7 Challenges Facing Mobile Field Service ? And Overcoming them with FSM Solutions

Managing a mobile workforce comes with its set of challenges. There are multiple coordination levels, administrative hurdles when distributing tasks amongst your employees, the need to meet your customers? expectations, whilst still operating profitably. Your goal is to rake in more revenue, while striking a balance between the number of employees and the quality of the service being rendered. Under utilisation of the company resources may be misinterpreted to mean that you need more employees- which will affect your bottom line. Repeat visits with older jobs affect the response time for new client appointments. Clients get frustrated when their needs are not met on time. Remember that, for your client, their priority is getting their issue sorted- be it that pipe leak, electrical fault, damaged gas valve, or window installation completed on time. Administrative challenges on your end will simply come off as excuses, costing your brand dearly. The different fields share similar challenges- from utility firms, pest control, installation and repair services such as with plumbers and electricians, those running residential and commercial window cleaning companies, to property managers in charge of different buildings. Here are some of the obstacles faced:

1. Coordinating your team

Running things from the office can get hectic when your technicians are out on ground, and clients are at different locations. From appointments being delayed because the workers met traffic on their way, those calling in sick and requiring you to find replacements on short notice, clients who cancel appointments without notice- they all present a logistical nightmare. There is also the need to have a skill-based task distribution in place. Here, the focus is on getting the right technician for the job, not someone who has simply “dealt with it before as they helped their colleagues on a similar job“. With your firm having different personnel, you want to ensure that you spend the most appropriate technician to your client. This also aids the employees themselves, by increasing their morale as they will be dealing with tasks that they are particularly adept at, score you a high first-time fix rate, and avoid having to do follow up visits to resolve issues that were not properly addressed the first time round.

Capterra undertook a field service software survey, which showed that 82% of organisations adopting FSM solutions saw an increased rate of first-time fixes, and a 90% rise in actual conversations from quotes.

How field service job management software impacts businesses. Source: Capterra

Follow-ups tend to cost extra with the additional dispatch, and take away your fiend agents from the work that had been scheduled to be handled. Resolving these logistical issues with traditional approaches can be problematic, especially with all the paperwork involved. In fact, let’s delve into that.

2. Mounds of paperwork

Having loads of data streaming in from your field workforce can put one on edge. Organising the documents, creating the spreadsheets and typing away at calculators, sorting the files in cabinets and the stress that comes when a single file appears lost in the heaps of sheets – it creates a bottleneck for your operations. Manually handling the data at the central office also compromises on the accuracy of the process due to human error, from syntax issues when transferring information, incorrect inputs, to duplicate errors- which is expected to occur with increased frequency due to the tiring nature of the process. Actually, 46% of the respondents surveyed by the Service Council said that paperwork and admin work was the worst part of their day.

The field worker is also affected by the paperwork. From having to come to the office each morning to collect the documents needed for the day, walking with the bulky files from one site to another, perusing through lots of sheets whenever they want mire information about a particular customer or the job description- and the frustration that comes when some documents have been forgotten back at the office- it hampers productivity. Running out of copies of paper will also be unavoidable when your staff are away from the office- and more time will be spent coming back to restock. There are also additional issues like the forms getting soiled or torn, and even the wind blowing them away as your technicians are out in the field. Dealing with the contracts, collecting signatures for each job that is handled, jotting down notes concerning the particular tasks that they are taking care of- it increases the workload. In fact, this often results in errors in data entry, and jobs being poorly documented.

Fortunately, this doesn’t have to be the case for your firm. Technological advancements have seen solutions being developed to minimise the paperwork involved. These mobile service management software allow the field worker to access all the details of the job via handy apps on their smartphones and tablets- as is the case with FieldElite. Instead of walking around with the documents and files, the information is stored via cloud, and is accessible in real-time. The job documentation- from photos, notes to the customer?s e-signature are all collected through the app, and the information is securely stored and immediately available to the personnel back at the head office.

Service analytics- where you get to observe product demand, performance of your workforce and analyse your customer base growth through the dashboard reporting modules that come with the FMS software is a key tool for decision makers of the company. You get to optimise your performance without having to resort to adding more work hours, or pushing your employees into overtime. Field service analytics has been shown to increase profitability for leading companies by 18%, going by the ?Get Smart: Business Intelligence and Analytics for Service Organizations? study done by Aberdeen Group.

3. Scheduling conflicts

First, there are multiple jobs that need to be attended to- and disappointing your clients will lead to backlash. Secondly, you have a large team of workers- and you want to optimise on their productivity at an individual level. From an administrative perspective, you are also required to provide proper work structures that incorporate your employees? safety during the jobs being handled- and not to run them like mules, overworking them in a bid to hit your targets. Thirdly, the workers have different individual hours of operations- or they work in shifts. Running all this from a central point, allocating the jobs as needed and managing the different schedules, can be a tall order without the right field service scheduling software.

When your customers book an appointment, they expect that your company will deliver on its mandate, providing the services that they are paying you for as required. On the other hand, as the company, you are relying on your employees to meet those expectations. This means that you should have structures in place to ensure that your field workers stick to their assigned schedules. For this you will need to know their location in real-time, track their performance, and check on their adherence to the set schedules. Working with field service job management software allows you to handle the logistics of every task from one dashboard. By tracking your technicians while they are out in the field, you will be able to allocate orders faster, monitor the incoming customer requests, and manage the task distribution more efficiently. When you have an FSM that allows your workers to coordinate with the head office via mobile app, there will be an increased rate of job completion, and a reduction in overtime. Both your clients and employees get to be happy at the end of the day.

4. Lonely workers

Working in the office has its perks. You are surrounded by your colleagues, and can easily get the attention of anyone in management if needed. However, while out in the field, the workers can feel disconnected from the company structure, left to their devices while still bearing the responsibility of presenting the company in positive light- as they also double up as your brand ambassadors. The loneliness can get to them, with a report by the Service Council showing that isolation was the worst part of the work day for 21% of technicians. The chat feature that comes with the mobile service management software apps is one of the reasons behind their popularity, keeping the employees connected to the rest of the manager at the central office, and even other field employees- which makes them feel as part of one large family.

Safety is also a concern, especially for cases where your field staff will be working in hazardous situations – like conducting repairs on top of radio towers, dealing with gas equipment in concealed spaces. The central office needs to remain in constant communication with the workers, and have the appropriate structures in place to handle emergencies. You don’t want to lose employees because they don’t feel that their safety is a priority to you. A skilled technician is an asset that should be protected- and certainly you wouldn’t want to incur extra funds to hire and train personnel- which will end up being an additional strain to your budget over time. Field service job management software with features that allow your employees to check-in remotely via app will be handy in notifying the head office of their arrival at the job site, and in case of any incident, the field manager can quickly see the employees? last location, and dispatch help to them.

5. Difficulty in assessing performance metrics

When you have a situation where timesheets are only handed in after the workday- and in some cases at the end of the week, it becomes difficult to assess the level of productivity of your field workers. Are you getting value for your money with the wages that are being paid out? Are there lots of lost work hours due to logistical hitches- or cases where the field worker delay the tasks, or take out sections of their day to attend to matters of personal interest- and still bill you for it? All this translates to poor customer service, with issues ranging from cancelled and rescheduled appointments, unmet targets, disagreements based on the scope of work being handled, to client dissatisfaction for not having their issues addressed in a timely manner- which becomes a hit on your brand.

FSM comes in to enable the field service manager to always be in the loop during the entire process- knowing exactly how long the workers are spending on each particular task, the jobs that are pending, cancelled or rescheduled, in order to constantly review and optimise the planning of the firm?s activities. With software like FieldElite, you even get a birds-eye view, as the work areas are mapped out, that way you will be in a position to direct your field workers on aspects like the best routes to take to avoid traffic gridlocks.

6. The break factor

How do you plan for breaks? Jobs are different, and there will be unexpected issues cropping up regularly. However, the field worker is still entitled to breaks during the working day- such as the all-important lunchtime. The problem arises when there is unextended time on some job sites, and cases of unscheduled breaks being taken. These have a ripple effect, as they will cause delays on other projects that are on queue, and you can also expect customer complaints to be coming in hot and hard. From a management point of view, you want to have the ability to respond to the issues as they arise, and reassign the jobs accordingly. Mobile service management software gives you this power.

7. Customer relationship management

Customers want to be part of the process, staying in the loop with the service appointments that have been scheduled- and understandably so. From the booking process, to following up on the progress of the job- it all factors in. In case there are issues that crop up- like service vehicles being delayed, situations where extra parts need to be ordered, or the session cancelled and scheduled on a different day- being fully transparent with your customers will be a great boost to your brand. Gaining new clients and retaining the current ones requires the firm to maintain a quality customer service.

Negative feedback because of your customers? feeling neglected will be a setback for your business. Integrating the customer relationship management into the field service will go a long way in enhancing their experience. Here, software solutions like FieldElite have also got you covered with a customer self-serve portal, accessible online through their browsers. This has the welcome benefit of reducing the number of calls as they conduct follow-ups, since they will be in a position to track the project right from the comfort of their homes and office desks, thus increasing customer satisfaction.

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A Small External Enterprise Development Team is Cheaper than Your Own

Time is money in the application development business. We have to get to market sooner so someone else does not gazump us, and pip us at the post. We increase the likelihood of this with every delay. Moreover, the longer your in-house team takes to get you through the swamp, the higher the project cost to you.

Of course, in theory this should not be the case. Why bring in a team from outside, and pay more to support their corporate structure? Even going for a contract micro team ought not to make financial sense, because we have to fund their mark-up and their profit taking. Our common sense tells us that this is crazy. But, hold that thought for a minute. What would you say if a small external enterprise development team was actually cheaper? To achieve that, they would have to work faster too.

The costs of an Enterprise Internal Development Team

Even if you were able to keep your own team fully occupied ? which is unlikely in the long term ? having your own digital talent pool works out expensive when you factor in the total cost. Your difficulties begin with the hiring process, especially if you do not fully understand the project topic, and have to subcontract the hiring task.

If you decide to attempt this yourself, your learning curve could push out the project completion date. Whichever way you decide to go, you are up for paying advertising, orientation training, technical upskilling, travel expenses, and salaries all of which are going to rob your time. Moreover, a wrong recruitment decision would cost three times the new employee?s annual salary, and there is no sign of that changing.

But that is not all, not all by far. If want your in-house team to keep their work files in the office, then you are going to have to buy them laptops, plus extra screens so they can keep track of what they are doing. Those laptops are going to need desks, and those employees, chairs to sit in. Plus, you are going to need expensive workspace with good security for your team?s base.

If we really wanted to lay it on, we would add software / cloud costs, telephony, internet access, and ongoing technical training to the growing pile. We did a quick scan on PayScale. The median salary of a computer programmer in Ireland is ?38,000 per year and that is just the beginning. If you need a program manager for your computer software, their salary will be almost double that at ?65,000 annually.

Advantages of R&D outsourcing

The case for a small externally sourced enterprise development team revolves around the opportunity cost ? or loss to put in bluntly ? of hiring your own specialist staff for projects. If you own a smaller business with up to 100 people, you are going to have to find work for idle digital fingers, after you roll out your in-house enterprise project. If you do not, you head down the road towards owning a dysfunctional team lacking a core, shared objective to drive them forward.

Compared to this potential extravagance, hiring a small external enterprise development team on an as-needed basis makes far more sense. Using a good service provider as a ?convenience store? drives enterprise development costs down through the floor, relative to having your own permanent team. Moreover, the major savings that arise are in your hands and free to deploy as opportunities arise. A successful business is quick and nimble, with cash flow on tap for R & D.

Telemetry and the Survival of the Human Species

Without moisture, plants die. Without fodder, the animal food chain collapses. This is why climate change is the greatest threat humankind faces. Crop management needs timely information regarding ambient conditions, and also in the soil itself. In dry areas, online knowledge of trends in rainfall, sunlight, wind speed, leaf moisture, air temperature, relative humidity and solar radiation are indicators of soil stress that can be deadly for plants, and everything that relies on them.

As climate change bites, the need to find solutions accelerates. Drones swoop across to monitor ambient conditions, while probes sunk into plants and the earth in which they grow transmit information to big data repositories for feedback to administrators. In Australia, a remarkable cattle farmer is applying the same approach to his herds.

Nuffield scholar Rob Cook has always been on the edgy side of things. He lost his mobility in a helicopter crash in 2008 patrolling farmland but that has not deterred him. If anything, it has freed his mind to explore the potential that telemetry offers farmers in Australia. He shared this potential with the young beef producers in Roma Australia recently, and here is a summary what he said.

Being wheelchair bound he had to shift from herding with cattle dogs to a more scientific approach. He bought a farm 230 miles / 370 kilometres inland from Brisbane in a warm, temperate climate with significant rainfall even in the driest months. He uses observant software that reports on critical issues like water levels indicating animal consumption, and supplementary water flows from a central irrigation channel.

He also monitors fodder sources for dryer months, and moisture levels in food stocks. Rob is committed to making every blade of grass count. ?We even have the ability to take a photo of the cattle when they are taking a drink of water,? he explains, and that provides valuable information regarding tick and fly infestation and overall condition.

None of this would be possible for Rob Cook without telemetry, which is the process of collecting data at remote points and transmitting it to receiving equipment for analysis. Independent farmers do not have equipment to fund these analytic resources on their own, and use big data resources in a cloud to obtain reports. ecoVaro is on top of current trends. Please speak to us when you need independent advice.

How the Dodd-Frank Act affects Investment Banking

The regulatory reform known as the Dodd-Frank Act has been hailed as the most revolutionary, comprehensive financial policy implemented in the United States since the years of the Great Depression. Created to protect consumers and investors, the Dodd-Frank Act is made up of a set of regulations and restrictions overseen by a number of specific government departments. As a result of this continuous scrutiny, banks and financial institutions are now subject to more-stringent accountability and full-disclosure transparency in all transactions.

The Dodd-Frank Act was also created to keep checks and balances on mega-giant financial firms that were considered too big to crash or default. This was especially deemed crucial after the collapse of the powerhouse financial institution Lehman Brothers in 2008. The intended result is to bring an end to the recent rash of bailouts that have plagued the U.S. financial system.

Additionally, the Dodd-Frank Act was created to protect consumers from unethical, abusive practices in the financial services industry. In recent years, reports of many of these abuses have centered around unethical lending practices and astronomically-high interest rates from mortgage lenders and banks.

Originally created by Representative Barney Frank, Senator Chris Dodd and Senator Dick Durbin, the Dodd-Frank Wall Street Reform and Consumer Protection Act, as it is officially called, originated as a response to the problems and financial abuses that had been exposed during the nation’s economic recession, which began to worsen in 2008. The bill was signed into law and enacted by President Obama on July 21, 2010.

Although it may seem complicated, the Dodd-Frank Act can be more easily comprehended if broken down to its most essential points, especially the points that most affect investment banking. Here are some of the component acts within the Dodd-Frank Act that directly involve regulation for investment banks and lending institutions:

* Financial Stability Oversight Council (FSOC): The FSOC is a committee of nine member departments, including the Securities and Exchange Commission, the Federal Reserve and the Consumer Financial Protection Bureau. With the Treasury Secretary as chairman, the FSOC determines whether or not a bank is getting too big. If it is, the Federal Reserve can request that a bank increase its reserve requirement, which is made up of funds in reserve that aren’t being used for business or lending costs. The FSOC also has contingencies for banks in case they become insolvent in any way.

? The Volcker Rule: The Volcker Rule bans banks from investing, owning or trading any funds for their own profit. This includes sponsoring hedge funds, maintaining private equity funds, and any other sort of similar trading or investing. As an exception, banks will still be allowed to do trading under certain conditions, such as currency trading to circulate and offset their own foreign currency holdings. The primary purpose of the Volcker Rule is to prohibit banks from trading for their own financial gain, rather than trading for the benefit of their clients. The Volcker Rule also serves to prohibit banks from putting their own capital in high-risk investments, particularly since the government is guaranteeing all of their deposits. For the next two years, the government has given banks a grace period to restructure their own funding system so as to comply with this rule.

? Commodity Futures Trading Commission (CFTC): The CFTC regulates derivative trades and requires them to be made in public. Derivative trades, such as credit default swaps, are regularly transacted among financial institutions, but the new regulation insures that all such trades must now be done under full disclosure.

? Consumer Financial Protection Bureau (CFPB): The CFPB was created to protect customers and consumers from unscrupulous, unethical business practices by banks and other financial institutions. One way the CFPB works is by providing a toll-free hotline for consumers with questions about mortgage loans and other credit and lending issues. The 24- hour hotline also allows consumers to report any problems they have with specific financial services and institutions.

? Whistle-Blowing Provision: As part of its plan to eradicate corrupt insider trading practices, the Dodd-Frank Act has a proviso allowing anyone with information about these types of violations to come forward. Consumers can report these irregularities directly to the government, and may be eligible to receive a financial reward for doing so.

Critics of the Dodd-Frank Act feel that these regulations are too harsh, and speculate that the enactment of these restrictions will only serve to send more business to European investment banks. Nevertheless, there is general agreement that the Dodd-Frank Act became necessary because of the unscrupulous behaviour of the financial institutions themselves. Although these irregular and ultimately unethical practices resulted in the downfall of some institutions, others survived or were bailed out at the government’s expense.

Because of these factors, there was more than the usual bi-partisan support for the Dodd-Frank Act. As a means of checks and balances, the hope is that the new regulations will make the world of investment banking a safer place for the consumer.

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