1. What’s your main goal with Field Service Cloud implementation?
- Improve Service Efficiency
- Enhance Customer Satisfaction
- Streamline Field Operations
- Boost Technician Productivity
- Other: ______
2. Do you have a dedicated Field Service Cloud admin or team?
- Absolutely, we’ve got our Field Service mentor!
- Not yet, but we’re actively searching.
- No, and we could use guidance on this.
- 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?
- Absolutely, they’re on board and ready!
- We’ve identified some but need some guidance to engage them.
- Not yet, but we have a plan to find them.
- No one makes decisions around here; that’s part of the problem.
4. Have you mapped out your current field service processes and workflows?
- Yes, we’ve got it all mapped out!
- We’ve started but need more detailed mapping.
- Not yet, but it’s a priority on our list.
- We have no processes or every process.
5. What’s your budget range for Field Service Cloud implementation?
- We’ve got a solid budget in place.
- We have a rough estimate but need to refine it.
- Budget planning is currently in progress.
- No budget. No idea. No plans. We’re doomed.
6. Have you set a target date for kicking off your Field Service Cloud implementation?
- Absolutely, we’re ready to roll!
- We have a general idea but need to finalize the date.
- Target date? That’s still in the works.
- 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?
- Yes, we’ve identified their pain points and needs.
- We have some insights but could use more clarity.
- We’re still working on understanding their needs.
- 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.