Portal Solutions' Jill Hannemann, Director of Advisory Services and Chris Poteet, UX/UI Consultant with special guest David Lavenda, Vice President, Product Strategy with harmon.ie discuss how to maximize the business value through effective mobile initiatives.
2. Who Are We?
Jill Hannemann
@JHCherryBlossom
» Director of Advisory Services
at Portal Solutions
» Blogs: Editor, Portal Solutions
Digital Workplace Today
» SharePoint Areas of Interest:
Term Store, Product Catalog,
Records Center, Metadata
Navigation, Content Types,
and e-Discovery with
Exchange
» Culinary project: perfect
pizza dough
Chris Poteet
@chrispoteetpro
» UI/UX Consultant at Portal
Solutions
» Blogs: siolon.com
» Specialties: User Research,
Interaction Design, and
Content Strategy
3. 3
David Lavenda
VP Product Strategy at harmon.ie,
Fast Company Contributor
Information Overload Researcher
davidl@harmon.ie
@dlavenda
http://www.linkedin.com/in/dlavenda
www.slideshare.net/dlavenda
http://www.fastcompany.com/user/david-lavenda
Who Are We?
4. About Portal Solutions
We deliver Digital
Workplace Products
and Solutions that help
organizations share
what they know and
find what they need by
connecting people,
data, and content.
4
5. Agenda
5
• Case Study: Zoll
– Responsive Mobile Design
– Big Takeaways
• Two Strategies to Drive Mobile Initiatives
– Developing Mass Appeal Apps
– High-Value Vertical Business Apps
7. Project Background
• Zoll desired design guidance before beginning
implementation of the new LifeVest Network Application.
• The LifeVest is a product to monitor sudden cardiac arrest
patients before a permanent, surgical solution is completed.
• The Zoll design phase is built upon the foundation of a
research and discovery phase.
7
9. Design Philosophy
• Mobile-First
Provides focus and clarity.
Allows a forward-thinking approach.
• Task-Focused
All labels and UI arrangement should facilitate task completion.
Categories of content are built around tasks and functions.
• Strong “Information Scent”
Labels in the navigation should provide clear indicators to users on
the information behind the label.
10. Interface Design
• All Built Mobile-First
Content Strategy
Information Architecture
• Heavy Interaction Design Guidance
10
15. 15
“You exceeded our expectations.”
“Not only will this project impact the sales force
[positively], it will also allow us to expand at the ZOLL
level.”
"As far as I'm concerned, this is a home run. You hit it out
of the park.”
16. Takeways
• Doing application design using mobile-first and responsive
web design require extensive planning and thoughtfulness. It
should touch everything!
• Don't design in a vacuum: consistently and thoughtfully
engage the business and users to build user-centered
solutions.
16
17. Two Strategies to Drive Mobile Initiatives
WHICH ONE IS FOR YOU?
MASS APPEAL
MOBILE
APPLICATIONS
BUSINESS-SPECIFIC
MOBILE SERVICES
http://harmon.ieTuesday, June 24, 2014
18. 18
David Lavenda
VP Product Strategy at harmon.ie,
Fast Company Contributor
Information Overload Researcher
davidl@harmon.ie
@dlavenda
http://www.linkedin.com/in/dlavenda
www.slideshare.net/dlavenda
http://www.fastcompany.com/user/david-lavenda
Moderator
19. Second tier
of value
Finding the Second Tier of Value
19
Email Calendar Contacts
First tier
of value
Content Creation
• Mobile documents
• Communications
• Graphics/Video
Source: Roth, C., How to Improve Business Outcomes by Mobilizing Productivity Work, Gartner Research, PCC Summit, LA, May 2014
Content Review
• PDF annotation
• Highlighting
• Commenting
High Value Content Consumption
• Offline
• Secure
• Executive-level or field audience
24. Finance
Usage
• Secure access to important
documentation
• Real-time collaboration
around documents
24
Company / Customer Typical User
• Account manager
The Business Value
• Avoid data leakage through
use of unsanctioned
storage (Dropbox, iCloud,
etc.)
• Reduce time for
negotiations
• Prevent costly mistakesReasons for Adoption
• Intuitive single screen experience
• Fully supports business taxonomy
• Platform/MDM agnostic – all major vendors and multiple strategies supported
• View/edit/annotate Office and PDF documents
25. Support multiple security
models – MobileIron for
example
25
View, edit and follow
business related criteria -
metadata
View and edit Office
documents using Office
Online apps
Finance
Secure Collaboration - Key Capabilities
1 2 3
30. Transportation
Usage
• Offline Access to
Emergency Documentation
• Access to updated
emergency ops procedures
• Access to emergency
contact lists
30
Representative Company Typical User
• Engineers
• Safety Personnel
• Railway crews
The Business Value
• Saves lives
• Mitigates environmental
disasters
• Enormous cost savings
Reasons for Adoption
• Reduces environmental impact (elimination of paper-based documentation)
• Ensures the latest versions of key documents are always handy
• Automatic pushing of documents to personnel prevents errors and confusion
31. Automation of pushing
latest versions to remote
workers can save lives and
reduce costly errors
31
Vast reduction in paper-
based overhead
Full document and people
search allows emergency
workers to respond faster
to crises
Transportation
Offline Access to Emergency Documentation - Key Capabilities
1 2 3
32. Automation of pushing
latest versions to remote
workers can save lives and
reduce costly errors
32
Transportation
Offline Access to Emergency Documentation - Key Capabilities
1
33. 33
Vast reduction in paper-
based overhead
Transportation
Offline Access to Emergency Documentation - Key Capabilities
2
34. 34
Full document and people
search allows emergency
workers to respond faster
to crises
Transportation
Offline Access to Emergency Documentation - Key Capabilities
3
37. Project Management
Usage
• Ensure up-to-date project
documents
• Anywhere, real-time editing
of shared documents
37
Company / Customer
• Any Company
Typical User
• Project / IT Manager
• PMO, Sales and Marketing,
Board members
• Senior Execs
The Business Value
• Reduce costly mistakes due
to incorrect information
• Accurate project
documentation (governance)
• Search and findability for
important information
(metadata)Reasons for Adoption
• It’s a no-brainer; there is no need to manually manage/retrieve documents
• Efficiently handle all project-related artifacts (documents, tasks, contacts, issues, etc.)
• Real-time access to latest information
38. Easy publishing of project-
related content
38
Automated access to all
project-related content:
• Documents
• Calendars
• Tasks
• Announcements
Ensure workers have the
latest and greatest versions
Project Management
Document Standardization- Key Capabilities
1 2 3
39. Easy publishing of project-
related content
39
Project Management
Document Standardization- Key Capabilities
1
43. Paperless Initiatives
Usage
• Share meeting notes
• Having latest copy of
minutes always on tap
43
Company / Customer
• Any Company
Typical User
• Project Managers
• Execs
• Admins
The Business Value
• Reduces errors from
document chaos
• Accurate record of
proceedings (governance)
• Search / findability of
important information
(metadata)
• Positive environmental impact
(paper reduction)
Reasons for Adoption
• Eliminates the time needed to email notes to participants
• Much easier than previous paper-based methods
• Vastly improves findability/searchability/accessibily of notes
44. Easily find project-related
content like status,
updates, and action items
44
Annotate documents,
diagrams, presentations ‘on
the fly’ while in a meeting
Tagging/classifying notes
means you can search/find
information across many
(similar) meeting notes and
summaries
Paperless Initiatives
Sharing Meeting Notes - Key Capabilities
1 2 3
47. 47
Tagging/classifying notes
means you can search/find
information across many
(similar) meeting notes and
summaries
Paperless Initiatives
Sharing Meeting Notes - Key Capabilities
3
Paperless Initiatives
48. 48
Tagging/classifying notes
means you can search/find
information across many
(similar) meeting notes and
summaries
Paperless Initiatives
Sharing Meeting Notes - Key Capabilities
3
Paperless Initiatives
54. 54
Free 2-Hour Refine Your
Mobile Strategy
Workshop
Webinar attendees will receive an
email offer for a complimentary 2-
hour mobile strategy workshop
with Portal Solutions. Limited time
only. Reserve your spot!
(A link to the webinar recording will
also be available. )
Free Workshop: Ensuring Your Mobile Initiatives Succeed
55. • Test drive the entire suite of Microsoft’s Business
Productivity Platform across a variety of mobile devices
• Discover tools to be productive when outside the office
• Learn to use communication tools to get answers fast
• Connect in real-time with co-workers and customers
• Experience a true digital workplace
Near D.C.? Get Hands-On with Office 365
(Interactive, Fun, No-Sales Pressure!)
Sign-Up for a DWX session today!
56. Thank You – Any Questions?
56
Contact Jill at:
Email: jhannemann@portalsolutions.net
Twitter: @portalsolutions
Blog: Blog.portalsolutions.net
Contact David at:
Email: davidl@harmon.ie
Twitter: @dlavenda
slideshare: www.slideshare.net/dlavenda
Editor's Notes
Adam Edit
At the recent Gartner PCC Summit in May, Gartner gave their view of the state of mobile initiatives. According to their findings, BYOD is yesterday’s news; the devices are out there. What business people at those companies have been able to get from those devices so far is email, calendaring and contacts. But that is not where the real business value is. Companies want to employ mobile devices to let their employees work anytime, anywhere. And that is what companies are now trying to figure out how to do.
The next steps? It’s what Gartner calls the “Second tier of value” – and a lot of it involves making better use of documents on the go; specifically –
Content creation – generate and edit work documents related to contract negotiations, project management, etc.
Content review – for contracts, projects, keep the daily business wheels in motion.
High-value content – for expensive employees, time is money; for emergency personnel, time means saving lives. So making high-value documents available to people when they need them is hugely important.
Note: that because the second tier of value involves getting value of documents, SharePoint and Office 365 will play a central role in driving mobile initiatives. It’s simply that 80% of organizations already have SharePoint for managing and sharing documents. So whatever strategy you take, using the secure enterprise tools you already have in-house, like Office 365 and SharePoint will be key parts of a successful initiative.
OK – so you know WHAT you have to find a way to give mobile workers secure access to important documents, AND let them work on those documents and share them to achieve that second tier of value.
The WHAT is simple.
But HOW do you do this? There has to be a strategy if you want this to succeed because just making the tools available doesn’t work. We all know that changing peoples’ behavior is the biggest impediment to adopting new technology. So the value to the user has to be super high and the amount of work involved in doing things differently has to be very low. It has to be really simple to get people to switch.
Iin fact there are two approaches to providing lots of value while making it easy for workers.
One approach is to roll out mass-appeal apps to the general work population. Things like make it easy for people to take meeting notes on tablets and them upload them and share them with colleagues in one click. This approach places an emphasis on ‘ease of use’ – taking something that was complicated and making it easy.
The other approach focuses on high-value, business, vertical-specific use cases. Things like enabling railway workers to access safety procedures during an emergency situation, offline, while not connected to the network. The ability to save lives and avert disaster by acting quickly has a huge benefit and payout. Here the emphasis is on providing high value to specific workers and work situations.
So which approach is right? To find out, let me introduce our two presenters for today…
<next slide>
Be flexible in supporting as many security models as possible. It is impractical to have to cater each solution to a specific security environment.
Metadata is what turns SharePoint from a document graveyard to a true knowledge solution – the ability to easily classify information and then use Search to find document classified using a well-defined taxonomy makes it easy for people to find the documents they need, when they need them.
Trying to make people learn something new is a non-starter. People like to use familiar tools, and no tool is more familiar than Microsoft Office. With MS’s recent offering of Office for iPad, users can now edit documents using what they know best. And with harmon.ie, users can now do that within the secure environment provided by today’s MDM suppliers.
Having access to the latest and greatest is the difference between success and failure in the field.
Imagine being able to stop dumping out printouts every time a new update occurs.
Finding the right person at that critical moment when disaster strikes may mean the difference between success and failure in the field.
Regardless of which strategy you pick, harmon.ie supports you either way; with developing mass-appeal mobile apps for the general business worker or by developing business-specific use cases that differ by industry. And the examples shown here today are only representative of what is possible; in fact there are many other business cases being solved today for mobile workers in other verticals.
Since we showed the use cases with harmon.ie; maybe just a few words about harmon.ie…
harmon.ie is a set of apps that provide a single screen experience for all your Microsoft collaboration products – such as SharePoint, Office 365, OneDrive for Business, Lync, Yammer, Office Online, Outlook Web App, and email. Instead of having to toggle between multiple applications, harmon.ie brings all the tools you already use into a single, smooth workflow – in a single app. And it works on all your mobile devices – iOS, Android, Windows Phone, and BB 10, as well as on the desktop as an email plugin, and in the browser as an Outlook Web App widget.
To see how harmon.ie can help you drive your mobile initiative and achieve Gartner’s second tier of value…
Try harmon.ie today for free; there are free versions of harmon.ie for all your mobile devices and for the desktop.
Or download the “Guide to Mobile Collaboration” to learn even more about what you need to provide to your workers so that they will be able to use their tablets and smartphones to get work done.
Thank you.