7 Ways to Simplify CAT Field Service Management

w/SP10 Cloud & Mobile on the Microsoft Application Stack

[ FIELD FORCE AUTOMATION FOR CAT® DEALERS ]

Agenda • Session Agenda • MSI Team at NADITA – 7 Ways to Simplify CAT Field Service Management – What’s New in 2015 Ray Thomas • Pressure to Perform • New Cloud Version – Demo John Elliott – Q&A [ FIELD FORCE AUTOMATION FOR CAT® DEALERS ] .

Increased Pressure to Perform “Top executives have made it clear that dealers need to significantly increase the performance of their parts and service departments and to boost their share of the global parts and service market.” [ FIELD FORCE AUTOMATION FOR CAT® DEALERS ] .

Calls & Work Orders 5. Business Intelligence and – Dispatcher/scheduler Reporting – IT 3. CSAs/PMs – Dispatcher/scheduler – Service Manager 2. Inspections and Forms – IT – Service Technician [ FIELD FORCE AUTOMATION FOR CAT® DEALERS ] . Simplify Simplifying seven CAT dealer field service scenarios 1. Responding to Business Changes 4. Scheduling 6. Mobile Work Order – Service Technician 7.

FIELD SERVICE COMPLEXITY FOR CAT DEALERS EXAMPLE – FIELD SERVICE MANAGEMENT FOR POWER SYSTEMS Back Office Scheduling Mobile • 1.000s of contracts • Different billing terms • Technician location • Capture inspection data • Need service templates • Job / asset location • Meter readings • Different invoice reqs. • Different branches • Time reporting • Asset hierarchies • Various skill sets • Visibility to back office • Metrics and KPIs DBS or other ERP [ FIELD FORCE AUTOMATION FOR CAT® DEALERS ] .

Back Office Scheduling Mobile Calls Orders Appointments Technicians Inventory Inspections Assets Segments My Work Customers Tasks Parts Portals Contracts Contacts Notes Signatures History [ FIELD FORCE AUTOMATION FOR CAT® DEALERS ] . Deep Field Service Management Feature Set.

WHAT’S NEW IN 2015 [ FIELD FORCE AUTOMATION FOR CAT® DEALERS ] .

What’s New in 2015 • User Experience – MSI engaged UI Design Experts to help us develop optimal interface for service process flows [ FIELD FORCE AUTOMATION FOR CAT® DEALERS ] .

including fields. What’s New in 2015 • Customer Configurable – Customer control over application components to fit your nomenclature. dropdowns. inspections [ FIELD FORCE AUTOMATION FOR CAT® DEALERS ] .

What’s New in 2015 • Cloud Backbone – 10 is a cloud application on Microsoft stack for high availability and scalability in enterprise-grade platform [ FIELD FORCE AUTOMATION FOR CAT® DEALERS ] .

CSAs/PMs – Dispatcher/scheduler – Service Manager 2. Business Intelligence and – Dispatcher/scheduler Reporting – IT 3. Responding to Business Changes 4. OVERVIEW DEMO Simplifying seven CAT dealer field service scenarios 1. Mobile Work Order – Service Technician 7. Calls & Work Orders 5. Scheduling 6. Inspections and Forms – IT – Service Technician [ FIELD FORCE AUTOMATION FOR CAT® DEALERS ] .

[ FIELD FORCE AUTOMATION FOR CAT® DEALERS ] . Service Pro and FDC Integration Live Updates via FDC Live Updates from DBS Work Order Updates Parts Credit Work Order Updates Customers Equipment Parts Availability Status Labor. Service Pro® is the system of record for WOs. DBS/other ERP DBS is the system of record Parts Credit Work Order Updates for Customers. Customers Equipment Parts Availability Status Labor. Site Information and Parts. Misc. Contracts. Warranties and Calls. Equipment. Parts. Parts. Misc.

Q&A • Thank you! Questions? Ray Thomas John Elliott rayt@msidata.com johne@msidata.com 262-518-7028 262-292-4897 • Come see MSI for more info at Booth 44! [ FIELD FORCE AUTOMATION FOR CAT® DEALERS ] .