Longitudinal Study of Mobile Technology Adoption

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    Longitudinal Study of Mobile Technology Adoption: Evolution at Work

    Elaine Lawence1

    Michael Er2

    1Department of Computer Systems, Faculty of Information Technology

    2School of the Built Environment, Faculty of Design Architecture and Building

    University of Technology Sydney

    Abstract

    Workplaces are changing as new technologies are

    introduced in an effort to improve efficiency and

    increase business turnover. Although there has been anexplosion of mobile technologies and devices in recent

    time, very few in situ studies of the adoption of thesetechnologies have been undertaken. This paper reportson the results of a longitudinal case study of a business

    over a six year period as a knowledge worker shifted

    from Australia to the USA and then to England. It

    outlines how the company moved from paper based

    systems to an online system and finally to a mobile

    commerce system. The authors have used Mobile

    Informatics to analyze the use of mobile devices in

    particular settings and low end disruption theory to

    assist in the interpretation of the data.

    Key-words mobile, informatics, paper based,

    disruption

    1. Introduction:

    Mobile Commerce promises to deliver services directly

    into the consumers hands anytime, anywhere usingwireless technologies. Applying mobile access to

    computing creates both tremendous commercialopportunities and complexity, which will make

    computing globally pervasive and ubiquitous. This

    paper describes the results of a longitudinal study of

    the development of the use of mobile devices in a

    multinational enterprise from an almost completely

    paper based operation to a mobile and digital system.

    The subject studied has worked for the same company

    in three continents over a period of six years. Using

    Mobile Informatics [1] (the analysis of the use of

    mobile devices in a particular setting) the authors have

    observed the working environment of the subject in thethree countries and present here the results of thisongoing study. It provides a rich description of thecomplexity of the personal, social and organisational

    issues related to this knowledge workers experience of

    the mobilization of information technology [1]. This

    paper includes the outcomes of personal and telephone

    interviews as well as email and AIM and Skype

    conference calls and online chats undertaken over thepast six years.

    The methodology is outlined in part two. Part three

    presents a background of the company identified asFixing and Assembly Accessories (FAA) in this paper

    for reasons of confidentiality and provides

    demographic information and product descriptions to

    contextualise the implementations. Part four analyses

    the implementation of the enterprise solutions in

    Australia, the USA and the UK. In part five the authors

    discuss the findings and part six contains the

    conclusion and points the way to further research. Low

    end disruption theory [2] is employed to assistinterpretation of data in the discussion section.

    2. Methodology

    Gaining insights into the operations of the salesconsultant requires a qualitative research approach.

    Myers [3] points out that Qualitative research methods

    are designed to help researchers understand people

    and the social and cultural contexts within which they

    live. The work being performed by the subject cannot

    be reproduced with any real accuracy within the

    confines of a laboratory.Well acknowledged theories dealing with technology

    adoption (such as Diffusion of Innovation) have similar

    notions regarding the adoption process. Part of the

    adoption of technology process requires users to trialthe innovation. After trialing the tool and deciding to

    adopt it, a new system of operation will emerge in

    which the technology is incorporated and customized

    by the user into their work. In order to make these

    observations a longitudinal study was employed. This

    study observed a sales consultants work practices over

    a period of time during which various improvements to

    an originally paper based system was graduallyupgraded to one which is digital and mobile. We note

    that the evolution of the office is a result of the work

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    practices that humans have developed over time. [4]

    The case study presented in Section 4 is followed by

    the authors interpretations of the data collected from

    observation as well as interviews.

    3. Background

    This global enterprise whose core business is the sale

    of fixing and assembly materials comprises three

    hundred companies in 80 countries: Some of the

    typical divisions include

    An Automotive Division which sells todealerships, independent auto repair workshops,

    motorcycle repair shops, smash repair shops, auto

    electricians, and any specialized workshop dealing

    in the automotive after market.

    A cargo division which sells to commercialvehicle workshops, bus companies, agricultural

    and forestry operations, earth moving businesses

    and any specialist company dealing with any kindof transport.

    A Metal Division which supplies companiesinvolved in Engineering Maintenance, Electrical,

    Metal Fabrication, and the Marine Industry

    Table 1 provides some company information for the three

    countries as well as some global statistics.

    Table 1: Company Statistics by Country and Globally

    Australia USA UK Globally

    No. ofsalesmen

    200 450 300 26000

    Number of

    customers

    30000 40000 Not reported 2.65 million

    Number of

    products

    8000 Not reported 6500 lines 100,000

    Divisions AutomotiveCargo

    Transport

    Metal

    Automotive, Commercialvehicles, Metal,

    Agricultural, Marine

    AutomotiveCargo

    Automotive, Woodworking,Metalworking, Construction,

    Industry

    Coverage All states Not all states All areas 300 companies

    In 80 countries

    4. Case study findingsThe longitudinal study included in-depth, onsite

    observation and interviews over a six year period

    covering the career of one person who has worked as asales consultant and district trainer for the company

    firstly in Australia, then in the USA and now inEngland. Yin [5] believes that a major strength of case

    study data collection is the opportunity to use a variety

    of evidentiary sources. Direct observation and field

    visits provided the opportunity to examine the work

    practices in real time[6]. The following section outlines

    the company operations firstly in Australia, then in

    Louisiana, USA and lastly in London, England.

    4.1 The Australia SystemFrom 2000 to 2003 the regular observations and

    interviews took place in Sydney, Australia where the

    subject began as a Trainee salesman looking after an

    area in the suburbs of Sydney with a customer base of140. Over the next three years the subject became a

    fully trained sales consultant and increased his client

    base to 200. Salesmen have been identified as

    Knowledge workers according to [7] as they are

    professionals who cannot be easily replaced and whosecontribution is critical for the enterprises success. In

    the case of FAA, all selling is carried out by sales

    consultants who are given a geographical region to

    service and also are charged with expanding the

    number of clients in that area. Generally a salesperson

    will visit between 8 to 10 clients per day. It is

    significant that these knowledge workers

    1. must be willing to be deployed on a variable basis as their area may change with

    circumstances;2. have a capacity of self management as they

    work most of the time alone3. have little time for micromanagement [7]Figure 1 illustrates categories of knowledge workers.

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    Figure 1. Categories of knowledge workers [7]

    The Consultants main office was his company car and

    the selling system was an almost totally paper based

    system where the subject was given a paper cataloguewhich he would use to show products to the existing

    and potential clients. New product pages would be

    mailed or faxed to him for inclusion in the catalogue.

    His information system consisted of a set of paper

    based client cards stored in an expanding alphabetical

    box file.The sales consultant would record the items that a

    customer bought on an order page from a sales

    ordering booklet. The consultant would then update thecustomer card by hand adding any new products

    which had been ordered, what moneys were owed by

    the client or any special needs of the client The

    electronic part of the system required the sales

    consultant to fax the order to head office in another

    state promptly each night once he returned from his

    client visits as it was the aim of the company to ship

    out the products the next day. The company suppliedthe fax machine and the mobile phone which he used to

    make his appointments. (See Table 2 in Section 4.6 for

    details on the mobile office and devices) )

    4.2 Issues with the Australian system.The promise of a paperless office has been with us for

    decades yet despite this many companies still are

    reliant on paper based systems. Manual paper based

    processes are inefficient for on-demand services [8]

    The consultant reported the following issues with the paper based systems. If the customer card was not

    updated immediately after the sale, there was alwaysthe danger that incomplete customer cards were being

    stored in his expanding file. For example, a client

    might buy a storage rack for spare parts and it would be

    the aim of the salesman to ensure that each month the

    parts would be replenished automatically. If the

    salesman forgot to record that fact on the customer card

    he would probably also forget to set-up the re-order

    mechanism. This confirms the statement by [8] that

    processes relying on paper are expensive, error prone

    and inefficient It was very easy to misfile the cards in

    the expanding alphabetical filing box. The sales

    consultant would waste time redoing the card and laterlocate the original in another filing pocket thereby

    wasting a lot of time. There was no backup of the

    customer card if the salesman lost it, the client

    history was lost so the consultant would then have to

    get in touch with head office for records to redo the

    customer card. The consultant did not have particularlylegible handwriting so confusion often occurred when

    looking back over the client card.

    One advantage that the sales consultant had in the

    Sydney operation was that he could decide on what

    discounts to give to loyal customers without reference

    to the head office. He received a standard salary andthen once he surpassed his monthly sales target he

    received a sales bonus. He would therefore know what

    discounts would be appealing to the client whilstensuring that he did not cut his bonus out of contention.

    4.3 The Computer TransformationSix months before the sales consultant left for the

    United States, all the Australian salesmen were issued

    with a Hewlett Packard laptop and dialup Internet

    connectivity. Fortunately the consultant was computer

    and internet literate. FAA had developed their own,new software ordering system for these laptops. Our

    sales consultant was originally excited about this

    prospect until he was told that the consultants were to

    keep their laptops at home. The company was afraid

    that the laptops would be stolen from the cars or wouldbe damaged in the car repair shops and garages. Thus

    orders were still written up by hand and had to be sent

    via fax. However the laptop meant that the salesconsultant no longer needed to update the customer

    card. He could print out the clients order history

    before he visited the clients. The laptop also meant that

    email became increasingly important as a means ofcommunication among the sales consultant, his

    immediate supervisor and the head office.

    4.4 USAIn July 2003, the consultant took up a position with

    FAA in Louisiana as a Sales Consultant and DistrictTrainer. As described in [7] Knowledge workers resemble nomadic tribes. They

    move across projects, teams and companies to where

    new challenges and opportunities may be found, and

    where their shifting preferences and life styleexpectations can be accommodated.

    Our onsite observations took place in September 2003

    and January 2004. Follow up phone interviews and

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    emails continued until he left the USA company in

    May 2006 to work with the company in London, UK.

    The sales area was huge (about 150 miles square)

    extending from Franklyn in the south, to New Roads in

    the north, La Place in the east and Sorrento in the west.The number of his client base increased from 150 to210 over the 3 year period. Orders were shipped from

    the head offices in Texas or Florida.

    4.4 The US System and issuesAs in Sydney, the car served as the office for the

    Consultant however he had to purchase his own mobile

    phone and computer in order to do the work. The

    company paid part of the telecommunications bills

    each month. The consultant was given a company

    email address and made use of email extensively for

    communication with his immediate superior in Miami

    and with the head office in Orlando. He complainedabout the constant stream of emails in the USA from

    the Head Offices, the regional managers, the district

    managers and the internal staff. He noted that he couldnot afford to ignore his email which would build up

    quickly to an unmanageable state. He complained that

    if he did not reply immediately one of his immediate

    superiors would re-forward the email, further clogging

    his inbox. These reactions confirm a 2005 study [9]

    carried out by psychologists at Kings College London

    which found that workers cannot think as well when

    they are worrying about emails and voicemails Thesales consultant often felt chained to his desktop

    computer as he always had to go home and do his

    ordering before he could go out at night. He reported

    that he wished he had bought a laptop as that way he

    could have done his orders immediately. He stated herejected the laptop as a result of his experience in

    Sydney where he was told he could not carry the laptop

    to sales sites.

    Again the paper catalogue was used as was the system

    of having a customer card. One major issue here was

    the lack of client history which would be sent by fax or

    mail to the consultant. This would then be stapled tothe client card making the card system bulky and

    awkward. Each year some of the buying history of the

    client was wiped off the system for example if a

    customer did not buy a particular item for 12 months

    this item was dropped off. The consultant was

    mystified by this but nobody could explain why hisrolling 12 month business rule was in place. He stated

    that the paper trail was unbelievable he felt he was

    being overwhelmed by faxes and paper records via US

    post. The client orders were entered by hand on the

    order books and had to be keyed in at night on thecomputer system for submission. This web system is

    essentially an online shop but is only accessible by

    salesmen as can be seen from the notice that appears if

    a client accesses the online shop. Identification of the

    company has been removed for confidentiality

    purposes.

    This site is only available for our sales force. Ifyou are a customer and are interested in our

    products please contact our customer service

    under (1-800-999-9999).

    Each night on returning from visiting clients, the

    consultant logged into the web based system and keyed

    in the product number sometimes this could amount

    to up to 50 line items so it took a lot of time. The

    consultant reported a great deal of frustration with this

    system as his keyboard skills were not particularlygood so the electronic system did not speed up orders

    at all. He felt that the paper based system in Sydneywas superior as he did not have to do double entrythere he could simply fax in the handwritten orders It

    should be noted that had he bought a laptop he would

    have been able to key in his orders as they were made.The consultant did use the fax if the web site was

    down. He also received new account forms, credit

    notes and new product information by fax and via the

    mail.

    In the US, the consultant covered up to 300 miles each

    day so an important part of his electronic equipment in

    his mobile office (car) was a radar detector. Hereported this electronic device is legal in the United

    States and he found it a vital piece of his mobile

    electronic equipment. Software called MapPoint wasused extensively by the consultant to map out his daily

    visits to clients spread across the huge sales area. The

    consultant found this a great benefit to his efficiency

    and a big improvement on his experiences in Sydney

    where he had to map out his visits manually (although

    it must be noted again that the area in Sydney was not

    large). Another issue that the consultant found

    constraining in the US was the fact that he was not able

    to give discounts as was the case in Sydney.

    4. 5 The England System and issuesIn the first week of May, 2006 the consultant moved tothe London company and started work immediately as

    a Sales Consultant in West and South London Districts.

    It is here that he has found that as stated by [8]

    innovative software tools and internet based products

    have made it possible for knowledge nomadic workersto work at any time, from any locationTo this mix he

    would add effective mobile telecommunications. An

    in-depth, on-site interview took place in London in lateJune, 2006 followed up by emails and Skype and

    phone interviews. He was provided with a car, a

    mobile phone and he bought a GPS Navigation device

    called TomTom. He was able to pick up his car and

    mobile devices on a Friday and commenced work

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    immediately on the following Monday. He reported

    that he was greatly impressed with TomTom which

    enabled him to navigate around London with no

    problems on the first day. Figure 1 shows a TomTom

    Figure 1: TomTom GPS navigation System [10]

    The TomTom Navigation system uses Digital maps

    and GPS to enable users to find their way around a

    city, town or entire continent. The TomTom ismounted on the dashboard of the car and the consultantcan either key in the address or post code of his

    destination and the route is worked out and displayed

    for him. The TomTom can issue spoken instructions as

    well as display the actual road map [10]. This mobile

    device has proven to be a tremendous boon to the

    salesman allowing him to move quickly around the

    large metropolis of London easily despite the fact thathe is a newcomer.

    4.6 London OperationsThe first thing the consultant noticed that was different

    from the US and the Australian experience was the

    complete reliance on Mobile Devices for his mobile

    office. These new devices enable actors to evolve new

    routines and behaviour with the technology [1]. Table

    Two illustrates these differences.

    The second improvement noted by the consultant

    was the Hewlett Packard Jornada which was supplied

    by the company see Figure 2. This handheld device iscarried by the consultant into the clients business

    along with the paper based catalogue which has been

    Table 2: Electronic/Mobile Equipment and software provided/used

    Australia United States England Comments

    Company Car -

    fuel card

    Company Car

    reimbursed for gas

    monthly

    Company Car fuel card Used as office also work at home

    when necessary

    Company

    Mobile phone

    (All the bill)

    Own Mobile Phone

    (part payment)

    Company Mobile Phone

    (all the bill)

    Company pays all or part of mobile

    bills

    Own Desktopcomputer

    Laptop supplied

    in 2003

    Own DesktopComputer

    Company Mobile HPJornada link to mobile

    phone via infra red

    Jornada PC proves to be the most userfriendly and efficient - provides total

    mobility for the knowledge worker

    Internal Modem

    companyprovided

    Own Cable Modem Own Wireless Router For working at home

    Facsimile Facsimile Own home Facsimile Company provided

    Radar detector(legal)

    Radar detector (legal) Not provided by company

    TomTom GPS navigation

    System

    Not provided by company

    MapPoint AutoRoute Supplied by company

    a common feature throughout his history with the

    company. The consultant is able to key in the orders

    immediately as they are made. The software contains

    all the client history so the need for the customer card

    is eliminated. At each client site the consultant can

    connect the device wirelessly to his mobile phone and

    send the data immediately to the head office for

    picking and fulfilling. If the order is received prior to

    14.30 the products are shipped for next day delivery.The consultant has found this to be the most useful

    feature of working in London compared with his

    Sydney and Louisiana experiences. As well each

    morning he is able to download new information

    about his clients and products from head office

    update his invoices, and examine his clients history .

    examine the credit history which is updated every

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    night. The history is not deleted after each year as was

    the case in the US where a rolling 12 month history

    system was in place.

    One issue that has not pleased the consultant in

    London is the handling of discounts for clients. If hewishes to give a discount he must text his immediatesuperior in Kent with the client identification, the

    product number and the amount of discount he wishesto offer his client. He must await a return text message

    on his mobile phone for authorization. This generally

    works well but on some occasions he has found that

    his boss is in a meeting and is not able to text back

    immediately. This can hold up a sale and, in fact, can

    mean on occasions that orders are not sent in before

    the 14.30 deadline for next day delivery. As the

    consultant was able to make his own decisions on

    discounts in Sydney from 2000 to 2003 he finds this

    system time consuming and annoying.

    Figure 2: Handheld HP Jornada [11]

    5. Discussion and Interpretation

    The original paper based system caused several

    problems. The redundancy of data, double handling

    and reliance on individual efficiency and control of

    paper files created issues not only for the sales

    consultant but for staff in head office. Several cases inwhich a technology solution to issues associated with

    paper based systems (such as the ones described in theoriginal system) are described in [12]. In many of

    these situations described, a problem was identified

    and a technology introduced as a solution howeverthe

    introduction of the new system did not achieve the

    beneficial effects expected. [12]. The English systemreported in our case study had the opposite result with

    the elimination of the inefficient paper based system

    by a mobile system. Why then was there such a

    difference in outcome?

    The explanation in success can be illustrated throughcontextualizing low end disruption theory which is

    used mainly to explain innovation in competition

    between companies. An incumbent company willvigorously defend its market share against a new

    (introduced) competitor, with the incumbent more

    often than not, winning. It was found however, that

    when the competition did not pose a direct

    (identifiable) threat to high end products, the

    introduced company was able to slowly infiltrate the

    market and eventually, bit by bit, displace theincumbent. Contemplating the above analogy, we

    consider the original paper based system and the

    online system in Australia and the United States. If we

    relate the paper system to the incumbent and theonline system as the introduced, we are able to map an

    explanation for success.

    Initially the paper based system relied on the cards for

    recording order details. To address this, the new

    system introduced laptops which, although remaining

    in the house of the sales consultant, provided a record

    of the client history. It meant that he had reliable

    access to the clients sales history, downloading it to paper prior to visits. In the United States operation,

    the online system evolved to include an email system,

    addressing issues associated with communications between the head office and the sales consultant.However it is interesting to note that the email system

    became a source of irritation to the consultant in the

    United States operation as discussed in Section 4.4.

    The misinterpretations associated with hand writing

    were addressed with the next system evolution. An

    online web system allowed the sales consultant todirectly enter orders at the end of each day. Again the

    consultant had some issues with this system as it still

    required quite a bit of typing Finally the system

    incorporated a mobile device, the HP Jornada,

    allowing for sales consultants to place orders andaccess client information online on demand while onthe road. Here the system requires a minimum of

    keying in as the entire product line can be accessed

    via a click of a button. We note the satisfaction with

    this system from the user, the sales consultant. It is

    worthwhile noting that each country implemented its

    own client order system. Another aspect of theEnglish mobile system is the lack of email

    communication which the consultant states that he has

    not missed. In this system text messaging (SMS) is

    the communication of choice and the sales person has

    not been issued with a company email address as had

    been the case in the United States. From ourperspective, the consultant in London has now entereda totally mobile workspace his mobile office is his

    car and he has a suite of mobile devices in his office

    on which he relies. These are his mobile phone for

    voice, data transfer, texting (SMS) and as a modem;his mobile PC (Jornada) for ordering products and

    updating his client details; his TomTom navigation

    device for moving easily around London and his legal

    radar detector.

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    6. Conclusion

    The nomadic, sales knowledge workers who live in a

    data-centric world, need constant contact andcommunication [13]. The longitudinal case study of

    one knowledge workers experience with a

    multinational company in three countries has provideda snapshot of successful technology changes in the

    workplace over a period of six years. The path from a

    paper based system to a mobile one has caused a

    number of issues for the consultant but as a mobile,

    nomadic knowledge worker, he now reports

    satisfaction with the mobile system he is using. Theuse of mobile analytics and low end disruption theory

    have assisted the researchers in running and

    interpreting this longitudinal case study. Future work

    will concentrate on the introduction of new mobiledevices into the mobile enterprise and ways to ensure

    that security and privacy issues are addressed.

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