Mobile tech in practice- a case history


It is easy to get enamored with mobile technology and cool gadgets but it doesn’t mean much unless the tech makes a positive difference in your work.  I had a good example of mobile tech as an enabler last Friday and thought I would share it with you.  I have been carrying a Sony U-70 for a few months that is running the Tablet OS.  The Sony is a full Windows XP computer in a tiny form factor that makes it convenient to carry everywhere I go.  Having the Tablet OS available turns the Sony into a full blown mini Tablet PC with all the benefits that entails.

I provide technical services to oil companies who are processing raw 3-D seismic data into a full image of the subsurface.  This finished image is then used to guide decisions about oil wells, specifically where to drill (or not drill as the case may be).  These oil wells can cost as much as $30 million so the processing of the image data is critical to their success.  I attended a meeting last Friday afternoon with a potential client, a major oil company with whom I have been trying to work for a couple of years.  This meeting was to take place with one of the senior technical managers who wanted to meet with me to discuss the possibility of hiring my consulting services. 

I carried the Sony U in my briefcase into the conference room where the meeting was to take place.  It was quickly apparent that the scope of the meeting would be much larger than my contact had indicated as there were five people representing the potential client.  As the meeting unfolded they indicated their intent was to not just find a consultant to work on one project but one who could handle a number of projects.  The five people at the meeting represented three different business groups with several projects that needed attention and I knew that making a good impression would go a long way to a successful meeting.

When the meeting first started we had a friendly discussion all around about my credentials and experience in the industry.  This was followed with an overview of the client company’s work and what they needed, potentially from me.  I was taking notes on a legal pad as I usually do at meetings with multiple client reps because I have found using laptops or UPCs at these meetings are often distracting.  This period of the meeting was information gathering so the notepad was good enough.

A short period into the meeting the discussion turned to actual projects the clients-to-be had going and we looked at preliminary images of the subsurface.  We discussed various technical problems they are having with the images and what they might do about it.  A lot of the discussion kept returning to questions about my experience with these specific types of problems so I felt it was time to bring out the big tiny gun- the Sony U. 

I told them I had a presentation I use to show prospective clients the types of geophysical problems I had encountered in the past and that I would be happy to show them if they would let me use the projector sitting in the middle of the conference table.  They were agreeable to this so I pulled out the Sony and hooked up the VGA dongle that Sony provided and hooked it up to the projector with a VGA cable I brought along just in case I needed it.  This only took a couple of minutes and while I connected everything I answered their questions about the U.  They were impressed with the small size of the device when I explained to them it is a full computer running Windows XP Tablet Edition.

Once the projector was up and running I toggled the U to display on both the external projector and the internal LCD screen simultaneously so I could run the presentation from the end of the table.  The Sony is on battery power so at this point the only tether is the 6 foot VGA cable running from the U to the projector.  Since the Sony is a Tablet I am able to run the presentation with my pen stylus using just the touch screen of the computer.  This also impressed the clients but then it got really cool.

One of the problems with PowerPoint presentations is the static nature of the slides.  No matter how much you embellish them they just sit there on the screen and it is easy to lose your audience.  Adding flashy animations can relieve some of that but without really adding anything to the presentation.  Giving a presentation on a Tablet PC gives you an unfair advantage and this is what I was counting on.  I started annotating the slides to point out the particulars I felt were important, adding notes as we went and drawing attention to points of interest by circling them with the pen.  This turned a static slideshow into an interactive session and I quickly drew the small audience in.  At one point I encouraged one of the clients to take the U in his hands and draw on the slide to make his own point.  What a tremendous difference this made in the entire experience not only for the clients but for me.  Instead of a dry presenter/ audience session we had a real discussion.  And that was the whole point.  When the discussion was over we had a graphic history of it contained in the PowerPoint presentation and the coup de grace was emailing it to them before leaving the meeting using my Bluetooth cellphone to connect to my Exchange Server.

I should point out that the important piece of this meeting was not the Sony U.  While it’s cool that the computer is so small that really didn’t make the big difference here.  What turned this meeting into a fruitful two-way discussion was the Tablet OS.  This session would have been just as successful with any Tablet PC as it was the ink that did the trick.  It would actually have been easier to do with a full-size Tablet PC as the small screen of the Sony made it a little difficult at times to draw on the slides.

The rest of the meeting went well and while I cannot be sure I will get work from this company I am absolutely convinced I made a very high-tech impression on them.   They won’t forget this meeting anytime soon.  This is what I mean when I say that mobile tech must be enabling- it must fit in naturally with what you need to accomplish without you having to think about it.  It should just work and the Tablet PC did that and more.



Glad your presentation went well. I’ve done them and let audience members come up and add their own ink notes on the slides too. Anything to engage the audience.



You’re awesome.

I used this presentation mode last week at a conference I spoke at and the audience was blown away with the U tablet.

I enabled Pen mode in the Pointer Options and scribbled throughout my speach and as questions arose.

When I felt there was not enough crowd participation, I doddled on the presentation to recapture their attention or make people laugh.

Great tip!

I updated how to do it on our FAQ and also updated how to display on the U and on an external monitor simultaneously.
Search: Sony U Power Point Presentation Strategy


One thing I’ve noticed during the thousands of presentations over the years that most presenters don’t realize is the slide remote is a big barrier. What I mean by that is our very nature causes us to hate to yield control to another (for the most part) and that’s often how the presenter is perceived. Kind of an “I’ve got the remote and you don’t” thing. It’s why some audience members resist getting into the discussion right off the bat and have to be won over. They don’t like the fact that you the presenter are in control and they are not.

The Tablet PC changes that dynamic completely and lets everyone participate. From what I’ve seen people will be much more likely to make comments if they see them appear as a note right on the slide. It carries a sense of empowerment that is very refreshing.

Marc Orchant

Great story James. I’ve encountered similar reactions in meetings drawing mind maps in MindManager projected up on the wall. It’s an amazing and galvanizing experience for a lot of people and draws them into the conversation in a way nothing else I’ve used does. I have a couple of speaking engagements coming up in the next few months where the technique you describe should work perfectly.


Very cool, James. I think this is how tablets will revolutionize meetings like this, but also my field, which is education. I’m in a community college, and I’m working on getting my tablet into my classrooms for the students as well as for me, and having it be interactive rather than presentational or reactive.


Wow, I bet they looked baffled all the time when you annotaded – too bad the U is gone. But still – a nice read. :-)

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