Mobile BI Design Framework: Design Elements

The advent of the mouse and large screen-dependent design elements of the PC era influenced the makeup of traditional business intelligence (BI) solutions. Similarly, mobile BI comes with its own design elements that replace the mouse with touch screens, which merge the input and output components into a single device.

The “mobile BI design framework” promotes the idea that mastering these mobile design elements can benefit mobile developers (not just mobile BI teams) in order to deliver on the promise of mobile.

Here are several key design elements that I’ll cover in more detail in this series.

Mobile BI Design Framework: Purpose

The Merriam-Webster dictionary defines the purpose as “the reason why something is done or used: the aim or intention of something.” Although the reasons for a mobile BI project may appear obvious on the surface, a re-evaluation of the initial assumptions can often prove to be invaluable both for the design and longevity of mobile projects.

Here are a few points to keep in mind before you schedule your first meeting or lay down a single line of code.

10 Common Mobile BI Assumptions You Should Avoid

If organizations are going to utilize mobile business intelligence (BI) to drive growth and profitability, they must take a holistic approach that leverages technology’s strengths and minimize its weaknesses within a supported infrastructure. Moreover, organizations must deliver the power of mobile BI through innovation and without disruption. Just as we know that mobile isn’t just about one or two sexy apps, the step to gain the ability to deliver reports on a mobile device alone doesn’t guarantee success with mobile BI.

Here are the ten most common mistaken assumptions people make with mobile BI projects.

Mobile BI Design Framework: Audience

It goes without saying that when we design anything, we must know and understand our audience well. But I often find that in mobile business intelligence (BI) projects, this is where the first oversight happens—not because we lack the knowledge, but because we make the wrong assumptions.

The “mobile BI design framework” promotes the idea that we need to go beyond just knowing our audience by creating every opportunity for greater user interaction right from the onset of our engagements.

PNC Goes Digital First in Marketing to the Tech Savvy

PNC is going after tech-savvy customers with a digital-first money management marketing campaign called #BeTheBoss. The campaign turns traditional brand approaches to marketing on its ear, said Tom Kunz, senior vice president of digital at PNC.

The campaign starts with learning about customers and prospects. The bank has an audience management platform on its Web site that tracks non-personally identifiable information about visitors and develops segments. It adds in data about online shopping habits from various sources and combines it with financial information like investments and credit information and creates a demand management capability.

The bank then goes to online sites, publishers it calls them, and it can articulate what messages it plans to deliver to specific segments. Then it uses response data to see how the campaigns impact business.

Mobile BI Design Framework: Design Thinking

When we design for mobile business intelligence (BI), we need to apply the mobile mindset to all facets of user interactions, not just what we do when we are online but also what we do offline. In my first blog of the series, I discussed the importance of embracing a mobile design philosophy that will be unique to each of us and the environments we work in.

This is important because our design philosophy will be the guiding light when best practices alone may not be enough to help us navigate in uncharted waters.

Mobile BI Design Framework: Introduction

Successful mobile business intelligence (BI) solutions demand a mobile mindset. When we design for mobile BI, we aren’t just building a report or a dashboard. We’re designing to deliver a superior mobile user experience each and every time. This means we need to consider all facets of user interactions and take a holistic approach when dealing with all aspects of the “mobile user life cycle”. This life cycle starts before installation and does not end after the mobile asset is downloaded and consumed.

Top Ten Signs Your Users Are Mobile Ready

Whether you’re planning a project for a mobile business app or developing a mobile business intelligence (BI) strategy, it’s critical to gauge your users’ overall mobile readiness. Even though sales of mobile devices continue to increase, some mobile users show chronic use of PC-era habits.

Yes, the mobile savvy Millennial Generation is taking the workforce by storm, but they don’t necessarily represent the largest portion of business users. Mobile-ready users, on the other hand, will display at least some of the following characteristics.

Ten Mobile BI Strategy Questions: Security

Do you have all three layers of mobile BI security covered: device, app, and data? All of the convenience and benefits of mobile devices provide a particular security risk, complicating matters for the technology managers. When we think about the three layers of security in mobile BI, each layer plays an equally important role. Moreover, each layer represents a specific component of a user’s access profile. Therefore, it’s vital not only to understand how each layer completes the security picture, but also to make sure they work in tandem.