How to improve overall productivity by optimizing your field service scheduling

How to improve overall productivity by optimizing your field service scheduling

Field service scheduling will never be a perfect art. Given the semi-unpredictable nature of equipment, machines, and even people, it’s nigh impossible to get it right every time.

However, it is possible to fix certain scheduling inefficiencies. Nobody has a crystal ball that can predict all possible eventualities, but that’s not to say that field service businesses can sit back, relax, and hope that near-perfect schedules will fall into place, even with the help of field service management software and tools.

By and large, scheduling is one of the most important facets of field service management; not only does it ensure that your technicians are in the right place at the right time and with the right tools, but it can also have ramifications for the rest of the business.

Bad scheduling decisions weaken your business goals, such as achieving growth in revenue. For example, truck rolls can cost companies $100 to $200 per visit; just a few of these a year can add up to an inordinate amount of unnecessary expenditure for small businesses per year.


Want to prevent a field service skills gap? Use field service outsourcing

Want to prevent a field service skills gap? Use field service outsourcing

What would you do if 70 percent of your field service counterparts told you that they’re expecting to suffer from a shortage of technicians over the next five to ten years? Would you:

A. Laugh it off—you’ve got a strong workforce filled with job-loyal, highly experienced technicians. Some of them have only ever worked at your company, proving how much they value their job, so why would they leave now?

B. Think about possibly—at some point in the future—advertising for some new staff. It doesn’t matter why you could expect a shortage of technicians, right?

C. Start strategizing—you know that the majority of your technicians have been in the field for over 20 years, and you’re aware that their departure could mean a massive loss of talent that you’ll need to fill. (more…)

No more guessing games: How do inventory management analytics features protect your supply-chain?

No more guessing games: How do inventory management analytics features protect your supply-chain?

Consider these two statistics:

  1. Manufacturers, logistics companies, and merchants class current inventory accuracy at 74 percent.
  2. They also state that the inventory accuracy rate needs to reach 83 percent to be able to cope with the impact of omnichannel selling.

The rise of omnichannel selling has put pressure on the supply-chain, which is just one of the retail trends pushing inventory management practices to be more efficient than ever. (more…)

[INFOGRAPHIC] Crowd servicing, soft skills, and drones: how will field service trends alter the industry landscape by 2021?

[INFOGRAPHIC] Crowd servicing, soft skills, and drones: how will field service trends alter the industry landscape by 2021?

Let’s go back in time to the year 2014: the use of video in field service management to diagnose on-site problems and connect with other technicians out in the field was touted as the next trend that would impact the industry.

The video trend is still going strong and has evolved, with organizations now using video as a medium for peer to peer learning. And that’s the thing about trends: sometimes they come to nothing, but sometimes they evolve into much larger, more impactful forces that have a significant effect on an industry.


3 Critical ERP implementation steps for success

3 Critical ERP implementation steps for success

There are two things that all ERP implementation project managers should know before the implementation process begins:

Twenty-one months is an enormous amount of time for businesses to experience constant change and transition—so, why do they choose to take on implementing a new ERP system and how can that process be made easier?

According to our data, 71 percent of potential ERP buyers are looking to invest in a new ERP solution because they require an integrated system between their HR, accounting, and manufacturing modules, while 31 percent say they’re looking to invest because their current system is not being capable of handling the business workload.

These results highlight two trends for the reasoning behind ERP investment:

  • Businesses want to align siloed departments that may be using different software to capture, input, and analyze similar data
  • Businesses are realizing that their software capabilities need to align with their growth.

Putting these goals into action over a long period of time isn’t easy—and companies that aren’t careful in their implementation risk being one of the 50-60 percent of organizations that Gartner says are being held back by their own ERP initiatives (content available to clients).

Here I’ll go through three of the crucial ERP implementation steps that all businesses must execute in order to achieve ERP implementation success.

I interviewed Jonathan Gross, Managing Director at Pemeco Consulting, and Jeff Carr, founder and CEO at Ultra Consultants to understand how businesses can better focus their ERP implementation steps, and address the challenges above.

1. Review your business processes before implementing a new ERP

Reviewing business processes may technically be a step that precedes the actual implementation of a new ERP, but it’s a vital step in making sure that the desired effects of the implementation project come to full fruition. This step allows organizations to identify areas where they can save money and increase efficiency by eliminating business processes that either don’t fit the organization any more, or will be unnecessary once a new ERP has been implemented.

Gross recommends that business leaders ask themselves the following questions before eliminating any business processes before implementation:

  • Will my business realize benefits from these changes?
  • Will those benefits outweigh the costs of implementing an ERP solution?
  • Can my business leverage the benefits of those changes during the ERP project?

Carr also recommends conducting a comparison and analysis of the business ‘before and after’ before implementation. He says, “Rather than a focus on converting the current state to a new ERP system, the project focus should be to use this technology to drive business value improvement. We’ve found that failing to fully understand and document the current state and the desired future state is the single biggest reason ERP projects fail.”

2. Design an airtight change management plan that caters to people, processes, and technology

58 percent of those affected by ERP implementation have described the changes involved as very difficult or difficult. When teams aren’t fully informed of how the ERP implementation will affect them, it’s likely you’ll lose buy in and experience resistance both pre and post-implementation.

While the main focus should be on effectively inputting change management throughout the ERP implementation steps, the implementation process also provides a good opportunity to initiate further changes within the organization.

Gross believes that good change management covers ‘people, processes, and technology‘ and includes detailed information about the following:

  • Project governance
  • Project and risk management
  • Training and communications
  • Process reengineering and testing
  • User adoption.

Instead of viewing change management as a phase, Carr encourages organizations to weave change management throughout the project, being sure to take into consideration specific team cultures.

Carr believes that leaders should devise an airtight change management with plans that include activities and phases that achieve the key objectives listed in the graphic below.

erp implementation steps

3. Your communication plan needs to be effective and timely

The Project Management Institute’s 2017 Pulse of the Profession Survey reports that the two main causes of failure of strategic initiatives were a ‘lack of clearly defined objectives‘ and ‘poor communication‘.

During this step, businesses should reflect on the results of the first implementation exercise listed here—once certain business processes have been reduced, and the future state of the business has been defined, the capabilities and expectations of a new ERP solution can be communicated effectively.

Carr says that, “All parties must have insight into what the new ERP system will mean for their departments, and for the entire organization. Communications must stress the new capabilities, new processes, and the expected value after implementation. Change only follows when there is shared understanding”.

This supports the findings in Gartner’s report “Create Expectations About Success With Postmodern ERP, Don’t Just Manage Them” (full content available to Gartner clients) on expectations within ERP initiatives—the research found that between 50 to 60 percent of ERP initiatives are “compromised in some way by the same organizations undertaking them. This results in a gap between end users’ expectations and the delivered reality”.

Gross believes that a good communications plan should serve six purposes. It should:

  • Make ERP initiatives visible to the entire organization
  • Define a structure for messaging and content
  • Define the structures, media, and methods to disseminate communications
  • Establish structures to encourage feedback and collaboration
  • Create stakeholder and business partner awareness
  • Facilitate management of a complex, cross-functional project.

Carr also defines a good communication plan as one that acts as more than a ‘blanket plan’ with rough timescales and project plans for the whole organization. Instead, he believes that there are several ways in which an organization should be kept abreast of updates, goals, and project dates. He suggests that business leaders employ the following three communication plan methods:

erp implementation steps

ERP implementation steps: what to do next

If you haven’t already started the ERP implementation process, and are still in the stages of weighing-up which ERP software is best for your business, check out:

  • GetApp’s catalog of ERP software, where you can refine your software search by pricing model, organization type, features, industry, and more
  • Independent GetApp user reviews of ERP systems to help you assess which systems work best for which industry, business type, and price.