Moving from Web-based collaboration to the mobile arena -

Mobile, Task-Oriented SolutionsNimrod GevaProduct Group Manager, KWizComnimrod@kwizcom.com

Introduction

KWizCom Business Card• Founded in 2005• Headquartered in Toronto• Global provider of add-ons and

services• 3000+ customers worldwide

Business Target:

Deliver innovative and cost-effective

solutions, enabling customers to deploy

excellent Microsoft SharePoint, Dynamics

CRM and Project Server solutions

Faster than ever and

at no risk.Nimrod Geva

Product Group Manager, KWizCom

nimrod@kwizcom.com

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Subjects

Implementing Smart SharePoint mobile solutions

Faster & easier to use

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We all are going mobile!

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What does SP2010 have to offer mobile users?

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In SharePoint 2007

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Mobile Views

The portal becomes a list of lists

http://server/site/m

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What does SP2010 have to offer mobile users ?

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DemoSharePoint 2010 mobile pages

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So..what’s missing?

What do mobile users need ?I am on the road

I am in a hurry

I need some specific information right now

I need to update something specific right now

My smartphone’s screen size is Not 19’’

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DemoTrying to update a follow-up task just after finishing a meeting…

Where is my sales workspace??

I just need a big “New Task” button

Here’s SharePoint’s mobile view (/m)

Finally I can add the follow-up task for

myself!

Why do I need this field?? It’s a NEW task so of course it

was not started!!

Same for this one…why is it here??

Now I have to select myself..

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So..what’s missing?

I DON’T need to have

our company portal’s UI

inside my smartphone.(even if it looks great)

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So..what’s missing?

I DON’T need to

see a long list of

all the libraries and lists

to navigate in.

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So..what’s missing?

I DON’T need the exact

same generic list forms,

with unnecessary fields

and menus.

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In simple words:

I do NOT need a portal while I am on the road.

Show me exactly what I need to accomplish my tasks!

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So what do mobile users need ?

A much more focused interface:

Task-Oriented

Context-Sensitive

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The problem here is not new..

Information overload vs.

• Limited display size

• Limited time

• A “non-office”

environment

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What is Task-Oriented Interface ?

“The task-focused interface is a type

of user interface that makes tasks, not

information, the primary unit of

interaction.”

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Context-Sensitive Interface

Behave differently according to the current situation:• Who I am, Where I am• Type of information• State of the current record

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Example: Understand what tasks are

• “Due Date” should be ALWAYS later than “Start Date”

• If my boss assigned a task to me, I shouldn’t be able to change some fields in the task

• If I am on the road, The priority should be always High, and “Priority”, “Status”,“%Complete” and “Start Date” fields should be hidden.

• If I am the boss, I should be able to change EVERYTHING whenever I want to !

SharePoint Mobile ExtensionsSmart, focused interface for productive mobile users

In just a few minutes you can produce a custom-tailored, focused mobile interface that answers your mobile users’ specific needs!

Mobile Rendering

Solution Architecture

WSS or MOSS (2007 / 2010)

Smart Forms

Custom List/Item Menus

Field-level dynamic permissions

Dynamic default values

Dynamic field constraints

Field-grouping

Custom-tailored actions for lists and for list items

Dynamic action visibility rules

Integration of actions with workflows

Render interface according to type of smartphone

Customizable mobile pages with “page parts”

SALES MOBILE

WORKSPACE

DEMO

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Task-Oriented Interface Example

My Mobile Sales Workspace

As a salesman, while I go from one customer to another

I need to:View my current updated sales KPIsView my current leadsView the price listUpdate follow-up tasksUpdate current/new leads

and..do it fast without too many

clicks..

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This is the Web Sales workspace

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This is how it looks using SharePoint mobile view

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This is what I really need whileI am out of the office

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Create a new mobile page

DEMO

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Let’s create a custom-tailoredmobile sales workspace

DEMO

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DEMO

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Create a KPI page part

DEMO

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DEMO

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DEMO

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DEMO

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Create an “Actions” page part, with4 actions.

DEMO

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DEMO

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DEMO

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DEMO

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DEMO

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DEMO

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DEMO

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DEMO

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DEMO

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DEMO

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DEMO

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Create a custom list menu “New follow-up task”

“%complete”, “Status” fields are hidden with

defined defaults

“Assigned to” by default will be the creator(you cannot do that with SharePoint OOTB)

“Start Date” = Today

“Due Date” = Tomorrow

Priority = High

(Do not show these fields)

Create a custom item-menu “Close Task”Should be available only to the task’s ownerSet status = CompletedSet %Complete=100%

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DEMO

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DEMO

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DEMO

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DEMO

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DEMO

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DEMO

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Going back to our Sales workspace home page

Add action: New follow-up task

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DEMO

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DEMO

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DEMO

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Add action:New Lead:

Add “New Lead” list customaction

Use it in the mobile home page.

HELP DESK

SUPPORT CALLS

MANAGEMENT

DEMO

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My Mobile Help Desk Workspace

Customer Create a new issues Field-level permissions:

Unable to see any of the other Help-Desk fields Conditioned field-permissions:

Unable to change the issue description/open date once a technician started working on it

DEMO

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My Mobile Help Desk Workspace

Technician View issues assigned to me Unable to change the customer’s

reported issue Unable to change issue assignment Conditioned-mandatory fields:

If issue was resolved then must fill the “Resolution” + “Issue closing date” fields

DEMO

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My Mobile Help Desk Workspace

Technician Make issue reporting much easier in mobile:

√ Be able to update the 3 most common issue resolutions in a single-click operation(instead of updating the entire issue form):• Printer: no papers• Printer: paper jam• Software: Solved by reboot

DEMO

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My Mobile Help Desk Workspace

Help Desk manager

Web/mobile dashboard

View all opened issues and performance KPI

View issues that no one started working on them

for more than 2 days

Assign delayed issues to technicians in a single click.

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Summary

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Smart mobile SharePoint interfaces

It’s not just about better rendering for mobile

Smart interface:Display only relevant pages and menus“Smart” dynamic defaults, depended on contextDisplay only the relevant fields

√ Less mistakes√ Shorter update time√ Less page post-backs√ Less money to pay on mobile data plan!

Layers of a “smart” mobile interface

Smart FormsField-level dynamic visibility rules

Dynamic default values

Dynamic constraints

Field-grouping

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Custom Actions (Menus)Custom-tailored actions for lists and for list items

Dynamic action visibility rules

Integration of actions with workflows

Mobile renderingRender interface according to type of smartphone

Customizable mobile pages with “page parts”

SharePoint Mobile ExtensionsSmart, focused interface for productive mobile users

You have FULL control over your SharePoint Mobile application:

You define the exact layout You define which menus and actions will

be visible You define the exact logic

Zero development!

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Q&A

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Thank You!

Nimrod Geva

Product Group Manager, KWizCom

nimrod@kwizcom.com