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Training & Education Updates

Training & Education Updates

‎04-06-2020 07:35 AM

Last week Mark Homer, Mario Rapaccini and the attendees to the Coffee Break on April 2nd discussed on how the skills of the technician are evolving to respond to new Digital and Service Transformation trends.


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‎04-01-2020 03:45 AM

Thanks much for those joined Coffee Break Conversation yesterday with @mark_homer  and @kieran_notter about data gravity, more specifically what does good quality data from the field mean to your business? How can it give actionable insights for your customers?


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‎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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‎02-20-2018 01:50 PM


Our Winter '18 release training gives you the first look at new capabilities and enhancements to existing features.  Each video in the series features an overview, relevant use cases and in-depth demonstrations.  Watch the videos today by clicking directly on links below.

  • Video Link : 1531 With the Winter '18 release, you'll now be able to configure ServiceMax to allow your Field Technicians to locate and transfer spare parts using the updated Field Service App on their mobile devices. Watch how to set it up in this video.
  • Video Link : 1532 With the Winter '18 release, a new metric—Mean Time Between Failures—will help you identify the average amount of time between failures on Installed Products, so you can proactively address issues before they become a problem. Learn how to set up this new metric by watching this video. (NOTE: You must already have Service Performance Metrics enabled in your org to take advantage of the new metric. See your Account Manager if you would like to enable Service Performance Metrics in your org.)

Please reference the Winter '18 release notes for additional details.

Happy learning!

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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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‎08-24-2016 07:54 AM

This module will provide information on the Service Flow Manager buttons. The focus will be primarily their purpose, how they are organized and the various action buttons found within the SFM form.

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‎08-24-2016 07:11 AM

This modules provides an insight on how to access work order records and perform some basic work order maintenance.

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‎08-24-2016 06:43 AM

This modules provides an overview on the basic fundamentals on how to navigate using the ServiceMax Mobile for Laptop application. It focuses on the various calendars views, search options and sync functionality.

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‎08-24-2016 06:41 AM

This module will walk you through how to install the Mobile for Laptop application and completing the initial login instructions.

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