Ride the mobility wave with ProntoForms as we share our 10 Immutable Steps to Mobilize Your Business.

1. The 10 Immutable
Steps to Mobilize
Your Business

2. / According to research firm Gartner
“The rise of bring your own device (BYOD)
programs is the single most radical shift in
the economics of client computing for
business since PCs invaded the workplace.”

3. The wave is here…

4. … are you going to ride it?
The wave is here…

5. 1 Document your
/ objectives

6. / Define your objectives
Improve productivity and reduce cost
Enhance quality of service
Optimize environmental, health and
safety compliance

7. + tip
Prioritize your objectives and
don’t overreach in phase one

8. 2Map out your
/ business process

9. Use “Swim Lanes” to organize your process
APPROVALS
Customer Sales Contracts Legal Fulfillment
Customer
submits PO
Rep Logs PO,
Enters Order
Contracts Agents
Reviews Order
Standard Terms?
Agent Approves
Order
Agent Requests
Approval
Agent Cancels
Order
Order is Not
Shipped
Rep is Notified
Attorney Marks it
OK, Returns to
Agent
Changes
Acceptable?
Attorney Marks it
No, Returns to
Agent
Pick Order
Log Shipment
Order is Shipped
No
Yes
Yes
No

10. Understand when one process ends and a new one starts.
APPROVALS
Customer Sales Contracts Legal Fulfillment
Customer
submits PO
Rep Logs PO,
Enters Order
Contracts Agents
Reviews Order
Standard Terms?
Agent Approves
Order
Agent Requests
Approval
Agent Cancels
Order
Order is Not
Shipped
Rep is Notified
Attorney Marks it
OK, Returns to
Agent
Changes
Acceptable?
Attorney Marks it
No, Returns to
Agent
Pick Order
Log Shipment
Order is Shipped
No
Yes
Yes
No

11. APPROVALS
Customer Sales Contracts Legal Fulfillment
Customer
submits PO
Rep Logs PO,
Enters Order
Contracts Agents
Reviews Order
Standard Terms?
Agent Approves
Order
Agent Requests
Approval
Agent Cancels
Order
Order is Not
Shipped
Rep is Notified
Attorney Marks it
OK, Returns to
Agent
Changes
Acceptable?
Attorney Marks it
No, Returns to
Agent
Pick Order
Log Shipment
Order is Shipped
No
Yes
Yes
No
START
Understand when one process ends and a new one starts.

12. APPROVALS
Customer Sales Contracts Legal Fulfillment
Customer
submits PO
Rep Logs PO,
Enters Order
Contracts Agents
Reviews Order
Standard Terms?
Agent Approves
Order
Agent Requests
Approval
Agent Cancels
Order
Order is Not
Shipped
Rep is Notified
Attorney Marks it
OK, Returns to
Agent
Changes
Acceptable?
Attorney Marks it
No, Returns to
Agent
Pick Order
Log Shipment
Order is Shipped
No
Yes
Yes
No
Understand when one process ends and a new one starts.
START
END

13. APPROVALS
Customer Sales Contracts Legal Fulfillment
Customer
submits PO
Rep Logs PO,
Enters Order
Contracts Agents
Reviews Order
Standard Terms?
Agent Approves
Order
Agent Requests
Approval
Agent Cancels
Order
Order is Not
Shipped
Rep is Notified
Attorney Marks it
OK, Returns to
Agent
Changes
Acceptable?
Attorney Marks it
No, Returns to
Agent
Pick Order
Log Shipment
Order is Shipped
No
Yes
Yes
No
Identify the players within your process.

14. APPROVALS
Customer Sales Contracts Legal Fulfillment
Customer
submits PO
Rep Logs PO,
Enters Order
Contracts Agents
Reviews Order
Standard Terms?
Agent Approves
Order
Agent Requests
Approval
Agent Cancels
Order
Order is Not
Shipped
Rep is Notified
Attorney Marks it
OK, Returns to
Agent
Changes
Acceptable?
Attorney Marks it
No, Returns to
Agent
Pick Order
Log Shipment
Order is Shipped
No
Yes
Yes
No
Identify the players within your process.
Will the mobile solution enhance the
process and accelerate information sharing?

15. + tip
Now, objectively assess your IT capabilities.
Can you do this on your own?

16. 3Look at the big
/ pic(architec)ture

17. / It’s not just an App – it’s all connected

18. / It’s not just an App – it’s all connected

19. + tip
Consider the impact that a complete solution
can make, not just one cool App feature

20. 4Adopt mobile app
/ technology

21. / Single mobile OS or multiple?
What app features do you need?

22. / Support for multiple screen sizes?
What app features do you need?

23. / Offline vs. online functionality?
What app features do you need?
vs.

24. / Access to office data?
What app features do you need?
Price & Parts
lists
Customer
information
Technical docs
& Manuals

25. / Where does your business process start?
What app features do you need?

26. Do I need
dispatching
capabilities?

27. signatures
/ Do we need to capture just text or dynamic content?
What app features do you need?
credit card processing barcode scanning
photos & sketch Geo-stamp location calculations

28. + tip
It’s not about cool app feature, it’s about how
they can be leveraged to reach your objectives:
increase productivity, efficiency, compliance…

29. 5Administrating your
/ mobile users

30. User and device settings
and preferences
User and group-level privileges
management
Location and time tracking?
Data connection capabilities
Standard reporting vs
Big Data analytics
Data formats: Word, PDF, Excel…
What admin controls do you need?

31. + tip
Admin tools can help you track ROI,
deployment progress and project success.

32. Only 5 more
steps to go!
No time to read now?
Click here to download this presentation in PDF format

33. 6Leverage the
/ cloud

34. + the cloud can extend mobile team capabilities

35. + the cloud can extend mobile team capabilities
+ connecting to multiple cloud services
should not involve complex IT configuration

36. + the cloud can extend mobile team capabilities
+ deeper integration may require an Open API
+ connecting to multiple cloud services
should not involve complex IT configuration

37. + tip
Ensure your mobile solution has a built-in,
out-of-the-box integration options to allow
deeper cloud connectivity

38. 7Devices - embrace
/ the differences
):

39. Don’t be afraid of mixing devices

40. The app you deploy MUST work with the leading OS’s.
If it doesn’t – you are taking a risk

41. + tip
MDM solutions, such as Mobile Iron
or AirWatch, can help secure company data.

42. 8Stick your toe in first…
/ then jump!

43. One phase at a time…
phase 1
Experiment, try before
you buy. Should be free.

44. One phase at a time…
phase 1
Experiment, try before
you buy. Should be free.
phase 2
Proof of concept & ROI

45. One phase at a time…
phase 1
Experiment, try before
you buy. Should be free.
phase 2
Proof of concept & ROI
phase 3
Deploy: DIY or with
professional services

46. phase 1
Experiment, try before
you buy. Should be free.
phase 2
Proof of concept & ROI
phase 3
Deploy: DIY or with
professional services
phase 4
Grow user base and expand to
other processes or divisions
One phase at a time…

47. + tip
If you feel like you’re being
rushed… walk away.

48. 9Buy or Build?
/ Run your checklist

49. Buy or build: 3 things to consider
1
Mobile
architecture
and related
complexity

50. Buy or build: 3 things to consider
1
Mobile
architecture
and related
complexity
2
Speed of
change. Can
you keep up
with the pace?

51. Buy or build: 3 things to consider
1
Mobile
architecture
and related
complexity
2
Speed of
change. Can
you keep up
with the pace?
3
Adaptability of
the solution to
other business
processes

52. + tip
If you need a customer facing “Brand App”,
90% of the time it’s a custom build.

53. 10Verify your
vendor’s
/ reputation

54. Reputation capital
Recognition
Is your chosen
mobile solution
partner reputable
Are you in safe
hands?

55. Reputation capital
Recognition
Is your chosen
mobile solution
partner reputable
Are you in safe
hands?
Customers
Who’s using the
solution?
What are the
customers saying?
Any success stories
in your line of
business?

56. Recognition
Is your chosen
mobile solution
partner reputable
Are you in safe
hands?
Customers
Who’s using the
solution?
What are the
customers saying?
Any success stories
in your line of
business?
Partners
What are the
solution’s business
partners saying?
Reputation capital

57. + tip
Ask for references…
Your reputation is connected to the
success of this deployment.

58. Going mobile doesn’t have to be hard.

59. Going mobile doesn’t have to be hard.
We’ve done this before.

60. Going mobile doesn’t have to be hard.
We’ve done this before.
With over 3,500 businesses.

61. We can help you too.

62. Don’t drown in paperwork.

63. Let’s ride this mobility wave together.

64. Let’s ride this mobility wave together.
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