Case Study

Pierre Fabre Optimizes Field Service Operations with Microsoft Dynamics 365 Field Service

Pierre Fabre struggled with an inefficient field service system. Zelite Solutions implemented Microsoft Dynamics 365 Field Service, optimizing scheduling, providing a mobile app for technicians, tracking inventory in real-time, and streamlining service requests, greatly enhancing productivity.

Industry
Pharmaceutical
Time Required
24 Months
Engagement Model
Time and Material
Solution
Dynamics 365 Field Service, Resco App
Current Phase
Live
Technologies
Dynamics 365 SDK, XRM Tool Box, Ribbon workbench, Module Driven App, Dot Net Core, Dot Net C#, XML, JSON, Java Script, Resco App

Introduction

Pierre Fabre, a global leader in the pharmaceutical industry, strives for operational excellence across all departments. However, their existing field service management system presented challenges with inefficient scheduling, limited communication, and manual inventory tracking. This case study explores how Zelite Solutions implemented Microsoft Dynamics 365 Field Service (D365 FS) to transform Pierre Fabre's field service operations, empowering them to deliver exceptional service to their customers.

Client Needs

Pierre Fabre required a solution to: 

  • Automate Scheduling and Dispatch: Streamline the process of assigning field service technicians to customer requests based on location, skillset, and availability. 
  • Improve Mobile Access for Technicians: Equip field technicians with a user-friendly mobile app to manage work orders, track inventory, and capture customer signatures electronically. 
  • Enhance Inventory Management: Gain real-time visibility into inventory levels across various locations to ensure technicians have the necessary parts to complete service requests efficiently. 
  • Centralize Service Request Management: Consolidate service request creation, tracking, and communication with customers into a single platform for improved visibility and efficient service delivery. 

Solution

Zelite Solutions implemented Microsoft Dynamics 365 Field Service (D365 FS) to provide Pierre Fabre with a comprehensive field service management solution. Key functionalities included: 

  • Automated Scheduling and Dispatch: D365 FS utilized advanced algorithms to consider technician location, skills, schedule availability, and job complexity when assigning service requests. This ensured efficient dispatch and optimized utilization of field resources. 
  • Mobile App for Field Technicians: D365 FS offered a user-friendly mobile app for technicians. The app provided access to work orders, schedules, customer information, inventory levels, and parts catalogs. Additionally, technicians could capture customer signatures electronically for service completion documentation. 
  • Inventory Management: D365 FS offered real-time inventory tracking across all locations. This empowered Pierre Fabre to maintain optimal stock levels, reduce the risk of stockouts, and minimize delays during service calls. 
  • Service Request Management: D365 FS facilitated the creation, tracking, and communication of service requests within a centralized platform. Customers could submit service requests online, while service representatives could manage requests, communicate updates, and track service progress efficiently. 

Implementation Process

Zelite Solutions followed a structured approach to implement D365 FS for Pierre Fabre: 

  • Data Migration and Integration: Existing service request and inventory data was migrated to D365 FS to ensure a seamless transition. 
  • System Configuration and Customization: D365 FS was configured to meet Pierre Fabre’s specific service workflows, scheduling preferences, and inventory management requirements. 
  • Mobile App Deployment and Training: The D365 FS mobile app was deployed to field technicians, followed by comprehensive training on its functionalities and best practices for on-site service delivery. 

Benefits

By implementing D365 FS, Pierre Fabre achieved significant improvements in their field service operations: 

  • Increased Field Service Efficiency: Automated scheduling, real-time communication, and mobile access for technicians streamlined service delivery, reduced response times, and improved first-time fix rates. 
  • Enhanced Customer Satisfaction: Faster service delivery, improved communication throughout the service journey (request submission, status updates, service completion), and efficient service completion with first-time fix rates led to a significant increase in customer satisfaction. 
  • Improved Inventory Management: Real-time inventory tracking across all locations minimized stockouts, ensured technicians had the necessary parts for service calls, and empowered Pierre Fabre to optimize inventory levels, reducing unnecessary storage costs. 

Results

The implementation of Microsoft Dynamics 365 Field Service by Zelite Solutions resulted in a measurable transformation of Pierre Fabre’s field service operations. Here are some key performance indicators (KPIs) that demonstrate the positive impact: 

  • Increased First-Time Fix Rate: D365 FS facilitated improved technician dispatching based on skillset and real-time inventory visibility, leading to a [quantifiable increase] in the first-time fix rate. 
  • Reduced Average Service Resolution Time: Streamlined workflows, mobile access for technicians, and efficient communication resulted in a [quantifiable decrease] in average service resolution time. 
  • Improved Customer Satisfaction Score: Pierre Fabre witnessed a [quantifiable increase] in their customer satisfaction score, reflecting faster service delivery, improved communication, and a focus on customer needs throughout the service experience. 

Conclusion

By implementing Microsoft Dynamics 365 Field Service, Pierre Fabre successfully transformed their field service operations. D365 FS provided a comprehensive solution that enabled them to: 

  • Automate scheduling and dispatch processes for efficient resource utilization. 
  • Empower field technicians with a mobile app for improved on-site service delivery. 
  • Gain real-time inventory visibility for optimal stock management. 
  • Centralize service request management for efficient communication and service tracking. 

This transformation empowered Pierre Fabre to deliver exceptional customer service, improve field service efficiency, and achieve operational excellence within their field service operations. 

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