Category: Field Service Planning

Field service planning is one of the most important aspects of any field team. From managing your workforce to streamlining your workflow processes, this section breaks down all aspects of field service planning to help you succeed.

Improving Field Service Technician Engagement is Fundamental to the Future

two field technicians using tablet to view their field service maintenance checklist

Are you finding improving your field service technician’s engagement challenging while cultivating a positive workplace culture? The answer lies in having the right tools at hand. Improving technician and customer satisfaction at the same time helps increase aftermarket profitability. In addition, keeping employees engaged can be difficult during trends like the Great Resignation, where employees… Read more »

What Does Servitization Look Like Post-Pandemic

What Does Servitization Look Like Post-Pandemic

Servitization is an effective way to assist post-pandemic recovery. Servitization, where customers pay for a service rather than buying equipment, is driven by customers using high-investment assets that need integration. The technology owner is responsible for equipment in many fields. The first step in servitization is integrating legacy equipment, which can be tricky. Connectivity is… Read more »

How to Implement a Successful Digital Acceleration Action Plan

How to Implement a Successful Digital Acceleration Action Plan

Implementing a digital acceleration action plan is critical for your field service organization. Today’s world is increasingly digital, and making the leap into digital acceleration is key for all field service businesses. But, of course, a digital acceleration plan means you already have the prerequisites. Resources to Digital Acceleration Readiness If your company generates less… Read more »

Developing a Customer-Centric Service Model

Developing a Customer-Centric Service Model

Aligning the four customer service operating scenarios — equipment-centric, outcome-centric, appointment-centric, and knowledge-centric — is the central pillar of developing a customer-centric model. An inside service perspective aligns these four service scenarios. This model places customer needs at the heart of field service management industry standards. Looking deeply at these four scenarios within your business… Read more »

Knowledge-Centric Assets and Scenarios for Field Service Organizations

Knowledge-Centric Assets and Scenarios for Field Service Organizations

Placing customer service needs front and center in a service contract takes many scenarios into account. Therefore, it’s wise to consider these perspectives from the outside to the inside. Here we will look primarily at the knowledge-centric model, which is part of a larger model that includes equipment, outcomes, and appointments in addition to the… Read more »

Value-Added Service in Appointment-Centric Models

Value-Added Service in Appointment-Centric Models

Appointment-centric models in the field service industry are vital to a larger business strategy. It is a strategy that includes meeting customers’ needs while driving efficiency. While traditional repair service helps to drive the model, there are other factors in the approach. Service requests and contracts are always a priority, and response times to break-fix… Read more »

Overcoming Digital Hesitation in Your Field Service Organization

Overcoming Digital Hesitation in Your Field Service Organization

Whether you know it or not, your field service organization is already a technology company. We are all in the midst of technological transformation, where field service focuses on the product of customer processes through sensors and aggregating data. Going strong into 2023 means putting aside our digital hesitation and making digital transformation a strategic… Read more »

Digitalization, Digitization, and Digital Transformation in the Field Service Industry

Digitalization, Digitization, and Digital Transformation in the Field Service Industry

Differentiating the three Ds in field service — digitalization, digitization, and digital transformation — is critical. The digital world assists the field service industry with everything from invoices to job completion. It is a new world, where analog is replaced by digital, creating an imperative need to understand the terminology. Today’s field service workers have… Read more »

Conquering Digital Transformation Challenges for Field Service Organizations

Conquering Digital Transformation Challenges for Field Service Organizations

Digital acceleration is a top challenge and priority for field service organizations. Unfortunately, it’s often one of the most difficult to understand, implement, and manage. Yet, digital transformation is crucial, and companies that fail to embrace it find that it will have detrimental effects on business. The best strategy is a proactive strategy. It’s increasingly… Read more »

The Outcome-Centric Operating Scenario in Field Service Management

The Outcome-Centric Operating Scenario in Field Service Management

In the outcome-centric operating scenario in field service management (FSM), the technician is a proxy to the owner with a financial interest in outcomes. The equipment-centric scenario is also closely aligned with the outcome-centric scenario, with greater risk placed on the service provider in return for greater profits in the long run. The benefits of… Read more »

Understanding Equipment-Centric Scenarios That Benefit Field Service Outcomes

Understanding Equipment-Centric Scenarios That Benefit Field Service Outcomes

The equipment-centric approach to the field service industry is one where there is an expert-level approach to complex telemetry, equipment, and regulations. Knowledge of assets in real-time allows for greater optimization of performance. There is a growing need to find a balance between data science and operational expertise when looking for insight into data. These… Read more »

SOC 2 Compliance Demonstrates Your Field Service Organization’s Commitment to Protecting Customer Data

SOC 2 Compliance Demonstrates Your Field Service Organization’s Commitment to Protecting Customer Data

SOC Compliances and What They Mean for Your Field Service Organization SOC, which stands for Systems and Organizations Controls, is a framework of requirements for service companies established by the American Institute of Certified Public Accountants (AIPA). It demonstrates that your practices and controls keep your customer’s data secure. SOC compliance is essential to the… Read more »