Mobile Forms, Mobile Applications & Mobile Business Processes

Our customers often follow a learning path when it comes to mobilizing their business. Let me identify several steps on this path:

  1. Mobile forms - replace paper forms with electronic forms on handheld computers, Tablet PCs or laptops.
  2. Evolve the electronic form to become a full mobile database application on a mobile computer
  3. Extend business processes out from the enterprise and into the mobile database applications.
  4. Replace many traditional communication methods (phone calls, faxes, web queries) with real time enterprise database queries from mobile database applications.

Let me walk you through a scenario -

  1. Step 1 - Company M wants to replace paper service orders with electronic service orders on a ruggedized handheld computer. In phase 1, they are content to pick up the handheld in the morning with pre-loaded service orders, and return the handheld device at night to synchronize the work they accomplished during the day. This saves a great deal of data input and mistakes by the office staff. It is a simple forms application.
  2. Step 2 - Company M decides they would gain a great deal of efficiencies if they could dispatch service orders during the day directly to the handheld computers, and synchronize the completed or pending service orders throughout the day. This requires a database application to run on the handheld for data storage and database synchronization. It also requires a wireless network card so you can synchronize data over the mobile phone networks, and a synchronization server to keep all handhelds synchronized with your internal enterprise databases.
  3. Step 3 - Extend business processes out to the mobile handheld device. Company M now wants to attach an inventory tracking process to their mobile service order application. When parts get used on a service call, they want the parts to be automatically removed from the inventory tracking software application in the office. This can easily be added to their mobile database application.
  4. Step 4 - Digital signatures are added to the service order application on the mobile device. Scheduling additional service calls can be added to the mobile device. Querying customer history can be added to the mobile database application. Credit card processing can be added tot he mobile application....plus much more.

In summary, most companies don't jump in and do everything that is possible in the first deployment of a mobile solution. There are phases, and an evolution of a mobile solution. MobileDataforce's mobile software platform enables companies to evolve on their own schedule, budget and learning curve.

Business Processes and Mobile Handheld Solutions

A successful business is made up of successful business processes. In business terms, in order to be successful, the business processes in use must produce overall profits. With those assumptions in place - let's discuss the following scenario:

Company X is profitable, but wants to reduce the costs associated with their service order and dispatch processes. They want to reduce the time, paperwork and administration costs of dispatching, re-typing and processing field service orders.

Company X determines that mobilizing their service order processes by dispatching and closing service orders using mobile handheld computer solutions that synchronize remotely with a service order management system in the central office would dramatically reduce the costs and improve profitability.

The dilemma: Many off-the-shelf service order management systems don't currently have a mobile client that runs on a handheld computer, or the ones that do, don't support the "unique" business processes that Company X uses as competitive advantages. Let's discuss this in more detail by given some examples of business processes that might be competitive advantages:


  1. Company X - inventories parts inside service vehicles to reduce driving time to and from the warehouse. This saves time, fuel costs and increases the number of customers serviced by each team on a daily basis.
  2. Company X - has 1 vehicle in each region that carries special parts that are less common. This vehicle acts as a mobile warehouse for these parts. Other service teams can meet up with this mobile warehouse when they need special parts.
  3. Company X - has a 1 business day guarantee on service for their clients. No one else can support this service, so it is a significant advantage.

Let's stop here and consider Company X's needs. They need to mobilize their service order processes, but they don't want an off-the-shelf solution that can not support their competitive advantages. What is the answer?

The answer of course, is to mobilize their service order processes in a manner that supports their competitive advantages. This is unlikely going to be with an off-the-shelf software product. It is much more likely that they need to find a mobile software platform that can support their unique processes, support the handheld computers they select, and can integrate with their existing service order management solution that is used in the central office. Bottom-line, they need a custom solution.

Custom solutions often carry large price tags that make them too expensive for the small to medium size service company. How to you solve this issue? You find a mobile software platform that can meet your requirements that is not too expensive.

Let's again review the identified competitive advantages in the 3 points above:

  1. The service vehicles carry inventory to reduce driving time to and from the office. The problem - currently the paper based service order process forces the field service teams to drive back and forth to the office to pick up and deliver the paper service orders so this negates the fuel savings advantages. The solution - dispatch service orders via a wireless network providers' data services plan using GSM/GPRS (mobile phone network) to send service orders to the mobile service technician's handheld computer. In addition, completed service orders will also can be sent directly to the central office without the need to drive back to the office. This provides time saving, fuel saving and allows a field service team to complete more service orders in a day which saves on personnel costs.
  2. Company X has 1 service vehicle in each region that carries special (meaning less common parts). Any service team requiring these special parts must locate this vehicle and meet up with it to get the parts. The current process requires service team 1 to call the central office, ask which service vehicle inventories the special part, find the location of that vehicle, and coordinate a meeting point. This is very time consuming. The solution - the handheld computers support an integrated GPS system that identifies their locations at all time. Any field service team can quickly query on their handheld computer for the closest service vehicle that inventories the required parts. A meeting place can be quickly coordinated, the part acquired and the service performed.
  3. Company X has a 1 business day guarantee on their service. Mobilizing the dispatch of service orders, and optimizing the parts inventory retrieval process, plus the integrated GPS system in the handheld computers allow the central office to optimize the driving, dispatching and support of this unique business process.

There are many additional competitive advantages that clever business people can design. You do not want a mobile software platform that will limit your ability to be clever and make money. You need a mobile software platform that is powerful and flexible enough to support your unique business processes and is affordable.

Of course I have a recommendation - MobileDataforce's PointSync allows you to model and design the way you want to communicate and track your field services' business processes. It supports your mobile business processes in the manner that protects and promotes your competitive advantages.

Public Roads - September/October 2006 Issue

In the mail this morning I received the most recent issue of Public Roads from the TFHRC. The Turner-Fairbank Highway Research Center (TFHRC) is a federally owned and operated research facility in McLean, Virginia. TFHRC is the home of the Federal Highway Administration's (FHWA's) Office of Research, Development, and Technology. They also publish the journal Public Roads. In this journal there is a lengthy case study of how the Idaho Transportation Department uses MobileDataforce's inspection and asset management software for handheld computers.

Paul Ziman, operations, pavement, maintenance, and materials engineer with the Federal Highway Administration's Idaho Division Office is quoted as saying, "We are excited about the innovative use of PDA devices for maintenance acitivies... ITD (Idaho Transportation Department) has been pleased with the performance of the PDAs. Currently, the main use is as a platform for supporting electronic forms in the field. This method would be ideal for any personnel required to complete paperwork while operating away from their office. The form design software is easy to use, and the forms themselves operate smoothly and intuitively."

MobileDataforce's EMEA Partner Summit


This week we conducted our first European Partner Summit in Den Bosch, The Netherlands. We had 24 reseller and alliance partner organizations attend this event. I want to thank all of our partners for dedicating their time to this event. We appreciate it!

Many of the Benelux's largest systems integration companies are now MobileDataforce partners. We spent the day training our partners on how best to market, sell and implement mobility solutions. Many of our partners are building complete mobility practices around the PointSync Mobility Platform. PointSync is designed perfectly for the systems integrator. They can deliver just about any kind of mobility solution imaginable using PointSync. I wrote a detailed blog article the other day on the advantages of standardizing on a mobility platform.

Here is partial list of attending partners:

  • Modatec
  • Hewlett Packard
  • Palm
  • Symbol Technologies
  • Intermec
  • Sybase
  • Gap Gemini

One of our partners is now working on 8 different mobility projects with one company. They are using PointSync to deliver each of them - even though each project involves a completely different business process.

Thanks again to all of our reseller and alliance partners for attending.


Sharing Information & Thoughts On Mobile Solutions


I believe that it is helpful and beneficial to share information on best practices for implementing enterprise mobile software solutions. I receive nearly daily feedback that this blog is useful and provides a valuable service. I also know our competition reads this blog so they also can learn how to run a software business. That is OK, I want their customers to benefit from MobileDataforce's shared knowledge.

MobileDataforce is happy to provide speakers and consultants to help companies and organizations learn more about implementing mobile solutions. If you would like to discuss your mobility projects please contact us.

Interviews with Kevin Benedict