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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

Whats 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 ]


WHATS NEW IN 2015

[ FIELD FORCE AUTOMATION FOR CAT DEALERS ]


Whats 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 ]


Whats New in 2015
Customer Configurable
Customer control over application components to fit your
nomenclature, including fields, dropdowns, inspections

[ FIELD FORCE AUTOMATION FOR CAT DEALERS ]


Whats 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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