bisimo - maintenance management system

18
MAINTENANCE MANAGEMENT SYSTEM What it is, what benefit it offers, and how to successfully implement it

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Business Consulting White Paper

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Page 1: BISIMO - Maintenance Management System

MAINTENANCE MANAGEMENT SYSTEM

What it is, what benefit it offers,

and how to successfully implement it

Page 2: BISIMO - Maintenance Management System

Abstract

BISIMO Maintenance Management System is a

maintenance management system developed for

companies providing regular and/or ad-hoc

maintenance support for the products or services

they sold to their customers.

Freewill has successfully implemented BISIMO

Maintenance Management System with one of

Thailand’s largest household and office

automation equipment companies, serving over

3,200 customers.

After 17 months of operation, Freewill conducted

a post implementation survey among the users at

the Call Center and the technicians in the field. In

addition, extensive interviews with representatives

of both parties and management were held to

analyze the extent of achieved improvements and

to identify areas for further improvement of the

system and/or integration of additional work

processes.

This paper is a non-technical guideline for a

successful implementation. It briefly explains

what BISIMO Maintenance Management System

is, what benefits it offers and illustrates the

achieved improvements 17 months after its

implementation.

BISIMO Maintenance Management System can

be adapted to support any business requiring

respectively providing regular and ad-hoc

maintenance support for its customers, or other

types of field services.

Page 3: BISIMO - Maintenance Management System

1

Content

Introduction 2

Stakeholders 3

Situation before and after BISIMO Maintenance Management System 4

BISIMO Maintenance Management System - how it works 7

Implementation Steps 8

Results

Quantitative Data Analysis from the online survey 9

Quantitative Data Analyses from the system data 9

Insights obtained from interviews 15

Recommendations 15

Conclusion 15

About Freewill 16

Page 4: BISIMO - Maintenance Management System

2

Introduction

BISIMO Maintenance Management System has

been implemented with one of Thailand’s largest

household and office automation equipment

suppliers providing maintenance services to over

3200 customers as of July 2013.

In June 2013, Freewill conducted an online survey

addressed to all involved management and staff

members of the client. In addition Freewill

conducted interviews using the approach

described hereafter.

• Discussion meeting with Management

members of the different sections such as

Customer Call Center, Technical Support

and Warehouse

• Discussion meeting with Supervisors of

the Customer Call Center

• Discussion meeting with users at the

Customer Call Center

• Observe actual operation of users of the

system at the Customer Call Center

• Discussion meeting with Supervisors of

the Technicians

• Discussion meeting with Field

Technicians

• Discussion meeting with Warehouse staff

The aim of the Post implementation review was

to:

• Obtain feedback from Management and

users

• Evaluate the extent of improvements

realized through the implementation of

BISIMO Maintenance Management

System for the company

• Identify areas for further improvement of

the system and/or integration of additional

work processes

Based on the findings and inputs received, we

have compiled this post implementation review

summary as a non-technical guideline for a

successful implementation illustrating how the

system works, what benefits it offers and what

improvements have been achieved 17 months

after its implementation.

Page 5: BISIMO - Maintenance Management System

3

Stakeholders

There are four stakeholders. Each of them has its specific core operation.

CUSTOMER CALL CENTER

Core Operation

Receive customer calls

Plan technician schedules

Assign technician

Monitor technician movement

Monitor job progress

FIELD TECHNICIAN

Core Operation

.

Receive assignments

Accept or reject assignments

Execute maintenance/repair work

Order spare parts

Close job

WAREHOUSE

Core Operation

Receive spare parts order

Prepare spare parts

Handout spare parts

CUSTOMER Core Operation

Request Service

Await Technician

Measure Service Level Agreement Fulfillment

Page 6: BISIMO - Maintenance Management System

4

Situation before and after BISIMO Maintenance Management System

While the company is represented allover

Thailand, the main zone of its business operation

concentrates on and around Bangkok as the

country’s business center.

The following table illustrates the business

process and the supporting systems used:

Table 1: Business Process and Supporting Systems before BISIMO Maintenance Management System

Before the implementation of BISIMO, customer

service requests were received and registered in a

basic maintenance management system. The

operator at the Customer Call Center then figured

out where the next available technician is, based

on the job list and the technician’s skills required

for the job. In a next step the operator sent an

SMS with the basic data/instructions to the

technician’s mobile phone. From here on, the

status was not necessarily further monitored and

if, then by phone calls to the technician. Spare

parts ordering was done by paperwork. Travel

duration, time on the job and job closure were

reported back to the customer call center on paper

after the job was done. The operator then keyed

the information into the maintenance management

system to close the job. Billing was done in the

company’s own ERP system.

As the above table shows, there was a

maintenance management system supporting the

very beginning and the end of the process, but in-

between, communication related on short

messages, paper, and if necessary phone calls

while the visibility was poor and status data was

only registered at the very end when the job was

already done. The technician was operating

completely out of sight from the operator who

was supposed to schedule and allocate new

incoming jobs and be able to answer customer

questions such as where the technician is or how

long it would approximately take until he will

arrive at the customer’s site. The below table 2

shows the business process and the supporting

systems after the implementation of BISIMO

Maintenance Management System.

Table 2: Business Process and Supporting Systems with BISIMO Maintenance Management System

Billing

Close Job

Tra

nsa

ctio

n

Pro

cess

ing

S�

ste

�s

Status Monitoring

& recording

Spare Parts Ordering

Accept Job

Scheduling & Technician

Assignment

Registering

Customer’s Service Request

����

Tra

nsa

ctio

n

Pro

cess

ing

S�

ste

s ��� ��� ����

Billing

Close Job

Status Monitoring

Spare Parts Ordering

Accept Job

Scheduling & Technician

Assignment

Registering

Customer’s Service Request

��� ��

������

��� -

Page 7: BISIMO - Maintenance Management System

5

Freewill’s Post Implementation Review clearly

shows, that integrating all process steps, with the

exception of billing, into one system that links the

call center with the field technicians on a

permanent online bases, has had the expected

impact on the processes of status monitoring and

scheduling and improved process efficiency and

data accuracy. Table 3 hereafter lists the seven

main differences between the operation before

BISIMO versus the operation with BISIMO.

Ite� Without BISIMO With BISIMO Benefit Beneficiar�

Scheduling The operator doesn’t

know where the

technician is and

how far he has

proceeded with the

job he is currently

working on.

Scheduling the next

job is mainly done

based on

assumptions and

time estimates based

on past experiences.

The operator knows

exactly where the

technician is, on

which job he is

working or which job

he is on the way to.

More reliable

scheduling of new jobs.

Custo�er: Technician

arrives more on-time

because prediction was

more accurate

Co�pan�: Less customer

calls asking why technician

has not yet arrived

Technician: No need to

answer or make phone

calls. Less complaints of

being late.

Assign�ent The operator assigns

the job to the

technician that is

believed to be

closest to the

customer and/or

soonest available

respectively the best

match of these two

factors.

The operator assigns

the job to the

technician that

actually is closest to

the customer and/or

soonest available

respectively the best

match of the two

factors.

Better time and travel

distance management.

Co�pan�: Less time spent

on technicians driving

longer distances than

necessary

Technician: Less need to

reject jobs that were

assigned based on incorrect

assumptions

Accept Job The operator sends

an SMS to the

technician and

assumes that the

technician will

execute the job.

After the operator

has assigned a job to

a technician, the

technician

acknowledges the job

by accepting it or

rejects the job if he

can’t execute it for

any reasons.

Operator receives

confirmation that the

job is accepted, or can

immediately reschedule

or re-assign it to

another technician if

the job got rejected.

Co�pan�: Jobs don’t get

left unnoticed, ignored or

unexecuted.

Technician: Can accept jobs

easily, no need for phone

calls to accept or reject a

job.

Custo�er wants to

know where the

technician is

Operator calls

technician on his

mobile phone to ask

location and calls

back the customer

Operator looks at the

BISMO map screen,

locates the technician

and answers the

customer

immediately by giving

the exact position of

the technician

Operator does not

depend on technician's

accuracy of information.

Customer is impressed

with the speed and

accuracy he receives the

information.

No need to spend

telephone call charges.

Request can be handled

in one activity loop:

take the call, answer the

question, end the call.

Then go to the next

duty.

Custo�er: immediate

answer, no need to wait for

a call back

Co�pan�: Reduced

telephone bill, improved

time management of

operators

Technician: no hassles with

answering mobile calls

while driving or at work at a

customer’s site

Page 8: BISIMO - Maintenance Management System

6

Ite� Without BISIMO With BISIMO Benefit Beneficiar�

Status Monitoring The operator has no

visibility at all

regarding physical

position of the

technician, nor about

the job status.

The operator can see

the physical

location/status of the

technician as well as

the job status at all

times.

Up-to-date visibility

enables the operator to

better plan and

schedule incoming jobs

and more accurately

answer customer

questions.

Custo�er: increased

accuracy in planning leads

to an increased punctuality

in technicians arriving at

customer sites.

Co�pan�: a higher

punctuality of technicians

results in increased

customer satisfaction.

Recording Process step relevant

data (time stamps)

such as travel time or

work on the job time

are often estimates

and rounded

numbers. Those

registered on paper

need later to be

entered into the

system which offers

the opportunity for

mistakes.

Time stamps for each

process step are

accurate to the

second.

The need for later

manual entry and

mistakes therefrom

are eliminated.

Accurate online time

stamps of the various

process steps lead to

more accurate data

used for reporting and

analysis.

Co�pan�: Increased

reliability of reports and

data analysis.

Spare Parts

Ordering

The technician

orders spare parts

using paper.

The technician orders

spare parts online

through BISIMO.

The warehouse receives

spare parts orders

instantly while the

technician is still at

customer’s site. By the

time the technician is

back at the

office/warehouse, the

parts are ready to be

picked up.

Custo�er: Quicker turn-

around time when parts

need to be replaced.

Co�pan�: Increased

efficiency, shortening the

cycle time, allowing more

jobs per day to be

accomplished.

Technician: No hassles with

paper work, no more idle

time waiting for parts.

Close Job After the technician

remitted all job

related paperwork to

the operator, the

operator was able to

key-in data into the

maintenance

management system

and then close the

job in the system.

After the technician

has done the job and

updates the status to

“Leave Job”, the Job

is automatically

closed in BISIMO.

Increased speed on the

administrative side of

the process cycle.

Co�pan�: Less

administrative work and

shorter cycle time.

Operator: less paper piling

up on the desk with

information to be entered

into the system.

Table 3: Business operation before BISIMO versus the operation with BISIMO

Page 9: BISIMO - Maintenance Management System

7

BISIMO Maintenance Management System – how it works

BISIMO Maintenance Management System

comprises two hard- and software components as

described below and shown in table 4:

Technician’s mobile device is a mobile phone

using a Windows operation system and GPS

support. (In the meantime, the next generation of

BISIMO running as an Android application on

any Android based Smart Phone has successfully

been tested and is available now.) BISIMO allows

the technician to receive and manage work orders

and to order spare parts online while at customer’s

site.

Back-end servers and software receive data

from the customer call center as well as job status

and location updates from the technician’s hand-

held device. This enables the customer call center

to gain full real-time visibility in regards of job

progress and technician’s physical location,

allowing it to more accurately plan and assign

incoming jobs. Integrating the BISIMO server

with a company’s existing ERP system is an

option which in the case of the company chosen

for this white paper was not used. BISIMO may

also be integrated with other third party systems

such as maintenance systems, call center systems,

etc.

Table 4: BISIMO Maintenance Management System Overview

Order spare parts

Release Work Order Receive Work Order

Work status and GPS

GPS

Satellites

Mobile data

network BISIMO Data Server

Customer Call Center /

Dispatch Operation Customer

Technician with BISIMO

enabled mobile device

Customer Call

Company's ERP

location update

Page 10: BISIMO - Maintenance Management System

8

Implementation Steps

The implementation of BISIMO Maintenance

Management System can be divided into three

steps as shown in table 5 and described shortly

hereafter.

• Hard- and Software Set-Up

• Back Office Integration

• Reporting & Dashboard

Table 5: The three steps to implement BISIMO Maintenance Management System

Step 1 – Hard- and Software Set-Up

By installing the software at the customer call

center and equipping the field technicians with the

hand-held devices, we establish a permanent

connection between the two parties which results

in the customer call center gaining visibility

through GPS based physical location updates of

the technician as well as a more accurate visibility

of the job status through more frequent online-

updates from the technician in the field.

Step 2 – Back Office Integration

The back office integration’s focus is usually on

the integration of the company’s (service-) order

to cash process. Another important link to be

established is the connection of BISIMO with the

spare parts data base and stock availability

(warehouse data) which is most likely run in the

company’s existing ERP system so the technician

can make full use of BISIMO’s ability to order

spare parts online.

Step 3 – Reporting & Dashboards

As in every business, different stakeholders focus

on different parts of the operation and of the big

picture. Therefore we need a flexible reporting

tool allowing managers to create individually

tailored reports responding to their requirement of

analysis. An operational and a Management

dashboard will further support the customer call

center and Management in their decision making

by providing the most important data in an

updated ‘at a glance’ manner.

- Customer Call Center

- Mobile Devices

3. Analysis & Control

Reporting / Dashboard

2. Cost Saving - Obtain Management level

visibil ity for analysis and

decision making

Back Office Integration

1. Visibility- Establish a l ink between

BISIMO and Back Office

Systems

Hard- and Software Set-Up

Page 11: BISIMO - Maintenance Management System

9

Results

Quantitative Data Analysis from the online

survey

Over 90% of the involved staff and management

have completed the online survey. When looking

at the five survey indicators related to users’ or

company’s benefits and to users’ acceptance, we

noticed that the scores were unexpectedly poor. It

was also noticed, that 34.5% of the respondents

considered themselves not having received

enough training or not having been trained at all.

This rather high number of not-enough trained

participants led us to analyze the five main

indicators split into two groups, those considering

themselves having received enough training and

those considering themselves not having received

enough training. Both groups were then split into

sub-groups distinguishing office employees and

field employees.

Table 6: The 5 main indicators for Benefits and User Acceptance

It appears that those participants who consider

themselves having received enough training, give

the system much higher scores in almost all five

key values than those who feel not having

received enough training. We therefore believe

that BISIMO itself provides the improvements

promised but only under the condition that

enough training is given to the users.

Quantitative Data Analysis from the system

data

For the quantitative data analysis, we focused on

the two main Job Categories which are Preventive

Maintenance (56.93% of all jobs done) and

Corrective Maintenance (26.5 % of all jobs done),

together representing 83.43% of all jobs done.

0% 10% 20% 30% 40% 50% 60% 70% 80%

Makes my job easier

Makes my job more efficient

Helps reduce cost

Improves operational visibility

Would recommend BISIMO to a friend

The 5 �easures of Benefit and User Acceptance

Enough Training Office Enough Training Field Not enough Training Office Not enough Training Field

% of respondents ->

Page 12: BISIMO - Maintenance Management System

10

Job Categories in % to overall jobs done 2011 2012 2013 Cu�.

Preventive Maintenance 58.16% 54.91% 56.93% 56.93%

Corrective Maintenance 15.44% 25.97% 26.50% 83.43%

Consumable & Parts Change 9.49% 10.11% 9.06% 92.50%

Installation, Install New Machine, Machine Move 3.94% 3.08% 2.81% 95.31%

Delivery Service, Deliver Consumables 1.03% 2.22% 2.46% 97.77%

PM non-schedule, Visit Customer 10.34% 2.27% 0.90% 98.67%

Meter Reading 1.05% 0.58% 0.65% 99.32%

Document Delivery by Technician 0.55% 0.51% 0.35% 99.67%

Inside Service, Inside Maintenance, Refurbish 0.00% 0.22% 0.22% 99.89%

Other 0.00% 0.14% 0.11% 100.00%

Table 7: % of jobs done by job categories

For better understanding of the compared values,

we need to mention that the process steps of the

previously used system and BISMO do not

perfectly match in every aspect. The data of the

previously used system does not, for example,

allow us to determine the time spent between a

job was assigned to a technician until the

technician accepted that job while in BISIMO, a

customer contact and the issuance of a work order

are one single step without a time frame in-

between. The table below shows all process steps

and where the two systems differ.

Process Steps Previous S�ste� BISIMO

Work Order No ���� ����

Work Type ���� ����

Register a customer contact ���� ����

Issue a work order ����

Assign the job to a technician ���� ����

Technician accept the job ���� ����

Technician departs for the job ����

(1) ����

Technician arrives at the job ����

(1) ����

Work Done ���� ����

Technician leaves the job ���� ����

Customer center closes the job ���� ����

Reject Job ���� ����

Cancel Job ���� ����

Travel time ���� ����

(2)

Labor time ���� ����

(2) (1)

can be calculated based on Travel Time and Labor Time

(2) can be calculated based on Departure, Arrival and Work Done

Table 8: Process steps comparison of the previously used system and BISIMO

Page 13: BISIMO - Maintenance Management System

11

Across the entire analyzed period, a total number

of 90,366 preventive and corrective maintenance

jobs have been done. The average number of

preventive maintenance jobs per month was 2,498

jobs for the previous system, respectively 2,054

jobs for BISIMO, a decrease of 17.77%, while the

average number of corrective maintenance jobs

per month was 663 jobs for the previous system,

respectively 946 jobs for BISIMO, an increase of

42.68%. The monthly average job volume has

decreased by 5.12%. January 2012 was the month

of transition between the two systems and the data

records are unusually low. We therefore ignored

the January 2012 data in our analysis to prevent

data distortion.

Table 9: Total jobs done for preventive and corrective maintenance

0

500

1000

1500

2000

2500

3000

3500

4000

4500

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rag

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revio

us

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2011 2012 2013

Total Jobs Done

(Preventive & Corrective Maintenance)

Preventive Maintenance Corrective Maintenance

Page 14: BISIMO - Maintenance Management System

12

Pretending that the most important moment for

the customer is when the machine brakes down

and needs to be fixed as quickly as possible, we

analyzed the average total cycle time for

corrective maintenance from the moment the

customer calls the customer assistance center to

the time the equipment is fixed and the technician

leaves the job. The analysis reveals that BISIMO

has helped to reduce the entire cycle time for

corrective maintenance jobs by an impressive

27.66% from 3 hours and 44 minutes to 2 hours

and 42 minutes.

Table10: Cycle time for corrective maintenance jobs

00:00:00

00:30:00

01:00:00

01:30:00

02:00:00

02:30:00

03:00:00

03:30:00

04:00:00

04:30:00

Av

era

ge

Pre

vio

us

Sys

tem

Jan

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BIS

IMO

Total C�cle Ti�e - Custo�er Call to Leave Job

Corrective Maintenance

Average of Customer Call to Assign Technician

Average of Assign Technician to Accept Job

Average of Accept Job to Departure

Average of Departure to Arrival (Travel Time)

Average of Arrival to Work Done (Labor Time)

Average of Work Done to Leave Job

27.66%

02:42

03:44

Page 15: BISIMO - Maintenance Management System

13

Another factor where BISIMO is supposed to

generate improved efficiency is in the number of

jobs a technician can complete within one day.

The results in this aspect show a stunning

improvement of 42.1%. While the technicians

handled an average of 3.8 jobs per day (preventive

and corrective maintenance jobs) with the

previous system, the technicians handled an

average of 5.4 jobs per day by using BISIMO.

Table 11: Jobs done per technician per day

If we analyze the numbers year by year, we can

see an increase in jobs done per technician per day

between 2012 and the first half year of 2013,

suggesting that in 2013 the average technician’s

efficiency is 46% higher than it used to be with

the previous system in 2011.

Table 12: Jobs done per technician per day in numbers and in %

3.8 3.9

4.84.4

3.6 3.5 3.43.8 3.9

3.5 3.6

3.2

4.2

1.2

5.14.7

5.5

4.85.1

4.3

5.9

5.3

6.6

4.4

7.2

6.0

6.8

4.5

6.6

4.7 4.8

5.4

0

1

2

3

4

5

6

7

8

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Bis

imo

2011 2012 2013

Average Nu�ber of Jobs Done per Technician per da�

(Preventive & Corrective Maintenance)

3.82

5.35 5.58

-

1.00

2.00

3.00

4.00

5.00

6.00

2011 2012 2013

Jobs Done per Technician per Da�

100%

140.2% 146.1%

0%

25%

50%

75%

100%

125%

150%

2011 2012 2013

Jobs Done per Technician per Da�

Page 16: BISIMO - Maintenance Management System

14

Last but not least we analyzed the data in regards

of the two main KPI’s for corrective maintenance

which are:

1. The technician arrives at the customer site

within 2 hours after the customer calls the

customer call center.

2. The technician finishes the job within 4

hours after the customer calls the

customer call center

Table 13: KPI achievement – Technician arrives at customer site within 2 hours after customer call

The average KPI achievement for “Technician

arrives at customer site within 2 hours after the

customer calls the customer call center” stands at

55.21% for the previously used system and has

increased to 62.97% for BISIMO.

Table 14: KPI achievement – Technician finishes the job within 4 hours after customer call

The average KPI achievement for “Technician

finishes the job within 4 hours after the customer

calls the customer call center” stands at 70.18%

for the previously used system and has increased

to 79.56% for BISIMO.

0%

20%

40%

60%

80%

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2011 2012 2013

KPI Achieve�ent - Technician arrives within 2 hours after Custo�er Call

(Corrective Maintenance)

0%

20%

40%

60%

80%

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y

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e

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gu

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er

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er

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be

r

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be

r

Jan

ua

ry

Fe

bru

ary

Ma

rch

Ap

ril

Ma

y

Jun

e

July

Au

gu

st

Se

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er

Oct

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No

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be

r

De

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be

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Jan

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Fe

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Av

era

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2011 2012 2013

KPI Achieve�ent - Work Done within 4 hours after Custo�er Call

(Corrective Maintenance)

62.97% 55.21%

79.56% 70.18%

Page 17: BISIMO - Maintenance Management System

15

Insights obtained from Interviews

The interviews with the different user groups have

been very constructive and given us a very clear

picture of the pain points the users still face with

BISIMO.

For the technicians the biggest challenges are

network speed, network outages and hand-held

device stability. Aside the lack of enough training,

these three issues are the main reason for the low

ratings BISIMO received from most technicians.

We believe that a substantial improvement will be

achieved with the introduction of the Android

based software and hand-held devices.

The customer call center representatives have

mainly raised desires for an easier, straighter

forward navigation within the program. Most of

these functionalities can quickly be addressed and

implemented with the next software update.

At the management level, the most discussed

point is the generation of reports. The available

reports from the system are “okay” but a more

decent, more flexible reporting tool as described

in implementation step 3 should be the ultimate

goal to make data analysis easier and individually

more adaptable.

Recommendations

Based on the combined information, results and

insights gained throughout this post

implementation evaluation, we established the

following list of recommendations.

Subject Result/Benefit

Training provided to users must be increased to

make sure all users understand the functions and

utilities the system provides. Training should be

specifically tailored to the different user groups

(technicians, call center, Management

Users will feel more comfortable in using the

system, encounter less “user-based” operation

issues and finally adopt the system more easily as

demonstrated by the online survey

Technical issues related to connection speed and

stability must be resolved

A fast responding system without failing data

transmission is essential for the business’ efficiency

and user acceptance from the field

Convenience functions as raised by the users must

be included in a next software release

A faster navigation through the program steps will

further increase speed, efficiency and ease of

working at the customer call center

Implementation step three, Reporting and

Dashboard, needs to be implemented

Ease the job of generating reports and allow for

more flexible analysis

Table 15: Recommendations

Conclusion

BISIMO Maintenance Management System has

increased efficiency considerably and reduced the

all over cycle time of a maintenance job. It also

provides much better visibility and more accurate

data for reporting and analysis than the previous

system used.

If given the authority to make this decision, all

users with exception of some technicians would

continue to use BISIMO rather than to switch

back to the previous system.

Page 18: BISIMO - Maintenance Management System

16

About Freewill

Freewill Solutions Co. Ltd. is a leading software

developer and professional services provider.

Established in 1991, the company has built an

extensive portfolio of in-house developed

software systems, becoming a dominant market

leader in the provision of solutions to the

securities brokerage industry both locally and

regionally with, additionally, a distinctive position

in the provision of total solutions to the non-life

insurance and business sectors. We offer our

clients technology and business solutions to

improve our clients’ business and to help them to

be more competitive in the market. Freewill

implements the know-how to improve business

performance of companies operating in Thailand

and the region by implementing world class and

leading edge technologies, concepts and practices.

Freewill is uniquely positioned to address both,

the technical and people issues associated with

implementing new technologies. This enables

Freewill to offer its clients integrated end-to-end

business solutions.

The present white paper was written by Niklaus

Stucki, a Managing Consultant of the Business

Consulting Unit of Freewill Solutions (email:

[email protected] )

Website:

http://www.freewillsolutions.com/introduction/ent

erprise-mobile-solutions-144.html (you may need

to copy the link and paste it into your web-

browser in case you receive a “not-found” error

page)