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Published byTyler Reynolds Modified over 9 years ago
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1 WELCOME to September 2015
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2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit
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3 Actionable Homepage 9 Emergencies
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Actionable Homepage Time Sensitive Issues Identify stalled WOs Immediate attention needed Emergency-centric 4
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Actionable Homepage Features 5 key metrics Actionable widgets Threshold-based Search 5
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Actionable Homepage - DEMO 6
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Actionable Homepage In the Lab 7
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Actionable Homepage Messaging Gets you important information Better user reach Fewer “surprises” 8
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Actionable Homepage LNH Filters Admin set Search by brand, FM, market Looks like other filters 9
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Actionable Homepage Open Invoices Open invoices widget Completes the lifecycle 10
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Actionable Homepage Embedded Support Access knowledge base Chat 11
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12 Mobile
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Keep your WOs moving even when you’re… at a location. at a meeting. at the movies. on the moon. 13 Manage WOs
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Mobile Manage WOs Search Re-assign Update an NTE Change a status New experience 14
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Mobile Notes Get the whole story Who, what, and when Add Notify 15
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Mobile – DEMO 16
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Mobile In the Lab 17
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Mobile Attachments View Add Thumbnail and full screen 18
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Mobile 19
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Mobile Proposals Search Get notified Review Approve/reject 20
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21 Site Audit
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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
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Site Audit Benefits Improve CapEx decisions Negotiate more effectively Reduce training costs Boost customer service 23
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Site Audit Features Centralized reporting Configurable audit scopePhotos WO creation 24
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Site Audit What’s New? 25
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Site Audit Follow-ups 26
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Site Audit Multiple Audit Setups Pre-open punch-list Punch-lists SafetyLoss prevention Visual merchandising Brand compliance 27
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Site Audit My Site Audit 28
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Site Audit − DEMO 29
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Site Audit In the Lab 30
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Site Audit Available in Custom Analytics 31
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Site Audit Photo Friendly Report 32
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Site Audit New Experience 33
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Site Audit Photo Inventory 34
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Site Audit Photo Inventory 35
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Site Audit Repair Estimation 36
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Site Audit Capacity Planning 37
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38 14:30 - Next Generation Vision – Part 2 Invoicing Proposal Decision Support Q&A with Jordan BREAK
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39 Jordan Bergtraum VP, Product Management Next Gen Vision Part 2 Invoicing Proposal Decision Support Q&A with Jordan
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40 Invoicing
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In the Lab 41
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Invoicing Multi-Level Approval Configuration Self-service Simplify troubleshooting Real-time changes 42
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Invoicing Validation Support Less time validating Know when something’s “off” 43
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Invoicing Validation Support Contracted rates Hours from check-in Number of techs 44
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Invoicing Include Asset Improve spend tracking Providers participate 45
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Invoicing Include Asset Asset repaired Asset replaced Asset added 46
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Invoicing Self-service Rules by Category & Trade NTE Limits Date Filters Providers Reports 47 Auto-approval Config
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Invoicing 48 Auto-approval Config
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49 Proposal Decision Support
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In the Lab 50
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Proposal Decision Support Goal Make informed decisions on proposals Are your proposals "normal”? 51
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Proposal Decision Support Features Expose comparative historic data Compare to your history Compare to your peer group Median, percentile Contractor quality 52
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53 15:30 – Retailer’s Perspective BREAK
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54 Paul Walsh Retailer’s Perspective
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55 Bashir Abdallah Head of Supply Chain Products Next Gen Vision Part 3 Compliance Manager Contractor Products & Experience Q&A with Bashir
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56 Compliance Manager
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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
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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
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Solution / Features Filter by trade / primary rank For non-compliant contractors, easily see which requirements are missing Send bulk emails to non-compliant contractors with one click Activate and monitor new requirements in bulk across all contractors or a select few 59 Compliance Manager
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In the Lab 60 Compliance Manager
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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
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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
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63 Contractor Products & Experience
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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
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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
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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
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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
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In the Lab 68 Contractor Products & Experience
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October Release √GPS Mobile App Improvements Electronic signature Multi-tech check-in 69 Contractor Products & Experience
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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
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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
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72 Q&A
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73 Thank You!
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