Mobile Field Services, Cross-Selling and Enterprise 2.0

Selling more service contracts, warranties and appliances were three reasons Sears gave for mobilizing their field service technicians in this recent article. Cross-selling is also a key to successful field services organizations according to Gartner's Magic Quadrant for Field Service Management ( May 2009). Isn't it interesting how important onsite sales are for organizations that provide services?

It seems that in these days of internet e-commerce, people still like to look into the eyes and talk to a real person. If that person just happened to fix your satellite TV hours before your football game, you are very happy with them. You are willing to listen to them as they make recommendations and referrals.

If you are a software developer of mobile applications for Field Services Automation (FSA) you are going to have to take the notion of "sales" seriously in your application. Gartner states that leading FSA companies will need to include CRM components in their field services applications. This may include integrations with mobile sales force automation tools or SaaS providers, product catalogs, inventory levels, shipment tracking, etc.

Location based services may also have a role here as discussed in this article on mobile sales applications and LBS.

Let's continue this thought process and integrate cross-selling, Enterprise 2.0 and mobile applications. In this article on Enterprise 2.0 and Mobile Software Applications, the idea of a Facebook like application for businesses is explored. The ability to have an enterprise collaboration and communication tool that utilizes many of the concepts of social networking. If a key contributor to the success of a field services company is selling products and services while onsite with a customer, then what would happen if the service technician expanded his product line with those of key collaborating business partners?

Let's think through a scenario:
  1. Plumber Edward fixes a leak for Mrs. Jones
  2. Plumber Edward sees the tile floor on the bathroom needs repaired
  3. Plumber Edward is connected to a tile installer via an online Enterprise 2.0 website
  4. Plumber Edward refers the tile installer and uses the Enterprise 2.0 website or the iPhone version of it to notify the tile installer
  5. The tile installer receives the referral via the Enterprise 2.0 service on his Blackberry and wins the business.
  6. The tile installer notices that the floor needs repaired and refers a carpenter via the Enterprise 2.0 website.

You get the picture. A group of linked and collaborating businesses cross-sell each other's products and services via a mobile Enterprise 2.0 service. Each of these collaborating businesses have eyes, ears and faces in the marketplace seeking to find business for the other members. This is business collaboration with big benefits!

I can image a time when there is a monetary value placed on each level of referral. Direct referrals are worth more than a 2nd level referral. Members could participate in different collaboration groups depending on the market dynamics.

Sears said that the onsite service technician, standing face-to-face with the customer, had the best opportunity to sell products and services. They invested in equipping their mobile service technician with more wireless mobile software applications to assist in closing more sales. They reported it was successful.

I would like to hear your thoughts and comments.

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Author Kevin Benedict
Independent Mobile Strategist, Sales, Marketing and Business Consultant
www.linkedin.com/in/kevinbenedict
http://kevinbenedict.ulitzer.com/
http://mobileenterprisestrategies.blogspot.com/ /
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Asset Tracking, Asset Management and Mobile Handheld Applications

In this article Trimble's joint venture with CREEC is discussed. CREEC is the China Railway Eryuan Engineering Group Co. Ltd. This joint venture is to help deliver solutions to effectively manage the construction and maintenance of rail roads and their assets.

How many of you have ever lost your keys around the house, or misplaced tools in your garage or shop? Image having billions of dollars worth of assets that you must locate, manage and maintain over thousands of miles and hundreds of properties. You can easily see how important it is to effectively track these assets, maintain and manage them in a powerful database system designed for asset management.

Geotagging (geotagging is discussed in more detail here) the assets enable you to know where they are located. Inspecting and completing regularly scheduled "conditional assessment" reports using mobile handheld computers that are synchronized with the asset management system in the office, enables you to know their condition and to schedule maintenance on them. Since most of these assets are located outside of the office, they need to be inspected remotely. This is the role for mobile handheld computers and mobile software applications. Work orders, or scheduled maintenance services can be dispatched from the office to the mobile handheld computer used by the service technicians. All of this information is sent back to the office wirelessly so the records can be maintained and the assets effectively managed.

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Author Kevin Benedict
Independent Mobile Strategist, Sales, Marketing and Business Consultant
www.linkedin.com/in/kevinbenedict
http://kevinbenedict.ulitzer.com/
http://mobileenterprisestrategies.blogspot.com/
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FedEx, GPS Fleet Tracking, Mobile Applications and Complaints

In this article on the blog called Trimble Fleet Tracking and GPS, FedEx's inability to estimate their time of delivery to a time window of less than 6 hours is discussed. It is interesting to ponder what technology and business process challenges FedEx must have to not be able to improve upon this.

I wonder how much lost productivity there is as a result of not knowing when a delivery will arrive, and being required to wait most of a day for it. With LBS (location based services) available, it seems that FedEx could alert the recipient when they were 1 hour from delivery, or within a 3 mile radius.

I wonder if it would work for FedEx to announce they would be parked at a certain central location for 15 minutes and you could drive there to pick-up your package early in the morning, rather than wait all day for it. Just wondering....

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Author Kevin Benedict
Independent Mobile Strategist, Sales, Marketing and Business Consultant
www.linkedin.com/in/kevinbenedict
http://kevinbenedict.ulitzer.com/
http://mobileenterprisestrategies.blogspot.com/
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Efficiency in Healthcare Services through Mobile Applications and Telemedicine

Recently my wife had minor surgery on her arm that was accompanied by an allergic reaction on her skin. She called her doctor who asked for a description. She provided, as best she could, a lay person's description. The doctor listened to the description over the phone and provided some simple recommendations. This was relatively efficient telemedicine for a non-serious situation. There was no visit required, just a couple of minutes of the Doctor's time and everything worked out fine.

It occurred to me later that we could easily have taken a quick well lighted digital photo with my iPhone and emailed the digital photo to our Doctor for review, reference and inclusion in our electronic healthcare records as well. Why not? It would likely have provided better and more accurate information. I wonder how many simple health related issues could be resolved using telemedicine and integrated digital photos sent by the patient?

We are at a transition point in the evolution of mobile technologies. The mobile technology is available and relatively inexpensive, but not yet integrated into even basic services in many cases. We need industry healthcare experts to start implementing these basic technology steps that improve efficiencies and reduce costs for both the provider and the patient.

I am reminded of a call I made to a plumber a few years back. I called and said I need a plumber to do a task. I said, I will send over a series of digital photos that show exactly what I need with measurements. The plumber said, I don't know how to receive and view digital photos. As a result, he drove out, looked at the scene I could have emailed him, left for another hour to purchase the parts and returned. He turned a quick 30 minute job into a 3 hour job with the added fuel and travel costs.

Healthcare providers need not be like the plumber. Telemedicine, digital images, and remote wireless health monitoring devices that send data to the Doctor's office at regular intervals could provide incredible efficiencies.

I would like your thoughts and comments on telemedicine and using mobile and wireless devices for providing healthcare services.

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Author Kevin Benedict
Independent Mobile Strategist, Sales, Marketing and Business Consultant
www.linkedin.com/in/kevinbenedict
http://kevinbenedict.ulitzer.com/
http://mobileenterprisestrategies.blogspot.com/
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Mobile Inventories, Field Services and Changing a Light Bulb

Today I walked by a van in the grocery store parking lot and saw the doors on the van open. A man had a shopping cart next to the van and was slowly and methodically taking out boxes of light bulbs, entering their product codes onto a paper work order form and then placing them in the shopping cart.

Presumably the young man was not a detailed oriented thief, but rather was preparing to take the light bulbs into the store and replace those that were burnt out. I watched as he looked for the product codes and wrote each one down. Someone is going to do something with that paper form. The likely scenario is that someone in administration will type the information on the paper form into the work order management software in the office when they can find nothing more fun to do.

I wonder how accurate the product codes are after the service technician writes them on the paper form, and the data entry person interprets the handwriting and then types them into the system?

There are numerous issues with this scenario:
  1. Inefficient use of a service technician's time - although it may not take a lot of skills to change a light bulb.
  2. Inaccuracies in the documentation of product codes and work order details caused by poor handwriting and inaccurate data entry.
  3. The lack of timely work order and inventory reporting, as the details are available only on paper until the data entry person gets to them.

Now this particular light bulb changing company may have been small, but think about the ones in big cities or Las Vegas even. Inefficiencies can add up to massive problems as they scale up.

With powerful, ruggedized handheld computers with integrated GPS, wireless connectivity and bar code scanners, inventories can be quickly scanned into the van (mobile inventory) and the mobile work order software can associate the parts and products with work order numbers and synchronized directly into the work order management system in the office for quick invoicing.

We finally have the answer to the age old question, "How many people (name your ethnic, geographical, religious or cultural stereotype) does it take to change a light bulb?" The answer is LESS THAN IT DID BEFORE, if you mobilize your work order processes with handheld computers and use data collection technologies like bar code scanners to document your inventory usage.

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Author Kevin Benedict
Independent Mobile Strategy, Sales and Marketing Consultant
www.linkedin.com/in/kevinbenedict
http://kevinbenedict.ulitzer.com/
http://mobileenterprisestrategies.blogspot.com/
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GPS Fleet Tracking for Added Sales

I passed a blue Sears Appliance Repair van with a white satellite dish on the roof yesterday and it reminded me of their business strategy. The white dish serves as both a satellite uplink and GPRS link to the Internet. The vans are basically mobile WiFi centers. They are able to be tracked via GPS and they are able to provide some significant benefits for the service technicians that drive the vans.

The vans have both satellite uplinks and GPRS connectivity so when there is poor wireless connectivity, the van's communications can automatically switch over to the satellite uplink technology and continue communicating. This is a relatively expensive option, but Sears reports that it is worth it. What is the value proposition?

Sears reports that providing each of their service technicians with live access to CRMs (customer relationship management) systems, customer records, warranty information and product catalogs helps them sell more products and services at the point of work - the customer's home. They have measured these sales and report solid ROI.

The ROI is not what might have been expected. The relatively expensive communication system that each van has is equally used for GPS fleet tracking and to increase sales and improve onsite customer service.

It is important that GPS fleet tracking vendors and users think about the whole business process and the customer interaction when contemplating ROIs. Sometimes the ROI comes from a broader set of business drivers that initially assumed.

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Author Kevin Benedict
Independent Mobile Strategy, Sales and Marketing Consultant
www.linkedin.com/in/kevinbenedict
http://kevinbenedict.ulitzer.com/
http://mobileenterprisestrategies.blogspot.com/
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Dynamic and Mobile Inventories and Location Based Services

On the blog, Mobile Applications Australia, the author discusses the concept of dynamic and mobile inventories and location based services. The idea is some products may not have enough demand from one store location to sell out. They may have ordered too much inventory and even with discounts the product does not have enough demand at one store to sell out, but the demand across 10 stores may be sufficient to sell all of the inventory.

The excess inventory can be loaded into delivery vans and as the inventory nears each store location LBS alerts can be sent out to each subscriber's Smart phone or other mobile device announcing the availability of discounted inventory for a limited time.

It seems to me that LBSs may be able to revolutionize a lot of retail processes over the next 5 years.

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Author Kevin Benedict
Independent Mobile Strategy, Sales and Marketing Consultant
www.linkedin.com/in/kevinbenedict
http://kevinbenedict.ulitzer.com/
http://mobileenterprisestrategies.blogspot.com/
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Managing Cases and Children's Care with Mobile Applications

A technology writer that I enjoy reading is Philippe Winthrop. He recently wrote about a mobile software application that he learned about that helps case workers take better care of kids in this article.

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Author Kevin Benedict
Independent Mobile Strategy, Sales and Marketing Consultant
www.linkedin.com/in/kevinbenedict
http://kevinbenedict.ulitzer.com/
http://mobileenterprisestrategies.blogspot.com/
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More on Dynamic Ride Sharing - Avego

I was once told by a mentor that once you come up with an idea, it is released to the world for everyone to ponder. Last week I was pondering the concept of dynamic ride sharing and wrote an article about it (read here). Will that idea was already released to the world through a company called Avego. It appears they are executing on the idea, which of course is what makes them different from me. I just pondered the idea over a cup of coffee and they were building a company.

Avego claims that the average driver has $3,000 per year in extra passenger capacity in their vehicle. If they could simply advertise the extra capacity via their iPhone's mobile software application, then many more people could car pool. I love the idea and will be watching Avego closely.

Could that same concept be used for cargo, tools, equipment? I have a pick-up truck and you need to move some boxes. I need a chain saw and you have a chain saw. Of course there are plenty of challenges to these models, but it is interesting to ponder.

Best of luck Avego!

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Author Kevin Benedict
Independent Mobile Strategy, Sales and Marketing Consultant
www.linkedin.com/in/kevinbenedict
http://kevinbenedict.ulitzer.com/
http://mobileenterprisestrategies.blogspot.com/
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Dynamic Ride Sharing Mobile Applications

I am fascinated by the concept of dynamic ride sharing services and the challenging issues surrounding it.

Mobile handheld devices with integrated GPS technologies open doors to all kinds of services never before possible.

Think about this concept - a driver opens an application on her iPhone and notifies the DRS (dynamic ride sharing) service that she will be driving from point A to point B at 4 PM. The DRS system computes the distance and posts the ride details to subscribers with a ride value of $8.55.

Interested subcribers (riders) register for the ride. The driver reviews each potential riders' referrals and online record and accepts up to 3 riders. The acceptance process then sends the Driver's details to the riders for review and acceptance.

At the designated pick up location, each rider confirms they are in the vehicle via email, iPhone application or text message. Upon the trip completion, the driver and each rider completes a brief trip report that is sent to the DRS service and shows up on each of their online records.

No money changes hands in the vehicle. All financial transactions are completed online between the accounts of the driver and riders. The DRS service collects a fee on each transaction.

What are your thoughts? What an interesting way to better utilize cars, make your trip greener and share costs.

There is a mountain of challenges to this concept, but I would like your thoughts.

Read Part 2 of this article.

- Kevin Benedict,
Mobile Strategies Consultant, SAP EDI Expert and Technology Writer

Interviews with Kevin Benedict