Long-cycle Scheduling & Execution with SAP Field Service Management
One question I sometimes hear posed by customers, partners, and other SAP users revolves around SAP Field Service Management’s approach to handling long-cycle scheduling for multi-day, week, month, or longer jobs, primarily focusing on the scheduling and execution of projects, installations, infrastructure development, overhauls, and more. While many clients already utilize SAP Field Service Management for such tasks, at times this is still a somewhat gray area for customers on how to best approach scheduling complex work. This blog will discuss how SAP Field Service Management manages the scheduling of long-cycle work, breaking it down into meaningful milestones while optimizing resource efficiency and maintaining communication with stakeholders. Before I delve into the details, I encourage you to watch our demo video to gain a better grasp of long-cycle scheduling and execution within SAP Field Service Management.
Optimize and allocate resources and crews
Schedulers can optimize job assignments for long-cycle work by selecting the most suitable technicians and crews based on factors such as their skills, location, availability, and the specific task requirements. Within the dispatching board, the solution incorporates logic to efficiently allocate long-cycle work to technicians with the right skills at the right times, enabling proactive planning and allowing for the appropriate adjustments to the schedule throughout the duration of such long-cycle work. It is important to note that while AI-based scheduling is an option, these assignments can be planned manually directly to one or many technicians, and likewise to designated crews. For a deeper dive into AI-based scheduling in SAP Field Service Management, please refer to my other blog post.
Simplify dependency management and break work into meaningful milestones
SAP Field Service Management simplifies the coordination and oversight of job relationships, technician assignments, necessary materials, and essential tools for optimizing long-cycle work scheduling. In scenarios where jobs span over extended periods, involving multiple technicians, specialized components, materials, and tools, the scheduling capabilities and logic within SAP Field Service Management transform long-cycle work into a streamlined workflow for job completion. This allows technicians to concentrate on their tasks while ensuring access to all required resources. This can be achieved through various methods, such as taking advantage of company specific workflows for long-cycle work, employing logical sequencing identifiers for jobs, or implementing business rules to ensure that activities progress in a logical sequence—preventing activities from starting out of order.
For example, this may entail enforcing a rule that prohibits ‘Activity A’ from commencing before ‘Activity B’, and so on. Furthermore, the system enhances this by automatically assigning necessary materials, forms, documents, and tools to each corresponding job, while allowing schedulers to make real-time adjustments as work unfolds. Another crucial aspect of managing long-cycle work involves breaking down long-cycle work into manageable segments, serving as milestones for tracking progress, quality, and adherence to the schedule. SAP Field Service Management empowers schedulers to divide long-cycle work into smaller, more focused activities, with each milestone serving as a checkpoint for assessing progress and ensuring alignment with the job timeline.
SAP Field Service Management equips organizations with the tools to foster a culture of collaboration among crew members, enhancing communication and teamwork, all while providing effective leadership and supervision for task execution. This is achieved by enabling technicians to communicate within the SAP Field Service Management mobile app, providing them with clear visibility into completed work and a structured approach to documenting task details. Moreover, it facilitates the smooth handover of activities at the end of shifts, and allows for supervisors to monitor progress and assign work on the go.
Additionally, the solution offers robust reporting capabilities for job completion and status, presented in a user-friendly format that can be easily shared with stakeholders. These reports can be tailored to display the exact information needed, whether online or offline, and can be automated to be created and sent automatically to any respective stakeholders. Beyond task completion and status, such reports can capture additional information such as time efforts, materials used, expenses, mileages, and digitized forms documenting any other relevant information.
By simplifying communication, collaboration, and reporting for long-cycle work, SAP Field Service Management establishes a framework that enhances efficiency, transparency, and adaptability, ensuring the successful and timely completion of long-cycle jobs.
Thoughts or questions? Feel free to share any feedback in a comment. For related posts and more information, please join our SAP Field Service Management Community page and explore our SAP Field Service Management Website. I also invite you to register for our upcoming ‘Meet the Expert’ webinar on Long-cycle Scheduling and Execution by clicking here.
You can also check out the existing blog series below:
- Digitized Field Service Management – Deliver Maintenance & Service Precision
- Crowd Services – Expand Your Talent Pool with SAP Field Service Management
- AI-Based Scheduling in SAP Field Service Management
- Optimize Field Service Management with native offline-first mobile applications and Smartforms
- Increase Customer Satisfaction and Simplify Touchpoints with SAP Field Service Management