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Thoughts on Evaluating a Field Service Automation Solution: On-boarding, Implementation & Training

This is our 9th post in the “Thoughts on Evaluating a Field Service Automation Solution. You can download the complete white paper here.

Choosing a Field Service Automation Solution takes a lot of thought.  Not only do you have to think about how your business operations will change, but you have to think about how to migrate all existing data and train employees in the software.

Migrating existing data and processes to the new Field Service Automation Solution is the most critical implementation process. It’s essential that no customer data is lost and that processes that are fundamental to the business are retained. Addition­ally, to ensure adoption of the system by end users, access to training, in a variety of forms, is required.

Look for solutions that include:

  • Three stage on-boarding process that includes account setup, data import and training.
  • Technical staff that is experienced in helping companies migrate not only their data, but essential business processes as well.
  • Variety of training resources that enable companies to allow individuals to ac­cess online resources, webinars or organize on-site training using “train the train­er” techniques.

Implementing a Field Service Automation solution in your business is a big step. Therefore, it is critical to choose a solution that will make the implementation process seamless.

Next post: On-Going Support. Or, download the full white paper here.

Categories: Blog, Customer Management Tips, Managing Your Field Workforce

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