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March 22, 2019 | 5 Mins Read

Women in Field Service: Progress, Now Persistence

March 22, 2019 | 5 Mins Read

Women in Field Service: Progress, Now Persistence

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By Sarah Nicastro, Creator, Future of Field Service

For the next in our series of women in field service, I sat down with Deni Naumann, President of Copesan Services and Interim President of Terminix Commercial and Elizabeth Johnson, Director of Marketing for Copesan Services and Director of Marketing, National Accounts, at Terminix Commercial. Both Deni and Elizabeth have some history in the pest industry, and manufacturing before that – Deni has been with Copesan for over 12 years and was in manufacturing for 28 years before that, including 16 years at S.C. Johnson. Elizabeth has been at Copesan for nine years and was in the food manufacturing industry prior.

Both Deni and Elizabeth were quick to point out that being a woman in field service has its advantages. “I think being a female in the pest management industry has been an advantage, because you stand out,” says Deni. “So whether it was at S.C. Johnson where I was one of their first female salespeople being in a male-dominated industry manufacturing cleaners, finishes and polymers; or, in the (pest management) industry which is still predominantly male-oriented, you, of course, need to communicate well and have strong business skills; and, ultimately, I think that you stand out.” While Elizabeth adds that you may have to work a bit harder as a woman in a male-dominated industry, it brings about experiences that are valuable. “Coming from food and food processing, it is also very male-dominated. You have to ask more questions and work a little harder, but – you’re unexpected, and to Deni's point, that’s an advantage because it puts you in the perfect position to learn, to push for more answers, and to make sure that you're engaged and involved at a different level.”

While both Deni and Elizabeth’s experiences have been largely positive, there’s no denying that there is still work to be done for women and men to be on level playing ground in field service. “Particularly in the pest industry, you face stereotypes like ‘girls are afraid of bugs’ or ‘girls are creeped out by rats,’” explains Deni. “We have an opportunity to help this industry break down some of those barriers and stereotypes by having competent women in operational roles.”

An Evolution Is Underway

As Deni reflects on her time in the industry, it is clear that change has begun. “If I look at when I joined the industry 12 plus years ago versus now, there are many, many more women at industry events who are in leadership roles at companies, serving on committees and involved in the National Pest Management Association. Many of these association committees are being led by women. In fact,  the CEO of the National Pest Management Association is a female. There are more women in leadership roles that you will see not only at national or international companies, but local companies as well. Succession in a number of these independent privately-held companies is by daughters that are taking over the business for the family, which is awesome. This all shows progress,” she says.

To take this progress further, however, persistence is necessary. Deni and Elizabeth agree that one crucial step is for companies to take their blinders off. “I would say to any organization, you have to take your blinders off and look at your client base. If you are servicing the residential marketplace for pest management, as an example, over 85 percent of the decisions in a residential household for a pest management company are made by females. Mirror that! Look at your customers and see how you can reflect who your customers are,” Deni says. “Recognize the stereotypes that exist and open up your interviewing process to bring in candidates of all types. Not just females and males. Older candidates, younger candidates. People of color. Just think, ‘how can I make my organization better by bringing in smarter people, people that have diverse thought processes,who are of different ages?’ Let's face it, when you see a company that's all the same, it's typically because a person or the handful of people making those hiring decisions had blinders on.”

It’s important to consider how to start this evolution internally. “I think this process is a little bit contagious in a way,” says Elizabeth. “I think to attract top-performing women, you need to empower the ones you have. When I think back to 2010 when I interviewed at Copesan, one of the reasons I chose to come to work here was because half the people I met in leadership roles during the process were women.”

Organizations looking to embrace greater diversity have to understand that it takes action – it isn’t something you can passively achieve. “I recall from research I did a few years ago that while there’s a lot of lip service being paid to wanting to engage more women in the pest management industry, there isn’t much focused effort,” says Elizabeth. “You can’t just say it or wish for it and expect it to happen. You have to actually do something and put in place a strategic effort designed to attract women to your company.”

Immerse Yourself

If you’re a woman reading this who is beginning a career in field service, or really any industry, Deni and Elizabeth have some great advice for you. “Immerse yourself,” says Deni. “Absorb, absorb, absorb. Ask questions. Take every opportunity to learn what anyone offers you, even if it sounds a bit uncomfortable.” In fact, if it makes you uncomfortable, that may be a good sign. “We have all grown through experiences that first make us uncomfortable,” explains Elizabeth. “Don’t shy away from those experiences.”

Deni reflects on her own openness to experiences that led her to where she is today. “In my own career, being out in the field in Indiana as a salesperson, my gosh, what doors that has opened. Because of that experience, I feel like my appreciation for the client is of high sensitivity. I'm kind of client-obsessed, actually. Without that experience, I would never have had the opportunity to understand the initial stages of pest management or to get my Pesticide Applicator's license, without which I might have never had the opportunity to lead a fantastic organization like Copesan or to sell the company to a great company like ServiceMaster,” she says. And while it’s one thing to reflect back on successes and be glad you took opportunities, it’s the openness to new and different experiences that will help you attain that success. “You have to be open without knowing where you’re going to land,” says Elizabeth, “because when the opportunities are presented to you, there’s no way to guess the direction in which they’ll take you.” You also have to realize that you’ll have to make sacrifices. “Young career starters have to realize there will be sacrifices. You have to make choices – you can’t do everything. You might not have a perfect work/life balance,” says Deni. “You will face trade-offs at certain parts of your career, and that’s okay. Work/life integration is a more attainable goal than balance.”

March 20, 2019 | 4 Mins Read

Take Control of Partner-Led Aftermarket Service Revenue

March 20, 2019 | 4 Mins Read

Take Control of Partner-Led Aftermarket Service Revenue

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By Annick Perry

Many manufacturing companies are stuck in the situation where they sell their product to other companies, which then re-sell the product to the end customer. In many cases, the aftersales service is performed by the re-seller, leaving the manufacturer with a limited potential for growth as they do not realize any of the service revenue. Manufacturing companies must make the right selection of partners and set up service agreements that allow them to create a win-win situation and aim for a prosperous future.

Finding the Right Partner

A manufacturer’s need for partnership can occur because of a skills gap, technology gap, geographical limitations, or other business reasons. When creating a partnership, a policy and a common strategy need to be defined so that the collaboration is effective. In addition, you as the manufacturer need to make sure that your sales and distribution strategy is in line with your service strategy, so that the two can support and complement each other. After you do this internally you have to also make sure that your partner shares your strategy and ensure the sales and service departments of both companies are working towards a common goal and are promoting your services.

Define Your Offer

In order to enter the service business and create new potential for profitable growth, you first have to know the customer needs. You need to figure out a way to add value to the end-user either directly, or through your partners, or a combination of the two. In a reseller situation, you may need to work through your partner to find out the needs of your customers.

For example, a major manufacturing company of the printing industry identified the following needs within their customers:

  • Managing the machines and offering 24-hour service and support (remotely or locally)
  • Managing the use of paper
  • Distributing printed material

Based on these needs they were able to develop and offer services to the end user that were highly valued, thus creating new potentials for profitable growth.

Such services can be promoted directly by the manufacturer to the end customer or through the partner. For example, if you choose to offer a remote monitoring system it can be offered directly to the end customer, or through the partner who will then offer services to the end customer.

However, to be able to use your partners effectively you need to make sure that your partners are willing to invest in their people, so that they are capable of providing these services. You should be prepared to share your knowledge and provide help and support to your partners. Such a cooperation must be part of an agreement that creates a situation where both parties have something to gain. For example, you might agree that the partner works on commission and as the sales of the services increase then your profits also increase. Or you can agree that you handle the big customers and the partner deals with the smaller ones. You need to find ways of incentivizing your partners to become better service providers and service sales people.

Be Important to Your Partners

To avoid losing partners or risk having them become your competitors, you need to make sure that you remain important to them. Help them continue to develop by offering them training and make sure that they keep making a profit from this business. If this is not achieved then you may lose them, as well as the time and money you invested in training them. You could even end up competing with them.

An example of a partnership going well is that of a major white goods manufacturer, which has service partners all over the world. The company keeps educating and training its partners so that they are capable of fixing its machines and also provide the end user with advice on how best to use the machine. The partners follow the same strategy and standards as the manufacturer and is so intertwined with the company and the brand that the end customer can’t tell the difference between a manufacturer’s employee and the partner’s employee.

The risk in using your partners to deliver services on behalf of you is that you are not creating a relationship with the end customer. So, if the partnership fails you may also lose the customers. Going back to the white goods manufacturer, the value of the brand is what customers are looking for and this is the driving force that keeps customers loyal. In other words, you need to have a differentiator, a competitive advantage in order to be the orchestrator of the partnership.

Manufacturing companies need to enter the service business if they want to stand a chance in achieving profitable and sustainable growth. Such an endeavour can be if it is well planned from a strategic point of view and if the right agreements are put into place. If successful, it can empower partnerships and benefit all parties involved.

Noventum Service Management provides best practices, training, guidance and inspiration through our Service Transformation Centre and our Service Transformation Projects. Visit our website www.noventum.eu or contact us via info@noventum.eu or +31 297 566 241 for more information.

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March 18, 2019 | 5 Mins Read

Driving Adoption of Valuable Software Applications

March 18, 2019 | 5 Mins Read

Driving Adoption of Valuable Software Applications

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By Greg Lush

If you’ve missed my earlier posts in this series on digital adoption, you can read here what we discussed about The Hierarchy of Digital Adoption, Building and Fortifying Your Digital Reputation, and How to Avoid Being Crippled by Choice.

There is no doubt that, in the business world, not all software applications are created equal. Take for instance your transactional systems, email, accounting, etc. These applications are designed, configured (sometimes customized), implemented, and deployed. Notice that adopted was not once mentioned. Transactional applications, or anything that is repeated with limited user-choices, once trained is quickly institutionalized. On the other hand, when you look at valuable applications, all the other software which is not transactional, the path to success is a bit different. All the steps discussed for the transactional system are the same with the addition of adoption at the end of the cycle. Some equate transactional systems to those required by the business, while the valuable applications are left as optional. And so, the struggle begins with prioritizing these valuable applications and inspiring folks to leverage their power.

Many schools of thought exist regarding how change occurs within an organization. Depending upon the company a top-down approach, grass roots movement, or frankly a combination of both will lead to success. There is one thing in common regardless of change management style: people need to believe in the mission. Belief is a tricky thing, you must have credibility and the trust of your community. Yet, it goes much deeper than that and falls back to that simple adage, “lead by example.” While many would agree that you yourself must be a practitioner, it is not always that simple. Imagine for a moment that you are a branch manager responsible for hundreds of employees and tens of thousands in annual revenue. Now you are presented with this vast landscape of a cloud platform. Down deep inside you know this is the direction you must travel; however, running a business and learning a new toolset is a tall order. Thus, like many things we reprioritize those which are the foggiest from our perspectives and hesitate to socialize these tools with any zeal. Not to mention, have you seen the breadth of most of the cloud platform offerings? A lot of choices and too many possibilities.

Deployment Vs. Adoption

So, we come back to that idea of deployment or adoption. If you are hell-bent on maintaining your approach as you did with transactional systems, save yourself some time and don’t worry about all the other cloud platform possibilities. Yet if you have gotten this far my guess is your interest is to see what’s beyond that digital horizon. I strongly believe that adoption is 80 percent resolve. Depending upon the individual, they may resolve to use a valuable application immediately or wait for others to go first, and both are totally acceptable. Your mission, if you accept it, is to get everyone to their “aha” moment as quickly as possible. Once individuals “get it” you will be amazed at how much faster your adoption efforts proceed. One of the tools that we have used to help reduce anxiety, as the result of the unknown, is named a transformation cycle.

Transformation cycles are loosely defined as a visualization of a business’s progress from the introduction of a valuable application to that software solution reaching the “plateau productivity.” This single page diagram is highly effective as it allows the organization’s leadership to dictate the path and visually see its progress. As an added benefit the transformation cycle diagrams are used to communicate direction and progress to all the employees. This process goes back to anything you have read regarding change management 101, it creates a mechanism allowing the leaders to be in the driver’s seat of their digital transformation. Odds are, as you stay within the digital reputation quadrant of the Lush’s hierarchy of digital adoption, your transformation cycles will be occupied mostly by valuable applications actual names. As you will discover when we discuss contextual computing, your transformation cycle will evolve from showing valuable applications to displaying transformation elements (business scenarios). The transformation cycle is made up of the following components:

Start with an X-Y axis diagram, where the X axis represents time and the Y axis represents expectations.

From left to right place five sections and one line of colors;

  1. innovation candidate (trigger): this is where additional items are added to the transformation cycle diagram.
  2. peak of engaged enthusiasm: during your adoption cycle this will be the highest energy point, unfortunately as you can see the time which you will spend in this cycle will be the shortest.
  3. leveraging leadership: I like to think of this as the first step in the trough of disillusionment. This is the point in the transformation cycle where your culture will lead the technology, not vice versa.
  4. on-ramp to mainstream: designed to make you think of an on-ramp to a freeway it’s time to kick it into gear as you begin to transition your community to form digital habits based on the solutions that you are driving through the transformation cycle.
  5. plateau of productivity: congratulations, if you are here you obviously cleared the trough of disillusionment, the combination of leveraging leadership and on-ramp to mainstream.  You should be proud as you have taken a valuable application or element and made an indelible mark on your organization. Be careful not to set your expectations too high as there is a stark difference between the time required to deploy and that to drive full adoption.
  6. colors at the bottom of the chart: when you meet with the organization’s leadership at some frequency (preferably more than once per quarter), that team will commit to you their timeline to move the transformation cycle circle across to the plateau of productivity. Sometimes the circle will move forward and sometimes will move backwards, either way the important aspect is the local leadership is driving the bus.

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March 14, 2019 | 4 Mins Read

Women in Field Service: Finding Our Voice

March 14, 2019 | 4 Mins Read

Women in Field Service: Finding Our Voice

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By Sarah Nicastro, Creator, Future of Field Service

According to Karen Johnson, president of W. F. Hann and Sons, she found her voice later in life. Karen is quick to say she puts family first and she was out of the workforce for quite a while to stay home with her five children. When her youngest child went into high school, she began looking for part-time work – not realizing that a career in field service was going to land in her lap.

Karen’s brother is one of the owners of W. F. Hann and he called Karen nine years ago to ask her to come on board as the company’s controller (her history prior to having children is in accounting). While it was more hours and responsibility than Karen had been seeking, she said yes – and nine years later has progressed from controller to COO to president of the company. In the nine years she’s been at W. F. Hann, Karen says she’s never had a female apply for a field service position – but she sees that changing in the next five years. “Women are finding their voice in this industry,” she says, “and it’s exciting to witness.”

If you look at the team page of the W. F. Hann website, it provides a great visual representation of the work that remains to make women more central in the workforce. After Karen’s headshot as president, you see only men until you reach the “office support” section. I asked Karen what she feels the biggest challenge is as a woman in field service, and she explains “I can say the same thing a man will say, but it is taken differently.” I think it’s safe to say that there are plenty of women that would agree with Karen and I think it is high time that changed.

Evangelizing the Field Service Opportunity

One of the first steps that needs to occur in an effort to bring more women – more diversity in general – into the field service industry is an effort to create greater awareness of the opportunity that exists within field service. “We have such a hard time finding field service workers,” says Karen. “Kids are taught they have to have a college degree, but the reality is that isn’t for everyone. Kids were driven away from technical schools, and as a result college debt in our nation is unbelievable. You can make a phenomenal living in field service, it is an incredible opportunity – we need to do a better job of making that known.” In Karen’s home town of Cleveland, OH, technical schools have been closed. W. F. Hann is in the same boat as many other field service organizations, in dire need of field service talent – all while kids with college degrees search fruitlessly for decent-paying jobs with which to pay back loans. This isn’t at all to say college is a bad choice, but to echo Karen’s point – it isn’t for everyone, and field service can be a great alternative.

Reward the Demanding Nature of Field Service

Another great point that Karen brought up is that to attract employees to the industry, we need to think about what we’re asking of them and reward them appropriately. As she points out, “service is a 24/7 job – it is a lot to ask of an employee. How can you give back to them?”

W.F. Hann has taken tactical steps to make its employees feel valued in relation to the efforts they are putting in. For example, the company has introduced 401K match and profit sharing options. When an employee is on-call, they are paid whether they end up with a service call or not – and paid time and a half if they do. Employees are paid holidays and if a layoff is necessary, major medical is covered for that employee for three months. The company has also implemented incentive programs, hired food trucks for the employees, and put on family events. “It’s vital to make your employees feel valued,” says Karen. “I have an open-door policy. Each employee knows that I am here to listen to them, and that anything they tell me remains confidential. They trust me, and that’s important to me.” Karen adds that in today’s technology-driven world, it can’t be overemphasized the importance of maintaining a personal touch.

Another area Karen feels is vital is training. “We focus heavily on training. I encourage it with all of my employees. Whether it’s customer service, technology, new products or changes in federal regulations, we constantly are learning. When you continue to learn, you will continue to grow,” she says.

By better communicating the potential in field service and treating its employees well, Karen is confident that in the next five years she’ll see many more women on her team. Her advice to any woman considering a career in field service is: “Don’t be afraid to enter a male-dominated environment. There’s a huge opportunity for more women to find their voice in field service; it’s time to seize it.”

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March 11, 2019 | 2 Mins Read

Tips for Effectively Tying Staff Performance to Customer Satisfaction

March 11, 2019 | 2 Mins Read

Tips for Effectively Tying Staff Performance to Customer Satisfaction

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By Greg Coleman

When looking at how companies measure employee performance, it’s clear that there is wide variation across the industry in terms of incorporating customer satisfaction into the mix. In past years, we have observed that companies were generally doing a poor job in linking employee performance to customer satisfaction. While improvements in this area have been seen recently, many companies are still struggling to enhance their process for linking performance to satisfaction. In a recent study conducted by Service Strategies, only 57 percent of companies say they tie staff performance directly to customer satisfaction, and even fewer link satisfaction to management compensation.

One of the key factors required to link satisfaction to employee performance is having sound methods to collect customer satisfaction data. Companies that have poor customer satisfaction measurement methods have trouble linking the results to performance since there is either not enough data or the data is suspect. Without a reliable foundation of results, employees will resist efforts to link their performance to customer satisfaction.

Companies that are successfully tying satisfaction to performance are doing so for several reasons. Consider the following suggestions when examining your customer satisfaction and performance management processes:

  • Collect enough customer satisfaction data to support evaluating individuals or teams. If there is not enough data to measure the individual, then setting goals and measuring performance at the team level is a viable and sometimes preferable alternative.
  • Set measurable goals for customer satisfaction rather than “soft” targets based on perception. Having weak references to customer satisfaction in a performance review does not focus employees on delivering higher levels of service.
  • Ensure that customer satisfaction is a highly weighted component of performance evaluations. The weighting should have a direct impact on compensation for the employees. If possible, put a bonus program in place to reward the staff for achievement of desired customer satisfaction results.
  • Tie performance objectives to employee controllable elements as well as overall satisfaction. These would include knowledge and expertise, professionalism, quality of solution, timeliness of status updates and other factors in an employee’s control.
  • Regularly review customer satisfaction results with the staff and include them on performance scorecards or other productivity reports. This will ensure they are aware of current performance and enable them to focus on areas that need improving.

Following these simple suggestions will have a positive impact on your overall customer satisfaction program and drive your staff towards delivering improved results on a consistent basis. Programs such as the Service Capability & Performance (SCP) Standards can help drive improvements in this area and will help set specific measurable targets for customer satisfaction.

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March 8, 2019 | 4 Mins Read

Women in Field Service: Harnessing the Untapped Potential

March 8, 2019 | 4 Mins Read

Women in Field Service: Harnessing the Untapped Potential

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By Sarah Nicastro, Creator, Future of Field Service

In honor of International Women’s Day on Friday, March 8th, I have set out this month to interview some amazing women in the service industries in an effort to learn more about their journeys and to get their take on what the future of field service holds for women.

I started my interview series off with Maria Pallotta, Chief of Staff at Canopy Lawn Care. In her role, she is responsible for executing the overall business plan and leading the execution of systems and processes that will enable growth and scalability. She also leads the recruiting, onboarding, training and employee empowerment initiatives at Canopy. Maria joined Canopy about six months ago after spending nearly eight years with an agency called Coalmarch Productions that catered to service industries. While speaking at a conference, Maria met Canopy’s CEO Hunt Davis, and was struck by his authentic desire to run an innovative and inclusive field service organization. “One of the things I really love about Canopy is that our leadership team is fresh and open-minded,” Maria says. “We don’t have a deep history holding us back – we just have the future pulling us forward.”

Maria explained to me that, like many, she didn’t seek out a career in field service but rather happened upon it (through her time at Coalmarch). She is passionate about the industry because of the potential that exists. “There is so much room for growth in this industry – so much untapped potential,” she says. “The concept of making a career in field service more appealing not only to women, but to anyone, is an effort that as an industry needs work. The more work we all do on this front, the greater the overall industry’s ability to capitalize on the potential that exists.” Here Maria provides her advice for how to start tapping into that potential.

Acknowledge the Challenges

If you don’t put effort into recognizing the challenges that do exist in getting and keeping women in the industry, then you can’t take any steps toward making improvements. “The reality is that the industry is male-dominated, and to move beyond that requires most organizations stepping outside of their comfort zones,” Maria says. “Think of something as simple as the job descriptions you’re using – are they off-putting to women? Wording like ‘must lift 50 pounds,’ or ‘will encounter harsh conditions’ will deter women from even applying. That’s not to say lie if there are certain non-negotiable requirements, but be cognizant of how you’re communicating the role and responsibilities to ensure you aren’t ostracizing candidates unnecessarily.”

To get more women to apply, think about what is appealing to them. Flexibility, for instance, is a big draw. You also want to think through the candidate and new employee experience to identify potential issues. “It took me five months to get one female interview candidate,” explains Maria. “In that case, you want to ensure the interview experience is going to make that candidate feel welcome and comfortable.” Thinking through aspects of the job that you perhaps haven’t before – like whether or not there are female uniforms – will help to put a candidate at ease.

You also have to consider what happens once you begin having success and bringing women into the workforce. Will all appropriate measures be taken to ensure their experience is positive? Will they have mentors? Are there visible examples to those new employees of women succeeding within your organization, or industry? Is the language you use in your resources, meetings, and interactions inclusive? As hard as it is to get female candidates, you want to ensure you do all you can to make it a successful fit for both parties.

Build a Culture of Inclusiveness

“The best way to focus on creating a company culture that women can thrive in is to focus on creating a culture that anyone will want to be a part of,” says Maria. “If you truly consider what will make your employees engaged and happy, you will end up with an environment where everyone can succeed. This starts with ensuring everyone has a voice, and that those voices are heard. Asking questions and voicing opinions should be welcome and embraced by all.”

A strong company culture also includes considering how you develop a career path for your employees, rather than it being just a “job.” Canopy has done this by introducing a progression of six levels of promotions that field employees can achieve even before reaching management level. “Today’s employees are growth-minded – they are going to seek growth, period. You’d rather they do that internally versus externally,” says Maria.

Maria acknowledges the fact that while these words sound both practical and simple, the process is challenging. “Making the foundational changes necessary to welcome more women into the world of field service is very, very hard,” she says. “It’s natural to want to stick with what’s easily attainable – but the organizations that push beyond that comfort zone and dig into some of this hard work are the ones that will reap the reward of all of the potential that exists.”

Fighting battles of exclusion and inequality herself only spurs Maria’s fire for working toward a more woman-inclusive industry. “When I go to industry events, I always feel I have to prove myself more than my male colleagues. I feel judged on my appearance instead of on my words or my actions. Women in this industry have to fight harder than men to earn their credibility, and that has to change. It will change, and I am honored to be a part of that transformation.”

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March 6, 2019 | 3 Mins Read

The 3 Technologies I’m Most Excited to Discuss at Field Service Palm Springs

March 6, 2019 | 3 Mins Read

The 3 Technologies I’m Most Excited to Discuss at Field Service Palm Springs

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By Sarah Nicastro, Creator, Future of Field Service

Are you gearing up for a trip to Field Service Palm Springs next month? I am working on some cool things that Future of Field Service will be doing at the event, and it had me thinking about what I’m most excited to discuss while there. The thing I love about this event is that it enables me, and all of the other attendees, to connect with so many people at once – there’s really nothing like it. The conversations I have at the event give me a really good sense year to year of how much progress the field service industry as a whole is making, and where it’s heading next.

Often, the conversations I have with attendees show the “real deal” on where service organizations are really at when it comes to adopting and integrating the technologies the industry is buzzing about. This year, the three technologies I’m most excited to discuss at the event are:

  • IoT – While we’ve seen some traction in IoT adoption, there’s plenty of room for growth with the technology that has been abuzz for a number of years now. Even the organizations that have begun to adopt IoT have a long way to go before they are fully leveraging the benefits the technology can bring. True IoT adoption goes far beyond connecting assets to the value derived and leveraged from the data collected from those assets. In this regard, I think we’ve only seen the tip of the iceberg of what IoT can do in field service.
  • AI and Machine Learning – Taking the need to more intelligently analyze and use IoT data a step further brings us to AI and Machine Learning. These tools are critical in organization’s taking the wealth of data IoT provides and feeding it into programs that can feed true business transformation. IDC recently released an AI-Based Automation Evolution Framework that is worth checking out. AI can also play a larger role in customer experience than it is currently among field service organizations.
  • Augmented Reality – When you look at the challenge most field service organization are facing with recruitment, hiring, onboarding, and knowledge transfer, Augmented Reality becomes a very compelling solution. Last year the progress made with AR adoption from the year prior was noticeable, and I’m looking forward to seeing this year how even more field service organizations have adopted and are using AR.

The great thing about this event is having the opportunity to talk face-to-face with companies that are tackling challenges head on, embracing new tools, and working hard to improve their businesses. There is always wisdom and new perspective gained, and it’s an event I look forward to every year. To see what Field Service itself has to say about the topics I’ve discussed and more, check out their 2019 Transformation Report.

Are you attending the event? If so, let’s meet up! Future of Field Service will have its own space at the event, so please stop by. Also, IFS is hosting a cocktail hour Wednesday evening at 7:45 PM – email me, I’d love to buy you a drink! See you in sunny California.

If you’re a service executive that’s not yet registered for Field Service Palm Springs, you can use code FutureFS20 to save 20%. Click here to learn more.

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March 4, 2019 | 4 Mins Read

How Societal Megatrends are Forcing Manufacturing Organizations to Offer Advanced Services

March 4, 2019 | 4 Mins Read

How Societal Megatrends are Forcing Manufacturing Organizations to Offer Advanced Services

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By Annick Perry

In a joint research study with the Advanced Services Group, a center of excellence at Aston Business School, Noventum explored how five societal ‘Megatrends' bring opportunities for business growth for manufacturing companies through advanced IoT enabled services. The complete research paper can be downloaded at Noventum’s website.

There are five societal megatrends we explored in this research, and they are:

• Value change
• Green and resource scarcity
• Health and Aging
• Globalisation and the need for community
• Inequality and Social Exclusion

In this article, we’ll focus in on the Mega Trend ‘Value Change.’ Value change is defined as the increasing importance of transparency, diversity, individualization and freedom of choice, as well as demand for meaning and connectedness. Here we’ll discuss some of the ways that the mega trend of value change is impacting manufacturing companies as it relates to their service offerings.

Customers’ perceptions of value are changing

Consumer habits are changing. We are becoming more tech savvy, less connected to ownership of products and in favor of experiences delivered by service providers operating new business models, like Airbnb. Expectations of a personalized experience are higher, which means companies must respond to customers’ needs faster and in a unique way. This change is passed on by B2C customers towards their B2B suppliers and partners. For manufacturers, this means staying alert and being proactive. As Anders Mossberg of Scania Trucks stated in our study, “Talk to your customers’ customers because they are the ones that will drive the trends in the future.”

Customers want to Buy “Everything as a Service”

Manufacturers are recognizing the need to find new ways of offering value to customers. Their offerings are changing from a product focus to a service focus, which emphasises providing the customer with the capability to achieve their business goals, instead of emphasising product features. They are now competing through a combination of products and services, enabled by technology, tailored to meet the customer’s needs. Rolls-Royce, for example, sells hours of flight time for its jet engines rather than the more traditional purchase of the engine. These are more sophisticated, higher-value contracts, based on outcomes. They are also higher risk for the manufacturer but with higher potential to create a competitive advantage.

New technologies enable response to changing needs

New developments in technology are enabling the value chain to be redesigned. Embedded sensors and processors in assets and devices are increasingly capable of transmitting data to control centres to signal the need for repair or refurbishment. Research participants cited the introduction of driverless vehicles, some of whom mentioned that this is already a reality in some situations and will increasingly be the case in the future. It will provide the opportunity for companies to take leadership and redesign the value chain to increase efficiency and added value. New configurations of networks allow companies to redefine their role in the value chain.

A transformation is needed

Delivering such advanced service requires fundamental changes in the manufacturer’s operations, relationships, organisational structures and potentially a change in their culture. Denis Bouteille of Fives addressed this in our study by saying, “Talking to the customer, we need people who can really develop the empathy, the listening and the deep understanding.”

This exploratory research concludes that societal megatrends can drive opportunities for manufacturers to compete and grow through advanced services. To realize those opportunities, it’s important that companies exploit the implications of new trends together with their customers and explore what the impact of societal trends might be on future needs. The megatrends explored in this research show a significant potential for companies to develop advanced services and strengthen the competitive position of companies. However, some key factors need to be taken into mind when manufacturing companies take the decision to invest in developing advanced services:

  1. Before companies can start developing advanced IoT enabled services, top management needs to support the development of advanced services and provide clear leadership to staff in the mind-set appropriate to the development of the new capabilities
  2. Stay close to your customers to identify opportunities for advanced IoT enabled services by understanding how value perception and needs are impacted by societal trends:
    • Understand your company’s role in tackling global social and environmental challenges
    • Explore the opportunities of the ‘circular economy’
    • Recognize the impact of IoT on your customers value chain
  3. When you are developing the business models around advanced services make sure that:
    • The tacit knowledge of the very experienced but aging workforce is transferred into technical solutions to deliver advanced services
    • Your company thinks global, but acts local and delivers a superior customer experience

Noventum Service Management provides best practices, training, guidance and inspiration through our Service Transformation Centre and our Service Transformation Projects. Visit our website www.noventum.eu or contact us via info@noventum.eu or +31 297 566 241 for more information.

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March 1, 2019 | 5 Mins Read

The 5-Step Process To Field Service M&A Success

March 1, 2019 | 5 Mins Read

The 5-Step Process To Field Service M&A Success

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By Sarah Nicastro, Creator, Future of Field Service

For field service organizations looking to dominate in their industry, conquer customer satisfaction, and embrace the latest technologies, the process of an acquisition can be both an exciting and daunting one. On one hand, you are investing in the potential for growth and eliminating from your competitive set. On the other hand, as field service navigates a new service landscape, adding a team that has differing ideas, varying ways of work, and completely disparate technologies (or even paper-based methods) has the potential to cause major headaches.

Kevin Anderson, EVP of Active Pest Control, has practiced and nearly perfected the art of M&A. Active has become one of Georgia’s leading pest, termite, rodent, and wildlife control companies. Today, Active has over 45,000 customers and twelve offices located in Metro Atlanta, Athens, Rome, Columbus, Middle Georgia, and Sugarland, Texas.

Active has grown tremendously over the past few years, from a $4.2 million dollar business in 2006 to 21.4 million in 2018. Part of Active’s growth can be attributed to the fact that it has acquired four companies in the past four years. The company has a very particular operating process in addition to a well-defined and continually-improving technology strategy, so I was interested in Anderson’s take on how to streamline the M&A process. Here he’s sharing his top five tips to smooth some of the challenges of M&A activity.

1. Do Your Due Diligence

“Anyone considering an acquisition is doing due diligence in terms of reviewing financials, assessing customer lists, and so on – but we also do due diligence in terms of being strategic about the companies we are acquiring,” says Anderson. “Meaning, we look for companies that are well aligned to our operating environment, or that we think will be easy to transition.” When researching potential acquisitions, Active looks for companies that are marginally profitable that it feels it can quickly and easily amplify by layering on its paperless, digital-first technology strategy. So Anderson’s advice is that beyond an on-paper good fit, you need to think about how the operating conditions in present day can be translated to quick payoff when migrated to your environment.

2. Invest Time Up Front in Change Management

“You can avoid a lot of headaches with an acquisition by just investing a little time up front,” Anderson explains. “On ‘takeover’ day, myself, our owner, our COO, and our HR director spend the entire day on-site at the new business. We spend some quality time talking with the new team about who we are, how we do things, and what we expect of them.” Active is sure to discuss aspects of their company that they know the new team will be particularly interested in, such as benefits and incentives. The company completes all new-hire paperwork while on site, and introduces in person much of the change that will take place allowing all new employees to ask questions directly. “We are all short on time, but this initial investment in your new company is critical and will prove time well spent,” says Anderson.

3. Fast Track Technology Alignment

Active considers itself leading-edge in terms of technology adoption for the pest industry. The company is paperless, using WorkWave’s PestPac suite of cloud solutions for field operations, back-office, sales, marketing, customer experience, and reporting. Active is also in the process of rolling out WorkWave’s GPS solution. As Anderson explains, it’s important to waste no time getting the new business up to speed on the technology Active uses – particularly because this technology is what Active feels gives it a competitive edge. “With the technology we use, we are able to attain between $100,000 to $110,000 revenue per employee due to our operational efficiency. We employee 30 to 40 percent fewer employees as the average pest company our size, and we will be able to grow to upwards of $30 million in revenue without adding any additional administrative staff.”

So how does Active prompt its new team to adopt its existing technology? “The weekend before we take over, we input all of the new company’s customer information into PestPac,” he explains. “We run one month in tandem and audit at the one-month mark to ensure all new technicians are using the solution. By 60 days, we’ve abandoned whatever their previous processes were, be it another solution or paper.” This art of “ripping off the band-aid” if you will sets the expectation early on of what the new operating conditions will look like, and allows Active to catch quickly any new employees that are more resistant to the new ways.

4. Master the Art of Delayed Gratification

Another critical aspect of an acquisition is customer retention. In the pest industry, Anderson explains that it isn’t uncommon for customers to build loyalty to a brand and have emotions about a new company taking over. To maximize customer retention, Anderson suggests the approach of embracing delayed gratification. “We do early outreach to introduce ourselves to customers and get a feel for whether or not they have any concerns,” he says. “If they do, we personally go to visit them and offer their next service on us, explaining that we know we can make them happy and if for any reason they aren’t they can cancel afterward. Our retention rate is well over 95 percent.”

Anderson points out that another benefit of the company’s operational efficiency is the ability to leverage savings in examples like this – standing behind its services by offering a free trial. “I can beat my competition to any appointment, and our savings allows us to offer free trials or compete on price when we need to,” he says.

5. Put Effort into Maintaining a Cohesive Culture

Active maintains an advisory board that includes representation from all functions of the business, and incorporates new representation from each organization that is acquired. This helps to ensure that on an ongoing basis, the new businesses are in the loop and have a voice – things that are important to fostering a cohesive culture after an acquisition. “We want our employees and each of our locations to know they have a voice,” says Anderson. “The advisory board meets four times a year to discuss everything going on in the business so that everyone feels a part of decisions and is aware of the direction we’re headed. This helps to keep everyone on the same page.”

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February 27, 2019 | 4 Mins Read

Self-Service and the Changing Definition of Technician Empowerment

February 27, 2019 | 4 Mins Read

Self-Service and the Changing Definition of Technician Empowerment

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By Tom Paquin

How do you define self-service for your service organization? Is it merely the act of a customer resolving an issue themselves? Is it a phone conversation with a support representative walking them through the process?

If you’re leaving your customer there, then you’re leaving your customer behind, and there will certainly be competitors who are ready to take them away from you. Self-service is going to be a key component of maximizing efficiency for the future of field service, so it’s time to start thinking about it now.

Taking self-service to the next level requires a duality of thinking. First, what will you do to actually help increase no-dispatch resolutions? Second, and more complicated, is how will you define the challenges and opportunities that this creates among your technician base? We’ll start with the first.

Increasing No-Dispatch Resolutions

Naturally moving beyond the simplicity of talking through resolutions remotely, organizations have found numerous ways to encourage remote resolutions through smart technology investments. We’ll talk about two comparatively new technologies here: IoT, and Augmented Reality.

Your mileage with IoT will vary depending on the sort of serviceable assets supported. IoT has gained a natural foothold in areas like manufacturing, telecommunications, and energy, while there are numerous areas where IoT’s usability doesn’t align with remote resolution. Nevertheless, connected sensors, when paired smartly with the right equipment, can help organizations mitigate issues through several means.

One scenario is that connected sensors indicate a temperature spike on a machine, which could imply that it’s being used improperly. Either through automation, or a quick phone call, a service organization can inform the customer, thus preventing a breakdown before it happens. This is a win-win, avoiding downtime for the customer, while protecting technicians’ time.

Another scenario is a bit more specialized, and it involves more than connected sensors. In the event of some sort of machine breakdown, remote workers can run power cycles or make firmware updates to keep systems running effectively. Obviously, this requires remote access to the controls of a machine; A step further down the technology rabbit hole.

AR, on the other hand, could eliminate the need for a remote worker altogether. Many AR modules today are designed to walk customers step-by-step through simple repairs. Simply point your phone’s camera at your serviceable asset, and appropriate areas will highlight as it cycles through directions. This way, customers can get equipment up and running without even having to wait on hold.

These are only a few of the myriad of solutions available, and any of these are further scalable through the implementation of automation and other complimentary systems. Nevertheless, these represent ways to put more power in the hands of your customers. But how does it impact your technicians?

The Newly-Empowered Technician

By re-routing simple tasks away from in-person technicians, there’s a sense that the lightened workload devalues a service technician in some way. This would imply a decided lack of empowerment; a move away from the authority that technicians once felt over their service domain. Will technicians even be needed in the future?

With self-service, powered by some of the previously-mentioned tools and a grab bag of others on top of them, organizations can eliminate unnecessary service appointments. Will this lead to the ultimate end of field service? Not with the tools available today alone. There will always be a need for nuanced in-person interactions in service, usually around complex service functions. It’s in these moments, when organizations are struggling with challenging issues, that you want them to see the face of your business.

Some technicians may balk at the infrequency of simpler jobs, meaning their days are more packed with higher-stress, higher-challenge labor, but the fact of the matter is that service organizations on the whole are struggling to hire and train new technicians, so wherever inefficiencies can be eliminated they should be.

For those technicians who go into the field to handle the more complex jobs, there should be, for them, a sense of empowerment. This is true personally, as their skills as a trusted resource are being valued and challenged. It should also happen practically, though, as these technicians, too, can benefit from some of the ancillary technologies created for self-service. IoT can give much greater insight to in-person techs on a job site. Combine that with Augmented Reality, and the future of heads-up displays of system integrity and step-by-step directions for new technicians make the future even brighter. To get those techs on board, though, it’s up to the organization to articulate the value that they bring to the table.

With all this in mind, organizations have a great opportunity to begin to employ some smart technologies to support self-service. The benefits of laying the groundwork today will pay dividends in those direct service gains, but also offer excellent trickle-down opportunities to support technician empowerment as well.

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