Project Description

About The Company

The customer is a national leader in stormwater management services. They serve their customers with innovative and efficient techniques that are very effective as well as environment-friendly.

Systems + Devices Addressed

Key Challenges

The company had been using legacy software to manage their field service operations. The legacy software includes a limited management console and an outdated mobile app, both with limited integration with the accounting software.

  • Lack of intelligent scheduling features that would incorporate the technician’s travel time, time off schedule, and other important features to manage field service delivery.
  • Limited mobile app functionality to capture photos, videos, and guide technicians with step-by-step directions in the field, plus get help when needed.
  • Cumbersome report development and delivery engine requiring manual time to deliver field service visit reports to end customers.
  • No use of case management, routing, or other service features to streamline and process requests.

Solutions

Korcomptenz was selected as the partner of choice to deploy the Microsoft Dynamics 365 suite including Field Service, Sales and Service Hub, and Business Central. The focus of this case study is Field Service. We were selected as the partner of choice based on mission critical criteria for the company:

  • Microsoft Gold Partner status, plus knowledge of other industry leading platforms and supporting technical skills.
  • Ability to provide turnkey delivery including user requirements, functional specifications, installation, training, and acceptance testing.
  • Logistics and related industry experience.
  • Agile Microsoft Sure Step delivery model for rapid, high quality results.

We collaborated with the customer to identify their short- and long-term needs for the installation. The Microsoft Dynamics 365 for Field Service installation included the following key functionality:

Real Word Benefits

The Microsoft Dynamics 365 Field Service implementation, along with supporting Business Central, Sales, and Service Hub software, produced measurable results in the real world.

Increased Efficiency Over a 33% reduction in the time spent scheduling both preventive maintenance and repairs
Improved Accuracy Increase in accuracy results in a decrease in repeat Field visits
Operational Efficiency Less time required to generate reports, copy and paste data between systems, and other manual tasks throughout the process
Happier Customers Faster, more efficient maintenance and repairs, and access to more data about their field service visits

Ready for the Future

Korcomptenz strives to develop lasting relationships with our customers and to implement solutions that are ready to meet the long-term needs of the organization. This case study details the first steps of an organization’s digital transformation journey and the company’s platform is ready to support emerging needs in the coming months and years.

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