THE SERVARA SOLUTION
With breakthrough scheduling and optimization
technology, Servara provides an end-to-end toolkit for
planning, appointment booking, daily operations and
actionable insights, ensuring exceptional service, fully
streamlined and automated operations.
Workday
01 Planning Stage
Scheduling
Resource planning across time and geographic space to support changes in operational volume throughout the year – seasonality, marketing activities, and business shifts
Planning and scheduling, which generates the detailed individual schedules based on all business rules, constraints, the objective function, as well as current demands and available resources
Scheduling
Define company service level policies
Configure the optimization engine & resource scheduling
Support a wide range of business rules & constraints
Easily adjustable objective function
Automatic
Scheduling
- Auto-management spans weeks, months, and periods
- Scheduling shifts and teams and auto-distribution with preferred schedules
- Accounting rules and scales for duties/regularities
- Support for absences in out-of-office service cell situations
- Ability to perform geographic and territory analysis
- Rotation, transfers
- Customer zones
02 Appointment Booking Stage
Scheduling
The appointment scheduling stage enables organizations to ensure that services are delivered on time, efficiently, and according to the promised standard (First Time Fix)
Booking
- Management of multiple service levels for different
customer types – business clients, VIPs, preferred
customers, and more. - Offering personalized arrival windows to customers,
taking into account: - Scheduling rules and organizational constraints
- Estimated travel times
- Equipment availability and field staff capabilities
- Arrival windows are proposed so they are practically
achievable and operationally and economically optimal
for the organization.
Presentation
- TO END CUSTOMERS: interactive schedule for proposed arrival windows via mobile or internet
- TO SERVICE REPRESENTATIVES: embedded window within the organization’s CRM system
- VIA SERVARA SCREENS: for internal or external display, depending on the need
Benefits
Once an appointment is scheduled, Servara
automatically manages continuous optimization of the schedule. This ensures that the promised arrival window is consistently met and dynamically adjusts tasks in real time based on resource availability, required equipment, and any changes that occur during the workday
Appointment scheduling time reduced by over 90%
Customer late arrivals cut by more than 80%
Field staff efficiency improved by ~20%
03 Throughout the Workday
Layer
During the workday, Servara empowers service organizations with a powerful, real time operating layer that ensures every task is executed efficiently, accurately, and on schedule
ADVANCED MOBILE MODULE
- Create tailored mobile forms instantly based on customer needs. Capture customer signatures, upload photos from the field, and continue working smoothly even when offline.
- The module connects easily to ERP and CRM systems, provides continuous status updates, and allows technicians to receive tasks directly from the back office
REAL-TIME EXCEPTION HANDLING
- Quickly manage unexpected events such as technician incidents or extended on-site tasks with automatic or drag and drop adjustments
- Use What If analysis to explore possible alternatives and
select the best response
SMART GEO FENCING
- Define precise work zones to ensure that technicians can report progress only from the exact location where the task is intended to take place, improving accuracy
and compliance
END TO END CONTROL AND VISIBILITY
- Gain a complete operational view of all service and field activities across time and location, including tasks, workflows, resource usage, and overall performance.
INTELLIGENT ALERTS
- Receive immediate alerts for any operational deviation, such as predicted delays or tasks that are taking longer than planned.
DYNAMIC PERFORMANCE DASHBOARD
- View real time progress of all activities throughout the workday, providing managers with clear insight and continuous operational awareness.
LIVE FIELD MONITORING
- See exactly what is happening in the field in real time, displayed on both a timeline and a live map.
- Instantly identify available technicians for urgent, high priority tasks.
04 Servara Insights Model
Engine
Leading service organizations never stand still. They are always looking for the next step. Always seeking ways to optimize, improve and deliver exceptional customer experiences.
SERVARA INSIGHTS MODEL
To give you a real edge, we developed the SERVARA Insights Model. An AI powered engine that transforms complex data into actionable insights. Continuous learning and data-driven improvement ensure a significant competitive advantage
COMPLETE & ACCURATE VIEW
With the Insights module, managers and planners get a complete, accurate view of all planning and execution processes at the click of a button
AUTOMATIC & IMMEDIATE REPORTS
What once required custom reports, complex infrastructures and hours of analysis is now automatic and immediate
GET INSTANT ANSWERS
Ask questions in natural language and get instant answers. See dynamic charts, interactive visualizations and smart insights drawn from large and complex data sets
ANALYSIS & INSIGHTS
SERVARA delivers efficiency analysis, statistical metrics across time and space, trend detection, and reports tailored to every question about your data
Advantage
SERVARA provides the right insight in real time, enables fast and smart decision making, and helps organizations maintain a competitive advantage efficiently and cost effectively