Request a Quote

White Papers

Thought Leadership White Papers | Industry Related White Papers | Solutions White Papers | Small-to-Medium Business White Papers

Thought Leadership White Papers

Moving Into a Consumer IT Model

Consumerisation of IT has become a factor in the CIO world as the workforce has acquired personal devices such as Smarthones and Tablet PCs. Users find that these devices enhance their productivity, making them more effective at their roles. Embracing this trend by creating a strong governance and security structure means the organisation and the end user will benefit.

There are challenges for CIOs, a wider range of devices need supporting so agnostic approaches to devices is required. Access to information will increase, so stress levels on the CIO’s server infrastructure will increase, as may the number of applications corporate information has to support.

The question for the CIO is how to enhance the adoption of these devices in a way that enables the organisation to capitalise on this trend. In many organisations simple business processes cannot be enacted upon via consumer devices.

Two Roads to Mobile Workforce Management: Choosing Between On-Premises and Cloud Delivery

Companies turning to workforce management applications should consider both cloud-based and on-premises solutions.

Here are 8 critical considerations when deciding the right model for your company.

Service in 2012 The Continued Search for Revenue

For the previous 24 months, service revenue has topped the agenda of Chief Service Officers (CSOs) polled by Aberdeen. The 2010 State of Service Management research survey, and polls conducted at the 2010 CSO Summit, both found that service revenue was the top goal for CSOs to attain in 2011. At the 2011 CSO Summit, attendees once again indicated that the attainment of service revenue was the top item on their agenda for 2012. A recently conducted State of the Market poll of over 200 service leaders confirmed this data.

Deploying and Managing Mobile Apps for Field Service Workers – 5 Key Questions to Ask

According to VDC Research, smartphone adoption in the enterprise (both personal-liable and corporate-liable) will have reached 162 million units by the end of 2011 – and by 2014, the research firm predicts, the market for enterprise mobility solutions for field service applications will grow at an average annual rate of 11 percent.

Aberdeen Field Service 2011: Mobility and the Extension of the Service Enterprise

The growth of mobility in both the consumer and enterprise arenas is undeniable. Business leaders, in service, IT or elsewhere, cannot ignore the importance or impact of mobility on their service operations. However, the amount of information that needs to be sifted through when considering the mobilization of a field service workforce for an enterprise -- new devices, applications, operating environments, and network capabilities -- can be overwhelming...

Enterprise Mobility- From "Outside-In" to "Inside-Out:

The enterprise is going mobile. You're experiencing it yourself, and you're not alone: according to a forecast published by research firm IDC in February 2010, the number of mobile workers accessing enterprise systems worldwide will top the 1 billion mark this year on the way to 1.2 billion by 2013, or more than a third of the world's workforce.

The proportion of mobile workers in the US workforce is predicted to surpass 75 percent, or 119.7 million people, in 2013. With outside-in mobility, time and location become less meaningful: any coffee table, at any time of the day or night, is brought inside the office and becomes almost equivalent to the worker's own desk. As a result, knowledge workers are becoming mobile.

Aberdeen Field Service 2011: Trends in Workforce Management

The continued focus on field service excellence by service organizations is warranted as Aberdeen's recent survey data of over 300 organizations in December 2010 and January 2011 reflects that 58% of incoming service requests ultimately require a field dispatch of sorts.

Given that these field agents are quite often the only representatives of the organization that actually visit the customer, especially after the sale of the product, their ability to provide desired or better support in a timely manner goes a long way in setting customer perceptions of the service organization's aptitude.

Advanced Scheduling Execution (579.58 KB)

When equipment fails or isn't performing up to par, we desire the very best level of service, in terms of speed and quality, so that the equipment in question is up and running as soon as possible. For the servicing organization, the delivery of the very best level of service requires a significant degree of resource optimization.

Managing a Service Business in a Down Economy (2.24 MB)

ClickSoftware and Computer Weekly have come together to produce an executive overview to help provide you with the information you need to turn your service business into a profit centre. In addition to an overview of ClickSoftware's ServiceOptimization Suite, read about Konica Minolta's journey to achieving service excellence.

Brent Mayo, Customer Support Manager at Konica Minolta talks in detail about the drivers behind Konica Minolta's decision to select a solution that manages their mobile workforce, and the subsequent ROI they have recorded since implementation. The executive overview will outline the current landscape regarding customer service technology and will demonstrate how to:

• Close the gap between field service teams and service centers

• Drive operational improvement and tangible ROI

• Improve service and drive business benefit

Moving Field Service to the Next Level (2.3 MB)

Companies running teams of engineers and providing field service operations face a tricky dilemma made worse by the recession: how to meet increasing demand for improved customer service while at the same time streamlining their own costs and operational efficiency.

Mobile phones and other mobile devices have revolutionised companies' ability to keep in touch with their service engineers, but running a slick operation involves a lot more - including having the right field force management applications back at base.

This Insight Report, reviews the take-up of this technology, with original market research, together with case studies of existing users: Anglian Water and Konica Minolta. Expert advice from Professor Moshe BenBassat, chairman and CEO of ClickSoftware is also featured.

The Aging Workforce in India: Planning for the Skills Gap in Service Organizations (1.1 MB)

Around the world, more and more of today's service organizations are under pressure to meet a constant and growing demand for better-quality service and an improved standard of service-level agreements. Despite the ongoing growth of the Indian economy in recent years, India is not immune from these pressures. The challenges presented by an aging workforce, and the subsequent decrease in skilled labor are already appearing.

There is a compelling need for service organizations in India to plan their longer-term service strategies now, taking into account the gap between the demand for service and their capacity for meeting that demand with future in-house employees and subcontractors. This white paper is an essential read for anyone who is involved in running a service business in India.

Discover the Best-in-Class Vendors Who can Help You Achieve Success (1.29 MB)

Mobile field service solutions form the backbone of effective service delivery, providing the link between the back-end of the service organization and the mobile worker-often times the only component of the organization that touches the customer.

Aberdeen's data indicates that 96% of survey respondents claim that effective mobile field service-related process and solutions are paramount to the performance of their service organization, and these tools have become more important given the uncertain economic and rising cost pressures. In addition, more workforces are equip with mobile devices for work order management, scheduling and other capabilities, and as such the need for well-integrated mobile field service solutions is high.

This report is intended to help facilitate an understanding of, and assist in the selection of mobile field service solutions for service and manufacturing firms.

Ten Common Mistakes to Avoid when Selecting and Deploying a Mobile Solution

Research firm IDC predicts that some 1.2 billion workers will be using mobile enterprise tools by 2011, representing roughly a third of the total global workforce (February 2010). Some of these people are almost exclusively mobile, whereas some will only occasionally use mobile enterprise tools. Whatever the case, there are very few who would argue against the fact that investing in mobility has the potential to raise productivity, accessibility and visibility.


Industry Related White Papers

Gaining a Competitive Edge in Insurance through Mobile Workforce Management

Automating mobile workforce management can allow insurers to increase efficiency and improve service levels. When business is tough, that’s a great advantage.

This White Paper will discuss:

  • Customer Appointment Scheduling
  • Automated Field Workforce Scheduling
  • Planned Policies for Extreme Service Scenarios
  • Ongoing Process Optimization
  • Mobility Solutions

Mobility Innovations for the Next Generation Utility

Utilities are experiencing rapidly changing field mobility requirements as they race to keep up with constant change in the industry. While the low margins of the retail energy market continue to co-exist with massive procedural and other regulatory reporting, new mobile technology has caused a paradigm shift, enabling utilities to eliminate much of the cost and lag time associated with job paperwork.

5 Tips to Minimize the Impact of Rising Fuel Costs in Field Service (441.56 KB)

Since early 2009 the cost of fuel has doubled, with no reprieve in sight. For a typical service organization, this could result in additional annual costs of $2,500 per vehicle; bringing today’s cost to $5,000 per vehicle per year. This has made service managers acutely aware of the need to control the service fleet’s fuel costs, and many ideas on how to reduce fuel consumption, as well as get fuel at lower costs, have emerged.

Download this white paper now to read more!

Bringing Better Business Practices to Policing Through Workforce Management (533.34 KB)

This ClickSoftware briefing paper discusses the positive impact that workforce management solutions have on the struggle to balance high quality policing and the demands to be fiscally responsible

Staying Awake with Workforce Management

This article, which focuses on the American rail industry outlines how workforce management and optimization software, which has many years of success in improving the efficiencies of individual people and crews across multiple industries, can also play a vital role in the pursuit of minimizing train crew fatigue.

Issues Affecting the Electricity Transmission and Distribution System in North America (789.25 KB)

From a workforce perspective, few industries are as complex as electric utilities. Everyday tasks range from simple meter reading to long-term infrastructure work, unexpected emergencies are inevitable, and customers range from homeowners to municipalities with contracted minimum service guarantees.

This white paper entitled examines how this century-old system is experiencing a period of transition unlike any that has been seen before. Improving the reliability of the system, while meeting the requirements for growth, all in an environment of enormous structural and technical change, is a great challenge for the future.

Download this white paper now to read more!

Managing the Telco Field Force in the 21st Century (287 KB)

With all the changes and new demands on your field service operation, is it any wonder you have a hard time keeping up? One thing's for sure: if your field service operation is not efficient or can't keep up with the times, your company costs can go through the roof.

Find out how companies like yours are effectively managing their field workforces with service optimization technology.


Solutions White Papers

The A to Z of Mobile Workforce Scheduling Optimization

The scheduling of field resources is an immensely varied and complex problem to solve. Within one company there can be many different types of field resources, work types, shifts and customers. For organizations that are considering a mobile workforce scheduling solution, there are a host of things to consider; cost versus benefit, change management concerns, personnel needed to implement the project and so on.

This whitepaper delves deeper into how an optimized scheduling solution considers the variances within a service business and takes advantage of the optimization points to deliver service delivery improvement.

Ten Common Mistakes to Avoid When Selecting and Deploying a Mobile Solution

Research firm IDC predicts that some 1.2 billion workers will be using mobile enterprise tools by 2011, representing roughly a third of the total global workforce (February 2010). Some of these people are almost exclusively mobile, whereas some will only occasionally use mobile enterprise tools.

Whatever the case, there are very few who would argue against the fact that investing in mobility has the potential to raise productivity, accessibility and visibility. However, as many have already discovered, selecting and deploying a mobile solution is complex and brings many challenges and considerations. Along with the huge rewards it can bring, deploying a mobile solution can also involve many risks and potential pitfalls.

This whitepaper covers some common mistakes and tips for this process.

On The Road to Agile Mobile Business Applications

The proliferation of consumer-level applications on mobile devices (e.g. iPhone, iPad, Android etc.) is impacting the business world. Business people expect to have the same connectivity and ease of use with their company's business applications on their mobile devices as they do with consumer applications, such as travel instructions or making reservations in a restaurant. They also expect a far higher speed of delivering such business applications.

Why should a mobile business application take years to develop, given the rapid appearance and updates of consumer apps?

Why Mobile Clients are Just Stepping Stones to Better Solutions

This paper explores the topic of mobile clients and discusses questions such as: why the mobile client concept is outdated, what a 100% mobile solution would be like and glimpses into the future of mobile clients.

ClickSoftware Mobility Suite & Sybase Mobility Solutions (790.65 KB)

The purpose of this paper is to identify the components of a typical mobile enterprise solution , and to define the role each of them provides the user. The paper focuses on the unique roles and differences between a server-side enterprise application, a client-side mobile application, mobile business frameworks (MBF) and mobile infrastructure frameworks (MIF).

This whitepaper explores the relationship between each of these solutions and recommends best practices strategies, optimized combinations and mobile solution designs, and illustrates these recommendations by examining the combination of ClickSoftware's Mobility Suite with the Sybase mobility solutions.

Networked Field Services (650.8 KB)

This paper explores the convergence of several different technologies including: mobility, GPS, business intelligence and M2M (machine to machine) technologies with evolving field services management strategies. This convergence has resulted in a new “Networked Field Service” model.

Investment in space travel has provided many direct and indirect benefits to society. For example, weather forecasting technology, solar energy, scratch resistant lenses, water purification systems, enriched baby food and air quality monitoring have all made advancements because of investments in space travel research. Likewise, the military has made huge investments related to the implementation of Network-Centric War fare technologies and mobile data collection strategies that are now providing benefit and revolutionizing the way commercial field services organizations operate.

In this paper we will explore these concepts and benefits and learn how they can be implemented. In addition to the technology, we will explore how field services organizations can take advantage of the advances in management and decision making models that are now possible with a networked field services organization.

Optimized Shift Planning - The Way of the Future (1.01 MB)

This white paper explores the sophisticated optimization provided by the shift planning and scheduling product, ClickRoster. This product is transforming the way that service organizations better manage their shift planning and staff rostering processes.

The Service Optimization Challenge (799.66 KB)

Which is a more important service goal, increasing customer loyalty or reducing operational costs? Of course the answer is both, but usually achieving one of these goals requires sacrificing the other. This is the inherent challenge of service optimization. Read on to find out about ClickSoftware's unique approach to facing this challenge head on.

Contractor Management in Field Service White Paper (1.49 MB)

Ideally, when contractors are given their daily or weekly schedules, the service organization should have confidence in their skills and capacity to complete the work orders assigned. And in return, while working in the field, contractors should have access to work order information.

Accordingly, when the contracted field resource needs to report back on the service delivery, this information should be reported immediately, streamlining the flow of work-order status information to the service organization. This give-and-take is critical for the success of both the contractors and the service organization as a whole.

Download this whitepaper and see how you get there.

Achieving the Correct Staffing Levels with Continually Fluctuating Demands (389.85 KB)

Managing a high performing service operation in today's complex environment requires a complete rethink of the way the operation is managed. Accepting current capacity without a real understanding of the fluctuating demand will lead to inconsistent performance.

This white paper looks at the applications and processes available to achieve a balanced demand capacity curve, which will deliver consistent high quality service, satisfied customers and good margins.

Aberdeen Mobility in Service Report- The Agenda for 2010 (595.86 KB)

While hand written notes or notes written on hands are all the crazy in the US political sphere, this medium of information storage and reuse is probably not what most service organizations have in mind when looking to provide workers with the necessary tools and information while in the field.

For one, the information isn’t dynamic and unlike in politics where the same static message might continue to ring up support or applause, the dynamic nature of service work and customer expectations requires that service technicians have the most up-to-date information regarding the particular asset or customer that they are servicing. Also given the fact that service technicians often work in hot, humid conditions may also minimize the recall value of notes written on hands.

Trends in Mobile Field Service (671.54 KB)

Empowering your Field Technicians to Deliver Better, Faster Service
As service and manufacturing organization look to break free from the constraints of the current economy and drive service productivity, they are increasingly looking to equip their technicians with mobile devices to allow them to escape from the bounds and limitations of paper based processes.

However, a majority of organizations continue to struggle with truly mobilizing and empowering their field workforces with the right capabilities needed dot facilitate effective service delivery.

Those that are successful in extending the back office to the field with convenient well integrated workflows have experience significant 17% gains in the service profitability from the deployment of mobile solutions.

Yield Control to Gain Control: Improving the Service Experience Through Collaboration (751.3 KB)

In the current economic climate more than ever, it is critical for companies to have control of their business and make sure that every second is put to productive use. It is also important, and possible, to give more control of the service experience to the consumer.

This white paper discusses how continuous communication between the customer and service organization leads to shared control, where the whole is more than the sum of the parts.

Service Parts Management (1.48 MB)

In some companies, parts management is handled via an enterprise resource planning (ERP) or other such system. These systems, however, do not provide a complete solution for effective parts management. Most ERP systems do not have a way to effectively manage the need for information regarding the required parts for a work order, the need to support the parts-refill and pickup activities on the day of service, scheduling the work and the required equipment to the relevant field resources, and subsequently updating the parts usage in order to appropriately bill and track stock. To incorporate all these challenges at once, these work processes should be included in a service parts management solution.

ClickSoftware has vast experience with different types of service organizations from various industries all over the world, and our experience has taught us a lot about effective parts management.

This white paper summarizes various types of business challenges service organizations may encounter while dealing with service parts management and how these challenges are best addressed by different solutions

To Bundle or NOT to Bundle? That Is the Question (693.72 KB)

From our experience of working with a wide variety of service organizations, we have encountered several reasons for bundling tasks. Some of these reasons are straightforward, while others deserve a more intricate explanation.

This whitepaper presents the concept of task bundling and examines when it is better to treat a large number of small tasks as a bundle that should be scheduled and performed as a cohesive group, and when there are exceptional reasons to separate the bundle into its constituent tasks and treat some of them individually.

Complex Service Work: Scheduling Technicians, Crews, and Physical Resources (530.91 KB)

An Aberdeen survey of 125 service executives conducted in April 2008 found that the top pressure faced by companies engaged in complex work is the need to complete projects on time. However, 35% of these same companies did not know or did not measure compliance with stated deadlines. As well, many low performing companies reported significant financial penalties for project slippage - paying out over 30 times more in fees than leading companies.

This report studies how leading firms are using technology and optimizing processes to better manage complex work.

Successfully Managing Your Service Levels Through Capacity Reservation (791.11 KB)

Capacity reservation is a proactive approach whereby the scheduling system allocates a certain amount of the resources' capacity to attend to specific service types. Organizations that follow this approach will meet their service level policy while keeping high resource utilization and will be able to predict a preferably accurate schedule.

Having said that, it can be a challenge to achieve the right levels of capacity reservation; if you allocate the wrong capacities, you may find yourself with underutilization and/or a low service level.

The Impact of Location on Field Service (479.56 KB)

Demand from customers for improved service performance, in the form of faster service resolution and improved asset uptime is forcing service organizations to leverage location intelligence to appropriately allocate their field resources. Location data can be used to optimize the execution of service delivery while assisting firms in planning the allocation of their resources required for field service.

Firms that have leveraged location intelligence have seen sizeable improvements to service response times, workforce utilization, and service profitability.

Advanced Scheduling Methodologies in Australia White Paper (435.23 KB)

In Australia, large field service organisations are at a crossroads when it comes to providing customers with required levels of service. While many of them have implemented scheduling solutions, they have found that some core concerns are still not being addressed.

Specifically, most of the service management systems in use today are far too manual in nature, and rely on individuals to undertake most scheduling decisions - often with inadequate information. This, in turn, leads to a second overriding issue: the inability of these systems to assist the organisation in efficiently managing resource levels and meeting service level agreements.

Download this white paper now to read more!

Street-Level Routing: Where the Rubber Meets the Road White Paper (1.42 MB)

This white paper illustrates how street-level routing (SLR) creates much better routes and schedules than any other method.

Along the way, the paper will explore the impact of badly estimated travel times on operational efficiencies, customer satisfaction and productivity; examine some alternatives to SLR; explain why many vendors do not offer SLR; and present some quantitative, real-life evidence for the importance of SLR.

Measuring the Impact of Field Service Optimization (645.8 KB)

There is always much talk about the benefits of service optimization, but service executives have yet to see an objective study that systematically measures how companies using optimization measure up to industry standards.

Well, now they can. A new study, recently published by Downton Consulting, compares productivity and efficiency in companies using optimization to industry averages established by a similar study of member companies of the Association for Services Management International.

ClickSoftware’s Business Mobility Platform and the Sybase Unwired Platform

In the business world, end users cannot simply download an application and start using it right away -- because while a mobile business application runs on a mobile device, it is rarely self-sufficient to stand-alone and provide value. In the vast majority of the cases, it is part of the overall enterprise IT environment and shares data, business objects, and workflows with back-office systems, as well as other mobile applications and users in different business roles, and needs to be integrated with them. Therefore the structure and processes of consumer-focused app stores as we know them today are inadequate for business mobility.

This presentation explains how the combination of ClickSoftware’s Business Mobility Platform and the Sybase Unwired Platform addresses this challenge and enables system Integrators, IT departments, ERP/CRM companies and product developers of vertical industry solutions to mobilize back-office products and rapidly develop business apps.


SMB White Papers

Service Management for SMBs: Employing a Strategic Approach (543.3 KB)

Small and midsized service organizations (or SMBs) continue in their transformation from cost centers to profit centers. This idea of strategic service management, where customer service is embraced as a key differentiator, thrives even among the smallest service organizations. Sixty percent (60%) of SMBs currently operate as profit centers and an additional 18% plan to manage as profit centers with financial and operational goals within the next 18 months.

Therefore, operating as a profit center is not unique to the service organizations of large companies, but has indeed taken root even among the smallest firms. However, the size of the organization does play a role in market perspective, and this benchmark report seeks to uncover that which is unique to the small and midsize service organizations as they compete for market share.

Delivering High Quality Service and Profitable, Sustained Growth: Achieving the Impossible Dream? (755.43 KB)

Success in service is defined by delivering consistently, reliably and with high quality. Many midsized businesses* deliver the high quality but at a relatively high cost and therefore struggle to expand because of constrained margins and limited funds to invest in technology or processes designed to resolve these problems.

Most businesses today desire controlled sustained growth, and finding specifically designed low-cost solutions that can be implemented quickly to fit the needs of midsized businesses and support them on a sustained growth path has been a requirement for these companies.

Download this white paper now to read more!