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Reactive to Predictive: How AI-Powered Field Service Transforms Manufacturing Operations

WEST Session: Manufacturing field service operations are plagued by inefficiency, reactive responses, and disconnected systems that drain profitability and frustrate customers. Most manufacturers still rely on manual scheduling, disparate software solutions, and limited real-time visibility into field operations, technician status, and equipment performance, resulting in suboptimal routes, missed appointments, and escalating operational costs. This presentation demonstrates how manufacturers are transforming their service operations using ShareCRM's AI-powered, mobile-first field service platform. Attendees will discover specific technologies including intelligent scheduling and dispatch algorithms that optimize resource allocation and technician assignments, AI assistants that use real data to identify and resolve potential issues before they impact customers, and industry-leading mobile applications that empower field service reps to complete jobs efficiently from accepting work orders to delivering parts from their own inventory. The session features real-world implementation strategies showing how manufacturers achieve a single view of the customer throughout the entire sales, service, and marketing lifecycle while connecting teams, processes, and systems with smart, automated workflows. Participants will learn about AI-powered knowledge bases that instantly recognize issues and recommend solutions, customer service analytics that provide holistic team productivity insights, and partner relationship management capabilities that extend operations through dealer and distributor networks. Attendees will leave with actionable insights on implementing connected, intelligent field service solutions that maximize uptime, boost profitability, and deliver delightful customer experiences while transforming reactive service costs into proactive competitive advantages.  

Steve George

Speaker at WEST: Steve George, Senior Manager Product Engineering – Solid Rounds, Kennametal

Chris Joco

Speaker at WEST: Chris Joco, Principal Solutions Architect, DSD Business Systems

Internal Audits Unlocking Value and Reducing Risk

WEST Session: Internal audits are more than a compliance requirement, they are a strategic tool for driving performance, reducing risk, and building a culture of continual improvement. This session explores how disciplined audit programs can deliver both tangible and intangible business value. Attendees will learn how effective internal audits reduce the cost of poor quality, minimize hidden risks, and strengthen external confidence with customers and regulators. We’ll examine common barriers, such as audit fatigue, time conflicts, and data silos, and offer practical, low-cost tools to overcome them, including risk-based scheduling, clause matrices, and competency-driven auditor training. The session will also discuss how to embed audit outcomes into daily operations, promote transparency, and use trend data to guide decision-making. Whether you're refining a mature system or rebuilding from the ground up, this session offers actionable insights to increase engagement, sharpen focus, and get more value from every audit.

Swamy Mahesh

Speaker at WEST: Swamy Mahesh, Chief Technology & Ai Strategy Officer, Impaqx LLC

Robert Lewis

Speaker at WEST: Robert Lewis, CEO & Founder, Impaqx LLC

Len Reo

Speaker at WEST: Len Reo, President, The Attivo Group

Rob Dusenbury

Speaker at WEST: Rob Dusenbury, Technical Applications Director, CAD/CAM Consulting Svcs.