Enterprise Mobility - "While we are benefiting, it's a mobility mess!"

This morning I visited with a significantly larger enterprise client that has divisions that provide services in  mining, oil and gas exploration, environmental impact studies, building engineering, water conservation and more. In our conversation he commented, "My biggest challenge is that we have come to realize we all have all these disparate mobile solutions that service individual business silos, but can not interact with each other. Each division is running their own mobile strategy. Some have mobile apps, some are still on spread sheets, others have no mobile solution but considering and I just learned we currently have two MEAP solutions running. And we haven't even discussed the mobile device issues. While we are all benefiting individually, it's a mobility mess."

In my experience companies who have rolled out mobile solutions have deployed them in an opportunistic fashion. Typically a field manager has caught the mobile vision early. Through his ingenuity, tenacity and budget maneuvering has implemented a mobile solution specific to his group. The positive impact of his mobile solution inevitably catches the eye and envy of other departments who eagerly clamor to adopt mobile solutions.

While this approach provides a strong, quantifiable internal use case for mobile solutions it often leads to a reevaluation of the first mobile solution. Especially, if the first mobile implementation only addressed a specific business need, was limited in scope, didn't plan for the broader needs of the company and was not scalable.

Developing a strategic plan is critical for the on-going adoption of enterprise mobile solution. The key is understanding "why you are going mobile". Evaluate what you trying to accomplish from an enterprise level all the way down to the individual level. Then develop a strategy that addresses this across the enterprise. Companies need to focus on the following key areas

1. Identify key business processes that will benefit from mobilization.
2. Determine how individual mobile projects integrate with a central mobile management, backend databases and security infrastructure?
3. Establish security policies for data accessibility, network accessibility, application distribution, device management, BYOD policies, etc.
4. Identify supported mobile devices; SmartPhone, TabletsPCs, Rugged devices
5. What supporting hardware is needed? Mobile Printing, GPS, RFID, etc.
6. Determine if mobile apps will be available on different mobile form factors; SmartPhone, TabletPCs, Rugged devices, etc.
7. Identify mobile user roles. User will roles determine data accessibility, security rules, appropriate device options.
8. Determine if mobile roles are transactional, informational or collaborative
9. Identify if mobile business processes and user roles are B2B, Internally driven or B2c
10. How many mobile users are targeted?
11. How will deployment and support of mobile users scale over-time?
12. What mobile architecture do you need to have in place?
13. How will mobile apps be developed, deployed and managed? Who will oversee this?
14. What types of apps will be supported? Custom-built, off-the shelf, modified mobile app templates, HTML5 mobile apps
15. Determine how success will be measured

Yes enterprise mobility brings new challenges and opportunities. Investing the time to conduct a full enterprise mobility assessment and developing the appropriate strategic mobility plan is critical for long-term sustainability and scalability of mobile solutions in the enterprise.

Like my client said, "We've been dabbling in mobility long enough. It's time to get serious and unify our mobile strategy and get out of this mobility mess."

Jody Sedrick

Follow me on Twitter: @jodysedrick and @zenewareinc

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Clipboard to iPad - Why it's an easy transition.

For the past couple of months I have demonstrated ZenTouch to service professionals from a myriad of industries; electricians, installers, auto dent repairers, carpet cleaners, plumbers and others.  I have found some trends that are enlightening, but today I wanted to focus on one - the adoption of the iPad especially in light of the launch of iPad 3 yesterday.

Clipboard similarities to the iPad are facilitating user adoption

After a careful review of the presentations done in the last 6 weeks, 80% of attendees reported that they plan on using the iPad or Android tablet.

This actually surprised me as I suspected many of the attendees would prefer the Android, iPhone or Rugged PDA form factor. This unexpected decision trend caused me to wonder, "Why is the iPad form factor so much more popular?"

Yes, it's easy to say people like having more screen real estate but there has to be a more compelling driver. Then it hit me, no matter the service industry from physicians to service techs everyone uses a clipboard.

We are so in-grained with collecting and annotating data using a clipboard that the physical similarities of the iPad or Android to a clipboard make it easy, even comfortable, to pick up an iPad and go to work.

The clipboard form factor is so  universal that transitioning to an iPad is a natural.  Plus, when you consider how "flipping" through pages using a finger swipe parallels flipping through pages on a clipboard the physical metaphor is further enhanced.

The adoption of the Android tablet has been far less significant. I think part of the Android's adoption troubles it is both too big and to0 small at the same time.  It doesn't really fit the clipboard metaphor that has made the iPad an easier transition for all business and service sectors. But I digress.


Let's look at a two industry sectors

Physicians/Dentist
Think of the last time you went to the doctor, dentist or other care-giver, they handed you a clipboard with a number of forms to fill out. That same medical form on iPad is just as easy if not easier.  I recently visited with a physical therapist who is looking to pre-load a patient's information on an iPad form. The front desk attendant can hand the iPad to the patient who then quickly verifies or updates previous medical information.

Previously doctors accessed paper medical records on a clipboard rifling through a stack of papers. Now, using an iPad, not only can they access a patient's record they can review historical trends, drill into past treatments,  compare and evaluate current conditions to provide medical treatment based on real-time data and historical data. The medical records become a living document updated each time a patient receives treatment.

New advances are also making the communication with the physician and patient easier. Physicians can display a patients x-rays, pull up anatomical diagrams to explain medical conditions, and more. There are some amazing medical iPad apps on the market. Here is an example:

The power this gives to the physician and patient is amazing.

Service Technicians

ZenTouch work orders on an iPad

Service technicians ranging from HVAC Techs, Plumbers to Auto Dent Repairs all carry a clipboard. Tasks range from looking up part numbers, checking off service items, filling out the work order, collecting payment information and getting final sign off.

Now with systems like ZenTouch, a cloud base mobile work order system by Zenware, service techs are using their iPad "clipboard" to create estimates, process assigned work orders, add parts and services on the fly, access customer information, review previous service work, manage service crews and have information sync directly into QuickBooks. 


The clipboard form factor is so  universal that transitioning to an iPad or Android Tablet is a natural transition. Especially if you can couple the familiarity of a clipboard style device with intelligent business, medical or service apps that drive business, significantly improves processes and provide better service to your customers.  

Here are a few areas that smart iPad Apps like ZenTouch are improving service business processes

• Easy and immediate access to prior service information
• Integrated service or pricing lists allow the technician to focus on service instead of pricing
• Immediate invoice for faster collections
• Proof of work
• Create, schedule and dispatch future service tickets right in the field
• Reduce and even eliminate human errors with automated business process
• Avoid handwriting and note translation errors
• Compute service work totals automatically
• Collect and record payments at the time of service

Services industries from all sectors are rapidly adopting enterprise mobile solutions.  I see a significantly higher move towards the iPad as the device form factor of choice.  Doug Drink Water in his recent blog "The 8 industries and professions most rapidly impacted by tablets" highlights the impact tablets of various service industries. Notice that all of these industries historically collected data on a clipboard.

Enterprise mobility is impacting all business sectors. Question is, are you still clinging to that old clipboard and business processes or leading the pack with a simple transition?

Jody Sedrick

Follow me on Twitter: @jodysedrick and @zenewareinc
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