Field Service Mobility Implementation

Objective

A national provider of HVAC, fire and bundled MFEP Maintenance and Essential Services required the urgent implementation of a Field Service Mobility solution in order to meet their client needs. This project required both back-end and in-the-field process changes in order to successfully rollout the solution as well as meet client data requirements. We were asked to assist with this process, to ensure a speedy and successful implementation.  

Solution Delivery

• Client data requirements were assessed and then matched back to current ERP in-system processes.
• Software setup was assessed and modified based on the requirements review.
• The field processes and tasks were tested and reviewed, aiming to both meet the client data gathering requirements but provide a streamlined process for the Field Service Technician.
• Although the selection FSM solution already linked to business ERP, software configuration changes were required in order to incorporate the FSM processes.
• Hands-on training occurred with the Field Service Technicians, ensuring they understood use of the app, as well as the processes requirement.
• A feedback loop from the Service Technicians was incorporated, allowing requests and improvement suggestions to flow back into the process.

Achievements

• The business was able to roll-out the solution in a timely manner and meet their client-stipulated time-frame and requirements.
• Back office and Field Service process changes were successfully rolled out, with a low incidence of user confusion or error.

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