Field service and customer transparency

These days, a business is as good as it is transparent. Businesses are on unsteady ground because of the ever changing face of social media and a never-seen-before demand for information. With many sources of info on the internet, being credible is a sure way of building trust and loyalty among clients.

Here is an example. Customers will always believe what they see. If they see the work you put into furnishing their favourite products, you have a greater chance of getting their approval. They can invest more in what they see. The clothing merchandise Patagonia did this for their Footprint Chronicles line to show how their jackets are made and worked out fine for them.
Transparency is a must. Nowadays, customers never forget when they feel cheated. It is even harder to ensure transparency because many clients are also experts who scrutinise every detail. So, how can you keep transparency at the forefront?

Have transparent workforce management

Customers always look for new information and want to be in the know. There is nothing worse than not being able find a product manual or an easy way to set up appointments. By giving your clients a self-service option, they can pick the services they want. This leaves more time to get stuff done rather than answering unending service calls from dissatisfied customers.

For instance, you could have a field service customer self-service application that allows customers to look for personalised services, a machine manual, book appointments, or solve any other problem. Customers then get feedback anytime. This one-on-one approach can help customers feel like their questions are being answered. They?ll also not go through the hassle of long hold times to reach an available customer service representative.

Create transparency in field service repair projects

If field technicians have access to field service software, it allows technicians to be more open to customers. This gives them vital information like customer history and the ERP, so that they can explain changes that were made after past enquiries and what is being done in current products. Such information can be a guide for future updates or let the techs suggest products that suit a client’s taste. Unlike always staying offline and out of touch with your client, using field service software can allow entry of allowances and mileage, and also let the customer know the delivery time for their products.

Show customers what they’re paying for

With field service automation, billing will also be transparent. By using the available information about your field service solution, the station can send updated service reports to the customer like mileage, allowances, parts, hours worked, and photos of broken parts from the service. After the customer authenticates the transaction with a signature, the field service agent can generate and sent to the customer an invoice based on the agreed upon services. In case allowances and mileage can be forwarded to the customer, it will be shown on the invoice.
Because you use field service automation, it means that the customer will receive the invoice really fast ? in days rather than weeks ? and transparency will skyrocket because the whole experience of the service will leave a permanent mark in their mind.

Mistaking information for transparency

Being honest with your customer is the one thing. Wasting their time with unnecessary information is another. Here is an experience I had with a small retailer. Tracking information is only useful if it has recent updates and is accurate. If the company want to use real time tracking, let them do so under one condition ? updates should be regular and on time so as not to leave the customer frustrated because they also make plans based on the same information. Late updates shed light on the nature of the service command. Everyone hates cooked-up real time information.

A company must not always have a one to one exchange of information with customers to maintain transparency..

Use simple language that all customers can understand
Don’t use abbreviations that only employees know
Never ever air your failures and flaws to your customers

It is interesting that most of the tools we use to keep in touch with our clients and servicing their requests can also be used to gather data and iron out possible errors to improve products and services. This is a good chance for service providers to evaluate and make necessary amendments.

There are some areas that will need improving while others will not, nevertheless, the client needs to always be informed and know why things are the way they are. Not all details should be told, so filter what you share.

5 ways field service supports customer service

Sales organisations are always in motion, working to deliver the right product to their customers. To keep customers smiling all times is hard and only needs close communication and fulfilling promises that were made to them. This is where the field service delivery team comes in. Field service can either meet this demand or fall short plummeting satisfaction rates.
This is a task that relies on right people using various parts and information to get the job done. No matter what, the customer always expects to get exceptional services whether it be over the phone, chats, in the field, online messaging, over email, or social media.

These five field service points are suitable for any business model and guarantee excellent company-client relations.

Proactive service

A proactive service gives more to the customer. More attention is given to the customer so that the right actions, deliveries and repairs are done. By getting everything right the first time, the customer has less to do ensuring that they are satisfied with the services.
However, the field service technician is flooded with a myriad of unpredictable situations; overheating equipment, stalled machines, and insufficient precaution. But through field management software, they get more data about the customer and type of service or parts expected and they easily ride through any storm and prevent future damage.

Transparency

Nothing frustrates a customer more than a schedule that delays repairs. They easily ditch you for better services elsewhere. By offering the customer a service where they book appointments based on their own availability, we can easily sync this to the technicians and manager?s calendar. This not only saves time but also money from otherwise idle equipment.

On-site and off-site collaboration

Having seamless communication between field and office technicians is vital. Field technicians need to know more about parts, repairs, client maintenance history, and predict what should be changed in the long run. The faster they do this the better.

There should be a system that creates and automates communication between field and office technicians. Let each have the upper hand when providing parts, products or services to the customer.

Flexibility

Information is key to field service agents. They make the first impression since they make the initial contact with clients. Regardless of the resources, the field technician must always be armed with mobile tools they will need to access online resources and be ready for any emergency.

Actionable performance improvements

Customers demand excellent service a company could offer. But as the game constantly shifts, the service management technicians must also come up with plans to stay up to par with competition. All these stems from coming up with KPIs, measuring them and turning them into a workable plan for the future.

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Disadvantages of Spreadsheets – Obstacles to Compliance in the Healthcare Industry

Most of the regulatory compliance issues we talked about concerning spreadsheets have been related to financial data. But there are other kinds of data that are stored in spreadsheets which may also cause regulatory problems in the future.

In the US, a legislation known as HIPAA or Health Insurance Portability and Accountability Act is changing the way health care establishments and practitioners handle patient records. The HIPAA Privacy Rule is aimed at protecting the privacy of individually identifiable health information a.k.a. protected health information (PHI).

Examples of PHI include common identifiers like a patient’s name, address, Social Security Number, and so on, which can be used to identify the patient. HIPAA covers a wide range of health care organisations and service providers, including: health plan payers, health care clearing houses, hospitals, doctors, dentists, etc.

To protect the confidentiality, integrity, and availability of PHI, covered entities are required to implement technical policies such as access controls, authentication, and audit controls. These can easily be implemented on server-based systems.

Sad to say, many health care organisations who have started storing data electronically still rely on spreadsheet-based systems. Those policies are hard to implement in spreadsheet-based systems, where files are handled by end-users who are overloaded with their main line of work (i.e. health care) and have very little concern for data security.

In some of these systems, spreadsheet files containing PHI may have multiple versions in different workstations. Chances are, none of these files have any access control or user authentication mechanism whatsoever. Thus, changes can easily be made without proper documentation as to who carried out the changes.

And because the files are normally easily accessible, unauthorised disclosures – whether done intentionally or accidentally – will always be a lingering threat. Remember that HIPAA covered entities who are caught disclosing PHI can be fined from $50,000 up to $500,000 plus jail time.

But that’s not all. Through the HITECH Act of 2009, business associates of covered entities will now have to comply with HIPAA standards as well. Business associates are those companies who are performing functions and services for covered entities.

Examples of business associates are accounting firms, law firms, consultants, and so on. They automatically need to comply with the standards the moment they too deal with PHI.

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Disadvantages of Spreadsheets – obstacles to compliance in the Healthcare Industry

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Disadvantages of Spreadsheets

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How FieldElite helps Electricians

The need to hire an electrician arises more often than we expect. It’s quite common to come across problems with structure-wiring, whether at home or in your business premises. It’s, therefore, not surprising to come across a home or a business owner in search of electrical services.

Whether a startup or a fully-fledged business that offers electrical services, there are challenges that come with running the venture. Where you have field service electricians, the challenges are even compounded, more so on matters of assigning tasks, receiving complaints from customers, and receiving field service reports.

As we all know, an electrical business isn’t just limited to the management of field service electricians. You’ll have to manage all the processes, a responsibility that can be quite daunting.

It doesn’t have to be difficult, though. You can take advantage of a field service management software program to make the entire management process effortless.

FieldElite is one such software. With FieldElite, you can assign tasks, communicate, and receive reports from your electricians on the go. Incorporating field service management in your electrical business enables you to run your business operations smoothly.

Below are some of the benefits of using FieldElite field service management software.

Increased Efficiency

Improved efficiency is the number one benefit electricians can get from field service management software. With FieldElite, electricians can accept jobs while in the field and add attachments together with client signatures using their smartphones or tablets. From the field management software, they can get information on the optimal route to the site, the tools required for the job, the service history of the customer, and contractual commitments.

Managing and scheduling tasks on FieldElite are just a few clicks away for office-based operators. That means reduced travel times and delays that often cripple workforce management.

Improved Professionalism

FieldElite field management software gives you a professional edge over your competitors. With this field management software, you can store all your business-related information in a central place. Therefore, each of your electricians can access the data from anywhere using their smartphone or tablet installed with the FieldElite mobile application. As such, there?s no breach in communication, and that means the electricians will get the scheduled tasks on time. Building such relationships with your team in the field encourages teamwork and motivates each team member to play their part. Again, since you can monitor what’s going on in the field, you can address the issues raised by your electricians or customers as soon as possible.

Effective Communication

Timely communication is very essential if you’re working with field technicians. Since you’ll not always be with them in the field, it’s always important to establish a proper communication channel to ensure information reaches them in time. With FieldElite field service management software, electricians receive notifications and details about tasks assigned to them via the FieldElite mobile app.

On the other hand, office-based staff can access the report with the details of the job once the electrician completes the given task. This implies that both the electricians and the office-based operators can get communication instantly, enabling them to see and manage their workloads. Individual electricians can close jobs on-site and proceed to the next task without having to do paperwork reporting. For this reason, electricians can complete multiple tasks within a short time, which improves their overall productivity.

High Accuracy

With FieldElite field service management software, missing data or incomplete information is a thing of the past. Electricians no longer have to deal with paperwork, which can be daunting and time-consuming, yet with a million and one errors. With FieldElite advanced mobile features, all field service processes and operations are automated. The electricians are left with quite little to do, and that minimises data entry errors.

Because the managers get real-time updates from the field techs, they can accurately maintain and track the field processes. With FieldElite mobile features, managers can get information regarding the job status, the actual time of arrival, and the time taken to complete the task. With such updates, the electricians are better placed to do the job well without wasting much time, thus improving their overall productivity.

Improved Co-ordination With The Team

Apart from improving the productivity of the electricians, FieldElite improves coordination with the entire management team. For instance, an electrician can be assigned new tasks within the same area where they’re currently assigned instead of sending another to complete a task in that same place. FieldElite makes this possible by always capturing the current location and job status.

Whenever a new request is made in an area, FieldElite first checks the database to confirm if there is an electrician already assigned in that area. If the status of the ongoing assignment is complete or almost complete and the new task request can wait for the remaining time, the electrician in the field would be assigned the new task. By doing so, the business saves on cost and time and minimises movements.

Improved Customer Satisfaction

As an electrician, you’ll only be satisfied if the service you offer makes the customer happy. Apart from fixing their wiring problems, they?d be happy if you responded quickly to their request. This is only made possible with field service management software. With FieldElite, managers can notify the electricians on the service requests in their respective areas, allowing them to respond to the call within a very short time. Not only does this give you some level of satisfaction as the business owner but it’s also a win for the company.

Make your field work-flow better with FieldElite, and improve the productivity of your electricians. With FieldElite releasing regular and timely updates, users aren’t left behind whenever there are changes in the field service industry. The updates introduce new features and capture new standards to ensure that you get the best experience with the software at all times.

A Business Case for Sharing

We blogged about sharing services in a decentralised business context recently, and explained why we think why these should be IT-Based for speedy delivery. This is not to say that all shared services projects worldwide have been resounding successes. This is often down to the lack of a solid business case up front. We decided to lay out the logic behind this process.

Management Overview ? The overview includes a clear definition of why the current situation is unacceptable, the anticipated benefits of sharing, and an implementation plan were it to go ahead. The project should not proceed until the stakeholders have considered and agreed on this.

Alternatives Considered ? The next stage is to get closer to the other options in order to determine whether an alternative might perhaps be preferable. Substitutes for shared services are often doing nothing, improving the current method, and outsourcing the service to a third party.

The Bottom Line in Business ? Sharing services comes at an initial cost of infrastructure changes, and the impact on human capital (the latter deserves its own blog). The following need careful consideration from the financial angle:

Numbers to Work Through

Manpower to design and roll the project out in parallel with the existing organisation.

Capital for creating facilities at the central point including civil works, furniture and equipment and IT infrastructure.

The costs of travel, feeding and accommodation. These can be significant depending on the time that implementation takes.

The opportunity loss of diverting key staff – and the cost of temporary replacements – if appointing line staff to the project team.

Crystal-clear project metrics including (a) the direct, realisable savings (b) the medium and long-term effects on profit and (c) where to deploy the savings

Risk Management

Shared services projects don’t go equally smoothly, although planning should reduce the risk to manageable levels. Nonetheless it is important to imagine potential snags, decide how to mitigate them and what the cost might be.

We believe in implementing shared services on a pilot basis in the business unit that eventually provides them. We recommend building these out to other branches only when new processes are working smoothly.

Moving On From a Decision

We recommend you revisit your management overview, the logic behind it, the assumptions you made, and the costs and benefits you envisage before deciding to go ahead

The final step in proving a business case is doable should be fleshing out your roadmap into a detailed operations plan with dependencies on a spreadsheet.