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Are you managing your workforce as efficiently and effectively as you believe?

Take our 3-minute self-assessment to find out.

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FIELD SERVICE COMPANIES & FACILITIES MANAGEMENT PROVIDERS

Your first step towards
smarter workforce performance

Get instant insight into where your planning, scheduling, delivery or customer management processes might be costing you time and money.

If you manage a mobile workforce that performs installations, planned maintenance, or reactive repairs, then this self-assessment helps you identify strengths and gaps across your job lifecycle.

You'll receive a score plus practical advice based on your answers.

Set the course for your workforce's future now.

Take the self-assessment

Begin the self-assessment below, or click here to learn more.

Need to improve your efficiency?
Get support with our Health Check service

Designed for service businesses with teams of engineers in the field, our Health Check identifies operational weaknesses and shows you how to fix them.
 
Whether you’re aiming to reduce delivery costs, renew a major contract, or build resilience and a competitive edge, our Health Check offers clarity and direction. It ensures you have robust processes and systems in place to efficiently grow your business.

Included in your workforce management Health Check:

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End-to-end process review

We assess how jobs are created, planned, delivered and closed, measuring your current approach against our proven workforce management maturity model to highlight strengths, weaknesses and areas for improvement.

Data Processing

Field visits & data-driven analysis

We review historical data across job records, asset information and financial reports to identify hidden inefficiencies, recurring issues and missed opportunities to streamline.

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Actionable roadmap and costed improvements

You’ll receive a tailored improvement plan with practical steps and estimated savings,  helping you reduce costs, improve reliability, and set your business up for smarter, scalable growth.

Strengthen the way you deliver work

It’s not just about efficiency. Some clients are scaling fast, others need to secure contract renewals, and many face quality issues or delayed payments.

 

Our Health Check helps you address these challenges by building stronger, smarter, more reliable operations.

Go from
Go to

Inconsistency

“I can’t consistently capture the information I need to plan the job properly.”

Clarity

“We use structured scripts to gather everything needed for a right-first-time visit.”

Uncertainty

“Our customers don’t know when we’ll turn up or if we’re delayed.”

Communication

“We keep customers informed throughout the day, reducing missed visits and complaints.”

Opacity

“I have no visibility of what my team is doing, or who’s available next.”

Visibility

“I know where my engineers are, what they’re working on, and who’s available for the next job.”

Support across the public & private sectors

"Heather oversaw a workforce management pilot within our water and wastewater operations, culminating in the development of a detailed business case for improvement. She was highly professional and polished throughout. I’d have her back anytime."

Chris Reay, Severn Trent Water

Recent workforce management insights

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Health Check FAQs

What is the Health Check? It’s a light-touch, end-to-end review of how your jobs are planned, delivered and closed. The Health Check is designed to identify inefficiencies and offer clear, practical improvements for how you can improve efficiency throughout your workforce based on real data.

What do I get at the end? You’ll receive a practical improvement roadmap with clearly costed opportunities, benchmarked insights, and advice tailored to your business. All of it will be made ready to implement at your pace.

Will it disrupt my day-to-day operations? No. The Health Check is designed to be low-disruption. We work flexibly around your day-to-day activities, engaging only where needed through short interviews, site observations and data reviews. Wherever possible, we coordinate one or two focused site visits, and we often shadow a member of your workforce to gain real, first-hand insight.

Book the full workforce management Health Check

Get practical, actionable advice to make your business more efficient, reliable and cost-effective.

Fill in the form and we'll be in touch with you soon to discuss supporting you with a Health Check.

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