Moving from Web-based collaboration to the mobile arena - Mobile, Task-Oriented Solutions Nimrod Geva Product Group Manager, KWizCom [email protected]
Dec 26, 2015
Moving from Web-based collaboration to the mobile arena -
Mobile, Task-Oriented SolutionsNimrod GevaProduct Group Manager, [email protected]
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
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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’’
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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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”
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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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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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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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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