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EFFICIENCY Do It Better, Do I t S marter

EFFICIENCY Do It Better, Do I t S marter. BONUS PROGRAM WEBINAR SERIES MODULE 6 October 22, 2014. Presented by Devon Hubbard Service Division Manager, FitzGerald Contractors, LLC Mike Star President, Lane Associates Inc. Moderator. Don Neal CEO & Founder. Tips for This Webinar.

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EFFICIENCY Do It Better, Do I t S marter

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  1. EFFICIENCYDo It Better, Do It Smarter BONUS PROGRAM WEBINAR SERIES MODULE 6 October 22, 2014 Presented by Devon Hubbard Service Division Manager, FitzGerald Contractors, LLC Mike Star President, Lane Associates Inc.

  2. Moderator Don NealCEO & Founder

  3. Tips for This Webinar Be an active participant • Ask questions anytime on the side chat bar • Engage by answering the polling questions Don’t feel obligated to take notes • Slides and webinar will be available after the presentation at www.msca.org Share this experience with your colleagues • Schedule for the webinar series will be displayed at the end

  4. Devon Hubbard Service Division Manager, FitzGerald Contractors, LLC Mike Star President Lane Associates Inc.

  5. Polling Question #1 What is your PRIMARY role within your organization? A. Sales B. Operations C. Finance D. Senior Management E. Other

  6. Polling Question #2 What is the growth rate (by dollar volume) of your business over the past year? A. 0-5% B. 6-10% C. 11-15% D. 16% or more E. I don’t know.

  7. Polling Question #3 What is your company’s total service revenue (in dollars) for the previous year? A. $0-5 million B. $6-10 million C. $11-15 million D. $16 million or more E. I don’t know.

  8. EFFICIENCY | STREAMLINING OPERATIONS,MAINTAINING QUALITY

  9. “Change is the price of survival” - W. Churchill OBJECTIVES “Flip your thinking” - P. Sheehan REFERENCE OBSERVE IMPLEMENT “Flush the format” - Unknown

  10. TOPICS Technology Fleet Management/GPS Office/Overhead Management

  11. Technology: What’s the Challenge? More information…in less time Demand for information, transparency and speed

  12. Technology: So What Are the Options? Potential Solutions: Field devices Software Other ideas?

  13. Technology: Field Devices Example Integration with accounting software Workorders hours/material Real-time information Invoicing time Refrigerant tracking Home Office and/or Customer Pre-form Work Order Field Technician

  14. Technology: Field Devices Example Integration with accounting software Workorders hours/material Invoicing time AR cycle reduced by 18 days - increased cash flow Refrigerant tracking

  15. Technology: Field Devices Example Integration with accounting software Workorders hours/material Invoicing time Refrigerant tracking Automatic refrigerant log

  16. Technology: Field Devices Example Other uses Sales & operations support (photos, video) Surveys, potential work, completed work IOM manuals/equipment Customer service Navigation MSDS Apps Other ideas?

  17. Technology: Field Devices Example Other uses Sales & operations support (photos, video) IOM manuals/equipment Information available on demand Customer service Navigation MSDS Apps Other ideas?

  18. Technology: Field Devices Example Other uses Sales & operations support (photos, video) IOM manuals/equipment Customer service Interaction with customer Navigation MSDS Apps Other ideas?

  19. Technology: Field Devices Example Other uses Sales & operations support (photos, video) IOM manuals/equipment Customer service Navigation Interaction with customer MSDS Apps Other ideas?

  20. Technology: Field Devices Example Other uses Sales & operations support (photos, video) IOM manuals/equipment Customer service Navigation MSDS Single database Apps Other ideas?

  21. Technology: Field Devices Example Other uses Sales & operations support (photos, video) IOM manuals/equipment Customer service Navigation MSDS Apps HVAC resources, cloud storage Other ideas?

  22. Technology: Field Devices Example Other uses Sales & operations support (photos, video) IOM manuals/equipment Customer service Navigation MSDS Apps Other ideas?

  23. Technology: An Example Software: Forecasting • Excel, acct/dispatch software Marketing • CRMs, automation Customer portals • Status of calls, work orders, invoices

  24. Technology: Now What? What technology could work for you? What is it worth to implement? How do you roll it out? Use what you have!

  25. Polling Question #4 Do you currently use GPS? A. Yes B. No C. I don’t know.

  26. Fleet Management/GPS So what about Fleet Management? How do we maintain? What is most economical? When to say when? Fleet budget? Warehouse operations?

  27. Fleet Management/GPS So what about GPS? Do you know where your techs are located? • Efficient service call routing • Protection of company • Increased productivity from less idol time • Distracted driving benefits

  28. Fleet Management/GPS So what about GPS? Who monitors? • Dispatching? • Supervisors? • Management?

  29. Fleet Management/GPS Now What? Determine what is right for your business model and manage fleet accordingly. Determine if GPS is right for management and operations, NOT technician morale… … And Implement.

  30. Office / Overhead Management / QC Go back to the basics: Communication • Policy/procedure • Define roles and responsibilities…as simple as job descriptions • How to have a meeting • Department meetings • Sales meetings • Performance reviews (two-way street)?

  31. Office / Overhead Management / QC Go back to the basics: Communication • Policy/procedure • Define roles and responsibilities…as simple as job descriptions • How to have a meeting • Department meetings • Sales meetings • Performance reviews (two-way street)?

  32. Office / Overhead Management / QC Go back to the basics: Communication • Policy/procedure • Define roles and responsibilities…simple as job descriptions • How to have a meeting • Department meetings • Sales meetings • Performance reviews (two-way street)?

  33. Office / Overhead Management / QC Go back to the basics: Communication • Policy/procedure • Define roles and responsibilities… simple as job descriptions • How to have a meeting • Department meetings • Sales meetings • Performance reviews (two-way street)?

  34. Office / Overhead Management / QC Go back to the basics: Communication • Policy/procedure • Define roles and responsibilities… simple as job descriptions • How to have a meeting • Department meetings • Sales meetings • Performance reviews (two-way street)?

  35. Office / Overhead Management / QC Go back to the basics: Communication • Policy/procedure • Define roles and responsibilities… simple as job descriptions • How to have a meeting • Department meetings • Sales meetings • Performance reviews (two-way street)?

  36. Office / Overhead Management / QC Go back to the basics: Communication • Policy/procedure • Define roles and responsibilities… simple as job descriptions • How to have a meeting • Department meetings • Sales meetings • Performance reviews (two-way street)?

  37. Office / Overhead Management / QC Go back to the basics: Paper work flow • What does YOURS look like? • Get EVERYONE involved when creating… get buy-in • Use of technology and reduction of waste

  38. Office / Overhead Management / QC Go back to the basics: Paper work flow • What does YOURS look like? • Get EVERYONE involved when creating… get buy-in • Use of technology and reduction of waste

  39. Office / Overhead Management / QC Go back to the basics: Paper work flow • What does YOURS look like? • Get EVERYONE involved when creating… get buy-in • Use of technology and reduction of waste

  40. Office / Overhead Management / QC Go back to the basics: Paper work flow • What does YOURS look like? • Get EVERYONE involved when creating… get buy-in • Use of technology and reduction of waste

  41. Office / Overhead Management / QC Go back to the basics: Quality control • How do you manage this? • Supervisor/tech/etc.? • How do you know? • Customer survey • Call backs and tracking

  42. Office / Overhead Management / QC Go back to the basics: Quality control • How do you manage this? • Supervisor, tech, etc.? • How do you know? • Customer survey • Call backs and tracking

  43. Office / Overhead Management / QC Go back to the basics: Quality control • How do you manage this? • Supervisor/tech/etc.? • How do you know? • Customer survey • Call backs and tracking

  44. Office / Overhead Management / QC Go back to the basics: Other ideas? • Tech productivity and tracking? • Tech leadership program • Team competition for productivity (quarterly)?

  45. Office / Overhead Management / QC Go back to the basics: Other ideas? • Tech productivity and tracking? • Tech leadership program • Team competition for productivity (quarterly)?

  46. Office / Overhead Management / QC Go back to the basics: Other ideas? • Tech productivity and tracking? • Tech leadership program • Team competition for productivity (quarterly)?

  47. Office / Overhead Management / QC So what about overhead/staffing/sales? How do you budget and track your budget? Example (simple/complex) What is acceptable overheadand how to manage? How do you determine your staffing needs? What are the sales quotes and goals? • Who determines these goals? • What criteria do you base these goals?

  48. Office / Overhead Management / QC So what about overhead/staffing/sales? How do you budget and track your budget? Example (simple/complex) What is acceptable overheadand how to manage? How do you determine your staffing needs? What are the sales quotes and goals? • Who determines these goals? • What criteria do you base these goals?

  49. Office / Overhead Management / QC So what about overhead/staffing/sales? How do you budget and track your budget? Example (simple/complex) What is acceptable overheadand how to manage? How do you determine your staffing needs? What are the sales quotes and goals? • Who determines these goals? • What criteria do you base these goals?

  50. Office / Overhead Management / QC So what about overhead/staffing/sales? How do you budget and track your budget? Example (simple/complex) What is acceptable overheadand how to manage? How do you determine your staffing needs? What are the sales quotes and goals? • Who determines these goals? • What criteria do you base these goals?

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