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Enhancing Efficiency: Strategies for Smarter Operations – Module 6 Webinar Recap

This comprehensive webinar, presented by industry experts Devon Hubbard and Mike Star, focused on enhancing operational efficiency through smarter technologies and practices. Attendees engaged in interactive polling while learning about fleet management, accounting software integration, and office overhead management. The session emphasized the importance of adapting to change for survival in a competitive market. Key takeaways included effective use of real-time information, technology solutions, and clear communication strategies. Access the slides and recording at www.msca.org to further explore these vital topics.

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Enhancing Efficiency: Strategies for Smarter Operations – Module 6 Webinar Recap

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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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