Storyboard: Design a Field Service Automation Strategy

Author(s): Timothy Hickernell, Anastasia Shteyn, Kamal Ammar

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Field service automation software is a mature market that has traditionally focused on dispatch, scheduling, and analytics for optimizing field service operations for large organizations. However, SaaS offerings bring field service automation to the SMB. In addition, mobile enhancements around wireless connectivity, offline capabilities, and social collaboration have changed the core capabilities of field services personnel and the field service automation market.

Use this research to:

  • Understand current capabilities of field service automation vendors.
  • Evaluate solutions provided by field service vendors using Info-Tech research.
  • Use scenario analysis around on-premise vs. SaaS offerings, CRM integration capabilities, and mobile device requirements to shortlist vendors.
  • Assess implementation recommendations around process documentation, integration, testing, training, and deployment.

Make best-fit field service automation decisions to balance the best solution capabilities with lowest TCO.

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