There's no shortage of great mobile ideas. Learn how to get past the roadblocks most organizations face with implementing their mobile strategy and get products to market faster.

1. Getting from
PowerPoint to
Production
Confidential

2. Sample Clients
WINTRUST
FINANCIAL
Confidential

3. Select Partners
Confidential

4. How we help clients
We help organizations transform during the
“Great Mobile and Tablet Disruption”:



“Mobile first” business strategy and execution planning
Custom software development & architecture (US, UK, &
LATAM)
Software solution templates for off-the-shelf use or
customization
Strategy
Execution
Planning
Confidential
Development
& Support
Software
Solutions

5. Much at stake with mobile, tablet
60%
Mobile OS
now

For example, one of our clients saw a 67% reduction in
abandonment by implementing a user-friendly, mobile-optimized
site

Organizations struggle to get “from PowerPoint to
Production” in addition to making the right strategic decisions
Confidential

6. The Pipeline is Too Narrow
Reasons are many:
 Budget / Executive support
 (Biz & IT) team organization
 Lacking new skills, changing fast
 Lacking partners with right
resources (skills, technology)
 Integration
Development
Products
Confidential

7. How we help speed things up
Native API
Implementations
CUF
X
ACORD
CRM
Etc
Object Model Framework
Analytics
JavaScript API (extends Cordova.xml)
Cloud
Object Model
Integration
Extended Services
Analytic
s
Worklight
Industry App
Templates
Design Patterns &
Best Practice
Software Frameworks
Partnerships with
leading vendors
Plus
 Resources must have extensive mobile industry experience
 Require domain expertise in the regulated industries
 Business skills critical in quantifying value of opportunities and delay
costs
 Require both business & technology experience to remove
roadblocks
 Analyze other industries with maturity in mobile to adopt best
Confidential
practices

8. Mobile Agent: Key Features

Unified CRM, Quoting & Tools
◦
◦
◦
◦
◦
◦
◦
◦
◦

Configurable integration
◦
◦
◦
◦

Add contact via driver’s license
Voice search
Conversation recording
Quick access to notes
Trailing documents
Dashboard charts & reports
Calculators
Product illustrations
Appetite guides &
class codes
Mainframe terminal
Web quoting
Mobile Optimized workflow
Support for major CRM providers
Cross-platform
◦ Hybrid: IBM Worklight, Cordova/PhoneGap, Dojo
◦ Traditional web option
Confidential

9. Example: Hybrid Framework

Developed by us based on our past experience

Extend Cordova (aka PhoneGap)

Simplifies JavaScript interactions,
speeding development

Provide object models for mobile client apps in JavaScript
and native mobile OS languages (Objective C, Java, C#, etc.)

Object models reduce complexity significantly

Provide object models for specific
standards (ie CUFX, OFX) and
promote development of others

Provides built-in facilities for
analytics and customer
experience management (CEM)
Encourages adherence to the
latest industry best practices
Native API
Implementations
CUFX
OFX
Object Model Framework
Et
c
Cloud
Object Model
Integration
Extended Services
Worklight
Confidential
CRM
Analytics

JavaScript API (extends Cordova.xml)
Analytic
s

10. Example: Mobile Team Structure
Business
Leader
Technology
Leader
Architect

Backend
Developer
UX
Developer
QA Lead
UX Designer
Business
Analyst
Single team of mixed skills
◦ Business and technology, from requirements development to launch
◦ One leader, empowered to make decisions, but working very closely with Technology
Lead
◦ Team size should remain relatively small (no more than 10-15)

Technology should understand the business case

Business should understand the technology

Reduce cost and time by minimizing back-and-forth and the risk of miscommunication

Ensure everyone truly understands the goals, context, risks and issues

Work as an integrated unit, not distinctly separate teams communicating through
intermediaries

Operate within a single governance framework
Confidential

11. Integration

Worklight & Cast Iron integrate CRM for most providers
◦
◦
◦
◦
◦
Salesforce.com
Siebel
SAP
NetSuite
Microsoft
We have deep experience with integration and work
on open standards bodies efforts (CUFX)
 Design with custom and configurable interfaces in mind

◦ JSON or XML
◦ REST over HTTPS
Provide access to content without waiting for custom
integration by embedding mainframe and web access
 Support secure end-points using IBM Cast Iron & Secure
Endpoint adapters

Confidential

12. Sample Introductory Engagement

Week 1 - Preparation (~2 days)
◦ Review any documentation provided
including previous research on mobile
vendors, business process documentation,
and technical detail
◦ Prepare for on-site visit including tailoring
market overview for your interests

Week 2 - Initial on-site meeting
(2-3 days with 2 senior consultants)
◦ Document your goals and business objectives
◦ Provide an overview of the types of mobile
functionality applicable to your target audience
◦ Ideation session exploring business assets to expose via mobile
◦ Identify key technology, resource constraints, and top 5 mobile opportunities
◦ Identify potential integration points for top 5 features
◦ Hold investigative meetings/interviews to identify key metrics
◦ Estimate high-level business opportunity for top 5 features
◦ Produce preliminary prioritization of top 5 opportunities

Week 3 – (6 days,, on-site time variable)
◦ Identify likely mobile vendors/technology providers for further evaluation of their
interest and ability to meet requirements.
◦ Refine prioritization and high-level business benefits and develop high-level mobile
roadmap
◦ Prepare Executive presentation

Week 4 – Delivery (1 day on-site)
◦ Present Mobile Roadmap - prioritize opportunities, benefits and recommend next
Confidential

13. Sample Opportunity Prioritization
Advisor tablet
High
Inventory Process
Client tablet
Paper checklists
Advisor Training
Commission Calculator
Facility Mapping Tool
E-signature
EFT Enrollment
w/Check
Client Needs
Review Tool
Contextual Call Handling
Alerts - Service/Payment
BENEFIT
Image capture
Quote completion
Supporting & trailing
documentation
Bill payment
Responsive Design of all sites
•
•
Optimize existing web sites for mobile
Mobile enables existing web sites
Simplify
Getting
Mobile Credentials
Links
Order Status
Telematics
Regional Supervisor app
Policy changes
Facility Mapping tool
Full enterprise integration
Low
High
DIFFICULTY
Confidential
Low

14. Sample Output:
Suggested Mobile Roadmap – Summary
Build competitive
advantages
Take the lead
Horizon 3
(2016 and beyond)
Solidify competitive parity
Horizon 2
Horizon 1
(2013-2014)
•
•
•
•
(2014-2015)
XXXXXX
XXXXXX
XXXXXX
XXXXXX
•
•
•
Confidential
XXXXXX
XXXXXX
XXXXXX
•
•
•
XXXXXX
XXXXXX
XXXXXX

15. Other Typical Projects













Conduct a survey of customers to validate and quantify
interest in the identified mobile opportunities
Select capabilities to focus on for detailed analysis
Develop business requirements
Evaluate technical feasibility of integration points
Evaluate mobile vendors for ability and interest in supporting
desired capabilities
Develop architectural & technical requirements
Calculate product development & operational estimates
Assist in vendor selection & contract negotiations
Develop Go-To-Market plan with your team
Product development, assist in product development or
provide execution oversight
Outsource select development projects
Recommend testing strategies to streamline and improve
quality
Perform periodic analysis of user experience metrics & KPIs
Confidential

16. Thanks
Let us know what we can do to help you.
David Eads – david@mobilestrategypartners.com
George Kelley
–
george.kelley@mobilestrategypartners.com
Strategy
Execution
Planning
Confidential
Development
& Support
Software
Solutions