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 ] .

” [ 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.

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

• 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 ] .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.

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 ] .

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

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 ] .

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

Equipment. Contracts. 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. Misc. Warranties and Calls. Site Information and Parts. Customers Equipment Parts Availability Status Labor. Misc. Parts. [ FIELD FORCE AUTOMATION FOR CAT® DEALERS ] . Parts. 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.

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