getting your mobile strategy from powerpoint to production
DESCRIPTION
There's no shortage of great mobile ideas. Learn how to get past the roadblocks most organizations face with implementing their mobile strategy and get products to market faster.TRANSCRIPT
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Getting from PowerPoint to Production
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Sample Clients
WINTRUST FINANCIAL
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Select Partners
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How we help clients
Software Solutions
Development
& Support
Execution PlanningStrategy
We help organizations transform during the “Great Mobile and Tablet Disruption”: “Mobile first” business strategy and execution planning Custom software development & architecture (US, UK, &
LATAM) Software solution templates for off-the-shelf use or
customization
Confidential
Much at stake with mobile, tablet
For example, one of our clients saw a 67% reduction in abandonment by implementing a user-friendly, mobile-optimized site
Organizations struggle to get “from PowerPoint to Production” in addition to making the right strategic decisions for mobile
60% Mobile OS
now
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The Pipeline is Too Narrow
Reasons are many: Budget / Executive support (Biz & IT) team organization Lacking new skills, changing
fast Lacking partners with right
resources (skills, technology) Integration
Development
Products
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How we help speed things up
Plus Resources must have extensive mobile industry experience Require domain expertise in the regulated industries Business skills critical in quantifying value of opportunities and delay costs Require both business & technology experience to remove roadblocks Analyze other industries with maturity in mobile to adopt best practices Require deep analytics expertise and building-in Tealeaf, web analytics, etc.
In addition to software development experience.
JavaScript API (extends Cordova.xml)
Native API Implementation
s
Object Model Framework
CUFX
An
aly
tic
s
ACORD CRM Etc
Cloud
Object Model Integration
Analytics
Extended Services
Worklight
Industry App Templates
Design Patterns & Best Practice Software Frameworks
Partnerships with leading vendors
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Mobile Agent: Key Features Unified CRM, Quoting & Tools
◦ Add contact via driver’s license◦ Voice search◦ Conversation recording◦ Quick access to notes◦ Trailing documents◦ Dashboard charts & reports◦ Calculators◦ Product illustrations◦ Appetite guides &
class codes
Configurable integration◦ Mainframe terminal◦ Web quoting◦ Mobile Optimized workflow◦ Support for major CRM providers
Cross-platform◦ Hybrid: IBM Worklight, Cordova/PhoneGap, Dojo◦ Traditional web option
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Example: Hybrid Framework Developed by us based on our past experience
Extend Cordova (aka PhoneGap)
Simplifies JavaScript interactions, speeding development
Provide object models for mobile client apps in JavaScript and native mobile OS languages (Objective C, Java, C#, etc.)
Object models reduce complexity significantly
Provide object models for specific standards (ie CUFX, OFX) and promote development of others
Provides built-in facilities for analytics and customer experience management (CEM)
Encourages adherence to the latest industry best practices
JavaScript API (extends Cordova.xml)
Native API Implementation
s
Object Model Framework
CUFX
An
aly
ticsOFX CRM Et
c
Cloud
Object Model Integration
Analytics
Extended Services
Worklight
Confidential
Example: Mobile Team Structure
Single team of mixed skills
◦ Business and technology, from requirements development to launch
◦ One leader, empowered to make decisions, but working very closely with Technology Lead
◦ Team size should remain relatively small (no more than 10-15) Technology should understand the business case Business should understand the technology Reduce cost and time by minimizing back-and-forth and the risk of miscommunication Ensure everyone truly understands the goals, context, risks and issues Work as an integrated unit, not distinctly separate teams communicating through
intermediaries Operate within a single governance framework
Business Leader
Technology Leader
ArchitectBackend
DeveloperUX
DeveloperQA Lead
UX Designer
Business Analyst
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Integration
Worklight & Cast Iron integrate CRM for most providers◦ Salesforce.com◦ Siebel◦ SAP◦ NetSuite◦ Microsoft
We have deep experience with integration and work on open standards bodies efforts (CUFX)
Design with custom and configurable interfaces in mind◦ JSON or XML◦ REST over HTTPS
Provide access to content without waiting for custom integration by embedding mainframe and web access
Support secure end-points using IBM Cast Iron & Secure Endpoint adapters
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Sample Introductory Engagement Week 1 - Preparation (~2 days)
◦ Review any documentation provided including previous research on mobile vendors, business process documentation,and technical detail
◦ Prepare for on-site visit including tailoring market overview for your interests
Week 2 - Initial on-site meeting (2-3 days with 2 senior consultants)◦ Document your goals and business objectives◦ Provide an overview of the types of mobile
functionality applicable to your target audience◦ Ideation session exploring business assets to expose via mobile ◦ Identify key technology, resource constraints, and top 5 mobile
opportunities◦ Identify potential integration points for top 5 features◦ Hold investigative meetings/interviews to identify key metrics◦ Estimate high-level business opportunity for top 5 features◦ Produce preliminary prioritization of top 5 opportunities
Week 3 – (6 days,, on-site time variable)◦ Identify likely mobile vendors/technology providers for further evaluation
of their interest and ability to meet requirements.◦ Refine prioritization and high-level business benefits and develop high-
level mobile roadmap◦ Prepare Executive presentation
Week 4 – Delivery (1 day on-site)◦ Present Mobile Roadmap - prioritize opportunities, benefits and
recommend next steps
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Sample Opportunity Prioritization
High
Low
High Low
BENEFIT
DIFFICULTY
Order Status
Contextual Call Handling
E-signature
Alerts - Service/Payment Client Needs Review Tool
Regional Supervisor app
Links
Advisor tablet
Simplify Getting Mobile Credentials
Responsive Design of all sites• Optimize existing web sites for
mobile• Mobile enables existing web
sites
EFT Enrollment w/Check
Full enterprise integration
Facility Mapping tool
Paper checklistsInventory Process
Advisor TrainingCommission CalculatorFacility Mapping Tool
Client tablet
Image captureQuote completionSupporting & trailing documentationBill payment
Policy changes
Telematics
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Sample Output:Suggested Mobile Roadmap – Summary
Horizon 3(2016 and beyond)
Horizon 1(2013-2014)
Horizon 2
(2014-2015)
Solidify competitive parity
Take the lead
Build competitive advantages
• XXXXXX• XXXXXX• XXXXXX• XXXXXX
• XXXXXX• XXXXXX• XXXXXX
• XXXXXX• XXXXXX• XXXXXX
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Other Typical Projects
Conduct a survey of customers to validate and quantify interest in the identified mobile opportunities
Select capabilities to focus on for detailed analysis Develop business requirements Evaluate technical feasibility of integration points Evaluate mobile vendors for ability and interest in
supporting desired capabilities Develop architectural & technical requirements Calculate product development & operational
estimates Assist in vendor selection & contract negotiations Develop Go-To-Market plan with your team Product development, assist in product development
or provide execution oversight Outsource select development projects Recommend testing strategies to streamline and
improve quality Perform periodic analysis of user experience metrics
& KPIs
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Thanks
Software Solutions
Development
& Support
Execution PlanningStrategy
Let us know what we can do to help you.
David Eads – [email protected] Kelley – [email protected]