Case Study

Maschinenfabrik Reinhausen Digitalizes Global Technical Service with Solvares Field Service

Implementation of mobile app with features from checklists to travel expense reporting
Improved quality of service processes
Accelerated invoicing from up to 30 days to a maximum of 5 days
Maschinenfabrik Reinhausen GmbH (MR) operates in the energy technology sector and is the market leader in the regulation of power transformers with on-load tap changers. Worldwide, over 250 certified service technicians from 20 global service locations perform over 6,000 assignments per year. This ranges from the installation of new transformers, oil treatment measures, to the entire spectrum of maintenance of on-load tap changers for proprietary and licensed products as well as third-party products. MR’s technical service is available 24/7 and stands for the highest reliability and maximum availability.
To standardize, optimize, and digitalize the order processing of service technicians worldwide and thereby improve the quality of service processes, MR decided to implement a mobile solution in 2015. Additionally, this was also intended to accelerate invoicing and reduce manual rework by the back office.

Digitalization of Order Processing

Until 2016, the assignment of MR service technicians was carried out depending on the location either directly from SAP CS, a combination of SAP SD and various Office documents, or completely outside the SAP system. The technicians recorded their feedback in Excel-based service and deployment reports. As part of a global standardization and digitalization of MR’s service processes, service execution was also to be standardized and implemented via mobile software. As part of a tender process, MR decided on the mobile solution MOBILE X. The decisive factors were the flexible adaptability of the software to MR’s individual requirements and processes, as well as the ability to maintain the application, particularly the extensive checklists, independently.

Global Service Assignments from Germany

Since January 2017, MR’s service technicians operating from Germany have been using MOBILE X for their global assignments, which typically last one or more days. Via the mobile solution, they receive all relevant information about upcoming trips—including travel documents, order data, equipment data, and equipment history—directly from SAP CS on their fully rugged convertible notebook.

During maintenance, the service technicians capture the data for feedback directly at the deployment site, so that it is subsequently reported back immediately and automatically to SAP CS. They also report back material consumption from advance deliveries or from the technician’s warehouse via the solution, thereby simultaneously maintaining the installed base in SAP.

The feedback and service reports can be captured in multiple languages and take into account the different time zones. Before posting in SAP CS, the back office reviews the data for accuracy via the Solvares Field Service release monitor, thus avoiding incorrect postings and calculations.

After the implementation in Germany, the solution was successively rolled out in other countries. Since January 2018, the service experts in the USA have also been working with the solution.

Digital Travel Expense Reporting and Checklists

With the Travel Expense Manager module from Solvares Field Service, technicians can capture their expenses including photos of paper receipts, allowances, and mileage driven with a private vehicle quickly and easily in digital form. The trips are created in the module and populated with the data from the technician’s feedback.

Via the Solvares Field Service Add-On for SAP, the data is transferred to the SAP travel expense transaction PR05 for internal settlement and posting. This facilitates and accelerates the invoicing of orders. The trip number generated during posting is written back to the technician’s client, providing them with a better overview of their expense reports.

A particular challenge in the project was the digitalization of the extensive measurement and reporting system for service objects, which had previously been captured in macro-based checklists. For each machine type, there are different subforms that the technician must complete depending on the assignment. With the Dynamic Forms add-on module from MOBILE X, MR was able to digitally map the numerous lists and forms for the objects and integrate them into the new service process.

Instead of in Excel, the technicians now complete the forms in the mobile application, which are transmitted to the back office together with the feedback and archived. The relevant forms are automatically preselected based on installed base data and partially populated with product information.

Since MR technicians perform the majority of their assignments abroad, the forms are available in nine languages. This means the technician can complete them in their native language and send them in the customer’s language. MR’s specialist department maintains existing forms and develops new forms independently.

Conclusion: Improvement in Data Quality and Reduction of Invoicing Cycles

We decided on Solvares Field Service because MOBILE X best represents the complexity of the object characteristics captured on-site with subsequent posting via the release monitor in SAP CS. Through the implementation of the solution, we were able to achieve a sustainable improvement in data quality. In addition, the lead times for invoicing have been reduced from up to 30 days to a maximum of five days.
Stefanie McRae
Manager Process Performance CRM · Maschinenfabrik Reinhausen GmbH
What You Can Take away from this for your Service
A globally standardized mobile order processing creates standards across all locations and makes service processes comparable and controllable.
When technicians capture service reports, measurement values, and materials digitally directly on-site, data quality increases and manual rework in the back office is eliminated.
Dynamic digital checklists accurately represent even complex systems and inspections and ensure work and legal safety.
The integrated travel expense processing accelerates downstream processes and shortens invoicing cycles—at Reinhausen from up to 30 days to a maximum of 5 days.
Multilingual, time-zone-safe forms support global assignments and simultaneously improve transparency and service quality for international customers.

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