The power of share point mobile solutions - NYC 2016
In this session I will show how SharePoint 2013 can be used to deliver Mobile web solutions for a wide range of use case scenarios:
-Retail data collection
-Emergency/Disaster relief service
I will go through how the mobile web solutions work, what considerations have been made and what value has been provided when building these mobile web solutions using SharePoint 2013. I hope every attendee walks away with an expanded horizon of what they could do with mobile web solutions in their SharePoint environment.
Hi, my name is Anthony Pham and I am the product support manager at KWizCom. Today my presentation about the Power of SharePoint Mobile Web Solutions and how they can benefit your organization or industry. I will showcase what mobile solutions are possible for SharePoint Online and On-Premise. What are industries that you are involved in? Oil and Gas, law, Mining, Retail, Non-profit charity, Banking, Food and hospitality
Before I begin, I like to introduce you to the organization I work for. KWizCom Corporation • Headquartered in Toronto • One of the top vendors of SharePoint Add-Ons • 7000+ customers worldwide • 50+ products & add-ons for SharePoint on premise and Office 365 environments. Each product solves a SharePoint challenge • Let’s all be in agreement, we all faced a few SharePoint challenges!
The challenge I want to discuss with you today, is: How can SharePoint mobile web solutions benefit your organization or industry and what mobile web solutions are possible?
Mobile web solutions are often needed when the business processes users perform on their desktop are required on mobile devices so they can perform the tasks: At home, traveling, on a working site or anywhere out of office. Mobile feature we want to see What are some SharePoint business process that you perform on your desktop that you like to see on your mobile device. Examples of some other common SharePoint business processes and features that we perform on our desktop that would be helpful in a mobile web solution: - Search allows me query and display the results I am looking for- Image annotation and attachments allows me to edit and attach images to records. - Digital signatures is a must have feature for any Authorize Release form for your SharePoint mobile solution - Barcode scanning would be a great addition for warehouse and banking applications. Both are standardized and would allow for less manual entry(an input service to drive search. you then have inventory/warehouse stock applications.) - Offline forms for field workers at remotes sites with poor connectivity to saved locally on their mobile device first and then be sent automatically to SharePoint when they are back online. Speech to text is very helpful when you want to do voice dictation for a message or initiate a voice command. Field validation - specify a logic for a field to decide if the entered data is valid or show a custom validation message if invalid. - Action buttons that will perform automated actions that you design. Like close a task item and set some fields with default values. Such as task status completed and percent completed 100%. These are all great features, however how can user get these features into their SharePoint mobile web solution? Here are some of your options.
You could try the OOTB SharePoint 2013 mobile view. This takes the least amount of effort to implement. You just need to enable the mobile view feature in the site collection. Afterwards, when you access your SharePoint site, this views displays all your SharePoint’s sites lists and libraries on your mobile device.
But most mobile users want more than just a long list of all the libraries and list in the site.
The out of the box mobile experiences on 2016 are still quite standard. You’ll find SharePoint 2016 mobile view now comes with a touch friendly interface. When you use a mobile device to access the home page for a SharePoint Server 2016 team site, you can tap tiles or links on the screen to navigate the site.
There are some other improvements to the mobile experience in SharePoint 2016 such as PowerApps. It allows you to creates mobile app without any coding knowledge using the PowerApp Designer.
The Apps lets you design mobile page interfaces and connect to many existing data source, including SharePoint Online, OneDrive, CRM, Salesforce, ETC. However it is still in preview stages and with the direction Microsoft is going, it is only available on the cloud and not supported for On-premise SharePoint
It is such a great ideas for Microsoft to finally create this tool to empowers users to easily build mobile UIs with backend sourced to SharePoint Online. There are so many business scenarios where this could be implemented. I will show you one later on.
But with ease of use comes limitations. Inevitably as your mobile requirement become more complex for some use cases. Many PowerApps will need functionality that the PowerApps designer cannot handle. At this point the PowerApp needs to be exported and extended using dev tools such as visual studio or frameworks. However it is not possible currently at the preview stages and I am not sure if it will. I will so you a demo of PowerApps later on.
However if you need more flexibility and a full range of mobile features that I previously mentioned, you will need to do it the old fashion way and build it through custom SharePoint development.
If your organization has decided to build their own mobile SharePoint solution, then the first decision is whether SharePoint's native mobile capabilities meets your requirements. Which I outlined in my previous slides.
If not, the next decision is whether to build a mobile app for SharePoint, or create a mobile web solution of your SharePoint site that works in all the major browsers on your mobile devices.
Like PowerApps, mobile web solutions run on a web browser. This way, you build the mobile page once and they run on any platform and any device. No installation required on your mobile device which makes it truly cross-platform and BYOD policy friendly. There are also several other aspects to consider before deciding which I outlined in this chart for building your app through development. There are advantages and disadvantages to either approach which I will go with you now.
Typically native apps are faster and integrate more easily with the device's file system, camera, hand gestures and you can work offline.
The advantages of a mobile website are that they are much easier to update and deploy, as there is no need to create multiple versions for all the different device platforms, so it is less expensive to maintain than an app. Also with advances in HTML5 and JQUERY Mobile framework, have allow Mobile web solutions to offer Offline features and rich interfaces which were previously exclusive to apps. Also you could leverage KWizCom productivity tools into your Mobile web solutions. In my demo presentation, I will show you some use cases how these features are used and help solve some SharePoint challenges such as printing, visual indicators, cascading lookups and mobile features.
Today most of my use case demos are mobile web solutions.
Buying an available mobile solution from a vendor such as KWizCom is also an option. There are some really helpful products on the marketplace.
However my recommendation is that you due your due diligence and research the product and vendor. If you have any questions about this process, please come speak with me after the presentation. I helped hundreds of organizations build and deliver SharePoint solutions. I would be glad to answer any questions or share with you any helpful experiences.
Now for my mobile web solutions. (add power apps inside here somehow) These SharePoint Mobile web solutions are powerful and can transform your business. Especially for employees who work in the field.
The mobile features I will demonstrate are: -Local storage for offline activities-Speech to text Access to mobile device features such as: -Geotagging -Image annotation using the mobile device Camera -Barcode scanning -customizable drop down fields-repeating row tables
These feature are integrated into SharePoint mobile solution for use cases such as: -helpdesk -site inspection -Emergency/relief services -timesheets -warehouse inventory
PowerApps allows you to create mobile app that has three screens: one each for browsing a list of records, viewing details about a specific record and adding or updating records.
You can also add your own touches by customizing the app. No coding is involved however you will need to take sometime to learn how to use the powerapp designer. When your app looks and behaves the way you want, share it with others on your team so that they can use it too.
Remember: they'll need access to the data source that you used to build the app.
You can also build an app from a template. These templates are based on fictitious data in a cloud account, such as SharePoint, Dropbox, OneDrive, or Google Drive. For my example I connected to a sharepoint online list.
It is very easy to create a mobile app using the PowerApps Studio designer. You can download it from the Microsoft Store and fired up the application. A few clicks later, I was connected to the a SharePoint online list and I was using PowerApps to refine my new mobile app. In less than an hour I had a Shipping catalog mobile app that I could publish and share. Here are some of the features.
Case study Intro: Our first case study examines Effective timesheet reporting. Field staff often need to fill in manual timesheets at the end of the day or week to record the work they performed. Doing this with paper can quickly become a labor-intensive routine
Basic form solutions for mobile devices, or even Excel spreadsheets, can replace the paper, but they don't help with the whole business process and often result in extra work themselves.
Use SharePoint Mobile web solutions for mobile timesheets because it is not just a digital solution for paper forms; it's a way to automate your entire business process.
This solution will help timesheet management efficiency with the help of the following features: Repeating rows Signature Log tracking KWizCom Print, Bulk Zip and Send
In this demo site, I setup a SharePoint site that could represent any departments Timesheet workspace.
At the office I can enjoy the “portal experience”. The workspace contains everything including web parts that display information about my existing timesheet records and timesheet form. Also navigations, menus , the ribbon and lot of empty space.
But when I am out of the office, I don’t need the entire portal inside my mobile device. Basically, I don’t need the portal experience while I am on the road. Show me exactly what I need to accomplish my tasks!
Using HTML, JQuery and JQuery mobile framework I create this mobile web form in the site pages library of one of my sites on SharePoint online. It has the following features
Repeating rows Repeating rows, can be a table of fields within forms that grow dynamically as you add information. From Timesheets, Expenses forms, parts lists to sales orders, this type of data structure is critical for any data entry that has variable items. This field type also lets you interact with that data in real time. Instead of entering basic information and processing it later. You can dynamic add more items. For example, you can add up the total working hours or add up items in a sales order and view them directly on the form, instead of having to process this data afterwards and view it. Look for this feature to save follow-up and processing time on your mobile solution.
Submit record (without log or sig) then go to the time sheet list. Say that you still want to add missing fields. Then go back to mobile form to add. Signature Timesheets submitted directly from field technicians’ mobile devices reduce paperwork of verifying handwritten signatures. The signature is saved as an image, added as an attachment to the timesheet list item.
Logs Using logs makes it easy find records and verify hours submitted by mobile teams. Th data published to a SharePoint list after you submitted your timesheets. If you need to edit any records you can pull up a existing record make some edits and save again. Instantly synchronizing with data on your SharePoint list. Paper and spreadsheets are no longer necessary for data collection in the field; rather, it can be streamlined with SharePoint mobile web solutions which leverage the components I just outline. This eliminate hours of data entry, looking for lost paperwork, or verifying handwritten info and signatures.
Although it is 2016 and everyone has a smartphone, paper based solutions are used because of the high cost of rolling out survey apps to collect data. a lot of remote sites there's no mobile or wifi connection. Like Mines, Oil rigs and hospitals
Collecting data in these field with an offline mobile app is the only other alternative. I know what you thinking. This is not possible with Office 365 because you always need to be connected to the cloud.
However this next mobile web solution addresses that.
======================================================= 2.We would like to capture data for surveys and quality scorecards. Our users most be able to build these forms without or with the least amount of IT Support. PowerApps and SharePoint Online would be a suited combination for this. I work at a hospital. The ability to capture the data and photos with mobile devices is a requirement. But there are a lot of places in the hospital where there's no mobile or wifi connection. Because it's impractical at the moment, but sometimes a wireless connection is even not allowed. So the ability to cache these forms, allowing them to capture the data when there's no connection would be indispensable.
3.In most developing countries, Mobile, though common, but the 3G / LTE connection signal is not as stable / strong / consistent as of USA / Europe / Japan, etc. I am working towards countries, apart from my homeland Malaysia, Cambodia! Reason: Infrastructure to build Landline is expensive, but 3G/LTE through Mobile is fast. Hence, this shall be strong reason behind. I fully support and request for this features.
4.offline capabilities in manufacturing plant environments. In many cases it is not practical or feasible to blanket every square foot with wifi coverage. We're planning to develop and use a simple PowerApp to capture and share safety-related observations from the shop floor. To ensure a positive user experience and strong adoption we need to remove every potential barrier for our end users. Searching for a spot on the shop floor with wifi, or even worse, heading back to an office area with wifi just to submit a report would be a huge barrier. Offline capability will eliminate this barrier for our teams.
5.The amount of scenarios that require an offline mode is growing, as Mobile apps are being used more and more for capturing data in the field. I recommend that Microsoft use a mobile database (Realm mobile database?) to store data offline, then allow for the syncing of that data when an internet connection is available. Until that happens, I imagine the majority of your constituents will go with a third party solution that is outside of the Microsoft stack. I am a software engineer, and honestly can not recommend our institution to use PowerApp until this feature is implemented. Until then, I guess we will have to roll our own solution (React Native + Realm + OAuth into Office 365).
My next use case is about site inspection for oil and gas. However it can relate to any site inspection scenario. Global demand for oil and gas resources has lead to stricter regulations to prevent disasters like pipe leaks or industrial accidents from poorly maintain facilities. Managing oil and gas operations, with dispersed teams and assets in remote areas, requires careful information management in the field. This can be delivered with flexible SharePoint Mobile Web solutions which collects data on the field and connects directly into SharePoint for streamlining business processes for remote site inspections
This solution will increase data collection efficiency with the help of the following features: Geo-Tagging Image Annotation Offline Notification feature KPI Icons
Demo 1 Normal entry 2 Offline
GPS/Time verification Using GPS stamps on a tablet or smartphone allow users to immediately submit accurate location information with GPS validation. This gives management deeper insight into field operations, improves transparency for key stakeholders, and improves accountability for staff.
Offline Oil and Gas example. Field workers need to perform inspections in the field and many sites do not have poor wireless or cellular connectivity. Data collected field workers at remotes sites with poor connectivity can be saved locally on their mobile device first and then be sent automatically to SharePoint when they are back online. Mining example: When a safety incident occurs at one of our mines, an individual must visit the location and capture a variety of details there and then, including photographs. Mines are in remote areas and many incidents are underground, so this often needs to be done without connectivity. This is a great use case
Image annotation It would bring value to many businesses if pictures can be uploaded directly into SharePoint. You take pictures with your mobile device camera or import a image from your image library. If you want to highlight something of interest or make some edits, you can certainly do so with this SharePoint mobile web solution. Save and submit the inspection form and all data will be sent to SharePoint.
KWizCom KPI and conditional formatting App enables you to better visualize your targets and current status by allowing you to display key performance indicator icons and highlight data in your SharePoint lists/libraries. For my example, I can put visual indicators and highlighted fields to display I have leak, explosions, fires, ETC at my facilities. This is done easily with the KWizCom KPI and conditional formatting apps with no coding at all.
By capturing real-time data at a remote site and being alerted to actionable issues, you can ensure that procedure were executed correctly, reduce overhead, and create a valuable audit trail for the site inspection. Data fields and images collected by field workers at remotes sites with poor connectivity can be saved locally on their mobile device first and then be sent automatically to SharePoint when they are back online.
Allowing employees to access the information when and where they want it can be a challenge. A warehouse management system can be complex and expensive with all the equipment that comes along with it.
Barcode & QR Code scanner Barcode and QR Code scanning using with the built in mobile device technology can be incorporated into your SharePoint mobile solution. It should be also possible in the future for fingerprint or retina scanning to be incorporated into mobile solutions too when API libraries are released for these technologies that are becoming more common on mobile devices.
Lookup inventory items This improve the efficiency of merchandising activities as well as inventory and sales orders with using the barcode scanner to lookup items. Keep better track of items to improve accountability and eliminate time spent looking for lost or stolen items. Inventory items can pull from a SharePoint list based on the barcode or QR code. Ex: In this demo I scans scan the barcode some products and it will lookup the information from SharePoint. It will also add to an item to the stock count.
Add and edit items Quickly add items by scanning them or lookup the item and edit it directly in SharePoint. Ex: This demo scans QR codes and quickly adds items to your inventory using a lookup service.
Benefits Keep better track of materials, reduce losses and speed up job costing by scanning parts and materials used on every service call. With the emergence of the internet of things were most common devices are connected to the internet. The built-in device technology can be incorporated into SharePoint mobile web solutions just like this warehouse/retail inventory example. Barcode scanning and QR-Code reading built-in your mobile device technology can be incorporated into your SharePoint mobile web solution.
Traditionally, emergency/relief service workers of non-profits descend crisis zones collecting details about the number of family members, their ages and other relevant data. In the past the data is handwritten and the information is ultimately used to determine how much food, medicine and other emergency supplies are needed. This registration process is crucial for identifying those individuals who are at risk or have special needs.
However time and resources are very limited in crisis situations. It is reasonable to expect that the need to provide assistance quickly will take priority. I’m sure you are all aware of the refugee crisis going on in Europe.
So for this use case, I tried to combined all the mobile feature benefits in the previous examples into this one such as: Offline Repeating rows Speech to text
Offline Often times crisis zones are in locations where their isn’t good internet. The offline feature allows relief workers to record data and save it to the local storage. Once an internet connection is available, the store data will be automatically sent to SharePoint. Speech to text Speech recognition allows Field workers can capture their narrative via dictation. Using speech recognition with combination or traditional document methods improve the speed and accuracy of documentation, reduce transcription costs, and improve productivity due to more complete documentation and allows the worker to focus more on the task at hand like spending more time with patients or refugees.
KWizCom Forms App Arrange your form fields in groups, configure how these groups will be displayed and set permissions for groups. Form Quick Navigation feature enable end-users to quickly navigate between the list’s Edit/View forms and save a lot of time.
Solution Once refugees have been registered, can be issued documentation and identification cards with barcodes to receive aid. They then then go to aid distribution center, submit their identification card to be scanned and this pulls up all their information that was recorded. As well as history of aid they have consumed. Saving money in these administrative activities can help distribute it to other needed much areas such as more supplies and better facilities.
Benefits Using SharePoint web pages on any mobile phone device could cut registration-related costs and avoid such challenges as: -all challenges mentioned in my previous demos -These mobile registration solution can be used in locations where there is abundant internet connectivity. -Avoid duplicate registrations with other NGOs. The data collected from one can be easily shared and collaborated with other agencies so there is no duplications.
The previous mobile solutions are great however don’t address how on-premise users can easily take the business process SharePoint users perform on their desktop and move it to their mobile devices? Remember PowerApps can’t connect to on-premise lists and not everyone can code a mobile solution.
I will now present to you a 3rd party solution option, using KWizCom mobile. It allows any site owner to create custom mobile pages that are:
Content sensitive – allows me a create mobile UI that displays different menus and fields based on user permissions Task oriented - it only displays list and fields that I want for the task at hand and it allows me to create action buttons that perform automated tasks. Involves No coding - makes it very user friendly for any SharePoint user to create mobile solutions.
KWizCom Mobile allows users to easily build smart, focus interface for productive mobile users. The mobile interface are context sensitive. Where I have different menus, fields and permissions. The mobile interface are also task oriented so that it only displays list and fields that I want for the task at hand. All this can be configure in the SharePoint’s sites setting menus with no coding involved.
Here is an examples of my custom mobile page that I created from my department and helpdesk workspaces.
This support helpdesk mobile page has a task oriented interface which displays only lists and buttons relevant to the helpdesk task at hand. I have a KPI section displays my helpdesk performance, I have another action menu section where I have a collection of custom buttons. These actions may redirect me to some lists or pages. Other buttons like open, close tickets, can also trigger workflows and set default field values. These actions actually save me alot of time because I don't have to open the list and manually update the data. I can do many things in one shot.
Mobile device management (MDM) software can address security concerns by protecting your data with a comprehensive set of access control and data protection capabilities. MS offer is Enterprise mobility suite which address such issues as What happens if a mobile device is lost or stolen? Are you able to secure your data or wipe the device remotely if you need to? What if a malicious app tries to access corporate content? How do you prevent sensitive data from being shared? How do you control who has access to what?
The power of share point mobile solutions - NYC 2016
Product Support Manager
• Founded in 2005
• Headquartered in Toronto
• Global vendor of SharePoint Add-Ons
• 7000+ customers worldwide
Mobile Apps for SharePoint
SharePoint Apps developed for specific mobile device
Runs as fast as the mobile device can support
Interactive user interface
Office Online and App store
Distribution/Approval through App or SharePoint store
Mobile Web for SharePoint
Easier to update and deploy
Works in all the major browsers on your mobile devices
No need to create different version for every platform
Access to device features
Speech to Text
Content sensitive design
Task oriented design
Less is Better!
Smart, focused interface for productive mobile users
Mobile device management (MDM) software can address security concerns by
protecting your data with a comprehensive set of access control and data
How Mobile solutions deliver value?
– real-time information and business insight, reduce paperwork/overhead, and
keep employees connected to the enterprise anywhere, anytime.
SharePoint Mobile solution options?
– , OOTB mobile view, PowerApps, Developing native or web based mobile
solutions, 3rd party solutions (Ex: KWizCom Mobile)
What features do SharePoint Mobile Web solutions offer?
– Offline, Repeating Rows, Barcode scanning, Image Annotation, Geotagging,
Speech to Text, Inventory, Task Oriented and Content sensitive UI and No coding
SharePoint Mobile Web Solutions
– Helpdesk, Timesheets, Emergency/Relief services, Site inspection, Warehouse
Inventory and more!
– Mobile device management (MDM) software can address security concerns
SharePoint 2013 Mobile features
Responsive Frameworks for SharePoint
Mobile device management
Task Oriented & Content sensitive Mobile interface
We appreciated you supporting the
New York SharePoint Community!
• Diamond, Platinum, Gold, & Silver have
tables scattered throughout
• Please visit them and inquire about their
products & services
• To be eligible for prizes make sure to get
your bingo card stamped by ALL sponsors
• Raffle at the end of the day and you must
be present to win!
Slides / Demo will be posted on Lanyrd.com
Photos posted to our Facebook page
Tweet Us - @SPSNYC or #SPSNYC
Sign Up for our NO SPAM mailing list for all
conference news & announcements
Problems / Questions / Complaints / Suggestions
Visit ExtaCloud’s booth for wrist bands!
Scallywag's Irish Pub
508 9th Ave, between 38th & 39th.
[6 minutes walk]
Scallywags also serves food.