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POINTABOUT WHITEPAPER:

How To Succeed With Mobile Initiatives
                                        Pre-Development            associated with rushing into
                                                                   development work based
                                                                   on responses to RFQs and
                                 PointAbout uses the Process       RFPs: “For the client, there
PointAbout’s          phased
                                 Funnel below as a guide to        is a collision course set
approach       to      mobile
                                 help Clients map out their        when a mobile solution with
development          ensures
                                 mobile strategy. The funnel       high level requirements is
that    our    Clients    can
                                 emphasizes that building          bought for a fixed price.
knowledgeably evaluate the
                                 mobile products is a holistic     Mobile is a medium in
mobile landscape, articulate
                                 process with a series of inter-   which      slight   differences
their wants and needs, and
                                 connected decisions.              have       significant     cost
develop mobile products
accordingly. Our process                                           implications.      Additionally,
                                 Potential clients often send      client     requirements      or
consists of three main steps,
                                 out expansive RFPs and            clarifications continue to
which are reviewed below:
                                 RFQs that require detailed        emerge       throughout     the
                                 responses      regarding      a   project, and usually accrue
 Step 1: Defining Goals, High-   proposed         development      negatively to the developer’s
Level Strategy Overview & Data   solution and related quote.       bottom line.”
     Architecture Review         The cost of mobile projects
                                 varies    widely,     however,    PointAbout consults with
When a company refers to         depending on a number             Clients to develop a System
“mobile,” it’s typically using   of intangibles. PointAbout        Requirements Specification
the term to cover both mobile    consults with clients in the      (SRS) document that lays
websites and apps, each of       pre-development          phase    out a development plan for
which should be addressed        to guide them through the         apps and/or mobile websites
separately. Mobile websites      process funnel. If a Client has   based on each individual
have     broad,      although    not considered every aspect of    Client’s        expectations,
inconsistent,    distribution.   their business requirements,      targeted    platforms,    and
Every phone has a different      audience, platform, features,     preexisting data architecture.
browser; there is no standard    storyboard, data definition,      The SRS document provided
of Internet Explorer, Firefox,   acceptance     criteria,   and    by PointAbout at the end
or Chrome like there is in the   post-development support,         of the consulting period
desktop world.                   any quote resulting from an       can be used for in-house
                                 RFP or RFQ will be preliminary    development, serve as the
Mobile apps are typically        at best, and could result in      basis for development by
used to drive deep, rich         costly mistakes throughout        PointAbout, or be distributed
interaction and experiences.     the development period.           to multiple vendors in
Smartphones are the fastest                                        the form of a Request for
growing segment of mobile,       Pete   Johnson,PointAbout’s       Proposal (RFP).
and for some users they are      VP of Professional Services,
replacing computers entirely.    describes   the   negatives


             CONTACT POINTABOUT AT 202.391.0347 OR INFO@POINTABOUT.COM
POINTABOUT WHITEPAPER: HOW TO SUCCEED WITH MOBILE INITIATIVES                              2

                   Business Requirements                      reach new customers and
                                                              keep them coming back if
                                                              they truly stand out from
                                                              the competition. This means
                                                              having the foresight and
                                                              patience to create a best-
                                                              in-breed app as well as the
                                                              fortitude to see it through.
                                                              What utilities will make your
                                                              app a must-have? What
                                                              apps that aren’t necessarily
                                                              “competition”         contain
                                                              elements you’d like to see in
                                                              your apps?

                                                              New Sales – How can app
                                                              sales help bolster the bottom
                                                              line? How can you increase
                                                              user uptake of your app to
                                                              drive new sales, in-app sales,
                                                              and/or advertising sales?

                                                              Market Research – How can
                                                              you use analytics to optimize
                                                              User Experience?

                                                                         Audience



                                                              Your      intended     target
   Business Requirements       Education / Engagement –
                                                              market defines who the
                               How can/should you engage
                                                              app should be designed to
                               users to keep them coming
                                                              reach. Defining the audience
                               back?
                                                              influences decisions in the
Business        Requirements                                  Platform,    Features,   and
spell out some of the most     Branding – What kind of
                                                              Storyboard sections.
important components of a      feedback channels do you
Client’s application.          want to open? What social
                                                              Target Users – What is the
                               media outlets do you want to
                                                              demographic profile of your
Ad Sales – How can you         tap and how?
                                                              intended target audience?
maximize user downloads
and ad revenue?                New Customers /        User
                                                              Stakeholders – Before an app
                               Acquisition – Apps     only
                                                              can be released in the wild, it


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POINTABOUT WHITEPAPER: HOW TO SUCCEED WITH MOBILE INITIATIVES                                  3

needs to meet the approval       iPhone apps, which have had
of a range of stakeholders,      over 1.2 million downloads
including operational and        in the App Store.
economic.
                                 Android – Smart phones
Competition and Precedent        running on Android OS are
– What can you do that your      rapidly gaining market share,
competitors aren’t already       and Google’s plans for web-
doing? What should you do        based apps on Chrome have
that they’re already doing?      the potential to challenge
                                 Apple’s dominance in the
Advertisers     –      Which     app market.
advertising vendors should
you consider, which do you       RIM/Blackberry – Blackberry
already use, and what kind       accounts for more smart
of advertising would you         phone users than any other
prefer to include in your        device, yet their App World
app?      Banner/interstitial/   contains roughly 1/10th the
sponsorship?                     number of apps as Apple.

           Platform              Windows Mobile – Microsoft
                                 has been very silent in the      For more information and
                                 app space, but is the ‘lurking   statistics about mobile
                                 giant’ and is starting to        and      the   automotive
PointAbout helps Clients         re-prioritize for apps. Other    industry,     check    out
strategize which platforms to    considerations come into         our case study with an
target with their mobile apps.   play with Windows Mobile         automotive        thought
We examine all platforms to      such as: What languages          leader at link.pointabout.
gauge whether there would        will optimize speed of           com/automotive or click
be significant benefits to       development,      UXP,     and   below:
creating apps on them.           content delivery to apps?
                                 Which of these considerations
iPad – The iPad is a new         is most important?
technology platform, and
although it’s an extension of    WWW – Do you want to create
the well-known iPhone SDK,       a mobile website, or just
building software for the        mobile apps?
iPad carries its own inherent
challenges.                                 Features

iPhone/iPod    Touch     –
PointAbout’s      AppMakr
service has been the force       PointAbout has strategic
behind more than 1200            partnerships with a number


             CONTACT POINTABOUT AT 202.391.0347 OR INFO@POINTABOUT.COM
POINTABOUT WHITEPAPER: HOW TO SUCCEED WITH MOBILE INITIATIVES                                   4

of mobile solutions providers.   Pixel Perfect Images – Images     apparent.
We also have reusable code       created based on wireframes       Do you have ways to allow
libraries and access to open     that developers use as the        data to be inputted by the
source that is specific to the   basis for app creation.           mobile user (i.e. comments,
mobile app space.                                                  user     locations,   blog
                                 Style Guide – How should          postings)?
Some primary technology          the app look and feel? What
categories that we explore       message do you want it            On mobile web this is
during Step 1 include Push       to present? What are your         typically       just http
Notifications,    Analytics,     company’s color schemes,          based form submissions.
Advertising,    eCommerce,       preferred fonts, etc.?
and Social Media/Sharing.                                          On mobile apps this is
Considerable energy will be              Data Definition           typically via direct API access
spent pinning down what                                            to the data sources.
you can and should do to
maximize user retention and                                        Are you counting on RSS
acquisition through the use      What     does   your    data      feeds to deliver data to the
of features.                     architecture look like? Is it     app? If so, are those RSS
                                 equipped to deliver what you      feeds displaying full data
         Storyboards             need to create these mobile       feeds, or just summaries? Do
                                 applications?                     the RSS feeds validate? How
                                                                   are the RSS feeds updated?
                                 Are you running legacy
Storyboards      are    visual   systems that do not interface      Do your various data sources
designs of the app’s expected    with web-based protocols          speak to one another? If a
look, feel and functionality.    and API calls? If so, what data   query needs to be made
Storyboards and wireframes       mapping needs to be done          that involves multiple data
provide the groundwork for       to extract the data from the      sources that are typically not
necessary decision-makers        system so it can be utilized      queried together, will there
to understand exactly what       by the app?                       be problems?
the app will be able to do.
Additionally,    they    allow   Do you already have APIs          Do you have places to put
development teams and data       created to allow for extraction   new data that is created by
providers to understand          of data by the mobile device?     mobile users?     Examples
expectations for back-end                                          include GPS coordinates,
data processing and front-       Is your data kept up to date      user   generated    content,
end display.                     automatically? If not, does it    time-based requests for
                                 need to be updated manually?      information.
Wireframes – Have you            Mobile tends to uncover data
thought through every nook,      issues, including instances       What analytics and tracking
cranny, back button, swipe,      where data is not updated         systems are you currently
and pinch/zoom of your           often enough, which can go        using? Will you be able to
app? Developed use cases?        unnoticed on the desktop          extend those to gain insight
                                 but in mobile becomes very        into mobile usage?       Are


             CONTACT POINTABOUT AT 202.391.0347 OR INFO@POINTABOUT.COM
POINTABOUT WHITEPAPER: HOW TO SUCCEED WITH MOBILE INITIATIVES                                 5

there native SDKs available      the    development     phase
(if mobile apps) for these       ensure we are able to deliver
analytics applications? What     successful,    market-ready
reporting will they be capable   applications in a short
of? Will that satisfy all of     window of time.
your stakeholders’ needs?
                                 We    update   Clients  on
Do multiple systems need to      progress through email and
be updated when something        conference calls, and give
happens on the mobile            daily, weekly, or biweekly
device?                          updates on each project’s
                                 development progress.
Have you moved to a Service-
Oriented          Architecture   Communication during all
design? If not, do you want      phases     of    development
to do so to facilitate your      is   critical   to   building
mobile initiatives?              successful mobile products.
                                 We     encourage     constant
How can you achieve your         communication throughout
mobile objectives without        the development process. We
having     to   re-architect     also use project management     For more statistics, and
large parts of your internal     tools,    namely    Unfuddle,   information about why
systems?                         that enable Clients to stay     Cars.com continues to a
                                 apprised of developments        successful mobile player,
      Acceptance Criteria        via RSS.                        read our case study with
                                                                 Nick Fotis of Cars.com.
                                 PointAbout’s     work   isn’t   Visit     link.PointAbout.
                                 over when the development       com/cars-case-study or
Acceptance Criteria is a         phase ends. We remain           click below:
line-by-line      explanation    on board after mobile
of requirements the app          products     are    launched
must fulfill before it can be    to help Clients correct
deemed accepted by you and       data or display errors and
submitted to Apple’s App         repeatable software-specific
Store.                           crashes. Post-development
                                 support offerings include:
           Support               App Promotion, Support
                                 for the first 30 days,     a
                                 comprehensive “Month One”
                                 report, and Optional Ongoing
Our      pre-development         Technical Support.
planning processes   and
project      management
systems employed during


             CONTACT POINTABOUT AT 202.391.0347 OR INFO@POINTABOUT.COM
POINTABOUT WHITEPAPER: HOW TO SUCCEED WITH MOBILE INITIATIVES                                 6

      Things to Consider          •What kind of support
     and Review in Step 1         does your business need          • The point above tends
                                  throughout   the    mobile       to be a big issue with app
                                  development process?             sponsorships. Sales teams
• Have you considered which                                        typically sell on a CPM basis
mobile approach is best for       • What is your goal with your    and are not well equipped to
your business?                    mobile initiative?               sell sponsorship deals.

• For mobile web: Are you         • Are you looking for an         • Do all stakeholders in your
going to do phone browser         ROI off of each project, or      organization understand the
detection and serve content       are you treating mobile as a     steps involved to creating
that’s optimized for each         marketing expense item? Is       mobile initiatives?
phone’s browser? Or will you      your goal to drive increased
be satisfied with one mobile      awareness of, or engagement      Typically, involvement is as
website version of your           with your brand?                 follows:
content that does not render
differently on each phone,        • You may often find the         Executive Staff:
but is more digestible on         answer is a mix of the above.
the mobile form factor than       You may have different           Get     prioritized list of
the desktop version of your       mobile goals for different       requirements for mobile
content?                          parts of your customer life      initiatives.
                                  cycle. For example, you may
• For mobile apps: The app        be focused on generating         Get buy-in and a dedicated
space is very fragmented.         awareness through mobile         budget to fund mobile
Since apps are software,          games, and then utility          objectives over the next 12
and each operating system         through mobile apps, and         to (ideally) 24 months.
is different, apps created        continued engagement with
on one platform will not          the brand post-purchase.         Create and share a roadmap
run on others. You have to                                         (see step 2) with time frames
individually consider each        • Are you looking to generate    for various components. Get
platform.                         revenue from each mobile         roadmap approval.
                                  initiative?  If so, do you
• Have you considered each        expect that to come from         IT / Technology Staff:
layer of the process funnel?      advertising,   sponsorships,
                                  integrated purchasing (such      Get     prioritized list of
• Have you reviewed and           as in-app purchasing), or        requirements for mobile
prepared for all aspects of       direct sale revenue (i.e.,       initiatives.
the mobile process?               charging for an app)?
                                                                   Clearly   articulate    the
• Will your audience respond      • Does your sales force know     required involvement by
well to mobile initiatives, and   how to sell mobile? Will you     each component.      Ensure
how do you want to reach          have to train your sales force   bandwidth is available to
them?                             up on mobile ad unit sizes       execute.
                                  and functionalities?


             CONTACT POINTABOUT AT 202.391.0347 OR INFO@POINTABOUT.COM
POINTABOUT WHITEPAPER: HOW TO SUCCEED WITH MOBILE INITIATIVES                                   7

Product Management:                                                 become available once paid
                                                                    for.
                                   Step 2: Define Long-Term App
Get     prioritized list of
                                       Strategy & Roadmap.
requirements for mobile                                             • Businesses may choose to
                                 Derive Short-Term App Strategy &
initiatives.                                                        make one or two “flagship”
                                  Roadmap From Long-Term Plan
                                                                    mobile applications that
Marketing:                                                          are expensive to produce
                                 In     determining     mobile      but hold the majority of the
Get     prioritized list of      strategy, a business must          content and functionality
requirements for mobile          think about how its users          the brand represents, along
initiatives.                     will interact with its various     with a suite of lightweight,
                                 components. Some typical           temporal apps which are
Start planning messaging,        examples are as follows:           relevant to users for specific
roll-out    and     marketing                                       events.
integration      of    mobile    • A business creates a mobile
initiatives within the overall   web presence that offers           Specific to mobile apps, the
marketing plan.                  limited functionality found        usage patterns of returning
                                 on the desktop version of          users show that lightweight,
Define dedicated marketing       its website.    This mobile        temporal apps tend to
budgets     for  marketing       website might use browser          produce the most value, as
initiatives                      detection    to   serve   an       the percentage of returning
                                 optimized version of its site      users drops significantly
Sales:                           to each type of mobile phone       over time (see on next page).
                                 (expensive) or it might just
Get     prioritized list of      be a pared down, easy to
requirements for mobile          read version of its desktop
initiatives.                     website (inexpensive).

Human Resources:
                                 • Separately, the business
Get     prioritized list of      might choose to make one or
requirements for mobile          more mobile apps for each
initiatives.                     part of the customer life
                                 cycle, to drive awareness of
Customer Support:                the brand, engagement and
                                 interaction with its content,
Get     prioritized list of      and customer loyalty.
requirements for mobile
initiatives.                     • Mobile web and/or apps
                                 may be used to drive
Plan ramp-up of customer         revenue. Content may be
support staff on mobile          restricted unless a user has
questions that will be coming    paid for the specific content,
from user base                   or functionality may only


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POINTABOUT WHITEPAPER: HOW TO SUCCEED WITH MOBILE INITIATIVES                               8




According to Pinch Media         different task)?                 For Mobile Web:
(since acquired by Flurry),
long-term app usage tends        • How will the user experience   • Total ad or sponsorship
to be 1% of total downloads.     differ in mobile web and         revenue generated
The entire Pinch Media deck,     mobile apps? How will you
titled “App Store Secrets,” is   take advantage of what apps      • Number of mobile web
available at (link.pointabout.   can offer, including:            visitors (both uniques and
com/pinch-stats).                                                 aggregate)
                                 •   GPS locating capabilities
      Things to Consider         •   Proximity sensors            • Total web page impressions
     and Review in Step 2        •   Accelerometer
                                 •   Camera                       • Time spent on site
                                 •   Augmented Reality
• How      centralized    or     •   Access to address book       • Number of page views per
de-centralized do you want       •   Compass                      visitor
your mobile strategy to          •   Pinch, swipe & dragging
be? Do you want to allow                                          For Mobile Apps:
individual business units        • How will you market each
to launch mobile initiatives     mobile initiative to users?      • Total ad, app or sponsor
independently?                                                    revenue generated
                                 • Set metrics against your
• Related: Will the end          mobile goals for three,          • Total downloads
user’s experience suffer         six, twelve and twenty four
from a decentralized mobile      month periods.     Standard      • Total page views
strategy (i.e., a user has to    metrics include:
use one mobile website or                                         • Device usage patterns
app to perform one task, and                                      (based on accelerometer,
switch to a different mobile                                      proximity sensor data)
website or app to perform a



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POINTABOUT WHITEPAPER: HOW TO SUCCEED WITH MOBILE INITIATIVES                                 9

•Geographic usage patterns       web and mobile apps:             software, requirements must
(based     on  GPS,   WiFi       Mobile Web:        Companies     be set and signed off on
triangulation)                   will generally start with free   before development begins
                                 or nearly free solutions like    – known as a “waterfall”
• What are your immediate        Wordpress or Drupal plug-        development        process,
mobile goals (next 3 months)     ins that will reformat content   where the next piece flows
based on the questions           for the mobile device, but       from the last.    Changing
above, and which project         not do browser detection for     of    requirements     after
or projects do you want to       specific phones.                 development has begun with
tackle first?                                                     mobile apps is a very costly
                                 There is an entire industry      exercise.
• Ideally high-level design      of mobile website solution
will be integrated into step 2   providers, from templated        A special note for the iPad:
(whether the design is coming    solutions      to   software     The iPad’s larger form factor
from your team or ours). We      that integrates with CMS         means it is a design-heavy
like to use rapid prototyping    systems       to   reformat      device. While design is an
tools like Balsamiq (www.        content appropriately by         integral part of the entire
Balsamiq.com) to ensure          the requesting device. Cost      mobile initiative ecosystem,
everyone is on the same          can be from free on the          it’s especially true for the
page for proposed mobile         open source CMS side, to         iPad: Good design can make
web and app functionality,       $100,000+ if software is         or break the app.
even at a high level.            installed in the enterprise
                                 to sit between the CMS and             Things to Consider
  Step 3: Specify Mobile Web &   the end user. PointAbout              and Review in Step 3
   Mobile App Requirements,      can handle this through
     Scoping & Versioning        partnerships with leading
                                 vendors of this technology,      • What are the prioritized
                                 and project manage the           stakeholders’ objectives for
(Repeat this step as needed                                       the project
                                 entire solution.
for each distinct project
based on goals from Step 2)                                       • Which of those objectives
                                 Mobile Apps: It is critically
                                 important that stakeholders      can be accomplished in this
Mobile app development                                            project, based on its time
                                 be brought in early and
differs greatly from mobile                                       frame and budget?
                                 requirements be specified in
web development in the
                                 a detailed manner up-front,
fact that mobile apps are                                         • How will the objectives
                                 before a single line of code
compiled software.     This                                       that don’t make it into the
                                 is written. Many companies
means that a very specific                                        first version be treated?
                                 are used to doing web-
process must be followed to                                       Ideally a roadmap is created
                                 based development, where
ensure a successful product                                       that     encompasses       all
                                 requirements can be reset
launch.                                                           objectives and is versioned
                                 after the process has begun
                                 – also known as an “agile”       appropriately (i.e., what is
Here   are   PointAbout’s                                         included in version 1.0, then
                                 development         process.
recommendations for mobile                                        1.1, then 1.2, etc.)
                                 However, since apps are


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POINTABOUT WHITEPAPER: HOW TO SUCCEED WITH MOBILE INITIATIVES                                10

  • The requirements must        authority to make decisions      process, before the SRS is
be detailed in our Software      on behalf of the stakeholders.   signed, and understand the
Requirements Specification                                        cost and time ramifications
document located at (link.       • Quality Assurance testing      of waiting until development
PointAbout.com/SRS)              is a big part of ensuring a      has    begun     to   provide
(sample copy also attached       successful launch. We have       feedback on the project.
to this document) and signed     an evolved QA process we
off on before development        run internally but also turn           Ready to Mobilize?
begins. A project quote will     to you to QA within your
be given based on these          organization once the app        PointAbout offers expertise
requirements.                    has passed our QA testing.       in all aspects of mobile
                                 It’s important to ensure you     development. We have a
• How will our design team       either:                          wide range of experience
interface with yours? Does                                        tackling mobile strategy
your design team have            A)    Have a group of            and     development.     Pete
specific mobile experience?      people ready to perform the      Johnson, PointAbout’s VP
If not, it’s often best to       appropriate QA testing on        of Professional Services,
simply provide assets and        the project, or                  and the rest of our staff are
high-level design guidance                                        passionate about helping our
to our team. Mobile design       B)    Define exact        QA     clients meet their goals. You
is very specialized, and         testing         requirements     can find examples of some
designers who do not have        up-front to allow us to          of our previous work here.
mobile experience often do       perform all the necessary QA     PointAbout’s       consulting
not realize this until it is     testing in-house                 division offers a pathway
affecting the project.                                            to mobile success through
                                 A special note about getting     our expertise, relationships
• As part of the SRS, detailed   a signed SRS for Mobile          within the mobile industry,
mockups (wireframes are          Apps: Various stakeholders       and     continued    support
OK) should be provided for       within     an    organization    throughout the development
each screen that include all     will often wait until after      process. To get started
functionality and content        your internal deadlines to       defining your mobile strategy
placement.      The detailed     provide feedback.      Often,    please contact Pete Johnson
mockups should be part of        these stakeholders may be        at pete.johnson@pointabout.
the sign-off process. These      executives at the company        com or 301.602.1210.
detailed mockups will then       that do not have time to
be turned into pixel-perfect     provide feedback until the
mockups before the mobile        finished (or nearly finished)
websites or mobile apps are      project is presented to them.
created.
                                 Especially within the large
• Who will interface with the    enterprise, it’s critical to
development team to ensure       ensure these stakeholders
project success? This person     have ample opportunity to
must also have the necessary     provide feedback early in the


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POINTABOUT WHITEPAPER: HOW TO SUCCEED WITH MOBILE INITIATIVES         11

   SRS Document Sample




          CONTACT POINTABOUT AT 202.391.0347 OR INFO@POINTABOUT.COM

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How To Succeed With Mobile

  • 1. POINTABOUT WHITEPAPER: How To Succeed With Mobile Initiatives Pre-Development associated with rushing into development work based on responses to RFQs and PointAbout uses the Process RFPs: “For the client, there PointAbout’s phased Funnel below as a guide to is a collision course set approach to mobile help Clients map out their when a mobile solution with development ensures mobile strategy. The funnel high level requirements is that our Clients can emphasizes that building bought for a fixed price. knowledgeably evaluate the mobile products is a holistic Mobile is a medium in mobile landscape, articulate process with a series of inter- which slight differences their wants and needs, and connected decisions. have significant cost develop mobile products accordingly. Our process implications. Additionally, Potential clients often send client requirements or consists of three main steps, out expansive RFPs and clarifications continue to which are reviewed below: RFQs that require detailed emerge throughout the responses regarding a project, and usually accrue Step 1: Defining Goals, High- proposed development negatively to the developer’s Level Strategy Overview & Data solution and related quote. bottom line.” Architecture Review The cost of mobile projects varies widely, however, PointAbout consults with When a company refers to depending on a number Clients to develop a System “mobile,” it’s typically using of intangibles. PointAbout Requirements Specification the term to cover both mobile consults with clients in the (SRS) document that lays websites and apps, each of pre-development phase out a development plan for which should be addressed to guide them through the apps and/or mobile websites separately. Mobile websites process funnel. If a Client has based on each individual have broad, although not considered every aspect of Client’s expectations, inconsistent, distribution. their business requirements, targeted platforms, and Every phone has a different audience, platform, features, preexisting data architecture. browser; there is no standard storyboard, data definition, The SRS document provided of Internet Explorer, Firefox, acceptance criteria, and by PointAbout at the end or Chrome like there is in the post-development support, of the consulting period desktop world. any quote resulting from an can be used for in-house RFP or RFQ will be preliminary development, serve as the Mobile apps are typically at best, and could result in basis for development by used to drive deep, rich costly mistakes throughout PointAbout, or be distributed interaction and experiences. the development period. to multiple vendors in Smartphones are the fastest the form of a Request for growing segment of mobile, Pete Johnson,PointAbout’s Proposal (RFP). and for some users they are VP of Professional Services, replacing computers entirely. describes the negatives CONTACT POINTABOUT AT 202.391.0347 OR INFO@POINTABOUT.COM
  • 2. POINTABOUT WHITEPAPER: HOW TO SUCCEED WITH MOBILE INITIATIVES 2 Business Requirements reach new customers and keep them coming back if they truly stand out from the competition. This means having the foresight and patience to create a best- in-breed app as well as the fortitude to see it through. What utilities will make your app a must-have? What apps that aren’t necessarily “competition” contain elements you’d like to see in your apps? New Sales – How can app sales help bolster the bottom line? How can you increase user uptake of your app to drive new sales, in-app sales, and/or advertising sales? Market Research – How can you use analytics to optimize User Experience? Audience Your intended target Business Requirements Education / Engagement – market defines who the How can/should you engage app should be designed to users to keep them coming reach. Defining the audience back? influences decisions in the Business Requirements Platform, Features, and spell out some of the most Branding – What kind of Storyboard sections. important components of a feedback channels do you Client’s application. want to open? What social Target Users – What is the media outlets do you want to demographic profile of your Ad Sales – How can you tap and how? intended target audience? maximize user downloads and ad revenue? New Customers / User Stakeholders – Before an app Acquisition – Apps only can be released in the wild, it CONTACT POINTABOUT AT 202.391.0347 OR INFO@POINTABOUT.COM
  • 3. POINTABOUT WHITEPAPER: HOW TO SUCCEED WITH MOBILE INITIATIVES 3 needs to meet the approval iPhone apps, which have had of a range of stakeholders, over 1.2 million downloads including operational and in the App Store. economic. Android – Smart phones Competition and Precedent running on Android OS are – What can you do that your rapidly gaining market share, competitors aren’t already and Google’s plans for web- doing? What should you do based apps on Chrome have that they’re already doing? the potential to challenge Apple’s dominance in the Advertisers – Which app market. advertising vendors should you consider, which do you RIM/Blackberry – Blackberry already use, and what kind accounts for more smart of advertising would you phone users than any other prefer to include in your device, yet their App World app? Banner/interstitial/ contains roughly 1/10th the sponsorship? number of apps as Apple. Platform Windows Mobile – Microsoft has been very silent in the For more information and app space, but is the ‘lurking statistics about mobile giant’ and is starting to and the automotive PointAbout helps Clients re-prioritize for apps. Other industry, check out strategize which platforms to considerations come into our case study with an target with their mobile apps. play with Windows Mobile automotive thought We examine all platforms to such as: What languages leader at link.pointabout. gauge whether there would will optimize speed of com/automotive or click be significant benefits to development, UXP, and below: creating apps on them. content delivery to apps? Which of these considerations iPad – The iPad is a new is most important? technology platform, and although it’s an extension of WWW – Do you want to create the well-known iPhone SDK, a mobile website, or just building software for the mobile apps? iPad carries its own inherent challenges. Features iPhone/iPod Touch – PointAbout’s AppMakr service has been the force PointAbout has strategic behind more than 1200 partnerships with a number CONTACT POINTABOUT AT 202.391.0347 OR INFO@POINTABOUT.COM
  • 4. POINTABOUT WHITEPAPER: HOW TO SUCCEED WITH MOBILE INITIATIVES 4 of mobile solutions providers. Pixel Perfect Images – Images apparent. We also have reusable code created based on wireframes Do you have ways to allow libraries and access to open that developers use as the data to be inputted by the source that is specific to the basis for app creation. mobile user (i.e. comments, mobile app space. user locations, blog Style Guide – How should postings)? Some primary technology the app look and feel? What categories that we explore message do you want it On mobile web this is during Step 1 include Push to present? What are your typically just http Notifications, Analytics, company’s color schemes, based form submissions. Advertising, eCommerce, preferred fonts, etc.? and Social Media/Sharing. On mobile apps this is Considerable energy will be Data Definition typically via direct API access spent pinning down what to the data sources. you can and should do to maximize user retention and Are you counting on RSS acquisition through the use What does your data feeds to deliver data to the of features. architecture look like? Is it app? If so, are those RSS equipped to deliver what you feeds displaying full data Storyboards need to create these mobile feeds, or just summaries? Do applications? the RSS feeds validate? How are the RSS feeds updated? Are you running legacy Storyboards are visual systems that do not interface Do your various data sources designs of the app’s expected with web-based protocols speak to one another? If a look, feel and functionality. and API calls? If so, what data query needs to be made Storyboards and wireframes mapping needs to be done that involves multiple data provide the groundwork for to extract the data from the sources that are typically not necessary decision-makers system so it can be utilized queried together, will there to understand exactly what by the app? be problems? the app will be able to do. Additionally, they allow Do you already have APIs Do you have places to put development teams and data created to allow for extraction new data that is created by providers to understand of data by the mobile device? mobile users? Examples expectations for back-end include GPS coordinates, data processing and front- Is your data kept up to date user generated content, end display. automatically? If not, does it time-based requests for need to be updated manually? information. Wireframes – Have you Mobile tends to uncover data thought through every nook, issues, including instances What analytics and tracking cranny, back button, swipe, where data is not updated systems are you currently and pinch/zoom of your often enough, which can go using? Will you be able to app? Developed use cases? unnoticed on the desktop extend those to gain insight but in mobile becomes very into mobile usage? Are CONTACT POINTABOUT AT 202.391.0347 OR INFO@POINTABOUT.COM
  • 5. POINTABOUT WHITEPAPER: HOW TO SUCCEED WITH MOBILE INITIATIVES 5 there native SDKs available the development phase (if mobile apps) for these ensure we are able to deliver analytics applications? What successful, market-ready reporting will they be capable applications in a short of? Will that satisfy all of window of time. your stakeholders’ needs? We update Clients on Do multiple systems need to progress through email and be updated when something conference calls, and give happens on the mobile daily, weekly, or biweekly device? updates on each project’s development progress. Have you moved to a Service- Oriented Architecture Communication during all design? If not, do you want phases of development to do so to facilitate your is critical to building mobile initiatives? successful mobile products. We encourage constant How can you achieve your communication throughout mobile objectives without the development process. We having to re-architect also use project management For more statistics, and large parts of your internal tools, namely Unfuddle, information about why systems? that enable Clients to stay Cars.com continues to a apprised of developments successful mobile player, Acceptance Criteria via RSS. read our case study with Nick Fotis of Cars.com. PointAbout’s work isn’t Visit link.PointAbout. over when the development com/cars-case-study or Acceptance Criteria is a phase ends. We remain click below: line-by-line explanation on board after mobile of requirements the app products are launched must fulfill before it can be to help Clients correct deemed accepted by you and data or display errors and submitted to Apple’s App repeatable software-specific Store. crashes. Post-development support offerings include: Support App Promotion, Support for the first 30 days, a comprehensive “Month One” report, and Optional Ongoing Our pre-development Technical Support. planning processes and project management systems employed during CONTACT POINTABOUT AT 202.391.0347 OR INFO@POINTABOUT.COM
  • 6. POINTABOUT WHITEPAPER: HOW TO SUCCEED WITH MOBILE INITIATIVES 6 Things to Consider •What kind of support and Review in Step 1 does your business need • The point above tends throughout the mobile to be a big issue with app development process? sponsorships. Sales teams • Have you considered which typically sell on a CPM basis mobile approach is best for • What is your goal with your and are not well equipped to your business? mobile initiative? sell sponsorship deals. • For mobile web: Are you • Are you looking for an • Do all stakeholders in your going to do phone browser ROI off of each project, or organization understand the detection and serve content are you treating mobile as a steps involved to creating that’s optimized for each marketing expense item? Is mobile initiatives? phone’s browser? Or will you your goal to drive increased be satisfied with one mobile awareness of, or engagement Typically, involvement is as website version of your with your brand? follows: content that does not render differently on each phone, • You may often find the Executive Staff: but is more digestible on answer is a mix of the above. the mobile form factor than You may have different Get prioritized list of the desktop version of your mobile goals for different requirements for mobile content? parts of your customer life initiatives. cycle. For example, you may • For mobile apps: The app be focused on generating Get buy-in and a dedicated space is very fragmented. awareness through mobile budget to fund mobile Since apps are software, games, and then utility objectives over the next 12 and each operating system through mobile apps, and to (ideally) 24 months. is different, apps created continued engagement with on one platform will not the brand post-purchase. Create and share a roadmap run on others. You have to (see step 2) with time frames individually consider each • Are you looking to generate for various components. Get platform. revenue from each mobile roadmap approval. initiative? If so, do you • Have you considered each expect that to come from IT / Technology Staff: layer of the process funnel? advertising, sponsorships, integrated purchasing (such Get prioritized list of • Have you reviewed and as in-app purchasing), or requirements for mobile prepared for all aspects of direct sale revenue (i.e., initiatives. the mobile process? charging for an app)? Clearly articulate the • Will your audience respond • Does your sales force know required involvement by well to mobile initiatives, and how to sell mobile? Will you each component. Ensure how do you want to reach have to train your sales force bandwidth is available to them? up on mobile ad unit sizes execute. and functionalities? CONTACT POINTABOUT AT 202.391.0347 OR INFO@POINTABOUT.COM
  • 7. POINTABOUT WHITEPAPER: HOW TO SUCCEED WITH MOBILE INITIATIVES 7 Product Management: become available once paid for. Step 2: Define Long-Term App Get prioritized list of Strategy & Roadmap. requirements for mobile • Businesses may choose to Derive Short-Term App Strategy & initiatives. make one or two “flagship” Roadmap From Long-Term Plan mobile applications that Marketing: are expensive to produce In determining mobile but hold the majority of the Get prioritized list of strategy, a business must content and functionality requirements for mobile think about how its users the brand represents, along initiatives. will interact with its various with a suite of lightweight, components. Some typical temporal apps which are Start planning messaging, examples are as follows: relevant to users for specific roll-out and marketing events. integration of mobile • A business creates a mobile initiatives within the overall web presence that offers Specific to mobile apps, the marketing plan. limited functionality found usage patterns of returning on the desktop version of users show that lightweight, Define dedicated marketing its website. This mobile temporal apps tend to budgets for marketing website might use browser produce the most value, as initiatives detection to serve an the percentage of returning optimized version of its site users drops significantly Sales: to each type of mobile phone over time (see on next page). (expensive) or it might just Get prioritized list of be a pared down, easy to requirements for mobile read version of its desktop initiatives. website (inexpensive). Human Resources: • Separately, the business Get prioritized list of might choose to make one or requirements for mobile more mobile apps for each initiatives. part of the customer life cycle, to drive awareness of Customer Support: the brand, engagement and interaction with its content, Get prioritized list of and customer loyalty. requirements for mobile initiatives. • Mobile web and/or apps may be used to drive Plan ramp-up of customer revenue. Content may be support staff on mobile restricted unless a user has questions that will be coming paid for the specific content, from user base or functionality may only CONTACT POINTABOUT AT 202.391.0347 OR INFO@POINTABOUT.COM
  • 8. POINTABOUT WHITEPAPER: HOW TO SUCCEED WITH MOBILE INITIATIVES 8 According to Pinch Media different task)? For Mobile Web: (since acquired by Flurry), long-term app usage tends • How will the user experience • Total ad or sponsorship to be 1% of total downloads. differ in mobile web and revenue generated The entire Pinch Media deck, mobile apps? How will you titled “App Store Secrets,” is take advantage of what apps • Number of mobile web available at (link.pointabout. can offer, including: visitors (both uniques and com/pinch-stats). aggregate) • GPS locating capabilities Things to Consider • Proximity sensors • Total web page impressions and Review in Step 2 • Accelerometer • Camera • Time spent on site • Augmented Reality • How centralized or • Access to address book • Number of page views per de-centralized do you want • Compass visitor your mobile strategy to • Pinch, swipe & dragging be? Do you want to allow For Mobile Apps: individual business units • How will you market each to launch mobile initiatives mobile initiative to users? • Total ad, app or sponsor independently? revenue generated • Set metrics against your • Related: Will the end mobile goals for three, • Total downloads user’s experience suffer six, twelve and twenty four from a decentralized mobile month periods. Standard • Total page views strategy (i.e., a user has to metrics include: use one mobile website or • Device usage patterns app to perform one task, and (based on accelerometer, switch to a different mobile proximity sensor data) website or app to perform a CONTACT POINTABOUT AT 202.391.0347 OR INFO@POINTABOUT.COM
  • 9. POINTABOUT WHITEPAPER: HOW TO SUCCEED WITH MOBILE INITIATIVES 9 •Geographic usage patterns web and mobile apps: software, requirements must (based on GPS, WiFi Mobile Web: Companies be set and signed off on triangulation) will generally start with free before development begins or nearly free solutions like – known as a “waterfall” • What are your immediate Wordpress or Drupal plug- development process, mobile goals (next 3 months) ins that will reformat content where the next piece flows based on the questions for the mobile device, but from the last. Changing above, and which project not do browser detection for of requirements after or projects do you want to specific phones. development has begun with tackle first? mobile apps is a very costly There is an entire industry exercise. • Ideally high-level design of mobile website solution will be integrated into step 2 providers, from templated A special note for the iPad: (whether the design is coming solutions to software The iPad’s larger form factor from your team or ours). We that integrates with CMS means it is a design-heavy like to use rapid prototyping systems to reformat device. While design is an tools like Balsamiq (www. content appropriately by integral part of the entire Balsamiq.com) to ensure the requesting device. Cost mobile initiative ecosystem, everyone is on the same can be from free on the it’s especially true for the page for proposed mobile open source CMS side, to iPad: Good design can make web and app functionality, $100,000+ if software is or break the app. even at a high level. installed in the enterprise to sit between the CMS and Things to Consider Step 3: Specify Mobile Web & the end user. PointAbout and Review in Step 3 Mobile App Requirements, can handle this through Scoping & Versioning partnerships with leading vendors of this technology, • What are the prioritized and project manage the stakeholders’ objectives for (Repeat this step as needed the project entire solution. for each distinct project based on goals from Step 2) • Which of those objectives Mobile Apps: It is critically important that stakeholders can be accomplished in this Mobile app development project, based on its time be brought in early and differs greatly from mobile frame and budget? requirements be specified in web development in the a detailed manner up-front, fact that mobile apps are • How will the objectives before a single line of code compiled software. This that don’t make it into the is written. Many companies means that a very specific first version be treated? are used to doing web- process must be followed to Ideally a roadmap is created based development, where ensure a successful product that encompasses all requirements can be reset launch. objectives and is versioned after the process has begun – also known as an “agile” appropriately (i.e., what is Here are PointAbout’s included in version 1.0, then development process. recommendations for mobile 1.1, then 1.2, etc.) However, since apps are CONTACT POINTABOUT AT 202.391.0347 OR INFO@POINTABOUT.COM
  • 10. POINTABOUT WHITEPAPER: HOW TO SUCCEED WITH MOBILE INITIATIVES 10 • The requirements must authority to make decisions process, before the SRS is be detailed in our Software on behalf of the stakeholders. signed, and understand the Requirements Specification cost and time ramifications document located at (link. • Quality Assurance testing of waiting until development PointAbout.com/SRS) is a big part of ensuring a has begun to provide (sample copy also attached successful launch. We have feedback on the project. to this document) and signed an evolved QA process we off on before development run internally but also turn Ready to Mobilize? begins. A project quote will to you to QA within your be given based on these organization once the app PointAbout offers expertise requirements. has passed our QA testing. in all aspects of mobile It’s important to ensure you development. We have a • How will our design team either: wide range of experience interface with yours? Does tackling mobile strategy your design team have A) Have a group of and development. Pete specific mobile experience? people ready to perform the Johnson, PointAbout’s VP If not, it’s often best to appropriate QA testing on of Professional Services, simply provide assets and the project, or and the rest of our staff are high-level design guidance passionate about helping our to our team. Mobile design B) Define exact QA clients meet their goals. You is very specialized, and testing requirements can find examples of some designers who do not have up-front to allow us to of our previous work here. mobile experience often do perform all the necessary QA PointAbout’s consulting not realize this until it is testing in-house division offers a pathway affecting the project. to mobile success through A special note about getting our expertise, relationships • As part of the SRS, detailed a signed SRS for Mobile within the mobile industry, mockups (wireframes are Apps: Various stakeholders and continued support OK) should be provided for within an organization throughout the development each screen that include all will often wait until after process. To get started functionality and content your internal deadlines to defining your mobile strategy placement. The detailed provide feedback. Often, please contact Pete Johnson mockups should be part of these stakeholders may be at pete.johnson@pointabout. the sign-off process. These executives at the company com or 301.602.1210. detailed mockups will then that do not have time to be turned into pixel-perfect provide feedback until the mockups before the mobile finished (or nearly finished) websites or mobile apps are project is presented to them. created. Especially within the large • Who will interface with the enterprise, it’s critical to development team to ensure ensure these stakeholders project success? This person have ample opportunity to must also have the necessary provide feedback early in the CONTACT POINTABOUT AT 202.391.0347 OR INFO@POINTABOUT.COM
  • 11. POINTABOUT WHITEPAPER: HOW TO SUCCEED WITH MOBILE INITIATIVES 11 SRS Document Sample CONTACT POINTABOUT AT 202.391.0347 OR INFO@POINTABOUT.COM