{"id":16163,"date":"2022-06-21T19:15:39","date_gmt":"2022-06-21T19:15:39","guid":{"rendered":"https:\/\/fieldnation.com\/resources\/allocating-work\/"},"modified":"2025-02-03T04:17:35","modified_gmt":"2025-02-03T09:17:35","slug":"allocating-work","status":"publish","type":"post","link":"https:\/\/fieldnation.com\/resources\/allocating-work","title":{"rendered":"A guide to allocating work in a blended workforce"},"content":{"rendered":"<p><em><span style=\"font-weight: 400;\">By Shawn Fields<\/span><\/em><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<hr \/>\n<p><span style=\"font-weight: 400;\">Talent remains the number one challenge facing many organizations today. Due to changing labor trends, many companies are shifting toward a blended workforce to overcome this talent crisis and remain competitive in today\u2019s challenging economy.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That said, implementing a blended workforce isn\u2019t easy. Many businesses who have spent decades leaning exclusively on full-time resources must overcome years of tradition, convention, and reward systems to give a blended workforce a fighting chance. Adopting a blended workforce requires looking at work differently \u2014 both how it is done and how it is measured.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For most companies, allocating field service work has been the same for years. It probably looks something like this:<\/span><\/p>\n<p><a href=\"\/wp-content\/uploads\/2022\/06\/Old-work-allocation.png\"><img decoding=\"async\" class=\"wp-image-18755 size-large aligncenter\" src=\"\/wp-content\/uploads\/2022\/06\/Old-work-allocation-e1655837680741-1024x407.png?_t=1655837681\" alt=\" width=\" height=\"254\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Work comes into the field service organization, and leadership asks one simple question: \u201cDo I have the capacity in my full-time field service organization to do the work?\u201d If the answer is \u201cyes,\u201d then the work goes to full-time employees in that organization. This is because, for years, the prevailing metric of a well-run field services organization has been utilization. <\/span><b>But what we\u2019re proposing\u2014which will likely be seen as heresy in field services organizations\u2014is that utilization is the <\/b><b><i>wrong<\/i><\/b><b> success metric for measuring field services. Here\u2019s why.<\/b><\/p>\n<a name=\"the-problem-with-utilization\" class=\"fldn-table-of-contents-anchor\"><\/a><h2 id=\"the-problem-with-utilization\"><b>The problem with utilization\u00a0<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Simply put, utilization is a measurement of \u201cactivity\u201d\u2013\u2013i.e., how \u201cbusy\u201d a field service technician is in a given period of time. In other words, out of an eight-hour day, how many hours is that technician actually performing a work-related activity?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The problem with this definition is that it does not examine whether <\/span><i><span style=\"font-weight: 400;\">what<\/span><\/i><span style=\"font-weight: 400;\"> the technician is doing produces enough value to cover (and hopefully exceed) the cost of that technician.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For the traditional utilization model to work, all \u201cwork\u201d must be considered the same, and, as we all know, it isn\u2019t. There\u2019s a big difference between installing and configuring a self-checkout in a grocery store and using an antimicrobial wipe to clean an ATM. Should the same technician be doing both those jobs? Do you want your most experienced Level 4 technician with 30 years of experience in the field cleaning ATMs?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Additionally, all time isn\u2019t equal. For most technicians that are full-time employees, \u201cwindshield time\u201d (the time it takes that technician to get to and from a work location) is considered work time. But windshield time doesn\u2019t generate revenue and, in most cases, isn\u2019t billed to the client. So when field technicians have projects that are far away, their utilization numbers might <\/span><i><span style=\"font-weight: 400;\">look<\/span><\/i><span style=\"font-weight: 400;\"> great. But the truth is that only the \u201cwrench time\u201d (the time spent actually working on the equipment) generates revenue.<\/span><\/p>\n<a name=\"why-revenue-technician-day-is-a-better-north-star-metric\" class=\"fldn-table-of-contents-anchor\"><\/a><h2 id=\"why-revenue-technician-day-is-a-better-north-star-metric\"><b>Why revenue\/technician\/day is a better north star metric<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">For that reason, we believe that success metrics should include a new measurement: revenue\/technician\/day. This metric helps you evaluate whether a given technician is doing the \u201cright kind\u201d of work.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In other words, revenue\/technician\/day encourages your organization to ask questions that uncover opportunities for streamlining labor channels and optimizing revenue. For example, how much of your technician\u2019s time is spent traveling? Can you reduce that? Are your highly valuable resources spending time on less valuable work? Can you reduce that? Does the work your team is doing provide an adequate return on your investment? Does the revenue they produce outstrip their COGS and SG&amp;A?<\/span><\/p>\n<a name=\"the-modern-approach-to-work-allocation\" class=\"fldn-table-of-contents-anchor\"><\/a><h2 id=\"the-modern-approach-to-work-allocation\"><b>The modern approach to work allocation<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Going forward, we believe the way work is allocated to different groups should look like this:<\/span><\/p>\n<p><a href=\"\/wp-content\/uploads\/2022\/06\/Modern-work-allocation.png\"><img decoding=\"async\" class=\"size-large wp-image-18756 aligncenter\" src=\"\/wp-content\/uploads\/2022\/06\/Modern-work-allocation-1024x382.png\" alt=\" width=\" height=\"239\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">What we\u2019re proposing is that a new organization \u201ctaskifies\u201d the work. This approach breaks work down into its discrete components and assigns it to the most appropriate group: automation, full-time employees, subcontractors, or platform labor.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s think about the basic components of work using today\u2019s conventional terms:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Work Composition<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Conventional View:<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Who = Why + What + How + When + Where<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">In most companies, the \u201cWho\u201d is already known before the work comes in (as in \u201call the work is going to our full-time employee workforce\u201d) and is assigned without regard to the nature of the work or its suitability for permanent staff.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Modern View:<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Why + What + How + When + Where = Who<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">In this revised view, companies will let the rationale for the work (Why), the scope of work (What), its technical requirements (How), its time requirements (When), and the location of the work (Where) determine \u201cWho\u201d does the work. In other words, <\/span><i><span style=\"font-weight: 400;\">let the work determine the workforce.<\/span><\/i><\/p>\n<a name=\"a-practical-example\" class=\"fldn-table-of-contents-anchor\"><\/a><h2 id=\"a-practical-example\"><b>A practical example\u00a0<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Let\u2019s look at a concrete example to make the model more tangible. We can assume that we have 1) a break\/fix issue with a POS terminal, 2) preventative maintenance and cleaning of an ATM, and 3) an installation and configuration of a self-checkout device.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In the conventional way of assigning work, all those jobs would go to an employee unless the employee was overutilized. Then the remaining work would go to a third-party subcontractor unless they were out of capacity, in which case the work would go to on-demand labor.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In the modern way of allocating the work, you would consider the following:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">I want my employee tasked with the work that is most important in my organization. The self-checkout installation and configuration needs the highest level of experience, requires the most technical training, and likely involves company intellectual property. Therefore, that\u2019s the work I want my employee to do.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The break\/fix work, while important to my company and client, doesn\u2019t necessarily demand the same tenure, training, and IP sensitivity as the self-checkout install. That said, it likely <\/span><i><span style=\"font-weight: 400;\">does<\/span><\/i><span style=\"font-weight: 400;\"> have SLAs and performance penalties associated with it. So, in this case, I will assign the work to a third-party subcontractor who would assume the risk of non-compliance.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Lastly, the ATM preventative maintenance work is perfect for on-demand labor. It is commodity-level work, doesn\u2019t require vast amounts of experience, certifications, or training, and doesn\u2019t have SLAs or performance penalties associated with it.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you let the work determine the workforce as the work comes into the organization, this model of allocating work will assign jobs to the most appropriate labor group based on the specific tasks involved. This ensures the work will be completed at the required quality level and with the most important economic metrics in mind.<\/span><\/p>\n<a name=\"in-summary\" class=\"fldn-table-of-contents-anchor\"><\/a><h2 id=\"in-summary\"><b>In summary<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">In an optimized, blended workforce, there will be work for all functional groups. Here\u2019s a summary of how to allocate the work.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Work not requiring on-site service should be automated.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Work that involves significant training, company intellectual property, or is core to your business will go to your full-time employees.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Work that involves SLAs with associated penalties would go to your third-party subcontractors.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Project work with flexible timelines and dispersed geographies would go to on-demand labor.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">This approach will take the pressure off your current search for full-time employees by ensuring that your current full-time employees are only doing work best-suited for their skillset and work arrangement. The more commodity-level work outside reasonable geographies from your full-time employees will go to groups better equipped to deal with it.<\/span><\/p>\n<hr \/>\n<p><i><span style=\"font-weight: 400;\">Shawn Fields brings more than 30 years of IT industry experience to Field Nation \u2014 with expertise aiding clients in retail, financial services, manufacturing, life sciences, food and beverage, state government, IT, and utilities. He has successfully led the entire spectrum of IT services in the outsourcing arena, advising notable clients like Intel, GE, Citi, NASA, Rockwell Automation, Coca-Cola, Honeywell, AT&amp;T, Bank of America, Booz Allen Hamilton, SunTrust, Georgia-Pacific, Southern Company, Levi, and BMW. Additionally, Shawn had led innovation, design thinking and digital transformation projects for large clients across multiple continents.<\/span><\/i><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Implementing a blended workforce can be challenging. But by choosing the right success metrics, service companies can optimize their work allocation process and get maximum value out of their blended workforce.<\/p>\n","protected":false},"author":51,"featured_media":16706,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"xn-wppe-expiration":[],"xn-wppe-expiration-action":[],"xn-wppe-expiration-prefix":[],"footnotes":""},"content-group":[],"class_list":["post-16163","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","fldn_content_type-blog"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>A guide to allocating work in a blended workforce | Field Nation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fieldnation.com\/resources\/allocating-work\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"A guide to allocating work in a blended workforce | Field Nation\" \/>\n<meta property=\"og:description\" content=\"Implementing a blended workforce can be challenging. But by choosing the right success metrics, service companies can optimize their work allocation process and get maximum value out of their blended workforce.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/fieldnation.com\/resources\/allocating-work\" \/>\n<meta property=\"og:site_name\" content=\"Field Nation\" \/>\n<meta property=\"article:published_time\" content=\"2022-06-21T19:15:39+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-02-03T09:17:35+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/fieldnation.com\/wp-content\/uploads\/2022\/11\/leave-work-admin-to-us.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"750\" \/>\n\t<meta property=\"og:image:height\" content=\"580\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Shawn Fields\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Shawn Fields\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/fieldnation.com\/resources\/allocating-work\",\"url\":\"https:\/\/fieldnation.com\/resources\/allocating-work\",\"name\":\"A guide to allocating work in a blended workforce | Field Nation\",\"isPartOf\":{\"@id\":\"https:\/\/fieldnation.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/fieldnation.com\/resources\/allocating-work#primaryimage\"},\"image\":{\"@id\":\"https:\/\/fieldnation.com\/resources\/allocating-work#primaryimage\"},\"thumbnailUrl\":\"https:\/\/fieldnation.com\/wp-content\/uploads\/2022\/11\/leave-work-admin-to-us.jpg\",\"datePublished\":\"2022-06-21T19:15:39+00:00\",\"dateModified\":\"2025-02-03T09:17:35+00:00\",\"author\":{\"@id\":\"https:\/\/fieldnation.com\/#\/schema\/person\/6bf6b798efdd4afc854d149d6a616869\"},\"breadcrumb\":{\"@id\":\"https:\/\/fieldnation.com\/resources\/allocating-work#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/fieldnation.com\/resources\/allocating-work\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fieldnation.com\/resources\/allocating-work#primaryimage\",\"url\":\"https:\/\/fieldnation.com\/wp-content\/uploads\/2022\/11\/leave-work-admin-to-us.jpg\",\"contentUrl\":\"https:\/\/fieldnation.com\/wp-content\/uploads\/2022\/11\/leave-work-admin-to-us.jpg\",\"width\":750,\"height\":580},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/fieldnation.com\/resources\/allocating-work#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/fieldnation.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"A guide to allocating work in a blended workforce\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/fieldnation.com\/#website\",\"url\":\"https:\/\/fieldnation.com\/\",\"name\":\"Field Nation\",\"description\":\"Get field service work done\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/fieldnation.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/fieldnation.com\/#\/schema\/person\/6bf6b798efdd4afc854d149d6a616869\",\"name\":\"Shawn Fields\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fieldnation.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/099c84d52d20787af5232734d2ec7a6c6d2467c0b6e4736c4e8ce03c2ebb3d30?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/099c84d52d20787af5232734d2ec7a6c6d2467c0b6e4736c4e8ce03c2ebb3d30?s=96&d=mm&r=g\",\"caption\":\"Shawn Fields\"},\"url\":\"https:\/\/fieldnation.com\/resources\/author\/shawn-fields\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"A guide to allocating work in a blended workforce | Field Nation","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/fieldnation.com\/resources\/allocating-work","og_locale":"en_US","og_type":"article","og_title":"A guide to allocating work in a blended workforce | Field Nation","og_description":"Implementing a blended workforce can be challenging. But by choosing the right success metrics, service companies can optimize their work allocation process and get maximum value out of their blended workforce.","og_url":"https:\/\/fieldnation.com\/resources\/allocating-work","og_site_name":"Field Nation","article_published_time":"2022-06-21T19:15:39+00:00","article_modified_time":"2025-02-03T09:17:35+00:00","og_image":[{"width":750,"height":580,"url":"https:\/\/fieldnation.com\/wp-content\/uploads\/2022\/11\/leave-work-admin-to-us.jpg","type":"image\/jpeg"}],"author":"Shawn Fields","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Shawn Fields","Est. reading time":"7 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/fieldnation.com\/resources\/allocating-work","url":"https:\/\/fieldnation.com\/resources\/allocating-work","name":"A guide to allocating work in a blended workforce | Field Nation","isPartOf":{"@id":"https:\/\/fieldnation.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/fieldnation.com\/resources\/allocating-work#primaryimage"},"image":{"@id":"https:\/\/fieldnation.com\/resources\/allocating-work#primaryimage"},"thumbnailUrl":"https:\/\/fieldnation.com\/wp-content\/uploads\/2022\/11\/leave-work-admin-to-us.jpg","datePublished":"2022-06-21T19:15:39+00:00","dateModified":"2025-02-03T09:17:35+00:00","author":{"@id":"https:\/\/fieldnation.com\/#\/schema\/person\/6bf6b798efdd4afc854d149d6a616869"},"breadcrumb":{"@id":"https:\/\/fieldnation.com\/resources\/allocating-work#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/fieldnation.com\/resources\/allocating-work"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fieldnation.com\/resources\/allocating-work#primaryimage","url":"https:\/\/fieldnation.com\/wp-content\/uploads\/2022\/11\/leave-work-admin-to-us.jpg","contentUrl":"https:\/\/fieldnation.com\/wp-content\/uploads\/2022\/11\/leave-work-admin-to-us.jpg","width":750,"height":580},{"@type":"BreadcrumbList","@id":"https:\/\/fieldnation.com\/resources\/allocating-work#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/fieldnation.com\/"},{"@type":"ListItem","position":2,"name":"A guide to allocating work in a blended workforce"}]},{"@type":"WebSite","@id":"https:\/\/fieldnation.com\/#website","url":"https:\/\/fieldnation.com\/","name":"Field Nation","description":"Get field service work done","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/fieldnation.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/fieldnation.com\/#\/schema\/person\/6bf6b798efdd4afc854d149d6a616869","name":"Shawn Fields","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fieldnation.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/099c84d52d20787af5232734d2ec7a6c6d2467c0b6e4736c4e8ce03c2ebb3d30?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/099c84d52d20787af5232734d2ec7a6c6d2467c0b6e4736c4e8ce03c2ebb3d30?s=96&d=mm&r=g","caption":"Shawn Fields"},"url":"https:\/\/fieldnation.com\/resources\/author\/shawn-fields"}]}},"_links":{"self":[{"href":"https:\/\/fieldnation.com\/wp-json\/wp\/v2\/posts\/16163","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fieldnation.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fieldnation.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fieldnation.com\/wp-json\/wp\/v2\/users\/51"}],"replies":[{"embeddable":true,"href":"https:\/\/fieldnation.com\/wp-json\/wp\/v2\/comments?post=16163"}],"version-history":[{"count":0,"href":"https:\/\/fieldnation.com\/wp-json\/wp\/v2\/posts\/16163\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fieldnation.com\/wp-json\/wp\/v2\/media\/16706"}],"wp:attachment":[{"href":"https:\/\/fieldnation.com\/wp-json\/wp\/v2\/media?parent=16163"}],"wp:term":[{"taxonomy":"content-group","embeddable":true,"href":"https:\/\/fieldnation.com\/wp-json\/wp\/v2\/content-group?post=16163"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}