Mobile & Compliant MOBILE & COMPLIANT Peter Heather & David Costello

Mobile & Compliant Outline of the session “Mobile & Compliant” Introductions Problem Solution Demo Q & A AGENDA “We use mobile to verify credit & debit cards”

Mobile & Compliant INTRODUCTIONS ARETEN We provide IT services for Charity and not for profits. Services include….. Projects, Applications (BI, CRM, Mobile, Cloud, Digital) & Support. Our project consulting service offers help throughout the complete life cycle of the project. We work with some great partners to allow us to provide excellent services.

Mobile & Compliant INTRODUCTIONS PSI Mobile Mobile First Applications since 2004 Highly Regulated & Fast Changing Mission Critical for Government & Enterprise Solutions in 40 Countries

Mobile & Compliant THE PROBLEM What is the Problem with Current Practices Inefficient Process Poor Customer Experience Corporate Risk Digital Transformation – The 3 rd Platform Data Protection Regulatory Compliance Loss of supporter Lack of Insight Access to Resources

Mobile & Compliant THE SOLUTION If Corporate Risk is the Biggest Problem then what is the Solution? Stop everything – No Risk Control Everything – Low Risk Show Evidence of Control – Best Practice Continually improve Control – Better than the best Better Control – The friend with Benefits Reduced Costs – Onboarding, Training, Integration Better Customer Experience Agile Processes Real-time Insights

Mobile & Compliant DEMO

Mobile & Compliant DEMO Set up /Admin Forms & form design Connectivity ‘Fat’ client….still works when there are connectivity issues Workflow Managing the process through workflow rules Reporting/Analysis/Insight Rich toolsets and interfaces

Mobile & Compliant DEMO/GOOD EXPERIENCE/JOURNEY A => B => C All goes well and the journey and experience works for everyone….it is good to see this and the demo shows this

Mobile & Compliant DEMO/BAD EXPERIENCE/JOURNEY

Mobile & Compliant Q & A What resonates ? What are the issues and problems that you are concerned about? What are your challenges?

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Mobile & Compliant PROBLEM ANALYSIS User stories

Mobile & Compliant PROBLEM ANALYSIS User stories

Mobile & Compliant PROBLEM ANALYSIS User stories

Mobile & Compliant PROBLEM ANALYSIS User journey

Mobile & Compliant PROBLEM/SOLUTION Customer Journey for on street fundraising can be improved. 1.Improve the journey and the positive experience to increase income 2.Retain supporters 3.Automate and improve current paper processes 4.Compliance & regulatory 1.New data legislation with ‘teeth’ (5% of turnover) 2.Apply the workflow and rules to be compliant 5.Reputational damage 1.To charity brand and the charity sector brand 2.Bad practice from one effects the income & reputation of all in the sector 3.Share great practice and continually improve 6.Current processes are often complex and high cost, take a long time & are open to risk

Mobile & Compliant SOLUTION Compliant & managed Help to acquire supporters & help with retention. On street mobile fundraising solution. Outsourced on behalf of client v charity to own & use the system More opportunity to manage the process The set up Admin/set up, roles, access controls Device management Security assumption…..assume the device will be lost! Workflow Applying the business rules and processes Compliance Regulatory Lessons from Utilities & Telcos in highly regulated sectors