spend 15-18% of their time on work         approvals
experience – No insight on           order-related paperwork such as job
repairs carried out                  cards, invoices, claims, reports etc.



                             Challenges in Field Services
                                             Tavant Proprietary & Confidential
Technology Improvements in Recent
Years
> Lower cost of technology acquisition
> “SMART” phone revolution – fast and powerful handheld
  devices
> Improved mobile data speeds
> Improved connectivity between                            different   systems
  (ERP, CRM, Warranty etc.)
> Affordable and Open Source BI solutions
> Enterprise communication and knowledge management
  platforms – JIVE, Share point etc.



                       Tavant Proprietary & Confidential
Process Improvement Areas
    Employee        • Better Field Employee Management
                    • Technician Performance Measurement
  Productivity &    • Incentive Program based on Productivity and
   Satisfaction       Customer Feedback


                    • Technician Competitiveness
Repair Turnaround
                    • Availability of Relevant Information
    & Quality       • Repair Knowledge Base


                    • Optimal Service Scheduling
   Operational      • Forecasting and Planning
   Excellence       • Resource Optimization & Tracking




                      Tavant Proprietary & Confidential
Key Strategic Actions Taken by
Industry Leaders
Invest in mobile tools to provide technicians with better access
to information

Make captured service information available across the
company


Develop real time visibility into field assets



Develop programs and tools to retain knowledge




                             Tavant Proprietary & Confidential
What should be present in a Good
Field Service Mobile Solution?
> Interface for customers through
  various channels – mobile app, mobile
  web, web, business systems
> Automated service scheduling and
  email-notifications
> Complete work order management
  including customer approval workflow
> Failure diagnosis and repair checklist
  based on repair knowledge base
> Integration with backend ERP systems
  for customer history, parts ordering
  and tracking




                              Tavant Proprietary & Confidential
What should be present in a Good
Field Service Mobile Solution?
> Integration with Warranty system for
  claim     entry,   equipment   repair
  history, claim tracking and other
  warranty information.
> On the spot customer acknowledgement
  and invoicing
> Return logistics component allowing
  technician to manage return shipments
> Integrated mapping, barcode           and
  location services components
> Mobile BI (Business Intelligence)
  component for key reports and metrics
> Instant customer feedback




                              Tavant Proprietary & Confidential
Service Work order                                      Product
                            details;                                                installation, demo &
                            Driving directions;                                     delivery / registration
                                                              Field
Mobile analytics            Warranty / Contract                                     report
                                                              Technician
monitor field KPIs          information                                                     Itemized invoice with
                                                                                            auto-bifurcation of
                                                                                            warranty and non-
                                                                                            warranty items
                                             Predicts and
                                             accordingly                                   Initiate warranty claim
                                             carries parts and                             directly from field
Office Admin                                 tools required
                Barcode scanner                                                            Printed using thermal
                automatically registers                                                    mobile printer.
                use of parts / inventory
                                                             Digitally captures
                and updates the ERP                                                                 Customer
                                                             customer’s signature

           Invoice and                                     Mobile payment gateway for
           payment                                         instant payment;
           recorded in
                                                           On-the-spot customer
           the ERP
                                                           satisfaction survey




                           Integrated Field Service Mobility Solution
                                            Tavant Proprietary & Confidential
Technology Considerations for
Mobile Solution
Usability, Scalability, Security, Integration, Deployment

˃ Assess the current field service performance and identify areas for improvement specific
   to your business / environment

˃ Consider cloud based deployment of the app as well as creation of custom Enterprise App
   Catalog using the SaaS model

˃ Leverage advanced platforms (such as iOS, Android, Blackberry, Windows etc.) to
   integrate the app with the backend ERP, Warranty, Contract, Sales, and CRM systems

˃ Use a suitable middleware tool to manage interactions among the systems involved in
   aftermarket service processes

˃ Most importantly, design the app to be scalable, secure and easy to use




                                    Tavant Proprietary & Confidential
Tightly
Usability
                                                Integrated




   Balance between Usability and Closed Loop
            Tavant Proprietary & Confidential
About Tavant Technologies
˃ Specialized IT Solutions & Services Company; Founded in 2000, based in the Valley
˃ 11+ years of experience in developing Aftermarket and Warranty Management Solutions
  for Diverse Industries
˃ Cross-platform capabilities – Proficient in developing native, web and hybrid applications
  for mobiles, smartphones and tablets
˃ Cross-industry solutions – Capabilities across mobile commerce, social
  networking, location-based solutions, mobile advertisement modules; developed for
  customers cutting across industry verticals
˃ Reengineering and Integration – Experienced in large scale integration with internal and
  3rd party systems
˃ Judicious selection of mobile feature set deployment, based on nomad roaming behavior
  of target audience




                                   Tavant Proprietary & Confidential
> Thank You
 Contact Us:-
 T: (866) 9-TAVANT W: http://www.tavant.com/warranty
 E: bizdev@tavant.com



                                        PEOPLE. PASSION. EXCELLENCE.

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Tavant Technologies Showcases its Field Service Mobilty Solution at WCM 2012

  • 1. > Field Service Mobility - Transforming Field Service and Customer Experience Presented by Devendra Malekar and Rohit Lohan at Warranty Chain Management Conference 2012 PEOPLE. PASSION. EXCELLENCE.
  • 2. Competitive pressures/Need for 44% differentiation Need to drive new service 53% revenue opportunities Customer demand for improved 61% asset availability and faster… Need to drive workforce 67% productivity and utilization 0% 20% 40% 60% 80% Source: Aberdeen Group, January 2011 Customer Demand for Faster Service, Field Productivity and Competitive Pressure for Differentiation directly indicates the need of optimum Customer Experience Key Drivers for Field Service Optimization Tavant Proprietary & Confidential
  • 3. Consumers consider an initial set of Reinforces brand loyalty brands based on perceptions and Awareness and perception exposure to touch points They add or subtract Purchase and brands as they evaluate After-market support Continued Customer-centric delivery what they want avoids post purchase support experience Ultimately they select a dissonance brand Customer Experience Product receipt Ease of billing and payment and usage After purchase, consumers build opinions about brand These brand opinions Field Service / Contact care based on the product usage influence their loyalty towards repair and problem and service experience the brand experience identification Customer Experience is the sum of all the feelings and interactions for the brand’s product, service or people Influencers of Customer Experience Tavant Proprietary & Confidential
  • 4. Key Goals for Field Service Improvements > Faster Service Response Higher > Better first time fix Customer Satisfaction > Decrease parts inventory and carrying cost > Reduce Customer Asset Improved Higher Product Customer Downtime Quality Retention > Improve reverse logistics > Improve recovery cycle time - warranty & invoices > Improve aftermarket Increased Lower Service Service profitability Revenue Cost Tavant Proprietary & Confidential
  • 5. - Work orders are manually assigned without considering important factors such as skill-sets - Technicians depend on office and proximity to the customer location admin staff to provide relevant failure information Scheduling and Dispatch - Unavailability - Information related to service of the right parts parts, labor, invoicing, etc. are during repair also not automated and integrated causes delays with enterprise systems - Field - Field failure diagnostics and service Information is processed manually causing Communication and Reporting X Time to Resolution technicians do not have access to service misinterpretation of failure and manuals, bulletin repair data s, and warranty or contract - Delay in recovery due to delay entitlements in initiating warranty and Paperwork invoices - Delay in repair estimate - Conventional customer - Technicians spend 15-18% of their time on work approvals experience – No insight on order-related paperwork such as job repairs carried out cards, invoices, claims, reports etc. Challenges in Field Services Tavant Proprietary & Confidential
  • 6. Technology Improvements in Recent Years > Lower cost of technology acquisition > “SMART” phone revolution – fast and powerful handheld devices > Improved mobile data speeds > Improved connectivity between different systems (ERP, CRM, Warranty etc.) > Affordable and Open Source BI solutions > Enterprise communication and knowledge management platforms – JIVE, Share point etc. Tavant Proprietary & Confidential
  • 7. Process Improvement Areas Employee • Better Field Employee Management • Technician Performance Measurement Productivity & • Incentive Program based on Productivity and Satisfaction Customer Feedback • Technician Competitiveness Repair Turnaround • Availability of Relevant Information & Quality • Repair Knowledge Base • Optimal Service Scheduling Operational • Forecasting and Planning Excellence • Resource Optimization & Tracking Tavant Proprietary & Confidential
  • 8. Key Strategic Actions Taken by Industry Leaders Invest in mobile tools to provide technicians with better access to information Make captured service information available across the company Develop real time visibility into field assets Develop programs and tools to retain knowledge Tavant Proprietary & Confidential
  • 9. What should be present in a Good Field Service Mobile Solution? > Interface for customers through various channels – mobile app, mobile web, web, business systems > Automated service scheduling and email-notifications > Complete work order management including customer approval workflow > Failure diagnosis and repair checklist based on repair knowledge base > Integration with backend ERP systems for customer history, parts ordering and tracking Tavant Proprietary & Confidential
  • 10. What should be present in a Good Field Service Mobile Solution? > Integration with Warranty system for claim entry, equipment repair history, claim tracking and other warranty information. > On the spot customer acknowledgement and invoicing > Return logistics component allowing technician to manage return shipments > Integrated mapping, barcode and location services components > Mobile BI (Business Intelligence) component for key reports and metrics > Instant customer feedback Tavant Proprietary & Confidential
  • 11. Service Work order Product details; installation, demo & Driving directions; delivery / registration Field Mobile analytics Warranty / Contract report Technician monitor field KPIs information Itemized invoice with auto-bifurcation of warranty and non- warranty items Predicts and accordingly Initiate warranty claim carries parts and directly from field Office Admin tools required Barcode scanner Printed using thermal automatically registers mobile printer. use of parts / inventory Digitally captures and updates the ERP Customer customer’s signature Invoice and Mobile payment gateway for payment instant payment; recorded in On-the-spot customer the ERP satisfaction survey Integrated Field Service Mobility Solution Tavant Proprietary & Confidential
  • 12. Technology Considerations for Mobile Solution Usability, Scalability, Security, Integration, Deployment ˃ Assess the current field service performance and identify areas for improvement specific to your business / environment ˃ Consider cloud based deployment of the app as well as creation of custom Enterprise App Catalog using the SaaS model ˃ Leverage advanced platforms (such as iOS, Android, Blackberry, Windows etc.) to integrate the app with the backend ERP, Warranty, Contract, Sales, and CRM systems ˃ Use a suitable middleware tool to manage interactions among the systems involved in aftermarket service processes ˃ Most importantly, design the app to be scalable, secure and easy to use Tavant Proprietary & Confidential
  • 13. Tightly Usability Integrated Balance between Usability and Closed Loop Tavant Proprietary & Confidential
  • 14. About Tavant Technologies ˃ Specialized IT Solutions & Services Company; Founded in 2000, based in the Valley ˃ 11+ years of experience in developing Aftermarket and Warranty Management Solutions for Diverse Industries ˃ Cross-platform capabilities – Proficient in developing native, web and hybrid applications for mobiles, smartphones and tablets ˃ Cross-industry solutions – Capabilities across mobile commerce, social networking, location-based solutions, mobile advertisement modules; developed for customers cutting across industry verticals ˃ Reengineering and Integration – Experienced in large scale integration with internal and 3rd party systems ˃ Judicious selection of mobile feature set deployment, based on nomad roaming behavior of target audience Tavant Proprietary & Confidential
  • 15. > Thank You Contact Us:- T: (866) 9-TAVANT W: http://www.tavant.com/warranty E: bizdev@tavant.com PEOPLE. PASSION. EXCELLENCE.