sharepoint summit toronto2011 kwizcom sharepoint2010 mobile solutions
TRANSCRIPT
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Moving from Web-based collaboration to the mobile arena -
Mobile, Task-Oriented Solutions
Nimrod GevaProduct Group Manager, [email protected]
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Introduction
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Subjects
Implementing Smart SharePoint
mobile solutions Faster & easier to use
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What does SharePoint have to offer mobile users?
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In SharePoint 2007
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Mobile Views
The portal becomes a list of lists
http://server/site/m
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What does SP2010 have to offer mobile users ?
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DemoSharePoint 2010 mobile pages
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Add “/?mobile=1” to get the mobile view of any page
DEMO
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DEMO
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What do mobile users need ?
I am on the road
I am in a hurry
I need some specific information right now
I need to update something specific right now
My smartphone’s screen size is Not 19’’
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DemoTrying to update a follow-up task just after finishing a meeting…
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Where is my sales workspace??
I just need a big “New Task” button
Here’s SharePoint’s mobile view (/m)
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Finally I can add the follow-up task for
myself!
Why do I need this field?? It’s a NEW task so of course it
was not started!!
Same for this one…why is it here??
Now I have to select myself..
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So..what’s missing?
I DON’T need to have
our company portal’s UI
inside my smartphone.(even if it looks great)
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So..what’s missing?
I DON’T need to
see a long list of
all the libraries and lists
in my workspace.
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So..what’s missing?
I DON’T need the exact
same generic list forms,
with unnecessary fields
and menus.
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In simple words:
I do NOT need a portal
while I am on the road.
Show me exactly what I needto accomplish my tasks!
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So what do mobile users need ?
A much more focused interface:
Task-Oriented
Context-Sensitive
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The problem here is not new..
Information overload vs.
• Limited display size
• Limited time
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Task-Oriented Interface
“The task-focused interface is a type
of user interface that makes tasks, not
information, the primary unit of
interaction.”
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Instead of showing me everything
Show me ONLY what I need!
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Context-Sensitive Interface
Behave differently according to the current situation:
• Who I am, Where I am
• Type of information
• State of the current record
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Example: Understand what tasks are
“Due Date” should be later than “Start Date”
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Example: Understand what tasks are
If the task was assigned to me,
I shouldn’t be able to change some
fields in the task
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Example: Understand what tasks are
If the task was assigned to me,
I shouldn’t be able to change some
fields in the task
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Example: Understand what tasks are
If the task status is “Completed”
It should be locked for editing
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Context-Sensitive Interface
Behave differently according to the current situation:
• Who I am, Where I am
• Type of information
• State of the current record
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IT Help Desk
Web/Mobile
solution
Demo
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Support cases queue
Open support ticket
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Open a support ticket
Customer (Web)• Open support tickets• Unable to see any of the other
Help-Desk fields• See his tickets’ status
Technician (Web/Mobile)• Open support tickets
in behalf of customers.
Once a ticket is opened it is queued in the support cases queue.
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Support cases queue
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Take ownership
Technician (Web/Mobile)• Take ownership on new tickets• View issues assigned to me• Unable to change the customer’s
reported issue
Customer (Web)• Gets notified by email• Unable to change the issue
description/open date once a technician starts working on it
• See his tickets’ status
Ticket assigned to a technician
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Support cases queue
Update ticket
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Get status updates
Update ticket by technician
Technician (Web/Mobile)• Update ticket status
Customer (Web)• Gets notified by email• See his tickets’ status.
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Support cases queue
Close ticket
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Get status update
Close ticket by technician
Technician (Web/Mobile)• Closes the ticket and updates
the resolution
Customer (Web)• Gets notified by email• See his tickets’ status.
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Support cases queue
5
Helpdesk manager (Web/Mobile)
• Monitor the HD department’s performance KPI’s (Web/Mobile)
• Assign delayed issues to technicians (Web/Mobile)
Technician (Web/Mobile)
• Gets notified by email when a ticket was assigned to him by the manager
• See his tickets’ status.
Monitor and manage
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How can you get there?
Task oriented interface
Context sensitive interface
Better rendering for smartphones
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How can we get there?
Customization
Development
3rd-party solutions
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CustomizationCreate list forms for Mobile clients using InfoPath:
Include only relevant fields.Different forms for different target audiences.
Web parts including custom links for different audiences.
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Development (not too deep)
Create a master page for mobile
Create a CSS for mobile
Use mobile rendering freeware
sourcecode
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http://code.google.com/p/iphone-universal/
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http://code.google.com/p/iui/wiki/Introduction
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DevelopmentField-level permissions
View-level permissions
Dynamic custom buttons
Dynamic defaults
Dynamic field constraints
Better support for various types of
smartphones
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Of the shelf solution
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Summary
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Smart mobile SharePoint interfaces
It’s not just about better rendering for mobile
Focused, task oriented interface
Context-sensitive list forms
√ Less mistakes√ Shorter update time√ Less page post-backs√ Improved productivity!