the skedulo platform: intelligent mobile workforce...
TRANSCRIPT
The Skedulo Platform:
Intelligent Mobile Workforce Management
2The Skedulo Platform
Traditional solutions to schedule and manage work outside the office lack the power and flexibility to fit the new ways people and businesses operate. Skedulo is the mobile workforce management solution built for the future of work.
The Skedulo platform delivers one system to intelligently manage all the details about your mobile workforce, match workers to jobs, schedule, dispatch, route, and execute work in the field.
• Workforce Management: Manage mobile employees and contractors in one place
• Scheduling and Dispatch: Schedule workers efficiently no matter your priorities
• Mobile Work Execution: Support workers while on the job and in managing their schedules
• Communication and Collaboration: Centralize data and communication
• Seamless Integration: Connect to CRM or any system of record
• End-Customer Experience: Streamline communication and interactions with your customers
“By 2020, more than 75% of field service organizations with over 50 users will deploy mobile apps that go beyond simplified data collection and add capabilities that help technicians succeed.”
- Gartner, Inc.
Work has changed. Old technology can’t solve new challenges.
Meeting with the new team to run through process and proceedure
MISCELLANEOUS
Team dinner at Joʼs Thai
MISCELLANEOUS
Customer Service
3.4mi
Francis Beckett
Customer Relations 3.4mi
Mary Thomas
Architect 3.4mi
Billy Harmison
Builder 2.8mi
Harry Abbott
Customer Service
2.4mi
Becky Smith
Technician 2.0mi
Kelly Marshall
Customer Service
1.4mi
Jamie Crown
Technical solutions
0.8mi
Michael Jones
Watering appoi…
LEAVE
Doctors Appoin…
LEAVE
JOB-2981Migrate new users over to new product with
4039Technical che …
JOB-4040Sixth Ave Macyʼs office block testing
JOB-3948On-site run through of
JOB-2980Browser upgrade for head office
JOB-2980Structural check
JOB-2984Diagnostic tests
JOB-1818Retaining wall completion
JOB-3948Home security check on
7am6am5am 8am 9am 10am 11am 12pm 1pm 2pm 3pm 4pm 5pm 6pm 7pm 8pm 9pm 10pm 11pm 12am 1am 2amFRI
3am
Total travel time
4h 34m
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New York7Y00am (UTC), Mon 2 May 17
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Thu, 14 May 2017
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New YorkRegionSave a setMY F ILTERS
Search for jobs, resources, regions or anything elseScheduling
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Goodmorning Brandon
Available 9:00am - 5:30pm
Today Week Month
Your agenda
1 4.6 km, 11 mins from home
MAINTENANCE
Macy’s needs a surveyer to check land levels in the newly built car park
9:30am - 12:30pm
JOB-2085
3The Skedulo Platform
WORKFORCE MANAGEMENT
Workforce management designed for mobile resources.Whether you depend on specialty workers with complex certifications or transactional contractors, you need a solution that reflects the way your business is staffed today and will grow in the future.
Centrally manage all the key data you need to know about your mobile resources—including skills, certifications, availability, locations, and preferences—in a single system for superior workforce management.
Key Capabilities:
• Visual workforce management with a clean and intuitive UI
• Manage availability of all mobile employees and contractors
• Quickly and clearly see who is available and when
• Easily incorporate time off and other constraints
• Maintain resource profiles, skills, certifications, and territories
• Automated logic and filters to find the best qualified resources
• Powerful location tracking, routing, and mapping
• Analyze capacity, utilization, distribution, travel, and more
Percent of the U.S. worker population that is mobile and brings their own app-enabled device with them to work according to International Data Corporation.
>70%
The rise in the share of contingent workers in the EU from 2002 to 2014 according to Bloomberg.
+5%Meeting with the new team to run through process and proceedure
MISCELLANEOUS
Team dinner at Jo’s Thai
MISCELLANEOUS
Customer Service 3.4miFrancis Beckett
Customer Relations 3.4miMary Thomas
Architect 3.4miBilly Harmison
Builder 2.8miHarry Abbott
Customer Service 2.4miBecky Smith
Technician 2.0miKelly Marshall
Customer Service 1.4miJamie Crown
Technical solutions 0.8miMichael Jones
Watering appoi…
LEAVE
Doctors Appoin…
LEAVE
JOB-2981Migrate new users over to new product with …
4039Technical che …
JOB-4040Sixth Ave Macy’s office block testing
JOB-3948On-site run through of procee …
JOB-2980Browser upgrade for head office
JOB-2980Structural check
JOB-2984Diagnostic tests
JOB-1818Retaining wall completion
JOB-3948Home security check on Fif ...
7am6am5am 8am 9am 10am 11am 12pm 1pm 2pm 3pm 4pm 5pm 6pm 7pm 8pm 9pm 10pm 11pm 12am 1am 2amFRI
3am
Total travel time4h 34m 12h 0m 35m Average travel timeTotal time scheduled
Sort Options
New York7:00am (UTC), Mon 2 May 17
SettingsZoomTodayThu, 14 May 2017
Map View Recurring ScheduleVertical SwimlaneSwimlane Booking Grid
Max
0
22
32
0
0
38
0
20
0
0
122TOTAL
BrisbaneRegionSave a filter setMY FILTERS
Search for jobs, resources, regions or anything elseScheduling
NH
Dispatch
NH
New YorkRegionSave a setMY F ILTERS
TEMPLATESCA L E N DA R REQUESTS
Search for jobs, resources, regions or anything elseScheduling
Availability calendar
Available7pm - 9pm
Available6O30pm…
Available10am - 12O30pm
Templ…8am…
Available8O45am - 11O25am
Available2pm - 4pm
Unavailab…12pm - …
7O30am - 12O45pm 2pm - 5pm
Unavailable3O30pm - 7pm
7am6am 8am 9am 10am 11am 12pm 1pm 2pm 3pm 4pm 5pm 6pm 7pm 8pm 9pm
Glenora Ravlich
Software Engineer
Reeta Willis
985 Darwin Soledad MA 94912
Customer Service
Jenny Langfield
6 Dunning Brisbane IN 61660-5982
Customer Service
Lucus Dobson
65 Village Fullerton OR 63095
Team Lead
Harry Gordon
40812 Bobwhite Lathrop MT 3234 …
Technical solutions
CJ Cooper
313 Vidon Camarillo NM 35877
Template7am - 5pm
Template6O30am - 10O30am
Template8am - 5pm
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Add newShow jobs
DayToday
Thursday 13 Aug, 2017New York
Search resources
JOB-834
JOB-4253
JOB-…
JOB-1942 JOB-1942
4The Skedulo Platform
SCHEDULING & DISPATCH
Match workers to jobs and send them on their way.Make complex scheduling and rostering much simpler. Increase customer satisfaction and assign the best person for the work every time. Skedulo’s powerful scheduling capability beautifully manages and displays all the information you need to make smart scheduling decisions that reflect your business priorities. Our out-of-the-box scheduling capabilities are robust, and our platform is architected to be highly configurable and fit any mobile work use case.
Key Capabilities:
• Clear, visual pipeline of jobs requested, scheduled, dispatched, and completed
• Manage rosters and schedules of individuals, regular teams, or ad-hoc groups
• Schedule faster and with fewer errors with drag-and-drop scheduling
• Multiple views including calendars, rosters, maps, swim lanes, and Gantt charts
• Manage single jobs, shifts, recurring work, or even irregular work patterns easily
• Dispatch directly to worker’s smartphones via SMS or notification
• Push job and shift offers to multiple resources who are available and qualified
• Optimize schedules for many types of KPIs, not only cost reduction
• Automation to balance workloads, reduce travel time, and prioritize customer needs
• Mastermind recommendation and optimization engine simplifies complex scheduling
• Schedule jobs automatically, controlled by constraints and business logic
Area Wide Protective saw 86% more efficient scheduling and dispatching with Skedulo.
+86%
Johns Hopkins International saw a 45% reduction in appointment no shows and cancellations.
-45%
Installation
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5The Skedulo Platform
MOBILE WORK EXECUTION
Control what happens in front of your customers.Skedulo’s mobile app is a versatile tool that goes beyond routing optimization. Give mobile workers the guidance and capabilities they need to deliver an exceptional customer experience and easily send the right information back to HQ.
With the power of the Skedulo mobile app, your scheduling and dispatch teams gain real-time visibility into the status of resources and jobs in the field and your mobile workers get a productivity tool to make their jobs easier.
Key Capabilities:
• Push complete agendas and schedules to workers’ hands
• Provide all the customer and job details needed to complete work successfully
• One click to accept or refuse a job or shift offer
• Optimized routing with integrations to Google Maps, Apple Maps, Uber, Lyft, and Waze
• Track time spent working with a single button to check in and out of jobs
• Task lists, guidance, and details readily accessible in the job record
• Capture photos, signatures, and data from custom forms
• Real-time location tracking
• Offline capability with automatic syncing once reconnected
• Clean and simple user interface for fast adoption
• Android and iOS apps with functional parity
Real estate company Common saw a 94% reduction in time to schedule and a 37% increase in sales tours scheduled with Skedulo.
-94%
New Jersey Respiratory Associates increased capacity per therapist by 33% with Skedulo.
+33%2 5.1 km, 12 mins
MAINTENANCE
READY
Macy’s needs a surveyer to check land levels in the newly built car park
Macy’s
151 W 34th St, New York
9:30am - 12:30pm
JOB-2085
MAINTENANCE
IN PROGRESS
Build Co. require an addition access report
Build Corporation
126 Strosin Loaf
12:45am - 1:15pm • Started 1:00pm
JOB-2846
MAINTENANCE
3:00pm - 4:30pm
JOB-2087
3 5.1 km, 12 mins
Today Week Month
Your agenda
Upload file
Meeting with Macy’s complete. We’re very happy
with the outcome.
Description
,?123 .
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6The Skedulo Platform
COMMUNICATION AND COLLABORATION
Connect everyone providing service to customers.Skedulo’s highly effective mobile workforce management solution offers more than eliminating paperwork in the field. Skedulo connects all the major stakeholders in the business who control, contribute to, or require the data involved in delivering onsite service to customers.
Informed and centralized communications among operations, mobile workers, and back office teams reduce costs and improve productivity.
Key Capabilities:
• Connect all the people working on a job in real-time with team chat
• Automatically capture all the details related to a job on the service record
• Make the customer experience more consistent with notes and data from previous jobs
• Improve the speed and accuracy of billing, invoicing, payroll, and related processes
• Mobile resources record scheduling constraints via the app instead of sending emails to HQ
• Confirm appointments and notify customers of updates with SMS
“With Skedulo, we have much more timely and accurate data about our practitioners and the time they spend in the field. We can ensure our contractual demands are met while also reducing revenue leakage.”
– Chris Kavalas, Salesforce Development Lead at HealthStrong
Monday14
7am - 5:30pm Template
5pm - 6pm Unvailable
9am - 3:30pm Available
Customer ServiceLucus Dobson
Technical SolutionsMary Cooper
Team LeadHarry Gordon
Customer ServiceJenny Langfield
7am - 5:30pm Available
7am - 5:30pm Template
9am - 3:30pm Available
4pm - 6pm Unvailable
Approved
View details
Recurring (biweekly)
Start Mon 14 Aug 2017, 9:00am AEST
Mon 14 Aug 2017, 3:30pm AESTEnd
Available
7The Skedulo Platform
SEAMLESS CONNECTION
Integrate Skedulo with your enterprise tech stack.Create a seamless enterprise tech stack across your business with Skedulo as your system of record for mobile work. Our platform can connect and sync to any system you need, so there is never a gap in your business data. Integrating data from Skedulo about in-person customer interactions, service delivery, and your mobile workforce adds measurable value throughout your business.
Skedulo is a native and seamless solution that scales with your Salesforce instance to drive productivity and empower your mobile workers. Skedulo enhances, never duplicates, the data in your Salesforce instance and syncs information from the mobile app automatically.
Key Benefits:
• Interoperability: Give your teams data they can trust and accurately compare
• End-to-End Workflows: Connect workflows across functions to create seamless experiences
• Business Insights: Discover new opportunities with trustworthy, reliable data
• Move Faster: Effortless data flow make your business more agile
“This is probably the best implementation I’ve had with any Salesforce application, and that’s the truth.”
– Curt Holtz, Salesforce Administrator at USA Football
“Our biggest win is helping our schedulers match the right mobile trainer to the right event. Putting the most effective person on that job, making it a lot easier to know we have picked the right person based on their skillset and experience—that is a huge benefit to our business.”
– Stephanie Rossomando, Salesforce Administrator at Achieve3000
Jobs by Region and Type
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Troy Lockyer
Eden Smith
Michaela Crane
Rebecca Madden
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INSTALLATION INSPECTION PATIENT VISIT
Jobs by Type
1.1k
Troy Lockyer 16
Eden Smith 11
Michaela Crane 6
Rebecca Madden 5
RESOURCE NAME RECORD COUNT
Jobs Leaderboard
About Skedulo
Skedulo is the platform for intelligent mobile workforce management. Our solution helps enterprises intelligently manage, schedule, dispatch, and support mobile workers on the go, whether they are full-time, part-time, or contract employees. Skedulo offers enterprises and mid-market companies a mobile workforce management solution with robust integration capabilities, including native integrations to Salesforce. With Skedulo, enterprises can unify their tech stacks and move trustworthy data across the organization with ease.
Founded in 2013, headquartered in San Francisco and with offices in Australia, Vietnam, and the United Kingdom, Skedulo has enabled over 120 companies, including Easterseals Bay Area, Achieve3000, and Area Wide Protective, to seamlessly schedule and service more than 5 million appointments around the globe. The company has secured over $40 million in funding to date, led by M12, Costanoa Ventures, and Blackbird Ventures. For more information, please visit www.skedulo.com.
Reduced time to schedule
-48%
Increased visibility in on-site job execution
+28%
Increased resource utilization per day
+21%
Increased customer satisfaction
+8%
8The Skedulo Platform
© 2019 Skedulo All logos, trademarks and registered trademarks are the property of their respective owners.
Skedulo HQSan Francisco, CA855 753 3856
London, UK+44 7780 437404
Brisbane, QLD1300 558 801