An overview of common business use questions related to the iPad. Also. resource links and content that will be useful to anyone looking to leverage the iPad in a business environment.

1. Oct 27, 2013
INVENIO
ADVISORS
MOBILE CONCEPTS FOR BUSINESS – IPAD
SESSION OUTLINE
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In businesses, mobile devices are changing the way companies operate. It is also
changing the way our clients and customers expect to interact with us. The
outline below is a brief “mobile concepts” session recently held with a
management team, and summarizes basic considerations for using content in a
mobile environment and on the iPad.| Donald R Tomoff

2. INVENIO ADVISORS, LLC
MOBILE CONCEPTS FOR BUSINESS IPAD SESSION OUTLINE
Monday, October 28, 2013
Contents
Overview ............................................................................................................. 2
Talking Points / Observations .............................................................................. 2
Considerations .................................................................................................... 4
Some News to Think About – “What’s Happening Out There…” ......................... 4
Resources ........................................................................................................... 5
Overview
From a business perspective, mobile devices are changing the way we operate.
It is also changing the way our clients and customers expect to interact with us.
The outline below is a brief “mobile concepts” session I recently held with a
management team, and summarizes basic considerations for using content in a
mobile environment and on the iPad.
Talking Points / Observations
1.
“Common iPad business tasks” document – tap this link to access
Google spreadsheet document
2.
Discussed concept of a business “network” drive vs. Goodreader
storage
a. A network drive is not local on your iPad; GoodReader (or another
content management app) is local and allows markups to
documents, etc. (if in PDF format).
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3. INVENIO ADVISORS, LLC
MOBILE CONCEPTS FOR BUSINESS IPAD SESSION OUTLINE
Monday, October 28, 2013
b. Box, Dropbox, Google Drive, etc. are “cloud” services that can be
connected to GoodReader
3.
Reviewed using/editing MS office documents and PDF on the iPad
a. iWorks suite is excellent for managing basic MS Office documents
i. Numbers, Pages and KeyNote
ii. Can export PDF’s from these apps
b. QuickOffice HD, CloudOn, OnLive are other options
4.
When clients or customers email documents, how do we
bookmark, make comments
a. More efficient to move mark up process to iPad and perform it
digitally
b. GoodReader, or other PDF annotation app is ideal for this process
c. Use a stylus for handwriting on documents
5.
Ease of presentations on the ipad?
a. Presentations on iPad
i. PDF in GoodReader (my preferred method – allows me to mark
up document.
ii. Powerpoint on device using KeyNote app
iii. Powerpoint on device using SlideShark app
6.
How would you recommend presenting information from the iPad?
a. Present to larger screen
i. AppleTV
ii. Projector connected to iPad – adaptors needed
b. Share iPad (breakfast meetings, small session meetings)
i. Or transfer digital document to their device and each manage
their own device (the user can then make notes, etc.)
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4. INVENIO ADVISORS, LLC
MOBILE CONCEPTS FOR BUSINESS IPAD SESSION OUTLINE
Monday, October 28, 2013
7.
Structuring access to important documents, other content, or client
info
a. Apply 80/20 rule. Content you use 80% of the time is approximately
20% of the files – store that locally on the iPad
b. Non-critical information can be stored in cloud service (Box.com)
Considerations
1.
2.
Content on the iPad needs to be “optimized” for the mobile device
a. Most current documents transferred to the iPad “as is” will not be very
useful
b. PDF’s
i. Use bookmarks
ii. Provide active hyperlinks to useful resources
iii. Include active links for email addresses and phone numbers
Ask how can I leverage this device; but, more importantly, how can I
leverage it to enhance client impact (and meet/exceed their
expectations)
Some News to Think About – “What’s Happening Out There…”
1 in 2 Email Opens Said to Occur on a Mobile Device During Q2
http://www.marketingcharts.com/wp/topics/email/half-of-emails-said-to-beopened-solely-on-a-mobile-device-during-q2-36405/
17.4% of Global Web Traffic Comes Through Mobile
http://mashable.com/2013/08/20/mobile-web-traffic/
In First, Tablets Are Expected to Outsell PCs
http://blogs.wsj.com/digits/2013/09/11/tablets-expected-to-outsell-pcs-for-firsttime/
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5. INVENIO ADVISORS, LLC
MOBILE CONCEPTS FOR BUSINESS IPAD SESSION OUTLINE
Monday, October 28, 2013
Mobile Fourth Wave: The Evolution of the Next Trillion Dollars
http://allthingsd.com/20130826/mobile-fourth-wave-the-evolution-of-the-nexttrillion-dollars/
2013 Internet Trends — Kleiner Perkins Caufield Byers (Silicon Valley VC Firm)
http://www.kpcb.com/insights/2013-internet-trends
Resources
Change is rapid and difficult to keep up with. The following FlipBoard magazines
may be useful to you to maintain an awareness of what is happening.
To use these magazines, it is easiest to install the FlipBoard app on your mobile
devices – smartphone and iPad.
Mobile and Productivity by Don Tomoff http://flip.it/HwFis
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6. INVENIO ADVISORS, LLC
MOBILE CONCEPTS FOR BUSINESS IPAD SESSION OUTLINE
Monday, October 28, 2013
Mobile Research and News by Don Tomoff http://flip.it/zxKWM
Disruption: Happening Everywhere by Don Tomoff http://flip.it/JppDo
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