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Consulting Services — FSM Selection & Rollout Advisory
Vendor-neutral advisory on field service software selection, ROI modeling, and implementation rollout. Five engagement types, no vendor commissions.
This site exists primarily as independent FSM software reviews. Some readers ask whether they can bring me in directly to work through a software selection or post-purchase rollout. The answer is yes — five engagement types are listed below. None of them carry vendor commissions, referral fees, or kickbacks. Revenue comes from the engagement itself, which is the only way to keep the recommendations honest.
Engagement types
Each engagement is a fixed-scope project with documented deliverables. The work is mine, not subcontracted. I’ll tell you up front if the engagement isn’t a fit — for example, single-truck operators usually don’t need a paid advisory engagement to pick a $49/mo platform, and I’ll say so rather than create unnecessary scope.
Requirements Workshop
Two to three working sessions with your operations and dispatch leads to document what you actually need from an FSM platform, separated from what vendors will tell you that you need. Output is a written requirements document that becomes the evaluation rubric for the next phase.
Software Evaluation & Vendor Comparison
A structured shortlist exercise with hands-on testing of two to four platforms against scenarios drawn from your operation — not generic demo flows. Output is a written comparison with strengths, weaknesses, and a ranked recommendation with reasoning.
ROI Analysis & Business Case Development
A financial model covering license cost, implementation cost, training, productivity drag during transition, and expected operational gains. Output is a spreadsheet plus a written business case suitable for board or owner review.
Implementation Planning
A phased rollout plan — data migration sequence, go-live dates, parallel-running periods, dispatcher and technician training cohorts, success criteria. Output is a written plan with dates, owners, and checkpoints.
Change Management & Technician Adoption
The reason most FSM implementations fail isn’t the software — it’s that field technicians don’t use it. This engagement focuses on technician interviews, on-the-truck observation, and an adoption strategy that’s grounded in what your people will actually accept. Output is a written adoption plan plus optional in-field coaching.
How to start a conversation
If one of these engagements looks like a fit — or if you’re not sure which one — book a call and we’ll work through the scope together. The first conversation is free and ends with either a written proposal or a recommendation that you don’t need a paid engagement.
What I don’t do
- I don’t resell software. No vendor commissions, no referral fees, no white-label arrangements.
- I don’t run procurement on your behalf. I’ll help you build the requirements and evaluate vendors; you sign the contract.
- I don’t take engagements where the answer is predetermined. If you’ve already picked the vendor and want a stamp of approval, that’s a different conversation and I’ll usually decline.