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July 23, 2021 | 3 Mins Read

Your Last Service Appointment

July 23, 2021 | 3 Mins Read

Your Last Service Appointment

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By Tom Paquin

Last week, I wrote about service appointments from the cradle, and what we can learn from them. Life being a series of contrasts, I figured I might as well take that full circle and talk about what goes into the last service appointment you’ll ever have: your funeral.

Because we have the luxury of living in a society that doesn’t have to think about death constantly (something that’s only been true for about 100 years) it’s easy for us to mentally and logistically avoid the topic. But as a wise man once told me, human beings are guaranteed to always need to do three things: eat, go to the bathroom (he used a slightly different phrase), and die. And it’s important that we’re candid about all three. So let’s think about funeral services, and what we can learn about them, through a service lens.

Planning Ahead

My paternal grandparents, may they rest in peace, each began paying into a “funeral account” in their mid-fifties. This is not the same thing as life insurance: They paid ten dollars a month each over the course of a decade, at which point their accounts were fully financed, meaning that the funeral, coffin, and grave plot were all paid for. With this, they were furthermore able to choose their coffin, the readings at their funeral, the flowers, and the cards handed out to friends and family. We would never in a million years have put my grandmother in a baby blue coffin, but that’s what she wanted, and that’s what I carried on the day we buried her.

Offering services like this is good business, but much more than that, it takes the onus off of the customer. Sure—funerals are not exactly brimming with repeat customers, but service appointments are, and, as much as we don’t want to admit it, having an end-of-life plan for customer assets is as useful as having an end-of-life plan for our corporeal bodies. This, in some truly bizarre way, is a backdoor into servitization, as, perhaps with a monthly fee, customers are able to a pay for service and can build up collateral to a replacement when their current asset reaches end-of-life. This obviously wouldn’t work for every industry, but for a set as diverse as cars to industrial machinery, there’s certainly application.

Customer Experience

Listen, losing someone is not fun. They’re gone, which can be a huge bummer, and on top of that, you have the grapple with a rolodex of existential questions that otherwise just wake you up in an abrupt panic at 3AM. It’s for that reason that it’s imperative to have a good bedside manner, easy and responsive booking, and a clear, well-communicated plan of follow-up actions.

This is no different that service, where broken assets can mean money right out the door. That’s why a cogent, logical, and well-articulated customer experience plan is key. From chatbots, to remote assistance, to an uber-like view and communication network for technicians, there’s a lot that customers expect to get right when they need support.

Logistics Management

Funeral homes have to manage an overwhelming network of connections—from churches, to graveyards, they need to be well-connected to the surrounding areas and have embedded relationships with the appropriate people to make the process of burying a loved one as seamless as possible.

This is no different than managing a network of depots, warehouses, and dispatched for service reps. As we always, always, always say, these disparate functions have to be housed under a single view to be effective. This is how you manage seamless handoffs between dispatch, service, and repair—the hallmark of an effectively-run service business.

Obviously, the objectives of a funeral home and that of a service business differ slightly—You can’t repair uncle Morty, I’m sorry to say. But the fundamentals—delivering seamless, well-run service is the same. And when it’s your loved one’s memory we’re talking about, there’s no second chances. A philosophy that the best service companies also take to heart.

July 19, 2021 | 8 Mins Read

Closing the Digital Transformation ROI Gap: How to Overcome the #1 Issue that Hinders Success

July 19, 2021 | 8 Mins Read

Closing the Digital Transformation ROI Gap: How to Overcome the #1 Issue that Hinders Success

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By Sarah Nicastro, Creator, Future of Field Service

The term ‘digital transformation’ easily rolls off the tongue of every business leader in the world today. But what does a modern definition of digital transformation entail? Certainly, we’re far past the point of actually digitizing paper-based information and processes. Digital transformation in today’s terms is representative of a company’s shift to excelling in the digital era – the mastery of digital tools, the cohesiveness of customer experience, and the introduction of digital products and services.

While the criticality of digital is widely understood, many companies are still grappling with how to articulate their digital identity and make tangible progress in their digital evolution. This is largely since organizational structure, culture, and company workflow aren’t historically set up in a way that is conducive to the collaboration and agility that today’s digital imperative demands.

In a recent session with Phillip Carter, Chief Analyst for IDC in Europe, Fredrik Tukk, Head of Innovation Scouting at Maersk Drilling, and Marne Martin, President of the Service Management Global Business Unit at IFS, we dove into a detailed conversation on what it takes to achieve digital transformation ROI in today’s landscape. There were many important points discussed and you can stay tuned to the podcast for a replay of the full session coming soon, but what stood out to me that I want to cover in this article is the number one issue that stands in the way of digital transformation ROI and how you can move past that barrier.

Organizational Silos Kill Digital Progress

“2020 was an inflection point for IT spend and digital transformation efforts more specifically because it was the first time ever we saw a lack of correlation between GDP trends and IT spend. Normally with a significant drop in GDP, IT spend follows that very closely,” says Carter. “If you look at 2020, the biggest drop in GDP since World War II, IT spend held up remarkably well, and that was driven primarily by investments in digital transformation. Our research shows that we will hit $1.5 trillion investments in digital transformation globally this year, growing at about 15%. So, we are literally hurtling towards our digital destiny.”

This digital destiny is being recognized in both our personal lives and in the business world. But as businesses look to keep pace with digital innovation, there exists a significant disconnect between the investment in digital and achieving ROI. “We're moving towards a digital first mindset, not just at a business level, but also at a personal level, a societal level. I think we can feel that we can see that,” explains Carter. “But the problem is that our pre-pandemic research showcases that only 26% of organizations are really delivering an ROI from all of those investments. That's the digital ROI gap, as we call it. And we need to close that gap to drive the next phase as we move to reignite business, across the board.”

To close the gap, we need to examine what it is that is keeping organizations who know digital investment is important from achieving their desired outcomes. “The primary reason for the ROI gap is the inability to scale due to organizational silos. These silos create barriers across traditional organizational structures which are linked to the legacy technology architectures of the past,” says Carter. “We also hear feedback that IT and security leaders slow things down, so there is a sense that business and IT need to come together in a more cohesive fashion to drive scale. We call it the digital dream team, where every business function becomes a technology function. This requires a need to raise the tech IQ across all of those business functions, and IT needs to be at the table as well.”

Building Your Digital Dream Team

In building a digital dream team, you should consider that the goal is to – as Carter said – raise the tech IQ of every business function and create a more cohesive, collaborative approach to digital transformation. This forces elimination of silos and brings issues to the surface in order to identify, resolve, and move past them. “It used to be that the IT department was building the technological foundation for the company. But these days, many times you find new technologies or new vendors that come to you with a different perspective where you can execute. And sometimes, especially around COVID, it hasn't been focused on the ROI,” explains Tukk. “It's been focused on actually delivering a value to the customer that might not be measurable. One example I have from our industry, from when we couldn't travel. We needed to focus on utilizing new technology and doing remote maintenance. There isn’t a direct ROI on that. It’s not a business decision, it's a necessity to keep the rig going. So, you need to find the solution, where then technology played a major part, and that solution wouldn't come from IT, and you need to find someone who can deliver that to you today. And that's why you need to find other ways of working than the traditional way.”

It's time to work past the age-old IT and business divide and to create an environment where a team approach with shared goals is the norm. To do this, you need not only to identify who the team players will be but who will lead, or coach, the team. “If you think about Premier League, for example. So often the business feels they are the offense, and we need them to be the offense, but there's either a perception or sometimes reality that IT is playing defense and slows down the offense,” says Martin. “We need to be thinking about how we get a full team to be working together. We often don't have that coach or a leader that can bring the offensive and defensive elements together to work as a team and, specifically, a Premier League team. So that's where we have actions that we can continue to drive and be better at, as part of IFS as a vendor. But we're also looking to how we can enable the leaders and the coaches in an organization to be more effective. And, to the extent that there isn't that type of leader in the digital dream team, that we call that out and work with our customers to address that.”

Teamwork Builds Speed and Effectiveness

In the more traditional, IT-leads-all approach, there can often be a sense of control that creates friction and can cause a lack of flexibility. “When it comes to digital transformation, there is for some natural reasons a lack of flexibility and adaptability to take on new technologies and test them out on the side more or less to the legacy system,” explains Tukk. “For example, we’re working with a startup who suggest a technology that might be set in a different cloud setting. If I come to my IT department, they say, ‘No, we are Microsoft, no discussion.’ No flexibility. I understand they also can't just say yes to everything, but with increased speed in change in digital, go to market needs to be fast. When you work as a team and focus on solving your problem you can go to market much faster.”

And, yes, speed is critical. That’s not to say rush haphazardly, but the pace of change is continuing to increase and the pace of innovation – effective innovation – needs to match. “I talk quite a lot about this notion of four-wheel drive innovation, which is taking the speed and mindset from the digital innovation initiatives around the edge, into the core as well. And that's basically saying, ‘Okay, we need to evolve quickly so that there can't be two speeds of technology investment or technology adoption, or business direction.’ It needs to be one speed,” explains Carter. “And that speed is a lot faster than it currently is. But that requires people like Fredrik who drive digital innovation initiatives and push the agenda on the frontiers to also bring that mindset into the core, across all the different business units. And that's part of the digital dream team stepping up to this new level around digital investments and outcomes associated with that.”

This move to a digital dream team requires team members letting go of ego and focusing on problem resolution. The most effective way to accomplish this is to ensure the whole team is focused around a common goal. “What we see here as a way of driving that alignment across the teams is a focus on metrics that everyone signs up to,” notes Carter. “With the remote maintenance example that Fredrik highlighted, if you've got a metric around meantime to resolution and IT, and the business, and digital are working towards that, then suddenly there's a different level of alignment. And you bring that speed from the innovation areas into the core, as part of the fact that everyone is going to be measured on that outcome.”

So, if the digital dream team is how you overcome the havoc that organizational silos have on digital transformation success, it seems the coach you choose to lead that team would take some careful consideration. What makes a good digital dream team leader? “You need to look for people that can work through conflict,” says Martin. “Keep the team on track, be able to motivate and drive the courage and the curiosity to actually get it done. Don't just think of it from a functional perspective, think about it as who has the enablers to do the job well and that that person might come from finance, or might come from sales, or might come from operations, IT, you don't know necessarily where that person comes from.”

The coach role is far less about function or title, and far more about personality. “It's much less about the title, but more about the personality,” says Carter. “I think it's the classic T-shaped person, someone who's strong in key detail areas where it links to the project at hand. They need to understand at least the domain associated with the use case, but then have the emotional intelligence so to speak, in terms of courage, in terms of curiosity, in terms of engagement, bringing people along, dealing with the friction, picking up the ball and running with it.”

As we experience our digital destiny unfold, we’ll witness death to complacency and over-caution. Tukk shares some wise words, “I’ve come to realize that you’ve just got to try. Don't sit and plan for too long. Don't sit and think, oh, we should find someone else, we should do this or that, we should plan more. Give it a go, give it a try. The worst thing that can happen is you fail. But if you do it small and fast, no big harm done.”

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July 16, 2021 | 3 Mins Read

Your First Service Appointment

July 16, 2021 | 3 Mins Read

Your First Service Appointment

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By Tom Paquin

A few months ago, my wife Kate and I welcomed our baby girl into the world. She is the light of our life and I am so madly in love with her, proud of her mom for everything she put her body and mind through to bring her into the world, and overjoyed at a lifetime of possibilities for our little one.

While we were very fortunate to have a relatively straightforward pregnancy and birth for our child, I understand implicitly that the act of childbirth is never really stress-free. Birth at a hospital, too is complex—You’re working with a network of caretakers, managing processes that can shift on a dime, all the time with the implicit need to keep processes quick and seamless.

As it is with any service-oriented activity, I can’t turn off my service brain, and, really, any visit to the hospital is a kind of service appointment. For my baby girl, it was her first. And like any service appointment, there are lessons that we can learn and apply broadly to other service instances. Let’s discuss a few. For this exercise, we’ll consider a hospital as the service provider.

Predictive Planning and Scenario Screening

While it’s impossible to know precisely when a baby is going to be born (unless it’s scheduled, of course), you can usually get a pretty decent idea how many patients will be giving birth at any given time at a specific hospital. You take the number of childbearing people who have OBs within the hospital’s network and build some statistical analysis based on how far those people are along, how many additional people might show up unexpectedly based on historical data, and you can build a pretty decent projection of staffing, inventory, and room needs for a given time within a specific range.

We’ve talked about this before but it remains a salient—and overlooked—utility for service development that I think is key in all service scenarios, but in hospitals, getting it right could be the difference between life and death.

Knowledge Management

Television shows have long prepared me for the presence of the eponymous “chart” hanging from the end of every hospital bed in the world, ready to share any pertinent information about a patient’s symptoms, status, and course of treatment with the medical professionals on any given shift.

Understanding not just the milestones that a customer experiences as they go through a service visit, but also the “condition” of that customer is key in any service appointment. Are they ready for an upsell? Do they have specific requirements as highlighted in an SLA agreement? Not too long ago we discussed the importance of meeting customers where they are, and this is another component of that.

The Handoff

When you have a baby, if everything goes according to plan, there’s an instant when suddenly there’s a new patient. The mother, as a patient, is “sunsetted”, and the baby, as a patient emerges (Somewhat literally). This can happen in all sorts of service appointments, as well. Perhaps, in isolating an issue on a customer site, it becomes clear that there’s, instead an infrastructure problem. This is not uncommon in areas like telco and utilities, in which consumer needs are often tied to transmission and distribution challenges, though the two are not always mutually exclusive, and are sometimes interconnected.

The important thing in these scenarios is don’t forget customer #1. If the issue is resolved at the handoff, but persists at the symptomatic site, then guess what? Not only do you have an unhappy customer, you have an issue that hasn’t been resolved.

These are just a few examples, but these are all competencies that, while spending a few days in the hospital with our daughter, we saw managed with various degrees of competency. Nevertheless, when you’re living it (and you can’t turn off the service part of your brain), you start to see the connections, and realize that there are a great deal of areas that service companies could ignore at their own peril.

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July 12, 2021 | 6 Mins Read

Modernizing Technician Utilization to Keep Pace with Customer Demands

July 12, 2021 | 6 Mins Read

Modernizing Technician Utilization to Keep Pace with Customer Demands

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By Sarah Nicastro, Creator, Future of Field Service

We often discuss the ways in which the role of the field technician is evolving and what the job might look like in a year or two or five. But, perhaps in doing so we are overlooking an important question: how are you handling the demands of the present day? Forward-thinking is important, but the reality is that many organizations have yet to modernize technician utilization enough to meet today’s demands.

I recently sat down with Ian Pattinson, who's the former vice president of technical operations at Rogers Communications, to record a podcast on this topic that will publish this week. Ian has spent more than 25 years in telecommunications and has a wealth of knowledge on what it takes to evolve technician utilization to meet today’s customer demands. While his knowledge is born of telecom experience, the points are applicable to many industries.

Today, the moment of service presents an opportunity for strategic differentiation for companies in telecommunications and beyond. But delivering on that moment of service in an environment that is increasingly complex isn’t possible without evolving and modernizing business strategy, processes, and technology. Taking on this change is necessary not only to keep pace with today’s pressures but most certainly to be able to compete effectively as the future we’re all envisioning unfolds.

Recognize Field Technicians for the Key Strategic Asset They Are

The reason the topic of technician utilization is imperative is because of the technician’s role in the service experience that is now – in most cases – what sets one company apart from the next. This importance is compounded by the fact that technicians are becoming harder and harder to recruit and hire, making utilization even more critical. “In a world where we've got advanced self-installation by customers themselves, and then increasingly more technically complicated customer homes as we begin, the technician has really become that key strategic asset for the service provider,” says Ian. “The technician is the trusted technical advisor that is welcomed into a home by customers and really becomes the face of the brand. It is also one of the biggest operational costs, which presents a massive opportunity to drive compounding material improvements across the P&L. Looking at the greater marketplace, there are several iconic consumer brands out there that have already delivered on new spectacular service experiences. These factors, combined with pervasive social media, mean that customers’ expectations have really increased, and their tolerances for problems have really decreased.”

(Re)Categorize Service Work and Technician Skillsets

For organizations like those Ian is referencing, where the service environment is becoming increasingly complex or the role of the technician is expanding to trusted advisory, the concept of categorizing technician work into various levels may be worthwhile. “As those customer homes become more technically complex, so does their work and their tools, the skills required and the training that's needed,” explains Ian. “Not every technician can be a top-level expert on all skills and all points in time, and then in the future, with technology changing so quickly. By breaking down the install and repair process into several technical skills and levels, joined with all the disposition and telemetry data that is widely available now, this enables the matching of the skills of the technician to the specific attributes and needs of the customer. This categorization dramatically increases the probability of getting it right the first time, first time right being really, really critical, and eliminating a lot of the breakage and the inevitable downstream costs that create a much better customer experience.”

In categorizing or tiering technician skills and work, you create the potential to more easily incorporate the use of contract workers if you choose. As discussed in this podcast, some organizations are leveraging contingent workers to complete some foundational tasks so that they can work on upskilling their salaried talent to take on more of the trusted advisor role.

Align Technician Compensation to Customer Centricity

One of the most important points Ian and I discuss during the podcast is that, while most organizations have adopted a strong customer focus, many have not introduced changes in technician compensation to align their performance to that focus. “Strong cross-functional collaboration is required to evolve the compensation model and career development, frankly, from what has been traditionally a tenure-based model to a skills and quality-based performance model,” says Ian. “Quality levels need to be determined and continually monitored based on a variety of different data points. My experience has been that after only a short time, the data clearly demonstrates the correlation between specific quality problems, and skill and compliance gaps.”

This data gives organizations invaluable insight into where within its talent pool attention is needed to address issues in training, knowledge, buy-in, or compliance so that customer outcomes are prioritized. “Automatically tagging under-threshold performers for management triage and attention of retraining is really, really important,” explains Ian. “It's beyond just the compensation and career development and rewards; delivering this new model also requires investing in a new training curriculum, data analytics reporting, and moreover allocating the right amount of task time to do the work properly, and then empowering individual technician discretion when additional time is required. Now they're being measured and performing based on quality and, when that quality gets delivered, it just pays back in spades. It takes senior management conviction to drive this change management program and to create what can be slightly more complex order stratification, and increasing and decreasing task codes, but the total cost of ownership improvements do come from what are reduced downstream, repeat calls, repeat visits, more satisfied customers with higher retention, higher tenure, and frankly, more satisfied the technicians that do a better job.”

Modernize Your Digital Toolset

The final area to address is that optimizing technician utilization cannot be accomplished without modernizing your digital toolset. Particularly in high-volume applications such as telecommunications, sophistication in the scheduling and dispatching of technicians is key to achieving customer satisfaction with today’s expectations. Understanding the capabilities of today’s software choices, which have evolved significantly in recent years, will help you to see how powerful of an enabler technology is in the customer experience. “My experience has been that moving to a standard-based, cloud product resolved three key issues with an old on-prem system. The first is that the old platform just couldn't deliver on the new strategy. It had been so highly customized, was no longer standard product, and hence was incredibly slow, expensive, and risky to change.  Secondly, the infrastructure on-prem became quickly outdated, had slow latency performance from more and unpredictable usage, with no option to change quickly which is important in today’s landscape. The last key area was around stability and availability problems.”

While legacy technology can be a major barrier to customer satisfaction, prioritizing the modernization of your digital tools can drive momentum. And when you leverage a system that helps you ensure the appropriate matching and prioritization of technician to customer, not only do you positively impact the customer experience, but you improve employee satisfaction as well. “Moving to a cloud-based standard product resolved those three key areas. System availability went to over 99.9%, we built credibility with frontline technicians, and we enabled the ongoing rapid delivery of new features and capability to keep the platform current.”

Be sure to listen to Ian’s interview on the Future of Field Service podcast this week to hear more.

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July 9, 2021 | 3 Mins Read

Companies are Abandoning On-Prem Support. What Comes Next For Those Who Need It?

July 9, 2021 | 3 Mins Read

Companies are Abandoning On-Prem Support. What Comes Next For Those Who Need It?

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By Tom Paquin

“Cloud” has long since emerged from the ether and cemented itself not as the future, but as the present. This has been accelerated (as have all things) by COVID-19, as businesses grapple with a newly-dispersed workforce and the challenges that such a scenario invariably uncover. With the march towards cloud, developing products and maintaining support for “dinosaur” on-prem systems seems like more and more of a liability. In a world where everybody wants to sell you a subscription, why devote resources to a one-time purchase product that you’ll need to support with bug updates?

So, unsurprisingly, legacy vendors have been sprinting away from their on-prem products at an breakneck pace. Of course, for the businesses that employ these products, especially in service, there are invariably a great deal of questions that need to be answered. How long will my current build be supported? What does an upgrade path look like? What if my business requires on-prem for regulatory or security reasons? Let’s dig into some of these:

Building a Bridge

So I’ll start by saying—if you need an on-prem solution and your on-prem solution provider is unequivocally moving away from on-prem, you’re going to have to find a solution with your current vendor, find a new on-prem vendor, or perhaps own, build, and update your system yourself, which is an incredibly daunting task. For the rest of you, read on.

The bottom line is that if your vendor has announced an end to support of on-prem products, you’re going to start thinking of your bridge. Whether they’ll coordinate a transition to a cloud product or not is certainly a consideration. But it’s important to ask: If you’re going to be doing a whole new implementation, does it make sense to keep this product?

Realistically, a dramatic business change in a software vendor is a perfect opportunity to take a step back and evaluate the market. Part of that is of course auditing your own tech stack and decide, based on what you know about your competitors, if it’s not time to look at what features and functions have become the industry standard.

Hey, and what do you know? We covered that in our Back to Basics series last year!

Obviously there are many dimensions to a new implementation, including usability, features, price, integration, and so on. But if you’re looking for a viable solution to give you on-prem flexibility, you should look to containerized products.

Containerization and the Future of On-Prem

As I covered recently, containerization, or Kubernetes, or whatever you’d like to call it, is the act of building a service instance that is modularly developed. A containerized cloud product can live in the multi-tenant cloud world, the single tenant world of a cloud managed by the end user, or, crucially, the containerized product can be thrown into an on-prem server system under your direct control.

While this is in some ways more complex that a standard on-prem delivery, it, for most businesses, represents the future of what on-prem really means. Of course, you may evaluate your needs, decide that a single-tenant provides enough support, and that’s that. But that degree of functional flexibility is a key component of best-in-class service applications.

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July 5, 2021 | 5 Mins Read

Exploring the Gap Between Customer Focus and Customer Impact

July 5, 2021 | 5 Mins Read

Exploring the Gap Between Customer Focus and Customer Impact

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By Sarah Nicastro, Creator, Future of Field Service

I often tell the story of never planning to build a career in this space – when I began at Field Technologies, I intended it to be a transitional step in my journey. Life unfolded as it does, and for many reasons this world of field service and service industries became my career – and my passion. Part of that is because as I dug in circa 2008, we were at the beginning of a very intriguing evolution. This was when organizations began talking more about the focus on customer experience; the early days of seeing service as a potential source of differentiation and profits.

It’s been incredibly interesting to me to see this journey unfold, for various companies across industries and across the globe. The reality, some years later, is that while the focus on customer experience and customer satisfaction has become the forefront of focus for just about every service-based business, there exists a gap between the focus and the impact. The effort is there, but the outcome often isn’t.

IFS recently sponsored a global study of more than 1,700 executives and 12,500 consumers titled “Fixing the fundamentals: Understanding new business models and opportunities in the wake of Covid-19” to examine this topic and how, in many instances, the gap that exists has been exacerbated by the pandemic. IFS CEO Darren Roos states in the opening of the findings, “Long before the pandemic, the ‘Amazon effect’ had revolutionized customer expectations for speed and consistency. But now, companies in industries ranging from paint manufacturing to air travel are finding the pandemic has made both business-to-consumer (B2C) and business-to-business (B2B) customers even more demanding.”

The study reveals that “although some 79 percent of organizations are investing the time and resources to identify where each inflection point is, nearly a third (29 percent) admitted that they report problems but don’t act. A further 18 percent said they are too busy to report an issue unless urgent, while 38 percent of respondents only act when it is urgently required. In fact, only 14 percent said that they are proactively planning for problem prevention across their customer inflection points.”

So, while organizations collectively realize the criticality of customer focus, and are likely actively investing in improving in this area, they are struggling to take action besides times in which it is urgent. And we know the cost of customer neglect. The study reports that 26 percent of respondents would be unlikely to engage with a brand after just one negative experience. Further, according to the study, “some 30 percent of businesses see product/service quality as the single largest determining factor for winning or losing customers, while 25 percent feel success hinges on product/service reliability. By tackling issues with internal processes, enterprises can directly improve both product/service quality and product/service reliability—yet many are still not joining the dots.”

As I read this research, I began to think to myself – why are we struggling so much with moving from reactive to proactive when it comes to the customer experience? It brought to mind three particular areas of conversation among my interviews that I think are playing a big role in the gap that exists within this study and beyond between customer focus and customer impact.

Organizational Siloes Kill Customer Satisfaction

The first is that many companies have yet to achieve the level of operational alignment and collaboration that is key to the streamlined, simple experience customers are looking for. Many efforts underway exist in a particular function and can be disconnected from the larger strategy of the organization. While this can result in some incremental improvement, the siloed approach can never achieve the ultimate desired customer outcome. In order to create success with customer focus, it needs to be a company-wide initiative, focus, and effort. There must be overarching goals for which each function is aware, in agreement, and measured upon. Regular, cross-functional examination of customer efforts and satisfaction needs to occur, and actions assigned with accountability for completion. I think a big part of why the issues identified aren’t addressed until they are urgent is because without a cohesive approach, ownership and accountability isn’t clear and therefor issues that aren’t urgent are easily overlooked or fall prey to “passing the buck.”

Modern Technology Fuels the Customer Experience

Another major problem, and stemming from the overall issue of siloes, is that the level of customer experience desired today simply cannot be delivered without the use of modern, cohesive technology. Legacy systems that are decentralized, highly configured, and just plain outdated present far too many failure points in the seamlessness that is critical in today’s landscape. Legacy systems also oftentimes fuel the siloes that we already discussed – without companywide visibility into customer insights, performance, and analytics, it is relatively impossible to achieve the alignment and collaboration necessary to succeed. Standardizing on a modern platform that creates a single source of truth from which the entire organization can operate is a must for closing the gap between customer focus and customer impact. And customers know this – they are well aware of the sophistication of technology that exists today based on its use in their personal lives, so their tolerance for outdated technology from service providers is increasingly nonexistent.

Customer Focus Isn’t Represented in Employee Compensation

Finally, while the mission to improve customer experience is clear for most companies, in many it hasn’t yet been reflected in how employees are motivated and compensated. In field service, for instance, technicians who have historically been urged to increase number of jobs per day have a driving force that is at odds (in many cases) with allowing them the time and empowerment to provide a positive customer experience. Examining how the performance of each function, again companywide, is measured and incentivized and ensuring that is aligned with the customer-centric objectives you have is another crucial aspect of ensuring you have overall consistency in your quest for customer success.

I’m quite sure these three issues are not the only challenges that exist within the gap between intent and impact, but they are three that come up quite often. While both research and conversations prove that intentions are good when it comes to the topic of customer centricity, we need to work toward a more proactive versus reactive approach – and I do believe these three categories are a very good place to start.

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July 2, 2021 | 3 Mins Read

The Benefits and Drawbacks of the Industry-Specific Cloud

July 2, 2021 | 3 Mins Read

The Benefits and Drawbacks of the Industry-Specific Cloud

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By Tom Paquin

Recently I came across this report on Forrester exploring the pros and cons for horizontal vs. vertical cloud solutions for different business areas. It’s worth a read if you haven’t done so, but naturally any time I come across one of these, I want to put it into the service context.

Of course, service is not a specific vertical, is it? It’s a loosely-connected cluster of verticals, focused on very different outcomes, very different types of service, and very different workflow structures. For that exact reason it is important to give some thought to, if not specifically how a solution is built with your industry in mind, how it conforms to the unique structure of your industry.

There are some obvious benefits to this approach, so let’s look into a few of them.

Speaks Your Jargon

This might seem reasonably simple, but in an industry that is rife with specific terminology, context, and nomenclature, an out-of-the-box solution may lack the necessary nuance to even catalog everything that needs to be cataloged.

Every industry has its jargon—with sometimes conflicting meanings, so ensuring that your solution properly understands the complexity of meter readings for utilities versus those for telecommunications without ten thousand customizations can be, in one hand, a way to ensure things are simply working properly. On the other, getting that right early offers a catalyst for growth of additional solutions, which can take advantage of standardized output that’s already internalized the necessary nuances of a specific industry.

Workflow Friendly

A pure service provider invariably differs dramatically from a manufacturer. Sure, bolt-on modules for sustainability and reverse logistics can square the circle, but only when they are overlaid into a sequence that actually understands the unique flow of service appointments specific to an industry.

A constant refrain of mine is that software is useless if your technicians aren’t willing to push the buttons to get it to actually work. By choosing software that actually understands your workflows, you are that much more likely to build software that meets the needs, expectations, and rhythms of your technicians.

Regulation-Ready

Finally—and this is a point that certainly plays within the context of workflows—is the necessity of implicit regulatory understanding. Within medical devices, for example, you need to be able to respect HIPAA within the context of your given workflows. This can’t be an add-on or a late-addition, this needs to be in the product from the jump. These regulatory requirements can be part of configurations, changed for regions, and sit along other requirements, such as SLA of course.

With all of these benefits to exploring a verticalized cloud, are there any drawbacks? Yes, absolutely—verticalization can limit your exposure and understanding of broader service trends. Further, niche companies often lack the breadth and depth of capabilities of their more generalized counterparts. For these reasons, many firms instead look to larger companies who have expressed deep domain expertise. There’s of course a natural trade off when one works with a jack of all trades, but that balance might end up being the key to service success.

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June 28, 2021 | 8 Mins Read

6 Defining Traits of Digital Transformation Success

June 28, 2021 | 8 Mins Read

6 Defining Traits of Digital Transformation Success

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By Sarah Nicastro, Creator, Future of Field Service

The ability to deliver a measurable return on tech investment quickly (and to the satisfaction of internal stakeholders) is the number one concern for 64 percent of decision-makers when it comes to digital transformation initiatives. However, we know that, all too often, digital transformation desires don’t translate to reality.

When you consider the layers of complexity that exist in aligning and executing a digital transformation strategy, it’s easy to begin to identify numerous areas where the best of digital transformation intentions can go awry. But in striving for ROI, it’s worthwhile to examine the best practices and lessons learned of those who have already paved their path to success. With that in mind, here’s a collection of insights gleaned during Future of Field Service interviews that shed light on some of the defining traits of digital transformation done right.

#1: Eliminate Siloes

It is absolutely imperative to understand that digital transformation success hinges on an aligned, cohesive, and collaborative approach. The elimination of siloes between business and IT functions – as well as an overarching view of the digital future of the company – is essential. Digital transformation cannot be accomplished within functions or in the presence of siloes – it requires a company-wide agreement and effort.

Pekka Nurmi, Director of Corporate IT at Cimcorp, and I discussed this during his podcast interview. “I had a fantastic discussion with one of my colleagues from another company regarding this exact topic, and we were thinking, okay, 10 years ago how we would have solved this item at the time?” he says. “And we would have selected really dedicated IT people. Now, the business is much more involved and should be much more involved. It’s not like the IT side has become any less important, but today you have to solve the IT and business sides at the same time. This is the core change that has happened in the last 10 years.”

#2: Define Your Guiding Principles

A major barrier to digital transformation success is that it can be easy to veer off course or become distracted, even if those distractions are born of additional opportunities. When you allow scope creep within your project, ROI becomes increasingly difficult to achieve. This isn’t to say you cannot evolve your digital transformation efforts and add additional capabilities, but rather that you must clearly define your guiding principles so that you aren’t continually pulled out of focus.

Katie Hunt, Service Operations Leader at APi Group discussed the importance of guiding principles during her podcast.  “Guiding principles exist so that, as the inevitable ebbs and flows of the project occur, you know exactly what to stay focused on,” she explains. “We had four that we outlined to ensure everyone was aligned. The first was maintaining focus on end user needs. Our second one was being open to changing processes. The third one was leveraging the ideas and suggestions of our steering committee. And then the last one was valuing time over process changes, which was us saying that our go live date needed to be met and viewed not as a stopping point, but really as something we could continue and use as a springboard to keep developing upon.”

Guiding principles won’t look the same from company to company and are meant to be unique. The point is that you, as an organization, should know what is most important to you – your ‘why’ for the initiative – and you should develop these principles to help you stay focused on those overarching goals. Otherwise, you will inevitably get off course as challenges, curve balls, or new ideas come into play.

#3: Set the Stage for a Data-Driven Future

One of the goals for most companies’ digital transformation efforts is to create a stronger foundation for the world’s data-driven future. Data has become the most valuable asset for many businesses, not only for internal decision making and optimization but as a customer value proposition and tool of differentiation. As such, you want to be sure that you are putting a digital foundation in place that will support your long-term data goals.

Gyner Ozgul, COO of Smart Care Equipment Solutions discusses how the company has set the stage for a data-driven future with its pragmatic technology selection. “Looking at our future vision, we wanted to make sure we had a partner in technology that allows us to dictate the inflow of the data. In all data reporting or monetization out there, the inflow of data is critical. IFS helps us to master the seemingly simple things first, like building labor and parts accurately,” explains Ozgul. “That seems very fundamental but believe it or not it’s easy to do wrong and provides a ton of value when we get it right. With IFS we have a simpler platform with less integrations – and every integration is a breakage point, so this improves integrity. It gives us the ability to aggregate data, which is very unique and imperative for our long-term vision. Every single work order in IFS generates hundreds of data points and over time this allows us to generate very valuable insights, which is where we feel we can drive a significant point of differentiation for our business.”

#4: Work Smarter, Not Harder

I began covering these topics in 2008 and the advancements in technology just in that timeframe are astounding. To achieve digital transformation success, and to maximize ROI, it’s important to acknowledge not only the sophistication of the technology itself but also of the ecosystem that exists to aid you in your efforts. Pekka Nurmi, Director of Corporate IT at Cimcorp, discusses this using the phrase “work smarter, not harder.”

Working smarter can be accomplished in a variety of ways – reducing the number of systems in use to achieve greater simplicity, outsourcing responsibilities that aren’t necessary to handle in-house, and realizing that you may be surprised how well today’s technologies work sans time-consuming and expensive customizations. The general idea behind much of Pekka’s message is that modern IT is more about strategy and vision, and less about execution.

“The strategy is that we are always reducing the number of the systems in house to focus on what’s core to our business,” he says. “We also look for opportunities to outsource. There is so much new stuff we have to take care of, like a compliance, information security, and embedding IT and IT processes, so we always are trying to find things that we don’t have to do ourselves anymore.” Pekka and I discussed the fact that there seems to be a desire for control and even a sense of ego that prevents companies from utilizing the vast array of resources at their disposals today, but when you let go of the need for control you can often get more accomplished.

“It’s so important to try not to over-complicate any of the processes and topics,” says Pekka. “If we look at ERP systems or software in general, they already have built-in processes, and tried out ways of working. Have an open mind that maybe somebody has found the golden egg of approaches that’s already built into the system. We’ve worked to accept what the platform enables, and we’ve been trying to channel our energy to provide value to the customer using that. The innovation in that is really about finding a platform that fits your business and then accepting that platform.”

#5: Focus on Function Vs. Speed

There isn’t a scenario in which you can just opt out of the need for digital transformation. However, you also shouldn’t race ahead based on an “us too” mentality – digital transformation ROI isn’t a box you can check. As Trond Aune, Global ERP Manager at Jotun says, “doing it right is more important that doing it first, or fast.”

I can’t emphasize his point enough, because there are hoards of companies whose digital transformation initiatives have failed because they mistakenly assumed there was a shortcut to success. There are no shortcuts and racing will only result in determinantal mistakes. A steady-paced path of digital transformation that includes building a strong technological foundation, optimizing processes and cross-functional collaboration, and amply managing change will get you farther, faster than looking for a quick fix.

“Our digitalization approach is not to be the fanciest or to utilize every digital tool that exists. We are very focused on making decisions either because it serves our customers or because it will improve our efficiency,” says Trond. “So, we are not jumping in all kinds of digitalization trends, but we are very focused on the activities we start. We pick our important areas which make us unique and that is where we focus our energy on digital transformation.”

#6: Embrace the Reality of Continual Evolution

The final common trait for those succeeding at digital transformation is an understanding that it really isn’t a transformation so much as a continuum – meaning, it’s a journey not a destination. Digitalization isn’t an effort you complete, but one you continually evolve and expand upon.

Klaus Glatz, Chief Digital Officer at ANDRITZ  discusses this continual evolution in his podcast episode. “Digitalization for us is on one hand internal, so optimizing processes, delivering new solutions, helping our people to really focus on what they need to do,” says Klaus. “And then on the other hand, we are digitalizing for our customers, creating additional revenue, implementing new models, like performance-based contracts or revenue sharing models up to equipment-as-a-service. Technology offers a lot of possibilities and, even though we’ve already done a lot, we are still in the learning phase. For instance, with AI and machine learning and anomaly detection, we are still in the phase of learning and understanding how we can use them. We’ve started, but we have so much to further explore in how we can use these technologies to further optimize what we are doing.”

To avoid the overwhelm that can come with a never-ending journey, Klaus suggests thinking big but starting small. In other words, have a big-picture idea of what you’re aiming for but work toward that picture in consumable chunks. “Our mission is to develop a fully-autonomous solution. Starting from zero, it’s very ambitious. That’s why you need to have a very clear plan, which steps you need today in order to get there,” he says. “We started very small, very easy but it’s also important not to work two years in your protected environment, go out to the customers and learn you’re off. Failing is also okay. This is also something we needed. Think big and start small has been key to our success.”

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June 25, 2021 | 3 Mins Read

Super Service

June 25, 2021 | 3 Mins Read

Super Service

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By Tom Paquin

Nowadays, the public discourse on comic book characters is so firmly entrenched into the mainstream that summer blockbuster season (at least in a normal year) is usually clogged with capes, tights, and, I don’t know, Iron Man suits or whatever. Partially because they’re owned by the evil mouse company, much of that discourse centers around Marvel properties, like Captain America, Spider-Man, The Hulk, and so on. And yes, people study this.

Child of the eighties as I am, this is not quite where I stand (I will say, however, that in the leadup to the birth of my daughter, my pregnant wife and I watched all of the Marvel movies in order and quite enjoyed them). For me and my ilk, owing overwhelmingly to the success of the 1989 Tim Burton film, Batman was the hero du jour (And he’s still overwhelmingly popular, of course). As a youngster, I got Batman comics (and occasionally Superman comics for a while, at least, after he died), had more than one Batman-themed birthday, and routinely dressed as Batman for Halloween.

I’m Vengeance.

We can certainly debate the ethics of a “hero” whose power is that he is so rich he can beat people indiscriminately, but that doesn’t change the fact that I was a DC kid, and if I’m going to spend the lead-up to a holiday discussing a superhero through a service lens, it’s going to be the one that I actually know a lot about.

And Batman is a great fit for service, actually. Every night, Batman patrols the streets, taking planned appointments, calls from regulators (frequent visits with Commissioner Gordon), and addressing random issues and crimes as they arrive. Heck, Batman even has a dispatcher, Oracle, feeding him information and offering hacking support remotely.

So what sort of service functionality might Batman benefit from? Here are some thoughts:

Asset Monitoring

Knowing the Penguin, there’s little chance that he can stay away from Gotham’s first national bank for very long. So—why not have sensors inside the vault that ensure normal use, and send out exception alerts any time there are anomalies? In a perfect world, predictive systems can be triggered if there’s for instance, a temperature spike (if, say, his henchmen are using blowtorches), so that Batman can be dispatched, even before there’s a breach.

With more complex assets, like, for instance, Gotham observatory, which Mr. Freeze might use to amplify his freezing ray, connectivity could allow for remote access. Going a step beyond remote assistance, this could allow, in many cases, for assets to be either shut down remotely, or controlled, throttled down, or adjusted, thus avoiding a break. Or in the Mr. Freeze case, freezing the entire city.

Knowledge Management

The Riddler’s big thing is, you know, riddles. On a very basic level, having historical access to his riddles, and perhaps the computational chops to assign patterns, might help Batman crack them without needing to bring the thing back to the Batcave to brainstorm with Robin.

More broadly, though, Batman is periodically put into extreme situations where he needs to either use a machine he’s not familiar with, or perhaps find an antidote for a toxin from The Joker or Scarecrow, or simply get the schematics for Gotham’s sewer system to figure out where Killer Croc might be hiding. Batman can’t take the time to scuttle back to his supercomputer in order to do that—all of those insights need to be made mobile. Better yet—they should be tied into his cowl so that he can utilize them in augmented reality where appropriate.

SLA Compliance

This should go without saying, but when you have a rogues gallery as deep as Batman’s, it’s sometimes hard to remember whether Kite Man is supposed to be in Arkham Asylum or Blackgate prison. When apprehending any supervillain, it’s important to know the expectations that you should follow. Though Batman doesn’t seem particularly interested in complying the authorities outside of the commissioner, he certainly doesn’t want to raise their ire, either. Knowing where to deposit the criminals he catches is undoubtedly key to successfully continuing his unregulated vigilantism.

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June 21, 2021 | 5 Mins Read

5 Necessities for Field Technician Retention in a Modern Service Landscape

June 21, 2021 | 5 Mins Read

5 Necessities for Field Technician Retention in a Modern Service Landscape

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By Sarah Nicastro, Creator, Future of Field Service

There’s a major emphasis among service organizations on the need to modernize and master the recruitment and hiring of a new wave of field talent. This emphasis is incredibly important, and we’ve discussed this topic in some of our content – but today’s article is about what it takes to keep the great talent you already have as the service landscape evolves.

Whether your field talent has been on board for two years or 20, there’s a strong likelihood their scope of work has changed and is continuing to change. With the majority of businesses embracing the move to delivering outcomes, what’s required of field technicians from now and into the future is different than it may have been when your existing talent signed up for the job. That doesn’t mean, however, that these employees can’t commit to or execute on the new service mission. In fact, it makes perfect sense to focus ample energy on maximizing the use of your existing resources rather than overlooking a treasure trove of talent by focusing only on what you don’t have.

So keeping in mind that recruiting and hiring new talent is imperative, let’s put our focus here on five necessary areas when it comes to retaining the knowledgeable, skilled technicians you already have and fitting them into the new era of service.

#1: Invest in Connection

Change is hard for most humans, but connection is what helps your employees feel they are a part of the change rather than the change is happening to them. Regular communication, authentic interest in your employees as human beings, the ability for them to ask questions and provide feedback are all characteristics that are important to building and maintaining a connection with your talent that will fortify their relationship with you and the organization and strengthen the likelihood of their buy-in and emotional investment in your service evolution. Keep in mind, too, that COVID only increased the importance of connection and employees’ desire to feel that their overall wellbeing – physical, mental, and emotional – is important to their employer. Investing in connecting more frequently, more deeply, and more honestly with your employees will set a strong foundation for retaining talent.

#2: Set Clear Expectations

Ambiguity breeds frustration. No one can succeed at a role that is poorly defined or where the desired outcome is unclear. Even as your service business evolves, when things may be in flux, it is important for you to consider how to articulate your expectations of your field technicians. This is especially true when they may be moving from the very clear, basic expectations of a break/fix service environment to the more fluid and soft-skills centric expectations of an outcomes-based relationship. You’re of course responsible for providing your employees the knowledge and skill necessary to evolve from basic to advanced service execution, but even before knowledge and skill comes clarity around what you expect them to accomplish.

#3: Equip for Success

If you have current talent who is engaged and open to change, you must do everything in your power to equip them for success – not everyone is so lucky! It can help to build a field technician journey map to understand the various areas within their day-to-day where there is a need or opportunity for improvement in process, technology, or skill to make them more effective. User-friendly, streamlined digital tools that provide real-time access to customer history, a knowledge library, and any other information needed on-site are critical. In 2021, cumbersome or outdated technology is an unacceptable barrier to success for field technicians – especially as you look to modernize the customer experience and mature your service offerings. Beyond digitalization to automate manual processes and provide easy access to information, training and skill building are key. Most companies who are advancing services are requiring more soft skills and relationship-building capabilities from their service teams. You need to ensure you’re giving a willing employee every opportunity to build, improve, and polish those skills. If you’re unsure where your technicians are lacking in information, knowledge, or technology to do their jobs to the best of their abilities, ASK!

#4: Offer Options & Progression Opportunities

As service evolves, some long-term technicians will have an interest in or willingness to adapt and change and others will not. To the degree you can, try to offer options to your existing talent to ensure you can continue to leverage anyone that is useful to your mission. Perhaps it’s a tiered approach, where some technicians choose to grow and expand into a more evolved role and others continue to execute more basic functions. Maybe there’s an opportunity to leverage augmented reality to allow a technician who no longer wants to travel to train some newer hires remotely. A certain technician may incline naturally to some of the newer soft skills needed for the trusted advisor evolution of the role, and you may be able to call on them to lead other team members to similar success. Be as creative and flexible as you can in identifying the strengths of your existing talent and putting it to its best use, while giving ample opportunity for employees to evolve and grow.

#5: Focus on Empowerment

Your field technicians are the face of your brand. The customer experience, in many ways, rests in their hands. You need to focus on treating them like the treasured resources they are, and when you do you may be surprised how much you’ll get out of them. Some employees may be happy to show up day after day, be told what to do, and simply get it done. But for many, they want something more – they want to feel valued, important, and a part of the company’s success (or failure). The more you can foster trust, the more they will feel motivated to do good work. There’s a movement toward more of a “hire good talent and get out of their way” approach versus the more traditional micromanagement approach, and I think this is by-and-large a necessary evolution in order to continue to attract and retain the level of talent that will be needed for the modern service era.

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