Field Force Automation

Posted by on Aug 5, 2011

Field Force Automation

This project, completed last year, was for Adobe‘s Ottawa based Livecycle team. It was part of a concept developed to introduce one of Adobe’s “Solution Accelerators” to mobile platforms.
Solution Accelerators are fully tested and supported frameworks that bundle together all of the underlying LiveCycle modules required to develop each solution, together with solution-specific components called building blocks ready for use in production applications. Obviously targeted to the enterprise market, these “solutions” provide integrators and professional development organizations with the ability to quickly and easily establish project foundations for their customers.
Field Force Automation (FFA) refers to the use of technology to capture field sales or service information in real time. This involves use of technology, typically handheld PDAs, wireless devices, Tablet PC’s or mobile phones to capture data. The captured data is transferred immediately to back end systems (ERP, CRM or accounting systems) through wireless connectivity (Wifi, 3G, satellite or GPRS). This instant capture of information reduces time delays, avoids manual double entry data errors and enhances field force productivity.
The scenario considered in the mockups shown here, display a solution specific for the insurance industry. It provides an agent with a view into their field service appointments. The first screen shows a week view of all their meetings with a snapshot of the client name, details and type of service call. The agent is able to drill down on any specific client to reveal additional information, location and documents associated to the call. Originally designed for a mobile laptop form factor, the design was reconsidered for the more appropriate tablet interface. Another variation was completed for the compelling Samsung Galaxy Tab.
The designs shown here are still considered “schematic” in that they are not representative of the final look and feel. They provide enough “texture” for use in discussions with stakeholders and further planning and form the foundation for elaborating a “compelling story”.