1 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

Mobility and Digital Disruption Best Practices For Executive Productivity

Presenter: Donald Tomoff, CPA, MBA Director Invenio Advisors LLC

Session Learning Objectives

• Develop awareness of the level of disruption that is occurring (cloud, social media, and mobile)

• Understand the most common business apps, uses of mobile devices and ways to move forward

• Create awareness of advanced uses of essential apps: Web browsing (Safari web browser) Data capture (Google and Evernote) Content management (GoodReader)

2 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Overview • About Me • About This Presentation

Ask questions! Twitter hashtag - #ima94mobile

• Using This Presentation It is a resource tool Optimized for mobile use – touch navigation QR Codes provided – scan code or tap video to access Hyperlinks are live – provides easy access to content Contact information is interactive – phone, email, social media links 3 IMA’s 94th Annual Conference

© 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Navigation

• Tap ima logo to go to presentation cover page

• Tap slogan to return to overall index page

• Tap Item to access specific slide start page

4 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

OR

1 2 3 4 4a 4b 4c 5

iPad Common Scenario / Question Survey • 36 question multiple-choice survey • Access the survey at http://bit.ly/invenio-

ipad-use-survey

• A quick way to gauge your knowledge level (and identify opportunities…)

• All respondents will receive a summary of the accumulated responses

5 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

6 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

0%

10%

20%

30%

40%

50%

60%

70%

Basic Intermediate Advanced

Perc

enta

ge

Question Level

iPad Questionnaire Response Summary

Yes No Maybe?

Questions Classified as Basic

7 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

Count of ResponseYes No Maybe?

02. Stay abreast on the news 91% 6% 3%01. Save articles to read later 76% 18% 6%26. Managing multiple email accounts 74% 14% 11%23. Reviewing settings on iPad - key things to know 60% 26% 14%06. Take handwritten notes and backup to the cloud 60% 34% 6%09. Use the iPad as your social media hub 57% 26% 17%17. Grab screenshots and mark up for presentation, or documentation purposes 32% 53% 15%12. Trick - Create a home page in Safari on the iPad 26% 60% 14%32. Sync Safari bookmarks across devices using iCloud 20% 54% 26%33. PDF's - what is the difference between using iBooks or a PDF document ma 18% 47% 35%Grand Total 52% 34% 15%

Structure of Today’s Presentation

1. The Big Picture: Digital Disruption and Mobile 2. Mobile Apps Overview: The Essentials 3. Security and Backup – The Basics 4. Moving Forward – Actual Use Case Scenarios

a) Web Browsing b) Data Capture c) Content Management

5. Managing Photos and Videos (Bonus)

8 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

1

2

3

4

4a

4b

4c

5

The Big Picture: Digital Disruption and Mobile

9 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Forrester Research – Digital Disruption

10 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Michael Capellas Keynote (IMA KSU Accounting Conf – 4/26/13; “Emerging Technologies: Framing US Global Competitiveness”) “Notice that in the trends discussed, mobile did not get mentioned once. Mobile is old news, it is ubiquitous. It is expected that everything is available in a mobile setting…”

11 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Cloud, social and mobile…

• The rapid change in technological infrastructure and adoption by consumers (BYOD) has created challenges for the status quo

• And huge opportunities…

• How do we leverage this to our advantage?

12 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Situational Awareness

13 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

BI Reporting

Social Media News Blogs

RSS Feeds

Web

1 2 3 4 4a 4b 4c 5

Information Agility

14 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

15 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

Opportunity?

1 2 3 4 4a 4b 4c 5

16 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

Opportunity?

1 2 3 4 4a 4b 4c 5

17 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

Opportunity!

Mobile - Opportunities

• Flexible Connectivity – email, calendar, etc.

• Data Repository – IN YOUR HANDS…

• Information Access – Leverage Cloud, etc.

• Mobile Commerce (social / mobile / local enablement)

• Create Competitive Advantage / Differentiator

• Bring Your Own Device (BYOD) Trend

18 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Mobile – Opportunities

19 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

Flexibility....

1 2 3 4 4a 4b 4c 5

Mobile – Opportunities

20 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

“2 out of my 4 (very expensive) textbooks are up and ready to go on the iPad!! Completely paperless for both Marketing and Finance ”

Mobile - Challenges

• Bring Your Own Device (BYOD) Trend

• Security

• State of “Digital Readiness”

• Solution Development - Do I need an app?

• Workflow process change

21 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Mobile Apps Overview – The Essentials

22 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Recommended “All Purpose” Apps

• Universal apps – iPad and iPhone

• Think of Apps in terms of broad functionality Capture Access Create Store and Digest Share

23 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Capture

• Evernote

• Read Later tools - Instapaper, Pocket

• News Aggregators - Zite, Flipboard, Pulse

• Note Taking - Notes Plus, Remarks, Penultimate, Notability

• Dragon Dictation

• Mind Mapping - iThoughtsHD

24 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Note Taking – Student Example

25 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

Course Notebooks

Notes

1 2 3 4 4a 4b 4c 5

Access

• Cloud Storage – Dropbox, Box, Google Drive

• Remote Access – Splashtop, LogMeIn **

** LogMeIn pricing can be confusing. A free, basic version is available and my recommendation.

26 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Create

• Note Taking - Notes Plus, Remarks, Penultimate, Notability

• Productivity Suite – iWorks (KeyNote, Pages, Numbers)

• MS Office Suite – no Microsoft available; alternatives?

OnLive, CloudOn

QuickOffice Pro HD, Docs To Go Premium

27 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Store and Digest

• Local (Device) Storage – GoodReader, PDF Expert

• E-book Readers – Kindle, iBooks

28 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Share

• Many apps provide easy sharing

• Social Media – LinkedIn, Facebook, Twitter, Google+, Pinterest

29 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

App Resource Guide

• TimeTech – 50 Must Have iPad Apps (4/12/2013) Mentions include Dropbox, Evernote, etc.

• Apple Unveils Top Apps of All Time Broken into top 25 for following categories iPhone / iPad Paid and Free (100 total apps)

30 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

What Are My Top 5? **

1. GoodReader (Content Management)

2. Evernote (Data Capture)

3. Dropbox (Cloud Storage/Access)

4. Zite (News Aggregator)

5. Netflix (Entertainment)

31

** This is one of the most common questions I receive

IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Security and Backup – The Basics

32 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

What About Security? • Apply common sense – these devices contain your life!

• Activate lock screen password (just do it!)

• Activate “Find my iPad / iPhone” – remote wipe

• Enable app passwords when appropriate

Remote access (LogMeIn, Splashtop, etc.)

• Enable in-app passwords when appropriate

e.g., Goodreader folder restrictions

33 IMA’s 94th Annual Conference

© 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Backup • iCloud – Apple’s backup / syncing solution

• Sync to computer is another option (iTunes)

• Selected apps provide back up to cloud – Dropbox, etc. (note-taking apps, etc.)

These need to be set in app settings

• Cloud storage (Dropbox, Box, Google Drive, etc.) is not stored locally on device, so backup is unnecessary

34 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Moving Forward – Actual Use Case Scenarios

35 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Exploring Specific Use Cases

• Web Browsing

• Data Capture

Google Docs and Forms

Evernote for everything / anything

• Content Management

Content library in GoodReader

• Bonus - Managing photos and videos

36 IMA’s 94th Annual Conference

© 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Web Browsing

37 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Web Browsing

38 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Web Browsing – Basic Tips List

1. Activate Bookmarks Bar in Safari

2. Create Folders on the Bookmarks Bar

3. Create Bookmarks and Place in Folders

4. Using Reader View

5. Share Web Content

39 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Web Browsing – Key Takeaways

• Safari is the default browser, but excellent alternatives are available

Chrome, Dolphin and Atomic Web are my favorites

• Take advantage of Bookmarks Bar

• Bookmarklets – java script that performs a function; learn the basics!

e.g., post articles to Instapaper, create PDF from web page, perform comprehensive search on web page

40 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Data Capture

41 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Google Docs and Forms

• Capturing information remotely is big opportunity – driven by mobile / always connected capabilities

• Ease of capture and subsequent analysis capabilities are important

• Google makes this simple with the combination of Google Forms and spreadsheets

Plenty of other “Forms” and data capture tools exist

• What would we want to capture?

42 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

What to Capture? - Actual Examples

43

• Vacation reporting • Tracking employee training • CPE log • Task and status notes • Time clock • Electronic employee

“suggestion box” • Meeting notes • Staff performance notes • Department accomplishments

log • Marketing / sales activity

tracker (mini CRM…)

• Excel training checklist • FAQ log • Technology tips accumulator • Employee business expenses • Mileage log • Workout log • Personal notes log • etc…

IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

CPE Log - Example

44

Maintained in the Cloud – manage through mobile devices

IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Data Capture - Evernote

• Capture anything

Ideas, tasks, notes, images, anything…

• Access anywhere

• Find things fast

45 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Evernote – All Devices

46 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Data Capture – Evernote Capture Tips • Use the Evernote WebClipper extension

“Save anything you see online – text, links and images – into your Evernote account with a single click”

• Set up personal Evernote email account into your contacts Easily forward emails, attachments, etc. from your inbox into Evernote

• Evernote bookmarklet for mobile devices • Use Sharing capabilities of apps; Instapaper, Zite, etc.

Flexibility of options to populate Evernote is powerful (then, easily find what you want)

47 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Data Capture – Evernote Capture Tips

48

• Consider an app “clipping” tool for quickly creating text notes FastEver app is one option

IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Resource – Flipboard Magazine

49 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

http://flip.it/1zGcj

1 2 3 4 4a 4b 4c 5

Data Capture – Evernote Capture Tips “IFTTT – If This, Then That”

50 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

“IFTTT” is a service that allows the scheduling of automatic tasks, through Triggers and Actions. It is a powerful way to automate getting stuff that interests you into Evernote automatically.

Content Management

51 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Content Library in GoodReader

• Can handle a variety of content; documents, PDF’s, videos, photos, etc.

• Documents, agreements, etc. easily housed in protected folders (if necessary)

• Ability to annotate PDF documents • “Connect to Server” capabilities

Easily connect to the cloud (Dropbox, Box, Google Drive, etc.)

52 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Any Content…Video

53 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Annotate PDF’s

54 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Annotate PDF’s…continued

55 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Connect to Servers (Cloud Accounts)

56 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Create a Library – Not Just Documents

57 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Create a Library – iBooks Version

58 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Content Management - Takeaways

• Content can be virtually anything • Annotation on PDF’s is easy

Tip – invest in a comfortable stylus • Leverage the Cloud

Content does not need to be stored locally on device

59 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Managing Photos and Video (Bonus)

60 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Managing Photos and Video • Most of us capture photos and video using our phones or

tablets… • What next?

We share through social media, We fill up the device memory, We connect to our computer and offload the content…maybe We delete content to make room for new content

• Problems? Files are LARGE, especially video There is no intuitive process to manage this

61 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Managing Photos and Video

There is a process… 1. Capture content

2. Upload content to the cloud

3. Rescale / compress content – especially video

4. Rename files for organization and filing

62 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Managing Photos and Video – Capture Content

• Either through smart phone or tablet

• Consists of photos, screenshots and video

• Video files – 1:00 min clip approximately 100 meg .mov file (that’s a problem…)

63 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Managing Photos and Video – Upload to Cloud

• I prefer Dropbox

• Setup event folder under Photos* directory (this is a default folder)

• Takes time – only use wi-fi

* Important point

64 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Managing Photos and Video – Upload to Cloud

65

• Folders create photo galleries

• Share Dropbox folder link and anyone can view

IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Managing Photos and Video – Upload to Cloud

66 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Managing Photos and Video – Rescale Content

• Video files created are large

• Use video conversion software to convert to a compressed format

Created format is .mov; Converts to .mp4 at 1/10th of file size – with no loss of quality

• Various video software options – I use Handbrake (Mac). Free, open-source software

Handbrake Windows version described here

67 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Managing Photos and Video – Rename Files for Easy Organization

• Created file names are generic date-stamped files

Video…date stamp

Photo…date stamp

• Renaming files is easy if a batch file renamer utility is used.

Windows – I recommend “ReNamer” – described here. Download from here.

68 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Managing Photos and Video – Rename Files for Easy Organization

69 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Managing Photos and Video – Final Tips • Dropbox provides the ability to automatically upload

photos to storage (I don’t) – sign up Dropbox thru this link

• The “Photo Gallery” capability in Dropbox is excellent for sharing photos (do not have to be a Dropbox user to view)

• iCloud – using Photostream – allows easy sharing of photos and access across devices (last 1,000 pics)

• Stay on top of this process – Dropbox can fill up quickly! Especially with video.

70 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Key Takeaways

• Mobile is changing everything The Mobile Mindshift – Forrestor “…People expect, then demand, service on the device…”

• Start small…but start! “The only thing worse than starting something and failing…is not starting something.” Seth Godin

• Tablets are not going away Sorry, Blackberry: Tablets Won’t be Dead in 5 Years Forrestor blog, 5/2/2013

71 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5

Questions? #ima94mobile Contact Information: Donald R. Tomoff, CPA, MBA Director Invenio Advisors LLC (Overview) E don@invenioadvisorsllc.com Connect LinkedIn Twitter (@dtomoffcpa)

Company LinkedIn Facebook Twitter (@invenioadvisors)

72 IMA’s 94th Annual Conference © 2013 Institute of Management Accountants. All rights reserved.

1 2 3 4 4a 4b 4c 5