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Field service management: 4 best practices for change management

Xavier Biseul
April 28, 2021
5 min. read

Familiarizing users with the project, communicating about the benefits of the change, and training the teams … These are just some of the field service change management prerequisites for the successful deployment of field service management solutions.

As powerful as it is, software is useless if it’s not used! A truism to be sure, but it should be remembered. Too many IT projects fail because they are approached solely from a technical point of view, leaving users behind.

What’s more, active leadership through change is indispensable because the new approach affects internal processes and redefines the roles of operational and managerial staff of service businesses. On top of that, a new field service management solution changes the way planners work as field technicians.

Almost by definition, new software typically receives a lukewarm or even unfavorable reception. These responses align with the well-known adoption curve—the curve that starts with “resistance to change.” One user misses the old system’s drop-down menus, whereas another laments its reduction in functional scope. As a result, the new tool may be underused or even boycotted.

To engage all employees, one must be able to demonstrate that change is inevitable while, at the same time, building a climate of trust. The message here is that we’re not changing for the sake of change but to improve the organization for the benefit of all. Indeed, as the driver of this change, the management team must become the project’s main sponsor.

Popularized during major IT projects of the 1990s, field service change management best practices have become commonplace to win the support of users. It is estimated that change management resources represent 5% to 10% of the project budget, but this investment increases the odds of success by 50%.

1 / Familarize users with the choice of the solution

Free-flowing feedback is necessary to accept the idea of change. Working groups should be established to highlight the project’s hopes, wishes, and understanding. Within these groups, service teams should be allowed to discuss freely without managerial pressure.

Another good practice is to familiarize users with the field service management solutions. They can become members of a representative panel of “ambassadors” comprised of volunteers from the various functional teams. Because these volunteers have worked daily using the processes slated for automation, they are ideally positioned to identify the essential features of the new field service management software solutions.

These same users can test the field service management solutions before deployment. Based on their feedback, optimization and refined customization of the tool will be possible. The goal is to hunt for bugs and irritants so the user experience is as satisfying as possible.

2 / Communicate the benefits of the solution

To avoid tunnel vision and maintain morale, stakeholders must be regularly informed about the project’s progress. This communication should highlight the solution’s benefits to users, including new features, time saved in certain tasks, and the ergonomics of the interface. The message should be adapted to the needs and interests of the audience.

For field service management planners, everyday life will be simplified. With top field service management software, a planner can move or change a technician’s field service call or assign it to another technician all with drag-and-drop actions. Using field service management AI algorithms, the planner can also take advantage of the best possible planning options while considering all operational constraints.

The advantages of mobility and digital solutions

From a smartphone or tablet, the field technician’s mobile app allows the field technician to see the latest version of their schedule and be notified when a change occurs. Optimizing field service work order management also reduces travel time — a significant source of stress. What’s more, freed up from administrative tasks, the planner can enter the work order report using the same mobile device.

In the same way, accounting department staff can go paperless, avoiding manual data entry. Furthermore, the ERP or accounting software can be interfaced with the field service call management software to trigger associated billing by automatically retrieving work times, the services provided, and the spare parts used.

Equally important is communicating with clients (internal or external) about the service. The new software should change the way incident tickets are created, work order monitoring is conducted, and quality indicators are measured and reported.

3 / Train users according to their profiles

Even if the selected software is particularly intuitive, field service management training sessions early on will speed adoption. Training should be given shortly before launch to avoid knowledge gaps. More specifically, it is advisable to use e-learning for the theoretical component and face-to-face training for implementation.

Content presented in a game-like way can also improve online field service management training. Video tutorials and interactive quizzes will attract more attention than a succession of PowerPoint slides. In addition, serious games that use video game code are particularly attractive to millennials.

On top of that, to meet the job constraints of the technician on site — who is always on the road! — It makes sense to offer micro-training designed for mobile devices.

4 / Make an initial assessment without hiding the difficulties

On Day One of the transition to the new software, the technical support team must be mobilized to answer all user requests and questions. The company will be better positioned to make an initial assessment a few months after the launch. Typically, the first results obtained will encourage further change.

Avoid embellishing the results or trumpeting a “success story”. This first assessment must remain factual and be based on key indicators recognized by all.

To reinforce the gains and increase the adoption rate, booster shots of field service management training should be applied. It is also possible to set up user communities on collaborative platforms such as the intranet or a corporate social network to exchange advice and field service management best practices.