In a follow up piece to his last article for Field Service News, Copperberg's Rohit Agarwal asks how you can make the strategy personal to the workforce.

Maximilian Schnippering, Business Specialist Recurring Revenue and Alexander Driss, Project leader VMI, of Heidelberg provide us with their deep level insight into how an organisation can harness the value of logistics services within a subscription model to drive value...

Copperberg’s Rohit Agarwal suggests that it is time to get our strategies correct before looking for excuses when it comes to misfiring service delivery...

Well-implemented ‘customer first’ strategies open the door for fresh thinking, but are our teams change-ready? Do we ourselves ‘walk the talk’ in building a professional network that connects us with the latest developments in other sectors or markets? In a new strategic series, Paul Smedley looks at practical examples of successful change in all kinds of service operations.

Every service operation is challenged by digital servitisation. This includes the digital disruption of whole markets, with fierce competition and cost challenges. It requires rising to the challenges of changing customer expectations and the rapid pace of technology change. It means breaking down siloes within our organisations, between sales and operations for instance, as well as beyond, to our supply chain, distributors, outsourced services and other partnerships.

 

But are we too focussed on what we do and too little aware of trends or technologies that  are not  even on business radar? What should our priorities be in learning how to rise to these new challenges? Look  at it this way: will your organisation ever be in the fast lane if you are re-inventing the wheel because your team is not connected and up-to-date?
In this new series on strategy for Field Service News, I will look at a number of practical examples of how ‘customer first’ approaches bring fresh thinking, giving a reason for everyone to look at business decision making from the outside in. We will see the importance of picking up ideas and approaches from other sectors and from an effective professional network, using these experiences to help engage our own people in making the necessary changes happen in a connected way.

Customer First

The first step is putting service at the heart of our business decisions, in ways that get colleagues working together across the business. Award-wining work at British Engineering Services, for instance, has helped double sales and raise month-end service by 50 per cent.
Effective resource planning means they stand out from competitors on service reliability. What’s more, this information is used by sales and pricing; client-specific requirements can be incorporated with a clear view of costs and risks.

More broadly, many businesses now recognise the value that arises when service people become ‘trusted advisors’ and business joins together around a shared, overarching customer metric. As the Harvard Business Review reported, customers who receive the highest standards of service spend 140 per cent more than those with the poorest service. In business-to-business a  5 per cent uplift in customer retention will typically see profit increase of two to 95 per cent.

DIGITAL DISRUPTION

 

This illustrates why digital servitisation is transforming how manufacturers think and compete. An organisation that is truly focussed on service stands  out from the crowd in any market. Yet, the digital dimension of service growth requires purposeful and co-ordinated effort. This starts when we invest time   in understanding the winds of ‘unstoppable change’ and the factors that drive them.

 

What are the key trends and the latest ideas to watch out for? At a recent networking event for our members hosted by The Times in London, Chris Duncan, the media company's managing director explained that people came to visit them from every sector, because everyone is facing massive disruption and the media industry were early to experience this. In this 225-year-old newspaper, the  first ‘paying customer’ came in 2010, with the ‘paywall’ for digital subscribers. How many other organisations have traditionally worked only through distributors or seen the ‘aftermarket’ as a cost function, not value adding.

 

Data visibility and automation

Joined-up data means we can literally see issues and change business decision-making processes. We can understand the costs of providing a certain type or level of service or ‘downstream consequences’. What if we don’t have the right skill or equipment because our data is out of date? Or if we don’t identify issues that could cause future problems?

 

More than that, good use of technology can now increasingly automate routine, high-volume tasks – including joining up legacy systems or tracking workflow. Award-wining work at ADT Fire & Security  shows  demonstrates how making data on engineers’ worktime easy to access gave instant visibility.

 

The busy summer period was seen to be due to supply (many people off at the same time) rather than demand. It revealed individual’s utilisation and effective performance management started to build a culture in which everyone rose to the productivity challenge. Another powerful example is the growing use of mobile video to allow specialist support for engineers on the ground at the ‘moment of truth’.

culture: this is about people

These examples show how much change impact people, especially a mobile workforce used to being ‘on their own’. How many approaches have failed, because we haven’t engaged ‘hearts & minds’? One factor that is common to every member’s successful service transformation is this capacity to see the human angle – to understand ‘where numbers meet people’.

 

People need to feel they can still make personal judgements, but equally to see when it is better to be consistent or co-ordinated and to value    the support of others. Big productivity savings are common early in a transformation journey, but the real long-term win is engaging people. This translates into tangible benefits for colleagues, customers and the business: more time with customers (not on the road), turning up at a convenient time (when expected), fixing a bunch of issues (in a way that ensures the customer’s equipped stays fixed).

Invest in resource planning.

Crucially, field service companies will only stay in business if they deliver what the customer wants, when and how they want it. Well implemented mobile workforce management’ is  a key step and we’ve seen that successful implementations at members like Anglian Water and OpenReach have been achieved by directly involving  engineers in the change. 

Surprisingly perhaps, effective planning often means fewer people allocating jobs, but better long-term planning. There are some key steps here: create a capacity plan, understand the impact on everybody. In future articles I will share some vital pointers in this area and highlight pitfalls to avoid.build a ‘playbook’ to manage the impact of changes.

A joined-up vision

This takes us back to where we started. If the customer is truly at the heart   of everything you do, very soon no stone will be left unturned in the search for better solutions, technologies and operating models. More than that, our people will get it!

 

Twenty years ago, I founded professional networks and benchmarking for call centres, at a time of rapid transformation. Today, our members are looking at field service, branch operations and the back office, as well as the front office. They are taking learning from one area to apply in another. As people say: “there’s a whole technology or movement that is never flagged up in my business”, “we all face the same challenges” “there’s so much to learn”. I have found that success begins with the attitude we take ourselves. Do we ‘walk  the talk’ and get connected personally to look from the outside in?

 

Paul Smedley leads a best practice network for professionals in service operations across Europe – the Professional Planning Forum, established in Mach 2000. More information about the network can be found here. 

Jim Baston outlines some key considerations for companies looking to improve the service of their sales by fostering a proactive approach to selling service amongst their field service engineers.

Proactive Service® is a term I use to describe the proactive efforts by field service personnel to promote their company’s products in services to help their customers achieve their business goals. It is an excellent way to differentiate your service and stand out in today’s ultra-competitive environment.

If you encourage your field service team to look for opportunities to promote your services, here are seven questions to ask yourself to help you ensure that you are getting the most from your efforts.

1. Is opportunity identification part of your service deliverable?
This is the most important question and is the biggest determinate of overall success. When the subject of field service personnel promoting services comes up, it is often viewed as a selling activity that is in addition to regular service work. This is unfortunate since when our field team take steps to uncover opportunities that they feel will benefit the customer in some way, they are providing a valuable service – a service as valuable as their ability to maintain the equipment in top running condition.

As a service, the act of finding new opportunities is not an “add-on” activity for the field team to do “while they are there”, but an integral part of the field service person’s expected service deliverable. Our field teams have an obligation to bring forward ideas that will help the customer achieve results they may not have thought possible. When we take this perspective, it becomes easier to win enthusiastic support from our team of field service professionals. From this perspective, it is also easier for us to recognize the importance of implementing specific tools and processes to formalize this “opportunity identification” role. (See Question 4 below).
How well do you integrate business development by your field team as part of your service to your customers? 

2. Do your technicians recognize the valuable service they provide by making recommendations to help their customers be more successful?
Many of the service professionals that I have met do not see their role as a salesperson. They tend to leave sales activities to the people with the expense accounts and fancy cars. What these service professionals fail to see is that, with a service perspective, we are not asking them to sell at all.

By identifying and speaking with the customer about the actions that the customer can take that will help them improve operational performance, reduce costs, improve tenant satisfaction, etc. is a valuable part of the service.

This is important because, it will be difficult to get enthusiastic engagement from your team if they don’t see their proactive business development efforts as part of the service that they provide. They may give it lip service, but it is unlikely that they will put their hearts into the effort.

How about your service team? What do they think of your expectation for them to promote your services? Do they talk as if their efforts are a sale or a service?

3. Do you “talk the walk”?
Language is important. Your team will scrutinize what you say in an effort to understand what you mean. For example, if you tell everyone that their proactive efforts is a service but you talk about it as if it is a sale, then they will think that your service idea was just for show. Or if you reward individual team members for their “sales” efforts but do not put emphasis on the “service” they have provided to the customer, your words will not be consistent with your purpose.

How about you? How do you describe the proactive efforts of your field team? How well do you talk the walk?

"Many of the service professionals that I have met do not see their role as a salesperson..."

4. Do your processes support your business development strategy?
There are implications from this approach on the processes used to support business development activities by technicians in the field. Because lead handling becomes just as important as lead generation, the successful firm will have to ensure that they have a failsafe process for handling leads from the field and following up on them in a timely manner.

What processes do you have in place to help the field service professional uncover opportunities? What questions do you require them to ask when they arrive on sight that might reveal problems that you can address? What steps can they take before leaving?
Think about your processes around the proactive efforts of your team. Are they consistent in quality and scope with the processes and systems you have in place to support the other services you provide?

5. Does your field service team have the skills and knowledge to deliver on the strategy?
Skills development is an integral part of the strategy. Service technicians will have to become as good at interpersonal skills as they are with their technical ones. They will need to be comfortable in speaking with the customer about their ideas and the benefits of taking action. Service management will need to be skilled at coaching and in opportunity management. Training on these interpersonal and communication skills will drive improved learning and skills adoption.

Knowledge is also critical. How well does your team know about the various products and services you offer and how they benefit your customers? You might be surprised by the answer. In my experience, there are gaps in the field team’s knowledge about their company’s capabilities. If the field service person doesn’t know of a product or service or if they do not know enough about it to engage the customer in a high level conversation about it, they will not bring it up to the customer.
What about your team? Do you ensure they have at least a conversational knowledge about all of the ways you can help your customers?

6. Do you tell your customers what you are doing? If you were to add a new service to your portfolio, would you tell your customers about it? Of course you would. So, if your field team is providing an exceptional service by using their knowledge and expertise to identify ways to help your customers be more successful why not tell your customers?

We should tell our customers this, just like we would tell them about any other service that we offer that would benefit them. Perhaps the conversation might look like this:

“We have encouraged our field service team to use their knowledge and expertise to identify opportunities to help you achieve your business goals. If they identify an opportunity that will benefit your business, would you have any objection if they bring their ideas to your attention?”

Do your customers know what your field team is doing through their proactive efforts and how it benefits them?

7. Do you measure the effectiveness of your efforts beyond revenues? If you engage your field service team in the promotion of your products and services, chances are you measure the increase in revenues. What additional business have we won that can be attributed to the efforts of the field team? But, if these proactive efforts are a service, shouldn’t we expect more results than simply improved sales?

What about customer satisfaction and retention? If a customer sees value in the proactive efforts of our team, should we not expect to see improvements in these areas? How about the amount of unplanned emergency work as a percentage of the contract base? If we take proactive steps to help our customers avoid unexpected failures, would it be reasonable to expect to see a change in the relationship between unplanned and planned work? And what about our customers’ level of satisfaction with the proactive efforts of our field team? Are they comfortable with their proactive efforts?

When it comes to assessing the impact of the proactive efforts of your field service team, what do you measure? What do you manage?

There is a tremendous opportunity to differentiate our service from our competitors through the proactive efforts of our field service professionals but unfortunately, despite our best efforts, we may not be achieving the results we had hoped when we embarked on the initiative – either for ourselves or for our customers.

Asking questions to help us reflect on our efforts may give us some insight to improve our effectiveness and further increase the level of service we are providing our customers.

Jim Baston is President of the BBA Consulting Group Inc.

Digital Transformation is currently one of the key trends amongst field service organisations in all industry verticals, but it is a revolution that has been building for a long, long time writes Laurent Othacéhé, CEO, Cognito iQ. 

Field service is undergoing what is in my opinion the biggest change the industry has seen in the last 25 years.

All of our customers, across a range of industries, want to talk to us about Digital Transformation, and how they can use digital technology to fundamentally transform the way they interact with their customers, and not just about the operational ‘nuts and bolts’ of delivering a service to them.

Some customers are only at the beginning, taking small steps towards transformation by, for example, moving away from traditional software ownership models towards cloud-based products and services, such as MS Office 365. Others are further along, with strategies that embrace technologies such as IoT, big data and AI.

But regardless of their progress, at the heart of all of these conversations is the recognition that Digital Transformation will bring them closer to the goal of providing exceptional field service.

The Art Of Field Service Ops
I often think that the role of a Field Service Manager is a complex mix of art and science, with a bit of magic thrown in for good luck.

Decision making needs to adjust constantly to changes in conditions – a sudden unseasonable cold snap, for example, or a contract with a new customer. Just as service delivery metrics point to success, something changes, and there is a whole new dynamic.

Without knowing what combination of factors triggered the change, it’s hard to know how best to respond.
Get the reaction to an emerging threat wrong – too great or too small a response – and the complex balance of the operational ‘ecosystem’ can be thrown out.

Recovering that balance and restoring the conditions required for ‘flawless’ field service can prove costly and time consuming.

Data doesn’t drive decisions
Most organisations capture a range of sources and types of data - workload planning, resource availability, schedule efficiency, service outcomes, customer satisfaction levels, asset profitability – and many are integrating new types, such as that offered by IoT.

However, this data is rarely delivered in the right form to support decision making, meaning that managers spend too much time aligning and manipulating data from disparate sources. Even then, many are frustrated to find that the root cause of issues is still unclear and the likely outcome of any decision is still uncertain.

AI, machine learning and predictive analytics
This is where the latest technologies, such as AI, machine learning and predictive analytics come in.

Valuable insights into the performance of an operation often lie at the intersections of these various datasets; these technologies can enable decision support applications to identify underlying patterns of performance in the Field Service operation, including long and short term trends, that were simply too complex for traditional applications to uncover. This is increasingly true as much larger data sets such as IoT have come online in recent years.

"Field service is undergoing what is in my opinion the biggest change the industry has seen in the last 25 years..."

This deep understanding of performance, combined with the power to highlight exceptions in real-time, enables the operations team to see the correct course of action to address each challenge as it arises. And beyond simple advice, these technologies make it possible for applications to automate ‘learned’ responses to common patterns of exceptions that occur.

The next generation of decision support
This next generation of applications will be used strategically to analyse, for example, which factors within a field service operation make engineers productive, and which inhibit productivity. Some of these factors will be within the control of the engineer, in which case performance can be addressed with initiatives such as better training or incentives.

Others will relate to company processes, in which case the applications will suggest tactical improvements, the impact of which can also be measured. Others still will be external factors which can’t be changed, but can be allowed for in planning and scheduling.

Such applications will be programmed with a knowledge base, but will be learning all the time, as the outcome of each decision is fed back into the performance data, effectively automating the process of continuous incremental improvement. This will take some of the challenge of blending art and science out of the hands of the Field Service Manager, leaving them free to concentrate on other activities.

Not just software suppliers
It is clear that this massive change in the industry requires those of us who supply and partner with field service companies to change too. We can’t just be technology suppliers.

We have to embrace our customers’ goals and work with them to add value; to weave their transformation strategies into the fabric of our products and services and to bring to the table our own blend of art, science and, yes, a little magic too.

Laurent Othacéhé is CEO at Cognito iQ.

Brexit fatigue’ may be sweeping across the European continent but for those of us involved in critical supply chains, now is not the time to put our heads in the sand. The network nature of international supply chains means we may all be reliant on the least-prepared organisation, as ByBox’s Simon Fahie, explains. 


There’s no escaping the fact that field service can be a lonely industry. Ask the engineer battling torrential rain to repair a wind turbine. Or the manager greeted with blank stares at dinner parties when asked to explain his job. With mobile engineering teams working in often remote locations, and a high number of lone workers, it can feel like there are limited opportunities for collaboration within field service.

But with Brexit around the corner, now is the time when field service operators must work together – not just to avoid problems, but also to get ahead. While the UK political climate remains highly uncertain, ByBox has shared practical tips with customers to help prepare for the ‘worst case scenario’ - No Deal.

A ‘Hard Brexit’ could mean that businesses which currently move parts freely within the EU, including the UK, will find themselves becoming importers and exporters between the UK and the EU.

An obvious statement perhaps, but several of the companies we have been working with will find it a shock to implement not only the existing rules, but also additional new procedures to manage No Deal.

And herein lies the real rub - under new customs rules, if one company fails to comply, it could cause delays to the stock of all businesses within the same consignment.  The smartest businesses recognise that ‘one issue affects all’ within Field Service; and that by and large they do not compete supply chain against supply chain.

 

"Advanced businesses view Brexit as an opportunity to take stock and think about how they can add value..."

By preparing for new import and export rules now they’re protecting not only their own businesses, but the resilience of the whole field service sector. Advanced businesses also view Brexit as an opportunity to take stock and think about how they can add value after Brexit and get ahead in a new trading environment.

The most common themes are:

Use of technology
An increasing number of  firms are looking to digitise processes around distribution, engineer productivity and inventory. With ever-more stringent SLAs and cost pressures, there just isn’t room for inefficiencies or delays in responding to disruptions

Increased forward stocking
In some industries where the potential consequences of delays are not acceptable, EG medical technology, we’ve seen an increase in firms using micro Forward Stock Locations (FSLs) – placing critical items in App-Lockers at the service sites where they’re needed, to protect first-time fix rates

Third party specialists
Many companies are turning to third parties to manage complexities around cross border transport and distribution. For example, our strategic partners such as Bespoke Distribution Aviation (BDA) – already have established transport channels, a customs clearance approach and brokers.

Two years on, it’s easy to experience ‘Brexit fatigue’ – but the burden can be significantly reduced if field service companies realise they’re not alone, and help each other through it.

Simon Fahie is Managing Director at ByBox.

We live in a world of instant results. Seamless, efficient and accessible service has become the new norm and unless yourorganisation adopts dynamic scheduling you may just fall behind the increasing expectations of the modern consumer argues Field Service Insights’ Michael Blumberg...

The ability of Field Service Organizations (FSOs) to deliver  an optimal customer experience depends in a large part to their ability to effectively schedule their Field Service Engineers (FSEs).Scheduling of Field Service Engineers if a critical success factor in optimizing customer experience. Ultimately, this requires FSO to make the highest and best use of resources to obtain the highest and best outcome for themselves and their customers. In other words, outcomes that result in high first-time fix rate, customer satisfaction ratings, and profitability for the FSO.

Smaller businesses using five or fewer technicians may be able to manage scheduling effectively enough to operate a successful business. However, an increase in the number of employees, the number of customers, or the number of service requests can quickly disrupt the flow of business. With each new addition, the complexity of scheduling grows exponentially. This is because each addition brings a host of related attributes. For example, a new technician means identifying a new skill set, adding another vehicle, identifying a different route, stocking more parts, and redistributing servicecalls. Multiply times two - or twenty and a logistical nightmare quickly ensues.

At issue, end-customers increasingly expect a high level or responsiveness example, one that provides them with visibility into their FSE’s route and schedule, and one that provides a high level of certainty of when their FSE will arrive onsite. Using manual scheduling or basic dispatch software will not result in this outcome. It is virtually impossible to remain competitive in the field services environment using manual scheduling and spreadsheets, which can cost mangers 20% of their workday. Further, incorporating even a single change, such as adjusting for a driver who calls out, can have a domino effect on the overall schedule, wasting additional time by the scheduler and downtime as other technicians wait for reassignment.

Dynamic Scheduling software offers a host of benefits and there are several factors which should be considered when evaluating scheduling software options. Some core functions include resource scheduling, dispatching, route planning, work order management, SLA compliance tracking, parts inventory management, forecasting, integration with other systems, and reporting just to name a few.

The table below shows which outcomes are typical for organizations that use dynamic scheduling applications:

REDUCTION IN:	INCREASE IN:
Labor costs	Procedural consistency
Scheduling/re-scheduling costs	Customer satisfaction
Fuel costs	Availability of resource usage reports
Inventory costs for parts	First-time fix (FTF). SLA Compliance/Onsite response time

While the most common reason for not replacing an existing field service management system is cost, efficiencies gained from a technology-based system often negate that argument. Further, companies using dynamic scheduling can gain a 20% - 25% improvement in operating efficiency, field service productivity, and utilization. Other reasons to consider a change are opportunities for growth, more accurate and reliable data, flexible and scalable scheduling, and positive impact on KPIs.

With a seemingly infinite choice of features, identifying a workforce and scheduling management platform that is cost-effective and offers what you need without unnecessary add-ons that don’t add value can be a challenge. Most systems offer a customizable range of features and benefits appropriate to your industry, size, and business objectives.

A benchmark survey by Blumberg Advisory Group indicates that advanced tools like Dynamic Scheduling software allows companies to perform more efficiently and effectively by optimizing scheduling and associated functions. Companies that use these tools also are more likely to have an SLA compliance rate of 90% or higher. Field service workers scheduled through an automated process are also more likely to complete five or more calls per day, at a utilization rate of 85% or higher.

 

"It is virtually impossible to remain competitive in the environment using manual scheduling.."

 

In addition, companies that utilize advanced tools are more likely to be able to manage and schedule a higher volume of service events. For example, half (49%) of the companies surveyed that use advanced receive at least 500 service request calls per day, and about half of those companies (26%) receive 1,000 service calls per day.

They are also more likely to have a higher ratio of FSEs to schedulers than companies who do not use w technology. In summary, Dynamic scheduling software offers clear advantages to field service organizations regardless of the industry, services, revenues, or number of field service workers.

Automated technologies provide enhanced functions beyond the capabilities of the most adept schedulers and other manual approaches. Being able to get the best qualified FSE to the customer site at the right time, relies not only on identifying a knowledgeable technician and the necessary parts but ensuring they get to the customer site within the timeframe promised. Using a scheduling software system can make this happen while simultaneously adjusting the calls, routes, and ETA’s of other field service workers to maintain responsiveness and avoid jeopardizing schedules.

The business intelligence collected and stored in these systems allows FSOsto make better decisions about what inventory and tools to carry, equipment to be repaired or replaced, routes that should be developed or changed, and other factors that influence the bottom line.






More and more field services organizations recognize this need and adopting dynamic scheduling platforms, leaving businesses that do not provide these increasingly expected and desired services struggling to compete.

You can download the whitepaper, Creating an Uber-like Service Experience: Benchmarks and Best Practices in Field Service Scheduling, here.

 

Is your organisation digitally determined or are you amongst the 54% of companies who are currently digitally distraught? Sarah Nicastro, IFS, reflects on some of the common errors to avoid when approaching digitalisation...


In a recent blog titled You Need a New Digital Transformation Playbook, published by IDC, author Meredith Whalen reveals that based on a recent study of digital leaders, 46 percent are what IDC refers to as “digitally determined” while 54% are what IDC calls “digitally distraught.”

It doesn’t surprise me that such a large percentage of organisations fall into the “distraught” category – true digital transformation is a massive undertaking that can prove daunting and frustrating at times. In an effort to alleviate some of the headaches that can come along with such a major initiative, I’m going to share four common missteps I see organisations make related to digital transformation:

#1: Overlooking the Cultural Implications of Digital Transformation
If you think of digital transformation as strictly a technology initiative, you are starting off on the wrong foot. Digital transformation requires just as much cultural change as it does technology use, yet this piece of the puzzle is commonly overlooked for a variety of reasons – leaders assume employees will just “get it,” carving out time for cultural change management seems to slow down progress, or companies just aren’t sure how to tackle such a cultural shift.

I assure you, making an effort to get the cultural part of digital transformation right will pay dividends. I’ve heard countless tales of efforts gone wrong because the employee wasn’t bought in on the concept or properly trained on the tool introduced.

Key areas to focus on are to communicate clearly and regularly with all employees on the need and objectives for your transformation – implement a feedback loop with your employees and listen to what they have to say. Be selective about the technology you adopt as part of your effort – if the tool doesn’t meet the needs of your workforce or
is difficult to use, adoption will suffer. Investing in tools that do what they say they will and deliver an experience your employees actually value will build their trust in your digital transformation efforts. Finally, continually monitor adoption and “take the temperature” of your employees to course correct your efforts as needed.

"Making an effort to get the cultural part of digital transformation right will pay dividends..."

 

#2: Failing to Set a Solid Digital Transformation Foundation
It’s all too easy to become enamored by some of the ultra-cool facets of digital transformation and gloss over some of the basics. But for true digital transformation to be successful, you have to walk before you run.

You have to ensure you’ve laid a solid foundation of basics from which to build your digital repertoire. While not as sexy as AR and AI, effective and efficient communication, bulletproof scheduling and routing, and solid work order management are examples of more basic technology that simply has to be mastered before being built upon.

As you evaluate your foundation, think about the past — what do you have in place already that is working well; the present — what you want to accomplish in the near term; and the future — what you want your digital portfolio to look like five years from now. This will help you visualise the evolution of how you build on what you have to get where you want to be, or will help you to identify changes you need to make to your current systems before building upon them.

#3: Defining YOUR Desired Digital Transformation State
To achieve digital transformation success, you MUST realise that your desired end state will be unique. I’ve seen organisations get off track because they see what ABC Company is doing and make every effort to replicate their success, rather than tailoring the approach to their own business. It’s fine to look around you for inspiration but staying in your own lane is critical to your success.

Start by defining your business goals, by visualising what YOUR desired digital transformation state looks like (and of course agreeing upon this vision organisation-wide). Each businesses’ end goal is going to be individualised, as well the approach for getting there – no two companies can follow the exact same path.

Once you have your goals set and vision articulated, focus then on only the technologies that will get you there – don’t allow yourself to be sidetracked by the new, shiny thing that will ultimately bring no value to your business but looks really cool. Stay focused and measure your progress to that desired state.

#4: Racing to Reach The “End Goal” of Digital Transformation
I’m here to break it to you: you’ll never reach the end of your digital transformation efforts. The “end goal” is a myth; it doesn’t exist. The reality of digital transformation in the technology age is that it will keep going, and going, and going.
This means you have to work to perfect the art of ongoing cultural adaptation, business goal setting, and technology adoption – because you’ll be adding on to and tweaking your digital transformation efforts from now until the end of time.

Don’t let this overwhelm you – the foundation you are setting will equip your entire organisation to make future adjustments and additions far more seamlessly.

While there is no true state of completion, the race is on to make progress and remain competitive.

Sarah Nicastro is Director of Service Management Business Development at IFS.