Case Study ยท Enterprise Field Service

Secure B2B field service software for POS support operations.

Develocity developed an operational platform connecting a field service organization with one of Canada's major banks to coordinate support for point-of-sale equipment in merchant locations.

The workflow

From bank support ticket to completed field service call.

When a merchant experienced an issue with a bank-supplied POS terminal, the merchant contacted the bank. The bank generated a support request that was transmitted securely to the field service system.

Dispatchers assigned the resulting work to a technician. The technician attended the merchant location, diagnosed the problem and performed the required equipment removal, installation or replacement. Inventory was managed in the same operational system.

Once the work order was complete, the dispatcher transmitted the completed service call back to the bank.

End-to-end service lifecycle

A connected operational workflow.

  1. 01Merchant reports POS issue

    The merchant contacts the bank's support organization.

  2. 02Bank creates service request

    The request is transmitted into the field service platform.

  3. 03Dispatcher assigns work

    A work order is coordinated and assigned to a technician.

  4. 04Technician attends location

    The technician diagnoses the issue and performs required equipment work.

  5. 05Inventory is updated

    Removed and installed equipment is tracked through the system.

  6. 06Completion returns to the bank

    The completed service call is securely transmitted back to the originating organization.

Enterprise integration

Secure system-to-system communication was part of the workflow.

Communication between the organizations was handled through APIs over secure private VPN connectivity. The integration moved service requests into the operational platform and returned completed service information to the bank without relying on manual re-entry between systems.

This system expanded the accelerator's experience with external integrations, workflow orchestration, inventory, field operations and end-to-end operational traceability.

Capabilities demonstrated

Enterprise operations in one coordinated platform.

B2B API integration

Automated system-to-system exchange of service requests and completed calls.

Secure private connectivity

API communication operating across private VPN infrastructure.

Dispatch & work orders

Operational coordination from incoming request through technician assignment and completion.

Field technician operations

Software supporting diagnosis and equipment changes at merchant locations.

Inventory management

Tracking the equipment and inventory involved in service delivery.

Operational traceability

A connected history from originating bank request through completed service call.

Current generation

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