Getting Management Buy-in

How to present the benefits of Field Resource Management to your team

You may believe that a Field Resource Management system will not only make your job better, but it will also improve the company as a whole. Since upper management writes the checks, it is not always easy to convince them to make the investment. Here are some Field Resource Management tips you can use to improve your chances of successfully convincing them to make the purchase.

Gather the facts:


  • Document the current problems that you and others within your organization experience with managing your mobile employees.
  • Find your current monthly fuel costs, labor costs and other costs that a Field Resource Management system will improve.
  • Find case studies, research studies, and testimonials about users of Field Resource Management systems. They will give you an idea of what potential benefits and savings you will receive.

Run Calculations:


  • Demonstrate the average percentage of savings that you could expect to receive based on the case studies, research studies, and testimonials. Be conservative with your estimates.
  • Calculate the potential labor savings, fuel savings, and other cost savings your organization will receive by multiplying the expected percentage in savings by your current fuel and labor costs.  You can use our handy ROI calculator to do this.
  • Calculate the total cost savings for 3 years.

Prepare your Presentation:


  • Put all the important facts together in a clear presentation.
  • Include your organization’s current problems with managing your mobile employees
  • Show your current labor, fuel, and other costs that will be improved by the Field Resource Management system.
  • Show the potential cost savings in a chart or spreadsheet.
  • Include slides displaying the most useful features of a potential Field Resource Management system.
  • Explain how the system will be used on a day-to-day basis and who will be responsible for making sure that it implemented and used properly.
  • Explain how the system will make things better for your organization and will not create additional problems for management.
  • Discuss any policies that may have to be created to ensure driver buy-in.

Pilot Program:


If management seems to be interested, but is not solidly convinced, you should run a pilot program with 5% to 10% of your fleet for at least 6 months. Make sure that management has visibility into the system during the pilot period and calculate savings received from the vehicles that the pilot units were installed on. You can use the financial savings to bolster your case for the investment.

Following the fleet management tips above will significantly improve your chances of successfully presenting your case for a Field Resource Management system!

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