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The Intersection of Client and Technician: Annual Software & User Experience Survey

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The Intersection

of Client and

Technician:

Annual Software &

User Experience

Survey

From new mobile options to the addition of sales and marketing

functions, new solutions are on the rise.

By CeCe Mikell

IN THE PAST 12 MONTHS, SINCE OUR FIRST field services and scheduling software comparison report, the #1 change in the competitive field is that most of the new options are be-ing designed by current or former cleanbe-ing business owners. So what does this say about what cleaning business owners need for improving the efficiency and efficacy of their opera-tional procedures?

In this 2014 User Experience Survey Report, two new soft-ware options join MaidEasy Softsoft-ware, all of which are de-signed by cleaning business owners and dede-signed specifically for use in operating a cleaning business:

MaidEasy Software 1999

MaidSuite 2014

ZenMaid 2013

CBT welcomes a growing group of more general home ser-vices software providers. While available and accommodat-ing to the needs of home services other than cleanaccommodat-ing, two of the most commonly adopted systems – ServiceCEO and Thoughtful Systems – are joined by emerging service provid-ers, many of which fill open system niches.

CompassWave 2010

Jobber 2010

Launch 27 2013

PocketSuite 2013

ServiceCEO, by Marathon Data 1984

ServiceProz 2009

Thoughtful Systems 1985

More than 50 software-as-a-solution (SaaS) providers were invited to participate in our survey at no cost.

OVERVIEW

As you consider the new data provided in our 2014 survey re-port, CBT can make the following observations based on new data and on changes since last year.

60% of software solutions are specialized pieces, filling a

specific portion of the larger service delivery mechanism rather than complete enterprise systems

80% of solutions engage on some level in core job

sched-uling activities, with 50% heavily focused on schedsched-uling

70% of solutions offer some level of employee recruiting

and tracking, with 40% offering a robust system

70% of solutions offer commission-based payroll calculation

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web-CeCe Mikell is the Editorial Direc-tor for Cleaning Business Today, coming to the cleaning industry from a 15-year career as a college profes-sor of communication and business. She also works with several cleaning business owners on business develop-ment projects.

Click here to contact

based or mobile app-based, not offering a traditional office (downloaded and installed) version

40% of the solutions offer a robust operational reporting

collection, with 100% offering some reports

20% of the solutions offer a basic personnel system, with

another 50% offering less than 50% of common person-nel data tracking activities

CLASSIC DEBATES

As new service solutions continue to emerge and enable the cleaning industry to evolve, our annual survey continues to validate the strength of several classic debates related to how and why to select different types of software solutions.

On-site versus Cloud

The move to more cloud-based and mobile app solutions is old news. Some of the evidence of that exists right here in the mi-crocosm of this survey: not one of the 21st-century solutions started as or offers an on-site (or downloaded and installed) version of their solution. But data security continues to be the dominant objection by those holding on to on-site versions; with the Target and Heartbleed security breaches earlier this year, it’s clear that data security remains a valid concern.

All-in-One versus Mix-N-Match

The dominant trend historically has been for cleaning business owners to adopt one of the all-in-one solutions but with the improvement in solution integrations and open APIs, connect-ing solutions together to reduce duplication of work and error is becoming easier. This debate may be an old-school versus new-school battle.

App versus No App

The rising trend shows that as much as 75% of internet users are on their phone or tablet rather than a computer, and 82% of those are using an app rather than a web browser. This makes the consideration of a mobile app – especially one available for consumer interaction – a much more vital piece of an overall technology-based solution.

For a more detailed look at the process of evaluating and se-lecting the best solution for your company and clients, check out Quantum Sweep: How to Choose Service Software for Your Cleaning Business.

PARTING ADVICE

The trickiest part of evaluating the features based on a checklist or comparison is that you still don’t know how good a program is until you’ve seen it and used it. Whenever possible, try out a free trial of a program. Create a small sample of easy, medium, and hard-to-please customers, perhaps 20, which you use to test solutions during the free trial periods. You want to confirm that

essential functions are part of the solution and that they operate in the way you need them to.

And remember that there’s no such thing as a one-size-fits-all solution. The variety in functionality and even how solutions are priced reflects the variety of business structures among cleaning businesses. This is the challenge faced by all service businesses – software as a service (SaaS) included: user reviews aren’t as reli-able as we need them to be because what works for one business isn’t necessarily what works for another. Cleaning business own-ers become keenly aware of this every time a bad review is posted.

Think of it this way: shop software the same way you want your future clients to shop you:

• Ask for references – current user companies whom you can call and talk to about what it really takes to make the solution work • Ask for number of current/active users – companies love to

cite lifetime adoptions, but you want to know how many are using it today, not guess how many of that larger number have moved on to a new solution

• Ask what the last two upgrades were and when they were released – this will give you an idea of how quickly the com-pany is moving on new developments

• Ask how customization opportunities work – what is the pro-cess for reporting a need and receiving a custom solution or even an upgrade for all clients

Whatever selling point tips the scales and convinces you to adopt a new software solution, be certain to give that solution your full atten-tion and a fair chance at meeting your needs: use every feature in at least one campaign, consult the support team frequently, give it those extra few hours each week to make sure you understand. Don’t let poor implementation be the reason the solution didn’t work for you.

Technology progresses at a rapid rate – both the hardware and software options. This year’s report and reflections are dramati-cally different than what we were able to report just 12 months ago; 40% of our participants this year have launched in that time. • Investigate solutions.

• Adopt what works.

• Implement to the fullest extent of the solution. • Stay competitive in a changing industry.

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