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From Insight to Action: The Impact of the Mobile Intelligence Revolution in Business
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From Insight to Action: The Impact of the Mobile
Intelligence Revolution in Business
iPad 1:55 PM 100%iPad 1:55 PM 100%
Copyright Information All Contents Copyright © 2011 MicroStrategy Incorporated. All Rights Reserved.
Trademark Information MicroStrategy, MicroStrategy 6, MicroStrategy 7, MicroStrategy 7i, MicroStrategy 7i Evaluation Edition, MicroStrategy 7i Olap Services, MicroStrategy 8, MicroStrategy 9, MicroStrategy Distribution Services, MicroStrategy MultiSource Option, MicroStrategy Command Manager, MicroStrategy Enterprise Manager, MicroStrategy Object Manager, MicroStrategy Reporting Suite, MicroStrategy Power User, MicroStrategy Analyst, MicroStrategy Consumer, MicroStrategy Email Delivery, MicroStrategy BI Author, MicroStrategy BI Modeler, MicroStrategy Evaluation Edition, MicroStrategy Administrator, MicroStrategy Agent, MicroStrategy Architect, MicroStrategy BI Developer Kit, MicroStrategy Broadcast Server, MicroStrategy Broadcaster, MicroStrategy Broadcaster Server, MicroStrategy Business Intelligence Platform, MicroStrategy Consulting, MicroStrategy CRM Applications, MicroStrategy Customer Analyzer, MicroStrategy Desktop, MicroStrategy Desktop Analyst, MicroStrategy Desktop Designer, MicroStrategy eCRM 7, MicroStrategy Education, MicroStrategy eTrainer, MicroStrategy Executive, MicroStrategy Infocenter, MicroStrategy Intelligence Server, MicroStrategy Intelligence Server Universal Edition, MicroStrategy MDX Adapter, MicroStrategy Narrowcast Server, MicroStrategy Objects, MicroStrategy OLAP Provider, MicroStrategy SDK, MicroStrategy Support, MicroStrategy Telecaster, MicroStrategy Transactor, MicroStrategy Web, MicroStrategy Web Business Analyzer, MicroStrategy World, Application Development and Sophisticated Analysis, Best In Business Intelligence, Centralized Application Management, Information Like Water, Intelligence Through Every Phone, Intelligence To Every Decision Maker, Intelligent E-Business, Personalized Intelligence Portal, Query Tone, Rapid Application Development, MicroStrategy Intelligent Cubes, The Foundation For Intelligent E-Business, The Integrated Business Intelligence Platform Built For The Enterprise, The Platform For Intelligent E-Business, The Scalable Business Intelligence Platform Built For The Internet, Industrial-Strength Business Intelligence, Office Intelligence, MicroStrategy Office, MicroStrategy Report Services, MicroStrategy Web MMT, MicroStrategy Web Services, Pixel Perfect, Pixel-Perfect, MicroStrategy Mobile, MicroStrategy Integrity Manager and MicroStrategy Data Mining Services are all registered trademarks or trademarks of MicroStrategy Incorporated..
All other company and product names may be trademarks of the respective companies with which they are associated. Specifications subject to change without notice. MicroStrategy is not responsible for errors or omissions. MicroStrategy makes no warranties or commitments concerning the availability of future products or versions that may be planned or under development.
Patent InformationThis product is patented. One or more of the following patents may apply to the product sold herein: U.S. Patent Nos. 6,154,766, 6,173,310, 6,260,050, 6,263,051, 6,269,393, 6,279,033, 6,567,796, 6,587,547, 6,606,596, 6,658,093, 6,658,432, 6,662,195, 6,671,715, 6,691,100, 6,694,316, 6,697,808, 6,704,723, 6,741,980, 6,765,997, 6,768,788, 6,772,137, 6,788,768, 6,798,867, 6,801,910, 6,820,073, 6,829,334, 6,836,537, 6,850,603, 6,859,798, 6,873,693, 6,885,734, 6,940,953, 6,964,012, 6,977,992, 6,996,568, 6,996,569, 7,003,512, 7,010,518, 7,016,480, 7,020,251, 7,039,165, 7,082,422, 7,113,993, 7,127,403, 7,174,349, 7,181,417, 7,194,457, 7,197,461, 7,228,303, 7,260,577, 7,266,181, 7,272,212, 7,302,639, 7,324,942, 7,330,847, 7,340,040, 7,356,758, 7,356,840, 7,415,438, 7,428,302, 7,430,562, 7,440,898, 7,486,780, 7,509,671, 7,516,181, 7,559,048, 7,574,376, 7,617,201, 7,725,811, 7,801,967, 7,836,178, 7,861,161, 7,861,253, 7,881,443, 7,925,616 and 7,945,584. Other patent applications are pending..
I. Executive Summary ................................................................................................................................. 2
II. Mobile Computing, the Fifth Wave of Information Technology, Will Dwarf All Previous Waves............ 3
III. Mobile Intelligence Changes the Paradigm for Both Consumers and Organizations ........................ 6
IV. What You Should Expect from Mobile App Technology .................................................................... 10
V. MicroStrategy’s Platform is Specifically Designed to Meet All Your Mobile App Needs .................. 15
VI. It is Critical to Pursue a Mobile Intelligence Strategy as the Window of
Opportunity is Rapidly Closing ............................................................................................................. 21
VII. Appendix: Industry Specific Transactional Mobile App Examples ..................................................... 22
2
I. Executive Summary
Computing has entered its fifth generation with desktop Internet applications giving way to a new generation of
mobile applications. Broad access to cellular and wireless networks from smartphones, tablets, and other mobile
devices has changed the way people communicate and consume information, creating an exponential rise in the
acceptance, adoption, and usage of data. This fifth wave of information technology, mobile computing, is predicted
to have a far greater impact and adoption than any of the previous cycles: mainframes, mini computing, personal
computing, and desktop computing.
Individuals are now ‘wrapped’ in software. Objects once held in our pockets, such as bills, tickets, and newspapers,
now reside on our smartphones, tablets, and within mobile apps. This wrapping of individuals is transforming
entire industries, as the convergence of business information and analytics with mobile technology empowers more
and more people to take action and make decisions at any time. Mobile apps provide a perfect delivery system for
business information. A perfect storm of powerful mobile devices, fast networks, touch-based interfaces, and focus
on useable app design now deliver a method of sharing this data with the masses. Rather than relying on other
people to generate paper-based reports, executives, field employees, and sales employees would rather access the
information themselves on tablets and smartphones.
Mobile Intelligence fundamentally changes the dynamic between corporations and consumers. As consumers are
empowered by a mobile marketplace, corporations must keep pace by establishing a mobile strategy and pursuing
marketing and advertising campaigns focused on mobility and social networking. The combination of social
networking and mobile apps has the power to produce the ultimate customer relationship management system
for organizations. Mobile apps are the world’s new “information channels” and will far eclipse television channels
in number and impact. As such, they provide an immense opportunity to share your brand and messaging with
a global audience and grow the customer base exponentially. The most successful companies will be those who
become their own powerful networks that leverage mobile apps to engage consumers and customers and grow
their brands.
It is critical for every organization to embrace Mobile Intelligence. Mobile Intelligence has the power to help keep
traditional brick and mortar establishments relevant and successful in the new mobile-focused business landscape.
Organizations must keep executives, the field, and other key personnel up-to-date with the latest information, and
also enable them to make decisions at a moment’s notice from a mobile device.
A new breed of mobile apps combines three core capabilities:
• Business intelligence: This capability includes grid and graph reports, dashboards, and data visualizations
accessible from a mobile device.
•Transactions: Transaction capabilties enable executives and others to instantly traverse from business insight,
directly to business action by entering data, approving requests, adjusting forecasts, adding comments,
uploading photos, scanning product SKUs, and much more, without ever needing to return to a desk.
•Multimedia: Mobile apps are enhanced with multimedia – PDFs, videos, portals, libraries, and the Internet –
all of which enrich the relevance and scope of the app.
In the coming years, companies will need to deploy hundreds of apps, which will consist of many combinations of
these three core capabilities. The enterprise-grade MicroStrategy platform is built for all of your mobile app needs,
delivering high performance at the highest levels of data and user scale. MicroStrategy ensures ease of mobile app
3
development, maintenance, and deployment unmatched by other vendors. As a result, relying on MicroStrategy
for your Mobile Intelligence needs incurs the least amount of resources and costs in the short- and long-term. In
addition, MicroStrategy Mobile ensures comprehensive data and mobile app security, by leveraging MicroStrategy's
robust security architecture that offers strong data protection for all other MicroStrategy products.
As the pace of mobile device adaptation quickens, it becomes that much more imperative to get started today. The
Mobile Intelligence revolution is here and it has changed everything. It is an overwhelming opportunity like no other
in the past decade – one that deserves the full attention of your organization.
II. Mobile Computing, the Fifth Wave of Information Technology, Will Dwarf All Previous Waves
The explosion of the mobile market is impossible to ignore. Mobile devices like the Apple iPhone® and iPad™, and
Google’s Android devices are being adopted faster and in larger numbers than any non-gaming technology device
in history. By 2020, industry analysts estimate that there will be 10 billion mobile users worldwide – ten times the
number of people currently using personal computers to access the Internet.1
Mobile computing is revolutionizing how, when, and where information is consumed and decisions are made.
Mobile delivers instant insight from anywhere, at any time – a reality that has significant ramifications on the global
economic landscape.
Mobile Computing is the fifth Major Technology Cycle of the Last Half Century
Mobile business information access will likely eclipse desktop information access in the near future, leading to a
new era of Mobile Intelligence. The convergence of business information and analytics with mobile technology
is empowering business people and consumers in a way that was never possible until now. Mobile Intelligence
delivered through smartphones, tablets, and other mobile devices has the potential to revolutionize business
processes across every industry.
Since the 1960s, there have been four major cycles of computing:
1. Mainframe computing
2. Mini computing
3. Personal computing
4. Desktop computing
Mobile computing, the fifth technology cycle, is predicted to have a far greater impact and adoption than all of the
previous cycles put together.
1. “The Mobile Internet Report,” Morgan Stanley, Dec. 15, 2009
4
The Mobile Internet is the 5th major technology cycle of the last half century.
Today’s mobile computing is best epitomized by tablets, such as the Apple iPad™, as well as on smartphones,
including the Apple iPhone®, Google Nexus One, and RIM BlackBerry. Both tablets and smartphones are exploding
in popularity and technical capabilities. The adoption rate of smartphones is far outpacing previously observed
adoption rates of Internet or desktop-based technologies. The reasons are simple: these mobile devices provide
constant connectivity and are convenient to carry, extremely powerful, relatively inexpensive, and easy and fun to
use. Unique capabilities aside, the number of people that can carry a tablet or smartphone is significantly greater
than the number of people that take a laptop with them when away from the office.
The Mobile Internet has outpaced other forms of computing, as mobile devices are mini-computers that are constantly
integrating a number of services.
Static at-your-desk computing using a mouse and a keyboard is quickly becoming outdated. Almost everything
about today’s computers, for the majority of daily tasks, is obsolete. The future is mobile computing on light-
weight, connected devices that use a Natural User Interface (NUI) and deliver information and applications in the
palm of your hand.
5
Mobile Intelligence is 400 Times More Powerful than Desktop Internet Intelligence
The revolutionary impact of Mobile Intelligence is evidenced by three major drivers.
1. Mobile Intelligence Expands the User Population by a Factor of 10
Mobile devices will significantly surpass the impact and number of desktop Internet devices. The range and
number of mobile devices is showing explosive growth and the boundaries between these devices is blurring.
Mobile computing devices now range from smartphones and NUI-infused tablets to spatial game controllers
and fully functional in-car computers. For all their differences, these mobile device types harmonize across
themes of connectivity, mobility, and information delivery.
Mobile apps on these devices open the world of information to vastly more people than Web and desktop-
based applications. While a billion or so people around the world have access to a computer, well over five
billion people have smartphones and other cell phones. Mobile apps simply reach more people, and for an
organization with employees all over the globe, mobility is paramount to ensure efficiency and the swift
resolution of issues. And as your organization strives to reach and market to more and more consumers, mobile
is a proposition that cannot be ignored.
2. Mobile Intelligence Expands Information Opportunities by at least a Factor of 10
As mobile computing becomes pervasive in both personal and professional lives, people are discovering more
and more opportunities to make complete use of these powerful devices. From the moment they wake, they
can use applications that not only enhance their personal lives but also make them more productive and
effective at work.
In only a short time, mobile apps have proven why they are superior to Web and desktop-based applications.
Mobile apps deliver business insight and enable timely action from anywhere, at any time. The ability to access
information at anytime in any location, easily in the palm of your hand, allows immediate decision-making.
A typical retail store manager may spend only a few hours working at a desk. With Mobile Intelligence, the
manager can process decisions and analyze the latest information at any hour or location.
3. Mobile Intelligence Expands Personal Query Relevance by a Factor of 4
Today’s mobile computing devices are revolutionizing how information is deposited into applications. Using a
keyboard and a mouse is now outdated. A natural user interface allows users to point at what they want, touch
where they want to go, and move the device to indicate how they want to explore the information. Mobile
computing devices respond to how users move their fingers and arms, and understand their location, the
direction they are moving, and how fast.
Mobile devices use these natural actions as inputs. Touch screens dynamically change into convenient input
controls to meet the user’s needs, such as a keyboard, a calculator, a map, and a data visualization control. As a
result, the user’s inputs are faster and cover a greater range of options, all while being more intuitive. Why enter
a house number, street name, city, and zip code when the device can locate the user automatically?
Query speed and relevance are further enhanced with other rich capabilities such as visual inputs via a camera
or audio inputs via a microphone. Technology is advancing rapidly and already converts images into data inputs
from barcodes, fingertips, fonts, and facial recognition.
The ongoing impact of the evolution in device inputs and natural interfaces is to make applications faster, easier,
and more natural to use, leading to greater usage and a higher user adoption rate.
6
III. Mobile Intelligence Changes the Paradigm for Both
Consumers and Organizations
The Mobile Revolution Empowers Consumers Like Never Before, Wrapping Them in Software
The mobile revolution has empowered individuals by essentially wrapping them in software. Items once carried in
our pockets, such as airline ticket stubs and maps, now reside on mobile phones and within mobile apps. Items we
carried around in paper form, such as newspapers and bills, can now be viewed on a mobile device, in the palms of
our hands. Even non-paper items like watches, alarm clocks, and soon, credit cards, are available as apps. Mobile
devices have consolidated our lives and daily workflows, and as such, have the innate power to fundamentally
transform business from the inside out.
Mobile Changes the Relationship Between Corporations and Consumers
Through the always-on nature of the mobile revolution, corporations are engaged with their customers and
prospects more often and more closely than ever before. Wrapping people in software has the power to redefine
entire industries, as already seen in many ways, including the decline in traditional brick and mortar establishments
in recent years.
With mobile, consumers can now buy products and services from anywhere, at any time. The convenience of
mobile apps brings consumers closer to their favorite brands, and within just a few taps and swipes to making a
purchase. In addition, the mobile marketplace empowers consumers with new ways to save money and provides a
wide range of purchasing options. To stay competitive, corporations must keep pace with this tremendous impact.
Otherwise, they will not only lose out on potential revenue, but they will also find themselves falling to their
competitors, who are undoubtedly investing more and more in mobile apps and advertising.
Mobile Enables Timely Decision-Making, Accelerating Profitability and Efficiency for Corporations
Rapid decision-making is key to accelerating the profitability of business. In today’s fast-changing, competitive
business environment, it is imperative to provide immediate answers to both internal and external customers. With
Mobile Intelligence, decision makers now have the power to make these decisions immediately.
Carrying stacks of business reports to meetings and conferences no longer provides the depth of insight needed
for timely, smart decision-making. Without convenient access to business information, actions are postponed until
workers return to their desks, introducing organization-wide bottlenecks, delays, and errors. These restrictions and
delays are erased with Mobile Intelligence, which allows heuristic analysis and decision-making wherever a decision
is required.
7
The total number of shipments of Smartphones and Tablets has outpaced the total number of shipments for PCs in Q4 of 2010.
•DecisionSweetSpot–Decisionsweetspotsarelocationssuchastheaisleinastore,thelineinafactory,orthe
warehouse floor. Business people need to be able to make data-driven decisions in the sweet spot, rather than
delay due to a lack of information.
•DecisionWindowofOpportunity–Decisionshaveawindowofopportunitywhenachoiceoractioncanbe
made to maximize the impact. The longer it takes someone to get to the information, the greater the chance
of missing the opportunity. This delay could result in the loss of a sale or even a customer.
Mobile Intelligence empowers organizations to get the most of its management and executives’ time. Executives
often have significant budgets to control, which impact revenue and operation success. Therefore, any single
thing the organization can do to make that executive more productive is going to have a significant impact on
the bottom line.
The Combination of “Mobile and Social” Revolutionizes How Corporations Interact with Consumers
The convergence of mobility and social networking has transformed how corporations interact with consumers.
This combination has effectively created the ultimate customer relationship management system for organizations.
Mobile apps and social networking will propel advertising forward, and in turn, will be shaped by advertising.
Consumer information—including demographics, spending habits, hobbies, and much more—is now available
within social networks, and presents the perfect opportunity for organizations to cater to specific consumer
needs and trends. A regional manager can now, from a mobile device in the palm of his hand, better understand
the makeup of his customer base in a particular region. Mobile apps integrated with Facebook and other social
networks leverage this consumer and marketing information. In doing so, they provide a new and overwhelmingly
powerful way to advertise to and engage with consumers.
8
Source: comScore
ComScore reports a whopping 45.7 percent increase in mobile social networking as compared to 2010.
Companies on the leading edge are pushing the envelope even further. They are creating mobile apps as
information channels. In effect, they are becoming their own network, broadcasting messages to the world at
all times. These companies now communicate directly to consumers via mobile apps and Facebook and provide
exclusive marketing programs to expose their brands to the public and grow the customer base. Through their
mobile apps, these companies channel new content such as videos, press releases, blogs, product materials, and
event materials. This builds brand awareness and presents new, impactful advertising opportunities.
In many ways, targeted and personalized consumer apps integrated with Facebook and other social networks
have become the new engine that drives corporate communications, advertising, and marketing initiatives. Astute
companies continue to formulate marketing campaigns focused on mobile apps and social networking. They are
already providing mobile apps to engage consumers, and ultimately convert them into loyal customers. They are
taking existing marketing, sales, and education content and building rich mobile apps for customers and prospects.
Mobile Intelligence is Critical to Staying Relevant and Profitable in Today’s Business World
As consumers capitalize on the power of mobile devices, the repercussions have been felt all across the global
business landscape. And it is just the beginning. Mobile Intelligence empowers organizations by bringing business
information to mobile devices anywhere, at any time. Business applications that were mildly successful when used
on a desktop have suddenly become highly effective and valuable when consumed on the go, whenever and
wherever business is conducted.
Now, more than ever, it’s critical for every organization to embrace Mobile Intelligence. Many traditional brick
and mortar establishments are struggling to compete in the new mobile business landscape. As more and
more consumers shop for products and services online, online merchants undercut traditional stores on price,
convenience, and value. In response, stores look to counteract their diminishing revenue by systematically reducing
costs where they can. Regardless, these companies soon find that profit margins barely catch up to tremendous
operating and labor costs, and often cannot. Meanwhile, online merchants and other mobilized companies benefit
from minimal costs due to their software-driven business.
9
Mobile Intelligence has the power to help keep traditional brick and mortar establishments relevant and successful.
Thousands of organizations around the world have already embraced mobility as a game-changing solution for their
business. They realize the importance of providing executives and other key stake holders with business insight in
the palm of their hands. Organizations that have yet to adopt an enterprise-grade mobile BI solution are forced to
conduct business within a limited scope, and endure the associated costs and inefficiencies. For these organizations,
business information is outdated by the time it reaches the right people, is available only at certain times, and
comes at a substantial labor and paper cost. Meanwhile, competitors leverage their Mobile Intelligence apps daily to
gain an edge.
Mobile Intelligence Renders Traditional Business Workflows Obsolete
To consider Mobile Intelligence simply as a competitive differentiator for organizations is to severely undervalue
its significance to the global economy. Mobile Intelligence has already rendered traditional business workflows
obsolete, and transactional mobile apps are poised to accelerate the process.
In a traditional business workflow, a business analyst accesses a report, which pulls data from a data warehouse
or Enterprise Resource Planning (ERP) system. He or she then prints the report, summarizes it, and gives it to an
executive, who often sees the information for the first time. The executive then makes a decision based on the
information and informs another analyst or clerk so that the decision can be input into an ERP system or database.
The executive most likely doesn’t have the time or expertise to use the ERP system, or knowledge of the underlying
database. As a result, he or she must rely on others to conduct analysis and eventually deliver that analysis to them,
before decisive business action can take place. At even a small organization’s scale, this highly inefficient workflow
incurs tremendous labor and paper costs and involves inherent delays in the analysis-to-decision-to-action workflow.
In addition, organizations are forced to spend great sums of money ordering and maintaining the hardware,
databases, and ERP systems with which they operate their business.
Traditionally, the flow of business information from systems and
databases to executives is delayed by many processes and the
participation of several departments. This impacts the time it takes
executives to take business action, and incurs many costs in the process.
Data Warehouse
Accesses BI Sytem to Analyze and Print Numerous Reports
Uses these Reports to Make Decisions
Inputs Information as requested by Executive
back in the SystemCLERK
WarehouseWarehou
ERP Systems
Business Intelligence
System ERRP SysteRP S emsems
EXECUTIVE
ANALYST
10
The ease and accessibility of Mobile Intelligence has eliminated the barriers of this outdated business workflow. The
unnecessary and inefficient layers between business data and an executive have been eliminated by mobile apps
bolstered with transactional capabilities. Executives no longer need to wait for a business analyst to provide them
with information. Intuitive mobile devices such as the iPad are empowering even the least tech-savvy consumers
and business people. Every day, more and more executives take these mobile devices, analyze data on their own,
and make decisions from anywhere.
Executives not only get the information in the palm of their hands, but they can also react to it, and take a concrete
business action, such as approving a request or re-allocating a resource. With a transactional mobile app in hand,
an executive or other key stakeholder can perform a business action that is recorded in the ERP system or database
instantly. Meanwhile, the organization as a whole no longer needs to wade through reams of paper report binders
and incur related costs. Mobile Intelligence has made the traditional business workflow obsolete, as key decision-
makers can finally act on information independently, and at the moment of insight.
Transactional mobile apps eliminate the costs and
inefficiencies of the traditional business workflow.
The ease and accessibility of mobile devices and
these apps empower executives to drive the business
forward without hesitation.
IV. What You Should Expect from Mobile App Technology
Each Mobile App will contain a Combination of Three Core Capabilities: BI, Transactions, and Multimedia
Mobile apps combine three core capabilities:
1. Business Intelligence
2. Transactions
3. Multimedia
Data Warehouse
Analyzes Reports and Dashbaords via App and
Takes Actiom
Decision/Action is Automatically Sent to
System via App
EXECUTIVE
WarehouseWarehou
ERP Systems
Business Intelligence
ERRP SysteRP S emsems
11
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Business Intelligence Transactions Multimedia
Grids Graphs Data Explorations
Data Visualization
Analytics Mapping Alerting Approval Mgmt.
Editable Grids
Data Entry Browser Content
Payments Desktop Publishing
PDFs ePubs Video
• Analytics, Grids, & Graphs• Data Visualizations & Exploration
• Mobile front-end to ERP/CRM• Sell products and schedule services
• Multimedia Content• Mobile Information Channels
iPad 1:55 PM 100%
3M 6M 12M
Table Win GAMING
350K
300K
250K
200K
150K
100K
50K
Dec Jan Feb
2/13/2011 Yesterday
EBITDA
GAMING
PLAYERS
HOTEL
EXPENSES
YSTR LYEBITDA $299,663 (7.6%)Revenue $427,896 (2.1%)Expenses $128,233 13.9%
YSTR LY
Revenue $374,285 1.4%Table Win $182,307 (17.1%)Table Drop $902,677 39.6%Table Hold % 20% (13.8%)Slot Win $191,978 28.5%Slot Coin In $3,359,213 37.7%Slot Hold % 6% (0.4%)
YSTR LY
Rated Players 666 35.6%Gaming Theo $308,066 29.5%
YSTR LYRevenue $53,610 (20.9%)ADR $242 0.3%RevPAR $208 5.6%Booking 82 0.0%
YSTR LYPromotions $2,614 4.2%Events $1,845 4.2%Others $123,774 14.3%
Sections i
Casino AnalysisClose
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Mobile apps will contain a combination of three types of capabilities, namely Business Intelligence, Transactions, and Multimedia, that make
use of a number of functionalities and deliver comprehensive information.
These are the key characteristics that will produce the richest and most useful Mobile Intelligence apps, and
deliver the highest return on investment. Large and small corporations alike require mobile apps that provide some
combination of these core capabilities of mobile apps.
For instance, while some apps will simply deliver essential information to be analyzed by mobile workers, other
apps will provide information and also enable an employee to enter information into the app and access data from
Facebook. The permutations of apps are virtually endless, dependent largely on an organization’s business needs, as
well as its imagination.
Each Company Will Need to Deploy Each Mobile App will Contain a 100's of Mobile Apps Combination of the 3 Core Capabilities
Companies will need to deploy a number of varied apps catering to their different departments. These mobile apps will contain a combination
of the three core capabilities, namely Business Intelligence, Transactions, and Multimedia.
12
Mobile – be it mobile apps built with Business Intelligence, Transactions, or Multimedia – provides a huge range of
possibilities in terms of creating new sales opportunities and new business processes which accelerate the pace at
which the business operates. Each one will likely have a unique ROI specific to that situation.
Business Intelligence on a Mobile Device is Superior to Web-based Business Intelligence
Mobile Business Intelligence enables executives and other business users to sift through enormous volumes of
data on their handheld devices and convert this data into actionable insight. The analytical functionality of Mobile
Business Intelligence includes touch-optimized grids, graphs, data visualizations, data exploration, OLAP analysis
such as sorting, and drilling down into many underlying levels of data. In less than a few seconds, whether in
a noisy restaurant, an airport terminal, an aisle of a retail store, or a conference room, information is accessible
without sitting down and finding a place to plug in a laptop.
Merchandise managers and buyers can simply access
an app such as this and receive all the layers of sales
and product insight they require to make inventory
decisions to avoid stock-out or overstock situations.
Mobile Business Intelligence is vastly superior to Web-based Business Intelligence for a number of reasons. For one,
using responsive, multi-touch screens, business users can not only analyze data, but also interact with it directly
using native multi-touch gestures such as tapping and swiping, as well as BI-specific gestures. This highly intuitive
and tactile form of analysis is powerful. In addition, Mobile BI leverages the integrated geo-location capabilities of
mobile devices to enable location-specific data analysis, selection, and modification.
Mobile BI apps enable business users to create report queries and answer business questions in ways never before
possible. A mobile tablet’s accelerometer, bar code reader, Bluetooth, GPS, and speech input capabilities can now
be used to submit data and view updated report results. For example, a merchant can scan a product bar code
with her mobile device, and sales details for the product instantly appear on the screen. Mobile BI apps also include
immersive data visualizations such as heat map, time series, and calendar visualizations. These visualizations enable
business users to remotely capture business data and initiate a transaction immediately.
Transactional Functionality is the Component of Mobile Intelligence That Closes the Business Loop
Transactions are the aspect of Mobile Intelligence that enables executives and others to instantly traverse from
business insight, directly to business action.
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The perfect, natural complement to Mobile Intelligence is the ability to conduct transactions directly with
information on a mobile device. Transactional mobile apps enable individuals and organizations to take immediate
action. Executives, the sales force, and field employees can enter data, approve requests, adjust forecasts, add
comments, upload photos, scan product SKUs, and much more, without ever needing to return to a desk. In an
instant, these actions are sent to transaction systems, triggering new business processes, resource reallocation, and
accelerating business activity. From these apps, these business users submit data directly back to their organization’s
ERP system or database, and update existing data.
While mobile apps enable key stakeholders to keep a finger on the pulse of the organization, transactional
mobile apps empower them to make a tangible change on the spot to move the business forward. For instance, a
transactional mobile app for request processing and management enables an executive such as a CIO to conduct
business in seconds that would otherwise require days and the use of a computer. From this app, the CIO can
review all business items requiring action, approve requests based on the information presented, deny requests at
the tap of a button, and reconsider ongoing requests by asking for more information.
The above transactional mobile app is focused on Merchandising for a retailer. From anywhere, a business user can analyze the business to
determine which orders to accelerate; edit any part of any order anywhere, anytime; change values using touch-based controls such as wheels
and switches; update values to increase orders, adjust prices, and take actions; and execute those actions to drive the business forward.
Mobile Transactions will Enhance All Existing Transaction Systems
Mobile apps bolstered with transactional capabilities enable your business users to access and use your
organization’s ERP systems while on-the-go from a mobile device. Mobile transactional apps integrate and work
directly with your existing operational systems, including Finance/Accounting, Human Resources, Manufacturing,
Supply Chain Management, Project Management, Customer Relationship Management (CRM), Data Services, and
Access Control ERP. For instance, your CFO can access a transactional mobile app from his or her tablet, pull up
the latest sales figures, and enter comments and data directly into the app, from anywhere. Those comments and
modifications are entered automatically into your organization’s ERP system, for example your Finance/Accounting
ERP system.
Yankee Group, a research firm from Boston, MA, has presented extensive research on the future of mobile
usage and mobile transactions. Their research shows that at the conclusion of 2010, total value of global mobile
transactions was at $162 billion, and they anticipate that it will be $984 billion by 2014.2
2. “Global Mobile Transactions To Reach $1 Trillion,” Mobile Magazine, Feb. 15, 2011
14
The flexibility and shear economic importance of mobile transactions will undoubtedly enhance all of your
corporation’s existing transaction systems. With the accessibility of a transactional mobile app, business users will be
able to enter information into transaction systems from anywhere, at any time.
When made on-the-go, a transaction becomes context-aware, as well. By incorporating GPS coordinates, the
transaction is now location-specific, and by incorporating bar codes, the transaction includes information that is
up-to-date with the latest products. Mobile transactions also enable a 360-degree view of your transaction history,
right in the palm of your hand. This makes your daily business transactions auditable for your records and for those
of your organization.
Moreover, mobile transactions are conducted securely, as you can authenticate yourself and ensure that private data
is removed automatically in the event your device is lost.
Another Key Component of Mobile Apps is Multimedia and Other Content Delivery
Today’s mobile apps combine the constant accessibility of cellular and wireless networks with the convenience of
having rich content in the palm of one’s hands at any moment. By providing updated versions of a wide variety of
content, mobile apps keep consumers and businesses closely tied to the most updated and relevant information and
media. Other content embedded in mobile apps includes multimedia, such as videos, PDFs, books, Web content,
and brochures. Tablets and smartphones include browsers, PDF readers, e-mail, HTML containers, and other
methods to easily view and work with the content.
This Multimedia enriched app enables organizations
to deliver promotional videos, commercials, product
endorsements directly to their end-consumers.
How-to videos and guides and manuals can also be
incorporated to provide any type of information to
any user.
Every mobile app will be enhanced with this type of multimedia in ways that impact the business on a daily basis.
A salesperson in the field will be able to turn on his mobile tablet and bring up “How to Sell” and similar training
videos, customer testimonial videos, product positioning presentations and videos, and other materials to help
prepare that salesperson for a customer or prospect meeting. This embedded multimedia will ensure sales personnel
have relevant training and other information at all times, and can present in ways that entice the audience and
speed the sales cycle.
iPad 1:55 PM 100%iPad 1:55 PM 100%
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Content is Automatically Updated on Mobile Apps
As mobile devices increasingly become our every-day containers for company collateral and other business
materials, it becomes that much more important to know we have the latest information with us. One of the most
convenient and useful features of mobile apps is that they are automatically updated with the latest content, from
both external and internal sources.
For instance, suppose your colleagues access your company’s brochures, sales presentations, and other collateral from
your company’s mobile app. In recent weeks, the company’s marketing team updated its sales presentation and several
of the brochures. Those users’ mobile devices are automatically updated with the latest versions of those materials.
Mobile Apps are the Next Generation of Information Channels, and are Powerful Advertising and
Communication Tools
With the onset of the mobile revolution, mobile apps have become the world’s next generation of information
channels: powerful tools of corporate communication and advertising. Organizations can and will continue to use
their mobile apps to advertise their events and products, generate valuable content, build their customer base,
extend their reach, and sell advertising space.
The most successful companies will be those who develop their mobile apps as information channels and, in doing
so, essentially become their own full-fledged network. They will be the ones who use these new information
channels to interact directly with their customers, compete for advertising, and control the content and messaging
surrounding their brands at all times. These companies will be the ones who pass their competition by providing
custom-tailored mobile apps, or channels, for their brands, events, employees, partners, customers, and regions
of business.
Looking ahead, there will undoubtedly be a thousand more mobile app channels than traditional TV channels. The
potential spread of a company’s single mobile app to thousands of nations across the world, and to millions of
mobile device users presents an opportunity that simply cannot be ignored. The potential to share a message with
millions who can interact with your brand from anywhere, at any time changes everything.
V. MicroStrategy’s Platform is Specifically Designed to Meet
All Your Mobile App Needs
In the coming years, companies will continue to develop and deploy hundreds of enterprise and consumer apps,
focused on every aspect of business operations. For instance, sales departments will develop and use apps focused
on sales, facility management, and marketing campaign analysis. Human resource departments will unveil new
hiring, training, time-off request, expense, and salary apps that can be used from anywhere to approve requests
and streamline processes. Sales forces will need mobile apps to enable them to track leads, enter customer details,
access updated lists of services, track expenses, and more – all in an effort to spend more time closing sales cycles
and less time performing repetitive, manual tasks.
MicroStrategy’s Platform Experience Conveys Directly to Mobile Apps
The enterprise-grade MicroStrategy platform is ideally-suited to support the emerging and demanding needs of the
new generation of Mobile Intelligence applications. Mobile Intelligence applications demand much faster
16
performance and serve much larger user populations than traditional wired Internet applications. MicroStrategy
offers Mobile Business Intelligence capabilities for the Apple iPhone and iPad, the BlackBerry Smartphone, and
the Kindle DX, with an architecture that is engineered for the speed and performance required to rapidly deliver
information on a mobile device.
As integrated parts of the MicroStrategy platform, MicroStrategy Mobile and MicroStrategy Transaction Services
leverage the same high performance, data and user scalability, and comprehensive administration capabilities.
This ensures straightforward mobile app development and consistent reusability of reports, dashboards, and
other objects.
By definition, business intelligence solutions are designed for information discovery and delivery. As a result, an app
platform powered by Business Intelligence can be used to quickly and effectively develop and deploy these essential
mobile apps. MicroStrategy is designed specifically to build and deploy a wide variety of business applications that
support high volumes of data and thousands of users.
MicroStrategy's Enterprise Capabilities
1. Rapid Development
2. Easy Deployment
3. High User and Data Scale
4. High Performance
5. Economies of Scale
6. Flexibility Openness and
Extensibility
7. Secure Data Access Model
8. Comprehensive Administration
Control
9. Unmatched Analytical Power
Browser
Desktop / Laptop Mobile
Full Spectrum ofDeveloper Tools
Full Spectrum ofAdmin Tools
MicroStrategy
Web
MicroStrategy
Intelligence Server
MicroStrategy Transaction Services
MicroStrategy
MobileWeb
Professional
DesktopDesigner
EnterpriseManager
CommandManager
ObjectManager
IntegrityManager
Architect
Databases TransactionalApplications
WebsiteContent
CubeDatabases
SDK
Office
xx
x
Portals
x
Windows iPad
iPad 1:55 PM 100%
BlackBerryiPhone
MicroStrategy’s extensive platform experience conveys directly to Mobile BI. The enterprise-grade capabilities of the MicroStrategy platform
provide rapid development, easy deployment, high user and data scale, high performance, and unmatched economies of scale. It also provides
unmatched flexibility, openness, and extensibility; secure data access; comprehensive administration control; and analytical power.
MicroStrategy Mobile Apps Provide Transactional Capabilities Out-of-the-Box
The MicroStrategy Mobile platform provides transactional capabilities out-of-the box. An integrated part of the
enterprise-grade MicroStrategy Mobile platform, MicroStrategy Transaction Services lets people act on business
information from a mobile device such as the iPad and iPhone, as well as from a dashboard on any Web browser.
MicroStrategy Transaction Services initiates data transactions to back-end transaction systems. Thousands of users'
actions are stored using either SQL for database transactions, or XQuery for Web services applications.
For the everyday executive, salesperson, or other business user, a transactional mobile app will look and feel like
most other mobile apps. He or she will tap and scroll as usual, and enter values and make selections using intuitive
drop-down menus, radio buttons, wheel selectors, and calendars. A business user will also be able to experience
transactional apps in dashboards on the Web.
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MicroStrategy Ensures Fast App Development, at Substantially Reduced Costs
Developing a mobile app typically requires an organization to invest a substantial amount of capital and effort. Both
internal and external staff is required to perform the long list of tasks required in developing an app. These tasks
include designing an app workflow, modifying preferences, managing data, creating visualizations, and of course,
establishing and managing security. The organization must hire expensive programmers to code the app, and hire
the additional support staff needed to secure, deploy, and maintain it. The overall effort is not only costly, but
extremely time-consuming. Organizations typically cannot deploy their new mobile app for six months.
Organizations that use MicroStrategy to develop their mobile apps incur minimal capital investment and effort
in the process. Using the MicroStrategy platform and MicroStrategy Mobile app, it takes only a matter of days to
develop and deploy a mobile app, compared to the six months or more it might take otherwise.
This is achieved because MicroStrategy handles all of the tasks involved with developing, deploying, securing,
monitoring, and maintaining a mobile app. And for the aspects of the mobile app your organization chooses to
undertake on its own, MicroStrategy provides the high level of design fidelity and freedom required to continue to
evolve their apps, which means organizations never need to hire outside programmers to work on the app.
With MicroStrategy, No Programming Skill is Required to Build a Mobile App
Building a mobile app using MicroStrategy and embedding it with transactional functionality involves absolutely no
programming from either business users or MicroStrategy developers. The MicroStrategy platform provides intuitive
What-You-See-Is-What-You-Get (WYSIWYG) report and dashboard design. Business users can easily create and
analyze a pixel-perfect dashboard, scorecard, or production report from multiple sources of data. In much the same
way that a MicroStrategy developer builds these analyses, he or she will be able to build mobile apps and embed
them with transactional and other capabilities.
As such, the process of building a mobile transactional app in MicroStrategy is an intuitive, template-driven one.
During the dashboard design process, a developer specifies a report within the dashboard as a transactional report
and connects it to the appropriate ERP system. This essentially enables transactions within the dashboard. There is
no programming required, as these actions can be performed using drag-and-drop and other intuitive interactions
featured in MicroStrategy.
MicroStrategy Mobile Apps are Easy to Deploy and Maintain
MicroStrategy allows your organization to deploy its new mobile app in the way that best fits your specific business
requirements, user community, and overarching mobile strategy. The main methods of deploying a mobile app with
MicroStrategy are:
• Deploying the App on Apple’s App Store, using the MicroStrategy Mobile App for the iPhone or
MicroStrategy Mobile App for the iPad (For either public or internal use): With this method, either the
MicroStrategy Mobile app for the iPhone or MicroStrategy Mobile app for the iPad (available on the Apple App
Store) functions as a sophisticated and fully-secure shell for your new mobile app. Your app users will experience
your new mobile app through the MicroStrategy Mobile App(s) itself. MicroStrategy Mobile is essentially the
viewer that your executives and others will use to access and work with your new mobile app.
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The MicroStrategy Mobile app connects directly to your existing MicroStrategy projects, reports, and
dashboards, and ultimately provides access to your new mobile app as well. Your organization can deploy the
app to either public or internal people by simply configuring the MicroStrategy Mobile Server. When it’s time to
deploy the app to your users, you simply send them an e-mail with a link to your new mobile app environment.
Updates to your app are deployed instantly to your users. Your organization is never required to submit
code to Apple during this app maintenance or update process. When MicroStrategy updates either of its
MicroStrategy mobile apps, your business users will simply be alerted that there is a new version of the
mobile app available. Downloading that version will also automatically download any updates to your
company’s app.
MicroStrategy enables enterprises to deploy their app on Apple’s app Store, using the MicroStrategy Mobile App or perform an independent
enterprise deployment of the app.
• Performing an Enterprise Deployment of the App (For either public or internal use): With this
method, the MicroStrategy mobile app is used as a tool to build your own app, as opposed to just a shell
or viewer for your app. This method offers the most flexibility and independence in the deployment and
long-term maintenance of your app. However, it does require your organization’s app developer to acquire an
Enterprise Deployment license from Apple.
To perform an Enterprise Deployment, your organization builds its new app by leveraging the code of the
MicroStrategy mobile app, via the MicroStrategy SDK. You have full fidelity and control over your app and
can design it with the exact look and feel and branding of your company. You can create one or many of
these mobile apps that are modified (i.e. skinned) to fit your brand.
New Content
UpdatedContent
AUse MicroStrategy
App Store App
BRe-Skin App &
Deploy to the App Store
CRe-Skin App &
Deploy Internally
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When MicroStrategy updates either of its MicroStrategy Mobile Apps, your company will be responsible for
upgrading to the latest version of the MicroStrategy Mobile App. Once that app is updated, your organization must
make any necessary changes to your company’s app and re-deploy it so that your users can benefit from the very
latest updates.
If you choose the Enterprise Deployment method, you have two deployment options:
• Creating an “Internal App Store” for Your Employees and Others: Companies are building several
different mobile apps, with each catering to a specific department or business unit. For instance, you can
build an entire internal app store that contains a mobile app for the Human Resources team, one for the
Marketing team, one for your Executives, and so on. Your employees can browse your internal app store,
choose the app they need, and quickly download it to their mobile devices.
• Placing your App on the Apple App Store for the General Public: Using this method, your organization
can deploy your fully-customized mobile app to the Apple App Store so that anyone can download it.
However, this does require that you acquire an Enterprise Deployment license from Apple, and that Apple
certifies your app for deployment to the Apple App Store.
This is the method of deployment used by MicroStrategy customers Edmunds.com and VHA who both have
apps available on the Apple App Store. Anyone can visit the Apple App Store, download the apps, and
authenticate themselves using information provided by Edmunds or VHA, respectively. Each app is fully-
customized to fit its company’s brand and provides an impressive design and workflow.
It’s easy to maintain hundreds of mobile apps built using MicroStrategy Mobile. This is made possible because of
MicroStrategy’s unified metadata layer that provides object reusability and consistency. When you make a change
to a dashboard or report used by your app in MicroStrategy Web or MicroStrategy Desktop, that change is reflected
automatically in those same dashboards and reports in your mobile app. There is no need to make the changes
more than once. This streamlines and eases the process of updating your mobile app. In addition, there is no need
to submit code to Apple to update your app.
Edmunds.com’s “Web Metrics” iPad app, displays consumer The VHA PriceLYNX™ app is a powerful Health Care Supply Chain
consideration, favorable opinion, purchase intent, leads, and app for the iPhone that can help hospitals reduce their supply
cross-shopping data on Edmunds.com. The app was designed for costs. With a few taps and touches of a screen, C-level executives,
auto manufacturer executives and decision makers, the account service line managers, physicians, and clinicians can view performance
directors who work with them, and car dealers. summaries and price index information on their iPhones and
compare product pricing on-the-go.
iPad 1:55 PM 100%iPad 1:55 PM 100%iPad 1:55 PM 100%iPad 1:55 PM 100%
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MicroStrategy Mobile Apps Protect and Secure Your Data
Due to the nature of mobile devices, mobile apps present new security challenges that must be addressed by both
the BI platform and the security capabilities of mobile devices. Data access, data transmission, and data storage
must all be considered when deploying a complete and secure solution. For the Apple iPhone, iPad, and iPod
Touch, a complete security approach should include strategies for device control and protection, security of the
MicroStrategy mobile app, and data protection.
Apple’s iOS platform enables administrators to establish strong policies for device access. All devices have password
formats that can be configured and enforced over-the-air. Additionally, the iPhone provides secure methods to
configure the device where specific settings, policies, and restrictions must be in place. These methods provide
flexible options for establishing a standard level of protection for all authorized users.
MicroStrategy Mobile secures the MicroStrategy mobile app by taking full advantage of Apple’s iOS features
running on the mobile device. MicroStrategy Mobile is signed to ensure that the App is authentic. iOS’s
“sandboxed” approach is used when MicroStrategy Mobile runs, which protects data from other applications.
MicroStrategy Mobile uses a secure encrypted keychain for storage of application credentials, extending this
functionality with of its own authentication options and policy controls.
MicroStrategy Mobile Apps Protect and Secure your Data
MicroStrategy Mobile leverages the robust security architecture of the MicroStrategy platform and also includes data and device security that
makes any type of data transmission highly secure.
Mobile App Security
• iOS Hardware Encryption (iOS4)
of App Data
• iOS's "sandbox" protects App
data from other Apps
• AES encryption for all traffic
• VPN, HTTPS, WPA2 (128-bit
encryption), SSL support
• Locally-stored data purges
upon close
Platform Security
• Secure communications across
firewalls
• No database connection from
the Mobile Server
• Single Port control for data
access
• No external remote procedure
calls
Database Data Security
• Cell-level security control with
security filters
• Apps are signed to ensure the
App is authentic
• Runtime checks enforce App
Security
• AES encryption for App
credentials (digital identities,
usernames, passwords)
• Passcode required after timeout
or suspended state (iOS4)
• Single sign-on support
• LDAP, Kerberos, Tivoli, NT
Integration
• Encryption of communications
between server components
• RIPEMD-160 hashing algorithm
for storage of credentials on
the server
• AES encryption for passwords
• Access Control Lists (ACLs)
• Application Functionality
Privileges
• Native database security
integration
• AES encryption for cache
21
In terms of data protection, Apple's iOS-based mobile devices include a variety of security features designed to
protect data stored on the device itself. Features such as encryption, remote wipe, local wipe, and MicroStrategy
report caches all enhance the security of a mobile BI implementation. MicroStrategy Mobile for iPhone and iPad
maximizes the security of data transmission by leveraging mobile device capabilities, and incorporating architectural
and cryptographic features.
MicroStrategy Mobile is built to meet the security requirements of any organization and is designed to integrate
seamlessly with the proven security features of the Apple iPhone and iPad. Robust features for device security, data
security, authentication, authorization, and transmission security combine to provide a layered approach to protect
sensitive data in mobile business intelligence applications.
For more details about Mobile Security, refer to the Secure Business Intelligence on Apple® Mobile Devices -
MicroStrategy Mobile for iPhone and iPad white paper, available on www.microstrategy.com
VI. It is Critical to Pursue a Mobile Intelligence Strategy as the
Window of Opportunity is Rapidly Closing
Mobile Intelligence Is Disrupting Every Industry and is as Much a Threat as An Opportunity
Executives, the sales force, and other field personnel in any industry can benefit most from taking instant action on
their business insight. Why should an executive need to wait until he or she is at a desk to approve time-off and
other requests? Why should a salesperson write meeting notes on a clipboard, only to re-type them that night, and
enter customer information in several different software programs? Why is everyone across your organization filling
out and printing paper forms that are outdated by the time they arrive to the right people?
Mobile apps, particularly those embedded with transactional capabilities, have made these types of questions
rhetorical. Organizations can be more productive by taking immediate action and providing instant feedback
to others in ways that propel the business forward. They can save money by using transactional mobile apps to
effectively replace paper notes and clipboards with portable and interactive reports, on which users can take notes
and make changes. These apps take the efficiencies and productivity gains of Mobile Intelligence to the next level,
and can benefit every industry and organization.
Organizations who are not investing heavily in Mobile have likely already missed out on first comers advantages.
Organizations who have yet to finalize and begin implementing a Mobile strategy will find themselves jockeying
for last place. Mobile has already claimed it's first victims. Retailers have gone bankrupt (Borders, Tower Records,
BlackBuster). Business Units worth $500million 12months ago have been shut down (Cisco's Flip Video). In as little
as 36months, companies who were market leaders are finding themselves fighting downward sloping stock prices
and downward spiraling market shares (RIM). To avoid the threat of slipping far behind, organizations must mobilize
their business processes, their sales channels, their marketing, and their business intelligence. The window of
opportunity is closing rapidly. Now is not the time to start, now is the time to play catch-up.
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VII. Appendix: Industry Specific Transactional Mobile App Examples
The following are only a few of the many practical ways in which companies will use Mobile Apps Services:
Examples of Mobile Apps in Retail
Inventory and Order Management
Merchandise managers are often forced to track and change orders through multiple systems – a time-consuming
and inefficient process. Organizations can save time and effort by providing these managers with a single mobile
app to track their department’s inventory, monitor sales, and – most importantly – take immediate action such as
changing orders, accelerating purchase orders, adjusting prices, or deleting open orders for poor item performers.
Merchandise and Assortment Planning
With a mobile device in hand, a merchant can simultaneously perform analysis and take action as they finalize
item assortments for a season. First, he or she can quickly download detailed images and descriptions of all items
available from a vendor, then narrow the selection, and easily select which items will be in the final assortment for
specific store merchandising clusters.
Examples of Mobile Apps in Banking and Financial Services
Wealth and Portfolio Management
Informed decision-making and taking timely action are critical to customer confidence and success. As such,
advisors require tools that enhance their ability to effectively manage their customers and their portfolios, at any
time, from anywhere. A transactional mobile app can cover the full range of an advisor’s everyday workflow, from
analysis and asset allocation, to entering client details and generating proposals, to trade order management and
portfolio benchmarking.
Retail Branch Management
Branch and regional managers can not only monitor daily operations at their retail banks, but they can also take
immediate, efficient action. With a transactional mobile app in hand, managers can instantly approve requests while
on-the-go, and manage branch staffing in real-time. From anywhere, managers can monitor branch activity, review
and approve non-sufficient funds (NSFs), stop payments and other customer activity, and follow up with employees
and customers in a timely fashion.
Examples of Mobile Apps in Insurance
Claims Management
Quick and efficient claims processing increases customer satisfaction, optimizes settlements, and minimizes
expenses. Managing the process with an eye on claims performance metrics (such as claims cycle time) is powerful,
but being able to also take action as well is game-changing. With a transactional mobile app in hand, an adjuster in
the field can quickly update existing claims files at the time of inspection, and also input new claims.
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Premium Quoting
Complex policies require an agent or underwriter to visit a risk or prospect to determine conditions and calculate
premiums. A representative in the field using a transactional mobile app can enter or interact with account data,
generate a quote on-the-fly, and make adjustments to meet the underwriting guidelines as well as the customer’s
needs. This optimizes the quoting process and maximizes the value of time spent in the field.
Examples of Mobile Apps in Healthcare and Pharmaceuticals
Pharmaceutical Sales Representative Support
Always on the move, sales representatives often leverage mobile devices to easily share a variety of information
with doctors. With a transactional mobile app in hand, the representative can also quickly and easily log the drug
samples provided to the doctor according to compliance requirements, and also record notes on action-items. The
rep never has to re-enter the data, as it is instantly sent to the transactional system.
Supply Monitoring & Management
With a transactional mobile app, a healthcare provider can record which supplies and medication he or she
provided a patient, right at the moment of care. In addition, an editable invoice for the item can be produced from
the app. The data is instantly updated in the supply database or operational system, saving time and facilitating the
supply monitoring and management process.
Examples of Mobile Apps in Telecommunications
Network Maintenance Operations Management
As a carrier’s subscriber base grows, so do the connectivity and maintenance needs of the carrier’s network.
As well as identifying network performance gaps, a transactional mobile app can instantly assign and re-
assign maintenance work, expand project scope, and close work tickets while the team is on site. This efficient
troubleshooting and resource management translates to tangible cost and time savings.
Manufacturer and Carrier Logistics Management
Every day, logistics operations between manufacturers and carriers grow in both scale and complexity. Use a
transactional mobile app to monitor the inventory levels of handsets, accessories, and other items, and take
instant action to accelerate the supply chain and reduce costs. Place new orders directly from anywhere, forecast
availability levels, and suggest orders based on consumption levels.