3. www.fishbowlsolutions.com
Agenda
+ Who is Fishbowl Solutions
+ Fishbowl’s Mobile ECM History and Offerings
+ Mobile ECM Success at Banner Engineering
+ Mobility Trends & Business Drivers
+ Fishbowl Mobile Library Tablet Application
+ Demo & QA
4. www.fishbowlsolutions.com
About Fishbowl Solutions
+ 100+ deployments in last 2 years
+ Focused on portals & content management since 1999
+ Solutions offerings & value-add components for
Oracle WebCenter
+ Oracle Specialized Gold Partner for WebCenter
Content & WebCenter Portal
6. www.fishbowlsolutions.com
Retrospective: Mobile ECM at Fishbowl
2010
Fishbowl wins the business from large medical device
manufacturer to create mobile sales enablement application
for Apple iPads
2011
Medical device manufacturer deploys Fishbowl’s mobile tablet
application for WebCenter to 6,500 sales reps globally
Fishbowl wins Forrester Groundswell award Medical device
manufacturer wins Oracle Fusion Innovation award
2012
Fishbowl releases Collaborate mobile application
Banner Engineering deploys Fishbowl’s mobile tablet application
for WebCenter to 3,000+ sales reps and distributors
Fishbowl releases ECM iPad app on the Apple App Store
2013
Fishbowl releases Android application for WebCenter on Google
Play Fishbowl releases FishbowlToGo phone app for Oracle
WebCenter on iTunes and Google Play
7. www.fishbowlsolutions.com
Mobile Options from Fishbowl
• Virtual Binder for Content Consumption
• Guided Navigation + Search
• Custom User-Created Content Folders
• Online / Offline File Sync
• External Content Sharing
• Custom applications
• Tailored Use Case
• Oracle WebCenter integrations
• Leverages Fishbowl API
• Enabling Mobile Access to Web Sites
• Single Template, Multiple Experiences
• Mobile WebCenter Content Access
• Search & Favorites
• Workflow Review
• Content Check-In
Custom Mobile ApplicationsFishbowlToGo Phone App (iOS & Android)
Mobile Library Tablet App (iOS & Android) Responsive Design for WebCenter
9. Company Background
Banner Engineering Corp.
■ Designs, manufactures and distributes
photo eyes, sensors and associated
products for industrial and process
automation–worldwide
■ Market leader in the US
■ Hundreds of new and complex technical
products released every year
■ Over 30,000 products
Banner Values
Customers First
Integrity Always
Quality in Everything
New Solutions –
Every Day
11. Previous “Day in the Life”
During Business Day
■ Trunk Loads of Paper
─ Catalogs, brochures,
product datasheets
─ Trying to forecast the
right material for the
day’s appointments
■ Copies of sales collateral
─ No automated way to
update content
■ Missing Content
– Make note of requested
information to send later
– Time sensitive
Evening Work
■ Review day’s To-Do list
■ Deliver missing content
– Find content on
Banner’s web site
– Download
– Attach to email
– Many hours after
initial appointment
■ Upon content delivery, the
sales person is no longer
with the customer to provide
the “value statement”
13. Current “Day in the Life”
During Business Day
■ Much less paper
− Some catalog &
brochures for “leave
behinds”
■ More interactive
■ More timely information
■ Better use of scarce
customer meeting time
■ More sales calls
Evening Work
■ Less time sensitive items on
ToDo list
■ More personal time
14. iPad/Android App Project
Defining the Benefits
■ True differentiator
– Unmatched by competitors
■ Anywhere access to sales collateral
– Rapid access during the sales call at the
customer location
– Immediate ability to send documents ad hoc
– High quality presentation
■ Efficiency tool and time saver
– Ease of use
– Ability to organize content
16. www.fishbowlsolutions.com
The Rise of the Tablet in the Enterprise
+ Convenience
+ Increased
Productivity
+ BYOD
+ Applications
+ MDM
Source: SocialCast
17. www.fishbowlsolutions.com
Use Case: Sales Enablement
+ Business Problem
– Limited time to prepare for meetings
– Time to market lag for new collateral
– Inefficient meetings
+ Relevant Features
– App:
• Store content for use in offline mode
• Sync content
• Custom folders for easy navigation
• Email cart
• Download and usage analytics
– Tablet:
• 3D, high-resolution platform
• Instant On
• Long Battery Life
+ Benefits
– Increase sales process efficiency
– Ensure content accuracy and availability
– Reduced paper handling costs
18. www.fishbowlsolutions.com
Use Case: Field Service
+ Benefits
– Decrease time spent servicing
or maintaining machines and
systems
– Enable access to visually rich
images and drawings
– Ensure content accuracy and
availability
+ Relevant Features
– App:
• Store content for use in offline mode
• Synch content
• Custom folders for easy navigation
• Touch gestures – zoom in/out, rotate
– Tablet:
• Highly portable – 2 pounds
• 3D, high-resolution platform
• Instant On
• Long Battery Life
From This:To This:
21. www.fishbowlsolutions.com
Launching in About a Month
Navigation
Definition
LaunchSkinning &
UI Integration
Email Cart
Configuration
Define
navigation
hierarchy
structure
Taxonomy for
content
availability,
sort order, and
filters
File download
component
installation
and
configuration
Skin with
corporate
color scheme
& logo
DAYS 1-4
User Testing
DAYS 12-14DAYS 4-10
Metadata
Tuning
Testing
DAYS 10-12 DAYS 20-25
Launch App
Analytics
Integration
DAYS 14-17
Integration
with Google
Analytics
Digital
Signing
DAYS 17-20
Apple
Enterprise
Deployment
Signing
DAYS 25-30
22. www.fishbowlsolutions.com
Starting from Scratch
Develop custom
iOS application
to communicate
with WebCenter
Content and
view, download,
sync, store, and
email content
from within the
iPad.
DAYS 1 - 75
Application
Development
DAY
100
Navigation
Definition
LaunchEmail Cart
Configuratio
n
Define
metadata
navigation
hierarchy
structure
File download
component
installation
and
configuration
User Testing
Testing
Launch App
Analytics
Integration
Integration
with Google
Analytics
Digital
Signing
Apple
Enterprise
Deployment
Signing
23. www.fishbowlsolutions.com
What is it?
+ Native iPad or Android Tablet App
+ Mobile Content Library
– Virtual Binder / Folder
+ Online and Offline Access
+ Sync
24. www.fishbowlsolutions.com
Finding & Organizing Content: Navigation
+ Hierarchical
Navigation
+ Virtual Content
Folders / Sections
+ Defined by Metadata
+ User control to turn
sections ON or OFF
28. www.fishbowlsolutions.com
Maintain WebCenter Security
+ Secured Content
– Sign in with WebCenter
credentials
– Users only see items they
have access to
+ Metadata-Based Security
– Normal – Save local & Email
– Restricted email delivery
– Restricted viewing with 3rd
party application
– On-Line Viewing only
31. www.fishbowlsolutions.com
Distribution
+ iPad
– Enterprise
• App does not need Apple Approval
• Can be internally distributed to employees
– Standard
• Requires Apple Approval
• Distributed on iTunes
+ Android
– Ad Hoc
• Can be distributed internally or externally
– Via Google Play
• Google Play Developer Account
• Posted on Google Play Store
32. www.fishbowlsolutions.com
Mobile App Architecture
iOS Device Oracle Content Server
Local
DB
Local
Storage
MetadataContent
Repository
Android Device
Local
DB
Local
Storage
Fishbowl Solutions’
Mobility API Library
for iOS
Objective-C library
Native iOS
Application*
Objective-C Code
(Xcode Project)
Fishbowl Solutions
Mobility API - Shared
WebCenter Component
Content Server Component
<HTTP(S)>
JSON Data
Fishbowl Solutions’
Mobility API Library
for Android
Java library
Native Android
Application*
Java Code
(Eclipse Project)
<HTTP(S)>
JSON Data
33. www.fishbowlsolutions.com
Mobile Benefits & ROI
+ Quick time to market
+ Improved sales rep productivity
and efficiency
– 20% close rate increase for one
customer
+ Decrease service times while
increasing customer satisfaction
+ Reduction in print and
distribution costs
– Create once, publish everywhere
+ App stores enable widespread
adoption
“I am amazed how quickly I
can find a PDF and prepare
for my next meeting. The
amount of time I have
between cases varies, so
not needing to load my
laptop and waste time
booting and searching for
materials makes the iPad
and mobile ECM a big
productivity gain for me.”
Cardiovascular Sales
Rep in California
36. www.fishbowlsolutions.com
What’s Next
+ Meet with a Fishbowl WebCenter Mobile Expert
+ Schedule a Demo
• 952.465.3400
• info@fishbowlsolutions.com
• Try it! iTunes & Google Play – “Fishbowl Solutions”
Fishbowl only focuses on software and services for Oracle WebCenter Content and Portal. Fishbowl is not a Microsoft partner.Most referencable partner in the world.
Fishbowl has unique expertise in bringing WebCenter content to mobile device, WebCenter Portal and Spaces user experience design, integrating WebCenter with SharePoint and today’s topic – Google Search Integration and Enterprise Search.
Demo box on an iPad!Decreases delays in waiting for print versionIncorporates videos!Decreases cost of buying and shipping product catalogsHuge time saver, increase in customer serviceBest aspects of the app: Ease of useAmount of contentFAST!SeamlessReally really well done
2 mins (Jim)Starting a little bit backwards from the typical People & Process then technology selection, we had the iPad as the delivery mechanism and worked requirements towards that.
So as John mentioned Fishbowl has experience extending webcenter content and portal to mobile devices in a variety of ways. As we’ve engaged with customers around their mobile needs over the past several years we’ve seen similar needs come up multiple times. Companies want an easy way to allow sales reps and other knowledge workers to access, sync, and share content from WebCenter from an iPad. This is why we created the quick start. This software and services bundle allows you to take advantage of a ready-built app, customized to your team’s branding, navigation and content sorting needs, and deployed in less than a month.
The skinning and UI integtration becomes custom GUI development. You have to add in full development methodology for concept, prototype, signoff. Usually several cycles, each taking a week or two.
When we talk about managing or interacting with content from mobile devices one of the most important aspects is how you find and organize important content – documents, pictures, videos, etc. The goal is to give users the easiest user experience and provide efficient avenues for finding the documents they need to do their jobs.
The app includes several ways of finding and organizing content. The most common of these is through the use of the left navigation. The left navigation follows a hierarchical structure with categories, sub categories, etc. For sales teams this would generally be used to segment content by business unit, product line, and then individual products. It has also been used to segment by target audience, so collateral for selling to the insurance industry would appear in one section and items targeted at healthcare in another category.Because all the content in centrally managed within oracle webcenter content, items can appear in multiple categories without having to be stored multiple times. Subsequently any changes made to an item will be reflected no matter which way the user accesses that piece of content. The navigation structure is tailored to your content and driven by metadata values. The overall navigation structure is shared, but users can turn off sections that they don’t need. So a service tech who only works with electrical projects, could hide sections pertaining to plumbing.
In addition to structured navigation, users can also search for items by entering keywords.This metadata and full text search allows uses to search the entire content repository for items matching their query regardless of where or whether those items appear in the structured navigation. Need examples of why this is important. What have other customers needed this for?Both the search and navigation views provide additional filtering to help users narrow down what they are looking for. When users look for content they provide an average of 1.7 keywords. The use of filters helps users get to key content more quickly. These filters are generally broad classifications like documents, images, video, or presentations, but can be customized to best fit your use case.
Navigation and Search are the initial ways that users can locate content. Folders allow users to set up their own folders and organize content in a way that is most useful for them.This can be as simple as adding docs to the favorites folder that comes with the app or as complex as creating nested folders for sales calls by territory and customer.Sales reps for customer visitsCommonly used policies. SubcategoriesUser-defined structure / heirarchyAuto synced with updates, deletes, etc.Automatically offline – unless specifically not offline access.The application includes a local folder structure. By default a favorites folder is included with the application. Users may create as many additional folders and subfolders as desired. Folders can contain any content that is available from the app and items can be added to multiple folders. Item can be added to folders from either the Online or Local view. When a user long-presses the item, a “Store to Folder” option will appear and the user can select the folder to add to. The folder view uses the same left nav as the Local and Online content libraries, but in this case, each node represents the content of a local folder. Content items are displayed in the document grid view and any child folders are displayed below the parent folder. Users can create or delete local their folder structure. An “Add Folder” button is present at the bottom of the left nav from the Folder view. Touching that button from the Folder View Landing Page prompts the user to enter a folder name and creates a new top-level folder. Touching the “Add Folder” button from any other location creates the new folder as a child of the active folder. Any items contained in folders will automatically be included in the local content library and will be available offline. These items will be updated each time the app syncs. Users can also remove items from folders by long-pressing the item from the folder view.
Add from Address BookType in AddressesSend to MultipleBadge IndicatorSecure Temporary Download SiteAssuming an asset has the taxonomy that permits distribution via email, an item can be added to a cart for distribution on a download server. The user can long press “Email Document” in either online, local, or folder view assets and add them to a cart. An indicator will identify how many assets are currently in the cart.The user can manually enter recipients or use the tablet’s native contact list to identify who should be sent a download notification link for the assets selected. The download server will confirm the requester has security permission to view the document before they can allow others to download the file. After sending the request, all users and items will clear from the email cart.
Secured Content Sign in with WebCenter credentialsUsers only see items they have access toConfigurable login time cachingMetadata-Based SecurityNormal – Save local & EmailRestricted email deliveryRestricted viewing with 3rd party applicationOn-Line Viewing only
Part of creating a tailored user experience includes in use of This can be used for Online, local, and folders will have a unique default landing page displayed when no left navigation structures are selected. The landing pages are managed assets stored in the content repository and specified by a content identifier specified in the HCST file and will be uploaded to the tablet on synchronization events. The assets used as the landing page must be renderable by the default viewer, so there are more restrictions on what content types may be used. Landing pages will be unique for both Android and iOS layouts, requiring entries for all platforms used at the customer.HTML based content that includes an embedded hyperlink will launch the tablet’s web browser. Online, Local, & Folder Home ScreenStored in WebCenterAutomatically SyncSupport for:HTMLPDFPNGUse PossibilitiesCorporate LogoGetting Started GuideFeatured Company InfoGraphic ReplacementKeep LayoutNo image resizingFlexible Engagement ModelYou provide color & logo, we skinWe provide file names & dimensions, you skinRetina Resolution ReadySupport for new iPad Retina Display