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Preparing for a Successful Implementation

Your field service company has realized they need help as workflow inefficiencies and disconnected systems are preventing growth and limiting revenue. After months and months of searching for new field service software, your team has finally found a solution they like. There is only one thing left standing between your service operation and pure, unhindered efficiency: a successful implementation.

Here are some must-haves to ensure a successful implementation:

  1. Managers who are committed to leveraging technologies for organizational productivity and situational awareness.

  2. A strong accounting person who is responsible for the success of the implementation, coupled with a strong operations person.

  3. A person solely dedicated to maintenance contracts, if you have more than 50 contracts.

  4. Adequate time for testing your new business process in a test environment.

  5. One staff member who has a passion for doing a deeper dive into the new system post-implementation.

  6. Iterative improvements based on the existing and future capabilities of the Microsoft platform and improvements to FIELDBOSS®

An unprepared and poorly planned implementation will not only discourage employees from using the new program but also destroy any benefits the software would have provided. Take the time to plan and do it right. Your employees and customers will thank you.

Contact FIELDBOSS® to learn how to plan for a system conversion, how to spot implementation risks before they happen and how to set and measure the ROI and Payback on such projects.

Join us at the NAEC Convention in Orlando this Fall where we will be speaking about Business System Conversions – Best Practices, Lessons Learned and ROI Expectations. Looking forward to seeing you there.

#Fieldboss #Implementation #Plan #SoftwareImplementation

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