fieldez_corporate_presentation_bfsi ver1.0

Field Force Transformation

CORPORATE PRESENTATION

FieldEZ – Introduction

2Copyright © FieldEZ Technologies Pvt. Ltd

• India’s largest player in mobile Field Service & Field Sales Management

• 35,000+ paying users worldwide

• Global experience and exposure with multi-countryimplementations

Highlights:

FieldEZ is a provider of Field Force Automation software that helps organizations transform field operations through:

• Improved field staff efficiency & utilization

• Transparency in operations

• Better prioritization of jobs

FieldEZ is a VC funded organization:

Customers & Recognition


Awards:

Customers:Industries:

• Banking & Financial Services

• Industrial Machinery & Equipment

• After Sales & Service

• White Goods

• Electronics

• Automobiles

• Telecom & Cable

• Construction & Property Management

Copyright © FieldEZ Technologies Pvt. Ltd 4

Field Sales Management Field Service Management Field Workforce Management

FieldEZ’s Field Sales Management Platform comes with every feature your sales team

will ever need to manage their work and for the management to have a real-time view into how their Sales team is performing.

FieldEZ’s Field Service Management Platform is the most comprehensive solution for

managing your service team. From Service ticket management to Asset management, we have got you covered in every sense.

FieldEZ’s Field Workforce Management Platform enables you to monitor and

manage your workforce in real-time with capabilities that include attendance & location tracking, expenses and claims

management and more.

Covering All Aspects of Your Field Force

Offering End-to-End Functionality For Field ForceManagement

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• One of the pioneers in enabling efficient Field Force Management

• Some of the largest enterprises from Banking (BFSI) to Hi-Tech manufacturing trust us for their field force management needs

• Battle tested product – our portfolio of solutions have been developed with years of industry specific research, experience and knowledge

• Configurable Process Management engine ensures quick implementation and GTM

• Native Apps – iOS, Android & Windows

• Works in Offline Mode

• Flexible and Pay-as-you-go Pricing Models

Key Differentiators

Copyright © FieldEZ Technologies Pvt. Ltd


CASA Lead Processing

Lead Management for Credit Cards & Loans

Payment Collection

Assessment & Audit of Immovable Assets

Field Functions in Banking

• Regulatory Compliance

Large number of compliance requirements

• Data Entry

Numerous physical application forms filled by customers to be

entered into various banking applications

• Document Proofs

Document proofs need to be collected and transported between

departments which sometimes are located far from each other

• Single File Dependency

Inability to perform tasks in parallel due to non availability of

information as there is only one file

Challenges

Banking Industry


CASA Lead Management

• Quick and accurate lead processing

• Real-time info on sales officers productivity

• Seamless inter-department lead info sharing

Home & Auto Loans

• Simplify inspections : attach photos, files directly from the app

• All asset specific info instantly available to every department in the approval process

• Control of approval process to ensure strict regulatory compliance

Collections Team Management

• Location-based scheduling & assignment of collection appointment

• Real time collection information and on-the-go

• Payment collection using credit card; Instant receipt printing

FieldEZ for Banking

How Can FieldEZ Help You


Is the right person going to the right job at the right time?

• Real-time information available on all field staff, as well as their current work location and status

• Map based scheduler for efficient and easy job assignment• Skill and Availability based automatic scheduling

How can I make our field staff as well as the managers' work smoother?

• Create recurring Beat Plans with advanced options to edit, duplicate, and even auto-assign to the best field staff

• Field staff can apply for leave and mark attendance directly from their mobile phones

• Partner web portal: raise job requests, view status• Managers can get real-time reports incld. distance travelled,

Jobs closed / time taken, etc.

• FieldEZ is a mobile-first SaaS solution meaning no expensive server purchase, installation and maintenance costs

• Attractive pay-as-you-go pricing models available : billing calculated only on actual usage per month

• Hosted on Amazon’s AWS platform – the most reliable and scalable solution

• FieldEZ has customer ranging from 5 to 7,000+ users

I want to start small, but grow consistently. I need a solution that is scalable yet cost effective

Product Walkthrough – Mobile Interface

Menu and Dashboard


Mobile Application

• Single click access to all business process and features

• Concise view of today’s to-do-list with time, customer, processes and status information

• Drill-down possible from the dashboard

• White-labelling possible on mobile as well as web

Job / Ticket Assignment

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Jobs show up directly on the field staff’s mobile

Push Notifications help update the field staff instantly on any job changes

Job status updates can be done directly from mobile

Manager can view field staff’s job status and updates in real time. Reassign jobs if there is a delay.


Mobile Application

Calendar Management

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Easy to access from the home screen

Calendar Month and Day view

Drill down to the call details from directly from calendar

Supervisor can filter for his users to show activities on the calendar

Assignment and Rescheduling possible directly from Calendar


Mobile Application

Attendance

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Punch-in and Punch-out tagged with geo location

View last punch-in times

Captures three different times :

- Time entered by User

- Mobile Device Time

- Server Time


Mobile Application

Message Board

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Send messages specific to work location assigned to the users

Categorize, filter messages based on type.

Send attachments via message board : image, documents, videos

Set expiry time for messages


Mobile Application

Pictures and Attachments

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Attach all the supporting documents, manuals and other relevant documents to a call

Click pictures of Invoice/Warranty or of defective parts and attach it to a call. Capture and attach customer location and other relevant photos

Scan barcodes and QR codes for accurate part requests


Mobile Application

Payments and Receipts

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Collect credit card payments from customers

Print receipts directly from the mobile using a Bluetooth printer


Card Terminal Bluetooth Printer

Mobile Application

Confirmation & Signature

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Capture Customer Signature and Feedback


Mobile Application

Reports & Charts*


Mobile Application

Product Walkthrough – Web Interface

Dashboard


Web Application

Real-time Dashboard view of calls and visits. Provides information on open, unassigned and closed calls with quick access to all major modules including scheduler, reports and user attendance sections

Track Jobs / Ticket Status


Get details of all tickets and jobs from a single screen; drill-down and quick actions available from the same page

Web Application

Jobs / Tickets – Details Page


Web Application

• Job / Ticket tab – Comprehensive info of jobs with powerful search options and drill-down options• Update Status and Line Item from the mobile as well as web

Beat Planning & Scheduling


Web Application

• Create a Recurring Schedule of pre-planned route for pickup, delivery, stocking or client visits

Auto-Scheduling & Routing*


Web Application

• Auto-schedule and assign to field executive with various parameters considered including availability, work load, skill set, etc.

• Route optimization based on job proximity and other parameters

Customer Listing Page


Web Application

• Add, Sort and Select Customers from a single page• View important information like open tickets across customers

Attendance, Location,

Distance Travelled Report


Web Application

• Identify and locate field users and help them remotely clock-in / clock-out for attendance• Access user current location for better scheduling. Automatically calculate approximate distance

travelled by users

Location Mapping


• View real-time location of field personnel on a map and take decisions on deploying them• Calculate approximate distance covered by each field resource

Web Application

Leave Management


Web Application

• Features to apply for leave, track leave balance, approval system for managers• Additional functions to set business hours, organizational holiday calendar and working week

SLA Management


Web Application

• Create and configure alerts as per agreed Service Level Agreements• Automatic notifications and / or email sent to field users or customers in event of breach of SLA

Notifications & Alerts


Web Application

• Receive instant alerts on the top menu bar for easy access and visibility

• Custom alerts can be configured easily

• Drill-down to the alerts’ ticket details by simply clicking on the notification

• Easy and intuitive segmentation of the type of alert, as well as quick clear and delete

Scheduler – Day / Week View


Web Application

• Drag-and-drop scheduling options with color-coded status tracking based on real time data from the field

Scheduler – Map View


Web Application

• Real-time map view of the user and customer location for easy scheduling

Assets & Products Page


Web Application

• Create Product hierarchy with unique assets (SKUs, Model No. etc.) – access history of past tickets to the assets, create jobs directly from the assets, as well as consolidate asset info at job and customer level

• Capture stock level information and sync to mobile devices / field users

Invoicing & Billing Page


Web Application

• Select Invoice components directly from pre-defined values, with auto calculation of price• Advanced options including discounts and taxes

Custom Reports


Web Application

Case Studies

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Customer Challenges

• Existing legacy system had limited field automation features

• Only 30% of tickets being updated against agreed SLA

• Maintenance and infrastructure costs very high

Customer: WIPROA leading electronic hardware manufacturer and IT service provider with revenues of more than US$7.5Bn

Industry Segment: After Sales

Country: India

User Base: 700, further rising to 5000Solution brief

• Updated to an on-demand workforce solution

• High-touch workflow configuration support

• Seamless integration to back-end CRM

• Configured business processes and validations to align with the

service team hierarchy

• Attendance tracking, graphical scheduling and dispatch on-the-go

• Advanced resource tracking functionalities and bar code scanning

• Multi-tenant support : allow engineer sharing across customers


Results:

• SLA Compliance improved from 30% to 80% in 3 months; 95% within 2 years

• 10% instant increase in volumes handled with same field force

• 25% improvement in field force utilization

• 150% improvement in field engineer efficiency

Reference Case Study – After Sales

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Customer Challenges

• Absence of data for Sales Intelligence

• Difficulty educating sales on new products, process and compliance procedures

• Low Lead conversion, ineffective cross selling

Customer: ICICI BankOne of the top 50 Banking and Financial Services company in the world with over 3500 branches and assets worth $99Bn

Industry Segment: Banking

Country: India

User Base: 6000

Solution brief

• Optimized allocation and scheduling through on-mobile

adoption, message boards, calendars and alerts

• Performance & supervisor view directly on mobile

• Ability to work even on feature phone and in limited / no

connectivity environments

• Highly configurable and scalable workflow management

• Ability to manage processes beyond CRM (Eg.: Home Loan,

Insurance Surveys)


Results:

• Lead Conversion increases 3.5 times from 9% to 32%

• Rationalized work force distribution

• Single solution for many applications – reduced investments costs

• High ROI : costs savings up to 20x investment

Reference Case Study – Banking

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Customer Challenges

• Manual data entry leading to errors, non-compliance and scalability issues

• Inefficient field team management

• Stock-out situations and customer feedback not captured in time leading to delays and low quality of service

Customer: Maharaja WhitelineIndian arm of leading international home appliance manufacturer with total revenue of more than $30 Billion

Industry Segment: Consumer Durables – Home Appliances

Country:India

User Base: 100

Solution brief

• A single mobile application for multiple field teams: sales,

service, order management, customer & competitor intelligence

• Implemented Beat plan scheduling for recurring visits to

distributors and retailers

• Customer reports for SKU management, Timesheets and Leave

management


Results:

• Attendance compliance increased from <60% to almost 100%

• Significant reduction in re-stocking times, and product availability at the distributor / retailer

• Customer & Competitor information instantly conveyed to Sales, Service and Marketing teams

Reference Case Study – Consumer Durables

THANK YOU

FieldEZ Technologies Pvt. Ltd.

Email : [email protected]

Facebook : https://www.facebook.com/fieldez

Twitter : https://twitter.com/FieldEZ

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