BPI 081-Field Service Management Study

BPI 081-Field Service Management Study

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BPI 081-Field Service Management Study

The Objective of the Study

Our client Buyer Persona Institute is a leading global consulting company was trying to understand about the evaluation of a software solution that helps field service technicians manage, inspect and repair utilities infrastructure.

The duration of the discussion lasted for about 30 minutes with the quota of 26 completes across US & Canada shared by the client.

Key Screening Points

The key screening criteria to be able to identify the experts should fall under the following criteria’s:

  • Being very specific on the Industry criteria, company’s primary business activity had to be Electric Utility Services only.

  • Talking about electricity services, the expert must have participated in the evaluation of a software solution to help organization’s utility manage the field service or construction effort.

  • The expert’s current department or functional group at work must be one of the following- Construction, Engineering and Planning, IT, operations or Service center Management in order to qualify on the criteria’s.

  • The expert must have evaluated more than 1 field service work solutions for his current organisation.

  • Lastly, the job level to be reached out for the study were-Manager, Director or VP.


Key Discussion Points

The interview with the experts were to highlight on the below mentioned points:

  • Brief description on the Field or construction services for electricity that the expert had personally participated in demos with providers offering this software solution.
  • The interview aims to gage the expert’s insights around the evaluation performed for this field service work solution within the last 12-18 months.
  • Analysis on the evaluations performed by the expert on the field service work solutions.
  • The factors affecting current status on the final decision making when talking about the selection of the new field service work solution.
  • Involvement of the expert in the end to end evaluation conducted by the buying committee for the solutions.

HBG Solution

  • Within 3 weeks, the HBG team successfully identified, mapped, and scheduled appointments with 10 experts across US & Canada.
  • Our team screened these professionals following a 2-step validation manner: -
    • Mapped and shortlisted professionals matching the scope at the same time as the usage of our proprietary internaler database and supplementing pinnacle resources inclusive of LinkedIn, ZoomInfo, D&B, etc.
    • Validated all shortlisted profiles whilst screening every prospect over call and shared final candidature for our client’s assessment/ approval
  • With a 100% show rate, the HBG group ensured every screened professional joined the session on the agreed appointment date and time.
  • Our group met the overall objectives inside the stipulated time frame with most excellent performance and efforts.

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