1 WELCOME to September 2015. 2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit.

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Presentation transcript:

1 WELCOME to September 2015

2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit

3 Actionable Homepage 9 Emergencies

Actionable Homepage Time Sensitive Issues Identify stalled WOs Immediate attention needed Emergency-centric 4

Actionable Homepage Features 5 key metrics Actionable widgets Threshold-based Search 5

Actionable Homepage - DEMO 6

Actionable Homepage In the Lab 7

Actionable Homepage Messaging Gets you important information Better user reach Fewer “surprises” 8

Actionable Homepage LNH Filters Admin set Search by brand, FM, market Looks like other filters 9

Actionable Homepage Open Invoices Open invoices widget Completes the lifecycle 10

Actionable Homepage Embedded Support Access knowledge base Chat 11

12 Mobile

Keep your WOs moving even when you’re… at a location. at a meeting. at the movies. on the moon. 13 Manage WOs

Mobile Manage WOs Search Re-assign Update an NTE Change a status New experience 14

Mobile Notes Get the whole story Who, what, and when Add Notify 15

Mobile – DEMO 16

Mobile In the Lab 17

Mobile Attachments View Add Thumbnail and full screen 18

Mobile 19

Mobile Proposals Search Get notified Review Approve/reject 20

21 Site Audit

What is it? On-site capture via mobile Centralized results Comprehensive and consistent data Real-time WO creation * Site audit requires an additional license 22

Site Audit Benefits Improve CapEx decisions Negotiate more effectively Reduce training costs Boost customer service 23

Site Audit Features Centralized reporting Configurable audit scopePhotos WO creation 24

Site Audit What’s New? 25

Site Audit Follow-ups 26

Site Audit Multiple Audit Setups Pre-open punch-list Punch-lists SafetyLoss prevention Visual merchandising Brand compliance 27

Site Audit My Site Audit 28

Site Audit − DEMO 29

Site Audit In the Lab 30

Site Audit Available in Custom Analytics 31

Site Audit Photo Friendly Report 32

Site Audit New Experience 33

Site Audit Photo Inventory 34

Site Audit Photo Inventory 35

Site Audit Repair Estimation 36

Site Audit Capacity Planning 37

38 14:30 - Next Generation Vision – Part 2 Invoicing Proposal Decision Support Q&A with Jordan BREAK

39 Jordan Bergtraum VP, Product Management Next Gen Vision Part 2 Invoicing Proposal Decision Support Q&A with Jordan

40 Invoicing

In the Lab 41

Invoicing Multi-Level Approval Configuration Self-service Simplify troubleshooting Real-time changes 42

Invoicing Validation Support Less time validating Know when something’s “off” 43

Invoicing Validation Support Contracted rates Hours from check-in Number of techs 44

Invoicing Include Asset Improve spend tracking Providers participate 45

Invoicing Include Asset Asset repaired Asset replaced Asset added 46

Invoicing Self-service Rules by Category & Trade NTE Limits Date Filters Providers Reports 47 Auto-approval Config

Invoicing 48 Auto-approval Config

49 Proposal Decision Support

In the Lab 50

Proposal Decision Support Goal Make informed decisions on proposals Are your proposals "normal”? 51

Proposal Decision Support Features Expose comparative historic data Compare to your history Compare to your peer group Median, percentile Contractor quality 52

53 15:30 – Retailer’s Perspective BREAK

54 Paul Walsh Retailer’s Perspective

55 Bashir Abdallah Head of Supply Chain Products Next Gen Vision Part 3 Compliance Manager Contractor Products & Experience Q&A with Bashir

56 Compliance Manager

The updated Compliance Manager allows clients to efficiently manage and monitor contractor compliance in the aggregate and send notifications to increase adherence to business requirements 57

Benefits √ Aggregate view of your contractor network and overall compliance √ Quickly identify compliant and non- compliant contractors √ Take corrective action across contractor network to ensure corporate compliance 58 Compliance Manager

Solution / Features Filter by trade / primary rank For non-compliant contractors, easily see which requirements are missing Send bulk s to non-compliant contractors with one click Activate and monitor new requirements in bulk across all contractors or a select few 59 Compliance Manager

In the Lab 60 Compliance Manager

Upcoming Release √ Clients able to define parameters for Section Requirements √ Certificates of Insurance redesign (Client & Contractor) √ Requirements by Trade √ COI documents will be viewable in Compliance Manager 61 Compliance Manager

Financial Health & Verification Partnering with Dun & Bradstreet, Inc. to offer customers a new product which will capture Contractor: √ Risk / Viability Rating √ Registered business information √ Socio-Economic Status √ Suits, Liens, Judgments & Bankruptcies 62 Compliance Manager

63 Contractor Products & Experience

Contractor Product & Experience 64 ServiceChannel is committed to becoming the world’s leading & best networked marketplace for customers, contractors and suppliers for supplies, repair & maintenance, facility management, energy transaction management, payments processing, big data, risk management & compliance. Contractor Products & Experience

Core Features & Solutions √ Fixxbook - A directory geared toward connecting clients and their facility needs with commercial contractors and suppliers promote what they do through their profile √ Compliance Dashboard - Contractors & suppliers can manage services, compliance and preferences across all customers from a single dashboard √ Work Order Dashboard - Access to critical work order details immediately refreshed to reflect the priorities for the day 65 Contractor Products & Experience

Core Features & Solutions √ Reports - Providers can download work order & invoice reports and sort / filter by date or service type to access pertinent data √ Mobile Applications - Available for both iOS & Android √ Scorecard - Contractors can monitor and measure key performance indicators by individual customers or in the aggregate across all customers to demonstrate a focus on service performance 66 Contractor Products & Experience

Core Features & Solutions Integrations - Web service integration (XML / cXML) lowers cost and improves ease of doing business Service Care Support - 24/7/365 call center and online support available to contractors and suppliers; including follow-up support on work orders with eight hours or less required response Knowledge Base & Training - Contractors and suppliers can access a robust knowledge base which provides insight on utilizing products and features. 67 Contractor Products & Experience

In the Lab 68 Contractor Products & Experience

October Release √GPS Mobile App Improvements Electronic signature Multi-tech check-in 69 Contractor Products & Experience

Strategic Vision & Investment √ API & Strategic Partner Integrations - Integrate you in-house platforms (accounting & field service software) with ServiceChannel √ Service Automation Dashboard - Centralized actionable dashboard, work order / invoice details, compliance and better user experience in an improved environment. √ Mobile Application - A new and improved mobile application which consolidates current apps and improves the features and functionality 70 Contractor Products & Experience

Strategic Vision & Investment √ New Fixxbook Website - Improved website and search directory with features and functionality that draw the attention of FMs / Sourcing professionals and which will ultimately serve as a marketing tool for contractors & suppliers in the network √ Analytics Dashboard - The ability for contractors & suppliers to access high level business intelligence which helps them better evaluate and manage their business 71 Contractor Products & Experience

72 Q&A

73 Thank You!