Field Resource Management System Deployment Guide

Learn how to create a plan to ensure that your deployment is successful

A Field Resource Management system deployment within your organization should help you achieve greater levels of productivity and efficiency. To ensure that your deployment is successful, it is best to have a plan in place to overcome any potential obstacles. These tips are designed to help you improve the likelihood of success by providing you with a framework for planning your deployment. They are based on our research and experience with the most successful deployments within medium to large organizations.

field resource management system deployment

End user consideration

It is best to start by putting yourself in your user’s shoes. Sit down with your end users and observe their current processes and workflows. Identify the current pain points that the new technology would address. Determine which existing processes that the new technology would be replacing.

When evaluating the new technology, consider:

User friendliness
It should be intuitive and easy for your users to grasp.

It should help the end-users complete their jobs more efficiently and not create additional work.

Personal benefits
It should benefit the end users personally as much as it benefits the organization as a whole.

field resource management system deployment

Needs & Requirements

You should determine the organization’s motives for acquiring the new technology. This will ensure that the your objectives are met once it is deployed.

You should:

  • See which features within the old technology were primarily used.
  • Determine which new features will be improvements over the old
  • Identify the target organizational objectives for the new technology
  • Set 90 to 120 day milestones for measuring the benefits of the new technology
  • field resource management system deployment

    Executive endorsement

    It is important to have all of your stakeholders on-board with the Field Resource Management system deployment plan. Any resistance by managers and users could potentially derail the project. Therefore, it is important to get visible support from high level executives. It will signal to the rest of the organization that the project is important to the company and any attempts to impede it would be frowned upon.

    Have a high-level executive:

  • Send a company-wide email endorsing the new technology
  • Provide everyone with a list of the people in charge of the deployment
  • Describe the deployment timeline
  • Explain why the technology is critical to success of organization
  • field resource management system deployment

    Role assignments

    Create roles for each person in the deployment process to ensure that each person is accountable for certain aspects of the project.

    The key roles are:

    An executive who endorses the new technology and provides adequate financial & manpower support. The sponsor can help “unstick” issues that block the progress of the deployment.

    This is the biggest proponent of the new technology. They are the internal marketer and face of the project. They work with stakeholders and lead the deployment efforts.

    Project manager
    This person manages the day to day logistics of implementing the technology. They manage the project’s roadmap, user training, post-deployment support, etc.

    This is the hands-on implementer of the technology. They handle technical integrations, workflow modifications, and ensures that the project on the top of their priority list.

    Subject matter experts
    These are end users who are highly trained on the technology and they give the new technology credibility among the other users.

    management communications

    Management communication strategy

    It is important to devise a communication strategy for middle level managers since the organization is dependent on them for deployment. Having their involvement will ensure that they promote user adoption. Also, note that the benefits may need to be more objective to them since they may not be day-to-day users of the technology. It is important to focus on the personal benefits that the managers will realize once the technology is deployed.

    This includes ways in which it may help:

  • Reduce operating expenses
  • Achieve their department’s objectives
  • Free up capital for growth opportunities.
  • Increase their bonuses
  • end_user_communications

    End user communication strategy

    It is important to keep end users involved throughout process to ensure that they are invested in the technology and they buy-in to the deployment plan.

    The best way to approach end-users is to:

  • Interview them to learn about the frustrating aspects of their current processes
  • Ask how their current processes negatively impact others within the organization.
  • Help them identify how the current processes are inefficient, frustrating, or lead to upset customers.
  • deployment plan

    Deployment schedule

    It is important to have a well-defined deployment schedule in place. The schedule should define a specific timeline for each phase of the deployment and list the people responsible for each phase. The schedule should also include “buffer” time to account for any delays that may occur during deployment.

    The ideal schedule should:

  • Include a roll-out calendar in the form of a Gantt chart
  • Be broken into phases with milestones
  • Include regular meetings for the first 90 days
  • Include a list of responsible parties for each phase of the deployment
  • setup telematics system

    Pre-deployment process

    Administrators should set aside time for system configuration, adding new users, configuring integrations, and migrating data (if necessary).

    This would include:

  • Adding users and granting permissions
  • Creating landmarks and notification profiles
  • Setting up Single Sign On
  • Setting up integrations
  • gps installation

    Device Installation

    There are three potential approaches to the installation of telematics devices. In every case, it is very important to designate someone in the company as the coordinator to ensure that the installations are progressing according to plan.

    Designated employee installation
    This consists of an individual, or group of employees, within the organization who complete the installations of the devices. With most OBD-II type tracking devices, this can be done without the need for 3rd party professional installers. The employee(s) would travel to the various locations to complete the installations of the equipment on a defined schedule.

    3rd party installation
    This consists of a professional 3rd party installation company who would complete the installations. They typically work with the coordinator to schedule each of the installations. This is the best option if the installation is complex (ie. hard-wired tracking devices or dash cameras) or if the organization doesn’t have the manpower to complete the installations with an in-house team. It also typically comes at a cost of $100-$150 per vehicle.

    User installation
    Some organizations would ship the OBD-II type tracking devices to the drivers and instruct them to install the devices in their own vehicles. Logistically, this is the easiest option, however it requires a lot of oversight by the coordinator to ensure that the drivers are completing the installations in a timely manner. This is not generally the best option if the installation process is complex.

    telematics training


    It is important to thoroughly train the users to ensure that there is adoption and continued use of the technology.

    The following should be in place during the training process:

    Subject matter experts
    These are users designated as experts in the technology. They will serve as a mentor and trainer to new users as well as a resource for users that need assistance after deployment.

    Internal help desk
    A help desk should be setup to ensure that user issues are addressed and resolved as soon as possible.

    Ticketing system
    Any issues should be logged and managed as tickets. This ensures that issues are properly managed and resolved.

    New user on boarding
    New employees should be trained on the new technology as part of their on boarding processes.

    field resource management system deployment

    Post implementation review

    After the technology is implemented, it is important to conduct a review to ensure that it is meeting the organization’s expectations.

    This includes:

  • A review of unresolved issues and the creation of a plan to address them
  • An evaluation of user adoption by monitoring their activity within the system.
  • An evaluation of the organization’s results to ensure that they align with the anticipated benefits.
  • An evaluation of any unexpected benefits that were realized after using the technology.
  • Deploying new technology should be an exciting activity designed to take an organization to new levels of productivity and efficiency. We hope that this guide will be a helpful tool to ensure that your deployment is successful.

    We also offer a detailed analysis of successful information technology implementation strategies here.

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    Sources: Step by Step Implementation Guide for Your Business

    Bill 4 Best Practices for Implementing New Technology

    SelectOne LLC: Introducing New Technology to Your Organization

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