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Field Service Automation




















A Host of Solutions for Oil and Gas, Facility Management, Equipment and Process Manufacturing Companies. Mobility has changed the game for field services. Managing these operations and ensuring SLA compliance is a major challenge for Oil and Gas, facility management, equipment and process industries.

Field Service Modules

Key Challenges Faced by Field Service Companies

  • Resource location and real-time job allocations
  • Rising operating costs
  • Lost revenues
  • Lack of visibility and inconsistent service experience
  • First-time fix rate
  • Service delivery optimization and efficiency issues

With the advent of mobile devices, field service technicians and the back office can now remain connected with real-time information exchange, as well as allowing the customer to follow along with the processes at the same time.

Invasystems, with integrated solutions marrying IT and OT, helps in architecting a unified platform for your field service agent, service engineer, and customer to take care of preventive, scheduled, and breakdown services.



First-time fix rate is an important paradigm in the field service domain. It depends on allocation of people with the right skill set for the job. Tracking of the history of previous jobs related to the same equipment or service group are also important in root cause analysis.

Invasystems Field Services suite of applications on their patented iNotify mobile application middleware open newer and better channels between customers and field service technicians. Scalable and easy to deploy, Invasystems provides seamless connectivity through mobile devices to field service teams. From job management to scheduling to customer management, real time invoicing generation to the extent of agent management and contracts and SLA management, it gives an integrated information-sharing platform for all stakeholders to facilitate better customer engagement, remote resolution of problems and preventive and predictive maintenance. This can only be achieved with better and increased data visibility from remote locations and performing systematic analysis of these field activities. Invasystems Field Services ensures better data storage than the regular pdf, excel or proprietary databases, along with seamless connectivity with any ERP system. It enables systematic root cause analysis by amalgamating field data with engineering and financial data towards an accident- and glitch-free future.

Field Service Automation Modules

Job Management and Scheduling

  • Schedule and break down jobs
  • Job assignments
  • Job escalations
  • Approval management

Customer Management

  • Contact management
  • Equipment asset mapping
  • Customer locations
  • Quotation and sales leads
  • Skills and Performance Management
  • Peer-to-Peer Feedback
  • Peer-to-Peer Employee Recognition


Field ERP Management

Invasystems Field Services offers superior data storage over PDFs, Excel, or proprietary databases, with seamless ERP connectivity, enabling systematic root cause analysis by integrating field data with engineering and financial data, ensuring glitch-free future.

  • Employee management
  • Skill set mapping
  • Cost structures
  • Subcontractor management
  • Service auditing

Contract and Sales

  • Contract terms
  • Customer mapping
  • SLA Matrix
  • Escalations
  • Workflow


Inventory Management

  • Requisitions
  • Spare status
  • Consumables
  • Asset tracking

Field Service Automation Modules

Job Management and Scheduling

  • Schedule and break down jobs
  • Job assignments
  • Job escalations
  • Approval management

Customer Management

  • Contact management
  • Equipment asset mapping
  • Customer locations
  • Quotation and sales leads
  • Skills and Performance Management
  • Peer-to-Peer Feedback
  • Peer-to-Peer Employee Recognition

Field ERP Management

Invasystems Field Services offers superior data storage over PDFs, Excel, or proprietary databases, with seamless ERP connectivity, enabling systematic root cause analysis by integrating field data with engineering and financial data, ensuring glitch-free future.

  • Employee management
  • Skill set mapping
  • Cost structures
  • Subcontractor management
  • Service auditing

Contract and Sales

  • Contract terms
  • Customer mapping
  • SLA Matrix
  • Escalations
  • Workflow

Inventory Management

  • Requisitions
  • Spare status
  • Consumables
  • Asset tracking

Key Challenges

Faced by Field Services Provider Companies

Resource location and real-time job allocations

Real time location data, coupled with map integration, ensures visibility of market coverage and dynamic allocation of tasks.

Lack of visibility and inconsistent service experience

It offers functionality for user mapping, rules and rights management.
User profiles can billing to hardware credentials providing enhanced security.

Rising operating costs

App notifications and SMS can be used to update end users and managers about status of various events or transactions.

First-time fix rate

Underlying architecture ensures complete offline capability for the app and thereby increasing flexibility and usability of the app.

Lost revenues

iNotify middleware offers secure sync layer that ensures bidirectional synchronization between the app and middleware.

Service delivery optimization and efficiency issues

Ability to create dynamic survey enables companies to deploy survey forms for the sales reps to capture that critical market intelligence.

Survey Tools

Ability to create dynamic survey enables companies to deploy survey forms for the sales reps to capture that critical market intelligence.

Issue Management

Capturing data about customers grievances and obtaining the redress is always a challenge.

Core Features
of Filed Services Automation Modules

GIS / MAP Integration

Real time location data coupled with map integration ensures visibility of market coverage and dynamic allocation of tasks.

User Management

Comprehensive functionality for user mapping, rules and right management. User profiles can billing to hardware credentials giving and enhanced security.

Notifications

App notifications and SMS can be used to update end users and managers about status of various events or transactions.

Integrator

iNotiy offers a set of tools that enable you to integrate Mobien Sales Suite with any back-end ERPs such as SAP, ORACLE etc.

Sync

iNotify middleware offers a secure sync layer that ensures by directional synchronization between the app and middleware.

Issue Management

Capture data about customer issues and possible solutions.

Benefits
  • Reduce operating costs
  • Improve first-time fix ratio
  • Increase staff utilization and efficiency
  • Reduce lost sales

Field Service Scenarios

  • Flow line inspection
  • Production well test
  • Chemical addition to tanks at Well site
  • Facility Management Services
  • Post sales services for equipment manufacturers

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