There was a time when Paul Epstein used to sweat being out of the office
for more than a few hours at a time. That’s because Epstein, managing
director at LCG Capital Group, LLC, an investment banking and advisory
firm, is out of the office at least half of the work week, conducting a
lot of business on the go.
But being a road warrior now is easier than ever. Epsteins secret
weapon? His Blackberry.
Using the Blackberry lets Epstein not only access and send emails but
check contacts and his calendar. He also says he likes being able to open
”If I have contracts I need to review or write-ups we’ve done, I can
review them if I’m waiting at an airport or offsite and not near an
office,” says Epstein, who is based in Tampa, Fla.
Move over laptops. Handhelds are increasingly being used to conduct
wireless business transactions, thanks to middleware that allows
companies to port network applications over to the devices.
”Handheld devices are typically about productivity… they hold a lot of
promise” for streamlining business processes, says Kevin Burden, manager
of the Mobile Devices Program at Framingham, Mass.-based International
Data Corp. But Burden and others say that while there are a lot of nice
add-on applications available, for the most part, users generally stick
with the primary uses of the handhelds: wireless email and voice
It’s Not a Laptop
”People want a zero-pound laptop and what they are trying to do is turn
these PDAs into that, but at some point you have to draw a line…
because a handheld will never run a full version of Office,” says Ken
Dulaney, vice president of Mobile Computing at Gartner Group, an industry
analyst firm. Dulaney adds that even Microsoft’s own pocket handheld,
Windows Mobile, will ”never be compatible” with Excel.
There are about 8 million users of wireless email worldwide, and that
number is expected to reach 1.5 billion within 10 years, according to
Dulaney says most applications are not ideal for these devices because
browsing is a challenge. One screen on a PC may translate to eight or 10
screens on a handheld, and that means a lot of scrolling because of the
size, which on some devices, is a 2×2 screen.
”The size of the unit is a constraint and that’s not going to change.
People think this device can do what a laptop can do and it can’t,” says
Dulaney. ”It will never exist.”
But like most users, Dulaney says handhelds are ”a Godsend” for those
in-between times when you’re not sitting at a desk and need to get at
At West Coast litigation firm Keesal, Young & Logan, which services both
national and international clients, all 80 lawyers needed a way to be
accessible 24×7. That meant finding a mobile computing solution that
would provide seamless access to Microsoft Outlook and other business
critical applications via a secure, dependable, wireless connection.
On top of that, the firm wanted a way to better manage the lawyers’ time.
The law firm, based in both Long Beach, Calif. and San Francisco,
attempted a pilot program to deploy laptops to its workforce a few years
ago, but found the computers were left unused in their offices 80 percent
of the time. Although laptops effectively support remote access, a high
level of mobility requires a smaller, lighter and more convenient form
factor, says Justin Hectus, director of Information at the firm.
After trying Blackberrys, which employees said did not provide ”true
wireless deployment and synchronization”, the firm now is using Treo
650s for phone, email, organization and productivity. Hectus also has
deployed a custom time and knowledge application called TimeKM, which
lets lawyers track activities, such as the time of a phone call with a
client, for example.
Another function Treo users at the firm now have is a workload application,
which allows lawyers to notify partners whether their workload is light,
medium or heavy. Based up their real-time updates, ”Were able to more
readily staff new cases,” says Hectus. The application is available on
either their Treo or desktop, but he says it is a good fit for the 2×2
inch device since ”it’s literally two checkboxes and because it’s so
easy [to use], it means the information is updated more often.”
Lawyers at the firm also can use their Treos to access personal
statistics, such as how many hours they have worked, and client financial
information, including the number of hours that have been billed to a
There are no headaches from a management perspective, says Hectus, adding
that the Treo is a relatively inexpensive development platform.
Scott Pratt, a partner at Keesal, Young & Logan, says that for him, the
major benefit of the Treo is the ability for clients to reach him
regardless of where he is or what time it is.
While on a business trip in Prague, Pratt says he was able to communicate
back and forth with a major client in a matter of minutes on his Treo.
”The hotel I was staying at did have great Internet access, but… when
I was out of the hotel, I had constant access via my Treo to make phone
calls and receive and respond to email.” Pratty adds that his client was
impressed he was responding when it was 1 a.m. in Prague.
”I think they were extremely appreciative that they were getting a
response as quickly as if I were at my desk,” says Pratt, who is based
in Long Beach.
”To a man, even the most cost-conscious partners here recognized this is
of significant and noticeable benefit to our clients” and improves the
bottom line, says Hectus. ”You don’t have to do any ROI on this to know
it makes sense.”
Epstein recalls a time his firm was representing a company and had to get
a term sheet negotiated under a severe time constraint and then approved
by their client so the lender could move forward. The problem was he
wasn’t anywhere near a computer. Epstein was on vacation at the time,
but, thanks to the Blackberry, he was able to respond right away.
”Responsiveness is such a huge part of our business. When you’re dealing
with a company’s finances, they don’t want to wait until you get back the
next day,” Epstein says.
He adds that while handhelds don’t have all of the functionality of a
laptop or desktop, the Blackberry is ”the most important purchase I
think I’ve made… relating to business. I don’t miss something really
important that needs to be done right away.”