Mobile Handheld PC Technology in a Slow Economy

Slow economic periods are a time for reflection for many companies. Understanding how to react to an economic downturn is one of the hardest tasks for a manager. The focus must be on accomplishing more with less and reducing inefficiencies. How can you provide more services per person, lower administrative costs and reduce expenses while at the same time providing quality work and good customer services? This article is intended to help the reader start the process of self-evaluation - to explore where inefficiencies may be lurking in your own unique business environment.

The use of mobile technology, in the context of field service automation, is most often driven by the following 12 business motivations:

1. Efficiencies in communicating information between the office and the remote service technician or jobsite
2. Efficiencies in planning and scheduling work based upon location, parts and expertise needed
3. Reducing fuel costs
4. Reducing travel time
5. Reducing time consuming and error prone data entry activities in the office
6. Increasing productivity – more average service calls per service technician in a day
7. Increasing service contract sales
8. Increasing equipment upgrade sales
9. Increasing collections with mobile invoicing, mobile printing of invoices and onsite collections
10. Improving inventory control and management - visibility to parts needed, the location of inventory and parts used on each job or service ticket
11. Reduced risks by reminding service technicians of safety hazards and safety procedures on the job
12. Improving management visibility into work done in the field to ensure quality services

These 12 business motivations become increasingly important during slow economic times. In rapid growth periods inefficiencies are often overlooked in a rush to keep up with the market and business growth, and hidden under the onslaught of new sales and revenues. However, when the economy slows down, it is time for companies to re-evaluate business processes in order to eliminate the inefficiencies and bad habits that have developed. Let’s now review some common and costly inefficiencies:

1. Inefficiency # 1 -Wasted 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. Inefficiency #2 – Wasting 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. Inefficiency #3 – Sitting 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. Inefficiency # 4 – Sending service technicians to a distant location, when another service technician is closer and wasting time and fuel. 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. Inefficiency #5 – Missed opportunities to sell more services, parts and equipment to the customer at the time 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. Inefficiency #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. Inefficiency #7 – Driving 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. Inefficiency #8 – Poor cash management and collect 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. Inefficiency #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.

Mobilized Work Orders

What does an automated and "mobilized" work order system or service request dispatch and management system look like? A customer calls in to report a broken heating system. The office staff takes the phone call, enters the relevant information into the work order application on the desktop computer which then creates a unique work order and number.

The work order database application, with GIS integration, can compare the location of each service technician to determine which service technician is closest to the work location. The dispatch system can also look at the estimated time the nearby service technicians are committed to completing their existing assignments. Once the appropriate service technician is identified, the work order is dispatched to the handheld computer used by the service technician. Included in the electronic work order is driving directions from his/her current location to the next job location. In addition to the work order information, warranty, repair, users manual, maintenance history and product information on file can also be dispatched to the handheld computer for reference and parts inventory management.

Once the service technician arrives at the location, he opens the work order on the handheld computer. Opening the work order automatically captures the service technician's name, the date/time stamp and the GPS coordinates of the jobsite and enters them into the mobile application’s work order.

Next the service technician examines the broken heating system and determines which parts need replaced. He can pull out his handheld computer and check whether he has the needed parts in his vehicle inventory, if not, it can automatically search for nearby service vehicles that may contain the part (GPS tracking enables this). If another nearby service vehicle is determined to have the required part, then driving directions can be sent.

When the service technician arrives at the service vehicle with the needed part, then the part is scanned using a bar code scanner in the handheld computer to log its removal from the vehicle's inventory and assigns it to the appropriate work order number.

Back at the work site, the service technician runs into a challenge. He has never worked on this model before and needs advice. He snaps a digital photo of the equipment and synchronizes it back to the office. His supervisor reviews the photo and calls him with advice.

Once the work is completed, the service technician signs his name on the handheld computer screen, and has the customer sign the work order screen as well. The service technician prints an invoice on a mobile printer and collects the payment or swipes the customer’s credit or debit card. The collection is noted on the mobile work order and synchronized back to the office.

As soon as the work order is completed and synchronized, the mobile application reminds the service technician to promote a 2 year service contract. The service technician reviews the details with the customer and signs them up for a 2 year service contract. Next, the work order system reviews job locations and priorities and assigns the next optimized work order to the field service technician.

These features and more are developed and deployed by MobileDataforce (http://www.mobiledataforce.com/) weekly to various service businesses around the world.
Slow economic times motive each of us to become more efficient. Self-evaluation can help us understand how we can become smarter business owners. Mobile solutions can be purchased, leased, subscribed to on a monthly basis, or customized specifically for your needs. The ROI (return on investment) is quickly realized and quantifiable.
For more information please visit MobileDataforce’s website at http://www.mobiledataforce.com/.

Mobile Handheld ERPs

Last week my PSO (professional services organization) team gave me a demonstration of one of the coolest mobile software applications I have ever seen. This one mobile application does the following:

• Proof of delivery - route delivery
• Route assignments
• Customer's payment status
• Customer's details
• Work Order Dispatch
• Inventory Tracking
• Identifies nearest source of additional inventory (mobile or warehouse)
• New product orders
• Fleet tracking (odometer readings, driver logs, hours of service)
• Critical message (alerts) - requires driver to read before continuing
• Planagrams - Mobile application tells the driver how much product to deliver to each customer and on what date
• Preventative maintenance planning and service tickets

These are just a few of the features that our customer asked us to customize for their business in just one mobile software application. This customer has chosen the Psion Teklogix WorkAbout Pro as their mobile handheld computer.

This mobile application is complex and huge, yet the processing speed is still very good on the mobile devices. My team has been given a challenge, and they have met the challenge.

This is an example of the kinds of enterprise quality mobile applications that MobileDataforce delivers to our customers weekly.

More on Visibility & Accountability with Field Services

I must confess that I am much more of a people person than a numbers person. However, in my role as CEO of MobileDataforce I am accountable for understanding and using a large amount of numerical data. My responsibilities include:

• Collecting the important business data


• Analyzing the meaning of the data


• Reporting the data to my managers, my board and financial institutions


• Forecasting future growth and business performance based upon the data


• Improving my business processes to enable better performance in the future


• Investing in future products and services that will reap rewards in the future

My responsibilities are very similar to many officers and managers of small to medium sized businesses. The key to effective management is having accurate and timely data, understanding the data and making effective business decisions based upon the data.

Let's take a moment to ponder the process of collecting data in the world of field services (mobile service technicians). The field service manager often finds it difficult to collect the data from the point of work in a timely manner. Often the paper forms stay in the truck or van for hours, days or weeks before the data is entered into a computer system. This means the data is unusable for that period of time. The manager has no way of analyzing it. If the entire system is paper based and filed, then the information that is contained on the paper forms is not available for analysis, reporting or quick business decisions.

Mobilizing and automating the field services operations enables managers to have near real-time access to business data from work done remotely in the field. 75 service technicians can be synchronzing data throughout the day from a large geographic area and the data can be instantly viewed and analyzed. Decisions can be quickly made about issues such as:

• Equipment location
• Service Technician location
• Job status, job delays
• Equipment break downs
• Problem issues
• Change in schedules
• Personnel changes
• Customer issues
• Payment issues
• Unforseen technical challenges
• Unexpected costs
• Changes in inventory
• Much more

This is the kind of near real-time data/information that allows a manager to make good decisions that benefit the business TODAY. If managers are always working from data that is days old, they are too late to impact the quality of business today.

Educational Video on Enterprise Mobility and Field Services

This week I had an interesting experience participating in a 60 minute educational video on trends in enterprise mobility and field services. It will be available for viewing on April 30th. The video has interviews with Psion Teklogix's President of the Americas, Ron Cains and myself.

MDF_invite_April2008.htm

It was an interesting experience. This was no amateur video. We had a crew that consisted of 2 cameramen, a sound guy, a make-up person, a producer and director. They were so professional that they even had those fluffy microphone covers.

More Sales When Using Mobile Handheld Devices

I often talk to potential customers about the cost savings that can be achieved by mobilizing business processes, however, for many of our customers increasing sales is also a key motivator. Let's talk about how mobile software applications can help increase sales:

• Mobile applications can prompt service technicians to renew service contracts
• Mobile applications can prompt service technicians to offer additional and complimentary services. For example: Plumbers can offer to conduct a water conservation inspection in the house while they are there repairing the toilet. The inspection can identify various ways the customer could conserve water by replacing shower heads, toilet tanks, etc.
• Mobile applications can prompt service technician to offer products related to the needs of the customer. Plumbers could talk to customers about water filtration systems, and other products.
• Mobile applications can prompt service technicians to sell extended product warranties
• Mobile applications can prompt service technicians to identify various service and product needs that were noted while on site with the customer. This information can be shared with the sales team for follow-up.

These are just a few examples of how mobile software applications can intelligently remind and prompt field service technicians to help increase the sales of products and services.

MobileDataforce provides a wide range of both mobile software applications and custom mobile software development services.

Growing a Business Using Handheld Computers

One of the major reasons small service companies call MobileDataforce to investigate our mobile field service solutions is to try to understand how they can grow without adding additional administration resources and costs. This is the age old problem of how do you grow beyond the capabilities of the immediate owner/manager. The answer is to automate the business processes that are related to field services.

1. Use wireless dispatching of service orders


2. Synchronize completed service orders directly to the office accounting system


3. Accept digital signatures on service orders completed in the field


4. Use a mobile printer to print completed work orders


5. Use time tracking on the handheld computer to monitor the time spent on each job


6. Track inventory used on the handheld computer and have this information synchronized to the office so all parts and equipment usage is tracked


7. Include a customer survey on the handheld device and associate the survey with each work order


8. The handheld computer can remind the service technician to upsell warranties, maintenance programs and new upgraded equipment sales

MobileDataforce is Selected to Provide Mobile Field Services Solutions for Hospital Equipment

MobileDataforce is working on a mobile solution for a biomedical equipment company that provides field repair and maintenance services to over 200 hospitals. The mobile field services provided are:

• Breakdown repairs and preventative maintenance on all biomedical equipment
• Safety and performance testing of all biomedical equipment
• Loan equipment to minimise inconvenience
• Acceptance testing of all new biomedical equipment
• Training and education on equipment operation and maintenance

Our mobile application will integrate with their pre-existing CMMS (computerized maintenance management system) to provide mobile handheld PDA applications for their service technicians.

MobileDataforce Launches PointSync – Professional Version 2.0

Boise, Idaho— November 29, 2007 – MobileDataforce® a leading provider of business critical mobile software applications today announced the release of the PointSync Mobility Platform, Professional version 2.0. This release represents a major upgrade to the company’s award-winning rapid application development solution.

“PointSync Mobility Platform, Professional version 2.0 contains over 29 new features to help make mobile application enablement faster and less expensive,” said Tim Cerami, Director of Product Management at MobileDataforce. “We worked closely with our technology partners, customers and channel partners to better understand their need to develop custom mobile software applications faster and with more tools to help develop larger and more complex enterprise mobile solutions. The results can be found in today’s release.”

New Version Includes:

• Support for larger data requirements on data intensive mobile applications
• Support for server to server synchronization which enables complex mobile architectures and high volume data movement
• New mobile application design features to speed up development (Control Picker, Tab Controls, Expanded Toolbars, Dynamic Show/Hide Controls, etc)
• Ease of use features for mobile applications running on Windows Mobile phones
• GPS Device Settings – enhanced GPS integration features for mobile applications
  
  About PointSync Mobility Platform
  
  The PointSync Mobility Platform is an enterprise class development platform used to rapidly design, develop, deploy and support mobile business applications running on mobile devices. It is architected to provide database centric mobile applications with bi-directional synchronization, connectivity, security and enterprise database integration all within one platform.

About MobileDataforce

MobileDataforce is a global leader in the development of enterprise class mobile software development platforms and mobile business applications for use on handheld computers, PDA phones, Tablet PCs and laptops. MobileDataforce is a fast growing company with offices in Europe, North America and in Australia to support their expanding customer base and sales channels. Privately held, MobileDataforce has been mobilizing business processes since 2000. For more information, please visit our website at http://www.mobiledataforce.com/news/www.mobiledataforce.com.

Getting Paid for Field Services Work - Mobile Handheld PDA Solutions

I had the opportunity recently to spend time with one of our mobile software customers. They are developing a new business and dedicating a lot of time to thinking through their business processes. As he shared this experience, it occurred to me that my client is not getting paid for the work he does, but on the documentation of the work he does. I realize these two items go hand-in-hand, but you don't automatically receive payment for work, unless there is adequate data that documents the work.

I again saw this phenomena in play when a large customer would not pay their bill until I properly registered as a vendor, got approved as a vendor, and filled out a series of forms before they would even consider paying me. Again, it was the data that released the funds, not the work.

The importance of getting accurate, complete and timely data from the point-of-work to the bill paying department of your customer is crucial to your success. Many small companies don't recognize this upfront. They assume doing a good job in the field will equate to good collections and a good bank account. Wouldn't that be nice.

Reality is that many small companies fumble around with this process trying to keep stacks of loose forms and paper that are floating around in the cab of their delivery or service truck organized long enough to carry them into the office and pile them on the admin's desk. The admin looks at the stack of dusty and mud stained forms with eyes that leave you watching your back.

The good news is that mobile handheld PDA phones with mobile software applications can now be cost effectively integrated directly with your accounting/work order management system.

Chase Wasden, our webmaster and graphics guru, has recently prepared and published a nice flash demo to demonstrate this process here.

The purpose of these mobile software applications is to ensure that accurate and complete data, that documents the work you have performed, gets into the hands of your paying customers as soon as possible, with as little administrative work and expense as possible. We call that "mobile business process optimization." If you would like to learn more about optimizing your field services using mobile handheld devices and mobile software applications please contact us or visit our website.

Mobile Business Process Optimization

How do you improve upon a paper forms based business process? The plumber, electrician and appliance repair person have been using a clipboard with paper work orders/service requests forms forever. How do you improve upon this tried and true process? Let me provide some ideas for your consideration:

1. The office can wirelessly dispatch new work orders directly to a handheld device
2. Small service companies, with an owner/operator, can take calls from customers while on the road and enter new work orders on their mobile PDA phones. These work orders can be synchronized with the office and dispatched immediately to other service technicians
3. Wireless work orders can be integrated straight into office database applications and accounting systems so there is no additional paperwork to be entered
4. The wireless work orders can contain all the information on the customer, warranties, equipment type and model, history of the account, driving directions, etc. No need to call the service technician on the phone and dictate all the information.
5. Re-prioritize work orders automatically from the office to the mobile handheld device
6. Print invoices directly from the handheld using a mobile printer and give to the customer
7. Get a digital signature from the customer on the electronic work order
8. Take digital pictures of the work both before and after and integrate with the wireless work order
9. Get an automatic date and time stamp on the work order when it is opened at the customer's site
10. Track the time it took to complete the work - record for job scheduling and cost analysis
11. Wirelessly synchronize completed work orders directly to the office accounting system for instant invoicing.
12. Send parts orders directly to the office via the mobile handheld for quick processing
13. Parts and inventory can be queried from the field. Do we have the needed part in stock either in the office or another van? If it is available in another van, where is the van? Can you drive over and retrieve it?
14. If you implement a GPS system on your handheld computers, the office can see the location of all service technicians and optimize job dispatch
15. The service technician can schedule future service visits on his mobile handheld computer and synchronize back to the office
16. The service technician can estimate a new job on the handheld computer and sync this information back to the office for reference and database integration
17. The service technician can record parts, equipment and services sales on his handheld for immediate syncing with the office
18. The service technician can view past work orders on his handheld device for improved customer service

I heard a story about why Sears Service Technicians implemented a wireless work order system in their service vans. They wanted to be able to increase the sales of warranties, parts and other appliances while at the customer site. The results are said to be impressive. There is no better time to sell additional services, parts, warranties and other products than when you are with a happy customer in their home. The wireless mobile computer enabled them to fill out product and service orders at the point of work, reference online product catalogs, check shipping status and a variety of other customer friendly activities.

MobileDataforce develops wireless work order systems. If you would like to discuss your business and your requirements please contact us here or visit our website.

Concrete Sawing and Drilling and Mobile Handheld Computers

I had the opportunity to be the keynote speaker at the Concrete Sawing and Drilling Association meeting this week in Phoenix, Arizona. It was a cool 112 degrees on Wednesday when I arrived. I was able to spend a lot of time with these CSDA folks (who would go outdoors in that heat?) and learn even more about their individual businesses.

Here are some of the reasons companies in this industry are interested in mobilizing their field services:

1.Wirelessly dispatch job tickets to mobile handheld computers
2.Pre-task planning to prepare for job and have all required equipment loaded on vehicle
3.Track equipment that is needed and removed from warehouse
4.Record the person who checked out the equipment
5.Record the vehicle that equipment is assigned to
6.Document the tasks that need to be performed on the job. Were they all done?
7.How much time did each task take? Improve job estimates
8.Wirelessly synchronize data back to the office for instant invoicing
9.Was all equipment checked back into the warehouse?

These are similar requirements to many different field service industries. The business owners I spoke with were all looking to decrease loss, reduce unnecessary expenses and increase productivity and profits.

MobileDataforce has a great deal of experience helping field service companies mobilize their operations and accomplish the goals listed above.

Field Services, Work Orders and Mobile Handheld Devices

I have written a number of articles over the past year about the value of using handheld computers and Smart phones for field services and work orders. Here are a few of them for your reference:

Tools, Parts & Mobile Work Order Solutions on Handheld PDAs

HVAC Maintenance and Mobile Handheld PDAs

HVAC Service Orders on Handheld PDAs

Mobilized Work Order System

Mobile Inspection Software, Service Requests & Asset Management

Toilets and Handheld PDAs

More on Mobile Workflow & Business Processes

30 Reasons to Mobilize Your Business

Business Analytics and Mobile Handheld Computers

Mobile Service Orders for Furniture Repair and Delivery

Automobile Work Order Solution for Handheld PDAs

To read more articles on mobile business solutions click here.

Mobile Inspection Software, Service Requests & Asset Management

Many of our customers that use handheld computers and PDAs for mobile inspections also use them for mobile service requests and asset tracking. Let me provide you with a scenario:

1. A mobile handheld computer is used to perform an inspection on the condition of a building (company asset)


2. The information collect from the conditional assessment inspection is synchronized to the enterprise Asset Management system so it can be documented, analyzed and work and budgets assigned to maintain it.


3. A service request is dispatched to the handheld computer or PDA of the service technician. The service technician completes the work that was dispatched to him/her and the service request is closed and synchronized with the enterprise Asset Management system

Inspections, Asset Management and Service Orders often go hand-in-hand. All three of these functions benefit from the use of mobile handheld computers and PDAs. The data that is collected is in the field, the company's assets are located in many different areas, the work that is performed is also done in many different remote locations.

MobileDataforce's PointSync Mobility Platform is designed specifically to support all of the enterprises connectivity between the enterprise's database applications and mobile field workers.

This link goes to a document that can be downloaded called "28 Reasons to Mobilize".

Toilets and Handheld PDAs

This is a first - MobileDataforce is developing a solution for inspecting toilets. 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...

Paintless Dent Repair & Handheld Solutions

MobileDataforce has become one of the leading suppliers of mobile handheld software applications to the Paintless Dent Repair industry (PDR). A few years ago I would not have guessed this would turn out to be such a dynamic and growing market for us.

Why are companies involved in the PDR industry using mobile handheld computer solutions? Here are a few of the business issues that mobile solutions address:

• Avoid duplicate billings - when a car is brought into inventory, the VIN is scanned using a bar code scanner, this creates a new and unique record in the mobile software application that can be used to uniquely identify the vehicle and to assign inspections, work orders and invoices to it. This avoids duplicate billings for the same vehicle which causes the dealership to question your integrity.
• Avoid double entry of data - data should only be entered once. Data should be entered at the "point-of-work" and then synchronized wirelessly directly with the office accounting system. When you use a paper form based system, the staff in the field must fill it out, fax or deliver it to the office where another staff member must decipher it, analyze it, complete it, and then re-type it into a computer system. This is a huge and unnecessary cost and prevents many franchisers from scaling up in size.
• Managers and staff need to know what is happening in the field. Mobile handheld solutions that are wirelessly synchronized with the office computer system can be updating time sheets, production sheets, inventory, employee data, work schedules, sales, customer information, invoices, inventory etc. all day long. This provides management with near real-time visibility into their operations. This is how active, mobile managers stay in touch with their distributed operations.
• Many of our PDR customers are competing with other companies for an auto dealer's business. Being able to show the manager of the auto dealership how your operations are mobilized with rugged handheld computers, wirelessly synchronized with the central office and capable of printing invoices and work orders directly from in the field is very impressive. It shows a level of sophistication and operational excellence missing with many PDR operations.
  
  There are more articles on the use of handheld computers in the Paintless Dent Repair industry here.