Raw

**Subject:** Recommendation: Extend Fieldbook to North and Islands in Q1, Contingent on Onboarding and Integration Fixes

Fieldbook has been live in four regions for two quarters, delivering measurable gains in scheduling density, travel efficiency, and cost reduction, with payback achieved in Central and East. However, rollout performance in South and West highlights adoption risks driven by training scheduling, while unresolved defects in asset data and invoicing systems generate rework costs and reporting discrepancies. Extending to North and Islands is economically favourable provided these adoption and system risks are addressed before launch.

**Economic benefits justify expansion if adoption targets are met**

*   Operational efficiency has improved significantly: completed jobs per technician rose from 4.6 to 5.3, average travel time between jobs fell 18%, and same-day emergency insertion is now automatic with a median response of 4 minutes.
*   Cost reductions are evident: overtime spending dropped 12% quarter-over-quarter, and fuel cost per job fell 9%, consistent with travel-time savings.
*   Financial viability is confirmed in faster regions: Central and East achieved payback within the second quarter; South and West are near break-even despite slower adoption.
*   Extension economics remain favourable: adding North and Islands increases licence costs by £13,500 per month, but the business case holds provided the adoption pace matches Central and East rather than repeating the West pattern.

**Extension requires immediate action on onboarding, integrations, and governance**

*   Restructure onboarding to ensure full technician coverage and prevent adoption lag: increase classroom course frequency beyond one per region, eliminate reliance on shadowing arrangements which consume experienced technicians' route time, and mandate attendance for all hires. Dispatcher adoption reached 100% in week one when legacy tools were removed, demonstrating rapid uptake when alternatives are clear.
*   Resolve data integration gaps to eliminate rework and reporting errors: activate the nightly export from the legacy asset register to display service history and warranty status, configure the invoicing code mapping table to stop manual re-keying of approximately 300 job records weekly, and address the search limitation causing duplicate customer records. Vendor solutions for the asset register and invoicing mappings are available and awaiting Kestrel decision.
*   Implement program governance to capture lessons early: establish a mechanism to convert field observations into program-level fixes, preventing the recurrence of negative patterns that were visible by week four in Central but replayed across subsequent regions.