Confidential

Getting from PowerPoint to Production

Confidential

Sample Clients

WINTRUST FINANCIAL

Confidential

Select Partners

Confidential

How we help clients

Software Solutions

Development

& Support

Execution PlanningStrategy

We help organizations transform during the “Great Mobile and Tablet Disruption”: “Mobile first” business strategy and execution planning Custom software development & architecture (US, UK, &

LATAM) Software solution templates for off-the-shelf use or

customization

Confidential

Much at stake with mobile, tablet

For example, one of our clients saw a 67% reduction in abandonment by implementing a user-friendly, mobile-optimized site

Organizations struggle to get “from PowerPoint to Production” in addition to making the right strategic decisions for mobile

60% Mobile OS

now

Confidential

The Pipeline is Too Narrow

Reasons are many: Budget / Executive support (Biz & IT) team organization Lacking new skills, changing

fast Lacking partners with right

resources (skills, technology) Integration

Development

Products

Confidential

How we help speed things up

Plus Resources must have extensive mobile industry experience Require domain expertise in the regulated industries Business skills critical in quantifying value of opportunities and delay costs Require both business & technology experience to remove roadblocks Analyze other industries with maturity in mobile to adopt best practices Require deep analytics expertise and building-in Tealeaf, web analytics, etc.

In addition to software development experience.

JavaScript API (extends Cordova.xml)

Native API Implementation

s

Object Model Framework

CUFX

An

aly

tic

s

ACORD CRM Etc

Cloud

Object Model Integration

Analytics

Extended Services

Worklight

Industry App Templates

Design Patterns & Best Practice Software Frameworks

Partnerships with leading vendors

Confidential

Mobile Agent: Key Features Unified CRM, Quoting & Tools

◦ Add contact via driver’s license◦ Voice search◦ Conversation recording◦ Quick access to notes◦ Trailing documents◦ Dashboard charts & reports◦ Calculators◦ Product illustrations◦ Appetite guides &

class codes

Configurable integration◦ Mainframe terminal◦ Web quoting◦ Mobile Optimized workflow◦ Support for major CRM providers

Cross-platform◦ Hybrid: IBM Worklight, Cordova/PhoneGap, Dojo◦ Traditional web option

Confidential

Example: Hybrid Framework Developed by us based on our past experience

Extend Cordova (aka PhoneGap)

Simplifies JavaScript interactions, speeding development

Provide object models for mobile client apps in JavaScript and native mobile OS languages (Objective C, Java, C#, etc.)

Object models reduce complexity significantly

Provide object models for specific standards (ie CUFX, OFX) and promote development of others

Provides built-in facilities for analytics and customer experience management (CEM)

Encourages adherence to the latest industry best practices

JavaScript API (extends Cordova.xml)

Native API Implementation

s

Object Model Framework

CUFX

An

aly

ticsOFX CRM Et

c

Cloud

Object Model Integration

Analytics

Extended Services

Worklight

Confidential

Example: Mobile Team Structure

Single team of mixed skills

◦ Business and technology, from requirements development to launch

◦ One leader, empowered to make decisions, but working very closely with Technology Lead

◦ Team size should remain relatively small (no more than 10-15) Technology should understand the business case Business should understand the technology Reduce cost and time by minimizing back-and-forth and the risk of miscommunication Ensure everyone truly understands the goals, context, risks and issues Work as an integrated unit, not distinctly separate teams communicating through

intermediaries Operate within a single governance framework

Business Leader

Technology Leader

ArchitectBackend

DeveloperUX

DeveloperQA Lead

UX Designer

Business Analyst

Confidential

Integration

Worklight & Cast Iron integrate CRM for most providers◦ Salesforce.com◦ Siebel◦ SAP◦ NetSuite◦ Microsoft

We have deep experience with integration and work on open standards bodies efforts (CUFX)

Design with custom and configurable interfaces in mind◦ JSON or XML◦ REST over HTTPS

Provide access to content without waiting for custom integration by embedding mainframe and web access

Support secure end-points using IBM Cast Iron & Secure Endpoint adapters

Confidential

Sample Introductory Engagement Week 1 - Preparation (~2 days)

◦ Review any documentation provided including previous research on mobile vendors, business process documentation,and technical detail

◦ Prepare for on-site visit including tailoring market overview for your interests

Week 2 - Initial on-site meeting (2-3 days with 2 senior consultants)◦ Document your goals and business objectives◦ Provide an overview of the types of mobile

functionality applicable to your target audience◦ Ideation session exploring business assets to expose via mobile ◦ Identify key technology, resource constraints, and top 5 mobile

opportunities◦ Identify potential integration points for top 5 features◦ Hold investigative meetings/interviews to identify key metrics◦ Estimate high-level business opportunity for top 5 features◦ Produce preliminary prioritization of top 5 opportunities

Week 3 – (6 days,, on-site time variable)◦ Identify likely mobile vendors/technology providers for further evaluation

of their interest and ability to meet requirements.◦ Refine prioritization and high-level business benefits and develop high-

level mobile roadmap◦ Prepare Executive presentation

Week 4 – Delivery (1 day on-site)◦ Present Mobile Roadmap - prioritize opportunities, benefits and

recommend next steps

Confidential

Sample Opportunity Prioritization

High

Low

High Low

BENEFIT

DIFFICULTY

Order Status

Contextual Call Handling

E-signature

Alerts - Service/Payment Client Needs Review Tool

Regional Supervisor app

Links

Advisor tablet

Simplify Getting Mobile Credentials

Responsive Design of all sites• Optimize existing web sites for

mobile• Mobile enables existing web

sites

EFT Enrollment w/Check

Full enterprise integration

Facility Mapping tool

Paper checklistsInventory Process

Advisor TrainingCommission CalculatorFacility Mapping Tool

Client tablet

Image captureQuote completionSupporting & trailing documentationBill payment

Policy changes

Telematics

Confidential

Sample Output:Suggested Mobile Roadmap – Summary

Horizon 3(2016 and beyond)

Horizon 1(2013-2014)

Horizon 2

(2014-2015)

Solidify competitive parity

Take the lead

Build competitive advantages

• XXXXXX• XXXXXX• XXXXXX• XXXXXX

• XXXXXX• XXXXXX• XXXXXX

• XXXXXX• XXXXXX• XXXXXX

Confidential

Other Typical Projects

Conduct a survey of customers to validate and quantify interest in the identified mobile opportunities

Select capabilities to focus on for detailed analysis Develop business requirements Evaluate technical feasibility of integration points Evaluate mobile vendors for ability and interest in

supporting desired capabilities Develop architectural & technical requirements Calculate product development & operational

estimates Assist in vendor selection & contract negotiations Develop Go-To-Market plan with your team Product development, assist in product development

or provide execution oversight Outsource select development projects Recommend testing strategies to streamline and

improve quality Perform periodic analysis of user experience metrics

& KPIs

Confidential

Thanks

Software Solutions

Development

& Support

Execution PlanningStrategy

Let us know what we can do to help you.

David Eads – david@mobilestrategypartners.comGeorge Kelley – george.kelley@mobilestrategypartners.com