Field Service Managers: How to Effectively Analyze and Utilize Field Service Data

by Jeff Morris on Aug 15, 2016 10:32:40 AM

Field Service Managers have access to more performance data than ever before but simply don’t know how to use it to drive operational efficiency.

A high-performance culture is the heartbeat of any successful field service organization. However, as the business adage goes, “you can’t manage what you can’t measure” and this has never been truer, especially when it comes to the performance of field service organizations.

The Challenge

A field service operation is extremely dynamic and often unpredictable. Each day, field service managers are faced with complex issues which require fast action. However lack of real-time visibility into what is actually happening out in the field can result in poor decision making; directly impacting the performance level of a mobile workforce.

Field service managers must begin to utilize instant and accurate information about key trends occurring in the field. Real-time data about why a service window wasn’t met, how many planned jobs were left incomplete, duration of tasks and which technicians are performing well, can all be used to drive service performance levels. By using in-depth insight, managers are able to effectively transform the way work is planned, allocated, managed, reported and evaluated.   

The Solution

Fortunately, advancements in performance management analytics technology are taking the complexity out of data analysis. By providing greater visibility and enhanced analytics capabilities, the technology helps field service managers monitor the productivity of their operations while at the same time analysing key trends in order to optimize the way they operate.

Based on actual location data, technology can generate and customize digestible reports that showcase the key measures including quality of service, statistics for individual workers, actual tasks completed against the total time of the working day, actual against estimated task duration, total tasks completed, total fuel usage and distance travelled.

By adopting performance management analytics technology, the field service manager is able to quickly identify what is preventing their workforce from completing more jobs. Managers can look at regions, teams and even individual workers by job type and performance to gain insight into how to improve the utilization and productivity of their staff.

Aberdeen Group has found that best-in-class companies are more than 35 percent more likely to use advanced scheduling solutions and performance management tools to optimize resources and workforce processes.


Reassuringly, developments in technology have meant that businesses now have a way of addressing these concerns directly. Managers can collect, analyze and report operational performance based on data they can trust and generate real value from the information to make educated decisions that positively impact their businesses bottom line. 

This increased insight also means that not only are field service managers provided with the ability to constantly learn from day-to-day experiences, but all the relevant stakeholders across different business units have the salient information they need to manage the daily performance of the organisation. Such performance analysis can also help feed into strategic business planning on targets, budgets and resourcing.

Knowing what is happening in the field and having the ability to measure its effectiveness is crucial to delivering higher levels of service excellence. As a result, business leaders need to start exploring new and cost-effective ways to manage and optimize the performance of their workforce. Investment in technology is the first logical step. Technology has the power to place the right information in the right hands to ensure the right decisions are made which will ultimately foster a high-performance culture that guarantees short- and long-term business success.

For more information on how field service organizations can use analytics to enable field service excellence, download our complimentary insight report.

Download : Insight Report


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