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How to Implement an Effective Mobile Fieldforce System

After many years of experiencing and seeing problems with business implementation of mobile systems we provide 10 steps to improving the implementation process of field automation.

Use a specialist mobile solutions provider. Don’t get fooled into engaging a non-specialist software writer.

Review the total cost of ownership of hardware and at least consider the rugged device.

Consider an outsourced or Application Service Provider solution to avoid complexity and support headaches.

Simple is best. Keep the application simple to make training easier and avoid mistakes.

Keep the first project manageable. Focus on paper-heavy tasks and quick ROI.

Don’t go online. Mobile coverage can be patchy so opt for an occasionally connected model with a thick client that will allow your drivers to do their jobs even when they don’t have coverage.

Put something in for the field worker. To achieve greater field worker acceptance, include something in the application which makes the life of the field worker easier eg. Time sheets.

Allow time for design. The design phase of a project is the most underestimated. It is usually more difficult to agree the requirement than to build the final application.

Don’t allow integration to be shrugged off. Data is useless if it can’t be integrated to internal systems and external customers. Make sure that the solution provider understands how to integrate to your systems.

Appoint “tech-savvy” power users to learn the system first, train their peers, and be the first port-of-call for support.

Tips

  • Consider all variety of devices available in the marketplace
  • Always consult with the users of the device as they will be the ones using the final product
  • Simple is best

Apple's iOS 26 and iPadOS 26 updates are packed with new features, and you can try them before almost everyone else. First, check our list of supported iPhone and iPad models, then follow our step-by-step guide to install the iOS/iPadOS 26 beta — no paid developer account required.

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