FIELD SERVICE LIGHTNING QUICKSTART
Our Field Service Lightning Quickstart package is customized to fit your business needs, giving you full visibility and optimal function of work order management, scheduling, resource planning & allocation, and customer service report generation. This package also includes the FSL Mobile implementation, allowing field technicians to manage work orders and service appointments on mobile devices.
WHAT:
A Field Service Quickstart is an 8-10 week engagement, tailored for businesses looking to quickly leverage out-of-the-box features of Field Service Lightning to provide top-tier customer service
HOW:
A dedicated certified Field Service Lightning consultant will work with your customer support and field support teams to understand your business and configure Field Service Lightning to fit your business processes
FOR WHOM:
Businesses looking for a rapid deployment of a small team of Field service agents
WHY:
Increase ROI by improving key performance metrics such as time to dispatch, first-time fix rate, and average repair time with:
- Resource assignment and allocation via dispatch console
- Offline mobile experience for your technicians
- Real time work order status updates
APPROACH
DISCOVERY
- Our certified consultants will facilitate requirements gathering sessions to learn about your business and support processes.
- Through an iterative approach, we'll capture requirements around how you want to use Field Service Lightning.
- In this phase, we will also capture metrics that measure your business allowing us to configure the right reports and dashboards to track your success.
CONFIGURATION
- Based on the requirements, our consultants will configure FSL to get you faster results.
- UI optimization to provide the best experience for your users to increase adoption & ROI.
- Clearly define your service appointment life cycle to create an efficient business process.
- Configure service reports based on predefined templates to standardize and simplify your customer facing reports.
REVIEW
- At multiple points in implementation, we provide demos of configuration for your review and feedback.
- During the demo, we will also emphasize how the application can be used by different user roles.
- Based on the feedback received, configurations are adjusted.
DEPLOY
- The configurations will be tested for different use cases.
- After successful QA, configurations in sandbox will be moved to the production environment through changesets.
- Post deployment, configurations will be validated in the production environment to keep the application ready for users.
TRAINING
- To make the adoption easier for your users, we create a user guide with screenshots of how to navigate and use the application.
- We also provide virtual training sessions to guide your customer support teams to success.
- We will cover how to use the application for day-day customer support activities and how Salesforce helps your team to be productive and successful.
SUPPORT
- We understand that adopting a new application doesn’t happen overnight.
- For all our Quickstarts implementations, we offer 2 week post go-live support at no cost so that you can request minor tweaks to your implementation and resolve your go-live issues while you get used to the new application.
Field Service Lightning Quickstart
- Discovery and Design workshops
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- Quickstart requirements
- Design document
- Workflow diagram
- FSL Package Installation
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- Enable Field Service Lightning
- Installation of managed package for dispatching
- Installation of managed package for mobile support
- Core FSL Package Setup
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- Create permission Sets
- Assign permissions
- Assign service crews
- Assign page layouts
- Standard Object Setup or Configuration
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- Define Field Service territories (within one region)
- Define work type and skills (up to 5 work types and 20 skills)
- Define Field Service resources (up to 50)
- Define Field Service dispatchers and agents (up to 25)
- Define Field Service appointment booking
- Define Field Service scheduling policies (up to 5)
- TimeSheets Setup
- Dispatch console configuration
- FSL Mobile
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- FSL Mobile App
- Page Layouts
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- FSL Service Appointment Layout
- FSL Service Resource Layout
- FSL Work Order Layout
- FSL work order Line Item Layout
- FSL operating Hours Layout
- FSL Work Type Layout
- Reports & Dashboards
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- 5 Reports
- 2 Dashboards
- Training Sessions
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- Two-hour admin training
- Four-hour end-user training
- Two-week go-live support
Extending your Quickstart with FSL
Leverage advanced features within Field Service Lightning to unlock additional value
- Advanced Resource Management
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- Advanced Resource Management
- Service Territory Hierarchy
- Skills & Certification Management
- Capacity planning
- Contractors
- Profile Mgmt. (Crew, Equip, 3rd party)
- Shift Management
- Timesheet Management
- Contracts & Preventive Maintenance
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- Contracts and entitlements
- Service Contract Asset Mapping
- Asset Location Customer Mapping
- Preventative Maintenance Scheduling
- Predictive Maintenance
- Usage Based Scheduling Maintenance (IOT)
- Field Inventory & Replenishment Management
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- Asset management
- Trunk Stock/ Inventory
- Inventory Location Visibility
- Parts Request Mgmt.
- Parts Consumption Management
- Automation and Optimization
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- Scheduling/Dispatch Automation
- Street Level Route Optimization
- Optimization metrics and analysis
- Field Worker Mobility
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- Offline capabilities
- Technician geo location tracking
- Digital signature setup
- Part Scanning & Photographic Records
- Change Management
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- Stakeholder engagement and communication
- Training Documents or Videos
- Work Instructions and Operational Procedures
- Other Services
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- Data migration
- Service Cloud optimization
- Additional customizations
- Multilingual service reports
- Internet of things (IOT)
- Communities (customer self service appointment booking)
- Integrations
Ready to boost productivity for your field service agents?
Speak with one of our certified FSL Consultants to see how our Quickstart can get you up and running before you know it.
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