Trane Commercial North America Field Communications System For













- Slides: 13
Trane Commercial North America Field Communications System For Associates – May 2016 Presented by: Mary Beth Kime, Communications BP
Agenda • Communications today – why make a change? • New Field Communications System ‑ How it works ‑ How it affects you and your teams Ingersoll Rand | Commercial HVAC Sales | Learnings & Recommendations from Communications 2
Today’s Discussion OUR SITUATION Burning platform to update and improve communication with district office leaders and our front-line employees We conducted focus groups, 1: 1 conversations and a full assessment of our system today. We benchmarked external companies for best practices What we found was… NEXT STEPS Develop, implement and maintain a communications system that achieves the following goals: § § § Ensures that the field receive the information needed to do their jobs Streamlines flow of communications to the field to increase productivity and predictability – and avoid “one-off” messages and communications Respects the pace of the business Creates consistency in communications roles and responsibilities for front-line employees, managers and leaders in the field Increases employee satisfaction Creates a loop for addressing issues through interactive methods Ingersoll Rand | Commercial HVAC Sales | Learnings & Recommendations from Communications 3
Field Communications: Future State Proposed Flow of Communications Approach/Strategy for Communications with Field (CSOs) • Operationalize: Leverage new technology and tools to improve effectiveness of information sales and field operations employees needs to do their job. Use The Hub to build strong, sustainable two-way communications that includes simple, predictable push methods by audience • Activate: Develop a predictable, simple process for District Leadership to prioritize and organize messages Bundled messages are short, action-oriented with clear “to do” and delivered predictably in a push format with a special audiencespecific Share. Point site with all materials; create feedback mechanism for questions and dialogue • Engage: Continue to strengthen the top-down Build upon the top-down communications – extended leader meetings, roundtables, – with emphasis on short, brief, actionable messages Ingersoll Rand | Commercial HVAC Sales | Learnings & Recommendations from Communications 4
Field Communications: Future State The Hub What? • Replacement tool for Knowledge Center (KC) and Tech Connect discussions boards • 35, 000+ solutions migrated from KC as well as 1, 700+ Tech Connect discussions • All factory technical support teams using it now! Why? • Reliable, mobile-friendly system you can access from anywhere • Intuitive keyword search helps you find answers you need • Ask your questions/find answers from support teams and fellow technicians Where? Who? When? • In the cloud – no need to VPN • Access by PC, mobile, or tablet • Just go to http: //hub. trane. com and log in with your IR credentials • Anyone who has access to KC today • Discussion boards limited to Trane CSOs (independent and company-owned) and headquarters • The Hub is for You! • Official rollout January 18, 2016 • Training available • But you can get in today! Ingersoll Rand | Commercial HVAC Sales | Learnings & Recommendations from Communications 5
Field Communications: Future State The Hub – Getting Started • Go to hub. trane. com, log in with IR credentials • Start with Hub Help Community and Get Started videos • Watch the Hub Demo (30 mins): https: //hub. ingersollrand. com/videos/1250 • Learn about the mobile experience: https: //hub. ingersollrand. com/docs/DOC-73652 Ingersoll Rand | Commercial HVAC Sales | Learnings & Recommendations from Communications 6
Field Communications: Future State How it will work BEFORE AFTER Exceptions: • Local marketing newsletters • Crisis, confidential, extremely timely messages • HR and IT-related, acquisitions FUTURE: Daily updates, combination push NOW: Dozens of channels, not predictable or Ingersoll Rand | Commercial | Learnings & Recommendations from Communications (summary email) and pull (Hub), lower volume 7 consistent, too much volume, HVAC hard. Sales to prioritize
Field Communications: Future State How it will work • Once a day, you will receive a short summary email of updates for a specific • business stream – each day will be different Click on a link to go directly into viewing the update from the Hub Ingersoll Rand | Commercial HVAC Sales | Learnings & Recommendations from Communications 8
Field Communications: Future State Where do updates live? Ingersoll Rand | Commercial HVAC Sales | Learnings & Recommendations from Communications 9
Field Communications: Future State E-Library… Ingersoll Rand | Commercial HVAC Sales | Learnings & Recommendations from Communications 10
Field Communications: Future State Other Helpful Tips • You can change what you receive in your Outlook inbox, such as choosing to “follow” a group, community, person • You can change this via your Profile and Settings! Ingersoll Rand | Commercial HVAC Sales | Learnings & Recommendations from Communications 11
Field Communications: Future State How you can choose to view the daily updates • You will NOT receive the daily push email updates in your inbox… however… • In your monthly package you’ll see links into the Community sub-spaces for each business stream. • You can choose to “FOLLOW” the spaces for real-time updates in your email by checking “Inbox” Ingersoll Rand | Commercial HVAC Sales | Learnings & Recommendations from Communications 12
Field Communications: Future State Other Changes to Keep in Mind • Trane News changes – will be shorter stories focused • • on recognition, community relations, major wins, etc. Technician Newsletters (Service and Controls) – more easy-to-read bullets and action items, less paragraphs Monthly Systems Update (MSU) – will continue our same process, continue to keep concise, and will make it available to link into the Hub, not share point Sales Manager Weekly Update will be absorbed into this system in Q 2 Local Communications – No changes at this time for district local newsletters and town halls Ingersoll Rand | Commercial HVAC Sales | Learnings & Recommendations from Communications 13