Table of Contents



Monthly Checklist

  1. Log in and Review Pulse
    1. Customize recommendations
    2. Select Trending Charts
    3. Check Pulse configuration, modify email body text, upload attachments
  2. Send Pulse emails
  3. Run reports in the Alerts section to download spend-based reports (no user data)
    1. Zero Usage
    2. Overage
    3. Identify Trends in Bill Summary
    4. Check voice and data pooling
    5. Run custom views
    6. Check for Plan/Feature outliers
  4. Check Inventory dashboard
    1. Delete Device, SIM, and Device+SIM inventory entities
    2. Update Unassigned device types in the Device Catalog


Pulse

What is Pulse?

MobilityCentral automatically generates recommendations based on data loaded each billing period. The system checks everything from zero total usage lines to pool utilization. Once the analysis is complete, the system ranks the recommendations prioritizing those which could impact the customer's mobility program most. MobilityCentral creates trending charts for specific types of costs and ranks these based on the expected level of interest by the customer.

The Pulse email combines recommendations and trending charts providing a snapshot of the mobility program for the billing period and a task list of items to correct before next billing period - all with the intent of saving the customer money.

What's in this for me?

Using the Pulse email presents a unique communication opportunity between a managed service provider (MSP) and their customer. The MSP, by customizing the Pulse email content, highlights cost savings and future opportunities to the customer. In some cases, the MSP only manages part of the mobility program; Pulse allows the MSP to guide the customer toward additional cost savings as an added service.

You don't need to do any work! MobilityCentral does all the heavy-lifting for you by generating recommendations and trending. Select and customize relevant recommendations; select the trends you want your customer to see; and send off the email to provide an instantaneous snapshot of the mobility program.

When would I consider changing Pulse configuration settings?

A few use cases exist were this may be to your advantage:

Frequently Asked Questions

Q: Can I customize the Pulse email?
A: Yes. An administrator can alos customize or create new recommendations, select the trending charts to be displayed in the Pulse email, determine the distribution list, add custom email body text, and add attachments.

Q: Does Pulse go out automatically?
A: MobilityCentral expects the administrator to review the recommendations for relevance before the Pulse email is distributed, therefore the Pulse email is not sent out automatically

Q: Who receives Pulse Emails?
A: Pulse email recipients are defined in the Pulse configuration tab

Q: Can I send a test email?
A: The Pulse configuration section allows you to send test emails to any mail recipient you like

Configuring the Pulse Email

Quick Steps

Recommendations

  1. Click Home
  2. Click the Recommendations tab
  3. Un/check any recommendations to display on the home page (selections auto-saved)
  4. Rest your mouse on hyperlinked "System” to customize a recommendation or click the button to add a new custom recommendation
  5. Change the drop-down box view to Manage Categories to turn on/off specific groups of recommendations

Select Trends

  1. Click Home
  2. Click the Trends tab
  3. Un/check any trends to display on the home page and/or Pulse email (selections auto-saved)
  4. Change the drop-down box selection to Pulse Email Trends to find trending charts selected for inclusion in the Pulse email

Configure Pulse

  1. Click Home
  2. Click the Pulse tab
  3. Check the "From” name and email address - this is to where replies to the Pulse email will be directed
  4. Check the Pulse distribution list
    1. Add new users
    2. Select any existing user
    3. Select existing application administrators
    4. Manually enter an email address
  5. Enter custom email body text
  6. Add attachments
  7. Approve Pulse recommendations
  8. Send a test or the final Pulse email
Back to checklist | Back to top

Configuring Pulse Step-by-Step






Back to checklist | Back to top


Spend Management



Reporting Basics

What are reports in MobilityCentral?

Reports in MobilityCentral are referred to as "views" and are stored in the upper-left corner of each list view throughout the application (e.g. Bill Details, Users, Devices, Plans/Features). These views are made up of columns and rows containing specific sets of data based on filter criteria set up within each view.

Each view starts with locked columns, those which are included in the view no matter what other columns are selected. Locked columns vary based on the selected list view. For example, in the Users section, the locked columns are User Name and Email Address; on the other hand, in the Devices section the locked columns are Entity State and Mobile Number.

Any view can be exported to Excel. In many cases, the data from a view can be emailed without ever leaving MobilityCentral using the Email Report button. In the Users, Devices, and Reconciliation sections the data can also be exported to an import template allowing you to quickly make changes to data in bulk.

Standard and Custom Views

Views come in two categories: standard and custom.

Standard views are default views created with every implementation of MobilityCentral. Changing the display options of default views effect all customers and are only done via MobilityCentral software updates.

Custom views are created by an individual customer administrator and can be changed at any time. Custom views are often used to modify the contents of a standard view or generate a report specific to an organizational need.

Helpful Hints

What's in this for me?

This is the primary feature of MobilityCentral. Generating and customizing reports is the primary method by which you'll manage a mobility program using MobilityCentral. Here are some use case examples for using standard and custom views, some of which will be explained in more detail in upcoming sections:

Quick Steps

Filtering a standard view by device type:

What could possibly be more annoying than using 411 in the digital era? Using 411 on a smartphone when so many other options exist for finding information.

  1. In the Bill Details section of MobilityCentral, choose the view for 411 Usage
  2. Notice the additional filters available for this view? You can filter by carrier, device type, billing period, and so on
  3. Updating the All Device Types filter to Smartphones returns only results whereby 411 was used on a Smartphone
  4. Just click Go to see the results. Maybe you should email these people and tell them to use Google!

Creating a custom view from scratch:

You've been there before, the boss needs a report as soon as possible with just the basic information. Mobile Number, Total Charges for the year, cost center, carrier, and billing account number. Use a cutom view to get this report run quickly:

  1. Click Bill Details
  2. Click Create View. (It's to the right of the orange buttons)
  3. This form is where you create a brand new view -- don't get intimidated
    • Title - give it a title
    • Description: use this field to add notes about this view; maybe the purpose of the view, or notes for other administrators. Not required
    • Read the bold text to the right of the words Select columns to display. This note tells you which columns in the view are locked so you don't spend time searching for them. In this view they're User Name and Mobile Number
    • Let's add the columns to our report - scroll through the list and find the Total Current Charges field, click to highlight it, and click the Add button between the Available and Selected Columns boxes. Repeat this for Cost Center, Carrier, and Billing Account Number
    • We also need to add Billing Period because we need to have all total current charges for the year
    • Now we need to filter, or limit, the data we return in the view. What we'll want to do is create a filter which returns all records for the year, essentially all billing records from January through the current date. Using the "After" operator will do that - we want all billing records entered into MobilityCentral after December of the previous year
    • In the middle drop-down select After
    • In the last drop-down select Dec-14
    • At the bottom of the page, choose on which column you'd like to sort your data. For this example I'd recommend Mobile Number
    • Click Save
  4. The view, with the title you selected is displayed in Bill Details and is stored at the bottom of the view drop-down box at the top!



Using the Save As option

This is a hybrid of the standard and custom view. It's great in cases where a lot of the data in a standard (or other custom) view is good, but fewer/more columns/filters are needed to get you the results you desire.

  1. Click Bill Details
  2. Choose the view Total Current Charges Summary and click the Go button
  3. Click the Save As option (it's to the right of the orange buttons)
  4. Let's just add the Upgrade Eligibility Date to this view
  5. First, we need to change the title to something unique such as "Total Current Charges Summary w/Upgrade Date"
  6. Find the field for Upgrade Eligibility Date (it's close to the bottom of the available columns list), highlight it, and click the Add button
  7. Click the Save button

 

Setting up Alerts

Alerts are the way MobilityCentral keeps you updated on the results of a particular spend-related view. They're simple to use and make life easy when performing your monthly tasks in MobilityCentral.

  1. Click any view with spend details, such as Bill Details
  2. Locate the Add Alert link next to the Create View link above the blue column headers
  3. Click the Add Alert or Delete Alert links as appropriate for any standard or custom views
  4. Click the Alerts option on the left-navigation bar
  5. Note all standard/custom views set as alerts are located here
    1. You can click the hyperlinks to drill down to the specific views
    2. Set up an email template to use for the view
    3. Send email using a stored template


Zero Usage

What is Zero Usage?

Zero usage is the condition of a line of service which indicates unused plans and/or features. MobilityCentral displays lines of service in several zero usage situations (below) and tallys the number of consecutive months a line of service met a zero usage condition.

Various types of zero usage metrics and reports are available in MobilityCentral. Metrics displayed on the dashboards, and the default list views, consider only the most current billing period.

Type Location No Usage Categories
Zero Total usage • Spend Dashboard
   • Zero Total Usage Lines

• Bill Details view
   • Zero Total Usage
• Voice
• Data
• Push to Talk (PTT)
• Messaging (SMS/MMS)
Zero Voice Usage • Spend Dashboard
  • Zero Voice Usage Lines

• Bill Details view
  • Zero Voice Usage
• Voice (where a voice allowance exists)
Zero Data Usage • Spend Dashboard
  • Zero Data Usage Lines

• Bill Details view
  • Zero Data Usage
• Data (where a data allowance exists - plan or feature)
Messaging Allowance with Zero Usage • Spend Dashboard
  • Zero Msg Usage Lines

• Bill Details view
  • Messaging Allowance with Zero Usage
• Monthly recurring charge (MRC) is greater than $0 and the total messages used is zero
Zero Int'l Voice Usage Lines • Spend Dashboard
  • Zero Int'l Voice Usage Lines

• Bill Details view
  • Zero Int'l Voice Usage
• Has a feature which allows discounted international voice rates but went unused
Zero Int'l Data Usage Lines • Spend Dashboard
  • Zero Int'l Data Usage Lines

• Bill Details view
  • Zero Int'l Data Usage
• Has a feature which allows discounted international data rates but went unused

What's in this for me?

The benefits of identifying zero usage conditions relate to the amount of money spent, each month, on keeping the plan/features active for a line of service as they go unused each month. The zero usage conditions are one of the fastest, and easiest, methods of saving money quickly in a mobility program.

To take advantage of these savings, consider the following:

  1. Suspend Zero Total Usage Lines with three or more months of consecutive non-usage
    1. Export the list view Zero Total Usage Lines, filter on the # of Months Zero Total Usage, suspend all numbers where this value is 3 or greater
    2. Use the Save As feature to create a copy of the Zero Total Usage Lines view. Adjust the filter # of Months Zero Total Usage to Greater Than 2
    3. Pro tip: Use the Email Report feature to send the list to your customer prior to making changes
  2. Remove messaging features from lines of service
    1. Export the list view Messaging Allowance with Zero Usage. Remove, or downgrade, the messaging feature to reduce the MRC via the carrier portal. In some cases this will require changing the Talk and Text plan to just a Talk plan.
    2. Use the Send Report feature to send a filtered list to each carrier representative requesting the feature be removed or downgraded
  3. Remove unused International Roaming Voice, Long Distance, and Data features from lines of service unless the user is travelling internationally at the time. Many of these features are very expensive although, on T-Mobile, some are $0
    1. Check out other options for saving money on international voice and data roaming costs through services such as Wandera
  4. Remove unused data features from lines of service. In some cases this will require changing a plan from a Talk, Text, and Data plan to a less expensive Talk and Text plan.

FAQ

Q: How do I exclude lines from showing up as Zero Total Usage Lines?
A: By default, lines of service marked as emergency, loaner, disconnected, suspended, or new are automatically removed from all zero usage metrics. If you want to exclude a line from the zero usage reports, change the service state to suspended, disconnected, loaner, or emergency.
Q: How do I run the zero usage views for more than one month?
A: You don't have to! The zero usage views automatically calculate the number of consecutive months of zero usage for you. If you must, though, just change the billing period drop-down box at the top of the page.



Overage and unexpected costs

What are overages and unexpected costs?

Most things on a carrier invoice fall into the Monthly Recurring Charges (MRC) category. This means the line of service subscribed to the plan and/or feature and the cost billed to the service is expected and recurring each month. Some charges which show up on the bill, however, are non-recurring charges (NRC) or are unexpected. Charges accrued when a user dials 411, for example, are unexpected NRC. A charge resulting from downloading the NFL Mobile app and billing the monthly subscription service to the carrier is an unexpected MRC. In each situation, these costs can often be mitigated by adding/removing features to avoid these costs in the future.

Overage Types

Overages are NRCs resulting from exceeding allowances (e.g. sending 1,100 text messages when the feature allows 1,000 and being charged $4.00). Here are some examples of overage types which are located on the Plans/Features Spend dashboard.

Overage Type Cause Example Fix
Additional Voice Charges Exceeding the Domestic Anytime Minutes Allowed bucket for a carrier Typically domestic anytime minutes are registered between 7am - 7/9pm Monday - Friday, or some variation thereof Move users into a pooled, or unlimited individual, voice plan
Long Distance Making calls to a location outside of a home calling area. A call made from the caller's home in Wisconsin USA to a number in Florida USA when the caller does not have a nationwide calling plan/feature.

International Long Distance: A call made from the caller's home in Wisconsin USA to a number in London England.
Ensure subscribers plan includes domestic nationwide calling or an international long-distance feature.
Roaming Voice Making calls while outside of a home calling area Domestic Roaming: Placing a call to the caller's home in Wisconsin USA while visting Florida USA and the caller does not have a nationwide calling plan/feature. • Ensure primary plans include domestic nationwide roaming

• Add features for discounted international roaming

• Subscribe to services such as SkyRoam to dramatically reduce international roaming costs
International roaming is making a call to the caller's home in Wisconsin USA while visiting London England
International Roaming and Long Distance Placing a call while outside the caller's home calling area, to a destination outside the caller's home calling area Making a call to Berlin Germany while travelling in London England See fixes for Long Distance and Roaming overages
411 Dialing directory assistance billed to the mobile number. 411, (NPA) 555-1212 • Some carriers provide directory assistance blocking features

• Encourage subscribers to use internet search or free 411 services
Addt'l Data Exceeding the allowance of domestic data Using 3GB on a feature with 2GB allowance Increase domestic data allowances
Addt'l Int'l Msg Exceeding the allowance of international text/picture messaging • Sending any text message internationally without an international feature

• Sending 150 international text messages with a 100 international text feature
• Add international text messaging features

• Encourage subscribers to stop sending international text messages
Addt'l Domestic Msg Exceeding the allowance of text/picture messages • Sending 1,500 text messages with a 250 text message feature

• Sending any text message without a text messaging feature

• Sending picture messages on text only plans/features
Add/update text messaging features where Addt'l Domestic Msg Charges exceed $5
Roaming/Int'l Roaming Data •&nbnbsp;Exceeding plan/feature allowances for international data roaming

• Using domestic data without a nationwide domestic roaming feature
• Using an aircard while roaming in Germany without an international data feature

• Exceeding 100MB of international roaming usage
• Add/update plans/features to allow discounted international data roaming

• Encourage users to use a solution such as SkyRoam to mitigate international roaming data costs.

Unexpected Monthly Recurring Charges

Monthly recurring charges (MRCs) can be considered unexpected charges when a company may not realize it's paying for the feature each month.

Examples include things like downloads charged to the carrier invoice, ringback tones, insurance, roadside assistance, navigation software, and caller ID features. Totals for these features are found in the Plans/Features Spend section of MobilityCentral, while itemized feature listings are located in the Plans/Features Summary section.

Use these sections of MobilityCentral to identify unexpected charges and have them removed from subscribers where appropriate.

  

 

What's in this for me?

Quickly identifying areas of mobility spend waste saves you time, and the customer money.

To mitigate overage spend simply change the plans and features on a line of service to provide additional allowances for voice, data, text, and international usage.

To save money on unexpected MRCs request blocks be put in place to stop downloads billed to the customer account; remove insurance, roadside assistance, and navigation features to minimize add-on costs each month

In almost every case, you can just email the reports from MobilityCentral to the appropriate customer contact, or carrier representative, to have them take action on the records in the report, saving you time and effort.

Quick Steps

Finding and Correcting Overage

  1. Click Plans/Features Spend on the left-navigation bar
  2. Note the various overage categories at the top of the page
  3. Drill down into each of the categories and analyze results
  4. Addt'l Domestic Messaging Charges are the first, and easiest overage to fix
    1. Click into the Addt'l Domestic Msg link on Plans/Features Spend
    2. Note the view - "Messaging Usage" - just sorts the Addt'l Domestic Msg Charges column from highest to lowest. It does not tell you why these charges exist
    3. Change the view at the top to "Messaging Allowance with Overage" and then click the Go button.
      • These lines have a messaging feature but exceeded the maximum allowed messaging for the feature
      • Sort the column "Addt'l Domestic Msg Charges" from highest to lowest
      • Check the column Addt'l Domestic Messages Used to see how by how many messages the subscriber exceeded the allowance
      • Messaging can be included as part of a plan, or as a separate feature. Messaging features cost as much as $20 each; often they are available in $5 increments.
      • Click the Save As link, modify the view to look for messaging overage where Addt'l Domestic Msg Charges Greater Than 5. If the overage isn't at least $5, paying for additional messaging allowances may not be justified
      • This is a list of lines which could used an upgrade to the messaging feature to avoid overages in the future.
      • Note the average and highest used columns when making decisions about changing plans and features to accommodate for additional usage. Is this a trend, or a fluke?
      • Note some carrier messaging plans/features allow SMS (text only) usage but not MMS (multimedia usage). This could result in a subscriber showing Unlimited for the allowance, but still have Addt'l Domestic Msg Charges
    4. Change the view at the top to "Messaging No Allowance with Usage" and then click the Go button
      • These items lack a messaging feature and the subscriber used messaging anyway
      • As with the former messaging analysis, save a copy of this view and filter for values where Addt'l Domestic Msg Charges are greater than $5
      • Add messaging features where appropriate or update the primary plan for the mobile number to a Talk and Text plan - whichever is less expensive.
  5. Click on the Plans and Features Spend option, then the Addt'l Voice Charges
    1. Open the device profile for each number by clicking on the Mobile Number hyperlink
    2. Click the Plans/Features tab
    3. Note the "Plan Type" and "Calling Area"
      • If the plan type is individual and calling area is domestic, consider adding this user to the voice pool or upgrading the voice plan allowance.
      • If the plan type is individual and calling area is international, consider upgrading the voice plan allowance if the increase in plan charges are offset by the savings on overage
      • If the plan type is pooled click the Bill Summary tab in the device profile. Is there a proration flag above the mobile number? (PC, BC, CC, N) If so, the line probably incurred this overage as a result of a plan change; set up a service level note to check this mobile number in the next billing period.
    4. Note the average and highest used columns when making decisions about changing plans and features to accommodate for additional usage. Is this a trend, or a fluke?
  6. Check the other metrics on the Plans/Features Spend dashboard keeping in mind:
    • Is there an existing plan/feature meant to offset the cost of overage? (Click the mobile number, click the Plans and Features Tab)
    • Is this overage situation unique, or part of a trend for this subscriber? (Check the Average and Highest usage columns in the views)
    • Will this plan/feature need to be changed at some point in the future? (e.g. adding international roaming features while travelling, and removing when travel ceases) - Set up service level notes to remind you to make these changes.
    • Is the overage situation still occurring or have we already missed boat? Check the carrier portal to see what plans/features are already on the mobile number to see if a change is still needed to prevent overage
    • Will I save time by emailing the report directly to the customer or carrier representative? Perhaps the carrier can make changes in bulk; perhaps the customer needs to approve changes. Use the Email Report feature to simplify this process


Identifying Trends in Bill Summary

What is the Bill Summary?

Simply put, Bill Summary is a section of MobilityCentral which provides summary-level and trending details across all facets of the mobility program. Examples of the contents of Bill Summary are:

  • Trending charts for all, or part of the mobility program
  • Average costs for MRCs and NRCs
  • Invoice-style cost breakout
  • Voice and Data Pooling Summaries
  • Carrier-level trends (e.g. line counts, number of suspended lines)

 

What's in this for me?

Graphical representations of cost trends are a powerful way to demonstrate the impact of changes, or lack thereof, within a wireless environment. Consider, for example, exporting charts and tables of data displaying the impact your efforts in optimizing voice pools. Bill Summary makes that possible with very little work.

Quick Steps

  1. Exporting summaries in invoice-style format
    1. Click Bill Summary on the left-navigation bar
    2. Open the view drop-down box at the top of the page and select Bill Summary
    3. Select a specific carrier or billing period from the drop-down boxes at the tope of the screen
    4. Click the Go button
    5. Click the Export to Excel button
  2. Analyzing spend trends graphically
    1. Click Bill Summary on the left-navigation bar
    2. The system defaults to a graphical trend view of all bill summary information, for all carriers, with supporting data in a table at the bottom of the screen
    3. Select the sub-filters at the top of the graph to change trended information
    4. Click on categories/series at the bottom of the chart to toggle their display in the chart
  3. Analyzing spend trends numerically
    1. The system defaults to a graphical trend view of all bill summary information, for all carriers, with supporting data in a table at the bottom of the screen
    2. Select the sub-filters at the top of the graph to change trended information
    3. Expand each chart heading by clicking on it to view the average, and monthly, totals for each primary and secondary spend category

Frequently Asked Questions

Q: What are the differences between the Bill Summary and Bill Summary - Adjusted views?
A: There is really only one difference between these two types of views - and they pertain to both the invoice-style and trending Bill Summaries. Adjusted views consider the impact of charges not applied directly to a mobile number; these are called Account Level Charges. Adjusted Bill Summary views distribute the account level charges so as to account for all costs at the mobile number level. A video on this concept is available here:



Pooling

What is Pooling?

Pooling refers to the carrier provided ability of lines of service to share minutes. Think of it like a giant family plan.

Ben Fox at TechCaliber.com describes wireless usage pooling as, "...the concept of a company's users sharing (or "pooling”) their usage allowances, so that users who exceed their individual allowance are allocated another user's unused allowance." (Wireless Pooling)

Consider two lines of service, each with a 450 voice minute plan. Line 1 uses 451 minutes, while Line 2 uses 449 minutes. The carrier doesn't apply voice overage charges to Line 1 because an extra minute was available in the pool thanks to Line 2.

Wireless usage pools provide a company additional flexibility in preventing overage for voice and data usage over standard individual rate plans. There are, however, times where individual rate plans are preferred to pooled plans.

In this use case, we'll assume a 450 voice minute pooled plan costs $50. Line 1 uses 2,250 minutes in the billing period which amounts to five-450 minute plans. At $50 each, that's $250 each month and relies on 4 other lines in the pool to have zero usage.

What's wrong with this? A couple of things. First, we always want to avoid lines of service with Zero Usage, as discussed in the previous section - why pay for something which isn't being used? Second, carriers often offer individual unlimited voice plans for less than $250/month. If I cancel the four zero usage voice plans and move Line 1 to an individual unlimited plan, I may save money each month.

What's in this for me?

Ease of reporting and auto-analysis are the two major benefits of the MobilityCentral pooling sections. The Pooling Spend dashboard provides a quick summary of the health of the customer's voice and data pools. The Bill Summary> Voice Pool Summary and Bill Summary> Data Pool Summary provide the same level of detail, pool-by-pool. The Bill Details Voice and Data Pool Usage views give you line by line data to help you make decisions on how to manage a voice pool.

Quick Steps

  1. Check health of all pools
    1. Click Pooling Spend on the left-navigation bar
    2. Note the Voice and Data pool Monthly Activity Snapshot portlets
    3. % Used is colored red when total pool utilization is under 85% or over 100%
    4. Effective Rate per Unit (voice/data) is a calculated value dividing the pool base charges by the number of units (voice/data) used
    5. Rate at 100% Utilization is a calculated value dividing the pool base charges by the number of available units (voice/data)
    6. Compare the Rate at 100% Utilization to the Effective Rate per Unit to determine the magnitude by which you are over/under paying for units
  2. Check health of one pool
    1. Click Pooling Spend on the left-navigation bar
    2. Click one of the hyperlinked numbers under # of Pools column in the Monthly Activity Snapshot for Voice or Data pools
    3. Similar to the snapshots on the Pooling Spend dashboard, the line items in this view summarize usage details for each pool individually. Click on hyperlinks to view usage details for each line of service
  3. Find users better suited to an individual plan/feature
    1. Click Bill Details
    2. Select Voice Pool Usage or Data Pool Usage from the View drop-down box at the top of the page, and click the Go button
    3. Sort the data using the Avg Pooled Min/Data Used column, from highest to lowest
    4. Evaluate the top users in this view for individual unlimited plans/features
    5. Export the data to Excel for in-depth analysis


Inventory Management



Plans and Features

What are plans and features?

Plans and features are the components which make up the capabilities on a line of service. A plan is the primary driver of voice/data access for the device activated on a carrier network and is required for all lines of service. A feature is an additional optional component on the line of service, such as text messaging, insurance, or a data bucket attached to a voice line. Features can be turned on and off at will, while a plan can only be changed from one to another. Cancelling a plan requires cancelling the subscriber's line of service.

What's in this for me?

Plans and features are stored in MobilityCentral as inventory. What makes this really useful to you is the ability to filter plans and features quickly, across carriers, without much work at all. The Plans/Features Summary dashboard uses filters to let you narrow down the type, category, calling area, and carrier you wish to see of any plan or feature. If, for example, you want to know how many instances of "Text Messaging Unlimited" are deployed across carriers, you can filter the features on the dashboard and see. From there, you can drill down on the total number of lines to see each individual line with this feature.

Frequently Asked Questions

Quick Steps

  1. Click Plans/Features Summary on the left-navigation bar
  2. Filter for non-conforming plans and features
    1. A non-conforming plan or feature are those which do not match up with the majority of the same plan or feature for other lines of service. An example is one line of service on a 200 messaging feature where all other lines of service use a 1,000 messaging feature
    2. Click on the primary category names to open them
    3. Find plans/features which have low numbers in the # of Plans or # of Features columns
    4. Click the hyperlinked # of Plans or # of Features value for these plan/feature names
  3. Filter for downloads
    1. In the Feature Summary portlet open the Downloads menu
    2. Click on the number to the right of any download for which you'd like additional detail


Inventory Dashboard

What is it?

The inventory dashboard, reached by clicking the Inventory option on the left-navigation bar, holds summarized detail for all devices, SIM cards, and Mobile numbers in MobilityCentral.

There are two ways to keep this inventory updated: manually through the user interface, or using the carrier equipment reports (AT&T, Verizon, and Sprint). Most customers use the automated inventory updates, and the system is set up to do this by default. This option can be changed in the Settings section of MobilityCentral.

What's in this for me?

Keeping track of which assets are "live" in a mobility program has become top-of-mind for many security officers within a company. Devices with company data floating around un-tracked are risky to say the least. The Inventory dashboard gives you one place to see every entity (described below) of a company's mobility program.

With summarized details so easy to access, activities such as inventory cleanup, mass inventory upgrades for specific make/model, and device recycling/destruction programs become even easier to manage.

What are inventory entities?

Inventory entities are the individual components of a working line of service, and include the device, SIM, and mobile number. Each entity is tracked separately in MobilityCentral facilitating Move, Add, Change, Delete (MACD) transactions.

Why do entities matter?

Consider, for example, a subscriber whose device gets upgraded. The mobile number stays the same, the SIM may not need to be changed, but the device does. If, after you upgrade this user's device, you intend on keeping the old device as a spare, having it in MobilityCentral and available to swap out is of benefit to you.

Inventory Cleanup

Here's a simple guide to deleting the unnecessary inventory entities from your instance of MobilityCentral. This process assumes old device and SIM entities are not re-deployed as replacements for broken equipment or deployed to new employees.

  1. Unbilled Mobile#'s
    1. Click Reconciliation on the left-navigation bar
    2. Click on the number to the right of No billing activity for Mobile#
    3. You're navigated to the Devices view. All of these entities have a mobile# attached which has not shown up on the latest bill. If you're managing inventory using the automated updates from the carrier reports, these can be deleted.
    4. Check the box to select all rows
    5. Rest your mouse on the More Actions... link
    6. Click the Delete option
  2. Stranded Device, SIM, and Device+SIM entities
    1. As a result of inventory moves, adds, changes, and deletes stranded entities are attached to user's profiles
    2. Click the Inventory option on the left-navigation bar
    3. In the Inventory Details portlet at the bottom of the page, note any Device, SIM, or Device+SIM entities in the Allocated state
    4. Click the hyperlinked number for the entity state in the allocated column
    5. Check the box, or boxes, for the entities you'd like to take action on
    6. Return or delete the items as appropriate
      • Click the return button to keep the inventory entities in MobilityCentral - useful if you want to redeploy the inventory
      • Rest your mouse on More Actions... and click the delete option to remove them from MobilityCentral

Don't worry too much about deleting inventory. All inventory transactions are stored in the Device History and if a mobile number is deleted in error it will show up in MobilityCentral when the next bill is loaded.



Service States, contracts, and notes

What are Service States?

Service states are just MobilityCentral's way of tracking what's happening with a line of service. Service states are attached to the mobile# entity only. Access service states for a mobile number by opening the device profile (i.e. clicking on a mobile number). Click the Edit button in the mobile number entity state section to make changes to the service state.

Examples of service states include: suspended, emergency, loaner, and disconnected. As previously mentioned, mobile numbers with a service state of loaner, for example, are excluded from zero usage reports. Here are some reasons to use each service state:

  • Loaner - mark mobile numbers with this service state when the associated line of service does not belong to just one person. For example, a smartphone given to site visitors from another country.
  • Emergency - mostly used by hospitals, these lines of service must stay active in case of emergencies, are not assigned to just one person, and must be easily tracked/located
  • Suspended - set automatically in some cases (marked "S") or manually (marked "SC"), lines with a suspended service state are not active lines of service, but still receive billing in order to hold the number with the carrier
  • Disconnected - mark mobile numbers with this service state when you submit a disconnection order with the carrier. MobilityCentral provides additional fields for you to add the details of the disconnection order for easy tracking

Service Level Notes

Service level notes are exactly what they sound like, notes applied to the service level (or mobile number). These notes are used in two ways: first, to track actions taken on a mobile number (such as a device upgrade); and second, to set reminders for upcoming events (such as cancelling an international feature).

Set a service level note by entering the device profile, and clicking the edit button in the service level notes seciton. Click the add button to add a new note, edit an existing note, or delete a note.

If you set a date with the note, the system will notify the specified recipients of a service level activity due, via email, as configured in the Settings>Email Configurations section.

Standard views for all service level activities and notes are stored in the Devices section.



Device Catalog

What is the Device Catalog?

Each device make and model combination is stored in a device catalog allowing you to make rapid changes to many inventory records without touching records individually. The catalog stores images as well as other relevant attributes for each make/model combination such as operating system (OS); version; manufacturer information, pricing, and more.

What's in this for me?

Leveraging the device catalog to keep inventory attributes updated ensures the most accurate reporting with the least amount of work. Post-publication, check out the device catalog for entries in an Unassigned device type. Re-categorize them in the catalog and the changes propagate throughout MobilityCentral without any more work on your part.

Frequently Asked Questions

Q: What is the difference between Pending and Approved?
A: There is no functional difference between these statuses in the device catalog - they simply reflect whether the Visage team has reviewed the specific make/model combination listed and authenticated its legitimacy. For example, an entry such as Blackberry iPhone 5c (which we've seen) would remain in a pending status

Q: Can I delete catalog entries?
A: Sure! Only catalog entries to which no inventory is allocated can be deleted, but the system makes sure of that for you.

Updating Catalog Entries

Quick Steps

  1. Click Catalogs
  2. Click the Device Catalog tab
  3. Rest your mouse on an entry
  4. Choose Edit Device
  5. Make changes to the form
  6. Click Save

Step-by-Step

This section contains an embedded video. To view the step-by-step walkthrough visit MobilityCentral University.

Can't see the video below? Try this link: Manage Device Catalog


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