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The Mobile Mind Shift 
Engineer Your Business To Win In The 
Mobile Moment 
Ted Schadler 
Vice President & Principal Analyst 
Coauthor of The Mobile Mind Shift 
@TedSchadler 
#mobilemindshift
The mobile mind shift 
The expectation that I can 
get what I want in my 
immediate context and 
moments of need 
Image source: Associated Press (AP.org), photo by Michael Sohn 
© 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
The mobile mind shift will penetrate the 
beating heart of your business . . . 
Companies 
Technology 
Systems 
Processes 
Mind Devices Applications 
© 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
The mobile mind shift is on the rise 
Of smartphone users . . . 
62% expect a mobile-friendly website. 
42% expect to find a mobile app. 
23% expect their experience to change 
based on location. 
Source: US Mobile Mind Shift Online Survey, Q3 2013 
© 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
Mobile will drive a business redesign 
In 2017, firms will . . . 
Spend €139 billion to 
engineer platforms 
and processes for 
mobile engagement. 
Drive €1 trillion of the 
IT economy with 
systems of 
engagement. 
Source: August 6, 2013, “Wanted: Mobile Engagement Providers” Forrester report and February 13, 2012, 
“Mobile Is The New Face Of Engagement” Forrester report 
© 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
Entrepreneurs & innovators create and 
fulfill the mobile mind shift 
© 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
They target mobile moments to do so 
A mobile moment is a point in time and space when 
someone pulls out a mobile device to get something 
they want in their immediate context. 
Image source: Inc. (http://www.inc.com) 
© 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
Mobile moments happen 
here 
Companies 
Technology 
Systems 
Processes 
Mind Devices Applications 
© 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
How to use mobile moments at the core 
of your business strategy 
› Mobile moments are tangible: find, name, and prioritize them 
› Mobile moments are universal: they apply to every scenario 
› Mobile moments are quantifiable: measure and optimize them 
› Mobile moments are technical: identify APIs & resources for them 
© 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
The hard work 
happens here 
Companies 
Technology 
Systems 
Processes 
Mind Devices Applications 
© 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
Start small 
with a platform 
to extend. 
The IDEA cycle: mobile 
demands agile, cross-disciplinary 
teams 
Analyze 
results to monitor 
performance and 
optimize outcomes 
Identify 
the mobile 
moments 
and context. 
Design 
the mobile 
engagement. 
Engineer 
your platforms, 
processes, and 
people for mobile. 
© 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
Identify mobile banking moments 
For banking customers 
Increase 
credit limit 
Deposit payment 
checks 
Who are we serving? 
A bank customer 
What is their context? 
Received a check in the mail 
What is the motivation? 
To deposit the check as easily and 
quickly as possible 
Make 
Transfer 
money 
Who are we serving? 
A bank customer 
What is their context? 
Any time they learn about or remember 
to pay a bill 
What is the motivation? 
To successfully make a payment before 
incurring late fees 
Locate branch or 
ATM 
Check 
balance 
Who are we serving? 
A bank customer 
What is their context? 
Going out for the night in a new city and 
in need of cash 
What is the motivation? 
To find the nearest ATM or bank location 
to withdraw money 
© 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
Agile teams 
Service moments 
Business sprints 
Content curation 
Mobile 3x Web logins 
Max Mouwen Much higher NPS 
Director, Online 
banking, mobile, and 
social media 
© 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
Design the mobile engagement 
Extend 
to 
enhanc 
e 
Just 
do it 
Redesig 
n or 
reconsid 
er 
Avoid 
for 
now 
Benefit 
to 
your 
custom 
er 
Value to you 
© 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
-2 hours -2 minutes 
Customer visit 
-Review service 
ticket 
-Align dish 
-Configure set-top box 
-Sell audio system 
-Record signature 
-Record sale 
-Review appointments 
-Confirm next visit 
-Get directions 
After 
-Log service report 
-Confirm next visit 
Who are we serving? 
Field technician 
What is their context? 
Standing in front of the customer 
What is the motivation? 
To record proof of service 
Who are we serving? 
Field technician 
What is their context? 
Outside customer’s home 
What is the motivation? 
To prep for service call 
© 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
Dish Network wins with mobile service 
moments 
• 10% more visits every day 
with 15% less overtime 
• Cut back-office dispatch staff 
by two thirds 
• Implemented an in-home 
sales platform 
• Improved CX Index from last 
in 2010 to first in 2014 
© 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
Engineer your systems 
› Are your platforms ready to 
support mobile engagement? 
› Are your processes designed 
for mobile moments? 
› Are people organized to rapidly 
deploy services? 
© 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
And that 
means 
building APIs 
to your core 
processes 
- 2 days 
-2 hours 
Flight 
+2 hours 
+2 days 
- Book reservation 
- Change reservation 
- Request upgrade 
- Reserve seat 
- Check in 
- Confirm ETD 
- Access lounge 
- Find gate 
- Check ETA 
- Order food 
- Order movie 
- Set up Wi-Fi 
- Arrange ground transportation 
- Report lost luggage 
- Confirm mileage points 
- Fill out customer service survey 
- Book reward travel 
- Verify upcoming reservation 
Reservation systems 
Customer loyalty 
Flight systems 
Baggage 
handling 
© 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
Image source: Lose It! app screenshots 
Withings API 
© 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
You need a new business technology strategy 
Systems of record 
UX 
Data 
Software 
Hardware/ 
infrastructu 
re 
Network 
Systems of engagement 
UX 
Data 
Software 
Infrastructu 
re 
Network 
Design 
starts with 
engagement 
Design 
starts with 
transactions 
© 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
Analyze results to monitor performance and 
optimize outcomes 
› Performance & operational metrics 
› Business metrics to funnel investment 
› Customer and experience insights 
› Real-time analytics to power great mobile 
moments 
© 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
Remember this . . . 
› The mobile mind shift will transform business. 
› The new battleground is the mobile moment. 
› Identify, design, engineer, analyze . . . repeat. 
© 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
Thank you 
Ted Schadler 
tschadler@forrester.com 
blogs.forrester.com/ted_schadler 
@tedschadler 
#mobilemindshift

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Design2Disrupt Summit: Ted Schadler - The Mobile Mind Shift

  • 1. The Mobile Mind Shift Engineer Your Business To Win In The Mobile Moment Ted Schadler Vice President & Principal Analyst Coauthor of The Mobile Mind Shift @TedSchadler #mobilemindshift
  • 2. The mobile mind shift The expectation that I can get what I want in my immediate context and moments of need Image source: Associated Press (AP.org), photo by Michael Sohn © 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
  • 3. The mobile mind shift will penetrate the beating heart of your business . . . Companies Technology Systems Processes Mind Devices Applications © 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
  • 4. The mobile mind shift is on the rise Of smartphone users . . . 62% expect a mobile-friendly website. 42% expect to find a mobile app. 23% expect their experience to change based on location. Source: US Mobile Mind Shift Online Survey, Q3 2013 © 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
  • 5. Mobile will drive a business redesign In 2017, firms will . . . Spend €139 billion to engineer platforms and processes for mobile engagement. Drive €1 trillion of the IT economy with systems of engagement. Source: August 6, 2013, “Wanted: Mobile Engagement Providers” Forrester report and February 13, 2012, “Mobile Is The New Face Of Engagement” Forrester report © 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
  • 6. Entrepreneurs & innovators create and fulfill the mobile mind shift © 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
  • 7. They target mobile moments to do so A mobile moment is a point in time and space when someone pulls out a mobile device to get something they want in their immediate context. Image source: Inc. (http://www.inc.com) © 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
  • 8. Mobile moments happen here Companies Technology Systems Processes Mind Devices Applications © 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
  • 9. How to use mobile moments at the core of your business strategy › Mobile moments are tangible: find, name, and prioritize them › Mobile moments are universal: they apply to every scenario › Mobile moments are quantifiable: measure and optimize them › Mobile moments are technical: identify APIs & resources for them © 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
  • 10. The hard work happens here Companies Technology Systems Processes Mind Devices Applications © 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
  • 11. Start small with a platform to extend. The IDEA cycle: mobile demands agile, cross-disciplinary teams Analyze results to monitor performance and optimize outcomes Identify the mobile moments and context. Design the mobile engagement. Engineer your platforms, processes, and people for mobile. © 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
  • 12. Identify mobile banking moments For banking customers Increase credit limit Deposit payment checks Who are we serving? A bank customer What is their context? Received a check in the mail What is the motivation? To deposit the check as easily and quickly as possible Make Transfer money Who are we serving? A bank customer What is their context? Any time they learn about or remember to pay a bill What is the motivation? To successfully make a payment before incurring late fees Locate branch or ATM Check balance Who are we serving? A bank customer What is their context? Going out for the night in a new city and in need of cash What is the motivation? To find the nearest ATM or bank location to withdraw money © 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
  • 13. Agile teams Service moments Business sprints Content curation Mobile 3x Web logins Max Mouwen Much higher NPS Director, Online banking, mobile, and social media © 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
  • 14. Design the mobile engagement Extend to enhanc e Just do it Redesig n or reconsid er Avoid for now Benefit to your custom er Value to you © 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
  • 15. -2 hours -2 minutes Customer visit -Review service ticket -Align dish -Configure set-top box -Sell audio system -Record signature -Record sale -Review appointments -Confirm next visit -Get directions After -Log service report -Confirm next visit Who are we serving? Field technician What is their context? Standing in front of the customer What is the motivation? To record proof of service Who are we serving? Field technician What is their context? Outside customer’s home What is the motivation? To prep for service call © 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
  • 16. Dish Network wins with mobile service moments • 10% more visits every day with 15% less overtime • Cut back-office dispatch staff by two thirds • Implemented an in-home sales platform • Improved CX Index from last in 2010 to first in 2014 © 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
  • 17. Engineer your systems › Are your platforms ready to support mobile engagement? › Are your processes designed for mobile moments? › Are people organized to rapidly deploy services? © 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
  • 18. And that means building APIs to your core processes - 2 days -2 hours Flight +2 hours +2 days - Book reservation - Change reservation - Request upgrade - Reserve seat - Check in - Confirm ETD - Access lounge - Find gate - Check ETA - Order food - Order movie - Set up Wi-Fi - Arrange ground transportation - Report lost luggage - Confirm mileage points - Fill out customer service survey - Book reward travel - Verify upcoming reservation Reservation systems Customer loyalty Flight systems Baggage handling © 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
  • 19. Image source: Lose It! app screenshots Withings API © 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
  • 20. You need a new business technology strategy Systems of record UX Data Software Hardware/ infrastructu re Network Systems of engagement UX Data Software Infrastructu re Network Design starts with engagement Design starts with transactions © 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
  • 21. Analyze results to monitor performance and optimize outcomes › Performance & operational metrics › Business metrics to funnel investment › Customer and experience insights › Real-time analytics to power great mobile moments © 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
  • 22. Remember this . . . › The mobile mind shift will transform business. › The new battleground is the mobile moment. › Identify, design, engineer, analyze . . . repeat. © 2014 Forrester Research, Inc. Reproduction Prohibited #mobilemindshift ‹#›
  • 23. Thank you Ted Schadler tschadler@forrester.com blogs.forrester.com/ted_schadler @tedschadler #mobilemindshift