Today's Technology for Tomorrow's Firm.
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FROM THE TRENCHES How Email and Collaboration Platforms are Helping Mobile Professionals M any of you have been using email for 20 years or more, but interactive collaboration tools are still somewhat new to your way of thinking and working. If you reflect on your progress in using soſtware, you'll find that you have become more collaborative year aſter year. For example, when word processing first became available, you frequently had a typing pool to do the data entry from dictation. Then, you found it easier to look at draſts on your own machine. Later you found that some short messages and memos were easier to create yourself. Ten you probably changed your thinking to realize you could draft content at the keyboard and with the track changes feature in Microsoft Word, see the revisions others made when you sent the document to them. Now the Microsoſt Word document can live in SharePoint with one or more users accessing the document from there. Competitors like Google Docs and Zoho have similar capabilities. Now the technologies have pro- gressed enough that when you have to be mobile, you can do much of the work you want to do. The tools are good enough to be prety effective at email and collaboration today, with more practical tools to come. A simple reminder is in order, though: remember that mobile devices today are still best at consuming con- tent, not creating content. If you have a lot of heavy liſting and keying to do, you are still likely to be on a desktop, laptop or UltraBook computer. If you are simply doing a review or short responses, you may find a tablet or smartphone application sophisticated enough to get the job done. Randy Johnston Mr. Johnston is executive vice president and partner of K2 Enterprises and Network Management Group, Inc. He is a nationally recognized educator, consultant and writer with over 30 years' experience. He can be contacted at randy.johnston@cpapracticeadvisor.com. What Can You Do Effectively? Mobile phones made it possible to respond to email from virtually any- where. We'll certainly tip our hat to Rim BlackBerry for making this not only possible, but practical. As smart- phones from all other vendors became easier to use, email was one of the applications that received the most atention. Microsoſt made the mobile interface 20 October 2012 t www.CPAPracticeAdvisor.com to Exchange easier with ActiveSync, and smartphone vendors like Apple with iOS, Google with Android, and Microsoſt themselves made email on a smartphone convenient and easy to answer. In most cases today, if you have Exchange hosted email, you can answer and file messages on a smartphone, and the message is completely handled. You don't have to do something more with the message when you return to the office. Most of this magic is really handled by Microsoſt Exchange or by Lotus Notes email servers and very litle is done on the smartphone but to provide an interface for you, the user. For some users, making the images bigger on a tablet was all it took to get off a computer and onto the couch. A simple reminder is also in order here: pick the right tool for the job. Answering a lot of email on a smartphone or tablet can be much slower than doing the job on a computer, and you'll wind up working longer to do the same amount of work. Frequently users select the wrong tool without thinking. Collaboration opens a whole new can of worms. Collaborative tools by their very nature can take much more interaction from the user. While touch screens have made this possible, the interfaces are oſten too computer-like and really require a keyboard. We have been watching and hoping for voice technology since the late 1970's and it is clear we are geting very close. But the style of response: type, touch, or speak, is much less important than designing the application so it allows for logical collaboration. Te functions you need to perform as a user or a manager have to be presented in a logical way. Te great news for collaboration is that centralized computing is back. We call it the cloud. If you can perceive that the Internet is one big affordable mainframe with lots of powerful applications running in data centers, and you need a simple dumb terminal to connect, which we call smartphones and tablets, you have a pretty clear picture of the new collaboration model. We can build our own private cloud for collaboration using LANs, virtualization, remote access with Remote Desktop Ser- vices, Citrix XenApp or XenDesktop or VMware View. Or, we can choose to use hosted or SaaS services from other providers. If we pick and choose, or use a hybrid model, we can select the applications that make the most sense to us and solve our client's problems. On-premise, hosted, SaaS or Hybrid – all the models are being updated for collaboration. What Are Some Examples of Mobile Collaboration? Software publishers and hardware manufacturers have created products for the mobile user that enable col- laboration. Most of the time these have been built with a purpose in mind, but sometimes the creation was accidental. Now that the mobile vision is prety firmly established, vendors are creating products to meet needs that they dis- cover and solve. This article continues online. Please go to www.CPAPracticeAdvisor.com/ 10770442.