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1
WELCOME to
September 2015
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Next Gen VisionPart 1
• Actionable home page• Mobile• Site Audit
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Actionable Homepage
9Emergencies
Actionable Homepage
Time Sensitive Issues Identify stalled WOs
Immediate attention needed
Emergency-centric
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Actionable Homepage
Features 5 key metrics
Actionable widgets
Threshold-based
Search
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Actionable Homepage - DEMO
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Actionable Homepage
In the Lab
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Actionable Homepage
Messaging Gets you important information
Better user reach
Fewer “surprises”
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Actionable Homepage
LNH Filters Admin set
Search by brand, FM, market
Looks like other filters
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Actionable Homepage
Open Invoices Open invoices widget
Completes the lifecycle
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Actionable Homepage
Embedded Support Access knowledge base
Chat
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Mobile
Mobile
Keep your WOs moving even when you’re…
at a location.
at a meeting.
at the movies.
on the moon.
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Manage WOs
Mobile
Manage WOsSearch
Re-assign
Update an NTE
Change a status
New experience
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Mobile
Notes Get the whole story
Who, what, and when
Add
Notify
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Mobile – DEMO
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Mobile
In the Lab
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Mobile
AttachmentsView
Add
Thumbnail and full screen
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Mobile
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Mobile
ProposalsSearch
Get notified
Review
Approve/reject
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Site Audit
Site Audit
What is it?
On-site capture via mobile
Centralizedresults
Comprehensive and consistent
data
Real-time WO creation
* Site audit requires an additional license
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Site Audit
Benefits
Improve CapEx
decisions
Negotiate more effectively
Reduce training costs
Boost customer service
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Site Audit
Features
Centralized reporting
Configurable audit scope
Photos
WO creation
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Site Audit
What’s New?
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Site Audit
Follow-ups
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Site Audit
Multiple Audit Setups
Pre-open punch-list
Punch-lists
Safety Loss prevention
Visualmerchandising
Brand compliance
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Site Audit
My Site Audit
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Site Audit − DEMO
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Site Audit
In the Lab
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Site Audit
Available in Custom Analytics
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Site Audit
Photo Friendly Report
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Site AuditNew Experience
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Site Audit
Photo Inventory
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Site Audit
Photo Inventory
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Site Audit
Repair Estimation
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Site Audit
Capacity Planning
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14:30 - Next Generation Vision – Part 2• Invoicing
• Proposal Decision Support• Q&A with Jordan
BREAK
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Jordan BergtraumVP, Product Management
Next Gen VisionPart 2• Invoicing• Proposal Decision Support• Q&A with Jordan
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Invoicing
Invoicing
In the Lab
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Invoicing
Multi-Level Approval Configuration Self-service
Simplify troubleshooting
Real-time changes
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Invoicing
Validation Support Less time validating
Know when something’s “off”
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Invoicing
Validation Support Contracted rates
Hours from check-in
Number of techs
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Invoicing
Include Asset Improve spend tracking
Providers participate
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Invoicing
Include Asset Asset repaired
Asset replaced
Asset added
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Invoicing
Self-service
Rules by Category & Trade
NTE Limits
Date Filters
Providers
Reports
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Auto-approval Config
Invoicing
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Auto-approval Config
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Proposal Decision Support
Proposal Decision Support
In the Lab
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Proposal Decision Support
Goal Make informed decisions on
proposals
Are your proposals "normal”?
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Proposal Decision Support
Features Expose comparative historic data
Compare to your history
Compare to your peer group
Median, percentile
Contractor quality
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15:30 – Retailer’s Perspective
BREAK
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Paul Walsh
Retailer’s Perspective
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Bashir AbdallahHead of Supply Chain Products
Next Gen VisionPart 3• Compliance Manager• Contractor Products &
Experience• Q&A with Bashir
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Compliance Manager
Compliance Manager
The updated Compliance Manager allows clients to efficiently manage and monitor contractor compliance in the aggregate and send notifications to increase adherence to business requirements
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Benefits
√Aggregate view of your contractor network and overall compliance
√Quickly identify compliant and non-compliant contractors
√Take corrective action across contractor network to ensure corporate compliance
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Compliance Manager
Solution / Features
Filter by trade / primary rank
For non-compliant contractors, easily see
which requirements are missing
Send bulk emails to non-compliant contractors
with one click
Activate and monitor new requirements in bulk
across all contractors or a select few
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Compliance Manager
In the Lab
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Compliance Manager
Upcoming Release
√Clients able to define parameters for Section Requirements
√Certificates of Insurance redesign (Client & Contractor)
√Requirements by Trade
√COI documents will be viewable in Compliance Manager
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Compliance Manager
Financial Health & Verification
Partnering with Dun & Bradstreet, Inc. to offer customers a new product which will capture Contractor:
√Risk / Viability Rating
√Registered business information
√Socio-Economic Status
√Suits, Liens, Judgments & Bankruptcies
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Compliance Manager
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Contractor Products & Experience
Contractor Product & Experience
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ServiceChannel is committed to becoming the world’s leading & best networked marketplace for customers, contractors and suppliers for supplies, repair & maintenance, facility management, energy transaction management, payments processing, big data, risk management & compliance.
Contractor Products & Experience
Core Features & Solutions
√Fixxbook - A directory geared toward connecting clients and their facility needs with commercial contractors and suppliers promote what they do through their profile
√Compliance Dashboard - Contractors & suppliers can manage services, compliance and preferences across all customers from a single dashboard
√Work Order Dashboard - Access to critical work order details immediately refreshed to reflect the priorities for the day
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Contractor Products & Experience
Core Features & Solutions
√Reports - Providers can download work order & invoice reports and sort / filter by date or service type to access pertinent data
√Mobile Applications - Available for both iOS & Android
√Scorecard - Contractors can monitor and measure key performance indicators by individual customers or in the aggregate across all customers to demonstrate a focus on service performance
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Contractor Products & Experience
Core Features & Solutions
Integrations - Web service integration (XML / cXML) lowers cost and improves ease of doing business
Service Care Support - 24/7/365 call center and online support available to contractors and suppliers; including follow-up support on work orders with eight hours or less required response
Knowledge Base & Training - Contractors and suppliers can access a robust knowledge base which provides insight on utilizing products and features.
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Contractor Products & Experience
In the Lab
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Contractor Products & Experience
October Release
√GPS Mobile App Improvements
• Electronic signature
• Multi-tech check-in
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Contractor Products & Experience
Strategic Vision & Investment
√ API & Strategic Partner Integrations - Integrate you in-house platforms (accounting & field service software) with ServiceChannel
√ Service Automation Dashboard - Centralized actionable dashboard, work order / invoice details, compliance and better user experience in an improved environment.
√ Mobile Application - A new and improved mobile application which consolidates current apps and improves the features and functionality
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Contractor Products & Experience
Strategic Vision & Investment
√ New Fixxbook Website - Improved website and search directory with features and functionality that draw the attention of FMs / Sourcing professionals and which will ultimately serve as a marketing tool for contractors & suppliers in the network
√ Analytics Dashboard - The ability for contractors & suppliers to access high level business intelligence which helps them better evaluate and manage their business
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Contractor Products & Experience
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Q&A
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Thank You!