fieldez_corporate_presentation_bfsi ver1.0
TRANSCRIPT
Field Force Transformation
CORPORATE PRESENTATION
FieldEZ – Introduction
2Copyright © FieldEZ Technologies Pvt. Ltd
• India’s largest player in mobile Field Service & Field Sales Management
• 35,000+ paying users worldwide
• Global experience and exposure with multi-countryimplementations
Highlights:
FieldEZ is a provider of Field Force Automation software that helps organizations transform field operations through:
• Improved field staff efficiency & utilization
• Transparency in operations
• Better prioritization of jobs
FieldEZ is a VC funded organization:
Customers & Recognition
3Copyright © FieldEZ Technologies Pvt. Ltd
Awards:
Customers:Industries:
• Banking & Financial Services
• Industrial Machinery & Equipment
• After Sales & Service
• White Goods
• Electronics
• Automobiles
• Telecom & Cable
• Construction & Property Management
Copyright © FieldEZ Technologies Pvt. Ltd 4
Field Sales Management Field Service Management Field Workforce Management
FieldEZ’s Field Sales Management Platform comes with every feature your sales team
will ever need to manage their work and for the management to have a real-time view into how their Sales team is performing.
FieldEZ’s Field Service Management Platform is the most comprehensive solution for
managing your service team. From Service ticket management to Asset management, we have got you covered in every sense.
FieldEZ’s Field Workforce Management Platform enables you to monitor and
manage your workforce in real-time with capabilities that include attendance & location tracking, expenses and claims
management and more.
Covering All Aspects of Your Field Force
Offering End-to-End Functionality For Field ForceManagement
5
• One of the pioneers in enabling efficient Field Force Management
• Some of the largest enterprises from Banking (BFSI) to Hi-Tech manufacturing trust us for their field force management needs
• Battle tested product – our portfolio of solutions have been developed with years of industry specific research, experience and knowledge
• Configurable Process Management engine ensures quick implementation and GTM
• Native Apps – iOS, Android & Windows
• Works in Offline Mode
• Flexible and Pay-as-you-go Pricing Models
Key Differentiators
Copyright © FieldEZ Technologies Pvt. Ltd
Copyright © FieldEZ Technologies Pvt. Ltd 7
CASA Lead Processing
Lead Management for Credit Cards & Loans
Payment Collection
Assessment & Audit of Immovable Assets
Field Functions in Banking
• Regulatory Compliance
Large number of compliance requirements
• Data Entry
Numerous physical application forms filled by customers to be
entered into various banking applications
• Document Proofs
Document proofs need to be collected and transported between
departments which sometimes are located far from each other
• Single File Dependency
Inability to perform tasks in parallel due to non availability of
information as there is only one file
Challenges
Banking Industry
Copyright © FieldEZ Technologies Pvt. Ltd 8
CASA Lead Management
• Quick and accurate lead processing
• Real-time info on sales officers productivity
• Seamless inter-department lead info sharing
Home & Auto Loans
• Simplify inspections : attach photos, files directly from the app
• All asset specific info instantly available to every department in the approval process
• Control of approval process to ensure strict regulatory compliance
Collections Team Management
• Location-based scheduling & assignment of collection appointment
• Real time collection information and on-the-go
• Payment collection using credit card; Instant receipt printing
FieldEZ for Banking
How Can FieldEZ Help You
9Copyright © FieldEZ Technologies Pvt. Ltd
Is the right person going to the right job at the right time?
• Real-time information available on all field staff, as well as their current work location and status
• Map based scheduler for efficient and easy job assignment• Skill and Availability based automatic scheduling
How can I make our field staff as well as the managers' work smoother?
• Create recurring Beat Plans with advanced options to edit, duplicate, and even auto-assign to the best field staff
• Field staff can apply for leave and mark attendance directly from their mobile phones
• Partner web portal: raise job requests, view status• Managers can get real-time reports incld. distance travelled,
Jobs closed / time taken, etc.
• FieldEZ is a mobile-first SaaS solution meaning no expensive server purchase, installation and maintenance costs
• Attractive pay-as-you-go pricing models available : billing calculated only on actual usage per month
• Hosted on Amazon’s AWS platform – the most reliable and scalable solution
• FieldEZ has customer ranging from 5 to 7,000+ users
I want to start small, but grow consistently. I need a solution that is scalable yet cost effective
Product Walkthrough – Mobile Interface
Menu and Dashboard
11Copyright © FieldEZ Technologies Pvt. Ltd
Mobile Application
• Single click access to all business process and features
• Concise view of today’s to-do-list with time, customer, processes and status information
• Drill-down possible from the dashboard
• White-labelling possible on mobile as well as web
Job / Ticket Assignment
12
Jobs show up directly on the field staff’s mobile
Push Notifications help update the field staff instantly on any job changes
Job status updates can be done directly from mobile
Manager can view field staff’s job status and updates in real time. Reassign jobs if there is a delay.
Copyright © FieldEZ Technologies Pvt. Ltd
Mobile Application
Calendar Management
13
Easy to access from the home screen
Calendar Month and Day view
Drill down to the call details from directly from calendar
Supervisor can filter for his users to show activities on the calendar
Assignment and Rescheduling possible directly from Calendar
Copyright © FieldEZ Technologies Pvt. Ltd
Mobile Application
Attendance
14
Punch-in and Punch-out tagged with geo location
View last punch-in times
Captures three different times :
- Time entered by User
- Mobile Device Time
- Server Time
Copyright © FieldEZ Technologies Pvt. Ltd
Mobile Application
Message Board
15
Send messages specific to work location assigned to the users
Categorize, filter messages based on type.
Send attachments via message board : image, documents, videos
Set expiry time for messages
Copyright © FieldEZ Technologies Pvt. Ltd
Mobile Application
Pictures and Attachments
16
Attach all the supporting documents, manuals and other relevant documents to a call
Click pictures of Invoice/Warranty or of defective parts and attach it to a call. Capture and attach customer location and other relevant photos
Scan barcodes and QR codes for accurate part requests
Copyright © FieldEZ Technologies Pvt. Ltd
Mobile Application
Payments and Receipts
17
Collect credit card payments from customers
Print receipts directly from the mobile using a Bluetooth printer
Copyright © FieldEZ Technologies Pvt. Ltd
Card Terminal Bluetooth Printer
Mobile Application
Confirmation & Signature
18
Capture Customer Signature and Feedback
Copyright © FieldEZ Technologies Pvt. Ltd
Mobile Application
Reports & Charts*
19Copyright © FieldEZ Technologies Pvt. Ltd
Mobile Application
Product Walkthrough – Web Interface
Dashboard
21Copyright © FieldEZ Technologies Pvt. Ltd
Web Application
Real-time Dashboard view of calls and visits. Provides information on open, unassigned and closed calls with quick access to all major modules including scheduler, reports and user attendance sections
Track Jobs / Ticket Status
22Copyright © FieldEZ Technologies Pvt. Ltd
Get details of all tickets and jobs from a single screen; drill-down and quick actions available from the same page
Web Application
Jobs / Tickets – Details Page
23Copyright © FieldEZ Technologies Pvt. Ltd
Web Application
• Job / Ticket tab – Comprehensive info of jobs with powerful search options and drill-down options• Update Status and Line Item from the mobile as well as web
Beat Planning & Scheduling
24Copyright © FieldEZ Technologies Pvt. Ltd
Web Application
• Create a Recurring Schedule of pre-planned route for pickup, delivery, stocking or client visits
Auto-Scheduling & Routing*
25Copyright © FieldEZ Technologies Pvt. Ltd
Web Application
• Auto-schedule and assign to field executive with various parameters considered including availability, work load, skill set, etc.
• Route optimization based on job proximity and other parameters
Customer Listing Page
26Copyright © FieldEZ Technologies Pvt. Ltd
Web Application
• Add, Sort and Select Customers from a single page• View important information like open tickets across customers
Attendance, Location,
Distance Travelled Report
27Copyright © FieldEZ Technologies Pvt. Ltd
Web Application
• Identify and locate field users and help them remotely clock-in / clock-out for attendance• Access user current location for better scheduling. Automatically calculate approximate distance
travelled by users
Location Mapping
28Copyright © FieldEZ Technologies Pvt. Ltd
• View real-time location of field personnel on a map and take decisions on deploying them• Calculate approximate distance covered by each field resource
Web Application
Leave Management
29Copyright © FieldEZ Technologies Pvt. Ltd
Web Application
• Features to apply for leave, track leave balance, approval system for managers• Additional functions to set business hours, organizational holiday calendar and working week
SLA Management
30Copyright © FieldEZ Technologies Pvt. Ltd
Web Application
• Create and configure alerts as per agreed Service Level Agreements• Automatic notifications and / or email sent to field users or customers in event of breach of SLA
Notifications & Alerts
31Copyright © FieldEZ Technologies Pvt. Ltd
Web Application
• Receive instant alerts on the top menu bar for easy access and visibility
• Custom alerts can be configured easily
• Drill-down to the alerts’ ticket details by simply clicking on the notification
• Easy and intuitive segmentation of the type of alert, as well as quick clear and delete
Scheduler – Day / Week View
32Copyright © FieldEZ Technologies Pvt. Ltd
Web Application
• Drag-and-drop scheduling options with color-coded status tracking based on real time data from the field
Scheduler – Map View
33Copyright © FieldEZ Technologies Pvt. Ltd
Web Application
• Real-time map view of the user and customer location for easy scheduling
Assets & Products Page
34Copyright © FieldEZ Technologies Pvt. Ltd
Web Application
• Create Product hierarchy with unique assets (SKUs, Model No. etc.) – access history of past tickets to the assets, create jobs directly from the assets, as well as consolidate asset info at job and customer level
• Capture stock level information and sync to mobile devices / field users
Invoicing & Billing Page
35Copyright © FieldEZ Technologies Pvt. Ltd
Web Application
• Select Invoice components directly from pre-defined values, with auto calculation of price• Advanced options including discounts and taxes
Custom Reports
36Copyright © FieldEZ Technologies Pvt. Ltd
Web Application
Case Studies
38
Customer Challenges
• Existing legacy system had limited field automation features
• Only 30% of tickets being updated against agreed SLA
• Maintenance and infrastructure costs very high
Customer: WIPROA leading electronic hardware manufacturer and IT service provider with revenues of more than US$7.5Bn
Industry Segment: After Sales
Country: India
User Base: 700, further rising to 5000Solution brief
• Updated to an on-demand workforce solution
• High-touch workflow configuration support
• Seamless integration to back-end CRM
• Configured business processes and validations to align with the
service team hierarchy
• Attendance tracking, graphical scheduling and dispatch on-the-go
• Advanced resource tracking functionalities and bar code scanning
• Multi-tenant support : allow engineer sharing across customers
Copyright © FieldEZ Technologies Pvt. Ltd
Results:
• SLA Compliance improved from 30% to 80% in 3 months; 95% within 2 years
• 10% instant increase in volumes handled with same field force
• 25% improvement in field force utilization
• 150% improvement in field engineer efficiency
Reference Case Study – After Sales
39
Customer Challenges
• Absence of data for Sales Intelligence
• Difficulty educating sales on new products, process and compliance procedures
• Low Lead conversion, ineffective cross selling
Customer: ICICI BankOne of the top 50 Banking and Financial Services company in the world with over 3500 branches and assets worth $99Bn
Industry Segment: Banking
Country: India
User Base: 6000
Solution brief
• Optimized allocation and scheduling through on-mobile
adoption, message boards, calendars and alerts
• Performance & supervisor view directly on mobile
• Ability to work even on feature phone and in limited / no
connectivity environments
• Highly configurable and scalable workflow management
• Ability to manage processes beyond CRM (Eg.: Home Loan,
Insurance Surveys)
Copyright © FieldEZ Technologies Pvt. Ltd
Results:
• Lead Conversion increases 3.5 times from 9% to 32%
• Rationalized work force distribution
• Single solution for many applications – reduced investments costs
• High ROI : costs savings up to 20x investment
Reference Case Study – Banking
40
Customer Challenges
• Manual data entry leading to errors, non-compliance and scalability issues
• Inefficient field team management
• Stock-out situations and customer feedback not captured in time leading to delays and low quality of service
Customer: Maharaja WhitelineIndian arm of leading international home appliance manufacturer with total revenue of more than $30 Billion
Industry Segment: Consumer Durables – Home Appliances
Country:India
User Base: 100
Solution brief
• A single mobile application for multiple field teams: sales,
service, order management, customer & competitor intelligence
• Implemented Beat plan scheduling for recurring visits to
distributors and retailers
• Customer reports for SKU management, Timesheets and Leave
management
Copyright © FieldEZ Technologies Pvt. Ltd
Results:
• Attendance compliance increased from <60% to almost 100%
• Significant reduction in re-stocking times, and product availability at the distributor / retailer
• Customer & Competitor information instantly conveyed to Sales, Service and Marketing teams
Reference Case Study – Consumer Durables
THANK YOU
FieldEZ Technologies Pvt. Ltd.
Email : [email protected]
Facebook : https://www.facebook.com/fieldez
Twitter : https://twitter.com/FieldEZ