Tomorrow’s service is mobile www.coresystems.net
Agenda 1. Coresystems Field Service Software 2. Functional scope 3. Service process 4. Service dashboard 5. Architecture and technology 6. References 7. ROI calculation 2
Coresystems Field Service Software Business case Efficient processing of service and maintenance orders and interruptions as well as their registration with mobile end devices. Target group Service organization » Service manager » Dispatcher » Service technicians 3
Primary benefits » Faster invoicing » Optimized communication between office and field service » Increased customer satisfaction » Simpler reporting and data analyses » Elimination of duplications (less office » Plausibilized data entry (no incorrect work) orders due to poor data entry) » Less monitoring needed in the office » Standardized service procedures (only inspection of the complaints required) thanks to the Checklist Designer (software tool for generating service » Greater transparency and more checklists for mobile devices) effective planning thanks to the Resource Planner (planning table including route planner) 4
Functional Scope Resource Planner Time tracking » Based on SAP B1 » Non-productive hours » Drag and drop planning for » Absences service orders » Project-based time tracking » Route planning for service calls Expenses » Customer and equipment overview » Mobile expense tracking Work reports / Feedback Materials management » Service report / Service order » Materials reserved / ordered and Inventory » Time and material confirmation Enquiries / Assessments » Materials reserved (order and stock) » Stock » Positions, problems and causes Feedback, error » Material sales prices code tracking » Service orders (PDF documents for customers, Checklists after completion of the service order) » Generation and management of checklists for the service process 5
Service process – Field Solution 6
Service process – back office 7
Back office service (1) » Process service notifications With Coresuite Enterprise Search, you can search directly by company name or contact and display all service-relevant data, such as open service orders or contracts. 8
Back office service (2) » Process service notifications With a simple right click you can directly generate a service order for the selected person. Define the title, notes and activities for the generated service order. 9
Back office service (3) » Process service notifications When selecting the relevant equipment you will have a direct overview of the service contract with the current guarantees. Location of the equipment for deviations from the customer‘s standard address. 10
Back office service (4) » Service order You can define a date for executing a service order while it is still being generated. 11
Service process – Field Service 12
Scheduling » Planning table orders 13
Service process – Field Service 14
Wow! I have all my service notifications for my current work day on my mobile device. 15
Mobile service solution 16
Detailed view: Service order 17
Map view 18
Service process – Field Service 19
Time tracking 20
Material tracking 21
Checklists With Coresuite Checklist Designer you can easily and efficiently create checklists which you can then immediately send to your service technicians on their mobile devices. 22
Service process – Field Service 23
Order finalization (1) Automated check-out process for service orders. 24
Order finalization (2) 25
Service report Integrated generation of service reports for your back office staff and your customers. 26
Service process – Field Service 27
It is now easy to close service orders and send out the invoice. 28
Service process – Field Service 29
Administrative approval (1) Closeout notification with signature. Notice of materials used and expenses. 30
Administrative approval (2) Time and expenses are automatically With a double click, the final changes synchronized to the service order. can be made before the invoice is issued. 31
Administrative approval (3) Additional materials and expenses may also be recorded. 32
Billing Process (1) After completing all the time entries and open activities you may start the standard SAP B1 billing process. Starting the process manually » Invoice generation based on recorded services, materials and expenses » Print invoice » Close all activities » Close service order and link invoice to it 33
Billing Process (2) Use of the Coresuite Time Billing Wizard » Our wizard will support you in all of the points mentioned above » It enables efficient, automated billing of all open service orders in a single step 34
Coresuite Time Billing Wizard (1) » Sales A/R 35
Coresuite Time Billing Wizard (2) » Approval of materials and time including billing Our billing wizard can automatically print out all invoices or send them to customers via pdf/e-mail. 36
Print invoice and history 37
Service dashboard Alerts & Search & CRM activity overview ERP modules for Accounting Reports & and Sales dashboards in real time Map with open service orders and General ERP service technicians functions 38
Architecture and technology 1. Coresystems Field Service Software provides standard modules such as sales and services in the cloud. 2. The Service Cloud Connector synchronises ERP data for mobile usage securely using the Coresystems Service Cloud. 3. The data may be opened, edited and synchronised online or offline at any time via a mobile device. Available for Compatible with 39
Our Customers Almost 150’000 users throughout the world trust Coresystems every day. 40
Reference 1 «The affordable and innovative solution won over all our executives from the very start and is our first step towards mobilization and acceleration of additional SAP processes.» Andreas Berg, CIO WOLFFKRAN AG 41
Reference 2 «We have already successfully reduced the time between servicing and invoicing from several weeks to an average of six days on more than 50% of our customer service calls.» Andreas Heinz, Head of IT KARDEX REMSTAR 42
Reference 3 «We are convinced that we made the right decision in choosing to work with Coresystems as a partner, using SAP Business One as central ERP system as well as the innovative coresuite solutions. New projects confirm this view again and again.» Lukas Sramek, CFO/COO M-WAY 43
Reference 4 «We chose Coresystems Field Service Software because we didn’t want to buy any systems with “ teething problems ”, as is generally the case with pure prototypes. Everything is running smoothly and the data synchronization via the cloud is also functioning perfectly. Coresystems is innovative, flexible and extremely reliable.» Gert-Jan den Boer, IT Manager Global Projects ALSTOM 44
Our vision (1) Tomorrow’s internet will no longer only be used by people, but by things as well: by machines, work devices, independent e-tools, or whatever you want to call them. Think it’s a pipe dream? Not at all. With Coresuite Cloud , a device placed at your customer‘s location and integrated into the service workflow can independently send error reports to your ERP system. Thanks to this smart machine, you can speed up your service process enormously. It‘s so easy – and so efficient. 45
Our vision (2) 46
The strong benefits Being a better customer service company Increase field force Improve customer Instantly ready to productivity & quality satisfaction capture value 47
Your Contact Coresystems Sales Team sales@coresystems.ch +41 56 500 22 22 48
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