Presentation given to business executives re quick introduction to digital disruption and mobile. Disruption is happening all around us - just have to look up and pay attention to see it.

1. Shore West Financial Group -
Small Business Forum
Digital Disruption and Mobile – So
What’s That Mean?
September 24, 2013

2. iPad Common Scenario / Question Survey
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 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…)

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

4. Questions Classified As Basic
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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%

5. Forrester Research – “Digital Disruption”
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6. 5 Years – Apple vs Blackberry
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7. 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…”
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8. Observations…
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9. Observations…
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10. Observations…
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11. Observations…
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12. How Big Is Mobile?
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13. How Big Is Mobile?
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14. How Big Is Mobile?
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15. How Big Is Mobile?
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http://www.kpcb.com/insights/2013-internet-trends

16. So How Do You Start Moving
Your Organization Through
This?
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17. Change - Executive Quote
“We are trying to push things, but not for the
sake of pushing--my simple philosophy is: life is
change; therefore, you're either getting better or
you're getting worse. So, we continue to strive,
analyze, strive, analyze. Makes life fun to be
honest.”
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18. So How To Approach Change?
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Area Description Current Oppor
Awareness / Training Skills gap identification, ongoing training
service offering
5 8
Simplify Process simplification, data analysis and
discovery, and business intelligence and
reporting dashboards
3 8
Streamline Streamline existing processes - workflow
processes, information management
(capture, storage, access and retrieval),
and digital document preparation and
environment management
3 8
Leverage Leverage technology and pragmatic
thinking to increasingly improve
productivity; digital and mobile capabilities,
awareness of existing technologies,
maximize effectiveness of change efforts
1 4

19. Mobile Strategy OR Business Strategy?
Mobile Strategy? You Need a Business Strategy.
Brian Katz; May 6, 2013, InfoWorld.com
“The strategy of your company is quite
simply to do whatever it is your company
does -- better, faster, and more efficiently,
so you can make more profit this year than
last year… Everything else is built around it,
including your mobile strategy.”
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20. What Is Your Competition Doing?
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21. 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
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22. Opportunities?
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23. Opportunities?
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YES!

24. Mobile - Challenges
 Bring Your Own Device (BYOD) Trend
 Security!
 State of Digital Readiness
 Solution Development? “Do I need an app?”
 Workflow Process Change (change is tough)
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25. How to Start?
 Jump in – you won’t know until you go…
 Move towards digital…
 What do our customers want?
 How can we improve our service?
 What internal process “bottlenecks” can be
solved with instant information access?
 Engage your team!
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26. How to Start?
"I don't look to jump over 7-foot
bars: I look around for 1-foot
bars that I can step over." ~
Warren Buffett
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27. 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
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28. Questions
Contact Information:
Donald R. Tomoff, CPA, MBA
Director
Invenio Advisors LLC (Overview)
P 440-879-8632
E don@invenioadvisorsllc.com
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