Peer-to-Peer Mobile Computing and Field Services Automation, Part 2

This is the second in a 2 part series on Peer-to-Peer Mobile Computing and Field Services Automation. Part 1 can be read here.

Field Service Technicians spend much of their time working at remote customer sites. Often the job expands or they get dispatched to a new job where they don't have the right equipment, expertise, tools or parts to complete the job in a timely manner. This can result in delays and inefficiencies that result in higher costs. Let's ponder some ideas on how a peer-to-peer mobile computing environment along with LBS (location based services) could improve these situations.

Location based services allow you to identify locations, objects and people with GPS coordinates. Based upon these GPS coordinates, various actions can be programmed or configured. Once you are within 1 mile of a shopping center, you begin to receive product sales and discount information as an example. In a field service context, you could activate a database query, or activate a series of automated business processes. Let's consider a scenario.

A field service technician carries an inventory of equipment, tools and parts in his van. It has only storage space for a limited inventory. Different field service technicians carry different tools, equipment and parts in their van's inventory. Perhaps if all of the vans had GPS tracking, and all of the van's had identified inventory, then a field service technician could view a complete mobile inventory from all 6 vans within a 5 mile radius.

Why would viewing the inventory from all 6 vans be useful? If a van with the right equipment, tools or parts was closer than the company's warehouse, then you could save time and money by meeting the van and exchanging inventory. The company van with the right equipment or parts may be only 1.3 miles away from your location, while the warehouse may be 25 miles away.

It is also good cash management to turn over your inventory. You don't want your field service technicians purchasing more of a particular part, when your warehouse or other vans already has that unsold part in inventory.

How does mobile peer-to-peer or P2P computing come into this scenario? Each mobile handheld computer can be configured to communicate directly with all the other company's mobile handheld computers so their locations and associated parts and equipment inventories can constantly be surveyd.

I have not yet seen a a work order management or field service automation system utilize these emerging LBS and P2P technologies, but I believe this is a very intrigueing new area. If you have seen examples of this kind of solution in action, please share in the comments section below.

If you would like to exchange ideas on this subject please comment on this article or contact me.

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Author Kevin Benedict
Independent Mobile Strategy, Sales and Marketing Consultant
www.linkedin.com/in/kevinbenedict
http://mobileenterprisestrategies.blogspot.com/
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Equipment Centric Mobile Software Applications and Workflows

A service technician receives a mobile work order dispatched to his rugged mobile handheld. It calls for the immediate repair of an air conditioning unit in a specific factory. Under the account status it says annual service contact in flashing red. He pushes the red flashing button and the mobile work order application then queries a different application - the central office CMMS (computer managed maintenance system) for any additional maintenance or inspection work that needs to be completed on the broken air conditioning equipment, or any other equipment under a service contract in the area.

Let's pause a moment and consider the implications of the above scenario. A need for a customer's equipment repair generates a work order that is wirelessly dispatched to the service technician. While at the jobsite, the service technician wants to know if any other equipment needs serviced while he is onsite. If he can accomplish more work while he is onsite, then that can save fuel and travel time expense.

Ideally, there would be an automated workflow that would link the Work Order Management System with the CMMS (computer managed maintenance system) and service calls would be organized (repairs, regular services and inspections) prior to the service technician dispatch, but even without this integration good mobile software application can synchronize with multiple backend database applications so onsite coordination can be done.

What kind of "regular" services are needed? Often, HVAC (heating ventilation and air conditioning) companies will service their customers' equipment on a schedule for an annual service fee. To be profitable, the service company needs to make each visit the most efficient possible. They will inspect the equipment, do minor maintenance and change out filters. If a service technician is already onsite with a service dispatch, then he can efficiently conduct the "regular" services on additional equipment while he is there.

Often the environments described above involves a number of different software applications. CMMS, Work Order Dispatch, CRM and the customer's Asset Management software application. Ideally the service company would have the CRM/CMMS and Work Order dispatch system in place and all of these would integrate and synchronize with the mobile handheld computer. Once the work was completed at the jobsite the work order details would then be integrated with the customer's Asset Management application. This would allow the customer to keep their records updated on each piece of equipment.

For a related article on geotagging equipment for Asset Tracking and Management please see this article.

If you would like to discuss this topic in more detail please contact me.

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Author Kevin Benedict
Independent Mobile Strategy, Sales and Marketing Consultant
www.linkedin.com/in/kevinbenedict
http://mobileenterprisestrategies.blogspot.com/
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Google Latitude for Handheld PDAs, Smartphones and Work Orders

Google recently announced a new application in the world of cloud computing called Google Latitude. This is a very interesting application in that it allows friends to see where friends are located, or managers to see where his or her work teams, vehicles and job sites are located.

In the past, this functionality has only been available to companies for tens or hundreds of thousands of dollars (or name your currency). You could find these features on enterprise quality work order management solutions or proof-of-delivery solutions for handheld PDAs and Smartphones. Google has a way of shaking the industry up by making mobile applications free.

Today, for free, a manager can implement Google Latitude on his company issued handheld PDAs and Smartphones and see where his workers are at all times. The manager, from his desktop, can view a map of the location of all of these mobile handhelds.

In a previous article I wrote about the inefficiencies caused by a lack of management visibility and knowledge on the location of their employees, job sites and inventory. Here is an excerpt on how to waste time and money:

1. Waste 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. Waste 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. Sit outside of a locked and vacant location wasting time 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. Send service technicians to a distant location, when another service technician is closer and available. 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. Miss opportunities to sell more services, parts and equipment to the customer at the time of work and at the point-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. Drive large and 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. Implement 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 much 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.

Google Latitude would allow an Operations Manager to dispatch and route his service technicians or delivery vans based upon current locations of his employees and vehicles.


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http://mobileenterprisestrategies.blogspot.com/
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Mobile Software, PDAs, Rugged Handhelds and SAP

SAP is one of the largest software company in the world, and yet, SAP cannot easily process a simple work order or field service ticket. Think about it! Millions of people use SAP and it has difficulty processing an invoice from a plumber that fixed your office toilet. Let's explore this more.

The poor plumber completes his work, pulls out his rugged handheld PDA and fills out the electronic work order. Once it is completed he has the customer sign the screen and prints an invoice on his mobile printer. The customer (SAP user) takes the invoice and gives it to the Accounts Payable department. The Accounts Payable department looks to see what purchase order the invoice is associated with and finds none. There is now an invoice dispute.

I see this challenge with companies receiving invoices from law firms and in the Oil industry (Upstream). Both industries submit many invoices to firms using SAP and these invoices are rarely associated with a PO. What's the answer? I invite your thoughts.

Even though the world of mobile applications and rugged handheld computers may permit faster invoicing for services, there still needs to be business process improve on the customer side in order for efficiencies to be realized.

Sybase iAnywhere, Mobile Handheld PDAs and Mobile Software Applications

The attached newsletter from Sybase iAnywhere and Gartner includes many different case studies of companies that have implemented enterprise mobile solutions for use on mobile handheld PDAs. One of the articles is on MobileDataforce's customer Janssen-Fritzen. They used MobileDataforce's PointSync Mobility Suite to customize a wireless work order system for use on mobile handhelds that run on Windows Mobile.

Sybase-iAnywhere-Newletter-V1.pdf

Work Orders on Mobile Handheld PDAs

Many owner's of small services companies ask me how a paper based work order or service request document can be condensed to fit on a small handheld PDA screen. Good question! Let me explain some of the ways the team at MobileDataforce would layout the screens in an easy to use manner.

Most service or work order documents are divided into common sections:

1. Date, Service Technician name, service ticket number
2. Customer Name, address, phone number
3. Reason for Today's Call
4. Work Performed and description
5. Identify equipment that was serviced
6. Cost of work performed
7. Cost of parts used
8. Status of Work (complete, incomplete, outstanding)
9. Payment information
10. Customer and Service Technician signatures

We use the ability to pre-load the mobile work order application with all the dispatched customer information from the office. Most of the data the service technician enters into the mobile application can be done using:

• Check boxes
• Pick lists
• Radio buttons
• Pull down menus with multiple choice
• Digital signature capture
• Pre-determined labor rates
• Pre-determined parts' pricing
• etc

We are able to automatically compute the cost of labor and parts and you can even swipe a credit card from many of the handheld PDAs.

What is the value of mobilizing a work order or service request service?

• Faster dispatch from the office
• Pre-populated work orders synchronized to the handheld PDA
• Less data to fill out on work orders
• Instant invoicing for work complete
• Faster collections
• Complete and accurate work orders synchronized back to the work order or accounting system in the office
• Less admin work in the office
• Less dispatch work in the office

The benefits list is very long. If you would like to discuss your business requirements with a mobile solutions expert, please contact MobileDataforce by email or by visiting http://www.mobiledataforce.com/.

Here is another article on mobilizing work orders/service requests using handheld computers.

Why Do Some Companies Use Mobile Software and Others Don't?

Daily we receive calls from companies wishing to use mobile software on handheld PDAs for their work orders, inspections, asset tracking or delivery services. Although we receive many calls, these companies are unique. For every company that calls my mobile software solutions team, many others in the same markets regretfully do not. Is it because my marketing budget is finite and they simply don't know MobileDataforce exists? Perhaps, but I am inclined to think there is more to the story.

The companies calling us are dissatisfied. They are dissatisfied with their existing business processes. They see inefficiencies and they are annoyed. They have seen the capabilities of mobile solutions and recognize what they mean to their business and profit margins. They are focused on growth and business process improvement. They have ambitions to accomplish more, capture more profits and to improve customer service. They call my team with questions like these:

• How can I put a work order solution on my Palm Treo 750?


• How can I dispatch a work order to my mobile device?


• How can I accomplish instant invoicing?


• How can I take digital photos of my work?


• How can I get "proof-of-delivery" using a mobile handheld PDA?


• How can I take these paper forms and convert them to mobile solutions?


• My paper process is costing me $234,000 per year. Can I mobilize this process?

HVAC Maintenance and Mobile Handheld PDAs

Access Heating & Air Conditioning came to my house today. Poor them...they did not realize that I work at MobileDataforce and we design, develop and deploy mobile handheld PDA HVAC software applications. They must think I am the most obnoxious customer they have ever had.

"Using a paper form and clipboard I see."
"Yep"
"How do you know what job to do next?"
"They tell me on the radio."
"How many jobs do you do a day?"
"As many as they tell me."
"How do they tell you?"
"I go to the office in the morning and they say - here and hand me a job."
"What about jobs 2-7?"
"I call them on a radio and say I am finished. They say about time now go here or there."
"Do you ever need to review past work orders or maintenance forms?"
"Yep - most of the time the customer has the last one duct taped to the side of the furnace."
"If not?"
"I call the office and ask them to look in the file and read it to me."
"Why three separate forms?"
"One for a service agreement, one is a maintenance checklist and the third is an invoice."
"What happens when you give all that paper work to the office staff?"
"The invoice is put into the computer, the other 2 forms go into a notebook/file folder."
"How long does a service call take?"
"With a customer like you? Too long."
"Sorry...thanks...goodbye!"

I refrained from explaining how we mobilize HVAC operations regularly. It makes so much sense to combine the 3 forms into one mobile software application on a handheld computer. The service agreement, maintenance inspection and invoice could be integrated easily into one electronic form on the rugged handheld computer and the data could be synchronized wirelessly directly to the office computer system.

The service technician could query past visits with a simple online request. Digital signatures and a mobile handheld computer could be used to capture digital signatures and a mobile printer used for the invoice. The invoice could even be emailed to the customer rather than using more paper.

Service orders could be dispatched electronically to the service technicians handheld computer rather than trying to call and read all the information, which the service technician scribbles on a paper tablet while drinking his coffee and driving through the rain in rush hour traffic.

Oh my...I have a lot of work to do.

Business Analytics and Mobile Handheld PDAs

We have many very large customers that are deploying hundreds and even thousands of mobile handheld PDAs to their field services and inspection teams around the world. In addition to all of the efficiencies derived from using mobile software applications that synchronize directly to enterprise database applications back at the office, there is the additional value of being able to analyze services and business metrics in real time. Let me explain:

If your company provides a defined list of services, it is easy to include a feature in your "mobile work order" application that will record the start and stop times on a service. Let's say you have 100 field service technicians all performing the same list of services. It will not take long to understand the average length of time it takes to complete that service. Your job estimates will become increasingly accurate, your planning and scheduling processes better defined and accurate and the individual performances of your field service technicians can be monitored based upon your analysis of the time it takes to complete each service that you offer. You can pay bonuses or give raises to service technicians that have above average service performances and that generate above average profits for the company.

These business analytic features can be included in just about any mobile software application for use on handheld PDAs developed on the PointSync Mobility Platform.

Toilets and Mobile Handheld PDAs

This is a first - MobileDataforce is developing an inspection software solution for inspecting toilets using handheld PDAs. Our team in Newcastle, England is working on a project called WaterSmart. This application is for Water Utility companies to use to help homeowners conserve water and save money.

This is how it works:

1. Inspectors swarm into a homeowner's bathrooms and start flushing their toilets, using their showers and filling their bath tubs.
2. They measure outputs, water pressure, and the overall water use of a house.
3. They use handheld PDA applications to collect all of this data and synchronize it back to headquarters
4. The data collected results in recommendations for the installation of water conservation equipment in the home, which kicks-off a work order process
5. The work order is dispatched to a service technician that travels out to the home and installs things like; balloons in the toilet to reduce the water in the tank, shower heads that reduce water volume to a dribble and many other clever things...

These mobile software applications are used for mobile inspections, data collection, work order dispatch and synchronization. These are very interesting projects and they allow us to play with cool new handheld PDAs and other mobile gadgets.