SharePoint Summit Toronto2011 KWizCom SharePoint2010 mobile solutions

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SharePoint Summit Toronto2011 KWizCom SharePoint2010 mobile solutions

  1. 1. Moving from Web-based collaboration to the mobile arena -Mobile, Task-Oriented Solutions<br />Nimrod Geva<br />Product Group Manager, KWizCom<br />nimrod@kwizcom.com<br />
  2. 2. Introduction<br />
  3. 3. 3<br />Subjects<br />Implementing Smart SharePoint <br />mobile solutions <br />Faster & easier to use <br />
  4. 4. We all are going mobile!<br />4<br />
  5. 5. What does SharePoint have to offer mobile users?<br />5<br />
  6. 6. 6<br />In SharePoint 2007<br />
  7. 7. Mobile Views<br />7<br />The portal becomes <br />a list of lists<br />http://server/site/m<br />
  8. 8. 8<br />What does SP2010 have to offer mobile users ?<br />
  9. 9. 9<br />DemoSharePoint 2010 mobile pages<br />
  10. 10. 10<br />DEMO<br />Add “/?mobile=1” to get the mobile view of any page<br />
  11. 11. 11<br />DEMO<br />
  12. 12. What do mobile users need ?<br />I am on the road<br />I am in a hurry<br />I need some specificinformation right now<br />I need to update something specific right now<br />My smartphone’s screen size is Not 19’’<br />12<br />
  13. 13. 13<br />DemoTrying to update a follow-up task just after finishing a meeting…<br />
  14. 14. Here’s SharePoint’s mobile view (/m)<br />Where is my sales workspace?? <br />I just need a big “New Task” button<br />
  15. 15.
  16. 16. Finally I can add the follow-up task for myself!<br />Why do I need this field?? It’s a NEW task so of course it was not started!!<br />Same for this one…why is it here??<br />Now I have to select myself..<br />
  17. 17. So..what’s missing?<br />I DON’T need to haveour company portal’s UI inside my smartphone.(even if it looks great)<br />17<br />
  18. 18. So..what’s missing?<br />I DON’T need to see a long list of all the libraries and lists in my workspace.<br />18<br />
  19. 19. So..what’s missing?<br />I DON’T need the exact same generic list forms,with unnecessary fields and menus.<br />19<br />
  20. 20. In simple words:<br />I do NOT need a portal <br />while I am on the road.<br />20<br />Show me exactly what I need<br />to accomplish my tasks!<br />
  21. 21. So what do mobile users need ?<br />A much more focused interface:<br />Task-Oriented<br />Context-Sensitive<br />21<br />
  22. 22. The problem here is not new..<br />Information overload vs.<br /><ul><li>Limited display size
  23. 23. Limited time</li></ul>22<br />
  24. 24. Task-Oriented Interface<br />“The task-focused interface is a type of user interface that makes tasks, not information, the primary unit of interaction.” <br />23<br />
  25. 25. Show me ONLY what I need!<br />Instead of showing me everything<br />
  26. 26. Context-Sensitive Interface<br />Behave differently according to the current situation:<br /><ul><li>Who I am, Where I am
  27. 27. Type of information
  28. 28. State of the current record</li></ul>25<br />
  29. 29. Example: Understand what tasks are<br />26<br />“Due Date” should be later than “Start Date” <br />
  30. 30. Example: Understand what tasks are<br />27<br />If the task was assigned to me, I shouldn’t be able to change some fields in the task <br />
  31. 31. Example: Understand what tasks are<br />28<br />If the task was assigned to me, I shouldn’t be able to change some fields in the task <br />
  32. 32. Example: Understand what tasks are<br />29<br />If the task status is “Completed”<br />It should be locked for editing<br />
  33. 33. Context-Sensitive Interface<br />Behave differently according to the current situation:<br /><ul><li>Who I am, Where I am
  34. 34. Type of information
  35. 35. State of the current record</li></ul>30<br />
  36. 36. IT Help DeskWeb/Mobile solution<br />Demo<br />
  37. 37. Open a support ticket<br />Customer (Web)<br /><ul><li>Open support tickets
  38. 38. Unable to see any of the other Help-Desk fields
  39. 39. See his tickets’ status</li></ul>Technician (Web/Mobile)<br /><ul><li>Open support tickets in behalf of customers.</li></ul>Once a ticket is opened it is queued in the support cases queue.<br />1<br />Open support ticket<br />Support cases queue<br />
  40. 40. Ticket assigned to a technician<br />Technician (Web/Mobile)<br /><ul><li>Take ownership on new tickets
  41. 41. View issues assigned to me
  42. 42. Unable to change the customer’s reported issue</li></ul>Customer (Web)<br /><ul><li>Gets notified by email
  43. 43. Unable to change the issue description/open date once a technician starts working on it
  44. 44. See his tickets’ status</li></ul>Support cases queue<br />2<br />Take ownership<br />
  45. 45. Update ticket by technician<br />3<br />Technician (Web/Mobile)<br /><ul><li>Update ticket status</li></ul>Customer (Web)<br /><ul><li>Gets notified by email
  46. 46. See his tickets’ status.</li></ul>Get status updates<br />Update ticket<br />Support cases queue<br />
  47. 47. Close ticket by technician<br />4<br />Technician (Web/Mobile)<br /><ul><li>Closes the ticket and updates the resolution</li></ul>Customer (Web)<br /><ul><li>Gets notified by email
  48. 48. See his tickets’ status.</li></ul>Get status update<br />Close ticket<br />Support cases queue<br />
  49. 49. Monitor and manage<br />Helpdesk manager (Web/Mobile)<br /><ul><li>Monitor the HD department’s performance KPI’s (Web/Mobile)
  50. 50. Assign delayed issues to technicians (Web/Mobile)</li></ul>Technician (Web/Mobile)<br /><ul><li>Gets notified by email when a ticket was assigned to him by the manager
  51. 51. See his tickets’ status.</li></ul>5<br />Support cases queue<br />
  52. 52. How can you get there?<br />Task oriented interface<br />Context sensitive interface<br />Better rendering for smartphones<br />
  53. 53. How can we get there?<br />Customization<br />Development<br />3rd-party solutions<br />
  54. 54. Customization<br />Create list forms for Mobile clients using InfoPath:<br />Include only relevant fields.<br />Different forms for different target audiences. <br />Web parts including custom links for different audiences.<br />
  55. 55. Development(not too deep)<br />Create a master page for mobile<br />Create a CSS for mobile<br />Use mobile rendering freeware sourcecode<br />
  56. 56. http://code.google.com/p/iphone-universal/<br />
  57. 57. http://code.google.com/p/iui/wiki/Introduction<br />
  58. 58. Development<br />Field-level permissions<br />View-level permissions<br />Dynamic custom buttons<br />Dynamic defaults<br />Dynamic field constraints<br />Better support for various types of smartphones<br />
  59. 59. Of the shelf solution<br />44<br />
  60. 60. 45<br />Summary<br />
  61. 61. Smart mobile SharePoint interfaces<br />It’s not just about better rendering for mobile<br />Focused, task oriented interface<br />Context-sensitive list forms<br /><ul><li>Less mistakes
  62. 62. Shorter update time
  63. 63. Less page post-backs
  64. 64. Improved productivity!</li></li></ul><li>47<br />Q&A<br />
  65. 65. 48<br />Thank You!<br />Nimrod Geva<br />Product Group Manager, KWizCom<br />nimrod@kwizcom.com<br />

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