Deck The Halls: 9 Field Service Optimization Tips For A Busy Holiday

Posted by Oren Cohen

Thu, Dec 19, 2013

holiday season field service managementEmpower your field service operations with productivity software, collaboration and best practices for field operations and utilization of enterprise wide information resources.

1. Use Mobility Enabled Software

When you use mobility enabled software for field service operations, you can capture information as it is created and make it available to the entire organization. There are many mobility benefits and they include reduction in overhead associated with paper-based field service management, maintenance of accurate audit trails compliant with regulatory requirements and increased productivity.

2. Minimize Transportation Cost Through Optimization

Minimizing transportation costs is essential in keeping down overhead. With rising fuel costs, vehicle maintenance, and expenses associated with maintaining an inventory this is a challenge. “If Your Transportation Fleet Isn't Using Tablets, You're Missing Out!” says Derek Oja.  Everything from pickup and delivery scheduling and execution to company-wide logistics can be optimized with rugged tablets and appropriate software so operations are productive and efficient.

3. Use Integrated Field Service Scheduling Software 

Integrate scheduling with other related enterprise data to make your business processes more intelligent. Intelligent appointment scheduling software can provide your customers with better service, optimize schedules for maximum efficiency and manage unexpected events without upsetting ongoing service. Priorities support most effective operations. Field service optimization, together with dispatch scheduling are often a part of this process.

4. Find the Right Person for the Job

Assign personnel so that the person with the optimal skillset is the one on the job. Good resource scheduling software can optimize service calls to consistently ensure the best human resource with the right skill set and the right tools gets assigned to a customer’s job. This is often part of dispatch scheduling software and field service optimization software.

5. Create Effective Teams

Optimize your human resources with collaboration. Collaboration means you can share information instantly and engage in problem solving with others. Make sure that this excellent technology is wisely included in your business process. Consider creating collaboration teams in advance and including them optionally with your service call specification.Some say that there is also a role for social in-field mobility.  A new app called SHOUT, enables techs to collaborate in the field technically and socially.  Analyst William McNeill of Garter considers social collaboration to be highly instrumental in Garner’s effectiveness.

6. Localize your data validation


Field service information update must take place fluidly and continuously even when you’re offline. Data validation is essential as a starting point for any software analysis and modelling system and without it all findings are meaningless.

7. Generate Orders with Complete Information

Streamline your process starting at the source. Ensure that the service call center is capable of generating orders with complete information. The first step in this process is to brainstorm about how a better business process for field service management can be built. Environments are constantly changing in terms of customer base, economics, technological development and other factors. Doing things the same way that you’ve been doing them as recently as 6 months ago may no longer make sense. Dynamic optimization of shifts according to demand is empowered by call center solutions.

8. Use Real Time Analytics

Real time analytics will help you evaluate situations and critical event as they arise. ClickAnalyze brings reporting capabilities to mobile users wherever they may be. Users can view reports such as travel distance, completed tasks, and utilization. Reports can be customized to help the users manage their daily work, their functional teams, or organizational units.

9. Examine your manual processes 

Where can you automate?  You want to make critical information immediately available to your field staff. Define this information and locate the software tools necessary to make it happen. If you’re not already doing so, track all non-part transactions including labor, travel and expenses. Manage, create and track all operational tasks. Look for other possible areas of automation. Dispatch scheduling software and field service optimization software are essential parts of automation.

Image Credit: Koisny

Tags: Workforce Management Tips, Field Service Management for Enterprise