Brandon Simon and Ben Bergman of Crown Equipment shared how a technician-led knowledge base strengthens frontline support and service innovation. The session explored content governance, field feedback, global scalability, and practical lessons for building trusted service knowledge. Knowledge Bases for Field Service: Key Takeaways from Brandon Simon, Ben Bergman at Service Next West 2027

Knowledge Bases for Field Service: Key Takeaways from Brandon Simon, Ben Bergman at Service Next West 2027

11/02/2026

At Service Next West 2027, Crown Equipment’s Brandon Simon and Ben Bergman presented “Empowering the Frontline: Leveraging Knowledge Bases to Advance Training, Support, and Service Innovation.” The case study explored how a technician-focused knowledge base can close information gaps, improve troubleshooting confidence, and strengthen customer service. For service leaders managing complex products, distributed teams, and rapid technology change, Crown’s experience offered a practical roadmap for turning frontline knowledge into a scalable operational advantage.

Key Takeaways

1. Build a knowledge base around real technician needs

Crown began its TIPS knowledge base after recognizing that technicians and technical support teams repeatedly handled questions not fully addressed in existing manuals. The content focused on undocumented, practical knowledge rather than duplicating formal product documentation. This technician-first approach helps service organizations address the questions that arise in real customer environments and makes knowledge more useful at the point of work.

2. Create one trusted source of service information

The TIPS team deliberately avoided creating duplicate content when information already existed in service manuals, bulletins, or other systems. Instead, it filled documented knowledge gaps while working toward a unified source of truth. For organizations managing multiple platforms, product lines, and regional teams, content governance reduces conflicting guidance and gives technicians greater confidence in the information they use to resolve issues.

3. Use frontline feedback to improve content continuously

Crown made technician feedback a central part of its knowledge process. Technicians could suggest new articles, recommend updates, and identify content that needed clarification. The team responded to every submission, whether or not it resulted in a new article. This feedback loop encouraged participation and transformed field experience into reusable knowledge that could benefit technicians across the organization.

4. Treat content quality and review as ongoing operations

As the knowledge base grew, Crown introduced a structured review process to protect accuracy and relevance. Subject matter experts checked articles for outdated information, duplicates, search terms, links, usage patterns, and opportunities to add images or animated explanations. This content lifecycle management approach is essential for service organizations whose products, procedures, and technologies change frequently.

5. Pair technical expertise with strong writing and localization

Crown learned that technical knowledge alone does not guarantee clear, consistent content. Early articles reflected the writing styles of many contributors, making translation and global expansion difficult. Technical writers later standardized the articles, improving consistency and translation quality. The lesson is clear: scalable knowledge management requires collaboration among technicians, writers, reviewers, platform owners, and localization teams.

6. Support culture change with dedicated ownership

Previous knowledge initiatives struggled when they were treated as side projects. Crown created a dedicated knowledge manager role and built a broader team to oversee content development, technical review, platform administration, and translation. Dedicated ownership helped demonstrate the value of the program, earn technician buy-in, and maintain the speed required to publish useful updates within days rather than months.

Why It Matters

Field service organizations face persistent skills gaps, complex equipment, retiring expertise, and growing customer expectations for fast resolution. Crown’s case study shows that a knowledge base is more than a document repository: it can become a shared operating system for frontline learning and support. By capturing experienced technicians’ insights, validating them centrally, and making them searchable, leaders can shorten onboarding, improve troubleshooting consistency, and build confidence in newer employees. The session also reinforced that AI will be most effective when it is supported by accurate content, strong governance, and trusted relationships with the people using it.

Actionable Insights

  • Identify recurring knowledge gaps: Review support calls and technician feedback to find questions existing manuals do not answer.
  • Design for frontline users: Organize troubleshooting, how-to, and informational content around the language and workflows technicians use.
  • Establish content governance: Assign owners, schedule reviews, remove duplicates, and monitor search and usage data.
  • Prepare knowledge for scale: Standardize writing, connect related articles, add visual guidance, and plan for localization and AI.

Want more insights from Service Next West 2027? Explore the full agenda to discover additional sessions focused on people, process, technology, and the future of field service.

Service Next West 2027 brings service and support leaders together to explore practical strategies for developing talent, improving operations, and advancing customer experiences.