10 Immutable Steps to Mobilize Your Business

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  Ride the mobility wave with ProntoForms as we share our 10 Immutable Steps to Mobilize Your Business.
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  • 1. The 10 Immutable Steps to Mobilize Your Business
  • 2. / According to research firm Gartner “The rise of bring your own device (BYOD) programs is the single most radical shift in the economics of client computing for business since PCs invaded the workplace.”
  • 3. The wave is here…
  • 4. … are you going to ride it? The wave is here…
  • 5. 1 Document your / objectives
  • 6. / Define your objectives   Improve productivity and reduce cost   Enhance quality of service   Optimize environmental, health and safety compliance
  • 7. + tip Prioritize your objectives and don’t overreach in phase one
  • 8. 2Map out your / business process
  • 9. Use “Swim Lanes” to organize your process APPROVALS Customer Sales Contracts Legal Fulfillment Customer submits PO Rep Logs PO, Enters Order Contracts Agents Reviews Order Standard Terms? Agent Approves Order Agent Requests Approval Agent Cancels Order Order is Not Shipped Rep is Notified Attorney Marks it OK, Returns to Agent Changes Acceptable? Attorney Marks it No, Returns to Agent Pick Order Log Shipment Order is Shipped No Yes Yes No
  • 10. Understand when one process ends and a new one starts. APPROVALS Customer Sales Contracts Legal Fulfillment Customer submits PO Rep Logs PO, Enters Order Contracts Agents Reviews Order Standard Terms? Agent Approves Order Agent Requests Approval Agent Cancels Order Order is Not Shipped Rep is Notified Attorney Marks it OK, Returns to Agent Changes Acceptable? Attorney Marks it No, Returns to Agent Pick Order Log Shipment Order is Shipped No Yes Yes No
  • 11. APPROVALS Customer Sales Contracts Legal Fulfillment Customer submits PO Rep Logs PO, Enters Order Contracts Agents Reviews Order Standard Terms? Agent Approves Order Agent Requests Approval Agent Cancels Order Order is Not Shipped Rep is Notified Attorney Marks it OK, Returns to Agent Changes Acceptable? Attorney Marks it No, Returns to Agent Pick Order Log Shipment Order is Shipped No Yes Yes No START Understand when one process ends and a new one starts.
  • 12. APPROVALS Customer Sales Contracts Legal Fulfillment Customer submits PO Rep Logs PO, Enters Order Contracts Agents Reviews Order Standard Terms? Agent Approves Order Agent Requests Approval Agent Cancels Order Order is Not Shipped Rep is Notified Attorney Marks it OK, Returns to Agent Changes Acceptable? Attorney Marks it No, Returns to Agent Pick Order Log Shipment Order is Shipped No Yes Yes No Understand when one process ends and a new one starts. START END
  • 13. APPROVALS Customer Sales Contracts Legal Fulfillment Customer submits PO Rep Logs PO, Enters Order Contracts Agents Reviews Order Standard Terms? Agent Approves Order Agent Requests Approval Agent Cancels Order Order is Not Shipped Rep is Notified Attorney Marks it OK, Returns to Agent Changes Acceptable? Attorney Marks it No, Returns to Agent Pick Order Log Shipment Order is Shipped No Yes Yes No Identify the players within your process.
  • 14. APPROVALS Customer Sales Contracts Legal Fulfillment Customer submits PO Rep Logs PO, Enters Order Contracts Agents Reviews Order Standard Terms? Agent Approves Order Agent Requests Approval Agent Cancels Order Order is Not Shipped Rep is Notified Attorney Marks it OK, Returns to Agent Changes Acceptable? Attorney Marks it No, Returns to Agent Pick Order Log Shipment Order is Shipped No Yes Yes No Identify the players within your process. Will the mobile solution enhance the process and accelerate information sharing?
  • 15. + tip Now, objectively assess your IT capabilities. Can you do this on your own?
  • 16. 3Look at the big / pic(architec)ture
  • 17. / It’s not just an App – it’s all connected
  • 18. / It’s not just an App – it’s all connected
  • 19. + tip Consider the impact that a complete solution can make, not just one cool App feature
  • 20. 4Adopt mobile app / technology
  • 21. / Single mobile OS or multiple? What app features do you need?
  • 22. / Support for multiple screen sizes? What app features do you need?
  • 23. / Offline vs. online functionality? What app features do you need? vs.
  • 24. / Access to office data? What app features do you need? Price & Parts lists Customer information Technical docs & Manuals
  • 25. / Where does your business process start? What app features do you need?
  • 26. Do I need dispatching capabilities?
  • 27. signatures / Do we need to capture just text or dynamic content? What app features do you need? credit card processing barcode scanning photos & sketch Geo-stamp location calculations
  • 28. + tip It’s not about cool app feature, it’s about how they can be leveraged to reach your objectives: increase productivity, efficiency, compliance…
  • 29. 5Administrating your / mobile users
  • 30.   User and device settings and preferences   User and group-level privileges management   Location and time tracking?   Data connection capabilities   Standard reporting vs Big Data analytics   Data formats: Word, PDF, Excel… What admin controls do you need?
  • 31. + tip Admin tools can help you track ROI, deployment progress and project success.
  • 32. Only 5 more steps to go! No time to read now? Click here to download this presentation in PDF format
  • 33. 6Leverage the / cloud
  • 34. + the cloud can extend mobile team capabilities
  • 35. + the cloud can extend mobile team capabilities + connecting to multiple cloud services should not involve complex IT configuration
  • 36. + the cloud can extend mobile team capabilities + deeper integration may require an Open API + connecting to multiple cloud services should not involve complex IT configuration
  • 37. + tip Ensure your mobile solution has a built-in, out-of-the-box integration options to allow deeper cloud connectivity
  • 38. 7Devices - embrace / the differences ):
  • 39. Don’t be afraid of mixing devices
  • 40. The app you deploy MUST work with the leading OS’s. If it doesn’t – you are taking a risk
  • 41. + tip MDM solutions, such as Mobile Iron or AirWatch, can help secure company data.
  • 42. 8Stick your toe in first… / then jump!
  • 43. One phase at a time… phase 1 Experiment, try before you buy. Should be free.
  • 44. One phase at a time… phase 1 Experiment, try before you buy. Should be free. phase 2 Proof of concept & ROI
  • 45. One phase at a time… phase 1 Experiment, try before you buy. Should be free. phase 2 Proof of concept & ROI phase 3 Deploy: DIY or with professional services
  • 46. phase 1 Experiment, try before you buy. Should be free. phase 2 Proof of concept & ROI phase 3 Deploy: DIY or with professional services phase 4 Grow user base and expand to other processes or divisions One phase at a time…
  • 47. + tip If you feel like you’re being rushed… walk away.
  • 48. 9Buy or Build? / Run your checklist
  • 49. Buy or build: 3 things to consider 1 Mobile architecture and related complexity
  • 50. Buy or build: 3 things to consider 1 Mobile architecture and related complexity 2 Speed of change. Can you keep up with the pace?
  • 51. Buy or build: 3 things to consider 1 Mobile architecture and related complexity 2 Speed of change. Can you keep up with the pace? 3 Adaptability of the solution to other business processes
  • 52. + tip If you need a customer facing “Brand App”, 90% of the time it’s a custom build.
  • 53. 10Verify your vendor’s / reputation
  • 54. Reputation capital Recognition Is your chosen mobile solution partner reputable Are you in safe hands?
  • 55. Reputation capital Recognition Is your chosen mobile solution partner reputable Are you in safe hands? Customers Who’s using the solution? What are the customers saying? Any success stories in your line of business?
  • 56. Recognition Is your chosen mobile solution partner reputable Are you in safe hands? Customers Who’s using the solution? What are the customers saying? Any success stories in your line of business? Partners What are the solution’s business partners saying? Reputation capital
  • 57. + tip Ask for references… Your reputation is connected to the success of this deployment.
  • 58. Going mobile doesn’t have to be hard.
  • 59. Going mobile doesn’t have to be hard. We’ve done this before.
  • 60. Going mobile doesn’t have to be hard. We’ve done this before. With over 3,500 businesses.
  • 61. We can help you too.
  • 62. Don’t drown in paperwork.
  • 63. Let’s ride this mobility wave together.
  • 64. Let’s ride this mobility wave together. Get a demo Video Overview Here’s how can help.
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