Syteline Field Service

Combine function with strategy for world-class field service

Completing service requests isn’t enough. A world class service organization is also about strategy. It’s about insights into parts availability, workforce readiness, scheduling optimization, and sales opportunities. A service company today must be smart. Managers must make decisions quickly and with confidence, based on real-time data they know is accurate and complete. No guesses. No day-old spreadsheets from isolated systems.

Managers aren’t the only ones who need data. Providing a customer with efficient, cost-effective lifecycle management of technical equipment is a team effort, involving many departments, from accounting to warehouse management and shipping. Front-line agents, billing clerks, and scheduling/dispatch managers all require information.

Most importantly, it must be information from one shared, real-time database. That’s the only way to prevent costly, dangerous gaps in communication, discrepancies, delays, and errors.

Infor® SyteLine Field Service combines a robust enterprise business solution with multi-location, multi-language, and multi-currency capabilities with the specialized functionality you need to run a world-class service organization. No other service lifecycle solution gives you the same combination of broad enterprise capabilities plus depth of service expertise and functionality.

With SyteLine Field Service, you get:

Contact Center

Provide front-line agents with detailed, up-to-the-minute information they need to answer questions quickly and screen service requests. Prioritize response times in accordance to Service Level Agreements (SLA) and trigger escalation when SLAs are nearing incompliance.

Work orders

Manage the order through the entire process with defined workflows and automatic escalations and alerts, ensuring that exceptions are handled quickly.

Scheduling/Dispatch

Assign the right technician to the right job based on location and skills.

Service contracts

Manage multi-tier service contracts and extended warranties with ease. Transition responsibility away from the Technician in determining if services performed is to be billed based on existing contracts and warranties.

Service history

Track installation date or removal date, warranty status, and both service and inspections performed down to the component level.

Warranty management

Manage user, manufacturer, and vendor warranties for parent and component level parts.

Asset management

Schedule routine inspections and maintenance on fleet or other internal assets to prevent unexpected down-time and extend life expectancy.

Accounting

Manage the complete financials of the organization, including partner, contractor, and franchise relationships. Multi-language and multi-currency capabilities support global growth.

Sales/CRM

Create and manage campaigns and accounts. Track the sales pipeline and projections. Enable front-line agents, including field technicians, to provide quotes and sell replacement units/parts.

Distribution

Supports flexible pricing and inventory systems for distribution models.

Inventory

Accurately track inventory levels by lot, serial number, and location, maintaining minimum levels and ensuring availability of essential materials and parts. Make sure you have the parts when and where you need them, so service can be completed on time.

Purchasing

Manage vendor relationships for improved costs savings and product performance.

Analytics

Set up and track your key performance indicators (KPIs) with easy-to-use ad-hoc report writing tools that drill-down into real-time details. Add graphic gauges to critical screens for at-a-glance continual monitoring.

Workbenches

Consolidate commonly used role-based screens into dashboards with workflow diagrams and KPI-tracking gauges, improving productivity and performance.

Mobile

Optional module. Provide field technicians with mobile devices (handheld or laptops) to maintain remote access to critical information such as unit and service history, account and service contract status, parts availability, and pricing/sales capabilities. Field access to data helps technicians make decisions about repair options and best uses of resources, increasing productivity and speeding resolution rates.

Web

Optional module. Provide employees, contractors, franchisees, dealers, and customers with remote access to data through an online web portal. Self-service access adds convenience and speeds service resolution.

With SyteLine Field Service, you can buy what you need, when you need it. You can also do away with side systems, which are difficult and costly to maintain. Plus, you can shorten order entry time, eliminate duplicate orders, cut down on costly data entry errors, and make sure data is consistent—leaving you with more time to work on activities that grow your business

Integrated system speeds response

SyteLine Field Service used by solar tech

With Infor SyteLine Field Service users throughout your organization, from executive officers to contact center agents, see real value. The biggest benefit is the speed at which work can be completed. By eliminating the dual data entry that comes with disparate systems and outdated spreadsheet processes, you save valuable time. Working with common data also means fewer gaps, discrepancies, and errors. Everyone, from sales to shipping, is working from the same, up-to-the minute data.

Just think of the confusion you’ll eliminate. No more trying to determine which department has the most accurate, current data on parts usage or why the stacks of reports never seem to agree. No more chasing lost paperwork or trying to reconcile old warranty claims that someone forgot to file. Streamlined processes make everyone happier—employees and customers.

The time you save by improving efficiency adds up to cost savings. Increasing productivity means more work can be completed without expanding staff. Field technicians can complete more service orders, adding to billing. Employees that aren’t chasing errors and trying to fix problems can spend time building positive relationships with customers and long-term loyalty. Managers can spend more time analyzing data and looking for strategic growth opportunities, rather than trying to resolve customer complaints.

The advanced functionality of SyteLine Field Service makes it easy to implement best practices. Workflows, escalation alerts, role-based workbenches, KPI gauges, automatic reporting, and customizable data views help managers, as well as power users and occasional users, stay on top of daily details. Optimal process flows become routine, rather than the exception. You can configure the highly flexible solution to match your business changes to allow for continuous improvement. As you upgrade performance levels, you can adjust alerts to monitor new sets of criteria.

Yes, improvements in efficiency lead to greater productivity and better use of resources. But, that’s only the first level of benefits.

The even greater advantage of advanced service lifecycle management, such as SyteLine Field Service provides, comes from the impact of customer satisfaction. Happy customers renew service contracts and buy replacement parts and new units. They turn to their service technician as a trusted advisor on performance and industry issues. You build long-term relationships that go beyond price. You become the expert that your customer can’t function without.

Service organizations of many sizes and types take advantage of the world class benefits of SyteLine Field Service. Small to mid-sized enterprises (SMEs) can benefit from the performance improvements, as well as large corporations with multiple locations. No matter your current size, our flexible systems can grow along with your business. You can easily add new companies to your structure, add new locations, or even expand into different countries with different currencies.

Take your service operation to the next level

You really have little choice. To remain competitive today, your service operation has to be first-rate. To be profitable, you must be strategic about your use of resources, from personnel to parts. Productivity drives cost effectiveness—as well as speeds response times. There is little room in the service industry for slow response, errors, or inefficient systems. You are under pressure from your customers to provide faster service, and from regulatory agencies to maintain meticulous records on service and maintenance issues.

You can’t afford to be lax about procedures. You can’t settle for estimates on inventory levels, waste time on data discrepancies, or deal with dual data entry among disparate systems that don’t share data.

Fortunately, you don’t have to.

With advanced service lifecycle management functionality from Infor SyteLine Field Service, you can perform at a higher level, maximize revenue, and take advantage of growth opportunities. When your service operation is operating at ultimate efficiency, it provides great advantages. Your exceptional service becomes a competitive edge. Your service expertise becomes a vital resource to your customers, and the foundation for long-term relationships and repeat sales.