Field Service USA 2016 (past event)
April 25 - 28, 2016
Array
Main Day One
07:00 - 07:15 VIP Think Tank
Invite Only
07:15 - 08:00 Continental Breakfast & Registration
08:00 - 08:05 Welcome Remarks
08:05 - 08:20 Chairperson’s Opening Address
08:20 - 08:40 Fire Side Chat: A CEO’s Vision On What It Takes To Provide Game-Changing Service
As service organizations have been focusing on value-added activities and their customers’ experience with increased success C-Level executives have had to adapt to company mindset that has shifted more towards service. In this one-one-one interview with Kone’s CEO, Larry Wash you’ll hear first hand what a former Vice President of Service-turned-CEO has done to pave the way for his organization and their customers. Q A will include:
• Moving resources from repetitive, manual activity to automated integrations
• Improving the customer experience by focusing on technology
• What’s in store for service in the not-so-near future
• Moving resources from repetitive, manual activity to automated integrations
• Improving the customer experience by focusing on technology
• What’s in store for service in the not-so-near future
08:40 - 09:00 Driving Field Service Transformation Through Connected Products
Schneider Electric has been investing time and resources into the development of its connected products environment and the overall performance of their service organization. In this session Udaya walks you through how Schneider service has:
• Driven unmatched levels of service and increasing loyalty across it’s customer base
• Increased operational efficiencies through more effective field service deployments and an increase in first call resolution
• Unlocked new revenue streams by providing innovative services to your customers
• Driven unmatched levels of service and increasing loyalty across it’s customer base
• Increased operational efficiencies through more effective field service deployments and an increase in first call resolution
• Unlocked new revenue streams by providing innovative services to your customers
09:00 - 09:20 Measure, Manage, Improve: Driving Change in a Large Service Team
Sunrun has made key changes in how its nationwide service team operates, to drive productivity and efficiency. Hear firsthand how measuring and managing led to simple but powerful improvements for Sunrun.
Sunrun
Michael Pangalos
Senior Corporate Fleet ManagerSunrun
09:20 - 10:00 Panel Discussion: Differentiating Your Service To Demonstrate Superior Value
In today’s competitive marketplace its increasingly important to develop tools and strategies to compete against low-end competitors. Our panelists demonstrate how their leading organizations have synthesized marketing efforts to ensure their customers understand the value of their service, and how they’ve developed strategies and tool kits to justify higher prices for services. With a panel of this caliber you should come prepared to ask questions as to how these organizations have gotten to where they are today.
10:00 - 11:00 Morning Refreshment & Networking Break In The Solutions Zone
11:00 - 11:25 Strategies That Win In The Service Economy
Customers’ expectations about service are shifting. They demand personalized service with flexible appointment windows, constant communication, and real time updates. Companies no longer strictly compete with other companies in their industry, but are now competing with every service experience their customers have. To meet these demands, service firms must offer an integrated and consistent experience, and quickly adapt to changes in the marketplace. In this session presented by Mike Karlskind, Vice President Product Marketing at ClickSoftware you will learn:
• How wide adoption of mobile technology is empowering customers and mobile workers alike
• How IoT is revolutionizing the service industry
• The ripple effect on customer service caused by the intersection of mobile, cloud, IoT, and big data
• How wide adoption of mobile technology is empowering customers and mobile workers alike
• How IoT is revolutionizing the service industry
• The ripple effect on customer service caused by the intersection of mobile, cloud, IoT, and big data
11:25 - 12:05 Panel Discussion: A Cross-Functional Perspective On Effective Service Offerings
Are you struggling to develop new service offerings? This panel speaks to how you can shed the traditional mindset of services within your organization and include other departments such as sales, marketing and product development to discuss service offerings. The ultimate goal our panelists will share their thoughts on are how you can continuously refresh your product to increase synergy and loyalty with your customer base.
12:05 - 12:15 Ten Minute Stretch
12:15 - 13:15 Roundtable Ideas Xchange
Speakers:
Patrice Eberline Vice President of Customer Transformation ServiceMax
Drew Deaton CEO Help Lightning
Greg Camara Enterprise Sales Manager - West coresystems
Steve Lightstone Vice President North American Sales CaseBank Technologies
Scott Tarran Manager Service Operations Bruker AXS
Mike Darger Vice President, Facilities & Maintenance CKE Restaurants, Inc.
Christopher McHan President Neusoft Medical Systems, USA, Inc.
David Douglas Vice President Service Management Scientific Games
Dave Newell Sr. Global Materials Manager Varian Medical Systems Inc
Anne Marie Berger Managing Partner ForeFront
Kelly Frey VP Product Marketing Telogis
Charlie Isaacs CTO for Customer Connection Salesforce
Bill Kenney EVP Business Development OnProcess
Steve Drake Global Director, Mobile Red Hat
Meredith Powers Lead Product Marketing Manager, IoT & Big Data AT&T Mobile & Business Solut AT&T
Ed Klosterman Director, Field Service Operations bioMerieux
Derek Few Vice President, Field Sales Fleetmatics
Patrice Eberline Vice President of Customer Transformation ServiceMax
Drew Deaton CEO Help Lightning
Greg Camara Enterprise Sales Manager - West coresystems
Steve Lightstone Vice President North American Sales CaseBank Technologies
Scott Tarran Manager Service Operations Bruker AXS
Mike Darger Vice President, Facilities & Maintenance CKE Restaurants, Inc.
Christopher McHan President Neusoft Medical Systems, USA, Inc.
David Douglas Vice President Service Management Scientific Games
Dave Newell Sr. Global Materials Manager Varian Medical Systems Inc
Anne Marie Berger Managing Partner ForeFront
Kelly Frey VP Product Marketing Telogis
Charlie Isaacs CTO for Customer Connection Salesforce
Bill Kenney EVP Business Development OnProcess
Steve Drake Global Director, Mobile Red Hat
Meredith Powers Lead Product Marketing Manager, IoT & Big Data AT&T Mobile & Business Solut AT&T
Ed Klosterman Director, Field Service Operations bioMerieux
Derek Few Vice President, Field Sales Fleetmatics
Table 1: The Future Is Here: Real-Time Service Management Hosted by Greg Camara, Enterprise Sales Manager - West, Coresystems
Table 2: Managing To The Metrics Hosted by Derek Few, Vice President, Field Sales, Fleetmatics
Table 3: Redefining Customer Experience With Connected Field Service Hosted Charlie Isaacs, CTO for Customer Connection, Salesforce
Table 4: Developing The Service Savvy Organization Hosted by Patrice Eberline, Vice President of Customer Transformation, ServiceMax
Table 5: Creating One Platform For Connected Intelligence Hosted by Kelly Frey, VP Product Marketing, Telogis
Table 6: Enhancing Field Service with Mobile Merged Reality and Virtual Presence Hosted by Drew Deaton, CEO, Help Lightning
Table 7: Product Support As A Corporate Objective – Building the Business Case Hosted by Steve Lightstone, Vice President North American Sales, CaseBank Technologies
Table 8: Managing Global Systems For Improved Service Operations Hosted by Scott Tarran, Manager Service Operations, Bruker AXS
Table 9: Field Service Software Implementation Challenges Hosted by Mike Darger, Vice President, Facilities & Maintenance, CKE Restaurants Holdings, Inc
Table 10: Integrating Global Service Partners Hosted by Christopher A. McHan, President, Neusoft Medical Systems, USA, Inc.
Table 11: What Can Predictive Analytics Do For Service? Hosted by David Douglas, Vice President Service Management, Scientific Games
Table 12: Get Your Head Into The Clouds With Mobile: Advance Your Customer Care, Service And Support Hosted by Meredith Powers, Big Data Marketing, Mobile and Business Solutions, AT&T
Table 13: Managing Knowledge Saturation For Field Technicians Hosted by Ed Klosterman, Director Field Service Operations, bioMeriuex
Table 14: Service and Parts Logistics Optimization Hosted by Dave Newell, C.P.M., A.P.P, CSIM, Sr. Global Materials Manager, Varian Medical Systems
Table 15: Transforming Field Service Across Industries, Across Platforms And Across Oceans Hosted by Anne Marie Berger, Managing Partner, ForeFront
Table 16: From Decentralized to Centralized FE Dispatch and Scheduling – Benefits and Challenges Hosted by Bill Kenney, EVP Business Development, OnProcess
Table 17: Rapid Mobile Innovation Begins With The Business: A Path To Simplified App Development Hosted by Steve Drake, Global Director, Mobile, Red Hat
Tables 18-20: For more information on how to be a part of the discussion and to sponsor a roundtable you may call Rachel Muser, Sponsorship Sales Manager at 646-200-7524 or email her at Rachel.Muser@wbresearch.com
AT&T
bioMerieux
Fleetmatics
Table 2: Managing To The Metrics Hosted by Derek Few, Vice President, Field Sales, Fleetmatics
Table 3: Redefining Customer Experience With Connected Field Service Hosted Charlie Isaacs, CTO for Customer Connection, Salesforce
Table 4: Developing The Service Savvy Organization Hosted by Patrice Eberline, Vice President of Customer Transformation, ServiceMax
Table 5: Creating One Platform For Connected Intelligence Hosted by Kelly Frey, VP Product Marketing, Telogis
Table 6: Enhancing Field Service with Mobile Merged Reality and Virtual Presence Hosted by Drew Deaton, CEO, Help Lightning
Table 7: Product Support As A Corporate Objective – Building the Business Case Hosted by Steve Lightstone, Vice President North American Sales, CaseBank Technologies
Table 8: Managing Global Systems For Improved Service Operations Hosted by Scott Tarran, Manager Service Operations, Bruker AXS
Table 9: Field Service Software Implementation Challenges Hosted by Mike Darger, Vice President, Facilities & Maintenance, CKE Restaurants Holdings, Inc
Table 10: Integrating Global Service Partners Hosted by Christopher A. McHan, President, Neusoft Medical Systems, USA, Inc.
Table 11: What Can Predictive Analytics Do For Service? Hosted by David Douglas, Vice President Service Management, Scientific Games
Table 12: Get Your Head Into The Clouds With Mobile: Advance Your Customer Care, Service And Support Hosted by Meredith Powers, Big Data Marketing, Mobile and Business Solutions, AT&T
Table 13: Managing Knowledge Saturation For Field Technicians Hosted by Ed Klosterman, Director Field Service Operations, bioMeriuex
Table 14: Service and Parts Logistics Optimization Hosted by Dave Newell, C.P.M., A.P.P, CSIM, Sr. Global Materials Manager, Varian Medical Systems
Table 15: Transforming Field Service Across Industries, Across Platforms And Across Oceans Hosted by Anne Marie Berger, Managing Partner, ForeFront
Table 16: From Decentralized to Centralized FE Dispatch and Scheduling – Benefits and Challenges Hosted by Bill Kenney, EVP Business Development, OnProcess
Table 17: Rapid Mobile Innovation Begins With The Business: A Path To Simplified App Development Hosted by Steve Drake, Global Director, Mobile, Red Hat
Tables 18-20: For more information on how to be a part of the discussion and to sponsor a roundtable you may call Rachel Muser, Sponsorship Sales Manager at 646-200-7524 or email her at Rachel.Muser@wbresearch.com
Meredith Powers
Lead Product Marketing Manager, IoT & Big Data AT&T Mobile & Business SolutAT&T
Ed Klosterman
Director, Field Service OperationsbioMerieux
Derek Few
Vice President, Field SalesFleetmatics
13:15 - 14:15 Lunch
Track A: Service Parts Management
14:15 - 14:20 Welcome RemarksTrack B: Optimizing Large Service Fleets
14:15 - 14:20 Welcome RemarksTrack C: Service Innovation & Technology
14:15 - 14:20 Welcome RemarksTrack A: Service Parts Management
14:20 - 14:30 Chairperson’s Opening AddressTrack B: Optimizing Large Service Fleets
14:20 - 14:30 Chairperson’s Opening AddressBruno Del Vecchio
Vice President, Strategic SalesFleetmatics
Track C: Service Innovation & Technology
14:20 - 14:30 Chairperson’s Opening AddressTrack A: Service Parts Management
14:30 - 14:50 Exploring Best Practices For On- Time Parts DeliveryTrack B: Optimizing Large Service Fleets
14:30 - 14:50 Customer Payment Processing: Our Journey To The Mobility Solutions Entitlement ViewTrack C: Service Innovation & Technology
14:30 - 14:50 How Are Your Assets Faring Under IoT: Capitalizing On Preventative Maintenance
Trane has long been at the forefront of service innovation and technology. As IoT and connected devices continue to change the landscape its important to track the effectiveness of these advancements on your products. In this case study Kevin addresses what Trane has done on the preventative maintenance front to maintain the uptime of their equipment. Session highlights include:
• Identifying life expectancies and determining where it makes sense to invest resources
• Ensuring customers take advantage of preventative maintenance to optimize equipment
• Identifying life expectancies and determining where it makes sense to invest resources
• Ensuring customers take advantage of preventative maintenance to optimize equipment
Track A: Service Parts Management
14:50 - 15:20 National Geographic and Dell Rugged Notebooks: Tough Meets Tech
Mike Libecki, National Geographic Explorer came to Dell a few years ago looking for a solution to bring technology into the field to map his global expeditions and keep in touch with his daughter back home. Dell was able to assist Mike with Dell Rugged Notebooks and Tablets to perform in the most harsh and extreme environments.
Track B: Optimizing Large Service Fleets
14:50 - 15:20 Integrate, Don’t Isolate: Integrating Powerful New Technology And Analytics To Improve Customer Experience And Increase ProductivityPaul Spruiell
VP Group OperationsNAVCO
Track C: Service Innovation & Technology
14:50 - 15:20 Leading A Multi-Generational Field Force With Mobile Collaboration And Communication SolutionsTrack A: Service Parts Management
15:20 - 15:40 Increasing Profitability Through Effective Lean Planning Of Your Service Parts Program
• Averting disaster when a critical part within machinery breaks and needs immediate replacement
• Determining if 3D printing makes sense for your industry
• What are the opportunities for spare parts?
• Determining if 3D printing makes sense for your industry
• What are the opportunities for spare parts?
Track B: Optimizing Large Service Fleets
15:20 - 15:40 Creating Loyal Customers Through Enhanced Customer Education
Responsible for over 15,000 technicians David has plenty of experience in working with his technicians to go beyond basic installation and repair. When it comes to educating your customer base through your workforce it takes a little extra to keep your technicians proactive and have them maintain a higher level of customer awareness. In this session David discusses how DirecTV has kept their customer base happy with their product and more importantly able to fully utilize the majority, if not all of their product features.
DirecTV
Adrian Dimech
VP OperationsDirecTV
Track C: Service Innovation & Technology
15:20 - 15:40 Utilizing Cloud-Based CRM Solution To Transform Field Service CommunicationTrack A: Service Parts Management
15:40 - 16:00 Creating A Roadmap To Streamlining Right Tech, Right Part, Right TimeTrack B: Optimizing Large Service Fleets
15:40 - 16:00 Helping Customers Help Themselves
• Shifting customer support workload away from onsite service
• Accessing customer networks and defective machines remotely
• Increasing problem avoidance with service desk resolution and remote resolution
• Accessing customer networks and defective machines remotely
• Increasing problem avoidance with service desk resolution and remote resolution
Track C: Service Innovation & Technology
15:40 - 16:00 Exploring Augmented Reality And Video-Based Solutions In Field Service
• Defining the different roles of customer, intermediary, manufacturer to provide flexibility based on different models
• Adjusting service to different business models, different cultures, different countries
• Capitalizing on strength of service to overcome product stagnancy and move in and out of markets
University of California Santa Barbara; Caugnate
• Adjusting service to different business models, different cultures, different countries
• Capitalizing on strength of service to overcome product stagnancy and move in and out of markets
Matthew Turk
Professor Computer Science; FounderUniversity of California Santa Barbara; Caugnate
Track A: Service Parts Management
16:00 - 16:10 Innovation Spotlight: The Rise Of The Blended WorkforceTrack B: Optimizing Large Service Fleets
16:00 - 16:10 Innovation Spotlight: Right Vehicle, Right Person, Right Time: Does Your Mobile Fleet Performance Technology Control Risk While Improving Your Customer Experience?
Experience how a powerful driver behavior system can help reduce costs and overall risk while ensuring your customers come first.
Track C: Service Innovation & Technology
16:00 - 16:10 Innovation Spotlight: The Potential Impacts Of Self-Service App’s, Augmented Reality And IoT On Field Service
With all of the buzz around IoT and connected or augmented technologies, you may be wondering who’s implementing any of this, and to what extent? The fact is these new technologies aren’t coming, they’re already here. In this spotlight, Martin Knook of Tensing shares the results of a recent case study to demonstrate:
• What the impacts of these technologies can have on your organization
• How your field technicians can handle more complicated tasks
• The understanding that customer satisfaction comes from being part of the solution
• What the impacts of these technologies can have on your organization
• How your field technicians can handle more complicated tasks
• The understanding that customer satisfaction comes from being part of the solution
16:10 - 16:55 Afternoon Networking & Refreshment Break
Track A: Service Parts Management
16:55 - 17:35 Panel Discussion: The Importance Of Integrating Field Service and Parts Logistics
Speakers:
Bruce Shadmehri Vice President Support Operations NetApp
Doug Kint Senior Project Manager and Site Manager Lockheed Martin
Eric Clopper Director Global Services Logistics F5
Steven Caldwell Vice President of Solution Management PTC
Mike Ross Director of Product Strategy Baxter Planning Systems
Sharon Wierschke Director Service Parts Supply Chain Philips Healthcare
Bruce Shadmehri Vice President Support Operations NetApp
Doug Kint Senior Project Manager and Site Manager Lockheed Martin
Eric Clopper Director Global Services Logistics F5
Steven Caldwell Vice President of Solution Management PTC
Mike Ross Director of Product Strategy Baxter Planning Systems
Sharon Wierschke Director Service Parts Supply Chain Philips Healthcare
You’ve heard it before, but have you been able to do it? Right person, right part, and the right time have been echoed within the industry for years. With increasing customer demands it’s a key factor to set your service organization apart from the rest. This panel session discusses the challenges of streamlining your field operations, including:
• Optimizing your parts supply chain and parts manufacturing
• Determining whether to keep supply chain operations in-house or investigate external vendors
• Moving beyond just-in-time manufacturing principles to anticipate parts necessity
Philips Healthcare
• Optimizing your parts supply chain and parts manufacturing
• Determining whether to keep supply chain operations in-house or investigate external vendors
• Moving beyond just-in-time manufacturing principles to anticipate parts necessity
Sharon Wierschke
Director Service Parts Supply ChainPhilips Healthcare
Track B: Optimizing Large Service Fleets
16:55 - 17:35 Panel Discussion: Will They Stay Or Will They Go: Retaining Top Clients
Our executives on this panel understand their clients’ businesses, further, they understand their business needs when it comes to how service can help add value to their clients bottom line. Nobody likes losing clients, especially top clients. This your opportunity to pick our panelists brains and combined years of expertise to better understand how you can:
• Identify which customers you must retain based on profitability, market leadership, etc
• Create action plans for each customer to determine how often to reach out and through which method (phone call, in-person visit)
• Assign an employee to handle customer care interactions based upon who has the best relationship with customer (field technician, salesperson, dispatcher, etc) and ensuring these communications are purely customer service related and not sales calls
• Identify which customers you must retain based on profitability, market leadership, etc
• Create action plans for each customer to determine how often to reach out and through which method (phone call, in-person visit)
• Assign an employee to handle customer care interactions based upon who has the best relationship with customer (field technician, salesperson, dispatcher, etc) and ensuring these communications are purely customer service related and not sales calls
Track C: Service Innovation & Technology
16:55 - 17:35 Panel Discussion: Integrating Global Service Operations
Whether entering a new market, managing a global merger, or expanding into a existing region globally, global service integrations are time consuming and difficult when it comes to keeping all regions at a standard level of performance. This panel session discusses the challenges in:
• Deciding which processes a region should adopt in terms of level of service
• Assigning regional managers to match skill sets of regional workforces and cultures
• Determining which technology platforms remain the same or get phased out
• Deciding which processes a region should adopt in terms of level of service
• Assigning regional managers to match skill sets of regional workforces and cultures
• Determining which technology platforms remain the same or get phased out
Track A: Service Parts Management
17:35 - 17:55 Ensuring The Success Of Your Spare Parts BusinessTrack B: Optimizing Large Service Fleets
17:35 - 17:55 Making The Most From Service Contract Sales & Renewals
The importance of retaining top clients is evident, however newer customers and those who are likely to renew must not be overlooked. Small customers can become big and vice versa, hence a balanced and clear strategy as to how to progress your clients and manage their expectations annually can be a big key to your revenue stream. This presentation will highlight was Stryker Medical has done to improve the bottom-line including:
• Automating contract management systems to make it easier and faster to sell renewals
• Approaching the right customer at the right time with the right pitch
• Using installed base data to power renewal projects
• Automating contract management systems to make it easier and faster to sell renewals
• Approaching the right customer at the right time with the right pitch
• Using installed base data to power renewal projects
Track C: Service Innovation & Technology
17:35 - 17:55 Case Study: iPads For Line Crews: Improving Safety, Training And Efficiency With Mobile Computing
Brad Baugh leads Alabama Power’s mobile initiatives and they’ve just recently made some big improvements to their existing platform and mobile capabilities. This discussion of Alabama Power Company's effort to roll out iPads to Distribution line crews and engineers covers some of the key factors in the decision to deploy tablets. Brad also discusses and shares his experiences with the various supporting technologies employed, and the mobile applications that are helping to make their crews safer and more efficient.