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Author Archives: Juliette Ferraro

  1. Veterans Day Q&A with Jerry Gross: Lessons in Leadership and Service

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    In honor of Veterans Day, we sat down with Jerry Gross, a former US Air Force Captain and seasoned service leader with a career spanning several decades. Jerry’s journey took him from developing missile systems in the Air Force to leading global service businesses in high-tech companies. Today, he leverages his experience to consult with technology companies on building and managing service organizations. In this Q&A, Jerry shares his reflections on his military experience, its impact on his career in field service, and the lessons that continue to shape his approach to leadership.

     


    Early Experience and Transition

    Q: Could you share a bit about your time in the US Air Force and your main responsibilities there?
    Jerry: I went on active duty as a 2nd Lieutenant right after graduation, working as a systems development engineer. I was stationed at Eglin AFB in Florida under what was then called Air Force Systems Command. My responsibility was to lead the development of rocket motors and warheads for missiles used by the Air Force and Navy. This role required working closely with military users and contractors to ensure that the missiles met technical, cost, and schedule requirements. I did that for four years before separating from the Air Force as a Captain in 1987.

    Q: What prompted you to transition from a military career to field service? Was there a particular moment or inspiration?
    Jerry: Deciding to leave active duty was a difficult choice, but I had a family by then, and I felt it was the best decision for them. I initially continued my work in missile systems as a Program Manager in the defense industry. However, in 1995, I transitioned into the high-tech industry and the service business, which became my core focus for the remainder of my career. So, it was a roundabout path, but I found my true calling in services.


    Skills and Lessons from the Air Force

    What are some of the most valuable skills or lessons you learned in the Air Force that prepared you for a career in field service?
    Jerry: So many things! There’s a saying that you never really take the uniform off, and I found that to be true for me. Veterans have a broad range of experiences depending on their roles, but some shared characteristics include:

    • Confidence: The military provides early responsibility, which instills a level of confidence that might not be common at that point in a civilian career. This early testing prepared me to embrace responsibility head-on.
    • Accountability: Veterans often bring an extraordinary level of ownership and passion for success. While not unique to veterans, it’s a common trait that I’ve carried throughout my career.
    • Leadership: In the military, leadership is not about posturing but about service to your team. I learned to be flexible in my approach, tailoring my leadership style to fit each team member’s capabilities and challenges.
    • Adaptability: I faced many “sink or swim” situations early in my career. For example, at just 23 years old, I was sent to review a contractor’s work on a business trip. My boss’s advice was simple: “If they can’t explain it to you clearly, then they probably don’t understand it either.” That gave me the confidence to navigate new and challenging situations.

    Q: How did having to adapt quickly to new situations translate into your work in field service?
    Jerry: Every day is a new day in field service! Because we are so close to the customer, we feel their changing dynamics and must continuously make good technical and business judgments while maintaining relationships. Success in this field demands a flexible mindset. This applies just as much to leaders as to practitioners—perhaps even more so. Adaptability is essential in field service.


    Career Insights and Challenges

    Q: The Air Force emphasizes leadership and working as part of a team. How did those experiences shape the way you collaborated with colleagues or managed teams in field service?
    Jerry: As I mentioned earlier, leadership is a service you provide to your team. Applying the principle of situational leadership—tailoring your style to each teammate—is critical. In field service, while we design processes to achieve intended outcomes, real life is often more complicated, requiring judgment and empowerment.

    I always worked to ensure that everyone in the organization clearly understood our strategy. Once that’s in place, the team is empowered and required to make decisions aligned with the strategy. If a situation requires a decision outside of it, that becomes an escalation to the appropriate leader. This approach builds an agile team capable of thriving in a dynamic environment while fostering individual growth, which is crucial for long-term success.

    Q: If you could share one piece of wisdom with younger veterans just entering the workforce, what would it be?

    Jerry: Some of us will find roles in business that closely match our technical experience from the military, but for most, the civilian job landscape will look very different. It’s essential to step back and consider the broader perspective of what you’re bringing to the workplace beyond the immediate job requirements. Reflect on the unique qualities in your “personal toolbox” that can help you thrive in this new environment. Think about your intangibles—your mission-focused mindset, emotional intelligence, and commitment to service.

    In both business and the military, true success often comes from prioritizing the needs of others within. This approach fosters loyalty, which fuels growth, reinvestment, and ultimately better service—a cycle that benefits everyone involved. And remember, you are in charge of your own career path. Embrace that responsibility, and you’ll create opportunities for growth and fulfillment.

  2. The 3 Major Benefits of AI-Powered Self-Service Chatbots for Service Operations in 2023

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    Today’s service delivery culture is an on-demand one. 

    When customers need to troubleshoot an issue or order replacement parts, they want quick and efficient solutions. And in customers’ eyes, it’s even better if organizations can offer a self-service option available around the clock.

    Innovative service leaders are approaching this new reality with AI in mind. They are finding ways to leverage intelligent self-service chatbots to:

    1. Intelligently troubleshoot product issues
    2. Direct customers to the replacement parts in an eCommerce experience
    3. Provide service 24/7

    In this article, we will explore these three significant benefits of AI-powered chatbots for service operations, focusing on how they can reduce costs and increase parts revenue. We’ll also take a closer look at how Aquant is leveraging the power of AI to provide even more self-service options. 
     

    The Benefits of AI-Powered Self-Service Chatbots for Service Operations

    Reduced Inbound Calls

    Hiring a team of customer service representatives is expensive. A customer calling a call center costs companies an average of 10 times more than if they were to utilize a self-service option. 

    AI-powered chatbots offer customers access to easy-to-use, intelligent troubleshooting apps that help them solve their issues instantly and without human intervention. 

    These chatbots give your customers direct access to the combined knowledge of your best technicians, not just what’s available on your website. The chatbot asks your customers simple questions about the issue they’re experiencing and dynamically reviews your historical service data to match symptoms with solutions. It can also provide recommended actions, replacement parts, or next steps within seconds.

    By reducing the workload of human agents, chatbots can also help businesses save on labor costs, leading to increased profitability. Overall, this results in happier customers and increased cost efficiency.
     

    Intelligent Troubleshooting & Increased Sales of Replacement Parts

    Companies are also leveraging AI-powered chatbots to help sell more replacement parts. This seamless experience happens when the chatbot makes recommendations to customers based on the outcome of the self-serve troubleshooting experience.

    When these chatbots review customer issues, they often understand precisely which parts should be replaced to get things working again. After the chatbot recommends a solution, it can also quickly link customers to a buying experience on your website.

    These are high-intent site visitors with a clear need, so directing them to a part within your eCommerce experience is a slam dunk for increasing part sales and generating revenue.
     

    24/7 Availability

    Customers expect immediate assistance, even outside of regular business hours. AI-powered chatbots can provide 24/7 support, ensuring customers can always access help when needed. This can increase customer satisfaction, as customers do not have to wait until the next business day to resolve their issues. 

    Chatbots can also handle multiple inquiries simultaneously, so customers do not have to wait in long queues or on hold. Overall, this leads to a more positive customer experience.

    FAQs

    Q: How can a chatbot troubleshoot issues for my customers?

    A: AI-powered chatbots review your historical service data to align symptoms with solutions. Based on a customer’s observation, the chatbot dynamically pulls the next best question to ask. This helps it zero in on the most-likely fix.

    Q: Are these chatbot experiences a static decision tree?

    A: No. AI-powered chatbots from Aquant dynamically review data to present the fix with the highest degree of accuracy. The chatbots are given feedback from several sources on their recommended fixes and become more accurate as time passes.

    Q: Can chatbots handle multiple inquiries simultaneously?

    A: Yes. Chatbots can handle multiple inquiries simultaneously, reducing wait times for customers.

    Q: Can the chatbot experience be customized to match my website’s branding?

    A: Yes. The chatbot experience can be customized to your needs to create a cohesive brand experience that builds customer trust.
     

    AI-Powered Chatbots and Search Tools from Aquant’s Service Intelligence Platform

    Aquant’s AI-powered chatbot functionality drives significant efficiency gains, improved customer satisfaction, and cost savings for service organizations in their Shift Left journey. We work with leading companies to make the minds of their best technicians and customer service representatives available instantly to their customers online and deliver high-intent buyers directly to their digital sales teams’ eCommerce experiences. 

    These are just some ways that AI for service operations puts service leaders in the limelight. Check out more interactive Service Intelligence demos to see how your organization can benefit at every stage of the service lifecycle.

  3. Data-Driven Service: What is a Service Intelligence Platform and How Can it Help You Exceed Customer Expectations?

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    Discover what a service intelligence platform is, how it works, and how it can help improve efficiency and customer experience for service organizations.
     

    Key Takeaways

    1. Service Intelligence platforms are made up of two distinct toolsets – Intelligent Troubleshooting tools & Prescriptive Analytics tools
    2. Historical data from your service tickets, call logs, machine logs, and even technician notes are processed and run through models that group symptoms with highly relevant fixes
    3. These tools instantly diagnose issues and give end-users, call center professionals, and field service technicians an immediate understanding of how to repair an issue, or what parts could be replaced to fix an issue
    4. Prescriptive reporting tools generate insights that service managers turn into strategies for optimizing service delivery and improving efficiency
    5. You can use these platforms to help customers self-serve, improve phone resolutions to reduce truck rolls, improve first time fixes in the field, and manage a more effective workforce.

     

    What is Service Intelligence–and why is it important?

    Any service interaction with your customers generates valuable information you can use to understand how each and every issue with your product can be repaired. These interactions (and the data they generate) are the building blocks of Service Intelligence. Typical service interactions include:

    • Calls with a customer support team
    • On-site visits (and repeat visits) from a field service team
    • Reports of asset breakdowns 
    • Asset in need of preventative maintenance program 
    • Effectiveness of preventive maintenance activities
    • Purchase orders for assets and parts
    • Maintenance logs
    • Technician job notes
    • Technician domain knowledge


     

    What does a Service Intelligence Platform do?

    Service intelligence platforms use natural language processing and machine learning to combine historical service data with input from your most experienced technicians, turning it into your secret weapon for uptime.

    This knowledge is made available as hands-on troubleshooting tools designed to give your end-users, customer service professionals, field service technicians, and service managers the exact information they need, right when they need it.

    Service intelligence platforms are made up of these components:

    • Troubleshooting and triage tools that deliver the collective knowledge of your most experienced technicians to any end-user, customer service pro, or technician
    • Workforce reporting that measures how well each of your technicians is performing in the field and provides guidance on types of training they can benefit from
    • Asset reporting that identifies potential issues or engineering challenges with your products
    • Customer success reporting that identifies your performance relative to each customer and predicts escalations before they occur

     

    Here’s how Service Intelligence Platforms improve operating efficiency…

    Each extra step your team takes to resolve a service issue can dramatically increase your costs and end-user frustration. What would it mean for your business if you could reduce service calls, truck rolls, and call-backs each by 10%?

    Here are the major benefits of implementing a Service Intelligence Platform…
     

    1. Improve self-service & reduce inbound service calls

    Imagine if your customers could instantly understand what’s wrong with their asset…

    With self-service tools embedded directly into your website’s service portal or homepage, end-users can use a chat function to explain their issue and diagnose the issue in seconds. From here, they’re halfway to purchasing the needed part online or being connected to a support person who already knows the issue they’re experiencing and how to help.

    Talk about empowering your customers!

     

    2. Improve phone fix rate and reduce truck rolls

    Service Intelligence tools put all of your historical data and best technicians’ knowledge directly into your support teams’ hands. Even a brand new customer service rep can answer a call, enter the issue the caller is experiencing into their computer, and know exactly which questions to ask to quickly zero in on the root cause.

    With the right fix in hand, they can guide your customer through the fix themselves to eliminate an expensive truck roll. If it’s a bigger issue, they can tell your field service team exactly what to expect on-site and provide a list of parts they should have on hand.

     

    3. Improve first time fix rate in the field and reduce callbacks

    Your field service technicians’ time is best spent on fixing problems and moving to the next job site rather than scratching their heads trying to diagnose an issue.

    Mobile troubleshooting tools let them enter the issue they’re seeing and immediately learn which fix is needed. No more wasting money on replacing the wrong parts, or coming back to job sites when a repair doesn’t hold.

     

    4. Build a 360-degree view of your service organization’s performance

    Service managers rely on service intelligence platforms’ prescriptive analytics to crunch performance data at the customer, asset, team, and technician levels and tell them exactly where to focus their precious time and effort.

    These tools identify the 20% of effort that is going to generate 80% of the results each week — whether it’s focusing on training needs for an underperforming team, knowing which customers could use a check-in, or realizing that an asset in the field is at high risk of failing.

     

    Service Intelligence from Aquant is ready for action

    We want you to deliver efficient, effective service experiences that make your customers say “wow.”

    The Aquant Service Intelligence Platform has everything your service and support managers and technicians need to reduce costs, improve efficiency, and deliver high-end customer experiences like never before. Our prescriptive analytics and intelligent troubleshooting tools enable a ‘shift left’ approach to reduce strain on your resources at each touch point across the service cycle — ultimately improving your bottom line.

    Request a demo today to level up your service delivery at every stage.