[Webinar] Office 365: You’ve Gone Mobile, Now What?
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[Webinar] Office 365: You’ve Gone Mobile, Now What?

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Portal Solutions' Jill Hannemann, Director of Advisory Services and Chris Poteet, UX/UI Consultant with special guest David Lavenda, Vice President, Product Strategy with harmon.ie discuss how to ...

Portal Solutions' Jill Hannemann, Director of Advisory Services and Chris Poteet, UX/UI Consultant with special guest David Lavenda, Vice President, Product Strategy with harmon.ie discuss how to maximize the business value through effective mobile initiatives.

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  • At the recent Gartner PCC Summit in May, Gartner gave their view of the state of mobile initiatives. According to their findings, BYOD is yesterday’s news; the devices are out there. What business people at those companies have been able to get from those devices so far is email, calendaring and contacts. But that is not where the real business value is. Companies want to employ mobile devices to let their employees work anytime, anywhere. And that is what companies are now trying to figure out how to do. <br /> <br /> The next steps? It’s what Gartner calls the “Second tier of value” – and a lot of it involves making better use of documents on the go; specifically – <br /> Content creation – generate and edit work documents related to contract negotiations, project management, etc. <br /> Content review – for contracts, projects, keep the daily business wheels in motion. <br /> High-value content – for expensive employees, time is money; for emergency personnel, time means saving lives. So making high-value documents available to people when they need them is hugely important. <br /> <br /> Note: that because the second tier of value involves getting value of documents, SharePoint and Office 365 will play a central role in driving mobile initiatives. It’s simply that 80% of organizations already have SharePoint for managing and sharing documents. So whatever strategy you take, using the secure enterprise tools you already have in-house, like Office 365 and SharePoint will be key parts of a successful initiative. <br /> <br />
  • OK – so you know WHAT you have to find a way to give mobile workers secure access to important documents, AND let them work on those documents and share them to achieve that second tier of value. <br /> <br /> The WHAT is simple. <br /> <br /> But HOW do you do this? There has to be a strategy if you want this to succeed because just making the tools available doesn’t work. We all know that changing peoples’ behavior is the biggest impediment to adopting new technology. So the value to the user has to be super high and the amount of work involved in doing things differently has to be very low. It has to be really simple to get people to switch. <br /> <br /> Iin fact there are two approaches to providing lots of value while making it easy for workers. <br />
  • One approach is to roll out mass-appeal apps to the general work population. Things like make it easy for people to take meeting notes on tablets and them upload them and share them with colleagues in one click. This approach places an emphasis on ‘ease of use’ – taking something that was complicated and making it easy. <br /> <br /> The other approach focuses on high-value, business, vertical-specific use cases. Things like enabling railway workers to access safety procedures during an emergency situation, offline, while not connected to the network. The ability to save lives and avert disaster by acting quickly has a huge benefit and payout. Here the emphasis is on providing high value to specific workers and work situations. <br /> <br /> So which approach is right? To find out, let me introduce our two presenters for today… <br /> <br /> <br /> <br /> <br /> <br />
  • Be flexible in supporting as many security models as possible. It is impractical to have to cater each solution to a specific security environment.
  • Metadata is what turns SharePoint from a document graveyard to a true knowledge solution – the ability to easily classify information and then use Search to find document classified using a well-defined taxonomy makes it easy for people to find the documents they need, when they need them. <br />
  • Trying to make people learn something new is a non-starter. People like to use familiar tools, and no tool is more familiar than Microsoft Office. With MS’s recent offering of Office for iPad, users can now edit documents using what they know best. And with harmon.ie, users can now do that within the secure environment provided by today’s MDM suppliers.
  • Having access to the latest and greatest is the difference between success and failure in the field.
  • Imagine being able to stop dumping out printouts every time a new update occurs.
  • Finding the right person at that critical moment when disaster strikes may mean the difference between success and failure in the field.
  • Regardless of which strategy you pick, harmon.ie supports you either way; with developing mass-appeal mobile apps for the general business worker or by developing business-specific use cases that differ by industry. And the examples shown here today are only representative of what is possible; in fact there are many other business cases being solved today for mobile workers in other verticals. <br /> <br /> Since we showed the use cases with harmon.ie; maybe just a few words about harmon.ie… <br />
  • harmon.ie is a set of apps that provide a single screen experience for all your Microsoft collaboration products – such as SharePoint, Office 365, OneDrive for Business, Lync, Yammer, Office Online, Outlook Web App, and email. Instead of having to toggle between multiple applications, harmon.ie brings all the tools you already use into a single, smooth workflow – in a single app. And it works on all your mobile devices – iOS, Android, Windows Phone, and BB 10, as well as on the desktop as an email plugin, and in the browser as an Outlook Web App widget. <br /> <br /> To see how harmon.ie can help you drive your mobile initiative and achieve Gartner’s second tier of value…
  • Try harmon.ie today for free; there are free versions of harmon.ie for all your mobile devices and for the desktop. <br /> <br /> Or download the “Guide to Mobile Collaboration” to learn even more about what you need to provide to your workers so that they will be able to use their tablets and smartphones to get work done. <br /> <br /> Thank you. <br />
  • Adam Edit

[Webinar] Office 365: You’ve Gone Mobile, Now What? [Webinar] Office 365: You’ve Gone Mobile, Now What? Presentation Transcript

  • Office 365: You’ve Gone Mobile, Now What?
  • Who Are We? Jill Hannemann @JHCherryBlossom » Director of Advisory Services at Portal Solutions » Blogs: Editor, Portal Solutions Digital Workplace Today » SharePoint Areas of Interest: Term Store, Product Catalog, Records Center, Metadata Navigation, Content Types, and e-Discovery with Exchange » Culinary project: perfect pizza dough Chris Poteet @chrispoteetpro » UI/UX Consultant at Portal Solutions » Blogs: siolon.com » Specialties: User Research, Interaction Design, and Content Strategy
  • 3 David Lavenda VP Product Strategy at harmon.ie, Fast Company Contributor Information Overload Researcher davidl@harmon.ie @dlavenda http://www.linkedin.com/in/dlavenda www.slideshare.net/dlavenda http://www.fastcompany.com/user/david-lavenda Who Are We?
  • About Portal Solutions We deliver Digital Workplace Products and Solutions that help organizations share what they know and find what they need by connecting people, data, and content. 4
  • Agenda 5 • Case Study: Zoll – Responsive Mobile Design – Big Takeaways • Two Strategies to Drive Mobile Initiatives – Developing Mass Appeal Apps – High-Value Vertical Business Apps
  • Project Background
  • Project Background • Zoll desired design guidance before beginning implementation of the new LifeVest Network Application. • The LifeVest is a product to monitor sudden cardiac arrest patients before a permanent, surgical solution is completed. • The Zoll design phase is built upon the foundation of a research and discovery phase. 7
  • Design Phase
  • Design Philosophy • Mobile-First  Provides focus and clarity.  Allows a forward-thinking approach. • Task-Focused  All labels and UI arrangement should facilitate task completion.  Categories of content are built around tasks and functions. • Strong “Information Scent”  Labels in the navigation should provide clear indicators to users on the information behind the label.
  • Interface Design • All Built Mobile-First  Content Strategy  Information Architecture • Heavy Interaction Design Guidance 10
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  • 15 “You exceeded our expectations.” “Not only will this project impact the sales force [positively], it will also allow us to expand at the ZOLL level.” "As far as I'm concerned, this is a home run. You hit it out of the park.”
  • Takeways • Doing application design using mobile-first and responsive web design require extensive planning and thoughtfulness. It should touch everything! • Don't design in a vacuum: consistently and thoughtfully engage the business and users to build user-centered solutions. 16
  • Two Strategies to Drive Mobile Initiatives WHICH ONE IS FOR YOU? MASS APPEAL MOBILE APPLICATIONS BUSINESS-SPECIFIC MOBILE SERVICES http://harmon.ieTuesday, June 24, 2014
  • 18 David Lavenda VP Product Strategy at harmon.ie, Fast Company Contributor Information Overload Researcher davidl@harmon.ie @dlavenda http://www.linkedin.com/in/dlavenda www.slideshare.net/dlavenda http://www.fastcompany.com/user/david-lavenda Moderator
  • Second tier of value Finding the Second Tier of Value 19 Email Calendar Contacts First tier of value Content Creation • Mobile documents • Communications • Graphics/Video Source: Roth, C., How to Improve Business Outcomes by Mobilizing Productivity Work, Gartner Research, PCC Summit, LA, May 2014 Content Review • PDF annotation • Highlighting • Commenting High Value Content Consumption • Offline • Secure • Executive-level or field audience
  • But How Do You Do This? 20
  • 21 But How Do You Do This?Two Strategies to Drive Mobile Initiatives MASS APPEAL MOBILE APPS BUSINESS- SPECIFIC MOBILE SERVICES
  • 22 BUSINESS- SPECIFIC MOBILE SERVICES MASS APPEAL MOBILE APPS
  • Finance 23
  • Finance Usage • Secure access to important documentation • Real-time collaboration around documents 24 Company / Customer Typical User • Account manager The Business Value • Avoid data leakage through use of unsanctioned storage (Dropbox, iCloud, etc.) • Reduce time for negotiations • Prevent costly mistakesReasons for Adoption • Intuitive single screen experience • Fully supports business taxonomy • Platform/MDM agnostic – all major vendors and multiple strategies supported • View/edit/annotate Office and PDF documents
  • Support multiple security models – MobileIron for example 25 View, edit and follow business related criteria - metadata View and edit Office documents using Office Online apps Finance Secure Collaboration - Key Capabilities 1 2 3
  • Support multiple security models – MobileIron for example 26 Finance Secure Collaboration - Key Capabilities 1
  • 27 View, edit and follow business related criteria - metadata Finance Secure Collaboration - Key Capabilities 2
  • 28 View and edit Office documents using Office Online apps Finance Secure Collaboration - Key Capabilities 3
  • Transportation 29
  • Transportation Usage • Offline Access to Emergency Documentation • Access to updated emergency ops procedures • Access to emergency contact lists 30 Representative Company Typical User • Engineers • Safety Personnel • Railway crews The Business Value • Saves lives • Mitigates environmental disasters • Enormous cost savings Reasons for Adoption • Reduces environmental impact (elimination of paper-based documentation) • Ensures the latest versions of key documents are always handy • Automatic pushing of documents to personnel prevents errors and confusion
  • Automation of pushing latest versions to remote workers can save lives and reduce costly errors 31 Vast reduction in paper- based overhead Full document and people search allows emergency workers to respond faster to crises Transportation Offline Access to Emergency Documentation - Key Capabilities 1 2 3
  • Automation of pushing latest versions to remote workers can save lives and reduce costly errors 32 Transportation Offline Access to Emergency Documentation - Key Capabilities 1
  • 33 Vast reduction in paper- based overhead Transportation Offline Access to Emergency Documentation - Key Capabilities 2
  • 34 Full document and people search allows emergency workers to respond faster to crises Transportation Offline Access to Emergency Documentation - Key Capabilities 3
  • 35 BUSINESS-SPECIFIC MOBILE SERVICES MASS APPEAL MOBILE APPS
  • Project Management 36
  • Project Management Usage • Ensure up-to-date project documents • Anywhere, real-time editing of shared documents 37 Company / Customer • Any Company Typical User • Project / IT Manager • PMO, Sales and Marketing, Board members • Senior Execs The Business Value • Reduce costly mistakes due to incorrect information • Accurate project documentation (governance) • Search and findability for important information (metadata)Reasons for Adoption • It’s a no-brainer; there is no need to manually manage/retrieve documents • Efficiently handle all project-related artifacts (documents, tasks, contacts, issues, etc.) • Real-time access to latest information
  • Easy publishing of project- related content 38 Automated access to all project-related content: • Documents • Calendars • Tasks • Announcements Ensure workers have the latest and greatest versions Project Management Document Standardization- Key Capabilities 1 2 3
  • Easy publishing of project- related content 39 Project Management Document Standardization- Key Capabilities 1
  • 40 Automated access to all project-related content: • Documents • Calendars • Tasks • Announcements Project Management Document Standardization- Key Capabilities 2
  • 41 Ensure workers have the latest and greatest versions Project Management Document Standardization- Key Capabilities 3
  • Paperless Initiatives 42
  • Paperless Initiatives Usage • Share meeting notes • Having latest copy of minutes always on tap 43 Company / Customer • Any Company Typical User • Project Managers • Execs • Admins The Business Value • Reduces errors from document chaos • Accurate record of proceedings (governance) • Search / findability of important information (metadata) • Positive environmental impact (paper reduction) Reasons for Adoption • Eliminates the time needed to email notes to participants • Much easier than previous paper-based methods • Vastly improves findability/searchability/accessibily of notes
  • Easily find project-related content like status, updates, and action items 44 Annotate documents, diagrams, presentations ‘on the fly’ while in a meeting Tagging/classifying notes means you can search/find information across many (similar) meeting notes and summaries Paperless Initiatives Sharing Meeting Notes - Key Capabilities 1 2 3
  • Easily find project-related content like status, updates, and action items 45 Paperless Initiatives Sharing Meeting Notes - Key Capabilities 1
  • 46 Annotate documents, diagrams, presentations ‘on the fly’ while in a meeting Paperless Initiatives Sharing Meeting Notes - Key Capabilities 2
  • 47 Tagging/classifying notes means you can search/find information across many (similar) meeting notes and summaries Paperless Initiatives Sharing Meeting Notes - Key Capabilities 3 Paperless Initiatives
  • 48 Tagging/classifying notes means you can search/find information across many (similar) meeting notes and summaries Paperless Initiatives Sharing Meeting Notes - Key Capabilities 3 Paperless Initiatives
  • 49 Who’s Right? MASS APPEAL MOBILE APPS BUSINESS- SPECIFIC MOBILE SERVICES
  • 50 MASS APPEAL MOBILE APPS BUSINESS- SPECIFIC MOBILE SERVICES Who’s Right?harmon.ie Supports You Both Ways
  • 51 harmon.ie Supports You Both Ways Single-Screen Collaboration Experience Across Mobile, Browser & Desktop
  • 52 harmon.ie Supports You Both WaysNext Steps TRY harmon.ie Mobile TODAY Download the “Guide to Mobile Collaboration”
  • Next Steps 53 Questions and Answers TRY harmon.ie Mobile TODAY Download the “Guide to Mobile Collaboration”
  • 54 Free 2-Hour Refine Your Mobile Strategy Workshop Webinar attendees will receive an email offer for a complimentary 2- hour mobile strategy workshop with Portal Solutions. Limited time only. Reserve your spot! (A link to the webinar recording will also be available. ) Free Workshop: Ensuring Your Mobile Initiatives Succeed
  • • Test drive the entire suite of Microsoft’s Business Productivity Platform across a variety of mobile devices • Discover tools to be productive when outside the office • Learn to use communication tools to get answers fast • Connect in real-time with co-workers and customers • Experience a true digital workplace Near D.C.? Get Hands-On with Office 365 (Interactive, Fun, No-Sales Pressure!) Sign-Up for a DWX session today!
  • Thank You – Any Questions? 56 Contact Jill at: Email: jhannemann@portalsolutions.net Twitter: @portalsolutions Blog: Blog.portalsolutions.net Contact David at: Email: davidl@harmon.ie Twitter: @dlavenda slideshare: www.slideshare.net/dlavenda