{"id":41,"date":"2016-09-13T15:49:23","date_gmt":"2016-09-13T15:49:23","guid":{"rendered":"https:\/\/medium.com\/p\/7e66b0dbeae1"},"modified":"2026-02-03T07:25:51","modified_gmt":"2026-02-03T07:25:51","slug":"5-hacks-for-effective-field-service-management-and-optimization-7e66b0dbeae1","status":"publish","type":"post","link":"https:\/\/www.loginextsolutions.com\/blog\/5-hacks-for-effective-field-service-management-and-optimization-7e66b0dbeae1\/","title":{"rendered":"5 Hacks for Best Field Service Management and Optimization"},"content":{"rendered":"<figure><\/figure>\n<h1>5 Hacks for Best&nbsp;Field Service Management and Optimization<\/h1>\n<p>While managing a <a href=\"http:\/\/www.loginextsolutions.com\/products\/force\">field service workforce<\/a> there would be many bottlenecks that you would have to, eventually, overcome in order to ensure smooth functioning of operations. There are various ways to look at these bottlenecks. Two popular approaches are:<\/p>\n<figure><img decoding=\"async\" src=\"https:\/\/cdn-images-1.medium.com\/max\/774\/1*q47yljyycgLmvM_FWR0xqw.jpeg\" alt=\"\"><\/figure>\n<p>Based on your business acumen and philosophy, you could take one of either side, as given above. You can either choose to solve a problem or you could take the situation as an opportunity to propel your business ahead. One of the solutions, and quite in-demand, is <a href=\"http:\/\/www.loginextsolutions.com\/products\/force\">field service management<\/a> and optimization through automation. You can use a digital setup to create a network for your workforce. This network may, then, be used to generate more control or create more opportunities, based on your approach.<\/p>\n<blockquote><p>\u201cFrom now on, the fundamental message is that it is no longer about optimizing current operations by introducing a digital aspect, but about rethinking processes (internal or client processes) based on the possibilities that digital can offer.\u201d<br \/>\n<strong>\u2014 Jean-Paul Mazoyer, Head of Group Information Technology, <\/strong><a href=\"https:\/\/twitter.com\/CreditAgricole\">CreditAgricol<\/a>e<\/p><\/blockquote>\n<p>And on that note, let\u2019s look at 5 hacks that might make your field service management more streamlined.<\/p>\n<ul>\n<li>\n<h2><strong>Accountability.<br \/>\n<\/strong><\/h2>\n<p>At any point in the past, if you have asked yourself, \u201cCan I make my field service managers more accountable for their actions?\u201d then you can probably relate to this problem. One major drawback of having people on the field is that there would, by definition, be lack of control over their immediate actions. On-field team monitoring, then, helps you to have direct control over the functioning and direction of your field service workforce. You can assess the workflow of any day in real-time and create a plan of action accordingly.<\/li>\n<\/ul>\n<ul>\n<li>\n<h2><strong>Real-time monitoring.<br \/>\n<\/strong><\/h2>\n<p>The field service system may be the face of your company for your customers or business partners. Proper field service management would then ensure that there are more instances where the field service rep can be properly directed to address a particular situation or crisis in an appropriate manner. Suppose your representative has to spend just that little more time to convince a client. However, the representative has to meet with another client within an hour. <a href=\"https:\/\/blog.loginextsolutions.com\/5-ways-where-real-time-technology-makes-a-tangible-impact-on-logistics-and-on-field-movement-6073503fc517#.hhrs3rftx\">Real-time<\/a> monitoring of that situation would allow the manager to assign another representative to that client or reschedule the upcoming&nbsp;meeting.<\/li>\n<\/ul>\n<ul>\n<li>\n<h2><strong>Decision lag.<br \/>\n<\/strong><\/h2>\n<p>On the field, there are many instances where your representatives needs to take a decision at that instant itself. Perhaps a prospective customer wants a discount approved. Maybe your field service representative doesn\u2019t have the authority to approve a discount. In such a situation, with proper sales team supervision technology in the hands of your representative, you can direct your representative to act accordingly. And voil\u00e0, you just saved a&nbsp;sale!<\/li>\n<\/ul>\n<ul>\n<li>\n<h2><strong>Learn and adapt<br \/>\n<\/strong><\/h2>\n<p>Experience is a vital aspect of your workforce, your entire field workforce. Irrespective of attrition, you would like that the experience or knowledge gained should stay in the company. Field service management and automation can help achieve this and more. Let\u2019s suppose you have a business development executive who visits clients for scheduled follow ups. The client then claims that they dealt with another executive who knew their requirements better. Your current executive would then just have to access the database of clients through his or her mobile device to check any comments or notes the previous executive might have left there. Problem solved. Of course, your current executive would then leave his or her own comments regarding the&nbsp;meet.<\/li>\n<\/ul>\n<blockquote><p>\u201cMobile technology helps us provide the right data to the right decision maker at the right time, in the right place and on the right device.\u201d<br \/>\n<strong>\u200a\u2014\u200aMichael Restuccia, V.P. and C.I.O., <\/strong><a href=\"https:\/\/twitter.com\/PennMedicine\">PennMedicin<\/a>e<\/p><\/blockquote>\n<ul>\n<li>\n<h2><strong>Documentation, documentation, documentation.<br \/>\n<\/strong><\/h2>\n<p>Your field service representatives may end up spending a sizeable amount of their time on documenting their various activities, developments and accomplishments. This time could, however, be better utilized in actually furthering those activities, developments and accomplishments. A proper field service management system would allow your workforce to update the system with various details as and when they happen. A service request or sale could be added to the system instantly. The back-end would then have that much more time to process the same. Moreover, all this could be done without the use of paper. So, environment wins&nbsp;too.<\/li>\n<\/ul>\n<blockquote><p>\u201cIf you think of mobility only in terms of the front end, then we\u2019ll fall short of expectations. Because it\u2019s the back-end systems, too, that are too old to keep up with today\u2019s demands.\u201d<br \/>\n<strong>\u2014 Dr. Rainer Sommer, Head of GI IT Germany at&nbsp;<\/strong><a href=\"https:\/\/twitter.com\/Zurich\">Zurich<\/a><\/p><\/blockquote>\n<p>According to the CSC Global CIO Survey: 2014\u20132015, 62% of Asia-Pacific organizations, across all industries, have invested in <a href=\"http:\/\/www.loginextsolutions.com\/products\/force\">Enterprise Management Systems<\/a>. This trend is on the upswing and is unlikely to be a bubble. Organizations are accepting the merit of various technology assisted enhancements for workflow and best field service management and optimization.<\/p>\n<blockquote><p>\u201cForces such as social, mobile, data and the cloud now have an impact on every aspect of business, and we as IT business professionals can help harness those forces to benefit our operations and our products\u201d<br \/>\n<strong>\u2014 Diane Schwarz, V. P. and C.I.O.,&nbsp;<\/strong><a href=\"https:\/\/twitter.com\/Textron\">Textro<\/a>n<\/p><\/blockquote>\n<p><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/medium.com\/_\/stat?event=post.clientViewed&amp;referrerSource=full_rss&amp;postId=7e66b0dbeae1\" width=\"1\" height=\"1\"><\/p>\n<p><a href=\"http:\/\/www.loginextsolutions.com\/products\/force\"><img decoding=\"async\" loading=\"lazy\" class=\"size-full wp-image-511 aligncenter\" src=\"https:\/\/loginextsolutions.com\/blog\/wp-content\/uploads\/2017\/03\/click-here-to-read-more-such-amazing-conversation-and-interesting-blogs-1.jpg\" alt=\"Field service optimization\" width=\"728\" height=\"90\"><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>While managing a field service workforce there would be many bottlenecks that you would have to, eventually, overcome in order to ensure smooth functioning of operations. There are various ways to look at these bottlenecks. <\/p>\n","protected":false},"author":1,"featured_media":294,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[1,29,49,50,16,10],"tags":[121,74,51,31,27,32],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.13 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>5 Hacks for Best Field Service Management and Optimization<\/title>\n<meta name=\"description\" content=\"Boost your field operations with these 5 hacks for effective service management. 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