T604 Mobile eForms in the Enterprise                     Daniel O’Leary, LincWare                       dan@lincware.com  ...
Agenda:      Mobile changes everything      Problems with the old way           Let’s go mobile           Demonstration
I use:
I develop software for iPads and web browsers
And I have something cool to tell you  From 3 weeks to onboard a patient…      To the SAME DAY
Do more with less
Remember this place?
Replaced by This
Amazon Hypothetical
Is the old way better?
Can you make it easy?
How I define electronic        forms
“The purpose of a form is notto treat the human as acomputer, who will dutifully fillin each and every box just theway you...
Is this it?
A bit closer?
Paper        Customer Confusion?
Data       What does this produce?
Current LandscapePaper    Ideal          Data
Case Study:Home Healthcare
The Mobile Goals
Demonstration
Questions? dan@lincware.com  @danieloleary
Capturing Mobile eForms: How to Implement an Effective Electronic Capture Strategy
Capturing Mobile eForms: How to Implement an Effective Electronic Capture Strategy
Capturing Mobile eForms: How to Implement an Effective Electronic Capture Strategy
Capturing Mobile eForms: How to Implement an Effective Electronic Capture Strategy
Capturing Mobile eForms: How to Implement an Effective Electronic Capture Strategy
Capturing Mobile eForms: How to Implement an Effective Electronic Capture Strategy
Capturing Mobile eForms: How to Implement an Effective Electronic Capture Strategy
Capturing Mobile eForms: How to Implement an Effective Electronic Capture Strategy
Capturing Mobile eForms: How to Implement an Effective Electronic Capture Strategy
Capturing Mobile eForms: How to Implement an Effective Electronic Capture Strategy
Capturing Mobile eForms: How to Implement an Effective Electronic Capture Strategy
Capturing Mobile eForms: How to Implement an Effective Electronic Capture Strategy
Capturing Mobile eForms: How to Implement an Effective Electronic Capture Strategy
Capturing Mobile eForms: How to Implement an Effective Electronic Capture Strategy
Capturing Mobile eForms: How to Implement an Effective Electronic Capture Strategy
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Capturing Mobile eForms: How to Implement an Effective Electronic Capture Strategy

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We all know that capturing customer data using dynamic, web-based enterprise eForms — thus, avoiding the delays of paper altogether — can have a rapid and exceptionally beneficial impact on business. However, what is the best way to go about implementing a truly "soup-to-nuts" electronic capture strategy that can leverage today's mobile revolution? This session will discuss the best practices to implement an electronic capture strategy to leverage eForms and the growing mobile sector.

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  • We all know that capturing customer data using dynamic, web-based enterprise eForms — thus, avoiding the delays of paper altogether — can have a rapid and exceptionally beneficial impact on business. However, what is the best way to go about implementing a truly "soup-to-nuts" electronic capture strategy that can leverage today's mobile revolution? This session will discuss the best practices to implement an electronic capture strategy to leverage eForms and the growing mobile sector.
  • Today’s agenda is to talk about how you currently handle and process forms, whether they are in paper, or electronic. The good news is, you already have a forms solution in place, it just happens to be whatever you are doing now. LincDoc foe example will allow you to use your existing forms, it will just make them easier to use. We’ll talk about how we will solve your form problems, talk about our integrations with content management repositories and other systems, show you a demonstration, and then answer your questions.
  • Daniel O'Leary is the vice president of Global Solutions for LincWare, an electronic forms and document assembly company that specializes in replacing paper forms with dynamic, electronic forms that integrate with a wide variety of ECM systems. He is an AIIM Ambassador, Distinguished Service Award winner and an active member of the AIIM Los Angeles Chapter.This is me skydiving on my birthday, like some kind of super nerd.
  • I live in the cloud, and work and integrate with legacy apps.
  • And I’m not some stupid sales guy, I actually work to perfect and build iPad and other apps, and I’m super passionate about building an amazing user experience.
  • This is not some pie in the sky idea, I’m going to actually show you how we have worked with an innovative customer to leverage mobile forms on the iPad.
  • Let’s chat and get engaged. How many of you have an apple product? Use itunes? Safari? Employees use it? Kids use it? Like tech?
  • And why are we here? Because things are changing, and I love big pretty pictures. Enterprises know they need to support consumer devices and processes, and are looking for an enterprise framework as to how to do it.
  • This is what we all hear, do more with less. How do you do that? Leverage consumer technology, and make do with all the tools you already have. A spork is a great example because it’s the worst tool other than nothing at all, and this is how many enterprises and vendors have tried to do things.
  • Who used to shop here? Do you remember this model? Why don’t we go there anymore? Not convenient? Easier to by online? Bad selection? Enterprises need to be aware that competition comes from many sides, and customers expect an easy and simple way to purchase and interact with content and goods.
  • Borders and that entire model has been replaced by Amazon, where you can buy millions of things instantly, and have many of them delivered moments after your purchase. No lines, parking lots, hunting, or other hassles. This is what customers and enterprises demand. Will you be left behind?
  • If you wanted to buy the newest Twilight book from Amazon, would you put up with this kinds of order process? Then why should customers or users? Should they be able to complete it online or in an app?
  • If you are Amish, maybe. For most people though, the trend is to move forward, embrace new ideas and technology, and constantly improve.
  • The entire goal of mobile software in the enterprise is to make it SO EASY that event a child who has never used a computer can instantly sit down and interact with it.
  • So let’s define electronic forms, and their role in the enterprise.
  • From http://sethgodin.typepad.com/seths_blog/2011/08/form-design.htmlSeth nails it, the entire goal here is to make the UX amazing and fun.
  • A PDF on a website is none of those things, but this is how many people think they should do mobile forms. Imagine filling this out on a 2 inch screen.
  • If you try to replicate paper forms and processes for mobile devices, the user experience sucks. It’s very hard to do.
  • And if you just create an interface, most of the time all it produces is data, and doesn’t give you a document layer to view, hold, touch, or work with.
  • In the marketplace right now, most vendors have gone to one extreme or the other, using either the PDF or a graphical representation, or only data. My approach is to bridge the best of those to make something magical happen.
  • And here is an example, where a customer uses their existing forms and documents to create a data entry interface, and at the end of the process all of the content maintains the look and feel of the original documents.
  • http://www.lincware.com/case_studies/case_AOM.pdfAmerican Outcomes Management was seeking to improve the way it assisted patients and did so by enhancing their own workflow. Field and medical staff can now service patients more efficiently with accurate and time-stamped vital sign recording, on-site drug administration and time saved in verifying patient data. Other departments, such as billing, human resources and pharmacy technicians are provided data seamlessly in exponentially less time than before the implementation of LincDoc and LD-Mobile.
  • American Outcomes Management (AOM) is a physician-owned provider of in-home IV (intra-venous) therapy and infusion services seeking to continue to improve its industry-leading level of patient care. Field nurses and company employees were using a paper-based process for its primary account management tool, the multi-page, 3-ply Patient Visit Record form. Information collected is vital to patient medical charts, pharmacists, insurance companies, drug labs and company billing and payroll departments.Use of this form involved manually collecting data from patients in the field, which triggered an enterprise-wide process of faxing, scanning, e-mailing and physical filing.Completed forms, often up to 50/day, were routed through several stakeholders, including billing and clinical staff. This led to illegible handwriting, lost/confused pages, duplicate versions, redundant tasks and the need to excessively verify patient information.All stakeholders would be challenged daily by the complexities of this manual process, sometimes severely hampering workflow. The company also collected physical signatures on its Consent to Services form.
  • ResultsPatient Visit Record form approval time decreased from weeks to hoursLD-Mobile time stamps patient vital sign recordings and any instance of eForm usePatient Visit Record and data automatically dropped into CRM system workflowEliminated challenges to workflow from illegible handwriting because of faxing and scanningAll patient data automatically input to electronic medical chartNurse visit information time stamped to authenticate relative to medical records, human resources and payrollNo more lost forms or confused pagesEntire billing process simplified, staff and patient billing completed rapidlySubstantial time savings in general workflow from reduction in manual handling, correcting and verifying informationElectronic signatures now used for Consent to Services form, bolstering risk management effortsCompany brand enhanced in marketplace through embrace of mobile businessEliminated time drag of multiple people handling a single form
  • The goal with forms in the enterprise is to create a framework to consume and create content using mobile devices.
  • But Dan, aren’t iPads only for Angry Birds? NO!
  • First, you have to make the entire process easy from end to end.
  • And we want to make sure you can accomplish this all out of the box.
  • http://developer.apple.com/library/ios/#documentation/UserExperience/Conceptual/MobileHIG/Introduction/Introduction.htmlThe HIG make sure that the UX conforms to what users already know and like to use.
  • Why? To automate documents and processes.
  • Collect signatures using the touch screen.
  • If you totally fail, you can always fall back to paper or analog processes.
  • Encrypt content, leverage passwords and hardware encryption, use SSL for transmission, and encrypt content at rest. http://images.apple.com/ipad/business/pdf/iPad_Security_Overview.pdf
  • And work offline and online, by syncing forms and documents.
  • Let’s do an actual demo of LincDoc.
  • Questions? Email dan@lincware.com , visit www.lincware.com, or message me on twitter, @danieloleary
  • http://www.bloomberg.com/news/2011-03-25/apple-begins-global-sales-of-new-ipad-2-tablet-as-competition-increases.html83% of the global tablet market. Outsells ALL competitors combined in the USA 10 to 1.
  • http://www.bloomberg.com/news/2011-03-25/apple-begins-global-sales-of-new-ipad-2-tablet-as-competition-increases.html83% of the global tablet market. Outsells ALL competitors combined in the USA 10 to 1.
  • http://www.bloomberg.com/news/2011-03-25/apple-begins-global-sales-of-new-ipad-2-tablet-as-competition-increases.html83% of the global tablet market. Outsells ALL competitors combined in the USA 10 to 1.
  • Capturing Mobile eForms: How to Implement an Effective Electronic Capture Strategy

    1. 1. T604 Mobile eForms in the Enterprise Daniel O’Leary, LincWare dan@lincware.com @danieloleary
    2. 2. Agenda: Mobile changes everything Problems with the old way Let’s go mobile Demonstration
    3. 3. I use:
    4. 4. I develop software for iPads and web browsers
    5. 5. And I have something cool to tell you From 3 weeks to onboard a patient… To the SAME DAY
    6. 6. Do more with less
    7. 7. Remember this place?
    8. 8. Replaced by This
    9. 9. Amazon Hypothetical
    10. 10. Is the old way better?
    11. 11. Can you make it easy?
    12. 12. How I define electronic forms
    13. 13. “The purpose of a form is notto treat the human as acomputer, who will dutifully fillin each and every box just theway you want. No, creating a form is like hosting a party for words.”
    14. 14. Is this it?
    15. 15. A bit closer?
    16. 16. Paper Customer Confusion?
    17. 17. Data What does this produce?
    18. 18. Current LandscapePaper Ideal Data
    19. 19. Case Study:Home Healthcare
    20. 20. The Mobile Goals
    21. 21. Demonstration
    22. 22. Questions? dan@lincware.com @danieloleary
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