Tomorrows service is mobile www.coresystems.net Agenda 1. - - PowerPoint PPT Presentation

www.coresystems.net

Tomorrow’s service is mobile

• 1. Coresystems Field Service Software
• 2. Functional scope
• 3. Service process
• 4. Service dashboard
• 5. Architecture and technology
• 6. References
• 7. ROI calculation

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Agenda

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

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Coresystems Field Service Software

Primary benefits

» Faster invoicing » Increased customer satisfaction » Elimination of duplications (less office

work)

» Less monitoring needed in the office

(only inspection of the complaints required)

» Greater transparency and more

effective planning thanks to the Resource Planner (planning table including route planner)

» Optimized communication between

• ffice and field service

» Simpler reporting and data analyses » Plausibilized data entry (no incorrect

• rders due to poor data entry)

» Standardized service procedures

thanks to the Checklist Designer (software tool for generating service checklists for mobile devices)

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Functional Scope

Time tracking

» Non-productive hours » Absences » Project-based time tracking

Expenses

» Mobile expense tracking

Materials management

» Materials reserved / ordered and Inventory

Enquiries / Assessments

» Stock » Material sales prices » Service orders (PDF documents for customers,

after completion of the service order)

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Resource Planner

» Based on SAP B1 » Drag and drop planning for

service orders

» Route planning for service calls » Customer and equipment overview

Work reports / Feedback

» Service report / Service order » Time and material confirmation » Materials reserved (order and stock) » Positions, problems and causes Feedback, error

code tracking Checklists

» Generation and management of checklists for the

service process

Service process – Field Solution

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Service process – back office

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» Process service notifications

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Back office service (1)

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.

» Process service notifications

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Back office service (2)

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.

» Process service notifications

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Back office service (3)

Location of the equipment for deviations from the customer‘s standard address. When selecting the relevant equipment you will have a direct

• verview of the service contract

with the current guarantees.

» Service order

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Back office service (4)

You can define a date for executing a service order while it is still being generated.

Service process – Field Service

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» Planning table orders

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Scheduling

Service process – Field Service

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Wow! I have all my service notifications for my current work day on my mobile device.

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Mobile service solution

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Detailed view: Service order

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Map view

Service process – Field Service

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Time tracking

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Material tracking

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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.

Service process – Field Service

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Order finalization (1)

Automated check-out process for service orders.

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Order finalization (2)

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Service report

Integrated generation of service reports for your back

• ffice staff and your

customers.

Service process – Field Service

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It is now easy to close service orders and send out the invoice.

Service process – Field Service

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Administrative approval (1)

Closeout notification with signature. Notice of materials used and expenses.

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Administrative approval (2)

Time and expenses are automatically synchronized to the service order. With a double click, the final changes can be made before the invoice is issued.

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Administrative approval (3)

Additional materials and expenses may also be recorded.

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

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Billing Process (1)

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

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Billing Process (2)

» Sales A/R

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Coresuite Time Billing Wizard (1)

» Approval of materials and time including billing

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Coresuite Time Billing Wizard (2)

Our billing wizard can automatically print out all invoices or send them to customers via pdf/e-mail.

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Print invoice and history

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Service dashboard

ERP modules for Accounting and Sales Map with open service orders and service technicians General ERP functions Reports & dashboards in real time Alerts & activity

• verview

Search & CRM

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

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Almost 150’000 users throughout the world trust Coresystems every day.

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Our Customers

Reference 1

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«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

Reference 2

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«We have already successfully reduced the time between servicing and invoicing from several weeks to an average of six days on more than 50%

• f our customer service calls.»

Andreas Heinz, Head of IT KARDEX REMSTAR

Reference 3

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«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

Reference 4

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«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

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.

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Our vision (2)

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The strong benefits

Being a better customer service company

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Increase field force productivity & quality Instantly ready to capture value Improve customer satisfaction

Your Contact

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Coresystems

Sales Team

sales@coresystems.ch +41 56 500 22 22