[webinar] office 365: you’ve gone mobile, now what?
DESCRIPTION
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.TRANSCRIPT
Office 365: You’ve Gone Mobile, Now What?
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
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David LavendaVP Product Strategy at
harmon.ie,Fast Company Contributor
Information Overload Researcher
@dlavenda
http://www.linkedin.com/in/dlavenda
www.slideshare.net/dlavenda
http://www.fastcompany.com/user/david-lavenda
Who Are We?
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About Portal Solutions
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Times selected in Office Early Adopter Program
45Full-time employees, consultants, developers, business analysts, SME
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11 years in business
250+ SharePoint and Office 365 Implementations
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.
Agenda5
• Case Study: Zoll– Responsive Mobile Design– Big Takeaways
• Two Strategies to Drive Mobile Initiatives– Developing Mass Appeal Apps– High-Value Vertical Business Apps
Project Background
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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.
Design Phase
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.
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Interface Design
• All Built Mobile-First Content Strategy Information Architecture
• Heavy Interaction Design Guidance
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“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.”
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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.
Two Strategies to Drive Mobile Initiatives
WHICH ONE IS FOR YOU?
MASS APPEALMOBILE
APPLICATIONS
BUSINESS-SPECIFICMOBILE SERVICES
http://harmon.ieTuesday, June 24, 2014
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David LavendaVP Product Strategy at harmon.ie,
Fast Company ContributorInformation Overload Researcher
@dlavenda
http://www.linkedin.com/in/dlavenda
www.slideshare.net/dlavenda
http://www.fastcompany.com/user/david-lavenda
Moderator
Second tier of value
Finding the Second Tier of Value
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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
But How Do You Do This?
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But How Do You Do This?Two Strategies to Drive Mobile Initiatives
MASS APPEALMOBILE
APPS
BUSINESS-SPECIFIC MOBILE
SERVICES
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BUSINESS-SPECIFIC MOBILE
SERVICES
MASS APPEALMOBILE APPS
Finance
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Finance
Usage
• Secure access to important documentation
• Real-time collaboration around documents
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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 mistakes
Reasons 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
Support multiple security models – MobileIron for example
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View, edit and follow business related criteria - metadata
View and edit Office documents using Office Online apps
FinanceSecure Collaboration - Key Capabilities
1 2 3
Support multiple security models – MobileIron for example
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FinanceSecure Collaboration - Key Capabilities
1
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View, edit and follow business related criteria - metadata
FinanceSecure Collaboration - Key Capabilities
2
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View and edit Office documents using Office Online apps
FinanceSecure Collaboration - Key Capabilities
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Transportation
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Transportation
Usage
• Offline Access to Emergency Documentation
• Access to updated emergency ops procedures
• Access to emergency contact lists
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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
Automation of pushing latest versions to remote workers can save lives and reduce costly errors
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Vast reduction in paper-based overhead
Full document and people search allows emergency workers to respond faster to crises
TransportationOffline Access to Emergency Documentation - Key Capabilities
1 2 3
Automation of pushing latest versions to remote workers can save lives and reduce costly errors
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TransportationOffline Access to Emergency Documentation - Key Capabilities
1
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Vast reduction in paper-based overhead
TransportationOffline Access to Emergency Documentation - Key Capabilities
2
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Full document and people search allows emergency workers to respond faster to crises
TransportationOffline Access to Emergency Documentation - Key Capabilities
3
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BUSINESS-SPECIFIC MOBILE SERVICES
MASS APPEALMOBILE
APPS
Project Management
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Project Management
Usage
• Ensure up-to-date project documents
• Anywhere, real-time editing of shared documents
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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
Easy publishing of project-related content
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Automated access to all project-related content:
• Documents
• Calendars
• Tasks
• Announcements
Ensure workers have the latest and greatest versions
Project ManagementDocument Standardization- Key Capabilities
1 2 3
Easy publishing of project-related content
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Project ManagementDocument Standardization- Key Capabilities
1
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Automated access to all project-related content:
• Documents
• Calendars
• Tasks
• Announcements
Project ManagementDocument Standardization- Key Capabilities
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Ensure workers have the latest and greatest versions
Project ManagementDocument Standardization- Key Capabilities
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Paperless Initiatives
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Paperless Initiatives
Usage
• Share meeting notes• Having latest copy of
minutes always on tap
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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
Easily find project-related content like status, updates, and action items
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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 InitiativesSharing Meeting Notes - Key Capabilities
1 2 3
Easily find project-related content like status, updates, and action items
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Paperless InitiativesSharing Meeting Notes - Key Capabilities
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Annotate documents, diagrams, presentations ‘on the fly’ while in a meeting
Paperless InitiativesSharing Meeting Notes - Key Capabilities
2
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Tagging/classifying notes means you can search/find information across many (similar) meeting notes and summaries
Paperless InitiativesSharing Meeting Notes - Key Capabilities
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Paperless Initiatives
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Tagging/classifying notes means you can search/find information across many (similar) meeting notes and summaries
Paperless InitiativesSharing Meeting Notes - Key Capabilities
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Paperless Initiatives
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Who’s Right?
MASS APPEALMOBILE
APPS
BUSINESS-SPECIFIC MOBILE
SERVICES
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MASS APPEALMOBILE
APPS
BUSINESS-SPECIFIC MOBILE
SERVICES
Who’s Right?harmon.ie Supports You Both Ways
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harmon.ie Supports You Both WaysSingle-Screen Collaboration Experience Across Mobile, Browser &
Desktop
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harmon.ie Supports You Both WaysNext Steps
TRY harmon.ie Mobile TODAY
Download the “Guide to Mobile
Collaboration”
Next Steps
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Questions and Answers
TRY harmon.ie Mobile TODAY
Download the “Guide to Mobile
Collaboration”
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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
• 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!
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Thank You – Any Questions?
Contact Jill at:
Email: [email protected]: @portalsolutionsBlog: Blog.portalsolutions.net
Contact David at:
Email: [email protected]: @dlavendaslideshare: www.slideshare.net/dlavenda