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April 9, 2019 | 3 Mins Read

Q&A: Exploring The Correlation Between Engaged And Productive Employees

April 9, 2019 | 3 Mins Read

Q&A: Exploring The Correlation Between Engaged And Productive Employees

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By Sarah Nicastro, Creator, Future of Field Service

Juan Cruz, Jr. is the Senior Manager, National Field Services, at Fresenius Medical Care North America. In his role, Juan Leads and manages 6 district field service managers and 55 field service technicians. He’s recently championed a title change of his field team to more accurately reflect the evolving profession, implemented field service KPIs to measure field performance and efficiency, and developed third party SOP to manage the vetting, onboarding, and performance of third-party service providers. One of the aspects of his role that he’s most passionate about is ensuring that his workforce is highly engaged to maintain optimal productivity and customer experience. Here Juan shares with us his thoughts and advice on employee engagement.

Nicastro: Why is employee engagement so important to you and to Fresenius?

Cruz, Jr.: Employee engagement is important for several reasons. First, you have a workforce that is productive – and there is a direct correlation between engaged and productive workers. Disengaged employees will only give you the minimum — just enough to get by — get their work done and go home at the end of the day. With an engaged workforce, you are getting the best ideas and input that can propel a team and organization forward. Engaged employees are also more collaborative. They want to work together for the benefit of the clients, company, and each other. For Fresenius, it is also important because we have several initiatives from product launches to technology deployment over the next couple of years, and we want to be to be excited and ready and eager to learn about the products and technology to ensure that the launches and implementations are successful and as glitch-free as possible.

Nicastro: How have you witnessed a lack of employee engagement causing negative effects?

Cruz, Jr.: I have personally seen the effects of disengaged workforce – work is delivered, but it is not of the highest quality, which causes rework and lost time. Disengaged employees are also not responsive to business needs. There is no urgency in their step, which can have a trickle effect to other parts of the organization. Also, I have seen just the abrasiveness with which disengaged employees work with members of other teams. Disengaged employees have a difficult time working with others because they believe that they are being taken advantage of, or there is no benefit to them in the working relationship.

Nicastro: What are your methods for ensuring your employees are engaged and satisfied?

Cruz, Jr.: Communication is the key to anything that is worthwhile. One of the things I do is take pulse surveys every once in a while to get the team engaged in decisions that need to be made. But even more importantly, taking action on the survey responses and letting the team know that action has been taken or in some cases that an action cannot be taken. If employees see that they are not getting feedback on their feedback, or that action isn’t being taken, they will become disengaged and no longer want to participate. Also, I include employees in discussions with other departments so that there is collaboration between different teams and business functions. A lot of these cross-functional discussions not only build trust with other parts of the organization, but also allow team members to contribute outside of their core responsibilities.

Nicastro: How do these efforts pay off?

Cruz, Jr.: When you have an engaged employee, you have an engaged mind. You also have a situation where ideas and creativity are being fostered, and the ideas that come from your frontline workforce can be transformational for a service business. Engagement also increases collaboration across different teams and parts of the business. As a manager you can make better use of your team, from being tactical to being more strategic, and operate with better productivity.

Nicastro: What advice do you have for others on improving employee engagement?

Cruz, Jr.: My biggest advice would be to proactively solicit input and advice, and really listen to what people have to say. Be intentional in getting advice, feedback, and ideas and implement those contributions where appropriate. Ensure you have a 360 loop where the employee is aware that their contributions were not in vain. Also, be an example to others. Leaders need to set the example of being engaged in their work, with other people, and other teams within the organization.

April 8, 2019 | 3 Mins Read

Leveraging Your Knowledge As An Asset

April 8, 2019 | 3 Mins Read

Leveraging Your Knowledge As An Asset

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By Marietta Nienhaus

This article seeks to answer two questions. First: How do successful companies leverage their knowledge to drive growth? Second: Which trends do we see in the market today related to knowledge management? When we talk about knowledge, we refer to the knowledge management concept that is defined as "… a discipline that promotes an integrated approach to identifying, capturing, evaluating, retrieving, and sharing all of an enterprise's information assets.” (Michael D. Koenig KMWorld, 2012).

These information assets may include databases, documents, policies, procedures, and previously un-captured expertise and experience of individual members of staff. While most companies have methodologies, processes and systems in place to gather information, with the purpose of reducing development, marketing, sales and delivery costs, only a few have been able to leverage their knowledge into the development of new services. For example, Fortune 500 companies lose roughly “31.5 billion a year by failing to share knowledge” (Babcock). A shocking fact, right? We are not only talking about the potentially high added value to the customer that is enabled though knowledge driven services, we also talk about the high margins that can be generated in the company. This means, if you get your knowledge management strategy right it’s a true win-win situation.

Where to Begin

Companies wanting to plunge into the knowledge management-related services ‘game’ need to first consider whether their know-how is worth selling and whether their capability can be put to the market in order to be used by others. This is exactly what a major truck and bus manufacturer did when they saw their market share from selling trucks and busses dropping. They realized how much knowledge and information they were already collecting from their vehicles and what great value that could bring to their clients. They then developed different propositions from this knowledge and began offering different services to their clients. An example of such a service was their fleet management system, which enables the truck’s raw data to be collected from the truck in real time and then translates this into simple and meaningful reports for customers. This service provided clients with information, such as predictive maintenance, information about the driving technique of their drivers e.g. fuel efficiency, excessive idling, and so on. Having this report in hand, the end customers can take corrective actions for the use of their trucks, improve the abilities of their drivers, or even replace drivers who don’t perform as expected, as well as reduce downtime due to predictive maintenance. By finding a way to utilize their knowledge and information, the organization was able to develop a new profitable line of service business, which opened new horizons to the company’s profitability. At the same time these new services give the client new insights, increasing their chances of success by assisting decision-making, facilitating learning, as well as by encouraging and nurturing cultural change and innovation.

Where to Go

Using knowledge management to make maintenance predictive is the next logical step in today’s connected world. This means that maintenance can become more efficient, both in terms of availability to the client, as well as in terms of cost. Predictive maintenance means that you will be able to address issues before the product goes down by acting on information from the product, instead of following a list of actions that need to be verified and checked. For example, in a mechanical assembly you can use sensors to record information on the way the assembly works. From the data stored you know the threshold where you must change the part. When the part reaches its defined threshold, you will be alerted by the system and so you will make the change only when it is necessary. What’s more, knowledge management is now extending its reach into environmental scanning and competitive intelligence, gathering knowledge from vendors, suppliers, customers and even the scientific and scholarly community. An example of this is IBM, which now provides consulting services to its clients with regards to business strategy, big data and analytics, managing transformation and organisational change.

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April 5, 2019 | 4 Mins Read

What Good Digital UX Means to Your Technicians

April 5, 2019 | 4 Mins Read

What Good Digital UX Means to Your Technicians

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By Tom Paquin

The prevailing wisdom is that, when it comes to Digital User Experience, the emphasis of design should always favor the customer. It’s true that managing customer user experience through your organizations’ systems is a key element in serving, retaining, and attracting new customers, but if you’re stopping there, you’re ignoring a huge opportunity. </p.

To understand that opportunity, we do need to understand user experience for the customer. As a service company, what are the interaction points between you and your customer in your service loop? Let’s break this down by doing some good old-fashioned service journey-mapping (Albeit heavily generalized). There are typically three components to a service interaction:

  • Initiation of service: This could be scheduled maintenance, a call or digital schedule resulting from a break, or an automatically-scheduled appointment.
  • Delivery of service: From routing, to coordination of remote delivery, though the actual delivery of service, this is where a customer’s ticket is actually resolved.
  • Resolution of service: Invoicing, upselling, marketing, customer surveys, and all of the other administrative tasks that mark job completion.

If we look at the customer journey through these three steps, there are a few places where maximizing the digital user experience for the customer is paramount to a successful interaction. On a very binary level, the emphasis on customer UX lives almost exclusively in steps 1 and 3. And yes—having easy systems for the customers to use in both instances is important. But it’s that middle step—the delivery of service—that has the most tangible effect on the customer outlook, and that is solely in the hands of your employees.

In fact, all three steps require the employee to interact with more digital systems than the customer would, thus emphasizing the importance of UX in systems the customer never interacts with. At least, that’s the way it should be. Starting with scheduling and routing, through the service appointment, and certainly for invoicing and ticket closing, systems that are fast, accessible, and above all, easy to use, are imperative.

Having powerful tools to manage inventory, fleet positioning, and knowledge management is great, and makes a huge difference, but ensuring that the software itself is intuitive is the key. Technicians need to be able to access what they need quickly and easily, and they need to see a tangible benefit over what they’re capable of doing offline to make the software valuable.

Here’s an example: Let’s say that you’ve invested in a new inventory management system, and your technician is looking for a part. Your system will show the location of the part across all channels, but the way to do that is not readily clear to the technician, or it’s hidden in the ninth submenu, or the system is not available on mobile, or the system works terribly on mobile. So—the technician calls a colleague to check to see if they have the part, drives his truck across town to grab the part, then returns to the job site.

What are the implications of this? First, the technician isn’t using the inventory management system you just spent all that money on. Second, the technician had to leave the job site for a prolonged period of time, meaning potentially more customer downtime. Also, assuming neither technician logged the inventory exchange properly in the software, we now have a situation where there is an inventory exception, meaning that parts allocation is off, parts reordering is affected, and inefficiencies ripple down the service value chain.

Research has shown repeatedly that if workers are met with an unintuitive product, they will go out of their way to avoid using it. Think not just about the level of inefficiency that this causes. Think also about how this impacts the customer experience. It’s clear, then, that while customer UX is important, within the service sphere, good technician UX is arguably more important. There are, of course, a few dimensions to this, so how do you help maximize technician UX satisfaction? Keep these things in mind:

  • Involve Technicians in the Technology Rollout and Purchase Process: I’ve spoken about this before, but managers and business leaders have a great superficial view of how a technicians’ job is completed (even if they were once technicians themselves), so there’s a definite need to make sure that technicians are explaining the scope of their on-site responsibilities, and confirming that new software and hardware can achieve and enhance those responsibilities.
  • Test Software in the Appropriate Conditions: A software demo in a controlled environment is, frankly, a waste of time. Execution is key, and for the technician, that means that access to software under the right circumstances is key. How will they access Knowledge management when they’re up to their elbows in machine parts? Think this through thoroughly.
  • Train, Train, and Re-Train: Onboarding new software and hardware can be a pain, take time, and waste a day or two that could be spent in the field, but the efforts pay dividends. Also, training doesn’t end with rollout. Be prepared to implement 30, 60 and 90-day trainings not just to make sure the systems are working right, but to collect feedback on where systems can be improved.

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April 2, 2019 | 1 Mins Read

Otis Elevator’s Service Transformation Strategy

April 2, 2019 | 1 Mins Read

Otis Elevator’s Service Transformation Strategy

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Tony Black, VP of Service Business and Field Operations at Otis Elevator, joins Sarah to discuss the company’s service transformation strategy. Tony has spent more than 30 years at Otis and provides a look into how Otis makes its employees feel valued, equips them with tools to enable success, and works to manage change.

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April 1, 2019 | 3 Mins Read

The Art of Creating Digital Dependencies

April 1, 2019 | 3 Mins Read

The Art of Creating Digital Dependencies

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By Greg Lush

As you may have read in my last post, the most challenging part of making it through the adoption cycle of a new digital tool is pushing through the trough of disillusionment. Creating the proper digital dependencies, in the right order, is hyper-critical for you to achieve the goal of goal of attaining an outstanding digital reputation. Our objective is to select one or two areas within the business which we can apply one of the valuable applications. To pull this off, the applications chosen must touch many parts of the business and the processes should be considered as compulsory. Here are some things to consider:

  1. Finding that one or two critical business processes which can naturally tie to one of your valuable applications is simpler than it sounds. If you are not already familiar with the details of your business, then partner with somebody who is within your organization.
  2. Think about the user’s current habits, your suggested first application needs to be close to the spirit of the existing process. Straying too far will force the user to think about things completely different, and while that is not always a bad thing, the first hiccup they experience will find them quickly using their old ways.
  3. Your suggestion should simplify their lives. Please don’t misinterpret this as make the activity faster. It is hard to gauge the efficiency gains until after the individual has fully resolved, and used for a period of time, the new digital process. Without question, your designs should always focus on simplification.
  4. Answer this question: What does every person need? For instance, in the service business people need to get purchase order numbers, or on the sales side of the equation they require quote numbers. Introducing these very narrow opportunities to your community will raise their comfort level by accessing the new environments daily, increasing their confidence.

Let’s not forget that adoption is 80 percent resolve. It will be important that you baseline the starting point and set goals for you to reach directly related to adoption. Please do not let your head get too big as the adoption numbers will rise quickly if you have adequately chosen a good digital dependency. Please remember that we are trying to build a solid digital reputation. Make sure that you share the good news of the adoption to the users and the leadership in a tasteful and non-boastful manner. Of course, you yourself are also prone to bringing back old habits. Let’s use the example of notifying people regarding their progress towards adoption goals. For example, four weeks have gone by since you first deployed your two digital dependencies. So far so good, you had a few hiccups at the beginning but all in all things seem to be running quite smoothly. It’s time to let others share in the good news, what do you do?

  • Send an email to the leadership team advising them of the adoption metrics?
  • Use a collaborative news object from within the cloud platforms valuable applications.
  • Create the news object, and it's appropriate notifications from within the cloud platform, yet also send a courtesy link via email to the leadership team.

Which would you choose consciously? Most likely, since you are reading this book, your choice will be item number three. Let me share with you, from personal experience, that at the beginning you will choose number one. If you come from the IT side, and not generally from the business, odds are you will choose item number two. The correct answer will be your conscious decision to select item number three. One of the worst things you can do is make the new platform appear as a burden or even worse an area of embarrassment for the leadership team. Depending upon the individuals they may or may not come to you for assistance in accessing the recently released news object. It is critical that we keep our eye on the ball and always remember why this first step is so important, we are building a digital reputation which is made up of trust. Don’t permit your ego or unrealistic expectations of the users to get you going down the wrong path.

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