Field service technicians face unique challenges as they head back to work keeping customers’ essential production lines up and running. Tom Egan, vice president, industry services, PMMI hosted a webinar earlier this month with four OEMs, discussing issues such as travel arrangements, quarantine before and after customer visits, customer requirements for entering plants, hotel and meal arrangements, conducting customer training, virtual options and more. This Q&A covers the remote access and travel portion of the webinar.
Panelists:
Alan Shuhaibar, president, BellatRx
Marius Stirban, technical services  and parts manager, Wexxar Packaging
Dave Navin, president and CEO, Spee-Dee Packaging
Mike Odom, general manager, Kliklok LLC, a Syntegon Company
 
 
Tom  Egan: What we want to address, first of all, is the use of remote  access, mainly where the CPG is asking OEM suppliers to come in and access  their machinery.
 
Alan  Shuhaibar: A lot of our customers are in the pharmaceutical sector. They  are typically hesitant and reluctant to allow for remote access. However, we  found them to be a lot more open to it now, which allowed us to fix a lot of  issues remotely without having to be present on site.
 
Henning  Agergaard: With food and beverage, it’s definitely easier to transfer  data and use new technology. Whereas in the logistics world, we’re talking UPS,  FedEx, Amazon, these guys, they are still reluctant to let you use any remote  access or have any data transfer out of their buildings.
 
Tom  Egan: Henning, I think that’s a great capture point where you’re looking  at two different aspects of your business, meaning those that are in the  packaging side, and then those that are in the logistics side or  transportation-distribution side. There is a differential in what they’re  expecting [and allowing].
 
Dave  Navin: We’re [finally] seeing large CPGs adopting this technology. Our  IT team has recently come up with four specific offerings that we can either  install on a machine when we ship it or retrofit kits that we can ship out into  the field. A lot of customers have been adopting that recently.
 
Tom  Egan: PMMI has a lot of data indicating this increased remote equipment  access. The OpX Leadership Network has an excellent work product on  OpXLeadershipNetwork.org that we put out about a year ago with six different  methodologies for connecting remotely. Now we move from remote access to actual  in-person access via field-service teams. What is it that you’re doing to help  facilitate that? Are you making specific travel arrangements? Are your field  technicians allowed to travel by plane or by car? 
 
Mike  Odom: What we’ve found is that most of our customers ask that we travel  via car or at least not travel via  plane. So we’re seeing that we’re doing most of our travel through driving.  When it comes to finding reasonable hotels, etc., we communicate with the  customers. Our customers have been very helpful in ensuring they find a good  place to stay that has availability for food, etc. So that part hasn’t been an  issue. I’d say the other item is that if we do fly, a lot of our customers ask  for us to quarantine for two weeks. We’ve been able to avoid that quarantine by  driving. But again, we’ve got a lot of people spread out throughout the U.S. So  what we end up doing is sometimes putting a generalist in to help the customer  and supporting them remotely. 
 
Tom Egan: I think that’s a good point  that you’re bringing up. A field service tech that you have in the northwest  might not be an expert on the type of machine in question, but you’re able to  assist them, perhaps call back with a tech that’s more familiar with the  equipment.
 
Dave  Navin: Spee Dee brought our field service team into a town hall early on  to discuss travel safety, and we’ve continued doing it every three weeks. Their  buy-in is critical, and the techs are very invested with what they feel is  necessary to do their job. Our second town hall on this topic was much  different than our first. We’ve learned a lot from that second town hall, which  is that travel on airlines appears to be much safer than many think; at least,  that’s our techs’ perception today.
 
Tom  Egan: I think that is a great takeaway, bringing in just the field  service techs for a town hall. Who else do you involve from your executive team  for that?
 
Dave  Navin: We also have weekly town halls of our whole company, virtually  and in the plant. So that once we make decisions, we’ve informed everybody in  the facility. [The employees say it] makes everybody in the facility feel more  comfortable that they know what techs are doing, what their thought process is,  what their mentality is when they come back from a trip and how safe they’ve  been on while they’ve been traveling. It keeps the anxiety in the entire  facility down.
 
Tom  Egan: I’m going to go across the border as we have both Alan and Marius  in Canada. Alan, what are your thoughts on what preparation work you’re doing  with your field service teams?
 
Alan  Shuhaibar: First of all, we did have town halls with our field service  technicians to better understand their concerns as they’ve changed since the  beginning of the crisis until this point in time. People are more at ease with  it as long as PPE procedures are taken into account. Our customers, we have not  experienced any requirements for quarantine to get into their plants. But,  since we focus on driving as much as possible, we have had situations like Mike  mentioned where the technician closest to a customer might not be the one with  the most level of experience with that piece of equipment. We’re able to  support those technicians using other tools such as augmented reality from our  plant to bring them up to speed before and during the visit.
 
                                                                                                                                        
Marius  Stirban: When this started, we tried as best as we could not to cross  over the border. So we didn’t send a Canadian-based tech into the U.S. or the  other way around. But in cases that we need that knowledge for a particular  project, we do similar to what Alan and Mike mentioned, and we send whatever  tech is closest to a plant. We’ll help him remotely if need be, either before  with a virtual meeting or during the actual service call. I think Dave also  mentioned this, but our techs have found [they also feel] that traveling in  airplanes is actually safer as the airports are almost empty, and there are  just a few people on a plane. They don’t feel unsafe when they travel on a  plane.