01 · Preparation
Assemble the record before departure.
Access, qualifications, contacts, documents, parts and constraints are controlled before assignment.
OTILA CMMS
Coordinate distributed interventions.
OTILA CMMS · Field sites
Coordinate distributed interventions.
Keep one asset history.
Plan teams, skills, access, parts and reports for interventions delivered across several customer sites.
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Every field intervention remains linked to the customer, site, asset and commitment that triggered it.
Truly mobile operations
A field site is not an address—it is a complete operating context.
The module connects customer, site, asset, access, team, part, instruction and report. Planning knows what is ready; the field knows what to do; history knows what happened.
02 · Field
Guide without burdening the technician.
Mobility brings instructions, history, statuses, readings, photos and reservations into one usable journey.
03 · Coordination
Share a status everyone can understand.
Planning, site managers and customers see the same progress without exposing data they do not need.
The operational journey
Three stages. One continuous flow.
Explore each stage: actions, information and expected evidence stay connected in the same business record.
Prerequisites controlledStage 01 · Prepare
A record ready before departure
Bring together access, safety, contacts, documents, skills and parts.
- Useful information in context
- Clearly assigned responsibility
- History and evidence retained
01 / 03
Decision lab
Test the field journey before an emergency exposes its gaps.
The scenarios connect priority, capacity, prerequisites, evidence and next action. They frame the process without simulating fictional benefits.
01 / 04
Critical equipment fails at a remote site.
Situation
Several technicians are possible, but skills, distance, access, parts and commitments differ.
Decision to design
Qualify criticality, verify prerequisites and assign the resource that can actually intervene.
Expected evidence
Priority, assignment rationale, availability, route, acceptance and expected time.
What the capability changes
Outcomes that field teams and management can understand.
Better prepared first visit
Technicians receive the information and resources they need.
Visible coordination
Planning and the customer share one intervention status.
Knowledge retained
History improves future interventions on the same asset.
Integration by design
The module fits into your ecosystem.
The systems shown describe exchanges to assess; they are not a list of native connectors. Data contracts and responsibilities are approved during scoping.
Security, rights, monitoring and recovery are addressed for every flow.
B‑AGILEbusiness capabilityOTILA GMAOCRMPlanningMobilityInventoryFinance
Information-system boundaries
One record, responsibilities that remain distinct.
OTILA coordinates the intervention and its history. HR, purchasing, finance, mapping and customer master data stay in the selected systems.
01Intervention
OTILA CMMS
- Owns
- Request, priority, work order, asset, assignment, instructions, actions, time, consumption, evidence and closure.
- Exchanges
- Mission, status, requirement, report, reservation and next action.
02Resources
ERP · HR · Inventory
- Owns
- Employee master data, costs, purchasing and physical movements under the selected architecture.
- Exchanges
- Qualified availability, requirements, reservations, receipts and costs.
03Relationship & visibility
CRM · Customer portal
- Owns
- Customer, contacts, commercial request, viewing rights and external communication.
- Exchanges
- Request, appointment, authorised status, report and customer validation.
Go further
Prepare field operations before deploying mobility.
Content for scoping teams, evidence and multi-site coordination.
Scoping questions
What must be clarified before deciding.
The final scope depends on your architecture, responsibilities and required evidence.
Can planning use skills and zones?
Yes, under the approved resource, territory, availability and assignment rules.
Can the customer sign?
The format, evidential value and signature conditions must be validated for the target process.
Can the module work offline?
The offline scope depends on approved devices, coverage areas, priority events and synchronisation rules.
Can a customer see only its own interventions?
Yes, if viewing rights, exposed data, statuses and isolation rules are defined for the selected portal or channel.
Can several teams and subcontractors be coordinated?
Yes, within a framework where identities, skills, availability, responsibilities, access and evidence are explicitly qualified.
Start from your context
Validate the value, interfaces and right scope.
Navigator prepares the diagnostic. A B‑AGILE expert then turns the context into a decision path.