Monday, November 16, 2009
Trimble, Rail Road Maintenance and Asset Management
We have also been involved in numerous projects (here in Australia) that involved how to effectively manage rail road maintenance projects and tasks using mobile handheld computers and wireless maintenance and work order management software applications. Any large company with assets and properties spread across a wide geographic area must find a way to effectively track and maintain them.
I remember riding in a train that was crossing Europe and seeing large amounts of materials and equipment disappearing beneath growing briar patches. I wondered who had originally placed the materials and equipment there, and then who had forgotten about it.
Large quantities of materials, supplies, assets and properties must be effectively managed through powerful asset management and asset tracking applications in the office. These applications in turn must synchronize with mobile handheld applications that can be used to document the GPS coordinates and condition of assets in the field.
We are experts in this field. Please contact us if you would like to discuss any of these issues.
Monday, November 9, 2009
Location Based Services, Mobile Software and Dynamic Mobile Inventories
Here is an additional scenario to consider - mobile inventories in trucks or delivery vans can follow a route, and as they approach each store location the LBS alert is sent out announcing to subscribers within a 3 mile radius of the limited time discount of certain products in the delivery vehicle.
It may be that the alert will attract a small group at each store, and after visiting 9 stores the inventory is all sold. However, if the inventory was only announced at one store, it would not have sold. This is an interesting concept for retailers to consider.
Tuesday, November 3, 2009
Mobile Applications for Estimating Jobs, Service Tickets and Saving Time
Monday, November 2, 2009
Mobile Software and Score Cards for Field Services
The above score carding data is available in most work order management applications, however, it is rarely shown to the field service technicians. If the mobile workforce does not see it, then it can not be used for performance improvement. If the manager let's the field services teams see their performance and see how it rates against all others, they will often be motivated to improve their personal performance.
The concept here is to provide mobile software with performance score cards that field service technicians see daily. This data can be synchronized to the mobile devices from the ERP or company accounting software. Create a performance and profitability dashboard for mobile handheld computers that encourages the field services team to compete with each other, and published industry benchmarks. Encourage good performance, with bonuses and other rewards, that deliver long term profitability. Let your teams become part of the solution, and correct their own issues through visibility and peer pressure.
Contact us if you are interested in mobile field service score carding applications or other mobile software solutions.
Wednesday, October 28, 2009
Mobile Business Intelligence Apps Linked to GPS
They have a true business intelligence client solution designed from the ground up for iPhones. It connects with the QlikView server in the office, which performs the business intelligence, and provides the information wirelessly to the iPhone.
Based on the GPS coordinates of the iPhone, the QlikView application can be configured to automatically provide customer sales information to the iPhone.
There is a free demo version available for download here.
Very nice concept!!!
Sunday, October 25, 2009
Small Mobile Service Businesses Using Rugged Handheld Computers and Smart Phones
Wirelessly dispatching service tickets to service technicians with Smart phones or rugged handheld computers is one obvious and relatively simple way to make things more efficient. You remove the need for a person to call the service technician and read the service ticket information while the service technician takes notes.
If you have 20 service technicians in the field, the average service company would have a full time dispatcher just calling service technicians all day. Each service technician could easily spend 30 minutes a day just on the phone with the dispatcher. That is easily 600 wasted minutes per day. That equates to a lot of unnecessary expenses and lost opportunity costs (lost opportunity to complete more work orders). This should be an electronic work order that is wirelessly dispatched and just vibrates your Smart phone.
Many small companies are run by an owner/operator. The mobile owner/manager is able to take customer calls while on the road and enter work orders and job assignments on his handheld computer, dispatch the job to his team and keep working in the field. All the work is electronically documented on handhelds and synchronized back to his office accounting and work order software without human intervention. Read this article for related information.
These above capabilities are very compelling to a small business. You have full business visibility on the Smart phone or rugged handheld. You don't have the high admin cost for the office. You can run very small operations very efficiently and with built in quality assurance.
If you are here in Australia and would like to discuss your needs for mobile applications please contact us.
Thursday, October 22, 2009
Integrated Solutions and Mobile Software Applications for Route Sales
- The Future of Mobile and Route Sales Applications for Smart Phones, Part 1
- The Future of Mobile and Route Sales Applications for Smart Phones, Part 2
These strategies are very interesting as they help businesses realize how much more efficient they could be. So many of the activities that sales people do are not selling product, but conducting all the background research and preparation for the sales calls. All time not selling in front of customers must be considered an investment. Is the investment a good one? Not if it is simply busy work that does not help close deals.
Mobile sales people and route sales people should be out with the customers. Anything the company can do to make that time more efficient and increase sales is a good idea.
Mobile software applications don't have to be expensive. They can be done in phases so the business can start receiving value immediately. Each phase of a mobile software project can build on the last until you have a powerful solution that helps sales team maximize their sales.
If you would like to discuss mobilizing your business processes please contact us.
Monday, October 19, 2009
Geotagging, Equipment and Asset Management with Mobile Handhelds
Many field services companies involved in the repair and maintenance of equipment offer their customers annual service contracts. In these contracts, the service company will agree to a limited set of inspections, services and maintenance tasks on certain equipment for a given time period. The field services companies limit their exposure to loss by limiting the services included in the annual services agreement. It is very important that the services company run a very efficient operation in order to generate a profit on these contracts. This related article discusses some of the mobile software applications and IT systems strategies that can be implemented.
Geotagging, in the context of Asset Management and equipment maintenance, means you can identify the exact location of the equipment you have under contract. How? Someone geotagged all of the equipment and entered it into a database. This can easily be done with a GPS enabled handheld computer with a mobile data collection software application. A person walks around and geotags all of the equipment and wirelessly synchronizes this data with their asset tracking and maintenance system. Now the exact location of the equipment can be shared across applications.
Here is one use case - you may have agreed to an annual contract to service all of the air conditioning units in a specific business complex. Within this complex are a variety of air conditioning brands and models. The service company may also have different service technicians certified to repair and service the different brands. As a result, it is very important for the service technician to service as many of his certified units as possible when he is at that location to save on travel time and fuel costs.
Geotagging helps the service technician know the location of all units that need serviced. It could be the latitude and longitude, street address, campus, building number, floor, room and location in the room.
The service company, for efficiency sake, would want to schedule a service technician to inspect and maintain all of the units at the same location at the same time. At least the ones he is certified to service. Therefore, the service company could schedule a day and time, and prepare a map of the equipment locations, so the service technician could complete his tasks as fast as possible.
Geotagging is not just for static objects. Asset tracking, which often means placing GPS tracking units that wirelessly report their locations on various movable equipment is also very relevant. We will discuss this component in a separate article later this week.
A good scenario would be for the service technician to wirelessly receive a dispatched work order on his rugged handheld computer. The work order would list all of the required services and tasks for each piece of equipment and their asset tags and geotags. The tasks on the work order would be in the exact order that the equipment could be found. The result is a fast and efficient service call that is very efficient and requires only one visit to service all the units.
The completed work order is wirelessly synchronized back to the service company's ERP or CMMS (computer managed maintenance system).
Vehicles and fleets of vehicles are also very important assets that need to be tracked and managed. Since these are moving assets solutions specifically for real-time fleet tracking are available as described here.
If you would like to discuss this topic in more detail please contact me.
Monday, October 12, 2009
40 Reasons to Convert from Paper Processes to Mobile Applications on Smart Phones and Handheld Computers
- Eliminate time spent in the re-typing data collected in the field.
- Reduce time spent on the phone dispatching service tickets, rather dispatch direct from your office computer to the mobile handheld computer in the field.
- Send driving directions in the mobile work order to save driving time and fuel costs.
- Save driving time by wirelessly synchronizing work orders with the office.
- Reduce fuel costs by minimizing the need to drive back and forth to the office to deliver paper work.
- Provide better customer service by accessing their account information via wireless connectivity on your handheld computer.
- Improve the efficiency of field data collection by using barcode scanners or RFID readers for rapid asset tracking.
- Improve the quality of work by providing real-time management visibility to work being done in the field.
- Create and schedule service tickets direct from the field. Reduces the need for an administrative intermediary.
- Immediate invoicing for faster collections and better cash management by synchronizing with the office accounting system or by using a mobile printer and credit card swipe machine on the handheld computer.
- Proof of work – GPS audit trail of work with date and time stamp documents location and time of work. Reduces invoicing disputes.
- Reduce introductions of human errors with automated business processes and systems integration. Move electronic data from the field to your database applications without human intervention.
- Ensure complete data is sent from the field – incomplete data wastes time tracking down later.
- Avoid handwriting and translation errors by pre-populating electronic form information.
- Validate answers on mobile handheld PDA forms – to ensure data accuracy.
- Take digital images to document work and avoid invoicing disputes.
- Push data to the handheld and avoid time communicating information on the phone and writing on note pads.
- GPS tracking for reduced travel time and lower fuel consumption.
- Compute and analyze data on the handheld in the field – programmed analytics can help field users make quicker and better decisions.
- Automated business processes - your mobile application can be configured to perform all kinds of automated business functions, queries, computations, analytics and many more time consuming features automatically based on data input or buttons pushed.
- Enforce business processes for efficiency and best practices - mobile software solutions can be configured to ensure the field user follows the appropriate business processes.
- Avoid lost data —capture data immediately and sync to headquarters.
- Avoid undocumented inventory usage and unbilled time due to forgetfulness. Enforce real time data entry at point of work.
- Require clock in and clock out at jobsites to document the accuracy of work/time estimates.
- Train new service technicians and inspectors with audio memos or video clips.
- Capture digital signature for proof-of-delivery and proof of work on handheld computers.
- Query for available mobile inventory in nearby work vans to save travel time, inventory and fuel cost.
- Use product and services information on handheld computers to up-sell.
- Query latest shipping status and/or inventory levels via handheld computer while onsite with customer.
- Automatically capture date and time stamps on your mobile handheld computer to document work and inspections times to limit liability and invoice disputes.
- Use mobile technologies as a competitive advantage and show instant visibility to work, shipping status, schedules, inventory and account status.
- Demonstrate to potential customers the competitive advantages of including GPS, time and date stamps, digital images, audio memos and more to document work and synchronize with the office using your handheld computer.
- Download product warranty information to the handheld computer for review and presentation at the point of work.
- Using rugged handhelds are often easier to carry around at job sites and are more durable than using laptops—lower ownership costs.
- Mobile handheld computers with barcode scanners capture data quicker than typing on a laptop.
- Combine your phone, GPS device, laptop, digital camera, paper forms and barcode scanner all on one mobile handheld device to save money, weight and support costs.
- Combine job estimates, inspections, work orders, mobile inventory, time sheets all on one mobile application and one synchronization platform to mobilize and automate the entire business.
- Scale your business by lowering administrative costs and the administrative work required to run the business.
- Improve profits by analyzing real-time data collection on handhelds to understand the amount of time each task takes—so better scheduling and estimates can be implemented.
- Push data to the handheld and avoid time communicating information on the phone.
If you would like to discuss any of these topics in more detail, or to discuss your mobile project or application requirements please contact us.
Mobile Applications, Location Based Systems for Inventory Management
If you would like to learn more about these kind of mobile applications please contact us.
Friday, October 2, 2009
Mobile Application Workflows and SAP ERPs in Australia
Let's begin by recognizing that it is often the service technician that is face-to-face with your customers. They are the face and personality of the service company. The actions they take, the words they say, the professionalism they display and the quality of work they perform all impact the customer's perception of your company and their willingness to continue to do business with and refer your business to others. Since the activities that happen in these remote and mobile jobsite environments can have such a big impact on your business, wouldn't it be important that you ensure the best quality work and presentation of your company? This is where automated workflows on your mobile devices comes into effect.
Let me now outline a process that you may want to consider when designing a mobile application for use in the field.
- Outline the tasks and actions you want each service technician to perform at the customers location. Examples - Greet customer by name, give business card, thank them for their business, ask about animals or children that my be in the work area, interview the customer about the problem, understand the customer's schedule, understand how the customer will pay, is there a warranty or service plan, provide estimate, complete work, get customer's signature, etc.
- Once all of the "best practices" tasks are identified for a generic service call, complete the same process for the other kinds of service calls you may have. For example: a warranty process has 11 tasks, an annual maintenance call has 16 tasks, an emergency system repair for HVAC equipment has 19 tasks.
What does this process look like on a mobile handheld computer?
- The workflow processes should be a layer in the mobile application that is tied to a specific set of screens that go with the workflow. If the mobile application has multiple workflows, then the first step is for the service technician, or the service ticket itself, to identify which automated workflow is most appropriate for the needed service. This then launches the appropriate process/workflow on the mobile device.
- If the automated workflow consists of 17 steps/tasks, then this workflow will dictate that mobile form fields including check boxes, radio buttons and data fields are completed in the right order and with valid data entries.
- If the service technician skips a step an alert sound or pop-up message should guide the service technician to finish the process and continue it in the appropriate manner.
- Automated scorecards can also be created to monitor the performance of service technicians to the standards and detail any exceptions to the process so they can be analyzed for process improvements over time.
- Brief customer surveys can also be provided for the mobile handheld computer to tie the customer's opinion of the service provided with the exact service order and service technician. It is great to reward the service technician for work well done.
If you would like to discuss this topic in more detail, please contact me.
Tuesday, September 29, 2009
48 Questions to Help You Select the Best Mobile Handheld Computers
- What environment will you be working in - is it hot, cold, wet or dusty?
- Are there explosive vapors or explosive powders?
- Is it a clean office environment, or a muddy and rugged outdoors environment?
- Is the user in and out of vehicles all day?
- Is your software application focused exclusively on bar code scanning, RFID reading, GPS, or do you need a multi-purpose data collection device?
- Will the hardware configuration ever need to be changed? Some handhelds can be configured at will; others are locked and can only be used with the original configuration.
- Will the device be used as a primary phone, or is it focused on data collection?
- What hardware requirements does your mobile application require?
- Will the battery last long enough to complete your daily work between charges? Do you need back-up batteries? Can you use batteries purchased at the local market, or are they vendor specific?
- What is your budget? What does the value of using a handheld computer justify spending?
- Do you have enough budget to purchase or develop the mobile software and hardware you need?
- Does your budget only allow for low cost consumer devices?
- How many replacements(of a consumer device) does it take to equal the cost of a ruggedized handheld?
- How do you replace broken devices? Can you get a replacement service in 24 hours, or must you wait a week?
- What kind of support contracts and warranties are available?
- How long will your new handheld computer be supported, serviced and manufactured by the vendor? Is it near end of life and being discounted for a reason?
- Can you upgrade the operating system when Microsoft releases a new version of their mobile operating system?
- Can you use standard laptop data cards in the handheld, or do you need to pay for high priced vendor specific cards?
- Can you view the screen effectively in the sunlight?
- Does the bar code scanner work effectively in real-world environment? Some scanners cannot scan effectively through glass or plastic.
- Is the size and weight of the handheld appropriate for the user and environment?
- Can your handheld computer support all the add-ons you require at the same time? Some devices can only support a specific number of add-on components so you are forced to choose. Some cannot support both a GPS and a data card at the same time. Some devices cannot support both a bar code scanner and a GPS add-on. This is an important consideration.
- Do you need only a touch screen and navigation pad, a number pad or a full QWERTY keyboard? This is very important for user acceptance.
- Is the handheld device also going to be used as a phone? Is a 2 pound industrial grade handheld really a usable phone?
- Does your low cost consumer grade PDA need a rugged case like the ones Otterbox sells?
- If you only have a budget for a low cost device, does it support the battery life and add-on components you require?
- How will the device be transported around a job site? Will it strap to a belt, swing from a shoulder strap, sit in a holster or be mounted to the dashboard of your truck? Does your device support your chosen method?
- Where is the closest inventory of extra handheld computers? Where is the closest repair depot?
- Will your vendor loan you a device on trial?
- Can you rent the handheld if you only need it for a short-term project?
- Does your vendor take trade-ins on your old handheld computers?
- Can you get the same exact handheld, under a different brand name for less?
- How will your handheld computer send data back to the office? Cradle sync, WiFi, bluetooth, wireless data card, GPRS/GSM, CDMA?
- What size screen do you need? Some devices like the Jett-Eye have a "landscape view" others a "portrait view" many have different sized screens. What do you require?
- Do you need an integrated digital camera? Do you need a low or high resolution camera and does your device support it?
- Does a refurbished device from Ryzex make better sense that a new device?
- Where is your vendor's office? Are they in the neighborhood or on the other side of the planet? Does their location offer you the support and attention you deserve?
- Does your handheld computer run on the same operating system that your mobile software solutions requires? I have had customers order Windows CE devices for their Windows Mobile application. It did not work.
- Does your handheld computer come with a pistol grip or other straps that help you avoid dropping it?
- Can you comfortably hold the device in your handheld and complete your work? Some devices have scanners on the side, on the end or underneath.
- Can you effectively view the data you need? Some jobs simply require a full keyboard and a full screen for viewing large CAD files or Maps. Does your screen size match your requirements?
- Where will you store the device when you use the washroom? One of my customers used Tablet PCs and they kept breaking when they slipped off of the sinks in the bathrooms.
- Does the mobile device you select support the RFID reader you need for distance and accuracy?
- Does the battery in the mobile handheld last long enough after you have added on all the additional hardware accessories? Each added radio uses more energy.
- If you have dozens of handheld computers, how will you charge them all at the same time? Do you have a docking station that allows for all of your devices to both charge and synchronize at the same time?
- Do you need wireless data plans, or does batch synchronziation after each shift work?
- What wireless carrier and data plan provides the best service and cost for you? Does that wireless carrier support your mobile device?
- Does the wireless carrier have sufficient coverage for your workers?
Monday, September 28, 2009
Mobile Application Development Strategies here in Australia
- Radios - Bluetooth, wifi, RFID, GPS, Phone
- Data collectors - RFID, barcode scanners, digital images, voice memos, GPS, credit card swipers, mobile applications and forms
- Databases, synchronization technologies
- OS with downloadable applications
Mobile applications have many unique requirements. Among these requirements are:
- GUI that can be resized quickly based upon the mobile device used
- Data collection fields and forms
- Mobile application workflow engine and validation features
- Data validation features
- Framework for pulling in data from third-party data collection hardware and software applications (barcode scanners, RFID, GPS, voice memos, credit card swipers, databases, etc)
- Mobile database (small databases optimized for mobile devices)
- Synchronization technology on the mobile device and on a central server
Mobile software application developers will want to find a good development toolkit for efficiently creating mobile applications. These toolkits can assist in quickly creating:
- Application GUIs
- Mobile databases
- Synchronization scripts
- Business Process Workflows
- Integration with third party data collection applications
- Tools for interacting with various button configurations on mobile devices
- Data validation features
- etc.
- Mobile application workflow engine (as described in this article)
- A mobile software kit based on your back-office ERP or database
If you have not developed industrial strength mobile applications before, it may be good to work with some experienced mobile application developers on the first few. If you are in Australia, you can contact us to discuss your mobile application requirements here. There are strategies that experienced mobile application developers employ that can save you much time and pain.
Wednesday, September 23, 2009
11 Steps to a Successful Mobile Software Development Project
Step 1 – Understand the ROI/Scope of the Project and Plan Ahead
“What’s the number one reason a mobile project fails?” is a common question we get asked. The answers are that many companies don’t put enough upfront thought into defining the requirements, scheduling testing resources and planning a deployment strategy. The results of these deficiencies are project scope creep, cost overruns, missed deadlines, poor user acceptance and sometimes even complete project failure.
Step 2 – Build a Team of Stakeholders
Make sure the members of your team have the right roles and responsibilities to help the project succeed. Mobile solutions usually tie into other corporate IT assets and business processes, therefore impacted members of your IT department and business units need to be on the project team. In addition, a representative mobile field worker(s) should be included on the project team to provide valuable “real-world” insight. Don't forget the folks running the IT helpdesk. They are likely to get called when the mobile handheld PDA runs out of battery, memory or needs repaired or replaced.
Step 3 – Select a Partner That Specializes in Mobility Solutions
Performing successful data synchronization from mobile computing devices can be a challenging and complex task. There are many variables that can affect the results of synchronization. To insure you get your solution done correctly the first time, you need experienced experts in mobile technology. You need technologists in Australia, who specialize in the design, development, deployment and support of enterprise mobile solutions.
Step 4 – Know Your Target Users and Their Environment
During the planning and scoping phase of your mobile project, take time to experience the working environment of your mobile workers and observe the business processes in action. Pay specific attention to how information is collected and exchanged between the office and the mobile workers. These observations can significantly impact the design, development and deployment of a successful project! Evaluate the physical environment of the work. How do moist, cold and dirty environments impact the mobile devices? How does low light or bright sunlight affect visibility of the screen? Can workers read the small text on the PDA screen, or does the text need to be larger? Step 5 – Don’t Underestimate the Complexity of Synchronizing Field Data
Step 5 - Understand the technical challenges and issues
One of the biggest mistakes a project planner or IT department can make is to underestimate how complex data synchronization can be. Part of designing a solid and reliable mobile solution is to select robust synchronization middleware and to spend time designing and testing the data synchronization. Without the right middleware and design your end users could encounter issues such as extra long sync times (hours, not minutes), duplicate records, incomplete data, lost data and even database corruption. Every one of these issues will trickle down to your support department, so designing it right the first time is very important.
Step 6 – Build in Phases
Most successful projects involve a series of phased implementations. Each phase can be developed, tested and implemented in an orderly manner. Once a phase is deployed and proven, additional phases can be layered on top that include more features and added complexity. Remember, the more data requirements that you add the more data you must synchronize, and the longer each synchronization session will take. Only synchronize data that your remote users require in the field. In addition, most mobile devices don’t have the same CPU power or memory as a PC/laptop, so be aware of how the performance of your solution will be affected by a smaller, lower powered device.
Step 7 – Evaluate Your Hardware and Connectivity Needs
The term “mobile devices” can have many different interpretations. Today, laptops, Tablet PC’s, UMPCs, PDAs and Smart phones are all identified with this term. When determining the best mobile device for your project you will want to consider screen size, data storage capacity, security, physical working environment, required hardware accessories such as barcode scanners, GPS, digital cameras, RFID, and the ability to upgrade the device with updated hardware and software components.
How do you connect your mobile device to your enterprise database applications? You have many options including cradle, WiFi, satellite, Bluetooth, wireless, dial-up modems and satellite uplinks to name a few. The method(s) you choose will be affected by how often your mobile workers need to send/receive data. How much data will be transmitted and will they always have connectivity. Study each option, your working environment and consult your mobility partner to make the best selections.
Step 8 – Deploy to a Limited Focus Group, Evaluate and Improve
Once you have completed version 1 of your mobile solution and you are ready to deploy in the real world, roll out your solution to a small group of trusted and motivated users. Define a specific period of time to evaluate the solution, document the results and identify any required changes and improvements. The result of this evaluation should be an improved mobile solution that is ready for wide deployment.
Step 9 – Set and Enforce Hardware and Security Policies
Mobile devices are small computers with the ability to store sensitive corporate data, communicate this data over the Internet and even catch viruses. You must clearly communicate how mobile devices are to be used and for what purpose. Establish and publish guidelines for using mobile devices.
Step 10 – Provide Full Support for Mobile Users
Mobile devices are guaranteed to break. What is your plan for keeping a mobile worker productive and communicating business critical information when their mobile device ceases to function or gets misplaced? These are inevitable issues that are best planned for in advance. Have a plan and a documented back up process.
Step 11 - Select a technology partner that understands your business applications and ERP.
If you use SAP, make sure that the mobile technology partner you select is also an expert in SAP mobile.
If you would like to discuss in more detail please contact us.
Monday, September 21, 2009
SAP and Mobile Software Application Workflows in the Field
Once the perfect business process is proven it needs to be implemented and automated. Why automated? Because humans are forgetful and have even been known to be from time to time lazy. They want to cut corners and avoid that which is tiresome. Automation enforces and manages the perfect business process.
For years software vendors and ERP developers like SAP have developed applications that help design workflows and workflow engines to run them. These provide the technology infrastructure within the enterprise to automate these business processes and to ensure they are followed, however, once an employee exits the building and drives away in a company van to perform a task remotely, the automated business process breaks down. Suddenly, the business processes that you have spent years perfecting are useless. The employee has broken the "connection" and walked out the door to freedom.
Even today, most mobile field service workers leave the building with a clipboard and a stack of paper service tickets or work orders. How they perform their work, in what order and the processes they utilize in the field are now unsupervised and up for interpretation. The field service technicians often don't much care for the business processes designed by the teams of MBAs in suits at the office. They have their own preferences and opinions about how things should be done, and in remote jobsites who is going to argue?
Many large companies have up to 40% of their employees working remotely and/or in the field on jobsites. How can the SAP or other ERP Business Process Expert design and implement business processes that can be utilized and enforced in mobile and remote locations? This is a challenge worth resolving.
Think about it, a company pays tens of millions of dollars implementing SAP internally and designing business processes and workflows to operate their enterprise. Yet for many services based businesses the money is earned outside the office at remote locations. The location where the customer interaction takes place and where the money is made is often devoid of best in class business process automation.
Mobile applications that need to synchronize with ERPs, should implement mobile workflow support. This requires a client server architecture whereby the mobile client software understands that a workflow or event manager is associated with a particular process and the server also understands that it is both producing and consuming data with the mobile device that is part of an event or workflow. Let me provide a scenario.
A service technician has a ruggded PDA or other mobile device on his belt. He receives an alert that he needs to be dispatched to a jobsite. This initiates a business process with a workflow associated with it. A series of tasks that make up the dispatch and completion of a service ticket are now initiated. The tasks may include:
- Dispatch receives a service call
- This initiates a series of tasks including estimating the availability and analyzing the location of all service technicians in the area.
- Once the nearest available service technician is identified a service dispatch can be sent
- Service technician confirms availability and accepts the job
- Least cost and fastest routing information is sent
- Service technician arrives at the jobsite and pushes a button on his mobile device annoucing his arrival.
- Arrival message synchronizes with the server workflow or event manager notifying dispatch of his location on site.
- The workflow may include an inspection, detailed findings, proposed solution, repair and collection of the fee
- Any parts needed will be automatically deducted from the service vehicle's inventory
- The workflow can also include sales and marketing activities such as promoting an Annual Service plan or equipment upgrade to the customer
- The repair is complete, the customer's digital signature is captured and dispatch is notified
- The service technician is available for another job
SAP has a solution called Event Manager. It is designed to manage activities happening across a geographically dispersed supply chain. It requires data input via B2B and EDI data communications. Similarly, mobile applications can feed data into a centralized workflow or event management solution that helps support and ensure best practices across remote jobsites.
A workflow engine and a mobile client version of a mobile workflow engine is required by companies that want to standardize business processes in the field where interactions with customers take place and where revenue is earned.
To discuss this subject in more detail or other mobile applications we have implemented in Australia please visit our website or contact us.
Friday, September 18, 2009
Mobile Software Applications - 58 Questions the IT Helpdesk Needs to Know
- Who does the field worker call if there is a mobile device problem?
- Who does the field worker call if their mobile application is not synchronizing?
- Who trains new employees on how to use the mobile application?
- If there is a mobile software problem, who fixes it - IT, consultant, contractor, or your systems integrator? How do you get in contact with them?
- Who does the field worker call if the mobile application needs edited or upgraded?
- If the user downloads a new version of the mobile operating system and the mobile application doesn't work, who will repair it? How do you prevent mobile users from downloading new software applications that might break the system?
- Who defines the business process you are mobilizing? They may need to approve any changes to the business process.
- Who controls the security of the device? How do you set-up a new user to securely access the enterprise database? What kinds of security rules must the field user follow? Do different users have different security profiles? Is there a standard set of rules for mobile devices across the enterprise?
- Who controls access to the enterprise database application (a DBA)?
- Will the Database Administrator allow you to synchronize data directly to their enterprise database application, or do they want a "staging database" or API layer to review all data before it is loaded to the enteprise database application. They will likely be involved in any future changes to the mobile application.
- How many different enterprise database applications are synchronizing with a mobile device? If there is a sync problem, how do you know what database applications may be impacted?
- If you hire an additional field worker, how do you order an additional mobile device? Whose budget covers this? Who is the vendor? What support plan or insurance plan should be included?
- Who decides if the new mobile device needs to be ruggedized or a consumer grade? What level of ruggedness is required for the specific user?
- Do different job functions require different devices, carriers and wireless data service plans?
- Who decides what brand of mobile devices are going to be the company standard?
- Where do you purchase your mobile devices if one breaks or you need to add one to your inventory? Do you have a corporate discount or volume discount?
- How do you control the variable costs of using a data plan from a local wireless carrier? What happens if the costs of the data services gets out of control? Who pays for it?
- Are the mobile devices or the mobile software solutions under warranty?
- Is there a yearly support contract IT needs to know about? How much? Whose budget?
- What is the account number the warranty is under?
- How do you set-up a new data plan with your wireless carrier? Who does that in the company? What is the account number so you can add subscribers? Whose budget pays for it?
- What happens when Microsoft releases a new Windows Mobile operating system and you can only purchase mobile devices with the new OS on them? Who is going to upgrade your mobile software solutions so they work with the new OS?
- What happens when the field engineer tromps off across 2 miles of muddy field to work at a construction site, but the battery on his handheld computer is not fully charged and it dies about 10 minutes after he gets there? What is the backup battery plan?
- What happens when text messages, photos, videos, music, and 97 saved solitaire games claims all the memory on the PDA and the Construction application becomes either too slow or unreliable because of low memory?
- How do you know when your mobile workers are synchronizing the latest information? You don't want mobile workers going days without synchronizing their device.
- When you send an updated software application to your mobile workers, how do you know who is using the new application and who is still on the old?
- How do you disable synchronization on a lost mobile device?
- How do you kill and/or protect your data on the mobile device if it is lost or stolen?
- How do you keep track of which workers are using which mobile devices? If there is an operating system update, or firmware update, how do you know who needs it?
- What is the process for bringing mobile handhelds into the IT department for repairs and upgrades? Is there a central location, or should various locations be scheduled on specific dates.
- If you are taking care of many different mobile field workers and many different mobile devices with a variety of operating systems and screen sizes, how do you track who gets what?
- If you have a project manager that requires visibility to more data than other workers, how do you manage different views on the handheld computer?
- Some mobile projects require different levels of security, for different levels of data visibility. How would you manage and track that?
- Some applications require barcode, RFID, GPS, digital camera and other specialized data collection accessories, while others don't. How does the IT Helpdesk track the brand, version and other details of these accessories?
- If a dump truck backs over your supervisor's $1800 ruggedized computer and crushes it into hundreds of unidentifiable pieces, how do you get a replacement out to the supervisor with the exact application and data that is required?
- If a mobile device needs repaired - what is the process for keeping your field workers operating without it? Do you have a stock of spare mobile devices?
- How do you deploy new mobile applications to your 1,300 mobile device users? Must they bring all their devices back to the IT department, or can you publish new applications directly to the handheld computer?
- How do you support the mobile device, when the user has limited computer knowledge and is sitting on the top of a utility pole? What tools can the IT Helpdesk use to help diagnose problems?
- How do you recognize a defective mobile device that is being shared by 12 different mobile workers? Do you have a method of identifying which problems are being reported on a particular device or are you logging support calls only by users?
- What is your process for dispatching work orders to service technicians when they are disconnected or out of range of cellular and wireless networks? A process needs to be defined.
- What is your synchronization plan for each mobile worker? Can they sync in the morning and evening at their office desk, or do they need to sync every 5 minutes or in real-time?
- What is the synchronization plan for a service technician that rarely has wireless network access? Does it justify a satellite up-link? (Sears Service Technicians use both)
- How do you know when information was successfully synchronized with a mobile device in the field? Can you see and determine the success of the synchronization from the IT Helpdesk?
- What is an acceptable synchronization time? Is it 20 seconds, 2 minutes, 20 minutes? Does the IT Helpdesk know what times are acceptable so they can consider this when configuring a new user?
- How much data can be synchronized in a given period of time on the chosen connectivity option? Is that an acceptable speed for the task at hand?
- Who determines the hardware requirements that support the mobile application and desired synchronization speeds?
- When a new mobile software application is developed, who tests its operating speed on different devices, processors, memory levels and connectivity options to determine what is acceptable and what is not?
- When you are updating or reconfiguring an enterprise database, how do you know what mobile applications and mobile users will be impacted by these changes? How do you manage this update process?
- How does the IT Helpdesk know which one of the 17 mobile applications on the handheld computer is having a synchronization problem?
- If you are supporting 174 work crews and their mobile devices around the globe, how do you know where they are located, and who is responsible for them?
- How does the IT Helpdesk know if a mobile device is using a cradle, modem, bluetooth, wireless, USB, satellite or Cellular connection to synchronize? The IT Helpdesk really wants to know before they begin working on the issue.
- What wireless carrier, technology and through-put speed is the mobile device using? Is it GPRS, GSM, CDMA, Edge or some other network configuration?
- Do you need to stagger the synchronization times? One of my clients had a problem with 300 mobile workers downloading large product catalogs all at the same time each month. The first Monday of the month. This caused a bottleneck and slow downloading time.
- What do you do with old and retired mobile handheld devices? Companies like Ryzex buy back old handheld mobile devices and recycle them.
- What rugged or semi-rugged cases are required to protect the mobile device?
- What add on assessories are supported on the mobile device? Ear pieces, GPS, add-on RFID, barcode scanners? Who supports these and where do you order replacements?
- Does the same mobile application work on rugged mobile handhelds as mobile consumer devices? What employees get the different levels of rugged devices?
- Do you have a corporate account with a mobile device reseller that will repair all of the different mobile devices or do you work with many different vendors with different support and warranty plans.
Friday, September 11, 2009
SAP ERP and Mobile Applications for IT
MORRISVILLE, NC -- 08/17/09 -- Redwood Software, an industry leader in delivering enterprise and mobile software, today announced immediate availability of the Cronacle Mobile(TM) Alerting Service for the iPhone(TM) and iPod® touch. The Cronacle Mobile Alerting Service enables IT staff to receive and respond to alert notifications in real time on their mobile device. With Redwood's new service, customers' IT departments using SAP® solutions gain unprecedented portability, visibility and control of business processes and the enterprise systems that underlie them.
Today's announcement of the Cronacle Mobile Alerting Service follows Redwood's recent launch of Cronacle Mobile, the first iPhone business application for enterprise process automation and job scheduling. The Cronacle Mobile Alerting Service extends the capabilities of Cronacle Mobile by taking advantage of the new Apple Push Notification Service (APNS) to deliver time-critical system information immediately to the iPhone or iPod touch.
"We are very excited to deliver a solution to our customers that is as mobile as they want or need to be," says Tijl Vuyk, CEO and president of Redwood Software. "With our new alerting service we extend our mobile platform so customers can monitor their systems, and receive real-time notifications wherever they are and whenever issues require their attention."
Cronacle Mobile Alerting extends the benefits of mobility and remote management to any back-end systems which run Redwood's industry leading process automation and job scheduling solutions, including Redwood Cronacle® and the SAP Central Process Scheduling application by Redwood. All SAP and Redwood customers can use Cronacle Mobile Alerting to manage their entire enterprise landscape, including both SAP and non-SAP applications.
If you would like to discuss this topic or other custom mobile applications for SAP please contact us.
Mobile Applications - Hosted or Not?
- Is the enterprise software application that you want to connect to your mobile handhelds, an off-the-shelf application like SAP, SAGE, MS Dynamics or Quickbooks?
- Is the mobile software application simply a mobile front end (GUI) to the back-office application? Does it do basically the same thing you would do on the office application, but in a mobile environment?
Here is a real life scenario. SAP ERP does not handle work orders or service tickets well if they are not associated with a pre-approved purchase order. This is a problem in the oil fields as contractors and service technicians are often called to perform unanticipated work to fix or repair items. Since SAP does not like to receive unexpected invoices, Field Service software vendors have responded to this need by developing applications that convert these unexpected invoices into acceptable SAP formats that are integrated with SAP using standard integrations. These same vendors have created mobile work order applications that synchronize with their work order management systems. They have a standardized model that can be sold in a hosted environment.
Since the work order management application was an off-the-shelf software package, with a standardized integration to SAP, it could be offered in a hosted environment with a good business model.
If the work order management system was custom, and the back-office application or ERP was custom, then the mobile software application would need to be custom and there is no efficiencies in this scenario for a hosted solution.
If you would like to discuss this topic in more detail please email.
The ROI for Mobile Software Applications
- Eliminate time spent in the office re-typing data collected in the field: Enable field service technicians to synchronize information directly with the office database.
- Eliminate time spent on the phone dispatching service tickets or work orders. Both the time of the dispatcher and the time of the service technician: Dispatch electronic service tickets direct from your work order management system in the office with the mobile device of your service technician.
- Save time finding each work location: Send driving directions, or links, in the electronic work order that work with the GPS and mapping software in the mobile device.
- Avoid the high fuel costs incurred delivering paperwork to the office and picking it up: Synchronize the data direct from the field to the central database application.
- Avoid the time cost transporting paperwork from the field to the office: Synchronize the data collected from the field with the push of a button.
- Save time and provide better customer service by providing real-time access to enterprise parts, orders, and inventory data while in the field: Enable mobile access to customer history, product documentation, warranty information, inventory information, time sheets, work schedules and much more.
- Save time with field data collection by using barcode scanners and barcode labels, or RFID readers and RFID tags on assets: A quick scan with a handheld computer can automatically display all stored information related to the asset for quick review, edits and additions.
- Save time and reduce admin costs by creating and scheduling new service tickets direct from the field: Provide immediate invoicing for faster collections and better cash management: Allow field tech to print the invoice on a mobile printer at the job site.
- Save time and postage costs: Print the invoice and leave it with the customer at the job site, rather than wait and bill later from the office.
- Document proof of work completed to reduce invoice disputes: Leave a GPS audit trail of where work was performed and include a time and date stamp. Digital photo evidence of before and after work is also useful.
- Reduce the introduction of errors: Paper based systems are inherently slow and error prone due to human interaction, copying and re-typing. The more human hands that touch a paper form and add or edit data, the more chances that errors can be introduced to the data which will cause invoice disputes, inaccurate records and confusion.
- Reduce administrative costs by ensuring complete data is sent from the field, as incomplete or inaccurate field data can take hours of work to track down and correct: Send data from the field and ensure it is complete with data integrity features on the mobile handheld computers and rugged PDAs.
- Reduce administrative costs by avoiding errors and misinterpretations due to poor or misread handwriting: Create electronic forms with pre-made options, check boxes and lists, and by using onscreen digital keyboards.
- Reduce administrative costs by ensuring the accuracy of data: Validate answers in the mobile software application on the handheld PDA.
- Reduce time on the phone and dangerous note taking while driving: Push documents directly from the office to the handheld.
- Save time and fuel by providing electronic dispatch and least cost routing: Use vehicle and/or handheld GPS tracking to view your workforce locations. Handheld computers with GPS functionality can integrate with GIS and display the location of the field worker to help managers better organize service responses.
- Save time by developing computation and analysis features on the rugged handheld in the field: Programmed analytics can help field users make quicker and more accurate decisions and job estimates.
- Save time in the field by automating business processes in the mobile software: Mobile application can be configured to perform all kinds of automated business functions, queries, computations and analytics.
- Ensure quality work habits: Automate “best practices” into your mobile software application and provide visibility to managers.
- Automate quality and best practices - Activate the appropriate business process based upon the data entered: A specific answer can trigger the required business process.
- Reduce inventory loss - Avoid undocumented inventory usage and unbilled time: Enforce real time data entry before clock out or work order completion.
- Improve job estimates: Require clock in and clock out on work to document and analyze the accuracy of work estimates.
- Improve technician training: Train new service technicians and inspectors with audio memos or video clips in the handheld computer application.
- Reduce disputes by documenting deliveries and work with digital signatures, date and time stamps and barcode scanners on the handheld computer.
- Save travel time and fuel cost: Query available inventory in nearby company vehicles.
- Increase profit per customer: Use information on handheld computers to up-sell more products and services while onsite with the customer.
- Provider quicker and more accurate estimates: Query latest shipping status, schedules or inventory levels via handheld computers while onsite with customer.
- Increase warranty revenues: Include updated customer information on the handheld computer so the service technician can sell warranty and maintenance plans, new products and upgrades.