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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.

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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October 6, 2025 | 9 Mins Read

5 Tactics for Service Leaders to Level Up Communication & Improve Influence

October 6, 2025 | 9 Mins Read

5 Tactics for Service Leaders to Level Up Communication & Improve Influence

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

There’s plenty of discussion around why service leaders deserve a seat at the C-suite “table,” and I don’t disagree. However, while this seat may be deserved, it cannot be demanded. I think there’s value in service leaders reflecting on what beliefs, actions, or habits might be keeping things stuck and perhaps getting honest about where they may benefit from taking a fresh approach.

Roy Dockery, Sr. Director of Field Services Research at TSIA, shared some valuable insights on this topic in a podcast earlier this year. We discussed some of the ways service leaders can become stuck in, and sometimes even perpetuate, the “outsider” role. Roy gave advice, based not only on his interactions with various service organizations but also on his own experience as a service leader, for how leaders can shift their thinking and evolve their actions to yield better results.  

Recently, my conversation with Carrie Toth, VP of Customer Experience at Generac Power Systems, reminded me of the podcast earlier this year with Roy. My first impression of Carrie when we connected to discuss a podcast was, wow – this woman is smart. But not only smart, effective. Over her career, Carrie has alchemized her experiences into well-curated skills that allow her to gain influence and inform decisions.

Carrie’s advice, distilled into five tactics, could apply to any leader in any company in any industry, really. She’s shared a real-world guide to conducting yourself in a way that will garner attention and respect, because it’s been earned. If you didn’t listen to the podcast, or aren’t a podcast person, here’s what she suggests.

#1: Take Time to Observe & Assess

Rather than coming in like a wrecking ball, even one formed of passion and good intent, consider slowing down. Carrie suggests taking time to assess the broader organization you’re working in, to invest time in observing before acting. Understanding the dynamics of company culture is crucial to determining how best your objectives fit.

“I find that the company cultures can have many different dynamic elements. Cultures can be around growth. Cultures can be around cost out. If you don't understand those, it's really hard to frame a road map for your team that matches with those cultural aspects as well as the business objectives,” she explains. “And then you're just fighting a battle all the time of what you want for your team and how to make a compelling business case.”

While you might quickly form some of your own opinions, Carrie urges leaders to lean in to the power of listening. “When I come into an organization, I’m really focused on listening. It’s important to do skip-levels with my team as well as peers and then upwards to understand the brand of the team and how people feel about it,” she says. “I’ll use visual boards where we display metrics and say, what do you think about these metrics? I’ll ask questions like, are these the right goals that you think we should be working on? Sometimes I find that we're over invested or trying to achieve something sales aren’t even asking for, which is very costly proposition. Calibrating that the team is working on the right things and has the right goals is crucial and then understanding what's important to those people and what they think we're good at already versus where they think we need to improve.”

These interactions and time spent observing allow Carrie to gain what she refers to as a 360-degree view of what she’s learned triangulated with what a variety of stakeholders, including employees, really think. “That allows me to shape up a short-term game plan of how to get aligned while we create a long-term roadmap. It shows people that you’re listening and have reflected input from stakeholders in your strategy. Sometimes you’re able to shine a light on a disconnect in the organization that needs addressed. But you’re positioning yourself as wanting to calibrate to the environment and to partner and that’s always well-received,” she says.

#2: Earn Your Voice by Building Relevance

Only after you’ve spent ample time observing and listening can you channel that into a voice that builds relevance and will earn attention. Once you understand the company’s biggest objectives, as well as the team’s sentiment, you can determine what focus will be most relatable to senior leadership and most impactful to your function.

How you speak up from here can depend somewhat on your level in the organization, what projects are underway, and what phase of the planning and budgeting cycle the business is in. Carrie suggests considering first how you can get involved in what’s already in play before introducing new ideas. “It’s important to understand the cadence of the business and the forums where you should be plugged in, and then how do you get involved in the right initiatives that are already in motion versus creating a bunch of new ones straight away,” she says.

She also stresses that, particularly for experienced leaders, this can force an exercise of reigning in your views or vision to align to what’s already in play. “You need to take stock of what the team is already working on and what they’ve already determined is important, and find your way to hook in,” Carrie advises. “Sometimes this means changing my own priority list. I may think I need to do these seven things over the next year in order to be successful, but if the team is already funded and resourced to work on number seven, I need to adjust myself to tackling that before number one. Sometimes this is an internal battle within yourself, and you go home pulling your hair out. But it’s important to understand that as long as you get to the endpoint, it doesn’t matter which road you took to get there.”

By staying married less to your own vision, you can dive into what’s in play to instead apply your leadership to steering the project to success while building rapport and creating trust. This then puts you in a better position when the next strategic planning window comes along to ensure your voice is heard and to play a larger role in crafting what’s next.

#3: Practice Smart Storytelling

Storytelling can be a challenge for service leaders because many find they speak quite a different language than the broader business. But it’s an art that will serve you well when it comes to getting buy-in and support for what you feel is most important. Crucial to smart storytelling is knowing your audience and speaking in terms they care about.

Knowing your audience was covered in part in tactic #1 – take the time to observe the dynamics of the broader business and understand the personalities (and motivators) of the key characters. Where I see many service leaders struggle more is in “translating” the world of service – and its challenges and opportunities – into the native language of the C-suite.

Again, Carrie has honed this skill over time. “Generac is a growth company, so it’s focused very much on new customer acquisition and upsell, cross-sell, etc. These are great things to focus on, but I need a lot of foundational things on the team too. So, for me it’s finding ways to position yourself within that growth initiative,” she explains. “If I focus, for example, on how does post-sale sell new equipment, it might not be what I think is the team’s number one mission, but it’s a mission that’s relevant to the business and it’s a story that resonates. I can then frame things I need inside of delivering growth and I do deliver it, but I’ve also gotten the additional pieces that benefit the team overall. It’s a bit more of an art than a science, though.”

Art, indeed! Carrie goes on to explain that while this art of storytelling becomes a more familiar and natural craft, the narrative that works for one business won’t necessarily work for another. “Each business has a different love language, and you have to find that out a little bit through trial and error,” Carrie says. “I remember talking to our leadership team about upsell and cross-sell and then in listening to their feedback, the light bulb goes off. I understand what they need to hear and see and know that if I deliver that, I have the attention and credibility I need.”

#4: Land and Expand

Once you’ve learned to watch for those lightbulb moments and you know what it is that sparks that connection between your story and the target audience, you can then turn language into action. Carrie suggests an approach of “land and expand” – creating value around what’s most important to senior leadership and then using that success to expand into more of what you want to change or accomplish.

“Showing results, even on a small scale, is a way to earn belief that leads to investment,” Carrie explains. “I've done pilots on my team where my team would say things like, why are we working on this when this is the bigger opportunity? And I’m teaching them that, if we can show what we can do to contribute to new equipment growth, then with that excitement we can explain that to do more of it, we need an upgrade to the CRM, or we need a consumer data platform that'll show us this so we can have a more elegant conversation, or we need screen sharing that'll allow us to see their old equipment and position it to the right customers at the right time, or AI lead scoring. Whatever the tool is that we're trying to get, it'll benefit us for post-sale support, as an example, but we frame it in the presale context.”

As Carrie points out, in service and support, you’re often seeking a foundational toolset that is necessary for whatever scenario you’re working toward – so this act of framing it around what’s most important to the business is a way to gain relevance and buy-in but helps in accomplishing many other objectives as well. You’re simply storytelling around the topics your audience cares most about.

#5: Always Remain Agile

While the skills throughout these tactics are translatable, the storylines and narrative and audience members will change. So, service leaders must become adept at being agile. Objectives change, plans need to shift, success criteria evolve – and you have to obviate these waves and be proactive in how you respond.

Carrie relies on lean methodology with a heavy dose of common sense. “Most businesses still have some type of continuous improvement team. Historically, these are more plant-based resources or people that might be a headquarters team that get farmed out to a variety of ops teams to drive productivity. You're always begging for those resources because the plant has so many different needs and I've just found in my career that I always lose to the plant. So, for me, it's a non-negotiable when you have a large team, very complex processes, and work across many different systems to work on process and lean because it is so meaningful for productivity and for the employee experience,” says Carrie, “I’ve always had a dedicated CI leader, and I see that as a bit of a secret sauce. Having that CI leader on the team, they're infused in a lot of different cadence meetings, huddles, stand ups, project reviews, and that allows them to work on the cultural pieces. I think having a dedicated person and using those tools consistently and for culture is key.”

A Note on Authenticity

I find myself wanting to add a few notes here after reflecting on Carrie’s advice, particularly for those who will read through this insight rather than listen to the podcast. First, it was clear to me in our discussion that what Carrie is suggesting here is smart communication and the application of emotional intelligence.

In my opinion, Carrie is not suggesting being inauthentic or staying quiet when you feel it’s right to speak up. The use of these tactics isn’t to “play” people or to be anything less than transparent; rather to intelligently position your needs or ideas in terms you’ve taken the time to learn the audience cares about.

I say this because I think there are a lot of nuances here – any of these tactics, if poorly executed, could backfire and have the opposite effect than intended. And this is precisely what was so impressive to me about Carrie – that she isn’t presenting this advice as how to “play the game,” but rather what she’s learned over years of experience in how to communicate and build influence genuinely and effectively.  

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September 22, 2025 | 4 Mins Read

Change Only Moves as Fast as Trust is Built

September 22, 2025 | 4 Mins Read

Change Only Moves as Fast as Trust is Built

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“Change can only move as fast as trust is built.” This was a statement I heard a couple of months ago at a local community event and it has stuck with me. Here’s why: We’ve talked for years about change needing to be managed, but change management isn’t what’s needed in businesses today.

What’s needed is more trust, and that is created by strong leaders who have a true belief in how much employee engagement and satisfaction matters. The trust that is needed within businesses to evolve at the pace today’s customers and technological innovation demands cannot be built by leaders who seek only to maximize efficiency, move at the fastest speed possible, or take shortcuts to success.

I mentioned in last week’s podcast recap of the Service Council Symposium that people were a major throughline of almost every session I attended at the event. There’s a shift underway, one that I believe began with Covid. Covid brought about a couple of really fundamental realizations – one was that there are alternative ways of working than what we’d previously deemed as “the” way. Another was the utter importance of our humanity.

The shift Covid began is being continued, even exacerbated by new generations entering the workplace that have different expectations than those that came before. Sacha Thomspon, Founder and CEO of the Equity Equation, who recently joined me for a conversation around psychological safety says, “We're now in a place where we have five generations in the workforce. The two youngest generations are looking for psychological safety as a norm; they have high expectations of inclusion and are quickly overtaking the older generations in the workforce. If you want your organization to be sustainable and to thrive, you need to be able to meet the needs of these generations.”

Some leaders may think that younger generations coming into the workplace with “high expectations” of any sort shows entitlement, but this is a very risky point of view. Other leaders not only understand but are finding ways to embrace these shifting tides. This includes getting creative about how to change the employee value proposition to attract younger talent but also focusing on nurturing strong leadership skills so that an environment of psychological safety is valued and practiced.

Here are a few examples of recent, related conversations worth listening to:

Service Innovation Requires Engaged Employees; Engaged Employees Require Trust

As you listen to these stories, you’ll see that there are some common themes despite the leaders being from different industries and having different approaches. They are all open minded and are embracing the current landscape, rather than bemoaning what’s changed or pining for “simpler times.” They all deeply understand the importance of people in executing their company’s service vision and delivering customer experience, and they realize treating people well is crucial.

When we think about the role trust plays not only in employee engagement but in an organization’s overall resilience based on its ability to continually evolve, we need to start simple. Trust is built and protected by things like:

  • Leaders who invest time in 1-1s (and companies that invest in leadership training and development)
  • Having a voice and feeling your opinion is valued
  • Honest, authentic communication
  • Understanding how one’s role matters to the organization’s overall purpose
  • Being treated as a human versus an asset
  • Feeling respected and adequately rewarded and recognized for contributions

As you read these bullet points, you may think – yeah, of course! But these simple things often aren’t executed well, consistently, or at all. This happens for a variety of reasons, including “leaders” who have been promoted because they were strong individual contributors but who lack leadership skills. Company cultures that make it challenging for leaders to invest in their teams in the ways needed because they’re hyper-focused on short-term outcomes. Environments that aren’t inclusive where certain employees may be treated differently than others. And so on.

When leaders aren’t executing the above well, you can see why change management will never be enough – it brings a process focus that will only be effective if the far-more-important people focus is already in place and effective. To win in today’s landscape, and certainly in the years to come, companies must focus more on the importance of leadership and leaders must focus more on the importance of trust.

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September 15, 2025 | 4 Mins Read

Why Unisys Expanded Beyond SLAs to XLAs: Perspective to Consider for Escaping Service Complacency

September 15, 2025 | 4 Mins Read

Why Unisys Expanded Beyond SLAs to XLAs: Perspective to Consider for Escaping Service Complacency

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

Experience Management (XM) has become a core strategic imperative for Unisys, as Patrycja Sobera, SVP and GM of Digital Workplace Solutions, shared in a recent episode of the UNSCRIPTED podcast. There was plenty of food for thought within the discussion for leaders who understand that it’s impossible to differentiate service today based on stellar execution alone. Customers want more – and Unisys has achieved success delivering just that by embracing XM, in theory and in practice.

Patrycja, at the forefront of this transformation at Unisys, is passionate about how XM brings service to life, shifting the focus from transactional outputs to holistic human outcomes. “Experience management is really no longer a nice to have, it is a strategic imperative,” she says. “It puts the focus on, have we made someone’s day easier, more productive, more meaningful? For me, that’s the kind of real measure of success.”

Broadening Your View from SLAs to XLAs

For years, businesses have measured performance with traditional SLAs—uptime, ticket resolution, and response times. However, Patrycja explains that the incorporation of XLAs (Experience Level Agreements) isn’t about eliminating SLAs, but about taking a leap forward in how you view, and deliver, value to your customers. “XLAs really are focusing on experience… did the service actually help the user? Did it enable their productive time? Did it make their day better?” Patrycja explains, urging leaders to rethink their metrics: “Are you a valuable part of those objectives? Or are you just checking a box?”

Unisys began focusing on XM around five years ago, and a key aspect of the success it has achieved since was founding its Experience Management Office (XMO). The XMO acted as a testbed for moving from reactive, to proactive, and even predictive, interventions. The results Unisys has achieved are compelling:

  • “Over the last twelve months alone, we have registered something like 150 use cases for experience management office where we’re able to deliver proactive automations.”
  • “7,000,000 proactive automations in the last twelve months are removing IT frustration… so that it doesn’t become an incident or a call to the service desk.”
  • “We’ve given back 100,000 hours in productive time to end users in the last twelve months alone. That’s not theoretical—that’s real impact.”
  • “For one client, we saved 30,000 pounds of carbon impact by refreshing devices based on performance instead of warranty cycles.”

These proof points that Patrycja offers show how service delivered well, when paired with a focus on the human outcome that service impacts, can create experiences that customers deeply value. Removing frustration, having more time, making a positive carbon impact – these outcomes look beyond something like first-time fix to contextualize what service means in the lives of those you serve.

Expert Advice for XM Success

For companies seeking to innovate within service, Unisys’s success story provides a stellar example of how to apply the XM framework to reimagine your customer value proposition. For those not yet entrenched in the XM world, Patrycja offers some advice on how to implement XLA’s well:

  • Start simple: “You can actually start from a relatively simple starting point around just looking at device performance and overlaying this with sentiment data.”
  • Be agile: “XLAs are finite. They need to achieve something—improved happiness, efficiency, cost savings, whatever it might be. My preference is they should be around six to twelve months if you’re doing a large transformation.”
  • Get stakeholder buy-in: “One of the most important things is to really get that commitment from stakeholders. This is C-level execs meeting with us monthly on the experience governance board to really see which XLAs are still right and bring meaning to what’s important to them at that time.”
  • Don’t overcomplicate: “I’ve seen some really complex XLA frameworks… If I’d seen this for the first time, I’d be equally scared. Simplify, explain, and show the value in a very tangible way.”
  • XLAs thrive in complex environments: “Complexity is perfect for XLAs because they can help uncover gaps in collaboration between teams and bottlenecks that traditional SLAs wouldn’t catch.”
  • Measure what matters: “Focus on total experience vision, integrating the entire digital workplace, including field services, asset management, and the service desk.”
  • Don’t overlook the human factor: “You have to have employees that are positive, engaged, empowered, and onboard to be able to have the impact that you’re trying to have with the customers.”

Experience Management and XLAs have redefined how Unisys creates value, engages employees, and delights customers. Could the same work for your business? Patrycja shares a reminder for business leaders that the premise is simple, but impactful: “Are you actually making someone’s day better? If so, you’re on the right track.”

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September 1, 2025 | 6 Mins Read

Leaving a Legacy: The Incredible Impact of Dame Stephanie Shirley

September 1, 2025 | 6 Mins Read

Leaving a Legacy: The Incredible Impact of Dame Stephanie Shirley

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

On August 9th, after 91 years full of life, Dame Stephanie “Steve” Shirley passed away. The life Dame Stephanie led was not only inspiring but forged the future for all women in tech. I learned of Dame Stephanie just this past January, hearing Jake Humphrey of the High Performance podcast speak about her at an IFS event (their interview with her is a wonderful watch). What he shared moved me to order her memoir, Let It Go, on the spot. Reading her story left me moved, awed, and inspired – so much so that I wanted to honor her by sharing some of what stood out to me with you.

Dame Stephanie was a child refugee of the Holocaust – one of thousands of Jewish children fleeing the Nazis that came to Britain as part of the Kindertransport (a British rescue effort in the months preceding World War 2 ). At just five years old, she arrived in the UK and met her foster family. “I was five years old. My nine-year-old sister and I had been travelling for more than two days, on a grim, tearful journey from Vienna. We knew scarcely half a dozen words of English between us, and I, at least, had only the vaguest idea of where we were going and why,” she says in Let It Go. As she describes the impact her early start had on her, she goes on to say, “Without my being fully aware of what was going on or why, a large number of good-natured strangers took it upon themselves to save my life. It took me some years to digest this fact and its implications. But once I had, a simple resolution took root deep in my heart: I had to make sure that mine was a life that had been worth saving.”

I won’t use this space to attempt to retell her entire story; not only could I never do it justice, but it is well worth your time to read Let It Go yourself. But I’ll share just enough to illustrate that it’s evident how seriously she took her resolution. As a student, she showed an interest and promise in math that wasn’t “of the time,” and followed this passion ruthlessly until she fell in love with computers.

As a young adult, Stephanie continues to unfold her education and professional journey while in parallel grappling with the psychological impact of the early experiences of her life. All the while, with grit, she vied for roles that women typically wouldn’t/never had and she succeeds in breaking barriers. She says in Let It Go, “Perhaps my fractured upbringing had given me a sense that, if I wanted to make anything of my life, I needed to take control of it myself. It doesn’t surprise me at all, in retrospect, that some people saw me as pushy. A kinder analysis would be to say that, like all refugees, I had been forced to develop a strong sense of independence.”

Forging a Future for Women in Tech

At age 29, after earning her Master’s degree and marrying her husband, Derek, Stephanie decides to start her own software company. She says in Let It Go, “While I could hardly have been less qualified for the task, I did have the crucial asset of unlimited enthusiasm.” Her company, Freelance Programmers, and son, Giles, were born around the same time. It was shortly thereafter she adopted the moniker “Steve,” a suggestion from her husband since she was likely to get a better response to business outreach if people didn’t realize they were communicating with a woman.

Freelance Programmers (which was later known as FI Group and later still Xansa) was designed around providing jobs to women with children. Dame Stephanie pioneered remote work and flexible working practices, believing firmly that women not only have a place in IT, but don’t need to conform to “standard practices” (often impossible for mothers, especially in the 1960s) to add value or succeed.

Like many entrepreneurs, Dame Stephanie faced tumultuous times with Freelance Programmers but, like she did in all things, persevered. Over time, the company grew to employ 8,500 people and was ultimately valued at almost $3 billion.

As that journey was unfolding, so was Dame Stephanie’s journey of motherhood. Her son, Giles, was diagnosed with severe autism around age 3. She poured herself into understanding his diagnosis, determining how best to meet his needs, and finding him proper care. Sadly, Giles passed away at age 35. Throughout his life and beyond, Dame Stephanie championed and supported related causes, including being an early member of the National Autistic Society and funding many autism projects through her charity, the Shirley Foundation.

In fact, Philanthropy became a huge aspect of Dame Stephanie’s legacy. According to her website, “Dame Stephanie’s life has been dedicated to IT and autism, so it’s in these two specific areas that she chooses to invest her philanthropic energies. She has given away the majority of her wealth, nearly £70 million in total, causing her to be the first person to drop out of the Sunday Times Rich List as a result of her philanthropy.”

This short synopsis is a mere glimpse into her truly amazing story – if you’ve never read her book, Let It Go, I urge you to do so. Her willingness and ability to offer such self-reflection as she documents the different phases of her life, her wise words of advice, her at times unfathomable strength, all make not only a compelling read, but one that will leave a lasting impression on you.

Lessons from Let It Go

Here are a few of my personal favorite quotes from the book:

  • On selling service/power of listening: “The idea of a service industry – which is what we were – barely existed in those days…Jack Bungard taught me many things, the most important of which was how to sell. He taught me to rein back my instinctive desire to show off my insight and technical expertise and, instead, to listen.”
  • On flexible work: “We paid people for the work they accomplished rather than the hours they put in. Compared with a conventional company, we were treading our freelancers like adults: trusting them, as intelligent, motivated people, to make the best use of the time available to them in order to achieve the goals that had been set.”
  • On innovation: “I suspect, however, that the most important factor that shaped Freelance Programmers in its early years was, simply, my naivety. Deep down, I still didn’t know what I was doing. Not knowing what the rules were, I was free to innovate – as, indeed, was everyone else involved.”
  • On outside-in: “Because I was talking the clients’ language rather than ours, it formed me to see things from their point of view – something that the IT industry is notoriously bad at doing.”
  • On surrender: “I have struggled all my life with an instinct to hang on to the things that matter most to me, to control and protect them myself. Yet the art of surrender is, I am convinced, a key to many kinds of success- and fulfillment. And many lives are limited by a failure to master it.”
  • On leadership: “The older I get the clearer it becomes to me that empowerment is the key to business success...It is people, not assets, that make the modern business world go round. It is their creative drive that sparks new enterprise and innovation, their professionalism and dedication that ensures quality, their energy that makes things happen – and, always, it is teamwork that carries forward the vision. Yes, by all means lead from the front, if that is your style, but always remember that leadership is nothing unless those who are led give the best of themselves. Like love, leadership is, at its best, about giving, not taking.”

If I were able, I’d say: Thank you, Dame Stephanie, for your inspiration. For the hard work you tirelessly took on so that all the women who’ve come after you can walk a different path. For your generous giving. May you rest in peace knowing you most certainly lived the definition of a life worth saving.

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August 18, 2025 | 4 Mins Read

The “Fail Fast” Mantra: Empowering or Anxiety-Inducing?

August 18, 2025 | 4 Mins Read

The “Fail Fast” Mantra: Empowering or Anxiety-Inducing?

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

“Fail fast.” You hear it everywhere. Organizations and leaders toss this phrase around as the golden ticket to innovation. It sounds bold, visionary — even inspiring. But for many employees, the words trigger not excitement but uncertainty and apprehension. If the goal is for failure to be embraced, why does it still feel so dangerous to employees?

This was a topic that I dove into on last week’s UNSCRIPTED podcast with Gyner Ozgul, CEO of Fortis Fire & Security. We took a deep dive into five untold truths of service leadership, and one of them was “we say failure is essential to innovation, but everyone still avoids it.” If the goal is to create a culture where employees fear failure less, throwing around catchphrases won’t be enough – and we need to start by exploring why failure still feels so dangerous to employees.

Fear Runs Deep

First and foremost, you need to accept the reality that your employees likely don’t believe that when you say “fail fast,” you mean it. And here’s a really important question to reflect on: do you?

Assuming the answer is yes, then you need to be empathetic to the fact that most employees have worked in cultures where failure was to be avoided at all costs and even punished, sometimes severely. A leader with a fresh perspective on innovation won’t undo years of conditioning with a new ideal and a few great pep talks. It takes intention, time, and effort to reset the narrative.

But beyond building that trust, there’s another major stumbling block, which is that permission-to-fail proclamations aren’t often paired with enough specifics. “Fail fast” is only empowering if it comes with clarity, structure and support. “Leaders may believe they’re empowering their teams by giving permission to take risks,” says Gyner. “But without ample specifics, what you’re unknowingly doing in parallel is creating a lot of anxiety.”

Building Trust Requires Walking the Talk

To make your “fail fast” intention one that is actionable, the focus should be on both building belief in your leadership and the authenticity behind your mantra, as well as offering enough clarity that employees feel empowered instead of overwhelmed.

If we start with the trust aspect, here are some factors to consider:

  • The message bears repeating. Especially if a “fail fast” mentality is new to your team, communicating the premise once or even a handful of times won’t do the trick. Permission to let go of perfection is something your employees may need to hear on an ongoing basis, in a genuine manner. And when they do fail at something, how you react is crucially important.
  • Vulnerability from leaders works wonders. You can tell your team 100 times it’s OK for them to fail but seeing you do it just once and own it will have a greater impact. When leaders acknowledge their own mistakes, explain what was learned, and show that failure is not career-ending, psychological safety grows
  • Celebrate effort versus (only) success. If you wonder whether employees doubt that it’s really OK to fail and learn, consider what you celebrate. If you only celebrate successes, you aren’t really reinforcing your message. Celebrate effort, creativity, bright ideas – even when they don’t pan out, and extracting the learnings from making missteps. This helps make it clear that bringing mistakes forward is part of the process — not a cause for blame or shame.

Clarity Turns Platitudes into Potential

Permission to “fail fast” that is offered like a blank check leave employees wondering: What does failure really mean in this context? How soon should I realize I’m failing? What’s at stake for me — my reputation, my job? These questions swirl, unaddressed, undermining the very creativity leaders hope to ignite.

Most organizations are quite competent at defining success, but employees also need to know what counts as failure. “Defined success outcomes are not the same as having defined failure. If I’m close but not quite, am I failing or not failing? You really need to be very clear about what failure looks like too,” urges Gyner. “Vague encouragement is insufficient; employees want specifics — what are the parameters, what constitutes acceptable risk, and how do we distinguish between innovative failure and daily performance errors?”

Here are some tips to remove ambiguity and guide ambition:

  • Define the scope. Leaders must define the rules of engagement for experimentation. How long should a project go before it’s reviewed? What exactly is “failing fast?”
  • Regular check-ins with clear milestones can prevent costly mistakes, scope creep, and lingering uncertainty. Innovative projects that drift on for months before anyone checks in, leading to wasted resources and frustration.
  • Explicitly separate innovative failure from day-to-day operational mistakes. These are not the same and shouldn’t be treated with the same measuring stick. Employees should know where free exploration ends and where core responsibilities begin.

Gyner also points out the reality that the idea of failure can raise fears for the employer, too. “From the employer’s perspective, failures can be expensive. Failures can be painful to an organization. Sometimes failures can be catastrophically bad,” he explains. “Yes, failures provide valuable epiphanies and drive innovation and we can’t be scared to try new things for these reasons, but for me, this is why it’s crucial to define it well.”

So “fail fast” can be empowering — but only when it’s accompanied by clarity, structure, and support. If leaders truly want teams to experiment and learn, they must set the stage. Define the boundaries. Normalize open conversations about what worked, what didn’t, and what was learned. Most importantly, lead by example and show that missteps offer opportunities for progress.

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August 11, 2025 | 6 Mins Read

What Role Do AI Agents Play in Your Field Service Talent Strategy?

August 11, 2025 | 6 Mins Read

What Role Do AI Agents Play in Your Field Service Talent Strategy?

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

The struggles of the talent landscape in field service are well known and fairly universally felt. In an article Stephen Goulbourne, Vice President, Global Program Director of Global Service at Mettler-Toledo, recently shared on LinkedIn, he relayed that 70% of organizations report critical skills gaps and the current global shortage of 2.6 million technicians is expected to worsen through 2025.

As businesses grapple with this reality, most are getting creative about how to attract, hire, and retain the next generation of field technicians, many completely overhauling their approach like leaders from ACCO and Multivac have recently shared with us. But to what extent should leaders also consider the role that AI agents could play within the workforce?

Agentic AI is a Leading Area of Potential

In Gartner’s recently published 2025 Hype Cycle for Artificial Intelligence, AI agents and AI-ready data are the two fastest advancing technologies. Business Wire’s coverage explains that AI agents are autonomous or semiautonomous software entities that use AI techniques to perceive, make decisions, take actions and achieve goals in their digital or physical environments. Using AI practices and techniques such as LLMs, organizations are creating and deploying AI agents to achieve complex tasks.

It also includes some commentary from Gartner that describes a pivot from GenAI to applications such as agents: “With AI investment remaining strong this year, a sharper emphasis is being placed on using AI for operational scalability and real-time intelligence,” quotes Haritha Khandabattu, Senior Director Analyst at Gartner. “This has led to a gradual pivot from generative AI (GenAI) as a central focus, toward the foundational enablers that support sustainable AI delivery, such as AI-ready data and AI agents.”

Khandabattu goes on to explain that it can be quite challenging to determine where within the business AI agents can be valuable: “To reap the benefits of AI agents, organizations need to determine the most relevant business contexts and use cases, which is challenging given no AI agent is the same and every situation is different,” said Khandabattu. “Although AI agents will continue to become more powerful, they can’t be used in every case, so use will largely depend on the requirements of the situation at hand.”

Does the Potential of Agentic AI Apply to Field Service?

So regardless of their place in Gartner’s hype cycle, the question becomes to what extent AI agents can provide lift for field service organizations. The recent acquisition by IFS, known for its service and asset management solutions, of Silicon Valley-headquartered agentic AI specialist theLoops, is a strong indication that the potential is big.

In Forbes coverage of the news, Aly Pinder, Jr., Research Vice President for Aftermarket Service Strategies at IDC shared his opinion: “AI is disrupting our world, but nowhere is the potential impact more pronounced than in the Industrial setting. IFS’s acquisition of theLoops is addressing a huge opportunity for asset-intensive and service-obsessed industries, where agentic decision making will enable organizations to rethink their digital workforce, so they can improve the way they serve their own customers. IFS is well-positioned to lead this shift in each of the industries it serves - bringing intelligent automation that’s not just smart, but situationally aware and operationally impactful.”

To begin envisioning where AI agents could play a role in offloading decision-making or tasks from already overburdened frontline workers, it’s interesting to take a look through CIO.com’s Agentic AI: 9 Promising Use Cases for Business. Reading through this list with field service in mind, the areas that stand out to me are:

  • Customer support automation. The article states, “Organizations have long used simple chatbots and voice bots to handle simple customer service requests, but AI agents will allow customer service automation to evolve into a more robust service that doesn’t just answer a few frequently asked questions. Instead of a highly curated bot that answers a limited number of questions, AI agents will be able to understand and provide contextual answers for a wide range of customer needs.” In field service, you can imagine the value of agents that can take appropriate action not only in handling some of the simpler customer issues, but to then route to a remote service team or schedule on-site work that’s necessary.
  • Automating enterprise workflows. The article states, “With vendors embracing AI agents, enterprise workflows will be a sweet spot for the technology, experts say, enabling businesses to streamline processes by automating routine tasks. Organizations deploying IT tools from a large vendor across the business should have an advantage over companies using a variety of solutions that may need to be linked by APIs. It will be important for enterprises to pool all their data and avoid information silos.” Anyone who has ever spent time with a field technician can imagine all of the ways that automation could ease their burden!
  • Generating reports. The article states, “Writing text and creating images were two of the first popular use cases for gen AI. Now, AI agents can turbocharge the content creation process. AI plus human expertise is a tremendous boost in quality and AI agents aren’t just about optimization use cases. The real value is this expansion of the market, and expansion of revenue opportunities.” We talk all the time about how to improve productivity – having assistance in generating reports and handling time-consuming paperwork is a value that would thrill technicians while allowing them more time to focus on their actual work.

Field Service Organizations Must Continue to Prioritize Human Skills

While I think it is safe to say AI agents will play some role in transforming the talent landscape in service, don’t take your attention away from those creative measures to land the next generation of frontline workers. These agents should be viewed as a way to make the lives of field technicians easier; a digital workforce that can share the burden of the service organization – never a replacement for human skills.

“Service is a people business,” is a quote I hear time and time again – and believe deeply. In his recent article about what’s next for field service in the world of AI, Stephen outlines three of the major reasons humans remain essential in field service:

  1. Complex, Unstructured Environments. Electrical/mechanical repair often involves irregular or unpredictable physical environments, requiring human adaptability, dexterity, and safety judgment. Tasks like diagnosing a faulty circuit under poor lighting in a humid environment, or welding in confined spaces, are far beyond current autonomous robots.
  2. Tacit Knowledge & Physical Experience. Technicians rely on “feel,” sound, and other sensory inputs that are difficult to codify or automate. For example, subtle vibration indicating misalignment in a gearbox or electrical arcing you can smell;  AI can’t yet replicate this sensory intuition.
  3. Trust, Accountability & Compliance. Regulated industries, for example medical devices, pharmaceutical and food manufacturing, require signed off human intervention for safety and compliance. Customers and regulators still expect a human to make final judgments and approve fixes.

These are three great examples of where human skills are demanded, but I believe there are many more specific as well as nuanced reasons why the people we hire, enable, and empower will continue to be crucial to any service business’ strategy.

Stephen summarizes this so well in his article, saying, “The future is human-led, AI-enabled. AI tools augment human intelligence and labor, not replace it. This synergy is key to solving the skilled labor gap, scaling training, and achieving better outcomes at lower cost.”

As you consider how best to create the right synergy of human skill and AI within your workforce, be sure to keep in mind the anxiety this topic often causes among workers. Leaders of service organizations who deeply understand the realities of the skills gap often fail to recognize that the incorporation of AI can cause fear on a number of levels, so transparency, reassurance, and consistent communication are essential.

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August 4, 2025 | 4 Mins Read

How TOMRA Recycling Is Charting a Bold Course to 100% Remote Service by 2035

August 4, 2025 | 4 Mins Read

How TOMRA Recycling Is Charting a Bold Course to 100% Remote Service by 2035

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

How do you ignite transformation in a complex, global service environment? For Clinten van der Merwe, SVP, Head of Service at TOMRA Recycling, step one is defining a bold “North Star” vision. In a recent episode of UNSCRIPTED, Clinten offered an inside look at how he’s using his North Star – 100% remote service by 2035 – as a compass to guide TOMRA’s evolution through the challenges of digital transformation, rapidly shifting customer expectations, and the relentless drive for sustainability.

It’s important to understand that a North Star is more than just an aspirational statement. Clinten believes a North Star is a clear, compelling, long-term vision that shapes not just strategy, but the very identity of a team or organization. “It acts like a compass, pointing to north through complexity, ambiguity, and change,” he explains.

A North Star isn’t a simple technical tweak or incremental improvement. A North Star is needed, and adds value, when what’s underway is more of a paradigm shift. “A bold North Star really captures hearts and minds,” Clinten says. “It energizes the team, aligns leadership, and signals we’re here to build tomorrow — not just tweak yesterday.”

Using Storytelling to Unlock Business-Wide Alignment

A strong North Star also creates a foundation for powerful storytelling that can help build understanding and foster support beyond the service function – a struggle many leaders know well. Like TOMRA’s North Star of 100% remote service by 2035, most bold visions for service transformation are intertwined in broader business transformation. Storytelling is a powerful yet underutilized skill that can help build a business-wide movement, uniting R&D, sales, IT, operations, and even HR.

As Clinten puts it, “Stories inspire and move people to act, especially when bridging the gap between strategy and emotion.” In his first 90 days at TOMRA, he focused on the “why” – framing  the vision in terms of emotional resonance, real business risk, and tangible customer value.

Consider this: In some markets, TOMRA already achieves an 80% first-time-fix rate remotely. That means less travel, faster response times, and greater equipment uptime for customers. But Clinten’s storytelling extends further, painting a future where a customer receives a proactive alert, connects instantly with an expert, and has issues resolved before they even know there’s a problem.

The art of storytelling isn’t just about painting a bright future, however; it’s about tailoring the message for every stakeholder. For sales, remote service becomes a differentiator and revenue driver. For engineering, it means spending less time firefighting and more time innovating. For HR, it’s about attracting and empowering the next generation of tech-savvy, customer-centric talent. And for finance, it’s hard numbers: millions in operational efficiency.

From Vision to Action: Building the Strategy to Achieve Your North Star

Of course, ambition and alignment alone aren’t enough; but a North Star sets the stage for building a stepwise strategy to achieve the vision. Clinten explains that TOMRA’s strategy is divided into three horizons.

Horizon 1 is focused on strengthening its digital backbone and expanding remote capabilities. This includes upgrading core platforms (like ERP), integrating AI and machine learning for predictive service, and piloting new models with trusted customers. For Clinten, “Scalability equals speed plus consistency.”  Without modern systems, there’s no way to deliver a world-class, global remote service – but systems alone won’t make TOMRA’s vision a reality. “Data is everywhere,” Clinten says, “but insight is everything.” The value lies in knowing what to do with the data — turning it into actions that drive customer trust and business value.

Horizon 2 is centered around accelerating adoption. Over the next three to five years, TOMRA aims to expand remote service to 50–70% of interactions, build trust at scale through data transparency, and shift field teams to hybrid, remote-enabled roles.

Horizon 3 is about transforming for the future. In six to ten years, the goal is 100% remote capability across all product lines, embedding serviceability into product design from the start, and reimagining field engineers as strategic remote advisors. Achieving the North Star vision means TOMRA will need to fundamentally rethink its approach to talent.

Clinten acknowledges that service skillsets are evolving rapidly. “TOMRA isn’t eliminating field roles but elevating them. Tomorrow’s engineers will be part coach, part problem-solver, part data interpreter,” he shares. “Digital transformation expands the talent pool but also increases competition, so TOMRA is focused on making service careers modern, strategic, and customer-impacting.”

Flexible work, enabled by digital tools, appeals to a broader range of talent — inviting in those who want to work from coffee shops, set flexible hours, or contribute remotely from anywhere in the world. Yes, this is a bold vision – but also one that is quite compelling.

Navigating the Practical Realities of Service Transformation

Throughout these horizons of transformation, TOMRA is focused on setting measurable goals and celebrating milestones to keep teams motivated and accountable. The company is leaning into KPIs like customer uptime and digital resolution rates. “The goal is to be aggressive but attainable, inspiring but relatable,” Clinten notes.

As every service leader knows, transformation is never easy or linear. Clinten is candid about the challenges, which include resistance, slow progress, and the sheer weight of ambition. Staying motivated, he says, is about returning to the vision, celebrating small wins, and investing in continuous learning — for both leader and team.

Leadership, as Clinten models, means being present, uplifting teams, and modeling gratitude. “Positive stories are hardly celebrated,” he observes, “but they’re what keep you moving forward.”

For service leaders facing similar tides of change, the idea of creating a service North Star and leveraging storytelling to rally around it are one blueprint for how to guide a business (and its people) to not just adapt to tomorrow’s realities, but to create them.

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