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Develop & Enforce Policies that Securely Enable a Mobile Workforce

Prepare your policies for a future when mobile personas are more important than mobile devices.

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  • User policies are often created ad hoc or based on outdated policies designed for specific corporate-issued devices.
  • The number of possible technology policies to enable or disable is daunting, and deciding which policies to apply to which users can appear to be a monumental task.
  • Poorly thought-out policies can increase support and management costs, especially if something goes wrong.

Our Advice

Critical Insight

  • Determine your policy goals based on a forward-looking view of your mobile workforce, and then design policies that align with your goals.
  • Align your mobile policies with your broader mobile strategy, which should in turn align with your IT strategy.

Impact and Result

  • A strong set of mobile user and technology policies will enable a productive workforce, no matter which mobile devices are being used.
  • Automate enforcement of policies as much as possible to keep management and support costs down.
  • Use this solution set to create policies that are carefully thought-out, communicated thoroughly, and effectively enforced. Your workforce will be mobilized in no time.

Research & Tools

1. Understand the need for mobile policy

Understand the current situation with mobility in the enterprise, and how policies fit in.

2. Document your future mobile policy goals

Understand where the future of mobility lies, brainstorm forward-looking goals, and explore the benefits of each goal.

3. Document your current mobile situation

Inventory your current set of mobile policies, identify who is doing what with mobile to determine use cases, and assign user groups to risk profiles.

4. Identify gaps

Identify gaps between your goals and your current mobile situation, and determine steps needed to close these gaps.

6. Incorporate mobile policies into your IT strategy and revisit regularly

Document your policies, insert them into your larger strategies, and revisit them regularly.

Guided Implementations

This guided implementation is a two call advisory process.

Call #1 - Create a set of technology policies

An analyst will review your organization's current mobile strategy and technology policies, your long-term goals for mobility in your organization, and the types of technology policies needed.

Call #2 - Create a set of user policies

At the appropriate milestone, an analyst will review your mobile strategy and long-term goals to help you establish the types of user policies needed.

Onsite Workshop

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Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Document your future mobile policy goals

The Purpose

To understand where mobility is going, so you can aim your goals there, including policies that embrace the dual personal and work personas

To brainstorm a set of forward-looking mobile policy goals

Key Benefits Achieved

An understanding of the state of mobile technology that leads to a future-proof set of mobile policy goals




Brainstorm forward-looking mobile policy goals

  • Mobile policy goals template

Analyze mobile policy goals

  • Goals analysis worksheet (goals and benefits)

Module 2: Document your current mobile situation

The Purpose

  • To inventory your current set of mobile policies, if any

  • To identify current use cases for mobile technology
  • To assess risk and assign risk profiles to user groups

Key Benefits Achieved

  • A baseline from which to identify gaps between your current situation and the goals you have outlined




Review your mobile strategy and current inventory of mobile policies

  • Mobile policy inventory

Identify who is doing what with mobile (use case diagram)

  • Use case diagram with risk profiles

Tie risk profiles to roles

  • Consolidated list of roles with use cases and risk profiles

Consolidate to a manageable list of roles

Module 3: Identify gaps

The Purpose

  • To identify gaps between your future goals and your current situation

  • To identify the steps needed to close the gaps and achieve your goals

Key Benefits Achieved

  • An action plan will allow your organization to begin moving forward in creating and refining your mobile policies, one step at a time




Identify gaps between your current status and your future goals

  • Goals analysis worksheet (gaps and steps)

Identify the policy-related steps that you need to take

  • Detailed action plan

Identify the policy-related steps that you need to take


Build a detailed action plan

Module 4: Create mobile policies

The Purpose

  • To begin taking action by creating or refining mobile policies
  • To decide on technology policies to be applied
  • To decide on user policies to distribute
  • To address training on and enforcement of policies

Key Benefits Achieved

  • A carefully thought-out set of technology policies and user policies, based on your forward-looking policy goals, will safely unlock the benefits of mobility within your organization




Decide on technology policies

  • List of technology policies and settings

Create a set of user policies

  • List of technology policies and settings
  • Acceptable use policy
  • Remote wipe waiver
  • Reimbursement policy

Plan a rollout and training program

  • 12. Training slideshow

Module 5: Incorporate mobile policies into your IT strategy and revisit regularly

The Purpose

  • To consolidate your mobile policies and insert them into your mobile strategy, which will be inserted into your broader IT strategy
  • To determine responsibilities and develop a mobile roadmap

Key Benefits Achieved

  • An understanding that policies are only part of a mobile strategy, which are in turn only party of an IT strategy
  • A roadmap for implementing your policy decisions and revisiting decisions regularly




Document mobile policies and insert them into your IT strategy

  • Consolidated mobile policy document

Determine responsibilities and set a timeline for implementation

  • Mobile roadmap

Member Testimonials

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After each Info-Tech experience, we ask our members to quantify the real time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this Blueprint, and what our clients have to say.




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Joyson Auto Safety S.A.

Guided Implementation




Sacramento Municipal Utility District (SMUD)

Guided Implementation




Search Code: 58435
Published: April 22, 2013
Last Revised: April 22, 2013

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