I want to be connected to my organisation's databases everywhere, all the time. Can I? Should I? And how would it work if I did?
Stuart Lunn, Infoworks
Top 5 Benefits OF Using Muvi Live Paywall For Live Streams
App crazy?
1. Stuart Lunn
App Crazy?
I want to be connected to my organisation's databases
everywhere, all the time.
Can I?
Should I?
And how would it work if I did?
2. App crazy…Can I? Should I? How would it work?
Stuart Lunn
Tim Grayston
• Databases, MIS, CRM
– PaperBuilding & software generation
– Big, beautiful, browser-based information systems
• Why ‘App Crazy’?
– Infoworks’ labs
3. Stuart Lunn
App Crazy?
I want to be connected to my organisation's databases
everywhere, all the time.
Can I?
Should I?
And how would it work if I did?
4. App crazy…Can I? Should I? How would it work?
I want to be connected to my organisation's
databases everywhere, all the time.
• App Crazy
– 40hrs / hot PC - coffee break =?
– App = free time nappy?
• Who here wants this?
• Apps today
– Email, Diary, Shop, Record, Facebook
– Work
5. App crazy…Can I? Should I? How would it work?
I want to be connected to my organisation's
databases everywhere, all the time.
• Can I?
6. Stuart Lunn
App Crazy?
I want to be connected to my organisation's databases
everywhere, all the time.
Can I?
Should I?
And how would it work if I did?
7. App crazy…Can I? Should I? How would it work?
I want to be connected to my organisation's
databases everywhere, all the time.
• Should I?
– MyApp = ?
– Benefits?
8. App crazy…Can I? Should I? How would it work?
Mobile Opportunities
• Doing
– Some processes suited
• small data
• simple transaction
• Managing
• My big picture
• My pulse
9. App crazy…Can I? Should I? How would it work?
Imagine a Third Sector Organisation
Fundraising
Third
Sector
Org
Membershi
p
Events
Cases
Advice &
InfoSales
Volunteers
10. App crazy…Can I? Should I? How would it work?
Eg
Fundraising
Domesti
c
Violence
Watch
Membershi
p
Events
Cases
Advice &
InfoSales
Volunteers
Accounts
HR
11. App crazy…Can I? Should I? How would it work?
Eg DVW
Fundraising
Domesti
c
Violence
Watch
Membershi
p
Events
Cases
Advice &
InfoSales
Volunteers
Accounts
HR
12. App crazy…Can I? Should I? How would it work?
Mobile Opportunities at DVW – doing
• Some processes suited
– small data
– simple transaction
– … all different
DVW Case
Manager
Case: DVW20200
Status: Active
Priority: 34
Address: 22 Baulk
Lane, Harworh DN11
2PS
Tel: 07186 871 777
Case notes: Approach
with caution, partner is
armed and
dangerous...
Case worker: Mary
Bell
Star
t
o Assign case
worker
o Record notes
o Raise priority
o <<Panic>>
o Recently
viewed
o Home
13. App crazy…Can I? Should I? How would it work?
Mobile Opportunities at DVW – managing
14. App crazy…Can I? Should I? How would it work?
Mobile Opportunities at DVW – managing
DVW Mini MIS
Pipeline
New 55
Provisional 31
Accepted 54
In progress 3244
Review 342
Crisis 12
Dormant 343
15. App crazy…Can I? Should I? How would it work?
Mobile Opportunities at DVW – managing
New 55
Provision
al 31
Accepted 54
In
progress 3244
Review 342
Crisis 12
Dormant 343
DVW Mini MIS
Pipeline
DVW Mini MIS
Pipeline
New 55
Provisional 31
Accepted 54
In progress 3244
Review 342
Crisis 12
Dormant 343
0
500
1000
1500
2000
2500
3000
3500
New
Provisi…
Accept…
In…
Review
Crisis
Dormant
16. App crazy…Can I? Should I? How would it work?
Mobile Opportunities at DVW – managing
DVW Mini MIS
Case Load
DVW Mini MIS
Case Load
Month Mary Jan Bill
Previou
s 2 21 16
Current 12 21 15
Projecte
d 22 15 17
0
5
10
15
20
25
Mary Jan Bill
Previous
Current
Projected
17. App crazy…Can I? Should I? How would it work?
• My Big Picture
Mobile Opportunities at DVW – managing
DVW Mini MIS
Pipeline
DVW Mini MIS
Case Load
DVW Mini MIS
Staff
Utilisation
DVW Mini MIS
Inc / Exp
DVW Mini MIS
Budget
DVW Mini MIS
Donor
Retention
18. App crazy…Can I? Should I? How would it work?
• My Pulse
Mobile Opportunities at DVW – managing
DVW Mini MIS
Worker Load
Today
DVW Mini MIS
Case Status
Changes
Today
DVW Mini MIS
Hours
Worked
Today
DVW Mini MIS
Approvals
needed
DVW Mini MIS
Spending
Requests
Today
DVW Mini MIS
Donations this
month
19. App crazy…Can I? Should I? How would it work?
Mobile Opportunities at DVW
• Doing
– Some processes suited
• small data
• simple transaction
• … all different
• Managing
• The big picture
• The pulse
• …. all similar
DVW Mobile
Case Manager
MIS – big
picture
MIS – the pulse
DVW Case
Manager
Case: DVW20200
Status: Active
Priority: 34
Address: 22 Baulk
Lane, Harworh DN11
2PS
Tel: 07186 871 777
Case notes: Approach
with caution, partner is
armed and
dangerous...
Case worker: Mary
Bell
Star
t
DVW Mini MIS
the pulse
Hours Worked
Today
Worker Load
Today
Case Changes
Today
Approvals
Needed
Spending
Requests
DVW Mini MIS
big picture
Staff
Utilisation
Pipeline
Case Load
Inc / Exp
Case Load
DVW Mobile
Case Manager
MIS – big
picture
MIS – the pulse
20. App crazy…Can I? Should I? How would it work?
Mobile Opportunities at DVW
• Doing
– Some processes suited
• small data
• simple transaction
• … all different
• Managing
• The big picture
• The pulse
• …. all similar
• Optimal
DVW Mobile
Case Manager
MIS – big
picture
MIS – the pulse
DVW Mobile
Case Manager
MIS – big
picture
MIS – the pulse
Doing
Big
Picture Pulse
21. App crazy…Can I? Should I? How would it work?
I want to be connected to my organisation's
databases everywhere, all the time.
• Should I?
– MyApp = ?
– Benefits?
• Staff
– Modern, Caring
• Clients
– More responsive, more efficient … better service
• Managers
– See big pic + finger on pulse when out and about
– Picasso
– Less analysis; more act on insight
22. Stuart Lunn
App Crazy?
I want to be connected to my organisation's databases
everywhere, all the time.
Can I?
Should I?
And how would it work if I did?
23. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
• Conceptually
• Practically
• Demo
• Deployment etc
24. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
• Conceptually
– Data source patch work – eg AcSys, Case Management, Fundraising
– KPIs
– Web service
– Mobile app
• Authenticate
• Query
• Store
• Display
• [Update]
25. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
CRM
A/cs
…
KPI 1
KPI 10
KPI11
….
KPI N?
….
Web Services
1
…
10
11
N
…
…
A
26. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
CRM
A/cs
…
KPI 1
KPI 10
KPI11
….
KPI N?
….
Web Services
1
…
10
11
N
…
…
Authenticate
…
Query
…
Store
…
Display
…
A
DVW Mini MIS
Case Load
0
5
10
15
20
25
Mary Jan Bill
Previous
Current
Projected
27. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
CRM
A/cs
…
KPI 1
KPI 10
KPI11
….
KPI N?
….
Web Services
1
…
10
11
N
…
…
Authenticate
…
Query
…
Store
…
Display
…
A
28. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
Practically!
A development story…
1. Select application area
2. Select target mobile operating systems
3. Acquire development software
4. Acquire development hardware
5. Prepare KPI database queries
6. Project creation
7. Web services creation – Authentication
8. Contact… Hello World
9. Bring back data
10. Display Data
29. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
Practically!
A development story…
1. Select application area
2. Select target mobile operating systems
3. Acquire development software
4. Acquire development hardware
5. Prepare KPI database queries
6. Project creation
7. Web services creation – Authentication
8. Contact… Hello World
9. Bring back data
10. Display Data
Our own Project Management
& CRM system for Staff and
Client use – called iSafe
Tracks
People, Projects, Phases, Deve
lopment Requests, Support
Calls etc
30. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
Practically!
A development story…
1. Select application area
2. Select target mobile operating systems
3. Acquire development software
4. Acquire development hardware
5. Prepare KPI database queries
6. Project creation
7. Web services creation – Authentication
8. Contact… Hello World
9. Bring back data
10. Display Data
- Microsoft Windows 8
- Android
- iOS
31. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
Practically!
A development story…
1. Select application area
2. Select target mobile operating systems
3. Acquire development software
4. Acquire development hardware
5. Prepare KPI database queries
6. Project creation
7. Web services creation – Authentication
8. Contact… Hello World
9. Bring back data
10. Display Data
For Windows 8:
Visual Studio Express 2012 for
Windows Phone
32. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
Practically!
A development story…
1. Select application area
2. Select target mobile operating systems
3. Acquire development software
4. Acquire development hardware
5. Prepare KPI database queries
6. Project creation
7. Web services creation – Authentication
8. Contact… Hello World
9. Bring back data
10. Display Data
Visual Studio Express 2012 for
Windows Phone – requires a
Windows 8 PC to run…
33. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
Practically!
A development story…
1. Select application area
2. Select target mobile operating systems
3. Acquire development software
4. Acquire development hardware
5. Prepare KPI database queries
6. Project creation
7. Web services creation – Authentication
8. Contact… Hello World
9. Bring back data
10. Display Data
Write Microsoft SQL Server
database queries, ‘stored
procedures’
KPI 1 Show me number of
requirements at each status
Eg
Development = 50
PM Check = 33
CPM Test = 78
34. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
Practically!
A development story…
1. Select application area
2. Select target mobile operating systems
3. Acquire development software
4. Acquire development hardware
5. Prepare KPI database queries
6. Project creation
7. Web services creation – Authentication
8. Contact… Hello World
9. Bring back data
10. Display Data
35. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
Practically!
A development story…
1. Select application area
2. Select target mobile operating systems
3. Acquire development software
4. Acquire development hardware
5. Prepare KPI database queries
6. Project creation
7. Web services creation – Authentication
8. Contact… Hello World
9. Bring back data
10. Display Data
36. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
Practically!
A development story…
1. Select application area
2. Select target mobile operating systems
3. Acquire development software
4. Acquire development hardware
5. Prepare KPI database queries
6. Project creation
7. Web services creation – Authentication
8. Contact… Hello World
9. Bring back data
10. Display Data
One small step….
37. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
Practically!
A development story…
1. Select application area
2. Select target mobile operating systems
3. Acquire development software
4. Acquire development hardware
5. Prepare KPI database queries
6. Project creation
7. Web services creation – Authentication
8. Contact… Hello World
9. Bring back data
10. Display Data
One small step….
One giant leap
38. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
Practically!
A development story…
1. Select application area
2. Select target mobile operating systems
3. Acquire development software
4. Acquire development hardware
5. Prepare KPI database queries
6. Project creation
7. Web services creation – Authentication
8. Contact… Hello World
9. Bring back data
10. Display Data
39. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
The (powerpoint) demo
40. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
The (powerpoint) demo
41. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
The (powerpoint) demo
42. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
The (powerpoint) demo
43. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
The (powerpoint) demo
44. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
The (powerpoint) demo
45. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
The (powerpoint) demo
46. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
The (powerpoint) demo
47. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
The (powerpoint) demo
48. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
The (powerpoint) demo
49. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
The (powerpoint) demo
50. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
The (powerpoint) demo
51. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
The (powerpoint) demo
52. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
The (powerpoint) demo
53. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
The (powerpoint) demo
54. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
The (powerpoint) demo
55. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
The (powerpoint) demo
56. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
The (powerpoint) demo
57. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
The (powerpoint) demo
… a baby app
58. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
• … what next?
– Deployment
– Refinement
– Extension
– Production
59. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
• Deployment – Windows 8 Phone
1
Windows Phone
Dev Centre
Registration
2
Register phones
for development
3
Enterprise
Certificate
4
Generate an
Application
Enrollment Token
5
[Developing the
Company Hub]
6
Prepare apps for
distribution
(XAP/PFX)
7
Users install from
URL/Company
Hub
60. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
• … what next?
– Deployment
– Refinement
– Extension
– Production
iSafe Requirements
Requirement
Summary
PM Check
Develop PM Spec
CPM Spec
CPM Test
PM rework Requirement
Utilities
iSafe Mobile Main Menu
Projects Billings
Phases Staff
Requirement
s
Utilities
Callouts Budget
Actions Utilities
61. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
• … what next?
– Deployment
– Refinement
– Extension
– Production
iSafe Requirements
Requirement
Summary
PM Check
Develop PM Spec
CPM Spec
CPM Test
PM rework Requirement
Utilities
62. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
• … what next?
– Deployment
– Refinement
– Extension
– Production
• Generalise -> Generate
CRM
Web Services
A
1
Get
Data
Get
Data
Get
Data
2
3
63. App crazy…Can I? Should I? How would it work?
And how would it work if I did?
• … what next?
– Deployment
– Refinement
– Extension
– Production
• Generalise -> Generate
CRM
Web Services
A
1
Get
Data
Worker Load
Today
Pipeline
Case
Changes
Today
Case Load
Hours
Worked
Today
Staff Util
Approvals
Needed
Budget
Spending
Requests
Donor
Retention
Get
Data
Get
Data
2
3
64. Stuart Lunn
App Crazy?
I want to be connected to my organisation's databases
everywhere, all the time.
Can I?
Should I?
And how would it work if I did?
65. App crazy…Can I? Should I? How would it work?
Stuart Lunn
Tim Grayston
• Mobile mini MIS app useful?
– Win8
– Android
– iOS
– Mix
• Interested?
– ‘App Crazy’ the workshop
– Twitter/Facebook… the blog…
66. App crazy…Can I? Should I? How would it work?
A major new blog…
Coming soon to www.infoworks.co.uk
Notes de l'éditeur
Red fill to indicate doneAnybody already connected?
why I’m interested = Always wanted to get into apps, too busy with client work to find outSome things I wasn’t sure how they worked, wanted to try2 months ago we made the decision to find out & try some in Infoworks crm labs in Win8 /Android /iOS
Red fill to indicate done?
Pic of Stu slaving over hot PC, Stu gazing in distanceIntroducing crm-apps will rob me of my coffee break tooApp = nappy to absorb any free time… so effectively – no contemplation leaks - guaranteed, you’ll feel like you’ve not had a break at all! What is life if full of care (finish it for me??) … - Stu stood staring… at a mobile app(apologies pic of Stu – Sony)Poll – who in his right mind…? Raise your hand?Apps today… then again. M-Email = De-stresses me to know bombs comingM-shop = get down to Tesco, for when I’m not feeling poeticM-audio = 4 track rec studio, Whistling Stu records as he waits on Lhead stationMass market I can m-email, mobilise-diary, mobile-shop, moby-rock, mob-facebook…. But I can’t do… I can’t steer my ship… I can’t manage manage! …or can I?
Yes you might be able to if you use…MS Dynamics CiviCRMSalesforceThankQ Raisers EdgeImisOther – mobile BI builders eg Qlickview
Doing Some processes suited small datasimple transaction – eg choice, prioritise, assignManagingMy big pictureMy pulse
Cases = main function, eg DV charity
eg DV charity. Cases = main function
eg DV charity. Cases = main function
You must have workflows and statuses in your orgs too – imagine carrying a pipeline monitor in your pocket
Doing Some processes suited small data Raise priority, Assign case worker, Panic button (life and death)simple transactionAll different, bitty bits of business processes not the whole shebangBang on if applicable, but your org’s smidge v diff from mine & not general exampl good for comparison for us here todaManagingMy big picture Case Status Pipeline;Case load by month; Staffutil by month; £ inc/exp budget vs actual by monthMy pulse Current load monitor; Case status changes today; hours worked by activity today by staffAll quite similar Reality = intersection
Doing Some processes suited small data Raise priority, Assign case worker, Panic button (life and death)simple transactionAll different, bitty bits of business processes not the whole shebangBang on if applicable, but your org’s smidge v diff from mine & not general exampl good for comparison for us here todaManagingMy big picture Case Status Pipeline;Case load by month; Staffutil by month; £ inc/exp budget vs actual by monthMy pulse Current load monitor; Case status changes today; hours worked by activity today by staffAll quite similar Reality & optimum = intersectionDistinctions a bit simplistic, eg Doing can mean managing (Review, Comment, Prioritise, Assign) For us today tho, most general case to examine is MI
Should I?MyApp pic covered, yeah?How about benefits? Can anyone see any benefits in having this kind of app? Eg For Staff in gen, for Clients, for Managers?What might I gain?StaffModern – word is younguns expect=true, anyone?Care enough about them to build their own special appClientsCARING AND MODERN TOO + More responsive, more efficient … better service ManagersSee big pic + finger on pulse when not out and about >> weekend hosp deaths cos consultants (aka managers) eye not on the ballLess analysis; more act on insight >> MIS BIS tempting to analyse, always ask new questions, sometimes dwelling on it = the answer. Newton gravity: “By always thinking about it” – insight springs from a quietly focused mindGenius captured >> Imagine – lightning strikes - have the idea and able to develop there and then, does the data support it… >> (Picasso) inspiration exists, just hope it finds you working____________________PC basedGenerated on demand, livePotentially vastAnalysis inducingMobile basedInstant, from 15mins ago/liveClippedReflection, Insight inducingDoes insight start where analysis ends? If so mobile = good
Poll again - who here wants this?Next up technical- Business Managers look away now and imagine your app; - technical role? Here’s where it gets interesting
-> diag
KPI – need to know KPI’s need ways to get the data outWeb Service – the magic that allows different systems to talk to each other
-> diag
-> diag
o/s and form factor – we’ve chosen for today Win8 & phone. Also done similar in Android phone/tablet + will also do Apple tooSo far done on MS and Android – next up AppleCan get tools which share some of code base, but for us, best to try indiv first before invest in exp s/w + even tools reqded o/s h/w
So far done on MS and Android – next up AppleCan get tools which share some of code base, but for us, best to try indiv first before invest in exp s/w + even tools reqded o/s h/w
-> diagSo far done on MS and Android – next up AppleCan get tools which share some of code base, but for us, best to try indiv first before invest in exp s/w + even tools reqded o/s h/w
-> diagSo far done on MS and Android – next up AppleCan get tools which share some of code base, but for us, best to try indiv first before invest in exp s/w + even tools reqded o/s h/w
VS for Windows Phone behaves pretty much like normal Visual Studio but incudes a phone emulator…
Writing the authentication web servicesCalling them on a web page
It may not look much but it took a while!
-> diagSo far done on MS and Android – next up AppleCan get tools which share some of code base, but for us, best to try indiv first before invest in exp s/w + even tools reqded o/s h/w
And suddenly we have the beginnings of an organisation specific mini MIS app
Tim to change the status of a record Stu clicks refreshShow the app on the phone – pass thru the audience?
Fingers crossed
And the icing on the…. Settings & Refresh!!
Pass the phone around…
Grand national - $99, 1 week, can deploy to test- $299, hub not neededDifferences MS = Regulated Apple = even more regulated. Register, Sign Apps – dist’n cert, Provisioning Profile = AppleID to use the AppAndroid = wide open & free - stick it on website install, tick to install from ‘unkown sources’, bingo Like the dev platformsMS = pretty tight - things work, professional, supported – buy pcApple = total controlled exp, fully supported, buy a macAndroid = cast adrift, no support, completely open, can’t get past 1st step without forum fighting. Use anything
Active tiles probablytablet format
Active tiles probablytablet format50 screensNested Metro interface?
Brownfield siteApp = greenfield + once refined & genralised, lends itself to our generation techniques for fast fabrication of formulaic functionality … ie
That’s our thinking: we can, we have to, that’s how and we hope it’s not crazy
Hope we’ve given some ideas – can you see how it might work in their org?Asked at beginning Poll – who in his right mind wants to be connected to their org db’s everywhere …? Try again – who thinks it might useful for their org to have MIS mobile app? - Raise your handAnd if so, which platform? - Win8? Android? iOS?Summary – org specific apps doable, biz ben, story of our journey - some insight into practicalities of managing yours in futureAny Q’s. Want to see more closely how, catch us in pm workshops.Interested? Follow us on Twitter / Facebook we’ll post updates to the blog and our blog ‘Journey to the centre of the App’ to see where we go from here