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Training & Education Updates

Training & Education Updates

‎03-08-2018 12:32 PM

The winter Olympics got me thinking about achieving excellence.   Being an Olympic athlete means you have excelled to the top of your game, you are the best of the best.  But how did these athletes make it there?  What made them the best?

Imagine being a top athlete and your told by your coach that you have to play a new game.  You are expected to drive positive results and win the game, but the only information you are given is where to be and when.  You show up to play as you were told to do, but you don’t know the game or the goals of the game.  You don’t know the equipment or if you have teammates.  There is limited instruction, no rules, no practice and no resource offering support for your questions.  How effective would you be at playing, driving positive results and winning that new game? 

Answer: Not very effective.

This is the scenario many businesses force onto their teams.  Professionals at the top of their game expected to delivery positive results, usually better than current results in a completely foreign, unique environment with little to no instruction and support.  Like the Olympics, businesses are results focused.  If you want to achieve top results then you need to provide the knowledge, tools, direction and support to help your team achieve success.

Field Service implementations can only be successful with end user adoption. You cannot achieve gold medal performance without your players being prepared and committed.  This blog series is geared for business leaders who want to understand how to drive their teams to Gold Metal adoption.  I will share best practices for planning, preparing and executing adoption results with your teams 

Gold Metal Adoption is achieved by executing four key principles. 

  1. Prepare Your Team – Identifying and plan for the people, the processes and the technology affected by your project.
  2. Communicate Effectively- Sharing news and key information about your ServiceMax project with leadership and teams early and often
  3. Educate With Purpose- Focusing your efforts around your audience, delivery method, business environment and the most useful formats for content
  4. Provide Comprehensive Support – Planning for resources, feedback channels and tools that support your team’s needs from beginning to well after the project is complete

These core principles are as central to your success as a business as they are for the success of any Olympic athlete.  Each Olympian has come from a well thought out plan including the right coaching, partners and opposition to grow and develop. They had the tools to put their plan into action; the leadership to drive their performance forward; the training to understand, develop and improve; and the support to work through their challenges and strive for more. 

This Olympic Blog Series will provide you with the tools to create the Gold Medal team you are meant to have. 

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‎12-14-2017 06:24 AM

Many of you as prospects or customers may question what is the purpose of Education Services and what is the impact it brings to your organization in the form ROI and Adoption. Look no further. TSIA has written an excellent blog that provides insight into the power of educating your employees. Click the image below to learn more.

If you have any questions on how we can assist with your training efforts for your end user community, contact us at

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‎07-10-2017 08:21 AM

As you embark on your journey into ServiceMax, establishing an onboarding and continuing education plan is crucial to maximizing your adoption. Here at ServiceMax our Education Services teams' pride themselves on utilizing adult learning principles in creating education workshops, curriculums, and training rollout plans suitable for a number of users in your organization.

The following roadmap will give you a better understanding of how the Education Services team works closely with you and your project team to get the most of your training resources and end users. You can click the image or the link below to access the Education Roadmap for more information. If you have any additional questions pertaining your training programs and rollouts or how you use our Education Services, email us directly @

Education Roadmap.png

Direct link to Education Roadmap: Educational Customer Implementation Journey

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‎08-23-2016 10:45 AM

readiness-badge (1).png

Welcome to the ServiceMax Field Service Platform journey. One of the first steps in getting your project team or end users more familiar with ServiceMax is through our Readiness Video Series. This suite of learning is geared to provide an insight to the ServiceMax applications, using both the browser and the various mobile devices. They provide a general overview of the typical day in the life of ServiceMax as it relates to the Dispatcher and Field Engineers, followed by setup, basic navigation and some general processes attributed to their roles. These videos are designed to serve as an introduction to the ServiceMax application to increase system adoption to the key users. The ServiceMax Education team will then supplement this initial learning via instructor led courses for each customer's specific business processes.

Here is a list of training videos for you to preview on each of the devices used for your implementation. It is strongly recommended for you to view the videos in the order they appear. Simply click on the related link to begin watching. If you have any questions regarding the modules presented or are interested in finding out more information about how we can assist in your training needs, contact us at

ServiceMax BrowserServiceMax iPad ApplicationServiceMax Mobile for Laptop (MFL)ServiceMax iPhone Application

Day in the Life of a Dispatcher

Browser Navigation Basics

Browser Global Search

Browser Tabs & Objects

Browser Record Page Layouts

Browser Service Flow Managers Buttons

Day in the Life of a Field Engineer

iPad Application Installation and Initial Login instructions

iPad Basic Application Navigation

iPad Access Work Order Information

Day in the Life of a Field Engineer

MFL Application Installation and Initial Login instructions

MFL Basic Application Navigation

MFL Access Work Order Information

Day in the Life of a Field Engineer

iPhone Application Installation and Initial Login instructions

iPhone Basic Application Navigation

iPhone Access Work Order Information

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‎08-23-2016 10:08 AM

This module will provide information on the page layout of a record in the ServiceMax application, such as, hover links or related lists, Service Flow Manager buttons, sections and fields.

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‎08-23-2016 10:05 AM

This module will provide with instructions on the various tabs and objects used in ServiceMax. You will focus on how to customize your tabs based on your preference, utilizing tabs to filters, and reviewing specific records.

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‎08-23-2016 09:40 AM

This module will provide with instructions on how to utilize the Global Search feature to locate records in the ServiceMax browser application. It will showcase the wildcard, pin to top, & features.

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‎08-23-2016 09:33 AM

In this module you will learn how to utilize the ServiceMax Browser application. You will learn ServiceMax Terminology, how to login and logout and the layout of the home screen.

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‎08-23-2016 09:28 AM

The purpose of this module is to provide you with a general overview of the Day in the Life of ServiceMax for a Dispatcher using the ServiceMax Browser application. Note: This is just an introduction to the overall process. You will learn your specific business processes via Instructor Led Training that is tailored to you.

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‎08-08-2016 09:17 AM

It's All About Field Service Domain Expertise!

ServiceMax is focused on ensuring the success of our customers, consulting partners, and all who are involved in field service. In order for your organization to be as effective as possible, it is crucial that you develop a deep and relevant set of domain expertise.

The ServiceMax Field Service University courses 1 & 2 are part of this domain training. FSU001 & FSU002 courses are delivered via a mix of online eLearning and a 2-day intensive workshop designed for those who are required by their organization to be certified in the field service domain, or those who are simply looking to expand their knowledge in the industry.

In FSU001, you will learn the basics of field service—everything from terminology, to roles, service types, connections to other organizations, and the key metrics used to manage and run the business. (Available online)

In FSU002, you will learn advanced topics of field service—everything from building a business case for service value realization, to service strategies, advanced metrics and KPI’s, optimization, the service/supply chain connection, and reporting for business value. (Available in a classroom setting)

’re committed to expanding the world’s knowledge of field service, so we offer access to our FSU001 course as a FREE online eLearning tool.

If you are interested in starting your field service domain expertise journey - sign up today for FSU1 - It's free and provided online for your convenience!

Register for FSU1

Then further your field service expertise by attending FSU2 in person! - Check out our website for the current schedule:

Field Service University 2

If you would like to arrange a customized class for a group of employees, please contact

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