This week I had a great lunch meeting with a new client. One of the first things my client shared with me was the fact that “We’ve purchased 20 plus iPads for a pilot project and now everyone is wondering what to do with them.” The client then asked me “Do you have some recommendations?”

This is a common theme I run across among potential and new clients. In their excitement and promise of enterprise mobility they rush to invest in new equipment without developing a plan for enterprise mobility.

The timeliness of this is evidenced in Kevin Benedict’s blog post today highlighting some of the results of his  2012 Mid-Year Enterprise Mobility Survey where he asked vendors key questions about the challenges encountered implementing mobility. The number one challenge…. Drum roll please…..

“Q: What are your biggest challenges to implementing enterprise mobility today?”

“A: The number 1 answer was, “Developing an enterprise-wide mobile strategy.”  There was a tie for the next 2 between, “Determining anticipated ROIs” and, “Educating stakeholders on the potential impact of enterprise mobility on the business.” 

(source Kevin Benedict’s Enterprise Mobility Strategy Blog)

The importance of developing an enterprise-wide mobile strategy is critical. Many companies that I’ve delivered mobile solutions for are on the third or fourth mobile implementation specifically because they hadn’t developed or thought through these three areas.

In the case of my client this week they clearly hadn’t developed an enterprise-wide mobile strategy. In fact it was just the opposite, they through iPads at the stake holders and said “here catch the vision of mobility”. That’s going to be a little difficult with 14 plus divisions, each with different ideas, interest, understanding, comfortability and vision of mobility. Further compounding the problem, each division has it’s own ability to accept or reject the proposed solutions. (You might have guessed it’s a state entity).

How do you successfully implement an enterprise solution in such an environment? You have to go back to the foundational requirements.

1. Develop an enterprise-wide mobile strategy.
2. Educating Stake Holders
3. Determine anticipated ROIs

I’m working with my client through this process now.

Notice that while Kevin’s survey results showed “Determining Anticipated ROIs” and “Educating Stakeholders” tied in importance, each customer is going to be slightly different. But generally I see the exact trends that are demonstrated in Kevin’s Survey.

With my current customer I placed educating stake holders a higher priority based on the sophistication, interest and willingness to adopt mobility of the division managers. Either way you will have to address both of these issues. I tend to see educating stake holders and determining anticipated ROIs as dependent companions that help illustrate and articulate the transformative power of mobility.

Bottom line don’t do anything with mobility until you lay a solid foundation for success.

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.