Mobile CRM and beyond

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Mobile CRM and beyond

• Martin Booth
• Partner Technical Specialist

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Road to Mobile Solutions

• Prepackaged
• Off the shelf, predominately Microsoft Windows
  Mobile vs. Microsoft Windows CE as custom
  solution
• 80 Packaged
• Customization usually required on data
  templates, communication, security
• 20 Packaged
• Shortcut to complete code development, commonly
  referred to as developer widgets
• Build From Scratch
• Build a Smart Client Solution using Microsoft
  Visual Studio

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Road to Mobile Solutions

• Prepackaged Examples

PeopleSoft
SAP
Siebel
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Microsoft CRM Mobile v1.2

• Access to your data Anywhere, Anyplace, and
  Anytime.
• Part of MS CRM Feature Pack
• Runs on Windows Pocket PC 2003 and PPC 2003 Phone
  Edition
• Access to Accounts, Contacts, Opportunities and
  Activities Including all associated objects.
• Efficient Secure data access using SSL
  certificates
• Subscription based synchronization

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Microsoft CRM Mobile v1.2
Mange with Ease

• Familiar Interface

List Based Views
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Microsoft CRM Mobile v1.2
Related Information
Subscription based
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Microsoft CRM Mobile v1.2
Customizable Forms
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Guidance Prepackaged Solutions

• Predominately Windows Mobile versus Windows CE
• Time to Market
• Aligns/Leverages investments in your
  infrastructure, security, data sources, etc.
• Flexible enough to grow in scope
• Solid company with market / industry leadership

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Road to Mobile Solutions

• 80 Packaged

Primarily end-to-end solution that requires
customization to fit your specific needs.
May require internal or services customization.

• Example ConchangoKPI Dashboard
• Web services
• Rich UI
• Reporting
• Notification
• Server-Side XML templates

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Conchango Mobile Fusion Architecture
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Guidance 80 Solutions

• Generally will require services to complete
  customization
• Even with great staff, generally a good idea to
  keep partner involved.
• May include coding or integration
• Requirements for services, coding, and
  integration must aligns/leverage investments in
  your infrastructure, security, data sources, etc.

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Road to Mobile Solutions

• 20 packaged

Primarily defined as developer widgets or a
framework that provides a shortcut to a
development project. Will require services or
internal development.
Example Odyssey Software ViaXML2

• On-Device XML Web Services Client, server
• Up to 10x faster performance
• Guaranteed one-time transactions
• Enterprise-Side push and pull
• Peer-to-peer collaboration
• State-of-the-art transaction and data security
• Familiar programming environment
• Out-of-the-box integration
• Built-in application framework
• Accelerates development

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Pre-Built Mobile Infrastructure Modules
Application
Odyssey Software Products A rock solid
foundation for your mobile enterprise solution!
Store and Forward XML Web Services
Guaranteed One-Time Transaction Invocation
Enterprise Push or Pull
.NET Compact Framework
Bi-directional Compression and Encryption
Network Adapter Management
GPRS/CDMA Persistence and Signal Strength
Monitoring
Remote Device Management and Control
COM and ActiveX Interop for .NET CF
Signature Capture and Digital Canvas
Windows Mobile 2003/2005/Windows CE.NET
OS
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Guidance 20 Solutions

• Reduce complexity of development projects
• May be a gap filler for specific development
  skills
• Wireless/Connectivity stack
• Connection state
• Synchronization
• On device data stores
• Must align with platform strategy, i.e., .NET

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Road to Mobile Solutions

• Build from scratch
• Think Ahead
• Understand your development capacity
• Build within your capacity
• Leverage developer widgets where possible
• Leverage pre-packaged when available

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Server Side Or Smart Client

• Build from scratch

• Do your users need access data from more than one
  back-end system?
• Do you need special UI?
• Is the user connected?
• Do you have control overthe device?
• Can you manage installing and maintaining a
  clienton the device?

Server Side
?
SmartClient
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Server Side Or Smart Client

• Build from scratch

• Server side
• Broad device support
• Server-side logic
• No client installation
• Browser or messaging UI
• Online only

Server Side
?

• Smart Client
• Target smart devices
• Client side logic data
• UI flexibility
• Performance
• Offline Online

SmartClient
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Summary

• Get beyond e-mail as a commodity
• Understand what data users want to access when
  mobile
• Evaluate solutions based on the
  0-20-80-packaged framework
• Mobile Client vs. Mobile Device mentality
• Leadership is required from you for your company
  to understand where we are all headed
• Architecting Disconnected Mobile Applications
  Using a Service Oriented Architecture
• http//msdn.microsoft.com/library/default.asp?url
  /library/en-us/dnppcgen/html/develop_disconnect_m
  ob_apps.asp

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