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AI FOR FIELD SERVICE: VALUE CREATION PROJECTS WITH THE POWEROPT ALGORITHM
10. October 2024
Jeremy Squire
The key to modern, permanent value creation lies in technology that utilises intelligent algorithms and machine learning. In short: Artificial Intelligence.
AI IN FIELD SERVICE WORKFLOWS
Intelligent, dynamic AI technologies are already available, market tested, and growing. Field service AI is much more than making a good impression; it is assisting the companies themselves to grow. As an operator, how do you begin a project to determine what success looks like in this area? What is valuable to your business? And with your ecosystem already working for you, which workflows will you boost with well-placed assistive AI?YOUR FIELD SERVICE AI PROJECT
The will to innovate is there. In FLS' experience however, companies are hesitant to commit to automation for two main reasons:Managers are tempted to delay AI adoption because of its perceived complexity. It is not necessary to equip all field processes with artificial intelligence. If you instead begin with a manageable target area, you will see success. and win commitment for the next steps.
The specific benefits of field service automation are as individual as respective business cases - another company's objectives. (How can this 'work for us?'). This includes the myths that 'automation immediately overruns thinking' and, 'if I use software, I don't have to change the way I work'.
AI service automation must be financially worthwhile. But the value creation lies not in cost savings, but implementation in ongoing business and everyday management. In your highly competitive market, imagine a tool that will retain your customers and your skilled field employees. Therefore, before the project begins, it is critical to use real data to contrast, and determine what return can be expected over what period of time. In most cases, there is an ROI after just twelve months.
Projects must address questions and starting points, a solution's potential, and ways to create joint value between humans and machines. A key success factor: Everyone on board. This requires people at the table who can actively shape the future. Equal in their roles as the developer, management, office and field operatives. A goal-oriented processes examines, documents, discusses, and pre-qualifies outcomes in order to consider automation. Requirements are interdependent, contradictory, and need to be weighed up and weighted.
Understanding business logic, making use of the people's knowledge and best practice expertise - you cannot automate what you don't know. Automation means: I automate operational planning, what happens in the field, but also leadership and control.
It also means motivating people to work in different ways; ensuring knowledge and data is accessible. The algorithm, its role, its approach and its limits are clear, with a learning curve like any other team member.
WHEN DOES AUTOMATION VALUE BEGIN?
A task is to make the software your own, to make it a full member of the team and to introduce it as such. The key question that must be answered: How do I manage the software as a good colleague? How does a developer create a team member that does not stall after the first onboarding? This teaming of people and solutions, such as FLS VISITOUR, develops to make value creation possible.Developing parameters and strategies, having the courage to work differently through implementation, and letting go of old ideas and processes is not a secret to PowerOpt users. It is possible to achieve results compared to manual planning, with added value coming as the algorithm develops its full potential and provides the best possible results as it learns, in real time for your application.
AI FOR FIELD SERVICE
Continue with the example of modern customer expectations: Any lack of service orientation in field service can threaten revenue: Whether B2B or B2C, this means no rough timeframes for appointment - immediate, precise and reliable appointment lengths - and never (re)explaining issues to the field operative on site again. Loyalty to a service provider can fall away with an inability to meet these high expectations, pushing customers towards competition.Service and operations managers have recognised that ongoing quality is no longer the domain of premium providers. Intelligent software provides significant support for competitive service business and ensures SLAs, adherence to deadlines and punctuality.
If you must make these planning processes reliable and flexible, you cannot just consider the time resources of your field operatives and the contractually agreed response times. Many other aspects play a role: How long will this particular job actually take for this particular customer? What qualifications should the technician have so that they can complete the job (quickly)? What materials do they need to bring with them and what does the customer have on site? What dependencies are there between individual orders? How can the route planned be optimised into a tour?
Even if you employ a few technicians, you cannot handle this complexity. With larger teams, planning teams become overwhelmed.
Read more: Tour Planning or Route Planning - what's the difference?
POWEROPT IN FIELD SERVICE
With the PowerOpt algorithm, all influencing factors are automatically combined to create a real-time deployment plan. A plan that immediately corrects and optimises itself - as soon as a field operative calls in sick, for example, a traffic jam occurs on the way to the next customer, or a repair takes longer than expected. There is no idle time, and backlogs no longer grow.If intelligent technology supports planning, everything changes. Customers no longer call in, only to be offered a wide time window for their appointment. They choose their own appointment slot from automated, cost-optimised system suggestions. They are informed immediately when the field employee is en-route. Convenience is valuable, but there is another point that is often overlooked.
The shortage of skilled workers has hit the sector with full force. Convincing qualified staff to work for your company is more difficult than ever. A decent salary is one thing, but a good field operative expects more. At the very least, that the technology they work with is up-to-date and actually relieves them of their workload, including removing administrative tasks. Here, the PowerOpt algorithm colleague creates a win-win situation and assists with tasks such as mileage calculation.
In order for algorithms to really make a difference, it requires master data of good quality. Many companies have virtually no idea what is happening during the shift. Is the fleet on time, how many miles are actually driven? How satisfied are our customers? Live data from the field is the key to answering these questions and dynamic planning in real time.
FIELD SERVICE AI TO GROW OPERATIONS
Software solutions including FLS VISITOUR also supports growth in times when the search for qualified employees is pushing companies to their limits. Initial solution strategies often involve avoiding dispatch, but questions remain unanswered such as: How do I organise the highest possible utilisation of my employees? How do I achieve or increase customer satisfaction despite small numbers of employees and a constantly growing number of orders?Automation does not replace people, but helps to manage an ever-increasing order volume through AI-powered productivity and efficiency tools. Software supports people with tasks that are annoying, have little added value and can therefore ultimately be automated - but it cannot do all of the thinking for them. PowerOpt designs a different level of control.
Monitoring on the basis of KPIs means making targeted adjustments in case of doubt or, if necessary, to re-parameterise according to shifting goals. The dispatcher retains their expert role for validation and, if necessary, pre-qualification in the kick-off of automated processes. The role as a social link between head office and field service is further enhanced.
AN ALGORITHM TO BUILD SERVICE MODELS
Transformation and automation creates a space for new service models. Field service operatives are the trusted professional and the face of the company/brand. Often they know the customer's needs very well and can therefore more easily identify additional sales or upselling potential. Can you sell a multi-year maintenance contract with the installation of HVAC? It makes it possible to seamlessly map customer and sales processes directly out in the field.Weigh how much customer service loyalty is worth. For example, what is the value versus the cost of always using the same technician for certain customer groups versus using a dynamic team. Companies make very different decisions here depending on the competitive situation, customer satisfaction and the unique selling points of their service models.
Read more: Field Service 24/7: The next normal?
TAKE THE FIRST STEPS AND MOVE TO AI - IN ITERATIONS
To summarise: Human intelligence records processes and software intelligence guides you to answer, 'how could we do it differently, and better?'. The target in an agile, complex operation is therefore characterised by several steps instead of one - planning, doing, learning, adjusting - and then the next learning cycle follows.REALISE A COMPETITIVE ADVANTAGE WITH A UNIQUE FIELD SERVICE ALGORITHM
We evaluate your field organisation's process efficiency, planning quality, and cost structure. To gain an understanding of tools to optimise the field experience for your workforce and customers book a short discussion or contact us at info@fastleansmart.com.Read more:
Maximise First-Time Fix rates with Business Intelligence data
Predictive Analytics: Creating efficiency for Field Service operators
What is Predictive Analytics in Field Service Management software?
Why smart Field Service Automation needs smart data
JEREMY SQUIRE
UK Managing Director
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Jeremy Squire is a business leader and solutions consultant with over 20 years experience in field service scheduling and route optimisation software solutions. He is one of Europe's most recognised and regarded voices in field service technology.