Field Service USA 2017 (past event)
April 18 - 21, 2017
JW Marriott, Palm Springs, CA
1.888.482.6012
Main Conference Day Two: Maximizing Efficiency, Engagement, And Growth - Thursday, April 20, 2017
7:30 am - 8:15 am Registration & Breakfast In The Exhibit Hall
8:15 am - 8:20 am Welcome Remarks
8:20 am - 8:35 am Chairperson’s Opening Address
8:35 am - 8:55 am Creating A Winning Service Culture
8:55 am - 9:15 am The Power Of Validation And It's Impact On Employee Engagement
As companies across industries look to gain a competitive advantage outside of products and services, many are now looking to the well being of their employees in order to retain their most valuable and high-performing resources, while at the same time attracting top-tier talent from the outside. This is a difficult journey given employee engagement is a moving target as "wants" and "needs" seem to change with each passing generation. We know employees have an emotional need for their work to be noticed and appreciated, but often times as managers, and organizations, we fall short of these needs even when we have the best of intentions. During this presentation Ryan will walk through Fresenius Kabi’s journey to improve employee engagement and how they use validation, recognition, and attention to the little things in order to help our employees feel safe and engaged so that they channel energy into their work
9:15 am - 9:35 am Transforming To Best-In-Class Through The Customer Experience
9:35 am - 9:55 am IoT In Field Service: Catalyzing The 4th Industrial Revolution
9:55 am - 10:00 am Field Service Benchmarking Study
10:00 am - 10:40 am Refreshment & Networking Break In The Exhibit Hall
10:40 am - 11:20 am PANEL: Safety Initiatives That Reduce Preventable Accidents And Impact The Bottom Line
11:20 am - 11:40 am The Transition To Contingent Labor: How The Blended Workforce Can Prove To Be A Successful Model
11:40 am - 11:45 am Advancing Service Action Steps Exercise
11:45 am - 12:15 pm Refreshment & Networking Break In The Exhibit Hall
12:15 pm - 1:15 pm Toolbox Talks
Chris Westlake VP & GM of Services & Electrical Businesses RK Mechanical
Wayne Fowler VP of Service Eppendorf Group
Tim Spencer SVP & General Manager Service Operations BUNN
David D. Douglas VP Service Management Scientific Games
Donald Reblitz Director of Operations STG Tech Data
Mike Lynn Director Of Customer Support Operations Automated Packaging Systems
Karin Hamel Senior Manager, Service Excellence Schneider Electric
Nate Beckman Senior Business Analyst Safelite AutoGlass
Kelly Frey VP Product Marketing Telogis, A Verizon Company
Eric Clopper Director, Global Services Logistics F5 Networks
Bob Nelson VP Service Manager, Equipment Service, Aftermarket & Parts Administration Ray Lindsey Company
Len Vanderhulst Head of Service Business Development, Global Service Mettler-Toledo
Horacio Saenz Former Head of Marketing Asia Pacific/Americas Global Services Baxter Healthcare
Duane Fisher Senior Region Manager, Commercial Services Medtronic
Joe Lang VP Service -- Region 4 Comfort Systems USA
Eric Winter Executive Vice President of Product Field Nation
Roger O'Connor VP of Product Support Gosiger
Mark Coberly North American Service Manager JCB Construction Equipment
Danny Jamerson Manager of Service Lean RK Mechanical
Laura Flores Market Manager, Field Service DSI
Horacio Saenz Former Head of Marketing Asia Pacific/Americas Global Services Baxter Healthcare
Bob Nelson
VP Service Manager, Equipment Service, Aftermarket & Parts AdministrationRay Lindsey Company
Horacio Saenz
Former Head of Marketing Asia Pacific/Americas Global ServicesBaxter Healthcare
Duane Fisher
Senior Region Manager, Commercial ServicesMedtronic
Mark Coberly
North American Service ManagerJCB Construction Equipment
Laura Flores
Market Manager, Field ServiceDSI
Horacio Saenz
Former Head of Marketing Asia Pacific/Americas Global ServicesBaxter Healthcare
1:15 pm - 2:15 pm Lunch
Track A: Talent & Knowledge Management
2:15 pm - 2:25 pm Chairperson’s Opening AddressTrack B: Service Revenue Generation
2:15 pm - 2:25 pm Chairperson’s Opening AddressTrack C: Next-Generation Service
2:15 pm - 2:25 pm Chairperson’s Opening AddressTrack A: Talent & Knowledge Management
2:25 pm - 2:45 pm Gathering Knowledge From Field Service Engineers And Incorporating It Back Into TrainingTrack B: Service Revenue Generation
2:25 pm - 2:45 pm Building A Connected Strategy And How It Drives A Service BusinessThe ever-growing Internet of Things, which is expected to connect tens of billions of devices by the year 2020, offers a wealth of opportunities for service businesses. Discover the potential of connected buildings and how it can successfully drive your service business. Hear what a strategic approach entails and how you can avoid connectivity for connectivity’s sake alone. Working from the connected building industry as a case study example, learn about the critical strategic decisions that need to be made so that you can successfully expand current offerings to meet audience demand. The presenter will identify key steps and best practices needed to monetize a connected solution. Attendees will walk away with how to identify the space they want to own and they can evolve their brands.
Learning Outcomes:
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Learn how to take a strategic approach to building a connected strategy for your service business
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Identify the critical strategic decisions that need to be made to expand current offerings to meet audience demand
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Hear what steps you need to make to monetize a connected solution
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Learn how you can identify the IoT space you want to own to evolve your brand
Track C: Next-Generation Service
2:25 pm - 2:45 pm Global Service Excellence: Delivering High-Value Consistent Service Through Independent Dealers• Looking at the attributes that result in customer loyalty to establish key metrics
• Creating a formula to measure independent dealers on key metrics
• Raising the level of service delivery to a very high standard
Track A: Talent & Knowledge Management
2:45 pm - 3:15 pm Mobile Workers: The ROI ImperativeTrack B: Service Revenue Generation
2:45 pm - 3:15 pm Driving Aftermarket Revenue Growth With Customer ConnectivityTrack C: Next-Generation Service
2:45 pm - 3:15 pm Re-Imagine Help With Mobile Merged Reality And Virtual Presence• Looking at the attributes that result in customer loyalty to establish key metrics
• Creating a formula to measure independent dealers on key metrics
• Raising the level of service delivery to a very high standard
Track A: Talent & Knowledge Management
3:15 pm - 3:35 pm Unravelling The Mystery: Insights On How To Manage MillennialsAccording to Forbes, Millennials will make up 46% of the workforce by 2020. Ed has successfully integrated over 100 millennials into the workforce in the last 2 years. He’ll share what’s been successful so you can ramp up your recruitment and retention strategies immediately, and capitalize on the next generation of employees that will be servicing your customers.
Track B: Service Revenue Generation
3:15 pm - 3:35 pm Do You Really Want Product Sales Reps Managing Post-Sale Issues?Track C: Next-Generation Service
3:15 pm - 3:35 pm Driving Adoption Of Online Services Tools – Real OutcomesJohn led global customer adoption campaigns for Live Chat, driving chat adoption from less than 10% to over 25% of monthly services call volume in 8 months.
The Exhibit Hall
3:35 pm - 4:20 pm Afternoon Refreshment & Networking Break In The Exhibit HallPrivate Celebration
3:35 pm - 4:20 pm 20 Years Of Service Club Bourbon TastingTrack A: Talent & Knowledge Management
4:20 pm - 5:00 pm PANEL: Mastering Millennial Management• Making your organization one millennials will want to work at
• Incentivizing and developing millennials
• Exploring other retention strategies that work
Track B: Service Revenue Generation
4:20 pm - 5:00 pm PANEL: Uncovering Revenue Generating Opportunities Within Your Service OrganizationAndrew Stitzinger VP US Service Mar Cor Purifications
Brian Shomber Senior Field Technical Manager, Global Services Medtronic
Stephen Abate Service Director – Americas Edwards, Part of the Atlas Copco Group
Dave Bennet Director of Global IoT Sales Wind River
Tom Rose Director, Business Development, Tablet Solutions KORE
- Leveraging technologies to identify and share revenue generation opportunities
- Incentivizing technicians to identify sales opportunities without become the salesperson
- Avoiding conflict when the technician is the trusted representative
- Exploring new service offerings and how to integrate them into your existing portfolio
Track C: Next-Generation Service
4:20 pm - 5:00 pm PANEL: Revamping Your Workforce Management App For A Better User Experience And More Effectiveness• Debating the pros and cons of a web based vs. native app
• Determining how you want to revamp your systems from a user experience and process standpoint
• Deciding which platforms will meet your needs
• Strategies for effective deployment of a new application
Track D: Speed Networking
4:20 pm - 5:00 pm Industry-Specific Networking Beer TastingWe’ll break industries down after viewing the final attendee list, but will likely include:
• Aerospace/defense
• Agricultural/construction/mining
• HVAC
• Power/energy
• Telecom
• Computer/Hitech
• Semiconductor
• Commercial Services
• Utilities
• Medical Device
• Networking
• And others
Track A: Talent & Knowledge Management
5:00 pm - 5:45 pm CASE STUDY REVOLUTION: Empowering Genuine Empathy From Your AgentsFollowing this case study, you’ll work in small groups to tackle a remaining challenge or opportunity posed by the presenter. Then wrap up with each group sharing the collective solutions they identified.
Tim Lopez
Head of Global Social Media Customer Care, Norton Support and ServicesSymantec Corp.
Track B: Service Revenue Generation
5:00 pm - 5:45 pm CASE STUDY REVOLUTION: Incorporating The Field Service Team Into Your Service And Parts Sales EffortsFollowing this case study, you’ll work in small groups to tackle a remaining challenge or opportunity posed by the presenter. Then wrap up with each group sharing the collective solutions they identified.
Track C: Next-Generation Service
5:00 pm - 5:45 pm CASE STUDY REVOLUTION: Using Mobile And Social For Knowledge TransferLearn about some exciting new options for social and mobile knowledge transfer and how to identify whether a similar approach will work in your organization. Greg will share some of the latest successful knowledge transfer options and the story behind their success. You will learn best practices for taking a strategic approach to digital knowledge transfer and gain tips on assessing current knowledge transfer efforts. You will also walk away with key questions to ask to determine if what’s worked elsewhere will work for your business, and how you can ensure engagement with any new programs under consideration for rollout.
Learning Outcomes:
• Hear about innovative new knowledge transfer options and what makes them successful
• Learn how to take a strategic approach to knowledge transfer
• Gain a process for assessing current knowledge transfer processes to identify new opportunities for innovation and improvement
• Learn how to ensure that a potential process is an organizational ‘fit”
Following this case study, you’ll work in small groups to tackle a remaining challenge or opportunity posed by the presenter. Then wrap up with each group sharing the collective solutions they identified.
Track D: Speed Networking
5:00 pm - 5:45 pm Industry-Specific Speed Networking Beer Tasting ContinuedWe’ll break industries down after viewing the final attendee list, but will likely include:
• Aerospace/defense
• Agricultural/construction/mining
• HVAC
• Power/energy
• Telecom
• Computer/Hitech
• Semiconductor
• Commercial Services
• Utilities
• Medical Device
• Networking
• And others
Track A: Talent & Knowledge Management
5:45 pm - 6:05 pm Presentation To Be AnnouncedTrack B: Enhancing The Customer Experience
5:45 pm - 6:05 pm Advancing Field Service With Enhanced CRM CapabilitiesTrack C: Next-Generation Service
5:45 pm - 6:05 pm Case Study: A Technology Transformation To Support Exponential Business Growth And Focus On CustomersTrack D: Speed Networking
5:45 pm - 6:05 pm Industry-Specific Speed Networking Beer Tasting ContinuedWe’ll break industries down after viewing the final attendee list, but will likely include:
• Aerospace/defense
• Agricultural/construction/mining
• HVAC
• Power/energy
• Telecom
• Computer/Hitech
• Semiconductor
• Commercial Services
• Utilities
• Medical Device
• Networking
• And others