Software Platform for Field Service Inventory Tracking

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Solution Overview

Problem

Manual inventory management for technical field service products is inefficient, as it lacks real-time updates and automated tracking, making it challenging to ensure field service technicians have the necessary inventory and to accurately account for consumption during work tasks.

Innovation Solution

A server-based software platform that creates objects to categorize, track, and automatically update inventory status by creating 'product item consumed' objects upon confirmation by field service technicians, ensuring continuous and accurate inventory management across multiple inventory sources.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If manual inventory accounting is used, then device complexity is reduced, but productivity and real-time tracking capability deteriorate

Engineering Contradiction:
Improveinventory tracking efficiencyVSAvoidsystem complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system enables self-service inventory tracking by having field service technicians automatically confirm product consumption through mobile devices. The software platform automatically creates 'product item consumed' objects and updates inventory status without requiring manual accounting interventions, thereby improving productivity while keeping the user interface simple.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent replaces manual mechanical inventory accounting processes with an automated software-based system. The server-based platform uses electronic data processing to track inventory status, substitute the manual bookkeeping mechanism with automated digital tracking, and eliminate the need for physical inventory counts and manual record-keeping.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Measurement precision

If automated inventory tracking is implemented, then measurement precision and accuracy improve, but device complexity increases

Engineering Contradiction:
Improveinventory status accuracyVSAvoidsoftware system complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The system implements feedback mechanisms where field service technicians receive notifications and confirm product consumption through mobile devices. This feedback loop ensures accurate real-time inventory updates by verifying actual consumption events, improving measurement precision while maintaining relatively simple interaction protocols.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The software platform segments inventory tracking into distinct functional components: work order management, product required tracking, location monitoring, and consumption confirmation. This segmentation allows each component to handle specific tasks independently, improving overall system accuracy while maintaining modular complexity that is easier to manage.

Inventive Principle:
Principle #1Segmentation

3Reliability

If real-time inventory updates are implemented, then reliability of inventory information improves, but loss of time for manual updates increases

Engineering Contradiction:
Improveinventory information reliabilityVSAvoidtime for manual accounting
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system provides continuous real-time inventory updates by automatically creating and updating inventory records as field service technicians consume products. The inventory status is continuously maintained and updated without interruption, eliminating the need for periodic manual counts and ensuring reliable up-to-date information availability.

Inventive Principle:
Principle #20Continuity of useful action

Solution Approach 2:

The automated confirmation process eliminates the need for manual inventory accounting by having the system itself track and update inventory status based on technician confirmations. This self-service mechanism removes the time-consuming manual accounting tasks while maintaining continuous and reliable inventory information.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS10650337B2Technical field service inventory management
Publication Date: 2020.05.12 SALESFORCE INC
  • US10650337B2 patent drawing
  • US10650337B2 patent drawing
  • US10650337B2 patent drawing

AI summary

A method for technical field service inventory management has been developed. A software platform manages product inventory for use by a field service technician. The platform creates objects for a work order, a product required, a location, an address/appointment, a product item, a product item transaction and a product item consumed. The product item consumed object is used to automatically update the status of product inventory as the product is used by the field service technician.