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

Editor's Notes

• #4: 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.
• #7: Sample customers in High Tech/MFG
• #9: 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.
• #10: 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.
• #22: 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.
• #23: 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
• #24: 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.
• #25: 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.
• #26: 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.
• #27: Customer survey results on one slide..