Mbug Delivering Competitive Advantage and Mobile

The Agenda

Ed Richard

Steve Iatropolous

Rita Arrigo

Oakton

DanielleLorussoThe Eventful Group

Sharon BrennanTelstra

MBUG A year old

The Mbug Today

@RachelbotsmanThe power of collaborative

technologies to transform business, public services and the way we live.

SharePoint on Mobile

Sharon Brennan

Manager Collaboration & KnowledgeTelstra

Introduction to the Proposal Builder Tool (PBT)

What is a proposal?

•A document prepared for a Telstra customer, which outlines product and/or services offered for a particular price.

•It could be as simple as a proposal to purchase mobile handsets

Or

•As complex as the bid for whole of business products and services

•It sometimes also involves the project management of network infrastructure installation and configuration

•Simple proposals might just involve a Sales person and once signed, delivery and activation of mobile handsets

•Whole of customer bids often involve many internal staff including specialists, architects, legal, pricing, project management etc.

Introduction to the Proposal Builder Tool (PBT) | SEPTEMBER 2012

Situation before PBT?

•Proposals took too long to finalise

•Sales staff had no central source for templates

•Reused their own documents stored locally

•Documents were emailed to team members and then updates manually merged

•No collaboration space for those working together on a proposal

•Bid Managers used a shared drive to manage bids with no version control and continual space issues

•No central location for examples of successful proposal documents, staff had to ask around

•New staff had no resource to refer to for guidance


What was the requirement?

The business wanted to:

•focus on reducing the cost of sale and increasing the quality of proposals by reusing, sharing and collaborating on proposal information

•shorten the time proposal teams spend researching answers to questions

•enable proposals and responses to be created rapidly, easily and intuitively

•provide a single source for historical and current proposal information to our bid team, who can work collaboratively, as they move opportunities through the proposal process

•make it easy to flag existing material to reuse

•ensure compliance to templates and standards eg SLAs

•enable content owners to be assigned

•provide business processes that underpin the tool


What is the Proposal Builder Tool?

The Proposal Builder Tool includes:

A wizard to create Simple proposal documents

A wizard to create a collaborative workspace for bid teams creating Complex proposals, providing functionality such as;

• Version control capability

• Structured document libraries

• Bid member task assignment

• Announcement creation

• Workflow

Libraries of approved reusable proposal content (Historical and Boilerplate)

Marketing approved proposal template and image libraries

A search engine to search trusted content:

• stored within the PBT and;

• Stored external to the PBT but on other site collections in the platform


Training for launch

In preparation for the rollout of the PBT, a number of webinars were held in April with a facilitator stepping through the tool.

There were three specific webinars targeting the different users of the tool:

•Sales Lead – Staff who develop Standard customer proposals.

•Sale Leads and Bid Managers – Staff who develop non-Standard customer proposals.

•Bid Teams – Staff who contribute to any type of proposal.

Additionally there was also a corresponding series of Tutorial Videos available on the PBT.


So what does it look like

Once training is completed individuals gain further information from the User guide and Quick reference cards. These reside in the tool itself and are also available via an Intranet site.


Since deployment in May ...

• Historical library will build organically as the tool is being used to develop proposals. The tool requires users to identify suitable material for inclusion.

• Ongoing series of MasterClasses to ensure that further training and understanding of the tool occurs.

• Showcased at major Sales event in July to demo to interested parties

• Initially soft launched to stagger adoption, but site administrators have been approached to extend use and also make it available for our Australian-based Telstra International staff.


So what have been the results

• Over 400 users – not yet mandated as the only way to develop a proposal – still waiting for senior management to make it “the only way”

• 30 proposals completed

• Some detractors who just don’t like SharePoint

BUT

• Lots of positive feedback

“Love it, can’t understand why others don’t use it as it’s really easy”


User Resources

Resources provided:

Detailed user manual

Quick Reference Guides (QRGs)

• Simple proposal creation

• Complex proposal creation

• Complex Contributor

• Legal Reviewer

Frequently asked questions (FAQs)

Glossary (PBT specific)

eLearning module with video demonstrations


Questions?


Join us in Las Vegas for SharePoint Conference 2012!

Ed will be presenting Deliver Australia with Richard Sparreboom

Give yourself a competitive edge and get the inside scoop about 'SharePoint 15' while learning how to better use SharePoint 2010

Engage with the community

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Learn about what’s coming next, from the people who built the product

Consulting Technology

Office 2013 Preview

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http://www.microsoft.com/office/preview/en/whats-new


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Documents and Tasks

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Join us in Melbourne for Share

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26-28November

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Early bird rate closes this Friday 28th September


How youabout a

problemis more

important than the problem

itself

think

www.oakton.com.au

Mobile for SharePoint

Rita Arrigo Principal Consultant


Mobile Solution BenefitsFeatures Business Benefits

Centralised management of information via SharePoint 2010

One User Experience

Solution to be built, administrated and delivered through one platform.

Lower Software Set-up CostsLower complexity of Future Maintenance / Upgrade Path

No change to system architecture. Becomes extension of SharePoint environment.

Minimises technical risk by using tried and tested existing architecture.Lowers BAU management overheads.

Use existing Security Model for Identity Management.

Reduce management overheads of users and roles.Reduce security risk.

Enterprise Web Content Management Out of the box functionality.No need for extensive testing.

No integration points. One application end-to-end. Lowers delivery risk as you only need to manage one application end-to-end

www.oakton.com.au24


Mobility Solution with SharePoint

Benefits

Web Solution reusable for Mobile devices, including business rules, workflow, validation and functional requirements utilise exact mechanisms as web solution

One solution, multiple devices, Browser, Tablet, Phone.

Doesn’t require any custom development other than interface and UI development against current Web Solution

Utilises existing security models for data retrieval, management and user access through SharePoint security models.

Fits within current infrastructure and systems

Requires no management other than application itself

www.oakton.com.au25


Why chose Web over Native Application—1 framework targeted to multiple devices—1 codebase to deliver content—Know your audience and its expansion—Deliver using standards framework HTML5, CSS3—Build once, reuse often approach to code—Use RAD to deliver within timelines—Use mobility frameworks where possible to enrich

application quickly (Phone Gap, Titanium, JQM etc.)

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Internet & Intranet For QLD Rail

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InternetTrade Toolbox, Holiday PackagesGoogle MapsVarious Custom Web partsoNews RotatoroContact Forms etc.Integration with Thomson Reuters

Intranet Various Custom Web parts oCEO Blogoself service team sitesocustomisable workflows etc.Customised search Integration with Thomson Reuters


www.oakton.com.au28

Mobile Site - EnhancementBranding— Aligns to Queensland Rail’s brand guidelines—Clean design, design easy to view across mobile devices

City networkMost commonly viewed content—Train journey planner, fares, timetables & service updates link through to the TransLink website—Interactive Google map, including directions— What’s On content derived from the Queensland Rail websiteTravel network

Most commonly viewed content—Fares, timetables & service updates—Interactive Google map, including directions

News and updatesDirect from Queensland Rail’s media centre—Provides the most up to date news items, as loaded by the Media Team


www.oakton.com.au29

Mobile Site - Maps


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Mobile Site - Content


Built on SharePoint 2010SQL Server 2008

&jQuery Mobile Framework


Ozone – Our Online Collaboration Platform on SP2010


Ozone on Mobiles

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www.oakton.com.au35

Join us in Melbourne for Share

@share4business

So Many Great Speakers!

26-28November

http://www.shareconference.com/au

Early bird rate closes this Friday 28th September

Mbug Delivering Competitive Advantage and Mobile

Technology

Transcript of Mbug Delivering Competitive Advantage and Mobile