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SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
SharePoint Mobile Extensions - improving efficiency of mobile workforce
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SharePoint Mobile Extensions - improving efficiency of mobile workforce

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KWizCom's SharePoint Mobile Extensions Feature enables you to create a custom-tailored mobile solution for SharePoint without any development. …

KWizCom's SharePoint Mobile Extensions Feature enables you to create a custom-tailored mobile solution for SharePoint without any development.
Quickly create a focused, task-oriented mobile UI that enables mobile business users become much more productive!

Webcast recording available:
https://kwizcomevents.webex.com/kwizcomevents/lsr.php?AT=pb&SP=EC&rID=7822517&rKey=c17ce9efdc469782

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  • I am on the roadI am in a hurryI need to get/update specific information right nowDon’t have office working conditions
  • Show meexactly what I need toaccomplish my tasks!
  • Behave differently according to the current situation:Who I am, Where I amType of informationState of the current record
  • Transcript

    • 1. SharePoint Mobile Extensions Improving efficiency of the mobile workforce Nimrod Geva Product Group Manager nimrod@kwizcom.com
    • 2. KWizCom Corporation • Founded in 2005 • Headquartered in Toronto • Global vendor of SharePoint Add-Ons • 5000+ customers worldwide
    • 3. Choose a mobile experience  What are your mobile usability requirements?  What is the level of interaction a user needs?  Support for all devices (BYOD) or just a specific device?  Deployment & maintenance: Server solution vs. App End-user solution vs. Dev. framework
    • 4. What do mobile users need ?
    • 5. Demo Closing a follow-up task right after a meeting with a customer…
    • 6. 1
    • 7. 2
    • 8. 3
    • 9. 4
    • 10. 5
    • 11. 6
    • 12. We did it! Took us “only”:  5 clicks  3 page post-backs 7
    • 13. What if we had a “Close Task” action? Single click!
    • 14. At the office I can enjoy the “portal experience” 15
    • 15. But when I am out of the office… I don’t need our entire portal inside my smartphone!
    • 16. I don’t need a long list of all the libraries and lists in my site!
    • 17. I do Not need a Portal while I am on the road!
    • 18. Task-Oriented + Context -Sensitive Easy to Use!
    • 19. Task-Oriented Less is Better!
    • 20. Smart, Context-Sensitive Interface Behave differently according to the current situation (context)
    • 21. Focused Interface SharePoint Mobile Extensions Smart, focused interface for productive mobile users Context-Sensitive Different Menus Different Fields Different Permissions Task-Oriented Less is Better! The exact Actions that I Need!
    • 22. SharePoint Mobile Extensions Smart, focused interface for productive mobile users
    • 23. SharePoint Mobile Extensions Smart, focused interface for productive mobile users
    • 24. SharePoint Mobile Extensions Smart, focused interface for productive mobile users Server solution
    • 25. Demo Creating a custom-tailored Sales mobile workspace
    • 26. This is our Sales web workspace 30
    • 27. This is how it looks using SharePoint 2010 mobile view 31
    • 28. This is what I really need while I am out of the office
    • 29. This is the default mobile UI after KWizCom’s Mobile Extension Feature is installed
    • 30. So, how do we create this “custom mobile page”? 1 Create mobile page 2 Create page parts 3 Create custom actions
    • 31. Let’s create a new custom mobile page
    • 32. 1 2 36
    • 33. Type page name and click “Add Page”
    • 34. Page added, let’s preview it
    • 35. DEMO Let’s create a KPI page part
    • 36. Type the page part’s name and click “Add Page Part”
    • 37. Page part added. Now let’s connect it to the KPI list.
    • 38. Select “List View” type
    • 39. Select the requested list and view (Can be a remote list) Let’s click “Apply” and preview the result mobile page
    • 40. Create “Actions” page part and four custom actions 44
    • 41. Type the page part’s name and click Create “Actions” “Add Page Part”page part 1
    • 42. Select “Actions list/grid” type
    • 43. Now let’s start adding the actions
    • 44. Select “Sales Leads” list
    • 45. Select View or Action for that list
    • 46. Select icon for the action And click “Add” to add the action to the page part
    • 47. The action has been added Let’s click “Apply” and preview the result mobile page
    • 48. Create the next action same way, just connect to the “Products” list
    • 49. Let’s click Apply and preview the result UI
    • 50. Preview result (Actions grid) Preview result (Actions list)
    • 51.  So far, we used OOTB actions that simply display views.  Let’s create a Custom Action, called: “New urgent task”
    • 52. Create a custom list action: “New urgent task” “%complete”, “Status” fields are hidden with defined defaults “Assigned to” by default will be the creator (Impossible to do with SharePoint OOTB) “Start Date” = Today “Due Date” = Tomorrow Priority = High (Do not show these fields)
    • 53. 2 1
    • 54. Let’s add a list custom action to the Tasks list
    • 55. Add the action 1
    • 56. Update the action’s properties 2
    • 57. Define who should see this action 3 Define in which views the action should be visible 4
    • 58. Check to create a new task item 5
    • 59. Configure the fields that will be auto-updated in the new created follow-up task 6 Workflows to trigger after item has been created What item fields should be displayed 7 8
    • 60. Going back to our custom mobile settings page Let’s add the “New urgent task” Custom action to the Actions page part.
    • 61. Now this custom action is available for us to use
    • 62. After adding this custom action, let’s save settings and see how it works…
    • 63. Only the fields that requires user-input appears, all other are auto-updated Let’s click to create a new urgent task √ Less data entry, less mistakes √ Less page post-backs √ Faster update time
    • 64. Create an item custom action: “Close Task” Should be available only to the task’s owner Set status = Completed Set %Complete=100% Redirect to “My Tasks” view
    • 65. 2 1
    • 66. Let’s add a item custom action to the Tasks list
    • 67. Add the action 1
    • 68. Update the action’s properties 2 Redirect to “My Tasks” view after completion
    • 69. Define who should see this action (Static permissions) 3 Define dynamic conditions for the action’s visibility 4
    • 70. Check to update the item’s properties 5 6 Configure the fields that will be auto-updated Let’s click “OK” and browse the Tasks list to see the results
    • 71. Let’s view one of the tasks Viewing the Tasks list as an administrator
    • 72. Let’s click the “Actions” menu The task is Not assigned to me
    • 73. The “Close Task” custom action is not available (I am not the task’s owner) Let’s login as testclient1 user…
    • 74. Logged-in as testclient1
    • 75. The “Close Task” custom action is now available (I am the task’s owner) Let’s click to close the task
    • 76. We are redirected to the “My Tasks” view, as configured Let’s click to view this task again
    • 77. Now the task is completed If we click the “Actions” button again…
    • 78. The “Close Task” is no longer available. because it is not relevant to the current context.
    • 79. SharePoint Mobile Extensions Easily configure a custom mobile solutions Exactly the pages & menus that your business users need! Less clicks, less page refreshes Work FASTER Easy-to-use mobile solutions
    • 80. Layers of a “smart” mobile interface Mobile Rendering Custom List/Item Menus Render interface according to the type of device Customizable mobile pages with “page parts” Custom-tailored actions for lists and for list items Dynamic action visibility rules Integration of actions with workflows Field-level dynamic permissions Smart Forms Dynamic default values Dynamic field constraints Field-grouping SharePoint Server / Foundation (2007 / 2010 / 2013)
    • 81. SharePoint Mobile Extensions True BYOD support! Supports all leading devices Zero device installations/deployment Easily customize/brand using CSS
    • 82. SharePoint Mobile Extensions Product web page: www.kwizcom.com/sharepoint-add-ons/sharepoint-mobile-extensions Download FREE trial version: www.kwizcom.com/sharepoint-add-ons/sharepoint-mobileextensions/download/
    • 83. Questions? Nimrod Geva Product Group Manager, KWizCom nimrod@kwizcom.com

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