Mobile Content Management (#MobileContentManagement MCM) for your salesforce is a solution to enable the salesforce or partners to have the right information on the devices they like or already have.

As mentioned, it is a solution, and even worse it is often approached from IT environment.

Bu first what are actually the challenges or problems in the market.

Like Einstein said:

“If I had an hour to solve a problem I’d spend 55 minutes thinking about the problem and 5 minutes thinking about solutions.”

 

Mobile-Device

The Canadian Roger.com wrote an interesting Whitepaper called Enabling the mobile workforce – What to Consider When Deploying Mobility Solutions for Your Business.. The Whitepaper provides a nice summary of the challenges to implement mobility solutions for Your business. It is viewed from an IT perspective and general for all kind of solutions (not only Mobile Content Management) which makes it even more interesting to read.

A summary of the Whitepaper with my comments for a Mobile Content Management challenges for your salesforce.

An overview of the risks and benefits of a mobile workforce

Benefits:

  • Reducing basic workforce support costs
  • Increasing workforce productivity
  • Attracting and retaining talent
  • Increasing organizational agility
  • Reducing the business risk of disruption
  • Reducing traffic congestion, air pollution and environmental impact

Risks:

  • Security Breaches
  • Poor Device Management
  • Inadequate Support
  • Employee Management Challenges

Components of a mobile infrastructure (for those with less experience with mobile deployments)

  • Network connectivity
  • Devices
  • Security
  • Device management
  • Support

Categories of mobile workers to help you define your user profiles and their requirements

The Executive Traveller:

  • Remain connected at all times to executive team, direct reports and the world
  • Enabled to make decisions on the go
  • Understand at all times how the business is how the business is indicators

A Road Warrior:

  • Access and update information about customers and prospects on the go
  • Access libraries of product information, inventory management systems, order tracking while in front of customers
  • Stay connected and remain productive during downtime (e.g., airports and hotels)

The Rugged Field Worker:

  • Access enterprise applications and knowledge bases remotely
  • Mobility tools that can withstand harsh surroundings, weather, wear and tear, and possibly high processing requirements
  • May require industry specific tools and technologies
  • May require safety and security monitoring
  • May require connectivity in remote or rural locations
  • Ability to access schedules and manage time

The White Collar Field Worker:

  • Access enterprise applications and knowledge bases remotely
  • Capture, send and receive information while on the go and in front of customers, patients, cases, etc.
  • May require connectivity in remote or rural locations
  • Ability to access schedules and manage time

The Information Worker:

  • Access to corporate email and phone service all the time
  • Access to company data and applications in workplace meeting rooms as well as offsite
  • Ability to work as effectively from home as in the office, with access to all required systems

Home-Based Workers/Telecommuters:

  • Work as effectively and productively from home as other employees do from the office
  • Remain connected to team, customers and partners despite being remote
  • Access all required corporate systems and databases
  • Not tethered to the desk while working from home
  • Business-grade service at a residential address

Key considerations when considering networks, devices, applications, device management, security and support requirements

  • Network Considerations
  • Device Considerations
  • Enterprise Application Considerations
  • Mobile Management Considerations
  • Mobile Support Considerations

Steve Zurier (@szurier) technology journalist wrote in his posts Companies Deploy Mobile Content Management Tools and Colleges Expand into Mobile Content Management about Chris Silva, research director for mobile and client computing at Gartner, who describes the three roles of secure content management in an enterprise mobile management (EMM) package:

  • Secure Storage: A client application enables users to store content securely on a mobile device. The EMM can enforce authentication, file sharing and restrict copy-and-paste functions.
  • Content Push: Along with receiving content via email, EMMs can push content and oversee it as needed; for example, by controlling document versions, alerting users to new files and flagging a content expiration date.
  • Content Access: A back-end repository serves up content to mobile devices. Capabilities include support for specific repositories such as SharePoint or Documentum, restricting downloads while roaming and audit logging to track who accesses or downloads files.

And last but not least wikipedia describes Mobile Content Management (MCM) as follows:
Allows enterprises to distribute content, such as documents, and track and manage content usage. Security features can be applied to documents, such as restricting copy/paste and watermarking.

An extra challenge from IT perspective is the Further Bring Your Own Device (BOYD) approach which is recommendable because most users have already their own preferred devices.

And if we project all the challenge as a mobile solution for your salesforce, in SaaS solution, then the following challenges will stay:

  • Benefits: Reducing basic workforce support costs
  • Benefits: Increasing workforce productivity
  • Benefits: Attracting and retaining talent
  • Benefits: Increasing organizational agility
  • The Executive Traveller: Enabled to make decisions on the go
  • A Road Warrior: Access and update information about customers and prospects on the go
  • A Road Warrior: Access libraries of product information, inventory management systems, order tracking while in front of customers
  • The White Collar Field Worker: Capture, send and receive information while on the go and in front of customers, patients, cases, etc.
  • Home-Based Workers/Telecommuters: Access all required corporate systems and databases
  • Content Push: Along with receiving content via email, EMMs can push content and oversee it as needed; for example, by controlling document versions, alerting users to new files and flagging a content expiration date.
  • Content Access: A back-end repository serves up content to mobile devices. Capabilities include support for specific repositories such as SharePoint or Documentum, restricting downloads while roaming and audit logging to track who accesses or downloads files.
  • Distribute content, such as documents, and track and manage content usage
  • Security features can be applied to documents, such as restricting copy/paste and watermarking

Companies and solutions who have a “Sales app” with product data in some kind of SaaS solution are:

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