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The Clicksoftware Blog

In today's fast-paced technology world, a little knowledge goes a long way. The more you know about the latest technologies available in your field, the better equipped you are to serve your customers.

Tuesday, October 28, 2008

Gone but Not Forgotten: Five Steps for Regaining Customer Trust and Customer Revenue

One of the reasons that companies embark upon the journey of service optimization is to try and improve the quality of service that they currently deliver to their customers. Perhaps today they are only able to offer their customers all day appointments but tomorrow they want to be able to offer them an AM or PM slot? Perhaps they are concerned about the quantity of customer complaints due to the job not being fixed on the first visit (wrong skills, lack of parts) and they want to improve this?

There is no question that your customer retention levels will increase if you have an optimized planning and scheduling solution making consistent decisions regarding who, does what, where, when, with what and for whom. But no matter how good the technology, every business will lose customers.

So how should you react when you lose a customer?

Jeanne Bliss of CustomerBLISS proposes five steps to identify and regain customer trust and relationships.

Author: Simon Morris

Tuesday, October 21, 2008

Culture Club

I’ve always held the belief that people inherently want to do a great job. This belief came about organically through my own feelings and by observing other people throughout my life. It doesn’t just apply to a career, but also to personal relationships, managing our lives, and extracurricular activities. So, if my belief has any validity whatsoever, what happens between that first day on the job when we’re all revved up ready to change the world, and the day where we’ve become unmotivated, disgruntled and disinterested? And once someone has reached that point, how can you turn them back into a champion?

Well a myriad of things can happen to cause a person to lose the thirst for excellence, but that’s a whole other blog that I will save for another day. What I’m most interested in is how to motivate the unmotivated, convert the disgruntled, and spark the disinterested.

I recently read an interview with Filippo Passerini, President of Global Business Services (GBS) and CIO at P&G, led by Michael Bloch and Elizabeth C. Lempres of McKinsey. http://rss.mckinseyquarterly.com/f/100001s20kq5ik7jg6a.rssWhat I found most intriguing in his interview was that as the GBS organization was streamlining and outsourcing, moral was going up, internal customer satisfaction was going up, and more and more internal employees were applying for jobs within that group. Typically when you hear the words streamlining and outsourcing, one of the next thoughts may be “change management issues”.

When asked why people were so interested in working for GBS, Mr. Passerini said “It is due to … the perception that we are doing more important work than before. Success breeds success”. Although this concept is something I’ve believed throughout my career, I’ve never heard it put in such a way that really made me think about it. Who wants to do unimportant work? If you believe, like I do, that everyone wants to do a great job, than part of that desire needs to be satisfied by feeling that the work that we’re doing is important.

The example that Mr. Passerini gave was that of the acquisition and integration of Gillette. The GBS personnel were working quite literally around the clock to implement. Instead of becoming exhausted and disgruntled, their morale was rising. As Mr. Passerini said “It’s really very simple. People want to do well. People want approval. When they feel they are doing something extraordinary, their motivation increases.”

My call to action today is to think about how to tap into that desire to be excellent that lives both within us and within others. The flip side of that coin is for an individual to be able to define what their organization can do for them in order to make them feel as though they are doing both great and important work.


Author: Andrea Bach

Tuesday, October 14, 2008

It's Not Easy Bein' Green...

As Kermit the Frog once sang: "It's not easy bein' green It seems you blend in with so many other ordinary things And people tend to pass you over 'cause you're Not standing out like flashy sparkles in the water Or stars in the sky".

Being green is not always flashy. For service organizations, your customers notice things such as how long they wait on the phone to set an appointment or how long they have to wait for the technician to arrive on site. They will notice the speed and reliability of the installation or repair, and they will notice how much it costs them to get the service. But will they notice that while you are meeting their above requests, you are also doing your best to preserve the environment? Well, sometimes they do. And more and more being green does build up your image. Increasingly, customers weigh environmental-friendliness as one of the factors in their selection of providers of equipment and services.

The Environment Agency is the leading public body for protecting and improving the environment in England and Wales. Like many service organizations, they have an impressive Customer Charter:

It’s our job to look after the environment and make it a better place – for you, and for future generations. Your environment is the air you breathe,the water you drink and the ground you walk on. Working with business,Government and society as a whole, we are making your environment cleaner and healthier.

But unlike many service organizations, they are putting their money where their mouth is and investing in technology to help them deliver upon their promises. The Environment Agency processes thousands of samples a day to ensure high standards of water quality. Deploying workforce optimization technology will increase sampling efficiency and help play a part in reducing the carbon footprint of the organization.


To read more about the steps The Environment Agency are taking to increase operational efficiency and lower their carbom emmissions, click here.

Author: Simon Morris

Tuesday, October 7, 2008

How to select the best mobile device for your organization?


So your organization decides to go mobile. In today’s world, that is not enough. With complex requirements, different solutions, and many technologies – the decision becomes more complicated than ever.The variety of devices includes cell-phones, smart-phones, handheld
devices and even iPhones, in addition to the PC based devices such as laptops, tough-books and tablets. And don’t forget the new kids in town the UMPCs…


In order to succeed with a mobile solution you need a clear strategy, and one of the most important parameters in this strategy is the type of device to be deployed.
So in order to answer the question: “What would be the best mobile device for your organization?” let’s define a list of different aspects which we will use to examine the many alternatives.
PortabilityNot every mobile device is truly portable. Try carrying a laptop in your pocket and you’ll notice it’s not so trivial. In fact, climbing an electric pole with a laptop is similar to showing up to a board meeting with a desktop...


When you examine the different alternatives, think of the location where your field technicians will spent most of their time working with the system. Will it be in the van? Inside offices? Outside in the rain? while working in a shaft? Handheld devices are more portable than laptops, tablets etc. If the nature of the business requires maximum portability and minimum size and weight, than a handheld device would be the better option.
Real-time Updates:Some organizations dispatch the tasks on a daily basis (during the morning) while other organization would like to be more dynamic, and dispatch the tasks almost in real-time. One of the benefits of having a combined system (mobile application such as ClickMobile with an advanced back-end system such as ClickSchedule) is that it enables a wide area of improvements in terms of monitoring and better decision making based on real-time reports. With ClickMobile deployed in the field – back-end systems automatically becomes “smarter” as they are always aware of the technician’s exact status; current location, connection status, current activity, traffic status, and more. It upgrades the capabilities of those back-end systems thus increases overall productivity significantly.But one crucial factor for this kind of a real-time environment to work is being able to send and receive updates as they happen. The technicians need to be aware of every change in the schedule, every new task which is being assigned to them using drip feed. And on their end, they must be able to report their actual status as it changes. To be able to do so they need mobile software which is well designed for that, but this is not enough: the device and network should also fit this requirement.Which brings me to the next decisive point: Cell-phones, smart-phones and PDAs are designed to work in real-time. Think of your personal PDA: it never goes to sleep… even when it’s off – it still gets phone calls, emails, meeting alerts etc. On the other hand, a hibernated laptop will never beep! In fact, if it is currently in a standby mode it will never know if something in the schedule has changed…So, if your organization would like to use drip feed mode, perform real-time optimization, and would like to have accurate monitoring tools – you need the mobile device to always be connected. It can be done by configuring the laptops in a way they will never be in “standby” mode, but it’s far more natural to implement it with handheld devices.
Application Requirements:In some organizations, the mobile application is used to report working hours, location, statuses, progress and simple completion reports. For this kind of use even a simple WAP application running on a cell-phone may be enough.Some organizations require offline capabilities (because the nature of the working environment), and other organizations need a more advanced application with capabilities such as being able to view customer history, fault description, required parts, files attachments etc. Those organizations may go with handheld devices. And for many organizations even that is not enough: those organizations need to store all their assets information on multiple layers maps, as well as big number of schematics and documents, long completions reports (changing according to different job types) and massive timesheets holding complex daily activities reports. In many cases, handheld devices are just not enough for hosting all of this functionality. Sure, it may be able to run, but it won’t supply a friendly user experience which is very important for the success of the implementation.So it seems that for the means of modifying the timesheets, presenting tasks, running satellite navigators, mails etc. – handheld devices are a perfect match, but if this is just the tip of the iceberg for your organization – you may consider using heavier equipment such as UMPC, tablets or laptops.
Additional Considerations:Keyboard:An important tip here would be to think about the amount of typing required by the technicians: handheld devices, with or without a QWERTY keyboard – are not easy to type. They are enough for short mails / SMS etc. but if the field work requires long reports with lots of typing – your technicians will hate you for equipping them with this small piece of hardware. Creative ideas such as the one below will not solve the problem…





Touch screen:
Some businesses will need a touch screen for the sake of signature capturing, maps redlining etc.Keep in mind that not all the handheld devices come with a touch screen (most Blackberries, Nokia, and Windows Mobile Standard devices do not have touch screen) and on the other hand tablet PCs come with a pretty good touch screen (as well as handheld devices running Windows Mobile professional). Other Accessories:Some organizations are using bar-code scanners or RFID. Bear in mind that many industry hand-held devices come built in with those types of scanners which may be very relevant to your business. Many handheld devices include phones, cameras and GPS which can make them very attractive in terms of having all the accessories in just one device.Battery Life:Even with the strongest battery – a laptop will not stand against a handheld device. Most organizations solve this issue by having a charge located in the van, but in cases where the technicians are working many hours one site – this may become an issue. Solvable, but requires some attention.
Test Software and Hardware together:Remember than usability is not only a matter of software. Some handheld devices come with smaller screens (240,240) while others do not have a keyboard.For some users (like me) a joystick is a disaster and a d-pad (directional pad) is perfect, others will want a full touch-screen while some technicians with tick fingers will not be able to use it at all…Some devices come with more hardware buttons than other and some companies (e.g. Psion Teklogix) have the ability to define custom hardware buttons per customer. And last, don’t settle with just reading the specs; from my experience, there are devices out there with great specs that simply work slower than others.Whatever you decide – you must test the devices with the mobile application in real conditions in the field. Let your technicians get a grip of what they will be using and give you’re their feedback. Remember that as always, the success of the entire project depends also on the satisfaction of the employees.

In the next post I will focus on the differences between rugged devices and simple devices in terms of usability, cost, and resistance as well as going over the many alternatives of handheld devices.

Author: Gil Bouhnick
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