Kickstart: Enterprise Mobile Field Services Modernization Strategy

It’s time to modernize the one strategy that matters most.

Build your most powerful app…without even trying. Quickstart your Kickstart.

The Field Services workforce is likely your closest end-customer touchpoint—so why hold them back with outdated tools when the new generation of mobile tech lets them effortlessly reach new levels of productivity? Our Mobile Field Services Modernization Strategy Kickstart is your launchpad to a more effective Field Service team.

Today’s responsive, metric-focused interfaces feature contextual intelligence to facilitate open communication, promote cross/up-sell opportunities, and streamline customer interactions. The challenge is to convert interest into action; cut through the complexity, and draft-up a plan to implement your ideal technologies in the field.

Our Kickstart takes a deep dive into your existing processes and daily tools and identifies those that could be streamlined by a mobile solution. We also assess your IT team’s readiness to support a mobile solution, and identify and prioritize the tactical initiatives required to resolve any gaps. All in just five weeks.

OUR APPROACH

Propelics’ proven methodology helps companies build an actionable roadmap to identify, develop, and implement great ideas, ensuring the successful delivery of your mobile workforce solutions, inline with business drivers:
Approach to FIELD SERVICES MODERNIZATION STRATEGY
1

Day-in-the-Life
(Client Shadowing)

Our day-in-the-life process lets us achieve true clarity on your existing field services daily processes, workflows, technologies, and engagement methods.

Through collaborative visualization, storytelling, and role-playing, we revisit our learnings, and discuss current and new mobile use cases to identify where a mobile solution would deliver high value to the remote workforce.

2

Direction Setting & Modernization Scope

First, we develop a deeper understanding of your business drivers, mobile vision, and target users. Conducting an Opportunity Analysis of your current field services landscape allows us to determine how to best leverage existing investments.

Lastly, we study market trends, competitor offerings, and disruptive change targets to identify additional opportunities for innovation.

3

Ideation, Analysis & Process Mapping

Our proven Ideation Framework prioritizes mobile use cases by organizational readiness, business value, and ease of implementation, identifying those that deliver the greatest impact.

Working with key stakeholders, we then map existing field service processes and workflows to identify those best streamlined by a mobile solution. Lastly, we perform a Maturity Assessment to gauge your IT Team’s ability to support a mobile solution initiative.

4

Visualization & Prototype

Here, we bring to life the highest-ranked mobile solutions and begin exploring their UI/UX through interaction diagrams and screen flows. As scenarios emerge and use-case functionality becomes clear, we assemble wireframes and mockups into a functional prototype that can be instantly deployed on any number of mobile devices.

In addition, we define the technical architecture of the mobile solution. This includes current and future state data sources, backend process integration, data design, and application architecture, along with development platforms, network infrastructure, security, and management.

5

Roadmap
& Next Steps

We revisit our Maturity Assessment and formulate future-state recommendations to generate a Field Services Modernization Strategy Roadmap. This Roadmap defines and prioritizes actionable steps and tactics, based on criticality, complexity and effort—weighing business value against organizational readiness.

Lastly, we develop a Mobile Solution Budget & Implementation Plan that outlines the cost, resources and timeline for delivering the recommended short-term initiatives, and for developing and delivering the prototyped mobile solution.

Not one size fits all!

Every step of this methodology has been carefully crafted and includes a well-defined set of exercises. We take into account our client’s unique needs and tailor this methodology to best accommodate each specific engagement.

WHAT YOU’LL GET

At the end of this Kickstart, your team will be armed with a plan for implementing a revolutionary new technology. You’ll receive a final presentation that packages up these artifacts:

FIELD SERVICES MODERNIZATION SCOPE DOCUMENT

Field Services Modernization Scope Document

Propelics’ strategists identify and define target users, supported devices, business processes, mobile use cases, business drivers and engagement channels of your mobile workforce through facilitated, collaborative sessions with key business and IT stakeholders. The resultant Field Services Modernization Scope document guides the direction and development of your Field Services Modernization Strategy.

MOBILE SOLUTION PORTFOLIO

Field Services Modernization Mobile Solution Portfolio

The Mobile Solution Portfolio captures the optimal mobile use cases from our ideation sessions and catalogs them into scenarios, prioritizing and ranking each mobile solution concept using a viability score derived from assessing business value, organizational readiness, ease of implementation, and data risk.

OPPORTUNITY ANALYSIS

Field Services Modernization Opportunity Analysis

Completing a Modernization Opportunity Analysis of current mobile apps (i.e. native, hybrid, web) allows us to gain clarity on the mobile solutions currently used by field services—target users, device types, feature complexity, intended functionality, etc.

BUSINESS PROCESS MAPPING

Field Services Modernization Business Process Mapping

We define and map daily process activity and task workflows through meetings with key stakeholders and target mobile users. This allows us to identify opportunities for streamlining by mobile solutions to improve workflows—or sub-workflows—of field services e.g. data access and capture, customer interactions, etc.

MOBILE MATURITY ASSESSMENT & SCORECARD

Field Services Modernization IT Maturity Assessment

We assess your IT team’s maturity and readiness to support current and future mobile solution initiatives. Here, we identify areas needing improvement and provide recommendations across seven IT mobile maturity areas.

The assessment outcome is measured against our index of Fortune 500 IT maturity results, providing you with benchmark score and analysis instrumental to measuring your mobile readiness against companies of similar size and market.

MOBILE SOLUTION PROTOTYPE

Field Services Modernization Application Prototype

We bring to life the highest priority mobile features identified in the Mobile Solution Portfolio. Our UI/UX designers assemble wireframes and quickly turn screen designs into a functional prototype that can be deployed immediately on any number of mobile devices. Prototypes validate process transformations and allow real-world mobile interaction.

MOBILE SOLUTION ARCHITECTURE

Field Services Modernization Mobile Solution Architecture

We define the future state of your Mobile Solution Architecture and its integration with existing enterprise systems to ensure alignment with security, infrastructure, and deployment considerations or—when necessary—to facilitate the definition of new standards.

MODERNIZATION READINESS ROADMAP

Field Services Modernization Readiness Application Roadmap

The Roadmap defines and prioritizes actionable steps and tactics, covering people, process, and technology—based on criticality, complexity, and required effort—weighing business value against organizational readiness.

MOBILE SOLUTION BUDGET & IMPLEMENTATION PLAN

Field Services Modernization Budget and Implementation Plan

A detailed, phased project timeline means a smooth delivery and ensures all parties are always on the same page. Our Budget & Implementation Plan breaks down the app development process along with key alignment items, necessary technologies, completion costs, service-ownership, and any technical issues still outstanding.

 

Feels like we are stepping out of the dark ages.”

Mark Costolo, Director of Business Relationship Management, Interstate Batteries