Moving from Web-based collaboration to the mobile arena -

Mobile, Task-Oriented Solutions

Nimrod GevaProduct Group Manager, KWizComnimrod@kwizcom.com

Introduction

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Subjects

Implementing Smart SharePoint

mobile solutions Faster & easier to use

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What does SharePoint 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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Add “/?mobile=1” to get the mobile view of any page

DEMO

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DEMO

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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

in my workspace.

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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 needto 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

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Task-Oriented Interface

“The task-focused interface is a type

of user interface that makes tasks, not

information, the primary unit of

interaction.”

Instead of showing me everything

Show me ONLY what I need!

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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 later than “Start Date”

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Example: Understand what tasks are

If the task was assigned to me,

I shouldn’t be able to change some

fields in the task

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Example: Understand what tasks are

If the task was assigned to me,

I shouldn’t be able to change some

fields in the task

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Example: Understand what tasks are

If the task status is “Completed”

It should be locked for editing

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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

IT Help Desk

Web/Mobile

solution

Demo

Support cases queue

Open support ticket

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Open a support ticket

Customer (Web)• Open support tickets• Unable to see any of the other

Help-Desk fields• See his tickets’ status

Technician (Web/Mobile)• Open support tickets

in behalf of customers.

Once a ticket is opened it is queued in the support cases queue.

Support cases queue

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Take ownership

Technician (Web/Mobile)• Take ownership on new tickets• View issues assigned to me• Unable to change the customer’s

reported issue

Customer (Web)• Gets notified by email• Unable to change the issue

description/open date once a technician starts working on it

• See his tickets’ status

Ticket assigned to a technician

Support cases queue

Update ticket

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Get status updates

Update ticket by technician

Technician (Web/Mobile)• Update ticket status

Customer (Web)• Gets notified by email• See his tickets’ status.

Support cases queue

Close ticket

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Get status update

Close ticket by technician

Technician (Web/Mobile)• Closes the ticket and updates

the resolution

Customer (Web)• Gets notified by email• See his tickets’ status.

Support cases queue

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Helpdesk manager (Web/Mobile)

• Monitor the HD department’s performance KPI’s (Web/Mobile)

• Assign delayed issues to technicians (Web/Mobile)

Technician (Web/Mobile)

• Gets notified by email when a ticket was assigned to him by the manager

• See his tickets’ status.

Monitor and manage

How can you get there?

Task oriented interface

Context sensitive interface

Better rendering for smartphones

How can we get there?

Customization

Development

3rd-party solutions

CustomizationCreate list forms for Mobile clients using InfoPath:

Include only relevant fields.Different forms for different target audiences.

Web parts including custom links for different audiences.

Development (not too deep)

Create a master page for mobile

Create a CSS for mobile

Use mobile rendering freeware

sourcecode

http://code.google.com/p/iphone-universal/

http://code.google.com/p/iui/wiki/Introduction

DevelopmentField-level permissions

View-level permissions

Dynamic custom buttons

Dynamic defaults

Dynamic field constraints

Better support for various types of

smartphones

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Of the shelf solution

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Summary

Smart mobile SharePoint interfaces

It’s not just about better rendering for mobile

Focused, task oriented interface

Context-sensitive list forms

√ Less mistakes√ Shorter update time√ Less page post-backs√ Improved productivity!

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Q&A

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Thank You!

Nimrod Geva

Product Group Manager, KWizCom

nimrod@kwizcom.com