Moving from Web-based collaboration to the mobile arena - Mobile, Task-Oriented Solutions Nimrod Geva Product Group Manager, KWizCom

Introduction KWizCom Business Card Founded in 2005 Headquartered in Toronto Global provider of add-ons and services 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. KWizCom Business Card Founded in 2005 Headquartered in Toronto Global provider of add-ons and services 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

3 Subjects Implementing Smart SharePoint mobile solutions Faster & easier to use

We all are going mobile! 4

What does SP2010 have to offer mobile users? 5

6 In SharePoint 2007

Mobile Views 7 The portal becomes a list of lists

8 What does SP2010 have to offer mobile users ?

9 Demo SharePoint 2010 mobile pages

10 Add “/?mobile=1” to get the mobile view of any page DEMO

11 DEMO

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’’ 12

13 Demo Trying 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..

So..what’s missing? I DON’T need to have our company portal’s UI inside my smartphone. (even if it looks great) 17

So..what’s missing? I DON’T need to see a long list of all the libraries and lists to navigate in. 18

So..what’s missing? I DON’T need the exact same generic list forms, with unnecessary fields and menus. 19

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! 20

So what do mobile users need ? A much more focused interface : Task-Oriented Context-Sensitive 21

The problem here is not new.. Information overload vs. Limited display size Limited time A “non-office” environment 22

What is Task-Oriented Interface ? 23

Context-Sensitive Interface Behave differently according to the current situation: Who I am, Where I am Type of information State of the current record 24

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 ! 25

SharePoint Mobile Extensions Smart, 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

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 KPIs  View my current leads  View the price list  Update follow-up tasks  Update current/new leads 29 and..do it fast without too many clicks..

30 This is the Web Sales workspace

31 This is how it looks using SharePoint mobile view

32 This is what I really need while I am out of the office

Create a new mobile page 33 DEMO

34 Let’s create a custom-tailored mobile sales workspace DEMO

35 DEMO

Create a KPI page part 36 DEMO

37 DEMO

38 DEMO

39 DEMO

Create an “Actions” page part, with 4 actions. 40 DEMO

41 DEMO

42 DEMO

43 DEMO

44 DEMO

45 DEMO

46 DEMO

47 DEMO

48 DEMO

49 DEMO

50 DEMO

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 owner Set status = Completed Set %Complete=100% 51

52 DEMO

53 DEMO

54 DEMO

55 DEMO

56 DEMO

57 DEMO

Going back to our Sales workspace home page Add action:  New follow-up task 58

59 DEMO

60 DEMO

61 DEMO

Add action:  New Lead:  Add “New Lead” list custom action  Use it in the mobile home page. 62

HELP DESK SUPPORT CALLS MANAGEMENT DEMO

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 64 DEMO

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 65 DEMO

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 66 DEMO

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. 67

68 Summary

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 context Display only the relevant fields 69 √Less mistakes √Shorter update time √Less page post-backs √Less money to pay on mobile data plan!

Layers of a “smart” mobile interface Smart Forms Field-level dynamic visibility rules Dynamic default values Dynamic constraints Field-grouping 70 Custom Actions (Menus) Custom-tailored actions for lists and for list items Dynamic action visibility rules Integration of actions with workflows Mobile rendering Render interface according to type of smartphone Customizable mobile pages with “page parts”

SharePoint Mobile Extensions Smart, 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!

72 Q&A

73 Thank You! Nimrod Geva Product Group Manager, KWizCom