Orchid Connect

1. What’s your main goal with Field Service Cloud implementation?

  1. Improve Service Efficiency
  2. Enhance Customer Satisfaction
  3. Streamline Field Operations
  4. Boost Technician Productivity
  5. Other: ______

2. Do you have a dedicated Field Service Cloud admin or team?

  1. Absolutely, we’ve got our Field Service mentor!
  2. Not yet, but we’re actively searching.
  3. No, and we could use guidance on this.
  4. Honestly, we’re lost. Is FSC even right for us? 

3. Have you identified the key stakeholders and decision-makers for your Field Service Cloud project?

  1. Absolutely, they’re on board and ready!
  2. We’ve identified some but need some guidance to engage them.
  3. Not yet, but we have a plan to find them.
  4. No one makes decisions around here; that’s part of the problem. 

4. Have you mapped out your current field service processes and workflows?

  1. Yes, we’ve got it all mapped out!
  2. We’ve started but need more detailed mapping.
  3. Not yet, but it’s a priority on our list.
  4. We have no processes or every process. 

5. What’s your budget range for Field Service Cloud implementation?

  1. We’ve got a solid budget in place.
  2. We have a rough estimate but need to refine it.
  3. Budget planning is currently in progress.
  4. No budget. No idea. No plans. We’re doomed.

6. Have you set a target date for kicking off your Field Service Cloud implementation?

  1. Absolutely, we’re ready to roll!
  2. We have a general idea but need to finalize the date.
  3. Target date? That’s still in the works.
  4. We’re thinking today after 3. That’s how ready we are. 

7. Do you have a clear understanding of your field service team’s needs and challenges?

  1. Yes, we’ve identified their pain points and needs.
  2. We have some insights but could use more clarity.
  3. We’re still working on understanding their needs.
  4. We don’t really even know who they are. How could we know what they need? 

Scoring: For every question 2-7 you answered 1 = 4 points, 2 = 3 points, 3= 2 points, 4=0 

20-24 – You’re ready. Ready means you’ve already done a lot of the thinking and planning, which makes all the difference between a successful and a failed implementation. 

15-19 – You’re almost ready. There are a few things you need to nail down. You could get some support on those – another set of eyes, an outsider, but you can also push through with your team.  It’ll still be challenging, but the further you go, the easier this will be. 

11-14 – I’d get some support, but plan to take this up again next cycle. If you aren’t ready, it’s important not to press until you are. It’ll only fail. 

0-10 – You’re fun. Self-awareness is key. There are a lot of places you can go to get in a better place to address some of these things. Check out our list of resources HERE for guidance.

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