the oracle netsuite field service management
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The Oracle NetSuite Field Service ManagementSuiteApp Buyers Guide
www.nexttechnik.com
The Oracle NetSuite Field Service ManagementSuiteApp Buyers GuideWelcome to the Field Service Management SuiteApp buyers guide for NetSuite.
If you are an existing Oracle NetSuite
customer and are evaluating
NextService as a potential SuiteApp,
there are several key factors to be
considered before deciding.
To help you assess if a native built for
NetSuite app is right for your organization,
we have put together this guide.
NextService is a Native Built for NetSuite
SuiteApp, developed by Next Technik,
and is designed to extend NetSuite so
that it meets the needs of a field service
operation.
This document will cover the areas of
SuiteApp evaluation to be considered and
understood, which will help you decide
whether NextService is the right solution
for your field service operation.
Each section includes a “Buyers Insight”
to help inform your buying decision.
www.nexttechnik.com
1. What is a Built for NetSuite SuiteApp?
1.1. How is a SuiteApp different from a standalone application?
1.2. What are the different types of Built for NetSuite Apps?
1.3. Native vs Integrated - Why does it matter?
2. Our Products Explained
2.1. NextSchedule -
For depot services or small field service team
2.2. NextService - For field service without inventory
2.3. NextService FSM -
For field service with inventory management
2.4. Product Feature Matrix
3. SuiteApp Comparison
4. Your SuiteApp Journey
4.1. Engagement
4.2. Adoption
4.3. Optimization
5. Choosing a SuiteApp Solution
6. About Next Technik
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Contents
www.nexttechnik.com
What is a Built for NetSuite SuiteApp?
NetSuite is a business platform built from the ground up as a genuine multi tenanted cloud enterprise resource planning solution. As a NetSuite customer you may have encountered SuiteCloud infrastructure either directly or as tool used by your service partner to enhance NetSuite.
From scripting and workflows to analytics
and web services, SuiteCloud developer
tools in the hands of qualified users
and consultants allow organization to
continually evolve NetSuite to meet their
business needs while minimizing the risk of
broken systems during upgrades.
One size does not fit all
NetSuite recognized over ten years ago
that it is complicated to be all things to
all people. By opening its customization
layer to professional development partners
customers benefit from a world class cloud
ERP solution extended by industry leading
professionals who are experts in their field.
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Buyers Insights
Is the web app listed on the
SuiteAll.com site?
Only NetSuite certified web apps
can be listed on the SuiteApp site.
Is the app developer a NetSuite
SDN Partner?
This ensures that the app is licenced
to use the Built for NetSuite logos
which infers certification.
This created a marketplace of apps
for customers to extend NetSuite
functionality and allow customers
to get the best of a single platform
approach combined with best-in-class
solutions.
SuiteApp.com marketplace
The SuiteApp marketplace lists
products that have been certified by
NetSuite as being developed by a
Software Developer Network (SDN)
partner like Next Technik.
Has the SuiteApp received any
recent reviews?
This will indicate if the SDN partner is
actively maintaining their application,
servicing customers and is viable as
a partner.
SDN partners build SuiteApps as part
of the “Built for NetSuite” initiative.
The program provides guidelines,
design principals and best practice
technical security.
This ensures that NetSuite customers
who deploy a SuiteApp get a solution
that is aware of how NetSuite works
and is certified by NetSuite to operate
in a fashion that is consistent with
NetSuite development practices.
www.nexttechnik.com
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How is a SuiteApp different from a standalone application? Applications that are built standalone from
NetSuite are not “NetSuite Aware”.
The developers of these applications may
have very little knowledge or understanding
of how NetSuite works. There is no sharing
of resources, development environments are
completely different and maintenance and
upgrades occur independently.
SuiteApps on the other hand are built by developers
who are intimately aware of how NetSuite works,
utilize NetSuite resources to enable features, are
kept informed of NetSuite roadmap and have
access to the NetSuite development platform.
While many good standalone web applications
have an open Application Programming Interface
(API) this is only part of the solution. For a third-
party application to integrate with NetSuite via an
API you will need an integration developer that
knows both applications and can ensure that data
flows seamlessly between both platforms via their
integration.
SuiteApp developers like Next Technik have already
completed the hard work. They have built their
solution using the native NetSuite SuiteCloud
development platform and used the provided
NetSuite development components to guarantee
interoperability, performance and security.
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Buyers Insights
Does the standalone app require integration with NetSuite?
If yes, either source a proven connector or get a fixed price
quote that fully specifies both end points before proceeding.
Does the standalone app API use token-based
authentication?
This improves security and eliminates the need to rotate
passwords.
To avoid complicated integrations and potential security
issues source a SuiteApp that is Native Built for NetSuite.
www.nexttechnik.com
1.1
What are the different types of Built for NetSuite Apps?
NetSuite categorizes SuiteApps using Built for NetSuite
(BFN) Badge types to help SuiteApp buyers understand
the level of integration provided by the SuiteApp partner.
Buyers Insights
Does your NetSuite deployment use custom
records, fields, forms and workflows?
Complex integrations increase project risk.
NATIVE SuiteApp
Native Built for NetSuite SuiteApps are entirely on
platform and hosted in the NetSuite Customer
account. Code, data and application pages are
deployed into the NetSuite customer account with no
integration required. All components of the SuiteApp
are evaluated during the Native BFN review process as
they reside fully within NetSuite.
INTEGRATED SuiteApp
This is a standalone application that has data
integration with NetSuite via a custom integration
or a generic connector. NetSuite only evaluates the
components of the integration and does not examine
any of the features of the actual application for this
type of BFN badge.
HYBRID SuiteApp
This type of SuiteApp is a combination of on platform
and external components. Data, business processors
and application logic may exist external to the NetSuite
platform and will require integration into NetSuite,
similar to that required for an Integrated SuiteApp.
6 www.nexttechnik.com
1.2
Native vs Integrated Why does it matter? One of the significant benefits of Cloud
Software is the emergence of open
Application Programming Interface
(API) standards. This has spawned a
massive connector marketplace for cloud
applications that need to share data.
Without getting too technical, integrations fall
into two main categories:
1. Periodic synchronization of data in batch
mode between third party systems. Typically,
this is used to keep master record data like
employee, supplier, customer and contact
records up to date between systems.
Depending on the business requirements
periodic synchronisation of data might be
enough and, in those projects, integration
risk is reasonably low.
2. Transactional integration that requires near
real time data processing due to complicated
interrelated business processors and decision
making. Use case scenarios which require
integrated transactions and accounting
significantly increase project risk.
While there are many successful integration
projects, the common feedback is that
complexity is underestimated, costs not fully
explained, and configurations that change
often involve multiple organizations to
implement.
Alternatively, Native NetSuite solutions
are built on NetSuite entirely, so entity,
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transaction and record definitions do not
require synchronisation or integration.
For example, when a user enters a Timesheet
into the NextService Mobile application, a
standard NetSuite timesheet record is created
and is immediately available for processing.
www.nexttechnik.com
Buyers Insights
Do you need a third party to
integrate apps?
Integrating via third party connector
apps means that support is provided
by three separate organizations.
Are all records stored in NetSuite?
Native means standard NetSuite
transactions and entity records are
used to store SuiteApp data.
No integration required.
What is the budget allocated
to integration?
Buying a Native SuiteApp means
that budget normally spent
on integration can be used for
improvement and optimization.
1.3
Our Products ExplainedNextService can be licenced with or without inventory management and is
ideal for organizations for more than 10
field service staff.
Alternatively, NextSchedule can be
licenced standalone for organizations that
have a small field service team or depot-
only service type requirements.
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Key Features
• Work Order / Case Management
• Scheduling Teams / Crews
• Asset and Location mapping
• Service and Asset History Reports
• Third Party Billing
• Programmed Maintenance
Schedules
Includes
• Service Roles, Saved Searches
and Reports
• Multi Subsidiary Support
• Single Country
Key Features
• Work Order / Case Management
• Scheduling Teams / Crews
• Asset and Location mapping
• Service and Asset History Reports
• Third Party Billing
• Programmed Maintenance
Schedules
Includes
• Essentials Mobile (10 Users)
• Service Roles, Saved Searches and Reports
• Multi Subsidiary Support
• Single Country
Key Features
• Work Order / Case Management
• Scheduling Teams / Crews
• Asset and Location mapping
• Service and Asset History Reports
• Third Party Billing
• Programmed Maintenance Schedules
• Inventory items on Quotes
and Sales Orders
• Parts Warranties, Returns
and Transfer Orders
• Van location stock management
• Custom data capture forms
Includes
• Premium Mobile (10 Users)
• Service Roles, Saved Searches and Reports
• Multi Subsidiary Support
• Single Country
NextServiceFSM Edition
www.nexttechnik.com
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For depot services or a small field service teamBuilt on NetSuite CRM, NextSchedule works
seamlessly with Tasks and Case Management.
For service organizations that schedule work orders, jobs or tasks. Includes an advanced easy to use drag and drop scheduling solution with real time display, configurable filters and drilldown. Schedule board extensions allows users to filter people, work orders and manage unassigned tasks.
Use Case Service Managers and Customer Support teams that
require visual scheduling for service requests, mapping of assets and service locations. Provides users with drag and drop scheduling aided by configurable filters and views.
Ideal as an entry level solution for small field service organizations that do not track inventory, or service operations that manage depot services.
When used with Essentials Mobile, users can complete forms, tasks, record time, submit expenses and capture signatures from the field.
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Available Add-Ons • Additional Country Codes for multi subsidiary
organizations operating in multiple countries.
• Custom Forms. Deploy custom data capture forms
for use in the field.
• Essentials Mobile (10 Users).
www.nexttechnik.com
2.1
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For field service without inventoryBest suited to organizations that do not track
inventory items. For field service operations that
primarily schedule visits, require proof of activity and
capture site data.
Includes all the features from NextSchedule for work
order, job and task scheduling, plus Essentials Mobile for
job and expense tracking. Includes an advanced easy
to use drag and drop scheduling solution with real time
display, configurable filters and drilldown. Schedule board
extensions allows users to filter people, work orders and
manage unassigned tasks.
Best suited for Professional Services, Health, Consulting,
Location and Third-Party Asset based Field Service
Organizations.
Use Case Service Managers and Customer Support teams that
require visual scheduling for service requests, mapping of
assets and service locations. Provides users with drag and
drop scheduling aided by configurable filters and views.
Essentials Mobile enables users to complete forms, tasks,
record time, submit expenses and capture signatures from
the field.
Essentials Mobile includes:
• Service and Asset history
• Time and Expenses
• Signature Capture
Available Add-Ons
• Additional Country Codes for multi subsidiary organizations operating
in multiple countries.
• Custom Forms. Deploy custom
data capture forms for use in the
field.
2.2
www.nexttechnik.com
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For field service with inventory managementBuilt for organizations that distribute and service
equipment, sell parts, or manage assets in the field.
Ideal for break fix and preventative maintenance
servicing.
NextService FSM includes all the features from
NextService plus Premium Mobile which enables
inventory management, quotes and sales orders in the
field. Customers can also licence Essentials Mobile for
light and subcontractor users.
Best suited for Equipment Services, Wholesale
Distribution, IT Services, Manufacturing and Retail
industries with break fix and equipment and asset field
service requirements.
Use Case
Service Managers that require visual scheduling for
service requests, and mapping of assets and service
locations. Mobile users that require inventory and
transactions in the field.
Premium Mobile includes:
• Service and Asset history
• Time and Expenses
• Signature Capture
• Data Capture Forms
• Quotes, Sales Orders, Transfer
Orders and Returns
Essentials Mobile includes:
• Service and Asset history
• Time and Expenses
• Signature Capture
Available Add-Ons Additional Country Codes for multi
subsidiary organizations operating in
multiple countries.
2.3
www.nexttechnik.com
NextServiceFSM Edition
Product Feature Matrix
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Next Technik Product
Work Order / Case Management
Scheduling Teams /Crews
Asset and Location Mapping
Service and Asset History Reports
Third Party Billing
Programmed Maintenance Schedules
Inventory Items on Quotes and Sales Orders
Parts Warranties, Returns and Transfer Orders
Van Location Stock Management
Custom Data Capture Forms
Add-on Add-on
Add-on Single + Add-on
Single + Add-on
Single + Add-on
Single + Add-on
10 Licences
10 Licences
Countries
Essentials Mobile
Premium Mobile
NextSchedule NextService NextService FSM
Buyers Insights
• Select the product that best suits your
organization needs.
• If your organization manages inventory, captures
data in the field, utilises a combination of in
house and subcontractor service technicians
then NextService FSM is the best value.
2.4
www.nexttechnik.com
SuiteApp Comparison
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Following is a summary of the key factors to consider when selecting an app for your field service operation.
ProductNative
BFNNative
Integration*Schedule &
DispatchMobile Access
Proof of Service
MobileForms
Mobile Quote, Sales, Invoice
Mobile Inventory
ManagementAsset
ManagementProgrammed Maintenance
SubcontractorLicence
DSI FieldService
GeoPal
FieldAware
Service Pro
AVT Resource Management
NetScore
Fiix CMMS
Shepherd
Eureka Solutions
NextService FSM
NextService
NextSchedule
www.nexttechnik.com
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* SuiteApp “Native integration” means that all NetSuite transaction types are supported, and that NO integration services are required.
Your SuiteApp JourneySelecting the right SuiteApp for your field service
operation will improve customer engagement, reduce
operational overheads and allow your organization to
grow confidently while maintaining service levels.
Implementing the wrong systems can lead to lost customers,
overworked service teams and low morale.
Next Technik has helped organizations select the right
field service SuiteApp for NetSuite by focusing on business
outcomes rather than project timelines. Here’s the journey
that we take our customers on when evaluating NextService
for their field service management.
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2. Discovery - Main team interaction
We agree on a list of business
challenges to be addressed and
expected outcomes to be achieved
as part of adopting NextService in
your business. Understanding the
opportunities, savings and efficiency
gains of the solution helps build an
effective return on investment
business case.
3. Demonstration - Main team interaction
Product presentation focused on
highlighting how NextService delivers
potential benefits and gains for the
business agreed during the discovery
meeting. By focusing on the expected
outcomes and seeing how those
outcomes are best delivered, Next
Technik helps customers create a vision
for how the business will operate with
NextService in place.
4. Alignment - Main team interaction
Once we have confirmed the value
to your business, we conduct an
alignment meeting to ensure that key
users understand how their business
process will change when adopting
Next Service. It is our experience that
organizations that align business
practice to NextService Leading
Practices for NetSuite go live faster
with fewer complications.
5. Investment Proposal Presentation
Stakeholder meeting
By this stage we expect to fully
understand the opportunities, savings
and efficiency gains that can be
achieved by selecting NextService
as your field service solution built for
natively for NetSuite.
EngagementWe begin the journey with a Customer Engagement
journey designed to mitigate the risk of SuiteApp selection
and customer deployment. Customer engagement is a
five-step process with three main team interactions.
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4.1
1. Engage - Meeting with stakeholders
Next Technik will conduct a Solution Overview
session designed to inform your team of the
potential for NetSuite + NextService to meet your
business requirements. Without participating in
a solution overview session, customers tend to
focus on gaps in current systems rather than on
aligning expectations to new potentials.
www.nexttechnik.com
AdoptionAfter successfully completing our Customer
Engagement journey we embark on Customer
Adoption to deliver on expected business outcomes.
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Built on leading Agile project
practices, adoption begins with
a rapid deployment of a vanilla
ready-to-use NextService build
that organizations can adopt
with minimal tailoring out-of-
the-box.
This provides significant
value as it allows operations
to immediately benefit from
Initiation Prove Confirmation Launch Optimization• User acceptance testing
• Training
• System walk through• Phase one configuration
• Data migration• System go-live• Hands on support
• Phase two configuration
• Milestone meetings
• Stakeholders• Milestones & timelines• Bundle deployment
Initiation Prove Confirmation Launch Optimization• User acceptance testing
• Training
• System walk through• Phase one configuration
• Data migration• System go-live• Hands on support
• Phase two configuration
• Milestone meetings
• Stakeholders• Milestones & timelines• Bundle deployment
Initiation Prove Confirmation Launch Optimization• User acceptance testing
• Training
• System walk through• Phase one configuration
• Data migration• System go-live• Hands on support
• Phase two configuration
• Milestone meetings
• Stakeholders• Milestones & timelines• Bundle deployment
OptimizationOptimization services are provided as part of the
Next Technik support program and enabled by your
Customer Success Manager.
Depending on the required level of engagement your
assigned Customer Success Manager will work with
your organization to incrementally optimize forms
and workflow to maximise the benefits of selecting
NextService.
We have found that customers that embrace rapid
deployment and investment in continuous optimization
focused on business outcomes generate the fastest return
on investment when selecting NextService as their native
built for NetSuite field service solution.
www.nexttechnik.com
4.2
4.3
dynamic scheduling, real time
job assignments and field
activity tracking.
Many customers chose to
defer custom forms and
workflows to the Customer
Optimize stage to enable
the organization to provide
real life user experience with
NextService.
Choosing a SuiteApp Solution
Naturally, at Next Technik, we strongly believe that NextService is the best available field service solution for NetSuite, and the obvious choice for organizations wanting to maximize efficiency and return on investment.
After all, NextService is:
1. A Native Built for NetSuite SuiteApp that
does not require integration, which reduces
deployment risk and ongoing support costs.
2. Built by Next Technik, an SDN NetSuite
partner who has invested heavily in defining
NetSuite Leading Practices for Field Service
organizations.
3. Adopted successfully by NetSuite customers
who Engage and then Optimize both NetSuite
and NextService to maximise return on
investment.
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Book your Customer Engagement
meeting now to begin your
NextService journey with us.
info@nextservicesoftware.com
(AU) 1300 60 44 22
(USA) 844 631 9110
Melbourne
95 Highbury Road
Burwood Victoria 3125
Sydney
23-25 Muriel Ave
Rydalmere NSW 2116
Texas
400 Chisolm Place, Suite 310
Plano TX 75075
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www.nextservicesoftware.com
About Next Technik Vision
“Improve Customer Engagement Through Field Mobility”
Make better decisions with real time information.
Customer engagement is the key to success and essential for
every business. The process of actively building, nurturing,
and managing relationships with customers enables business
to thrive.
Great things start with fearless focus
Every project is a challenge and an opportunity to continually
grow and enhance our software. Our NetSuite developers
love bringing new ideas to life and exceeding our client’s
expectations.
At Next Technik, we have chosen to focus on NetSuite, the #1
Cloud Business Management Software Platform to develop
our software. Our applications leverage the power of NetSuite
and enhance customer engagement through our field
mobility solutions.
With a clear focus comes expertise and depth of knowledge.
We are NetSuite development experts who know how to
enhance and leverage the power of the NetSuite technology
stack. We understand the core building blocks and can
develop, deploy, bundle and manage new applications
seamlessly for our clients.
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Next Technik
We are a leading Oracle NetSuite SDN Partner operating
from Melbourne Australia (HQ) and Dallas USA. We have an
international customer and partner community spanning
North America, Europe and Oceania.
Next Technik are the developers of NextService, a Built
for NetSuite Native SuiteApp, which enables NetSuite for
Field Service. Specializing in Field Service Management
Scheduling and Mobile Field applications, Next Technik helps
field service, asset maintenance and facilities management
organizations maximize their investment in NetSuite.
“We improve customer engagement
through field mobility and customer focus.
Our award-winning application ‘NextService’
embodies this vision and focus.“ Annaliese Kloe CEO and Founder
www.nexttechnik.com
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info@nexttechnik.com
Call (AU) 1300 60 44 22
(USA) 844 631 9110
Melbourne
95 Highbury Road
Burwood Victoria 3125
Sydney
23-25 Muriel Ave
Rydalmere NSW 2116
Texas
400 Chisolm Place, Suite 310
Plano TX 75075
www.nexttechnik.com
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