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Mobile CRM and beyondMartin Booth
Partner Technical Specialist
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
Road to Mobile Solutions
Road to Mobile Solutions
Prepackaged: Examples
SiebelSiebel
SAPSAP
PeopleSoftPeopleSoft
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
Microsoft CRM Mobile v1.2
Microsoft CRM Mobile v1.2
Familiar Interface List Based Views Mange with Ease
Microsoft CRM Mobile v1.2
Related Information Subscription based
Microsoft CRM Mobile v1.2
Customizable Forms
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
Road to Mobile Solutions
80% Packaged
Primarily end-to-end solution that requires Primarily end-to-end solution that requires customization to “fit” your specific needs. customization to “fit” your specific needs. May require internal or services customization.May require internal or services customization.
Example: ConchangoExample: ConchangoKPI Dashboard KPI Dashboard
• Web servicesWeb services• Rich UIRich UI• ReportingReporting• NotificationNotification• Server-Side XML Server-Side XML
templatestemplates
Conchango Mobile Fusion Architecture:
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.
Road to Mobile Solutions
20% packaged
• On-Device XML Web Services Client, serverOn-Device XML Web Services Client, server• Up to 10x faster performance Up to 10x faster performance • Guaranteed one-time transactions Guaranteed one-time transactions • Enterprise-Side push and pull Enterprise-Side push and pull • Peer-to-peer collaboration Peer-to-peer collaboration • State-of-the-art transaction and data security State-of-the-art transaction and data security • Familiar programming environment Familiar programming environment • Out-of-the-box integration Out-of-the-box integration • Built-in application frameworkBuilt-in application framework• Accelerates development Accelerates development
Primarily defined as developer widgets or a frameworkPrimarily defined as developer widgets or a frameworkthat provides a “shortcut” to a development project. that provides a “shortcut” to a development project. Will require services or internal development.Will require services or internal development.
Example: Odyssey Software ViaXML2Example: Odyssey Software ViaXML2
Pre-Built Mobile Infrastructure Modules
Windows Mobile 2003/2005/Windows CE.NETWindows Mobile 2003/2005/Windows CE.NETOS
OS
COM and ActiveXInterop for
.NET CF
Bi-directionalCompression and
Encryption
Store and Forward XML Web Services
Remote Device Management and Control
Network Adapter Management
GuaranteedOne-Time
Transaction Invocation
SignatureCapture
and Digital Canvas
GPRS/CDMA Persistence
andSignal Strength
Monitoring
ApplicationApplication
Odyssey Odyssey SoftwareSoftwareProductsProducts
A rock solid A rock solid foundationfoundation
for your for your mobile mobile
enterprise enterprise solution!solution!
.NE
T C
om
pac
t .N
ET
Co
mp
act
Fra
mew
ork
Fra
mew
ork
EnterprisePush or Pull
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
Build from scratch
Think Ahead
Understand your development capacity
Build within your capacity
Leverage developer widgets where possible
Leverage pre-packaged when available
Road to Mobile Solutions
Server Side Or Smart Client
Build from scratch
Server Server SideSide
SmartSmartClientClient
??
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 Or Smart Client
Build from scratch
Server Server SideSide
SmartSmartClientClient
??
Server side
– Broad device support
– Server-side logic
– No client installation
– Browser or messaging UI
– Online only
Smart Client
– Target smart devices
– Client side logic & data
– UI flexibility
– Performance
– Offline & Online
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_mob_apps.asp
