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May 5, 2021 | 39 Mins Read

Is Your View of Outcomes-Based Service Limiting Your Success?

May 5, 2021 | 39 Mins Read

Is Your View of Outcomes-Based Service Limiting Your Success?

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April 28, 2021 | 29 Mins Read

Pressing Pause to Reflect After the COVID Sprint

April 28, 2021 | 29 Mins Read

Pressing Pause to Reflect After the COVID Sprint

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Jason Prokop, Director of Field Service, and Alesia Magon, Sr. Manager Technical Support & Repair Center, both of global laboratory diagnostics firm DiaSorin, take a deep breath after the massive growth, major pivots, and immense perseverance of the last year to talk with Sarah about their lessons learned.

Sarah: Welcome to the Future of Field Service Podcast. I'm your host, Sarah Nicastro. Today, we're going to take a moment and press pause to reflect back after the COVID sprint. While we certainly aren't completely past the pandemic, we've reached a point where a lot of businesses are stopping to take a look at the lessons learned and the experiences they've gleaned over the last year.

Sarah: I'm joined today by Jason Prokop and Alesia Magon, both of DiaSorin. Jason and Alesia, welcome to the Future of Field Service Podcast.

Alesia: Thanks for having us.

Jason: Nice to be here. Thank you.

Sarah: Thank you for being here. Let's start with some introductions. So why don't you tell us a little bit about DiaSorin, your roles and anything you'd like to share about your backgrounds. Alesia, do you want to go first?

Alesia: Sure. My name is Alesia Magon as Sarah mentioned and I'm the senior manager of technical support in the repair center at DiaSorin. I'll let Jason describe DiaSorin too in a little bit, in a global sense. But what I'm responsible for, is the 24/7 technical support team at DiaSorin Inc., across the U.S. and Canada, as well as the repair depot and internal service for equipment that we have here at the DiaSorin Inc. site.

Sarah: Excellent. Jason, can you tell us a little bit about DiaSorin and your role?

Jason: Yes, hi. I'm Jason Prokop. I'm the director of service and support here at DiaSorin Inc., out of Stillwater, Minnesota. So I'm responsible and our team's responsible for the field service across the United States and we also have a subsidiary up in Canada. We directly manage our customers install base. We do preventative maintenance, repairs, et cetera.

Jason: So DiaSorin is a global manufacturer of immunodiagnostics products. We're very multi-international company from that perspective and we really specialize in specialty diagnostics. That's why if you see our brand, DiaSorin's called the diagnostic specialist from that perspective. So we try to come out with niche and innovative products, that fit gaps in our customers' needs from that perspective.

Sarah: Okay, great. So I wrote an article, I think it was, I believe it was late 2020 and it was my love letter to the service industry for surviving such a crazy year. Alesia, you actually reached out to me, after coming across that article and saying, "Hey, this really resonated and I think that we experienced a lot of this and we have some interesting stuff to share." So here we are. So can you tell us a little bit, what about that article resonated most with you?

Alesia: Yeah, during the pandemic, there was a lot of news and media about the frontline workers, as there should have been. That's completely appropriate. There was people, many, many industries and types of people that were serving the communities, that weren't as readily noticed. When I read that article, I thought, "Absolutely, yes. This is the love letter to the people in this community and the community of the service industry, that are trying to help in their own retrospective ways for the customers that they serve." And thinking specifically about the service industry at DiaSorin, I thought, "Yes, this is what we went through." We had unbelievable challenges, but we had a lot of lessons where we learned about perseverance and we learned about how to stay strong and you wrote and touched on several of those points in the letters and I shared it on LinkedIn, as an effort of expressing the same level of gratitude back to the service department that we represent.

Sarah: Yeah, you make a really good point, which is there's many layers and types of essential workers, right? So some that have experienced maybe different things first-hand, like those that are on the front lines in the healthcare industry, certainly I think deserve to be top of mind, when you think about what this last year has looked like. But to your point, there's a lot of things that are a little bit more behind the scenes and a lot of people that have worked really hard to serve those front line workers and to make sure that those front line workers have been able to do everything that they needed to do for patients and for people that have been impacted most. I think that that's a really, really good point.

Sarah: Now, DiaSorin being in the industry that you're in, just so happened to be in a position to provide testing for COVID and therefore, had maybe a doubly crazy year last year, because you experienced some really intense growth. So Jason, can you tell us a little bit about sort of, what's the core business? So what were you kind of up to before COVID hit? Then, what has that growth looked like? How did you sort of pivot and start providing that testing and what did that kind of mean in terms of the impact on the business?

Jason: Yeah, absolutely. So pre-COVID, it was typical business as usual for our organization. We had our national commercial meeting laid out at the end of February, where we were given our strategic objectives of an organization, with the products that we were going to come out with and launch and what our focus was going to be for 2020.

Jason: So we were all out on our plan. Everybody, all the information was cascaded to everybody in the commercial organization, as well as internally. Then come mid-March, things changed. Now we're in the midst of the pandemic, so as an organization and being we're very innovative from that perspective, we saw what was needed in the market place. So we quickly, our molecular colleagues out in California, came up with the PCR test for COVID. Then our global colleagues in Italy and internally here in Stillwater, came out with some amino acids, both for IgG and antigen testing. Now we have another IgG testing for post-vaccination from that aspect.

Jason: So then we saw much interest in the market place, because no vendor was ready with the supply to meet the demand from our customers. So then we quickly had to collaborate with all of our colleagues, both from a corporate level and in the U.S., as well as our instrument manufacturers, to look at what we could do with our supply to meet the demand of the public and I think from that, we saw the communication across our organizations really increase, even though we're in this virtual setting from that perspective. We all had to communicate with one another on a daily basis, to make sure that we could get done what we needed to get done for the organization, as well as our communities and society from that perspective.

Sarah: Mm-hmm (affirmative), okay. So can you give us kind of a base line to think about, like, "Okay, before COVID we were producing X units." Like how much did that really boom the business and like a scale for what you had to adjust to.

Jason: Yeah, so I can talk a little bit from an instrument standpoint. So from a molecular standpoint, our install base more than doubled in 2020. From immuno standpoint, we had a couple months where we installed more instruments than we ever have in the history of the time that I've been with the organization and I've been here almost 27 years from that perspective. I think from an immuno side, in one month we installed over 50 instruments in May, I believe. Typically, we do maybe 10 a month. So it was all hands on deck, to get our customers the instrumentation and the testing they needed to keep up with their demand that they had.

Sarah: Yeah. I think it's interesting that we think about, I think a lot of times when you talk about reacting to change, you think about in the negative sense, right? So like a lot of the organizations we've had conversations with around COVID, unfortunately what that looked like for them was, a significant reduction in business and some people had to make layoffs. So I think there's this perception of the challenges of COVID being more on the side of that contraction. But I think it's just interesting to point out that, challenges can also come in the form of opportunity, right?

Sarah: So I mean let's set aside the fact that you're all employees of DiaSorin and DiaSorin now has this opportunity to provide this testing in this time that it's needed, which obviously has a growth impact on the business. But you're all still human beings, dealing with the same fear and uncertainty and trepidation, in your own lives, right? But there's also a real business aspect of like, "Oh my gosh. Like we have the chance to step in and do this thing and being able to do it." Right, I think the recognition of the opportunity is one thing, but the ability to pull together quickly as a company and execute on that opportunity is a totally different thing.

Sarah: So I think kudos to you guys as an organization, for being able to see where you could have an impact and get to work, doing what needs to be done. You're talking about a global company, right? So all of that communication. The logistics. Everything. We'll talk a little bit about that. I think the other thing that's interesting to look at here is, not only was it a really hard year in many ways, even though for you guys that meant really, really rapid growth. During that, you ended up with the strongest NPS score that you've had since you started measuring it. So how? Like, how did you do that and why do you think that is, or how do you think that was accomplished?

Jason: Man, I can speak to that. So, if I look at it from my perspective, it's all about the great people that we have within our organization and I'm just not talking about all of our people in field service from that perspective, but that's internally, across all of our organizations, everybody stepped up. Did we all have some anxiety? Absolutely! I think everybody in society had some anxiety about stuff.

Jason: But we also knew that we were doing something different and really making a difference from that perspective. So all the people across the organization really stepped up, both internally and in the field and I think our customers saw that. They saw us as an organization, that's going to continue to provide excellent customer support, innovative products, to meet the needs that they have at this time, in a very quick and nimble fashion. Nobody ever stopped. I mean, whatever we asked people to do, of course everybody had a little anxiety about it and we were empathetic to that for sure, because we had the same type of anxiety. But they knew that they were doing the best they could for our organization, as well as the customers out there and all the people within the organization deserve all the credit and I think we had some of the best people of any organization that's out there.

Alesia: Add to that, Sarah, that the industry was, we saw it in the media everywhere. "We need more testing." People were saying, it was March, the middle of March, when the U.S. really became impacted by the pandemic and the number one response was, "More testing, more testing, more testing." Our organization a lot of great people within this company, who are very innovative in the scientific industry, were able to come up with that solution and the customer saw that DiaSorin is a solution provider, right? So we're able to come up with the plans.

Alesia: There was a lot of shortages of a lot of things, but testing was one of the things that was most talked about. When we did that and then you couple it with something that we were already providing before, but our employees dug deep and did it even better this year, was we really provided that customer support and that's not just like the front line people who are talking to the customer, although they are extremely valuable to that, being the face of DiaSorin, it was the people who were staying late and making sure that everything was received on time. It was the people who were processing the orders when they didn't necessarily have to. It was the people who were taking care of their children at home, while still working.

Alesia: I mean it was a lot of people who had to do things that they've never done before. But realizing the importance of why they did that and it was visible to our customers. We were able to say, when they were saying to us, I'm having to show up in the lab and to do the testing, we were saying, "And we're side by side with you, we're helping you." They saw that.

Sarah: Yeah, yeah. We're going to talk a little bit more about kind of the people part of this too and I think that's the most important part. But before we do that, I want to talk about the logistics. The operations of things, right? So in this case, you're talking about growth that was spawned by this crazy once in a lifetime, hopefully, event happening, right? But any company that experiences really, really rapid, big growth, struggles with how to scale and how to react quickly and nimbly to accommodate that.

Sarah: So I think there's a message here, not just, "We grew so much because of COVID", but just, "We experienced this rapid growth, period and here's how we adjusted our business operations to be able to navigate that." So can you guys talk a little bit about some of the areas of operations and how you sort of made some changes and pivots to be able to react and respond to the opportunity that was there?

Alesia: Yeah. Yeah, there was quite a few of those moments. So starting on day one, after we realized what was happening, was about the safety of our employees and what we were going to do. So what do we need to implement in order to get people safe? So for technical support, it meant, "You're working from home immediately." Well that meant that we had to set up their home offices and structure their home offices and ensure that there was business continuity with the phone lines and we had to ensure that there was no major disruptions. Other companies experienced that too. Our customers saw no difference on any of our phone support whatsoever. From a repair center perspective, where we had people who were having to work here at the office, in order to accommodate the needs, it was making sure they had the right PPE. That they had the right safety protocols.

Alesia: It was moving things around in the space and the lab, so that they were able to do that. It was making sure that we had procedures that they could all have their own laptops, where they were making sure that they were reading them without touching other people. It was making sure their badges were only allowing them into certain areas. There was a lot of things that we did, in order to say, "Okay, first is your safety and how are we going to do that?" From a field perspective, we did that as well and Jason can talk a little bit about the safety that we did for the field service employees.

Jason: Yeah and that was working very closely with our corporate colleagues, as well as internally with our health and safety teams and stuff like that. So you know how it went from a PPE perspective, where now everybody needs masks and there's no masks available and you're trying to find lab coats, you're looking for gloves. We were looking to make sure that we could find alternate suppliers, than our base suppliers, to make sure that we had a backup, in case there was a need from that perspective. We had to work with our corporate colleagues up in Canada, because now we can't ship stuff across the border, from that perspective, to get people PPE. So a lot of that comes back to that communications that we had within our teams.

Jason: So that really helped us get ready for that. Then even to keep up with demand, we had to hire some new head count, to make sure that we had enough people in place and then as Ally said, we had to look at social distancing between our confined space, to make sure that we could keep people a safe distance apart. Then we had to look at alternate shifts that people could work, as well. We had people in the field that had daycare needs. So they had decided, instead of working a normal eight to five, that they would work five to one PM, to be able to take good care of their customers still and that's kind of the ownership that we see from our service department, as well as all of our departments internally, is that they really were owned the situation and were very accountable for everything that needed to happen, from that perspective.

Alesia: Yeah and a lot of those pivotal operational things, head count, shifts, safety, working with colleagues around the world, they seem at a glance, something that you could breeze over, but they all took several hours of conversation to figure out, "How are we going to do this and how are we-

Sarah: Yeah, at least, I would think. I mean and it's easy to kind of look back. They say like rose colored glasses, or what have you. But the other thing is, in those very early stages, the circumstances were changing, almost every day, right? So it's like you figure it out once and then you get going and then next week it's different. Then you figure it out again and then, so it wasn't like, we've kind of as this has gone on, we've fallen into a norm. It's not the norm anyone wants, but we've kind of reached a more level state. But in the beginning, I mean it was different requirements and regulations and stipulations being introduced, really all the time. So I think the attention to detail and again, that level of cross-functional and regional communication, is really important in being able to make the changes you guys did and continuing refining them, as you went along. Any other things to note, in terms of logistically or operationally, how you guys kind of accommodated the growth?

Alesia: The main logistics points when it came to servicing, were really about working, when it comes down to the nuts and bolts, besides the staffing and how we had to manage that, was about the logistics of the parts. The logistics of the instrumentation. We really had to collaborate and communicate much differently to our corporate colleagues, in the way that it wasn't that we were speaking about things differently, but we had to speak about things much more rapidly.

Alesia: So instead of weekly communications, it was daily communications, because guess what? "Today we need this, this, this, this." They had to say, "Okay, now we need to gather up the people here that need to help with that. We need to talk to our suppliers. They need to talk to their suppliers. Who's our alternate suppliers? Where are we getting it? How are they going to be imported? How are they going to be exported?" There were so many meetings where we just had to come up with those solutions very quickly and get the right stakeholders in place immediately and there wasn't a person who didn't try to respond to that need.

Alesia: But the logistics of service, although PPE was something that many organizations were contending to get at that time, it's also a lot of those parts require special metaling, special people who are working on manufacturing lines that all were impacted by COVID, as well. When those production lines were shut down, because of a potential COVID case, which did happen multiple times. We had to think about, "Okay, now what are we going to do in the supply chain and how are we going to react?" That was something that we tried to make sure did not impact the customer. We were going to do everything that we could as an organization, to make that transparent to the customer.

Sarah: Mm-hmm (affirmative), yeah.

Jason: Yep and when we had such an increase in our install base, I mean we had to keep from an inventory standpoint, from spare parts, to be able to service our customers. Like you said, it changed in a month. We would have to manage our reorder points and everything and what our consumption is, pretty much on a weekly basis, to keep up with the growing install base that we were having. Because, we need to make sure we're supporting them in the best possible way that we can. Did we have some challenges? Of course we did. I think every manufacturer that's out there had some challenges from that perspective. But I think we, through a lot of dedication and commitment of our people, we made our way through it quite well.

Sarah: Yeah. So thinking about reacting to this. If you look at it from the business perspective, you're talking about being more nimble, more flexible, more creative, more probably organized. All of the things. What would you each say is the biggest lesson, business-wise, that you've learned, that you think you'll carry into the future? Like out of this experience, what's the one thing that you think will kind of persist?

Alesia: For me, from a personal perspective, right? Yeah, so for me, I would say that I really just want to continue to look at employees' individual situations with the business needs, because not just during COVID, but other times, people have various challenges and you have to be able to say, "Okay, how can we respectfully accommodate those needs and still meet what the objectives are of the organization?"

Alesia: So that's one important thing. But retaining being nimble. It's how to communicate with the other people. I know we've said that word multiple times, but really that was one of the things that came out is, we realized, "Okay, well forget the phone call. Now we're going to do a video chat. Now I'm going to chat you all day long about little individual things, in order to get the end goal done."

Alesia: When we're being nimble with the solution, it's, "Okay, so this is the way we've always done it. We've now proved to some people who have hesitation about that change, that we can do it and we can be just as effective and we can be just as efficient and let's figure out a way to get through it." I think a lot more open mindedness has definitely come out as a result of the COVID experience.

Sarah: Yeah. Jason, what would you add?

Jason: Mine would be similar from that perspective. As leaders within the organization and being we managed a lot of field based staff from that perspective, we want to make sure that they're still engaged from that aspect and we used to have a lot of regional meetings. Go to customer sites and visit. Now we don't have the opportunity to do that. So we're continuing to look at ways that we can keep people engaged from that perspective, where it used to be, well we'll have three regional meetings, we'll go visit some customer sites.

Jason: Now we have to look at alternative ways that we can keep all of our employees engaged from that perspective. I think we've been okay at it, but we still have some work to do from that perspective, because it's hard to be as engaged as you can be, when you're talking through a video monitor or on the phone, from that aspect. I also think that from this and the virtual environment, when we look at jobs that can be done remote, via all the time, or at least provide our employees that flexibility when they have personal needs, to be able to work from home.

Jason: I think from an executive level and leadership level with the organization with the tremendous job that everybody did this year, there's a lot more trust in that aspect, where the old school mentality is, if you're not in the building and you didn't punch your time card, I don't really know what you're doing. I think we actually saw our productivity probably increase with a lot of people working remotely. Probably a little less distractions. Probably a little less meetings being called, that you really didn't need to go to, but people spent half a day in meetings, rather than utilizing that time in a value-added activity. So I think that's going to help us in the long run, for sure.

Sarah: Yeah. Okay. So we talked about the fact that your people was the biggest key to being able to survive and thrive over the last year, in terms of the business. So you guys have mentioned I think, one of the important pieces, which is, there seems to be this pulling together, because everyone realized they were working toward a common good, right? So you guys were navigating this growth, because you were doing something that was having a direct impact on this life experience that we were all having. Alesia, talk a little bit about that kind of interconnectivity and how you think that played a role in peoples' commitment to working harder, or doing whatever it takes to scale up the way you did and to meet the outcomes that you needed to for your customers.

Alesia: Yeah, for sure. There's very few experiences that one goes through in a lifetime, or even generations, in which we all can say we experienced the same thing at the same time. That in itself, creates a connection between the people, right? So it's not the weather that we're talking about, because I mean we were all experiencing the weather that day, but we're talking about how this is impacting us. But it's impacting us in real ways, like real ways where, maybe you've not seen your grandmother for months and months at a time. Or your mother, you have to take care of. Or you're nervous about the fact that your child didn't have childcare, even people who had come with just very unique life experiences, that seemed heavier than normal, right?

Alesia: What made it different was that, a lot of people were having that same feeling, at the same time and it was a result of this. Like what it meant to be stuck in your home for several months. Or for me, I'm in the same building as a part of my team and I couldn't even see them for some months. I had to talk to them virtually, even though we were in the same building. All of those sort of things, really impacted peoples' moods, right? It should have. It did and we're all human. But, one of the things that that meant was, "Okay, I'm having this challenge in my life and my colleague in Italy, in Germany, in the United Kingdom. My colleague who lives in Massachusetts or California, they were all kind of experiencing that."

Alesia: So when I said, "Hey, today is a harder day for me", or that employee said that, we were all saying that. Then, you still saw your colleague next to you, digging deep and trying hard and working the longer hours. Or taking a rest when they needed a rest and you're covering for them, right? So somebody said, "You know what? I need this day off. I have bereavement, I have COVID leave." When that happened, people said, "Okay, I will do more." Because their turn was coming up, right? They kind of knew that. The people who didn't have those turns, felt, I saw a lot of gratitude and feeling fortunate for that. I still see a lot of us feeling connected, "Oh, I see that Italy is closed down again, for instance, last week. That must have been really hard on Easter not to be able to see your family." "Oh, yes that was." Or for all the other holidays that were going on and people didn't get to see their families. Then we were saying, "And when you can work, please come in and help." And people did and they replied to that.

Sarah: Mm-hmm (affirmative), yeah. Yeah, no. I think that makes sense. I think there's definitely this sense of deeper human connection to one another, after the last year. I think that that's the one thing that I hope out of all of this sticks, if anything. Because I think that we just view things differently and I think it makes us kinder to one another. I think it makes people, I'm not a patient person. So I'm not saying like, ultimately patient. But like a little bit more patient and just like I said, a little bit more considerate of what someone else is going through, knowing that we're all going through something and I do hope that that is something that we cannot dismiss when we do get back to an increased sense of normal. Because it is really easy to be kind of wrapped in your own world and your own experiences. But I think this connection that we all have to one another, has been one of the biggest positives out of a really bad situation.

Sarah: So I love the fact that you guys had such a positive response from your teams, in terms of that banding together and working toward a common good. I know we talked before about how important empathy was in leadership over the last year. Can you guys maybe talk a little bit, or give an example about how you have employed empathy with your teams throughout this experience?

Jason: Yeah, I think that was probably one of the most important things that we did as an organization, from that perspective. Because, we're all experiencing the exact same thing. First part is really listening to them, because we're not all in the same situation. Everybody has personal challenges that they have to go through, from that perspective and we all understand that. We listened to all those situations from that aspect.

Jason: We had COVID situations that happened amongst our teams and what we kind of really found from that is, the team work amongst the regions and departments that we have within the organization, that's where I really saw a positive change, because everybody was going through the same thing, "Okay, so and so has COVID. I can take his spot for a little bit. I'm going to go step in." Without any hesitation.

Jason: So I think the biggest thing that we really had was listening. We all had anxiety about what was going on, specifically at the beginning of the pandemic. I think that anxiety has lessened a little bit, but everybody still has a little bit of that there for sure, but really just listening to what their needs are. "If you have to take time out, it's okay. We'll figure it out and everybody else will just step up from a team aspect to get done what needed to get done."

Sarah: Alesia, what would you add?

Alesia: I mean empathy is a word that has gotten thrown around quite a lot, like you know, if you're a servant leader, then you're going to be empathetic to your employees. But what does that mean to really show empathy for one situation is, to be there other words that we described. Empathy for someone's situation is also to say, "We can be creative in this situation and we can allow for that to happen."

Alesia: For those reasons, there was huge kudos to the HR and executive team at DiaSorin, because they allowed the managers to express that creativity. It didn't have to be broad streaking policies that, of course we have policies, that's not the point. But they weren't so broad streaking that it didn't allow the manager to express empathy in a very specific way. I think that the other thing is that when you do show empathy for the employees, it's a double empathy. They show empathy for you, because there were multiple days where I had bad days too. I was experiencing some hardships too. My employees said, "It's okay. You don't have to be perfect today. We're not expecting more from you today."

Alesia: That sort of thing, again, going back to the human side of what COVID left. I mean we were asked to be, like you said, sprinters of this experience. We were asked to sprint through months and months and months of work and we were asked to live during this time, as well. They were sometimes contradicting one another. But that empathy portion of it, how to express it. Not just how to listen and not only to just say, "I am empathetic", but to be empathetic, was something that we were able to do this year and both from an employee side and from a managerial side.

Sarah: Yeah, I think we've had a number of conversations now on this podcast, about the reality of leading by example when it comes to vulnerability and normalizing conversations or making employees feel comfortable saying, "Hey, I'm struggling. I need a break." Or, "I have this going on." There's certain people, certain situations, where it's really hard for folks to speak up, or to feel comfortable, or not scared right, of, "Well what's the reaction going to be? Should I just force my way through it, or what have you?" Related to COVID and not.

Sarah: I think that we've had some really good conversations about, if you can figure out appropriate ways as a leader, to show a little bit of your own humanity and be a little bit vulnerable with your teams, then it shows them that it's okay to do the same thing. I think that that's a good thing. The other thing I think Jason, you mentioned earlier. Some of the field technicians were able to switch their schedules from eight to five. To five to one, right?

Sarah: That might sound like a really small adjustment, but I mean for a lot of people, that probably made the difference of, their spouse not needing to leave their job, or their family not losing an income, or it's just the amount of stress that that situation, in and of itself. People that have kids that couldn't be in childcare or in school, that were both working. I mean we've also talked on here and have relayed a lot of statistics about the number of women that have had to leave the work force in the past year, because of that situation. So those are real tangible things that you can do, right? They're concessions you can make, changes you can make, that don't detract from that employee's ability to do their job, but are just a different way than the norm, that allows them flexibility that probably was priceless to them. Do you know what I mean?

Sarah: To me, that is what empathy is really about, is taking action on what those needs are finding a way to have that common ground. I think that throughout this conversation, you guys have said again and again, like how much your employees cared and how much they wanted to pull together. That's a two-way street, right? If DiaSorin wasn't wanting to hear what those needs are and make adjustments and be creative, those people may not feel as passionate about their part in everything and vice versa. The more you saw them respond and the harder that they wanted to contribute, the more they wanted to contribute, the more you valued their contribution and thought, "Okay, we need to make this work. Like there has to be a way to achieve the right outcomes for everyone."

Sarah: So I think that it's a really good illustration of what needs to happen in that give and take with valuable employees and just thinking, Jason, to your point about not being stuck in the old way of doing things, or some of those thinkings that maybe, over the last year the company is kind of realizing, "Yeah, we felt that way, but it's not proven to be accurate." So yeah. I think those are really good examples and I think it's a really cool story you guys have about how the company has come together, how the employees have contributed and how you've made it through hopefully, the hardest part of the sprint and now you can, whew, breathe a little bit at least. So just one last question, in terms of what are your final thoughts in terms of the biggest lesson you've learned? The biggest take away you have from this whole experience?

Alesia: The biggest take away that I have is that, there's two things. One is, that we're strong and capable and we're able to do things. So I shared with you once before in a conversation. My son learned how to play piano virtually this entire year. I would have never thought that possible. Okay, so there's a lot that we can do, that we never thought that we would be able to do and we walked away with it. Like don't self-limit, right? Then the other piece of that is that, although the virtual is great and there's a lot to it, the other piece that I've learned is how much I enjoy just being around people and what kind of energy that brings and can bring to an environment.

Alesia: So when there is more people around and in the office and you're able to communicate with them face-to-face, or you're able to have a meeting with somebody who's experiencing something and you want to have that meeting face-to-face, there's nothing that really replaces that. I don't really want to replace that. So although I'm able to do things in a lot of different ways, I want to always be able to carve out time to do things face-to-face, when we can, so.

Sarah: Yeah, that makes sense. Jason, what about you?

Jason: Kind of what I learned from this is, if we have the right people in place across the organization, as Ally said, we can do it. When we had to ramp up, not only from a manufacturing and service and installation aspect, it almost sounded like it was impossible to get all the stuff done that we needed to get done. But then we really saw how good the people that we have within the organization and how committed and dedicated they were to the group. Which makes me very proud to work with the team that I work with, as well as everybody else across our entire organization from that aspect.

Jason: The other piece is kind of like Ally's, is I really miss the face-to-face aspect. I'm okay with the virtual, but it's just not the same. So, I can't wait until we're back to a little bit of normalcy, so I can get the field team together and we can have a regional meeting and have face-to-face discussions and continue to build our relationships from that perspective and hopefully sit at the bar and have a beer or something like that, as well, because we can really do a lot to build relationships in a face-to-face setting, that I truly miss. I miss going to our customer sites and seeing all of our colleagues in the field, as well as internationally. So I hope everything continues to whatever the new norm is, the quicker we get there, the better from that perspective.

Sarah: Yeah, I'm with you on the face-to-face. I work from home as my norm, so pre-COVID. But I always traveled a lot and so it's still been a big adjustment, in terms of I really enjoy getting together with colleagues and people in the industry and going to events and all of that. I really miss it, so. I'm with you guys on that. I think there's something to be said for a little bit more flexibility, or hybrid situations and certain things that really don't need to always be done on a location, or in an office. But there's just certain aspects of this that really are better in-person, so. Hopefully, I'd say I'm counting down until the next time I have a beer at a cocktail hour at an industry event. But I don't know when that will be, so I can't be counting. But I'm very much looking forward to it, so.

Alesia: Absolutely.

Sarah: Well thank you both so much for being here and sharing your story. I think it's a very, very impressive feat that you guys have accomplished and it definitely sounds like there's been some really good lessons that have come out of it and if we had to go through it, then that's all we can ask. So thanks for coming on and sharing them with us.

Alesia: Thanks for having us.

Jason: Thank you.

Alesia: It's been a great conversation.

Sarah: All right. Great. You can check out more by visiting us at futureoffieldserviceref.ifs.com. You can also find us on LinkedIn as well as Twitter, @thefutureoffs. The Future of Field Service Podcast is published in partnership with IFS. You can learn more by visiting IFS.com. As always, thank you for listening.

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April 21, 2021 | 21 Mins Read

5 Biases That Hinder Service Marketing

April 21, 2021 | 21 Mins Read

5 Biases That Hinder Service Marketing

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Michael Blumberg, President of Blumberg Advisory Group, shares with Sarah how he sees companies falter when it comes to successful marketing of services.

Sarah Nicastro: Welcome to the Future of Field Service podcast, I’m your host, Sarah Nicastro. Today, we are going to be walking through five biases that hinder effective service marketing. I’m excited to welcome back to the podcast today Michael Blumberg, president of Blumberg Advisory Group. Michael, welcome back to the podcast.

Michael Blumberg: Hi Sarah. It’s really a pleasure to be here. Thank you for having me on.

Sarah Nicastro: Absolutely. So as we progressed towards more advanced service offerings, outcomes-based service, servitization, all of those trends, the way that organizations market those offerings becomes increasingly important. And it’s also an area that can be challenging if we’re looking to do some things differently, more creatively than we’ve done in the past. So Michael, tell us a little bit about yourself and your background, kind of the way that you’ve collected your thoughts on this topic and why it’s a topic you’re so passionate about?

Michael Blumberg: Sure, Sarah. I started in this industry, this I call it the services industry, I think we all call it that, many decades ago as actually right after I got my MBA. In fact, actually I interned while I was going for my MBA and it was in a company that actually my dad started. And he saw in around 1985, that there’s this emerging industry called services, aftermarket services, product service and support. And he pivoted his consulting firm from being a generalist consulting firm to focusing on the service industry. And the work that the company did and then I did when I joined the firm was around strategy, coming up with strategic plans to move a manufacturer’s service operation from a cost center to a profit center. And I started working in market research. And then I progressed along in the company to doing strategy work and M&A and benchmarking and productivity, efficiency, improvement, and systems recommendations.

Michael Blumberg: But early in my career, I got my first experience of learning the difference between being book smart and real-world smart. And book smart was in the sense that when you go in for an MBA, you do your work, you do your research, you do your analysis, you make your recommendation. And the professor says, “It’s great. It’s good work.” Thank you. In the consulting projects we did, it was often involving the situation where a manufacturer, somebody in the manufacturer’s organization like the CEO said, “You know, we need to build our service business. We need to generate more revenue from services.” And we’d come in and we do a strategy for them and do quite a bit of market research to demonstrate there’s a market for their services and how’s it growing and who they be competing against. And often what would happen is there’d be somebody in the board meeting or in the meeting to senior management that said, “How can we do this?”

Michael Blumberg: Yeah, the data is there. Yeah, we’ll take the data and face value, but we’re struggling with growing our service business to begin with. We can’t get anybody to buy the services that we’re offering today. How is it you think we’re going to be able to grow? Even though you’re saying, offering new services and putting a new systems, what makes you so certain that this business is going to close?

Michael Blumberg: And I realized that at that time that it was more than just the data, there was a psychology behind it. And you might hear me say this, that 90% of successes is psychology and other people have said that too. And so at that point, I really wanted to learn as much as I could about why companies are having a difficult time marketing and selling their services and what they could do to be more effective. So we wouldn’t be on the strategy to getting into the tactics and the execution and a psychology about around how do you effectively market. And that actually become my passion and my lifelong journey is to learn and understand and help companies do it better.

Sarah Nicastro: Good. Okay, great. So from those experiences and the insights that you’ve collected over your time in the space, you’ve developed five areas of bias that can impact an organization’s ability to effectively market their service offerings. So we are going to dig into those and talk a little bit about each of those areas. So to start, let’s talk about what you refer to as the OEM bias.

Michael Blumberg: Sure, sure. Yeah, let’s unpack that. That’s the perception of the OEM that they have a captive market. The fact that they manufactured equipment, your customers should naturally buy the services. And unless you have established some competitive barriers and created a monopoly in the aftermarket, you don’t have a captive market. In fact, I don’t know about other countries, but in the United States, it’s a violation of anti-competitive practices and monopolistic practices if you have these barriers. So you can’t have them to begin with, so that’s the first part. You don’t have a captive market. And because of that perception that the OEM is a captive market, sometimes what happens is at the board of directors level or the CEO level, isn’t making the necessary investments in the service organization to grow particularly on the marketing side. They may very likely make investments in the technology to improve the operations to deliver a better customer experience, but not necessarily making investments in the portfolio design, in the pricing, in the go-to-market strategy.

Michael Blumberg: And that can often lead to another aspect of the bias is that the manufacturer discounts the competition. And ran into this quite often, when I began doing management consulting studies, strategic planning, studies around growing the revenue, we often ask the senior management, “Who do you think your competition is?” And quite often they’ll say, “We don’t have any,” because they’re only looking at it with this bias that says they are the manufacturer, they own the aftermarket. But as we get into the organization and start interviewing people in the organization, as we get even closer to the customer, like to the service technician level, they’ll say, “Yeah, we have competitors.” Their competitors are, they’ll say mom-and-pop service organizations or third party maintenance companies. So when we begin a study where we’re helping a company grow their revenue, we want to really dive into who are the direct competitors, but also the indirect competitors. That’s also something that companies can discount.

Michael Blumberg: Fifteen years ago, IT manufacturers and IT service providers would have never believed that Amazon would be their competition.

Sarah Nicastro: Right.

Michael Blumberg: It is, because Amazon as you know as cloud. So anyone that was servicing on-premise IT equipment were in for a real awakening a few years later as Amazon starting to take market share for them.

Michael Blumberg: Another aspect of the bias is that they view the service salespeople, whether they’re salespeople selling services or service people selling services as order takers. We’ll just make our offer. We’ll ask people if they want to buy and we’ll leave it at that. And when people don’t buy, what starts to happen is the management thinks, well, nobody wants it. Nobody needs our services. There’s no market for it. And that’s usually not the case. The difficulty is they’re not giving the customer compelling enough reasons of why they should buy their services.

Sarah Nicastro: Right.

Michael Blumberg: And the last part of this bias is though the management views past behavior is indication of future performance.

Michael Blumberg: I found one will make a recommendation about me changing the portfolio or changing what you say in the sales pitch or how you market it. They’ll say, “Well, we tried something like that before in the past, it didn’t work.” And what they tried was offering a service, but they didn’t look at all the complexities that are associated with it. So you really have to be open to changing, re-engineering, rethinking, repositioning how you market a service. You can’t just rely on past experience and look at the data. You got to look at what worked and also what didn’t work and see where you can tweak.

Sarah Nicastro: Yeah, that makes sense. I like the point you made about almost this idea of creating a self-fulfilling prophecy when it comes to manufacturers. Sometimes there can be folks within the organization that are a little bit skeptical about the role that service can play when it comes to strategic differentiation or growth. And by not investing in the sales skills necessary, the marketing of those services, et cetera, and then not seeing them take off, right. You can kind of feed that mentality inadvertently because you’re not really putting everything you need to in place to have success with what your value proposition is resonating and the way that it’s sold, like you said, being more of a trusted advisor instead of just waiting for someone to give you an order, et cetera. So, I think that it is important to think not only about the systems, but also about the skillsets and the strategic thinking that’s necessary to kind of balance that out.

Michael Blumberg: Exactly.

Sarah Nicastro: That makes sense. Okay. So let’s talk a little bit about bias number two, which is around service delivery.

Michael Blumberg: Yeah, sure. Again, a multi-part answer to that. The first part is that there’s the bias among the organization, mostly by the product salespeople because they tend to drive the organization and manufacturing. And that is that service is only there to support the product sale, not the fact that there could be a profitable stream of revenue from offering additional services beyond just the basic installation and maintenance and repair. And another one which I think is the biggest challenge and bias is that the failure of the organization to understand the difference between bad service and not enough service. We’ve done studies for our clients and we talk about them growing their service business, offering new services, expanding their portfolio, making investments.

Michael Blumberg: Someone in the organization with some level of resistance will say, “Well, we’re not doing a good enough job with what we’re currently offering. Why would they buy something else?” Or, “We can’t invest until we fix what we have.” And we’d say, “Well, how do you know?” And they say, ” Well, they tell us.” So, “How do they tell you?” They say, “Well, we ask one question about satisfaction.” And that’s not enough. And so what we’ve done is we’ve dug in deeper and often what’s really happening is the customer is not getting enough service. So what they’re saying, it’s bad service. What they really mean is they want more.

Michael Blumberg: I think a good example is let’s say manufacturer who’s not very mature. Their service organization is not very mature. They’ll might say, “We’ll provide you with field service, onsite service,” but there’s no service level agreement. They’ll say, “We’ll just send somebody out there at some point.” Right? And you dig a little deeper and say, “Well, industry standards next day. So we’ll try and get there somebody there by next day.” And that’s what customers saying they’re unhappy with, is because they would, if they had their druthers, they would like somebody there the same day, maybe even there with four hours. That’s really better service. But if you’re just asking a basic question, like how satisfied are you and not uncovering and digging deeper about what’s the cause of satisfaction. You might think you’re not doing enough. As a result, you’re investing more money, spending more money, it’s costing you more money.

Sarah Nicastro: Okay. So going back to what you mentioned about the perception that services only role is to support product sales, how do companies move past that perception?

Michael Blumberg: Well, I think it really starts with them doing a market analysis and understanding that there’s this huge revenue opportunity and a profitable one through services. So without that, I think it’s all academic, it’s theoretical to the management team. That should be more than just supporting the product. And also understanding that more services actually sell products. If a company sees your organization as offering great service or offering a value-added services or professional services, design services, productivity improvement services, they start to associate your company with the product. So when it’s time to get a new product or buy more products, they’ll have view is these guys do services so well. We should buy more products with them because we’re getting this experience from the services. Imagine what will happen if we have their products too, more of their products also.

Sarah Nicastro: So the ability to elevate the entire brand experience.

Michael Blumberg: Exactly.

Sarah Nicastro: Okay. All right. So bias area number three is around product. So let’s talk about that.

Michael Blumberg: Yeah. So for the less mature service organizations and manufacturers that have less mature service organizations, they tend to focus only on the tangible aspects of the product. And one of those is parts. Now we’ve all seen that servitization journey where it often starts with selling parts, but sometimes companies just get stuck on selling the parts and they’re not expanding their portfolio and giving the customer what they want and need.

Michael Blumberg: One example I have, it’s a horror story where we had a customer, a client who wastrying to build up their service organization, but they kept thinking it in terms of the tangible aspect of service the parts. And in interviews with us they said, “Our customers hate to see us coming into the door. They actually run away from our people because they think they want us to sell them more parts.” And like they said that, “Some of our customers, they’ll walk us to a closet and open the closet and see like a stockpile parts, because they can buy the parts that they don’t need.” So you got to go beyond just the parts, finding what services they need.

Michael Blumberg: Another tangible aspect is just focusing on the technician. And so what you have to be able to do is focus on the intangible aspects like the response time. Not just that you’re going to have a technician out there, but what are you going to get the technician to arrive? Focus on the uptime because that’s what they’re buying, in a way that’s an intangible. That’s a very difficult proposition to sell.

Michael Blumberg: It’s also tying into perception that when companies are buying services, they’re not just buying the reality. They’re buying the perception of what the service can do for them. Like uptime is a perfect example. One of the ways we try to explain that is you’re looking at other types of services, like a law firm, a lawyer. You might be sitting at home one day, maybe you’re ill. Actually people are sitting at home a lot now these days and they’re watching TV and they see an ad for a lawyer that it’s helping their clients with insurance cases or accidents. And we couldn’t have an image of that. In fact, we have a name for it. We call them ambulance chaser. Right? And we have kind of an image of what their office is going to look like, right? And then we have an image of what we might be watching the news and see high profile celebrity who’s charged with some crime and they talk about the dream team. And you could imagine what the lawyer looks like, how he acts or she acts and dresses and what he or she’s office looks like.

Michael Blumberg: You think it might be very plush luxurious whereas the ambulance chaser may have a storefront, iron cabinets, iron desk, an old-time style of a desk. And all of that is perception and that perception influences your choice. It influences the price you may have to pay and you may have to pay. So that’s part of the bias is understanding that if you’re going to deliver premium service, you have to deliver premium service. You have to be able to define what that premium service is. I’ll add a little bit more of this is that, in this product bias is that not understanding there’s a difference between the actual service and the capability to serve.

Michael Blumberg: So when you’re selling services and when people are buying, they’re buying both the reality, that’s the tangible part. That’s the technician going to be, that it’s the parts going to arrive, but they’re also buying the capability. So you have to be able to articulate in your marketing and sales messages what that capability is. How do they know technician is going to be there in four hours? How do they know the part will arrive the same day, or you have to explain.

Michael Blumberg: And as part of that, understanding that there’s really three inputs to this engine of service delivery. And again, the service delivery is both the capability and the actual delivery. Three inputs, there’s people, and those are the technicians. Those are the call center people. Those are the people in the parts warehouse. Then there’s the parts, right? Okay. And for many years in any company, we always looked at there’s material and people. And that’s all there is to the engine of production. But in service, we’re catching on now but we saw this 25 years ago that the other input to this is data. Okay. And now people are starting to understand the importance of data, but the data is an input. It helps you determine what you can sell at what price and how well you can deliver it. By looking at the data, you can find and identify new services to offer and even monetize those services.

Sarah Nicastro: I want to go back to the point you made Michael about actual service versus the capability to serve. So when you talk about the capability… I have an opinion and that’s why I’m asking you, how do you articulate that capability to your customer base in a way that will resonate well with them?

Michael Blumberg: Well, there’s a couple. One is what’s the promise? What’s the portfolio you’re offering them and what’s the promise you’re making? Another part to that is to talk about the service delivery infrastructure. What do you have that makes it possible, the one you show them. And I learned this a couple of years ago, well, many years ago where people started to evaluate the service organization based on whether they had a mobility solution, right? So that’s an example. That’s how to demonstrate the capability. Another one is define the process, explain to them what the process will be like, not only when they signed up for the service but when they need the service. Another part of this is testimonials. Giving testimonials, customer satisfaction scores.

Sarah Nicastro: Sure. Yeah. I think the customer testimonials thing is certainly important. I just wonder and I’m sure this varies industry to industry and I think also in terms of within your customer base, the persona that you’re targeting. But I think less and less do people care about the how, until you haven’t delivered on that promise. I think that that capability in terms of here’s what we can guarantee to you in terms of the outcome, the experience and the value to your business is the number one most important thing to clearly articulate and articulate in a way that is very simple for folks to understand. I just think with the ease with which we can attain outcomes as consumers today, I think people want the provider to take on the complexity of the how, and maybe aren’t as interested in that complexity unless it becomes important to them, i.e. things have gone wrong. If that make sense?

Michael Blumberg: Well, a couple of things, though, you have to pre-frame it because when things go wrong and they not understand how, then they understand why it might gone wrong and they’re more forgiving because they understand what was involved. And also you have to show them like, let’s look at Uber, right? Right now, if you didn’t know what Uber could do, you might still pick a taxi. Yes, call a taxi company to pick you up. But you know, it’s that experience that you have with Uber that you can take out your smartphone and see where driver is and who the driver is.

Sarah Nicastro: Yeah, no, I think the experience is very important. Okay. So the next area of bias that we want to cover is around the pricing.

Michael Blumberg: Yeah. So sometimes companies think that the way they’re going to sell more services is by lowering their price. And that might be because of a bias from the customer that when you ask them, why are they not buying the service? They’ll say, “Well, it cost too much,” right? And that’s what people always say, no matter what it is, whether it’s a product or a service, a car, house. If there’s no value for them, they’re going to say it cost too much. So you got to really be able to define the value. The other one is the failure to understand the value -in- use. So to be able to price effectively and not have to lower your price, you need to understand what it’s outcome going to do for the customer, right? Again, if you don’t understand that you get into debate, why is it cost so much? Can’t you lower that price?

Michael Blumberg: But if you get somebody there to the customer site within four hours, again, I like to use that example because that’s easiest one to understand. They’re going to save themselves a lot of money. They may save themselves a hundreds of thousand dollars an hour. So when you understand that they know you understand that and you can guarantee that I’ll get somebody there, they’re going to pay the higher price. But when you’re unable to do that, they’re going to knock down on price or they’re going to find something else. Some other reason why the price should be lower.

Sarah Nicastro: Okay. That makes sense. All right. And then the last area is around infrastructure bias. So what does that mean?

Michael Blumberg: Not making the necessary investments to deliver on the services. Some of these services that are available today like uptime as a service, for example, you need to have the infrastructure to deliver it. And so it’s almost a catch-22. Some companies don’t want to offer this service and generate greater revenue because they don’t have the infrastructure. Others have the opposite, right.

Sarah Nicastro: They have the infrastructure, but they haven’t…

Michael Blumberg: Yeah. They haven’t leveraged.

Sarah Nicastro: … created the service.

Michael Blumberg: Right. And understand that because they have the infrastructure in place, they can deliver the service.

Sarah Nicastro: Okay. So what type of infrastructure are we talking about? What do we think are the most important considerations around… Because to me, it seems less risky to have the capabilities and not have the service developed around them versus promising any sort of outcome and not being able to deliver that. I mean, that seems like a death sentence for an organization.

Michael Blumberg: Yeah. You do want to have the infrastructure to deliver all your promises. So I call it a smart tech stack, smart being for service marketing tech stack.

Sarah Nicastro: Okay.

Michael Blumberg: So you want to have your basic infrastructure in place which is your service management system in place. If your portfolio calls for offering uptime as a service or outcome-based services, you want to have remote monitoring and IoT so you can ensure the equipment is up and running. You want to have augmented reality solution so that if your technician is in the field and they run into a problem, they can resolve it quickly. So they’re not spending time searching for the solution. Depending on how large you are, I would add analytics, an AI to speed up the time frame which is required to predict and diagnose and correct an issue. Okay.

Michael Blumberg: Smaller organizations may not have enough of the data. If they have a very small installed base, they may not have enough data to take advantage of that technology, but as you get larger you want to have that. So that’s the foundation for service delivery and I think you and I would agree that that’s the foundation for delivering great customer experience. But on top of that, to market obviously you need a good sales CRM system to keep track of your customers and what they’re buying. You also want to have tools to configure pricing quote, your services. And you also want to have some form of marketing automation so you could stay in touch with your customer.

Sarah Nicastro: Okay. It makes sense. Good. So those are our five areas of bias that can get in the way of folks effectively marketing their services. So all really good points, any summary thoughts on this topic as a whole.

Michael Blumberg: Good question. I’d say that you got to keep working at it. It’s not just once and done. You have to keep reevaluating and refining your service offering and your marketing approach. And again, don’t overlook perception that there’s always a way to improve the marketing and that’s with anything.

Michael Blumberg: But I was just thinking the other day I was speaking to a client and they said, “We’ve launched a product as a service offering and we hear that’s what we should be doing. You know, that’s what the data says. That’s what the analyst says, but we’re not having people buy from us.” I said, “Well, why? And he said, “Well, because they turned the conversation into what’s the interest rate because they know that we’re going to finance the product through this as a service model.” I said, “Well, first of all, maybe that’s not a good idea to bring that up early in the sales process.” But more importantly, I asked them, “What are you offering or promising to your customer that’s going to make them believe that as a service, they’re going to get better value for their dollars on an OpEXand CapEX.. And he said, “You know, you’re right. We haven’t defined that.”

Michael Blumberg: So that’s what I mean by perception is you got to take a big picture view and you look at all the different angles and possibilities about why something’s not being sold.

Sarah Nicastro: Yeah. I think that for companies that have traditionally sold products, there’s some average product life cycle or lifespan. And I think that on the services side, in the pace of change is so fast in terms of that continual need to understand what your customers need, what will most impact their businesses or their lives and the different ways you can address that. So it does need to be a very continual process of staying engaged with your customers so that you’re designing and delivering services that are really created for them and continually looking for what those opportunities are.

Sarah Nicastro: I see a lot of companies that are having such great success with the closer they get to their customers, the more it starts to open up different channels of opportunity for them because they learn their customers’ businesses more. They look at areas of adjacency and they can see ways that they can kind of expand and progress what they’re doing. And it can be kind of a big hurdle to get over at first to think in more of this way. But once you’ve conquered that there is a lot of opportunity which is really exciting for folks.

Michael Blumberg: Yeah. And you mentioned something earlier that also, I want to add I found common is, you really need to be clear about the value proposition and that’s sometimes the problem is that they don’t define their value proposition very well. They say, “We’re going to offer a product as a service because that’s what we should do. That’s what everyone’s doing, but not defining it from the customer’s perspective, the planning in terms of what problems and pains this itself for the customer.

Sarah Nicastro: Exactly. Yup, I think that’s a very good point. All right, Michael. Well, thank you so much for being here today and for sharing your perspective with all of us. I appreciate it.

Michael Blumberg: You’re welcome, Sarah. And as always, it’s been a real pleasure.

Sarah Nicastro: Thank you. You can find more by checking us out at futureoffieldserviceref.ifs.com. You can also find us on LinkedIn as well as Twitter @TheFutureOfFS. The Future of Field Service podcast is published in partnership with IFS. You can learn more about IFS by visiting www.ifs.com. As always, thank you for listening.

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April 14, 2021 | 25 Mins Read

Cox Communications’ Service-Based Revenue Diversification Strateg‪y‬

April 14, 2021 | 25 Mins Read

Cox Communications’ Service-Based Revenue Diversification Strateg‪y‬

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Richard Culberson, Executive Director, Smart Home and IoT Strategy & Operations, talks with Sarah about lessons learned in working to diversify revenue streams with service.

Sarah Nicastro: Welcome to the Future of Field Service podcast. I'm your host, Sarah Nicastro. Today, we are going to be taking an inside look at Cox Communications' service-based revenue diversification strategy. Say that three times fast. I am joined today by Richard Culberson, who is the executive director for Smart Home and IoT strategy and operations at Cox Communications. Richard, welcome to the podcast.

Richard Culberson: Thanks for having me, Sarah.

Sarah Nicastro: Thank you for being here. All right. So to get us started, why don't you just spend a few minutes telling us a little bit about yourself, your background, and your current role at Cox?

Richard Culberson: Sure. So I've been at Cox now for about nine years. I'm trying to be a reformed consultant, coming from Accenture, where I toured two tours of duty, one on the technology and process side of the house, and then another on a corporate strategy growth, strategy group within Accenture. Joined Cox about nine years ago. As I mentioned, was in the corporate strategy team during typical strategy work, but more often than not partnering with our new growth team. So that's where we investigated gaming and health. And the one business that really stuck was home security, which we rebranded eventually for Homelife to extend its reach into some of the IoT areas we'll talk about. So I've now been working with Homelife for about six years. I'm responsible of both the strategy of the business, as well as the day-to-day operations. So one foot in both, and that's kind of what's kept me interested in the business as we change a little bit every day.

Sarah Nicastro: Cool. Okay. So this division was created about six years ago. Tell our listeners a little bit about how you and the team at Cox identified the opportunity for this line of business, and then the process around kind of creating it. And two reasons for that question. One is just to share your experience. And two is many of our listeners are regularly looking for those opportunities to sort of add adjacent or complimentary services to diversify or even pivot a bit to diversify. So I want to keep that in mind as we walk through your story so that folks can kind of learn maybe some tips or tricks for what to look for.

Richard Culberson: Sure. So if you don't know much about Cox enterprises and the larger Cox company, a long history of innovation. It was started by Governor Cox as initially with newspapers, and then expanded into seeing opportunities in radio as that came as a new medium, and then broadcast television, which led to cable, which is now one of the largest of the two divisions that we have, Cox Communications and Cox Auto.

Richard Culberson: While Cox Communications, we started obviously through your traditional cable company and long history of finding new opportunities to join in with subscription businesses. So for example, we were the first cable company to launch phone, and people don't know about that. And as we look at constantly, what's next and what else can we go in and enter to help out consumers with some of the other opportunities and needs they have around the home? So what you'll find is it all centers around the home and how can we help out our customers?

Richard Culberson: Specifically with home security, if you look at that traditional home security marketplace, it's about 20% of households passed, traditionally are entered in, and it's growing a little bit, but obviously what we'll talk about a little bit later down the path. Now, with smart home is where the big boom is. But we saw there was a huge opportunity, even in the legacy home security business. Traditionally, someone comes at the door, they sign you up, you never see them again. You're paying for something every month, but you've got Ving Rhames at the front door, protecting your house. We saw that consumers really want more of a peace of mind. So whether it was from burglaries, whereas even with cameras and some of the forward-looking technologies that we have right now, we knew that consumers weren't being served to the need. But also we know with our video, our data and obviously our internet products, we have relationships with depending on the market, 60, 70% of households.

Richard Culberson: So this is an opportunity kind of giving customers that one throat to choke. Whether it's from billing or internet connectivity, how do you tie all these together to make a better service for customers? So we knew this is an opportunity for us to enter and explore. And as I said, about six years ago, we really started dabbling and testing in that, but immediately it started resonating with customers as a different business model and a different operating model. So we've been growing off that ever since.

Sarah Nicastro: Okay. All right. So based on your experience six years ago, kind of creating this new division within Cox, but also your history in evaluating some of these other revenue options or opportunities, what advice would you give folks that are listening on the different evaluation criteria? How do you determine what's a worthwhile pursuit and what might be a good fit to kind of branch off into?

Richard Culberson: Sure. We kind of look at it in three lenses and we always start with the customer. So if you look at it from the customer perspective, from our front lines, so whether we're talking about technicians, or sales reps, or customer call reps, or if you're talking about the business model and the financials behind it. So we try to look through all three lenses. What we found is we've had the most success when we always start with our customers, of finding what a customer need is, and is it being met right now or not. And even if it is, so for example, in the home security marketplace, is it being met in a way that they want, or is there a way that we can improve on that, which was definitely the case for the home security marketplace.

Richard Culberson: Then we talked to our front lines, and that addressed... They have a different lens on the customer because sometimes if we do just market research and if you follow what customers say, how they act, isn't always directly in alignment. It's well intended, but when it comes down to the pocketbook, or push comes to shove, how they act it might be a little bit different. So what we found is it's really beneficial to talk to those front lines. And that's where as a cable business, as an MSO, it's really beneficial because we already have an existing billing relationship, our technicians are in the house. I mean, more than not, we have customers baking brownies for technicians when they're in their house, feeding them pizza. So there's no better frontline of really understand what's going on in the home.

Richard Culberson: If then you combine that and start looking at our operating model, that really sets us like, "Well, how do we set ourselves apart, and how do we differentiate?" More often than not, we found that that decides how we'll be successful or not. To be blunt, when we first started this home security model, we kind of replicated what was already happening in the industry; so very consultative, dedicated sales, someone comes in, spends a long amount of time setting this up, and then kind of removing ourselves from that and just letting the product run ourselves.

Richard Culberson: We, to be honest, didn't get the traction we wanted to get. So we knew we had to pivot a bit and said, "Wait a minute, if we want to sell more, we know that we have to go where the existing customer transactions are. Where are we already talking to them? And what are customers expect when they're interacting with us?" So that taught us two things. We changed our sales channel strategy to move distribution more to where they're interacting with us, but we also changed our model. So we started saying, "Well, it's less about expensive device sales. No one calls into their cable company and says, 'I'm expecting to fork out $200, $300, $500 upfront.'" So we pivot our model and good to our strength of subscription model. We'll say, "Let's put a little bit more on a monthly payment, but that removes that barrier to entry for the customer, and at that unexpected, 'We need this much money upfront.'"

Richard Culberson: That spreads it out, which again, we already know their credit, we know their credit worthiness. We have lots of insights as an MSO, that we can use on that relationship. So we changed both our sales strategy on that front, as well as basically how we serve, and being more engaged. That allows us to put more focus on retaining the customer and reaching out to them more proactively, because that's one of the biggest pain points they always say is, "I can't get a hold of people. I just wish they would check-in." So we invest more on that relationship as it goes.

Sarah Nicastro: Good. There's a couple points you made there that I just want to revisit briefly. One is, we have a lot of conversations around this idea of developing advanced services and looking for different opportunities to deliver outcomes, experiences, et cetera. I think that what you said about sort of the interactions with customers, but also the market research just made me think of a conversation I've had recently around the idea that you certainly want to lead with what your customers are telling you, but you also want to look for the opportunity around the things that they might not know to say. Right? And so to kind of temper those conversations and that firsthand perspective with a little bit of research and brainstorming around what needs might be there that they aren't articulating is one point. And then the idea too, of a lot of this, you're sort of figuring out as you go, right?

Sarah Nicastro: As you said, you identified the need, you launched the solution, but then realized, "Boy, we could get much better results if we just reshaped the financial model of this a bit and offered it as a service, instead of expecting an upfront investment from customers." So it wasn't starting over, it was pivoting and keeping the offering, but doing something different in terms of how you're financing it and packaging it. And I think that that's another important point is you don't have to have it all figured out before you start down the path. I mean, you obviously want to have a strategy and you want to do your due diligence, but you're going to be learning as you go, and you can incorporate those learnings to improve your outcomes. Right?

Richard Culberson: Sure. It's very helpful. What we tried to do a bit is established kind of a strategic framework and then say, "Well, how does this fit in as the next change, the new marketplace comes out, a new device? How should we think about it?" The most common framework that we use is we actually go broader than, I know industry terms are all over the place these days and we confuse ourselves as well as our customers, but we consider Smart Home to be one component of the broader connected home strategy. And what I mean by that is you can think of it as three concentric circles, almost like Russian nesting dolls, if you will.

Richard Culberson: At the heart of everything and this is why we think we can be very successful, it starts with connectivity. So broadband connectivity, obviously we are a leading provider of internet and we're a mass market provider. We've got great penetration in the homes already. If you don't have good solid connectivity, you really can't build out from that. So obviously that's the bread and butter of our business. We've got one of the best networks out there, but we know we need to piggyback off of that.

Richard Culberson: So if you go from that inner circle to the next circle out, that's where we get into this smart homes, smart homes as a service model by saying, "Well, wait a minute. If you take that connectivity, right now, consumers can add all sorts of devices on it. But the barriers to entry that we've seen is these devices, they don't work together. They have a hard time getting them installed. What happens if it breaks? There's an affordability issue." So we really set our smart home as a service, or as we call Homelife automation up, we said, "Let's establish this to remove the mass market barriers to entry, so with the affordability and just giving peace of mind, whether that's setting things up, getting them to work together, or if something breaks, we can fix it.

Richard Culberson: So that smart home is that second concentric circle, and that's largely how we're taking to market today and the way that that's really taught us so many things is we're very careful not to use device-centric thinking or device-centric language. This space, as you know, there's so many shiny objects. You can do connected to anything. If you can think of it, it can be connected, it can be made smart these days. But what we found, it's a long tail. There's so many devices down there, but if you can really knock out the top three to five devices that enable use cases. That's the language we always refer to is what are the use cases in the home that we're trying to enable? And then, what are the devices needed in the home to do that?

Richard Culberson: So therefore, that helps us be able to say, not this long tail of all these... We always make the joke of the connected toilet. Sure, we can build it, but what's the marketplace for that? What consumer need are you meeting? Just be careful about how far you go down that long tail? So in this middle ring, we started with use cases, and the three use cases that we prioritize based on what customers are buying and what they've been telling us, it really starts with cameras and being able to see them in their home, and being able to protect what they have in their home, both inside and out.

Richard Culberson: And the second really comes with lighting. So whether it's a switch, a plug, a light bulb, anything to do with lighting. We'll start with just those two. But the good news, I'm going to tie these two rings together before I go to the third ring. But at the end of that, when you call in to buy broadband, the first question you'll always hear us ask is, "Well, how do you need to use that?" Because we're already asking the questions of how much speed do you need? What bandwidth do you need? Is low latency an issue for you for a gamer? We already know these questions, but in that learning process, we said, "Well, do you have children that are in there? How often are they interacting to drive more devices in the home?"

Richard Culberson: Well, that same question we can then pivot and say, "Well, do you want to be able to see when your kids come home from school? Do you want to know when the dog is playing in the backyard?" More often, they want to check on their dog more than their kids. It's amazing. So we think from that use case of what they can see, or do they want a light to come on at night? We need all those use cases to fill out the second ring of smart home. But then that's interesting because that is what's really turned on the open spigot for adjacencies, if you will, for other areas we can go into. And we say, "Well, if they're using us for that, we can use the same platform, the same devices, the same analytics to help starting into energy management." So if I know how much power you're using, I can help you control that and work with your utility of a lower your power bill. So energy management is that new buzzword that's coming out.

Richard Culberson: Or whether it's home health. We ran a trial for a PERS solution, personal emergency response system, the "I've fallen and I can't get up," service. We found that almost using the same services, we can help out seniors who in the pandemic, as you know, they're more removed and the caregivers can't reach them now. So more now than ever, that's been a critical service that we've been able to turn on using the same platform. Or even a in apartments and condos for MDUs, property management. So there's a certain level of control of the same devices for the tenant or the resident that's living in the unit, but also the property manager, when it's vacant, they can control.

Richard Culberson: So we use all those same devices and that same platform to enable that third ring of what we call connected services. So it's that connectivity to smart home, to connected services, that make up the connected home that we are proudly pursuing on a few different fronts.

Sarah Nicastro: Right. Okay. So we touched on this a bit, but I want to go into specifics on some of the different areas that you are leveraging economies of scale. Right? So first you talked about you're expanding the in-home value proposition. Right? But talk a little bit about how branching out into these different areas creates sort of customer stickiness or more intimate customer relationships.

Richard Culberson: Sure. And that's kind of what we built this off of. There's as we were talking about, when we look at devices and the options that consumers have in this marketplace, you can go to Home Depot and there's probably 10 different camera manufacturers. So some of the most capitalized largest companies in the world, the Amazons, the Googles, the Apples of the world are really product leaders in this space. So we knew that we want best of breed products, and we even want to work with many of those large competitors because the consumers want those all to work together. We want to try to enable that as much as possible. But at the end of the day, we know that we're not going to sustainably differentiate by having the best camera.

Richard Culberson: So instead, is we focused on service and we knew that that's something that we've already established, a relationship with the customer, we have call center assets. We have technicians in the home. That's where we said, "Wait a minute. As we were talking about the barriers to entry, we knew that they want us to set it up for them. We wanted our platform to have all of these work together. And we know if something breaks, "Who's going to come and fix it? I don't want to worry about that." That's that piece of mind on the service mentality. So we've taken a lot of the same assets that the company already has. We've got thousands of in-house technicians and third-party technicians. They're doing a great job in home, already doing technical work? And they know the customer. Why don't we leverage those same assets and say, "Wait a minute, stay a little bit longer in the home and help them get these devices up and going."

Richard Culberson: So it's cost efficient and actually, we were rather surprised, all of our technicians love it. Because it's a new skill set, it's new capability. Customers were already asking them to help out with the cameras that they had anyway. And now they're able to meet the needs, that they weren't previously able to. So as a service provider, we're getting some of the highest employee NPS, as well as customer NPS off of that. And because it's all coming together and from one provider, we've seen now using some aggressive analytics and new things we've been learning that having our Homelife, whether automation where security is one of the number one differentiators, and basically churn reduction drivers for broadband.

Richard Culberson: There's a stickiness naturally that comes with it, because now they're seeing, "Well, wait a minute, I've got a camera that works off of this. This is how all of my home is working." We're basically the operating system of the home now, so there's a lot more stickiness and we have a deeper relationship that we might not have had with the customer otherwise.

Sarah Nicastro: Now, IoT is the other aspect of your title. So from a technology perspective, how does this build off of the IoT and technology that's already in use in other areas of Cox?

Richard Culberson: So we've been working with both residential and commercial IoT for quite a while. We do have a strong point, one of the first things we want to make sure we enter in, because we've got a fantastic footprint within the home and residential. But we also have very large and growing commercial business, whether it's small business, mid-business or enterprise customers in our footprint.

Richard Culberson: The first example of launching on the commercial side was Cox Business Security Solutions. What we call CBSS, in-house. That's somewhat traditional-minded security, but also has an automation flare to it. You can add cameras and other devices as well for that service. But what we also stood up was a group that we called Cox2M, and they're really focused on commercial IoT and all of its different flavors, whether we're talking about smart communities, as almost as an expansion on the smart home, smart communities and smart cities.

Richard Culberson: So now we're working with builders on seeing what we can do to enable the property, the homes, before they're bought, because we know that increasingly residents in MDU or buyers of single-family homes are expecting this to be there. If it's there, that's even better. But we're also starting to look out of home and we're seeing more press on our smart cities, whether that's really, we're seeing some intelligent parking solutions, lighting solutions across cities. Other examples are smart agriculture. What we found is farming has a massive need for this.

Richard Culberson: But the first trial we executed was actually in partnership with our Cox automotive business. We have several Cox owned properties, whether you're talking Autotrader, Kelly Blue Book, but also Manheim Auctions is one of the largest auctions in which to turn used cars. So there's quite a marketplace there, but people know there's thousands of cars moving in and out of the lanes, constantly being sold. But right now, that the requires a driver, and constant checking of where those cars are. And literally, they're going with key fobs around a thousand-car parking lot, trying to find cars. If you've ever struggled with that in an airport, try doing that with thousands of cars.

Richard Culberson: Now, they're able to be so much more efficient and it reduces our costs because they can find that car quicker, and they can have additional information that's present, using a new technology that we're able to lean in through or activate in through Cox2M.

Richard Culberson: So we're trying to do as much as possible as we go to market, is trying to like, "What's kind of that bringing all of those assets together?" And recognizing because quite often, for example, if someone has a small business and they're using the CBSS product, they also have Cox Homelife in their home. And quite often they might also need some of these other assets that we have from Cox2M. So we're trying to be as intelligent as we can about common platforms, common use sources. So for example, both on residential and commercial, we're leveraging some of the same technicians because it's a lot of the same skill sets.

Sarah Nicastro: Right. Okay. So you talked a little bit about the response from customers and employees. Tell us a little bit more about the feedback you've gotten on... I know it's not a new division anymore. You said you were six years into it, but on this area of the business.

Richard Culberson: It's funny because we're so close to it. This is one of the reasons why we constantly do customer research and go talk to our front lines. It's easy to forget that while we feel that we're pretty mature being about six years in market, our brand awareness is significantly lower still than overall Cox. That's why we make sure we never say on the marketplace, "Homelife." We always say Cox Homelife, because we still, even though we've got great spots out, great commercials, and some of the highest scoring that we have for the company, people are still learning about things because there's either just entering the smart home marketplace. It's easy to become probably for you and for I, this focus group of one of, "Well, of course, everyone has 10, 15 devices in the home." We're really trying to open up smart home for the masses.

Richard Culberson: We commonly use the phrase, it's like a speakeasy. There's this cool thing that people have heard of, but they don't know what it is or how to get in. We're trying to make sure that the mass market has a way to get into this. So because of that, a lot of our potential customers aren't aware because they haven't been in the market before, but we want to make sure that when they come into the marketplace, that we're in consideration. So we are running more in commercials, you'll see us more out in presence. And all of our sales interactions are driving that a little bit more. So it's still definitely a new or brand newer brand. But specifically what we found on a marketing return on investment, when we run a Homelife commercial, there's a halo to the rest of the business. There's a positive halo because consumers see this and see us as being so much more for them. So we've seen as much as a 1% to 2% increase on our return investment just by running Homeland spots against our broadband business. So again, seeing tremendous halo benefits for some of these capabilities.

Sarah Nicastro: Yeah. I mean, it makes sense that people are looking to simplify as much as possible, right? So the more you can do in one place, that is I think increasingly important for folks, so that makes sense. Okay. Let me ask you this question. In your experience, if a company is looking to determine best ways to differentiate revenue, what's the biggest mistake that gets made?

Richard Culberson: I think this is pretty common across the board and especially in the space that we're in. If you look at marketplaces and valuations of companies that are out there, there's so much of fear of missing out these days. Of, "Wow, there must be money there. People are making money. I must be able to make money too." What we've always found is that whether you're talking about consumers or businesses, they really do care about their pocketbook. You have to know how deep you're reaching into their wallet and what the wallet share you're trying to extract. So I think it's easy to get excited about so much press that's going on. It's clearly a growth market.

Richard Culberson: People either do one of two things. They jump in, feelings that, "Oh, wow, everyone has a right to win," rather than focus on what their right to win is and looking at what assets they have as to, "Why me?" I think that's one and one we've made mistakes as we've gone, but I think we've continued to tighten up a bit in saying, "Well, why us as a cable provider, as an MSO?" Well, wait a minute. They know they have the connectivity. We have this relationship, but that's an honor and a privilege. So it's easy for us to go too far down that path of, "Look what else we can do." We have to be very cognizant of how much they pay on a monthly basis because we're a big portion of discretionary income for a lot of consumers.

Richard Culberson: So I think as other people are looking at this, looking at revenue adjacencies, you have to know what your right to win is and what a customer thinks of you, which is why we're trying to do a lot of things to make sure we're supporting the community. We're out there increasing brand awareness as a cable company, but also for this specific business, because on a month to month basis, they're paying us a lot of money and that's ours and we have to live up to it every month.

Sarah Nicastro: Right. That makes sense.

Richard Culberson: So for that, we're were doing a lot of work. We started obviously, with just acquisition, but we have a big focus on customer engagement now. So segmenting out each one of these customers, are they online? And if they're not, what do we do to proactively bring them back online? What are they using the product for? How can we drive that up to show that there's more value for them? Because every month, when they sit down at their kitchen table and say, "Well, what can we cut to bring down our budget?" We need to be above that red line and make sure we're a value to that point.

Sarah Nicastro: Right. Right. That makes sense. What do you see as future potential for diversification for Cox?

Richard Culberson: When we look at going back to that connected home space, adjacencies, they're so numerous because it's really a platform strategy at the end of the day. We have a platform which has the analytics and it's collecting data from the home, which can be used to help enable customers live a richer life in one way or another. So we look at that. And while, as I said earlier, we try to keep a tight portfolio of devices. We do that by saying, "What use cases are we enabling?" But there's so many more new things that are opening up, and coming out of the pandemic hopefully, we've learned a lot of things.

Richard Culberson: People are spending so much more time at home, they look at their homes differently. All you have to do is look at telehealth and the numbers are staggering of how many people now are comfortable talking to a doctor or being given clinical advice from the home. I mean, to be honest, that's not being run well. There's so much more opportunity to connect those dots, remove that fear, but it's all rooted in that same peace of mind that we talked about.

Richard Culberson: Another good example is education. Teachers is doing the best they can, but what you found is that they just don't have the tools and the platforms to do this. I have three young daughters, so very, very happy to have them in school whenever we can because of the environment. But we know that there's a good chance that more often than not, that this will be one of the dimensions that has to be available in the future. So as a company, we're doing as much as possible to expand affordable access to broadband, as a company. And many programs in partnership with the FCC and internally, we're driving. But the same piece is here, but that's education. If they have broadband and if there's needs at home, there's so many pieces that are being underserved right now. And again, it all goes back to where are the customer needs? We think that there's a lot of areas that we can serve that are readily available.

Sarah Nicastro: Yeah. Yeah. It seems like there would be a lot of opportunity. And to your point, it's a matter of, like you said earlier, sorting out not what the opportunities are, but what you specifically can provide when it comes to those opportunities.

Richard Culberson: And we are particularly looking at partnerships too. Not all of the funding... I've listened to a couple of your podcasts and it's a good point in talking about what's revenue versus a business model. And if we're talking about all this revenue, the cost can't be fully burdened all the time by consumers. So perhaps if there's a win-win where a utility bill can come down, utilities, they're all building out capacity to that prime hour. Well, if we can shift consumption of that energy, the utility wins and the consumer wins, so perhaps some of that burden of the consumer can be born by the utility now. So if we look more and more at some of these different value propositions, it doesn't all have to be born on the back of the consumer. There's lots of people that can win.

Sarah Nicastro: Right. And what will that inner connectedness of that ecosystem look like as we go forward? I think that that's going to be a big part of the next phase of service and looking at the customer journey from the perspective of connecting some of those dots. Right? That makes sense. Okay. All right, Richard, any other comments, thoughts or words of wisdom for our listeners?

Richard Culberson: No. Probably the most important, you learn something new every day. Probably flexibility. I think the things that we've really learned are making sure you focus on what are your core, sustainable differentiators and build off of that. And what can you use as a pivot foot? It is March Madness, so we can talk about using the pivot foot. From what you do well today, to what's that next step you can take, rather than making a leap. It's kind of when you leap from one cycle to the other, when you go a little too far astray, and we've obviously made a couple of those mistakes and learn as we we've gone. But I think coming back to the first question we talked about, as long as you're coming back to consumers and their needs, and customers in the business side, you tend to be a lot better off.

Sarah Nicastro: Yeah. Yeah. I agree. It definitely needs to be led from that direction. But I think that going back to a couple of the points I made earlier, you're learning as you go and you guys are doing a good job of having a vision and a strategy, but being fluid in how you get there. Right? So you try something and then you recognize an opportunity to do it a little bit differently and a little bit better. And then you adjust. Right? So I think that's one of the important points is, you need to know where you're going, but you don't have to have every step mapped out. In fact, it might be smart to not try to map every step out because the path is going to wind a bit as you work toward that vision. So yeah, that makes sense.

Sarah Nicastro: Well, thank you so much for coming along today and sharing the journey with us. Certainly appreciate it. And we'd love to have you back in the future and talk about where things have led to.

Richard Culberson: No, this is great. Thank you so much, Sarah and I appreciate you having me on.

Sarah Nicastro: Absolutely. You can check out more of our content by visiting us at futureoffieldserviceref.ifs.com. You can also find us on LinkedIn, as well as Twitter @TheFutureOfFS. The Future of Field Service podcast is published in partnership with IFS. You can learn more about IFS solutions by visiting ifs.com. As always, thank you for listening.

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April 7, 2021 | 31 Mins Read

QIAGEN’s Focus on Employee Mental Healt‪h‬

April 7, 2021 | 31 Mins Read

QIAGEN’s Focus on Employee Mental Healt‪h‬

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Jordan Argiriou, Director, Service Solutions APEC at QIAGEN talks with Sarah about how to normalize a focus on mental health in the workplace, how to grapple with varying comfort levels, and how to navigate cultural differences around the topic.

Sarah Nicastro: Welcome to the Future of Field Service podcast. I'm your host, Sarah Nicastro. Very excited for today's episode. I even, for those of you watching the video, wore a shirt specific to our topic today. Today, we're going to be talking about one company, QIAGEN specifically, focus on employee mental health. I'm excited to welcome to the podcast today Jordan Argiriou, who is the Director of Service Solution for APEC at QIAGEN. Jordan, welcome to the Future of Field Service podcast!

Jordan Argiriou: Hi, Sarah. Thank you for having me.

Sarah Nicastro: Thank you for being here. So before we dig into the topic at hand, tell our listeners a little bit about yourself. Anything you want to share about your background and your role at QIAGEN.

Jordan Argiriou: Sure. So I guess initially my background consisted of studying to become an IT engineer many years ago. I then decided to move away from that and get into field service, which was something that I was always interested in, even from an electronics point of view, IT point of view. So I began at a couple of smaller companies, eventually moving onto Thermo Fisher Scientific, who acquired a company that I was working for here. Stayed there for quite some time, and then eventually joined the team at QIAGEN, and haven't looked back since.

Sarah Nicastro: Cool. Now, tell us about the scope of your responsibility at QIAGEN.

Jordan Argiriou: Sure. So in the role right now, I've got a team of service managers reporting to myself. In addition to that, there are back office functions and technical service functions as well. Literally based all around the region. They are scattered around all of southeast Asia, Australia. We have more of the mature markets. We have a lot of the emerging markets as well in developing countries. So quite a complicated region to be in because, in some areas, you're dealing with very mature, very focused groups in terms of even customer base, other areas. It's still developing. We're still creating awareness, and trying to get their buying into service.

Jordan Argiriou: So it's actually quite an exciting role, quite an engaging role. Within the team, there are approximately 65 field service engineers in the field, and amongst other activities that we do. So it is quite a complicated role as in having to manage field work and how they operate and function, and then also having to manage the back office functions. Especially during COVID, it's been a really fun ride, so to speak.

Sarah Nicastro: A wild ride.

Jordan Argiriou: A wild ride, yeah.

Sarah Nicastro: All right. So, Jordan, the first time that you and I spoke, it was an introductory call, and so we did our, "Hi, I'm Sarah, here's what I do." "Hi, I'm Jordan, here's what I do," and we chit-chatted about some of the different things you're working on and things that are relevant to your role. And then I said, "So if I were to have you as a guest on the podcast, what would you want to talk about? What's the topic you're most passionate about?" And your answer was mental health, which I was super, super excited about, but a little bit surprised about as well.

Sarah Nicastro: So I'm pumped to have you here talking about this topic today. It's something that I think is super important, and something that I personally am a strong advocate of de-stigmatizing and normalizing more in our everyday conversations, particularly in the workplace. So tell us to start why this is the topic that came to mind for you that you were passionate about talking about on our podcast today.

Jordan Argiriou: Sure. I remember the discussion very well. We were talking about just general service and everything else. Your third question of "Tell us about yourself and the company" and everything else, and what I do, typically, all of us will pretty much give a similar answer as to our daily operations. The reason I highlighted mental health, I think, especially at that point, for me, with the COVID impact onto this industry and every other industry globally, this is the first time in our lives we're experiencing a global pandemic like this, which has really obliterated the traditional view of how we do things. And that's in every aspect of life.

Jordan Argiriou: The reason mental health is something that I'm quite strong about and something that I really focus on is purely because during this time, looking at our media and just speaking for people in general, and it could be someone at the supermarket, it could be in your professional world, it could be anywhere, mental health is something I think that right now is not being neglected, but people are trying to put to the back because they're dealing with something that's right in front of them and challenges that they're facing every day.

Jordan Argiriou: So, for me, switching that back to the professional world, you've got field service engineers in the field, you've got tech service representatives in our offices, and trying to get to and from work. On top of what's going on, they've also got to tackle their own mental health side and worry about specific lockdowns, not seeing family for an extended period of time, and things like that. Which, overall, has an impact on their daily function, and also their own personal mental health. And health overall. Because, for me, if the brain is not right, if your feelings aren't right, then nothing is really going to be right with what you're doing day-to-day.

Sarah Nicastro: Right. That makes sense.

Sarah Nicastro: So COVID and some of the things that have happened in the last year are what really put an emphasis on the importance of this conversation and this focus in the workplace and in your role. What are some of the ways that you as a leader of teams, and even you yourself, how have you reacted to the recognition of this becoming a more critical focus area?

Jordan Argiriou: I would say for me, personally, it has been a highlight of something ... And obviously from my accent, you can all tell that I'm from Australia. It is quite a big topic here for many years and many generations. And, look, I'll be very open. Coming from a European background where emotion isn't something that you just lay on the table for everyone to see. It's a bit different, especially my father's generation and others. Right now, for the past I guess five years in Australia, it has been quite a hot topic because of high mental issues that have happened amongst especially young men, and something that is quite critical, the high suicide rate amongst young men and even women. But in Australia, it's mostly young men that suffer from mental health issues purely because people aren't really talking about it.

Jordan Argiriou: So when I saw that starting to arise, you start to think of your own mental health. You start to think of, again, if I was in the field, or if I am in the field, as a sales rep in the field having to deal with everything that's going on in the world ... And I guess COVID highlighted it immensely. That there are so many balls you've got to try and juggle, plus meet your commitments in the workplace and at home.

Jordan Argiriou: So, for me, that was a huge focus as well. There's a lot of burnout that happens amongst people, and people don't really see it. I guess it's not really discussed quite often. It's certainly something that you put up as a KPI, and something that you try and focus on, and try not to have people burn out, but I guess from a professional perspective, depending on the culture you're from or depending on the country you're from as well, it depends on whether you would be so open to talk about it, too.

Sarah Nicastro: So I think that when you talk about the impact of this last year, and everything that's happened, I don't think we've even begun to see how that will play out in terms of mental health, and just processing those emotions. It's impacted us all in different ways, but it's impacted us all, right? And I think, to your point, there's a certain tendency, I think, to focus on the crisis at hand and to just "Okay, what do we need to do?" Kind of in survival mode, quite frankly, and I think that as we come out of that, there is going to be a whole host of things that really need to be dealt with. So I think it's smart and beneficial to start the process of let's have these conversations now, let's start talking about these things now, and let's know that this impact is on everyone, and we need to address it.

Sarah Nicastro: I think the other thing I was going to say is that the point you brought up about young men in Australia, and those statistics. I'll be honest in saying one of the reasons I think it surprised me that this was a topic that you wanted to talk about is because I don't have people beating down my door to talk about mental health on this podcast in general, but the conversations we have had around it have been myself and another woman. And so I think that it is a very valid point that mental health overall is not discussed enough, but when it comes to how mental health can impact men, it's discussed even less so. And I think it is very important to understand that it impacts everyone, and that folks like yourself in roles like you are in industry and things like that leading these conversations has a huge impact in reaching people and making people feel more comfortable talking about any challenges they may be having. So that's why I'm glad we're here having this chat.

Sarah Nicastro: So you recognize overall that this is an issue, but then COVID hits, and it's significantly more so. So what advice can you give on ... How have you taken that information and that understanding and turned it into action? So what are some of the things that you as a leader have done in reaction to that recognition?

Jordan Argiriou: Look, I think initially it is sharing a lot more from my side to my team. So direct reports. And I'll give you a really good example. Whilst we're in this Zoom era of Zoom and whatever else we're using, Teams, and I'm not speaking brands here. Typically, everyone is on Zoom, everyone is on camera like you and I are today, and this is quite a common thing now. I think we've lost that personal feel of sitting down in the room and picking up certain cues, or ... How do I put it? Just a general feel of where someone is mentally while they're talking to you.

Jordan Argiriou: So as a really good example, and I'll be very open about it, typically in Asia-Pacific, it's not quite often that someone will share emotion on a camera or share a feeling on a camera as to how they're really feeling about a certain topic or a situation. So not being able to sit in the same room as someone and pick up on those cues has made it really difficult to really communicate in this way.

Jordan Argiriou: So I think the first thing for me and what I started doing was to openly communicate with people, and share from my side challenges that I'm facing professionally. And I guess you're venturing into the realm of your personal area, especially, as everyone or most people will know, Australia was put into quite a strict lockdown very early on in this whole piece. Obviously, we're an island. We try to keep everything contained.

Jordan Argiriou: So from my perspective, it was very quickly around us. The walls were closing in. We had home schooling going on and everything else, and you're trying also to work at the same time, and dealing with different time zones, et cetera. To avoid the burnout, you've got to openly talk about it.

Jordan Argiriou: So some of the strategies with my team, and it wouldn't be an agenda item, but it would be in the way I engage with them, it wouldn't be so much the professional chat of, okay, let's talk about your numbers, let's talk about your KPIs. Let's talk about what's happening in the field and customer issues. It would be all of that, obviously, but then on top of that, in between, you throw in "And this is what's happening here, and what's the situation there?" And you start to ask questions about "How are things going on your side? Forget about the professional side. How are things with your personal situation? Is everything okay?" Recognizing certain critical issues that may be in the background that they don't want to talk about.

Jordan Argiriou: From those conversations, it then leads onto their direct reports. So certain situations will arise. They may bring something up. As an example, we had a situation where a staff member was a little bit hesitant in going back home after being in the field in certain labs, purely because of what they're testing, and with COVID in the air. And we had to make arrangements for that person that were suitable for them to have a happy home life. So that would bring that to the forefront.

Jordan Argiriou: And then obviously with your direct reports, you would quickly flip it over and say, "Look, is everything okay on your side? Are we handling things?" The point I'm making is you break down that initial barrier of resistance, or the fact that they're trying to tell you that everything is fine. Once you get through that, the conversation then becomes much more fluid, and then the next time you catch up, it seems to be that that's the first thing you're talking about. "Hey, is everything okay at home?" "Hey, is everything okay with" even your commute to work. Things like that. Small changes you make to the way you conduct yourself in one-on-ones and the way you steer the conversation, and picking up on cues via Zoom, which is extremely difficult, like I said.

Jordan Argiriou: Because, typically, you get a vibe from someone. You can feel it in the air when you're sitting there and you're talking about a difficult topic. You can really see it. You can see it through body language. You can see it through their tone. On Zoom, it's a little bit more difficult. We have a lot of digital voices going on. We have noise cancellation, so you don't get to hear the background of what's typically happening in their world.

Sarah Nicastro: Yeah. And so there's a couple points I want to touch on. One is I think that your point of leading by example. The best way to start having the conversations is to start having the conversations. And so you said in the circumstances you're used to, people don't necessarily share feelings or emotions. It's all kept very structured and professional. So if you break that mold, and you are a bit vulnerable, then you open the door for people to do the same thing.

Jordan Argiriou: Absolutely.

Sarah Nicastro: So I think that that's one important point is that, even if it's not completely comfortable, if you can lead by example talking about some of the things that people might not typically be comfortable talking about or being vulnerable in ways that isn't necessarily the norm, it allows people that are maybe having some challenges or need some help or want to voice certain concerns to feel more comfortable doing that.

Sarah Nicastro: The other point that I think is really important is when you talk about cues. I've admitted on social media before I have pretty significant anxiety, I have depression here and there, and I've struggled with those things most of my life, and so I know very well that a lot of times when you're struggling, you're least likely to reach out. It's when you're having the hardest time that you're least likely to ask for help. So as a leader, I think it's important to understand that, no matter how you're welcoming or think you're welcoming that outreach, if you're waiting for people to flag that to you, you're probably missing a lot of what's going on. So I think that point about looking for those cues and following up on them.

Sarah Nicastro: I think that if you have good intentions, the worst you're going to do is follow up on a cue that you read wrong, and someone is going to be like, "No, really, I'm fine." And you say, "Okay, great."

Jordan Argiriou: Yep. Yep. Absolutely.

Sarah Nicastro: But you can't just expect it to all flow out to you. You really do have to dig around a bit to see what's going on with your team, and where there might be some struggle.

Jordan Argiriou: Absolutely. And I guess part of picking up on the cue is, quite often, as you just mentioned before, people who struggle with anxiety, depression, or other mental health issues such as that quite often will want to tell you, and quite often will want to say, "Hey, you know what? I am struggling with this." Even if it's on the professional side.

Jordan Argiriou: The tricky part is when it comes to language barriers. Obviously, different cultural cues, especially in APEC. We're obviously extremely diverse around this region. As I said earlier, you have countries which are extremely mature, others which are emerging, but then you've also got the language barriers. As an example with a country like Korea where English is not an easy language for someone with a Korean-speaking background to grasp and to express themselves in, and it's not very commonly in everyday life. It's not like you see English everywhere in Korea, whereas you do in other countries like Singapore, et cetera.

Jordan Argiriou: So trying to pick up those cues from them, and also trying to break that initial barrier. It's not just a barrier. It would be that the makeup of the person is to say, "You know what? I'm fine. I'm all good. I'm going to continue on." But once you push past that, and I think part of it as well, as you said before, when you normalize the discussion and you start to have that discussion with someone every time you speak to them ... And not to bring it up and say, "Hey, how is your mental health?" Or "I heard you're struggling." It's just opening it up slowly, and then finally getting to the point where you're very comfortable in saying, "You know what? I am struggling. I need some help."

Jordan Argiriou: And "struggle" is not the best word to use, but "I am experiencing a bit of an overload at the moment," and once you get to that point, it's so much easier to manage the situation because, even from a professional perspective, you can delegate the work elsewhere. You can help them. You can add resources into their team. I can take things on that they're not comfortable with that I am comfortable with. It just makes it a lot easier.

Jordan Argiriou: I guess the other side as well is opening it up to an entire group within your team meetings, and this is something that I have to give credit to one of my very first ... He was actually the director of the company, but it was a very small business, and we dealt with him daily. Every Wednesday, he would have a round table where you would sit in a circle in the middle of the shop floor so to speak. That's what we call it here. And you'd have the techs, the accountant, the CEO, you'd have everyone in there, and you would just openly talk about whatever you wanted. It could be literally something extremely ridiculous that you just wanted to say. It could've just been a joke, but it was just opening up and breaking down that initial barrier.

Jordan Argiriou: And I remember when I first started with the company, I was sitting in that chair going, what am I going to talk about? I'm quite young. I'm still new. I'm having a great time in life. And then you start to get into it, and it actually makes it a lot easier as you get older. And, literally, I will give credit to that for keeping it in the forefront of my mind when it comes to managing a team.

Jordan Argiriou: So, yeah, that was my first experience with it.

Sarah Nicastro: I like that, too, because the examples you gave it was cross-functional, right?

Jordan Argiriou: Yes.

Sarah Nicastro: So it's not just giving people the forum to speak freely, but you're also opening it up team to team and department to department so that people can learn about other things that are going on within the company, whether that's function-related, or person-related, or what have you. It helps the whole group get to know each other better. You may feel more comfortable for whatever reason going to someone outside of your team, so you're nurturing those relationships in a way where you're expanding the network of the support people have.

Sarah Nicastro: I think that's a good point. People in certain roles have become very isolated over the last year, and I can speak for myself saying I'm on the phone all damn day. I am literally on this video conference probably six, eight, nine hours a day, but that doesn't always mean I'm connecting with anyone. You know what I mean? There's a lot of days that it feels like I am exerting energy but I'm not necessarily having a connection that makes me feel like, yeah, I could've opened up here.

Sarah Nicastro: So it is a whole different world in which to try and provide an experience like what you're talking about when you can all sit in a room, but I think it's very important to try, right?

Jordan Argiriou: Absolutely.

Sarah Nicastro: I want to go back to one of the points you made about ... We've touched on that there are some cultural, regional, even gender-related differences in the comfort level around this topic, how discussions are approached, how open or not people are wanting to be. But I know that you and I both believe that, regardless of those differences and any hesitancy that may be there, it's important to continue to figure out how to lead these conversations more into work/life so that people can become more comfortable. So, as someone that deals with a lot of those cultural and regional differences, et cetera, what's the best advice you have on navigating this topic with someone who is less comfortable or less receptive to discussing it?

Jordan Argiriou: For me, as I said earlier, it's all about introducing it into the, say, a one-on-one discussion initially, right? As a good example, you're never going to get someone who is already a little bit, I guess, maybe new to the role or anxious in their everyday life ... They're never going to open up, even on a Zoom, into a group full of Zoom attendees. Even if you're making it completely normal, and everyone shares. There's always going to be the person who, for whatever reason as you just mentioned ... It could be a cultural difference, it could be a personal thing, but I think you're never going to get them to really open up in that room without already setting the scene in a one-on-one.

Jordan Argiriou: Look, one-on-ones can go one way or another. Sometimes you have to have difficult discussions in one-on-ones about professional side and whatever else. However, you need to make time in that one-on-one to also have a discussion about ... Just generally, as I said before, opening it up slowly through that avenue, sharing things about your own personal life, and it doesn't have to be specific details about personal life or a specific area of it. Just in general, "You know what? Today, they announced that they're going to lock us down for another three weeks," or "I got some bad news through a friend," or whatever else. You start to open and share that. That person on the other end will start to then ... This is just from my perspective, but it's actually worked, will start to then relate to you have certain things that they can share as well, and they will slowly start to open up.

Jordan Argiriou: Once that happens and you recognize it, you then do introduce it to the group setting. Literally, one of my gender topics is the health of the team in our group sessions. And, obviously, we discuss things like who would be a potential flight risk and things like that. However, within that discussion, the health of the team is also about the health of how they're feeling in the field. Are they comfortable going out to an area that is now in the third wave, as an example? Are they comfortable talking about things with customers? Are they comfortable opening up to their manager who is on that call with me, and telling them "I have some genuine issues that I need to address from a personal perspective," or from wherever else? I think that once you open that up, and now that we've added it as an agenda topic, it's actually become an easier conversation to have with your team because they will now bring it up. When I have one-on-ones, I don't have to prompt anything anymore.

Jordan Argiriou: I think, look, the cultural differences are very difficult to tackle, and especially because we can't be together physically, and it's all via Zoom. It is quite hard. Everyday business, we're used to it now, it's become part of life. But, initially, it was quite tricky to navigate. So this is where we are today, and it's actually working quite well.

Sarah Nicastro: Good. So I wanted to ask, Jordan, what has the feedback been, and I don't mean in specifics, but just generally speaking, from your team and their teams in terms of making this a priority? Have you had anyone that has acknowledged the emphasis on this outright, or is it just measured in the ease with which the conversations happen now versus when you started focusing on this?

Jordan Argiriou: Without going into specific areas, in some areas, there has been a very strong acknowledgment of the support that's being provided and the mental health initiatives that the manager themselves has undertaken for their team. And even without calling it mental health, just the general initiatives that that manager has taken, subconsciously thinking of the mental health side.

Jordan Argiriou: And I think that's another thing. I think people are much more comfortable having a discussion in general without putting that banner on it. So, obviously, that is something that is quite critical to everyone, both personally and professionally, and to a lot of companies in this world. However, I think when you put that banner on, people start to freeze up a bit, and that's when it comes back to the cultural side. It's yes and no.

Jordan Argiriou: So whilst some of the managers in my team will openly talk about it and say, "You know what? This is what I'm undertaking. I'm actually going to put it in some goals of my own to drive this forward," on the other side, just hearing the fact that they're acknowledging certain events and thinking forward about certain things that will potentially happen, or, "Hey, let's do this to improve the culture of the team," that, for me, is a huge win because we never had that before.

Jordan Argiriou: And, again, I'm not going to specifically point out cultural sides, but in some countries, it's unheard of to address that side because it's like work is here and personal life is here, and that's that. There's is a clear line between them. And as we're all aware, and we're all sitting in it now. We're all at home, wherever we are in the world. That line between professional and personal has now just been not just blurred, it's completely gone. As an example, I'm here at the home office. I literally will have my kids come in the afternoon, and they're here at home as well. So you've got to acknowledge the fact that there is no more office home life or field home life. It's all blended in together.

Jordan Argiriou: But once we get past that, and now that it is all together, we have to recognize that, yeah, hey, there are things that we need to address. Some people may feel a lot more comfortable, like my managers, like you said, coming out and telling me, "Hey, this is what I'm doing." I don't want to repeat myself, but others will address certain topics where you'll say, "Great. You've acknowledged it now. That's fantastic." I don't even have to prompt it anymore, so it's great.

Sarah Nicastro: I think the other thing, too, is we talked when we spoke the first time about you had ended up being involved in a round table discussion at an event where this topic came up, and you spoke about it, and had a conversation with folks about this. I think that's another important aspect of normalizing the conversation is just bringing it into different forums like that to talk about it, because it's something that more and more people are focusing on, and an area where there's going to be more and more lessons learned. And, "Hey, we did this approach, and it really worked," or those sorts of things.

Sarah Nicastro: And there really is no reason that it shouldn't be another talking point on an agenda of an event related to field service, because it's a very real part of what's going on, right?

Jordan Argiriou: Absolutely. Absolutely.

Sarah Nicastro: So I think you speaking out in that type of setting is another way to normalize the conversation, right? Because you're not just doing it internally with your team, and doing it to impact the wellbeing of your workforce, but you're talking externally about how you're doing it and why you're doing it so that other people can learn from that as well.

Jordan Argiriou: Well, that's a really good point you raise. Sorry to cut in.

Sarah Nicastro: That's okay.

Jordan Argiriou: That's a really good point you raise. At that event, that specific topic of that round table was supposed to be about health and safety of engineers in the field. Now, we have many plans that we've put together, and, again, we don't want to keep saying the COVID word, but it was a time where we really had to have our own OHS and EHS sides very structured and very ready to react. It was a very reactive situation. Still is today, right?

Jordan Argiriou: So when I entered that discussion, and I was hosting that round table, I brought it up because the discussion around COVID safety and general EHS safety was done. We've talked about it a million times. We've done it by then. And then the line came out from me of "What about the mental health of your field service engineers being in the field?" And then the discussion, I was actually shocked. I wasn't expecting that reception from the group that I was in because we had people from mining. We had people from electrical backgrounds. We had people from biotech backgrounds, such as myself, sitting in that room, and then everyone just had this common place where we all met and said, "Okay." I guess, for me, it was quite eye-opening that everyone is actually paying attention to it whether it's a structured plan in their head or not, that the attention is already there. So it was actually quite refreshing to see.

Jordan Argiriou: But then, obviously, you had others who were not so receptive to that discussion. So it was interesting.

Sarah Nicastro: Yeah. I think it is something that more and more people are aware of and understand that there needs to be a bigger focus on, but going back to the points we've made, unsure how to talk about it, right? So that's why you were the one that was like, "Oh, I'll just bring this up," and then people were like, "Yes, we're doing this, or we're seeing this." But it's still one of those topics where someone has to be comfortable initiating a conversation around it, and then people are willing to weigh in.

Jordan Argiriou: Absolutely.

Sarah Nicastro: One of the things we had talked about a bit is your thoughts on, as the younger generation of workers comes in, why this topic is going to be increasingly important for service leaders to get comfortable with and be able to focus on. So talk a little bit about why you think that is.

Jordan Argiriou: Sure. Look, the way we are growing as a society, especially most of us have kids at my age, and you look at the media and everything that is in culture today surrounding social media and everything else. The generation that is growing up heavily invested on that side, there is a huge focus on mental health. I think a lot of countries, and specifically in APEC, are focusing on the mental health side. The US is obviously doing it, Europe. So it is something that they're growing up with.

Jordan Argiriou: They also live in a world where everything is quite fast-paced. Things today, as we're talking literally now, are quite uncertain as well about little things in life that we used to take for granted and things that are changing. So they're growing up through that.

Jordan Argiriou: And I feel as though the younger generation that are coming into the workforce now have an expectation that your employer will have this plan moving forward, will have the support network for them, with everything else. So I think that's, number one, the reason why on the younger generation I do focus on it. Well, it's a topic.

Jordan Argiriou: And, two, the younger generation do live in a world of, as I just said, very quick interactions. I think we said it the first time we spoke. If you look at a phone and apps, it's instant ... I don't want to call it gratification, but it's an instant result. You click something, it happens, right? So we grew up a bit different, where the younger gen will have that immediately at their fingertips. And I think that want that same response from a workplace or an employer when it comes to these sort of topics and others.

Jordan Argiriou: So given that they are so fast-paced, they are growing up in a culture where mental health is something that you do talk about, and there are many support networks as well external to your professional life that you can tap in to, companies and I guess us as managers and whatever other role we play in a company needs to be focused on that. Because if we don't support them on that side, then, in my opinion, you're going to have a lot of people departing and going to the company that does support it.

Sarah Nicastro: Yeah. No, it's a good point, and a generational difference that I think people need to big cognizant of along with others.

Sarah Nicastro: Okay. Two more questions, Jordan. The next one is ... So we have acknowledged this, but I will state it again. There are going to be people that listen to this podcast and think, "Yeah, I am totally uncomfortable with this," or maybe even people that still want that strict delineation between professional life and personal life, and don't think that these sorts of conversations have a place in the workplace, et cetera. So for someone that is really uncomfortable with this type of topic that's in a leadership role, and we know and are advocating that it's important, what are baby steps you could suggest to them to force themselves into becoming more comfortable and taking some little initiatives to incorporate this into their leadership?

Jordan Argiriou: Sure. Look, in terms of three steps, right? So I guess the first one is quite obvious but something that we don't do constantly, and that's open communication within your teams. I guess from my side, you have to not be afraid to show a bit of weakness, so to speak, and I don't like using that word to say you're showing weakness, but show your vulnerability in certain situations.

Sarah Nicastro: Your vulnerability.

Jordan Argiriou: Yeah. So you openly communicate with your team. I guess the first step really is breaking away from that purely professional relationship with someone, and not making it personal as in "Hey, we're best friends," but making it personal as in, "Hey, you know what? I care about what happens to you after you leave our premises, or this call," or whatever else. So once you break down that part, that's that first step, right? So that open communication, willingness to show the vulnerability at the first step is something that will gain someone's trust. You will gain their buying into things that you're doing because they're saying, "Hey, you're in the same boat as me."

Jordan Argiriou: The second step, and I wouldn't call it a baby step, but it is. Normalize that discussion as well, right? So not just openly communicate, but normalize it completely. So, from my perspective, having that discussion not just constantly but in a very casual manner instead of making it, "Okay, here we go. Here's agenda item three. Let's talk about how great you are with this stuff." Just bring it up slowly, or at the end of the conversation you have, or the end of the meeting that you're having. At a round table, I would say if you normalize the openness, and like I mentioned my first company that I really worked for, professional life, normalizing that discussion amongst all levels was actually something that made it a lot easier just to open up and tell people things.

Jordan Argiriou: So that's the second side. And the third one, and I'm on the fence on this one because I have put down a few points, but I'm on the fence on this one. But I am not on the fence. I'm on the fence of whether to put this down as a third point. I would say make it part of your agenda. Make it part of the agenda item in most calls. Once you get past the first two, and you hit that third step here, and you say, "Hey, you know what? It is now an agenda item," you don't have to call it open communication or mental health. If you just call it we're just doing to discuss the health of the team, we're going to discuss in general where your team is today, and then switch it over in a one-on-one the health of you. How are things at home? Things like that. They sound really simple, but they are quite complicated to get right down to it before someone really opens up.

Jordan Argiriou: And if I can add one more to that third point is that if someone does give you the feedback of you're putting way too much pressure on me, or whatever else, don't lock up and get offended, and start to give that feedback. Because then it will become a two-way street. Openly talk about it. Let's talk about what's happening professionally. Am I doing something wrong? These are basic management tools that we already have, but just changing it to talk about this particular topic and about the person versus professional life altogether.

Jordan Argiriou: And still have fun with it, too, right? So when people are talking about their kids and everything else, their home life or whatever they're doing on the weekend, make it about them. Make it a round table discussion.

Sarah Nicastro: Yeah. It's a good point of needing to be ready to take action, right? So maybe there are certain situations where you initiate a conversation where someone just needs to vent, and you're there to listen, and that could be fine. But if there is a situation where the response is, "Yeah, actually I'm burnt out and I need X from you, or X-less from you," right? Then you have to be ready to put some action around what that looks like. So that's a good point.

Sarah Nicastro: All right. So last question, Jordan, is I believe that it would be at best difficult and at worst impossible to put a real focus on this topic in terms of leadership if you aren't prioritizing your own self-care. So how have you navigated the crazy last year, and what do you do to make sure that you stay in a good place?

Jordan Argiriou: To be honest, it's been a difficult year across all fronts with everything that we've obviously just spoken about and been through, and still going through today. From my side, and this is going to sound really simple, I bought a bicycle not long ago. And even with our five kilometer lockdown and things like that, it's just taking the time potentially at a lunch break where you would typically go out for your lunch or whatever else to go for a quick ride. Put in a podcast in your ears and just keep going until you just need to turn back or you want to turn back, and just zone out for a while as well. I think taking your mind off certain things.

Jordan Argiriou: One thing that I will say has helped is taking my mind off what is happening just outside our door, because if you were to watch the news every day or whatever else, that can certainly send someone into some sort of spiral in their head, thinking there is no way out of this, et cetera. This is what's going to happen.

Jordan Argiriou: So I think spending time with your family, obviously, and friends and loved ones, and whoever else you can spend it with, but for me, yeah, the bike riding and just switching off, trying to separate the professional life from home life has been a challenge, but something that I'm still trying to do. I can't say I've won that one because it is quite difficult. But, yeah.

Jordan Argiriou: Yeah, and just really opening up to your team. That helps immensely. Having those discussions, knowing that there's someone on the other side not just from your personal life but from your professional life that you can share things with, certain things that you want to, has also helped. Yeah.

Sarah Nicastro: Yeah. Yeah, it's been an important time for solidarity, and everyone feeling like we're in this together, and we'll help each other through it, and all of that stuff.

Sarah Nicastro: So, good. Well, Jordan, thank you so much for coming on today.

Jordan Argiriou: Thank you.

Sarah Nicastro: And for sharing openly. I really appreciate it, and appreciate your insights, and thank you for your time.

Jordan Argiriou: Thank you for having me. It's been a pleasure. No, really, thank you, Sarah, for highlighting this topic here. It's something that I want to continue as well, and hopefully this is something that becomes a focus for everyone.

Sarah Nicastro: Absolutely. I think it will become a more and more normal part of the conversation. I think maybe COVID kind of sped that up, and we'll see if it becomes a normal staple on the event agenda once we get back to that stuff.

Sarah Nicastro: But thank you again. Appreciate it.

Jordan Argiriou: Thank you.

Sarah Nicastro: You can check out more of our content by visiting us at futureoffieldserviceref.ifs.com. You can also find us on LinkedIn as well as Twitter @thefutureoffs. The Future of Field Service podcast is published in partnership with IFS. You can learn more about IFS by visiting ifs.com. As always, thank you for listening.

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March 31, 2021 | 30 Mins Read

A CMO’s View on Mastering Service Marketing

March 31, 2021 | 30 Mins Read

A CMO’s View on Mastering Service Marketing

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Sarah talks with Jennifer Deutsch, CMO of Park Place Technologies, about the musts and must nots of marketing service.

Sarah Nicastro: Welcome to the Future of Field Service podcast. I'm your host, Sarah Nicastro. I'm super excited for today's podcast, because we're going to be tackling a topic that I think a lot of listeners can benefit from digging into, which is understanding a CMO’s view on how to master service marketing. As companies move more toward advanced services, outcomes based services, as some of our manufacturing listeners move towards Servitizing their businesses, it's becoming more and more important to rethink marketing strategies, or in some cases, develop new marketing strategies to be effective at marketing those new service offerings. I'm excited to welcome to the podcast today, Jennifer Deutsch, who is the Chief Marketing Officer at Park Place Technologies. Jennifer, welcome to the podcast.

Jennifer Deutsch: Thanks so much, Sarah. It's great to be here with you today.

Sarah Nicastro: We are excited to have you. Okay. To get started, Jennifer, can you just tell us a little bit about yourself, your background, your role, and just make sure you tell folks a little bit about Park Place.

Jennifer Deutsch: Sure. Just to kick things off, Park Place Technologies is the world's largest TPM, third-party maintenance, provider for data centers, but we're much more than that. We've been very acquisitive over the last three years. We've had 16 acquisitions, which has taken us way beyond TPM. We're now in the software business. We have actually an entire portfolio of products that includes Entuity, which is network analytics, and ParkView, which includes discovery, hardware monitoring, and much more. I'm actually going to talk a little bit about that later.

Jennifer Deutsch: A bit about me, I have a long history of marketing. I've been in marketing for the last 38 years. I have marketed food, hotel brands like Marriott, and Ritz-Carlton, Renaissance Hotels and Resorts. I even did a stint on branding Bvlgari Hotels & Resorts. I worked for Nestle, where I launched Lean Cuisine globally. I worked on also Nestle ice cream. I ran an advertising agency for 10 years. That was also very interesting because I worked on businesses, anything from industrial vibrators, which was pretty fascinating, too GE light bulbs, Sherwin-Williams paint.

Jennifer Deutsch: I did work in the retail space, did an awful lot in the healthcare space where we focused on hospital systems. That gave me a really interesting background on lots of different categories. I've also had global experience. I've had a great opportunity to prepare for my role at Park Place Technologies.

Sarah Nicastro: Absolutely. That sounds like they're very lucky to have you and have all of that experience. I think, Jennifer, some of what our listeners grapple a bit with is there's companies that I would say are similar to Park Place in the sense of really expanding core offerings, the same way you said that you've acquired these different companies, and you've really expanded the capabilities of the organization, and therefore the services you provide to customers.

Sarah Nicastro: A lot of our listeners are in that process, whether that's through acquisition or just through the exploration and addition of different services. Then as I mentioned at the beginning, the folks within our audience that are in the manufacturing sector, a lot of those are really focusing on moving away from the habit and the process and the skills that it takes to market products and learning how to better market services. I think your insights are going to be really helpful on both fronts. We'll dig in by starting, if you had to summarize Park Place's approach to marketing IT services, how would you describe that?

Jennifer Deutsch: I would say that we lead through innovation. I would say that we're an organization and also a marketing department that's fearless in our innovation. Through innovation, we've been able to change the dynamics of our brand, our products, but also the category. We work hard to position Park Place as a thought leader and an innovator, and we do that on lots of different fronts. We use lots of different marketing tactics to do that from analyst relations to public relations, to truly innovating new products, innovating claims, et cetera. I can talk a little bit about that later.

Jennifer Deutsch: Innovation helps differentiate your product from the competition, helping to set you apart. Because at the end of the day, customers want to know, what's the difference? Why did I buy your product or service versus somebody else's? If you can add features and benefits that go beyond price like innovation, that helps differentiate your product and brand. I think that's key. I guess I can say that there are some recent examples of innovation in our category, which quite, frankly, has left our competitors flatfooted, and some of these things take a while.

Jennifer Deutsch: About two weeks ago, we introduced something called the First-Time Fix Guarantee. Because in our business, it's all about uptime. Uptime is actually our brand promise. We promise to drive uptime. Because if you're running a data center, it must be up. To offer the First-Time Fix Guarantee, we are really putting our money where our mouth is that the first time we are going to fix it. Guarantee means that if we don't fix it, we're actually going to service that piece of equipment for a month. There's a penalty for us. That was such an innovation that is such an innovation for the category. It took three years for us to get it together to make sure that we could actually fix things truly.

Sarah Nicastro: Right, deliver on that claim.

Jennifer Deutsch: Exactly. It's three years in the making. Another example is when we grew beyond pure play TPM and we were bringing to the market discovery products, marketing products, and products to help organizations optimize, we knew that we had to create and invent a new category, and we did that. We launched a category in December called DMSO, discover, monitor, support, and optimize. That was two-and-a-half years in the making. Quite frankly, these ideas come from listening to your customers, listening to their pain points, and hearing opportunities.

Jennifer Deutsch: Also, you must innovate. Because if you don't innovate, you die, you lose your relevancy. Could we have continued and been an organization that's simply focused on TPM? Absolutely. We have a dual brand promise, it's not only uptime, it's also future proofing our customers, so that we're staying ahead of the customers, we're staying ahead of the puck to bring innovation. I think it's important for marketers to have a roadmap for innovation, not only new product development, but claims and features, all of that takes time.

Jennifer Deutsch: You've got to have essentially a portfolio of what you're going to be bringing to the market. If you think about it, the First-Time Fix Guarantee took three-and-a-half years. DMSO took two-and-a-half years. There are lots of other pieces and parts, but you've got to have short tail, mid, and long tail tactics to keep your brand fresh. The other thing for us is to clearly communicate features and benefits simply. As Aristotle said, "The real genius is simplicity."

Jennifer Deutsch: When you take a look at our tagline all about uptime, it's a very simple tagline, which quite frankly, delivers a message, what we're focusing on. We're using one of the most impactful important words in our category, which is uptime. We drive uptime. It's important that when you have new products or you have new features that it's easy to understand, the messaging is simple, and that immediately, customers understand what it is that you're launching.

Sarah Nicastro: Very good. I want to go back to a couple points. I, especially, like how you gave the example of the time that it took to bring the First-Time Fix Guarantee to life in terms of messaging. It was in the works for three years before you went public facing. I think a lot of our listeners have innovation in the works. I think that, generally speaking, there's different degrees, I suppose, and different struggles along the way. I think many of them are working hard at innovating.

Sarah Nicastro: I think though that one of the things that's lacking is the articulation of that new value proposition in a way that really resonates with the customers. I've had countless people say, we invested in an IoT solutions so that we could monitor our customers assets in real-time and none of them want to buy it. It's because they're selling on the innovation, not the value of that innovation. I think that's one of the biggest struggles. It is, I think, important for our listeners to hear you say some of the things that you're working on now.

Sarah Nicastro: I think for a lot of the folks within our audience that could be their remote service strategy or their migration toward predictive analytics and things like that, those things that you're working on now you need to be thinking, now, what the message will be in a year or two years or three years when you bring that to fruition. The other thing I was hoping you could just expand on a bit is the advice you have on how to articulate that value in the language that is going to have the greatest impact for customers.

Jennifer Deutsch: Yeah. You bring up a really great point. I'll also say it also works in the reverse. You may have product innovation, but from a marketer's perspective, we might want to make a claim. For example, we did claim research where we threw a whole bunch of claims out things that we could put a stake in the ground and had customers respond and react. Three-and-a-half years ago, we tested the First-Time-Fix. We did not have a solution for it. What we then had to do is develop the technology, so we could actually launch the claim and make the guarantee.

Jennifer Deutsch: Sometimes it starts with the product. Sometimes it starts with the idea. We actually had a product, ParkView, that was in the works. Literally, we could make the guarantee once we had enough of our customers that had actually installed ParkView. The end of the day, you can start with an idea and then work backwards or you can have the product. The most important aspect is to take the proof points and explain to the customer what the benefits are, how will this help you.

Jennifer Deutsch: By the way, if a product sits on the shelf and isn't really gaining traction, sometimes there are trends or things that happen in the environment that may actually help you to accelerate your product. I must say the pandemic helped us with ParkView, because remote monitoring became a necessity, during a pandemic, when people could go into their data centers. You have to be able to also very quickly respond. I've given some examples of things that took two-and-a-half years, three-and-a-half years, et cetera.

Jennifer Deutsch: You also must be able to respond to trends, respond immediately to needs and be very quick on your feet. At the end of the day, to be able to very simply explain the benefits to the customer is the real beauty in communicating and marketing very simply, very quickly. If you can do it in an arresting way, so you have a headline that catches somebody so that they proceed to read more and learn more, then you have a winner.

Sarah Nicastro: Yeah, that's a really good point. I love what you said about it can start as an idea as well. I want to come back to talk about that a little bit more in a moment. Before we do that, there's a couple things that I want to have you speak on. The first is something that you mentioned to me when we spoke before called a brand activator. You talked about the importance of a brand activator. Explain what that is and how it works, and any advice you have on developing brand activators.

Jennifer Deutsch: Sure. A brand activator is a tactic that brings the brand to life. When you think about a brand and the personality of the brand and you've gone through your branding exercise, at the end of the day, you need proof points, so that you can say, yes, that is my brand. I think a great example might be the Ritz-Carlton. The Ritz-Carlton is known as the ultimate and luxury. Their credo was ladies and gentlemen. The message there is the staff are ladies and gentlemen, they're genteel folks who are serving connoisseurs of consumption, someone who stays at the Ritz-Carlton.

Jennifer Deutsch: A Room is a room is a room for $79 at the Red Roof Inn or $779 at the Ritz-Carlton. It's four-walled, got a bed, what is the difference? The Ritz-Carlton brand is a brand that caters to connoisseurs of consumption, people who want to be recognized, people who want the best of the best. Brand activators, which are very easy to understand for a brand like Ritz-Carlton would be that in the brand guidelines, and by the way, I developed the brand guidelines for the Ritz-Carlton, there are no fake flowers at Ritz-Carlton. All flowers are real, and they're fragrant.

Jennifer Deutsch: Because when someone walks into a Ritz-Carlton, they should be able to tell with all of their senses that they're at the Ritz-Carlton. It's what they see, what they smell, and what they touch. It's fine silks for the furniture, fresh flowers, like a Stargazer, lily, et cetera. When they're greeted by the staff, there's a language guide. Very often, someone at the Ritz-Carlton will say, "My pleasure." Staff is different at the Ritz-Carlton than it is at another Marriott brand, let's say, Renaissance Hotels. People are screened for their service orientation.

Jennifer Deutsch: I think it's easy to be able to identify and source brand activators for a brand like the Ritz-Carlton. Everything from their blue water glasses to dress code, et cetera. At a technology company like Park Place, a brand activator might be a little more difficult to define. I would say that we had to invent them. Some brand activators for us would actually include our client advisory board. We've got 36 customers. We're on our advisory board, and we touch base with them. We provide them the opportunity to beta test new products. We listen to them.

Jennifer Deutsch: We understand what's going on in their environment. We provide them with the opportunity to surface topics that they want to talk about, et cetera. We have a huge E-services initiative that Nicola has really been spearheading, and included in that is, is that we were the first to bring a mobile app to the marketplace. We have live chat on our portal. We conduct business in real-time in 170 different languages. We actually also have what we call PPT tracker. That's like a pizza tracker. You can track your pizza from Pizza Hut.

Jennifer Deutsch: You can actually track your parts and your engineer from Park Place, so you know when the part will arrive and the engineer will arrive. The First-Time Fix Guarantee actually also is a brand activator. Other things that we do, we have an end of service library. It's not just that we keep the information to ourselves, we push it out to all of our customers. Because if they have something in their infrastructure that will become end of service life, they should know and we can help them. Those are tactics that bring the brand to life for us as a brand that positions ourselves as all about uptime, that we're driving uptime, and that we're helping our customers to future proof.

Sarah Nicastro: Okay, I love those examples. I think that talking about the Ritz-Carlton example first helped, because like you said, it is very easy to visualize. You're right that it's a little more challenging for a marketer like yourself as you come into this world. I think that a long, long time ago now, we had Joe Pine on the podcast, who wrote the book the Experience Economy. I think that it's similar to that thinking in terms of what are the things we can do big to small that differentiate the experience we can provide our customers from the experience our competitors are providing and thinking about how to bring that to life. That's really good advice. Let's talk ... Go ahead.

Jennifer Deutsch: I just wanted to jump in, Sarah, and say that I think that if you really want to make an impact in the category, you should own the best customer experience. That's something that drives us, something that Nicola is working on, we all work on it, that that is a core differentiator that our customer has the best experience given the competitive set. Everything again, from the cab to First-Time Fix, to all the E-services that we provide, from billing options, et cetera, but the entire experience should be the best.

Sarah Nicastro: Yeah, that makes sense. Okay, I want to talk next a little bit about taglines. You said yours is uptime all the time?

Jennifer Deutsch: All about uptime.

Sarah Nicastro: All about uptime, okay. Very intuitive to me in why that matters so much to your customer base, and I like it. What is your advice for listeners on developing a tagline that grabs the attention of customers?

Jennifer Deutsch: Well, I think first, when someone is thinking about a tagline, a new campaign, et cetera, you need to start by listening to your customers, understand their pain points, what are they struggling with, understand keywords, et cetera. What's really important, aside from getting insights and input from customers, is creating a message that's very short, very simple, very easy to understand, it's arresting, the line should be evergreen, it should be able to last, it should be memorable, it should be short, and it should be easy to understand and easy to play back and ownable.

Jennifer Deutsch: If you think about “just do it” from Nike. Just do it from Nike means the freedom to perform. In those shoes, you can do anything, you can jump higher, you can run faster. With us, all about uptime, we do everything to make sure that your data center is up. It is more than just a data center now, it's your infrastructure. We do network analytics to make sure that your VPN tunnels are open, that you know how to give your users, your customers, if you're an IT, the best experience possible as the workforce is bifurcated.

Jennifer Deutsch: Some people in the office, a lot of people are at home right now, making sure the people have access to a VPN that they can use and is open, is extremely important. Getting back to the tagline, that's a lot that I just said. It should be lasting, it should be memorable, it should be short. In other words, your tagline really should not be more than five words. It should be easy to understand so that somebody gets it. All about uptime is pretty easy to understand, just do it, quite frankly, makes you think of a lot of different things, and your performance, but it must be ownable. It must be easy to play back and easy to read. Those are a lot of the same criteria, quite frankly, that you evaluate as you're looking at logos.

Sarah Nicastro: Okay, that makes sense. I think I love all about uptime. I mean, I think that's great work and really, really well done, very relevant for the industry. I want to talk about a couple more things before we come back to I want to ask you a question around the customer advisory board. Let's talk next, and you mentioned earlier, that the key to much of this is simplicity. Okay. I think that there can be this tendency, particularly in a company, not only, but particularly in a company evolving away from products to maybe be too detailed, too verbose, and thinking that the more we explain upfront, the greater our chances of getting the attention of our customers.

Sarah Nicastro: If you could, maybe just talk a little bit about why the opposite of that is actually more effective. If you have an example of how to take a more complex offering and summarize it down to something very simple, but how you can leverage that simplicity to capture enough attention to talk about some of the details.

Jennifer Deutsch: I think simplification is so important, because for a number of reasons, people have shorter attention spans than ever. Space is limited the way that we're consuming messaging, whether it's a social media post, et cetera. You can't have a lot of words. Also, you need to work hard to find a few words that really communicate your message. When I first got to Park Place, one of the things that was very interesting to me is, is that our engineers have 15 years of OEM experience.

Jennifer Deutsch: Then we train them to be able to essentially fix all the different models that are out there, all the OEM product, et cetera. They can fix anything, but how do you say that in shorthand? We came up with a line, been there, fix that. That's the headline. You read that headline, you have confidence that Park Place, with 22,000 customers and 154 countries, probably has seen it before, knows how to fix it. The headline is arresting and it draws you into the body copy, so that you can then receive and read the proof points so that you know that the headline is true.

Jennifer Deutsch: If you don't have an arresting headline, you're not getting the reader to read the rest. I think that briefer is better. As I said earlier, Aristotle said, the real genius is taking the complex and making it simple. I have another example, and that is, is that the entire infrastructure scenario is very complex. I'm a marketer that came from the food industry and the hotel industry, really, into the tech space. I needed to make things easy for me to understand. When environments are really cluttered and they're complex, we have a product that simplifies things, what does that mean?

Jennifer Deutsch: We came up with the line, from chaos to order. We actually created an infographic that showed chaos, and then streamlined. That was the line that we use to introduce Entuity, network analytics. Because if you have the analytics, you can take your chaos and turn it into order.

Sarah Nicastro: One of the thoughts I just had, and certainly, I don't want to speak out of turn or paint the picture that we don't have any listeners that are doing a good job at marketing, I mean, you guys are doing a great job, which is why I asked you to come on. There are others as well, but I do think the point you just made about coming into this space having been marketing for food and beverage or hotels or different consumer things, it does make me want to pause and point out to our listeners that if you're really looking to innovate around the way that you're marketing, it may be worth looking to get some outside perspective.

Sarah Nicastro: I think there can be a real thing of being too close to what you've always done or too close to those details, and that need you had to simplify the messaging in a way that you could understand it coming from the outside in, I think, is what helps make it so catchy for all of your customers to understand it. If you think about the different personas within your customer base, of course, there are technical people that would understand all of this complex message. There's also business leaders, business owners that don't care about all of those specifics.

Sarah Nicastro: They want to know that they can come to Park Place for uptime. It's the synopsis of what matters to them. I think that what you just said just made me think about the fact that for some of our listeners that are struggling with marketing in a new or different way, the benefit of some outside perspective might be worth considering.

Jennifer Deutsch: Yeah. I was also in banking for a while and marketing is marketing. If you learn the industry and you put some filters and lenses on them, it works. The other thing that I will share with you is, is that if you can draw somebody in with a short, concise, easy to understand headline, et cetera, then you have the ability to explain more to them. I'll give you an example. When we debuted all about uptime, we did it at Gartner. We had a big booth. The banner up on top was all about uptime. People were streaming over to our booth. I said, "What drew you here?"

Jennifer Deutsch: They said the word uptime, because that's what drives us. It's not stumbling upon it because it really is research. There's a lot of work. It takes a lot of work to make things simple. It's much easier to describe a concept in 25 words than to describe it in five words.

Sarah Nicastro: Absolutely. Talk a little bit about with the different messages you've developed for the different services you provide, for the company tagline, all of those things. Talk about how you AB test some different options to find what's going to resonate best.

Jennifer Deutsch: Long, long ago, you would AB test in controlled environments, and it was expensive. Today, with digital, it's very easy to AB test. You just simply run two campaigns and see which one tests better and then change your variables in real-time. That's what the digital environment has provided to us. You can analyze your data against very easy with digital. We've got some technology that we employ from Sigstr to Drift chatbot. We can change things immediately and see if there's lift. Because for us, at the end of the day, it's all about getting the lead. [inaudible 00:30:18] the lead, then we're winning and we have a very high conversion rate. AB testing today is easier and more cost effective than it's ever been because of the digital environment.

Sarah Nicastro: With all about uptime, what was an alternative that you tested out? I know I'm putting you on the spot.

Jennifer Deutsch: We actually have three campaigns. One of them was literally focused on the hardware, showing the hardware. When you develop an ad, when you develop creative, there are really two parts, there's the design and the graphic and then there are the words. Sometimes you can change them around to make things better, to make it more impactful because the site of the visual and also the words need to be impactful. The truth of the matter is, is that all about uptime was so overwhelmingly positive, that concepts two and three didn't make it.

Jennifer Deutsch: The other truth of the matter is, is that when you find other concepts that are actually strong, you keep them. Often, they swap out a tagline in four to five years, et cetera, or if it starts to get stale or if you get negative feedback. That hasn't been the case with us. If you do come across something that is very positive, it lasts a very long time. You're building equity in your tagline, in your logo for your brand. It all ladders up to be positive. Because in addition to driving leads, we were also, as marketers, very, very focused on driving brand awareness. If you don't have brand awareness, you're really challenged, and we’ve been able to drive Park Place brand awareness tremendously over the last three-and-a-half years.

Sarah Nicastro: Okay. How long have you been at Park Place? You may have said at the beginning and I didn't catch if you did.

Jennifer Deutsch: I'm coming up on my fourth anniversary.

Sarah Nicastro: Okay. I want to talk a little bit about your customer advisory board. Because I think if there's a general theme that I think is really important, in every answer you've given during our conversation so far, it's really that you need to be speaking the language of your customers. You have to know what that uptime term is to them. You need to be developing around what is going to draw them over to your booth and droves and make them line up to want to see what the heck you're talking about. Tell us a little bit about the customer advisory board.

Sarah Nicastro: You mentioned that you have it. I'm curious, what other functions within Park Place engage in that group? Do you have your own just for marketing? Is their involvement on the product side, et cetera? How frequently are you engaging with them? Because, again, not to make too many assumptions, but I think that that might be another missing connection point for some of the folks that are having challenges in this, is that while they may be gathering customer feedback in different ad hoc ways or not, I don't know that there's that sort of concerted effort to really dig deep, understand the challenges, understand their businesses enough to identify that language that's going to have the biggest impact.

Jennifer Deutsch: I am an insights-driven, customer driven marketer, because I am a focus group of one. My opinion is one individual. I must talk to customers and have a very, very deep understanding of what they face, what their environment is like, and what they need. That's the greatest inspiration for me, personally, as a marketer. Our customer advisory board is made up of, as I said, 36 customers who have varying titles from CIO to data center manager and everything in between. It's great, because we get a diversity of thoughts and opinions.

Jennifer Deutsch: From our side, from the Park Place Technology side, the chief revenue officer participates. The COO participates in it. Our CIO participates. Our CSO participates and Nicola participates. In fact, she drives quite a bit of it, as does the SVP of ParkView and Entuity. It's the senior leadership team, because we all need to be hearing the same thing from our customers. We might be hearing the same thing from our customers, but interpreting it differently, but also working on our end on how to improve the customer experience, how to evolve our roadmap, and then how to develop our messaging.

Jennifer Deutsch: I will tell you, and I hate to say this, but when we have our client advisory meetings, which is on a quarterly basis, our participants actually, I think, have the most fun with the marketing section, where they can be creative, they love it. They love when we ask them to evaluate creative. Separately, I send invitations out to our cab members to participate in focus groups, where we'll be chatting about anything from what are your plans for the edge to, can you take a look at these wireframes from our new website.

Jennifer Deutsch: Just want to understand whether the organization is right and intuitive to you. We have a huge cross section from Park Place participating. We meet on a quarterly basis, but I do reach out probably once a quarter for focus groups. We have limited times, and by the way, our cab is global. We have people from the UK, from Ireland. We have our first member from Singapore who's going to be joining us in June. All the cab meetings have been in-person until the pandemic. Now, they've been virtual for the last year.

Sarah Nicastro: I assume you're looking forward to getting back to in-person.

Jennifer Deutsch: I am. In fact, we have the next cab meeting June 24th. I had a couple of cab members tell me that they've been fully vaccinated. They're hoping that they can come to Cleveland, to Park Place, to have the cab session in-person, optional in-person or virtual.

Sarah Nicastro: That's great. I think this is another super important point. I mean, the things that you're talking about, how do you take the complex and make it simple, how do you create a tagline that resonate, to your point throughout your answers, it all starts with understanding the voice, the language, the needs of your customers. I think that having that regular communication, having that open dialogue is critical, and perhaps something that other folks aren't doing enough of. I have to just guess that the First-Time Fix concept came from customers, right? I mean ...

Jennifer Deutsch: Actually, it didn't.

Sarah Nicastro: No?

Jennifer Deutsch: No. I'll tell you the evolution. Claim generation is an art. I learned claim generation when I was working in the health and wellness sector, specifically for hospital systems. Because if you can make a claim about a condition, so if you can cure someone and you can claim it that your cure rate is higher, you win. If you say that you're curing cancer every day, which was the line that we came up with for university hospitals in Cleveland, people are coming to you because you say you're curing cancer, but you have to be able to justify the claim.

Jennifer Deutsch: When I first got to Park Place, I wanted to do some claim testing. We did ask customers, if we could make a claim, what type of claim would you want? We generated claims internally, and then presented all of those claims, let's say about 15 of them, and the claim that bubbled up to the top was that we could fix it the first time and guarantee it. It was so strong, that when we spoke to customers who were not our customers, but they were prospects, they said that if we could make the First-Time Fix Guarantee, if we could support it, they would switch to Park Place.

Jennifer Deutsch: It then became a switcher strategy. Again, we had to be able to deliver it. When I was at Renaissance Hotels, we made an offer to guests that we could deliver fresh hot coffee with their wake up call. That's before people were using their cell phone alarm. Obviously, dating myself, but even if you have a cell phone, I think people still ask for a wakeup call. To have the wakeup call timed to, I answer the phone, it's 7:30 in the morning, thank you for calling me. You get up.

Jennifer Deutsch: You walk outside your door and there is a fresh pot of coffee just the way you want it with all of your condiments, et cetera, is pretty amazing. Okay. Now that's marketing and operations connected at the hip. You make the claim, you'll have coffee, at the very same time that you have your wakeup call, and it's going to be hot, and it's going to be perfect. We had to make sure that we could deliver. We had to make sure at Park Place that we could deliver the First-Time Fix Guarantee, that we're fixing it first the very first time.

Jennifer Deutsch: What if you got your wakeup call, you went outside and your coffee was cold? That's useless. You want hot coffee when you first wake up. You want it not only to be hot, but you want it to taste good. That was a real operational challenge. That's why in my lifetime as a marketer, I have literally always been connected to operations very, very closely, and also if we say that we can do it, we must be able to deliver. It is a promise. If you can't deliver on the promise, you've let your customers down.

Sarah Nicastro: You just gave me a really good idea for another podcast we could do together, which is talking about the alignment and the sync between marketing and operations. It's a very good point. If you start making these claims and then don't make good on them, you go from improving your brand awareness to ruining your brand perception pretty quickly. That's a really good point. Okay. I know we're running out of time. Two more questions for you, Jennifer. The first is, what would you say are the biggest lessons you've learned in marketing Park Place Technology services?

Jennifer Deutsch: I think that the first thing that I really synthesized and crystallized, for me, was really the value of customer service and to be the best in the category and that you need to keep innovating. Because I have to tell you something, we run so fast and we run so hard to come up with innovative thoughts and ideas. Our competitors sit back, watch, and then they emulate. I can tell you that we have the tools to see who was sitting on our website. Literally, seven minutes after we launched the First-Time Fix Guarantee, we had 15 people from our key competitors sitting on our website evaluating the claim.

Jennifer Deutsch: We see competitors sitting on our site. We know that they're going to spend the next six months probably coming up with something to attack us on the First-Time Fix. We've got to be thinking ahead. The customer experience is paramount. The other thing which is not only learning from Park Place, but it's a sign of the times, really, is the impact of video content, the reach of video content and quite frankly, supporting it with a little bit of social goes a long way, the number of views, et cetera, so serving up your video content to the right people hopefully at the right time goes a long way.

Jennifer Deutsch: Here's something else, about two years ago, I read an article that said that by 2025, marketing teams will be sitting besides AI, next to artificial intelligence. I remember reading the article and telling my team that we're ahead of the game. Because three years ago, we adopted AI through our chatbot who we named Parker, we personified him, we've turned him into not only a character, but a trademarked visual identity. We are working beside AI. I can tell you that Parker has a revenue stream. He converts people online. We are sitting beside AI.

Jennifer Deutsch: I consider Parker our Drift bot, which is about $1200 a month to be part of a team. We are so pushing our Drift bot that we're on the advisory board for the organization, basically, for Drift. Because we are pushing it and pushing it so they can do more. To summarize, I know it's a long-winded answer, the three biggest lessons, the value of customer service, the impact of video content, and quite frankly, boosting it, and then also the impact of working alongside artificial intelligence.

Sarah Nicastro: I love that, and Parker is another brand activator, right?

Jennifer Deutsch: Parker is another brand activator.

Sarah Nicastro: I love it. Good, good. Alright. Last question, Jennifer, for today is, as a marketer and just as a leader, what are your favorite resources for marketing knowledge, inspiration? How do you keep feeding your own continual education and keep your innovative hat on?

Jennifer Deutsch: I'll break that into two parts, one is knowledge and the other is inspiration. From a knowledge perspective, I read the Wall Street Journal, and I read it because it comes as a business perspective that I spin in my brain into marketing. How can I take this knowledge? What does it mean for me, my business, our brand, and our category? I read the Wall Street Journal and I find it too ... I think it's inspirational, but it's also stimulating. It really makes me think. The other ...

Sarah Nicastro: Do you read paper or online?

Jennifer Deutsch: I read paper. I have it delivered to my house every day.

Sarah Nicastro: I like it.

Jennifer Deutsch: Yeah. I also think that analyst relations is extremely important. I can't read everything. I can't know everything. Having a conversation with an analyst is extremely important. I'll say there are some analysts who can break it down and speak to me as a marketer, and vice versa. We have a relationship with a fellow by the name of Roy Illsley, who is from Omdia. He is the fifth most influential analyst in the tech space. Talking to him is like taking a rocket ship into the future. He explains things so simplistically that I feel that I'm really ahead of the curve.

Jennifer Deutsch: The guy who reads all the technical papers, talks to all the technologists, and he synthesizes it, and conserve it up to me in a way that makes it very easy to digest. Then that helps me to understand where we should be taking our roadmap, how we, in marketing, should be creating content and how we should be talking to our customers. From an inspirational perspective, I get inspiration from my team. For the size of our business, I have a fairly small team, I've got 11 people on my team, and I am the oldest on my team.

Jennifer Deutsch: We have people that range in age from, I'll say, 23 to 58, on the team. From the young talent and the diversity, I learned an awful lot. A 25-year-old looks at social very differently than I look at social. I've got a 25-year-old who runs our social program, and I've got a content guy who used to write for Rolling Stone. I also have a guy on my team who was an agency veteran for 20 years, who was never in the tech space. He writes copy for us beautifully. The team inspires me.

Jennifer Deutsch: Again, I think that the diversity in age, interests, et cetera, really helps us to be a very well rounded team. The other thing that I do for my team, which I actually think is really helpful and beneficial, is we have a ... First of all, we meet every day. Now, during the pandemic, its cameras on mandatory. Everybody has to be in the daily meeting with the camera on. Once a week, we do a deep dive into technology, into our own technology. Because if we don't understand the technology, we can't write about it. We can't speak eloquently about it. We can't explain it.

Jennifer Deutsch: We can't develop pitches. We also work with HR. If HR can't have a recruiting script that clearly communicates, we're not going to have the right people on our team. Again, another long-winded answer, but I'm inspired by my team and by folks within the organization.

Sarah Nicastro: I think that's really cool. Jennifer, thank you so much. I really, really appreciate you coming and sharing openly and giving such great examples and food for thought. I would say to our listeners, I approached Nicola who, who's been on the podcast before to connect me with Jennifer. Because just through watching what you guys are doing on LinkedIn and the different messaging that you're creating, I was impressed. I think that you probably don't need any more companies coming and sitting on your website looking for inspiration, but I would actually urge everyone that listens to this to do just that.

Sarah Nicastro: Follow Park Place on social and check out what they're doing, because it really is good. It's something that I think a lot of folks could learn from. Good for you for setting the bar and doing such a great job. Thank you very much for coming and sharing. I'd love to have you back sometime.

Jennifer Deutsch: Well, thank you. It's been a pleasure chatting with you. If any of your listeners would like to have a conversation, I'm very open to it. I would love for you to check out our website. I would also love for you to be our customer and join our client advisory board. Thank you very much. It's been a pleasure chatting with you.

Sarah Nicastro: Thank you, Jennifer. You can check out more of our content by visiting us at futureoffieldserviceref.ifs.com. You can also find us on LinkedIn, as well as Twitter at the future of FS. The Future of Field Service podcast is published in partnership with IFS. You can learn more about IFS service management by visiting www.ifs.com. As always, thank you for listening.

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March 24, 2021 | 31 Mins Read

Panasonic Sets its Sights on Service‬

March 24, 2021 | 31 Mins Read

Panasonic Sets its Sights on Service‬

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Karl Lowe, Head of Panasonic European Service at Panasonic Heating & Cooling Solutions Europe, joins to talk with Sarah about the company’s strategic objectives around service, incorporation of remote assistance, and customer focus.

Sarah Nicastro: Welcome to the Future of Field Service podcast, I'm your host, Sarah Nicastro. Today we're going to be talking about how Panasonic has set its sights on service. I'm excited to welcome today to the podcast Karl Lowe, Head of Panasonic European Service at Panasonic Heating and Cooling Solutions Europe. Karl, welcome to the Future of Field Service podcast.

Karl Lowe: Thank you.

Sarah Nicastro: Some of you may have had seen we did an article with Panasonic on Future Field Service in 2020 and talked a bit about the then new role that Karl was taking on with the company and some of the things that, that he had planned. So today we're going to dig into that a little bit further and talk about some of the lessons learned and evolution of that strategy and what Karl is working on. So Karl, before we dig in to the conversation, why don't you tell our listeners a bit about yourself and your role with Panasonic?

Karl Lowe: Yeah. So as you said, my name is Karl Lowe I'm Head of Service for a Europeans Panasonic organization which is known as Pappy Heating and Cooling division. And I joined Panasonic actually a year ago in two weeks from now, so nearly a year. But my history within service is it goes back around 24 years. So I've been in the HPAC, the organization for that time started as an apprentice and had done various different roles as an engineer, project manager, service sales, and so on and so forth.

Karl Lowe: And now I've in the last 10 years, spent my time really developing service organizations for OEMs in Europe. So actually this is the first time I've worked for an organization outside of Europe and so it's different. But fundamentally the core elements of what I do in service are the same no matter what the company.

Sarah Nicastro: Good. And you were brought on to Panasonic's specifically to really evolving the company's strategy and mission around service. So tell us a little bit about what Panasonic sees in terms of the service opportunity and kind of evolving the organization and in its service mindset, its service offerings, et cetera.

Karl Lowe: Yeah. So I think Panasonic is no different than many organizations I've worked for within the HPAC industry and that they're very product centric, but that is changing. I think fundamentally companies are now starting to realize that the product is of course massively important, but actually more customers are focusing on the solution and satisfaction in general. And Panasonic has recognized that, hence why I've joined the company is to help try and provide first of all a better solution all round to the products that we provide.

Karl Lowe: That may be things such as including switching based contracts, obviously the consumer sort of monitorize our service offerings as well but also providing a better end-to-end customer experience. What we're aiming to do within a service is to become a differentiator between our competitors and what we can offer within the service and that may be around, as I said, subscription based service contracts, maybe trying to offer generally better support around the products that we sell. But it's moving away from simply being a solely product manufacturer to kind of a solution driven organization.

Sarah Nicastro: It makes sense. It's so interesting to me to hear anyone that I interview summarize it so simply, but knowing the complexity that's really underneath that evolution, right. I mean, you think of how in many manufacturing organizations service has just historically been a bolt-on and an afterthought, a cost center and that shift to thinking about how it can be a strategic differentiator.

Sarah Nicastro: How it can set you apart from your competition, how it can be a huge brand impact is a really big change. So, when you joined the company the first thing you did was conducted a maturity assessment to sort of get a lay of the land and really to understand where you needed to start from. So I think it's interesting for you to share a bit about what you looked at and, and how you did that, because I think an important starting point for anyone new to a company or not to really begin this journey from. So tell us about how you did that.

Karl Lowe: Yeah, so that was quite actually an interesting project for when I joined the business is, was to really understand where the lay of the land was. So I think I said to you before Sarah, is that we tend to operate as a siloed approach within Panasonic. And that's simply because what we call NSCs, National Sales Companies have been kind of independent sales organizations.

Karl Lowe: So, they've been reasonably autonomous but obviously within service, what we're trying to offer is a sort of a little bit more of a top-down approach adding some governance and structures to what we do. Because what we're aiming for is a consistent customer journey. So a little bit like going into a, sort of a Mercedes, BMW garage, something like that, it doesn't really matter where you enter what country, you'll probably get the similar kind of service and that's really what we're trying to aim for.

Karl Lowe: At the moment different just because every organization that we have in Europe within Panasonic Heating and Cooling is a fundamentally a standalone organization. So it was important for me to really understand the maturity of each organization so that we could effectively see where our strengths and weaknesses were. So we conducted a maturity survey we asked each of the countries including the country manager and the service manager and their associated teams to really ask these questions to provide an understanding of where they are now, from there we asked them to put in a target of where they would like to be in the future so a year from now and then what they would need for that to happen. So the emphasis is not purely just on them it's also on me as the service tied on the organization to perhaps provide certain resources for them to mature their organization.

Karl Lowe: So we've done that now we've conducted that survey and we assess all of the targets. And the idea is that each NSC should create or should complete survey about 40% of those. And if they do, we will see the maturity of the business increase, but also there's a correlation between the maturity and the I suppose the service sales [inaudible 00:07:08] a business. If we mature the business, we should see that their profit should also increase as well. We should also see things like customer satisfaction improve. So there's a lot of benefits. It's not just about effectively moving and shifting to the right, because it's a number that we want to increase by. There's a correlation between that benefit in other parts of the business and service in general so...

Sarah Nicastro: So when you conducted that assessment what were you asking on the survey? And by that, I don't mean necessarily every individual question, but were you looking at... I'm curious what all categories you looked at. Are you looking at mindset? You're obviously looking at status, like actual numbers and factual data. Are you looking at mindset? Are you looking at processes? Are you looking at technologies and use? Like, what was the gist of the view you were trying to gain by doing that research?

Karl Lowe: Yeah, so we broke it down into kind of three topics. And really what we were looking for is, I suppose the first part was the collaboration. Did we see strong collaboration between the traditional product sales teams and the service teams. In my experience, you don't always get that. I think sometimes the product sales team will work completely autonomous from the service team and vice versa. And I've seen the good and the bad from that as well. I've seen it when you have very high collaboration, that actually it benefits the business and the customer as well.

Karl Lowe: So I was really keen to see actually, how was the collaboration, was it bad? Was it good? And actually generally that seemed to be pretty strong within Panasonic, which was good to see. But really what we were offering fundamentally is warranty support. So we were on the first run really of the service stylization model with generally around full product support. There was nothing more that was fundamentally added other than that.

Karl Lowe: A few countries offered service contracts, but not a great deal more. So I really wanted to see how the collaboration was. We also asked questions that were related to service sales. To did we proactively drive sales through spans, through upgrades, through service contracts. And we also asked a little bit about sort of the operational sides of the business. Did they have a CRM, did they track KPIs, that sort of thing. So we had a rounded kind of a survey. Only 18 questions, but it really kind of tried to target each point fairly quickly. So we could then kind of understand where we sat. We took that data we then we're able to put that onto I suppose an overview, a bird's eye view where all of the countries sat within the maturity organization.

Sarah Nicastro: Okay. That makes sense. So, you said one of the overarching goals is to create more cohesiveness and improve the customer experience. Now, in a situation where you're only directly providing that service that is challenging enough. But in a situation where you have these NSCs even more so, because as you said, they're accustomed to operate in quite independently. So how are you handling that challenge? How are you navigating the need to take a little bit more control, provide more governance, but still allow them to feel as though they have some autonomy?

Karl Lowe: Well, I think what we found from doing the survey was that we had 10 points between the lowest maturing organization and the highest mature organization. Actually, in reality, that's quite a big difference and that's a difference between an organization making zero service sales, making around 3 million U.S service sales per year. It's a difference between a team of three and a team of say 16.

Karl Lowe: So there's a lot of complexity with the maturity, the higher you go up as well. And what we found was that the best thing for us as part of our service strategy was to really focus on the operational side of the business to begin with. So that was very clear to us because we had a lot of different systems and processes simply because each organization worked independently. And we wanted to create that, as I said, that sort of governance structure to be able to support the NSC with kind of best in practice.

Karl Lowe: So a single CRM, rather than many different versions of CRMs. The IFS solution, which is now the C rolled out and so on and so forth. Adding sort of structure around the P&L reporting. We have many different ways of effects would be called in labor. And that's because it was reported within our ERP system with different codes. So it was impossible to see how many service contracts that we solved this year, because quite frankly each country just reported the code in a different way.

Karl Lowe: So they're the sort of the things that we've tried to focus on first to really help the NSCs to first of all kind of work and report in the same way. It would be very easy of us to say, "Okay, we're going to really focus on driving service sales and service salespeople into the organizations." But frankly that just wouldn't have worked because the support function, the operational function just wasn't there to begin with.

Karl Lowe: So we're on that kind of roadmap first of all, operations, then it's kind of the monitorization of service sales of support that's going to be coming in sort of the phase two parts of the strategy. And then it's kind of phase three continuous improvement and taking that to the next step.

Sarah Nicastro: How has this mission been received? How are the NSCs reacting to the change and to what you're looking to accomplish?

Karl Lowe: I think generally and actually it's an interesting time for us because we've just gone through employee survey time. So generally I think it's been positive. It would be wrong to say that everybody's happy because I think that's just impossible. But I think generally we need to do a better job of communicating a strategy at the lower level. That's where we we've perhaps not been a particularly great at making sure that that message is filtering and cascading down. There's a few reasons for that, we're working on a service development program to train, not just from a physical training on products, but also development of our managers, our leaders, and that takes time to kind of implement and then cascade down to kind of the next level and so on and so forth.

Karl Lowe: So we are trying to create a little bit of a movement and I hope the next time round we'll have a better connect between what we're trying to do at strategic level and how that works as maybe an engineer in the field and how they link to that as well.

Sarah Nicastro: Right.

Karl Lowe: So I think also as well in the current time that we're in, that's been difficult because we're not able to able to travel, we're not able to go on meetings physically and that's what I personally love to do is to go out and see organizations and ask the questions, get the kind of feel on the ground as it may be. It's difficult doing that kind of in a Teams meeting, you don't get that same kind of touch and feel that you perhaps would in person.

Sarah Nicastro: Yeah. And even being able to pick up on... I just think it's different being in a room with people you can kind of read people's body language and engagement, and you can kind of tell if someone's maybe has a concern and isn't speaking up and it gives you an opportunity to dig in or speak with them one-on-one. It's far easier to miss those things when you're doing all of that communication virtually there is a big difference for sure.

Karl Lowe: Yeah, I agree. And I think that fundamentally sort of going back to your original question, I think that there is still work for us to do. Fundamentally we're a technical organization at the moment. We've got a lot of technical people and me talking about service sales or attachment ratio, it's very foreign at the moment for us. So, I think we have to be kind of careful in how we approach this. It's not to go too fast, too quickly. It's to be kind of in a steady and stable in our approach and making sure that, first of all, I think our organization feel supported. We're here to help. We want to kind of give them the tools and resources to do a good job.

Karl Lowe: And I think the monitorization and the service sound's elements of what we're trying to do by adding a value to service will come in time. I don't want to run that down their freight we must make money from service that's the wrong approach to happen and I think we would fail if we took that approach. So it's support first and then a slow gradual kind of movement towards servitization and selling services as a solution, rather than in almost a kind of freebie that we give for free just to support the product. So that helps the business as well.

Sarah Nicastro: Yeah. I mean, it's undoubtedly the right approach. We talk a lot about building a strong foundation and you can talk about that from a technology perspective, but you can also talk about that from a cultural and change management perspective and I always say, you don't just... In this situation particularly when you're talking about frontline workers you can't just force compliance.

Sarah Nicastro: Compliance will not give you the customer experience you're wanting to achieve, you really need buy-in, and it takes time in a company that has a legacy that has a history that has a certain way of doing things. It takes time to create that buy-in, but I wholeheartedly believe that doing that on the front end before you try and build on it will be far more successful than trying to rush through it.

Karl Lowe: I agree. I think fundamentally as well, I think it's like trying to create some movement. It's trying to create a culture. And as you said, that takes a little bit of time. We're trying to kind of make sure that the, certainly the service managers are in a position where they can do less of the doing the more of the being. Take them out and have a helicopter view so they can see their organizations. At the moment we're very much kind of reactive on a day-to-day basis. And that's just purely because we are kind of a technical team and we deal when we act in that way. I think services is a bit of both. You have to be both proactive and reactive. It's a dynamic organization for sure. And as a dynamic industry. Sorry. So I think we need to make sure that we can respond accordingly.

Sarah Nicastro: Yeah. There's a lot of psychology in it really and it is really interesting but it's multilayered and a lot of hard work. The other thing I was going to say, I don't want to get us too off track, but this point has been coming up a lot in my recent conversations. So I wrote quite a bit last year, and even in my predictions article looking at 2021 about how there's this greater openness to change as a result of COVID. Right. So we've seen companies that have just by force or just in terms of recognition have realized, "Okay, we need to do some things differently. We could use this new technology or we could change and do things this way."

Sarah Nicastro: And there kind of been this increased acceptance of evolution and agility and the need to become creative, et cetera. And I do believe that, that's true and I think that's still true and I think it will continue to be true. But what I've been thinking a little bit more about this year is while that, that openness to change at the organizational level is true. There is a weariness when you really get into employees. Like there's a personal weariness that I think exists this far into the situation we're all in.

Sarah Nicastro: It's been quite a while since we've all experienced "Normal life" and so I think that when you think about what people are going through, all of us as human beings personally, and then you think about coming to work and having it be change, change, change, change, it is lot. And so I think the other thing is while there's this maybe increase in awareness at the organizational level for how we need to evolve we need to be very cognizant of the fact that the employees we have are humans and they're going through a lot as human beings and we can't lay too much on at once. We need to just be conscious of that weariness, I think at the individual level. Does that make sense?

Karl Lowe: Yeah. Absolutely.

Sarah Nicastro: It's just something that's been on my mind a lot lately. Anyway very typical for me to divert. So, let's go back to.... I wanted to talk quickly about one of the first, I guess things that you did from, I don't know that it was one of the first things, but one of the things that I'm aware of that you've done from the operational level is introduced remote assistance.

Karl Lowe: You're right.

Sarah Nicastro: Okay. And so talk a little bit about the role that remote assistance plays in really trying to drive that unification, and create more consistency. And then we'll talk a little bit about how we see the use of that technology evolving.

Karl Lowe: So, I think I said before we implemented around the start of kind of COVID period, actually, so when it first started to become a quiet prevalence in around the world, it was actually coincidentally, but it just seemed to happen at that point. And we introduced this into two countries as child pilots so effectively UK and Germany. We've gone those consecutively for a period of a month and then we decided to roll it out across the rest of the organization. I think actually it was interesting to begin with because to me seeing the technology, it seems like a little bit of a no-brainer, but I think seeing the engineer's feedback initially it was mixed, I would say to be fair. And I think sometimes we all have different filters in front of our faces.

Karl Lowe: And I think sometimes the message coming through is not always the same. So I think in some cases, engineers were like, "This is pretty cool. This is really going to help." Could see kind of what we were looking to do. I think our engineers were, "This is going to change the way I work. And what this means is you don't want me to travel anymore and you don't want me to go out and see customers, and you don't want me to do site visits."

Karl Lowe: Actually, that wasn't the case. What we always saw this as was effectively a tool in the toolbox. We also saw that there was a lot of inefficiencies around when we dispatch an engineer. We would sometimes maybe go to site and then realized it was not actually not a product issue, it was an installation error or something that was not related to warranty.

Karl Lowe: And that was quite common actually. And that's nobody's fault it was just the case that maybe there was a wire installed the wrong way rounds. And that was kind of for us, a good trigger points to say, "Okay, we can help the customer quicker. We can reduce inefficiencies and reduce costs by using the lights as technology."

Karl Lowe: And that for us is where we've kind of now each month gone from strength to strength. So we saw very little uptake on the data for the first few months. The UK team too adopted it pretty quickly. And actually for many months they were kind of the highest usage across the whole of Europe. So what we decided to do then was to create a monthly kind of score report, not to kind of name and change, but effectively just to let everybody know the systems here. Actually the UK are ahead of everybody to kind of create a little bit of competition.

Karl Lowe: And we send that to everybody in the organization, including our MD actually, he gets a copy of that. And it was interesting to see afterwards that we started to see a little bit of kind of internal competition come in. The Germans started to kind of climb up and that's, you're able to tip the Brits. And actually now we see the Italians coming in and they're overtaken. So it's quite interesting to see now that each month the usage is going higher and higher and higher. So it's been used as we wanted we're starting to see teams network together which is great because it's not a chairman because of the siloed approach before we may have a technical expert in Germany that has the answer that maybe the UK guy doesn't, and now we can bring in that expert. So we've linked teams together, which is obviously a real benefit.

Karl Lowe: So we see it going from strength to strength actually. So it's been nice to get to this point nearly a year on, and to have it integrated into all of the NSCs and to see a lot of the countries now using it as a daily tool.

Sarah Nicastro: So if you had to kind of summarize the you know, the wins or the value you've realized so far, and then sort of how you see the use of the technology evolving how would you summarize that?

Karl Lowe: I would see it not as a quick win. I think it's something that you, I suppose, depending on your size of organization, we've got quite a large service organization here of maybe sort of around 60 to 70 people. So actually it takes time when you're working at organizations of that size and bigger. We didn't force it as something that this must happen. We sort of placed it there and then we just monitored and saw that because I think fundamentally engineers, and I can say this because I've been one myself, they're an unusual breed sometimes. And I think that because they can be remote and they can be in the field and they're disconnected from what's happening within the office or that are more strategic level, they don't always see kind of what the good intention is.

Karl Lowe: So it may be that they worry about something that is not the case. And that certainly was something we experienced in some of the NSCs that they were perhaps a little bit worried about what we've been trying to do with the technology. I think now that seems to have subsided and we've seen that as I said, that the uptake is increasing month by month, so we're quite excited about it. So my advice, I think for anyone implemented would be to look at this as something that maybe will take a few months to get to kind of where you wanted to be. It wouldn't be something that I think you could drive instantly.

Sarah Nicastro: Well, and again, that comes back to compliance versus buy-in. Maybe if you wanted to force it, you could, but you don't want to do so where there's more of a resistance. You want people to actually see the value in using it. Think it is a good idea, though, what you said about the visibility into use and kind of making it a little bit of a game or a competition and just getting people excited about competing with one another a little bit.

Karl Lowe: Yeah. That's right and actually it was interesting as well, because we saw examples where we would have a guy on the phone for three hours trying to explain the technical issue and then actually just pointing, but why were you on the phone for three hours?

Sarah Nicastro: Right.

Karl Lowe: We had a very similar scenario where we were able to show a free hour call versus a 10 minute remote assistance call. And the difference it was the same problem and the solution was the same, but actually it took two hours and 50 minutes quicker than the phone call in that way, a picture paints a thousand words. So there's very good examples of that. And I think if you keep pushing that message, eventually it tends to kind of come into the play and say, "Okay, I get that message now. Yeah. Okay the tool."

Sarah Nicastro: Well, and there's kind of that certain element of, I think of it in relation to parenting right, where you can say something 300 times, but sometimes it takes them doing it themselves to learn the lesson. Right. So, you obviously have to keep saying it, you have to keep showing it, but sometimes it's that first use of that technician being like, "Oh my gosh, that took 10 minutes and then it's like, I'm sold now this is a great tool." Right. So, you have to look at both sides of that.

Sarah Nicastro: So you're using it for, I don't want to speak for you, but let me just recap a couple of the points that I'm assuming. You're using it to have remote resolution of things that really didn't warrant an onsite visit and in certain instances, right. So like you said, if it was just something quick and easy where you would have had a trip onsite before, if you're able to see it, then you may be able to just do remote resolution. Is that accurate?

Karl Lowe: Yeah. I mean, if fundamentally in the time that we're in at the moment, health and safety is paramount to us to what we've asked for is effectively, if it's not a hundred percent necessary. Don't ever send an engineer use IFS to begin with anyway. Just purely from a health and safety point of view, obviously that's really important to us. Beyond that normal times, we would be sort of looking for the use to be used where we've got, say a warranty claim and very often if it's a warranty claim, no problem at all, it's our responsibility we'll sort that.

Karl Lowe: But we do see from time to time where it's not a warranty claim, it's an installation problem, or it's something has happened that's not actually a Panasonic issue. It's very difficult for us as a manufacturer to be able to say, "Well, I'm sorry, we can't fix this unless you pay us for this." Just generally we'll do it as a gesture of goodwill, but that's a cost us.

Sarah Nicastro: Right.

Karl Lowe: We can still provide that service, but now we're just doing it remotely and of course the costs are dramatically reduced in that way. And also it's more efficient in addition to that as well, where you have customers that have maybe heating products in the winter periods. No, hot water and no heating is a really big deal so again, we've had cases where we've been able to provide rapid response in minutes where normally it may be a day or two days wait for a technician or at the very least several hours where we've been able to help the customer remotely have the heating operational again, in the matter of the few minutes so...

Sarah Nicastro: So, I want to kind of segue into an adjacent conversation, but it's interesting because from an outsider's perspective this technology it's super powerful and it's really exciting. And I understand some of the emotions that can be tied to it from the technician perspective. But when you really look at, like you said, how to just make it a tool in your toolbox it's really pretty cool, right. Because you're able to... Things that didn't need to be handled on site can be handled remotely.

Sarah Nicastro: That improves customer experience, it saves Panasonic time and money makes everyone's lives easier. In a situation where you do ultimately use the technology and realize you do need to go onsite oftentimes you have a better idea of what you're going in for, right. So you kind of have a little bit of information going into the visit on what you might be tackling, right.

Sarah Nicastro: So that can improve your, your first time fix rate, resolution rates, et cetera. And the other thing is, like you said, that collaboration, that knowledge sharing, the connection of those remote teams to be able to draw on one another and leverage each other's expertise is huge. And we also see companies doing quite a bit when it relates to knowledge management. So not just allowing that collaboration, but capturing some of that so that you can use that in future scenarios.

Sarah Nicastro: And then the other thing that I think is really cool, that's possible with this is the idea of how you can use it for training. Right. Maybe you get in a situation where you have an older technician that doesn't want to be out traveling all the time anymore, but he can be in the back office, he or she instructing folks that are out in the field.

Sarah Nicastro: So it's really cool, but I want to go back to your point, which is like any new thing, you talked about how that communication from the top on what that strategy, what that vision is, can take some time to trickle down. And in the meantime, when you're introducing things like this if there can be some question. So to your point you've had some folks that maybe were a little put off by this because they like traveling and they want to be out in the field and they feel like maybe this is something that's going to take that away from them. Or in other situations I've heard stories of technicians thinking like, "Is this gonna replace my job? Is this taking my job?"

Karl Lowe: Right.

Sarah Nicastro: So, I guess there's a couple of topics here. The one is what you spoke about earlier, which is how you communicate that strategy to folks so that they feel more at ease. But I think the other thing that's important to talk about is the strategy itself. I think that a remote first strategy is really smart, but people need to understand it's not remote only so that's kind of the differentiation that is important for the workforce to understand that you're not trying to take that away from them. So, what are your thoughts on this? How are you tackling it? What are some of the ways that you're furthering those communications and trying to address some of those concerns?

Karl Lowe: I mean, it's such that this technology I think, has evolved reasonably quickly with recent times almost of kind of pushing that as a necessity. So I think in some sense, it's caught some industries off on the back foot a little bit, because we're so used to doing a physical intervention rather than a remote intervention that's happened for years and years and years. So it takes time to get used to that to say, "Okay, it's remote first. And then physical seconds."

Karl Lowe: As you said, it will never replace, there will always be a need to have to go out and do a physical intervention. But we are only now just getting sort of starting to really look at the data with regards to what is the ratio now I think is for me, it will be very interesting to see where we can really make those savings and efficiency.

Karl Lowe: I think for us, where it's a steady as she goes kind of concept still for us. And as I said earlier, the main thing that we're doing it's almost a slight nudge each month. Here's the report usage by country. These are the people not using it and these are the people using it these are the amount of calls.

Karl Lowe: It's just creating a little bit of internal competition, friendly competition, of course. So for us, we found that's the way that works for us is to provide that kind of gentle nudge in that direction, rather than the really hard push. Of course, we've emphasized the need for health and safety. And that goes without doubt. But I think we found because of, we can see the increases month, a month, a month that strategy is working for us. So, we'll continue to do that and hopefully we'll see these increases in continued to go in the right direction.

Karl Lowe: And I think as we grow and evolve our service organization as well, we'll find new ways certainly to do that. And I think I said in another conversation with you, it's sparked conversation around Panasonic, around training, for example. Do we have a physical training room? Or can we have a training room, but then it has cameras that we can do remote training in that way? Rather than trying to get everybody together from different organizations, different countries that's a hard task, it's expensive flights, so on and so forth, people's time out. But actually, if we can do that training in a remote way, then again, that's something that we can do. So it's interesting how that topic is kind of sparked off other conversations.

Sarah Nicastro: Yeah, and it's so interesting to me, that's why I say this technology is exciting to me because I do feel like the companies that ultimately deploy it for our specific need or opportunity, then you start seeing the light bulbs go off like, "Oh, and we could also do this. We could also do this. We could also do this." So, I liked the point about promoting, but not pushing the use of the technology.

Sarah Nicastro: You referenced earlier when you spoke about the employee survey that you just said, you're also looking to improve communication to the frontline workforce on exactly what that strategy is, right. To also put them at ease of, "Look, no, one's trying to tell you that you'll never go onsite and all of those things." Right. So that, that's kind of the other part.

Sarah Nicastro: I have two more questions for you, Karl and the next is because you were a technician yourself, it makes me interested to ask you where you do see this going, because I think that no one is saying remote only, but I think it is inevitable that the field technicians role is changing and will change. Right. So, if you just look at Panasonic's journey, you're in the earlier phases of this Servitization life cycle, right.

Sarah Nicastro: You're really kind of getting some strong foundations set to really begin that journey. But, ultimately the skillset that you need a technician to have in a servitized business model is different in some ways than in a more technical service operation. You need to think more about soft skills and customer relations and stuff like that. And so what are your thoughts on that evolution? Like what do you think a field technicians role will look like? And I'm not just saying at Panasonic's, I'm not asking you to speak about plans I'm asking you more as a former technician. Like where do you kind of think this is heading?

Karl Lowe: I think it's without doubt, I think it's evolving and I think it's evolving pace. I think remote assist is one part of that in whatever technology is used. I think we, again, we've talked about this in a previous conversation, but dispatching an engineer it's an inefficient process. Most of the time is traveling to and from site very often that a good technician, whatever industry they are in will probably have a good idea of what's needed and be able to fix the issue relatively quickly when they're on site. So that inefficiency can be removed, but it will always be a need to physical intervention. But I think in combination of that is this technologies, for example, 3D printing. If you look at a technician, they will often go to site they'll then say, I need this part. I don't have that part.

Karl Lowe: We then have to set the quotation to the customer and so on and so forth, and then revisit the site again. So again, a lot of waste, a lot of inefficiency, but then what if you could say, "Okay, I can use remote assist. I know what the part is that's needed. And I print the part now." Say a fan blade or something by that, or even if he has to visit sites, he can print the part physically in his van using the 3D printing technology.

Karl Lowe: So I think that's, again, will start to happen in the future as well, so that you make sure to supply chains, quicker resolution times and so on and so forth. So I think it's a natural evolution of kind of the technician. And I think as we start to kind of... We're only scratching the surface, I think at the moment. So I think it's exciting to see what will happen in the next few years and how different technologies combined with the motor system will make the process even more efficient.

Sarah Nicastro: Yeah, I agree. And I think we've talked about this quite a bit today, but it's exciting when you're setting the strategy. But you have to remember that the people whose roles are evolving it can be less exciting. Right.

Karl Lowe: Oh, yeah.

Sarah Nicastro: So, that's kind of part of the theme of what we're talking about is, it's important to temper your excitement for the company and the future with some of that anxiety that that frontline workforce can feel. And another thing we haven't even talked about today, and we certainly don't have time to, but maybe another day is the next generation of what that workforce is going to look like. Right.

Sarah Nicastro: So, they'll have yet different emotions about how all of this should be done and whatnot, then, some of the incumbent workforce. So it's a really interesting topic and I'm excited to see where things go. I think there's a really interesting handful of years ahead of us. But I think it's a good reminder for service leaders to remember that there are real people on the front lines that have emotions and that needs to be considered.

Karl Lowe: Yeah, I agree. I think also as well, that the thing I think to remember in any implementation of things that are sort of more technologically advanced than the previous is that, that technology doesn't necessarily kind of get taken up by the people at the same rates. Some people will just naturally get it and they will say, "Yeah, this is brilliant. This is the coolest thing ever."

Karl Lowe: Other people may actually be a bit worried about that and that's something that we've certainly learned is that some people may have been resistant, but only because they're not comfortable sitting in front of a screen and talking to somebody like this, not everyone wants a camera shoved in their face. And I think for maybe a slightly older generations, that will be a very foreign thing for them. We've all gotten used to this, I think in this way of the last year, but I think for many people it's still a little bit unusual.

Karl Lowe: So that takes time. I think it takes time and it takes a little bit more of a kind of a salesman's approach to say, "This is not a bad thing. This is just a new way of doing things. And people will adapt over time for sure." But it's certainly at different rates.

Sarah Nicastro: Yeah. Okay. Last question, Karl you've had a hell of a year you came into this role and then everything changed, and this is a big journey that you're spearheading and a lot going on. What would you say is the biggest lesson you, yourself, as a leader have learned over the last year?

Karl Lowe: Patience. That's what I would say, patience.

Sarah Nicastro: That's a good one. Not my strong suit, but I am also working on.

Karl Lowe: It's not mine either but, yeah.

Sarah Nicastro: Yeah. Well, for us then it takes... But we've gotten plenty of practice the last year. Right. And so that's, I guess a good thing in some ways. But yes, and I think that's evident in the conversation we've had today. Right. And I think that, as I said earlier, this type of transformation is just not something you can rush through not if you want to ultimately have success you really do have to be patient and be pragmatic and look at it the way you're looking at it in terms of, okay, this is a long sell. We have a ways to go. Here's, you know, we need to build this foundation and, and go from there. so, kudos to you for a year of really hard work and I'm excited to stay in touch and see how things go. Really appreciate you joining the podcast and sharing your insights today.

Karl Lowe: No problem at all. Happy to help.

Sarah Nicastro: Thanks. You can find more by visiting us at futureoffieldserviceref.ifs.com. You can also find us on LinkedIn, as well as Twitter at the @TheFutureOfFS. The Future of Field Service podcast is published in partnership with IFS. You can learn more about IFS Service Management Solutions by visiting www.ifs.com. As always thank you for listening.

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March 17, 2021 | 25 Mins Read

Pivot to Win: Tackling Challenges to Embrace Chang‪e‬

March 17, 2021 | 25 Mins Read

Pivot to Win: Tackling Challenges to Embrace Chang‪e‬

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Sarah welcomes Jordan Babineaux, former NFL player turned entrepreneur and business coach, voice of the Seattle Seahawks, and author of new book PIVOT TO WIN.

Sarah Nicastro: Welcome to the Future of Field Service Podcast. I'm your host, Sarah Nicastro. Today we're going to be talking about tackling challenges to embrace change and what it takes to pivot to win. I'm excited today to welcome to the podcast Jordan Babineaux, former NFL player turned entrepreneur and business coach as well as voice of the Seattle Seahawks and author of new book, Pivot to Win. Welcome to the podcast, Jordan.

Jordan Babineaux: Thanks Sarah. Thanks for having me. How are you doing today?

Sarah Nicastro: I'm very well, thank you. Now, it just so happens we are recording this episode the morning after the Super Bowl so that seems fitting. I assume you were watching the game last night.

Jordan Babineaux: Yes, yes, and by myself. Trust me, we did not have a big Super Bowl party as one would typically have so we did it safely.

Sarah Nicastro: Yes. All right. Good. All right. I was watching with my four and five year old sons who made sure that I didn't get to pay very close attention to the game because they were asking me every couple minutes, "Mommy, what's that team? Mommy, what are they doing? What does that referee mean?" So interesting.

Jordan Babineaux: Well, that's fun. That's fun.

Sarah Nicastro: It was part watching the Super Bowl and part educating on the sport of football as best I could, so good.

Jordan Babineaux: And the entertainment of enjoying the commercial. I think that's all a big part of looking forward to the Super Bowl. It's like who has the funniest commercial in advertising.

Sarah Nicastro: Yeah.

Jordan Babineaux: Those tend to land well.

Sarah Nicastro: Yeah, I like the Jeep commercial and then we were keeping an eye out for the Nick Jonas Dexcom commercial because my older son has type 1 diabetes and he uses Dexcom. So we thought it was really cool that that technology was being socialized on that type of platform.

Cool. All right. Let's dig in. Jordan, tell us a little bit about yourself and your journey.

Jordan Babineaux: Sarah, you know, I grew up in Texas. I was the youngest of five and anything from your normal childhood upbringing, I mean certainly growing up in the South, you have hospitality, you have this Southern way of doing things and Texas certainly, it's good barbecue. But my upbringing was challenging and surrounded by economic ruins growing up and impoverished kind of environment. Certainly in the South, having to deal with racism and discrimination was a huge part of the challenges that we face both personally and as a family and as a community.

Jordan Babineaux: My father passed, I was eight years old. The sudden death of my dad suddenly left mom to figure things out for her kids. I'm the youngest of five, as I mentioned. Somehow with a little bit of faith and a secretary's salary, mom was able to afford each of us the goodwill of instilling great values of faith and growing up through a church. Education was highly demanded and also the essence of giving back. Even though we didn't have much, I remember my mom feeding kids in the neighborhood. Eating bread.

Jordan Babineaux: But as resilient as she was, we were all able to graduate high school, graduate college. I played nine years professionally in the NFL and my brother played 12 years for the Atlanta Falcons. You look back on it, the older you get, and you're like, "Wow, those childhood experiences." Certainly there's a great connection and better understanding the older you get but the more experiences you have. I'm a father now and so I understand what it's like to really sacrifice for your kids, create a better road and path for them. And those moments when I've just sit there and dwelled on some of those connections and stories and experiences and trials that I went through as a child, it's heart moving, it's warming and it really brings tears to my eyes to understand and know the sacrifice that my mama really experienced and went through.

Sarah Nicastro: Yeah. I think it's really interesting. The older you get, the more it makes you reflect back on exactly how you were shaped into the person you are and how all of those experiences evolve and build on one another. You continue growing as a person, but all of that is a part of you. So yeah, that's really interesting and I definitely agree that once you have children yourself it gives you a whole new perspective on what your parents went through and what they had to do to set you off into the world.

Sarah Nicastro: Good. Okay. We're going to be talking today quite a bit about your new book, Pivot to Win. Before I get into some of the specific questions I have for you on some of the major themes and points of the book, just tell us a bit about what made you want to write Pivot to Win and what purpose do you hope it serves for your readers?

Jordan Babineaux: I think there's always been a little part of me that wanted to do some form of storytelling. I went to Southern Arkansas University and my major was communications. I majored in broadcast journalism and used print as a minor but in thinking about it, I was in college the early 2000s, that print platform was starting to become less attractive. It was the evolution of the digital age and the internet and things were moving rather rapidly in that direction. And so in a sense, people started to think that print publications would suddenly die.

Jordan Babineaux: But not the case, and here we are today still talking about print publications and magazines. Believe it or not, I'm still one of those persons who order books, and I like to read and highlight and make notes and-

Sarah Nicastro: Me too.

Jordan Babineaux: And scribble in the books. Even newspapers. I get the Wall Street Journal now and even though I have the app on my phone, it's just something about being able to touch and feel and the crinkling of the paper and whatever that does for me in a way. But print's still here. The book, Pivot to Win, evolves from the sense of in 2018, I went to attend a Darren Hardy masterclass in San Diego. Darren Hardy is SUCCESS mentor. Well-known for what he's done through the publications at SUCCESS magazine for over a decade and interviewing, you name it, talking about world changers from the Oprahs to the Elons to the Jacks to the ... I mean, all across the board.

Jordan Babineaux: And then since, he's branched out and created his own platform and we share conversations around mentorship and getting myself to operate at high levels and through performance and that sort of thing. I attended his masterclass and in the middle of, it must have been day two, we're heading to lunch and before our break he says to ... It's a 100 business owners across the globe. Very intimate setting. And he says, "If anyone has been thinking about writing a book, come back a few minutes early before lunch and we'll have a conversation. I'll introduce you to my book team. And there it is.

Jordan Babineaux: Sarah, I'm one of those persons that if you give me an opportunity or you invite me to do something or there is a way in which that I can achieve something, you have my interest. We can't explain why some people do and some people don't. You give 10 people a book. All 10 people won't read the book. But the one person who gets the book obviously thinks something of it and reads the book and they take something from it, adds it to their own life and then a year later you see this person blossom. And then suddenly everyone has this, wow. This overnight success birth of this person that no one's ever heard of when over time the work has certainly been put in and the days of progress has been stacked to reach this culmination of what some people will call an overnight success.

Jordan Babineaux: Well, it's not the case. We went through this process. I come back and I was like, "Well, that almost feels like a dare in some way." I was like, "Wait. Are you really saying that I can do this and you're going to give me access to your resources?" "Absolutely. I'll take you up on that." Here we are. I mean now it's 2021. I finished the book. Once we got started, I made the introduction to my book team, once we got started it became like a 16 or 17 month process of back and forth communication with the book team. I was writing. And Sarah, on top of that I had just rolled into my MBA program at Seattle University. Lo and behold I thought, "Why the hell would I decide to write a book in the middle of my MBA program?" I had no idea what that process would look like or how it would turn out to be.

Jordan Babineaux: But the timing of it for me, Sarah, it was right on. I talk about my childhood and the things that I went through and the early loss of my father and having the battle, the challenges of growing up in a single parent household, five kids and some of those things that we had to overcome. Well, it's certainly built a lot of resilience and perseverance over the time to go through these things and know that there's still light at the end of the tunnel. While I was enrolled in my MBA program, we were in this leadership component of the first three to six months and Seattle University is a Jesuit school to have old Catholicism and practices around formation of the individual and the self and the human body and the person. And it was right for me.

Jordan Babineaux: When I tell you that the discoveries in which I learned in going through these courses brought me and moved me to tears, I finally understood myself a lot better. I understood my triggers, I understood how I felt around certain things, whether it was conflict resolution, finances, relationships. All of these things that we don't know that shapes us through our environment, the people we hang around. Even just embedded in us from our parents. Some of those things that are just in us comes from our parents and their philosophies and thoughts around that. Well, I didn't understand that until I really had a chance to do some inner reflection and turn my lens to focus more on me, and it was very moving.

Jordan Babineaux: In the book, Pivot to Win, I share a lot of those stories and I get real personal. When I say, in a way that's vulnerable. But I'm okay with it now, Sarah. I went through this process of using sports to fuel some of the aggression and anger, but also the joys. It wasn't just about I was just this angry person or anything like that, but it was a way to free myself from all of the things in which I was dealing with. I mean that was why we got involved in sports in the very beginning anyway, because mom saw what we were going through. We were also battling the challenges of peer pressure and dealing with street and violence and drug abuse and all of those things that was just natural in our community.

Jordan Babineaux: But that process, Sarah, when I say I had a chance to just really let go, all of those emotions in which as a child that I masked and just swept under the rug while developing myself into this alpha male macho mentality of a sports figure, I was able to look at them and reflect on them and have a deeper understanding of myself. It was really moving. And it led to Pivot to Win and so I'm happy to share the book, happy to share the stories and my hope is that people will take away the lessons and the successes away from the book and add it to their own life and use it to their own purpose.

Sarah Nicastro: Mm-hmm (affirmative). Okay. Good. That was a lot, but there's a lot there that I totally can resonate with. I think it's really easy to spend a lifetime really distracting yourself from what's at the root of you as a human being, particularly if you've had any challenges in your childhood and your early years. Stuff that maybe you didn't know what to do with, how to process or you didn't have the resources to or you didn't have the emotional energy or the tools to do that. And when you make the choice to dig in, it's very interesting.

Sarah Nicastro: Let's talk about some of the things that come up in the book. You talk about the importance of change and your belief that we must embrace change as a catalyst for growth. One of the things you say is that change can feel like you've lost part of your identity, but it's important. Talk about that belief.

Jordan Babineaux: Great question. Let me think. Here we are, still in the middle of a global pandemic where change and uncertainty, the anxiety of having to deal with what we're all going through both personally and professionally, is more challenging than any time in human history. Certainly I'm still ... Sarah, I'll just say I'm under 40. I'm not revealing my age just yet. But as I push closer to 40, I know that we have seniors and elders who have been through similar situations when faced with tough adversities across our country, across our condition and our economy.

Jordan Babineaux: But change is consistent. It's the one thing that we can guarantee. We used to say this in the NFL in the locker room, is that change is one thing that you're promised. But we also looked at it too as a revolving door. I used to look at opportunities like, "Okay, well if this franchise doesn't think that I'm no longer welcome or my services are no longer here, then there is 31 other teams that I could choose from."

Jordan Babineaux: Change is consistent, but when we pivot and create these moments of change, there's two ways we can look at when going through change. One is, we can refuse to believe that it's actually happening and it's easy to mask or be in this state of disbelief where it's unreal. This isn't happening. Then a year later, five years later we're kind of stuck on a treadmill. Sometimes this treadmill can be a mental treadmill. It's like I haven't even overcome acceptance of my new realities. I think in moving through transition and moving through pivots, we have to first get this understanding and acceptance of what the new reality is. So change from moving and uprooting, from one city to another, or leaving one company and going to another. Change also in the form of our habits. The death of the old self and the birth of the new from a mental standpoint.

Jordan Babineaux: Change really offers us the ability to have this two part. One, we can remain stuck and in disbelief as if things are what we've always thought that they would be. This norm, if you will. And we can define that, if you'd like, as a fixed mindset. It's like, "Oh, this is what I know. This is what I'm used to and I'm going to stick to it." But we can also embrace change. I think when we embrace change from that perspective we look for new opportunities. And though there's loss in change, I understand that, but there's also the birth of something new.

Jordan Babineaux: I think the human mind can really be this incredible cycle and mechanism that can either leave us or move us either way. Where we can be stuck in a way that we're confined mentally. That our circumstances have more power over than what we're able to accomplish or how we're able to move past some of those situations. And then there's also the challenge of the growth mindset. Of, "I'm willing to try new things." Person that's willing to learn and accept change in a way of the filling and belief of new discoveries. I'm not saying that change is easy. Moving through change is one of those challenging things. But I think while focusing in on what's ahead, we can get our mind to shift in a way where it's more powerful and we look at change as new opportunities.

Sarah Nicastro: Mm-hmm (affirmative). Yeah. And this is a big theme in the content that we produce for our audience because if you look at some of the transformation journey the companies that we speak to are on, this idea of managing change and overcoming resistance to change within the employee base, and even just creating a culture of change from the top down, those are all themes. Because it is uncomfortable for human beings. You do tend to want to stick with what's comfortable and what you know and it can be tough to push yourself outside of that.

Sarah Nicastro: Now, as a part of talking about change, you talk about this term. You say, "A personal ground zero." What does that mean?

Jordan Babineaux: Yes. Moving away from the NFL into life after football was the biggest pivot for me. It was such a challenging time both from a mental standpoint, a psychological standpoint and there were times where I felt like I was stuck. I went through this process of kind of understand what it's like to go through change and this certainly ties into the question what you just asked about change and where we are. Fixed mindset, growth mindset. And so I went through and kind of developed what I would call a model, a pivot model to help us move through change. It's five step model, and certainly there are a lot of change models out there.

Jordan Babineaux: A lot of them deal with a two part component. There is an internal side of change. You know, how I feel about myself. Many people suffer from what's called an imposter syndrome. It's like, "Am I good enough? Am I really this person that I portray to be or how does other people view me?" That's the external side of this change model, this pivot model in which we're working through. Because change is tough. Simply put, it is a tough thing to deal with and to have to navigate.

Jordan Babineaux: Ground zero is what I would identify as step three in this change model. The first step is to recognize. It's like, "Well, am I in a pivot? Am I in a change? How do I know when it's time to pivot?" You can really maybe answer that question in a way that, "Do I feel like I'm living in my purpose? Am I being of value? Do I feel stuck?" Those kind of questions. Those personal reflection questions could help us answer whether we're doing meaningful work.

Jordan Babineaux: I think, Sarah, we all want to feel more valued. We all want to create greater impact in our lives, but how do we do that? And sometimes this step one of recognizing, "Am I in a way where I can leverage my relationships, position or skillset to provide more opportunity or to create the greater impact that I want in my community or for my family?"

Jordan Babineaux: Then there's a decision process. It's like, "Okay, well ..." I mentioned this term or this phase of being stuck and this sense of acceptance of the change. It's like, "Well, do I want to accept the change or not?" To me, there's a decision right there and that's the powerful stage. I was pivoting away from the NFL and I was moving into my broadcasting career. But at the same time in my mind, I was living in Los Angeles and training to go back for year 10. But I also knew that life would happen and eventually I would be a former football player. I would be a former athlete. And so what was the transition in being able to set myself up to have a smoother transition, a smoother pivot?

Jordan Babineaux: Pivots, planned or unplanned, there's still challenges in change. We can have a planned change and still have to navigate success or re-identify success as I say that I had to do. It was no longer tackles and interceptions and touchdowns. Suddenly success became a lot different and I wasn't clear about what success looked like for me. But I had to make a decision. I remember working with my speech coach, my on-camera coach and he was noticing that I was kind of still answering questions in a way that I would as if I was protecting the team, like I was still in a locker room. Not willing to throw guys under the bus or really in a sense, for the viewer, not being truthful.

Jordan Babineaux: I think when he said that it's like, well, the viewers don't come here to get this shallow type of delivery on whether your position around protecting a player, just because they may have given up a touchdown or been at fault for a missed assignment. All they wanted was the truth. And so I started thinking about that in a way. How do I be more creative in a way that doesn't feel like I have this sense of hatred or anger or bitterness toward these players who are still playing because I still want to play? But also, because I want to give my viewers something truthful.

Jordan Babineaux: So my wording changed a little bit and I would use words like, "Well, this position, which should have covered this area of the field may have bid on a play action." Anyway, I said it in a way where you can create gaps and it was digestible for the viewer to still understand it. So the decision part, for me, are you a player or are you a broadcaster? It was a tough decision but it was an easy decision because the NFL is kind of like either I can sit back and wait on someone to call me and still go through the politics. There was a new collective bargaining agreement that just happened in the CBA, so you saw teams moving to younger players. Even the base salary for where I was in year 10, a team can get three players and younger. So I made a decision. I was like, "Yeah, I'm moving into broadcast. I'm going to create my own opportunities. I'm going to take this path and I'm just going to figure out what it is."

Jordan Babineaux: So here we are at ground zero. Ground zero is step three and it's kind of like this, "What is my new norm?" Things change. Accept it, dude. Something's changed in your life, now you have new routines that you have to create. You have personal values in which I had to reflect on and get real with myself. I think that was it. It's like, "Dude, get real with yourself, okay? You're no longer a football player." And this cycle of that mentality is the same reason why you see professional athletes pivot away from sports, then in a few years later have relationship issues, financial issues. It's because this mentality of still living as my old self, the habits that I created, has really set me up for disaster. And so there's this state of reality.

Jordan Babineaux: I'll move through step four and five rather rapidly but because ... I talked about the imposter syndrome. Well, step four are these continuous acts of courage. It's like, well, even though I feel like a broadcaster, I majored in communications, I knew this was the path that I wanted to take, it just didn't feel like normal. I didn't feel like me. So I was in this process of discovering who the new Jordan Babineaux was.

Jordan Babineaux: You know, Sarah, you hear people say it's like, "I want to reinvent myself." And it's like, "Oh, well. I cut my hair, or I dyed my hair, or I changed my wardrobe." Well, that's not a way to reinvent yourself. I mean, you changed your looks but if your habits, your activities and your mannerisms are still the same, then you're still this old person with shorter hair. And really looking at how we want to reinvent ourselves. I think the one thing that you have to get real with yourself is what are my behaviors? What are my attitudes and what are my habits? When we start to ask those questions, that's when the real process of change starts to happen.

Jordan Babineaux: The fifth state is transformative. It's this level of transformation where I'm in a state of acceptance, I understand my new values. It maybe be re-identifying what those are, establishing something new, creating new habits. But the reality in this transformative state is that I'm no longer feeling stuck. I'm no longer feeling like the work that I'm doing is meaningless. The people that I'm touching, my customers or even my family for that matter can see this new sense of me and I'm moving into this transformative state. But it's this deeper sense of awareness where you feel more connected to that purpose. Ground zero is a way to help you get there.

Sarah Nicastro: Yeah and again, just relating this back to, I guess, insights that our audience would be familiar with. When we talk about projects or efforts being derailed by a lack of change management, I think relating it back to, Jordan, what you're saying is because as service leaders, as companies, they can overlook steps one through four and just try and get right into the transformation and the employees as individuals haven't yet come to grips with the fact that resistance is futile and that they need to adapt and that can cause some issues.

Sarah Nicastro: Okay. Let me see. Okay, so a couple of other things I want to talk about. One is as we change, personally or professionally, we're going to falter and even fail. There is no way to perfect this process. I don't think that failure is normalized enough. For us as humans, but particularly in the business setting. Talk a little bit about any advice you have on how to embrace mistakes.

Jordan Babineaux: Well, let's pick up from the business side. I think one of the toughest things to do is implement change within your company. Again, we have the growth mindset versus fixed mindset but take for instance change in the medical industry as where we are now. You have an extreme change in terms of now you see doctors and institutions move into telemedicine. From a doctor's standpoint it's that they're embracing this change whether they wanted to or not. Certainly it was forced upon them. But then there's other elements around change that seems to align or help create a sustainable or successful change.

Jordan Babineaux: I'll give you one instance. Let's take for instance the skills, a skillset. It's like, well, the skillset needs to change. Let's take implementing a program. Whatever software or program that doctors are using, but they may not have been familiar with them. Those things have changed. Does the change support the company culture? Does the change support the company values and the mission? We haven't even got to the human element, so let's add that. Because people naturally are resistant to change.

Jordan Babineaux: I was reading a book called Switch by the Heath Brothers. It's like they describe change by the elephant and the rider. You have the rational side of, "Yeah, I know I should change," or being able to understand that maybe the value of the change is greater than the actual change itself. But then there's the elephant. There's the emotional side too as well. When you add that part of it in, then it's well, the elephant always wins, man. Come on.

Jordan Babineaux: But back to the medical example that I'm giving is that in change too, particularly in the medical field, is that there's a gap. You have change agents and you have recipients of the change. Take for instance our elders who are used to personal touch, who are used to going to the doctor. Who for some, that may be the only time that they get outside, is to go visit their doctor. And then there's barriers with that. You have people who don't have adequate internet, who have WiFi challenges. Or now having to have a conversation with a doctor through video conference and the doctor is going to diagnose me through video or ... So there's a certain level of trust that's lost in that change as well.

Jordan Babineaux: I just look at change from the perspective of, on the business side of this world, there's so many elements that's associated with the change to make it a successful change. Number one, one way to make a successful change is you have to get all your stakeholders on board. I reflect back when I decided I was going to MBA school, I didn't really give much conversation to my wife around why this was a good idea. Though she may have understood it, what I didn't know was the ripple effect, the emotional weight that it would have on her in having to deal with me spending 12 hour days in class away from the house, away from the family, et cetera, et cetera. So change became challenge in the sense of it can be challenging if we don't involve all of our stakeholders.

Jordan Babineaux: I'll get back to your question around embodying and embracing failures along the way through change. There are some companies who will invite change where a way where it's part of the culture. Like, "We want you to fail, we want you to go out and try things." There's this learning process, I think, that's more powerful to let's say your sales team who are out in the field, who are having this personal touch with the customers. And they're the ones who are having to be the recipient or the gateway between a product and a customer's success rating. Some companies embody change in a way where saying, "It's okay to fail. We want you to go out and try these things. We want you to be successful in that way."

Jordan Babineaux: Then there are companies who have sales teams who are just standard. They're just the status quo. It's just it is what it is. I mean, it's just the way that we do it. We don't believe in innovation and in today's age where change is so rapid and the growth is so substantial in terms of exponential in the sense of pace. That it's almost like shoving a square into a round hole. It's that we have to be adaptive in today's age. We have to be adaptive in our company culture. We have to be adaptive in the way we serve our customers. We have to be adaptive in our own lives. To me, this tone of adaptability is one of the things that I think that is a great quality to possess when going through change.

Sarah Nicastro: Mm-hmm (affirmative). Okay. Very good. Last question, Jordan, is knowing change is hard and it can be tiresome, how do you stay focused and motivated for the long run?

Jordan Babineaux: One of the things I talk about in Pivot to Win is that when I first came to the NFL, I was a sponge. I used to watch the veterans. I watched the older guys and see what they were doing. During drill work I would see and understand and learn from either their successes or their failures and taking note and certainly I had my chance to do it too. Not that I did everything perfect or everything right. It's that I was just more aware of how can I give myself the best level of success.

Jordan Babineaux: Now Sarah, you may not understand what it's like to be a undrafted free agent going into this highly competitive arena of professional sports. Well, I mean it's almost as if you're a body and the odds are stacked against you. I think one of the things that helped me was develop a routine. I talk about a routine. Routine to me is just simply a process that can give us a little bit more control of a situation with a result in mind. Now, it doesn't necessarily mean that success is automatic, it doesn't mean that winning is guaranteed but it does give you a sense of control.

Jordan Babineaux: Take for instance a basketball player at the free throw line. He throws the ball, dribble twice, twirls it, shoots it. Every time. Doesn't matter. It's his routine. Or a golfer, for instance, who has a pre-shot routine. One swing, two swings, play with the wind, pick some grass up. Whatever that routine is, I think that we all should look to develop a routine. And you say, well how do we create more success in that routine? Simply, not in any kind of superstitious beliefs but I think that a routine, whether it is you're walking into your office, before I sit down or before I start my day, before I go into a sales meeting, whatever that level of comfort is for you to put yourself in a routine and to a state of mind where you're going in and you're feeling like you have control of the situation. I think it's important for each of us to find that routine of what that is to help us increase our level of success.

Sarah Nicastro: Mm-hmm (affirmative). That makes sense. All right, good. Well, this has been great, Jordan. I really appreciate you joining and sharing some of this with us today and I found the conversation to be very insightful. Let folks know where they can find more information about yourself and the book.

Jordan Babineaux: Yeah, thanks Sarah. So Jordan Babineaux across all platforms on social media. LinkedIn, Twitter, Instagram and Facebook. I can be reached there. The book is now available on Amazon.

Jordan Babineaux: And more than anything, I think one of the things that I like to share about the book, it's a quote by Muhammad Ali that really embodies the core of the book. The book is about growth. The book is about what's possible. The book is about not letting your circumstances outweigh what it is that you have for yourself or the person that you desire to be, the things that you want for your company, your family, your own life.

Jordan Babineaux: And then the impact and legacy that we each want to leave. And so I shared this quote by Muhammad Ali. It says, "The man who views the world at 50, the same as he did at 20 has wasted 30 years of his life." Again, embodying the growth mindset and being adaptive to change, moving through change when it's uncomfortable. Because more than anything, and I think we all can agree, that change is consistent and if it is consistent, we need to find a way to get better at it and move through our states of being stuck both mentally and physically.

Jordan Babineaux: So thanks Sarah. I really appreciate you coming on and letting me share a little bit about my journey, about my growth, my personal development journey as well and about everything in Pivot to Win. It's a book not just for professional athletes, Sarah. Because professional athlete or not, we all will have this battle between the body and the mind at some point. This willingness to do something, but this challenge of actually doing it. And that's what change is.

Sarah Nicastro: Absolutely. Well, thank you Jordan. Love the quote. Great way to end. Appreciate you being here.

Sarah Nicastro: You can find more of our podcasts and other content by visiting us at futureoffieldserviceref.ifs.com. You can also find us on LinkedIn as well as Twitter @thefutureoffs. The Future of Field Service podcast is published in partnership with IFS. You can learn more about IFS service management by visiting www.ifs.com. As always, thank you for listening.

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March 10, 2021 | 36 Mins Read

Dot Mynahan of Otis Elevator on IWD 202‪1‬

March 10, 2021 | 36 Mins Read

Dot Mynahan of Otis Elevator on IWD 202‪1‬

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Dot Mynahan, Executive Director, Field Operations for Otis Americas talks with Sarah about her 30-year history in field service, how Otis is working to mentor and advance women leaders, and how she’s chosen to challenge.

Sarah Nicastro: Welcome to the Future of Field Service podcast. I'm your host, Sarah Nicastro. I'm excited today to be speaking with Dot Mynahan of Otis on International Women's Day week. I've interviewed Dot in the past, but not for a very long time and I'm so excited to be interviewing her again, sharing that with you and talking about this important day and month.

Sarah Nicastro: So, Dot, welcome to the Future of Field Service podcast.

Dot Mynahan: Thank you, Sarah. I'm really happy to be here and I appreciate this opportunity. As you said, my name is Dot Mynahan, and I am currently the Executive Director of Field Operations for Otis Elevator Americas. So I cover the Canada, the US, Central America and South America.

Sarah Nicastro: Excellent. And so, thank you for being here. Before we get into the topic at hand, just tell us a little bit about your current role, your background and your history, anything you want to share about yourself.

Dot Mynahan: Sure. I started with Otis 30 years ago as a temporary employee, believe it or not. I answered a newspaper ad, so I'm aging myself there, for a service clerk. So I started as a service clerk in the Portland main office, and over the course of those 30 years, I've worked my way up through the company to now be the executive director of field ops.

Dot Mynahan: My role currently is to ensure that our field employees have the proper training, tools and support. I really focus on support to perform their work safely and efficiently and deliver our products to our customer so that we meet customer's expectations. Actually, we try to exceed the customer's expectations here.

Dot Mynahan: So, I think when I looked back at Otis and where I started, I was really struggling to find a company where I felt like I had a career that I could grow with the company, and that it felt like a family kind of atmosphere and I think I definitely found it with Otis. So I'm so thrilled that I made that step way back then.

Dot Mynahan: And then on a personal level, I live in Florida. I have a rescue cat named, Girdie, who's 11 years old. I rescued her when I lived in Maryland. And my sister is a snowbird so she's been living with me since November and I kicked her out in May.

Sarah Nicastro: Nice. Well, I'm jealous of her. I'm in Pennsylvania, so the snow is actually falling outside the window as we speak. We have a quarantine rescue kitty who will be turning one on the 15th of March. So he is the sweetest thing ever, and he's been a welcome distraction while we have been cooped up.

Dot Mynahan: That's awesome.

Sarah Nicastro: Good. So you've been at Otis 30 years. When you answered that newspaper ad, did you have an inclination that maybe Otis would be that company you could grow with or did it just kind of happen serendipitously?

Dot Mynahan: Definitely serendipitously. As I came into the original interview, I was thinking, "I really want to stay with this company five years." Other jobs that I'd had previous to that, I'd worked in water and sewer, sold pipe. So I had kind of non-traditional roles leading up to this role.

Dot Mynahan: But usually after two years, I had maxed out on what I could learn and I would become bored, and then look for my next opportunity. So I came into Otis, and I thought like I really want to learn. I really want to grow and see what I can do, and boy, if I can get five years with this company, I'd be really, really happy.

Dot Mynahan: I came to Otis and I was so challenged to learn how we work, to learn about elevators. I started as a service clerk, so just even parts and however thing went together, and I can remember being so humiliated and humbled by my lack of ability to learn the job easily. And my supervisor at that time said, "Don't stress out. It takes about six months for the light bulb to go on and then all of the pieces are going to come together."

Dot Mynahan: And he was right on the money. One day, it was just like, boom, I get it. But I got the insight part of the job. I was still working in the office, I'm ordering parts, I'm processing payroll, working with the field guys from the office support side of the house. I think one of the interesting things was when I was given the opportunity to go out in the field and actually work as a helper as part of a training program.

Dot Mynahan: That's when everything really started to come together and I understood how elevators work. I actually worked on installing them and repairing them and maintaining them, and that really kind of took me to the next level.

Sarah Nicastro: I have a feeling you would say serendipitously and I'm going to challenge you a little bit here because I think that this is an International Women's Day episode. And I think that this is something that we as women can tend to do, which is minimize a bit the role we've played in our success or longevity, et cetera.

Sarah Nicastro: I don't think it's not serendipitous. I mean, you didn't obviously know when you answered that ad that 30 years later you would be where you are. I mean, I'm pulling some stuff from LinkedIn here, but over the lifespan of your career with Otis, you went from service clerk to field management trainee, to maintenance supervisor, to branch manager, to general manager, to regional field operations, to senior regional field operations, to director of field operations for Latin America to now.

Sarah Nicastro: I think there's also a need to ... I highly doubt that Otis only challenged you to do all of those things. I mean, there had to be a drive within you to learn and to progress and to continue to push yourself. What are your thoughts on that?

Dot Mynahan: So I think serendipitously because Otis has this phenomenal employee benefit called the employee scholar program. So I actually took advantage of that benefit to finish my undergraduate degree and to get my MBA. So, I see it as being how lucky I am to work for a company that has that benefit that I could take advantage of.

Dot Mynahan: But you're right. I mean, a lot of these was agreeing to take the interview for the next step, and thinking like, "Why are they asking me to interview for this job?" But I think after the first couple of times of taking those interviews and taking the jobs and proving that I could do it to myself as well as to others, at that point in time, I started thinking ... In fact, I started answering interview questions differently when they said like, "Why do you want this job?"

Dot Mynahan: And I'm like, "Really, why do you want me? You know what I bring to the table. You know what I'm capable of doing. Is that what you need for this next role, if that's what you need to fill this position?" Because I brought a lot to the table, and I felt like I brought a lot to the table.

Dot Mynahan: So I think the part that came from within was just that confidence of saying like, "You know what? I think no matter what, I can do this job." And I think one of the lessons that I learned when I went out in the field, and this is probably for Otis where I first felt that, is when I went out in the field as a trainee and I was a helper, I went out to a construction site, and they're like, "Okay, run that chain fall and hoist that heavy piece of equipment."

Dot Mynahan: And I didn't have the upper body strength of the guys who were running the chain fall for years on construction sites. And I was so humiliated and so disappointed in myself that I couldn't deliver the performance that a peer could deliver. But then when it came time to wire up the controller, I did it without any errors. My wiring was all treed up. And the mechanic was like, "This is awesome. I don't have to check your work. I can trust your work."

Dot Mynahan: And I thought like, "Okay, so bring that skillset to the table." So I just have kind of done that same approach through all of these positions, is just take those learning lesson. And maybe I don't everything to the table these job requirements, but I think what we've seen statistically is that men will apply when they have 60% of the skills required for a job, and women will apply when they have a 100%.

Dot Mynahan: I no longer look at the 100%, I look at, do I think I can-

Sarah Nicastro: What am I bringing to the table?

Dot Mynahan: What am I bringing, right.

Sarah Nicastro: I hope that didn't ... I didn't mean that to come across as a criticism in any way of that answer. I was saying it only because I resonate a lot with ... And I've actually had a mentor of mine that I'll say, I'm really fortunate, I'm really lucky and I'm always pushed of, "Okay, maybe so but you've also worked really hard and you're also very talented, so don't underemphasize or minimize in your own mind or externally the value that you have."

Sarah Nicastro: And I just think that's an important point because I think that there can be a tendency to do that. The other thing though that your story made me think of is the really cool synergy that happens when you have an employer that recognizes, acknowledges and fosters that sense of worth and how that builds your confidence, and then how that kind of snowballs to continue expanding the value that you can bring to the company.

Sarah Nicastro: I think that that's a really cool thing to see happen. They believed in you, maybe a little bit before you started to say like, "Okay, I can do this." And then as you build that confidence, you realize, I can do more and more and more. Your value to them grows because they gave you those opportunities. They challenged you to learn and grow and that's really cool. I mean, I can see why you would stay around 30 years if you have the opportunity to do that.

Sarah Nicastro: I want to talk a little bit about, as a woman in field service, what are some of the most notable experiences, some of the lessons you've learned of being a woman in a field that is still in 2021 largely male dominated?

Dot Mynahan: One of the lessons I already talked about, going out in the fields and realizing I didn't bring what some of the men in the industry brought to the table but I brought other skills that were beneficial. And so, just kind of understanding my value to the team, maybe just in different areas. So I think that was really good.

Dot Mynahan: I think one of the other most notable experiences and this was incredibly challenging, is at the tail end of that field training program, my mentor at that time said, "What I want you to do is ... Over the final few months of this training program. As a supervisor in another office in New England goes on vacation, I want you to go to that office and be the supervisor for the week."

Dot Mynahan: So think about that. I'm going into an office, I know nobody. I don't know the field mechanics. I don't know anybody and I have to go in and I have to be a leader sitting at that desk and helping the field mechanics. And the reception oftentimes wasn't warm and fuzzy. They were like, "Who are you? My supervisor has 20 years of field experience. What do you bring to the table?"

Dot Mynahan: But it didn't take long. Sometimes I think they were challenging me. It didn't take long for them to realize I knew my parts. I knew how to order parts and get them to them quickly, and I knew the systems. So frustrations that they had where maybe a piece of equipment showed up and their paperwork that wasn't right, and nobody knew how to fix the systems, I knew how to fix them.

Dot Mynahan: And so what ended up happening is by the end of the week, I often had three or four mechanics waiting to speak to me before I left saying, "Before you leave, can you help me with this, this and this?" I think that was incredible experience because I had to learn how to go into some place cold, how to build relationships. But I also developed an incredible network that I still leverage to this day. There are still people from those offices both in the field and in the office that I still reach out to, to this day as part of my network.

Dot Mynahan: They'll oftentimes say, "Hey, remember when you came to our office and filled in for the supervisor?" That was just an incredible experience for me and really taught me that I could go in cold to an operation and make a difference. And I think I faced the biggest challenge after that was when I was asked to consider going to Latin America. I didn't speak Spanish, didn't speak Portuguese, had never been to Latin America.

Dot Mynahan: And they're saying, "Hey, would you be interested in talking to us about the director of field operations for Latin America?" I can remember being on the flight down to Brazil thinking like, I don't know anybody. It was such an odd experience. But I thought like, "You've done this before. You've done this before. You used to go into all these offices. You didn't know anybody, and you made it work. So go in with an open mind and see what they need."

Dot Mynahan: And sure enough, what they needed were all of the skills that I had that I could share. And the interesting thing was a lot of the people in the positions that I was helping in Latin America, they needed to learn English or to practice their English in order to be promoted, be considered for future promotions within the company. And so, a lot of times, it ended up being a very strong relationship where I might not speak Spanish or Portuguese well, but they really wanted to practice their English.

Dot Mynahan: And so, we made it a point to work together. I would help them with presentations. So I not only was making an impact in the field, but to them personally. And once again, that strong ability to network and I still talk to those people all the time as well.

Sarah Nicastro: That's good. So let me ask you a question about the construction example that you shared because I'm just thinking, staying on the field service topic, and how do we kind of welcome more women into field service roles. In a situation like that where there truly was a challenge in the sense of you couldn't lift the heavy equipment. You could do a lot of these other things and arguably do a lot of these other things better than some of the other folks doing them, but there was thing.

Sarah Nicastro: As an employer, so now, putting on your ... Later on, putting on your director hat, and for others listening, what's the resolution there so that ... Is it just team work? Is it some changes in the requirements? How do you get around that real challenge to be able to bring more women in? I appreciate you just had to deal with it personally and kind of find your own solution. But thinking of it from the director's side or from the employer's side, what are some of the ways to make the work more welcoming to women that can do 99% of the job?

Dot Mynahan: So I just want to be clear. I could do the work. I couldn't do the work as fast. I couldn't run a chain fall as fast the guy sitting beside me who run a chain fall for years. So, I could do it, but I felt like I was slow and it was just disappointing. But how do we make it more appealing to women? We have a member FORWARD which is the employee resource group that I co-started, one of our leaders in the Midwest region was a former new equipment mechanic and I don't even think she's 5' 2".

Dot Mynahan: But she knew how to use the tools available to her and the hoist available to her, and to ask for help from her apprentice. And she actually went from an apprentice to a mechanic and actually was promoted into a supervisory role. So I think one of the big things that I like to say is, and that we try to do through my employee resource group FORWARD, is to share those stories. Share pictures of women in the field.

Dot Mynahan: Otis has done a phenomenal job of doing professional photo shoots for some of these women in the field that we can use in materials that we go to recruit at job fairs. Say, "Look, here's a picture of a woman working on the elevators. Well, here's a picture of women working in escalators. You can do this work." And it's the highest paying trade. So you want to do this work. And I think that we've had a lot of success in Brazil, I hate to admit to bias, but I was biased myself.

Dot Mynahan: So we have a training program where we bring in apprentices every year and hire 40 apprentices to train. And so HR came to me and said, "How many women should we target to hire this year?" And I said, "Well, how many did we have last year?" They said, "Eight." I said, "Let's double it. Let's go to eight." My boss said, "What are you saying? Let's get half. Let's hire 20. 20 women, 20 men have gender parity."

Dot Mynahan: And the light bulb went off for me thinking like, "Why didn't I think of it like that?" And we actually changed how we posted for the job saying, "Women are encouraged to apply." There were 1,200 applicants, 400 were women. We went out and took photos of women working in the field and posted those with that recruitment, and we had gender parity in that class. And not only did we have gender parity in that class, but we've had gender parity in every class from that point on.

Sarah Nicastro: That's awesome. And that's kind of exactly the insight I was looking for, because maybe it sounds simple but something like those photos that builds that confidence, instead of you having to go out there and kind of feel uncomfortable and build it yourself, that helps Otis paint that picture of, "Hey, anyone can do this job. Women can do this job. It's a well-paying job. Look at these people doing it. This is something that is as applicable to you as it is to anyone else."

Sarah Nicastro: That's good. So let's talk about ... You obviously have a passion for mentoring and supporting other women, particularly in field service. Let's talk a little bit about why that's so important to you and then also why it's important to the industry for everyone to do a better job of mentoring women in service.

Dot Mynahan: Well, I think it's important to me just because of my background. I still ... I know you're going to disagree, I still think I was so lucky to find Otis and to find the trade that I just love. And so, I just feel like ... And I've been successful, and I feel an obligation to give back, to show other women this can happen. You can be successful. You can come into this trade. It's a great trade. It's a great industry. You can do this.

Dot Mynahan: So I think that that's really important. I think from a financial standpoint, if you want to get to the business bottom line, I think studies show that having women in senior leadership roles actually leads to better bottom line results. And so from a strictly financial standpoint, I think companies missed the ball when they don't have a diverse workforce.

Dot Mynahan: I mean, the diversity of thought, how I could do wiring better than the other person, it's a stronger team. One of our culture statements is we're stronger together and I really and truly believe that. And so what happened for mentoring, I also didn't understand what mentoring meant. I thought a mentoring relationship was I set aside one hour a week or month to meet with you. We have lunch, how are you doing? What do you need help with?

Dot Mynahan: But that's not what it is at all. It's actually a relationship that's owned by the mentee and you agree to be there for that person. So once I understood that and once I had one of my mentors tell me that he was mentoring 15 people, I realized that I could actually help influence 15 people. And then I met a peer of mine when I was in Latin America, I was the director of service operations and I met a peer who was the director of service operations in Singapore and we never knew of each other. She was another woman.

Dot Mynahan: And we met in Berlin for a safety conference, and we were walking down the street and I said, "If I can mentor 15 women in field operations, and you can mentor 15 women in the field operations, then we could change the lives of 30 women in the company. Wouldn't that be awesome?" And then we both looked at each other and said, "Do you know 15 women in field operations?" And the answer was no.

Dot Mynahan: So that's when we went to HR, and they suggested we start the employee resource group. So that we started FORWARD for women in the field operations, and now we've gone from an original group of 12 at the kickoff four years ago this month, to over 500 people worldwide.

Sarah Nicastro: That's awesome.

Sarah Nicastro: Yeah. Just for the record, I do think you're lucky. I just think Otis is lucky too. That's all I was trying to say. No, and I know that feeling. So, no, that makes sense.

Sarah Nicastro: So let's talk a little bit then about, so you had this idea, you realized, "Okay, great. I could mentor 15 women in field ops, but where are they?" And then that's how the concept for FORWARD kind of initiated. Talk a little bit about exactly what FORWARD is, its intention, what it provides, how it's grown, and how you see its impact.

Dot Mynahan: So we started four years ago this month with a group of 12 women field leaders from across the US and actually we had representation from Canada and Latin America. And I think one of the biggest difference of why we were so successful is coincidentally the same week we were meeting in Connecticut to start this group and to meet each other and get this kicked off, the executive leadership team was meeting in Connecticut and our diversity inclusion person from World Headquarters who was helping us, April, she arranged for a social hour, a happy hour with the team.

Dot Mynahan: And when the executives came in and started talking to these women, we had a former Navy fighter pilot. We had a naval academy grad. We had the mechanic in the Midwest who became a supervisor. We had one of the apprentices from Brazil who was such a good troubleshooter that after two years, she became a help desk engineer helping other mechanics troubleshoot.

Dot Mynahan: And their eyes lit up. And they realized that we had hidden gems in our organization that the old adage, if you can't see it, you can't be it. I think that a light bulb went off for them that we have these resources that are under-utilized. And so, each of those women went back into their regions and started a smaller sub-regional group for FORWARD, and then it just continued to blossom.

Dot Mynahan: And the interesting thing is we say that we're there to help women in field operations, but in reality and if you look at our mission statement, we're there to help employees in field operations. So we do that through networking, through training, through support, and have regular calls and conferences in order to try to help grow all of our employees in field operations. And hopefully, we do focus a lot of our attention on women and then they will benefit from that as well.

Sarah Nicastro: Good. So what are some of the actions from those meetings or the resources that become available to these folks to help them in terms of progressing? Is it based solely around the connection and the communication or are there different sort of actions or insights, trainings, et cetera that are sort of a part of that as well?

Dot Mynahan: So we've done some technical training classes as part of the course, but I think the number one value of it is networking and sharing success stories. So each of us as leaders at some point in time or another has told our story about taking that chance, about taking the interview, sharing the statistic of men will apply when they have 60% of the credentials.

Dot Mynahan: And I think what's happened is through the normal kind of networking and mentoring relationships that have developed is when women see an opportunity posted in their office now, they'll usually retell to one of us and say, "Hey, I saw this posting. Do you think I should apply?"

Sarah Nicastro: And you say, yes?

Dot Mynahan: Why wouldn't you? Look at what you bring to the table. Look at everything that you bring to the table. Apply, put your name out there. And even if you don't get the job, because one of the things that I've made it a point to share with the women is I have not gotten every job that I've interviewed for, and that's okay, because I still put myself out there and I still met people who became part of my network. And sure enough, further along in my career, I've gotten to work with those people but the relationship had already started. So, I encourage women to do that in order to move forward.

Dot Mynahan: I think that it's a combination of just the support and the network. For a big win, this might seem small but it's not for our women. It's just we didn't have women's PPE. So, women's fall protection harnesses. We're just getting those lined up for our women. We've always said we'll just order the extra small and the smallest size those gloves come in are size seven. And so we've really put a concerted effort on women's uniforms, women's PPE. I think that those kind of benefits are things that never even crossed our mind as being a problem. We weren't even aware of it until FORWARD.

Sarah Nicastro: That's really a good point. And I think going back to what you mentioned earlier too when we were talking about the construction example with just the way you post a job description and the language you use. We've had some different episodes on the podcast that were more related to recruiting. But if you're looking to diversify in your recruiting, there is oftentimes some really bad habits ingrained that aren't malicious.

Sarah Nicastro: It's just you keep doing the thing you've been doing without stopping, reviewing and thinking, "Okay, wait a minute. How could this be perceived? Or how could we be more inclusive here? Or boy, we should really have uniforms made specifically for our women," or those sorts of things. So, I think that a lot of times making improvements in having better gender parity, making these roles more appealing and more accessible to women is just a matter of really slowing down for a minute and thinking, and just being a little bit more creative.

Sarah Nicastro: The other thing I liked is just emphasizing that value of connection. It's hard to feel like you're the first one doing a thing or you're the first one having a feeling about this role or this situation or this opportunity. And when you can connect and see so many examples of growth and evolution and maturity and learning and failure and all of those things, it normalizes all of it so that there's this collective, "Okay, we all can do this," and "I should apply for this job and I should learn this new thing."

Sarah Nicastro: It's just there is so much value in community, and I think that I'm glad that you have that passion and I'm glad that you took action on it and put that together, and the growth in four years is so super impressive. And you have to be really proud of thinking about the impact that's had on that many individual human beings and their confidence or their livelihood, all of that stuff.

Sarah Nicastro: If you were to give listeners advice or thoughts around the importance or the process of creating a program like FORWARD, what do you feel like you've learned that you should share?

Dot Mynahan: I think that there is a common misperception about employee resource groups, giving people an unfair advantage. In fact, when FORWARD first started and we had our first meetings, supervisors would reach out to me and say, "Well, how come women can attend those training sessions and I can't?" I'm like, "Oh, no. look at our mission statement. It's all employees. Please, join."

Dot Mynahan: And we started to see the attendance creep up with more and more men participating both to learn but also as allies because you not only have to have the women who are there but we have to have allies and those who will advocate for us.

Dot Mynahan: So, I think from a company to start an employee resource group, just find a leader. Find a couple of leaders who are willing to put forth an effort, who are willing to put themselves out there and take that chance, take that step and to be the face and the voice of women in field service and help other women succeed. I think that that's the big thing, is it can't be done for selfish reasons. I didn't co-found FORWARD for selfish reasons. Erika and I truly had it in our heart that we were trying to help 30 women. So, find those people in your organization that can do it and that can help.

Dot Mynahan: And the other key benefit, I think, that a lot of companies may not understand as well as I've learned is the employee assistance programs. When we think about employee assistance programs, we think about them in terms of counseling. When somebody has a problem, so we're going to leverage the employee assistance program and get them counseling. But in reality, the employee assistance programs are incredibly valuable resources for far more benefits than just counseling. They help during natural disasters and finding resources available in the local area for you.

Dot Mynahan: With COVID, we had them present several times throughout the year to us just all of the additional pressures on the women that it's okay to feel the way that you're feeling, the additional stresses at home, the people that had to homeschool who had kids. All of the additional burdens really started to add up and have negatively impacted women.

Dot Mynahan: So, I think that it's kind of ... I would recommend two specific actions. Number one, start and employee resource group, and I think that's a huge help and it's not hard to do. And number two is really leverage your employee assistance group to help with resources and benefits that will encourage women and help women be successful. As they take on these new roles, as they have doubts and concerns about themselves, they have outside support as well as internal support.

Sarah Nicastro: That makes sense. So you kind of segue to the next thing I wanted to talk about which is I've been reading a lot of the data around how COVID has impacted working women and especially working moms. It makes me really sad. I have two children, four and five-year-old boys, and I am incredibly fortunate to be in a role with an organization that is supremely supportive of doing whatever it takes to juggle it all and understanding that this last year has been crazy times and just the best support.

Sarah Nicastro: So, to see how this is impacting so many women that aren't that fortunate, it just makes me really sad. I've worked really hard on my career, and it's really important to me. And I know that it is equally important to a lot of these women that have found themselves having to give it up. And I'm just curious outside of what you just mentioned about the employee assistance, what other thoughts do you have on how ... This isn't have to specific to field service necessarily or it can be, but just how companies and leaders need to be responding to support working moms and also to think ahead a bit about as hopefully we recover from this, how can we put an effort on bringing those women back into the workforce and giving them, not just handing them their careers back, but how do we make a space for them?

Dot Mynahan: Yeah. I mean, that's a great question. I was looking at a research from McKinsey and LeanIn that said basically one out of four women have stepped away during COVID from their careers, and one of five men. So, the impact to women is greater than to men. And we're looking at also additional workload at home, that there's an additional three hours of work at home to women versus men.

Dot Mynahan: And so it's just an incredible burden that we've asked these women to shoulder. One of the things that I've seen done successfully by UTC when Otis was a part of UTC is how to welcome ... They had a special program welcoming women back to careers who had taken a break for either to have children or because of COVID and the impact of COVID, and having specific programs designed to say, "We welcome you back. Please come back and join us."

Dot Mynahan: And I think that for us at Otis, we're going to do the same thing. We have done a phenomenal job with transitioning to remote work, supporting remote work, really being understanding with our teams. I mean last ... oh, god, it was probably end of October, beginning of November, in my weekly staff calls with my team, I could hear the fatigue. And it's all men but I could ... from my direct reports ... but I could hear the fatigue in their voices. They just were tired.

Dot Mynahan: And I stopped the meeting and I said, "Here's the deal. I can hear that you're there. You're at the breaking point. So what I want you to do is sometime whenever it makes sense to you, take a play day. Just take a play day. Just take the day off. Send me a note. Let me know. Text me, I don't care, and just say, 'You know what? I need a play day,' and go do something fun for yourself, with your family, whatever you need to just kind of get that break we all need." And that was so successful, even just the offer of doing that was so well received. And you could just feel the tension break and really just helped reset everybody.

Dot Mynahan: So, I mean I think we've done a lot. I really, really, really can't stress enough how important employee assistance programs are. There are so many resources available through employee assistance programs for childcare, finding childcare, finding eldercare, financial assistance like where can I find financial assistance. That's a benefit that I think a lot of people have that they don't realize that they have.

Sarah Nicastro: Yeah. That's a good point. I mean it's obviously a very multifaceted issue, right? There is a lot of societal things and all sorts of stuff that comes into play. It's not like any employer or group of employers could have prevented that data. But I do think that first of all, kudos to the companies that have responded well and have done anything and everything in their power to create a more flexible environment. And to take into consideration the mental load for all of us and to acknowledge that to do what you can to give people some breathing room.

Sarah Nicastro: I think the other big thing I think about is, to your point, like the welcome back idea. There is going to be a real thing that hopefully when these women are in a position to reenter the workforce and they have this gap ... I know just talking from moms that have taken time off. It's like, "Well, now I can't find a job because I have three, five years on my resume where I wasn't working."

Sarah Nicastro: So, things like that like understanding, "Well, hey, there's a really big reason right here why so women and men were forced to do this. Let's be understanding." Just think about how we make accommodations for that in terms of our hiring and things like that. It's just, yeah, I hope we make some good progress.

Dot Mynahan: I bet there's a bunch of hidden gems out there, right? I mean I think that's the thing, like go past those gaps and look for those hidden gems. They're out there. They want to come back and giving them that opportunity is just the right thing to do.

Sarah Nicastro: I'm not trying to get too off topic, but this just made me think of a thought which is if service organizations are being strategic about the fact that this has happened, welcome them into service. Look for some skillsets that maybe in different industries that maybe could be useful in your organization. And go recruit those people. Think about how you can not only help them, but you use that as an opportunity to market a field that maybe those women never thought about getting into before. So, just a thought.

Dot Mynahan: No, it's a great thought and it's the thoughtfulness. It's not only thinking about it but trying to come up with a plan and measure yourself to that because once you start measuring yourself to a goal, you're likely to achieve that.

Sarah Nicastro: Yes. And that's a good point. Any consideration or support or allyship, it's one thing to say it. It's another thing to take action. So, it's good if people are understanding that this is a real challenge but what can we as leaders, what can we as organizations do to help build some resolution to this problem over the coming years.

Sarah Nicastro: The international women's day theme for this year is Choose to Challenge. It says, "From challenge comes change, so let's all choose to challenge." So, I wanted to ask how do you challenge gender bias and inequality and how maybe is that different for you now versus 30 years ago when you were first starting out in your career with Otis?

Dot Mynahan: I think it's markedly different. There are more women in field operations roles. We've been celebrating them now for four years with FORWARD and really sharing their stories. So, the conversations have become so much easier. Before FORWARD, before we had this opportunity to really highlight all of these hidden gems I call them, the conversation would always be a struggle. You'd have to be fighting for them. "But she can do this, and she can do this, and she can do this."

Dot Mynahan: And now, I just feel like you bring up their name and they're like, "Oh, yeah. She's done a great job in this past role. Yeah, we should consider her." So, it's just kind of changing the ... It's changed the discussion. It really has changed the discussion and I truly believed that the, "If you see it, you can be it" adage holds true and that we've done a great job within the company to have a lot of pictures of women in field operations which has helped that discussion as well.

Dot Mynahan: We're the only employee resource group right now at Otis that reaches out and includes our women field employees, so we're challenging ourselves as how do we get more women into the apprenticeship program to have a feeder system of women coming into the field. And that requires a change in the way that we approach recruitment and outreach and how do we find other women. But I think we really, I think, celebrate women and the success in a way that because of the success stories that we shared and because the conversations have occurred and they're occurring regularly, it's happening more organically now for us.

Dot Mynahan: And hopefully as other companies follow suit, the same thing happens. We're doing these shirts for International Women's Day with FORWARD and Otis on them and wearing purple. And we had these masks made up for them as well. And it's just all about, okay, go out. Be in the field. Take a selfie. Share it. Share it on social media. Share what you do and really get out there and celebrate what women can do in field operations.

Sarah Nicastro: To hear about the progress and how much has changed and how it's being celebrated at Otis, it's really, really cool and refreshing and good. I know there are still organizations out there that need to make far more progress than they have. And I guess last question on the idea of challenging, which would be if you went back to some of your earlier experiences where it wasn't quite as normalized and it was a little bit more uncomfortable to speak up if you saw something unfair or that sort of thing, what advice do you have for people that are in situations that they do need to challenge what's being said or done or what that status quo is. Is there any thoughts you have on how to challenge effectively?

Dot Mynahan: I think that part of the ... And we have this happen on a regular basis. We have a lot of women in the fields who are the only woman in there, local. So, they don't even know any other woman in the trade. So, I think just trying to make those connections happen by giving women support, I put my name. I put my cellphone number out there, my email address. I'm like, "Text me if you have a problem." I've gotten calls all hours of the day and night from women or text messages saying like, "Hey, I need to talk to you."

Dot Mynahan: And oftentimes, it's either just like, "Look, I can understand what you're saying, but I think this mechanic would be a good resource for you to bounce things off of." Or sometimes, I'm like, "You know what? Let's get you talking to labor relations and how to handle situations, their unionized employees, how to help with that." I think it's just for me trying to get make those connections and allow the woman names of people that they can call for help.

Dot Mynahan: So, we have kind of two tiers of help. We have kind of the FORWARD tier in leadership ... Well, actually three. I would say we've got the FORWARD leadership team and all of our FORWARD members who will help each other. We have the company resources that are out there. And then we have the sisterhood of the IUEC, the International Union of Elevator Constructors. We have a group of women there who will openly share their names and phone numbers and email addresses to other women who are coming into the trade.

Dot Mynahan: So as we're hiring new women into the trade, I'm trying to connect them to the other women in the trade.

Sarah Nicastro: But I really like that point, Dot, because knowing that there are women that aren't working around other women that may run into situations that they feel they need to challenge, maybe they will have the confidence or the desire to just challenge in the moment, but give them a safe space if that's not the case, right?

Sarah Nicastro: So, by you offering yourself as a personal advocate, "You can reach out to me anytime. You can text me, you can email me," you're a safe place for them to go if they're not comfortable challenging someone else in their reporting line or what have you, to help them feel that they're not alone. I think that's a really good point. So, how can other women leaders act as that even personal advocate for other women in different positions in a way that, "Hey, if you need something, anything, reach out"? So instead of them maybe keeping it in, they can come to you and find a way to get that out.

Dot Mynahan: Yeah. And I think that there's another key piece to the puzzle. It's not just women leaders who should be allies, right? And so one of the programs that we did last year, we got the idea from the iron workers is we have the special stickers and cards that the women can give to allies, to give to mechanics who gave them a fair shot to thank them but to give them a sticker they could put on their hard hat. And then if another woman comes on to that job and sees that mechanic with that sticker, she will know that that mechanic was willing to give another woman a fair shot and was thanked for that.

Dot Mynahan: And so, we're trying to even strengthen our ally network out there in the field and try to make it a visible indication so that you're not out there alone. There are men who are very supportive of women in the field, and we're just trying to leverage that network as well.

Sarah Nicastro: That's a really good point. Okay, Dot, last question for you. What advice would you give your younger self?

Dot Mynahan: God, I hate this question.

Sarah Nicastro: You're welcome.

Dot Mynahan: No, because I have this whole mentality where I never have a regret. I might apologize for something I've done but I can't regret it because to me, it was a lesson. So, I would say probably two things. Education is key. I think it took me a long time to get to the point where I got my college degree and I should have stuck with it earlier on and I didn't. So, I think whether it'd be through college education, a trade, apprenticeship program, anything education is key. Take advantage of every opportunity to learn.

Dot Mynahan: I think that the other thing that was probably a really hard lesson for me to learn is I'm fiercely independent. And I never believed in study groups or work groups. I wanted to do it myself and figure it out myself, and I have really learned that I'm an idiot, that those groups and the diversity of thought and the strength in numbers and just the different creative approaches to solving problems is just phenomenal. And I think that I would look back at my younger self and say, "Join those study groups. Join those work groups and take advantage of not only the networking capabilities but to just hear the diversity of thought, to hear different approaches to solving a problem."

Dot Mynahan: I'm in a DE&I training class right now, and we got a homework assignment. And it was a minor homework assignment, and I thought, "Oh, I could get this done in like 10 minutes." But I put together a working group, a homework group and I invited like five other people in the class to it and it was the best discussion. And we really went so much further with the material than what was intended from the homework assignment, and I kicked myself I didn't learn that lesson earlier.

Sarah Nicastro: Now, do you think ... I said one more question, and I lied because I can't resist. Do you think that that willingness to let go of some of that independence happened as you gained confidence?

Dot Mynahan: Oh, that's a really good question. I have to think about that. Maybe a piece of it is, but I think it's just kind of forced participation into those groups. That was the door that opened where I was just like a light bulb went off and I'm like, "Oh, my god, this is awesome. I never would have thought about approaching this problem that way, but that's really creative."

Dot Mynahan: And so I think just experience of being pushed into those groups has ...

Sarah Nicastro: You saw the value.

Dot Mynahan: I saw the light.

Sarah Nicastro: I asked that because there's so much of what you've said today that I really resonated with. But I am fiercely independent, and I think that ... I also have a psychology degree, so forgive me for going deep on all of these things. But I think at the root of that, I'm fiercely independent because I feel like I need to control and improve my own worth.

Sarah Nicastro: And so I think that as my confidence has increased, I've been willing to relinquish a little bit of that independence or control because I recognized the benefit of others' opinions because I'm more confident in my own. So, instead of feeling like I have to know it all, I have to be able to do everything myself because I need to prove that I'm worthy and I'm capable, now it's kind of like, "Yeah, I actually don't really know this. So, like let's get a group together and do some brainstorming because I'm good at this thing but I'm not good at these other things." And that confidence in being able to admit that has taken some time.

Dot Mynahan: Yeah, and I think seeing working groups as asking for help, and it's not. And I think that that was the other kind of piece of the puzzle there.

Sarah Nicastro: No, you're right. It goes back to that diversity of thought. You can learn so much just by engaging. Honestly, I mean I loved doing these podcasts for that exact reason. I mean it's not a group. It's a one-on-one but the different things that it makes me think about or reflect on or the concepts that surface is just really cool.

Sarah Nicastro: Really appreciate your time, Dot, and you sharing so openly. I have very much enjoyed our conversation, so thank you.

Dot Mynahan: Thank you, Sarah. It's been my pleasure to speak with you today. And I would just say for anybody, I am on LinkedIn. So, if anybody from another company has questions or concerns, they can reach out to me on LinkedIn. I'm more than happy to help.

Sarah Nicastro: Thank you for that. You can find more by visiting us at futureoffieldserviceref.ifs.com. You can also find us on LinkedIn as well as Twitter, @TheFutureOfFS. The Future of Field Service podcast is published in partnership with IFS. You can learn more about IFS service management by visiting www.ifs.com. As always, thank you for listening.

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