Discover how to get the most out of your investment in Vista-connected field service management
Collecting data via mobile devices in the field may be the single biggest step contractors can take to boost productivity and efficiency. That’s because connected service teams can provide better, more proactive service to their customers. In fact, 84% of service professionals say a unified view of customer information is key to providing great customer experiences.
But is your contracting firm ready to start your digital transformation? And have you considered all the important questions to ensure your return on investment (ROI)?
Continue reading to better understand if your business is ready to go mobile and how to measure and maximize your ROI.
Is your contracting firm ready to go mobile?
Are your processes documented?
Without knowing where you’re starting from, it’s harder to know where you’re going. Documenting your processes is a great first step to understand how your field contracting services workflow works today. It also allows you to see which steps can be streamlined or eliminated with the introduction of a fully mobilized field service solution.
Do you have known areas of improvement?
Here’s an opportunity to connect with your team to learn what their challenges are today. Have your techs reported any complaints with filling out paperwork? What about your dispatchers? Before going mobile, make sure you understand where you need to improve, so your outcomes will be even more impactful.
What are your goals for mobile transformation?
With documented processes and input from your team, you’re now ready to set your goals for mobile technology implementation. Think about the pain points your team identified and your ideal digital workflow to determine where your company can improve. This will help you clearly define your company’s needs and set you up for a successful digital transformation.
Who is leading the mobile transformation project?
Without a defined project leader, it’s likely the mobile transformation project will be pushed aside when more urgent day-to-day issues arise. Select a project leader who understands and promotes the transition from paper to mobile and who can prove to leadership why the project must be prioritized. If you need an extra boost to convince your team, check out our guide, How to Sell Your Vision of Service Automation to the C-Suite.
How to measure mobile field service app ROI
Uncover potential revenue gains
Investing in a digital solution allows for significant gains in revenue. Field service software will help you meet your customer’s needs. A digital interface allows for better communication with your customers. Everyone will be on the same page.
Your workforce will be able to work more efficiently to get the job done. Field service software allows technicians to plan for the days and weeks ahead. This ensures that they will have the right tools and inventory to get things done right. The ability for technicians to view work history makes it easier to find the right solution faster.
Satisfied customers and a more efficient workforce will allow you to sign more contracts. When your customers have a positive experience, they are more likely to recommend you in the future. When technicians have the capability to get jobs done as efficiently as possible, it opens up more time for new jobs.
Uncover potential cost savings
A field service management system, connected to your Vista ERP, can trim away wasted time and expenses.
Here’s how:
- Increasing field efficiency cuts down on unproductive time and ensures that more labor time is billable.
- Field optimization ensures that everyone is busy and that all employees are being scheduled.
- Improving the data entry process will eliminate duplicate data entry, keep things organized, and ensure that every billable item is processed properly.
- Going mobile leads to improved capture of information. Eliminating lost or illegible paperwork ensures that material and revenue write offs are tracked.
- Digital processes will help you improve inventory control. This will stop techs from overstocking products and will help you accurately track the need of different products.
How to maximize mobile field service app ROI
The best way to get the most out of your Vista-integrated field service management software is to create a solid change management plan..
Set up a plan that includes measurable and time specific goals. This will help you stay on track and keep everyone on the same page. Take small steps and celebrate the little milestones so the process doesn’t seem so overwhelming.
It’s also important to instill a sense of urgency. Establish your reasons for making the switch and make it clear to everyone on your team that the switch to digital is important and it needs to be done as quickly as possible. If you don’t make the change, competitors will beat you to the punch and offer things to your customers that you can’t provide.
As in almost any situation, communication is key. Plan to communicate early and often about the process and goals for the switch to digital. This will help the whole team anticipate any obstacles. Keeping your team in the loop will help to solve problems before they happen.
Conclusion
To ensure a successful rollout, it’s important to be well-prepared for your mobile transformation project. Talk with your team to establish your needs and determine your mobile readiness.
Throughout the process, be sure to keep everyone in the loop. Communicating with your team could be the difference between a successful implementation and a poor investment.
MSI recently presented a webinar, Measuring and Maximizing Your Mobile Field App Investment, to help Vista users like you prepare for a successful mobile field service transformation.
Watch the webinar recording now to discover the necessary steps you need to take to get the most out of your mobile app investment.
Webinar Recording: Measuring and Maximizing Your Mobile Field App Investment
Learn best practices to measure and maximize the ROI of your mobile field app from field service management experts in this free, 60-minute webinar recording for Vista users.
