Sample caseGenerated by Serre · not a real customer

Field Service Modernization
at Northwind Industrial

A worked example of what a Serre-generated business case looks like end to end. Real product output, fictional buyer.

Manufacturing · 2,400 employees3-year horizonBuyer: VP Field Operations + CFO

Annual value identified (P50)

$9.95M

Across three primary value drivers in the field service organisation. P10–P90 confidence range published below; every line item ties to an editable assumption.

ROI

412%

Payback

4.6 mo

Executive narrative

Why this matters now.

Northwind's field service organisation runs 320 technicians across the Midwest and Northeast, dispatching against an aging install base. Internal benchmarks place first-time fix rate at 68% — eleven points below industry median for connected equipment manufacturers.

The 2026 strategic plan calls for a 30% increase in service attach rate without growing headcount. Today's dispatch and parts workflow makes that target unreachable: every additional service order absorbs ~4.2 hours of admin time per technician before they touch the asset.

A modernised field service workflow recovers that admin time, improves first-time fix, and creates the operational headroom to hit the 30% target on the existing technician base. The CFO's return threshold is a payback under twelve months and a 3-year ROI above 200%; this case clears both with margin.

Value drivers

Three drivers. Auditable math.

Every driver shows the formula, the inputs, the annual value, and a confidence rating. Click any input to change the assumption and the case recomputes live in the product.

Field service productivity
Technicians × Hours saved/wk × 52 × Loaded hourly
$4.89M
High confidence
Technicians
320
Hours saved / wk
3.5
Loaded hourly
$84
First-time fix rate lift
Truck rolls avoided × Avg cost per roll
$3.14M
High confidence
Avoided rolls / yr
11,200
Cost per roll
$280
Warranty leakage recovery
Annual warranty spend × Leakage reduction %
$1.92M
Medium confidence
Annual warranty spend
$24M
Leakage reduction
8%

Confidence range

10,000 simulations.
One honest answer.

Every variable carries a confidence band. Serre runs ten thousand Monte Carlo simulations to give the CFO a defensible range instead of a single cherry-picked number.

$7.4M
P10 (conservative)
$9.95M
P50 (expected)
$13.2M
P90 (upside)

Buyer Q&A

Pre-empt the questions
finance is going to ask.

Serre generates a Q&A pack from the case and the buyer brief so the champion walks into the finance review knowing exactly which objections to expect.

Q. How sure are you about the 3.5 hours saved per technician per week?
A. Pulled from two reference deployments in adjacent verticals. We modelled a P10 of 1.8 hours, which is what the conservative case assumes.
Q. Won’t these gains overlap with our existing FSM investment?
A. We backed out 22% of the productivity benefit to avoid double-counting against the FSM rollout already underway in EMEA.
Q. What’s the payback if technician growth slows?
A. At a 0% growth scenario the payback shifts from 4.6 to 6.1 months. Still inside your stated 12-month threshold.

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