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I want to be connected to my organisation's databases everywhere, all the time. Can I? Should I? And how would it work if I did?

I want to be connected to my organisation's databases everywhere, all the time. Can I? Should I? And how would it work if I did?
Stuart Lunn, Infoworks

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  • Red fill to indicate doneAnybody already connected?
  • why I’m interested = Always wanted to get into apps, too busy with client work to find outSome things I wasn’t sure how they worked, wanted to try2 months ago we made the decision to find out & try some in Infoworks crm labs in Win8 /Android /iOS
  • Red fill to indicate done?
  • Pic of Stu slaving over hot PC, Stu gazing in distanceIntroducing crm-apps will rob me of my coffee break tooApp = nappy to absorb any free time… so effectively – no contemplation leaks - guaranteed, you’ll feel like you’ve not had a break at all! What is life if full of care (finish it for me??) … - Stu stood staring… at a mobile app(apologies pic of Stu – Sony)Poll – who in his right mind…? Raise your hand?Apps today… then again. M-Email = De-stresses me to know bombs comingM-shop = get down to Tesco, for when I’m not feeling poeticM-audio = 4 track rec studio, Whistling Stu records as he waits on Lhead stationMass market I can m-email, mobilise-diary, mobile-shop, moby-rock, mob-facebook…. But I can’t do… I can’t steer my ship… I can’t manage manage! …or can I?
  • Yes you might be able to if you use…MS Dynamics CiviCRMSalesforceThankQ Raisers EdgeImisOther – mobile BI builders eg Qlickview
  • Doing Some processes suited small datasimple transaction – eg choice, prioritise, assignManagingMy big pictureMy pulse
  • Cases = main function, eg DV charity
  • eg DV charity. Cases = main function
  • eg DV charity. Cases = main function
  • You must have workflows and statuses in your orgs too – imagine carrying a pipeline monitor in your pocket
  • Doing Some processes suited small data Raise priority, Assign case worker, Panic button (life and death)simple transactionAll different, bitty bits of business processes not the whole shebangBang on if applicable, but your org’s smidge v diff from mine & not general exampl good for comparison for us here todaManagingMy big picture Case Status Pipeline;Case load by month; Staffutil by month; £ inc/exp budget vs actual by monthMy pulse Current load monitor; Case status changes today; hours worked by activity today by staffAll quite similar Reality = intersection
  • Doing Some processes suited small data Raise priority, Assign case worker, Panic button (life and death)simple transactionAll different, bitty bits of business processes not the whole shebangBang on if applicable, but your org’s smidge v diff from mine & not general exampl good for comparison for us here todaManagingMy big picture Case Status Pipeline;Case load by month; Staffutil by month; £ inc/exp budget vs actual by monthMy pulse Current load monitor; Case status changes today; hours worked by activity today by staffAll quite similar Reality & optimum = intersectionDistinctions a bit simplistic, eg Doing can mean managing (Review, Comment, Prioritise, Assign) For us today tho, most general case to examine is MI
  • Should I?MyApp pic covered, yeah?How about benefits? Can anyone see any benefits in having this kind of app? Eg For Staff in gen, for Clients, for Managers?What might I gain?StaffModern – word is younguns expect=true, anyone?Care enough about them to build their own special appClientsCARING AND MODERN TOO + More responsive, more efficient … better service ManagersSee big pic + finger on pulse when not out and about >> weekend hosp deaths cos consultants (aka managers) eye not on the ballLess analysis; more act on insight >> MIS BIS tempting to analyse, always ask new questions, sometimes dwelling on it = the answer. Newton gravity: “By always thinking about it” – insight springs from a quietly focused mindGenius captured >> Imagine – lightning strikes - have the idea and able to develop there and then, does the data support it… >> (Picasso) inspiration exists, just hope it finds you working____________________PC basedGenerated on demand, livePotentially vastAnalysis inducingMobile basedInstant, from 15mins ago/liveClippedReflection, Insight inducingDoes insight start where analysis ends? If so mobile = good
  • Poll again - who here wants this?Next up technical- Business Managers look away now and imagine your app; - technical role? Here’s where it gets interesting
  • -> diag
  • KPI – need to know KPI’s need ways to get the data outWeb Service – the magic that allows different systems to talk to each other
  • -> diag
  • -> diag
  • o/s and form factor – we’ve chosen for today Win8 & phone. Also done similar in Android phone/tablet + will also do Apple tooSo far done on MS and Android – next up AppleCan get tools which share some of code base, but for us, best to try indiv first before invest in exp s/w + even tools reqded o/s h/w
  • So far done on MS and Android – next up AppleCan get tools which share some of code base, but for us, best to try indiv first before invest in exp s/w + even tools reqded o/s h/w
  • -> diagSo far done on MS and Android – next up AppleCan get tools which share some of code base, but for us, best to try indiv first before invest in exp s/w + even tools reqded o/s h/w
  • -> diagSo far done on MS and Android – next up AppleCan get tools which share some of code base, but for us, best to try indiv first before invest in exp s/w + even tools reqded o/s h/w
  • VS for Windows Phone behaves pretty much like normal Visual Studio but incudes a phone emulator…
  • Writing the authentication web servicesCalling them on a web page
  • It may not look much but it took a while!
  • -> diagSo far done on MS and Android – next up AppleCan get tools which share some of code base, but for us, best to try indiv first before invest in exp s/w + even tools reqded o/s h/w
  • And suddenly we have the beginnings of an organisation specific mini MIS app
  • Tim to change the status of a record Stu clicks refreshShow the app on the phone – pass thru the audience?
  • Fingers crossed
  • And the icing on the…. Settings & Refresh!!
  • Pass the phone around…
  • Grand national - $99, 1 week, can deploy to test- $299, hub not neededDifferences MS = Regulated Apple = even more regulated. Register, Sign Apps – dist’n cert, Provisioning Profile = AppleID to use the AppAndroid = wide open & free - stick it on website install, tick to install from ‘unkown sources’, bingo Like the dev platformsMS = pretty tight - things work, professional, supported – buy pcApple = total controlled exp, fully supported, buy a macAndroid = cast adrift, no support, completely open, can’t get past 1st step without forum fighting. Use anything
  • Active tiles probablytablet format
  • Active tiles probablytablet format50 screensNested Metro interface?
  • Brownfield siteApp = greenfield + once refined & genralised, lends itself to our generation techniques for fast fabrication of formulaic functionality … ie
  • That’s our thinking: we can, we have to, that’s how and we hope it’s not crazy
  • Hope we’ve given some ideas – can you see how it might work in their org?Asked at beginning Poll – who in his right mind wants to be connected to their org db’s everywhere …? Try again – who thinks it might useful for their org to have MIS mobile app? - Raise your handAnd if so, which platform? - Win8? Android? iOS?Summary – org specific apps doable, biz ben, story of our journey - some insight into practicalities of managing yours in futureAny Q’s. Want to see more closely how, catch us in pm workshops.Interested? Follow us on Twitter / Facebook we’ll post updates to the blog and our blog ‘Journey to the centre of the App’ to see where we go from here

App crazy? App crazy? Presentation Transcript

  • Stuart LunnApp Crazy?I want to be connected to my organisations databaseseverywhere, all the time.Can I?Should I?And how would it work if I did?
  • App crazy…Can I? Should I? How would it work?Stuart LunnTim Grayston• Databases, MIS, CRM– PaperBuilding & software generation– Big, beautiful, browser-based information systems• Why ‘App Crazy’?– Infoworks’ labs
  • Stuart LunnApp Crazy?I want to be connected to my organisations databaseseverywhere, all the time.Can I?Should I?And how would it work if I did? View slide
  • App crazy…Can I? Should I? How would it work?I want to be connected to my organisationsdatabases everywhere, all the time.• App Crazy– 40hrs / hot PC - coffee break =?– App = free time nappy?• Who here wants this?• Apps today– Email, Diary, Shop, Record, Facebook– Work View slide
  • App crazy…Can I? Should I? How would it work?I want to be connected to my organisationsdatabases everywhere, all the time.• Can I?
  • Stuart LunnApp Crazy?I want to be connected to my organisations databaseseverywhere, all the time.Can I?Should I?And how would it work if I did?
  • App crazy…Can I? Should I? How would it work?I want to be connected to my organisationsdatabases everywhere, all the time.• Should I?– MyApp = ?– Benefits?
  • App crazy…Can I? Should I? How would it work?Mobile Opportunities• Doing– Some processes suited• small data• simple transaction• Managing• My big picture• My pulse
  • App crazy…Can I? Should I? How would it work?Imagine a Third Sector OrganisationFundraisingThirdSectorOrgMembershipEventsCasesAdvice &InfoSalesVolunteers
  • App crazy…Can I? Should I? How would it work?EgFundraisingDomesticViolenceWatchMembershipEventsCasesAdvice &InfoSalesVolunteersAccountsHR
  • App crazy…Can I? Should I? How would it work?Eg DVWFundraisingDomesticViolenceWatchMembershipEventsCasesAdvice &InfoSalesVolunteersAccountsHR
  • App crazy…Can I? Should I? How would it work?Mobile Opportunities at DVW – doing• Some processes suited– small data– simple transaction– … all differentDVW CaseManagerCase: DVW20200Status: ActivePriority: 34Address: 22 BaulkLane, Harworh DN112PSTel: 07186 871 777Case notes: Approachwith caution, partner isarmed anddangerous...Case worker: MaryBellStarto Assign caseworkero Record noteso Raise priorityo <<Panic>>o Recentlyviewedo Home
  • App crazy…Can I? Should I? How would it work?Mobile Opportunities at DVW – managing
  • App crazy…Can I? Should I? How would it work?Mobile Opportunities at DVW – managingDVW Mini MISPipelineNew 55Provisional 31Accepted 54In progress 3244Review 342Crisis 12Dormant 343
  • App crazy…Can I? Should I? How would it work?Mobile Opportunities at DVW – managingNew 55Provisional 31Accepted 54Inprogress 3244Review 342Crisis 12Dormant 343DVW Mini MISPipelineDVW Mini MISPipelineNew 55Provisional 31Accepted 54In progress 3244Review 342Crisis 12Dormant 3430500100015002000250030003500NewProvisi…Accept…In…ReviewCrisisDormant
  • App crazy…Can I? Should I? How would it work?Mobile Opportunities at DVW – managingDVW Mini MISCase LoadDVW Mini MISCase LoadMonth Mary Jan BillPrevious 2 21 16Current 12 21 15Projected 22 15 170510152025Mary Jan BillPreviousCurrentProjected
  • App crazy…Can I? Should I? How would it work?• My Big PictureMobile Opportunities at DVW – managingDVW Mini MISPipelineDVW Mini MISCase LoadDVW Mini MISStaffUtilisationDVW Mini MISInc / ExpDVW Mini MISBudgetDVW Mini MISDonorRetention
  • App crazy…Can I? Should I? How would it work?• My PulseMobile Opportunities at DVW – managingDVW Mini MISWorker LoadTodayDVW Mini MISCase StatusChangesTodayDVW Mini MISHoursWorkedTodayDVW Mini MISApprovalsneededDVW Mini MISSpendingRequestsTodayDVW Mini MISDonations thismonth
  • App crazy…Can I? Should I? How would it work?Mobile Opportunities at DVW• Doing– Some processes suited• small data• simple transaction• … all different• Managing• The big picture• The pulse• …. all similarDVW MobileCase ManagerMIS – bigpictureMIS – the pulseDVW CaseManagerCase: DVW20200Status: ActivePriority: 34Address: 22 BaulkLane, Harworh DN112PSTel: 07186 871 777Case notes: Approachwith caution, partner isarmed anddangerous...Case worker: MaryBellStartDVW Mini MISthe pulseHours WorkedTodayWorker LoadTodayCase ChangesTodayApprovalsNeededSpendingRequestsDVW Mini MISbig pictureStaffUtilisationPipelineCase LoadInc / ExpCase LoadDVW MobileCase ManagerMIS – bigpictureMIS – the pulse
  • App crazy…Can I? Should I? How would it work?Mobile Opportunities at DVW• Doing– Some processes suited• small data• simple transaction• … all different• Managing• The big picture• The pulse• …. all similar• OptimalDVW MobileCase ManagerMIS – bigpictureMIS – the pulseDVW MobileCase ManagerMIS – bigpictureMIS – the pulseDoingBigPicture Pulse
  • App crazy…Can I? Should I? How would it work?I want to be connected to my organisationsdatabases everywhere, all the time.• Should I?– MyApp = ?– Benefits?• Staff– Modern, Caring• Clients– More responsive, more efficient … better service• Managers– See big pic + finger on pulse when out and about– Picasso– Less analysis; more act on insight
  • Stuart LunnApp Crazy?I want to be connected to my organisations databaseseverywhere, all the time.Can I?Should I?And how would it work if I did?
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?• Conceptually• Practically• Demo• Deployment etc
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?• Conceptually– Data source patch work – eg AcSys, Case Management, Fundraising– KPIs– Web service– Mobile app• Authenticate• Query• Store• Display• [Update]
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?CRMA/cs…KPI 1KPI 10KPI11….KPI N?….Web Services1…1011N……A
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?CRMA/cs…KPI 1KPI 10KPI11….KPI N?….Web Services1…1011N……Authenticate…Query…Store…Display…ADVW Mini MISCase Load0510152025Mary Jan BillPreviousCurrentProjected
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?CRMA/cs…KPI 1KPI 10KPI11….KPI N?….Web Services1…1011N……Authenticate…Query…Store…Display…A
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?Practically!A development story…1. Select application area2. Select target mobile operating systems3. Acquire development software4. Acquire development hardware5. Prepare KPI database queries6. Project creation7. Web services creation – Authentication8. Contact… Hello World9. Bring back data10. Display Data
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?Practically!A development story…1. Select application area2. Select target mobile operating systems3. Acquire development software4. Acquire development hardware5. Prepare KPI database queries6. Project creation7. Web services creation – Authentication8. Contact… Hello World9. Bring back data10. Display DataOur own Project Management& CRM system for Staff andClient use – called iSafeTracksPeople, Projects, Phases, Development Requests, SupportCalls etc
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?Practically!A development story…1. Select application area2. Select target mobile operating systems3. Acquire development software4. Acquire development hardware5. Prepare KPI database queries6. Project creation7. Web services creation – Authentication8. Contact… Hello World9. Bring back data10. Display Data- Microsoft Windows 8- Android- iOS
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?Practically!A development story…1. Select application area2. Select target mobile operating systems3. Acquire development software4. Acquire development hardware5. Prepare KPI database queries6. Project creation7. Web services creation – Authentication8. Contact… Hello World9. Bring back data10. Display DataFor Windows 8:Visual Studio Express 2012 forWindows Phone
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?Practically!A development story…1. Select application area2. Select target mobile operating systems3. Acquire development software4. Acquire development hardware5. Prepare KPI database queries6. Project creation7. Web services creation – Authentication8. Contact… Hello World9. Bring back data10. Display DataVisual Studio Express 2012 forWindows Phone – requires aWindows 8 PC to run…
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?Practically!A development story…1. Select application area2. Select target mobile operating systems3. Acquire development software4. Acquire development hardware5. Prepare KPI database queries6. Project creation7. Web services creation – Authentication8. Contact… Hello World9. Bring back data10. Display DataWrite Microsoft SQL Serverdatabase queries, ‘storedprocedures’KPI 1 Show me number ofrequirements at each statusEgDevelopment = 50PM Check = 33CPM Test = 78
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?Practically!A development story…1. Select application area2. Select target mobile operating systems3. Acquire development software4. Acquire development hardware5. Prepare KPI database queries6. Project creation7. Web services creation – Authentication8. Contact… Hello World9. Bring back data10. Display Data
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?Practically!A development story…1. Select application area2. Select target mobile operating systems3. Acquire development software4. Acquire development hardware5. Prepare KPI database queries6. Project creation7. Web services creation – Authentication8. Contact… Hello World9. Bring back data10. Display Data
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?Practically!A development story…1. Select application area2. Select target mobile operating systems3. Acquire development software4. Acquire development hardware5. Prepare KPI database queries6. Project creation7. Web services creation – Authentication8. Contact… Hello World9. Bring back data10. Display DataOne small step….
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?Practically!A development story…1. Select application area2. Select target mobile operating systems3. Acquire development software4. Acquire development hardware5. Prepare KPI database queries6. Project creation7. Web services creation – Authentication8. Contact… Hello World9. Bring back data10. Display DataOne small step….One giant leap
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?Practically!A development story…1. Select application area2. Select target mobile operating systems3. Acquire development software4. Acquire development hardware5. Prepare KPI database queries6. Project creation7. Web services creation – Authentication8. Contact… Hello World9. Bring back data10. Display Data
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?The (powerpoint) demo
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?The (powerpoint) demo
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?The (powerpoint) demo
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?The (powerpoint) demo
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?The (powerpoint) demo
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?The (powerpoint) demo
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?The (powerpoint) demo
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?The (powerpoint) demo
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?The (powerpoint) demo
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?The (powerpoint) demo
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?The (powerpoint) demo
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?The (powerpoint) demo
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?The (powerpoint) demo
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?The (powerpoint) demo
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?The (powerpoint) demo
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?The (powerpoint) demo
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?The (powerpoint) demo
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?The (powerpoint) demo
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?The (powerpoint) demo… a baby app
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?• … what next?– Deployment– Refinement– Extension– Production
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?• Deployment – Windows 8 Phone1Windows PhoneDev CentreRegistration2Register phonesfor development3EnterpriseCertificate4Generate anApplicationEnrollment Token5[Developing theCompany Hub]6Prepare apps fordistribution(XAP/PFX)7Users install fromURL/CompanyHub
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?• … what next?– Deployment– Refinement– Extension– ProductioniSafe RequirementsRequirementSummaryPM CheckDevelop PM SpecCPM SpecCPM TestPM rework RequirementUtilitiesiSafe Mobile Main MenuProjects BillingsPhases StaffRequirementsUtilitiesCallouts BudgetActions Utilities
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?• … what next?– Deployment– Refinement– Extension– ProductioniSafe RequirementsRequirementSummaryPM CheckDevelop PM SpecCPM SpecCPM TestPM rework RequirementUtilities
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?• … what next?– Deployment– Refinement– Extension– Production• Generalise -> GenerateCRMWeb ServicesA1GetDataGetDataGetData23
  • App crazy…Can I? Should I? How would it work?And how would it work if I did?• … what next?– Deployment– Refinement– Extension– Production• Generalise -> GenerateCRMWeb ServicesA1GetDataWorker LoadTodayPipelineCaseChangesTodayCase LoadHoursWorkedTodayStaff UtilApprovalsNeededBudgetSpendingRequestsDonorRetentionGetDataGetData23
  • Stuart LunnApp Crazy?I want to be connected to my organisations databaseseverywhere, all the time.Can I?Should I?And how would it work if I did?
  • App crazy…Can I? Should I? How would it work?Stuart LunnTim Grayston• Mobile mini MIS app useful?– Win8– Android– iOS– Mix• Interested?– ‘App Crazy’ the workshop– Twitter/Facebook… the blog…
  • App crazy…Can I? Should I? How would it work?A major new blog…Coming soon to www.infoworks.co.uk