This week I had a great meeting with a new customer that is looking to build a really cool enterprise mobile application for the lighting industry. Meeting with them was refreshing as they obviously had invested serious time thinking through the mobile application, end-user requirements, backend integration and reporting requirements. This is unusual in that most of the customers come to us with an idea for a mobile app but haven’t really throught through the business application.

My experience with them motivated me to share some enterprise mobility guidelines we walk through with our customers.

First Question: What is your goal in “Going Mobile”? Or better yet, WHY do you want to go mobile?

Obvious as this questions seems, it is the foundation of your success. But many companies are on their 2nd, 3rd even 4th mobile implementation because they didn’t understand the “why” of going mobile. If a customer understands the “why” of going mobile their success rate  increases exponentially.  Some example goals and the “whys” brought to us to date:

• Improve responsiveness to customers.
  This is really a goal. It’s a result of good systems. Why do you want to improve responsiveness to customers? Have you struggled in this area? Have you identified the bottlenecks? What does it mean if you are successful?
• Providing mobile access to existing applications in the field to improve field worker productivity
  When I hear this I ask, “why is it important for field workers to have this data?” Does it enable the customer to make a decision now? Does it enable the field worker to guide decisions of the customer? Does it enable the service tech to offer the service now?
• Improve operational efficiencies both in the field and back end
  Again this is a goal. What is the cause of operational inefficiencies? Where are the bottlenecks? If I can eliminate those bottlenecks how does this affect serving my customers? How does it improve invoicing cycles? What reports now become available to help managers/sales people more effectively drive business.
• Expedite the invoicing process
  The why on this is clear as every business wants to keep cash flow moving in a positive direction so they can grow their business.
• Proof of service completion and acceptance
  Why? – A business wants to confidently demonstrate  service was completed or accepted.

Once you understand the “whys” of going mobile you can can establish the goals that will help you determine the right mobile strategy.  Most companies today deploy mobile applications in opportunistic business silos. While this approach can serve as a proving ground for mobile solutions it also can create a situation where mobile solutions become limited in scope, disjointed, invite technology disparity and are not scalable.

Businesses need to consider the overall mobility requirements within an organization and develop a long-term strategy that supports these goals then develop rollout strategies and pilots that align with the long-term strategy. Businesses tend to initially evaluate mobile solutions from the perspective of the field worker. But mobility needs assessments need to consider the entire business process and infrastructure considering every component including:

• Customer experience; Do customers interact with the device? A customer might review a service ticket or to provide a digital signature
• Field worker: what is the business process in the field? What data is required to help the technician or customer make a decision? Is mobile printing required? GPS -Do you need to know where your workers are or do they need help finding customer locations
• What kind of PDA device? Smartphone? Rugged PDA? Customer and field worker needs will drive device selection
• Back end integration: what accounting or corporate database systems need to be integrated with?
• Management and Executive Management: Considerations may inclue reporting, management evaluation and / or approval processes
• IT Support – what is required from the IT department? What device and connectivity standards have been set?
• Security policies

I find companies are on track when they’ve carefully considered these areas as well as some conclusions on the following:

• They have identified specific business processes that will significantly benefit mobile technology and why those are important
• Individual or departmental mobile projects are implemented with the overall business goals in mind. “Smaller” mobile projects can integrate with the enterprise mobile management, infrastructure and security policies.
• Common software, cloud based solutions or middleware mobile solutions are implemented across the organization.
• Implementation of device policies whether they be BYOD or corporate sponsored are clear and enforceable
• Projects are managed and supported according to clearly defined policies

I’ll take a look at deciding which mobile applications to deploy in part 2 of this article.

Jody Sedrick

Forbes has a great article about how Nordstrom and Home Depot have adopted mobile POS devices enabling employees to check out customers anywhere in the store. Employees at Apple’s retail stores have been armed with mobile iTouch devices for several years that enable employees to scan a barcode and check out a customer immediately.  Companies like Nordstrom and Home Depot are seeing increased sales because they can expedite purchases as the customer is trying on clothes, makeup, cordless drills or circular saws. No more waiting in line “thinking” about your purchase. Using Mobile POS employees can capture the buying moment and reap the benefits for the retailers.

Some interesting tidbits

• Nordstrom’s first quarter sales increased 15.3% since implementing Mobile POS devices.
• The average number of items sold per sale increased
• The average sales price per sale increased

We are seeing similar trends in the adoption of mobile work order systems like ZenTouch in the service Industry.

Driving service business with mobile work orders

With a mobile work order system on an iPhone, Android or Rugged PDA service technicians have full access to services, parts and prices to quickly create an estimate or service ticket for a customer. One customer reported he has seen a 17% increase in service techs availability to take additional service calls just by implementing a mobile work order system. Spread that across 8 technicians – that’s a big impact on our business.

Another customer reports, “Customers seem to trust a digital system that breaks down costs for services and parts rather than watching me rifle through a stack of papers. I can present a complete service ticket, review the recommended services, add or delete items and allow them to approve service immediately.” In the event a customer decides to wait to initiate a service call to talk with their wife/husband, review finances, check their calendar, etc. a technician or estimator can save the estimate and schedule a call back with the customer. Now all estimates and work orders are accessible via a mobile device with a simple search.  Technicians can access past estimates and immediately revisit the estimate, email it to the customer or convert it to a work order on the spot.

Clearly efficiency gains are being recognized on both ends of the spectrum by implementing Mobile POS or Mobile Work Order Systems.  These efficiencies are enabling retailers like Nordstrom and Home Depot to drive business at the point of interaction.  Service industry leaders are experiencing identical results.  By improving the customer experience the decision to buy is expedited and mobile enabled businesses are reaping the benefits.

Jody Sedrick

Clipboard similarities to the iPad are facilitating user adoption

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

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.

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.