More on Workflows & Business Processes for Mobile Handheld PDAs

I want to share some more thoughts on mobile software applications and automated business processes as they relate to mobile handheld PDAs. One of the key differences between a paper form and an electronic form on a handheld PDA is the ability to include automated business processes in the electronic form on the handheld. What do I mean by automated business process?

Definition of Automated Business Processes: a set of interrelated tasks linked to an activity that spans functional boundaries. Business processes have starting points and ending points, and they are repeatable.

IBM adds these valuable comments - "More importantly, the value of creating business processes for an enterprise is in the intellectual assets that those processes represent. The widgets that a business produces have value, of course; additionally, the knowledge of how to make those widgets has value too. That knowledge can be captured, added to, and improved in a business process. The scope of the widget-making process is important because doing all of the steps ensures quality widgets; doing more or less or different steps results in higher costs or lower quality or both."

One can improve the quality and consistency of the operation or business process by automating the way it should be completed. In a mobile software application for a handheld PDA, a company has the ability to ensure the appropriate business processes are done in the appropriate order. This is accomplished through a variety of means including:
  • Requiring specific information to be captured
  • Automating GPS location capture whenever a work order is completed
  • Requiring a digital signature from a customer to close out a work order
  • Requiring a digital photo of the work performed
  • Automatically capturing time and date stamps for work
  • Automatically checking inventory levels before dispatching a service technician to replace a part
  • Routing the field worker to a different set of questions, based upon answers (e.g. if equipment is broken automatically ask question #6, if equipment is repaired automatically proceed to question #3)
  • If work completed, close service order - if work incomplete answer question #2 about rescheduling work
  • etc

There are an infinite number of ways you can develop and automate business processes. These business processes, as IBM explained, can help you ensure that work is completed in a systematic and quality manner. You are in effect building "best practices" in your mobile software application.

MobileDataforce has spent the last 7 years researching and developing ways to include and manage automated business processes in mobile handheld applications. The PointSync Mobility Platform has been designed with automated business processes in mind.

Multilingual Mobile Software Applications for Handheld PDAs


Mobile software applications are often used in the field by workers using handheld PDAs that do not have English as a first language. To assist in training these workers to use mobile applications in the manner they are intended audio and video files can be included in various locations on the mobile application. These audio files are often accessed through an icon on the application next to a field or set of inspection questions. Here are some examples:


  • RFID Cattle Management application includes Spanish language audio files on the screen so workers can listen to instructions on how to correctly use the application and answer questions.
  • Construction Management application can flip back and forth between English words on the application and Spanish words on the application at the push of a button.
  • Quality Assurance applications can explain how to analyze the quality of a particular operation through audio, video and pictures
  • Instructions can tell the field worker the proper method of ordering additional products to use on a job.

Video files can also be accessed from the mobile application. Let's say a field worker has never performed a routine maintenance procedure on a peice of equipment. The service order or maintenance order can include a multilingual video file that explains how to perform the procedure. This is a powerful training aid for field workers.

MobileDataforce's PointSync Mobility Platform enables the user to access these multimedia files from within their mobile applications.

Video for Service Technicians Using Handheld PDAs


Imagine this - a junior service technician needs advice on how to repair a piece of equipment. He pulls out his handheld PDA with a wireless connection, calls his supervisor back at the office, and starts taking a digital video of the equipment. The supervisor is able to view the digital video in real time and asks the junior service technician to move the video camera around so the equipment can be viewed from several angles. Advice is given and the junior service technician completes the job.

This scenario is available today. MobileDataforce's PointSync mobile software for field service technicians is available here, and the ability to transform your Smartphone or handheld PDA into a live video cam can be found here.

More Business for Mobile Software and Handheld PDAs in Australia & New Zealand

MobileDataforce is growing rapidly in Australia and in New Zealand. We have just kicked off a number of very interesting mobility projects. One project in New Zealand is with a prominent engineering and construction company that involves mobile service requests. They are utilizing GPS, photo capture and the ability to create new service requests and job estimates on the handheld PDA from the field.

Our customer has the following business units; trucking, engineering, asset management, facility management, road and bridge building and construction and many more. Each of these business units have a need for mobile software on rugged handhelds to communicate with their management team and software in the office.

30 Reasons to Mobilize Your Business using Mobile Handheld PDAs


ROI (return on investment) is the term used to define the value of a solution relative to the cost. If a mobile solution for use on a mobile handheld PDA cost $50,000, how do you justify this investment? Management needs to see that their investment will provide them with a positive return. The following list contains some of the most common justifications for mobilizing business processes using mobile software for handheld PDAs:

  1. Eliminate time spent in the office re-typing data collected in the field.

  2. Eliminate time spent on the phone dispatching service tickets or work orders, rather dispatch electronic service tickets direct from your computer to the mobile device of your service technician.

  3. Send driving directions from Google Maps in the electronic work order; saves time finding work locations.

  4. Avoid the fuel costs incurred delivering paperwork to the office; rather synchronize the data direct from the field to the central database application.

  5. Avoid the time cost transporting paperwork from the field to the office.

  6. Save time and provide better customer service by providing real-time access to enterprise data while in the field. Enable mobile access to customer history, product documentation, warranty information, inventory information, time sheets, work schedules and much more.

  7. Speed up field data collection by using barcode scanners and barcode labels on assets. A quick scan with your handheld computer can automatically display all stored information related to the asset for quick review, edits and additions.

  8. Create and schedule service tickets direct from the field , rather than using office staff. This avoids the need to involve the central office staff for this purpose.

  9. Immediate invoicing for faster collections and cash management.

  10. Proof of work – GPS audit trail of work. Detail work completed in that location.

  11. Reduce introduction of errors - paper based systems are inherently slow and error prone. The more hands touch a paper form and add or edit data, the more chances that errors can be introduced to the data.

  12. Ensure complete data is sent from the field – incomplete field data can take hours of work to track down later .

  13. Avoid bad handwriting errors and misunderstandings – by creating prepared pick-lists and using handheld keyboards.

  14. Validate answers on the mobile software application – ensure accuracy of data.

  15. Digital images to document work - with before and after digital photos that synchronize back to the office.

  16. Push data to the handheld – avoid time on the phone and note taking while driving by pushing documents directly from the office to the handheld.

  17. Vehicle and handheld GPS tracking for quicker dispatch and least cost routing- handheld computers with GPS functionality can integrate with GIS and display the location of the field worker to help managers better organize service responses.

  18. Compute and analyze data on the handheld in the field – programmed analytics can help field users make quicker and better decisions.

  19. Automated business processes - your mobile application can be configured to perform all kinds of automated business functions, queries, computations, analytics and many more time consuming features automatically based on data input or buttons pushed.

  20. Enforce business processes for efficiency and best practices - mobile software solutions can be configured to ensure the field user follows the appropriate business processes based upon the data entered (a specific answer can force a separate business process.

  21. Avoid lost data on paper forms —capture data immediately and sync to headquarters.

  22. Avoid undocumented inventory usage and unbilled time due to forgetfulness- enforce real time data entry before clock out or work order completion.

  23. Require clock in and clock out at jobsites to document the accuracy of work estimates.

  24. Train new service technicians and inspectors with audio memos or video clips.

  25. Capture digital signature for proof-of-delivery and proof of work.

  26. Enforce and automate best practices business processes.

  27. Automatically track inventory and parts usuage on the handheld computer.

  28. Query for available inventory in nearby work vans to save travel time and fuel cost.

  29. Use information on handheld computers to up-sell more products and services while onsite with the customer.

  30. Query latest shipping status or inventory levels via handheld computer while onsite with customer

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