1. Mobile CRM and beyond Martin Booth Partner Technical Specialist

2. Prepackaged – Off the shelf, predominately Microsoft Windows Mobile vs. Microsoft Windows CE as custom solution 80% Packaged – Customization usually required on data templates, communication, security 20% Packaged – Shortcut to complete code development, commonly referred to as developer widgets Build From Scratch – Build a Smart Client Solution using Microsoft Visual Studio Road to Mobile Solutions

3. Prepackaged: Examples Siebel SAP PeopleSoft

4. Access to your data Anywhere, Anyplace, and Anytime. Part of MS CRM Feature Pack Runs on Windows Pocket PC 2003 and PPC 2003 Phone Edition Access to Accounts, Contacts, Opportunities and Activities Including all associated objects. Efficient & Secure data access using SSL certificates Subscription based synchronization Microsoft CRM Mobile v1.2

5. Familiar Interface List Based Views Mange with Ease

6. Microsoft CRM Mobile v1.2 Related Information Subscription based

7. Microsoft CRM Mobile v1.2 Customizable Forms

9. Guidance: Prepackaged Solutions Predominately Windows Mobile versus Windows CE Time to Market Aligns/Leverages investments in your infrastructure, security, data sources, etc. Flexible enough to grow in scope Solid company with market / industry leadership

10. Road to Mobile Solutions 80% Packaged Primarily end-to-end solution that requires customization to “fit” your specific needs. May require internal or services customization. Example: Conchango KPI Dashboard Web servicesWeb services Rich UIRich UI ReportingReporting NotificationNotification Server-Side XML templatesServer-Side XML templates

12. Conchango Mobile Fusion Architecture:

13. Guidance: 80% Solutions Generally will require services to complete customization – Even with great staff, generally a good idea to keep partner involved. May include coding or integration Requirements for services, coding, and integration must aligns/leverage investments in your infrastructure, security, data sources, etc.

14. Road to Mobile Solutions 20% packaged On-Device XML Web Services Client, serverOn-Device XML Web Services Client, server Up to 10x faster performanceUp to 10x faster performance Guaranteed one-time transactionsGuaranteed one-time transactions Enterprise-Side push and pullEnterprise-Side push and pull Peer-to-peer collaborationPeer-to-peer collaboration State-of-the-art transaction and data securityState-of-the-art transaction and data security Familiar programming environmentFamiliar programming environment Out-of-the-box integrationOut-of-the-box integration Built-in application frameworkBuilt-in application framework Accelerates developmentAccelerates development Primarily defined as developer widgets or a framework that provides a “shortcut” to a development project. Will require services or internal development. Example: Odyssey Software ViaXML2

15. Pre-Built Mobile Infrastructure Modules Windows Mobile 2003/2005/Windows CE.NET OS COM and ActiveX Interop for.NET CF Bi-directional Compression and Encryption Store and Forward XML Web Services Remote Device Management and Control Network Adapter Management Guaranteed One-Time Transaction Invocation Signature Capture and Digital Canvas GPRS/CDMA Persistence and Signal Strength Monitoring Application Odyssey Software Products A rock solid foundation for your mobile enterprise solution!.NET Compact Framework Enterprise Push or Pull

17. Guidance: 20% Solutions Reduce complexity of development projects May be a “gap filler” for specific development skills: – Wireless/Connectivity stack – Connection state – Synchronization – On device data stores Must align with platform strategy, i.e.,.NET

18. Build from scratch Think Ahead Understand your development capacity Build within your capacity Leverage developer widgets where possible Leverage pre-packaged when available Road to Mobile Solutions

19. Server Side Or Smart Client Build from scratch ServerSide Smart Client ? Do your users need access data from more than one back-end system? Do you need special UI? Is the user connected? Do you have control over the device? Can you manage installing and maintaining a client on the device?

20. Server Side Or Smart Client Build from scratch ServerSide Smart Client ? Server side – Broad device support – Server-side logic – No client installation – Browser or messaging UI – Online only Smart Client – Target smart devices – Client side logic & data – UI flexibility – Performance – Offline & Online

21. Summary Get beyond e-mail as a commodity – Understand what data users want to access when mobile – Evaluate solutions based on the 0-20-80-packaged framework Mobile Client vs. Mobile Device mentality – Leadership is required from you for your company to understand where we are all headed “Architecting Disconnected Mobile Applications Using a Service Oriented Architecture” – http://msdn.microsoft.com/library/default.asp?url=/library/en- us/dnppcgen/html/develop_disconnect_mob_apps.asphttp://msdn.microsoft.com/library/default.asp?url=/library/en- us/dnppcgen/html/develop_disconnect_mob_apps.asp