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16 Best Practices for
Mobile Customer
Engagement & Data
Collection in the
Enterprise

1

Copyright 2013 Avoka Technologies..
Is Mobile really that important?

The pace of adoption of new
technology is only accelerating the iPad left the iPhone for dust
outselling 300%

2

Copyright 2013 Avoka Technologies..
Is Mobile really that important?

It took 3 years from the iPad’s
launch to end the PC’s 20 year
reign

3

Copyright 2013 Avoka Technologies..
Is Mobile really that important?

Desktop dominates during office hours and
SmartPhone is always present. Tablet takes over
during high value hours 6pm onwards when people
take care of personal banking.
4

Copyright 2013 Avoka Technologies..
Is Mobile really that important?

Westpac also see this similar
customer behaviour - good
representation at least of
Australian consumer behaviour.
5

Copyright 2013 Avoka Technologies..
2 separate use cases for mobile in
the enterprise. Productivity can
be achieved by field staff and
engagement is key for customers.

6

Copyright 2013 Avoka Technologies..
Why should I look at this presentation?
Shared service for B2G Transactions
Inspections of 160,000 Properties Annually
NBN Construction
Work Orders & Sub-Station Inspections
Major Construction Project Reporting
2,000 Mobile Insurance Risk & Claim Assessors
4,000 Financial Advisors
7

Copyright 2013 Avoka Technologies..
OK – this is what you’re going to learn

16

BEST PRACTICES
For Mobile
Engagement & Data
Collection

8

Copyright 2013 Avoka Technologies..
#1 – Buy VS Build

One of the first decisions you’ll face.
Buy or build?
Extensions to existing products,
frameworks from large vendors,
development environments etc.

Build from scratch
Off-The Shelf
Product + Config

9

Copyright 2013 Avoka Technologies..
EXHIBIT A: CONSTRUCTION
Theiss – large construction, mining,
engineering company. Needed mobile
enabled time-sheeting and project reporting
solution – cheap apps fell down on
integration, security and offline usage. The
other options were $Ms

Time-sheeting &
Project Reporting
ERP Integrated Solution
$m’s
Time & Attendance
$m’s
Build & Maintain
$m’s
Solution chosen was Enterprise Forms: they
iPad Form App
$99/user/yr
can build own data capture applications –
Enterprise Forms
$150k
time sheets, utilisation reports,
health/safety reporting etc.

10

Copyright 2013 Avoka Technologies..
#2 – Cloud vs On-Premise

Once you decide buy or build you need to
think about Cloud vs on-premise.
Stigma attached to cloud – private Cloud =
secure hosting on virtualised infrastructure.
Think to the future - flexibility to use either
Cloud or on-premise is advisable.

Private Cloud and Public Cloud are different
Preference may change > Allow it to…
11

Copyright 2013 Avoka Technologies..
EXHIBIT B: AUTOMOTIVE
TEST DRIVE
TEST DRIVE

NEWSLETTER
NEWSLETTER

ENQUIRY
ENQUIRY

TIME TO MARKET
SCALABILITY
RELIABILITY (10 Test Drives = 1 Purchase)

12

……………
……………

Jaguar Land Rover
had Cloud
dilemma. Changes
to forms that
were key source
of sales were
taking weeks to
make. Product in
cloud = better
time to market,
scalability &
reliability.
Copyright 2013 Avoka Technologies..
#3 Replicating the Power of Paper

Paper doesn’t crash or need connectivity. It’s
familiar, collaborative & the only device
needed is a pen.
So keep attachment capability, use esignatures, allow occasionally-connected
environment, and autosave functionality.

13

Copyright 2013 Avoka Technologies..
#4 Accessibility
Case Law:
Maguire VS
SOCOG
1999

Quite simply –
accessibility is a very
important feature in any
solution considered.

Source - www.accessiq.org)

14

Copyright 2013 Avoka Technologies..
#5 Don’t change everything at once

It can be hard to prioritise higher-value
transactions due to cost. It’s important to
understand integration is not always
necessary. When all you’ve got is a hammer,
everything can look like a nail. You don’t just
have hammers… and not everything is a nail.
15

HIGH

Copyright 2013 Avoka Technologies..
EXHIBIT C: INSURANCE
NO INTEGRATION ––STILL BENEFITS
NO INTEGRATION STILL BENEFITS
Claim lodgement on any device
Claim lodgement on any device
38% reduction in paper form errors
38% reduction in paper form errors
22to 55day deduction in processing delays
to day deduction in processing delays

NO INTEGRATION

STRAIGHT THROUGH PROCESSING
(Coming Soon)
Westpac had a paper insurance claim form – phonecall to
get it, printer to use it = not good when your home is
under a tree. A replica of the paper form was built in 6
days, it’s processed the same way but customer fills out
online – mobile/tablet/desktop. Data is produced as XML
file. Developments now underway for integration to
16
claims management system.

Claims Mgmt
System

Copyright 2013 Avoka Technologies..
#6 Maintenance Costs Matter
It’s not just the build costs. Cost of
changes multiplied by the frequency of
change gives you your TCO.

(Build Cost)
+
(Frequency of
Change
x
Cost Per Change)
=
TCO
17

Copyright 2013 Avoka Technologies..
#7 Integration

Implementing a solution
with an open
architecture and
standards based
interfaces means various
integration points can be
built in further down the
line.

Internet
Intranet
Extranet
Mobile App

Pre-Fill
Pre-Fill

Validate
Validate

18

Submit
Submit

Copyright 2013 Avoka Technologies..
#8 Leverage Your Devices

19

Look for solutions with
frameworks that give you
access to a wide range of
device features – while you
might not need them all on
day 1, as usage becomes
more sophisticated you have
the capabilities there.

Copyright 2013 Avoka Technologies..
EXHIBIT D: GOV HOUSING

NSW Housing – Largest Landlord in Australia
164,000 Properties
BYOD - Outsourced Inspections
GPS to confirm location (Property / Café / Pub?)
Local Storage for Property Description File
Camera for Condition Reporting

Wireless Networking for Urgent Repair Notification
They found 2 unforeseen benefits in their
mobile inspections solution – data accuracy
improved cost efficiency and improved safety as
dangerous issues were resolved quicker
20

Copyright 2013 Avoka Technologies..
#9 Container Apps

Container App Model: Deploy
one app with infrequent
updates which acts as the
container and other
functionality deployed as
modules from server not app
store

21

Copyright 2013 Avoka Technologies..
EXHIBIT E: PHARMACEUTICAL

Fortune 200 Pharmaceutical Company
10,000 Pharma Reps
Rapidly Changing Forms
50+ Languages
Immediate Regulatory Response
Security Imperative
An example of the Container App solution. Deploy iPads to mobile global sales force
– across 90 countries. Need for data collection forms for product orders,
complaints, reports etc. Singapore Transport did something similar – container app
that has sub-apps for buses, trains, traffic updates etc.
22

Copyright 2013 Avoka Technologies..
#10 Authenticate OR Anonymous

?
Many users types. Important distinction to
consider is authenticated vs anonymous.
Field staff = authenticated – unless complex
with sub-contractors. Any solution which is
customer facing = anonymous user. Support
for both is therefore useful.
23

Copyright 2013 Avoka Technologies..
#11 User Initiated or Assigned Tasks
Primary focus may be one, the other will undoubtedly be useful

24

Copyright 2013 Avoka Technologies..
EXHIBIT F: ENERGY UTILIT Y

Ausgrid large mobile
workforce – staff and
contractors. Both groups
can complete tasks (incl.
unexpected ones) in the
field and collect the
related information as
they do so.

25

Copyright 2013 Avoka Technologies..
#12 Security
ACCESS

DATA STORAGE

COMMUNICATION

Access – ensure the
device and applications
only accessible to
appropriate users.
Data storage – any info
stored on device should
be encrypted, plus
support ability to
remotely wipe within
app or through MDM
solution (e.g. Mobile
Iron, Air Watch).
Comms – all info sent to
and from device should
be encrypted.

26

Copyright 2013 Avoka Technologies..
#13 Responsive Design

Screen Size
Touch/Mouse
Navigation
Content
Functionality
Performance

Take care of all these so that no
matter what devices Apple,
Samsung or Huawei release
you’re prepared with responsive
design. If you work with
someone who can take care of
this for you then you will be as
covered as you can be.
27

Copyright 2013 Avoka Technologies..
#14 BYOD and Device Cross-Over

Responsive is also about users initiating an
activity on one device (e.g. phone) and
completing it on another (e.g. tablet)
altogether. Allowing for this gives better
productivity for field workers, and convenience
for both field workers and customers.
28

Copyright 2013 Avoka Technologies..
EXHIBIT G: HOME LENDER
For example – home lender has a home loan
application which can be initiated on a mobile
device, saved and completed on a larger screen

29

Copyright 2013 Avoka Technologies..
#15 Customisable Design

Online and mobile engagement solutions
are an extension of your brand.
For example here we see a web page on
the left that is very different to the form
on the right – font, layout, width. And
responsiveness – red circle highlights
radio buttons that required horizontal
scrolling to use.

30

Copyright 2013 Avoka Technologies..
#16 Mobile Means Always On

It’s a 24x7 world and even at 3am customers
are trying to access your website. Lying awake
in bed wondering if a bill was paid, you reach
for your phone.
31

Copyright 2013 Avoka Technologies..
The Power of Mobile

OM
T
US
C

E

NG
RE

M
GE
A

EN

T

Y
VIT
I
CT
U
OD
PR
E
NC
IA
PL
M
CO

Mobile – your staff and
customers are already using it
so it’s important to stop
planning and start doing.
32

Copyright 2013 Avoka Technologies..
More information…?

www.avoka.com
33

Copyright 2013 Avoka Technologies..
Keep in Touch

dcorcoran@avoka.com
+61 406 531 675
au.linkedin.com/in/derekcorcoran

34

Copyright 2013 Avoka Technologies..

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16 Best Practices for Mobile Customer Engagement & Data Collection in the Enterprise

  • 1. 16 Best Practices for Mobile Customer Engagement & Data Collection in the Enterprise 1 Copyright 2013 Avoka Technologies..
  • 2. Is Mobile really that important? The pace of adoption of new technology is only accelerating the iPad left the iPhone for dust outselling 300% 2 Copyright 2013 Avoka Technologies..
  • 3. Is Mobile really that important? It took 3 years from the iPad’s launch to end the PC’s 20 year reign 3 Copyright 2013 Avoka Technologies..
  • 4. Is Mobile really that important? Desktop dominates during office hours and SmartPhone is always present. Tablet takes over during high value hours 6pm onwards when people take care of personal banking. 4 Copyright 2013 Avoka Technologies..
  • 5. Is Mobile really that important? Westpac also see this similar customer behaviour - good representation at least of Australian consumer behaviour. 5 Copyright 2013 Avoka Technologies..
  • 6. 2 separate use cases for mobile in the enterprise. Productivity can be achieved by field staff and engagement is key for customers. 6 Copyright 2013 Avoka Technologies..
  • 7. Why should I look at this presentation? Shared service for B2G Transactions Inspections of 160,000 Properties Annually NBN Construction Work Orders & Sub-Station Inspections Major Construction Project Reporting 2,000 Mobile Insurance Risk & Claim Assessors 4,000 Financial Advisors 7 Copyright 2013 Avoka Technologies..
  • 8. OK – this is what you’re going to learn 16 BEST PRACTICES For Mobile Engagement & Data Collection 8 Copyright 2013 Avoka Technologies..
  • 9. #1 – Buy VS Build One of the first decisions you’ll face. Buy or build? Extensions to existing products, frameworks from large vendors, development environments etc. Build from scratch Off-The Shelf Product + Config 9 Copyright 2013 Avoka Technologies..
  • 10. EXHIBIT A: CONSTRUCTION Theiss – large construction, mining, engineering company. Needed mobile enabled time-sheeting and project reporting solution – cheap apps fell down on integration, security and offline usage. The other options were $Ms Time-sheeting & Project Reporting ERP Integrated Solution $m’s Time & Attendance $m’s Build & Maintain $m’s Solution chosen was Enterprise Forms: they iPad Form App $99/user/yr can build own data capture applications – Enterprise Forms $150k time sheets, utilisation reports, health/safety reporting etc. 10 Copyright 2013 Avoka Technologies..
  • 11. #2 – Cloud vs On-Premise Once you decide buy or build you need to think about Cloud vs on-premise. Stigma attached to cloud – private Cloud = secure hosting on virtualised infrastructure. Think to the future - flexibility to use either Cloud or on-premise is advisable. Private Cloud and Public Cloud are different Preference may change > Allow it to… 11 Copyright 2013 Avoka Technologies..
  • 12. EXHIBIT B: AUTOMOTIVE TEST DRIVE TEST DRIVE NEWSLETTER NEWSLETTER ENQUIRY ENQUIRY TIME TO MARKET SCALABILITY RELIABILITY (10 Test Drives = 1 Purchase) 12 …………… …………… Jaguar Land Rover had Cloud dilemma. Changes to forms that were key source of sales were taking weeks to make. Product in cloud = better time to market, scalability & reliability. Copyright 2013 Avoka Technologies..
  • 13. #3 Replicating the Power of Paper Paper doesn’t crash or need connectivity. It’s familiar, collaborative & the only device needed is a pen. So keep attachment capability, use esignatures, allow occasionally-connected environment, and autosave functionality. 13 Copyright 2013 Avoka Technologies..
  • 14. #4 Accessibility Case Law: Maguire VS SOCOG 1999 Quite simply – accessibility is a very important feature in any solution considered. Source - www.accessiq.org) 14 Copyright 2013 Avoka Technologies..
  • 15. #5 Don’t change everything at once It can be hard to prioritise higher-value transactions due to cost. It’s important to understand integration is not always necessary. When all you’ve got is a hammer, everything can look like a nail. You don’t just have hammers… and not everything is a nail. 15 HIGH Copyright 2013 Avoka Technologies..
  • 16. EXHIBIT C: INSURANCE NO INTEGRATION ––STILL BENEFITS NO INTEGRATION STILL BENEFITS Claim lodgement on any device Claim lodgement on any device 38% reduction in paper form errors 38% reduction in paper form errors 22to 55day deduction in processing delays to day deduction in processing delays NO INTEGRATION STRAIGHT THROUGH PROCESSING (Coming Soon) Westpac had a paper insurance claim form – phonecall to get it, printer to use it = not good when your home is under a tree. A replica of the paper form was built in 6 days, it’s processed the same way but customer fills out online – mobile/tablet/desktop. Data is produced as XML file. Developments now underway for integration to 16 claims management system. Claims Mgmt System Copyright 2013 Avoka Technologies..
  • 17. #6 Maintenance Costs Matter It’s not just the build costs. Cost of changes multiplied by the frequency of change gives you your TCO. (Build Cost) + (Frequency of Change x Cost Per Change) = TCO 17 Copyright 2013 Avoka Technologies..
  • 18. #7 Integration Implementing a solution with an open architecture and standards based interfaces means various integration points can be built in further down the line. Internet Intranet Extranet Mobile App Pre-Fill Pre-Fill Validate Validate 18 Submit Submit Copyright 2013 Avoka Technologies..
  • 19. #8 Leverage Your Devices 19 Look for solutions with frameworks that give you access to a wide range of device features – while you might not need them all on day 1, as usage becomes more sophisticated you have the capabilities there. Copyright 2013 Avoka Technologies..
  • 20. EXHIBIT D: GOV HOUSING NSW Housing – Largest Landlord in Australia 164,000 Properties BYOD - Outsourced Inspections GPS to confirm location (Property / Café / Pub?) Local Storage for Property Description File Camera for Condition Reporting Wireless Networking for Urgent Repair Notification They found 2 unforeseen benefits in their mobile inspections solution – data accuracy improved cost efficiency and improved safety as dangerous issues were resolved quicker 20 Copyright 2013 Avoka Technologies..
  • 21. #9 Container Apps Container App Model: Deploy one app with infrequent updates which acts as the container and other functionality deployed as modules from server not app store 21 Copyright 2013 Avoka Technologies..
  • 22. EXHIBIT E: PHARMACEUTICAL Fortune 200 Pharmaceutical Company 10,000 Pharma Reps Rapidly Changing Forms 50+ Languages Immediate Regulatory Response Security Imperative An example of the Container App solution. Deploy iPads to mobile global sales force – across 90 countries. Need for data collection forms for product orders, complaints, reports etc. Singapore Transport did something similar – container app that has sub-apps for buses, trains, traffic updates etc. 22 Copyright 2013 Avoka Technologies..
  • 23. #10 Authenticate OR Anonymous ? Many users types. Important distinction to consider is authenticated vs anonymous. Field staff = authenticated – unless complex with sub-contractors. Any solution which is customer facing = anonymous user. Support for both is therefore useful. 23 Copyright 2013 Avoka Technologies..
  • 24. #11 User Initiated or Assigned Tasks Primary focus may be one, the other will undoubtedly be useful 24 Copyright 2013 Avoka Technologies..
  • 25. EXHIBIT F: ENERGY UTILIT Y Ausgrid large mobile workforce – staff and contractors. Both groups can complete tasks (incl. unexpected ones) in the field and collect the related information as they do so. 25 Copyright 2013 Avoka Technologies..
  • 26. #12 Security ACCESS DATA STORAGE COMMUNICATION Access – ensure the device and applications only accessible to appropriate users. Data storage – any info stored on device should be encrypted, plus support ability to remotely wipe within app or through MDM solution (e.g. Mobile Iron, Air Watch). Comms – all info sent to and from device should be encrypted. 26 Copyright 2013 Avoka Technologies..
  • 27. #13 Responsive Design Screen Size Touch/Mouse Navigation Content Functionality Performance Take care of all these so that no matter what devices Apple, Samsung or Huawei release you’re prepared with responsive design. If you work with someone who can take care of this for you then you will be as covered as you can be. 27 Copyright 2013 Avoka Technologies..
  • 28. #14 BYOD and Device Cross-Over Responsive is also about users initiating an activity on one device (e.g. phone) and completing it on another (e.g. tablet) altogether. Allowing for this gives better productivity for field workers, and convenience for both field workers and customers. 28 Copyright 2013 Avoka Technologies..
  • 29. EXHIBIT G: HOME LENDER For example – home lender has a home loan application which can be initiated on a mobile device, saved and completed on a larger screen 29 Copyright 2013 Avoka Technologies..
  • 30. #15 Customisable Design Online and mobile engagement solutions are an extension of your brand. For example here we see a web page on the left that is very different to the form on the right – font, layout, width. And responsiveness – red circle highlights radio buttons that required horizontal scrolling to use. 30 Copyright 2013 Avoka Technologies..
  • 31. #16 Mobile Means Always On It’s a 24x7 world and even at 3am customers are trying to access your website. Lying awake in bed wondering if a bill was paid, you reach for your phone. 31 Copyright 2013 Avoka Technologies..
  • 32. The Power of Mobile OM T US C E NG RE M GE A EN T Y VIT I CT U OD PR E NC IA PL M CO Mobile – your staff and customers are already using it so it’s important to stop planning and start doing. 32 Copyright 2013 Avoka Technologies..
  • 34. Keep in Touch dcorcoran@avoka.com +61 406 531 675 au.linkedin.com/in/derekcorcoran 34 Copyright 2013 Avoka Technologies..

Editor's Notes

  1. MONTH - CLARIFY - 16 NOT 10 - EVERYONE - PERSPECTIVE - 4 CHARTS Earlier this month, Avoka released a whitepaper on Best Practices for mobile customer engagement and data collection. Let me clarify. Mobile Data Collection is quite clear. And the area of Customer Engagement we focus on is when the customer wants to transact – order, apply, claim, request, etc. 16 best practices may seem like a strange number…but the reality was…there were 16. Not 10…16. EVERYONE is talking about mobile and its importance. I wanted to give you my personal perspective on the challenge and opportunity associated with Mobile before I get started. There are 4 charts that for me sum it up.
  2. MARY / LIANG - 100 Slides - SALES 3 YEARS - DUST / 300% - ADOPTION PACE Every year, Mary Meeker and Liang Wu from Kleiner Perkins Caulfield Buyers release the internet trends report. It’s a 100+ slide behemoth on slideshare but very insightful. Look at this chart. The iPhone was a run away success – but in its first 3 years of sales, the iPad has left the iphone in its dust outselling 300% The pace of adoption of new technology by the masses has increased.
  3. SHIPMENTS - DESKTOP - LAPTOP - TABLET - 3 YEARS TO ECLIPSE From the same slide deck…this is a chart of shipments of Desktop PCs (GREEN), Laptops (BLUE) and Tablets (ORANGE) 3 years after the launch of the iPad, it eclipsed two devices that had been around for decades.
  4. HOME - CBA - DEVICE / TIME - TABLET A little closer to home – this chart from CBA shows a breakdown of users accessing their online properties by time of day and device. Desktop dominates in the office SmartPhone is always there…and dominates the commute home Tablet is #1 in the high value hours from 6pm onwards when a lot of people take care of their personal banking…#1!!!
  5. WESTPAC - SIMILAR - REPRESENTATIVE - UNPRECEDENTED And this isn’t just a CBA phenomenon – Westpac see very similar (not identical) behaviour from its customers. Now that’s a good representative sample of Australian consumers. Do you need any more convincing that this is worth discussing?
  6. 2 USE CASES - FIELD PRODUCTIVITY - CUST ENGAGE - DIFFERENCES - COVER BOTH As the whitepaper suggests, there are two separate use cases for mobile in the enterprise There’s the productivity that can be achieved by field staff And the engagement that can occur with customers. Very different use cases – but with similarities, so hopefully there will be some value in the content delivered this morning.
  7. EXPOSURE - EXAMPLES - BRING TO LIFE Avoka has had exposure to projects with a range of organisations covering both scenarios. I’m going to talk through a number of these examples to bring some of the Best Practices we’ve learnt along the way to life.
  8. 16 LARGE - ASK AS WE GO Now – 16 is an unusual number and its also a large number. So please…feel free to ask questions as we go, otherwise this is going to be a long sermon.
  9. EXTENSIONS / SYBASE - FRAMEWORK / ORACLE - DEV / Kony & Adobe - PRODUCTS - ANAYST CATCH-UP - REQ > RESEARCH One of the first decisions you’ll face is BUY or BUILD There are extensions to existing products like Sybase for SAP. Frameworks from vendors like Oracle. Development environments from companies like Kony and Adobe. And products that deliver particular capabilities. The question is which one is right for you. Unfortunately, much of the analyst work in this area is lacking…the magic quadrants and wave reports aren’t quite as complete as they could be. So you probably need to look at your requirements and do some research.
  10. THIESS - TIMESHEET - PALM - eBAY - RFP - $$$ - APP STORE - eFORM - Timesheet / Reporting / OH&S This is what happened at THIESS – large construction, mining and engineering company. Thiess had a timesheet application they’d developed for Palm Pilots 10 years ago. Problem was, the only way to buy Palm Pilots now was eBay…seriously! So they want to market for a new mobile enabled time sheeting and project reporting solution to capture data from a mobile workforce comprised of staff and sub-contractors (so BYOD was important) The responses they got from vendors were multi-million dollar propositions. They’d budgeted for less. They experimented with cheap apps in the App Store – but they fell down in areas such as Integration, Security and Offline usage They ended up with an Enterprise Forms solution that they could use to build their own data capture applications for timesheets, utilisation reports, OH&S reporting, etc.
  11. CLOUD / ON-PREM - PUBLIC CLOUD - HOST VIRTUAL - CHG RAPID - FED GOV - ALLOW FOR CHANGE And once you’ve decided on Buy vs Build…then there’s Cloud or On-Premise. Cloud has a bit of a stigma attached – people think Public Cloud..enter your credit card and away you go. But Private Cloud is really just another term for secure hosting on virtualised infrastructure that we’ve been doing for years. The technology landscape in relation to hosting is changing rapidly. The federal government just recently released its Cloud Guidelines for agencies…and I can tell you, because we’re working with it for a large agency…it’s still a moving target. So if you can find a solution that allows you to deploy in either a Cloud or On Premise model…that would be wise. Not sure Slaeforce are going to give you an on premise option any time soon…but there, you know what you’re getting yourself in for.
  12. IMPORTANT eFORMS - 2 WEEKS / 2 MONTHS - FLEXIBILITY / SCALABILITY / RELIABILITY = CLOUD Interestingly, Jaguar Land Rover faced a Cloud dilemma. When JLR release a new vehicle, there’s a lot of activity and interest. People sign up for newsletters, submit enquiries, request a test-drive (and 1 in 10 Test Drives result in a sale). But Building these forms was a slow process through their traditional IT approach. Simple changes took 2 weeks and new forms took several months. This was unacceptable when a new car was itching to be released to the market. So they went with a product in the cloud to give them the TTM, Scalability and Reliability they needed.
  13. PAPER ENDURING - BENEFITS - REPLACE Now – if you’re using Paper today, there’s a lot to be said for it. Its an enduring medium for a lot of good reasons. It doesn’t crash, doesn’t need connectivity, it’s familiar, you can attach things to it, put it down and come back to it easily with a session timing out, supports collaboration, and the only device your users need is a pen. So when you replace paper as a means of engagement or data collection – look for something that people will happily move to. Don’t’ take away all the advantages of paper if you don’t need to. For example, replace Staples with Attachments. Allow it to work occasionally connected. Provide auto-saves every 5 minutes, etc.
  14. STEVIE WONDER @ UN - Access IQ - 1 in 5 - 500k VISUALLY - AGEING - MAGUIRE vs SOCOG Accessibility is an interesting challenge. I thought this snippet of an infographic from Access IQ sums it up quite well – 1 in 5 Australians have a disability and almost ½ million are visually impaired. And with the aging population, these figures are only going to increase. And if you’re not familiar with it – do a Google Search on Maguie VS SOCOG where the government was found to be negligent by not providing an accessible option for the Sydney Olympic web site. Accessibility is an important feature to deliver in any solution you may be considering.
  15. CONTROVERSIAL - HAMMER / NAIL - TRANSACTIONS <> EQUAL - CUSTOMER VALUE Now – this is a controversial one. Let me explain these two charts… When all you’ve got is a hammer, everything can look like a nail. You don’t just have hammers and not everything is a nail. Does anyone hate this concept?
  16. WBC INSURNACE - TREE - CALL / PDF - CX - POPULAR, XML Here’s a practical example. Westpac approached us with a view to improving the customer experience for Home & Contents Claims. This was not about operational efficiency…although that was achieved by improving the quality of data collected. Current situation – phone / PDF to print. Tree on house & printer. So we proposed a solution that delivered a great experience for completing the claim on a phone, tablet or PC – with validation, mandatory fields enforced, camera integration for pictures of damage etc. The collected data is then overlayed on an exact replica of the current paper form which is processed the way it was processed yesterday. No change management, no retraining, no documentation changes…just no re-work No one lodging an insurance claim expects it to be settled immediately. There will always be an assessment of some sort. The online has provide more valuable than anticipated…the solution is already producing the data as an XML file…Westpac now integrating to their claims management system.
  17. BUILD + MAINTAIN - CHANGE x COST - ACT GOV 1 JULY Its not just about the BUILD costs – you also need to factor in the maintenance costs for your solution. So really you need to consider the Build Cost plus the Cost of Changes multiplied by the Frequency of Changes to understand your TCO. We had an example in the ACT Government where on the 1st of July…
  18. INTERNET etc - PRE-FILL - VALIDATE - SUBMIT - OPEN / STANDARDS Any solution you build or buy for mobile engagement and data collection is likely to require some or all of the following integration points. Internet / Intranet / Extranet / Portal / Mobile App Pre-Population Validation Submission…where does the data collected need to go. Try to implement a solution with an open architecture and standards based interfaces to make this easier.
  19. VALUE IN FEATURES - BUILD - FRAMEWORKS - FUTURE Devices these days are powerful – and much of the benefit you can achieve can be unlocked by accessing the features of your devices. If you build..you’ll probably need to hand code leveraging these device capabilities. Frameworks such as PhoneGap and Kony make it easier. So look for solutions that give you access to a wide range of device features. You may not need all of them day 1, but as your usage becomes more sophisticated, you may want those capabiltes in the future.
  20. HOUSING - OUTSOURCED - GPS / LOCAL / CAMERA / WIRELESS - 2 NEW BENEFITS Now, the NSW Dept of Housing is, I believe, the largest landlord in Australia. Like any other landlord they need to perform inspections 2 unforseen benefits – Data Accuracy for budgetary purposes / Improved Safety due to earlier notification of dangerous issues for resolution
  21. APP? - PROJECT PLAN - NEW iOS - CONTAINER APP Have any of you released an App to the Apple, Google or Microsoft App Stores? Did you factor that approval process in to your Project Plan? For anyone that hasn’t been through it…your at the mercy of Apple, Google and Microsoft employees. Try getting an app approved when they’re releasing a new version of the operating system that EVERYONE is trying to capitalise on. The only viable solution for the enterprise is to consider the Container App model. You deploy one app with infrequent updates which acts as the container. Your other funcationlity is then deployed as modules directly from your server, not through the app store. The container app doesn’t change when a new piece of functionality si deployed through the container rather than within the container.
  22. F200 - 10,000 / 90 COUNTRY - CONTENT / CAPTURE - FDA POWER Let me give you an example. A fortune 200 Pharma decided to deploy iPads to the mobile global sales force of 10,000 in over 90 countries. Information about drugs delivered as content – but what about data collection forms for product orders, complaints, adverse drug reaction reports, etc. Chose a solution that would allow them to deploy a container app to the devices. Then each of the data collection forms was synchronised from the server, not through the app store. These data collection apps work within the container. Singapore Transport has done something similar where a container app as been developed which contains sub-apps for Buses, Trains, Traffic, etc.
  23. LOTS - AUTH/ANON - FIELD / SUB-CON - SUPPORT BOTH There are lots of different types of user – but one important distinction for this type of solution is Authenticated and Anonymous. Chances are your field staff will be Authenticated…although this can become more complex for those leveraging sub-contractors. The point being – whether you’re looking at mobile for field staff or in customer facing scenarios, support for both authenticated and anonymous users is useful.
  24. SIMILARLY - ASSIGN / USER INIT - EXAMPLES Similarly, there are many different types of tasks that can be completed by field staff on a mobile device – but for the purposes of mobile data collection, we’ll simply classify them as ASSIGNED or USER INITIATED Examples include…
  25. AUSGRID - STAFF / CEC - ASSIGNED / UNEXPECTED - LOGISTICS EXAMPLE Ausgrid has a large mobile workforce made up of staff and certified electrical contractors. Both groups are asked to complete assigned tasks. But both groups can encounter unexpected tasks in the field…not allowing them to collect information related to those tasks (provided their qualified to do so) is a lost productivity opportunity. STAR TRACK example…
  26. SECURITY ENTERPRISE - ACCESS - STORAGE / MDM - COMMS In the Enterprise Use Case, there are a number of security challenges that must be met including Access – ensuring the device and applications can only be accessed by the appropriate users. Data Storage – Any information stored on the device should be encrypted and support the ability to remotely wipe the device within the App or through a MDM solution like Good or Mobile Iron, Air Watch Communication – All information sent to and from the device should be encrypted. Security and Integration are often the features that will separate Enterprise Solutions from those easily available in the app store.
  27. NO PROTECTION - RESP DESIGN - SCREEN, TOUCH, … - PRODUCT / TESTING There is no protection from the next wave of devices to come out of Apple, Samsung or Huwaei However…ensuring your solution supports Responsive Design is the best bet you have today. Responsive design takes care of variable screen sizes, different interface options such as touch, navigation with mouse / swipe, refactoring content, device funcationlity such as camera / gps and the performance capabilities of the device. It’s a lot to consider…but unfortunately, that’s the world we live in. Hopefully your requirements can be met by someone that takes care of this for you and tests against a range of different devices to limit your exposure.
  28. RESPONSIVE = 1+ DEVICE - START / COMPLETE - PRODUCTIVITY / CONVENIENCE / ABANDONMENT And while on the subject of Responsive design…its not just 1 device that’s used to complete a transaction. Field Staff and Consumers alike will often initiate something on a convenient device such as a Smartphone and then complete it on a higher productivity device such as a tablet or desktop. Try to allow for this as it can be a great way to increase Productivity, Convenience and reduce Abandonment.
  29. LENDER - HOME LOAN - PHONE For example, we’re working with one home lender on an application for a home loan that can be initiated on a mobile device, saved and completed on a larger screen (a mortgage is a long form to complete on a phone…though not impossible and people will!)
  30. EXTENSION OF BRAND - CONSISTENT - OFFEND? - FAULT - LOGO - FONT / LAYOUT / WIDTH - HIGHLIGHT In the customer facing transactions, your online and mobile engagement solutions are an extension of your brand…try to ensure your solution will allow you to deliver an experience that represents your brand consistently Here’s an example that doesn’t. Hopefully I’m not offending anyone by highlighting Heritage Bank – it’s not their fault…it’s the tools at their disposal. You can see the Web page on the left about personal loans has a particular look and feel. The actual application form looks very different except for the logo. The font, layout, width are all very different. In fact, highlighted in that red oval are a set of radio buttons that were off my screen when I looked at this example. I needed to scroll to the right to complete them.
  31. FINALLY - 24x7 - NEVER ZERO - ARM’S REACH FINALLY…its now a 24x7 world. Look back at this chart from CBA. It never bottoms out at 0%. There’s always someone trying to access the bank. And when you have over 10m customers – 1%...even 0.1% is a significant number. People are now more likely to wake in the middle of the night, grab the phone (not the laptop) within arms reach and check if a bill has been paid before going back to sleep.
  32. CUST / FIELD - POWERFUL & HERE - STOP PLANNING / START DOING So , whether you’re looking at mobile for Customer Engagement, Operational Efficiency or Compliance such as our friends in Pharma…it’s a powerful, but diverse and challenging environment. The problem is – your staff and customers are already using it. So you need to stop planning and start doing.
  33. PRINT - PDF WEB - COMPANION - SVA - BUSY - KATE You should all have a printed copy of the whitepaper. There’s also a PDF version available for download on the Avoka website We’re working on a companion piece for writing an online forms tender that fleshes out many of these recommendations in to specific questions you may want to ask. Finally – if anyone is interested in exploring this further, we’re offering today’s attendees a free no-strings assessment so you can determine the benefit that a mobile solution could deliver in your organisation either for Customer Engagement or Mobile Data collection. Our team are busily working on a couple of these at the moment…so we can’t start immediately. But if you’re interested, please let Kate know and we’ll work with you on dates.
  34. INTEREST - BLOG / SHARE - CONNECT - THANK YOU - QUESTIONS - NICK Finally – this is an area of interest for me. I blog, share articles I find etc. So feel free to connect by email or on LinkedIn. Thank you for your time this morning. Any questions before I hand back to Nick?