Mobility Trends. Deloitte Tax Management Consulting. December Todd Dannenfelser. Niketu Bhatt. Deloitte Tax LLP

Transcription

1 Mobility Trends Deloitte Tax Management Consulting December 2014 Todd Dannenfelser Niketu Bhatt Deloitte Tax LLP

2 Agenda Introduction Workforce Mobility Trends Responsive UI Portals, Tools & Apps Connected Mobile Productivity Apps 1

3 Workplace Mobility Trends

4 Mobility Trends Workforce trends It is estimated that a quarter of global information workers practice Bring Your Own Device BYOD Apps beyond basic productivity and are a norm now Anytime and Anywhere workers means more locations, more devices Tablets are predicted to increase to 905 million by year 2017 SaaS model making high end business software cheap for small and medium businesses, who also use mobility as key business driver 3

5 Mobility Trends Organizational goals to leverage current trends Prioritize tasks not as a system as a whole, but to be mobilized first to get employee engaged faster. Look for cloud hosted or cloud connected vendors, who align with you mobile strategy and add value to delivery model (i.e. Office 365, AWS etc.) Extend key systems for mobile access for employees and customers Implement and Improve Mobile Security Plan for responsive, device-agnostic solutions on HTML5 based solution Plan for offline work scenario and sync model in design 4

6 Responsive Design

7 Responsive Design 7

8 Responsive Design Responsive Design Considerations One site. Endless devices. With responsive design, you can create one well-planned site to deliver an enhanced experience in context to each device or screen size. This is an important characteristic, since it is impossible to anticipate all the devices and screen sizes searchers will use to access your site. Enhances User Experience With a responsive design, users have access to a functional and accessible website on which they can find the exact information that they're searching for. You're Reaching Your Audience Since customers are regularly going back and forth on devices it's expected that the landing page be the same on desktop and mobile. You have to give visitors a great user experience. 8

9 Portals, Tools & Apps Connected

10 Tax Portal App Model Example-Benefits of SharePoint App User experience simple, modern user Interface and design Mobile - Responsive design to serve Mobile users Robust Security Management controls User collaboration features Universal document library management and access features with drag-drop of multiple documents Powerful Records and Archive management feature Integrated Calendar and automated workflows for effective Due date management and SOX controls Integrity, process and procedures around the EUCA and Tax data within those models Dynamic Notification and control center by Tax module Process specific Dashboards for quick decision making Ease of use User Personalization Centralized and well defined Master data across the Tax Organization 10

11 Access and Control Manager-ACM Current State Professionals heavily use Microsoft Excel spreadsheet ( Excel ) and Access applications. These are End user Computing Applications Many Excel files are stored in Tax user s desktop or Shared Drive This exposes an organization to several levels of risk Security, Audit, Operational, Control and Maintenance, Versioning Monitoring and governance are a headache with limited IT resources Leads in high cost and maintenance to keep reporting and compliance obligations. Loss of productivity and traceability Future State Centrally controlled and delivered application for collaboration Better traceability and quality controls Better auditing on web based models Can leverage technologies to perform risk assessment and version history 11

12 Excel Services Current State Excel Desktop Users use Excels locally on their laptop Difficult for collaboration and parallel edits Many global companies don t have same versions More likely for errors and overwritten data Not accessible when device is not available Excel Client application necessary Future State Excel Services, Office web Apps Extension of Desktop version to be available on the web from a browser No Excel Client required Increases overall availability and productivity Version control is enabled Increased Collaboration and parallel edits are possible Leverage Excel Driven Dashboards 12

13 Mobile Productivity Apps

14 Mobile Productivity Apps- Examples Mobile Productivity Apps can be classified under the following types Team Collaboration Apps Provides real time team collaboration features like task assignment, chatting, file share etc. Provide Bring You Own Device features Provide modern UI/UX and ease of accessibility Provides integration with a variety of cloud based Applications Examples: Redbooth, Asana, Siasto, Wrike, etc. Task Management Apps Provides advanced task management capabilities with reminders and alerts Integrates Easily with a variety of calendars like Google Calendar, Outlook Web Calendar, etc. Provide modern UI/UX and ease of accessibility Examples: Wunderlist, Remember the Milk, Todoist, Nozbe, etc. 14 *Deloitte is not recommending any particular app-we are neutral

15 Mobile Productivity Apps-Examples File Share Apps Provides Cloud based Share Drives to access files anytime, anywhere with any device. Advanced Folder based Security Easy integration with other Productivity Apps Examples: One Drive, Dropbox, Google Drive, etc. Note Taking Apps Provides web based note taking and idea capturing features Integrates Easily with a variety of other productivity applications Provide modern UI/UX and ease of accessibility across devices Examples: Evernote, OneNote, MindMeister, etc. 15

16 Other Productivity Apps Examples Team Collaboration Apps Task Management Apps File Share Apps Asana, Siasto, Wunderlist, Wrike, RedBooth, Podio, Producteev, Azendoo, Trello, Basecamp, Confluence, HipChat Wunderlist, Remember the Milk, Todoist, Nozbe, Omnifocus - Apple ios only, Things Apple ios only Evernote, Any.do OneDrive, Dropbox, Google Drive, Box, Office 365/SharePoint, Watchdog, Sharefile 16 Note Taking Apps *Not an exhaustive list of productivity apps Evernote, OneNote, Remember the Milk, MindMeister, Skitch, Drafts - ios only, ScanSnap

17 Mobile Apps

18 Tax Information Application 18

19 Office Mobile Office on your Devices Extend your Office experience with Mobile apps to stay productive Available on ios, Android and Windows platform View, create, edit, and print from mobileenhanced Word, Excel, and PowerPoint apps Content and formatting stay intact so documents still look great when you're back on your PC or Mac With your phone, you can access Office documents that are stored on OneDrive, OneDrive for Business, or SharePoint You can view and edit Office documents attached to messages You can create new Word and Excel documents on your phone You can review comments that have been made in Word and Excel documents on your phone and add your own comments 19

20 Yammer Yammer On The Go Making it simple to be productive wherever you are Support multiple Mobile Platforms Check your home feed to stay on top of conversations Catch up on the latest from your Groups and collaborate with your team Push notifications let you know about important activity right when it happens See the latest Microsoft Office documents, PDFs, images, and Notes that appear in your feed 20

21 OneDrive One Place for everything in your life Keep all your files and photos in OneDrive. Access and share them from your phone, tablet, and computer Your friends, family or co-workers can see them wherever and whenever if you choose to share them OneDrive comes with Office Online, so you can create, edit and share documents regardless of the type of device you re working on 21

22 RedBooth Work Smarter Easily create and manage projects and tasks to help your team get more accomplished.. See what's getting done and what's falling behind. Visualize and track performance with reporting views. Easily share, find and work on current documents. Comes with free file storage and integrates with: Dropbox, Box, Google Drive. Redbooth Project Management integrates seamlessly with countless business tools to make organizing your existing work even simpler. Take Redbooth beyond the office on your smartphone or tablet. Stay in the loop with your tasks and collaborate online on the go with iphone, Android and ipad apps. 22

23 Evernote Capture Notes and Ideas easily on the go across devices Access notes and ideas anytime, anywhere and across devices Provides search and discovery features to find information easily Provides one click transformation to change notes to screen-friendly layout. Clip web articles, capture handwritten notes, and snap photos to keep the physical and digital details of your projects with you at all times. 23

24 Skitch Get your point across with fewer words using annotation, shapes and sketches, so that your ideas become reality faster App s features and abilities: - Annotate: Add arrows, shapes and text to existing images - Create: Draw something new - Edit: Reposition, recolor and remove your annotations at will - Share: Send your sketches and annotations over Twitter and - Present: Show your work in real time via AirPlay on Apple TV - Remember: Save everything to Evernote for later 24

25 DocuSign Sign Anything, Anywhere, Anytime The DocuSign mobile app provides consumers and professionals a simple way to sign and return documents from anywhere, anytime, on any device. Sign PDFs, Microsoft Office documents, image files, faxes, and more Import cloud documents from Box, Dropbox, Evernote, and Google Drive Signed documents automatically stored securely in the cloud Receive push notifications when documents are signed Businesses can take advantage of pre-built connectors for popular CRM and productivity solutions on the market today 25

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