[webinar] office 365: you’ve gone mobile, now what?

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

[email protected]

@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

http://harmon.ie/

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David LavendaVP Product Strategy at harmon.ie,

Fast Company ContributorInformation Overload Researcher

[email protected]

@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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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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1

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View, edit and follow business related criteria - metadata


2

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View and edit Office documents using Office Online apps


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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


• 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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1

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Vast reduction in paper-based overhead


2

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Full document and people search allows emergency workers to respond faster to crises


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)


• 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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1

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Automated access to all project-related content:

• Documents

• Calendars

• Tasks

• Announcements


2

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Ensure workers have the latest and greatest versions


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Paperless Initiatives

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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)


• 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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1

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Annotate documents, diagrams, presentations ‘on the fly’ while in a meeting


2

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Who’s Right?

MASS APPEALMOBILE

APPS


SERVICES

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MASS APPEALMOBILE

APPS


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

[webinar] office 365: you’ve gone mobile, now what?

Technology

business value

design philosophy mobile

application design

business outcomes

dont design

interface design

zoll design phase

office documents