You’ve gone through the painstaking process of finding the perfect system to help you manage your repair center or field service operations. You’re confident your team has done a thorough job of vetting potential vendors and you’re ready to start using a fully integrated system. Oh but, if only it were that simple. Alas, the work has only just begun.

Grab another cup of coffee, because the real project work, managing your system implementation, is just about to begin. We can’t promise it will be easy, but using this checklist can minimize the most common setbacks companies experience while implementing a field service software system.

10 Ways to Prepare for Your Field Software Implementation

    1. Appoint a leader– All successful system implementation projects require a client-appointed project manager. The project manager should understand the full scope of the project in order to make implementation decisions, delegate responsibilities internally, and serve as the primary contact between the system vendor and user community.
    2. Keep your team informed—Getting the right people on board is key to ensure a smooth and successful implementation. By collecting an implementation team from all areas of the operation you can make sure that there are no surprises as you transition to a new operational system. The implementation team can then disseminate what they learn to the rest of the team.
    3. Document current processes—Know every step you currently take to perform tasks. The more detailed you are able to lay out your current processes, the smoother the software company can make your transition to the new system.
    4. Know what you want from the software—With today’s expansive technological capabilities, field service software companies develop and customize software with each customer in mind. The better idea you have of what you want, the better your service provider will be able to add features and services to meet your needs.
    5. Know what you want from the training—When you know your needs and your team’s capabilities you can lay out your expectations for training, giving you a better experience and making it easier for the service provider to give you a beneficial training experience.
    6. Set aside time for training—Training can be an intense process that can last a week or more. Be sure that your company is ready for the commitment. Make sure employees are available to attend important training sessions and representatives are prepared for the process.
    7. Mind your data —Know where you data is and how you collect it. By working with your data in mind, you can make the transition smoother by easily transferring your data into the new system.
    8. Track Inventory—If you are conscious of everywhere your inventory is documented you can establish settings in the new system that automatically replace items used in the field.
    9. Create a test environment—Test companies allow you to start configuring and processing transitions right away in the implementation process without affecting live or production data. Create this test company before initial training so that the authorized training individual can assist you in configuring the new system so it is most conducive to your operation.
    10. Stay in touch with your service provider after Go Live—After implementation, maintain a relationship with your software provider. This way, if you have questions about the software or suggestions for updates, you can report it directly to the source of the software.

Now that you know what you need to do, it’s time to get to work. Implementation of your field service management system won’t be easy, but it will be worth it. Your commitment will pay off with a quick return on investment and a more efficient service operation!