In an era of unparalleled digital connectivity and field mobility, businesses are investing in field management software to stay abreast of technology. The traditional office workplace is increasingly shifting and becoming highly transient. To stay in touch with field staff, the need for software that allows them to file reports from the field and communicate with the head office is becoming critical. To do this, companies need to find ways of maximizing their field management software investments. Below are a few suggested guidelines for such software:
1. Invest in Software That Is Easy to Integrate
Chance are your field staff uses different applications and technologies to do their job. The various processes and the flow of work from one field staff member to another mean that each system is used in isolation. There’s, therefore, a need for these systems to “talk” to each other. Having a software program that integrates with the various processes and systems that field staff use is therefore important.
2. Use Your Existing Systems Effectively
Integrating your field management systems with applications at the back office provides the field staff with access to crucial data such as a client’s records. It also allows the field staff to track the history of certain field tasks, especially if the current task was previously being handled by a different staff member. These benefits of continuity allow a field worker to deliver quality and efficient services to clients.
3. The New Software Should Be Easy to Set Up
A plug-and-play software is highly recommended. The ideal software should be one that you can set up and start using with very little, if any, training. Such a software should provide seamless integration with existing processes and systems within the shortest time possible. This ensures that business operations are not severely disrupted during implementation.
4. Easy to Use
Any field management software should be easy to use. The field staff have different levels of skills and expertise. As such, any software to be used by the field staff needs to be simple to use. It needs to have a shorter learning curve that features easy-to-follow steps that do not require a field worker to undertake extensive training.
Most workers in the field want to understand how a software program works and how it can help them perform their duties effectively. If you are introducing new software to workers, first ensure that they know how to use it effectively. If it’s a complicated software with a longer learning curve, the field staff may be reluctant to use it and instead revert to the old system you are hoping to eliminate.
5. It Should Build on the Previous System
The last thing you want is to introduce field management software that has a completely new architecture. What this means is that your current system may have to be overhauled to allow integration with a new system. Ideally, the new system should be able to build on the existing infrastructure as opposed to completely overhauling it. This enables the field staff to quickly adopt it without having to go for extended training on how to use it.