Field Service

September 25 - 27, 2017

Omni Amelia Island Plantation Resort, Florida

1.888.482.6012

Creating the Mobile Workforce of the Future Through Technology and Training

Creating the Mobile Workforce of the Future Through Technology and TrainingCreating the Mobile Workforce of the Future Through Technology and Training

For service-oriented businesses, field staff is playing an expanding and more complex role. A more efficient and connected field team can be a major asset, helping to reduce costs, bolster revenue, and provide reliable intelligence. This whitepaper discusses how service-based organizations can more efficiently collect and compile data, and what benefits that may yield.

Key topics include:

  • Top priorities and challenges facing mobile workforce management
  • Mobile workforce data as a business enabler
  • Building the best possible field team

Executive Summary

For service-oriented businesses, field staff are playing more important and multifaceted roles than ever before. A more agile, efficient, and connected field team can be a major asset, helping to reduce operational costs, bolster revenue streams, and provide reliable business intelligence. Those individuals also own the only in-person interactions many customers ever have with a brand, making them valuable sales and customer relationship management assets.

In order to form such high-functioning field teams, businesses must aggressively cultivate data on projects and staff. That data contributes to a wide variety of core business goals, from operational efficiency to cost savings. However, many organizations struggle to gather actionable data from their field teams, due in large part to analog reporting processes and disparate systems.

This whitepaper will discuss how service-based organizations can more efficiently collect and compile data, and what business benefits that data can unlock. Those benefits include: better project management, pairing the right staff with the right jobs while avoiding unnecessary overtime; smoother and more accurate reporting and costing processes; and the discovery of new on-the-job sales and relationship management opportunities.

Key Recommendations

  • Staff management is a constant challenge, but technology can help turn it into a competitive advantage: Technology is at the core of effective job management, and those companies that continue to manage their mobile workforces without it will be at a functional disadvantage. By providing better visibility into technician activities and strengths, data-driven mobile workforce management systems can help optimize scheduling and ensure that jobs are assigned to the technician with the proper expertise.

  • Automated reporting can help businesses save on their bottom lines while also freeing up staff for more important tasks: Manual job tracking and reporting creates substantial waste and prevents back-office staff from performing more essential strategic duties. By integrating real-time payroll and reimbursement information with back-office reporting systems, many mobile workforce management systems can create a more efficient and accurate reporting process.

  • Soft skills and sales training are the next big tools for field staff: The exposure that field personnel have to customers puts them in a position to take control of the customer experience, collect intelligence, and educate customers on new product and service offerings. In order to get the most out of every service call, field personnel must be trained soft skills.























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