Mobile Software Application ROIs for Mobile Service Businesses

The ROI (return on investment), in this context, is the term used to describe the value of a mobile software solution relative to the expense of designing, developing and deploying it. If a mobile solution cost $145,000, how do you justify the investment? Management needs to see that their investment will provide a quick and positive return. The following list contains some of the most common justifications for mobilizing business processes:

1. Eliminate time spent in the office re-typing data collected in the field: Enable field service technicians to synchronize information directly with the office database.
2. Eliminate time spent on the phone dispatching service tickets or work orders. Both the time of the dispatcher and the time of the service technician: Dispatch electronic service tickets direct from your work order management system in the office with the mobile device of your service technician.
3. Save time finding each work location: Send driving directions, or links, in the electronic work order that work with the GPS and mapping software in the mobile device.
4. Avoid the high fuel costs incurred delivering paperwork to the office and picking it up: Synchronize the data direct from the field to the central database application.
5. Avoid the time cost transporting paperwork from the field to the office: Synchronize the data collected from the field with the push of a button.
6. Save time and provide better customer service by providing real-time access to enterprise parts, orders, and inventory data while in the field: Enable mobile access to customer history, product documentation, warranty information, inventory information, time sheets, work schedules and much more.
7. Save time with field data collection by using barcode scanners and barcode labels, or RFID readers and RFID tags on assets: A quick scan with a handheld computer can automatically display all stored information related to the asset for quick review, edits and additions.
8. Save time and reduce admin costs by creating and scheduling new service tickets direct from the field:
9. Provide immediate invoicing for faster collections and better cash management: Allow field tech to print the invoice on a mobile printer at the job site.
10. Save time and postage costs: Print the invoice and leave it with the customer at the job site, rather than wait and bill later from the office.
11. Document proof of work completed to reduce invoice disputes: Leave a GPS audit trail of where work was performed and include a time and date stamp. Digital photo evidence of before and after work is also useful.
12. Reduce the introduction of errors: Paper based systems are inherently slow and error prone due to human interaction, copying and re-typing. The more human hands that touch a paper form and add or edit data, the more chances that errors can be introduced to the data which will cause invoice disputes, inaccurate records and confusion.
13. Reduce administrative costs by ensuring complete data is sent from the field, as incomplete or inaccurate field data can take hours of work to track down and correct: Send data from the field and ensure it is complete with data integrity features on the mobile handheld computers and rugged PDAs.
14. Reduce administrative costs by avoiding errors and misinterpretations due to poor or misread handwriting: Create electronic forms with pre-made options, check boxes and lists, and by using onscreen digital keyboards.
15. Reduce administrative costs by ensuring the accuracy of data: Validate answers in the mobile software application on the handheld PDA.
16. Reduce time on the phone and dangerous note taking while driving: Push documents directly from the office to the handheld.
17. Save time and fuel by providing electronic dispatch and least cost routing: Use vehicle and/or handheld GPS tracking to view your workforce locations. Handheld computers with GPS functionality can integrate with GIS and display the location of the field worker to help managers better organize service responses.
18. Save time by developing computation and analysis features on the rugged handheld in the field: Programmed analytics can help field users make quicker and more accurate decisions and job estimates.
19. Save time in the field by automating business processes in the mobile software: Mobile application can be configured to perform all kinds of automated business functions, queries, computations and analytics.
20. Enforce quality work habits: Automate “best practices” into your mobile software application and provide visibility to managers.
21. Automate quality and best practices - Activate the appropriate business process based upon the data entered: A specific answer can trigger the required business process.
22. Reduce inventory loss - Avoid undocumented inventory usage and unbilled time: Enforce real time data entry before clock out or work order completion.
23. Improve job estimates: Require clock in and clock out on work to document and analyze the accuracy of work estimates.
24. Improve technician training: Train new service technicians and inspectors with audio memos or video clips in the handheld computer application.
25. Reduce disputes by documenting deliveries and work with digital signatures, date and time stamps and barcode scanners on the handheld computer.
26. Save travel time and fuel cost: Query available inventory in nearby company vehicles.
27. Increase profit per customer: Use information on handheld computers to up-sell more products and services while onsite with the customer.
28. Provider quicker and more accurate estimates: Query latest shipping status, schedules or inventory levels via handheld computers while onsite with customer.
29. Increase warranty revenues: Include updated customer information on the handheld computer so the service technician can sell warranty and maintenance plans, new products and upgrades.

These are just some of the common areas where enterprise mobile applications have been found to provide significant value. The issues and costs of designing, developing and deploying the mobile software applications and handheld computers are discussed more in this article.

If you would like to discuss this subject in more detail please email me.
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Mobile Workflows in the Field, SAP and Other ERPs

The way business processes are designed, implemented and standardized within a company can often mean the difference between success and failure. If often takes years of trial and error, and sometimes flashes of brilliance to come up with just the right business process that will mean success and competitive advantages.

Once the perfect business process is proven it needs to be implemented and automated. Why automated? Because humans are forgetful and have even been known to be from time to time lazy. They want to cut corners and avoid that which is tiresome. Automation enforces and manages the perfect business process.

For years software vendors and ERP developers like SAP have developed applications that help design workflows and workflow engines to run them. These provide the technology infrastructure within the enterprise to automate these business processes and to ensure they are followed, however, once an employee exits the building and drives away in a company van to perform a task remotely, the automated business process breaks down. Suddenly, the business processes that you have spent years perfecting are useless. The employee has broken the "connection" and walked out the door to freedom.

Even today, most mobile field service workers leave the building with a clipboard and a stack of paper service tickets or work orders. How they perform their work, in what order and the processes they utilize in the field are now unsupervised and up for interpretation. The field service technicians often don't much care for the business processes designed by the teams of MBAs in suits at the office. They have their own preferences and opinions about how things should be done, and in remote jobsites who is going to argue?

Many large companies have up to 40% of their employees working remotely and/or in the field on jobsites. How can the SAP or other ERP Business Process Expert design and implement business processes that can be utilized and enforced in mobile and remote locations? This is a challenge worth resolving.

Think about it, a company pays tens of millions of dollars implementing SAP internally and designing business processes and workflows to operate their enterprise. Yet for many services based businesses the money is earned outside the office at remote locations. The location where the customer interaction takes place and where the money is made is often devoid of best in class business process automation.

Mobile applications that need to synchronize with ERPs, should implement mobile workflow support. This requires a client server architecture whereby the mobile client software understands that a workflow or event manager is associated with a particular process and the server also understands that it is both producing and consuming data with the mobile device that is part of an event or workflow. Let me provide a scenario.

A service technician has a ruggded PDA or other mobile device on his belt. He receives an alert that he needs to be dispatched to a jobsite. This initiates a business process with a workflow associated with it. A series of tasks that make up the dispatch and completion of a service ticket are now initiated. The tasks may include:

1. Dispatch receives a service call


2. This initiates a series of tasks including estimating the availability and analyzing the location of all service technicians in the area.


3. Once the nearest available service technician is identified a service dispatch can be sent


4. Service technician confirms availability and accepts the job


5. Least cost and fastest routing information is sent


6. Service technician arrives at the jobsite and pushes a button on his mobile device annoucing his arrival.


7. Arrival message synchronizes with the server workflow or event manager notifying dispatch of his location on site.


8. The workflow may include an inspection, detailed findings, proposed solution, repair and collection of the fee


9. Any parts needed will be automatically deducted from the service vehicle's inventory


10. The workflow can also include sales and marketing activities such as promoting an Annual Service plan or equipment upgrade to the customer


11. The repair is complete, dispatch is notified


12. The service technician is available for another job
    

In this scenario, the mobile client application using a workflow engine that interacts with the server side application steps the service technician through the various tasks included in the business process. These steps can be directions in the form of alerts, messages, next steps, data fields that require input, and feedback from the dispatch office. Each step of the workflow required input from the service technician to confirm that the step had been completed and this information was in turn synchronized with the server side workflow engine. This enables the best practices supported by the company to be practiced and supervised in the field.

SAP has a solution called Event Manager. It is designed to manage activities happening across a geographically dispersed supply chain. It requires data input via B2B and EDI data communications. Similarly, mobile applications can feed data into a centralized workflow or event management solution that helps support and ensure best practices across remote jobsites.

A workflow engine and a mobile client version of a mobile workflow engine is required by companies that want to standardize business processes in the field where interactions with customers take place and where revenue is earned.

If you would like to discuss this concept in more detail please email me.

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SAP and Mobile Applications for Field Services

These are challenging economic times. Companies of all sizes and shapes are seeking to reduce costs and to improve efficiencies. This often translates into more work with fewer resources which can often negatively impact service levels. How does a company reduce costs, improve service levels and become more efficient all at the same time? The improvement and automation of business processes is often the answer. Accomplishing this does not always require a lot of money. Sometimes it is simply focusing on improvement and understanding what your exisiting technology is capable of doing. This article will focus on cost reductions and efficiencies that can be recognized by improving business processes in remote and mobile locations.

Many large companies use ERPs from vendors such as SAP, Oracle, SAGE, MS Dynamics and others. These ERPs are designed to organize a business and to make business processes automated and standardized. However, companies have often over-looked the huge amounts of paper documents that are used in the field, collected and at a later date re-typed into these ERPs. Many ERP users have simply not attempted to automate business processes that happen outside the four walls. These business processes can have huge inefficiencies that can be fixed and savings recognized.

SAP has developed some very interesting mobile application interfaces that utilize Netweaver PI (Process Integration) and enable third party mobile software companies to tightly align their mobile device applications with the standard SAP business processes.

Field services are most often provided away from the office. The process of ensuring quality services outside of the visibility of supervisors and business managers is critical to the success of the business.

The use of industrial handhelds and rugged PDAs and other mobile software technologies, in the context of field services automation, is most often driven by the following 12 business motivations:

1. Efficiencies in communicating information between the office and the remote service technician or jobsite
2. Efficiencies in planning and scheduling work based upon location, parts and expertise needed
3. Reducing fuel costs
4. Reducing travel time
5. Reducing time consuming and error prone data entry activities in the office
6. Increasing productivity – more average service calls per service technician in a day
7. Increasing service contract sales
8. Increasing equipment upgrade sales
9. Increasing collections with mobile invoicing, mobile printing of invoices and onsite collections
10. Improving inventory control and management - visibility to parts needed, the location of inventory and parts used on each job or service ticket
11. Reduced risks by reminding service technicians of safety hazards and safety procedures on the job
12. Improving management visibility into work done in the field to ensure quality services
    

These 12 business motivations become increasingly important during slow economic times when times are tough, and every penny must be saved and maximized. In rapid growth periods inefficiencies are often overlooked in a rush to keep up with the market and business growth, and hidden under the onslaught of new sales and revenues. However, when the economy slows down, it is time for companies to re-evaluate business processes in order to eliminate the inefficiencies and bad habits that have developed. Let’s now review some common and costly inefficiencies:

1. Wasted time and fuel driving back and forth to the office to pick-up and deliver new work orders, tools and parts. With the high cost of fuel, reducing driving distances is a necessity. Can you dispatch a service technician directly from their home to a nearby jobsite? Can you make sure your service technician has the most common parts in the van before they travel to the jobsite?
2. Wasted time and fuel by being unprepared for the job and driving around looking for parts. Can you reduce travel time and fuel costs by being better prepared for the job before traveling? Can you ask customers for more information on the equipment such as brand, serial number, year, location, problem etc? Can you ask the customer for a digital photo of the equipment, serial number, etc., and email it before dispatching the service technician?
3. Wasted time sitting outside of a locked and vacant location waiting for the owner to arrive. Can you set up an automated phone call to let the customer know you are on the way? This avoids showing up at a vacant house or closed business and wasting time.
4. Inefficient dispatching and routing - dispatching service technicians to a distant location, when another service technician is closer and wasting time and fuel. Can you use GPS tracking on the vans to better know the location of all service technicians so you can dispatch the closest and best service technician for the job?
5. Missed opportunities to sell more services, parts and equipment to the customer at the time of work. Can you automatically remind the service technician to promote service contracts by using a mobile handheld work order system? This will help increase service contract sales.
6. Poor scheduling and routing -can you schedule service contract visits based on geographic location to reduce fuel costs and wasted travel time? Can a service technician complete more service calls in a day if they are routed more efficiently?
7. Driving large, heavy vehicles when not required. If you have a better understanding of the parts required for today’s service calls, can you take a smaller, more fuel efficient vehicle to the jobsite?
8. Poor cash management and collection processes. Can you collect money, swipe credit cards and print receipts from a mobile handheld device to improve collections at the jobsite? Are you wasting time, paper and postage sending out invoices weeks after the work was completed?
9. Too high administrative costs. Can you reduce the costs of data entry and administrative staff by automating the dispatch process by using wireless work order dispatch that is integrated directly with your work order management and accounting systems?Every company, upon self-evaluation, will be able to identify additional inefficiencies that can be corrected and reduced. Many of the costly inefficiencies can be resolved by automating and mobilizing field services business processes.
   

Mobilized Work Orders

What does an automated and "mobilized" work order system or service request dispatch and management system look like? Let's walk through a scenario -

1. A customer calls in to report a broken heating system. The office staff takes the phone call, enters the relevant information into the work order application on the desktop computer which then creates a unique work order and number.
2. The work order database application, with GIS integration, can compare the location of each service technician to determine which service technician is closest to the work location. The dispatch system can also look at the estimated time the nearby service technicians are committed to completing their existing assignments.
3. Once the appropriate service technician is identified, the work order is dispatched to the handheld computer used by the service technician.
4. Included in the electronic work order is driving directions from his/her current location to the next job location.
5. In addition to the work order information, warranty, repair, users manual, maintenance history and product information on file can also be dispatched to the handheld computer for reference and parts inventory management.
6. Once the service technician arrives at the location, he opens the work order on the handheld computer. Opening the work order automatically captures the service technician's name, the date/time stamp and the GPS coordinates of the jobsite and enters them into the mobile application’s work order.
7. Next the service technician examines the broken heating system and determines which parts need replaced.
8. He can pull out his handheld computer and check whether he has the needed parts in his vehicle inventory, if not, it can automatically search for nearby service vehicles that may contain the part (GPS tracking enables this). If another nearby service vehicle is determined to have the required part, then driving directions can be sent.
9. When the service technician arrives at the service vehicle with the needed part, then the part is scanned using a bar code scanner in the handheld computer to log its removal from the vehicle's inventory and assigns it to the appropriate work order number.
10. Back at the work site, the service technician runs into a challenge. He has never worked on this model before and needs advice. He snaps a digital photo of the equipment and synchronizes it back to the office. His supervisor reviews the photo and calls him with advice which saves possibly hours of time and mistakes.
11. Once the work is completed, the service technician signs his name on the handheld computer screen, and has the customer sign the work order screen as well. The service technician prints an invoice on a mobile printer and collects the payment or swipes the customer’s credit or debit card. The collection is noted on the mobile work order and synchronized back to the office.
12. A customer survey can pop-up asking the service technician to let the customer answer a series of questions that will impact the service technicians monthly bonus plan
13. As soon as the work order is completed and synchronized, the mobile application reminds the service technician to promote a 2 year service contract. The service technician reviews the details with the customer and signs them up for a 2 year service contract. Next, the work order system reviews job locations and priorities and assigns the next optimized work order to the field service technician.

These business processes are all criticial to the success of a field services business. These processes are sometimes complicated, and with the service technician remote and without direct supervisor management can often be done wrong or incomplete if paper based. The ability to standardize and automate these processes allow service based businesses to accomplish more business with less resources and with better quality.

SAP users are often large companies. Their field service operations can involve hundreds and even thousands of mobile workers. The possible savings from improving mobile operations can be enormous. If you would like to brainstorm about some or all of these mobile business applications for field services companies send an email.

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SAP, Landis+Gyr, Electrical Utilities and Mobile Handheld PDAs

SAP, the world's leading provider of business software, announced yesterday a new partnership with Landis+Gyr, a leading provider of integrated energy management solutions. This partnership includes a software development agreement for the integration of Landis+Gyr's advanced metering infrastructure with the SAP® for Utilities solution portfolio using enterprise services.

You are seeing SAP recognize that there are many specialized business processes that are needed beyond their core ERP solutions, and outside the four walls of the office in mobile environments. SAP has been seeking partnerships that address the industry specific business process needs of companies with mobile workforces.

So far, SAP has seemed willing to give up the mobile applications market for PDAs, handhelds and rugged mobile computers to third parties, and restrict themselves to developing APIs and enterprise service integration repositories for specialized third party mobile application companies like MobileDataforce and others.

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iPAQ Handheld PDAs Everywhere

Our office is covered with many HP iPAQ handheld PDAs today. They are getting installed with a mobile supply chain logistics application that is being used to track supplies heading to various clinics in Africa that treat Aids patients. My PSO (professional services organization) team developed this custom mobile application to our customer's specifications and is now helping install all of the mobile applications on the PDAs in preparation for use in the field.

Our customer selected the iPAQ 694o with an Otterbox as a protective cover.

Africa & Mobile Handheld PDA and Smarphone Applications

I am continually surprised by the wide variety of business processes and geographical locations where our mobile software applications are being used. We are regularly helping with large mobile software projects in Africa. Who would have predicted that? Here are some sample applications:

• Mobile tax assessment application
• Mobile water deliver application
• Mobile clinical supplies and supply chain logistics application

All of these customized mobile software applications were developed using the same mobile software development platform called the PointSync Mobility Platform by MobileDataforce for use on handheld PDAs and Smartphones.

New Rugged Handheld PDA - Trimble Nomad

The new rugged handheld from Trimble & TDS is quite impressive. Follow this link to the full description:

The new Trimble Nomad packs even more functionality into the most powerful and full-featured rugged handheld computer available. Start with an 806 MHz processor, 1 GB of Flash storage, a long-life battery and integrated wireless capabilities like GPS, 802.11g, and Bluetooth. Then select an optional integrated laser bar code scanner and color digital camera. The Nomad also features a high-resolution, sunlight-visible VGA display that shows graphics and maps in crisp detail. And it's fully rugged and just as tough as our other handhelds which means the Nomad offers a lower Total Cost of Ownership (TCO) than consumer-grade handhelds.

In the past I have been disappointed with the lack of muscle and speed in the TDS Recon (a predecessor), and the need to add external GPS, barcode, digital camera assessories, but this new product line seems to have resolved most of those issues. I am a big fan of the rugged, easy grip, water resistant case, and I just think the Tonka Truck yellow is cool!

Many of MobileDataforce's customers work in rough and tumble environments (utilities, construction, asset tracking, inspections, environmental assessments, etc.) and a rugged handheld PDA like the Nomad is a great choice.

Here is another link to a blog on the Trimble Nomad.