Mobile Field Service: A Key Element to M&D Digital Transformation · 2020. 5. 18. · 5/18/2020 Mobile Field Service: A Key Element to M&D Digital Transformation May 19, 2020 To Receive

5/18/2020

Mobile Field Service: A Key Element to M&D Digital TransformationMay 19, 2020

To Receive CPE Credit

• Individuals Participate in entire webinar Answer polls when they are provided

• Groups Group leader is the person who registered & logged on to the webinar Answer polls when they are provided Complete group attendance form Group leader sign bottom of form Submit group attendance form to training@bkd.com within 24 hours of webinar

• If all eligibility requirements are met, each participant will be emailed their CPE certificate within 15 business days of webinar

5/18/2020

Presenter

Tim Sparks, MCPSenior Managing ConsultantBKD Technologiestsparks@bkd.com

Hello!Today’s webinar will be presented by

Gary Rodrigues Luke Kanaan

Experts in mobile field service software solutions

&

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1. Introduction

2. Pain Points of Legacy Solutions

3. How New Technology Transforms Your Business

4. Customer Story

5. Demo

Main Challenges M&D Organizations Face

The pain points organizations face have been split into three different categories

Pain points with planning & scheduling

Pain points with manual processes

Pain points end-customers experience

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Pain Points with Planning & Scheduling

Difficult to schedule the right technicians to the right project

Difficult to make real-time adjustments

Time-consuming Errors are made

Pain Points with Manual Processes

DIFFICULT FOR ORGANIZATION TO BE

SCALABLE

INEFFICIENT COMMUNICATION

INFORMATION SHARING & INVOICING PERIODS ARE

DELAYED

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Pain Points Customers Experience

Unable to track the status or progress of the job

Outdated technology

Poor communication with service organization

Difficult to access information

How can a mobile field

service solution solve

these organizational

challenges?Let’s take a look!

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Mobile Field Service Solution

Five reasons why a mobile field service solution is a key element to M&D digital transformation

Let's look at these in detail

IMPROVED PLANNING

ENHANCE COMMUNICATIONS

USE SELF-SERVICE TOOLS

IMPROVE PRODUCTIVITY

ELIMINATE ERRORS

Improve Planning

Dispatching the right technician with the right skills–& the right equipment

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Enhance Communications

Integrating front-office & back-office systems is critical for service organizations

Customers can directly connect with the right team member

Technicians Customer

Front-Office

Increase Productivity

Using a mobile field service solution helps ensure the right technician with the right tools has the information needed to complete the job the first time

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Reducing Errors

Streamlining operations improves organizational efficiency

Self-Service Portal

Streamlining operations improves organizational efficiency. By using a self-service portal, customers can

Pay invoices online

View past service orders & reports

Request service jobs

View the status of a job

View past invoices

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Our Customer Stories

1. Midsize manufacturing & service organization

2. Small manufacturing & distribution water filtration organization

Midsize Manufacturing Organization: Before

Pain points organization was experiencing

MANUAL PROCESSES

ERRORS IN PAPERWORK

SLOW RESPONSE TIME

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Manufacturing Organization: After

SCHEDULING & PLANNING IS MORE EFFICIENT

IMPROVED INVOICING PERIOD

STREAMLINED PROCESSES

Manufacturing & Distribution Company: Before Pain points organization was experiencing

DELAYED INVOICING PERIOD

OUTDATED TECHNOLOGY

MANUAL PROCESSES

POOR COMMUNICATION

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Manufacturing & Distribution Company: AfterWith a mobile field service solution, they improved their operations by

RECEIVING REAL-TIME FEEDBACK

IMPROVED PLANNING & REPOSTING

FASTER INVOICING

FINDING SCHEDULING EFFICIENCIES

Service Flow

Using a mobile field service solution provides a seamless customer journey

Invoicing Service portalExecutionPlanning &allocating res.

Request service

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Demo

Seamless integration to Business Central

Conclusion

Microsoft Dynamics 356 Business Central, NAV, F&O/AX & GP are powerful ERP systems

When combined with a mobile field service solution from ExpandIT, service organizations can optimize business operations

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Next Steps

Write down the pain points your organization is facing

Consult with your ERP partner BKD

Schedule a meeting with us

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Luke KanaanBusiness Development Manager ExpandIT

Gary RodriguesMarketing Manager ExpandIT

lka@expandit.com

617.366.2852 x 104

www.expandit.com

gar@expandit.com

617.366.2852 x 107

www.expandit.com

Tim SparksSenior Managing Consultant BKD Technologies

tsparks@bkd.com

303.837.3577

bkd.com

Continuing Professional Education (CPE) Credit

BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

5/18/2020

• CPE credit may be awarded upon verification of participant attendance

• For questions, concerns or comments regarding CPE credit, please email the BKD Learning & Development Department at training@bkd.com

CPE Credit

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The information contained in these slides is presented by professionals for your information only & is not to be considered as legal advice. Applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor or legal counsel before acting on any matters covered