Kickstart: Enterprise Mobile Field Services Modernization Strategy

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Our Enterprise Mobile Field Services Modernization Strategy Kickstart helps you develop a comprehensive understanding of your current business processes and field services daily tools. Further, the kickstart identifies those processes and tools that could be streamlined and simplified by a mobile solution. We also assess your IT organization’s readiness to support these mobile solutions, identifying and prioritizing any gaps, and the tactical initiatives required to resolve them. Propelics’ proven methodology ensures the successful delivery of your mobile workforce solutions, inline with business drivers.


Everyone’s talking about proximity-based services and interactions. Augmented & Virtual Reality (AR/VR) and Wearables are generating a ton of buzz. The challenge is to convert interest into action; cut through the market-hype and complexity, choose your ideal technologies, and draft-up a plan to implement them in the field.


Propelics has developed a tried and true methodology to help companies build an actionable roadmap to identify, develop, and implement new ideas. During the Kickstart, we guide you through a phased process:


We achieve true clarity on current field services business processes, workflows, technologies and engagement methods used to perform daily tasks and activities.

Through a process of collaborative visualization, storytelling, and role-playing, we review current mobile use cases, brainstorm new use cases, and revisit our “Day-in-the-Life” learnings. This allows us to identify potential opportunities where mobile solutions can deliver high value to the remote workforce.


Direction Setting & Modernization Scope

This step focuses on understanding your organization’s business drivers and mobile vision. We review your current landscape—devices and solutions used for daily tasks and activities—and define your target mobile users. Then we study market trends, related industries, and disruptive change areas to identify additional innovation opportunities.

Next, we perform an Opportunity Analysis of your field services’ current mobile solutions to determine how to best leverage existing investments. Here, we capture target users, technology platform, device types, intended functionality, etc.


Ideation, Analysis, and Process Mapping

Our proven Ideation Framework prioritizes mobile use cases by business value, organizational readiness and ease of implementation, identifying those use cases that deliver the biggest impact, then grouping them by functionality into a Mobile Solution Portfolio.

We then meet with key stakeholders to map existing field service processes and workflows to identify those that may be streamlined and simplified by mobile solutions (e.g. data access and capture, customer interactions).

In addition to understanding current processes, mobile solutions and identifying high-value mobile use cases, we perform a Mobile Maturity Assessment of your IT team to gauge their ability to support current and future mobile solution initiatives.


Visualization & Prototype

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

Clickable prototypes bring validity to process transformations, providing clarity around interactions and user scenarios while letting key stakeholders review concepts and share feedback in the early project stages. Furthermore, they call-out any shortcomings of the design long before a serious development investment is made.

In addition to developing a functional prototype, we discuss technical considerations and define the Mobile Solution Technical Architecture. This includes current and future state data sources, backend process integration, integration methods, data design, application architecture options along with mobile development platforms, network infrastructure, security, and management.


Roadmap & Next Steps

We review our Mobile 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 time-line for delivering the recommended short-term initiatives defined in the Roadmap, as well as for completing development and delivery of 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.


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

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.


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.


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.


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.


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, including mobile solution delivery, mobile solution development, testing and delivery, web services and integration, network infrastructure, security, MDM/MAM, release management and end-user support, and analytics.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.


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.


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.


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.


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