Field Services comprehensive best practices

Do you have world class practices for equipment Field Services and Engineers?


Discover Field Service best practices on following areas

  • Installation offers
  • Service Offers
  • Simple installations
  • System & Complex Installation
  • Performance Management
  • Inventory management
  • Customer Services
  • Planning and resources

Get a Comprehensive assessment of your equipment Field Services (Installation, repair, remote service...) practices for the Field Engineers as well as for the corporate, branch or office employees.

The best practices are in a structured questionnaire enabling evaluations of your practices compared to our benchmark

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Price: Free

The purchase gives you access to the best practices of this area. You can upgrade the service to perform evaluations with them later. The purchase gives you the right to access to the best practices and to use the questionnaire to carry out an evaluation by yourself or the people you invite, taking advantage of our optimised web interface

Service detailed description


125 questions organised in 8 categories and 30 areas, so you can both have a precise analysis and a consolidated picture

Two uses are possible:

  • learn Field Services management best practices
  • assess your Field Services management practices against world performers thanks to the online questionnaire functionality

Wevalgo Field Services Comprehensive best practices framework

Field Services Comprehensive Dive Model

Summary description

There are about 125 Field Installation and Services best practices structured in the following 8 categories and 30 areas.

Installation offers:
  • Customer requirements: how are requirements recorded and how is compliance or non-compliance handled? Is the installation location information specified? How are regulatory aspects managed?
  • Offer management: What is the bidding process and the associated roles and responsibilities from receipt of the bid to response?
  • Offer costing and pricing: how are bid prices calculated? Is a standard method used? Are the rules clear and transparent? 

Service Offers
  • Offerings: what is the service strategy for the installation, including spare parts and warranty?  Are the services that can be offered and the pricing rules clearly defined?
  • Offer management: what is the process for proposing and validating customer offers? Is the impact on resources (workload, skills) taken into account? In the case of vending machines, are the supply data clear?

Simple installations (applies to stand alone machines)
  • Installation process: Is the process clearly defined, with clear roles and responsibilities? Are appropriate start-up and follow-up meetings in place?
  • Team: Is there a clear person in charge of the installation? Are resources identified at the right time?
  • Templates and tools: What are the standard templates or tools to facilitate facility management and are they actually used?

System & Complex Installation (for multiple machines, complete line installations or complex systems)
  • Project team:  Is a project team formally defined by including the right resources? Is the level of competence and training in project management satisfactory?
  • Project management: how are project progress meetings managed and how is project planning defined and used?
  • Project process and review: Is the installation process clearly defined by detailing the different phases and deliverables? Are the roles and responsibilities of each function clear and appropriate? What are the project reviews?
  • Installation management: is the process clearly defined, with clear roles and responsibilities? Are appropriate start-up and follow-up meetings in place? Is a dashboard and detailed planning used?
  • Template and tools: what are the standard templates or tools to facilitate installation management and are they actually used?
  • Handovers: what mechanism is used to manage the transitions between the different phases (commercial, installation, warranty...) throughout the process, from contact with the customer to commissioning?

Performance Management
  • General management:are strategic objectives and action plans defined and implemented operationally? Are steering meetings effective?
  • Offers, Services and Installation indicators: what are the existing indicators and how are they managed for each of its domains?
  • Service data capture and analysis: what data is collected from customers or field service operations and how is it analyzed to improve the performance of interventions?
  • Financial management:are costs and margins regularly monitored for each type of service and by business? What mechanism is in place to ensure that price quotations and invoices are consistent, that all work is properly invoiced and paid for?

Inventory management
  • Spare parts inventory: is there a clear stock management policy for each category of parts? Are management parameters and stock levels known, up-to-date and reviewed? Is the choice of stock location the result of a thorough analysis?
  • Replenished goods (for vending machine business): is there a clear inventory management policy for each category of goods? Are management parameters and stock levels known, up-to-date and reviewed? Is the choice of stock location the result of a thorough analysis?

Customer Services
  • Issue resolution process: Are the process, roles and end-to-end responsibilities clearly defined?
  • Remote issue resolution: how is remote resolution organized (levels 1, 2...) and does it have online tools and customer history tracking? How do we ensure the best pre-diagnosis? Are the priority and arbitration rules clear?
  • Field Services process and tools: are standard intervention processes defined? Is equipment documentation and failure history (or client request) available to the field engineer, how and at what level of detail?
  • Field services operations: Are the right field engineers sent to the right place? Do they have the right tools, information, parts or product stocks? How is the intervention prepared and what reports are returned by the field engineer?
  • Spare parts and warranty management: is the parts replacement process clearly defined? Is the information necessary for warranty and selection of the right parts collected and recorded during installation?

Example of usage for evaluation

Get a Comprehensive assessment of your field equipment installation and services to enable you and your team to:

  • identify the key improvement drivers to better install techhical equipment or vending machines and provide services at customer premises or remotely
  • compare your practices with world Field Services best practices
  • develop improvement action plan based on actionable drivers thanks to our specific Wevalgo organisational model

Get instant and full access to reports as soon as evaluations are completed.

Gain multi-level analysis on several axis that can be explored in varied depths and dimensions through a user friendly results menu. A few samples of the results report are shown below

Heat map
Visualise the performance and their drivers at a glance across all categories and sub-categories
Results by organisational dimension
Compare performance across your own, relevant and entirely customisable organisational dimensions. For example by geographical locations, departments, hierarchical levels or any other you see fit. Zoom in to breakdowns by category, subcategory and/or question
Results by evaluator and category
You can see detailed results to better understand the causes of your organisation performance
Wevalgo excellence model Results
Get valuable insight into areas and axes of progress thanks to our embedded Wevalgo model. Other analytical models may be incorporated, see key concepts for more information)

To see a full example of report result,

We have expert consultants on hand to build their own evaluations, assist you and interpret your results. Select the Expert Review option on the purchase menu.

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