The First 90 Days with Field Service Software: What to Expect
The first 90 days with field service software are about getting from decision to daily use. Typically, the first period goes to mapping workflows and getting data ready, the next to a pilot and training, and the last to a full rollout and the first adjustments. Microbizz is a Danish field service management platform for task and project management, and the timeline depends on the size and scope of the company. 90 days is therefore a frame to plan against, not a guarantee.
What happens in the first three months?
The process builds on Microbizz's four steps: understanding and data readiness, pilot, training and anchoring, and follow-up and adjustments. Here they are spread over three periods. How long each step takes depends on you.
Days 1 to 30: Understanding and data readiness
The first month is about the foundation. Together with Microbizz, you map your business, workflows, and existing data, so there is something solid to build on. You take part yourself, because the knowledge held by your key people needs to become shared ways of working.
Use the time to define a first phase as well. Start with what creates the most value in daily work, for example task management, time and materials registration, and invoicing basis, and let the rest wait. Set two or three goals you can follow up on later, for example faster invoicing or less duplicate work.
Days 31 to 60: Pilot and training
In the second month, a selection of your employees tries out one complete workflow, from the task being created to time and materials being registered and the invoicing basis being ready. You choose the pilot users from the office and operations yourself. The purpose is not only to test the system but to build ownership, so the pilot users can later help their colleagues.
Along the way, the setup is adjusted, and administrators and employees are trained. Microbizz plans the training together with you, so the right people get it at the right time. Field employees use the mobile app, so time and documentation are registered on the task while the work is being done.
Days 61 to 90: Rollout and first adjustments
Once the pilot has shown that the workflow works, the solution is rolled out to the rest of the organization. The first weeks in operation normally reveal something that needs adjusting, and that is part of the process. Microbizz follows up and adapts the solution, and you can create your own forms and workflows and set up your own start pages as your needs grow.
Day 90 is not the finish line. Go-live is the beginning of value creation, and the value comes from following up, adjusting, and expanding over time.
How do you know the system has landed?
Signs that it works in daily operations
After 90 days, you should be able to see a difference in daily operations. Here are examples of what you can look for:
- Tasks are created, updated, and closed in the system instead of in spreadsheets and on paper slips.
- Employees register time and materials on the task while the work is being done.
- The office pulls the invoicing basis from the system instead of collecting information afterwards.
- Pilot users help their colleagues, so not everything goes through one key person.
- You adjust forms and workflows yourselves when your needs change.
These are examples, not requirements. Choose the signs that fit the goals you set in the first month.
Typical mistakes in the first 90 days
Implementations that go off course often share the same causes: too many demands at once, data that isn't ready, training at the wrong time, and no follow-up after go-live. It helps to start small, and for management to prioritize the effort, so the way of working becomes anchored in the organization.
Frequently asked questions about the first 90 days
How long does it take to implement field service software?
It depends on the size of the company, how many functions you start with, and how ready your data is. Microbizz does not state a fixed timeframe, but says in one of its own articles that an implementation need not take a year or more. 90 days is a practical frame to plan against.
Do all functions need to be running after 90 days?
No. The process starts with the most important functions and is built out in phases, so it stays manageable and the risk is lower. You can add the rest once the first phase works, for example through the platform's modules.
Who should take part in the pilot?
Pilot users from both the office and operations, chosen by you. Pick employees who know the workflow well and who can help their colleagues afterwards.
What does it require of us as a company?
You take part in mapping workflows and data, select pilot users, and make sure administrators and employees are trained, planned together with Microbizz.
Where do employees find help after go-live?
In Micropedia, Microbizz's digital handbook with functions, processes, and guides, and from Microbizz, which follows up after go-live. You can contact Microbizz if you would like to hear what a process would look like at your company.
