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Improve ROI by investing in a mobile workforce - plan it

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Improve ROI by investing in a mobile workforce
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Overview

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Understand It

Plan It

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Do It

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Before you begin acquiring equipment and sending employees out the door, you need to determine the right mobile strategy for your company. This section helps you evaluate your current business activities and environment, as well as data needs, to formulate the best mobile plan for your organization. Then you'll learn how to create a strategy for integrating wireless connectivity into your corporate infrastructure.
To get your mobile workforce on the road, you need to do four things:
1.  Assess the data requirement needs of the workforce.
2.  Determine your company's readiness to support a mobile workforce.
3.  Evaluate your organization's mobile integration points.
4.  Create a mobile strategy.

Assessing data requirements

To plan for a mobile workforce, you need to consider what the mobile workforce needs to best serve your company. For example:
•  If you're a sales executive, would you be more effective if you could access a client's purchasing records and credit information before an onsite sales meeting?
•  Before you make a sales call, would it be helpful to research competitors on the Internet to be prepared to answer any competitive questions that might arise?
•  Where is your work typically done when you're on the road? Are you always able to access Wi-Fi hotspots or is your geography more complicated? Would Mobile Broadband that doesn't need a Wi-Fi hotspot help you get your work done more effectively?
•  As a support technician or consultant, would access to customer service records help you better diagnose customer problems and determine the right repair parts so you don't have to make a return trip?
•  Do you fly regularly and need to make travel arrangements quickly using the Internet?
•  Do you need to securely access sensitive company documents to determine the best approach for assisting a customer?
•  When working at remote sites, will workers need to access or print important documents, e-mails or notes for reference in meetings?
•  When you finalize a deal or amend a scope of work with a client, would the process run more smoothly if you could immediately contact company management for required approvals?
•  On the road, do you need access to a shared calendar, contact information, voicemail or other office functions?
These scenarios probably don't address every mobile workforce need you might have, but use them as a starting point on the needs your company's workers might have when working away from the home office.

Determine company readiness for a mobile workforce

Although industries and companies are increasingly moving to a mobile workforce solution, it's important to understand how the solution can benefit the bottom line. As you explore your company's readiness for a mobile workforce, ask yourself these types of questions:
•  Have specific jobs within the company already been identified for mobile work, or do those jobs still need to be defined?
•  Do executives already support the concept, or does education need to occur to explain the potential ROI involved?
•  Does the human resources department understand the needs of a mobile, flexible workforce? If not, what training needs to occur?
•  Has someone in the IT department already determined which products will best suit your company's mobile workforce? If not, who will do that and how long will the process take? Is IT ready to manage remote support?
•  Is there a budget in place to add the technology required to support an effective mobile workforce? If not, where will the executive sponsorship come from to obtain the proper approvals so purchases can be made?
As you can see, many different areas of the company are impacted by a mobile workforce implementation. It's a good idea to assemble all the affected departments of your company and create a mobile workforce support team. This will help ensure consistency across the company when dealing with mobile needs, as well as help address any organizational concerns with the concept.

Evaluate your organization's mobile integration points

When planning for a mobile workforce, you must consider your company's current application architecture. This architecture review will determine your organization's current mobile integration points, and whether or not any changes need to be made to them.
For example, if your company already uses Microsoft Exchange Server 2003 (SP2) or 2007, it already has mobile integration points ready to support a wide variety of mobile products—smartphones, PDAs (personal digital assistants) and notebook PCs—and services, such as voicemail and e-mail. Examine the data requirements you've developed, and then determine how those requirements could be efficiently and effectively delivered to your mobile workers using the mobile integration points your company already has in place.
You might discover you need to implement a mobile solution that requires additional software and hardware to support it; however, you might also determine you have the necessary infrastructure in place to move forward immediately.

Create a mobile strategy

Now you're ready to create a mobile strategy. It's going to be unique, because your company's needs are unique. Don't be swayed into purchasing products because a competitor is using them; take the time to thoroughly research a variety of products before making a final decision. For example, your competitor's solution might involve the use of ultra light notebooks and cell phones, although your solution might include tablet PCs, a mobile inkjet printer and smartphones.
When creating a mobile strategy, you're encouraged to engage the people who'll ultimately be using the solution. If, for example, the majority of workers are sales people, talk to a group of them to be sure you have a solid understanding of their needs. If, on the other hand, mobile workers will be scattered across the company, talk to a group that includes representatives from each group to see how needs are similar or how they might vary.
Above all, be certain that your mobile strategy enables workers to access the data requirements determined previously. Just because a product is trendy doesn't mean it provides the data your workers need on the road.
Next, in the Do It section, learn how to get the right equipment and how to establish your mobile workforce.
•  Next: Do it

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