Mobility Articles 
 
Market Research Company Stays Productive with Mobile E-mail
 
Publish Date: 2006
Author: Tyson Greer

Steve Babb runs the Verus Group, a small, qualitative market research company, based in Evergreen, Colorado, but he's not in the office very much.

Verus Group's business is setting up and conducting online and offline focus groups and one-on-one, in-depth interviews. His customers are in the U.S. His vendors—focus group facilities, moderators, and recruiters—are international. This means that Steve spends his days making time-sensitive decisions across many time zones. He and three of his four employees travel extensively.

"We can't be out of touch. We wouldn't be in business." E-mail is Verus Group's primary mode of communication with clients. "My clients love us because they know we're minutes away from responding," says Steve."

"We're consultants. By the nature of the job, we're not in the office, at a computer or laptop; we travel internationally non-stop for a living. The ratio of the amount of time we spend connected to a computer compared to connected via mobile device is 80/20. Eighty percent of the time we're connected via mobile device".

Device of choice
Everyone in Verus Group carries the I-Mate K-Jam Windows Mobile powered device, which is similar to the device T-Mobile sells as the MDA Professional. He particularly likes the slide-out keyboard.

Steve also appreciates the MDA's wireless connectivity and his Bluetooth headset*, especially using Microsoft Voice Command while driving. With Voice Command, he can ask for and listen to calendar information, find Contacts, and place phone calls without taking his eyes off the road.

Running on Mobile Office Applications
Steve reports that he does not download many third-party applications onto his Windows Mobile powered device. "We have what comes resident on it. They come out of the box so finely tuned, with all our core business needs."

"Everything you do needs a contact and e-mail; and your calendar is flipping all day long." Then Steve adds, laughing, "If these applications can wear out, we're going to wear them out." Steve also uses Microsoft Word Mobile, Excel Mobile, and to a lesser extent PowerPoint Mobile. For example, on more than one occasion, he has received a focus group script as an e-mail attachment just hours before the event. With Word Mobile, he could not only open and review the script, but also make changes and send an e-mail response—just in time"

Responding to Time-Sensitive Issues
Near real-time is crucial for the fast pace of the Verus Group. They depend on getting information they need for on-the-go decision-making

"We recruit people for focus groups non-stop. There's always a time-sensitive question that needs a response." Steve cites a typical situation when a recruiter reached him on his mobile device and needed to know immediately whether or not one prospective participant should be included in a focus group that same evening. "It's the kind of thing we need to turn it around and say 'Yes' or 'No.' It's the difference between a successful focus group or not. An unsuccessful focus group means an unhappy business, which means lost business. A single e-mail has very profound effects on a time-sensitive basis."

Productivity Travel Tips
Steve always has a current set of documents on his storage card, just in case he gets a question about a project. He keeps a folder on his desktop to pack documents he needs for a trip and uses a 512 MB storage card on his device as a briefcase. He has configured ActiveSync to include synchronizing that folder on the storage card and the desktop.

If they get a cost estimate or a focus group script, and they need to make a decision in the next three hours, and in the next three hours they're not going to be at a computer; they can access the Microsoft Word or Excel document on a storage card or open it in an e-mail attachment, make changes, and e-mail a response—all from their Windows Mobile powered device. It takes less time and trouble than booting up and using a laptop, assuming they could even get e-mail connectivity with the laptop.

While traveling he uses MSN Messenger for instant messaging as a low cost alternative to voice. It’s quick, and a fun way for his kids to keep in touch while he's away. Steve also uses Hotmail with Pocket MSN to access his personal Hotmail account.

Staying Up to Date via Hosted Exchange Service
To gain the immediacy they need, Verus Group shifted from the POP3 e-mail accounts, which retrieve e-mail from a remote server over an Internet connection, to a hosted Microsoft Exchange Server arrangement provided by Mainstreet.com.

The main reason Verus Group made the switch was to take advantage of the improved synchronization via the hosted Exchange Server. This means, for example, that any changes in Steve's Outlook data store on the Exchange server—such as Steve sending e-mail from his device or someone changing the time or place of a meeting—are updated automatically on his Windows Mobile powered device and his desktop computer.

In addition, Steve or his other employees do not need to come into the office and cradle their devices to synchronize e-mail, Contacts, and other Outlook data. On the road or in the office, Verus Group employees receive changes in real-time.

End of the Day
Steve told me a story about a large project that took long hours. "You go home thinking you're done for the day and you're never going to check e-mail again." But then on the way home, he got a quick e-mail back from the customer. One last thing, it was a little thing, but vital to them. "We were able to do a quick edit on a document, attach it to an e-mail, and send it off while pulled over on the side of the road. Then I went home and unplugged with my family."

It's a little hard to imagine Steve unplugged, but even the best devices need a little time to recharge now and then.

*Bluetooth headset sold separately



Contact Information
For more information on this article or on e-learning research and technology, please contact:

Tyson Greer
Chief Executive Officer
Ambient Insight, LLC.
Image:  Send e-mail Tyson@AmbientInsight.com

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Reference
This article was originally published on the Microsoft Windows Mobile Web site. Click here to link to the original publication.

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