The six steps to ensuring a successful mobilization of your workforce. Neil Grunberg, the VP of Client Services for Vortex Connect manages the Client Engagement team and he is tasked to make every Vortex customer successful and happy with their mobile deployments. Neil has over a decade of workforce management experience and he will highlight the successes and pitfalls of a mobile deployment. From managing and selecting the right devices to support, to determining what systems you want to prioritize, mobile device management (MDM), how to select the right solution and how to deploy, how to build a business case and ROI, lastly addressing change management and user acceptance of managing a new workflow processes.

1. You Want to Mobilize Your
Workforce… Now What?
The 6 Steps to Ensuring a Successful Mobile WFM Project
A HR.com IHR Series Webinar
Presented by Neil Grunberg,
VP Client Services, Vortex Connect

2. About the Presenter
Neil Grunberg, Vice President of Client Services, Vortex Connect
11 Years Focused on only:
– Workforce Management
– Operations
– Mobility
– Career in both Sales & Professional Services
A little bit about Neil …
– Gadget nut!
• www.appadvice.com
• www.techcrunch.com
– Still using a BlackBerry but in love with iOS devices (Apple TV, iPad)
– 2 daughters who could lap most on iPad use (2.5 and 5 years!!!)

3. About Vortex Connect
Mobile Workforce Management, B2E and Operations Leaders
Deep partner eco-system
Enterprise Vendors
Technology Partners
Consulting Leaders
Multi-Industry Focus, Worldwide Leading Clients
Healthcare Retail Pharma Field Services Energy & Utilities
Gov/Higher-Ed Home-Healthcare Manufacturing Hospitality Business Services

4. The Vortex Connect Suite of Modules
Mobile Shift Mobile Employee Mobile Manager Operations
Connect Connect Connect Connect

5. Agenda
Introduction
– About the Presenter & Vortex Connect
Why Mobility Matters?
The 6 Steps To Preparedness

6. How Associates Plan Their Night
Invite friends to go out using Facebook
Decide on which restaurant to go to using Urbanspoon
Make reservations using Open Table
Check-In using Four Square
Decide which Entrée to order using Yelp
At dinner, decide and buy movie tickets using Flixster
Take a picture and tag friends on Facebook
Review the restaurant using Zagat
Check-In at the movie using Four Square
Tweet about the movie
Post about the night on Facebook

7. How Associates Do Their Work
Call into work to find out when they are working next
When at work run to the back room to check the schedule
Write their boss a note if they want to take a day off
Punch in on a clock
Check with their manager to see what they should be doing
Leave the task at hand to do e-learning or track down a manual
Let the supervisor know the task is complete
Tell people about what you have learned (hope it is passed along)
Transfers jobs by heading back to the clock or entering in a log book
Fill out a paper form to validate work has been completed
Complain 2 weeks later that the overtime worked wasn’t paid out


8. Step 1: Take Stock of Your Infrastructure
1. Determine Device Footprint
– Management
– Employees
2. Take Employee Pulse for Channel Communication
– SMS Literate
– IVR Comfortable
– Email
– Personal Email
3. Communicate with IT Regarding Device Policy
– BES
– Bring Your Own Device
– Corporate Device Policy

9. Step 2: Determine Systems & Features
1. Take Stock of All Enterprise Systems in Place Today
– Scheduling
– Time and Attendance
– HR
– ERP
– Etc.
2. Identify Each System’s :
– Deployment Strategy: On-Premise or Hosted
– Accessibility of data in/out of system
3. Separate Systems Into Roles & Use Cases
Frequency

10. Step 3: Device Management & Procurement
Fill in Important Logistical Gaps and De-Burden IT Team
– Procurement & Deployment of Devices
– Manage Provisioning of Applications
– Remote Monitor and Secure Devices
– Outsourced Mobile Support
Valet Service: The Opposite of  Guy
– Equivalent of Parking, Detailing, Washing, Running Your Dry-
cleaning, Doing Your Groceries and Paying for Dinner

11. Step 4: Air Traffic Control Plan
Choice 1: 1 App into Multiple Systems or Multiple Apps
Choice 2: Which System First, Second, Third…
Choice 3: Which Groups First, Second, Third…
2
1
3

12. Step 5: Building the Business Case
Leverage Existing Industry Standards
– Examples:
• Automated Shift Filling = 67% Savings in Scheduling Time
• Automating Accurate Time Tracking = 1-4% Reduction in Payroll
• Mobilizing Employee Self Service = 14% Increase in Engagement
Focus on 1st Phase Elements to Ensure Early Returns
Soft Benefits are Important Also
Buy-In From Employees, Managers & Executives

13. Step 6: Educate Pre & Post Deployment
Multiple Channel Training
– Mobile = pocket…
Best Practices
– Peers have deployed with great success, lean on them, vendors &
consultants
Myth Busting
– Employees – it will cost them
– Manager – every employee needs a device
– IT – bandwidth
– Organization – device standardization required
Post Deployment as Important
– Identify what has worked
– Fix what hasn’t worked

14. Questions?
My Info
Neil.grunberg@vortexconnect.com
www.vortexconnect.com
416-203-7787
Social Media:
www.facebook.com/vortexconnect
Twitter: @vortexconnect
LinkedIn: Mobile Workforce Management Professionals