How to Project Manage a Field Installation Project


Field installation projects require efficient managing and monitoring. These types of projects often have several moving parts that need to be simultaneously supervised and tracked. Small-scale and large-scale field installation projects can be extensive and demanding in order to get quality results at every location. Therefore, these projects require skilled field project managers as well as robust processes and systems from start to completion.

Companies benefit from partnering with field service specialists mainly because of their skills and training in project management. These expert service providers deploy tried-and-tested systems and processes that ensure substantially comprehensive reporting. Field technicians use methods which are designed to prevent any delays in implementation, to adhere to required deadlines.

Managing installation projects is a comprehensive service. Reputable service providers set up hardware according to set specifications. From start to finish, specialists ensure that field technicians are skilled and equipped to implement installations at a single site or across multiple locations. Additional aspects of field installation services include the appropriate integration of equipment and systems when they are installed, thorough testing, and accurate reporting. 

Key Factors for a Successful Field Services Project:


Project Management Experts - Industry Specialists for Field Installations

An industry specialist in field services with project management expertise takes charge of the program from start to finish. Partnering with experts provides businesses with a complete solution, quality results because of the use of certified, trained, and experienced technicians. Complete solutions include scope management, scheduling, tracking of costs and budgeting, quality assurance, and human resources management. 

Complete Project Scoping

A full scope and assessment of the project in question helps to define essential requirements, lay out a plan of attack, document the methodology and the process that will be followed, ready to be approved and implemented. Project scoping is necessary to keep track of progress and meet a client’s timeline. It also includes detailed scheduling, so that key checkpoints are met, and to adapt to any changes that may take place in the course of the project. 

Asset Inventory Tracking

Field technicians and project managers may need numerous pieces of equipment for a successful installation including devices for installation setup, reporting, as well as transportation. Project managers need to keep track of inventory especially for large projects, which may involve a number of technicians who need support, a number of vehicles which need to be fully equipped, and any other pieces of hardware or software involved in the project. As well as hardware and servers, attendance needs to be tracked, installations needed to be checked and tested, site access needs to be monitored as well as overall project operations, the use of various systems and processes. Careful tracking of a project is a process that also involves proper monitoring of the budget. This is necessary so that there are no unexpected and unnecessary expenses. They coordinate with the client to accurately track the budget and see where the project funds are allocated.

Physical Installation On-site

Companies greatly benefit from hiring experienced project managers to run field installation projects. These experts know the right technical talent required for any given installation, and know how to communicate with technicians who are working on-site. They often have to communicate with numerous technicians to manage installations across several sites including the equipment the technicians need and the vehicles they are using. They also manage the reporting back of technicians in a timely manner with all the vital information. 

Hardware Testing and Integration

Technicians install and test the efficiency of installation set up in the field. Project managers report back the successful installation and testing to the client so that they can monitor the progress of the project. These reports back also act as checkpoints to ensure that there has been proper integration into the client’s existing system. Field Services specialists make sure that the project is adequately and effectively planned, executed, and controlled. Comprehensive project management services also make sure that they do remote monitoring and management so that everything operates smoothly after the setup is complete. 

Working with a partner for field installation projects keeps core functions focused on core business operations. Using specialists allow for installations to be completed according to set standards with a workforce trained specifically for field services, with implementations performed in an efficient and timely way. A good management of field installation projects from scalable expert project managers deploys proven and tested processes and systems. It also means successful outcomes with minimal to no project risks and setbacks.

There are many benefits to the company of using a ‘white label’ provider to offer additional services to its customers.  Working with a partner to develop or deliver additional services includes:

·         Reduced costs (or none) of development

·         Speed-to-market

·         Learning new skill sets and market knowledge

·         Keeping focus on core offerings

·         Adding value to the customer

A ‘white label’ partner is often smaller, more nimble, and/or has a different core focus than the primary company.  If the company would like to deliver Security Services, but their core offering is around networks, they won’t already have security experts.  Some might argue that they need to build the offering themselves, but the go-to-market process for an in-house offering, often due to red tape and budgets, would likely be months if not over a year.  Another argument is that the service offering is already a proven commodity to the provider, with existing staff, who have the technical experience and the marketing knowledge to deliver effectively. 

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Telephone: (919) 439-5000
1150 SE Maynard Rd
Cary, NC 27511
263 13th Ave S, Suite 340
St Petersburg, FL 33701

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