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 ]
Simplify
Simplifying seven CAT dealer field service scenarios
1. Calls & Work Orders 5. CSAs/PMs
– Dispatcher/scheduler – Service Manager

2. Scheduling 6. Business Intelligence and
– Dispatcher/scheduler Reporting
– IT
3. Mobile Work Order
– Service Technician 7. Responding to Business
Changes
4. Inspections and Forms – IT
– Service Technician

[ 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. • 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 ]
Deep Field Service Management Feature Set.

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 ]
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 ]
What’s New in 2015
• Customer Configurable
– Customer control over application components to fit your
nomenclature, including fields, 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 ]
OVERVIEW DEMO
Simplifying seven CAT dealer field service scenarios
1. Calls & Work Orders 5. CSAs/PMs
– Dispatcher/scheduler – Service Manager

2. Scheduling 6. Business Intelligence and
– Dispatcher/scheduler Reporting
– IT
3. Mobile Work Order
– Service Technician 7. Responding to Business
Changes
4. Inspections and Forms – IT
– Service Technician

[ 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, Parts, Misc.

Service Pro® is the system of
record for WOs, Contracts,
Warranties and Calls.

DBS/other ERP

DBS is the system of record
Parts Credit Work Order Updates
for Customers, Equipment, Customers Equipment Parts
Availability Status Labor, Parts, Misc.
Site Information and Parts.

[ FIELD FORCE AUTOMATION FOR CAT® DEALERS ]
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 ]

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