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Learning Without Scars

Learning Without Scars

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    Learning Without Scars
    S2 E5•January 17, 2022•25 min

    Dale Hanna and Ron talk about the technological tools available to assist in the management of repair labor in the service shops and in the field.

    Send us Fan Mail (https://www.buzzsprout.com/1721145/fan_mail/new) This Candid Conversation covers the technological tools available to assist in the management of repair labor in the service shops and in the field. Customer Service is becoming more clear about convenience and time. Text Messages and pictures are now available to track in real time the progress being made on a job. Don’t miss this Podcast to learn how Foresight Intelligence is solving this problem.  Visit us at LearningWithoutScars.org (https://www.LearningWithoutScars.org) for more training solutions for Equipment Dealerships - Construction, Mining, Agriculture, Cranes, Trucks and Trailers. We provide comprehensive online learning programs for employees starting with an individualized skills assessment to a personalized employee development program designed for their skill level.

    Transcript

    0:21

    Aloha, and welcome to another Candid Conversation. Today we're joined by Dale Hanna, the creator and founder of Foresight Intelligence, and we're going to talk in this particular point of a specific aspect of the fleet management system that is a play on text messaging SMS. Dale, what in the devil is fleet management SMS?

    0:51

    Well, first, thank you, Ron, for having me. Yeah, SMS is a play on word. So SMS is another word for text messaging. And so we made this piece service management system. So it's a play on word. So it's increasing the speed of communication with customers for dealer service department.

    1:14

    And one of the blogs you talked about the fact that Customer service was necessary at the speed of text.

    1:26

    Yes.

    1:27

    And what you've done with fleet management SMS is exactly that, isn't it?

    1:32

    That is where the future is going to. So there are some studies saying essentially it takes about 90 minutes to get a response from email,90 seconds to get a response from text message. And people, as we know, especially in the field, they don't always check their email, but text. almost as I was checked. So yes, that's very true. That's where the world is moving to. And we believe that will be very helpful to dealers.

    2:01

    Yeah, we had a discussion recently with Ed Wallace relative to what he calls worthy intent, which is... Tell me more. Well, it's the foundation of customer service, people caring about the relationship back and forth. The service department has been a place that has not necessarily been viewed as somebody that communicates well. They're technical people. They're busy. They don't pick up the phone and say, hey, Dale, I've had a problem, such and such. What the SMS piece of fleet management does is they automate all of that, don't they?

    2:46

    We automate a lot of it. Yes. Based on the stage of. work order, which people can define. And recently we did an implementation for a dealership. They actually linked to their parts department because the supply chain issues. So if they notice a part is on back order, then we automatically, based on criteria, send out notification to the customer, hey, one part or multiple parts are on back order and the anticipated delay is X weeks. Perfect. And without human intervention, right? So that takes care of probably 80 to 90% of the message you need to send out automatically.

    3:32

    So as we go through, the dealer defines what the communication points are that they want to use, correct?

    3:41

    Dealer defines exactly how their workflow is, at which point they want to tell customer what.

    3:49

    So they give that to you as kind of a decision tree, just to use different jargon.

    3:54

    Absolutely.

    3:56

    That this happens, that trigger. This happens, that trigger. This happens, that trigger. And it's all automatic. It's

    4:02

    all automatic. That's the portion that's automatic. And of course, you can do human interaction, right? So in addition to that, if you find something else wrong standard, right? As you're fixing something, you find something else wrong. You can take a picture, do an inspection, and you can send customer a portion of the inspection rather than the whole inspection could be internal. Some things you don't really want to share necessarily with the customer in its raw form. And then you can actually send an estimate based on that as well. And the customer can approve it, right? All over them without actually trying to find somebody over the phone. That's the more traditional way, right? That's the biggest complaint customers have, our customer dealers have is it takes forever to find people, right? Then there's a lot of phone tags and delays and this. And then the other problem is text message.

    5:03

    If you say, well, I just text using my phone, there's no way to organize it. One of the dealers lost $20,000 because the customer did not approve something. They did it. And so there's this confusion, man. I thought they did it. Nobody can look it up. They can't even figure it out. So that's the other thing this helps them solve is having email, text, however, all in the same place, easy to see. There's internal side, there's external side. So you can have internal communication that doesn't go anywhere. You can have external communication that goes to customer. If they approve something. then you can see there's a record that they did it.

    5:46

    You know, it's remarkable how over the years, let me just say it that way, decades maybe, we've developed standalone systems. And they almost existed in silos. And now with, I'm going to call it the Internet of Things, which is what everybody seems to want to call it, instead of those vertical silos being separate, We've made it a condominium and put them all together so that now GPS and telematics and sensors and instructions and work orders and labor entries and parts order, all of those things are handled almost like in a mission control type of way.

    6:34

    You are so right. You are so right, Ron. There's so many. Our world is complex. In the equipment world, in the construction world, it's very complex. There's not a single system that's going to do well in everything. That's essentially not possible from what I see. So the future is going to have a lot of systems do a lot of specialized things, but they are connected. Exactly like you say. So it should be in a way to the mission control person. They don't really care too much exactly what. system that comes from as long as you can easily control things and see things in the big picture. You're absolutely right. And I think overall, that is the big evolution that's happening. The individual systems are getting really good in every way really fast. But the connection is still quite weak. A lot of Excel spreadsheet has been done all the time. Data get copied, double entry.

    7:45

    And I see that's the next sort of big thing to come in to make everything substantially better.

    7:55

    Kind of interesting. We've had a very slow evolution. Almost everybody is computerized now, just to use a term. Yes. A laptop, a tablet. Almost everybody has systems involved in their job. Correct. Which when I was growing up and in high school, there was a cartoon of a button being pushed, replacing people. The computer just pushed the button. I was going to replace a bunch of people. So they started scaring the devil out of us. And slowly but surely, they morphed into systems. But my complaint has been the dealer management providers. They're looking at business process, business flow, a work order from opening it to invoicing it, a parts order from entering it to shipping it, a machine order from speccing it to shipping it. Where you fit in exactly what you were just saying, now we've got these specialized tools that are almost bolt-ons. So it's like an attachment to a machine. Oh, you want to dig a trench? Terrific. Here's a ripper.

    9:09

    You want to load hay? Terrific. Here's a fork. Blah, blah, blah. And now they're all coming together, but how do you find the communication with the traditional dealer business system people, the infors and DISs and CDKs, et cetera, et cetera? Are they trying to do what you're doing or are they letting you do it?

    9:30

    Yeah, that's such a good question. But first, I want to say your example of attachment is so appropriate in this case. It's so true, right? So that's how I actually come from ERP world. I used to design ERPs. And that's almost like, in many ways, the main engine, right? So you got to manage so many things. And even just a little detail of taxes. in different jurisdictions is a huge, huge thing. And payroll is another huge, huge thing. So typically they have a lot of resources, but with all those aspects, there's no way to go deep, right? So Salesforce is a huge example, right? Salesforce is highly successful sales team. And that's not a ERP per se, right? But they just do sales better.

    10:27

    Right.

    10:29

    There's no trend that I see that anybody's going to replace ERP in any way. It is very useful, but specialized things need specialized tools, just like your attachment. That's so appropriate. Now, the ERP, I think, is all different in their approaches. So you have the mainline ERPs. That's Microsoft and those. they tend to have openings. You can write into it. Then some of the ERP are more open than others. So being a person coming from ERP world and also looking at the world in general, I think open is the future.

    11:18

    Absolutely.

    11:20

    And ERP, so if ERP company want to do something better, you can always offer it. But if you allow other people to connect with you, I think you're going to have more customers going forward. Because a lot of customers now, they're going to ask about that now.

    11:40

    Yeah, I agree with that. It's going to be really interesting. There's parallel planning in organizational structure. With the pandemic, And the last two years, instead of a natural evolution, we've been kind of had a we've had a compression in change, which is part of the anxiety society's feeling along with everything else. But organizationally, you know, the traditional organization, the pyramid, the bosses at the top in the front of the room with a shaded hat looking down on the people because he's raised. So we've got that vertical organization. Then that moved to more horizontal when we went to total quality management, got rid of layers, which was only allowed to happen because of technology making people more productive. So for instance, if you were a secretary, it wasn't a good time. But when computers first arrived and word processing arrived,521,000 secretaries lost their jobs because the bosses did their own. male.

    12:52

    And then we got a matrix organization, which was the beginning of specialization, wasn't it? So here you got an ERP and we have, I'm going to call the ERP a generalist model. It's a tool to handle most things. And then you've got the specialist, let's use Salesforce as your example, where they know sales, maybe they got a tool. And we'll bolt it on to your ERP.

    13:25

    Yes.

    13:26

    And we make Salesforce monolithic and huge so that the ER people, I'm not going to go do that. They're there. It's kind of like I want to build an airport in Phoenix to compete with Sky Harbor. Like, where do you start? You know, how do you get there? Right. So here we are with the communication from the service department to the customer about a repair. in process. The customer must love this.

    13:56

    They do. They do. I mean, they're busy as well, right? Sure. So when the dealer is making five calls or taking five calls or listen to messages and look at missed calls, it's the same on the other side. Yeah. I mean, they want it done quicker, faster. They don't have time either. I mean, the labor shortage, that's the other outcome of this pandemic, labor shortage. That's everywhere. Yes, very much so.

    14:23

    So that comment of Ed Wallace's with worthy intent, what the SMS tool provides for the customer is the caring and empathy without interfering with the time that the service management has to spend to manage the labor, to make the repair, to track the progress, to deal with difficulties, to inspect other things they find. So that you're giving the management a tool without them having to do anything.

    14:57

    Absolutely. You're absolutely right. So we were having a conversation with a dealer yesterday. So they were not yet thinking about it. But as the conversation went on, he realized the world has changed. He said, I would want that. Actually, I would, if I were a customer, I would want to know which stage is it being done. Just kind of like the whole delivery, FedEx, UPS, right? Now we expect to, if I want to know where it is, where it got stuck, when it's going to be delivered, the moment it's delivered. So the expectation of partly because pandemic, like you said, it's compressed. Our expectation has increased as well, right? So it feels odd now that I can't know. In old days, it's a nice city. Oh, okay. I can know. Now it's kind of odd. Wait, you can't tell me that? Yeah.

    16:00

    Because of people like FedEx and UPS and Amazon and Walmart, others, they all do the same thing.

    16:07

    They all do the same thing. Yeah. Yeah.

    16:10

    It's coming ubiquitous. It's everywhere. And those that don't play in that arena are going to be left behind.

    16:16

    Absolutely. Absolutely. I mean, right now, Walmart delivers something to have a picture of where they dropped it to you, right? So would you rather buy from that or someone else? Who knows when it's going to get there? What might happen? Might not happen.

    16:34

    Yeah, it's interesting that, you know, the old fashioned definition of customer service is understanding what the customer's expectation was before the event. And then what was their. After the event, what was their realization? What was their experience? And if the expectation doesn't match the delivery, you get a blank in customer service. If it does, what's becoming nasty about that is if it does, it's expected.

    17:04

    Yes.

    17:05

    So really the sore points, the sore spots that are sticking up is when you fail. Previously, we didn't know that. Correct. Neither did the customer. Correct. So now if they use your tool, and there's others out there that provide a similar tool, but if they use your tool or not, those that do have a heck of a step up on those that don't.

    17:33

    Absolutely.

    17:34

    So the expectation to perception gap on customer service becomes much more plain and clear to the customer. Yes. I deal with dealer A and they give me this information. I appreciate having a status every day with a picture of where you're at. We can do that.

    18:05

    Yeah. Oh. Absolutely. And you see a similar thing that is happening, right? In the rental industry, very adjacent to what we do. United Rentals have invested heavily first to provide certain. visibility to customers. Now all the other rental companies have pretty much to catch up now. And since they're a public company, their gross margin is substantially better than other rental companies.

    18:36

    Yeah. There's a reason for all of this. The other thing that comes along with that kind of circumstance is the time I just did a a piece on Henry Ford from the late 1800s with the assembly line, et cetera. The time from the idea creation to it becoming normal. So example, I'm an inventor of a telephone. I'm Alexander Graham Bell. I have an advantage for decades before competition has caught up with me. Yes. That time gap, which used to be decades, is not even years anymore. It's months.

    19:21

    Correct.

    19:21

    It is so easy to duplicate what you've done. I don't mean this in a bad way, but you have, it's kind of like the Walkman that first came out. It's, it's, it's a, it's a device. It's a, it was a tape, different deal. And I'm listening to music. And then from that, it went to a desk from that. It went to a chip. So with the tape, I wasn't able to get through to a particular song easily. With the disc, I was able to get there. With the disc, I can set up a playlist. So how did, I think it was Sony that created the first Walkman. How did they stay ahead of the crowd as they were catching up? They kept hyzaning. They kept improving the product as it went. What are your dealers, your customers asking you to do to the SMS to make? it more productive for them? Is there anything yet that they're bringing back?

    20:22

    Yeah, I think there's a lot of aspects, right? So the key thing I think that is really exciting to them are requirement of inspection as a requirement of closed work order. That's a little bit of workflow and be able to share a portion, whatever portion or the whole thing with customers. Customer self-service. So if you have a question, they can just click and they have everything. Estimate gets approved or rejected or modification requested in literally a matter of minutes. You get a text, here it is. Take out item number three, I'll sign. Done. So you're done in minutes.

    21:15

    In other words, what they're doing, they're finding other ways to use a similar application. They're finding other aspects, other tools, other source bots that can be solved using similar technologies, similar thinking, inspections.

    21:33

    Tell me again. I'm not sure where you're going.

    21:36

    I'm thinking, okay, they're tracking the repair. Correct. They do an inspection. Correct. Inspection leads to a quote. Yes. text out the inspection. I can text out the quote. I can get discussion with the customer without, like you said earlier, one of the problems was calling a guy. Well, he's out in the field. I can't reach him. Or calling a guy. This is another one that he's underground in a mine.

    22:03

    Exactly.

    22:04

    And texts get past a lot of that and they're instantaneous. And the 90 minute to 90 second time war.

    22:11

    Yes.

    22:12

    Now we're creating an expectation on the part of the Manager of a function. What other areas? Here's a backorder. Boom. I'll give you information like right now.

    22:25

    Yes. So that's a good one you hit on because the supply chain backorder, right? So if I can't get parts, it can be automated to notify customers. This repair might have to be delayed because we can't get parts until January, whatever, however many days. Yes.

    22:46

    So where it sits now with Foresight Intelligence, you've created a product, I'm going to call it fleet management, and now you've got a suite of things in fleet management, one of which is SMS.

    23:01

    That is very correct.

    23:02

    To facilitate the interface between customers and suppliers of things.

    23:10

    Correct.

    23:12

    So that could be used for washing machines. It could be used for pickup trucks. Oh,

    23:16

    absolutely. Everything. Yeah. Any service-related industry could use a module. So where I see this evolving to, there are several places it evolves to, right? So this is built in our platform on the fleet management platform. So you could easily manage maintenance. Automatically, you could optimize your service technician's route. You could do all kinds of things going from there. Absolutely.

    23:51

    So I think we've pretty well covered the SMS slide. In order for people to get more information, how do they get in touch with you? Is it a website or an email? What should people do who want to find out more information about SMS within?

    24:09

    Yeah, it's very easy. You can just send me an email. We will get the right resources to talk to you. And the way we typically work with dealers is a whiteboard session. So we sit down and try to understand where your world is, what you want to do, and we'll come up, walk away with what we think. We give you our benefit of our thoughts. It's all completely free. From there, you can decide whatever you want to do. My email is dhanna at foresightintelligence. com. It's a little bit long, but if you want to find me on LinkedIn, it's very, very easy. Then we'll get the right resources and get everything taken care of for you.

    24:49

    Okay, so dhanna at foresightintelligence. com. That'll be an email that gets right through to you.

    24:56

    Absolutely.

    24:57

    Perfect. Dale, I appreciate it. Thank you very much for this time. And I'd like to thank the audience for listening in to us, and I hope you're going to join us with another candid conversation in the near future. Thank you for listening to our podcast. We appreciate your support. Should you have any thoughts or comments, please don't hesitate to contact us at www. learningwithoutscars. com. The time is now. Mahalo.

    Dale Hanna and Ron talk about the technological tools available to assist in the management of repair labor in the service shops and in the field.

    0:00
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