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December 15, 2025 | 8 Mins Read

Tackling Tough Talent Topics: 10 Takeaways from Service Journey Day at Home Depot

December 15, 2025 | 8 Mins Read

Tackling Tough Talent Topics: 10 Takeaways from Service Journey Day at Home Depot

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By Sarah Nicastro, Founder and Editor in Chief, Future of Field Service

Last week I traveled to Atlanta for a Service Council Service Journey Day at Home Depot, sponsored by IFS and Vyn. The topic for the day was seeking and preparing the next generation of field service workers – a tall task that is on the mind of every service leader I speak with.

While the layers of complexity woven into this undertaking mean there are no simple solutions or universal answers, it’s an area of challenge where a day of thoughtful discussion and brainstorming among service leaders from various industries is especially valuable.

The day began with a warm introduction from the Home Depot team, along with a tour of their on-site museum (really cool!) and innovation center. Participants then settled in for an afternoon of roundtable discussions that covered everything from attracting younger talent and improving onboarding to speeding time to value and how best to incorporate AI into service operations.

I enjoyed hearing different perspectives, seeing common challenges through various lenses, and learning what’s working – and what’s not – among the leaders present. I am confident everyone left having gleaned some insight they’ll take back to their businesses to improve their approaches.

In no particular order, here are 10 points that surfaced throughout the day that I feel reflect areas that deserve some real reflection. Maybe some of these areas you feel your organization is really strong at, while others are more of a struggle – and that balance will be different for the next leader reading this. What’s universal is how absolutely crucial it is that we put ample focus on the talent that keeps service ticking – and even companies leading the way don’t have all of the answers.

#1: We’re Not Speaking the Language of Today’s (or Tomorrow’s) Talent

Home Depot shared a project the company recently undertook collecting input from 30 GenZ students from colleges across the country to better understand their impression of career opportunities in field service and the trades. One participant clearly stated, “I am your solution, but you are not talking to me.”

The company found that with current messaging and communication channels, candidates don’t feel welcome and/or see themselves in these roles. It was also evident that these students aren’t aware that you can make a good living in these roles.

While many organizations have made strides in modernizing job descriptions, eliminating unnecessary requirements, and seeking candidates in new places, there’s still plenty of work to be done in each of those areas. It’s important we put more effort into understanding what will resonate best with the next generation of the workforce and incorporate that into messaging, as well as work to create better and earlier awareness among students of the career potential that exists.

#2: The Importance of Strong Leadership Cannot Be Overstated  

Many of the discussions I took part in throughout the day wound their way back to one common thread: employees don’t quit roles; they quit poor leaders. The role of leadership in services has never been more important, and this connection deserves more attention, focus, and resources.

Home Depot shared that, as a result of input from its field service technicians, it created a new supervisory role to aid the regional leaders in supporting the frontline workers. Regional leaders were struggling to invest time 1-1, which everyone agreed is essential to creating the level of employee engagement needed for positive relationships and retention. With the introduction of this new role, each frontline employee gets more direct interaction, helping them feel more connected, respected, and supported.

Another element of leadership that came up is trust. How important it is for employees to have psychological safety, to feel they can ask questions or give honest feedback without repercussion, and to know that their leader is looking out for their best interests.

#3: Ignoring VoE Is a Misstep in More Than One Way

One element of strong leadership is the art of listening. Everyone agreed it’s really important for employees to feel heard – not only to have proper channels to provide input and feedback, but to feel that their opinions and ideas are wanted and valued.

According to research the Service Council shared from its 2025 Voice of the Service Leader’s Agenda report, 30% of field service technicians do not feel they have input regarding innovations at their company. What’s worth considering is how this is a misstep in more than one way.

When an employee doesn’t feel they have the opportunity to provide feedback or share ideas (or have the opportunity, but feel no one truly listens or cares) engagement and satisfaction suffer. But also, companies miss out on a wealth of insight from those closest to their customers. Not viewing your frontline workers as a valuable source of information to help improve processes, select tools, impact CX, create new products and services, and more is doing your business a real disservice.

#4: Career Paths Are Crucial, But They Must Be Clear & Actionable

Many organizations realize career paths are important to today’s talent and have introduced them for field service roles. What was interesting about the conversations I took part in, however, is where how this intended “solution” can fall short when it isn’t properly conceptualized or executed.

For instance, one leader shared that they have career paths but while the levels are clearly defined, the competencies needed to achieve each are not. Another leader shared that they’ve struggled to make career paths actionable, because they don’t feel confident that as progression is achieved, they’ll have the capacity to create/support the higher level roles.

So, yes – career paths are important to today’s talent. But they can’t be a check-box exercise; they need to be thoughtfully designed, clearly articulated, and actionable.

#5: Onboarding Sets the Tone for Engagement or Indifference

Onboarding provides an important first impression of the employee experience, and the Service Council’s research shows that only 55% were satisfied with their onboarding. One point I appreciated is that, while time-to-value is important, we need to balance that with understanding that so is making a new team member feel welcome and part of something.

As such, you might consider Home Depot’s approach – they frontload onboarding with learning about the company’s culture. Giving employees an opportunity to understand what they’re becoming part of before you get straight to the technical parts might help create that positive first impression.

You also want to ensure they feel well-supported, not only in what they are learning but by leadership and by co-workers they engage with. One recent addition to the Home Depot team shared how impressed she was that when she started, every interaction at many levels started with, “what can I do to help you?” She felt everyone she encountered was invested in her success.

#6: Recognition Matters (Even When It’s Simple)

Feeling heard is likely the #1 desire for employees, but feeling appreciated for their effort and contributions is up there, too. A programmatic approach to recognition can make participation accessible to all and help foster peer-to-peer accolades, but leaders are well-served to remember that simple isn’t small.

Often, the simple gestures delivered genuinely make the biggest impact. Meaningful recognition doesn’t have to be big, glitzy, or expensive – it can be accomplished in a hand-written note, a five-minute phone call, or an authentic shout-out.

#7: Sorry, But…Time to Value Is a You Problem

One of the roundtable discussions I took part in centered a lot around the challenge of time-to-value. What this looks like varies quite a bit from company to company but is often a source of stress when pressure is high to manage costs.

There were two quite different examples at the table – one company whose time from hire to independent work was five weeks; another whose timeframe was one full year. As we discussed what happens in both these scenarios and what’s required for independent work, the conversation evolved to how much (or little) it is a frontline worker’s responsibility to understand P&L (related to time-to-value and beyond).

While there were different perspectives, the consensus seemed to be that field technicians and frontline workers shouldn’t be burdened with that consideration. One leader said, “generally, as leaders we isolate our teams from having to think about P&L and encourage them to focus on their work.”

If time-to-value is a point of stress for you, there are multiple aspects to consider including the effectiveness of the process, how technology could be leveraged to speed time-to-value, and how to keep employees engaged throughout this period (especially if your timeframe is on the longer side). But I agree that this weight is a leaders to bear – your employees should be focused on executing their duties well, not feeling burdened beyond their scope of responsibility.

#8: You Must Determine How to Create Accountability Without Rigidity

Another interesting conversation that arose was how to ensure the job gets done right without creating an overly rigid process that feels restrictive to employees that want some autonomy. An example that came up was around completion of checklists in a medical environment to confirm compliance with regulatory requirements.

In this example, the checklist was quite cumbersome and manual. So, the issue is less likely related to the collection of information itself than to the manner in which it’s being collected. This is where employees who are technology adept will have little patience for environments that haven’t matured beyond paper forms or arduous platforms with poor UI.

Are you asking for unnecessary information or confirmation? Then there may be steps you can remove to streamline the workflow and reduce frustration. If the information or confirmation is necessary, then either the process in which it’s being collected is causing friction or the reason why it’s important hasn’t been properly communicated (taking us back to leadership).

#10: Without Capable, Modern Technology AND Strong Change Leadership, Your Talent Efforts Are in Vain

I’ve often reiterated the fact that technology is just a tool. And I stand by that. However, today it is a tool that is foundational to success.

And not just “technology” – often it’s outdated or poorly designed systems that are causing the most angst among frontline workers. Modern technology that truly eases the burden of your field technicians’ days and amplifies their ability to create value for your customers is what you need.

The Service Council’s 2025 Voice of the Service Leader’s Agenda revealed that only 62% of technicians agree the technology available to them makes it easier to get work done. In very short order, this number should be nearing 100% because there’s simply no excuse for it not to be.

Moreover, 48% reported they don’t have clarity on how their company plans to incorporate AI. From a change management perspective, this is a major problem. Frontline employees already feel anxiety about AI replacing them in the workforce – a lack of clarity from leadership exacerbates that.  

Today’s workforce deserves technology that makes their day-to-day work easier and allows them to spend more time doing the aspects of the job they love. And they deserve companies who invest in leaders that prioritize communication, value their input, create trust, and truly support their success.

December 8, 2025 | 4 Mins Read

Service Growth: The Good, The Challenging & The Actionable

December 8, 2025 | 4 Mins Read

Service Growth: The Good, The Challenging & The Actionable

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By Sarah Nicastro, Founder and Editor in Chief, Future of Field Service

I was joined on the UNSCRIPTED podcast last week by Dave Clement, Partner at Simon-Kucher, to introduce a joint project we’ve been working on together behind-the-scenes for the last few months. Simon-Kucher was founded in Germany in 1985 as a university spinoff by Dr Hermann Simon, Dr Eckhard Kucher, and Dr Karl-Heinz Sebastian with the vision of helping companies grow using scientific methods to address real-life business challenges. Today, the global consultancy has more than 2,000 employees operating in over 30 countries.

Future of Field Service and Simon-Kucher joined forces to conduct a research project looking at the state of commercial strategy and growth in field services. The study polled 180 executives globally, primarily across North America and Europe. Participants cut across company sizes from mid-market firms to multinational enterprises, and spanned environmental services, mechanical work, facilities management, and beyond.

Positive Outlook on Service Growth Potential

Perhaps the most striking finding from the research is the degree of optimism permeating field services: the majority of surveyed executives express genuine optimism about the future. Eighty-four percent of respondents share that services represents a growing portion of their long-term business trajectory; 15% report it is stable; and only 1% see services diminishing.

Moreover, on a 1 to 7 scale with 7 being strongest, 83% of firms ranked “field service as a differentiator” to their business as a 5 or higher. "The magnitude of optimism was higher than I expected, transparently. That is genuinely high. In this day and age, that's something to celebrate," notes Dave.

In the podcast, Dave and I discussed some of the factors that are likely fueling this optimism. First, leaders recognize that the tools to drive transformation are more accessible than ever. Even five years ago, the level of sophistication available in technology today seemed nebulous and aspirational; there are now success stories of a truly impressive caliber setting the bar.  

Second, the macro environment has forced organizations to become more agile and resilient. The past few years have brought uniquely challenging circumstances with COVID disruptions, labor market upheaval, inflation shock, and more. But, on the upside, these circumstances have created organizational muscle memory around managing volatility and change which leaves organizations more adept at meeting evolving customer expectations.

Third, the competitive playing field is surprisingly level. Research shows that most organizations face similar challenges and haven't yet fully optimized their commercial engines, creating conditions ripe for the most agile and innovative firms to use to their competitive advantage.

The Challenges: Overcoming Operational Pain Points

About those challenges, though. One finding from the research stood out as genuinely surprising: despite surveying 180 executives across diverse geographies, company sizes, and service verticals, the core challenges and priorities remained remarkably consistent.

"I thought we'd see more variance," Dave admits. "US companies versus European companies doing things differently. Multinationals versus nationals operating differently. HVAC services versus waste management taking different approaches. But we didn't see that. The consistency was striking."

While companies should feel comforted by the fact that, relatively speaking, no one has it “all figured out,” the challenges at hand are complex and layered.

More than 80% of firms surveyed expect cost increases in YoY, with technology investment, labor, and input costs cited as the top drivers. Respondents list their top five operational pain points as:

  1. Workforce shortages – 68%
  2. High operational costs – 51%
  3. Limited adoption of automation/technology – 41%
  4. Higher complexity repairs – 40%

These challenges are compounded by the need to keep pace with customer expectations, which have evolved much faster than most service organizations. They want real-time visibility before arrival. They expect personalized service recommendations based on history. They compare each digital experience to Amazon Prime and Uber, and frankly, most are losing that comparison.

We’re at an inflection point where the rules of competitive advantage in field service have fundamentally shifted.

What separates leaders today? The ability to layer commercial innovation *on top of* operational excellence. That means knowing your customers intimately, pricing your services based on the value you deliver rather than the cost you incur, cross-selling intelligently based on customer needs, and using digital tools to enhance rather than replace human expertise.

"It's not that operational excellence isn't important anymore. It absolutely is. But it's table stakes now instead of competitive differentiation,” says Dave. “So now you need people that can come in and say, 'This is amazing. Keep being excellent. But how we differentiate is actually going to be X.'"

The Actionable: Exploring Best Practices Across Industries

The research digs in to some of the actions companies with the strongest success are taking. Digital transformation, both from a foundational and more advanced perspective, is crucial. Fifty-four percent of respondents are currently upgrading core technology and 68% are investing in AI and automation.

But, as we know, technology alone won’t get the job done. The study highlights how firms with disciplined integration of both commercial and digital levers consistently outperform peers on revenue and margin expansion.

It also explores how respondents are navigating commercial topics like account segmentation and prioritization, value selling, enablement, offer design & construct, pricing best practices, and much more.

(additional findings will be published in early 2026)

Finally, Future of Field Service and Simon-Kucher are co-hosting a Service Growth Executive Summit in NYC on February 3rd. This live workshop among an exclusive group of service leaders will provide an opportunity to deep-dive into more findings from the research, share perspectives across industries, and hear firsthand success stories. Spots are very limited, but if this is of interest, please email me.

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December 1, 2025 | 4 Mins Read

5 Ways to Close the Gratitude Gap in the Workplace

December 1, 2025 | 4 Mins Read

5 Ways to Close the Gratitude Gap in the Workplace

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By Sarah Nicastro, Founder and Editor in Chief, Future of Field Service

Along with turkey and sweet potatoes, last week’s Thanksgiving holiday in the US served up a reminder to practice gratitude. Many of us could benefit from a more regular practice to cultivate gratitude in all areas of our lives – but the workplace is especially ripe with opportunities to show more appreciation.

And there are many reasons to do so, both for your benefit as a leader as well as because of the impact it has on employee morale and engagement. Here’s a quick recap of some evidence of the personal power of gratitude:

  • Can regulate the nervous system, reduce cortisol and lessen anxiety & depression
  • Can help individuals handle stress better & improve emotional resiliency
  • Can even  help improve sleep and boost immunity

And, at work, gratitude has been shown to:

  • Improve satisfaction: employees who feel recognized at work are 2.5 times more likely to be happy with their jobs
  • Increase motivation: employees who feel recognized at work are 1.5 times more likely to feel motivated to do their best

If gratitude is good for us and helps our teams to be more motivated, happier, and less likely to leave, then why isn’t it easier to incorporate? For many, it’s simply because leaders are stretched so thin. But expressing gratitude doesn’t have to be overly time-consuming, and the payback is tremendous. In fact, in times where demands are high and resources are scarce, being grateful for what we have is even more powerful.

Action > Apathy

I’ve been inconsistent at best in gratitude journaling, so while it’s a practice I believe in, I won’t lead with that suggestion. Instead, here are five ideas taken from both personal experience and interviews with some really great leaders of relatively simple actions to take to harness the power of gratitude:

  1. Deliver thanks in real-time, all the time. Think something? Say it! I’ve started practicing this in my everyday life with both gratitude and compliments. If something positive pops into your mind about someone else, tell them. We often underestimate how much of an impact these moments have on individuals. As leaders, we also often underestimate the significant power of very simple expressions of gratitude. A short handwritten note, a personal five minute call, even a really genuine mention in a meeting or email after – there are many ways to help people see how much they matter, don’t make it harder than it needs to be so that it feels time consuming or like another big “to-do.” Simple is extremely effective.
  2. Rely on gratitude for powerful reframing. Is your team facing a really big challenge? What happens (for you and for them) if you try reframing it as an opportunity. Gratitude is an impactful lever of perspective. Any time you feel overwhelmed or frustrated by something you’re facing, see if you can shift your thinking to what opportunity it’s creating or how fortunate you are to be tasked with such a thing. Some situations are just really hard, this isn’t to minimize that – but if we work at it, we can almost always find something to be grateful for.
  3. Try a new form of expression that might matter more. I had such an interesting conversation recently with Zach Mercurio, a researcher with a Ph.D. in organizational learning, performance, and change and author of The Power of Mattering. He spoke about how despite the employee engagement services industry being a $1,000,000,000 market, employee engagement is at the lowest it's been in 10 years. In our discussion, and in his book, he shares some advice for three experiences leaders should focus on creating to unlock the power of mattering: feeling noticed, being affirmed, and feeling needed. So maybe in how you convey gratitude, there’s a tactic you can deploy so that it will resonate better. You can read my synopsis of our discussion here or listen to the full conversation here.
  4. Embed gratitude into your team’s culture. Think about how the benefits of gratitude can be expanded if you were to prompt an increase in expression within your team. How might you do this? I think of some of the daily practices we have as a family. At dinner, we share our favorite part of that day. At bedtime, we express appreciation for one another, our home, our health & safety, etc. What are some simple ways you could encourage more expressions of gratitude at work? Perhaps start each meeting with “What’s going well?” Again, it doesn’t have to be an intricate plan – it can be simple shifts that prompt more focus on thinking about and sharing the positive.
  5. Offer a helping hand. Last but not least, do something to support someone(s) less fortunate than you. When we stay “stuck” in our own lens, we can lose sight of how much we have to be thankful for. Taking time to do something to help a less resourced group is a powerful act in many ways – serving a need in your community or network, reminding you your (relative) position of privilege, and creating the positive feelings of doing good for others. This is great to do as an individual, but can also be an exercise to consider for your team.

What would you add to this list? I’d love to hear more ideas! Email me anytime.

PS – I’m thankful for you, our wonderful Future of Field Service community.

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November 23, 2025 | 6 Mins Read

Exploring the Potential of the Rise of Robots in Field Service

November 23, 2025 | 6 Mins Read

Exploring the Potential of the Rise of Robots in Field Service

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By Sarah Nicastro, Founder and Editor in Chief, Future of Field Service

In an age where many households have a Roomba to do their vacuuming, it’s no surprise that there are already many proven use cases of how robots fit into the world of field service. With advancements in agentic AI, the question becomes how much more sophisticated and widespread can (and should) the use of robots in field service become?

One example of what’s become possible is newly announced collaboration between IFS and Boston Dynamics, which seeks to integrate Boston Dynamics’ quadruped Spot robots with IFS’s agentic AI platform, IFS.ai. This integration suggests the possibility of a seamless loop from sensing in the physical world to decision-making and action in the enterprise.

Robots Lessen the Pain of Labor Pressures & Skills Shortages

For organizations across many asset-intensive industries such as energy, utilities, manufacturing, and mining, an intelligent alternative to highly-skilled human field technicians holds tremendous appeal. Businesses across these industries and more are under mounting pressure as their field operations face both labor pressures and skills shortages.

It’s intriguing to consider how something like the IFS–Boston Dynamics solution is explicitly designed to mitigate these strains – offering a robotic option to autonomously perform inspection tasks that would otherwise require highly skilled humans. At the recent Industrial X Unleashed event in NYC, the companies demonstrated how the Spot robots capture a wide range of data—thermal images to spot overheating, audio to detect gas leaks, visual readings of gauges, even signs of spills or voltage irregularities. This data is fed into IFS.ai, which uses agentic algorithms to analyze anomalies, predict failures, and trigger enterprise actions such as maintenance scheduling or crew dispatch.

Conceptually, by automating routine inspections, organizations free up their human workforce to focus on the most critical, skilled interventions. This shift not only helps address labor shortfalls but optimizes the use of existing field teams, reducing downtime and improving resource allocation. To this point, yes, the coupling of physical robotics and AI also unlocks improvements in operational efficiency. With Spot feeding real-time data into IFS.ai, organizations can rapidly convert observations into enterprise-level actions: preventive maintenance, anomaly detection, and optimized crew dispatch. This kind of agentic, automated decision-making shortens response times and enables preemptive intervention. Rather than reacting to breakdowns, companies can proactively address potential issues and therefore maximize asset uptime, a key performance metric in field service.

Robots Enhance Safety in High-Risk Field Service Environments

In addition to how robots can alleviate pressure related to labor shortages, one of the most compelling arguments for robotics in field service is safety. Many industrial environments are hazardous: high-voltage substations, confined spaces, corrosive or unstable structures, or remote and difficult terrain.

In the IFS–Boston Dynamics model, Spot robots can enter these spaces instead of humans, minimizing exposure to danger. Autonomous inspections may be easier to be performed more frequently than manual ones, allowing organizations to potentially catch issues earlier and reduce the risk of failures that sometimes prove catastrophic.

This article from Robotics & Automation News reinforces the positive impact robots can have on safety. It discusses how various types of inspection and maintenance robots (drones, crawlers, quadrupeds, and climbing robots) are being deployed for infrastructure monitoring, non-destructive testing (NDT), and remote asset inspection.

Some examples from various industries include:

  • Transmission Line Robots: Some utilities are using ground-based robots (including robotic arms) for energized line maintenance, transfer of conductors, and insulator cleaning—tasks that would be especially risky for humans.
  • Inspection Robots for Infrastructure: Quadruped robots equipped with thermal, acoustic, and gas sensors are being used in refineries, petrochemical plants, or other sites with difficult terrain.
  • Non-Destructive Testing (NDT) Robots: Robotic NDT tools, including crawlers and tethered devices, can navigate pipelines, storage tanks, and other structures to perform ultrasonic or eddy current testing—reducing the need for human inspectors in confined or dangerous areas.
  • Collaborative Inspection Cobots: In aviation, for example, the Air-Cobot project developed a mobile collaborative robot that works alongside humans to inspect aircraft fuselages, capturing high-resolution visual and 3D scan data.

The Flip Side: 5 Challenges to Consider for Robotics in Field Service

While the potential to increase deployment of robotics in field service is promising in how it can help address labor challenges, improve safety, and create efficiencies, it is also not without significant challenges. Organizations must carefully examine these potential challenges to consider how to offset limitations and avoid potential problems.

  1. Technical Complexity and Reliability. Operating in unstructured, unpredictable environments demands sophisticated engineering. Legged robots or drones must navigate uneven terrain, stairs, tight spaces, and obstacles. Sensor fusion, precise localization, obstacle avoidance, and autonomous navigation remain engineering challenges. Moreover, robots themselves need upkeep! So, organizations will need to consider how they “service” this new service workforce. Preventative maintenance for field-deployed robots is essential, otherwise they’re providing no value if not working in their mission-critical applications.
  2. Risk in Human–Robot Collaboration. When robots and humans share the workspace, safety is a top concern. Human–robot collaboration (HRC) introduces dynamic and unpredictable interactions. Recent research is developing frameworks for real-time risk assessment, such as adaptive decision-making and dynamic ergonomics monitoring, to ensure humans are safe in shared workspaces.
  3. Autonomy vs. Control. There is a trade-off to consider between full autonomy and human oversight. Some systems operate in fully autonomous modes, but many practical deployments rely on shared control or semi-autonomous operation to ensure reliability. In uses of robots alongside agentic AI, as in the IFS-Boston Dynamics example, it’s important to have parameters in place for how to override decisions, audit actions, or ensure accountability when robots act based on AI judgments.
  4. Economic and Business Model Considerations. The initial capital cost of robots is nontrivial. While long-term ROI may be compelling (fewer outages, reduced labor risk, predictive maintenance), organizations must invest in robust hardware, integration, and training. There’s also the challenge of scaling: as more robots are deployed, managing fleets, software updates, and maintenance becomes increasingly complex. A related consideration is regulatory and safety compliance, especially in critical infrastructure. For example, robotics in power transmission must meet safety and reliability standards, and companies must build trust with operators, regulators, and unions.
  5. Ethical and Workforce Concerns. Whether a factual or perceived intention, displacing workers is a sensitive issue. While it’s true that robotics can free workers from dangerous or mundane tasks, organizations should expect anxiety from employees and possible resistance from labor groups concerned about job loss. It’s also crucial to plan for how you’ll accommodate the need to retrain and reskill workers, not just to manage, maintain and interpret robotic systems, but to perform higher-value field service tasks.

Despite these challenges, there are applications where the trajectory for robotics in field service is promising. As both robotics hardware and AI become increasingly sophisticated, we may see a gradual but profound shift in how field operations are structured: routine inspections handled by autonomous agents, humans reserved for complex or strategic interventions, and safety improved through constant robot presence.

Moreover, as the inspection and maintenance robotics market continues to expand (it is projected to reach USD 146.9 billion by 2032), economies of scale may make robotics more accessible to a wider range of companies, not just the largest asset-intensive ones. This means that even if robotics are not on your immediate roadmap, it isn’t too soon to begin considering what role they could play and what strong human-robot collaboration that both benefits workforce wellbeing and operational performance looks like for your business.

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November 17, 2025 | 9 Mins Read

Symbols Without Substance: The Missing Leadership Link Killing Employee Engagement

November 17, 2025 | 9 Mins Read

Symbols Without Substance: The Missing Leadership Link Killing Employee Engagement

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By Sarah Nicastro, Founder and Editor in Chief, Future of Field Service

In today’s talent landscape, employee engagement and experience get plenty of attention. Yet, all too often, it seems that attention isn’t translating into action that is having the intended impact. Where are efforts falling short?

Last week’s podcast guest has opinions, and they’re ones well worth your consideration. Zach Mercurio is a researcher with a Ph.D. in organizational learning, performance, and change and author of The Power of Mattering. He advises leaders in organizations worldwide on practices for building cultures that promote well-being, motivation, and performance and has been featured in the Harvard Business Review, Forbes, Psychology Today, The Denver Post, and ABC News.

The failure of employee engagement efforts is rooted in a desire to accomplish programmatically what can only be done interpersonally. In other words, the determining factor is leadership skills. “For the last 20 years, we've tried to tackle this employee engagement problem through programs and initiatives. Yet, employee engagement is at the lowest it's been in 10 years – despite the employee engagement services industry being a $1,000,000,000 market. Despite 100 validated assessments to measure engagement, countless well-being programs, DEI programs, perks, wage increases of 42% in eight years. Nothing's moved the needle,” urges Zach. “One data point that's really important in the latest Gallup survey was that amongst 15,000 people, just 39% could strongly agree that someone at work cared for them as a person. Just 30% could strongly agree that someone invested in their unique potential.”

The premise of Zach’s latest book is that mattering is what’s missing. “We can only solve this at the interactional level, which is very scary and exciting. It's scary because it means that all of your leaders have to show up in their daily interactions and make sure people feel seen, heard, valued, and needed, and they need the skills to do that,” he says. “It's hopeful because nobody can take away the power that you have to show up in your next interaction and do this. There's no red tape to caring. You don't need your organization's permission or your board permission or your shareholders' permission to show up in your next interaction and show someone they're cared for. So, it's completely accessible.”

The Power of Mattering

To understand why the power of mattering has such a pivotal impact, it’s important to understand that it is instinctual for us as humans – and to distinguish mattering from belonging and inclusion. “It's critical for organizations wanting to do anything about this, and really just in life, to understand is that mattering is first and foremost a survival instinct. It is our most primal survival instinct,” explains Zach. “If you want someone to contribute, they first have to believe they're worthy of contributing. If you want someone to share their voice, they first have to believe their voice is significant. If you want someone to use their strengths, they first have to believe that they have them. If you want something to matter to someone, they first have to believe that they matter. If you want someone to care, they first have to feel cared for. So, it's really the prerequisite to motivation, performance, and productivity. A lot of times, we've thought that people needed to add value to be valued. But psychologically, biologically, it's the opposite. People need to feel valued to add value.

And mattering is different than feeling one belongs, or even that one is included. To illustrate the distinction, Zach uses a team sports analogy. “Belonging is being picked for the team. Belonging is feeling welcomed, accepted, and connected in a group. Inclusion is being able and invited to play in the game,” he explains. “But mattering is feeling that the team wouldn't be complete without you. Why this is important is because mattering happens at the interpersonal level. You can't program your way out of it. There's no initiative or perk that can show someone how they matter. Only people can show people how they matter.”

Why Command and Control Leadership Will Never Cut it

When you consider the power of mattering, it becomes clear how command-and-control leadership is fundamentally incompatible with the innovation and loyalty leaders claim to want. Rather than putting in the effort necessary to yield employees who feel a strong sense of ownership and are empowered, many leaders simply pursue compliance.

“Despite what's on display today, command and control leadership doesn't work. A review of 43 studies from 1966 to 2021 revealed that authoritarian leadership styles are associated with reduced motivation, stifled creativity and innovation, lower job and task performance, higher turnover rates, and more dysfunctional team climates,” explains Zach. “A key contributor to these outcomes is the erosion of both interpersonal and organizational trust resulting from a lack of care and psychological safety. True sustained loyalty and performance emerge when leaders build trust, demonstrate care, and cultivate a sense of safety, not insight fear.”

So, then, the “wave of change” in leadership I refer to often on the podcast isn’t so much a movement away from an outdated style that doesn’t work anymore – but a reconciliation that it never actually did. “What it has done is incite short-term financial gain or shareholder value. If you look at the fallout of organizations that have had tyrannical leaders, there's usually a cycle of two or three years of increased shareholder value and then a massive rebuild,” says Zach. “It doesn't work in the long term. Fear incites short term bursts of energy; it doesn't work to motivate people. And one of the reasons why is you can’t think of the last time you were energized, in flow, creative, innovative, while simultaneously in a survival state of fear. They're fundamentally at odds. And so, it doesn't work for many of the outcomes we say we want.”

The Forces Fighting Against More Enlightened Leadership

If the science is clear, why is more enlightened, intentional leadership not yet the norm? Zach outlined numerous factors at play that. The first is that we’re in a period of significant geopolitical and economic uncertainty, and uncertainty tends to fuel more authoritarian approaches.

“We find that a rise of authoritarian leadership styles actually correlates with complexity,” notes Zach. “When something's complex or uncertain, we seek to control it. If you consider the different political variables going on right now, the societal variables, the technological uncertainty with regard to artificial intelligence, and hybrid work arrangements. When a leader can't get a grasp on something, they usually revert to control through fear. Leaders also aim to control what they don’t understand. Leaders who can't connect with people, they can't do the hard work to develop care and safety, or they don't know how to, or they don't want to take the time to, they usually try to control when they can't connect.”

Zach also discusses the issues of social decay and significantly reduced attention spans and speaks to how both play a role in eroding leadership focus and skill. However, with the rise of AI, it is more important than ever to be aware of these factors and protect against further erosion of crucial human skills. “Yes, AI can do our tasks. It can't take moral responsibility for them. Artificial intelligence can do things for you. It can't care for you. More people than ever are realizing that. And I think the most in demand commodity is going to be human trust,” he says.

In fact, he points out that for the first time, five of the 10 most in-demand skills for the future of work, by the World Economic Forum, are nontechnical such as curiosity, understanding, active listening and compassion. “If you cannot cultivate caring and trusting relationships,” says Zach. “I believe that in the next 50 years, you’ll have a nonviable organization when it comes to a sustainable labor force and sustainable output.”

While it’s hard to dispute the fact that these human skills will become even more crucial than they are today, honing them requires effort and applying them requires a view beyond the immediate. “I want to run a marathon, but it's really freaking hard to get up at four in the morning to run. I want financial security, but it’s really hard to stick to a budget every month,” says Zach. “We want all of these lagging indicators; we want the effects. But it takes consistent, disciplined work to invest in the leading indicator. We don’t approach developing meaningful, high-quality relationships through our interactions with the same rigor as we approach the outcomes.”

We’ve also done these skills a tremendous disservice by referring to them as “soft” for so long. “Anytime you see something as soft or simple, you're susceptible to an overconfidence bias,” Zach cautions. “This is emblematic of what we see across the landscape of human interactions; we think we're better at these things than we are.”

3 Skills That Create a Culture of Significance

Zach has created a framework in the The Power of Mattering to help leaders build skills that will close the gap between employee engagement intentions and impact. After asking thousands of people when they felt they mattered at work and to a leader, he landed on three major experiences leaders should build skills to create:

  1. Feeling noticed. “They feel seen and heard. Someone actually remembered and checked in on the details of their life and of their work. Their voices were heard. The meaning behind their words, the feelings behind their words were addressed, and they had somebody that was checking in and not waiting for something to go wrong to hear from them,” describes Zach. “If you feel your direct report would react with fear and anxiety if you called them out of the blue, it's not that you're a bad leader. It's that too many of your interactions have been transactional.”
  2. Being affirmed. “The recognition platform market is now a $19,000,000,000 market and is projected to be a $50,000,000,000 market in 2030. We have more employee appreciation weeks, peer kudos platforms and values-based awards, and yet people feel more overlooked than ever according to recent surveys,” explains Zach. “One of the reasons is that recognition is different than the interpersonal experience of being affirmed by another person. Appreciation is general gratitude for who someone is, their presence, their role. Recognition shows gratitude for what someone does, celebrating the wins. Affirmation is showing somebody how their specific, unique gifts make a specific, unique impact.”
  3. Feeling needed. “When people feel replaceable, they'll act that way. When they feel irreplaceable, they'll act that way,” notes Zach. “One of the best ways to do this is to make sure people can see exactly how they and their unique perspectives, strengths, purpose, and impact are needed. You know, saying things like ‘if it wasn't for you’ and making sure people can see and walk the ladder all the way up to how they and their inputs are indispensable to something bigger.”

There’s nothing wrong with the creation of programs and the investment in platforms – it’s just important to understand that those things alone won’t get the job done. “An award, a certificate, a raise, a promotion – these are all symbols; they're all inanimate objects.  An award cannot value somebody. A perk cannot value somebody. They can be symbols of value,  but only people can value people,” explains Zach. “We only truly feel valued when other people value us. And that's why you cannot program perk your way out of an employee disengagement crisis. You can only reengineer how you and everybody in the organization shows up in daily interactions.”

And that work is simple, but not easy. The psychology behind this, the reality that there are no shortcuts to nurturing these very human needs – it makes perfect sense. It’s fairly straightforward to understand. But the bridge between understanding and impact takes attention, attention, and skill. To hear two practices to incorporate to build positive momentum, Zach’s advice on how all of this applies to “difficult” employees, and what to do when no one is making you feel like you matter, listen to the full podcast.

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November 10, 2025 | 6 Mins Read

Walmart’s Offensive AI Strategy

November 10, 2025 | 6 Mins Read

Walmart’s Offensive AI Strategy

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By Sarah Nicastro, Founder and Editor in Chief, Future of Field Service

Last week I attended Harvard Business Review’s virtual Future of Business event, which featured executives from across industries alongside academics discussing everything from geopolitical uncertainty and innovation to leadership and change management. One of my favorite sessions was with Doug McMillon, President and CEO of Walmart Inc.

McMillon’s 30+ year career with Walmart began in 1984 as an hourly associate, picking orders and unloading trailers in a warehouse. He went on to serve in senior leadership roles across each business segment before taking his current position as CEO in 2014. While much of the discussion was around leading with purpose in uncertain times, what stood out to me is how that mission is being applied to the company’s AI journey.

“The first thing that comes to mind with AI is opportunity,” McMillon said. “When GenAI first began capturing attention, we were pretty balanced in our mindset between offense and defense. That shifted over time to being offensive. There’s a great opportunity with AI for us to change.”

Starting Off Strong

While Walmart finds itself in a good position to play offense with AI today, McMillon spoke about how the foundation to be in that position was built over the past decade. He retold the tale of Walmart’s massive investment in transformation and the long-term view that was required. “It’s probably important to remind everyone that a little over 10 years ago we made a number of large investments simultaneously,” he explains. “Walmart invested billions in our people, billions to lower prices, billions in ecommerce and to modernize our tech stack.”

Doing so required commitment from shareholders, taking the profitability of the company down for some time. “Operating income was 6% when I took the role and came down to just North of 4%. Our shareholders paid for this so that we could invest in the future of the company. Over time, we’ve been able to bring that operating profit back up,” McMillon says.

Having this foundation in place positions Walmart well for the AI era. “Our technologists have done a great job of modernizing our tech stack and now we can infuse that with AI,” he says. “We know our priorities, we’re resourcing , we’re driving that change.”

Adapt to Continuous Transformation

A capable tech stack is just one piece of the puzzle, though. That foundational journey also readied the company for a necessary shift in approach to one of continuous transformation. “The catch up on ecommerce led us to understanding that we had to literally change the way we worked. You have to set yourself up to change all the time, not just once,” emphasizes McMillon. “That means constant learning, mindset shifts, changes to structure, new capabilities, a faster pace – so that you don’t fall behind again.”

AI will irrefutably bring with it a new wave of change, one that will transform how we work in ways we’ve only begun to imagine. “I do think every job we’ve got is going to change in some way. I can imagine how AI will change every one of them and create new jobs too,” says McMillon. “It will eliminate some tasks and some roles and what we want to do is equip everybody to make the most of the new tools available. To learn, adapt, add value, and drive growth and still be a really large employer years from now.”

6 Tips for Change Leadership vs. Change Management

Perhaps Walmart’s biggest offensive strength is McMillon’s view on what’s required to lead the company through change. His approach feels genuine, grounded, and people-centric and he shared a number of thoughtful insights on how to bring people on this journey.

  1. When change is vast, focus on the constants. While the inclination is to talk about the ‘why’ and the ‘what’ related to change, in a time where change is immense, consider focusing instead on what isn’t changing. “We decided fairly early on to explain to people what wouldn’t change – the list of what would was long and could be overwhelming,” says McMillon. “We spoke about what we will stay committed to…our purpose, our four core values. Everything else is open to change.”
  2. Keep technology in perspective. Even though McMillon is bullish on the potential around AI, the ethos for the company keeps things in perspective. “We say people led, tech powered. We want to be great at deploying technology, and we want to start with the humanity of the experience – the technology is to serve people,” he says.
  3. Recognize when new skills are needed. Earlier this year, Walmart brought on a new role to help lead its AI journey. “We knew top down what we want to accomplish, but so many of us were doing these things on top of everything else,” says McMillon. “We created a new role, which reports to me, who has AI experience and whose responsibility includes speeding up our AI transformation.”
  4. Invest in upskilling. We know that AI will change roles, but human talent will remain crucial. So, it’s important to invest in training, upskilling, and reskilling to bring your teams along and ready them for what’s coming. “We’ve given everyone a ChatGPT license so they can learn and grow and go through this process with us. We have 2.1 billion associates around the world and we’re giving them all the tools we can and being as transparent as possible,” shared McMillon. “Specific programs are being created for Walmart Academy, and we have Live Better U – we’ll pay for college tuition and books if people want to get a degree. I’ve run into people in a store that want to get into cybersecurity, for instance.”
  5. Nothing replaces facetime. McMillon spoke about the amount of time he spends visiting Walmart locations and engaging with the frontline, and how much value that investment yields. “Sam Walton was in the stores all the time; he became a pilot to get around faster. I spend a lot of time visiting locations and 99% of the time no one knows we’re coming,” he says. “We show up and go straight to our associates helping people check out or picking orders. The conversations always lead to something – I always leave those visits with a list of to-dos longer than what I leave because the things I learn we can use to help the whole company.”
  6. Prioritize honesty and consistency. In uncertain times and situations, fall back on honesty and consistency. “Being really honest about things is important and being consistent. Remind everyone what you’re trying to do. The rhythm of the company comes to mind; how often are you together in person? We really believe in that,” says McMillon. “Build relationships, earn trust, shoot people straight, go through it together. If something doesn’t work, acknowledge and move on to the next thing. Encourage, support, but lean in to change because the alternative is not very enjoyable.”

Walmart’s Technician Development & Field Service Revenue Potential

As McMillon spoke about some of the ways Walmart is investing in the upskilling and reskilling that AI demands, he shared that beyond opportunities with Live Better U, the company has begun training and certifying technicians. Further, Walmart is even offering those services externally. “We’ve been creating a lot of technicians – people to fix systems such as automated storage retrieval in DCs and HVAC,” says McMillon. “There’s more talent needed in the world to do those jobs, and we’ve been teaching and certifying them to do that work. In some cases, we have started to sell those services outside the company in what might grow into a profit center.”

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November 3, 2025 | 5 Mins Read

6 Tips for Intentional Leadership from One Who’s Walked the Talk

November 3, 2025 | 5 Mins Read

6 Tips for Intentional Leadership from One Who’s Walked the Talk

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By Sarah Nicastro, Founder and Editor in Chief, Future of Field Service

In last week’s episode of UNSCRIPTED, I had the privilege of welcoming back Eduardo Bonefont, the former Worldwide Vice President of Technical Services at BD, to talk about the concept of intentional leadership. As someone who’s witnessed Eduardo’s commitment to leadership firsthand—both on the podcast and at industry events—I was eager to delve into his philosophy on mastering presence, setting boundaries, and creating a meaningful legacy through what he calls the “unfinished portfolio.”

Eduardo’s first appearance on the podcast was in episode 139, called “Slowing Down to Speed Up,” and it’s a discussion I still reference 200 episodes later. Last year Eduardo retired from BD and I knew he’d bring with him new insights having recently navigated that experience. He delivered by offering a collection of advice for how to embrace the opportunity of more intentional leadership – whether you’re at the height of your career or approaching retirement.

Eduardo began by clarifying what it means to be an intentional leader, emphasizing that it’s about “leading with purpose.” He explained, “Reactive leaders can no longer survive in today’s environment. Everything moves too fast. An intentional leader is defined by the conscious and strategic allocation of our most finite resources: time and energy.” Being intentional begins with a mindset, but for Eduardo it continues into an operating model for leadership that rests on three pillars: presence, strategy, and legacy.

#1: Master Presence

“Presence required me to shut out distractions to be fully invested in the critical moments that build trust and drive your cultures,” he shared. When I asked Eduardo about practical steps for ensuring full attention in critical moments, he was unequivocal: “The need for a leader to be present is not a soft skill you can develop. It is the foundation of effective communications and team culture.”

He advocates for leaders to “aggressively defend [their] focus,” modeling behavior by removing distractions, insisting on laptops being put away and video cameras turned on during virtual meetings. “Presence means listening with your eyes as much as your ears,” he said, “and your behavior sets a standard for the entire organization.” Eduardo’s advice is clear: “A leader’s most important responsibility is to model focus and respect for the team’s time. If you are distracted, the meeting’s value is instantly out, effectively wasting the time of everyone in that room.”

#2: Set Boundaries to Protect Time and Capacity

Eduardo emphasized that “the freedom to pursue the high-impact work of intentional leadership is not found; you have to manufacture that time.” He advocates for leaders to view their calendars as budgets, blocking out time for strategic thought and learning to “master the art of saying no.”

He explained, “If a request does not significantly advance your organization’s vision, it should be deferred, delegated, or declined.” Delegation, though challenging, is an opportunity to develop talent and free up time for visionary work. “Setting those boundaries to force deep working time is what enables you stop being a full-time operator and instead become a full-time architect on impact vision,” he advised.

#3: Prioritize Emotional Consistency

Eduardo also stresses the importance of emotional consistency, which he described as a strategic tool. He says, “the leader’s mood sets the tone for the entire team and the organization” and believes that consistency in emotion fosters trust and predictability, allowing teams to focus on execution rather than worrying about a leader’s reaction.

“Emotional consistency doesn’t mean you have to be robotic in your emotions… The power of expressing authentic emotion is very important,” he clarified. Eduardo stressed that authenticity, paired with deliberate emotional management, helps leaders inspire and energize their teams, driving them toward shared goals.

#4: Develop A Personal Operating Model

Turning vision into reality can be a real hurdle for leaders. Eduardo shared he’s adopted his personal model: “Think big, start small, move fast,” from a concept used by innovative organizations like Amazon and the Mayo Clinic.

He’s added his own twist, accepting risk, as a critical fourth principle. “Think big is about setting clear, disruptive vision. Start small is about prototyping and testing quickly to validate assumptions. Move fast is about maintaining velocity to outpace your industry… Accepting risk is about building a culture that tolerates failure as necessary input for breakthrough process,” he shares. He cautioned, however, that these principles must not compromise integrity or quality, reinforcing the need for boundaries even in bold innovation.

#5: Combat Complacency with Annual Rituals and Regular Team Engagement

Eduardo is adamant that “the status quo is almost always the enemy of the intentional leader.” He fights complacency through an annual ritual of performance reengineering, where he carves out time to really reflect on the question: “How am I going to significantly improve my personal and team performance for the prior year?”

He recommends a reflective period after the holidays to do this work of assessing what worked and what needs to change, as well as using cadenced one-on-one meetings not only as a routine touch-base but as strategic workshops focused on gathering feedback and identifying new opportunities. “Ample inspiration lies within your team. In your one-on-ones, get the updates – sure,” he says. “But go beyond the update and focus on two things: what feedback does the individual have, and what is their take on the biggest whitespace opportunities? This sets up some great discussions and makes the team accountable for innovation.”

#6: Consider Your Legacy

One of the most powerful concepts Eduardo introduced is the “unfinished portfolio”—the impactful contributions an individual leader is uniquely qualified to make. As retirement approached for him, he shifted his focus from monetary accumulation to the legacy contribution he’d have on his organization. For him, this led to taking more risks, coaching more, and setting bolder strategies, all with the goal of driving high-impact change to uplifts other and set a lasting example and to leave with no regrets.

When asked to share one final takeaway, Eduardo said, “Don’t let your expertise sit idle. Enjoy what you do and encourage others to do the same. Be the one who proactively brings the best version of your experience to bear the maximum positive impact.” He believes that this proactive approach not only drives purpose and experience but also creates lasting connections—“relationships that you’ve built over the years that continue to the future.”

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October 27, 2025 | 5 Mins Read

The Criticality of Repair (in Life and in Service)

October 27, 2025 | 5 Mins Read

The Criticality of Repair (in Life and in Service)

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By Sarah Nicastro, Founder and Editor in Chief, Future of Field Service

My undergraduate degree is in psychology – it’s a field I’ve always found interesting and an area of study that, while I decided to go on and get my MBA rather than pursuing it further, provides knowledge that can be applied in countless areas. I’ve found that the corporate world is ripe with opportunities to leverage an understanding of psychology.

In addition to the conceptual understanding I gained through my studies, however, I’ve also spent my fair share of time applying concepts of psychology to my own life as I’ve worked with different modalities to navigate the effects of childhood trauma. After becoming a mom, I learned about “rupture and repair.”

The National Library of Medicine says: “Rupture and repair are key ingredients to connection. When ruptures in relationships occur, which they will, it is important to revisit the situation to work on restoring safety, regulation, attunement, and understanding. Through engaging in this process and providing consistent secure base and safe haven supports, conflicts have the opportunity to heal…Repeated rupture without repair can lead to mistrust, cognitive distortions, resentment, and emotional stunting.”

Mastering Repair Changes Relationships

If I put this simply in my parenting context, since I didn’t have this modeled well for me, I had to learn that parents do cause rupture – it’s human. Parents have moments of impatience, parents raise their voices, parents respond out of hurt or anger in a way that is less than considerate. Of course, we want these moments to be as few and far between as possible, but what’s crucial is how we repair – what we do next after that rupture occurs.

As mental health writer & illustrator Lindsay Braman says, “Good attachments take work, and one of the hardest parts of building and maintaining satisfying and supportive relationships is repairing after rupture (i.e., conflict). It’s so difficult, and conflict is so often avoided, that many of us have never experienced really good repair – or the way that it can deepen and strengthen our connection and trust with another person. Rupture is inevitable. Conflicts, disagreements, and hurt happen in relationships. Repair doesn’t necessarily come naturally. It’s hard to admit when we’re wrong or when conflict occurs. And it takes work! It’s easier to “just move on” or act like it didn’t happen – to play it safe. But that’s not how healthy relationships grow and deepen. Avoiding conflict results in shallow and ultimately unsatisfying relationships.”

Service Will Go Awry – It’s What Happens Next That Matters Most

This concept applies to customer service, too. In fact, one of our Stand Out 50 leaders Adam Gloss, COO of Impel, shared a story on LinkedIn over the weekend that illustrates the importance of repair in service.

Adam discusses two companies that had major systems outages this past week, Amazon Web Services (AWS) and Alaska Airlines. He was impacted by both but shared his disappointment in how Alaska Airlines handled its issues.

“AWS’ failure created widespread impacts but they owned it, were fast to fix them, and were (relatively) transparent to their customers. Alaska Airlines had their SECOND failure of IT systems this year, both times grounding hundreds of flights and rippling through their system for days. While grounding was the right initial response (safety first), the fact that it happened twice in core business systems, in a matter of months, is a signal of real problems. Being one of those impacted, communication with me was neither swift, nor thorough,” Adam shares. “While I got home safely (primary concern), I lost a full 24 hours getting there. For this, Alaska Airlines offered me a $150 flight credit [my account’s wallet has been full of these credits this year]. When you fail at your core function (getting people from one place to another safely and on time), there is a secondary expectation that you need to fix it fast, be transparent and make it right for them. Alaska Airlines and AWS both failed this week, but Alaska Airlines failed worse and apparently didn’t learn from the first time it happened this year. Here’s hoping they learn the second time and that they don’t strike out. It is cheaper and easier to keep customers than to get new ones.”

So what can a service organization take from this? There are a few key points. First, rupture will happen – it is inevitable. While making the utmost effort to provide flawless service makes sense, if you are ill-prepared for when (not if) things go wrong, you don’t have a holistic strategy. Second, if rupture is followed by good repair, it can actually be an opportunity for service providers to grow closer to customers. Reasonable customers know that 100% seamlessness is unrealistic, too – they are less apt to expect perfection than they are to expect you to handle issues swiftly and competently (aka repair) when things go awry.

Repair is a Process, Not a Performance

Finally, you should know that a good repair isn’t rocket science – it’s a few simple steps, executed authentically. Dr. Ammara Khalid, M.A, Psy.D, Founder & Owner of RIA Psychological Services, shares the perspective of how she works with clients in her practice. “I remind clients that repair is more than just saying ‘I’m sorry’ and moving on. Repair is a process, not a performance. Also, repair means healing and healing, as we know, is not instantaneous.”

She explains the Attachment Injury Repair Model she uses with clients in session:

  1. Create space for the injured partner” to identify and express hurt feelings, to the extent that they feel truly heard;
  2. Provide an opportunity for the “injuring partner” to express remorse in a genuine way;
  3. Develop an understanding as to how the injury could have happened in the first place.

We can easily rewrite these for the service scenario:

  1. Create space for the customer to express their feelings of frustration, disappointment, etc. – practice active listening and apply empathy
  2. Express remorse in a genuine way – and offer any compensation/offer if applicable
  3. Communicate an understanding of how the issue happened – and what your specific actions are to ensure it doesn’t happen again (or to minimize the likelihood it’ll happen again)

Do you have an example of a service rupture followed by excellent repair? If so, I’d love to hear it! Email me anytime.

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October 20, 2025 | 3 Mins Read

Dynamic Scheduling: The “OG” AI

October 20, 2025 | 3 Mins Read

Dynamic Scheduling: The “OG” AI

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By Sarah Nicastro, Founder and Editor in Chief, Future of Field Service

Last week I was in Baltimore for IFS’s PSO (Planning & Scheduling Optimization) Day. The event was graciously hosted by Exelon and brought together companies from a variety of industries that are currently using PSO, in the process of rolling out PSO, or are considering PSO. It was my first time in Baltimore and while it was a very brief introduction, the morning view from my hotel room left a positive impression.

At the event, Daniel Basile, VP of Field Services at TOMRA North America spoke about his company’s journey with IFS as a whole and with PSO specifically. TOMRA has been an IFS customer for over a decade and is on the latest version of IFS Cloud. Daniel referred to PSO his presentation as “AI before AI was cool.” This made me chuckle as I’ve also spoken with other users who have called PSO “the OG AI.”

PSO is a dynamic scheduling engine that uses an AI-driven algorithm to continuously optimize technicians. The tool takes into consideration a number of factors which companies set based on their priorities, including capacity, geography, work types, SLAs, travel time, and various other rules (skills, certifications, customer preferences, etc.). Making micro adjustments every second, PSO works on a constant and automated basis to improve SLA compliance, reduce travel, and maximize utilization.

27% Improvement in Operational Efficiency, Anyone?

The impact of dynamic scheduling is typically quite impressive. At TOMRA, for instance, its initial implementation of PSO helped the company improve first-time fix rates to 97% and increase operational efficiency by 27%. So, while dynamic scheduling – this “OG” AI – might not have as shiny a buzz as GenAI or agentic AI, it’s a well-proven application that drives business value.

As I listened to the various companies in attendance share about where they are in their service transformations and what role PSO is or may play, a few things stood out in my mind:

  • Dynamic scheduling delivers value many companies haven’t yet realized. There were numerous companies in the room that are still using quite manual scheduling processes or outdated homegrown solutions. One shared that they aren’t currently able to offer customers any timeframe for technician arrival. Another spoke about the lack of visibility into what’s happening in the field. Many shared about the need to improve customer experience as well as efficiency. And these stories aren’t unique – many companies have yet to take advantage of the benefits dynamic scheduling offers. With all of the talk about where to start with AI and how to get business value from the technology, this seems like a no-brainer.
  • A focus on continual innovation, paired with new AI capabilities, offers ongoing potential. For those in the room, like TOMRA, who have already experienced the initial ROI of PSO, the work isn’t done. Daniel spoke about how TOMRA is working within IFS’s Pioneer Program to help develop the next generation of service-centric AI use cases. He cautioned others, “don’t be married to your current ways of working – stay open to what’s becoming possible.” Kevin Miller, CTO for North America at IFS, shared with attendees the further PSO capabilities, such as WISE (What-If Scenario Explorer) and agentic AI dispatcher and appointment booking agents. There was conversation around how companies looking to get the most of their technology investments must adapt their ways of working to be geared toward continual innovation rather than the traditional “deploy and leave be” for 5+ years mentality.
  • Change management will always be the biggest hurdle to overcome. And, yes, there was plenty of discussion around change management. While always needed, tools like dynamic scheduling that take some “control” away from individuals often warrant greater focus. Further, it was noted that companies must acknowledge the fear AI is causing among employees about job loss and factor that into communications strategies. While it’s crucial not to minimize the challenge that managing change presents, I’ve seen companies allow this hurdle to keep them stagnant – and this is a risky choice.

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October 13, 2025 | 4 Mins Read

AI: Massive Potential, Not Magic Wand

October 13, 2025 | 4 Mins Read

AI: Massive Potential, Not Magic Wand

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By Sarah Nicastro, Founder and Editor in Chief, Future of Field Service

Some recent statistics paint the picture that companies are struggling to bring AI’s potential to life in tangible ways. MIT reported that 95% of GenAI pilot programs do not show a measurable impact on a company's P&L statement. And according to Gartner, over 40% of agentic AI projects will be canceled by the end of 2027 due to escalating costs, unclear business value, or inadequate risk controls.

Perhaps these stats, at least in part, aren’t representative of any inherent flaws in AI, but rather the outlandish expectations and lackluster effort of the companies investing in it. We’ve all heard the phrase “technology is just a tool,” but there seems to be an even stronger tendency with AI to believe that the tool alone will solve problems and drive value.

Logically, we (should) all know that’s not true. But the stats above lead me to believe that companies are holding fast to hope that AI is magical when what’s needed is a more pragmatic approach. Here are some aspects that come to mind:

  • Clarifying the objective. I believe many companies struggling to see ROI from AI made the investment without clarity on why exactly they were doing so, or more specifically what business problem(s) it should solve. Perhaps companies rush because they feel pressure to keep pace with the technology that’s trending, and this is fair, but AI can’t achieve results that haven’t been defined. Being selective and strategic about where AI is best suited for use clarifies the pain point you’re aiming to solve, which increases chances of success and, in turn, improves the likelihood of further investment.  
  • Doing the foundational work first. Another thing I see happening, quite frankly, is companies that have done a poor job of implementing foundational technology layering AI on top and hoping it fixes everything. Newsflash: this won’t work. In fact, it will simply compound the technical debt you already have. AI holds true to the same old principle: garbage in, garbage out – whether it’s data, processes, or a combination. There’s no shortcut to the hard work of examining the business needs, processes, data, and existing systems and doing whatever foundational work needs done.
  • Leading through change. Change management has been a crucial aspect of digital transformation since digital transformation began. But never has it been more imperative than in the AI era. Resistance to change is human nature, but AI causes a degree of anxiety that earlier generations of technology didn’t because it makes employees fear for their jobs. Furthermore, today’s talent has evolved expectations of company culture and employee experience. This means that the days of “do as you’re told,” while never particularly effective, are over. You simply must communicate early and often, explain the why, be transparent about what you don’t know, get employee feedback early and throughout the process, offer ample and effective training, and reward not only adoption but effort.
  • Considering how to future-proof. One of the elements that makes AI truly exciting is the potential it holds to fundamentally change how businesses (the world, really) work. This means there’s a lot to think about, even as you’re climbing the initial mountain of working toward AI ROI. How will AI change your workforce? How will it transform your customer interactions? What elements of accuracy, security, and ethics are paramount for your business to consider now, and in the future? There’s a real responsibility here for companies to take a forward look, even while mastering today’s use cases.
  • Create a culture conducive to continual innovation. The pace of change we live in today is truly something else. Gone are the days of investing in a new system, going live, and then maintaining it for a few years before it was time for an upgrade. Today, technology is evolving at lightspeed, but so are customer expectations, the talent landscape, economical and geopolitical conditions. As such, companies who have yet to break down siloes must do so. It’s essential to have the ability to analyze, discuss, decide, and act on business insights in an agile and effective manner.

As I write this, it strikes me how much of this same list could have been written about service management circa 2005 or so. And in many ways, this is the same story, but with a new character. This is because it’s never been the technology that was the “hard” work – it’s all the people and process effort that goes into making any technology work the way it was intended. The difference with AI is that the stakes are even higher. The trick, I believe, is to avoid letting that reality make you feel pressured and instead let it fuel your mission to get it right.

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