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The 10 Immutable
Steps to Mobilize
Your Business
/ 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.”
The wave is here…
… are you going to ride it?
The wave is here…
1 Document your
/ objectives
/ Define your objectives
  Improve productivity and reduce cost
  Enhance quality of service
  Optimize environmental, health and
safety compliance
+ tip
Prioritize your objectives and
don’t overreach in phase one
2Map out your
/ business process
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
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
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.
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
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.
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?
+ tip
Now, objectively assess your IT capabilities.
Can you do this on your own?
3Look at the big
/ pic(architec)ture
/ It’s not just an App – it’s all connected
/ It’s not just an App – it’s all connected
+ tip
Consider the impact that a complete solution
can make, not just one cool App feature
4Adopt mobile app
/ technology
/ Single mobile OS or multiple?
What app features do you need?
/ Support for multiple screen sizes?
What app features do you need?
/ Offline vs. online functionality?
What app features do you need?
vs.
/ Access to office data?
What app features do you need?
Price & Parts
lists
Customer
information
Technical docs
& Manuals
/ Where does your business process start?
What app features do you need?
Do I need
dispatching
capabilities?
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
+ tip
It’s not about cool app feature, it’s about how
they can be leveraged to reach your objectives:
increase productivity, efficiency, compliance…
5Administrating your
/ mobile users
  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?
+ tip
Admin tools can help you track ROI,
deployment progress and project success.
Only 5 more
steps to go!
No time to read now?
Click here to download this presentation in PDF format
6Leverage the
/ cloud
+ the cloud can extend mobile team capabilities
+ the cloud can extend mobile team capabilities
+ connecting to multiple cloud services
should not involve complex IT configuration
+ 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
+ tip
Ensure your mobile solution has a built-in,
out-of-the-box integration options to allow
deeper cloud connectivity
7Devices - embrace
/ the differences
):
Don’t be afraid of mixing devices
The app you deploy MUST work with the leading OS’s.
If it doesn’t – you are taking a risk
+ tip
MDM solutions, such as Mobile Iron
or AirWatch, can help secure company data.
8Stick your toe in first…
/ then jump!
One phase at a time…
phase 1
Experiment, try before
you buy. Should be free.
One phase at a time…
phase 1
Experiment, try before
you buy. Should be free.
phase 2
Proof of concept & ROI
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
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…
+ tip
If you feel like you’re being
rushed… walk away.
9Buy or Build?
/ Run your checklist
Buy or build: 3 things to consider
1
Mobile
architecture
and related
complexity
Buy or build: 3 things to consider
1
Mobile
architecture
and related
complexity
2
Speed of
change. Can
you keep up
with the pace?
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
+ tip
If you need a customer facing “Brand App”,
90% of the time it’s a custom build.
10Verify your
vendor’s
/ reputation
Reputation capital
Recognition
Is your chosen
mobile solution
partner reputable
Are you in safe
hands?
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?
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
+ tip
Ask for references…
Your reputation is connected to the
success of this deployment.
Going mobile doesn’t have to be hard.
Going mobile doesn’t have to be hard.
We’ve done this before.
Going mobile doesn’t have to be hard.
We’ve done this before.
With over 3,500 businesses.
We can help you too.
Don’t drown in paperwork.
Let’s ride this mobility wave together.
Let’s ride this mobility wave together.
Get a demo Video Overview
Here’s how can help.

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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?
  • 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…
  • 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
  • 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.
  • 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. Get a demo Video Overview Here’s how can help.