Field Force Transformation Software

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-country
implementations
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 Force
Management
5

• 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
12
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
14
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
15
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
16
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
17
Collect credit card payments from customers
Print receipts directly from the mobile using a Bluetooth
printer
Card Terminal Bluetooth Printer
Mobile Application

Confirmation & Signature
18
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

38
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: WIPRO
A 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 5000
Solution 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

39
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 Bank
One 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

40
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 Whiteline
Indian 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 : marketing@fieldez.com
Facebook : https://www.facebook.com/fieldez
Twitter : https://twitter.com/FieldEZ

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