Pen Computer Solutions palmpilot software programming whitepaper

  White Paper on PCS Palm Pilot/Palm OS / Pocket PC Software Development & Programming Services

                               

  Overview of PCS Services                                                       

 PCS designs, programs and integrates custom software applications for any device that runs under the Palm OS (Palm operating system) and Pocket PC OS for mobile data collection.  This would include all  Palm Computing devices such as the Palm III, Palm IIIx, Palm IIIe, Palm V, Palm Vx, m100, m105, m130, m500, m505, m515,i707 wireless and Palm VI and all Pocket PC pda devices.  This would also include the IBM WorkPad group of similar Palm Computing devices, Symbol SPT 1500, 1700, 1733, 1734 and 1740, Kyocera pDQ Smartphones, TRGpro, Tungsten T, Zire,  HandEra 330, Sony CLIE' PDA, Samsung I300 pda phone, and all Handspring Visor handheld devices.  Generally speaking, any application designed and written for one device will run on all Palm OS devices.  The exception being applications that require barcode scanning will need the Symbol SPT line of Palm OS handhelds. Pocket PC devices would include the Casio pda, HP Jornada and Compaq iPAQ.  PCS does not sell  hardware of any type and will refer clients to companies that do.  If asked, PCS will help guide the client to the best handheld platform, whether the Palm or Pocket PC, that best suits the proposed project.

Most mobile data collection projects are broken down into two distinct but necessary components: the handheld and the desktop or server. 

The Handheld 

The screens on the handheld are, more often then not, mirrors of what already exists on paper forms or on the desktop.  For example, if a user is filling out a paper form that includes name, address and phone number they would want the handheld to provide the exact same function.  If a user is having to pick from a list of possible choices on a paper form then, again, that user would want a similar function on the handheld.  PCS will design the screens of the Palm OS/Pocket PC device to reflect the exact requirements of the client / end user.  This means that the original form or forms are analyzed so that each section of the form can be filled out on the Palm OS/Pocket PC device with the greatest speed and efficiency.  Palm and Pocket PC pda screens can be somewhat different but functionalities are very similar.

  • When a user starts the application, if requested, a “splash” screen or introductory screen will pop up.  This is usually a screen with a corporate logo or an information screen describing what the application is about or does.   Of course, a splash screen is not required to run any application and is designed only at the request of the client.
  • The paper form is reviewed to determine what order the fields are generally filled in and then try to mirror that approximate order on the handheld.  This is where the similarities between data on paper forms and the same data on the handheld ends.  Fields on the handheld can contain validations that allow or disallow data entry or can provide the user with data ranges or error messages.  Fields that are filled in on the handheld can also be programmed to jump to whole new screens for “drilling” down for more detailed information.  For example, an inspection program for a building might include a field that checked off what type of office is being inspected.  Then that would jump to the type of room in that office.  That might jump to the part of the room, which would then jump to what was right or wrong about that part of the room, and on and on etc.  Depending on what the user fills in or checks off could now determine if the data is ok or needs to be flagged for further inspection.
  • The paper form is analyzed to determine where are the most appropriate places to use check boxes, fill in fields, radio buttons (check boxes that allow only one choice), drop down pick lists, drop down menus, lookup lists, notes, graphics etc.  The central idea here is to make the entry of data as fast and easy as possible.  Generally, the less manual writing the end user does the better, in terms of speed, accuracy and ease of use.
  • On larger, more complex forms / applications it is sometimes best to design an index screen that allows users to easily jump back and forth to any part of the application.
  • Sometimes it is more efficient to design a screen or screens that shows or holds the data, or parts of the data, that is captured in the main part of the form.  Very often these screens show captured data in logical and easy to study columns.  These screens make it unnecessary for the user to go back and review the whole form for what was entered.
  • Special graphics can be programmed that have “hot” spots.  For example, if a graphic depiction of a part of the human anatomy, say the arm, was displayed, the user could touch a part of the arm and get a blown up screen with more detail.  Other times a user may request the ability to make graphic drawings or make marks over a fixed graphic screen.
  • PCS can design and program applications that require barcodes, time stamps, special data searches, modem communications – including the wireless Palm VII or Pocket PC -  and printing.
  • Every program is “optimized” for speed of data entry and data transfer (HotSync).
  • Some applications require more memory on the Palm, or memory expansion.

PCS, it is important to note, designs all handheld applications to the exact specifications of the client.  Because all applications PCS designs and programs are “custom”, very little, if any, compromise is necessary in the final product. 

The Desktop / Database / Server 

Most applications PCS designs and programs are, for the most part, not stand-alone.  This means that the applications are designed from the outset to collect information and transfer that information, both ways, to a desktop or server database and back to the handheld seamlessly.  The means of data transfer, by way of HotSync, can be through the standard wired cradle, wired modem or wireless. Once data is safely uploaded to the client’s database information can be processed and printed in the usual manner.  PCS provides the following services for the desktop/database/server: 

  • PCS develops the conduit / HotSync / Active X controls to allow for the seamless transfer of data back and forth from the handheld to the desktop/ database/server.  This means that when the Palm OS/Pocket PC device is dropped into it’s cradle and the HotSync button is pushed all data that is slated to be transferred to the desktop database does so and all data from the desktop database slated to be transferred back to the handheld also does so. PCS works with software packages that deal with multiple handheld users, such as Satellite Forms Server or Palm's Hotsync Server.
  • PCS designs  tables on the handheld to interact with tables in the desktop database.  For example, a large table of item numbers or prices that are stored in tables on the desktop database can be modified and HotSynced to the handheld and these same tables can have data modified on the handheld and transferred back to the desktop database.  Data in the desktop database will change to reflect the new data coming from the handheld.
  • Very often a client will have a special software database developed especially for their particular  industry. PCS can integrate data from the handheld directly into these software packages.  This then leverages the power of a powerful industry specific database with a powerful custom industry / client specific handheld software.
  • PCS can design special PC desktop interface screens that are connected to the backend database.  This allows users to view data, in a user-friendly manner, that has come off the handheld before it is transferred to the database / server. Some examples of these screens may be viewed on the PCS website under EMS.
  • PCS can develop web-based databases for storage of data coming off the handheld. A web based database can allows users anywhere in the world to transfer or access data from a central site.

A “turnkey” solution to mobile data collection is a seamless interaction of the handheld with the desktop/database/server.  PCS can provide the complete package. 

Getting the Development Process Started 

If you or your company/organization have reached the point where you are considering using a Palm OS  or Pocket PC device for field data collection then PCS would like to hear from you.  The following are some of the areas of interest PCS would like to discuss with you: 

  • What do you wish to do?  What are your goals for this project? How do you envision this project / application developing? We will discuss these with you and give you our opinions.
  • What type handheld do you wish to use, the Palm OS or the Pocket PC or both.  Generally, the cost for developing an application is the same for either platform.  There can also be savings for developing for both platforms.
  • How many users do you envision using the application / handhelds?  PCS charges no runtime or royalty fees.  Every application development is a one-time cost.  Custom software development costs are more cost effective when distributed among multiple users.
  • What is your database system?  Is your database system an industry standard like, say, Oracle, IBM DB2, Sybase, MS Access, MS FoxPro etc.  Has your database been developed specifically for your industry, i.e., not one of the above? Do you wish us to write a backend database for this application?  Will the Palm OS or Pocket PC application be synced to a stand alone PC or a server?  What type of server?
  • How do you wish to transfer (HotSync) data – by standard wired cradle, landline modem or wireless?  Do you wish to use the Palm Treo 650, VII or Palm V or Pocket PC with OminiSky?  Wireless software applications / development.
  • Will you be needing extra development for, say, printing from the handheld or bar-coding?
  • What is your timeframe for completing this project and/or going through testing?
  • Do you wish to use the developed software internally or to resell it?
  • What are the most appropriate and efficient development tools to use on your particular project.
  • Do you have any paper or electronic form (s) that we could look at to get a better feel for the work flow and data collection process?
  • Do you wish to have signature (s) capture as part of the application?
  • Do you wish to have an opening "splash" screen or corporate logo etc. ? see example below... (courtesy On-Time-Rx)

  • Do you have any screen layouts or screen designs prepared,  i.e., any graphic examples of what you would like the screens on the PalmPilot or Pocket PC to look like.  see example above (courtesy On-Time-Rx)

PCS will discuss  these issues, and any others that you feel are necessary, to help you get a firm understanding of what this development process is all about.  In most cases, we will request that the client send us a “bullet” list or “statement of work” of just how they would like the application to work, including the points listed above.  PCS will be happy to sign any NDA (non disclosure agreement) or send you one of our own if you do not have one.  We will be happy to set up a conference call between our developers and your group to discuss the specifics of your proposed project and to cover in more detail that which has been answered, and any points that have yet to be addressed.  With mutual agreement PCS will provide, within a few days, a verbal price and time quotation.  If acceptable PCS will provide a written statement of work including a price and time quotation.

In most case, PCS requires a 45% deposit to begin work (check, Visa, Master Card, Discover, AX), 45% upon beta delivery and the balance upon final software delivery and acceptance.  After final payment has been received all source code is turned over to the client.  PCS guarantees code it has developed, excepting any modifications by the client, for six (6) months

Most effective software projects require a certain degree of interaction between the client and the development staff.  A developer or developers are assigned to each client and will send out regular software updates for review and testing.  The client will be able to review the progress of the software development, thereby helping to enhance the finished product.

Click Here for PCS Project History and References (pdf document)

Also See...

PDA ProgrammingSatellite Forms Server and Why Palm?

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*PCS does not sell Palm OS or Pocket PC devices or peripherals

Please Contact Us at:  (702) 838-0093  or   info@pcspalm.com


   
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