AIS-Mobile: PDA-based field service information system for Paulaner

Company portrait

Paulaner Brauerei GmbH & Co KG, based in Munich, was founded in 1634. With an annual output of over 2 million hl, Paulaner is Bavaria’s largest beer brand. Based on the Bavarian Purity Law of 1516, Paulaner offers a wide range of specialty beers, up to 15 different types depending on the season. Paulaner wheat beer is the number 2 on the national and international wheat beer market. Paulaner is the leading exporter of Bavarian beer specialties in the most important foreign markets of Italy, the USA, France and Spain. In addition to Paulaner, the successful Paulaner Brewery Group includes the brands Hacker-Pschorr (Munich), Auerbräu (Rosenheim) and Thurn & Taxis (Regensburg).

The project idea

In addition to the purity of the beer, efficient and comprehensive management of customer data plays a central role for the Paulaner brewery. The web application AISIntranet for the beverage trade was introduced to make this data available to the sales force as conveniently and as up-to-date as possible. The AIS-Mobile project was launched together with PTA GmbH and b.i.t.s. GmbH, an IT subsidiary of the Schörghuber Corporate Group, to ensure that important visit, customer and article data is also available to field staff on site at the customer’s premises. The idea was to enable the sales representative to use a mobile solution based on PDA devices (PDA = Personal Digital Assistant) to access the customer master data as well as to record the results of visits, e.g. shelf maintenance, planning of future customer visits, recording of orders, on site. The mobile offline system is linked to the existing IT environment via a synchronization mechanism.

Other project objectives included

The task

PTA was already able to support the selection of the main components of the AIS-Mobile mobile computing system during the initialization phase and helped design the required system architecture. To this end, the existing technical requirements were implemented in various prototypes in close cooperation with the employees of the Paulaner brewery and b.i.t.s.. Separate prototypes were developed for each of the available mobile computing operating modes and platforms.
After defining the system architecture and integrating it into the existing IT infrastructure, PTA began with the implementation. The mask designs of the specialist department were used as a template and the mask workflow for the PDA application was optimized in permanent, close cooperation.
PTA also provided advice and support during the implementation of the database synchronization with the Oracle RDBMS 9i as the backend database management system carried out by b.i.t.s..

Project ID: 1382

Mobile Business Field Service

Project ID: 2293

Mobile Business Field Service Gastronomy

The solution

Today, the AIS-Mobile application is operated at the Paulaner brewery on approx. 70 PDA devices of the “Dell Axim” type with the Microsoft Windows Mobile 2003 operating system. The PDAs are integrated as mobile offline clients in the Paulaner field service information system AIS-Intranet. During initial synchronization, the AIS-Mobile application and the Oracle 9i Lite small footprint database management system required for data storage are automatically installed on the PDAs. Individual data distribution settings are stored on the synchronization server for each user. In addition, user-specific data is completely transferred to the AIS Mobile database during the initial synchronization based on these settings. Subsequent data synchronizations are performed incrementally. The AIS-Mobile PDA application was developed using the Microsoft Visual Studio .NET 2003 development environment. C# was used as the programming language and the .NET Compact Framework 2.0 as the programming platform.

The architecture

At the end of his customer visit, the sales representative physically connects his PDA to the computer at his home office. The application data is sent to the Oracle Mobile Server via the communication software based on the HTTP transfer protocol (in-queue). The Oracle Mobile Server, which runs as an independent process in the Oracle 9i Application Server, collects all data from the AIS intranet database that relates to the currently connected user. This out-queue is then sent back to the PC and the PDA connected to it. Asynchronous processing on the Mobile Server reduces the transmission time to a minimum. In addition, due to the limited resources of the PDAs, the amount of data can be restricted.
The result of the synchronization process is a consistent database between the user’s complete AIS mobile database and the subset of the AIS intranet database in the data center that relates to the user.

Customer testimonial

“The introduction of the mobile solution AIS-Mobile went smoothly. The system is successfully used to collect visitor, market and sales data. The realized advantages of AIS-Mobile are hhigher employee and customer satisfaction, hgreater market transparency, increased sales efficiency and positive effects on sales and customer loyalty.”

Dr. Stephan Günther, Head of Internal Sales

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