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The Skedulo Platform: Intelligent Mobile Workforce Management

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Page 1: The Skedulo Platform: Intelligent Mobile Workforce Managementinfo.skedulo.com/rs/960-CDH-700/images/Skedulo-Platform-Brochur… · The Skedulo platform delivers one system to intelligently

The Skedulo Platform:

Intelligent Mobile Workforce Management

Page 2: The Skedulo Platform: Intelligent Mobile Workforce Managementinfo.skedulo.com/rs/960-CDH-700/images/Skedulo-Platform-Brochur… · The Skedulo platform delivers one system to intelligently

2The Skedulo Platform

Traditional solutions to schedule and manage work outside the office lack the power and flexibility to fit the new ways people and businesses operate. Skedulo is the mobile workforce management solution built for the future of work.

The Skedulo platform delivers one system to intelligently manage all the details about your mobile workforce, match workers to jobs, schedule, dispatch, route, and execute work in the field.

• Workforce Management: Manage mobile employees and contractors in one place

• Scheduling and Dispatch: Schedule workers efficiently no matter your priorities

• Mobile Work Execution: Support workers while on the job and in managing their schedules

• Communication and Collaboration: Centralize data and communication

• Seamless Integration: Connect to CRM or any system of record

• End-Customer Experience: Streamline communication and interactions with your customers

“By 2020, more than 75% of field service organizations with over 50 users will deploy mobile apps that go beyond simplified data collection and add capabilities that help technicians succeed.”

- Gartner, Inc.

Work has changed. Old technology can’t solve new challenges.

Meeting with the new team to run through process and proceedure

MISCELLANEOUS

Team dinner at Joʼs Thai

MISCELLANEOUS

Customer Service

3.4mi

Francis Beckett

Customer Relations 3.4mi

Mary Thomas

Architect 3.4mi

Billy Harmison

Builder 2.8mi

Harry Abbott

Customer Service

2.4mi

Becky Smith

Technician 2.0mi

Kelly Marshall

Customer Service

1.4mi

Jamie Crown

Technical solutions

0.8mi

Michael Jones

Watering appoi…

LEAVE

Doctors Appoin…

LEAVE

JOB-2981Migrate new users over to new product with

4039Technical che …

JOB-4040Sixth Ave Macyʼs office block testing

JOB-3948On-site run through of

JOB-2980Browser upgrade for head office

JOB-2980Structural check

JOB-2984Diagnostic tests

JOB-1818Retaining wall completion

JOB-3948Home security check on

7am6am5am 8am 9am 10am 11am 12pm 1pm 2pm 3pm 4pm 5pm 6pm 7pm 8pm 9pm 10pm 11pm 12am 1am 2amFRI

3am

Total travel time

4h 34m

12h 0m

35m Average travel time

Total time scheduled

Sort Options

New York7Y00am (UTC), Mon 2 May 17

Settings

ZoomToday

Thu, 14 May 2017

Map

View

Recurring

Schedule

Vertical

Swimlane

Swimlan

e

Booking

Grid

Max

0

22

32

0

0

38

0

20

0

0

122TOTA

L

NH

New YorkRegionSave a setMY F ILTERS

Search for jobs, resources, regions or anything elseScheduling

1

3

2

Goodmorning Brandon

Available 9:00am - 5:30pm

Today Week Month

Your agenda

1 4.6 km, 11 mins from home

MAINTENANCE

Macy’s needs a surveyer to check land levels in the newly built car park

9:30am - 12:30pm

JOB-2085

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3The Skedulo Platform

WORKFORCE MANAGEMENT

Workforce management designed for mobile resources.Whether you depend on specialty workers with complex certifications or transactional contractors, you need a solution that reflects the way your business is staffed today and will grow in the future.

Centrally manage all the key data you need to know about your mobile resources—including skills, certifications, availability, locations, and preferences—in a single system for superior workforce management.

Key Capabilities:

• Visual workforce management with a clean and intuitive UI

• Manage availability of all mobile employees and contractors

• Quickly and clearly see who is available and when

• Easily incorporate time off and other constraints

• Maintain resource profiles, skills, certifications, and territories

• Automated logic and filters to find the best qualified resources

• Powerful location tracking, routing, and mapping

• Analyze capacity, utilization, distribution, travel, and more

Percent of the U.S. worker population that is mobile and brings their own app-enabled device with them to work according to International Data Corporation.

>70%

The rise in the share of contingent workers in the EU from 2002 to 2014 according to Bloomberg.

+5%Meeting with the new team to run through process and proceedure

MISCELLANEOUS

Team dinner at Jo’s Thai

MISCELLANEOUS

Customer Service 3.4miFrancis Beckett

Customer Relations 3.4miMary Thomas

Architect 3.4miBilly Harmison

Builder 2.8miHarry Abbott

Customer Service 2.4miBecky Smith

Technician 2.0miKelly Marshall

Customer Service 1.4miJamie Crown

Technical solutions 0.8miMichael Jones

Watering appoi…

LEAVE

Doctors Appoin…

LEAVE

JOB-2981Migrate new users over to new product with …

4039Technical che …

JOB-4040Sixth Ave Macy’s office block testing

JOB-3948On-site run through of procee …

JOB-2980Browser upgrade for head office

JOB-2980Structural check

JOB-2984Diagnostic tests

JOB-1818Retaining wall completion

JOB-3948Home security check on Fif ...

7am6am5am 8am 9am 10am 11am 12pm 1pm 2pm 3pm 4pm 5pm 6pm 7pm 8pm 9pm 10pm 11pm 12am 1am 2amFRI

3am

Total travel time4h 34m 12h 0m 35m Average travel timeTotal time scheduled

Sort Options

New York7:00am (UTC), Mon 2 May 17

SettingsZoomTodayThu, 14 May 2017

Map View Recurring ScheduleVertical SwimlaneSwimlane Booking Grid

Max

0

22

32

0

0

38

0

20

0

0

122TOTAL

BrisbaneRegionSave a filter setMY FILTERS

Search for jobs, resources, regions or anything elseScheduling

NH

Dispatch

NH

New YorkRegionSave a setMY F ILTERS

TEMPLATESCA L E N DA R REQUESTS

Search for jobs, resources, regions or anything elseScheduling

Availability calendar

Available7pm - 9pm

Available6O30pm…

Available10am - 12O30pm

Templ…8am…

Available8O45am - 11O25am

Available2pm - 4pm

Unavailab…12pm - …

7O30am - 12O45pm 2pm - 5pm

Unavailable3O30pm - 7pm

7am6am 8am 9am 10am 11am 12pm 1pm 2pm 3pm 4pm 5pm 6pm 7pm 8pm 9pm

Glenora Ravlich

Software Engineer

Reeta Willis

985 Darwin Soledad MA 94912

Customer Service

Jenny Langfield

6 Dunning Brisbane IN 61660-5982

Customer Service

Lucus Dobson

65 Village Fullerton OR 63095

Team Lead

Harry Gordon

40812 Bobwhite Lathrop MT 3234 …

Technical solutions

CJ Cooper

313 Vidon Camarillo NM 35877

Template7am - 5pm

Template6O30am - 10O30am

Template8am - 5pm

Template7am - 2pm

Add newShow jobs

DayToday

Thursday 13 Aug, 2017New York

Search resources

JOB-834

JOB-4253

JOB-…

JOB-1942 JOB-1942

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4The Skedulo Platform

SCHEDULING & DISPATCH

Match workers to jobs and send them on their way.Make complex scheduling and rostering much simpler. Increase customer satisfaction and assign the best person for the work every time. Skedulo’s powerful scheduling capability beautifully manages and displays all the information you need to make smart scheduling decisions that reflect your business priorities. Our out-of-the-box scheduling capabilities are robust, and our platform is architected to be highly configurable and fit any mobile work use case.

Key Capabilities:

• Clear, visual pipeline of jobs requested, scheduled, dispatched, and completed

• Manage rosters and schedules of individuals, regular teams, or ad-hoc groups

• Schedule faster and with fewer errors with drag-and-drop scheduling

• Multiple views including calendars, rosters, maps, swim lanes, and Gantt charts

• Manage single jobs, shifts, recurring work, or even irregular work patterns easily

• Dispatch directly to worker’s smartphones via SMS or notification

• Push job and shift offers to multiple resources who are available and qualified

• Optimize schedules for many types of KPIs, not only cost reduction

• Automation to balance workloads, reduce travel time, and prioritize customer needs

• Mastermind recommendation and optimization engine simplifies complex scheduling

• Schedule jobs automatically, controlled by constraints and business logic

Area Wide Protective saw 86% more efficient scheduling and dispatching with Skedulo.

+86%

Johns Hopkins International saw a 45% reduction in appointment no shows and cancellations.

-45%

Installation

Job Type

Contract Procurement

Driving

Engineering

Change Skill Tag

Low

Medium

High

Required

2 3 4 5 6 7 8

25 26 27 28 29 30 1

18 19 20 21 22 23 24

11 12 13 14 15 16 17

4 5 6 7 8 9 10

2928 30 31 1 2 3

MonSun Tue Wed

Thu Fri Sat

June

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5The Skedulo Platform

MOBILE WORK EXECUTION

Control what happens in front of your customers.Skedulo’s mobile app is a versatile tool that goes beyond routing optimization. Give mobile workers the guidance and capabilities they need to deliver an exceptional customer experience and easily send the right information back to HQ.

With the power of the Skedulo mobile app, your scheduling and dispatch teams gain real-time visibility into the status of resources and jobs in the field and your mobile workers get a productivity tool to make their jobs easier.

Key Capabilities:

• Push complete agendas and schedules to workers’ hands

• Provide all the customer and job details needed to complete work successfully

• One click to accept or refuse a job or shift offer

• Optimized routing with integrations to Google Maps, Apple Maps, Uber, Lyft, and Waze

• Track time spent working with a single button to check in and out of jobs

• Task lists, guidance, and details readily accessible in the job record

• Capture photos, signatures, and data from custom forms

• Real-time location tracking

• Offline capability with automatic syncing once reconnected

• Clean and simple user interface for fast adoption

• Android and iOS apps with functional parity

Real estate company Common saw a 94% reduction in time to schedule and a 37% increase in sales tours scheduled with Skedulo.

-94%

New Jersey Respiratory Associates increased capacity per therapist by 33% with Skedulo.

+33%2 5.1 km, 12 mins

MAINTENANCE

READY

Macy’s needs a surveyer to check land levels in the newly built car park

Macy’s

151 W 34th St, New York

9:30am - 12:30pm

JOB-2085

MAINTENANCE

IN PROGRESS

Build Co. require an addition access report

Build Corporation

126 Strosin Loaf

12:45am - 1:15pm • Started 1:00pm

JOB-2846

MAINTENANCE

3:00pm - 4:30pm

JOB-2087

3 5.1 km, 12 mins

Today Week Month

Your agenda

Upload file

Meeting with Macy’s complete. We’re very happy

with the outcome.

Description

,?123 .

a s d f g h j k l

z x c v b n m

q w e r t y u i o p1 2 3 4 5 6 7 8 9 0

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6The Skedulo Platform

COMMUNICATION AND COLLABORATION

Connect everyone providing service to customers.Skedulo’s highly effective mobile workforce management solution offers more than eliminating paperwork in the field. Skedulo connects all the major stakeholders in the business who control, contribute to, or require the data involved in delivering onsite service to customers.

Informed and centralized communications among operations, mobile workers, and back office teams reduce costs and improve productivity.

Key Capabilities:

• Connect all the people working on a job in real-time with team chat

• Automatically capture all the details related to a job on the service record

• Make the customer experience more consistent with notes and data from previous jobs

• Improve the speed and accuracy of billing, invoicing, payroll, and related processes

• Mobile resources record scheduling constraints via the app instead of sending emails to HQ

• Confirm appointments and notify customers of updates with SMS

“With Skedulo, we have much more timely and accurate data about our practitioners and the time they spend in the field. We can ensure our contractual demands are met while also reducing revenue leakage.”

– Chris Kavalas, Salesforce Development Lead at HealthStrong

Monday14

7am - 5:30pm Template

5pm - 6pm Unvailable

9am - 3:30pm Available

Customer ServiceLucus Dobson

Technical SolutionsMary Cooper

Team LeadHarry Gordon

Customer ServiceJenny Langfield

7am - 5:30pm Available

7am - 5:30pm Template

9am - 3:30pm Available

4pm - 6pm Unvailable

Approved

View details

Recurring (biweekly)

Start Mon 14 Aug 2017, 9:00am AEST

Mon 14 Aug 2017, 3:30pm AESTEnd

Available

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7The Skedulo Platform

SEAMLESS CONNECTION

Integrate Skedulo with your enterprise tech stack.Create a seamless enterprise tech stack across your business with Skedulo as your system of record for mobile work. Our platform can connect and sync to any system you need, so there is never a gap in your business data. Integrating data from Skedulo about in-person customer interactions, service delivery, and your mobile workforce adds measurable value throughout your business.

Skedulo is a native and seamless solution that scales with your Salesforce instance to drive productivity and empower your mobile workers. Skedulo enhances, never duplicates, the data in your Salesforce instance and syncs information from the mobile app automatically.

Key Benefits:

• Interoperability: Give your teams data they can trust and accurately compare

• End-to-End Workflows: Connect workflows across functions to create seamless experiences

• Business Insights: Discover new opportunities with trustworthy, reliable data

• Move Faster: Effortless data flow make your business more agile

“This is probably the best implementation I’ve had with any Salesforce application, and that’s the truth.”

– Curt Holtz, Salesforce Administrator at USA Football

“Our biggest win is helping our schedulers match the right mobile trainer to the right event. Putting the most effective person on that job, making it a lot easier to know we have picked the right person based on their skillset and experience—that is a huge benefit to our business.”

– Stephanie Rossomando, Salesforce Administrator at Achieve3000

Jobs by Region and Type

33

26

18

9

Troy Lockyer

Eden Smith

Michaela Crane

Rebecca Madden

RESOURCE NAME AVERAGE TRAVEL TIME

Average Travel Time - Resource

02CY2016 03CY2016 04CY2016 05CY2016

Average Travel Time

JAN FEB MAR APR MAY JUN JUL AUG

Jobs by Month Growth

INSTALLATION INSPECTION PATIENT VISIT

Jobs by Type

1.1k

Troy Lockyer 16

Eden Smith 11

Michaela Crane 6

Rebecca Madden 5

RESOURCE NAME RECORD COUNT

Jobs Leaderboard

Page 8: The Skedulo Platform: Intelligent Mobile Workforce Managementinfo.skedulo.com/rs/960-CDH-700/images/Skedulo-Platform-Brochur… · The Skedulo platform delivers one system to intelligently

About Skedulo

Skedulo is the platform for intelligent mobile workforce management. Our solution helps enterprises intelligently manage, schedule, dispatch, and support mobile workers on the go, whether they are full-time, part-time, or contract employees. Skedulo offers enterprises and mid-market companies a mobile workforce management solution with robust integration capabilities, including native integrations to Salesforce. With Skedulo, enterprises can unify their tech stacks and move trustworthy data across the organization with ease.

Founded in 2013, headquartered in San Francisco and with offices in Australia, Vietnam, and the United Kingdom, Skedulo has enabled over 120 companies, including Easterseals Bay Area, Achieve3000, and Area Wide Protective, to seamlessly schedule and service more than 5 million appointments around the globe. The company has secured over $40 million in funding to date, led by M12, Costanoa Ventures, and Blackbird Ventures. For more information, please visit www.skedulo.com.

Reduced time to schedule

-48%

Increased visibility in on-site job execution

+28%

Increased resource utilization per day

+21%

Increased customer satisfaction

+8%

8The Skedulo Platform

© 2019 Skedulo All logos, trademarks and registered trademarks are the property of their respective owners.

Skedulo HQSan Francisco, CA855 753 3856

London, UK+44 7780 437404

Brisbane, QLD1300 558 801