2013 06 ima_mobility&digital_disruption_slideshare

1IMA’s 94th Annual Conference
© 2013 Institute of Management Accountants. All rights reserved.
Mobility and Digital Disruption
Best Practices For Executive Productivity
Presenter:
Donald Tomoff, CPA, MBA
Director
Invenio Advisors LLC

Session Learning Objectives
• Develop awareness of the level of disruption that is occurring
(cloud, social media, and mobile)
• Understand the most common business apps, uses of mobile
devices and ways to move forward
• Create awareness of advanced uses of essential apps:
Web browsing (Safari web browser)
Data capture (Google and Evernote)
Content management (GoodReader)
1 2 3 4 4a 4b 4c 5

Overview
• About Me
• About This Presentation
Ask questions!
Twitter hashtag - #ima94mobile
• Using This Presentation
It is a resource tool
Optimized for mobile use – touch navigation
QR Codes provided – scan code or tap video to
access
Hyperlinks are live – provides easy access to
content
Contact information is interactive – phone, email,
social media links
1 2 3 4 4a 4b 4c 5

Navigation
• Tap ima logo to go to
presentation cover page
• Tap slogan to return to overall
index page
• Tap Item to access specific
slide start page
OR
1 2 3 4 4a 4b 4c 5

iPad Common Scenario / Question Survey
• 36 question multiple-choice survey
• Access the survey at http://bit.ly/invenio-
ipad-use-survey
• A quick way to gauge your knowledge
level (and identify opportunities…)
• All respondents will receive a summary of
the accumulated responses

0%
10%
20%
30%
40%
50%
60%
70%
Basic Intermediate Advanced
Percentage
Question Level
iPad Questionnaire Response Summary
Yes No Maybe?

Questions Classified as Basic
Count of Response
Yes No Maybe?
02. Stay abreast on the news 91% 6% 3%
01. Save articles to read later 76% 18% 6%
26. Managing multiple email accounts 74% 14% 11%
23. Reviewing settings on iPad - key things to know 60% 26% 14%
06. Take handwritten notes and backup to the cloud 60% 34% 6%
09. Use the iPad as your social media hub 57% 26% 17%
17. Grab screenshots and mark up for presentation, or documentation purposes 32% 53% 15%
12. Trick - Create a home page in Safari on the iPad 26% 60% 14%
32. Sync Safari bookmarks across devices using iCloud 20% 54% 26%
33. PDF's - what is the difference between using iBooks or a PDF document ma 18% 47% 35%
Grand Total 52% 34% 15%

Structure of Today’s Presentation
1. The Big Picture: Digital Disruption and Mobile
2. Mobile Apps Overview: The Essentials
3. Security and Backup – The Basics
4. Moving Forward – Actual Use Case Scenarios
a) Web Browsing
b) Data Capture
c) Content Management
5. Managing Photos and Videos (Bonus)
1 2 3 4 4a 4b 4c 5
1
2
3
4
4a
4b
4c
5

The Big Picture:
Digital Disruption and Mobile
1 2 3 4 4a 4b 4c 5

Forrester Research – Digital Disruption
1 2 3 4 4a 4b 4c 5

Michael Capellas Keynote
(IMA KSU Accounting Conf – 4/26/13; “Emerging
Technologies: Framing US Global Competitiveness”)
“Notice that in the trends discussed,
mobile did not get mentioned once.
Mobile is old news, it is ubiquitous. It is
expected that everything is available in a
mobile setting…”
1 2 3 4 4a 4b 4c 5

Cloud, social and mobile…
• The rapid change in technological infrastructure and
adoption by consumers (BYOD) has created challenges
for the status quo
• And huge opportunities…
• How do we leverage this to our advantage?
1 2 3 4 4a 4b 4c 5

Situational
Awareness
BI Reporting
Social Media News
Blogs
RSS Feeds
Web
1 2 3 4 4a 4b 4c 5

Information Agility
1 2 3 4 4a 4b 4c 5

Opportunity?
1 2 3 4 4a 4b 4c 5

Opportunity!

Mobile - Opportunities
• Flexible Connectivity – email, calendar, etc.
• Data Repository – IN YOUR HANDS…
• Information Access – Leverage Cloud, etc.
• Mobile Commerce (social / mobile / local enablement)
• Create Competitive Advantage / Differentiator
• Bring Your Own Device (BYOD) Trend
1 2 3 4 4a 4b 4c 5

Mobile – Opportunities
Flexibility....
1 2 3 4 4a 4b 4c 5

Mobile – Opportunities
1 2 3 4 4a 4b 4c 5
“2 out of my 4 (very expensive)
textbooks are up and ready to go
on the iPad!! Completely
paperless for both Marketing
and Finance ”

Mobile - Challenges
• Bring Your Own Device (BYOD) Trend
• Security
• State of “Digital Readiness”
• Solution Development - Do I need an app?
• Workflow process change
1 2 3 4 4a 4b 4c 5

Mobile Apps Overview – The Essentials
1 2 3 4 4a 4b 4c 5

Recommended “All Purpose” Apps
• Universal apps – iPad and iPhone
• Think of Apps in terms of broad functionality
Capture
Access
Create
Store and Digest
Share
1 2 3 4 4a 4b 4c 5

Capture
• Evernote
• Read Later tools - Instapaper, Pocket
• News Aggregators - Zite, Flipboard, Pulse
• Note Taking - Notes Plus, Remarks, Penultimate, Notability
• Dragon Dictation
• Mind Mapping - iThoughtsHD
1 2 3 4 4a 4b 4c 5

Note Taking – Student Example
Course
Notebooks
Notes
1 2 3 4 4a 4b 4c 5

Access
• Cloud Storage – Dropbox, Box, Google Drive
• Remote Access – Splashtop, LogMeIn **
** LogMeIn pricing can be confusing. A free, basic version is available and my
recommendation.
1 2 3 4 4a 4b 4c 5

Create
• Note Taking - Notes Plus, Remarks, Penultimate, Notability
• Productivity Suite – iWorks (KeyNote, Pages, Numbers)
• MS Office Suite – no Microsoft available; alternatives?
OnLive, CloudOn
QuickOffice Pro HD, Docs To Go Premium
1 2 3 4 4a 4b 4c 5

Store and Digest
• Local (Device) Storage – GoodReader, PDF Expert
• E-book Readers – Kindle, iBooks
1 2 3 4 4a 4b 4c 5

Share
• Many apps provide easy sharing
• Social Media – LinkedIn, Facebook, Twitter, Google+, Pinterest
1 2 3 4 4a 4b 4c 5

App Resource Guide
• TimeTech – 50 Must Have iPad Apps (4/12/2013)
Mentions include Dropbox, Evernote, etc.
• Apple Unveils Top Apps of All Time
Broken into top 25 for following categories
 iPhone / iPad  Paid and Free (100 total apps)
1 2 3 4 4a 4b 4c 5

What Are My Top 5? **
1. GoodReader (Content Management)
2. Evernote (Data Capture)
3. Dropbox (Cloud Storage/Access)
4. Zite (News Aggregator)
5. Netflix (Entertainment)
31
** This is one of the most common questions I receive
IMA’s 94th Annual Conference
1 2 3 4 4a 4b 4c 5

Security and Backup – The Basics
1 2 3 4 4a 4b 4c 5

What About Security?
• Apply common sense – these devices contain your life!
• Activate lock screen password (just do it!)
• Activate “Find my iPad / iPhone” – remote wipe
• Enable app passwords when appropriate
Remote access (LogMeIn, Splashtop, etc.)
• Enable in-app passwords when appropriate
e.g., Goodreader folder restrictions
1 2 3 4 4a 4b 4c 5

Backup
• iCloud – Apple’s backup / syncing solution
• Sync to computer is another option (iTunes)
• Selected apps provide back up to cloud – Dropbox, etc. (note-
taking apps, etc.)
These need to be set in app settings
• Cloud storage (Dropbox, Box, Google Drive, etc.) is not stored
locally on device, so backup is unnecessary
1 2 3 4 4a 4b 4c 5

Moving Forward –
Actual Use Case Scenarios
1 2 3 4 4a 4b 4c 5

Exploring Specific Use Cases
• Web Browsing
• Data Capture
Google Docs and Forms
Evernote for everything / anything
• Content Management
Content library in GoodReader
• Bonus - Managing photos and videos
1 2 3 4 4a 4b 4c 5

Web Browsing
1 2 3 4 4a 4b 4c 5

Web Browsing – Basic Tips List
1. Activate Bookmarks Bar in Safari
2. Create Folders on the Bookmarks Bar
3. Create Bookmarks and Place in Folders
4. Using Reader View
5. Share Web Content
1 2 3 4 4a 4b 4c 5

Web Browsing – Key Takeaways
• Safari is the default browser, but excellent
alternatives are available
Chrome, Dolphin and Atomic Web are my
favorites
• Take advantage of Bookmarks Bar
• Bookmarklets – java script that performs a function;
learn the basics!
 e.g., post articles to Instapaper, create PDF
from web page, perform comprehensive search
on web page
1 2 3 4 4a 4b 4c 5

Data Capture
1 2 3 4 4a 4b 4c 5

Google Docs and Forms
• Capturing information remotely is big opportunity – driven by
mobile / always connected capabilities
• Ease of capture and subsequent analysis capabilities are
important
• Google makes this simple with the combination of Google Forms
and spreadsheets
Plenty of other “Forms” and data capture tools exist
• What would we want to capture?
1 2 3 4 4a 4b 4c 5

What to Capture?
- Actual Examples
43
• Vacation reporting
• Tracking employee training
• CPE log
• Task and status notes
• Time clock
• Electronic employee
“suggestion box”
• Meeting notes
• Staff performance notes
• Department accomplishments
log
• Marketing / sales activity
tracker (mini CRM…)
• Excel training checklist
• FAQ log
• Technology tips accumulator
• Employee business expenses
• Mileage log
• Workout log
• Personal notes log
• etc…
1 2 3 4 4a 4b 4c 5

CPE Log - Example
44
Maintained in the Cloud – manage through
mobile devices
1 2 3 4 4a 4b 4c 5

Data Capture - Evernote
• Capture anything
Ideas, tasks,
notes, images,
anything…
• Access anywhere
• Find things fast
1 2 3 4 4a 4b 4c 5

Evernote – All Devices
1 2 3 4 4a 4b 4c 5

Data Capture – Evernote Capture Tips
• Use the Evernote WebClipper extension
“Save anything you see online – text, links and images – into
your Evernote account with a single click”
• Set up personal Evernote email account into your contacts
Easily forward emails, attachments, etc. from your inbox into
Evernote
• Evernote bookmarklet for mobile devices
• Use Sharing capabilities of apps; Instapaper, Zite, etc.
Flexibility of options to populate Evernote is
powerful (then, easily find what you want)
1 2 3 4 4a 4b 4c 5

48
• Consider an app “clipping” tool for quickly creating text notes
FastEver app is one option
1 2 3 4 4a 4b 4c 5

Resource – Flipboard Magazine
http://flip.it/1zGcj
1 2 3 4 4a 4b 4c 5

“IFTTT – If This, Then That”
1 2 3 4 4a 4b 4c 5
“IFTTT” is a service that
allows the scheduling of
automatic tasks, through
Triggers and Actions.
It is a powerful way to
automate getting stuff that
interests you into Evernote
automatically.

Content Management
1 2 3 4 4a 4b 4c 5

Content Library in GoodReader
• Can handle a variety of content; documents, PDF’s, videos,
photos, etc.
• Documents, agreements, etc. easily housed in protected folders
(if necessary)
• Ability to annotate PDF documents
• “Connect to Server” capabilities
Easily connect to the cloud (Dropbox, Box, Google Drive,
etc.)
1 2 3 4 4a 4b 4c 5

Any Content…Video
1 2 3 4 4a 4b 4c 5

Annotate PDF’s
1 2 3 4 4a 4b 4c 5

Annotate PDF’s…continued
1 2 3 4 4a 4b 4c 5

Connect to Servers (Cloud Accounts)
1 2 3 4 4a 4b 4c 5

Create a Library – Not Just Documents
1 2 3 4 4a 4b 4c 5

Create a Library – iBooks Version
1 2 3 4 4a 4b 4c 5

Content Management - Takeaways
• Content can be virtually anything
• Annotation on PDF’s is easy
Tip – invest in a comfortable stylus
• Leverage the Cloud
Content does not need to be stored locally on device
1 2 3 4 4a 4b 4c 5

Managing Photos and Video (Bonus)
1 2 3 4 4a 4b 4c 5

Managing Photos and Video
• Most of us capture photos and video using our phones or
tablets…
• What next?
We share through social media,
We fill up the device memory,
We connect to our computer and offload the content…maybe
We delete content to make room for new content
• Problems?
Files are LARGE, especially video
There is no intuitive process to manage this
1 2 3 4 4a 4b 4c 5

Managing Photos and Video
There is a process…
1. Capture content
2. Upload content to the cloud
3. Rescale / compress content – especially video
4. Rename files for organization and filing
1 2 3 4 4a 4b 4c 5

Managing Photos and Video –
Capture Content
• Either through smart
phone or tablet
• Consists of photos,
screenshots and video
• Video files – 1:00 min
clip approximately 100
meg .mov file (that’s a
problem…)
1 2 3 4 4a 4b 4c 5

Upload to Cloud
• I prefer Dropbox
• Setup event folder under
Photos* directory (this is
a default folder)
• Takes time – only use
wi-fi
* Important point
1 2 3 4 4a 4b 4c 5

Upload to Cloud
65
• Folders create photo
galleries
• Share Dropbox folder
link and anyone can
view
1 2 3 4 4a 4b 4c 5

Upload to Cloud
1 2 3 4 4a 4b 4c 5

Rescale Content
• Video files created are large
• Use video conversion software to convert to a
compressed format
Created format is .mov; Converts to .mp4 at
1/10th of file size – with no loss of quality
• Various video software options – I use
Handbrake (Mac). Free, open-source software
Handbrake Windows version described here
1 2 3 4 4a 4b 4c 5

Rename Files for Easy Organization
• Created file names are generic date-stamped
files
Video…date stamp
Photo…date stamp
• Renaming files is easy if a batch file renamer
utility is used.
Windows – I recommend “ReNamer” –
described here. Download from here.
1 2 3 4 4a 4b 4c 5

Rename Files for Easy Organization
1 2 3 4 4a 4b 4c 5

Final Tips
• Dropbox provides the ability to automatically upload
photos to storage (I don’t) – sign up Dropbox thru this link
• The “Photo Gallery” capability in Dropbox is excellent for
sharing photos (do not have to be a Dropbox user to view)
• iCloud – using Photostream – allows easy sharing of
photos and access across devices (last 1,000 pics)
• Stay on top of this process – Dropbox can fill up quickly!
Especially with video.
1 2 3 4 4a 4b 4c 5

Key Takeaways
• Mobile is changing everything
The Mobile Mindshift – Forrestor
“…People expect, then demand, service on the device…”
• Start small…but start!
“The only thing worse than starting something and failing…is not
starting something.” Seth Godin
• Tablets are not going away
Sorry, Blackberry: Tablets Won’t be Dead in 5 Years
 Forrestor blog, 5/2/2013
1 2 3 4 4a 4b 4c 5

Questions? #ima94mobile
Contact Information:
Donald R. Tomoff, CPA, MBA
Director
Invenio Advisors LLC (Overview)
E don@invenioadvisorsllc.com
Connect LinkedIn Twitter (@dtomoffcpa)
Company LinkedIn Facebook Twitter (@invenioadvisors)
1 2 3 4 4a 4b 4c 5

2013 06 ima_mobility&digital_disruption_slideshare

Recomendados

Recomendados

Mais conteúdo relacionado

Mais procurados

Mais procurados (18)

Semelhante a 2013 06 ima_mobility&digital_disruption_slideshare

Semelhante a 2013 06 ima_mobility&digital_disruption_slideshare (20)

Mais de Invenio Advisors, LLC

Mais de Invenio Advisors, LLC (19)

Último

Último (20)

2013 06 ima_mobility&digital_disruption_slideshare