Getting from
PowerPoint to
Production

Confidential
Sample Clients

WINTRUST
FINANCIAL
Confidential
Select Partners

Confidential
How we help clients
We help organizations transform during the
“Great Mobile and Tablet Disruption”:




“Mobile first”...
Much at stake with mobile, tablet

60%
Mobile OS
now



For example, one of our clients saw a 67% reduction in
abandonmen...
The Pipeline is Too Narrow
Reasons are many:
 Budget / Executive support
 (Biz & IT) team organization
 Lacking new ski...
How we help speed things up

Native API
Implementations

CUF
X

ACORD

CRM

Etc

Object Model Framework

Analytics

JavaSc...
Mobile Agent: Key Features


Unified CRM, Quoting & Tools
◦
◦
◦
◦
◦
◦
◦
◦
◦



Configurable integration
◦
◦
◦
◦



Add ...
Example: Hybrid Framework


Developed by us based on our past experience



Extend Cordova (aka PhoneGap)



Simplifies...
Example: Mobile Team Structure
Business
Leader

Technology
Leader

Architect



Backend
Developer

UX
Developer

QA Lead
...
Integration


Worklight & Cast Iron integrate CRM for most providers
◦
◦
◦
◦
◦

Salesforce.com
Siebel
SAP
NetSuite
Micros...
Sample Introductory Engagement


Week 1 - Preparation (~2 days)

◦ Review any documentation provided
including previous r...
Sample Opportunity Prioritization
Advisor tablet

High

Inventory Process

Client tablet

Paper checklists

Advisor Traini...
Sample Output:
Suggested Mobile Roadmap – Summary
Build competitive
advantages
Take the lead
Horizon 3
(2016 and beyond)

...
Other Typical Projects















Conduct a survey of customers to validate and quantify
interest in the ...
Thanks
Let us know what we can do to help you.
David Eads – david@mobilestrategypartners.com
George Kelley
–
george.kelley...
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Getting your mobile strategy from PowerPoint to Production

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There's no shortage of great mobile ideas. Learn how to get past the roadblocks most organizations face with implementing their mobile strategy and get products to market faster.

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  • Mobile is too important to failMarket is moving fast, it’s easy to fall farther behindTechnology changing rapidly, wrong choice dangerousInsurance vendors tend to develop as little as possibleOrganizations are struggling to get mobile “from PowerPoint to Production” in addition to making the right strategic decisionsSource: Mary Meeker, Kleiner, Perkins, Caulfield, & Byers
  • Getting your mobile strategy from PowerPoint to Production

    1. 1. Getting from PowerPoint to Production Confidential
    2. 2. Sample Clients WINTRUST FINANCIAL Confidential
    3. 3. Select Partners Confidential
    4. 4. How we help clients We help organizations transform during the “Great Mobile and Tablet Disruption”:    “Mobile first” business strategy and execution planning Custom software development & architecture (US, UK, & LATAM) Software solution templates for off-the-shelf use or customization Strategy Execution Planning Confidential Development & Support Software Solutions
    5. 5. Much at stake with mobile, tablet 60% Mobile OS now  For example, one of our clients saw a 67% reduction in abandonment by implementing a user-friendly, mobile-optimized site  Organizations struggle to get “from PowerPoint to Production” in addition to making the right strategic decisions Confidential
    6. 6. The Pipeline is Too Narrow Reasons are many:  Budget / Executive support  (Biz & IT) team organization  Lacking new skills, changing fast  Lacking partners with right resources (skills, technology)  Integration Development Products Confidential
    7. 7. How we help speed things up Native API Implementations CUF X ACORD CRM Etc Object Model Framework Analytics JavaScript API (extends Cordova.xml) Cloud Object Model Integration Extended Services Analytic s Worklight Industry App Templates Design Patterns & Best Practice Software Frameworks Partnerships with leading vendors Plus  Resources must have extensive mobile industry experience  Require domain expertise in the regulated industries  Business skills critical in quantifying value of opportunities and delay costs  Require both business & technology experience to remove roadblocks  Analyze other industries with maturity in mobile to adopt best Confidential practices
    8. 8. Mobile Agent: Key Features  Unified CRM, Quoting & Tools ◦ ◦ ◦ ◦ ◦ ◦ ◦ ◦ ◦  Configurable integration ◦ ◦ ◦ ◦  Add contact via driver’s license Voice search Conversation recording Quick access to notes Trailing documents Dashboard charts & reports Calculators Product illustrations Appetite guides & class codes Mainframe terminal Web quoting Mobile Optimized workflow Support for major CRM providers Cross-platform ◦ Hybrid: IBM Worklight, Cordova/PhoneGap, Dojo ◦ Traditional web option Confidential
    9. 9. Example: Hybrid Framework  Developed by us based on our past experience  Extend Cordova (aka PhoneGap)  Simplifies JavaScript interactions, speeding development  Provide object models for mobile client apps in JavaScript and native mobile OS languages (Objective C, Java, C#, etc.)  Object models reduce complexity significantly  Provide object models for specific standards (ie CUFX, OFX) and promote development of others  Provides built-in facilities for analytics and customer experience management (CEM) Encourages adherence to the latest industry best practices Native API Implementations CUFX OFX Object Model Framework Et c Cloud Object Model Integration Extended Services Worklight Confidential CRM Analytics  JavaScript API (extends Cordova.xml) Analytic s
    10. 10. Example: Mobile Team Structure Business Leader Technology Leader Architect  Backend Developer UX Developer QA Lead UX Designer Business Analyst Single team of mixed skills ◦ Business and technology, from requirements development to launch ◦ One leader, empowered to make decisions, but working very closely with Technology Lead ◦ Team size should remain relatively small (no more than 10-15)  Technology should understand the business case  Business should understand the technology  Reduce cost and time by minimizing back-and-forth and the risk of miscommunication  Ensure everyone truly understands the goals, context, risks and issues  Work as an integrated unit, not distinctly separate teams communicating through intermediaries  Operate within a single governance framework Confidential
    11. 11. Integration  Worklight & Cast Iron integrate CRM for most providers ◦ ◦ ◦ ◦ ◦ Salesforce.com Siebel SAP NetSuite Microsoft We have deep experience with integration and work on open standards bodies efforts (CUFX)  Design with custom and configurable interfaces in mind  ◦ JSON or XML ◦ REST over HTTPS Provide access to content without waiting for custom integration by embedding mainframe and web access  Support secure end-points using IBM Cast Iron & Secure Endpoint adapters  Confidential
    12. 12. Sample Introductory Engagement  Week 1 - Preparation (~2 days) ◦ Review any documentation provided including previous research on mobile vendors, business process documentation, and technical detail ◦ Prepare for on-site visit including tailoring market overview for your interests  Week 2 - Initial on-site meeting (2-3 days with 2 senior consultants) ◦ Document your goals and business objectives ◦ Provide an overview of the types of mobile functionality applicable to your target audience ◦ Ideation session exploring business assets to expose via mobile ◦ Identify key technology, resource constraints, and top 5 mobile opportunities ◦ Identify potential integration points for top 5 features ◦ Hold investigative meetings/interviews to identify key metrics ◦ Estimate high-level business opportunity for top 5 features ◦ Produce preliminary prioritization of top 5 opportunities  Week 3 – (6 days,, on-site time variable) ◦ Identify likely mobile vendors/technology providers for further evaluation of their interest and ability to meet requirements. ◦ Refine prioritization and high-level business benefits and develop high-level mobile roadmap ◦ Prepare Executive presentation  Week 4 – Delivery (1 day on-site) ◦ Present Mobile Roadmap - prioritize opportunities, benefits and recommend next Confidential
    13. 13. Sample Opportunity Prioritization Advisor tablet High Inventory Process Client tablet Paper checklists Advisor Training Commission Calculator Facility Mapping Tool E-signature EFT Enrollment w/Check Client Needs Review Tool Contextual Call Handling Alerts - Service/Payment BENEFIT Image capture Quote completion Supporting & trailing documentation Bill payment Responsive Design of all sites • • Optimize existing web sites for mobile Mobile enables existing web sites Simplify Getting Mobile Credentials Links Order Status Telematics Regional Supervisor app Policy changes Facility Mapping tool Full enterprise integration Low High DIFFICULTY Confidential Low
    14. 14. Sample Output: Suggested Mobile Roadmap – Summary Build competitive advantages Take the lead Horizon 3 (2016 and beyond) Solidify competitive parity Horizon 2 Horizon 1 (2013-2014) • • • • (2014-2015) XXXXXX XXXXXX XXXXXX XXXXXX • • • Confidential XXXXXX XXXXXX XXXXXX • • • XXXXXX XXXXXX XXXXXX
    15. 15. Other Typical Projects              Conduct a survey of customers to validate and quantify interest in the identified mobile opportunities Select capabilities to focus on for detailed analysis Develop business requirements Evaluate technical feasibility of integration points Evaluate mobile vendors for ability and interest in supporting desired capabilities Develop architectural & technical requirements Calculate product development & operational estimates Assist in vendor selection & contract negotiations Develop Go-To-Market plan with your team Product development, assist in product development or provide execution oversight Outsource select development projects Recommend testing strategies to streamline and improve quality Perform periodic analysis of user experience metrics & KPIs Confidential
    16. 16. Thanks Let us know what we can do to help you. David Eads – david@mobilestrategypartners.com George Kelley – george.kelley@mobilestrategypartners.com Strategy Execution Planning Confidential Development & Support Software Solutions

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