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Software Functionality Revealed in Detail
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 field services organization

Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

Field Service Management (FSM)

Field service management (FSM) software is a set of functionalities for organizations or departments within organizations that have as main focus the intallation, maintanance, reparing, and meter reading for industries relying heaviling on equipment. FSM workers require functionality for customer engagement management, service and asset management as well as workforce management. Since most activities in FSM take place outside of the office, mobility is a big component of the a FSM software solutions. Typically, FSM software is not used as a stand-alone solution, as it needs to integrate with Financials, ERP, CRM and EAM to ensure accurate data exchange. Even if its main purpose is to maintain and repair equipment, it can also be used to gather customer satisfaction and equipment performance feedback. To allocate human resources efficiently, workforce management is an integral part of an FSM system. 

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Documents related to » field services organization

The Convergence of ERP and Field Services-One Vendor’s Leadership


Agresso’s experience with people-centric services organizations has led the vendor to design a solution that effectively address these businesses’ need for field services and asset maintenance management. Agresso’s melding of two solutions, and the product’s underlying architecture, support change and tightly couple solution categories.

field services organization  of systems that integrate field services and asset maintenance. But Agresso’s Field Force solution offers these organizations a combination of features that address the following realities of services industry businesses: Large projects and small field services orders often must coexist within the same business model or operation. Financial controls and visibility must drive from both a bottom-up (individual project) and top-down (multiple reporting) perspective. Further, they must intersect Read More

NetSuite Is TEC Certified for ERP for Services Evaluation


NetSuite ERP is now TEC certified in the enterprise resource planning (ERP) for services software space. TEC's Ted Rohm gives you the benefits of NetSuite ERP for services organizations, and shares the main enhancements of the redesign of NetSuite ERP's user interface in Version 4, release 2. Read up on progressive disclosure and other features that make NetSuite ERP a solid solution for the services industry.

field services organization  over the customer name field, the system brings up a window that shows the key details for that customer. NetSuite ERP delivers not only a solid services industry solution, but also a significant number of additional major capabilities that are commonly supported only by the top tier ERP providers. Some of these capabilities include a fully integrated and complete customer relationship management (CRM) solution, customer and vendor portals, and a Web shopping site—all delivered at no additional cost to Read More

How to Lead Your Organization on the Best Path to Performance Improvement (Webcast Transcript)


Companies require an agile enterprise performance management (EPM) strategy to ensure they have information to support effective decisions. The more information companies generate, the more they need software that places the information in the right context and optimizes the decision-support process. Learn to identify software that can help your organization find the best path to continual performance improvement.

field services organization  and they''re having a field day. But the fact of the matter is there are significant capabilities with regard to managing user access to information, aligning a user''s role with the information they can actually see. And so I think that that plays very strongly into this whole selfservice push. Without that, you really wouldn''t want to turn it loose if you would. And probably in the poll question that we explored earlier where people said they''re managing this information centrally and distributing it, Read More

Scalable Data Quality: A Seven-step Plan for Any Size Organization


Every record that fails to meet standards of quality can lead to lost revenue or unnecessary costs. A well-executed data quality initiative isn’t difficult, but it is crucial to getting maximum value out of your data. In small companies, for which every sales lead, order, or potential customer is valuable, poor data quality isn’t an option—implementing a thorough data quality solution is key to your success. Find out how.

field services organization  to correct in the field, plus returns as undeliverable also cost $5, not to mention labor time at S&S to process the return. All in all, bad data was costing S&S about $250,000 per year. Now Simon & Schuster corrects addresses before the packages are handed over to UPS for delivery, preventing any charges for in-the-field correction and re-routing and eliminating approximately ninety-percent of the problems. Searches related to Scalable Data Quality: A Seven-step Plan for Any Size Organization : Customer Read More

An ERP Vendor Poised to Overtake the Services Market


Companies in the services industry need both asset and field services management, but current integrated asset and field services maintenance systems often fail to meet these organization’s needs. However, enterprise resource planning vendor Agresso appears to have just the right solution.

field services organization  new wired and wireless field services management, remote asset management, and transportation logistic operations. Time clocks and time sheets have been replaced with digital time and billing systems, much the same way that parts and materials order inventory and control systems have nearly achieved the “holy grail” (ultimate goal) of real-time analysis and reporting. In short, a new business order has emerged, one of people- and project-based organizations with diverse and ever-changing needs. Read More

Case Study: Financial Services Industry


The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers.

field services organization  Study: Financial Services Industry The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers. Read More

Virtual Organization Management Institute


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field services organization   Read More

Field Service Mobility: Warranty Management


In this white paper, the author discusses the real-life challenges faced by field technicians and how those technicians can be empowered with mobility solutions to improve field productivity, increase the accuracy of diagnostics, reduce warranty and invoicing cycle times, increase service revenues, and most importantly, improve the customer experience.

field services organization  real-life challenges faced by field technicians and how those technicians can be empowered with mobility solutions to improve field productivity, increase the accuracy of diagnostics, reduce warranty and invoicing cycle times, increase service revenues, and most importantly, improve the customer experience. Read More

National FFA Organization Deploys VAI S2K ERP


The National FFA Organization recently implemented VAI Software’s S2K Enterprise suite to integrate and streamline its portal, customer relationship management, manufacturing, distribution, and warehouse operations. Among the list of features the company was looking for from its ERP solution, the following were high on the list: integration, reporting capabilities, and speed to ship.

field services organization  industry watch, vai, s2k, manufacturing, retail, distribution, erp, crm, pos, e-commerce, National FFA Read More

Top 7 Reasons Services Organizations Need ERP


Services organizations require specialized software to help them overcome business challenges unique to this industry sector. An ERP for services solution enables better decision making and ultimately gives these organizations a competitive edge by harnessing their most valuable asset: knowledge. Find out the key business challenges these organizations need their software to address.

field services organization  7 Reasons Services Organizations Need ERP Services organizations require specialized software to help them overcome business challenges unique to this industry sector. An ERP for services solution enables better decision making and ultimately gives these organizations a competitive edge by harnessing their most valuable asset: knowledge. Find out the key business challenges these organizations need their software to address. Read More

Professional Services Automation: A New Approach to Business and Knowledge Management for Professional Services Firms


Professional services firms are not like other businesses. They have unique ways of working, unique challenges, and unique opportunities. While progressive project-based businesses have already embraced professional services automation (PSA)—achieving results and return on investment along the way—there are still many firms that have yet to fully automate their key business processes or integrate their knowledge base.

field services organization  Services Automation: A New Approach to Business and Knowledge Management for Professional Services Firms Professional services firms are not like other businesses. They have unique ways of working, unique challenges, and unique opportunities. While progressive project-based businesses have already embraced professional services automation (PSA)—achieving results and return on investment along the way—there are still many firms that have yet to fully automate their key business processes or Read More

SAP Extends Maximum Attention to More of its Services and Support Customers


SAP is known for its enterprise software solutions, but the company's focus on professional services as of late is allowing SAP to offer more of what customers need from a single source. TEC Principal Analyst P.J. Jakovljevic details SAP Services' broad range of offerings and levels of services, including the latest developments with SAP MaxAttention, SAP's RDS, BTS, and SAP Custom Development.

field services organization  Extends Maximum Attention to More of its Services and Support Customers SAP is known for its enterprise software solutions, but the company''s focus on professional services as of late is allowing SAP to offer more of what customers need from a single source. TEC Principal Analyst P.J. Jakovljevic details SAP Services'' broad range of offerings and levels of services, including the latest developments with SAP MaxAttention, SAP''s RDS, BTS, and SAP Custom Development. Read More

Linux and Open Source IT Services (Excel Format) RFI/RFP Template


OS and Application Services, Support Services, Consulting, Implementatation, and Reselling, Migration and Version Maintenance Services, Customization Services, Development Services, Security Services, License Support and Applicability, Training and Community Participation, High-Level Market Characteristics

field services organization  and Open Source IT Services (Excel Format) RFI/RFP Template The Linux and Open Source IT Services (Excel Format) RFI/RFP Template lists and describes 985 features and functions found in Linux and Open Source IT Services (Excel Format) software solutions. This Open Source and Linux, IT Services Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your Linux and Open Source IT Services (Excel Format) software selection projects. Features and Read More

FinancialForce Professional Services Automation (PSA)


FinancialForce Professional Services Automation (PSA) is a cloud-based services solution that leverages the power of Salesforce customer relationship management (CRM) and Force.com to manage people, customers, projects, and financials. FinancialForce PSA allows users to maintain a single view of customers, use social tools like Chatter to tap into the knowledge of the entire workforce, and leverage system-wide tools to break down silos. Businesses can administer, customize, and tailor the application themselves or through a partner.

field services organization  Professional Services Automation (PSA) FinancialForce Professional Services Automation (PSA) is a cloud-based services solution that leverages the power of Salesforce customer relationship management (CRM) and Force.com to manage people, customers, projects, and financials. FinancialForce PSA allows users to maintain a single view of customers, use social tools like Chatter to tap into the knowledge of the entire workforce, and leverage system-wide tools to break down silos. Businesses can Read More