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D.5.

3 Technical draft of the Roadmap for M-Inclusion


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Project co-funded by the European Commission within the FP7 (20072013)


Grant agreement no. 288594

M-INCLUSION
Mobile Inclusion Platform for Europe and Latin America
Project type:

Coordination and Support Action

Start date of project:

1st November 2011

Duration:

24 months

D.5.3 Technical draft of the Roadmap for M-Inclusion


WP n and title

WP5 Technical International Cooperation

WP leader

Telefnica

Responsible Author(s)

Telefnica

Contributor(s)

UPVLC, FUT, INDT, UPCH

Planned delivery date

M24

Actual delivery date

M24

PU
PP
RE
CO

Dissemination Level
Public
Restricted to other programme participants (including the Commission Services)
Restricted to a group specified by the consortium (including the Commission Services)
Confidential, only for members of the consortium (including the Commission Services)

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CONTENT
List of Tables .................................................................................................................................. 3
List of Figures ................................................................................................................................ 4
List of Roadmaps ........................................................................................................................... 4
List of abbreviations and definitions ............................................................................................. 5
1.

Introduction .......................................................................................................................... 7

2.

Methodology of the Report .................................................................................................. 8

3.

Different involved audiences in the Technical M-Inclusions Roadmap ............................... 9


3.1

Mobile solutions developers or researchers ................................................................. 9

3.2

Public bodies ............................................................................................................... 10

3.3

Industrial Partners ....................................................................................................... 11

3.4

End Users associations and organizations .................................................................. 12

3.5

Financial bodies ........................................................................................................... 13

4.

State of the Art and technical point of view Trends ........................................................... 14


4.1

State of the art and telecommunication technology trends....................................... 14

4.2

State of the art devices, trends and software ............................................................. 20

4.3

State of the art and trends in mobile solutions .......................................................... 27

5.

Analysis ................................................................................................................................ 31
5.1

Mobile technologies analysis ...................................................................................... 31

5.2

Barriers from a technological point of view ................................................................ 47

5.3

Opportunities from a technological point of view ...................................................... 50

5.4

End-User Needs Analysis ............................................................................................. 55

6.

DIM (Digital Inclusion Methodology) .................................................................................. 81


6.1

Methodology ............................................................................................................... 81

6.2

Phase 1: Design/Adapt the Solution ........................................................................... 83

6.3

Phase 2: Fund the Solutions development ................................................................ 87

6.4

Phase 3: Develop & Deploy the Solution .................................................................... 89

7.

Technological success cases and best practices.................................................................. 92


7.1

Success case 1: MAMA initiative ................................................................................. 94

7.2

Success case 2: METABO Project................................................................................. 99

7.3

Success case 3: Muvete Per Mvil ........................................................................ 103

7.4

Success case 4: Nokia Data gathering, Innovation that helps save lives................... 107

8.

Conclusions ....................................................................................................................... 113

9.

References and Bibliography............................................................................................. 117

10.

Annexes ......................................................................................................................... 118

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LIST OF TABLES
Table 1: First look at the Audience for M-Inclusion Technical Roadmap...................................... 9
Table 2: Roadmap interests for mobile developers ................................................................... 10
Table 3: Roadmap interests for Public bodies............................................................................. 11
Table 4: Roadmap interest for Industrial Partners...................................................................... 12
Table 5: Roadmap interest for End Users associations ............................................................... 13
Table 6: Roadmap interest for financial bodies .......................................................................... 13
Table 7: Mobile penetration in Latam......................................................................................... 14
Table 8: Mobile handsets by generation in Latam, Brazil, Colombia y Peru. .............................. 16
Table 9: Distribution of lines in use (LIS) in 2012 ........................................................................ 21
Table 10: Total tablet devices in Latam, 2012............................................................................. 22
Table 11: Smartphones OS distribution in Latam. ...................................................................... 23
Table 12: Leading mobile apps stores Berg Insight ..................................................................... 29
Table 13: Latin America apps market evolution ......................................................................... 30
Table 14: Mobile penetration forecast 2013-2017. .................................................................... 33
Table 15: Forecast in the mobile market share in Latam............................................................ 35
Table 16: Smartphones Devices Sales Forecast 2012-2017.. ...................................................... 36
Table 17: Forecast prepaid y postpaid lines in Latam, 2013-2017.............................................. 37
Table 18: Tablets sales forecast in Latam, 2013-2016. ............................................................... 39
Table 19: Analysis of inclusive features in mobile devices according to the users capabilities.. 43
Table 20: Regulatory agenda Brazil-Colombia-Peru.................................................................... 54
Table 21: Matrix for needs of target group 1 .............................................................................. 61
Table 22: Matrix for needs of target group 2 .............................................................................. 66
Table 23: Matrix for needs of target group 3 .............................................................................. 72
Table 24: Matrix for needs of target group 4 .............................................................................. 79
Table 25: Extract of Matrix needs of adapting in Europe ........................................................... 86
Table 26: Matrix needs of funding in Europe .............................................................................. 88
Table 27: Solution candidates for the success analysis............................................................... 94
Table 28: SMS targeted three behavioral predictors ................................................................ 104
Table 29: Communication Plan: sequencing of SMS according to the different frequencies .. 106
Table 30: Target groups/gaps Matrix for risk of exclusion........................................................ 116

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LIST OF FIGURES
Figure1: Brazilian Coverage Map ................................................................................................ 17
Figure 2: Amazonas Coverage Map............................................................................................. 17
Figure 3: Colombian coverage map............................................................................................. 18
Figure 4: Peruvian Coverage Map ............................................................................................... 18
Figure 5: Satellite mobile coverage map ..................................................................................... 19
Figure 6: Average selling price worldwide by handset category, 20072011. ........................... 38
Figure 7: PNBL Economic dimensions ......................................................................................... 50
Figure 8: (DIM) Digital Inclusion Methodology ........................................................................... 82
Figure 9: Customer Development Methodology ........................................................................ 84
Figure 10: MAMAs functionality ................................................................................................ 96
Figure 11: METABO scenario ..................................................................................................... 101
Figure 12: Electronic registration form Muvete Per Mvil ................................................ 105
Figure 13: Nokia Data Gathering Image .................................................................................... 107
Figure 14: Example Screen Nokia Data Gathering .................................................................... 108
Figure 15: Mobile Phone App for Java and Windows Phone .................................................... 108
Figure 16: Nokia Data Gathering Process.................................................................................. 109

LIST OF ROADMAPS
Roadmap 2: Generations evolution in Mobile Telecommunication .......................................... 34
Roadmap 3: Drivers for MBB devices penetration in Latam. ...................................................... 40
Roadmap 4: Evolution in trends for Smartphones and Tablets .................................................. 41
Roadmap 5: Evolution in Apps impact ....................................................................................... 46

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LIST OF ABBREVIATIONS AND DEFINITIONS


AMPS
AAL
A-GPS
AIDS
ANC
ANE
ASP
BRL
CRC
CSIR
D.x.x
DCHSPA
DIM
EC
EDGE
EU
FHI
FIFA
FISTEL
FITEL
FTTx
GARI
GHz
GPRS
GPS
GSM
HAC
HAT
HIV
HSPA
HTML
ICMS
ICT
IM
IMT
ISDN
IT
IVR
Kbps
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Advances Mobile Phone System


Ambient Assistive Living
Assisted Global Positioning System
Acquired Immunodeficiency Syndrome
Ante-natal Care
Agencia Nacional del Espectro (National Spectrum Agency)
Average Selling Price
Brazilian Real
Communication Regulation Commission
Council for Scientific and Industrial Research
Deliverable n (x).(x)
Dual Carrier HSPA
Digital Inclusion Methodology
European Commission
Enhanced Data rates for GSM Evolution
European Union
Family Health International (International Family Health)
Fdration Internationale de Football Association
Fundo de Fiscalizao das Telecomunicaes
Fondo de Inversin en Telecomunicaciones (Telecommunication Investment
Fund)
Fiber To The (x)
Global Accessibility Reporting Initiative
Gigahertz
General Packet Radio System
Global Positioning System
Global System for Mobile communications
Hearing Aid Compatibility
Hearing Assistive Technology
Human Immunodeficiency Virus
High Speed Packet Access
Hyper Text Markup Language
Imposto sobre Circulao de Mercadorias e Servios (Tax on Merchandise
Circulation and Services)
Information and Communications Technology
Instant Messaging
International Mobile Telecommunications
Integrated Services Digital Network
Information Technologies
Interactive Voice Response
Kilobit per second
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Latam
LBS
LED
LIS
LTE
m4RH
MBB
Mbps
MHz
MMS
MRM
MTR
MVO
NAP
NGO
NGOs
ONCE
OS
PNDBA
PNLB
PSTN
RGB
RIM
RTD
SIM
SMS
TTS
TTY
TV
UK
UMTS
UNICEF
VAT
VoIP
WCDMA
x.xG
xDSL

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Latin America
Location-Based Services
Light-Emitting Diode
Lines In Service
Long Term Evolution
Mobile for Reproductive Health
Mobile Broadband
Megabit per second
Megahertz
Multimedia Message System
Mobile Resource Management
Mobile Termination Rates
Mobile Virtual Operator
National Accessibility Portal
Non-Governmental Organization
Non-Governmental Organizations
Organizacin Nacional de Ciegos Espaoles
Operating System
Plan Nacional de Desarrollo de Banda Ancha (National Broad Band
Development Plan)
Plano Nacional de Banda Larga (National Broad Band Plan)
Public Switched Telephone Network
Red, Green, Blue, color model for computers
Research in Motion
Research and Technological Development
Subscriber Identity Module
Short Message System
Text To Speech
Talk To You
Television
United Kingdom
Universal Mobile Telecommunications System
United Nations Children's Fund
Value Added Tax
Voice over Internet Protocol
Wideband Code Division Multiple Access
(x).(x) Generation
(x) Digital Subscriber Line

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1. INTRODUCTION
This document contains the M-Inclusions Technical Roadmap, which continue the work done
in the M-Inclusions EndUsers Roadmap published at the very same time. The combination of
the M-Inclusions Technical Roadmap with the M-Inclusions EndUsers Roadmap will produce
the Final M-Inclusions Roadmap, the final and one of the most important outputs of the MInclusions Project, and which aspires to become a reference point to guide all those actors
involved in the technologies for the social inclusion. Those actors are target audiences of this
document and they consist of the Mobile Developers, Public bodies, Industrial Partners,
Finance bodies and End Users associations or collectives, and their roles in the social inclusion
and expectations from this document will be defined in the following points.
The M-Inclusions Technical Roadmap has been composed with the contributions gathered
from plenty of sources since the beginning of the project. The work done within the technical
group concludes with this document, which is the continuation of the previous M-Inclusion
Deliverables submitted as D.5.1 Report on M-inclusion benchmark which contains the analysis
of the current state of mobile technologies applied to social inclusion and D.5.2 Technical
Workshops Report, including the content and conclusions of the organized technical
workshops, where different organizations and associations participated to fulfill the missing
gaps for the social inclusion, and to whom we want to thank for their help within the project.
As it happen with the M-Inclusions Technical Roadmap, all the previous technical reports were
based and supported in the parallel work done by the EndUsers group, and in the submitted
deliverables as D.4.1 Benchmark in End Users needs, and D.4.2 End Users Workshops Report.
The aim of the roadmap is to contribute to the social inclusion of the core groups of the MInclusions project (chronic patients, people with disabilities, from isolated areas and with lowincomes) through the mobile technologies, providing a reliable picture about actual and future
technological trends worldwide, analyzing opportunities and barriers for their implementation
in Latin America, as well as a socio-economic analysis of technological behaviors in the core
areas. To go further in the analysis, it wont only be focused in the present, but will also be
extended to the analysis of medium/long term forecasts. To facilitate the way for those
developers with special interest in the social inclusion and with the aim of reducing the
technological gap among developed and developing countries, and the effort to encourage
them to share the knowledge acquired by the previous analysis, a Digital Inclusion
Methodology (DIM) has been defined for the development and implementation of
technological solutions in Latin America, with detailed information of funding and adaptation
needs focused in the countries of the project: Brazil, Peru and Colombia. Furthermore, an
extended matrix combined detected needs from core users, which will be matched with the
detected solutions analyzed in D5.1.
To complete this document, and as a proof of the real possibilities of success on the
implementation of social technological solutions to reduce social exclusion in the Latin
American market, success cases in implementation of technological solutions in other
developing areas around the world and best practices in social inclusive solutions have been
included at the end of the Deliverable, as well as an exercise of implementation for a solution
in the Latin American market following the created Methodology for Digital Inclusion (DIM).
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2. METHODOLOGY OF THE REPORT


This report has been written following this methodology:
i.
ii.

iii.

iv.
v.
vi.

Definition of end-user groups and value chain for the project, targeted since the first
moment of the project.
A Benchmark of current situation in LATAM and interviews with engaged stakeholders to
extract the end-user needs, both from a general perspective and from a specific point of
view as defined during the first year of the project. The focus is on the four target groups
and four different topics: health, education, occupation and psychological needs.
A Benchmark of the current and future technologies that apply for social inclusion, focused
on health, education, mobility and self-employment, and was written in the first year of
the project, starting from D4.1 detected needs.
The analysis and compilation of the information gathered in the two previous Benchmarks
were used for the Workshops and as a starting point for this report.
Nine Online Workshops and one Face-to-face meeting with engaged stakeholders,
organized and conducted by M-Inclusion partners.
Inputs form the End Users Roadmap with a wide analysis of the end users needs.

Information gathered in previous Benchmarks, workshops and Roadmaps have been used as a
starting point for the elaboration of this report focusing on the technologies in Latam, with an
analysis of the state of-the-art and trends. To back up the report and predict the future trends
in technology, the writers have consulted strategic reports from international consultants
specialized both in technology and in Latam such as Strategy Analytics, Analysis Mason, Yankee
Group, Ovum and Frost & Sullivan, always under license permission from the respective
owners.
The writers are fully responsible for the analysis, tables, forecasts or conclusions included in
this report which expresses their own knowledge and impressions, based in previous studies,
and releasing the owners from any responsibility on the possible mistakes incurred in the data
and deviations in the forecasts.

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3. DIFFERENT INVOLVED AUDIENCES IN THE TECHNICAL M-

INCLUSIONS ROADMAP
The Technical M-Inclusion Roadmap is an extensive and complete document focusing on
providing those different actors involved in the technological sector and interested in the
reduction of the technological gap between Europe and Latin America with truthful and
trustworthy information.
With the objective of guiding the possible readers through this document and to streamline
their search for useful and valuable information, the different actors interested in a
Technological Roadmap have been divided into core groups taking into account their interests
and concerns in the social inclusion from a technological point of view.
Each group has been analyzed individually, explaining what they could be looking for in a
Technological Roadmap and what the M-Inclusion Technical Roadmap can offer to them trying
to guide them through the following chapters in the document.
The following table offers a brief description of the audience for the M-Inclusion Technical
Roadmap and what this Roadmap should offer to them to cover their needs:
FIRST LOOK AT THE AUDIENCE FOR M-INCLUSION TECHNICAL ROADMAP
AUDIENCE
Mobile solutions developers or
researchers

M-INCLUSION ROADMAP SHOULD IDENTIFY

Public bodies

Missing gaps in technology and future trends for


social inclusion.
Funding opportunities in technology.
What their needs are and how they can improve the
conditions of the 4 groups.
Best practices and success cases and explain how to
implement them.

Industrial Partners

Market opportunities and technological trends.

End Users Associations and


Organizations

Solutions and technologies that can be useful for


them.

Finance bodies

Possibilities of investment in mobile technologies for


social inclusion.

Table 1: First look at the Audience for M-Inclusion Technical Roadmap

3.1 MOBILE SOLUTIONS DEVELOPERS OR RESEARCHERS


The mobile developers or researchers are the technical professionals interested in
developing or researching mobile applications, which work in a mobile device or
interface. This development or research can be implemented since the beginning of
the process or it can be a mere adaptation of the application to be functional in a
different interface or environment.
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The application can be developed in different scenarios, but in any case it is necessary
for the developers to know the technological environment where they work to provide
useful and innovative solutions. A benchmark on existing and future trends in
technologies applied to the mobile phones, to telecommunication technologies and to
mobile solutions can offer the developers and researchers a quick view of the state of
the art in those technologies: devices, OS, gadgets, telecommunication networks,
applications.
At the moment the development of the application focuses on social inclusion, it is
important for the developers to identify the existing solutions in the market and
identify which are the needs of the core groups that are covered and which are not.
This information can be complemented with information about successful cases in
mobile inclusion solutions, which can orient the developer to find ways on how to
focus his/her effort.
The development of an application or solution requires spending a definite amount of
money, which in many cases, is not affordable to the developer. There are many
sources for funding the development of an application or technology focused on the
reduction of social exclusion in developing countries, gathered among public and
private sources from national or local governments, end users organizations or
associations, or new mechanisms as social bonds or crowd funding platforms.
What they could be
interested in?

What can the M-Inclusion Technological Roadmap


offer to them?

Identification of missing
gaps in technology and
future trends for social
inclusion.

Benchmark of existing and trending technologies

Identification of funding
opportunities in technology.

How to finance a developing project in Latam

Matrix with existing solutions, identifying which


needs are covered and which are not.

Table 2: Roadmap interests for mobile developers

3.2 PUBLIC BODIES


The public bodies are the local, regional, national or supranational public
administrations that should look after the welfare of their citizens. Health, education,
job access, assistive care, etc., are among the primary needs that a public body should
take care of.
Among the contents that the public bodies might be interested in are the success
cases and best practices on technological mobile solutions for social inclusion. This
information could be interesting for the public bodies in order to import or adapt
these successful inclusive technologies or solutions in their waybills to tackle the
technological breach for social inclusion for the citizens under their responsibility.

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Another interesting point for the public bodies in the M-Inclusions Technical Roadmap
is related to the possibility of deploying infrastructures or policies related to mobile
technologies for social inclusion based on the opportunities and barriers detected for
implementing that deployment.
In what may they be
interested?

What the M-Inclusion Technological Roadmap can


offer them?

Success technological cases

Benchmark of technological success cases and best


practices. Identify where the public bodies can
invest to cover inclusive gaps.

Possibility of investment in
mobile technologies for
social inclusion.

Analysis of Opportunities and Barriers and how to


improve the inclusion of the core groups.

Table 3: Roadmap interests for Public bodies

3.3 INDUSTRIAL PARTNERS


Industrial partners refer to those technology-based companies that have some sort of
commercial interest in the implementation or deployment of technology in Latin
America.
It is possible to differentiate several kinds of partners including the following:

Developers or researchers interested in developing or researching mobile solutions


based on social inclusion which works in a mobile device or interface explained in the
point 3.1 as mobile solutions; or interested in the deployment or implementation of
technology such as telecommunications infrastructures or mobile devices.

Industrial partners formed by the Telecommunications companies settled in Latam


with telecommunication networks already deployed in Latin America or those with the
intention to deploy their operations, such as Telefnica, Amrica Mvil, etc., and
companies with the intention to sell technological devices, some with social and
inclusive purposes, in the Latin-American market with affordable prices for the final
users, such as mobile phones, tablets, inclusive gadgets as keyboards, cameras,
wheels, etc., for the social inclusion.
It is important for companies to understand the technological environment where they
work to provide useful and innovative solutions, in this sense, a benchmark on existing
and future trends in technologies applied to the mobile phones and
telecommunication technologies can offer technological companies a quick view of the
state of the art and trends in complemented technologies such as new devices, OS,
network coverage, gadgets.
Also, at the moment to deploy a device or gadget focused on social inclusion, it is
important for the companies to identify the existing devices in the market and identify

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which needs from the core groups are covered and which needs are not, information
that can be complemented with a matrix of success cases in inclusive devices or
technologies.
Barriers in the Latin-American market such as the lack of infrastructures, lack of
accessibility or restrictive policies are an important point for technological companies
to consider at the moment of deploying new network lines or shipping new
technological devices or gadgets; as well as the opportunities, such as new network
deployments, investing programs or universal services, which can make the difference
at the moment new choices are made for new product and services.
What could they be
interested in?

What can the M-Inclusion Technological Roadmap


offer them?
Benchmark of existing and trending technologies

Identification of market
opportunities and
technological trends

Matrix with existing solutions, identifying which


needs are covered and which are not.
Technological polices in each country and how they
apply into the needs: Opportunities and barriers.
Table 4: Roadmap interest for Industrial Partners

3.4 END USERS ASSOCIATIONS AND ORGANIZATIONS


End Users associations or organizations included in this project are those especially
focused on covering the specific needs among the end users collectives. In this case, by
end users it is referred to: chronic patients, people with disabilities, people from
isolated areas and people with low-incomes. In many cases, these associations are the
main reference and support point for these people and for this reason, these
associations and organizations should be informed about the latest technological
solutions and future trends in social inclusion to offer the best support to the end
users whom they are focused.
The End Users organizations and associations need to be provided with updates about
the technological environment, which surrounds them, especially about the
technological solutions for the inclusion of the people that rely on them. In this sense,
a benchmark of existing and technological trends is an important input for these End
Users organizations and can offer them a quick view of the state of the art in inclusive
technologies such as new devices, tablets, inclusive gadgets as keyboards, cameras,
wheels, etc., and new applications or solutions focused on minimizing social exclusion
and exportable to Latin America.
Another important point for the end users organizations and associations is to identify
which needs of the core group is covered and which are not according to existing
technologies and solutions, and to provide final users with updates about the success
cases and best practices on technological mobile solutions for social inclusion with the
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objective to import or adapt these success inclusive technologies or solutions and keep
final users informed about organizations that tackle social exclusion practices.
What could they be
interested in?

What can the M-Inclusion Technological Roadmap


offer them?

Identification of solutions
and technologies that con be
of use for them

Benchmark of existing and trending technologies

Success technological cases

Benchmark of technological success cases and best


practices

Matrix with existing solutions, identifying which


needs are covered and which not

Table 5: Roadmap interest for End Users associations

3.5 FINANCIAL BODIES


Financial bodies are those financial institutions with particular interest in investing in
market opportunities with the final objective to make a profit with these investments,
such as banks, monetary funds, social funds, etc. The possible interest of the financial
bodies in this roadmap is related to the investment on technologies for social
inclusion, funding technical projects based on social inclusion from developers,
researchers, organizations, industries, etc. Based on this interest, it is necessary to
inform them about the possibilities of investment in technologies and projects for
social inclusion.
It is an important issue for the financial bodies to be informed about the success cases
and best practices on technological mobile solutions for social inclusion due to the fact
that these organizations are those who are interested in financing the development of
the new and future solutions, and the financial bodies are interested in the return of
the investment, therefore the success of the solution in the marketplace.
What could they be
interested in?

What can the M-Inclusion Technological Roadmap


offer them?

Investments possibilities in
mobile technologies for
social inclusion

Socio-demographic and technological analysis


(Market statistics: population projection, number of
end-users, use of technologies)

Success technological cases

Benchmark of technology success cases and best


practices
Table 6: Roadmap interest for financial bodies

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4. STATE OF THE ART AND TECHNICAL POINT OF VIEW TRENDS


4.1 STATE OF THE ART AND TELECOMMUNICATION TECHNOLOGY TRENDS
Telecommunication technologies can be divided into three clearly different technologies:
mobile, fixed and satellite. The evolution, use, and deployment of these technologies are not
parallel; therefore they will be analyzed separately in this report.

4.1.1 MOBILE TELECOMMUNICATIONS


This is the most important telecommunication technology for the M-Inclusion Project, given
that the objective of the project is to promote the mobile inclusion through Europe and Latam.
Nowadays, mobile penetration has a wide impact in Latam and also in these specific three
countries Brazil, Colombia and Peru, where this report is focused, with a mobile penetration of
133%, 105% and 118% respectively, and this is why the mobile technology in Latam supposes a
great opportunity for investment, from the operators to the developers.

Mobile penetration1

Global
Country
Penetration
Rank
04
BRAZIL
27
COLOMBIA
33
PERU
LATAM

N of Mobile
Phones*

Population**

Penetration

261.889
49.066
35.934
686.688

196,5
46,6
30,5
597,9

133,3%
105,3%
117,9%
114,9%

Table 7: Mobile penetration in Latam. *Thousands of units. **Millions of persons.

By analyzing these figures, it is possible to have a better understanding about how the use of
mobile phones can become an opportunity and a challenge for the Latam market, and to
explain the existing mobile technologies actually used in Latam. The use of different
technologies can influence the experience and possibilities for the devices, as well as the
behavior and possibilities of inclusion for the different users.

1st Generation: Refers to the first-generation of wireless telephone technology. These were
the analog telecommunications standards that were introduced in the 1980s and continued
until being replaced by 2G digital telecommunications. Nowadays, 1G telecommunications are
using the digital infrastructure and their use in Latam represents 0,03%2 of mobile handsets,
around 200.000 units. The use of these mobile phones is residuary, and the services that this
kind of handsets can offer to the users are very limited. Due to the fact that these phones are
using the infrastructure of 2G systems and the limitation of their services, it is foreseen the
disappearance of these handsets.
Source: Own M-Inclusions analysis based in Yankee Groups Latin American Mobile
Forecast.

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2nd Generation: It relied on the massive use of the mobile phones in the world. This
generation was the first standardized generation in mobile communications with the
introduction of the GSM system. Later, this generation evolved to the popularly called 2.5G
with systems as GPRS and EDGE. Although with the GSM system the usage of Internet
technology through the phone was possible, it was with the introduction of the new 2.5G
standards when the use of Internet technology became popular among users.
Nowadays, the handsets based on the 2G and 2.5G technologies are still dominating the Latam
market with 2/32 parts of the total handsets. This is due to the difficult and expensive
infrastructures deployment for the new generations in remote areas. Actually, the use of these
generation phones for social inclusion is the most important medium given their widely
spread. The price of these handsets is less expensive and the possibilities, albeit limited
through Internet technology, are possible through the voice and SMS systems.

3rd Generation: The third generation was inaugurated with the UMTS system and continued
with standards such WCDMA. With these standards, the concept of MBB (Mobile Broadband)
was designated, since these systems allow faster transfer speeds than 2G technologies
(2Mbps), allowing the use of applications, which seemed impossible to use in previous
generations. The third generation evolved to a 3.5 generation, with the standard HSPA and
subsequent improvements such HSPA+ or DCHSPA with the improvement in a speed higher
than 14Mbps (7 times higher than the previous generation).
This generation supposed the use of Smartphones and the use of complex applications with
them. In Latam, this generation has had a high impact, representing around 1/32 part of the
total handsets, but all the devices are concentrated in the main cities and surroundings. The
possibilities for social inclusion through this technology are unlimited, but the high price of the
devices and the lack of coverage out of the main cities are slowing down its implementation
for the social inclusion.

4th Generation: The fourth generation was launched in 2010 with the LTE standard, which
allows a speed of 50Mbps. This technology is still a developing technology with low
penetration in the Latam society. Actually, it represents 0,014%2 of the handsets with barely
100.0002 handsets in the entire continent. With regard to social inclusion, this new generation
could suppose an amazing improvement, i.e. with video streaming in real time for health or
education, but at the moment it doesnt seem possible until a better necessary infrastructure
for the deployment of this technology is found.
In fact, nowadays it is witnessing a very significant growth of Internet access from mobile
broadband and fixed devices using mobile broadband (MBB) access. This growth will be key to
take a new step in the development of the information society and for a complete inclusion of
the society.

See table 8: Mobile handsets by generation in Latam, Brazil, Colombia y Peru.

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Mobile handsets by generation in main countries (LIS) 20123

MBB
Generation

1G

2G
GSM
GPRS
EDGE

3G
UMTS
WCDMA

3.5G
HSPA
HSPA+
DCHSPA

Technology

AMPS

Brazil

8,9
0,003%

192.131
73,4%

4.352
1,7%

65.380,8
25%

16,6
0,06%

261.889
100%

Colombia

34.191
69,7%

880
2,13%

13.921
28,4%

73,44
0,15%

49.066
100%

Peru

24.655
68,6%

816
2,3%

10.463
29,1%

35.934
100%

232

457.468

23.899

204.991

95,8

686.688

0,03%

66,6%

3,4%

30,2%

0,014%

100%

Total
LATAM

4G
TOTAL

LTE

Table 8: Mobile handsets by generation in Latam, Brazil, Colombia y Peru. *Thousands of units

To easily explain the trends the graph above shows the distribution of the mobile handsets
according to the previous table of mobile lines in use (LIS), mobile coverage maps from the 3
countries of the analysis will be taken into account.

Mobile coverage maps in the objective countries4:


State of the art mobile coverage in Latam directly affects the distribution of the mobile
handsets. The following map explains the distribution of the mobile handsets and how it is
affecting the social inclusion through the mobile phones. To better understand the coverage
maps, we will use the legend below:
Coverage map legend:

2G Coverage
3G Coverage
No Coverage available

At the end of 2012, mobile broadband penetration in Latam was around 34% (3,4% 3G + 30,2%
3.5G + 0,014% 4G) of the total handsets in use. This percentage remains stable in the case of
Colombia and Peru, but not in the case of Brazil where it is lower, barely more than 25%.

Source: Own M-Inclusions analysis based in Yankee Groups Latin American Mobile
Forecast March 2013. Data: year 2012.
4 Source: http://www.wireless.att.com. Maps display approximate figures. Real mobile
coverage may display some variations according to the coverage maps.

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BRAZIL: In Brazil,
the MBB handsets
percentage
is
lower than the
Latam average due
to the problems of
mobile coverage in
remote areas as
the Amazonas. In
these areas it is
easier to get access
to 2G coverage.
The main available
coverage, both 2G
and 3G, is in
the
South-Atlantic
coast area, where
Figure1: Brazilian Coverage Map
the
biggest
Brazilian cities are placed: Brasilia, Belo Horizonte, Rio de Janeiro or Sao Paulo. The rest of the
Atlantic coast, with other minor cities, is also properly covered; as well as some remote inland
areas connected by road with the most populated areas located near the coast, with 2G
available coverage and with some peaks of 3G coverage. In the Brazilian Amazonas region, as it
can be seen in the extracted map below, the coverage areas are reduced to the urban areas
built along the riverbed. The 4G coverage model, which is barely deployed as a prototype, is
limited to the main cities hosting the FIFA World Cup in the South-Atlantic coast.
AMAZONAS: In the Amazonas, the only available coverage is just the 2G coverage in the urban
areas built along the
riverbed of the
Amazonas and its
tributaries. The 3G
coverage is just
available in some
marginal areas in
cites as Manaus
Parintins, Santarem.
Coverage problems
in the Amazonas
region reduced the
possibilities
for
social
inclusion
through
mobiles
Figure 2: Amazonas Coverage Map
phones in the area,
and indicate as an alternative the possibility of downloading information online and using it
offline.
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COLOMBIA: Colombia is a well-covered country, with high density of coverage points, both 2G
and 3G. As it can
be checked in the
coverage
map
below, the North
and West areas in
the country have
almost 100% of
coverage. Despite
this percentage,
the
total
penetration of 3G
handsets is still
lower than what
can be expected,
around 31% of the
Figure 3: Colombian coverage map
total
handsets.
This can be a
consequence of the high price of the 3rd generation handsets, which made them not affordable
for all the population. The 4G coverage model, as in Brazil, is still a prototype and its
penetration is still low. A common point in all the countries is the low deployment of
infrastructures in the Amazonas area, with just some coverage points in few urban
communities.
PERU: The coverage density in Peru is lower than in Brazil or Colombia, but it has to be noticed
that the mobile penetration is the highest of the 3 analyzed countries, due to the highest
population density in the main cities and surrounding area. In Peru and in Colombia, the 3G
coverage deployment is as high as the 2G coverage, making this technology easily accessible
for users, Peru accounting for the highest MBB penetration in the 3 countries analyzed (32%),
but
this
penetration is still
low, due to the
high price of the
3G handsets. As it
was
indicated
before, a common
point in all the
countries is the
low infrastructure
in the Amazonas,
with just some
coverage in few
urban areas.

Figure 4: Peruvian Coverage Map

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4.1.2 OTHER ALTERNATIVES TO MOBILE TELECOMMUNICATIONS


Satellite telecommunications
Telecommunications via Satellite have coverage in almost 100% of the Latin America
continent, offering endless possibilities for remote and isolated areas such as the most remote
areas of the Amazon rainforest or the Andean ridges. But unfortunately, the satellite
communication is not an affordable solution for the specified core groups of the project, both
due to the price of the devices, $1.000 for the basic one, and the price of the service, more
than a $1 per minute, which made the satellite technology not a real option since its objective
was to offer an available possibility for inclusion. The aforementioned barriers for the
implementation of this technology, price of the devices and lack of service, are two
insurmountable barriers in the medium and long-term scenarios.

Satellite mobile coverage map5

Primary Service Area


Extended Service Area (Costumers may experience a weaker signal)
Fringe Service Area (Costumers should expect to experience a weaker signal)
Figure 5: Satellite mobile coverage map

Source: www.globalsatellitecommunications.com

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Fixed telecommunication
Although it has been said that mobile coverage offers the advantage of reaching remote areas
where it would be difficult to deploy fixed technology, there might be situations where access
to fixed Internet technology is the only possible access for certain groups in remote or isolated
areas. In this case, the procedure to be used would be to download the information, solutions,
applications or any other software requirement from a fixed Internet access point, and then
use the installed software in a disconnected or offline device.
This casuistry often occurs in remote areas of the Amazon forest or isolated suburban areas,
where the only Internet access point is located through a fixed line in a public facility (school,
health center), where the users go to download the necessary information.
The kinds of technologies that can be used are divided into two groups: those that use the own
fixed telephone network cabling with a wide deployment and easy to use, and those which
need a specific wiring network such as fiber.
Any computer in the world can be connected to Internet through the power switched
telephone network (PSTN) just connecting the computer to a basic modem, a cheap and easy
to use device. This technology offers access to anybody with Internet, but with the associated
limitations of speed. The evolution of the Internet through the fixed-line networks became
xDSL technologies, which were also transmitted through the core telephone network, but with
better implementation, these technologies provides massive scope and high downloading
speeds, at an affordable price.
The last alternative would be the fiber, which needs the deployment of a specific network of
fiberglass, but given the cost of the deployment and the service for this technology, it is
located in the most important cities and do not represent an alternative to other fixed
networks from the point of view of technological inclusion.

4.2 STATE OF THE ART DEVICES, TRENDS AND SOFTWARE


4.2.1 DEVICES
There exist many kinds of mobile devices in the market, these are more basic, more
technologically advanced, with touchscreen, with keypad, with different connecting protocols,
with GPS, etc., but the main difference within the offer of mobile phones which can make the
difference between two devices is basically one: if a mobile phone is a feature phone or a
Smartphone.

Basic and Feature phones


The Basic and Feature phone are phones capable of voice, texting and HTML browsing, but
without an advanced Operative System. These devices can incorporate complements such as
camera, multimedia, WIFI or GPS, but with limited Internet access. The advantages of these
devices are their low price, easy usage, and connection to basic networks, with high coverage
in all the territories. Otherwise, these devices are not capable to manage complex applications
as Smartphones and the Internet access is usually slow and quite expensive.
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Smartphones
A Smartphone device is a mobile phone with an advanced OS such as iOS, Android or
Windows phone, capable to manage complex applications and with mobile broadband
Internet access. The possibilities for inclusion of these devices are unlimited, with real-time
information, geo-location systems, HD video downloading, etc.
Actually, as it has been mentioned before, most of the devices in use in Latam are using 2G
technologies, devices which have limited capabilities and limited Internet access services. The
Smartphone penetration, with the unlimited possibilities of inclusion that these devices carry,
is still low with a usage of 1/3 part of the total lines in use. Although, the data plans are
considered too expensive and its usage in Smartphones devices has a low penetration, most of
the users of Smartphones use their devices just for calling and SMS, without a complete
exploitation of the handsets power.
The low penetration on MBB devices is mainly due to the next two restrains:
1. As it was mentioned in the previous point 2.a State of the art and trends in
Telecommunication technologies the MBB does not have a wide coverage in the
Latam countries, it is limited just to the bigger cities and surrounding areas. These
coverage problems restrain the penetration of the MBB devices.
2. The price for the handsets is too expensive and the operators have no intention of
funding the purchase of these handsets to their customers due to their consumption
habits. A very high percentage of mobile users, around 80% (see table 10) in 2012, use
prepaid plans. These users recharge their SIM* cards when they run out of credit,
many times only every 2 or 3 months, and the main use of the devices is just to receive
calls. Furthermore, the customers with postpaid plans often have the least expensive
plan in the market.
*Subscriber Identification Module

Distribution of lines in use (LIS) in 20126

Total Mobile Lines


Prepaid Lines
% Prepaid Lines
Postpaid Lines
% Postpaid Lines

Brazil
261.889
208.997
79,8%
52.892
20,2%

Colombia
49.066
39.633
80,8%
9.434
19,2%

Peru
35.934
28.823
80,2%
7.111
19,8%

Table 9: Distribution of lines in use (LIS) in 2012. *Thousands of lines

4rd Quarter 2012, latest updated data. Own M-Inclusions analysis based in Yankee
Group Latin America Mobile Carrier Monitor December 2012.
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Tablets
Tablets are other main devices, which would have a higher impact in the mobile inclusion.
Since the launch of the IPad in the market at the end of 2009, tablets have become one of
the most popular mobile devices all around the world. The prices made this device inaccessible
for most of the population in Latam, but with the entry into the market of other handset
manufacturers, the prices have decreased until reaching an average price of 266.55. As in the
case of the Smartphones, Chinese manufacturers are offering devices with a price under 100,
which made this device easy to access by all kinds of final users.
The characteristics of the tablets made this device more accessible to users with some kind of
disability, either visual or physical, due to the 5-inch or plus color screen, touchscreen and the
portable capability.
WiFi-only devices currently dominate the Latam tablet market as the tablet remains primarily a
stay-at-home device. The proportion of cellular tablets varies significantly by region due to
WiFi and cellular availability, cellular pricing strategies, and carrier subsidies and data plans. 4G
technology will greatly enhance the performance of key tablet uses, and will shift the value
proposition of a cellular-enabled device. Shifts in cellular-enabled device prices as well as the
potential for alternative data plans and pricing strategies could also fuel the transition to
cellular-enabled tablets.

Total tablet devices in Latam, 2012.7

Total
3G connected

LATAM
11.693
2.397

BRAZIL
4.659
1.015

COLOMBIA
407
81

PERU
401
72

20%

22%

20%

18%

Only WiFi

9.296

3.644

327

329

80%

78%

80%

82%

Table 10: Total tablet devices in Latam, 2012. Thousands of units

4.2.2 OPERATING SYSTEMS


First of all, it is necessary to differentiate among Basic phones and Smartphones OS
ecosystems:
a) In the case of Basic and Feature phones, the OS is principally created by the
manufacturers, and it is exclusive just for its own devices. In this case, it is wiser to
analyze between manufacturers and not between OS. The great amount of different
manufacturers and devices in the market would make this analysis hard to implement
here and to be read by the readers. In this sense, to consult the GARI database,
included the point 4.1.2.2 Inclusive features in the phones, would be an affordable
solution.

Source: Own M-Inclusions analysis based in Yankee Groups Mobile and Connected
Devices Forecast Monitor January 2013.
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b) In the case of Smartphones, the OS market is dominated by four systems: Android, iOS,
Blackberry and Windows Phone, and the different inclusive features among OS
differentiate each one of them. In this sense, the Smartphones OS would be analyzed.
Nokia has led the feature mobile phones sales market in the world, even in Latam, and its
Symbian OS has been the most popular OS in basic and feature mobile phones. Nevertheless,
since a few years ago, Symbian has lost market share due to the change in the mobile devices
market landscape: Smartphones have taken more ground every day. For basic and feature
phones, Nokia with Symbian stills have a big share, but the version for Smartphones is not
very popular, therefore Nokia is turning to implement and support Windows Mobile on its
devices, however Googles Android and Apples devices are leading the Smartphones market,
and both share the 80% of the Smartphones OS market in Latam.
The Android OS is expected to dominate the market due to the wide adoption of its platform
by a large number of manufacturers. Moreover, its open-source platform is much more
attractive to developers, who have been strongly contributing to the expressive growth in the
number of applications in the Android Store.

Smartphone OS distribution in Latam countries in 20128

Android
Apple iOS
Blackberry OS
Microsoft
Symbian
Others

Brazil
59,3%
18,0%
8,1%
3,6%
7,5%
3%

Colombia
62,3%
11,0%
12,0%
2,0%
9,2%
4%

Peru
52,2%
12,4%
20,6%
2,4%
9,4%
3%

Table 11: Smartphones OS distribution in Latam.

iOSApple, Inc.
Apples iOS is an exclusive system only used in Apples devices such as iPhone and iPad. Due to
this fact, OS is only available for Apple devices, it reduces the speed at which it can be
adopted, however, this ensures the quality of the applications and the user experience
remains very high. The quality of the iPhone is the main reason for its popularity within
consumers.
INCLUSIVE FEATURES
This OS is built-in VoiceOver screen reader and zoom magnification features, as well as its
compatibility with wireless braille displays, are unparalleled in the mobile device landscape. It
is a mobile device that is both powerful and fully accessible, and can be easy use as a Web
8

Source: Own M-Inclusions analysis based in Strategy Analytics Global Smartphone


User Base Forecast.

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browser, book reader, music player and more which adds all third party apps available, such as
money identifiers, GPS tools, and bar code scanners, there seems to be unlimited possibilities
for the iPhone.
Also the device includes a highly sophisticated screen reader, full-screen magnifier and white
on black for higher contrast. For people who are deaf or hearing impaired, the phone supports
captioned video and mono audio.
Advantages

Applications: The iPhone App Store has about 300,000 applications available for
download.

Performance: Equipped with a full Web browser, rich media, fast processor, and plenty
of memory, the iPhone is one of the top phones in the industry.

Ease of Use: One of the biggest contributing factors in the success of the iPhone is that
consumers have been able to use the device easily.

Disadvantages

Closed System: The iOS is closely controlled by Apple, and this limits some
functionalities. Moreover, all the applications that can be installed on the iPhone have
to go through Apples strict evaluation before they are made available for download.

High End users: The iPhone is a High End user device, its high price made the device
not accessible for all the kind of consumers.

Android Google Inc.


Googles Android OS is open source, which allows developers to use any of the phones core
functionalities to develop an application. Android is the fastest growing OS globally, and its use
is increasing in Latin America as manufacturers launch lower-priced devices with the platform.
The lower price for the devices is one of the main purchase reasons in the Latin American
market.
INCLUSIVE FEATURES
The accessibility of the Android OS is not as advanced as the iPhone, but the accessibility of
Android continues to improve as Google and third party developers design new applications to
increase the accessibility.
The main inclusive features that Android OS includes content TalkBack, a preinstalled
accessible service proportionate by Google, which reads the devices screen, KickBack, to
assign vibration patterns to different events in the device, or SoundBack, with the same
characteristics as Kickback, but with the device sounds. These features include the addition of
a talking on-screen keyboard and an accessible virtual directional pad for easier navigation
through apps. This is extremely important, as Android phones with physical QWERTY
keyboards, directional pads, or track balls are becoming Advantages

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Cost: Android is distributed under an open-source license, so it is free for the


manufacturers and developers, reducing the price for the final users, with devices
under 100.

Application Performance: Android is built to allow equal access and performance to


any and all applications for a device.

Open Source: Android, as opposed to Apple, works on an open-source platform, which


gives users greater ability to customize a device with applications from third-party
programmers without Googles approval, which can improve the accessibility of the
device.

Disadvantages

Security: Because Android is an open-source OS, unlocking, hacking, and viruses could
pose more of a threat than for a closed-source OS.

Multiple Versions: Manufacturers tend to deploy their own customized versions of the
Android OS on their devices, which can lead to incompatibilities with certain inclusive
applications.

BlackBerry OSRIM
RIMs BlackBerry OS is a proprietary system only used in the companys BlackBerry devices.
The OS provides security and enterprise integration that has helped make BlackBerry the most
widely used enterprise device, but it has not been success among other users. The BlackBerry
OS is only available for RIM (Research in Motion) devices, which reduces the variety of
products; however, this ensures the quality of the applications and the user experience
remains high.
INCLUSIVE FEATURES
Vibrations and visual notifications allow users with hearing problems to notice all the
notifications in their devices with LED light and vibrations.
Also, most of the Blackberry devices have a physic keyboard, which joined to features such the
Clarity Theme, an interface and large text icons in high contrast for people with visual
impairments, the voice dialing and assignable ringtones offer an effective solution to people
with visual impairments.
Advantages

Security: The BlackBerry OS was designed for security in an enterprise environment.


Current consumers also appreciate that same security.

Enterprise Connectivity: E-mail, mobile Web, mobile resource management (MRM),


and LBS all work well with the BlackBerry OS.

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Variety: Although RIM has recently been more focused on providing more variety in
product lines, most BlackBerry products so far have a similar look and feel.

Disadvantages

Closed System: The Blackberry OS is a close OS, and this limits some functionalities.
Moreover, all the applications that can be installed on the device have to go through
an evaluation before they are made available for downloading.

Enterprise device: The Blackberry has been designed as an enterprise device, and it did
not make the device very attractive to other users.

Windows PhoneMicrosoft
Windows Mobile OS was long thought to be the future of the Smartphone OS, however, it has
been surpassed by both Android and iOS. Problems such licensing fees and performance
problems have led to decreased market share in recent years, and dropping it to the fifthlargest OS market share.
INCLUSIVE FEATURES
Windows Phone OS enables users to adjust the phone's theme, brightness and visual scheme
to make it easier to see the screen for people with visual impairments. To make calls, search
the web, open apps, or listen to text messages hands-free or eyes-free, Use Speech offers
different speech commands to tell the phone what to do. There are also four text sizes
available and a screen magnifier. Screen readers are well established on Windows Mobile OS.
Advantages

Microsoft Connectivity: With many enterprises using Microsoft products such as


Windows, Outlook, Exchange Server, and Windows Server, a Microsoft connectivity
advantage is built into the OS that many enterprise customers find advantageous.

Nokias purchase: Nokia still is one of the biggest handset manufacturers, and now
Microsoft has acquired the brand to commercialize Windows Phone OS on Nokias
devices.

There are many exclusive models within Nokia, mainly with innovation in the camera
hardware and software.

Disadvantages

Licensing Fees: the Microsoft licensing fee model has proven to be troublesome for the
adoption rate of Windows Phone.

Lack of Model Options: Windows recently launched Windows 8 OS. This system is
expected to have new features, and is intended to be an option for the enterprise
market.

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Market Place apps Store: There are just 200 apps available in the store, the ecosystem
needs to grow to offer better and more apps to the users.

Others Smartphones OS

SYMBIAN
Symbian has not been as successful in Smartphone as it was in features phones, and finally
Nokia is turning to Windows Phone OS. In accessibility, Symbian has proved to be a very good
option for people with disabilities, with an excellent support for screen readers and related
applications, with options from both Nokia and third parties. Nokia screen reader was
considered to be one of the most powerful screen readers in the market, which has not been
surpassed yet by the new Smartphones OS.

FIREFOX OS
The new Firefox OS strength, created by the Mozilla Foundation, is that it is an open source
platform which gives users greater ability to customize a device with applications from thirdparty programmers, and reduce considerably the price for the manufacturers, offering to lowend users devices under 100. In the next years, this OS will take ground in Latam thanks to
the reduction in price, but will compete directly with the Chinese handset running on Android.

4.3 STATE OF THE ART AND TRENDS IN MOBILE SOLUTIONS


4.3.1 SOLUTIONS FOR PHONES WITHOUT MBB ACCESS
As it has been noticed in the previous points, the coverage problems in isolated areas will be
the main restrain for the implementation of the MBB Smartphones, inasmuch as the price for
the handsets will be significantly reduced in the next years, but the mobile phone users in
these areas will still have inclusive needs that their basic phones will barely cover. In this
sense, there are two possible solutions on how to afford the inclusion needs in these areas.
On one hand, the possibility is there to cover some of the inclusive users needs through the
basic mobile network with basic phones with solutions such SMS, MMS or IVR. On the other
hand, the use of more advanced devices such as Smartphones and tablets is possible but with
the limitation of the MBB Internet access, using the powerful devices as an offline platform
which can be connected online in short periods of time and with limited Internet access points.

Basic telecommunication systems without MBB:


SMS (Short Message System): the SMS is the most popular communication system among the
mobile users without data plans, and this system is well widespread due to its simplicity for
use and low price.
The very low price made this service good to send and receive information in both ways: the
user can send a SMS asking for specific information to a telephone number properly enabled,
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and the authorities or organizations can send a SMS to a high number of users to inform them
about some specific issues: warning alarms sent for diseases or disasters, coordinate
evacuations, offer health information, inform on public issues, confirm bank transactions, send
purchase confirmations, etc
For the authorities, the procedure to send the message to the users is very simple; they can
send the message to a users database or narrow the target public to a concrete area using just
the proper tower in this area.
MMS (Multimedia Message System): A MMS is similar to a SMS, but with the added value to
embed multimedia material: images, videos and audio. The system and procedures to send
and receive a MMS is similar to a SMS, and the users and authorities can use this system very
easily. The disadvantage for users is that the price for the MMS is much more expensive than
the SMS, and this was the main reason for the low success of this system. But the possibility to
send images or videos allowed users to send more detailed information about their concerns
(i.e.: a picture of the wound) and receive more specific indications to solve the problem.
IVR (Interactive Voice Response): this system allows the customers to interact with a
companys host system via a telephone keypad or by speech recognition. IVR systems can
respond with prerecorded or dynamically generated audio to further direct users on how to
proceed in a concrete action.
The IVR System can be used for services such e-Banking (payments, transfers, transaction
history), weather forecasts, road and ice conditions, or anonymous access to potentially
embarrassing sensitive information or test results.

MBB solutions used offline:


MBB devices such as tablets and Smartphones can be used in areas without MBB coverage or
even without Internet data plans. The objective is to download the solutions in the devices
from a public access point such schools or medic centers, and uses them with the devices
offline. It would be possible to use most of the solutions without Internet access, but other
solutions like medical or learning applications, which will need to update the users profiles,
have to be connected to Internet each few days in order to value the achievements, advice the
next steps or suggest corrective actions to them. In this case, the publics fixed Internet access
points offered by local or regional authorities would be the key for the inclusion of these core
groups.

4.3.2 SOLUTIONS FOR PHONES WITH MBB ACCESS


With the arrival of the MBB, with fast and cheap Internet connections, and the Smartphones,
with the ability to perform more complex processes, the mobile applications are widely
popular among mobiles users.
The use and penetration of Smartphones in society is leading the growth of new applications
such as in voice- and motion-activated applications, widening the utility of these devices, and
made them more accessible to all the users, regardless their needs. Apps with new features,

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taking advantage of the Smartphones capabilities, can improve the life quality for the MInclusion core users groups, and enable the use of the phone in wide new situations.
These applications can use the Smartphone hardware features such as the camera for
magnifying or video-conference, the GPS for geo location, or just the microphone and speaker
to use it for text-to-speech, speech-to-text or voice activated features, the vibration system, or
just the Internet access to be 24/7 connected.
Apps Downloads are accounted by millions, and the accessible apps can have a share in this
lucrative segment.

Leading mobile app stores (December 2012)9

App Store

Apps

Downloads

OS support

Apple App Store


Google Play
Nokia Store
BlackBerry World
Windows Phone
Store

775,000
760,000
120,000
120,000

39.5 billion
29.5 billion
7.0 billion
4.0 billion

iOS
Android
Symbian and Asha
BlackBerry OS

130,000

1.0 billion

Windows Phone

Table 12: Leading mobile apps stores Berg Insight

Apple and Google are the clear leaders in apps stores and downloads, since they were
pioneers launching their markets in 2008. Microsoft's current app store was launch in late
2010, but has seen its biggest upgrade with the launch of Windows Phone 8 in late 2012.
Research in Motion launched App World in early 2009 but has continued improving it since
then. Nokia has started gaining more traction with its Nokia Store with the launch of its Asha
low cost Smartphones line in 2011, aimed at users who are looking to spend a small amount of
money on a phone, yet want all the basic features of a Smartphone.
New competitors such Firefox OS, new in the OS market, or Tizen, not even launched yet,
would have much ground to make up to compete with iOS and Android's hundreds of millions
of devices installed based on users buying from their app stores, but each one of them are
taking unique approaches to win developer support.

4.3.3 APPS SITUATION IN LATAM


Although Smartphone penetration in Latam is still not very high, the applications downloaded
in 2012 were up to 4 billion. In 2012, developers accounted for estimated revenue of
260,000 million. It is forecasted that downloads in mobile applications will exceed 10 billion in
2017 with an estimated revenue of 1.3 billon. A share of these revenues will come from the
in-app advertisements, so the uses of the application will not suppose a high payout for the
users, being affordable for users with lower incomes. It is clear that mobile applications are
and will be a profitable market for developers in Latam, and due to the forecasted
Source: Own M-Inclusions analysis based in Berg Insights Leading mobile apps
stores.

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Smartphone penetration and the high number of potential users, people with disabilities,
chronic patients and low-income populations, the developers should focus in covering the
specific needs for these groups, and expect a revenue for their work.

Latin American Apps Market evolution and forecast10

Latam
Mobile apps downloads
(units)
Direct revenues (): paid by
the user for purchase,
subscription, etc.
Advertisement revenues
(): paid for including ads
into the apps
Total revenues ()

2010

2011

2012

2013

2014

2015

2016

2017

460

2.070

4.810

6.330

8.090

9.930

10.490

10.830

10

60

150

270

400

650

810

950

20

50

110

150

220

290

320

350

30

110

260

420

620

940

1130

1300

Table 13: Latin America apps market evolution*thousands of millions

Source: Own M-Inclusions analysis based in Berg Insights Latin America apps market
evolution

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5. ANALYSIS
Analysis is the main point in this document. In this part of the document, a deep analysis of the
previous technologies identified will be completed, including trends and roadmaps, pointing
out the path that the technology will follow in the core countries in the next years. Although,
barriers and opportunities, which will restrain or encourage the change in the area, are
included, it will provide readers with a full view of the possible changes in the social inclusion
through mobile technologies that can appear in Latam in the next years.
In this section of the document, the extensive analysis of the End-Users needs made in D4.3
will be matched with the analyzed solutions identified in D5.1. This analysis will result in a
User-needs-Technological solutions matrix, where actual solutions will be applied to cover
specific needs of End-Users.
These analyses are exclusively made by the authors of this document, and represent a
hypothesis of the future trends in technologies, barriers or opportunities. This analysis has to
be taken just as a guide for the readers.

5.1 MOBILE TECHNOLOGIES ANALYSIS


These are the analyses or results extracted from the state of the art made in the previous
points in technologies, including telecommunications, hardware, software and solution. The
roadmaps included in this point are a reflection of the analysis and how the evolution is
speculated from the point of view of the writers of this document.

5.1.1 ANALYSIS IN TELECOMMUNICATION TECHNOLOGIES


Trends in technologies and coverage
Trends in the mobile penetration for Latam show that the number of mobile subscriptions will
continue to grow up faster than the population, increasing the mobile penetration in the
period between 2013 and 2017 in almost 4%. The population in the region will grow up to 626
million, while mobile subscriptions will grow up to 772 million, with a mobile penetration of
123%11.
The 3G and 4G standards will be the main leverages for this growth in the region. In 2017, the
number of Smartphones based in 3-4G standards, will be increased and be more than double
the amount of actual devices, supposing more than 2/3 of the total handsets in the Latam
region. The mobile coverage deployment will help with the growth of the penetration and the
Smartphones shipments, and this growth is one of the main boosts for the development of the
information society looking for a complete inclusion experience for all the population.
These trends in penetration, mobile coverage and Smartphone shipments are similar in the
target countries of this report, but with substantial differences.

11

See table n8.

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In Brazil, the growth percentage of Smartphones by 2017 will be bigger in quantity than in the
rest of Latam, up to twice the number of Brazilian Smartphones in 2012. But despite this
growth, the number of the MBB handsets deployed will still be less than the average in Latam
(71%); see table No. 14 below. Two factors have to be taken into account to explain why in
Brazil the percentage of deployed Smartphones is lower despite the fact they have the
stronger growth share in Latam: the mobile penetration in Brazil will continue to be higher in
the Latam area, reaching 1.5 phones per capita in 2017, with the consequent growth of
devices shipments on the market, however, problems in MBB coverage (3-4G) in remote areas
will concentrate the Smartphones shipments in the Atlantic-coast areas, when the 2G devices
will dominate the most remote areas in the Amazon, being a big share of the total handsets in
the Brazilian market.
The trends in Peru and Colombia are very similar: the growth of Smartphones between the
years 2013-2017 will be around 90%, nearly doubling the current number of Smartphones,
accounting 70% of the total devices in these countries. Given the trends towards lower prices
in MBB devices (see section Smartphones device sales forecast); it is assumed that the
percentage of 2G phones will be due more to coverage problems in remote areas such as the
Amazon rather than to difficult access to devices, as in the case of Brazil.
From the point of view of social inclusion through technology, the possibilities associated with
the massive introduction of Smartphones in society are extremely high for areas and users
concentrated around urban areas, where it is possible to access proper coverage. However,
for remote areas where it is just 2G coverage accessible, and in the case of users with very lowincomes which cannot access the cheapest Smartphones devices, the solution consist in the
use of 2G devices, with a limited user experience and limited inclusive solutions based in
warnings and alerts via SMS. This is duly analyzed in section Analysis on Mobile Solutions.
To avoid the mobile coverage problems in rural or isolated areas, and also with the objective
to provide MBB coverage with 3G and 4G standards, new technical improvements have been
studied in the last years. One of the most important improvements in this sense could be the
femtocell technology. Femtocell technology is based in the installation of small, low-power
cellular base station, which is connected to the fixed MBB line. This technology provides the
isolated population the possibility to use mobile devices where otherwise access would be
limited or unavailable...

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MOBILE PENETRATION FORECAST 2013-201712

LATAM

Population
Mobile subscriptions
Mobile Penetration
N
Smartphones
% of
Smartphones

BRAZIL

Population
Mobile subscriptions
Mobile Penetration
N
Smartphones
% of
Smartphones

COLOMBIA

Population
Mobile subscriptions
Mobile Penetration
N
Smartphones
% of
Smartphones
Population
Mobile subscriptions
Mobile Penetration

PERU

N
Smartphones
% of
Smartphones

2.013

2.014

604.600
716.291
118,5%

611.300
739.110
120,9%

303.050

YEAR
2.015

2.016

2.017

Growth

616.400
755.234
122,5%

621.600
764.273
122,9%

626.900
771.725
123,1%

3,69%
7,74%
3,88%

372.302

440.291

498.726

549.316

81%

42,3%

50,4%

58,3%

65,3%

71,2%

198.000
274.446
138,6%

199.492
284.136
142,4%

199.500
289.641
145,2%

199.500
294.051
147,4%

199.500
297.429
149,1%

0,76%
8,37%
7,58%

96.755

122.893

148.732

172.803

194.075

101%

35,3%

43,3%

51,4%

58,8%

65,3%

47.200
50.469
107,0%

47.700
51.599
108,1%

48.300
52.610
109,0%

48.800
53.044
108,6%

49.400
53.446
108,1%

4,66%
5,90%
1,03%

19.879

24.700

29.615

33.832

37.528

89%

39,4%

47,9%

56,3%

63,8%

70,2%

30.900
37.858
122,3%

31.400
39.374
125,3%

31.900
40.569
127,1%

32.400
40.969
126,4%

32.900
41.293
125,5%

6,47%
9,07%
2,62%

15.170

18.968

22.864

26.055

28.869

90%

40,1%

48,2%

56,4%

63,6%

69,9%

Table 14: Mobile penetration forecast 2013-2017. *Thousands of units/population. **Smartphones: phones with
3G-4G standards.

Source: Own M-Inclusions analysis based in Yankee Groups Latin American Mobile
Forecast March 2013.
12

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ROADMAP 1: GENERATIONS EVOLUTION IN MOBILE TELECOMMUNICATION


This Roadmap contains the logic evolution and trends in mobile technologies for
telecommunications, and how these technologies will contribute to the social inclusion
through the technical characteristics of each one of the mobile Generations.
Tech.

Present (2013)

Short-term (1-2 years)

Long-term (5 years)

1G

Actually, 1G standard is almost


gone. There are still some Still some residual handsets,
None
devices but there are not more difficult to account this small share.
than something residual.

2G

Until newer standards such as


3G-4G dont spread to the most
isolated areas, 2G technology
represents a big share in Latam
continent, mostly concentrated
in isolated areas and lowincome sectors, representing
around 2/3 parts of the total
handsets.

Price reduction in Smartphones will


boost the new standards adoption
by users. In the short term, the
share in 2G devices will be reduced
to half of the total devices in
Latam. This reduction will be more
noticeable in the mid-term.

In the next few years (2017), 2G


devices will represent less than a
3rd part of total handsets. Due to
the price reduction in
Smartphones, these long-term 2G
devices will be concentrated in
isolated areas with no 3G
coverage.

3G

Nowadays, 3G standard is
widespread
in
Latam,
representing a 3rd share of the
total handsets deployed. Almost
all 3G devices are concentrated
in main towns around the
coasts, with just few exceptions
in main cities within the
countries.

In the short term, Smartphones


devices will represent half of the
total devices, improving its
presence considerably in more
isolated areas within the continent,
massifying the MBB penetration in
Latam.

Price reduction and widespread


coverage
will
boost
the
Smartphones penetration. In the
mid and long-term, MBB devices
will almost dominate the market,
but 3G devices will share its
success with new 4G standards.

4G standard has started to be


deployed in Latam in the last
few months, and yet it is not
very popular among MBB users,
representing just a residual
share in the main cities.

Operators will invest in the


penetration of 4G standards in the
Latam region, but a mass
widespread of this technology is
not expected in the short-run due
to the higher price of the 4G
devices compared with 3G devices.

Once the 3G becomes the


dominant technology in Latam,
high-End users will migrate to 4G
standards, with coverage in the
main towns, but the price of the
devices and the relative limited
coverage, will stand as a barrier for
the core group targeted in this
project.

4G

Roadmap 1: Generations evolution in Mobile Telecommunication

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5.1.2 ANALYSIS ON DEVICES AND SOFTWARE


FORECAST IN THE MOBILE MARKET SHARE IN LATAM13
Since the introduction of the Smartphones in the market in 2007, the feature phones have lost
some ground and millions of users have moved to the MBB devices, but the high sale price for
the Smartphones devices made them practically inaccessible to the M-Inclusion core groups.
Despite the increasing Smartphone penetration in the Latam market, and the huge amount of
inclusive application rising in the market every day, it is forecasted that feature phones users
would still represent around a third part of the total LIS in Latam in 2017 (see table 9), and
these users would still need inclusive solutions to reduce the technological breach in the Latam
society.

LATAM

Mobile LIS
Feature phones
%
Smartphones
%

BRAZIL

Mobile LIS
Feature phones
%
Smartphones
%

COLOMBIA

Mobile LIS
Feature phones
%
Smartphones
%

PERU

Mobile LIS
Feature phones
%
Smartphones
%

2.013
716.291
413.300
58%

2.014
739.110
366.599
50%

YEAR
2.015
755.234
314.933
42%

303.050

372.302

440.291

498.726

549.316

42%

50%

58%

65%

71%

274.446
177.567
65%

284.136
161.105
57%

289.641
140.766
49%

294.051
121.149
41%

297.429
103.208
35%

96.755

122.893

148.732

172.803

194.075

35%

43%

51%

59%

65%

50.469
30.584
61%

51.599
26.883
52%

52.610
22.991
44%

53.044
19.202
36%

53.446
15.927
30%

19.879

24.700

29.615

33.832

37.528

39%

48%

56%

64%

70%

37.858
22.677
60%

39.374
20.396
52%

40.569
17.688
44%

40.969
14.913
36%

41.293
12.429
30%

15.170

18.968

22.864

26.055

28.869

40%

48%

56%

64%

70%

2.016
764.273
265.203
35%

2.017
771.725
222.257
29%

Table 15: Forecast in the mobile market share in Latam. Thousands of units

Own M-Inclusions analysis based in Pyramid Researchs Latin American Smartphone


distribution.

13

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Despite the mentioned restrains for the penetration of Smartphones in Latam mentioned in
the previous point, the number of MBB devices in the next years will more than the double, as
it can be seen in the table below, and it is explained by:

The increased popularity of applications among the youngest mobile users.

The advantages of messaging services and social networks, which will keep you
connected and reduce the payment bill.

The increasing need for mobile connectivity, people need to be connected 24/7.

The production of low-cost devices, which stimulate the popularity for the devices in
Latin America

The Smartphone is the most versatile device, which combines the phone
communication possibilities with portable media players, handheld gaming devices
and digital cameras. This fact enables users to partially transfer to Smartphones the
money saved in additional gadgets. Smartphone

Smartphones Devices Sales Forecast 2012-201714

SMARTPHONES DEVICES SALES FORECAST


2012

2013

2014

2015

2016

2017

Total sales
2012-2017

BRAZIL

24.917

31.552

39.922

46.750

53.678

62.867

234.769

COLOMBIA

6.297

8.436

12.038

15.527

18.175

19.370

73.546

PERU

4.134

5.039

6.070

7.487

9.431

11.343

39.370

LATAM

94.877

120.065

147.450

172.209

193.694

215.214

848.632

Table 16: Smartphones Devices Sales Forecast 2012-2017. Thousands of units.

EVOLUTION IN THE RESTRAINS


The MBB coverage would stand as an important barrier for the wide penetration of
Smartphones in Latam countries, because despite of the new technologies development and
the programs boosted by governments for the implementation of universal services, most of
the areas beyond the main cities and the coast would remain without coverage, due to high
economic investment and the difficulties in infrastructure deployment. This problem will be
study deeply in point Barriers from a technological point of view.
Although, consumption habits for prepaid plans will remain constant in the next years as it is
shown in the table below. It can be noticed that the uses of prepaid plans will decrease some
percentage points until reaching 70% of the total lines in some countries, but still this
percentage will remain very high. These consumption habits restrain the penetration of the
Smartphones in the Latam society, and although the high percentage of prepaid plans will

Own M-Inclusions analysis based in Pyramid Researchs Latin American Smartphone


distribution.

14

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remain to be high, the reduction in price of the handsets will drive the popularization of the
use of these devices.

FORECAST PREPAID Y POSTPAID LINES IN LATAM, 2013-201715


TRENDS PREPAID Y POSTPAID
Total lines
Prepaid
% Prepaid
Brazil
Postpaid

Colombia

Peru

2013
274.446
217.523

2014
284.136
223.373

2015
289.641
225.361

2016
294.051
226.828

2017
297.429
226.128

79,3%

78,6%

77,8%

77,1%

76,0%

56.923

60.763

64.280

67.223

71.301

%Postpaid

20,7%

21,4%

22,2%

22,9%

24,0%

Total lines
Prepaid

47.200
37.645

47.700
37.870

48.300
38.160

48.800
38.351

49.400
38.652

% Prepaid

79,8%

79,4%

79,0%

78,6%

78,2%

Postpaid

9.555

9.830

10.140

10.449

10.748

%Postpaid

20,2%

20,6%

21,0%

21,4%

21,8%

Total lines
Prepaid

30.900
23.294

31.400
23.419

31.900
23.587

32.400
23.799

32.900
24.054

% Prepaid

75,4%

74,6%

73,9%

73,5%

73,1%

Postpaid

7.606

7.981

8.313

8.601

8.846

%Postpaid

24,6%

25,4%

26,1%

26,5%

26,9%

Table 17: Forecast prepaid y postpaid lines in Latam, 2013-2017. Thousands of units

PRICE DECREASE WILL BOOST THE SMARTPHONE PENETRATION


The worldwide Smartphone market is changing, affecting the Latam Smartphone market
directly. In this change, the customers have been segmented into three main sub-groups with
different needs, and there is enough room for customer with less exigencies and willing to
spend just a few euros in a MBB device.
1. High-End: This segment has higher margins, higher brand exposure with a strong
customer relationship.
2. Medium-Range: This segment is a high-growth less competitive segment, and has a
low-level of marketing investment.
3. Low-End: This is a very high growth segment, with a low-level to zero level of
marketing investment, simpler handset design, with a quick deployment into the
market.

Source: Own M-Inclusions analysis based in Pyramid Researchs Latin American


Smartphone distribution

15

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600

Average selling price (EUR)

These market segmentations


have
leverage the introduction of low cost
500
Smartphones in Latam, which has enabled
the reduction of the average selling price,
400
pushed down thanks to the economies of
scale and competition. The average selling
300
price for Smartphones devices has
experienced a reduction in half of the
200
price for the last 4 years, since 600 in
2007 to less than 300 in 2011. (See figure
100
6). The developing-market Smartphones
shipments growth in 2013 in the next
0
2007
2008
2009
2010
2011
years will come from lower-price-tier
All handsets
Smartphones
Smartphones.
The
Smartphone
Figure 6: Average selling price worldwide by handset
opportunity in markets such as Brazil,
category, 20072011. Analysis Mason, 2012
Colombia, and Peru, where Smartphone
population penetration is still low, is considerable, and competition among the producers to
enable Smartphones with prices under 100 will intensify in 2013. Android will be the
dominant platform thanks to the Chinese manufacturers, but Firefox OS and others will try to
challenge this scenario.
Chinese manufacturers expanded their presence in Latin America in 2010, and they became
prominent in the low-end Smartphone segment in 2011, growing faster in Brazil, Colombia,
Mexico and Venezuela. Huawei, Lenovo, and ZTE have burst on the Smartphone scene in the
emerging markets, selling more units than dominant manufacturers as BlackBerry or Nokia
sold before. The success of these companies is built on sales of low-cost Smartphones to less
wealthy consumers. A deeper focus on opening up the market geographically to large, but
under-penetrated countries is what separates Chinese manufacturers from their international
rivals. The price will become the central consideration for new buyers in Latam, many of whom
are substantially less wealthy than current owners. In this sense, Chinese manufacturers,
specializing in low-cost Smartphones, are well positioned to be the big winners of the market's
next growth phase, targeting low- and middle-income consumers. It is certain that there is
potential for other new players to seize devices and platform market share, such the Mozilla
OS, also focused in the low incomes sector, with devices under 100, or Nokia low-costs
Smartphones Asha, which has the intention to retake his position as one of the most
important manufacturers.
The Latin American Smartphone market is expected to reach 215 million shipments by 2017,
with penetrations of two third of the total lines in use, the lower prices and the expansion in
the Mobile Broadband by the operators investments networks will contribute to increase this
demand for Smartphones. But from the point of view of social inclusion of the M-Inclusion
core groups detected (people with disabilities, chronic patients, people with low incomes, and
from isolated areas), we have to highlight that despite of the reduction on the price of mobile
devices and the effort in the network deployment, the population isolated areas would not
have access to MBB technologies. As it is explained in previous points, in remote areas as the
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Amazonas, far from the coast and the main cities such as Manaus or Santerem, it would be
impossible to have access to MBB, and in many cases, to mobile coverage services in the next
years. The solution in these cases passes through systems and solutions working in feature
phones with basic or non-access to Internet services, or in remote cases, for offline usage of
the devices, as was previously mentioned in point Solutions for phones without MBB access.

FORECAST IN THE TABLETS MARKET SHARE IN LATAM


It is forecasted that in Latam the tablet shipments would double from 11.7 million of units in
2012 to over 28 million of units by 2016. Both the mobile connected and just Wi-Fi-enabled
tablets will also grow more than double, but the proportion between just Wi-Fi enabled and
the connected will decrease due to the boost of 3 and 4G technologies. This forecast will
remain constant in the 3 target countries that are analyzed.

Tablets sales forecast in Latam, 2013-201616

Average selling price ()


Total sales*
LATAM

Connected*
Wi-Fi*
Total sales*

BRAZIL

Connected*
Wi-Fi *
Total sales*

COLOMBIA

Connected*
Wi-Fi*
Total sales*

PERU

Connected*
Wi-Fi *

2013

2014

2015

2016

215,41

184,61

161,86

157,94

12.705
3.046

18.414
4.867

23.523
6.734

28.014
8.582

24%

26%

29%

31%

9.660

13.547

16.788

19.432

76%

74%

71%

69%

3.860
1.072

5.150
1.552

6.268
2.016

7.273
2.468

30%

32%

34%

30%

2.788

3.598

4.252

4.805

72%

70%

68%

66%

609
140

930
244

1.219
353

1.468
462

26%

29%

31%

26%

468

686

865

1.006

74%

71%

69%

74%

598
124

914
217

1.196
313

1.444
409

24%

26%

28%

24%

474

697

884

1.034

76%

74%

72%

76%

Table 18: Tablets sales forecast in Latam, 2013-2016. *Thousands of units.

16

Source: Own M-Inclusions analysis based in Yankee Groups Mobile and Connected
Devices Forecast Monitor January 2013.
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In the case of Smartphones sales forecast, tablets sales in Latam will be boosted by the
reduction of price thanks to the mass introduction of low cost devices from Chinese
manufactures, principally based on Android OS. Due to the price of MBB services, most of the
tablets shipments (around 75%-70%) in the next following years would be Wi-Fi enabled
devices, to be connected at home or at work.
As it was seen before there are a lot of capabilities of inclusion through these devices even
without MBB Internet access or telephone connection, downloading the required information
online and using the device offline. Inclusive services such as e-Learning at the school, e-health
at home or clinics, e-enabling at the office, etc., which are services provided in smart devices
by fixed Wi-Fi Internet connection.

ROADMAP 2: DRIVERS FOR MBB DEVICES PENETRATION IN LATAM


There are identified drivers that would boost the penetration of Smartphones and Tablets in
Latam region. Each driver would have a different impact over the penetration, which will
evolve from now until the long run (approx. 5 years), and obviously, there are some drivers
with much more impact both in the short and long-term than others, with less potential to
boost the penetration.

Driver
The number and quality of applications is one of the most important
drivers in the devices market.
Network investments increase capacity and offer higher speeds in 3G
and 4G.
Popularity of instant messaging, social networking, and other datarelated services.
Mobile connectivity is becoming indispensable for personal and
professional needs
Popularity of devices in Latin America with lower average selling price
(ASP), where price is still considered the main factor affecting the
customers purchase decision
Increasing production of devices in Latin American countries
contributes to reduced costs and taxes

IMPACT
Short-term
3 years

Long-term
5 years

High

High

Medium

High

High

Medium

Medium

Medium

Low

High

Medium

Medium

High

High

Medium

Medium

Low

Low

Actual

Roadmap 2: Drivers for MBB devices penetration in Latam.

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ROADMAP 3: EVOLUTION IN TRENDS FOR SMARTPHONES AND TABLETS


This Roadmap outlines the evolution in the MBB devices, features or trends and how it will
impact the users decision at the moment a MBB device is acquired.
IMPACT

TRENDS

Short term
(1-2 years)

Long Term
(5 years)

Voice Control: Manufacturers and developers are investing heavily in


building applications capable of comprehending voice controls. With the
growing usage of Smartphones in various situations, such as listening to
music or driving a car and more importantly users with also some kind of
disability, voice-controlled commands are an important feature and a key
differential in the near future.

High

High

Convergence: Electronic manufacturers are investing in systems that


enable the convergence of TV, radio, and other electronics equipment
with mobile devices, such as tablets and. This convergence will allow
better integration of people with physical impairments in society and a
better control and understanding of what surrounds them. However, a
standard system is necessary in other industries to enable mass
convergence.

High

Medium

Integrated GPS and Assisted GPS (A-GPS): Integrated GPS is rapidly


becoming a must-have feature on nearly all the connected devices. AGPS enhances the start-up performance of a GPS, allowing quicker
location tracking, important in emergencies situations. The most
compelling part of an integrated GPS device is the ability to use locationbased services (LBS), and mobile resource management (MRM) products
and services.

High

Medium

High-definition Cameras and Video Phones: high-definition cameras are


becoming the industry standard due to the integration with TV; the
phones usage as a primary photo device; and video communication
applications, such as VoIP applications, which can save some money to
the users with tight pockets.

High

Medium

Accessories: As designs are not expected to change significantly, demand


for Smartphone and tablets accessories is expected to grow as they
provide options for customizing and differentiating handset formats and
designs from other devices. These accessories are not just limited to the
visual improvement, but also to the improvement of capabilities and
accessibility.

Medium

Medium

Roadmap 3: Evolution in trends for Smartphones and Tablets

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INCLUSIVE FEATURES FOR THE DEVICES


To make a mobile device inclusive without discriminating between different users capabilities,
a device must take into account the inclusive features needs from each user. Depending on the
disability, the users would need different features such as voice control, hearing menus, etc
as it can be seen in the table below:

Analysis of inclusive features in mobile devices according to user capabilities

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Mobility
Impaired

Cognition

Visually
Impaired

Audio, Visual and Vibrating Features: Possibility to assign specific


audible, visual, and vibrating alerts for functions like incoming calls or
messages, calendar events, and confirming keyboard inputs.
Bluetooth, Loopsets, Neckloops, or Silhouette Compatible: Cell phones
may be compatible with some Hearing Assistive Technology
(HAT) accessories like neckloops, inductive silhouettes or headsets.
Closed Captioning: Some wireless devices may support playback of open
captions, closed captions and subtitling. When available, captions
appear onscreen just like the closed captions on TV.
Hearing Aid Compatible: Many wireless devices are rated for hearing aid
compatibility (HAC) for voice calls.
Hearing Aid Menu: The telecoil function on some phones requires user
activation.
Text Communications: Text-based communications like e-mail, short
message service (SMS), instant messaging (IM) and other messaging
services are vital for people who are deaf or hearing impaired.
Video Conferencing: The ability to use cell phones for two-way video
conferencing services depends on the phone's capabilities and speed
of available wireless service.
Visual Displays to Indicate Call Functions: Some phones use visual
indicators like written characters, icons or flashing lights on the display
screen to show the phones status.
Voice Output: Voice Output features speak to you with information
like battery level, Wi-Fi and cellular network signal levels, incoming
calls, messages and contacts.
Volume Control: Most phones allow you to adjust the loudness of a
ringer or speaker when talking on the phone.
Alternate formats: If information and billing can be provided in
alternate formats like Braille, large print and audiocassette

Hearing
Impaired

MOBILE DEVICE INCLUSIVE FEATURES

Speech
Impairments

DISABILITY

X X

X
X
X
X
X
X
X

X
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Braille Keyboards: Some Braille keyboards connect with wireless devices


via Bluetooth technology to allow users to write e-mails and text
messages.
Magnifiers: Use a phones built-in camera or magnifier software to
zoom-in on written text or objects.
Tactile Keys: Specially marked keys help to position the fingers for
specific functions like volume control, on/off, shortcuts for speed
dialing, assignable ringtones, and alerts or automatic answering.
Automatic Responses: Wireless devices may be programmed to
automatically answer or redial certain calls or messages.
Hands-free or One-Touch: Get a hands-free device with a speakerphone,
or assign certain functions to one button for dialing or other preprogrammed functions.
Intelligent Keyboards: Text-based features may have intelligent
keyboards or auto-spell features that appear only when you need it and
display a keyboard appropriate to the task youre performing.
Customizable and Standard Displays: Adjust a wireless devices screen
for better contrast, illumination, larger font size, and to zoom in and
magnify. Also assign icons or images for functions like caller ID.

X
X
X

X
X

Table 19: Analysis of inclusive features in mobile devices according to the users capabilities

With the objective to help people with disabilities choose the phone that better fits their
accessibility requests, the GARI Project (Global Accessibility Reporting Initiative) has designed a
complete database to help consumers learn more about the various accessibility features of
mobile phones and to help them identify phones with features that may assist them with their
particular needs. The database includes the possibility to filter the available mobile phones by
physical features of the device, features assisting people with mobility/dexterity impairment,
with vision impairment, with hearing/speech impairment or with cognition impairment. To see
the GARI database follow this link: http://www.accesswireless.org/Find/Gari.aspx

5.1.3 ANALYSIS ON MOBILE SOLUTIONS


Forecast in Apps
Consumers are getting used to access popular web services and expand the functionality of
their devices through apps. This popularity will increase the total number of app downloads
each year until reaching 10 billion downloads in 2017 (as seen in table 13, section Apps
situation in Latam). In terms of inclusion and as an advantage for lower income sectors, it is
supposed that there will be a long-term downward trend in the price of the application due to
massive inventory, international expansion, and increased competition, but due to the number
of final users, developers will still have profit developing mobile applications.
Other main drivers in the reduction of the apps price will be the web apps based on HTML5. A
web app is an application which can run directly within a HTML capable browser independent
of the mobile Operating System. The user experience with web apps is increasing thanks to
HTML5 which can access the cache memory and enable these apps to run even if the phone is
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offline, or to access other hardware features such as GPS, compass, accelerometer, audio and
video playback, etc. As some developers realize that they don't need all the latest APIs on a
device to create a compelling app they will move to an HTML5 environment, which will end
with a current need to adapt each app for a wide range of completely different Operating
Systems. With HTML5 a developer will just develop an application in this language, making it
easier to build port and maintain apps for several mobile platforms simultaneously, and reduce
the final price for the apps users.
One of the main restrains in the mass use and penetration of mobile apps in Latam is the low
mobile app banking system penetration rate of the population. Due to the need to provide a
credit card to purchase mobile apps, this market is facing a restrain in its development and
profit. To boost the mobile apps purchase, operators are including in its business model the
possibility to charge the price of the application into the mobile bill, easing the purchasing
process for the users and boosting the mobile apps market.

ANALYSIS FOR THE INCLUSIVE SERVICES THROUGH MOBILE PHONES: THE


SOCIAL IMPACT OF THE MOBILE SOLUTIONS
This analysis was made in Deliverable 5.1 Benchmark in technological solutions, where
available M-services provided by mobile technologies were analyzed taking into account the
social impact in the project core groups. These services can be named as inclusive services due
to the inclusive possibilities offered.
These services should be provided to end-users through the development of mobile
applications or solutions working in the mobile devices, thats why developers should take into
account these current directives to develop their applications:

M-HEALTH
The mobile health market comprises a wide range of services and applications that leverage
mobile communication and devices to provide healthcare services and achieve health
outcomes. Based on the desired impact of the services and applications in achieving specific
health outcomes and considering the skills required to deliver them , mobile health services
can be categorized into two different focus areas: Solutions across the Patient Pathway,
which entails services and applications that are used directly by individuals, typically patients,
and Healthcare Systems Strengthening which comprises solutions that do not interact directly
with patients, but are aimed at improving the efficiency of healthcare providers in delivering
patient care.

M-LEARNING
Mobile learning or mobile education (M-learning or M-education) is defined as all forms of
education, in which the teacher and the learner are physically separated from one another by
space or by time, and it is enabled by the use of little, portable, handy wireless devices, such as
Smartphones or tablets. The advantages of M-learning are many such as interactions between
the user and the instructor, portability of the content, collaborative space for the different
users and instructors and autonomy. Mobile solutions could be used across the educational
system to increase the quality and the access to information for M-Inclusion focus groups.
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M-BANKING
Based on the foregoing terms, mobile operators have the potential to provide affordable
financial services to poor-income brackets by leveraging their own distribution networks and
existing financial infrastructure. LATAM is now turning towards mobile banking as a solution
to connect lower income and remote customers to banking services. However, it presents
several challenges that will have to be confronted.

M-AGRICULTURE
M-Agriculture describes the improvement of agricultural, farming and rural development
through enhanced communication information processes, and involves the conceptualization,
design, development, monitoring, assessment and application of inventive methods to use
Information and Communication Technologies (ICTs) in the rural and developing areas of the
world with a primary focus on agriculture. The M-agriculture applications are focused on
minimizing the risk of exclusion for remote populations by providing them access to
information they need by not travelling long distances to obtain.

M-SHOPPING
Mobile shopping may be defined as the use of mobile devices to pay for goods or services
either at the point of purchase or remotely. The M-shopping is rapidly approaching the
business forefront, and the conduct of commercial and shopping transactions over portable
wireless devices is becoming a dominant force in society. In developing countries mobile
payment solutions have been deployed as a means of extending financial and commercial
services to low-income and isolated communities, also known as under-banked.

M-WORKING
Teleworking can be described as working from a distance with the support of information and
communications technology (ICT). By overcoming the barriers of space and time, teleworking
or telecommuting may help to increase the international competitiveness of developing
regions in today's information age. It is also believed that with the 'end of geography',
teleworking could and would reach the traditionally disadvantaged groups, such as disabled
and low-income groups, as well as to those in rural communities, bringing about a more
sustainable development in society.

M-ENABLING
In the midst of the mobile communications revolution, populations of persons living with
disabilities have been frequently left out due to accessibility factors: lack of alternative
communications for persons with visual or hearing impairments, complex human interfaces
which increase the difficulty for persons with cognitive impairments or learning disabilities, or
complicated handset ergonomics for persons with physical disabilities. The development of
mobile accessibility (M-enabling) technologies has allowed a greater degree of independence
and new ways to communicate. Tools such as assistive mobile apps, handsets, web services
and other cutting-edge technologies provide access to numerous opportunities for those with
disabilities.

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M-GOVERNMENT
Mobile communication devices are starting to appear as solutions to improve the efficiency of
government services in LATAM. Mobile operators can help regions by providing governments
with unified communications. Mobile operators and their services have also allowed NGOs and
governments to provide disaster relief as well as communicating early warning of potential
disasters to communities at risk, providing provision of emergency relief (health assistance,
food, shelter, fuel, financial support etc.) or communicate with relatives immediately after
natural disasters.

ROADMAP 4: EVOLUTION IN APPS IMPACT


Mobile apps characteristics will evolve in time along with new technologies, business models
and features, and this evolution will impact directly in both users experience and apps price.
Core groups would benefit by these changes with more inclusive apps at more affordable
prices. Drivers for Apps massification would have different impact in time, and developers
should take the drivers into account to improve the penetration of its apps in the market:

Driver

Actual

IMPACT
Short-term
(3 years)

Price of the apps: The price for the application has decreased
considerably in the last years, and the price reduction will
continue to be an impact driver in the apps popularization,
although the impact will decrease in time.

High

Medium

low

Business models: Free business models for apps monetization


will become more important in the apps mass penetrations,
although mix business models combining fermium and
premium business (subscription, in-app payment) are taking
some ground.

High

High

Medium

HTML5: Interoperability provided by HTML5 language will


boost the apps penetration thanks to the low cost of
development in any platform and the price reduction for the
final user.

Medium

High

Medium

In Bill payments: Will allow the Latam population to purchase


apps in an easy and fast way despite the low banking
penetration.

Medium

Medium

Low

Inclusive M-Services: The inclusive services offered by the


mobile technologies will boost the social inclusion in the next
few years, and once new technologies would appear, more
exclusive gaps would be covered by these technologies.

High

High

High

Long-term
(5 years)

Roadmap 4: Evolution in Apps impact

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5.2 BARRIERS FROM A TECHNOLOGICAL POINT OF VIEW


5.2.1 LACK OF INFRASTRUCTURES
Infrastructure restrictions
As it has been noticed above, infrastructure restrictions is a common point in Latam, and more
specifically in the 3 targeted countries like Brazil, Peru and Colombia, due to the fact these
countries host a large number of isolated areas such as jungles, rain forest, and flooded
savannas. In the figures 1, 2, 3 and 4 geographical maps, the difficulty to deploy
infrastructures in these ecosystems is acknowledged. At the moment, almost 100% of the
municipalities in these isolated areas are covered with 2G technology, but 3G MBB Internet
access coverage is not available in most of the isolated populated areas, and 4G has been
deployed just in the main cities of the countries.
Despite of the governmental regulations targeted to provide universal Internet access services
to the population, the deployment is still advancing slowly due to other regulatory issues such
as the Spectrum actions, or the multiple and disseminated local regulations, which are detailed
below.

Infrastructure regulations
In Brazil, despite of the complex deployment of infrastructures in remote areas such as the
Amazonas, infrastructure regulations do not help the deployment of the technology, since
there is a multiple of uncoordinated regulation and limits based on stations and antenna
installations. Permissions from local and federal authorities, which often take a long-time to
approve, might make infrastructure investments not operational for over a year. These
multiple legislations are often contradictory, and with more than 250 different antenna
policies, it makes mobile deployment complex and uncertain, affecting the service offered to
the end user directly: as traffic is growing and new deployment is slow, the existing base
stations might face an increasing congestion.
The same problem with local and regional authorities is present in Peru and Colombia. The
great diversity in local regulations is restraining the infrastructure deployment in the region.
Despite the efforts from Central government in regulate in the same way, excessive local taxes
for base installation, long periods for processing the authorizations, or other complex
regulation issues create a barrier for the infrastructure deployment.
To reduce the investment in infrastructures deployment, one alternative presented by the
operators is the infrastructure sharing. Allowing the sharing of infrastructure could be key to
leverage the next wave of network investment by operators, but unfortunately, regulation on
the sharing of infrastructure are also inefficient, outdated and complex in the region.

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5.2.2 LACK OF ACCESSIBILITY: TECHNOLOGICAL DISABILITY POPULATION


One of the most important barriers at the time to implement technology in Latam is the
technological disability of a big share of the local population. When speaking about
technological disability, this means that these users dont know how to manage or cope with
new IT features such as computers, devices, solutions, etc. this problem can lead to the
frustration of the users at the moment these technologies are used or it just doesnt even try
to use it. The technological disability of these groups can be generated for different factors
such as the low incomes of the users, without the possibility to acquire the handsets, the low
formation, which makes its use and comprehension more difficult, or the isolated areas, where
the use of the technology is limited to the infrastructure deployment. At this point, these
disability users cannot take advantage of the benefits offered by the new technologies to
improve their life.
Governments are the parties responsible to generate the necessary knowledge among the
population to create technological inclusive programs for users, with the objective to improve
the knowledge and interaction of these excluded groups with the use of new technology,
leading them to a more inclusive world.

5.2.3 BARRIERS IN REGULATIONS AND TAXATION


Regulations on the telecommunications sector
Based on two fundamental principles, universal coverage and competition, the Latam
countries legislation in telecommunications brought fundamental changes to the industry in
the region. Regulatory agencies for telecommunications services, such as Anatel in Brazil, have
been established to achieve its main goals on legislation.
In this sense, operators are subjected to stringent regulations from Anatel with the objective
to achieve coverage obligations and quality of service provisions. Furthermore, this added to
the recent interventions on operators investment plans, is contributing to the concern on
telecommunication investments by the operators in the region. Regulatory bodies should
reduce the pressure over the telecommunication legislation to promote the investment by the
operators and reach more coverage areas and provide better services.

Taxation on mobile services


The taxation applied to the mobile service in Brazil is stricter than on other goods or services.
This taxation affects not just the service spent, but also to the handsets and companies
revenues.
The average in ICMS (Tax on Circulation of Goods and Services) applied to calls, SMS and data
is 27%, when in other goods and services the tax average is 17%. This extra taxation of 10%
makes mobile use a luxury service compared with other goods or services. With this taxation,
for every Real spent on a phone call, 0.3 Real are spent in taxes. These taxes raise the costs of
mobile usage for consumers, in particular affecting poorer sectors of the population, people
who could benefit the most from the social and economic gains of being connected.

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As in Brazil, the price of the Internet services and the handsets in Colombia still are relatively
high for the acquisition power of a big share of the Colombian population, making the access
to these services impossible for the users; for this reason governments should work on the
reduction of taxes or subsidize the use of MBB technologies.

Taxation in Operators
In Brazil, mobile operators are also subject to heavy taxation on both their profits and
revenues, and this high pressure in taxation for the operators contributes to reduce the
incentives in investing, due to a reduction in companies revenues. Ultimately, the taxation
has heavily impacted operators cost per user due to the FISTEL (Enforcement Fee) requires to
the operators to pay the same fixed amount for each of their clients, independently of the
revenue generated by the customer.
In this sense, reducing taxation has the potential to provide numerous positive effects,
including to government revenues, as the growth in service consumption, which will balance
the decrease on taxes. This taxation reduction could also lead to improve the access to MBB
services and increase the digitalization and social inclusion for those groups in risk of exclusion.

Spectrum in Brazil needs regulatory change.


Another barrier for mobile operators in Latam is the limited amount of spectrum available to
expand the new services, and the spectrum availability will be key as enabling factor for the
success of mobile broadband in the medium term, however, this barrier should be overcome
by the regulators. As MBB services are becoming popular in the region, the operators are
seeking more frequency, with two main points on the table: the 2.5GHz frequency, used by the
pay TV operators, and the 700 MHz frequency, used by analog broadcast television. The 700
MHz frequency is considered ideal for the 4G services, being the same used for 4G services in
the United States and offering a great coverage because it reduces the number of cell towers
needed to be built. Also, this frequency combines perfectly with the 2.5GHz.
The problem for the regulators in the region is that the analog broadcast TV has not yet
completely migrated to digital TV, and most of the countries are still in the early stages of this
process, which will delay the decision related to when to start actions. However, several longawaited auctions were held in 2012, such as in Brazil, where carriers were granted the 2.5 GHz
and 450 MHz bands for 4G and data services, or in Colombia, the National Agency for
Spectrum (ANE) is studying new tools and mechanisms to assign and manage the Colombian
spectrum.
The low spectrum caps imposed by the regulators are restraining the deployment because of
the increasing cost for installation, since it requires more cell towers to grant the coverage;
regulators need to be more focus in the modification of the regulation.

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5.3 OPPORTUNITIES FROM A TECHNOLOGICAL POINT OF VIEW


5.3.1 TECHNOLOGY DEPLOYMENT AND INVESTMENTS
Brazils Broad Band National Plan (PNBL)
The Brazilian government has launched a national broadband plan, the Broad Band National
Plan (PNLB)Plan Nacional de Banda Larga) which aims to extend Internet usage for all
municipalities in Brazilian territory by 2014. The government has allocated a budget of
approximately 6.000 million Euros for the period of 2010-2014 for the achievement of the
broadband inclusive objectives.
The principal objectives for the Brazis Broad Band National plan are summarized in the
following points:

Increase technology autonomy and Brazilian competitiveness


Expand electronic government services, facilitating the use of state services by citizens
Promote the generation of jobs and income
Promote training of information technology issues on citizens
Increase economic and social development
Promote digital inclusion
Reduce social and regional disparities
Disseminate the connection capacity among the population

In this plan, mobile, fixed and satellite companies work together with government bodies to
develop specific retail and wholesale offers, but the mobile broadband connections represents
almost 80% of the total broadband connections in Latam, thus mobile services are key to
achieve the goals set by the government and succeed with the program objectives. The crucial
role of mobile telephony in achieving the plans objectives is demonstrated with the
established target to increase the mobile broadband access to 60 million individual users by
2014. In this sense, mobile telephony is expected to be a key enabler for digital inclusion in the
continent, and this will drive social inclusion, connecting the Brazilians to the world and giving
them access to the inclusive benefits of the Smartphones and the broadband.
Regulation and infrastructure norms
Aim on fostering competition,
entrepreneurship and innovative actions
Focus on lowering prices and improving
availability of broadband infrastructure
Guarantee infrastructure sharing

Technological and productive policy


Foster the local telecom equipment
industry in the sense of financial acquisition
of nationally produced telecom equipment
Cutting taxes and spending on this industry

PNBL - National Broadband Plan

Fiscal and financial incentives to the


service
- Significantly reduce broadband access
and allow more citizens who can pay for
the service
Cut taxes on equipment, and give
incentives/financing to local telecom
entrepreneurs,
etc.
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National network
- Supply government officers as well

as non-economically feasible regions


with public corporative optic-fiber
network systems.
Figure 7: PNBL Economic dimensions

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Vive Digital Plan; Colombia is becoming digital.


This is a technological plan promoted by the Colombian government aimed to improve the
technology penetration in the country in the next years through the massification of
Broadband Internet access and the development of digital ecosystems. The plan includes the
improvement of both fixed and mobile Internet access. Some of the main points to be
achieved in the mobile telephone sector with this plan include:

Reach 100% of the municipalities with at least 100 inhabitants that have MBB Internet
access.
Multiply the Internet capacity x20 since 2010 until 2014
Duplicate the number of MBB users
Reduce or create subsidies to reduce the Internet access price

With this plan, the Colombian government proposes to assign more spectrum for IMT
(international mobile telecommunications), with the objective to promote both telephony and
data services in 3G and 4G networks.
Other strategies of the Colombian government include the spread of mobile coverage in
isolated areas and without a special interest for the operators these have been the Regional
Projects within the frame of the Vive Digital project. With these projects, the Colombian
government is promoting the deployment of telecommunication infrastructures and the
massive use of IT on the communities.
The actions in this plan seem necessary although the mobile penetration in Colombia is near to
100%. The I Internet access through mobile technologies is still very low, in part due to the
high prices for handsets and services.

PNDBA PLAN: Broadband plan in Peru


As in most of the Latam countries, the Peruvian telecommunication government has a plan to
promote and massify the broadband services through the Andean country. The Peruvian
PNDBA Plan (Broadband National Plan) was created in 2010 by a multi-sectorial Commission
and aims to increase the productivity and contribute to the economic and social growth of the
country, with application in education, health, employment, etc., this plan is one of the central
development strategies for the Government. The main tasks for this commission consist of the
following: introduce a diagnosis of the situation, identify the barriers for Broadband
deployment and evaluate and propose recommendations for broadband deployment in Peru.
This plan is based in 3 fundamental pillars:
PILLARS FOR BROADBAND NATIONAL PLAN (PNDBA) SUCCESS
Commitment of the involved
Properly Institutional
Macroeconomic Environment
actors
Framework

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OBJECTIVES FOR THE PERUVIAN BROADBAND NATIONAL PLAN (PNDBA) IN 2016


1. Ensure broadband Internet access to 100% of public bodies such health centers,
educational centers, police stations, etc. in urban areas, with at least 2 Mbps.
2. Ensure broadband Internet access to 100% of the Peruvian districts.
3. Reach 4 million of broadband Internet access in the country.

World Cup and Olympic Games; investing in Brazil.


One of the main motivating factors in Brazil for the implementation and deployment of mobile
broadband services will be the celebration of the 2014 World Cup and the 2016 Olympic
Games. These events will bring millions of visitors from all over the world generating an
unprecedented demand for mobile services, mainly data. Despite the BBC called the 2012
London Olympic Games as the first truly digital Olympics, given the fast technological
changes (introduction of 4G technology, new devices) and booming demand for wireless
services (contactless payments, apps) are likely to make the 2014 World Cup and the 2016
Games the most connected events ever.
As such, more base stations will be required in the short-term to increase network capacity to
cover the communication needs for the millions of visitors forecasted to attend. Nevertheless,
the World Cup governmental committee has recently reported that network deployment
required by FIFA in the 12 host cities of the World Cup has been delayed due to complications
with antenna locations, so policymakers could therefore consider the urgent need to reform
legislation and practices on network installation, which would be an opportunity for the future
deployment of broadband infrastructures in other country areas. Furthermore, network
investment will become particularly important in Brazil, since mobile operators will face
additional costs as a result of meeting FIFAs requirement in a country with continental
dimensions like Brazil, and this will be expensive: telecommunication companies in Brazil are
expected to invest close to BRL 3.000 million (approx. 1.000 million).

FITEL; Investing in rural areas in Peru.


FITEL (Telecommunication Investment Fund) is a Peruvian agency, which looks for
Telecommunication Universal Access in Peru, promoting fund mechanisms for operators to
invest in these areas identified as deficit access areas. This agency is funded by 1% of the gross
incomes from the Peruvian telecommunication sector. Given the obvious need for deploying a
Broadband Internet access backbone in Peru and the availability of funds that FITEL would
count on in the next years, this body would be one of the most important enablers for the
funding and deployment of broadband infrastructures, both in rural areas and urban or interurban marginal areas, with preferential inclusive social interest.

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5.3.2 OPPORTUNITIES IN REGULATIONS AND TAXATION


Spectrum: Alternatives and changes to be improved
ANE (National Spectrum Agency in Colombia) is studying new tools and mechanisms to assign
and manage the Colombian spectrum, with the objective to expedite the process of auction,
decrease the time to response, etc. to avoid the excessive bureaucracy.
Also, this agency is reviewing the regulation about network sharing or MVO (Mobile Virtual
Operator) competitiveness, with the objective to manage better resources, make the entrance
for new competitors easier or give more services offer to the users. These actions taken by the
ANE are showing an interest in changing the spectrum management model in Colombia, which
was stricter, into a more flexible market with resources optimization.
In Peru, regulators are changing the spectrum regulation in such a way to weaken the
dominant players and make the market more competitive, allowing the entrance to new
operators. Nowadays, the expectation of new operators in the MBB spectrum market is very
ambitious, but new MVOs are entering the Peruvian market, which represents more
opportunities for the consumers.

Smartphones Tax Reduction


The Brazilian government is implementing a Smartphone tax exemption for those handsets
produced locally, with the objective to boost the local manufacturer production. The expected
reduction in S Smartphones prices are approximately 10% and 30%, depending if the
production is already settled in the country (10%) or if the foreign producer has opted to start
producing locally (could reach 30%). A positive point in the objective is to reduce excessive
taxation in the sector, pushing down final prices of the handsets and increasing the adoption
of these devices for the consumer, thus boosting the penetration of Smartphones and
accelerate mobile broadband usage.
In Colombia, the government is applying new policies with the objective to increase
technology penetration in the country at a mass level. These policies, framed in Vive Digital
Plan, have allowed technological devices such laptops, Smartphones, tablets, etc. to be the
least expensive in the Latam region.
Nowadays, imported technological devices and its components are not paying the extra 5% tax
for this type of import product, and added this to the exemption on VAT tax for buying
computers under 2,136.018. This will push down prices for technology products with the
objective to reach Internet access and penetrate forecasted market in the Vive Digital Plan.

Cuts in Mobile Termination Rates (MTRs)


The mobile termination rates (MTRs) are the interconnection tariffs among operators when a
customer from one operator calls the number of a customer from another operator. Except in
Colombia, Chile and Venezuela, where regulators determinate the MTRs, in most Latin
American countries these rates have been freely negotiated between operators, and these
rates could increase the final bill for the customer. Severe cuts in the MTRs of operators will

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help customers reduce the cost for interconnection tariffs, increasing the usage of the mobile
phones.

In Brazil, cuts in fixed-to-mobile tariffs could lead to a 27% reduction in MTR between
2010 and 2013. Also, cuts will be imposed in 2014 and 2015 by the PGMC regulation,
and rules for new entrants will be applied to stimulate competition.
In Colombia, the Communication Regulation Commission (CRC) imposed an MTR cut of
57, 1% from 2011 to 2015.

Regulatory agenda in the area.

Brazil

Colombia

Spectrum auction of 700


MHz and 3.5 GHz bands.
Reduction of Fistel taxes.
Mobile payment
regulation.
Smart grid regulation.
MTR reduction.
Federal cell tower
legislation/regulation.

Analyze the applicability of


regulatory measures
regarding the provider
that holds a dominant
position.
Monitoring of the
implementation of positive
and negative lists of stolen
handsets.
New spectrum auctions:
700 MHz, 1.9 GHz
(leftovers), 2.6 GHz
(leftovers).

Peru

New rules to improve the


telecommunication
companies users
attention
Renovation of licenses and
auction of new spectrum
licenses for the 4G
New regulation in voice
tariffs

Table 20: Regulatory agenda Brazil-Colombia-Peru

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5.4 END-USER NEEDS ANALYSIS


The technological benchmark done in the D5.1 Report on M-Inclusion benchmark collected
worldwide technical mobile solutions for the target groups defined in the project and with
special attention to gain personal autonomy. On the other hand, the document D4.3 End users
draft of the Roadmap for M-Inclusion has developed a compendium of needs of the four
studied collectives (people with disabilities, chronic patients, low-income sectors and
population from isolated areas) in a structured manner.
The objective of this section is to map data between the two previous documents, mobilebased existing solutions, from D5.1, and end-users needs, from D4.3, in order to analyse the
situation of the market and the future trends for mobile social inclusion. With this data
mapping or matrix it will be easy to obtain an image of the situation, identifying which needs
are solved and which are not, missing gaps, opportunities, and best practices for the
stakeholders: developers, researchers, public bodies, industrial partners, end-user associations
and financial bodies.
Due to the quantity of mobile-based solutions collected, the matrix is presented by sub matrix
per each target group, distinguishing solutions by subgroup orientation.

Matrix of needs for group 1: people with disabilities


The following matrix contains the set of mobile-based solutions and how these solutions are
distributed among users for group 1, people with disabilities (people with on-going physicalstructural impairment), and information on what subgroup needs are covered.

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People with disabilities


1.1 Visual impairment
and blindness

END USER NEEDS

18

Mobile solutions

17

SVisual is a platform dedicated to providing video service in sign


language

Project M-AvanTIC
Link: bit.ly/16U8Ncn

The project provides the implementation and piloting of applications


that contribute to improve the quality of life, social participation,
information and knowledge of older persons through the use of ICT

Amovil
Link: bit.ly/yCnbq3

Amovil project shows various accessibility features of mobile


phones, to help them identify phones with the features that may
assist them with their particular needs.

Accessibility
Link: bit.ly/187HG8W

Accessibility is an augmented reality system that provides real-time


information about where and how far is the selected point of
interest, and if it is accessible and adapted for disabled people

18

D4.3 End-Users Roadmap


D5.1 Report on M-Inclusion benchmark

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1.3 Mobility
impairment

Learn to be independent and be able to better communicate


and socialize.
Psychological support, social comprehension and integration.
They ask for educational programs, health care systems,
and occupational jobs that are adequate for them.
Reduce social stigma in these groups of people.
Regarding technology, it will be useful for accessing
healthcare services by communicating the system to patients
and in creating networks.

Short description

SVisual
Link: bit.ly/cFF6Xs

17

1.2 Deafness and


hearing impairment

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Project e-Informa
Link: bit.ly/177YXls

E-Informa looks for the development of digital contents for mobile


SMS, MMS and email to set up alerts, information campaigns on
health, leisure and entertainment for elderly

HCATE project
Link: bit.ly/1bZwf7m

Integrated Accessibility Tool (GIA): a tool to validate, plan and


manage the accessibility in the public space based on
heterogeneous urban and architectural information generated by
different actors: public, local authority and the professional himself

Vadeo project
Link: www.vadeo.es

Vadeo is a social network where people with reduced mobility share


information on the level of accessibility of their urban environment
(pavements, public buildings, restaurants, hotels etc.), in such a way
that users can plan their routes avoiding obstacles

Persona project
Link: bit.ly/187HSFe

Persona works on AAL Services aiming at preventing injuries


amongst the elderly in their home environment, making them feel
safer and most important giving them a sense of being able to
manage to live in their own space without the need of the constant
presence of a caregiver.

AEGIS Contact
Manager
Link: bit.ly/177Z3tr

AEGIS Contact Manager is a very user-friendly contact manager that


simplifies how you manage your contact details. It has a lot of
configuration options to adapt it to your needs and preferences. You
will be able to modify the colour theme, font size, language and
sounds.

AEGIS Dasher
Link: bit.ly/t7fJZR

Dasher is an interface for text entry driven by natural continuous


pointing gestures, based on information theory.

Help at hand (?)


Link: bit.ly/HhuILK

Health at Home is a mobile remote patient monitoring service that


helps people with long term conditions feel more in control of their
health condition. And it allows them to be independent for a longer
period of time and have less interaction with hospital services.
http://www.o2.co.uk/health/healthcareorg/healthathome

Wheelmap
Link: wheelmap.org

Wheelmap.org is a map for wheelchair-accessible places. Everyone


can easily find, add and change places

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Others (elderly)

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OnTheBus
Link: bit.ly/177Z9B2

OnTheBus is an accessible application for mobile devices with


Android operating system that guides from a point of origin to a
destination by of the use of metropolitan transportation.

Parkible
Link: bit.ly/x9H4iP

It is an app that allows you to search handicapped parking places


near the location you search.

Mobile Accessibility
UK
Link: bit.ly/16m7mx5

Mobile Accessibility is a screen-access application which allows


people who are blind or with vision impairment to use an Android
phone in an intuitive, easy and simple way.

Colour Blind Aid


Link: bit.ly/4Yz4dX

TexMee
Link: bit.ly/1axSnba

The Colour Blind Aid iPhone app enables people with red-green
colour blindness to detect red and green in their environment and
pass colour blindness tests in real-time using augmented reality
technology.
TexMee is an application that allows deaf or people with speech
impairment to communicate via text messages in real time with
many organizations and text retransmission organizations all over
Europe

Nuance Mobile
Applications
Link: bit.ly/Wum7MN

Nuances patented mobile applications allow people to access


information, create messages, and control mobile devices all with
the power of voice and advanced text input.

Tecla
Link: bit.ly/14ourn4

Tecla is software that enables alternative access for text-entry into


mobile devices

Intersection Explorer
Link: bit.ly/16UaFSs

Intersection Explorer provides a virtual map to help blind users


explore their neighbourhood. Lots of similar apps: Apps for Blind and
Visually Impaired, Part of Android Eyes-Free project, Easy Walk,
WalkyTalky, Talking Compass, Mobile Geo, Wheelmap

DAISY
Link: www.daisy.org

DAISY digital format assists people who, for various reasons, have
challenges using regular printed media. DAISY digital talking books
offer the benefits of regular audiobooks, but they are superior
because DAISY includes navigation.

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Nuance
TALKS&ZOOMS
Link: bit.ly/akMBa8

Nuance TALKS is a software application for mobile handsets that


converts text displayed on the screen into highly intelligible speech.

South African
National Accessibility
Programme
Link: bit.ly/a5pMqa

South African National Accessibility Portal (NAP Portal) was


developed, to enable people with disabilities to get easy access to
information. NAP is positioned as an integrated service provider to
the disability community and industry offering technology services,
communication services, data synthesis services and other
commercial services.

The Global
Accessibility
Reporting Initiative
,GARI (GARI
Accessible Mobile
Finder)
Link: bit.ly/reiCg
Raku Raku
phone(japan)
Link: bit.ly/12v0Yqa
Set of solutions from
American Foundation
for the Blind
Link: bit.ly/yEIPWK

The Global Accessibility Reporting Initiative (GARI) is a project


designed to help consumers learn more about the various
accessibility features of mobile phones and to help them identify
phones with the features that may assist them with their particular
needs
Raku Raku phone is a line-up of mobile phones designed to be highly
user-friendly and suitable for everyone.
The American Foundation for the Blind removes barriers, creates
solutions, and expands possibilities so people with vision loss can
achieve their full potential. http://www.afb.org/default.aspx

Mms sing: sign


language sms to
make cell phones
accessible
Link: bit.ly/177ZJyV

Application allowing the use of MMS (Multimedia Messaging


Service) to generate sign language animation, in order to
communicate with deaf people via cell phones. These animations
are avatar based animation, obtained by automatic interpretation of
text into sign language

Knfb Reader10
Link: bit.ly/LoaNc

Knfb reader reads most printed documents, from letters and memos
to pages in a book, read address labels and package information and
instructions.

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AT&T Instant
Messaging for Deaf
and People with
Hearing or Speech
Loss
Link: bit.ly/1d87I4b

This service, offered at no additional charge to customers who


register with AT&T Relay Services offers instant messaging for Deaf
and people with hearing or speech loss.

Android apps for


disabilities
Link: bit.ly/apkRRZ

Set of android solutions to enhance the quality-of-life,


independence, and employability of people with disabilities through
the development of fully-accessible, high-quality, mobile
applications.

TTY(text telephone)
Link:
soc.att.com/16CiKZw

TTY is a special device that lets people who are deaf, hearing
impaired, or speech-impaired use the telephone to communicate, by
allowing them to type messages back and forth to one another
instead of talking and listening.

TTS(text to speech)
Link: bit.ly/1axTQhJ

TTS is a type of speech synthesis application that is used to create a


spoken sound version of the text in a document

Ideal cam
Link: bit.ly/17PpPF7

IDEAL-Cam is an Internet-based service that can remotely harness


the power of an Android Smartphones camera to provide assistance
to individuals in emergency situations. This service can also provide
assistance to individuals who have questions about something visual
that can be viewed through the lens of their Android Smartphone
camera

Mobile Accessibility,
Android for the blind
Link: bit.ly/kPwHk1

A screen-access application which allows people who are blind or


with visual impairment to use an Android phone in an intuitive, easy
and simple way.

Project: Deaf people


to get SMS
emergency service
Link: bit.ly/17801pB

Deaf people to get SMS emergency service is an SMS-based


emergency service for the hearing impaired and hard of hearing
community

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Project: The Urakawa


Project
Link: bit.ly/14ovl2E

Urakawa is a project which aims at providing a multimedia authoring


toolkit for designing content that is fully accessible to persons with
disabilities. The Urakawa project delivers a software framework for
developing quality production tools for Digital Talking Books.

Project: Integrating
Deaf and Hearing
Children in Ugandan
Primary Schools
Link: bit.ly/12v1mVA

The Child Africa International School in Kabale Uganda is currently


involved in a ground breaking text messaging project to encourage
the integration of deaf and non-deaf children enrolled at the school.

Nokia Magnifier
Link: nokia.ly/9UOcg3

This application was developed for the Symbian platform. It can be


used to improve readability in every-day life situations such as
reading "fine print".

Nokia Colour
Detector
Link: bit.ly/x6jwiv

Colour Detector helps people detect the code for colours by using
the mobile phone camera. This application benefits colour blind
people since it provides not only the RGB reference but also the
colour's "name".

M-DOK: Mobile
Telehealth and
Information Resource
System for
Community Health
Workers
Link: bit.ly/12v1t3m

M-Dok is designed to allow rural community health workers to use


simple SMS technology, with a specially designed graphical user
interface, to send diagnosis and treatment information to specialists
in urban areas.
Not active
Table 21: Matrix for needs of target group 1

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Initial analysis of end users needs from this group, made in work package 4 Starting Point,
shows that general needs of these users include aspects such as to learn to be independent
and to be able to communicate much better and socialize, provide psychological support,
social comprehension and integration, educational programs, health care systems, and
occupational jobs adequate for them, reduce social stigma and create networks among
patients.
Analysing the previous matrix, and under these needs it can be extracted that most of the
solutions have as main objective to help users in some concrete aspects of their life, for
example Parkible helps disabled people to search handicapped parking near them, or
TexMee allows deaf or people with speech impairment to communicate via text messages.
But there are less applications or solutions that try to solve or improve the quality of life of this
collective through education in new technologies, counselling and integration.
More exhaustive analysis, taking into account listed and prioritized needs extracted from
document D4.3, will be made in the Final Roadmap.

Matrix of needs for group 2: Chronic patients


This second matrix contains the set of mobile-based solutions and how these solutions
contribute to solve the users needs detected for the group 2, chronic patients (people with
non-communicable or persistent communicable conditions), taking into account the six
subgroups defined.

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People with non-communicable or persistent communicable conditions


2.1 Chronic
respiratory
diseases

END USER NEEDS

20

Mobile solutions

19
20

19

2.2
Cardiovascular
Diseases

2.3
Diabetes

2.4
HIV/AIDS

It covers different services: diagnosis, monitoring,


healthcare surveillance, emergency
response, healthcare administration, and healthcare
practitioner support.

Metabo Project
Link: bit.ly/1f6C16U

Monitoring, Prevention, Treatment, Managements,


Education as well as Healthcare Practitioner Support

D4.3 end Users Roadmap


D5.1 Report on M-Inclusion benchmark

FP7 GA n 288594

2.6
Malaria

Reduce social stigma in HIV-AIDS patients.


Have better access through treatment in HIV-AIDS patients.
Strengthen social networks.
Improve educational access to information.
Have support and counselling groups.
Mobile technologies offer them facilities like programs of development helping
them to resolve their needs and probably reduce exclusion on this group of people.
Health education, defined as constant training of the patient. Improve adherence to
treatment related to a good information and education package of the patient and
family.
Better knowledge about side effects in treatment, giving emotional support and
reducing stigma due to chronicity.
Improve control of malaria.
Mobile texting can be a very useful tool for epidemiological surveillance.

Short Description

TulaSalud
Link: tulasalud.org

2.5
Tuberculosis

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Wireless Heart
Health

Zumbido / Kopano
Link: bit.ly/Layrj8

Help at hand (?)


Link: bit.ly/HhuILK

South African
National Accessibility
Programme
Link: bit.ly/a5pMqa
Chinese-Aged
Diabetic Assistant
(CADA)
Link: bit.ly/3ftpUi
M-DOK: Mobile
Telehealth and
Information Resource
System for
Community Health
Workers
Link: bit.ly/12v1t3m

This mobile system enables remote cardio diagnosis to


patients in underserved areas and provides real-time
feedback to patients.
Helps users to discuss a wide range of issues affecting
their lives, including medical treatment, breastfeeding,
unemployment, and how to talk to others about being
HIV-positive.
Health at Home is a mobile remote patient monitoring
service that helps people with long-term conditions feel
more in control of their health condition. And it allows
them to be independent for longer period of time and
have less interaction with hospital services.
http://www.o2.co.uk/health/healthcareorg/healthatho
me
South African National Accessibility Portal (NAP Portal)
was developed, to enable people with disabilities to get
easy access to information. NAP is positioned as an
integrated service provider to the disability community
and industry offering technology services,
communication services, data synthesis services and
other commercial services.
Diabetics recommendations and guidelines related to
physical activity, glucose and blood pressure
monitoring, weight measurement, and diet.

M-Dok is designed to allow rural community health


workers to use simple SMS technology, with a specially
designed graphical user interface, to send diagnosis and
treatment information to specialists in urban areas.

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Vitality GlowCaps
Link: vitality.net

GlowCaps help people stay healthy, independent, and


vital. Pharmacy connects pill bottle, so they remind
users to take medication, provide adherence report to
caregivers and automatically refill prescriptions.

TxtAlert
Link: bit.ly/1785QBe

TxtAlert is a mobile technology tool that sends


automated, personalized SMS messages and reminders
to patients on chronic medication.

Lifewatcher
Link: bit.ly/14owirR

Mobile phone-based health management application for


people with so-called lifestyle diseases such as
diabetes and obesity.

Please Call Me
Link: bit.ly/13VOC81

Please Call Me" messages are a popular cultural form


of mobile communication in South African society.
These free messages are used for the first time ever for
social marketing: to encourage South Africans to get
tested for HIV and obtain AIDS information.

Project Masiluleke
Link: bit.ly/kNIQMj
Telecare
implementation,
monitoring patients
with long-term
conditions
Link: bit.ly/154qNkA
Hospital to home for
Baxter Delivering first
class care for
immunoglobulin
patients at home

Use SMS message campaigns to provide HIV/AIDS


education in South Africa and Uganda, respectively.

Telecare is a solution to help provide on-going care to


patients with chronic diseases.

The aim is to provide a patient-reported treatment


outcome system for users of their immunoglobulin
treatments. The aim of the system is to move more
patients from hospitals to their homes to receive their
on-going infusions.

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METABO Controlling
Chronic Diseases
related to Metabolic
Disorders
Link: bit.ly/19O4x0i

METABO provides patients and their medical doctors


with a technological platform to help them share and
gather information that will allow them to enhance
patients self-management and improve medical
therapies and diagnosis.

Track3 Diabetes and


Carb Counter
Link: bit.ly/hnJJJ1

Track3 is a diabetes planner and carb counter by Coheso


that logs and charts the following: glucose levels,
exercise, medications, and weights.

FrontlineSMS
Link: bit.ly/3MKxy8

FrontlineSMS is open source software that turns a


laptop and a mobile phone into a central
communications hub. Once installed, the program
enables users to send and receive text messages with
groups of people through mobile phones.

Project Jaalaka
Link: bit.ly/14ox0p6

In Hubli-Dharwar, FrontlineSMS technology is being


used to connect members of the HIV/AIDS population in
a widespread rural network to improve service delivery
and social support.
Table 22: Matrix for needs of target group 2

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A first approach of the work, collected in the needs exposed in documents D4.1 Benchmark on
End-Users needs and D4.2 End-Users Workshops, has shown that the work can make mobilebased solutions to improve the quality of life of this group in a very positive way, for example
strengthening social networks that will help reduce social stigma or improve access to health
and education information.
On the other side, this group is divided in 6 varied subgroups with different and concrete
needs, which makes general solutions to be focused on the subgroup targeted. In this sense,
chronic diseases, more extended in Europe, as respiratory and cardiovascular diseases and
diabetes, have more and better solutions, than the other subgroups, HIV/AIDS, Tuberculosis
and Malaria as they are more endemic diseases, and have just a few solutions.
This first analysis shows that more work could be done for this group, with the final list of end
user needs of the document D4.3 End Users Roadmap, a widespread study of the
opportunities and gaps of this collective will be completed in the final Roadmap.

Matrix of needs for group 3: Low-income sectors


In this case the matrix contains the set of mobile-based solutions and how these solutions
contribute to solve the users needs detected for group 3, people from low-income sectors,
organizing the information under the two subgroups, maternity and early years of life and
youth education.

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Low-income sectors

END USER NEEDS

22

Mobile solutions

21

Short description

TulaSalud
Link: tulasalud.org

It covers different services: diagnosis, monitoring, healthcare surveillance, emergency


response, healthcare administration, and healthcare practitioner support.

Zumbido / Kopano
Link: bit.ly/Layrj8

Helps users to discuss a wide range of issues affecting their lives, including medical
treatment, breastfeeding, unemployment, and how to talk to others about being HIVpositive.

Project: The Urakawa


Project
Link: bit.ly/14ovl2E

Urakawa is a project which aims at providing a multimedia authoring toolkit for


designing content that is fully accessible to persons with disabilities. The Urakawa
project delivers a software framework for developing quality production tools for
Digital Talking Books.

TxtAlert
Link: bit.ly/1785QBe

TxtAlert is a mobile technology tool that sends automated, personalized SMS


messages and reminders to patients on chronic medication.

Project Jokko Initiative


Link: bit.ly/AzEh44

Use cell phones, particularly SMS (text-messaging), to access and spread information
and communicate with other members of the community.
One97s Dakia is a rural empowerment mobile service through which people of a
region can share relevant information with the members of their group by simply
dialling a short code and recording a voice message.

Dakia
Link: bit.ly/17Pt4we

21
22

3.1 Maternity and early


3.2 Youth Education
years of life
Improve the lack of access to basic human needs in
health care, education, water, food, water and
sanitation.
Document the undocumented people and
include them in the formal system.
Improve and incorporate technology education.
Share their concept of culture and care in health.

D4.3 End-Users Roadmap


D5.1 Report on M-Inclusion benchmark

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Project Text to Change


Link: bit.ly/bgGqTN

Provided HIV/AIDS awareness via an SMS based quiz to 15,000 mobile phone
subscribers during three months in Uganda

Project Masiluleke
Link: bit.ly/kNIQMj

Use SMS message campaigns to provide HIV/AIDS education in South Africa and
Uganda, respectively.

Text4Baby SMS
Link: bit.ly/aMnr2S

Text4Baby seeks to keep pregnant women informed about pregnancy issues through
regular SMS updates sent to their mobile phones.

Project MAMA
Link: bit.ly/li5ihe

MAMA provides free adaptable mobile health messages for programs that use mobile
phones to reach new and expectant mothers.

GSMA mWomen
Programme
Link: bit.ly/bi5ZLd
Mobilink, SMS for
Literacy
Link: bit.ly/hhvbHs

Mobilink set up a system for the NGO to send out SMS messages in an effort to
maintain and improve participants literacy, which often lapses because of inadequate
access to interesting reading material.

Voices of Africa
Link: bit.ly/3TNr37

Voices of Africa trains mobile reporters across the African continent in the use of
mobile phones for citizen journalism.

Mxit
Link: bit.ly/KmdvD1

Mxit is a FREE online instant messenger that runs on approximately 3000 mobile
handsets. Chat. Play. Trade. Explore Africas biggest social network and enjoy
multiplayer games, exchange goods or buy music and video clips.

Dr Math
Link: bit.ly/H6SXLc

Dr Math is an online math tutoring service hosted by the CSIR Meraka Institute in
South Africa, which aims to support school learners in South Africa with Mathematics.

Tutor on Mobile
Link: bit.ly/tBkXYW

This service is Indias first knowledge market place packed with premium educational
content, and easy learning mechanisms that enable students to learn on the move.

Project BBC Janala


Link: bit.ly/Huptd

Initiative to provide English language lessons to citizens via their mobile phones as
part of the wider English in Action program in Bangladesh

Project Bridgeit
program
Link: bit.ly/13KUoP6

The program, launched in 2007, allows teachers to download educational videos


(focusing on math, science, and life skills) onto mobile phones.

The GSMA mWomen Programme aims to increase womens access to and use of
mobile phones and life-enhancing mobile services in developing markets.

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Get H2O
Link: bit.ly/dnwfyb

EtH2O Mtaani is a serious game, which simulates the complexity of life in an informal
settlement, focusing on the scarcity of resources, especially that of water and
housing. Players learn how to manage resources, invest in the community and
prevent escalation of conict.

M-powering Orisa
Link: mpowering.org

This customized app motivates children to go to school and to stay enrolled, and in
return they are rewarded with food and medicine.

CU@SCHOOL

The CU@SCHOOL pilot project by SNV Netherlands Development Organisation in


Uganda in collaboration with Makerere University Department for Computer and
Information Technology uses mobile phones to monitor teacher and pupil attendance
and absenteeism in 100 primary schools on a weekly basis.

FrontlineSMS
Link: bit.ly/3MKxy8

FrontlineSMS is open source software that turns a laptop and a mobile phone into a
central communications hub. Once installed, the program enables users to send and
receive text messages with groups of people through mobile phones

Global learning at the


speed of a text
message
Link: bit.ly/13KUt5v

The Planned School Linking programme has been running since 2008 and connects
young people aged between 7 14 in the UK with their counterparts in China, Kenya,
Malawi, Senegal and Sierra Leone. Schools exchange pen-pal letters, e-mails, videos
and local artefacts.

Project tackling
domestic violence: An
SMS SOS
Link: bit.ly/bg0cy8

Project Tackling use FrontlineSMS as a tool to help combat violence against women in
the United States, specifically, in the small community of Miami, Oklahoma.

Project Jaalaka
Link: bit.ly/14ox0p6

In Hubli-Dharwar, FrontlineSMS technology is being used to connect members of the


HIV/AIDS population in a widespread rural network to improve service delivery and
social support.

Plan International
Create SMS Helpline to
Tackle Violence against
Children in Benin
Link: bit.ly/10BcAe
Celedu
Link: bit.ly/12v555F

Plan Internationals use of FrontlineSMS for violence tracking was piloted in Benin,
and this case study demonstrates the role FrontlineSMS software played.

Mobile platform for literacy and language education.

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"Learning About Living"
- Human Sexuality
Information Service for
Adolescents
Link: bit.ly/14KcsDP

Learning about Living was conceived and developed by OneWorld and Butterfly
Works to provide accurate and non-judgmental information about human sexuality.

Young Africa Live


Link: bit.ly/dCGgAX

Mobile portal platform designed to be a space where young people can talk and learn
about critical issues that affect their lives: love, sex, relationships, HIV and AIDS

M4lit Yoza
Link: yozaproject.com

Initiative that uses cell phones to support teen reading and writing using Mxit.

MTN Kick Out Malaria


Link: bit.ly/1783lkx

Description
MTN is an interactive quiz that was launched as part of MTN's World Malaria Day
campaign. The aim was to use the quiz to help educate South Africans about what
remains one of Africa's biggest killers.

Mamakiba
Link: bit.ly/13KV0Ex

Mamakiba is a patient-facing SMS savings calculator and prepayment tracking tool


specifically designed to help low-income women be able to save and prepay for their
maternal health needs such as ante-natal care (ANC) and clinical delivery.

Lifelines
Link: bit.ly/154t13s

Since 2004, this pioneering public service has been using mobile and landline phones
to bridge gaps in knowledge and help farmers access the expert advice they need, at
the exact time they need it.

Kivadroid
Link: kiva.org

Kivadroid provides an easy interface for Android phones to browse and make loans on
Kiva. You can manage your basket on your phone and checkout when you are ready.
Also you can browse the latest entries of the journal and browse your portfolio.

Tiendatek: App for


mobile devices to
micro entrepeneurs in
developing countries
Link: frogtek.org

It is a point-of-sale system for shopkeepers that help them better manage their
inventory and improve their profits. All of the information entered into the phone or
tablet synchronizes wirelessly with our servers so that Frogtek can provide both
shopkeepers and their suppliers with real-time reporting, analysis, and personalized
services.

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Nokia Education
Delivery
Link: bit.ly/1783qVd

Nokia Education Delivery makes high-quality education materials available to teachers


all over the world, using the speed and accessibility of mobile networks. Lessons and
training come to life with inspiring and engaging videos, downloaded from a digital
archive.

Nokia Mathematics
Link: bit.ly/xVLM7D

Launched in 2008 as a pilot scheme for mobile mathematics in South Africa. Using a
popular social networking channel to get kids interested, the service delivers
interactive study packages to students' mobile phones.

Nokia Life
Link: bit.ly/UsB7r4

A suite of mobile services being used by farmers in India, Indonesia, Nigeria, and
China to improve their businesses by giving them access to the latest news,
information and education. They can stay up to date on market prices and weather
forecasts, and easily find information and advice on the best seeds, fertilizers and
pesticides.

Palma
Link: bit.ly/1d9QPVQ

PALMA is a complementary tool to support literacy programs for teenagers and


adults. It is composed of a suite of mobile applications for Smartphones and a
management web system.
Table 23: Matrix for needs of target group 3

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Related to this group of users and against the other groups previous analysed, people from
low-income sectors have not covered their primary needs, so they ask for improving the lack of
access to basic human needs in health care, education, water, food and sanitation; while these
basic needs are not covered, it has no sense to go further, considering other higher level
needs.
For the subgroups considered in the project, maternity and early years of life, and youth
education, the majority of the solutions found are oriented to education and empowerment of
the youth, so it seems that a lot of work could be still done in this area, moreover for
maternity and early years of life group, directly related with the high tax of children mortality
of low-income areas.
The work done in the document D4.3 End Users Roadmap has highlighted the importance of
access to health care services and covered these needs to include low-income people into
society. With the complete analysis of needs, their prioritization and impact, a deep analysis
will be made in the Final Roadmap, in order to guide each stakeholder to the correct path to
improve the social integration of this collective.

Matrix of needs for group 4: Population from isolated areas


The following table represents the matrix with the set of mobile-based solutions and the users
needs for the group 4, people from isolated areas or people living in settlements, in particular
ethnic groups areas in the Amazon and Andes.

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Isolated areas
4.1 Amazon: Main Ethnic
Groups (Indigenous,
Caboclinhos and Ribeirinhos)

END USER NEEDS

24

Mobile solutions

It covers different services: diagnosis, monitoring, healthcare surveillance,


emergency response, healthcare administration, and healthcare
practitioner support.
This mobile system enables remote cardio diagnosis to patients in
underserved areas and provides real-time feedback to patients.

Wireless Heart Health


M-DOK: Mobile Telehealth
and Information Resource
System for Community
Health Workers
Link: bit.ly/12v1t3m
TxtAlert
Link: bit.ly/1785QBe

24

Reduce educational, health, human rights, and geographical


exclusion.
Improve their conditions of living through better education,
culture and bilingual education.
Preserve their traditional medicine and create intercultural
health services.
Improve the sense of empowerment and strength in
negotiating with institutions.
Technology can help them generate knowledge and
improve research from the Amazon areas, and reduce time
for access to basic services.

Short description

TulaSalud
Link: tulasalud.org

23

23

M-Dok is designed to allow rural community health workers to use simple


SMS technology, with a specially designed graphical user interface, to send
diagnosis and treatment information to specialists in urban areas
TxtAlert is a mobile technology tool that sends automated, personalized
SMS messages and reminders to patients on chronic medication

D4.3 End-Users Roadmap


D5.1 Report on M-Inclusion benchmark

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4.2 Andes: Main Ethnic


Groups (Quechuas and
Aymaras)

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Dakia
Link: bit.ly/17Pt4we

One97s Dakia is a rural empowerment mobile service through which


people of a region can share relevant information with the members of
their group by simply dialling a short code and recording a voice message

Please Call Me
Link: bit.ly/13VOC81

Please Call Me" messages are a popular cultural form of mobile


communication in South African society. These free messages are used for
the first time ever for social marketing: to encourage South Africans to get
tested for HIV and obtain AIDS information.

Project Text to Change


Link: bit.ly/bgGqTN

Provided HIV/AIDS awareness via an SMS based quiz to 15,000 mobile


phone subscribers during three months in Uganda

Project Masiluleke
Link: bit.ly/kNIQMj

Use SMS message campaigns to provide HIV/AIDS education in South Africa


and Uganda, respectively.

Text4Baby SMS
Link: text4baby.org

Text4Baby seeks to keep pregnant women informed about pregnancy


issues through regular SMS updates sent to their mobile phones.

Project MAMA
Link: bit.ly/li5ihe

MAMA provides free adaptable mobile health messages for programs that
use mobile phones to reach new and expectant mothers.

Mobilink, SMS for Literacy


Link: bit.ly/hhvbHs

Mobilink set up a system for the NGO to send out SMS messages in an
effort to maintain and improve participants literacy, which often lapses
because of inadequate access to interesting reading material.

M-Pesa
Link: bit.ly/cdx0HH

M-pesa is a mobile-phone money transfer service.

Mxit
Link: bit.ly/KmdvD1

Mxit is a FREE online instant messenger that runs on approximately 3000


mobile handsets. Chat. Play. Trade. Explore Africas biggest social network
and enjoy multiplayer games, exchange goods or buy music and video clips.

Dr Math
Link: bit.ly/H6SXLc
Tutor on Mobile
Link: bit.ly/tBkXYW

Dr Math is an online math tutoring service hosted by the CSIR Meraka


Institute in South Africa, which aims to support school learners in South
Africa with Mathematics.
This service is Indias first knowledge market place packed with premium
educational content, and easy learning mechanisms that enable students to
learn on the move.

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Project BBC Janala


Link: bbcjanala.com

Initiative that is providing English language lessons to citizens via their


mobile phones as part of the wider English in Action program in Bangladesh

Project Bridgeit program


Link: bit.ly/13KUoP6

The program, launched in 2007, allows teachers to download educational


videos (focusing on math, science, and life skills) onto mobile phones.
EtH2O Mtaani is a serious game, which simulates the complexity of life in
an informal settlement, focusing on the scarcity of resources, especially
that of water and housing. Players learn how to manage resources, invest
in the community and prevent escalation of conict
Our customized app motivates children to go to school and to stay enrolled,
and in return they are rewarded with food and medicine.

Get H2O
Link: bit.ly/dnwfyb
M-powering Orisa
Link: mpowering.org

CU@SCHOOL

The CU@SCHOOL pilot project by SNV Netherlands Development


Organisation in Uganda in collaboration with Makerere University
Department for Computer and Information Technology uses mobile phones
to monitor teacher and pupil attendance and absenteeism in 100 primary
schools on a weekly basis.

Telecare implementation,
monitoring patients with
long-term conditions
Link: bit.ly/154qNkA

Telecare is a solution to help provide on-going care to patients with chronic


diseases.

FrontlineSMS
Link: bit.ly/3MKxy8
Global learning at the speed
of a text message
Link: bit.ly/13KUt5v
Project tackling domestic
violence: An SMS SOS
Link: bit.ly/bg0cy8

FrontlineSMS is open source software that turns a laptop and a mobile


phone into a central communications hub. Once installed, the program
enables users to send and receive text messages with groups of people
through mobile phones.
The Planed School Linking programme has been running since 2008 and
connects young people aged between 7 14 in the UK with their
counterparts in China, Kenya, Malawi, Senegal and Sierra Leone. Schools
exchange pen-pal letters, e-mails, videos and local artefacts.
Project Tackling use FrontlineSMS as a tool to help combat violence against
women in the United States, specifically, in the small community of Miami,
Oklahoma.

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AfterCare Program
Link: bit.ly/5vu6V2

Project Mobile Phones for


Health Monitoring
Link: bit.ly/152mqjb

Cell-Life, a social enterprise based in South Africa, is developing innovative


approaches to home care with their Aftercare program. In this program,
Aftercare health workers monitor patients whom they visit at home.
Workers use data-enabled mobile phones to record information about the
patients medical status, medication adherence, and other relevant factors.
The system allows doctors to use mobile phone networks to monitor up to
four key medical signals (electrocardiogram heart signal, blood pressure,
levels of blood glucose, and oxygen saturation levels) from patients who
are on the move.
The Panini Keypad uses statistical predictive texting (Clever Texting) which
allows one to type in all languages of the world on the existing phone
without the need of printed characters on the keypad.

The Panini Keypad


Link: bit.ly/bUMn4T
Healthdirect
Link: bit.ly/ZBTtS
Sana
Link: bit.ly/1bZFS6i
Commcare
Link: bit.ly/J1dkvm
Celedu
Link: bit.ly/12v555F
Rural Voices of Youth
Link: uni.cf/12v6pVW
Fighting Mother-to-Child
HIV/Aids Transmission Using
SMS
Link: bit.ly/17PvmeP
"Learning About Living" Human Sexuality
Information Service for
Adolescents
Link: bit.ly/14KcsDP

A health call centre initiative in Australia helps patients (particularly in


remote areas) make informed decisions about healthcare.
Sana offers an open source data collection and collaboration platforms for
clinical research and best practice health care delivery for underserved
rural populations.
Free and open-source software application with mobile and cloud
infrastructure.
Mobile platform for literacy and language education.
Voices of Youth, is an initiative of UNICEF and NGO Equal Access Nepal to
provide a voice to teenagers of Nepal.
Its overall aim is to test the efficacy of SMS reminders reduce the rate of
mother-to-child transmission of the HIV virus.

Learning about Living was conceived and developed by OneWorld and


Butterfly Works to provide accurate and non-judgmental information about
human sexuality.

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ChildCount+
Link: childcount.org

ChildCount+ is a mHealth platform developed by the Millennium Villages


Project aimed at empowering communities to improve child survival and
maternal health.

Young Africa Live


Link: bit.ly/dCGgAX

Mobile portal platform was designed to be a space where young people can
talk and learn about critical issues that affect their lives: love, sex,
relationships, HIV and AIDS.

M4lit Yoza
Link: yozaproject.com

Initiative that uses cell phones to support teen reading and writing using
Mxit.

MTN Kick Out Malaria


Link: bit.ly/1783lkx

MTN is an interactive quiz that was launched as part of MTN's World


Malaria Day campaign. The aim was to use the quiz to help educate South
Africans about what remains one of Africa's biggest killers.

MoLeaP - The mobile


learning project database
Link: moleap.net

MoLeaP - The mobile learning project database is a public and free-ofcharge online database for teachers, researchers and other (education)
professionals interested in learning and teaching with mobile media. The
concept behind MoLeaP builds on LMLG's research on mobile learning.

Kivadroid
Link: kiva.org
Tiendatek: App for mobile
devices to micro
entrepeneurs in developing
countries
Link: frogtek.org

Kivadroid provides an easy interface for Android phones to browse and


make loans on Kiva. You can manage your basket on your phone and
checkout when you are ready. Also you can browse the latest entries of the
journal and browse your portfolio.
It is a point-of-sale system for shopkeepers that help them better manage
their inventory and improve their profits. All of the information entered
into the phone or tablet synchronizes wirelessly with our servers so that
Frogtek can provide both shopkeepers and their suppliers with real-time
reporting, analysis, and personalized services.

Nokia Data Gathering


Link: bit.ly/13FLLnk

System that provides a web application and mobile application to support


data gathering in the field for projects as diverse as environmental surveys,
disease outbreak monitoring or birth registrations.

Nokia Education Delivery


Link: bit.ly/1783qVd

Nokia Education Delivery makes high-quality education materials available


to teachers all over the world, using the speed and accessibility of mobile
networks. Lessons and training come to life with inspiring and engaging
videos, downloaded from a digital archive.

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Nokia Mathematics
Link: bit.ly/xVLM7D

Launched in 2008 as a pilot scheme for mobile mathematics in South Africa.


Using a popular social networking channel to get kids interested, the
service delivers interactive study packages to students' mobile phones.

Nokia Life
Link: bit.ly/UsB7r4

A suite of mobile services being used by farmers in India, Indonesia, Nigeria


and China to improve their businesses by giving them access to the latest
news, information and education. They can stay up to date on market
prices and weather forecasts, and easily find information and advice on the
best seeds, fertilizers and pesticides.

Palma
Link: bit.ly/1d9QPVQ

PALMA is a complementary tool to support literacy programs for teenagers


and adults. It is composed of a suite of mobile applications for
Smartphones and a management web system.
Table 24: Matrix for needs of target group 4

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As it was the case with target group 3, people from low-income sectors, and access to basic
services such as health, water, education and technology for those people from isolated areas
supposes the difference to be included or excluded. This first conclusion shows where efforts
should be directed to improve the quality of life of this collective.
In a higher level, this population requests for the improvement and the sense of
empowerment and strength in negotiation with institutions in order to keep their culture,
territory and way of life.
In the first analysis of the benchmark for this group, it can be seen that there is a considerable
amount of solutions oriented for this population; however the main problem is focused in
those subgroups that need very dedicated solutions to their problem and environment. Each
isolated area and their population had very specific characteristics, and solutions which had to
be developed taking into account these characteristics from the beginning. Although some
solutions cover general problems (education, health) movable everywhere, few solutions are
oriented for people of the Amazon and Andes.
Document D4.3 will collect general needs for people form isolated areas, and concrete needs
for the Amazon and Andes population, these needs will be used in the Final Roadmap to be
analysed on the way to help and integrate them.

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6. DIM (DIGITAL INCLUSION METHODOLOGY)


6.1 METHODOLOGY
Digital Inclusion Methodology (DIM) is a very useful tool created under M-Inclusion project
with the goal to help developers to create new solutions or adapt existing ones to the
necessities and reality of the Latam Market.
DIM levers in the users roadmap to create an innovative methodology, which allows tackling
projects in Latam for any company from other regions or in the region, but from other
countries. DIM covers all the steps needed to commercialize an application for the MInclusions collectives in any of these countries.
Moreover, DIM is useful for any developer or company interested in creating or adapting any
app in the Latam market., Therefore, this huge scope will enable DIM to overtake the limits of
this project to be extended as a tool to actively contribute in the entrepreneurship ecosystem.
DIM has been created based on the history of many developers, after analyzing the different
problems they suffered. In all of them, similar problems were recurrent, but two were the
main barriers:
1. The distance with users of the app. For most of the developers, it was a problem to
reach the user to know about his/her necessities, the opinion, usability, etc., about the
app. If you are living in a European country, it seems difficult to establish a relationship
channel with different groups in Latam that are unreachable unless you live there.
2. Creating new solutions or adapting existing ones requires funds to address this
problem. To know and have access to regional funds is not easy and demands an
expertise that most of the developers do not have.
Traditionally, both barriers have produced frustration in developers removing the idea to
provide useful tools for helping developing groups to enjoy a better life. M-Inclusion tackles
these problems through DIM, removing these barriers and helping developers to extend or
create apps for the Latam region creating a win-win situation for both developers and group of
interest.
Figure 8 shows the three phases of DIM:
1. Design/Adapt the Solution
2. Funding the Solution
3. Development and Deployment

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Figure 8: (DIM) Digital Inclusion Methodology

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6.2 PHASE 1: DESIGN/ADAPT THE SOLUTION


This phase brings necessities, user experience details, language adaptations, etc. to the
developer. To reach this target, one of the milestones in the DIM (Digital Inclusion
Methodology) is to adapt the identified users needs properly in D.4.3 to effectiveness and
affordable mobile solutions.
Obviously, one of the contributions of M-Inclusion is to build bridges between developers and
the sources collecting users needs which are different local, national or regional organizations
with links created with the different groups of interest.
To define the solutions needs the developer can be supported and may consult different
information sources provided by the project:
1. Deliverable 4.3 End-Users Roadmap, where users needs have been identified and
analyzed.
2. Matrix on existing organizations for adaptation needs of, attached as an annex of this
report, and with information about involved organizations for the social inclusion both
in Latam and Europe
3. Customer Development Methodology, in case the two previous sources couldnt have
provided enough information, developers could get the users needs following this
methodology, explained in the next point.
The last stage of this phase is to define a feasible implementation plan, which enables the
developer to tackle the search for funding in phase 2.
In case the developer has something already developed, it is necessary to analyze if the actual
applications features are enough to cover the users needs, and in case the features arent
enough, an implementation plan to adapt the application to the properly technology,
language, and other elements should be established.

6.2.1 CUSTOMER DEVELOPMENT METHODOLOGY


Costumer development is a methodology created in the middle 90s by the technological
entrepreneur Steve Blank. The concept details a scientific approach that can be applied by
technological startups and entrepreneurs to improve their products by developing a better
understanding of the consumers. This methodology is based in 4 phases which have to be
repeated until there is knowledge about the customers that launch the product successfully:
Customer Discovery, Customer Validation, Customer Creation and Company Building.

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Figure 9: Customer Development Methodology

a. Customer Discover: figure out if there are potential customers for the product to be
developed. It consists to discover if there are clients who will buy the product, not to
create lists of characteristics of the product.
b. Customer Validation: The objective of this phase is to create a sales roadmap. This
roadmap would be the guide for the sales, which would be held by early consumers.
Once these 2 phases are completed, what the entrepreneur gets is the confirmation of a
business model which really works: the potential market is verified, the customers are
targeted, the hypothesis is proved and the sales cycle life is confirmed. Now it is time to
continue with the next steps.
c. Customer Creation: This phase consists to create the demand for the product, it
means in this case, to develop the solution and move it into the sales channels.
d. Company Building: At this moment, it is the time to build the company, based on the
success of the previous phases discovering the users needs and adapting them
correctly in the solutions development.

6.2.2 MATRIX OF ORGANIZATIONS FOR ADAPT


One of the most important issues of phase 1 of DIM is the feature of providing very relevant
information about users necessities to the developer. M-Inclusion has identified and built
bridges with most of the organizations in Latam to be able to provide a channel to this group
of users to whom M-Inclusion is focused. These links have enabled M-Inclusion to detect
current specific users needs which are included in deliverable D4.3 End-Users Roadmap.
Nevertheless, another important value of M-Inclusion is the creation of those links with the
organizations, end-users association, groups, communities, and more, which will enable the
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sustainability of the relations and the possibility to work in a bi-directional (push/pull) way,
where developers can send demos of the apps to these organizations to be valued by end
users. So this push/pull mechanism is very useful for the engagement between end users and
developers.
These organizations also are able to provide information about if the technology is suitable for
the groups of interest based on the proposal from developers.
This work collects all the stakeholders engaged during the project and a set of other
organizations from Europe and Latam detected during the elaboration of this deliverable and
which are significant. In this case it is feasible, the document will contribute with information
about a local contact that can provide answers directly to the readers of this document. The
following matrix shows a summary of the most relevant information of each identified
organization. The full list will be available both as Annex A of this document and in the MInclusions website, in the public results section.

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Organization

Name of the
organization

Acronym

Public /
Private

Website of
the
organization

Contact

Country
where
the
organiza
tion acts

Country
of the
organizat
ion

Core Group

Name

Organizacin
Nacional de
Ciegos de Espaa
National
Organization for
the Blind in Spain
(ONCE)

ONCE

Public

http://www.o
nce.es/new/q
ue-es-la-ONCE

Spain

Spain

Group 1: People with on-going


Physical/Structural Impairment,
subgroup 1.1 people with visual
impairment and blindness

Jess
Hernndez

Red Cross

Red
Cross

Public

http://www.ic
rc.org/eng/

Global

Global

Group 4: people living in isolated


areas

Carlos Capataz
Gordillo
(Spanish Red
Cross)

Fundacin CEDAT

CEDAT

Private

http://www.u
pv.es/entidad
es/CAD/

Spain

Spain

Group 1: People with on-going


Physical/Structural Impairment,
general

Guillermo
Ramiro Salas

Private

http://www.te
chnosite.es/de
fault.asp

Spain

Spain

Group 1: People with on-going


Physical/Structural Impairment,
subgroup 1.3 people with
mobility impairment. Software
developers

Blanca
Alcanda

Fundosa
Technosite

Phone
Number

Position

Technical
Area
Manager

+34 96 387
70 36

Table 25: Extract of Matrix needs of adapting in Europe

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Email

gramiros@upvnet
.upv.es

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6.3 PHASE 2: FUND THE SOLUTIONS DEVELOPMENT


Once the developer has defined a feasible implementation plan, the next step is to evaluate if
the costs are affordable by the company. A common problem in projects focused on offering
solutions that solve needs of the groups considered by M-Inclusion is the return of investment.
So many projects are discarded because developers are not able to access to finance sources
that would allow tackling the project. Phase 2 of DIM provides the answer to the question:
How to finance a developing project in Latam?

6.3.1 MATRIX OF ORGANIZATIONS FOR FUNDS


The objective of this section of the deliverable is to present a complete photography of the
possibility of funding in Europe and in Latam. The work performed tries to detect all the
organizations, programs, associations, governments, etc. interested in funding technological
projects; in other words, any public or private mechanism, that serves to finance technological
projects in EU and Latam which can be implemented to reduce the digital breach among
Europe and Latam, and to detect new mechanism of funding that will apply in the future.
The following table gathers the most relevant information of each initiative/mechanism
detected in Europe, although the Roadmap is going to be published in 2013 and in theory only
funding mechanism with duration beyond 2012 should be included, even so it is interesting to
know and collect some mechanisms with duration previous to 2012 in order to know those
organizations or governments that usually published funding programs and it is logic think that
they will continue in the future. Mechanisms such Crowdfunding platforms have been included
in the list, because in the last years these mechanisms have become an important fund source
for the start-ups and developers. Today, Crowdfunding is increasing day by day emerging more
and more platforms in several countries. Based on Berkeley University, the size of this market
is near to $4 Billion.
As in the previous matrix, in the case it is feasible, this deliverable will contribute with
information about a local contact who can be contacted directly be developers. The following
matrix shows a resume of the most relevant information of each identified organization. The
full list will be available both as the Annex B of this document and in the M-Inclusions
website, in the public results section.
DIMs phase 2 close the existing gap for developers interested in developing and deploying
apps for the M-Inclusion interest groups. If in phase 1, DIM is helping developers to find the
users necessities, phase 2 provides them with different funding sources which allow
developers to tackle phase 3, developing and deploying a commercial solution aligned with the
interests of the groups considered.

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Organization

Program

Acron
ym

Public
/Priva
te

Country
of the
organiz
ation

Count
ry of
acts

European
Commission:
Research &
Innovation
European
Commission:
CORDIS

EC

Public

EU

EU

http://ec.europa.eu/r
esearch/index.cfm

EC

Public

EU

EU

http://cordis.europa.e
u/fp7/home_en.html

European
Commission:

EC

Public

EU

EU

http://ec.europa.eu/ci
p/index_en.htm

Name of the
organization

Website of the
organization

Program

European
Commission

EC

Public

EU

EU

Position

National
Contact
Points
(NCP)
National
Contact
Points
(NCP)

National
Contact
Points
(NCP)

http://ec.e
uropa.eu/r
esearch/pa
rticipants/p
ortal/page/
nationalcon
tactpoint

http://ec.europa.eu
/cip/

National
Contact
Points
(NCP)

National
Contact
Points
(NCP)

http://www.aaleurope.eu/

National
contact
persons

National
contact
persons

http://ec.e
uropa.eu/in
formation_
society/acti
vities/ict_p
sp/contacts
/ncp/index
_en.htm
http://ww
w.aaleurope.eu/
contacts/na
tionalcontactpersons/

http://ec.europa.eu
/research/horizon20
20/index_en.cfm

FP7

7 years
(2007 2013)

50521
million

All

http://europa.eu/le
gislation_summaries
/research_innovatio
n/general_framewo
rk/i23022_en.htm

Programme for
the

COSME

7 years
(2014 2020)

2.522
billion

All

http://ec.europa.eu
/cip/cosme/index_e
n.htm

CIP

7 years
(2007
2013)

3621
million

AALJP

One call
every year

41.762M

Competitiveness

http://www.aaleurope.eu/

AMBIENT
ASSISTED
LIVING JOINT
PROGRAMME
ICT for ageing
well

and Innovation
Framework
Programme

Name

All

http://ec.europa.eu/ci
p/index_en.htm

Competitiveness

Website of the
program

80
billion

of enterprises
and SMEs
EU

Core
Gro
up

7 years
(2014 2020)

Competitiveness

EU

Budget

HORIZ
ON
2020

and Innovation
Framework
Programme
European
Commission:

Public

Duration
of the
program

EU Framework
Programme for
Research &
Innovation
7th Framework
Program for
Research and
Innovation

Competitiveness

EC

Acron
ym

Contact

and Innovation
Framework
Programme

All

Table 26: Matrix needs of funding in Europe

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6.4 PHASE 3: DEVELOP & DEPLOY THE SOLUTION


In the phase 3 of DIM, a developer has achieved the two most important steps, alignment of the app
with current users groups needs, and funding to support the developments. With these two aspects
covered, it is the moment to start developing the solution.
The first step is to develop a prototype in the different platforms used by the M-Inclusion users
group. Currently, in the worldwide market, a developer covers more than 80% of the market when
he/she develops the app in Android and iOS. During 2013, Mozilla Firefox handsets using HTML5
have arrived to the market. These kinds of devices, with low price and high functionalities are hitting
the markets where they are available. It is foreseeable that Firefox-based devices fill a gap in the
existing markets, overall for the M-Inclusions interest groups.
With the prototype developed, it is easy to test it with M-Inclusion real users using the channels
defined through the different organizations available to validate developments covered in Annex A.
Several aspects have to be checked with end-users, but, perhaps, the most important are usability of
the app and user experience. Both issues are critical for any app clearly adapted to the user and
represent the starting point, the necessary condition, to create a successful and useful app. In the
case of the M-Inclusions end users, these two issues are even much more relevant due to the
different characteristics of these groups.
With the validation of the prototype, the app can be developed and offered to end users. First of all,
it can be introduced through the usual channels in the developers original marketplaces: Google
Play, Apples App Store, Blackberry World, etc.
In the case of M-Inclusion, our marketplace plays an important role. M-Inclusion is the rendezvous
point for developers and end users in the case of the different interest groups considered. In the MInclusion marketplace, there are more than 4.000 apps covering different aspects classified by end
users following a folksonomy based in disability and low education terms. So this marketplace is like
a centralized metadata base for users demanding apps adapted to their necessities and nowadays is
the entry point for disable people in the Latam market.

The second option for the developer is to offer the apps to the users through alternative channels
such as the organization, associations or public bodies interested in deploying the app in certain
areas or core groups, due to its inclusive features. Again, the information collected in Annex A is
crucial for developers tackling this way.
In any case, the developed application would usually need a monetization strategy to ensure stream
revenue for the developer. It is possible to find different business models such as free business
models, premium business models, and hybrids which combine both free and premium models.

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6.4.1 MONETIZATION STRATEGIES


Free business models
1. Free apps:
A free app is when can be downloaded by the users with the ability to spend money.. There are
more than 800.000 free apps in Google play and Apple App Store combined, so there is a big amount
of apps to find where to choose the best app which suits to the user. It has to be said that most of
the free apps are built in a combination of one or more business models such in-app payments, adfunded, subscription, etc.
Free apps can lack any monetization business model being funded by a certain organization or
program, with the objective to be offered to a certain users group, and without need of additional
funds source or strategy. Also, there are still a number of free apps with any particular monetization
strategy, being developed just by developers with any special revenue interest.
2. Ad-funded apps:
To introduce advertisements within the apps is a growing business model which is forecasted to
increase substantially in the next years. Developers can embed advertisements in all type of
applications generating a revenue stream to make apps sustainable with a monetization strategy.
App advertisements can be classified in the next types:
a. Banner display: To make apps profitable with this strategy, the app should
attract many users, and encourage repetitive usage, due to the low price for
each advertisement impact. Changes are actually appearing in the banner ads,
with more rich media, interactive, or big expandable banners instead of small
ones.
b. Pay-per-install: in this kind of advertisements, users are encouraged through an
incentive to install other apps. This needs more active users to install additional
apps, but revenue per user seems to be more attractive than with banners.
c. Push notifications: in this monetization strategy, ads are implemented as
messages, and users can be exposed to ads even when they are not actively
using the app, but this strategy should be used carefully to not be intrusive
experiences by the users.
As it was said before, the free app strategies are usually combined with alternative paid strategies,
making hybrid monetization strategies where free apps are combined with paid apps.
Freemium: To combine a free basic and limited version of apps with a complete paid version, with
additional features or functionalities, is usually known as freemium monetization strategy. This
strategy enables users to try out the app for free and if they like it they can upgrade to the premium
and complete version. This strategy allows the free app to climb to the top of the market, inciting
users to download the app and upgrade it to the premium version.
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Premium business models


1. Paid apps: Despite the fact other strategies are becoming more popular, paid apps are
still one to the most common strategies in the mobile apps monetization strategies. The
average price for paid apps has decreased considerably in the last years, and most of the
paid apps nowadays cost around 0,99. This low prices strategy can encourage users to
download the apps in mass and generate revenue for the developer.
2. In-app payments: This strategy charges the user for extra features or content
downloaded and purchased directly from the app. This strategy has become one of the
most important monetization strategies for developers since its introduction in the
marketplaces.
3. Subscription: In subscription strategy the users pay for downloading a new periodic
issue, which is usually named as pay-per-issue download. This strategy resembles the
normal pay per download strategy used in In-app payment strategy the users pay for
download new features.
The most important decision for the developer is to choose the right business model for each
application. The most successful monetization strategy nowadays is the in-app payments or
subscription strategy, but it cannot suit every app: the app funded model is recommended for apps
with massive use several times in the day, , so the strategy has to be chosen carefully balancing users
experience and revenue. It is also recommended for developers to incorporate different business
models for their apps.

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7. TECHNOLOGICAL SUCCESS CASES AND BEST PRACTICES


Nowadays, a huge number of solutions, project technologies, and initiatives in the field of mobile
inclusion are available, as it shows the benchmark achieved in the deliverable D5.1 Report on MInclusion that gathered a big amount of best practices. This study identified and classified wellestablished worldwide technical solutions and on-going RTD projects related to mobile solutions
which have a tendency to help mitigate the social and digital exclusion of disadvantages in LATAM
regions social groups...
More than a hundred solutions were detected in Deliverable D5.1, and in this document a set of
these solutions are developed as success cases of a solution implementation focused on M-Inclusion
target groups. These technological success cases called best practices are developed because of
their success, significance, and level of maturity.
An analysis of the different solutions is made in the following sections, including a comprehensive
study of how they were implemented, following a common methodology for all cases. This
methodology tries to solve questions from the origin of the initiative to its possible future, following
the next schema:
1. Short description of the initiative/solution
2. The beginning of the solution/initiative
a. Origin of the idea
b. Partners, the consortium
c. Funds, public or private support
3. Description of the case
a. Objective
b. End-Users group
c. Area of work
d. Needs/needs covered or solved
e. Solution developed: more technical description
4. Actual state of the solution:
a. What is the present state of the solution?
b. Do they have results or prototypes? Describing the perspective of end users.
c. Benefits: does the project finally improve the quality of life of end-users?
5. Future
a. Possibility of a product
b. Possible business case
c. Success of the initiative form different points of view: users, partner, funding bodies
After a depth analysis of the technical benchmark, several solutions were candidates for being
developed:

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Project/Initiative

Group

Pros

Cons

METABO Project25

Group 2

Wide knowledge of the project

Finished project with no


continuity

Prototype with final users


Huge EU consortium: industrial,
end-user and health partners

Research project

Sensor data capture


Diabetes: very common
From patients and specialists
Good pilot results
HECATE Project26

Group 1

Wide knowledge of the project


Worldwide application

No prototype with final


users jet

Local government support


MAMA27

Group 3

Consolidated prototype with


real users
Three country program areas:
Bangladesh, South Africa and
India

No EU partners
Difficult to contact with
the responsible

Huge consortium: health,


industrial and end-user partners
Easy and cheap technology:
SMS messages
PALMA28

Group 3

Brazil region

Finished project

Pilot (stated in April 2011)

Old information

Application for student and


teachers/education entities

Inactive

Good results of the pilot


29

SANA

Group 4

Pilot with real users in the


Philippines
Open source platform

US project
Solution for medical
professionals only

Sensor data capture


Muvete Per Mvil

Group 3

Very good results

Close project

It can be applied to a different


groups of users, as chronic
diseases

No possibility of business

http://www.metabo-eu.org/metabo-project/
http://www.proyectohecate.es/
27 http://www.mobilemamaalliance.org/
28 http://www.ies2.com.br/site/paginas/palma.jsf
29 http://sana.mit.edu/
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Simple and affordable


technological solution
Nokia Data
Gathering30

All

Open Source since 2012


Customizable application

Solutions for
professionals

Hugh number of success cases


that use the application in
different sectors

Available for Windows,


Phone, and Java-featured
phones

Complete solution: server +


mobile phone app
Hugh number of users
Table 27: Solution candidates for the success analysisError! Marcador no definido.

The MAMA initiative brings the perfect scenario to develop a best practice on mobile solution for
low-income target groups, focused on maternity and early years of life, with an easy and cheap
technology of text messages. Other main advantages of this project are that it is running at this
moment. In the same way, Nokia Gathering Data Initiative represents a perfect example of a working
initiative around the world in multiple sectors with an affordable technological solution.
Metabo project also represents a good example of success for people with non-communicable or
persistent communicable conditions, in particular for diabetes subgroup. Metabo is completed at
this moment but represents an EU research project with good results to be implemented in the
future.
In Latam, Muvete Per Mvil is an initiative of the Per government that achieves very good
results, and it is developed as a success case in Latam for this reason.

7.1 SUCCESS CASE 1: MAMA INITIATIVE


MAMA is the acronym of Mobile Alliance for Maternal Action; this initiative is engaging an
innovative global community to deliver vital health information to new and expectant mothers
through mobile phones. MAMA started in May 2011 with three years duration and $10 million
investment to create and strengthen programs in Bangladesh, South Africa and India. Nowadays,
MAMAs adaptable mobile messages are being used in 50 countries around the world.
The reason for chosen the MAMA project is value for money. MAMA's services are easy to use and
they work. MAMA has published lots of stories that they have successfully improved the quality of
life of the mothers and babies. The project has received a lot of positive feedback. Mothers dont
need to get an appointment with a nurse or a doctor. She will directly get helpful knowledge about
her mobile via SMS. Because of this solution many mothers have learned how the pregnancy is
progressing and what matters are covered and are natural in any given stage of pregnancy and
motherhood. In addition, technology does not have to be advanced. It is sufficient that mothers
have access to second generation (2G) mobile phone network. This is an easy and affordable
solution.

https://nokiadatagathering.net/login
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To reflect the M-inclusion project, MAMA would help at least two target groups: Group 3 lowincome sector people, whose subgroup is maternity and early years of life, and group 4 populations
from isolated areas. Following World AIDS Day 2012, MAMA rolled out new PMTCT adaptable
messages, designed to be delivered via mobile phones to mothers living with HIV in low-income
communities in developing countries, therefore group 2, People with non-communicable or
persistent communicable conditions with focus on HIV/AIDS are also involved in project MAMA.

7.1.1 THE STARTING POINT


More than 1000 women die every day from childbirth or pregnancy-related complications and 3.1
million new-born deaths occur every year. But most of these deaths occur in the developing world
and most of these deaths are preventable. There are now at least 1 billion women in low-and
middle-income countries who own mobile phones. In order to address this stark reality, U.S.
Secretary of State Hillary Clinton launched MAMA initiative on Mothers Day 2011
MAMA is a public-private partnership launched between the United States Agency for International
Development and Johnson & Johnson with supporting partners - the United Nations Foundation,
mHealth Alliance, and BabyCenter.

7.1.2 DESCRIPTION OF THE CASE


The power of health is in every mamas hand, and with this motto the mobile Alliance for Maternal
Action (MAMA) plans to empower mamas of low-income sectors to make healthy decisions during
their pregnancy and post-partum and early years of children. MAMA understands the importance of
mothers for children, communities and nations, and the loss that means their deaths, even more in
low-resources communities across developing countries.
Statistics indicate that everyday 800 women do not survive childbirth or pregnancy in the world, and
in these cases babies are up to 10 times more likely to die within two years of their mothers death;
these results on 3.1 million newborns who die every year. The poorest moms in developing countries
don't have enough information to bring up their infants. Moms need more support and information
to provide a healthier base for the children.
But these deaths, mothers and children, could be prevented; there are strong links between the
provision of family planning and improvements in child health and survival. In response to the
overwhelming need, MAMA started in May 2011 for a period of three years and $10 million
investment to create and strengthen programs in Bangladesh, South Africa and India.
Supporting partner of MAMA, BabyCenter created a series of health messages to educate and
empower women to make better health choices for themselves and their children. These
comprehensive, stage-based messages are "open source" meaning partners can translate and adapt
the content as needed for their region. MAMAs adaptable messages are based on WHO and UNICEF
guidelines and have been developed in close collaboration with a group of global experts who make
up MAMAs Health Content Advisory Council (HCAC). Members of MAMAs HCAC include recognized
specialists in the fields of maternal and child health, midwifery, obstetrics/gynecology, pediatrics,
nutrition, reproductive health and immunization.

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Use case
Messages are available for both text (SMS) and audio (IVR) programs. Recently, these messages have
created a new set of content, in collaboration with global experts, including FHI 360s Mobile for
Reproductive Health (m4RH) team: post-partum family planning messages. The new post-partum
family planning messages are an addition to MAMAs suite of content that includes breastfeeding,
immunization, prevention of mother-to-child transmission of HIV messages as well as messages for
husbands and mothers-in-law.
The information is delivered twice a week in one of two forms: SMS, or short 60-second mini-skit
voice messages, with local actors playing the roles of a doctor, pregnant woman, mother and
mother-in-law. The characters enact scenarios in an entertaining and educational format. Dialogues
range from the doctor explaining the importance of iron-rich food, to reminding the pregnant
mother that it is time for her medical checkup. The next picture shows how MAMA messages works:

Figure 10: MAMAs functionality

MAMAs example case During the projects pilot phase at Bangladesh, MAMA provided almost
1,500 moms and household decision-makers within their familiesusually spouses, mothers and
mothers-in-lawwith mobile messages.

7.1.3 ACTUAL STATE


Nowadays, MAMA works in three regions, with three different programs adapted to the reality of
each country. These three programs are described with their actual situation and the goals they have
established as the following examples indicate.
MAMA Bangladesh31
MAMA Bangladesh program is known as Aponjon, which means the close/dear one in Bangla. In
this program the information is delivered twice a week in one of two forms: SMS, or short 60-second
http://www.aponjon.com.bd/index1.php
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mini-skit voice messages (majority of users are illiterate), with local actors playing the roles of a
doctor, pregnant woman, mother and mother-in-law. The characters enact scenarios in an
entertaining and educational format. Dialogues range from the doctor explaining the importance of
iron-rich food, to reminding the pregnant mother that it is time for her medical check-up.
MAMA Bangladesh relies on multiple revenue streams, including donor funding, corporate
partnerships, mobile operator discounts and user fees. The Aponjon service, which costs two taka
(approximately 2.5 cents) per message, will provide the messages free of charge to at least 20% of
the poorest subscribers.
In December 2012, Aponjon launched its service nationwide in Bangladesh, and women across the
country are able to register. The service has the option to include parallel messages developed for
specific household decision-makers that reinforce those delivered to these new and expectant
mothers. The data says until June 2013 Aponjon had more than 73,000 subscribers. The goal of
Bangladesh program is to reach 3 million subscribers (pregnant women, new mothers, and
household decision-makers) in 3 years.
MAMA South Africa32
The reality of South Africa is completely different, in South Africa the reach of mobile is staggering,
more South Africans use a mobile phone than watch television or listen to the radio, and there are
more SIM cards in South Africa than people. But at the same time, South Africas maternal and infant
mortality is unacceptably high. Up to 40% of maternal deaths in South Africa are HIV/AIDS-related.
Addressing maternal and child mortality is one of the four priorities of the South African Department
of Health.
MAMA South Africa (SA) uses mobile phones to inform and empower mothers to adopt healthy
behaviours and to access maternal and child health services.
The SMS service provides two messages a week, as of the mothers fifth week of pregnancy until
her baby is one year old. She can opt to receive additional information specifically designed for HIVpositive mothers. MAMA SA also has developed a dynamic community portal or mobisite33 that
includes stories from real mothers, polls, articles and life guides. With mamas due date or babys
birth date, a mother can ensure that she receives information targeted just for her and her child. The
program also include an interactive quiz service that allows a mother to test her knowledge by
dialling in weekly to receive two questions relevant to her pregnancy or baby at that time.
MAMA SA was officially launched on May 9, 2013, so its background is still short, but until June of
2013 almost 34,000 users (pregnant women, new mothers and household decision-makers) were
subscribed to the service. The goal is to achieve 500,000 users in two years.

http://www.askmama.co.za/index.html
www.askmaam.mobi
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MAMA India
The reality of India says the maternal mortality ratio in India averages over 200 per 100,000 live
births, well short of the target of 109 per 100,000 live births set for 2015, despite significant
increases in government allocations for maternal and child health.
The MAMA India program, planned for implementation as of 2013, aims to address this unmet need
for access to critical health information through leveraging the impressive level of mobile
penetration. No more data about the Indian program is available at of the moment of the
development of this deliverable.
MAMAs community
Aside from the three programs or pilots, MAMA offers the possibility of engagement to any
organization. MAMA messages are offered free of charge, so any organization can apply to use the
messages completing a brief questionnaire about the organization and its program. After the
request is approved, the organization is free to adapt the messages to the cultural moms and
traditions of the working region and to deliver the messages.
With this modality more than 140 organizations in 50 countries are engaged, this brings the
possibility to reach 20 million women over the world.

7.1.4 FUTURE
MAMA is in its very early days of implementation, and a critical point will appear at the moment of
moving from the pilot phase to scale up. While very early numbers are promising, they do not yet
provide evidence of success.
The next steps in this project are:
-

MAMA Bangladesh is also exploring the development of higher-end apps for upper-income
audiences that would help cross-subsidize the basic service for the poorest mothers in
Bangladesh.
MAMA SA will expand to include voice services for mothers with low literacy, and a portal on
MXit - a popular mobile social network.
Start-up MAMA India program.

MAMA's Global Learning program34 uses the lessons learned by MAMAs three country programs
and expert knowledge across a range of sectors and subjects to inform the development of tools and
resources that can be used by others in the field. These can be tested and refined through practical
use in real programs. MAMA aims to use services35 such as workshops, discussion forums, and
publications to support organizations that are implementing mobile messaging programs to improve
maternal and child health. MAMAs workgroup constantly seeks to better understand the kind of
support that is most needed by project implementers.

http://www.mobilemamaalliance.org/how-we-help
http://www.mobilemamaalliance.org/tools-and-resources
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Business
MAMA uses B2B (Business-to-business) to provide services to the organizations and other
companies. They offer the opportunity to any organization to use the messages. The organizations
can deliver the content to the local waiting-mothers and mothers. Example MAMA Bangladesh relies
on multiple revenue streams, including donor funding, corporate partnerships, mobile operator
discounts and user fees. In Bangladesh: One Voice (IVR) charge: Taka 2.00 (+vat) per message and
SMS charge: taka 2.00 (+vat) per SMS. Two taka is approximately 2.5 cents.

Success of the project


There has been a lot of news about the success of the initiative from the users point-of-view36.
Moms have been very excited and have been given very good feedback about MAMA's services.
Moms do not have to travel long distances to her local clinic or call a doctor. Mothers can get
valuable information at different stages of maternity, which are very encouraging for them, only
staying home with a new-born child. Also, mothers like to spread this important knowledge to
others. Therefore messages can indirectly help mothers in same situation. Examples of success
histories about MAMA could be read at de following links:
- May 10, 2013 http://www.pbs.org/newshour/rundown/2013/05/in-south-africa-usingmobile-technology-to-improve-maternal-health-access.html
- May 10, 2013 http://www.voanews.com/content/pregnant-text-messages-southafrica/1658649.html

7.2 SUCCESS CASE 2: METABO PROJECT


METABO is an EU-funded European ICT project carried out within the 7th Framework Program
devoted to the study and support of metabolic management in diabetes for both, patients and
specialists. Diabetes disease is currently growing considerably among the population, reaching
prevalence levels of epidemic proportions.
METABO set up a comprehensive platform that will relate the clinical dimension of the patients with
their daily life and reality through a multi-parametric monitoring system that will gather information
of the metabolic status of patients and through a web application where physicians will access all
these data together with all regular clinical parameters that are currently used.
The reason for chosen METABO as a success case is its research value. METABO represents a success
initiative in Europe in the field of m-health research projects. The project formed part of the 7th
Framework Program of the European Union, with a huge consortium that supports their results. It
covers all the process required to reach a successful initiative in an important field as it is diabetes
illness combining innovation with inclusion.
Regarding M-Inclusion project, METABO joined target group 2 perfectly, chronic patients with special
interest in non-communicable or persistent communicable conditions as diabetes, which
corresponds with subgroup 3. METABO end-users group also includes National Health Systems,
General Practitioners, Endocrinologists, Nurses, DMT1, DMT2 and caregivers.

http://www.mobilemamaalliance.org/news-and-media
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7.2.1 THE STARTING POINT


Diabetes mellitus is a chronic disease, characterised by hyperglycaemia, resulting from defects in
insulin secretion, insulin action or both.
Complications associated with diabetes include diabetic retinopathy (a leading cause of blindness
and visual disability), kidney failure, heart disease, neuropathy and diabetic foot disease. Diabetes
mellitus and its complications have become a major public health problem in all countries. It causes
significant physical and psychological morbidity, disability and premature mortality among those
affected and imposes a heavy financial burden on health services. The prevalence of diabetes is
rising globally, and the number affected is expected to double by 2030. The prevalence and
complications can be reduced through early and appropriate intervention. Within Europe, important
differences between potential risk factors (lifestyle, environmental factors, genetic predisposition,
etc.) exist37.
METABO focuses on the improvement of diabetes disease management by providing patients and
medical doctors with a technological platform to help them handle and analyse all information
related to diabetes treatment, integrating it with patients lifestyle data.
The project addresses the need of health practitioners to more effectively develop and implement
adaptive monitoring and modelling processes of chronic diseases for improving care provision,
enhancing patients quality of life and lowering the costs for National Health Systems and
individuals.
METABO is an EU-funded European ICT project carried out within the 7th Framework Program and
its consortium is launched by partners around all Europe38: Medtronic Iberica, Ferrari, ORT France,
SATE, MEGA, Microdata, DSS, R&S, World Mactch, SERMAS, University of Kuopio, University of
Patras, University of Augsburg, Charles University, University of Parma, Universidad Politecnica de
Madrid, Universidad Politcnica de Valencia, National Technic University of Athens, and AUSLM.

7.2.2 DESCRIPTION OF THE PROJECT


Diabetes has become a worldwide epidemic, with increasing costs for health and welfare system and
for the community. It affects approximately 5% of population in developed countries (150 million
persons currently and 300 million in 2025). High percentage of sick people remains still without
diagnosis.
The International Diabetes Federation (IDF) estimates that the equivalent of an additional 23 million
years of life are lost each year to the disability and to reduced quality of life caused by the
preventable complications of diabetes. In Europe IDF estimates39 that the yearly cost of diabetes is
around 67 Million International Dollars.

http://ec.europa.eu/health/major_chronic_diseases/diseases/diabetes/index_en.htm
http://www.metabo-eu.org/consortium/partners/
39 http://www.idf.org/diabetesatlas
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For these reasons, METABO project starts on January 2008 with 42 months duration, and its main
objective was to develop an ICT platform tailored to specific needs in diabetes management in
public/private health systems in several environments (in-car monitoring, blood glucose monitoring).
METABO is a project devoted to the study and support of metabolic management in diabetes for
both patients and specialists. It focuses on the improvement of diabetes disease management by
providing patients and medical doctors with a technological platform to help them handle and
analyze all information related to diabetes treatment, integrating it with patients lifestyle data.

Figure 11: METABO scenario

Solution developed
Single features for each type of diabetes type were translated into requirements and then deployed
as tools to run over multiple platforms (iOS, Windows Mobile, Windows). These tools were
developed within Application Program Interfaces (APIs) and scaled to provide multiple levels of
interactions, depending on the type of diabetes and the type of user. The information generated was
sent via services to healthcare professionals involved in the follow up process. Two Patient Mobile
Devices (PMD) contained native applications to record and display prescriptions, events and other
kind of information. T1DM patients owned an HTC model and T2DM an iPhone 3G. Patient Panel
(PP) was a table/desktop application that both users and caregivers used to download sensor data
from each device and upload it to the system server to make it accessible to both physicians
applications and patient mobile applications.
The main technical challenge consisted in storing this kind of information in a common PHR,
enabling different interactions from all the modules within the system. Terminal applications
(patient and doctor) were connected through a distributed Service Oriented Architecture (SOA). This
core contained a central data base and modules around it to build up a secure and scalable platform
of functionalities for data share and exchange.

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Up to seven modules were in charge of administrating the central data base, performing data
analysis, controlling patient compliance and treatment follow up awareness, providing security
features (access and integrity), at the same time serving as an access point to other HL7 compliant
health care entities. Web services were developed to be consumed with different technologies
through a combination of SOAP/XML and WSLD protocols in order to meet system requirements. A
total of forty-five methods were designed, implemented and tested. Information was embedded
into XML files and sent as serialized or compact objects depending on their connection speed rate.
Different client applications (iOS, .NET, Java) have been integrated in this platform using different
data engines (SQLite, SQLCE, MySQL). Despite the similar data type definitions for these
technologies, many exceptions were found while integration tasks on some types of data parsing
mostly related to the number of bytes contained Integer and Float values. Thus, all services were
developed to work with common types of data type across the mentioned platform (32 byte string),
and then locally converted the value depending on the type of client implementation.

Use case
Diabetes Mellitus Type 1 follow-up (ANA case) has its own basis in two types of monitoring. The first
strategy is an intensive follow up performed through a set of six sensors which takes measurements
of many physiological variables such as blood glucose, exercise and weight performance, among
others. Data from the sensors is uploaded automatically through the Patient Panel application as the
device is connected via USB. The second strategy is the non-invasive follow up which records the
patient lifestyle in his Patient Mobile Device through forms and questionnaires regarding patients
food intake habits, educational level, personal feelings. Information from these two sources is sent
to the professional application through secure web services where the physician can tune the
assigned treatment or adapt the insulin therapy on daily information basis. In this way, the doctor
has tools to recommend monitoring routines or diets based on carbohydrates counting, workouts,
and educational reviews that are downloaded instantly to the Patient Mobile Device.

7.2.3 ACTUAL STATE


The solution is at its prototype stage and has been evaluated in a real pilot across Europe (n=52). The
prototype is created by software platform built up by several components in charge of data storage,
communications and GUIs. Some software components are designed to run on specific devices,
other have lower requirements.
After the pilot experience, interviews to evaluate the platform goodness were performed to both
patients and doctors. These interviews were diversified into many topics: application usability,
usefulness of the tools, and clinical validation of the new communication paths. Results show an
end-user acceptance form of the applications and usefulness of the system to manage and control
the disease. All of them ensured they would purchase the solution or obtain it from the institution if
it was a commercial product.
Despite the results on the clinical side are not statistically significant, evaluation questionnaires and
other interviews reveal that the platform has improved the way diabetes is managed and how the
dynamism provided by METABO in treatments updating and education has helped them to achieve
personal goals.
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7.2.4 FUTURE
Thanks to the good results obtained during the piloting phase, the project has the possibility to
become a commercial project, but only partners have the last word on this. The results of the project
have several applications as for example: telemedicine platform for public/private services,
professional dashboard to manage diabetes patients, mobile apps to follow-up treatments and selfmanage diabetes. A Project coordinator is nowadays exploring the possibility of creating a
commercial product form the project outcomes with some consortium companies.

Success of the project


METABO stands as a successful project in the EU. Funding bodies have granted the highest
qualification to the project finished on September 12th, given the scientific impact in congresses and
journals, usability questionnaires to patients and doctors, general results and all the knowledge
generated in periodic reports40.

7.3 SUCCESS CASE 3: MUVETE PER MVIL


Muvete Per Mvil was an SMS-only campaign running throughout of 2012 in Lima Province.
This innovative campaign promoted physical activity among male and female youthmostly
university studentswith text messages that were motivational in nature. Evaluation of the
campaign showed that women receiving 1 weekly SMS reported greater physical activity than
women receiving 1 biweekly SMS. Muvete Per Mvil was chosen as a Government Best Practice
by the civil organization Ciudadanos al Da in July 2013.

7.3.1 THE STARTING POINT


Peru is experiencing an epidemiological transition in the recent years, where chronic diseases are
becoming more prevalent than infectious diseases (Velsquez et al., 2009). Among the leading
causes of death are the group of cardiovascular diseases, including hypertension and heart diseases
(Velsquez et al., 2009). One way to halt the rise of chronic diseases is to target modifiable factors
that are known to influence the onset of these health conditions. Four of these modifiable factors
are (1) the promotion of physical activity and (2) the intake of fruit and vegetables, as well as the
discouragement of (3) smoking and (4) alcohol consumption.41
Given the rise of chronic diseases in Peru, the Ministry of Health (MoH) is focusing its preventive
efforts on several key determinants of health including physical activity. Further, and due to the
global evidence of the positive effects of SMS on the uptake of health behaviors (Cole-Lewis et al.,
2010) and the current initiatives tested by Peruvian researchers in the public health arena (e.g.
Curioso et al., 2009), the MoH decided to adopt a new technologythe use of SMSas part of the
bundle of existing strategies that promote physical activity.
As a result, the MOH created the campaign Muvete Per Mvil, developed by the General Office
of Statistics and Informatics (OGEI), within the MOH, as a fully-funded governmental project. This
free-of-charge campaign enrolled over 3,500 participants.

http://www.metabo-eu.org/communication-room/
http://www.who.int/chp/chronic_disease_report/media/Factsheet1.pdf
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7.3.2 DESCRIPTION OF THE PROJECT


The main objective of Muvete Per Mvil was to increase self-reported physical activity during
the past week. The specific objectives were to increase (1) the number of days engaging in physical
activity in the past week, (2) the number of minutes engaging in physical activity during a typical day
of the past week, and (3) the number of individuals engaging in optimal levels of physical activity
that is, at least 30 minutes of physical activity every day.
Due to the rise of chronic diseases in the country, this campaign promoted a healthy lifestyle
behavior, among youth, associated with the prevention of obesity and cardiovascular diseases. The
campaign was aimed at youth, mainly college students of public and private universities in Lima
Province in Peru.

The campaign disseminated exclusively text messages and these messages were developed
specifically for the campaign. The SMS content was developed addressing theories of behavior
change, scientific research on persuasion, and the results of prior interventions that succeeded at
promoting physical activity using ICTs with different populations. For example, the campaign relied
on the Theory for the Prediction of Behavior (Fishbein & Ajzen, 2010) and Social Cognitive Theory
(Bandura, 1977). In addition, the campaign was built based on research on message effects such as
self-efficacy appeals (Wong & Cappella, 2009) and loss and gain frames (OKeefe & Jensen, 2006)).
Initial versions of the messages were validated with experts of the Ministry of Health of Peru and by
a pool of individuals from the target audience.
Examples of the campaign messages appear in the next table:
Behavioral predictors

SMS
Haz actividad fsica cada da, renovaras tu estado de nimo y te
sentirs contento. Salud, nueva actitud

Attitudes
(Engage in physical activity every day, you will improve your mood
and you will feel happier. Health, new attitude )
Recuerda ir en bicicleta, caminar y subir o bajar las escaleras.
Incluirlas en tu rutina diaria es fcil. Salud, nueva actitud
Self-efficacy

(Remember to ride on a bike, walk and go up/down the stairs.


Including them in your daily routine is easy. Health, new attitude
)
Divirtete de manera saludable con tus amigos: haz futbol, vley,
gimnasia, bsquet, danzas o caminatas. Salud, nueva actitud

Social support
(Have fun with your friends in a healthy way: play football, volley,
basketball, dance or hiking. Health, new attitude )
Table 28: SMS targeted three behavioral predictors

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Participation in the campaign was voluntary and individuals registered online using the following
electronic form:

Figure 12: Electronic registration formMuvete Per Mvil

This web-based registration form was published within the MOH web portal and was also
disseminated through online social media tools such as Facebook and Twitter. In addition, the MOH
actively promoted the campaign during visits to the university campuses throughout Lima.
Once the participants registered for the campaign, they were randomly assigned to one of three
groups, each receiving SMS with different frequencies. For example, one group received three
weekly SMS, another group received one weekly SMS and a third one received 1 SMS every two
weeks. While frequencies varied, each group received the messages in the same sequence, as
shown in the following table.

Week

Frequency 1

Frequency 2

Frequency 3

SMS Attitudes

SMS Attitudes

SMS Attitudes + SMS Self-efficacy + SMS


Social support

SMS Self-efficacy

SMS Attitudes + SMS Self-efficacy + SMS


Social support

SMS Social support

SMS Attitudes + SMS Self-efficacy + SMS


Social support

SMS Attitudes

SMS Attitudes + SMS Self-efficacy + SMS

SMS Selfefficacy

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Social support
5

SMS Social
support

SMS Attitudes

SMS Selfefficacy

10

11

SMS Social
support

12

SMS Self-efficacy

SMS Attitudes + SMS Self-efficacy + SMS


Social support

SMS Social support

SMS Attitudes + SMS Self-efficacy + SMS


Social support

SMS Attitudes

SMS Attitudes + SMS Self-efficacy + SMS


Social support

SMS Self-efficacy

SMS Attitudes + SMS Self-efficacy + SMS


Social support

SMS Social support

SMS Attitudes + SMS Self-efficacy + SMS


Social support

SMS Attitudes

SMS Attitudes + SMS Self-efficacy + SMS


Social support

SMS Self-efficacy

SMS Attitudes + SMS Self-efficacy + SMS


Social support

SMS Social support

SMS Attitudes + SMS Self-efficacy + SMS


Social support

Table 29: Communication Plan: sequencing of SMS according to the different frequencies

7.3.3 ACTUAL STATE


The campaign has ended already. It ran throughout of 2012, between January and March of 2012.
The results of the campaign and their evaluations are available per request to the General Office of
Statistics and Informatics (OGEI) of Ministry of Health of Peru. A preliminary study of this results
showed that female participants benefited from the campaign. Women receiving 1 weekly SMS
reported greater physical activitynearly an extra half-day of physical activity in the past week than
those in the comparison group, who received 1 biweekly SMS.

7.3.4 FUTURE
The set of messages is available per request to the General Office of Statistics and Informatics (OGEI)
of Ministry of Health of Peru. Muvete Per Mvil was chosen as a Government Best Practice by
the civil organization Ciudadanos al Da in July 2013.

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7.4 SUCCESS CASE 4: NOKIA DATA GATHERING, INNOVATION THAT HELPS SAVE LIVES

Figure 13: Nokia Data Gathering Image

Organizations that engaged in fundamentally different activities share the same need for accurate
and timely field data. Filling out paper forms, sending them back and transcribing them is a slow and
cumbersome process that delays information availability and does not allow participants to make
potentially crucial decisions.
Data collection with a mobile phone has the potential to dramatically improve any service that relies
on accurate and up-to-date information. When information is more timely critical and the location is
more remote, more organizations will gain from a mobile phone-based solution.
Nokia Data Gathering is a solution that helps organizations collect field data on critical issues using
mobile phones instead of paper forms, PDAs or laptops. Whether helping to prevent disease
outbreaks, building a census or tracking agricultural stock levels, Nokia Data Gathering has saved
time and money for organizations around the world while also improving information accuracy.

7.4.1 THE STARTING POINT


The Nokia Data Gathering program was born in early 2007 in response to inquiries from public,
private and non-governmental organizations about the development of technological solutions
which could be used on a global scale, and which focused on the rapid and accurate collection of
data from field research. This rapidly obtained data would then be used by an organization for
analysis and decision making purposes.
After initial research was undertaken, the Community Involvement team at the Nokia Technology
Institute in Manaus, Brazil, developed Nokia Data Gathering, a mobile system to improve the
efficiency and accuracy of data collection in the field. The first project to use Nokia Data Gathering
was implemented in the Amazonas together with Amazonas State Health Department (SUSAM) and
the Health Vigilance Foundation (FVS) to combat the spread of dengue fever. Since the first project,
Nokia Data Gathering has been implemented in data collection projects around the world in varying
sectors. Since August 2010 the software has been offered as an open source tool to allow many
more organizations to use it and modify the software code for their specific needs.

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7.4.2 DESCRIPTION OF THE PROJECT


System Overview
Nokia Data Gathering consists of two modules, server and mobile phone, to enable the smooth
transfer of information from the survey administrators to the field workforce and vice versa.
Server: The Server is used to create and send questionnaires to mobile phones receive survey
results, manage users and groups, map data using GPS coordinates, review data as simple charts,
and export data for further analysis in XLS or KML formats. The server can receive survey results
from the users in near real-time, provided the field personnel are within the range of a mobile data
network.
The server can also be used to send group SMS messages to the mobile phones of the field staff. The
servers user interface is simple and clear, using drag-and-drop functionalities and mouse-overs to
inform and guide users. It is based on the latest technologies and standards, such as OpenROSA,
XForms, HTML5, JQuery, CSS3 and Play!

Figure 14: Example Screen Nokia Data Gathering

Mobile Phone application: The Mobile Phone Module is the only part of the system that is visible to
field personnel. It is the software that appears on their mobile phone, presented as an easy-to-fill
questionnaire.

Figure 15: Mobile Phone App for Java and Windows Phone

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The process of using Nokia Data Gathering begins with survey creation, which allows users to write
tailored questionnaires. The questionnaires can then be delivered to the field workforce wirelessly
using a normal mobile telecommunications network. Having received the questionnaire(s) on their
mobile phones, the field workforce can then use their phones to enter and store the responses to
questions. The system also allows users to geo-tag data with GPS location coordinates, providing an
additional layer of information and helping to validate data collection. Once the information is
collected, the application is used to send the responses back to the server for instant analysis, once
again via a mobile network.

Figure 16: Nokia Data Gathering Process

Compared to other mobile based data collection tools, Nokia Data Gathering offers high usability (
easy to use Java and Windows Phone clients), a complete end-to-end system (including mobile and
server modules, with the option for organizations to host their own server and have full control over
it and security accessing their data), the ability to review sent results (using the servers graph and
map views), and the option to export data for further analysis (in XLS and KML formats, which are
compatible with many data analysis tools).

Advantages
The conventional format of research requires the remittance of many forms, and always exposure to
risk of incorrect reporting and consequent delay in the analysis and compilation of data. The
technology of Nokia Data Gathering ensures the transmission of real time data through the GPRS of
GSM networks.

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In places where there is no network, the data can still be stored on a memory card and sent when
the signal is restored. The possibility of sending data to a computer via Bluetooth (wireless), USB
cable or the memory card itself still exists

Dengue Combat
The SUSAM used the Nokia Data Gathering from October 2008 to assist in the prevention of
diseases. Starting this year, health experts introduced Nokia E61 and Nokia E71 models in the
streets of the metropolitan region of Manaus, , to obtain and record data on preventive behaviors
and symptoms of dengue.
Data has been collected over 8000 field results in the eastern Amazon capital, where most cases
were being registered. The data collected during the campaign would support the bi-monthly
surveys conducted for the rapid assessment of the presence of larvae of the mosquito Aedes aegypti
in homes and other buildings.
According to the State Secretary of Health, Agnaldo Costa, "3,522 cases were registered in Manaus
during the 2007/2008 campaign for the prevention of dengue. With integrated actions of the
Government of the State of Amazonas and the tool support via phone, the number of cases in the
2008/2009 campaign has been reduced to 245. "
The result helped the Amazon to be delisted from the Ministry of Health, which indicates the states
that contribute the most to the spread of dengue in Brazil.

Diversity of Applications
The NDG technology is open source and flexible, allowing the customization of forms and questions
aimed at other areas where obtaining remote data is also critical, such as agriculture, census,
emergency services and support to children in need, among others.
Nokia offers free licenses to use the software to public sector organizations and NGOs and works
with several other government agencies in Asia and Latin America to deploy the service.
In 2009, an agreement was reached with the Ministry of Agriculture of the Philippines for the
adoption of NDG in the management of rice production. INDT technicians, responsible for the
creation and improvement of software, were in this country to teach people how to use this new
tool.
In partnership with the Foundation Human Nature, INDT also conducted a pilot project in Ecuador,
training volunteers to collect data from health records in isolated communities. The solution is also
about to be used in Tanzania for recording dates of birth for residents of remote areas.
Being open source, anyone anywhere in the world can run, copy, distribute, study, change and
improve the software without limitations. Thus, users can adapt it to their needs.

The NDG worldwide


In Kenya, the Nokia Data Gathering helped children to have an official identity document. There, the
registration process is time consuming and has high costs for the country. Through the application,
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Nokia and Plan Finland developed a pilot project that allows the registration of these children
through the cell phone without transfers and massive retrenchment.
The application possibilities of the NDG are virtually limitless - from tracking regional temperatures
to compare fishing regions. The solution has also been used in the areas of health, agriculture,
census and social welfare.
The NDG has implementations in a number of projects in countries in Africa, Asia and South America
and INdT Nokia, in partnership with governments and humanitarian organizations worldwide, has
working groups for development of new features in Application.

International Recognition
Thanks to the positive results, the project was quoted in the report global health "mHealth for
Development" of the United Nations Foundation. The NDG was also featured campaign "Progressive
Development of the Human Being", promoted by the Australian Lonely Planet program, in
partnership with Nokia, and presented at Nokia World for over 2,000 executives from around the
world, in September 2009 in Stuttgart.
The solution was also presented at events such as the IX Conference of the National Association for
Research, Development and Engineering of Innovative Companies (Anpei), in Porto Alegre, and
Amazon International Fair (Fiam) in Manaus.
Nokia was the award winning "Justmeans - 2011 Social Innovation Awards Short List" with NDG. The
Justmeans is one of the most important international awards in the field of corporate sustainability.
The winner was announced at the event "2011 Redefining Value".

Use Cases
Health
Ecuador (South America) Communication between remote communities and rural health centers to
collect demographic and epidemiological data in the region of El Paramo Human Nature Foundation
and Fundacin MeHiPro.
Kenya (Africa) Reducing the impact of drought on vulnerable communities FAO and NGOs

Agriculture
Kenya (Africa) Research with the goal of increasing agricultural production Syngenta Foundation
Philippines (Asia) Monitoring harvest, agricultural prices, and inventory planning of agricultural
products by Agriculture Department and WWF.

Child Welfare
Kenya (Africa) Project to increase the birth records of children in Kwale District of the Ministry of
Foreign Affairs of Finland.
Liberia (Africa) Project to increase the birth records of children by Ministry of Health and Social
Welfare.
Indonesia (Asia) Monitoring programs for child support by NGO World Vision.

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7.4.3 ACTUAL STATE


Nokia Data Gathering 5.04 was released on 5 June 2013. The new features and enhancements for
this release were finalized together with the community.

7.4.4 FUTURE
As an Open Source project today there are a group of Volunteers that works in implementing new
functions in the platform.
Also the Social responsibility team is working in taking NDG to Colombia, Mexico and all LATAM
projects where the need of collecting information in the field is needed.
The application works in all Windows phone and Java feature phones of Nokia and the current idea
is to use the system and get more use cases.

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8. CONCLUSIONS
As it has been analyzed, the ICT (Information and Communication Technologies) are one of the most
important drivers to achieve the complete social inclusion on the society, and mobile technologies
have been proven to boost the inclusion thanks to its high versatility, mobility and accessibility. Since
the introduction of the mobile phones in the society users have been in touch with the world 24/7,
but a real revolution for the inclusive ITC arose with the appearance of Smartphones, small,
versatile, and powerful enough devices to carry out any task.
This document has been focused in analyzing the -Users to developers, and passing through
stakeholders such as End-Users organizations or associations, public bodies, finance bodies, public
partners, as a result, intended to all the readers interested in participating in the social change in
Latam countries through the mobile ICT, with interest to invest in infrastructures or technologies,
fund or develop applications, bring the social inclusion to headline news, create awareness among
society, or any other relevant task; and this document is relevant for these groups because it
includes detailed information about both actual and future trends in mobile technologies.
First of all, analyzed Telecommunications, devices, OS and software, brought the same conclusions:
there have been relevant advances focused into gaining more inclusive and independent features for
users, regardless of their condition, with the objective to reduce the digital breach among different
users. But despite the advances in this topic, there are relevant gaps to achieve the total inclusion in
the Latam society.
This report concludes that mobile coverage is widespread in the 3 targeted countries (Brazil,
Colombia and Peru) but mainly focused in the main areas around the coast, due that most of the
population is concentrated in these areas, as well as in more populated areas such as the Amazonas
forest or the Andean areas. It has to be noticed that the mobile coverage in the isolated areas are 1G
and 2G basic standards, making it impossible to use MBB devices such as Smartphones and tablets
and to access to the inclusive services offered with these devices. So one of the target groups within
the project, people from isolated areas, is the main group directly affected by social exclusion
produced for the lack of infrastructures and the high cost for its deployment.
Public policies in Latam are strengthening the infrastructure deployment for MBB technologies with
the objective to cover isolated areas. There are policies focused in this task, such as the PNBL in
Brazil, the PNDBA in Peru or the Vive Digital plan in Colombia, which seek to expand the
Broadband services (3G and 4G standards) in the countries, but despite these investments, there is
still a lot of work to carry out. Spectrum auctions and policies are also boosting the MBB penetration
in Latam, due to the fact that they are focused in offering operators enough spectrum base and a
wider range of services, with the objective to reduce the investments but to extend MBB coverage,
thanks to granting more effective frequencies to the operators, and covering wider areas in the
countries.
Other main restrains for mass penetration of MBB services in Latam, observed during the
elaboration of this report, was the price of the MBB devices, which in most cases is not affordable
for one or more core groups of the project. In this sense, people with low incomes cannot afford the

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acquisition of a MBB device, such as patients with disabilities or people from isolated areas, which
in occasions are doomed by the poverty because of social exclusion suffered by its condition.
The conclusions of users consumption habits in the report are also not helping Smartphone
penetration levels, due to the high percentage of prepaid users in Latam (around 80% depending on
the country) which usually uses the phone just to receive calls and recharges the SIM card just one
time in a few months. This has oriented the operators not to subsidize their clients for the
acquisition of Smartphones due to the low ARPU (Average Revenue per User) in the sector, pressing
the users to acquire second hand devices or just basic or feature phones, with more affordable
prices than Smartphones.
In this sense, after the analysis of the report, several improvements to boost the Smartphones
penetration in Latam have been observed, from policies with taxes reduction for imported devices
and for devices manufactured among the borders of the own country, and with new producer
devices focused in low-end users, mainly coming from China, with low-price devices, both
Smartphones and tablets, affordable for all kind of users, it doesnt matter their condition, where
the focused core groups with less resources are included. It is clear that when MBB devices and
services become accessible to the whole population, incomes and conditions are not relevant,
society will be closer to reach social inclusion for all citizens.
After speaking about these devices, it is irremediably necessary to speak about OS. As it was
analyzed in the report, OSs were divided in two kinds depending on the devices: Basic/Feature
phones and Smartphones. The basic/feature phones OS are mostly provided by the individual device
producer and the phone accessibility features changes depending on the device, therefore the
countless number of producers and models would make it impossible to perform an exhaustive
inclusive analysis, and thats why the GARI database (www.mobileaccessibility.info) was included in
the analysis, where End-Users can find the phone which better fits to their needs.
Smartphones OS can be compared and analyzed based on the fact that there are no more than a
handful of Smartphones OS in the market: iOS, Android, W.Phone, Blackberry, Symbian/Asha, Firefox
and others without an important users share in the Latam market. In this sense, iOS is the OS which
offers more accessibility features to users and with one of the biggest apps stores, but this device
has a big handicap for the core users in the project: the price. Apple devices are focused on High-End
users and the prices of its devices dont make them affordable for users who bear the risk of
exclusion in such low Incomes population, people with disabilities or chronic patients. In this sense,
this analysis concludes that Android, Asha and Firefox OS are the best positioned for mass
penetration of the Smartphones in Latam. The devices working under these OSs have a common
feature: are focused to low-end users, with devices with a price under the 100. The conclusion of
the report is that in the next few years, until 2017, Smartphones penetration in Latam would double
the actual number of devices, and this will be due to the price reduction of the devices and services
and the mass access to these devices in all sectors of the society, even those with less resources.
Applications and solutions will also help to intensify the penetration of the MBB services. It has been
concluded that thanks to trends such device massification, with a more ample user base to amortize
the apps development, and the implementation of HTML5 language, which will reduce developing
process and boost interoperability will cause the price of the applications to continue to decrease in
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the next few years, but the incomes stream for developers will continue, making development a
profitable business. And developers should take into account that, thanks to the prevailing inclusive
needs and the high-end users base, the social apps could take part and participate in the apps
business.
In this sense, and to ease the developing process, the DIM methodology has been included in the
report. In conclusion, the DIM methodology seeks to provide a clear and concrete path, with specific
actions, to develop and implement a successful social inclusion in the Latam market:
Design/Adapt

Fund

Develop/Deploy

There is also a compendium of organizations, which can be contacted by the developer to get
relevant information about adaptations or to request funds to develop the application.
Finally, these reports arrive to the conclusion that there is still a long way to achieve the total social
inclusion from the core groups studied within the project due to the remaining barriers that avoid
the final achievement of this objective, and that the people with low incomes, and most from
isolated areas, are the groups in worst conditions for social inclusion through mobile technologies.
But also there has been a big number of actions to reduce the digital breach and promote the mobile
penetration and inclusion, with actions from public bodies with less restrictive regulations, from
industrial partners such producers or operators with technological improvements, and from EndUsers organizations which are working every day to try to avoid the exclusion. So there is a bright
future for social inclusion based in mobile technologies, but there is still a long road to go through
and many goals to reach before achieving a better world.
In conclusion, the next matrix shows, with a color scale, how technology gaps can affect End users
risk of exclusion faced in this report, which in more than one occasion can be included not just in one
of the targeted groups, but in several.
Legend:
Very high risk of exclusion
High risk of exclusion
Risk of exclusion
Low risk of exclusion
No risk of exclusion

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Technology gaps
Lack of
coverage

Price of
the
Devices

Price of
the
solutions

Lack of
solutions
to cover
needs

Chronic
patients

With
Disabilities

No chronicity
or disability

Chronic
patients

With
Disabilities
No chronicity
or disability

Target groups

Isolated
areas

Low
incomes
Nonisolated
areas

Isolated
areas
NonLow
incomes
Nonisolated
areas

Chronic
patients
With
Disabilities
No chronicity
or disability
Chronic
patients
With
Disabilities
No chronicity
or disability

Lack of
adaptation
for the
solutions

Need of
additional
hardware
/software

x
x

Table 30: Target groups/gaps Matrix for risk of exclusion.

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9. REFERENCES AND BIBLIOGRAPHY

Access Wireless ORG. Last access dated August 2013. (http://www.accesswireless.org/)


Access Wireless ORG, GARI Database. (http://www.accesswireless.org/Find/Gari.aspx)
Signals Telecom News. December 2012 publication.
(http://www.signalstelecomnews.com/index.php/entrevistas/4412-en-peru-hace-falta-unaagenda-regulatoria-a-mediano-plazo" \l "sthash.4RmQmqJG.dpuf)
Ministerio de Transportes y Telecomunicaciones de Per. Plan de Banda Ancha
(https://www.mtc.gob.pe/portal/proyecto_banda_ancha/Plan%20Banda%20Ancha%20vf.pdf)
Ospitel, Telecomunicaciones en Per
(http://www.osiptel.gob.pe/WebSiteAjax/Archivos/eventos_capacitacion/conf_sem_taller/Pre
sentacion_OSIPTEL_Congreso_28oct2011.pdf)
Ministerio de Tecnologas de la Informacin y las Comunicaciones, Colombia. Normativa,
March 2013 (http://www.mintic.gov.co/index.php/docs-normatividad?pid=57&sid=1124:449)
Ministerio de Tecnologas de la Informacin y las Comunicaciones, Colombia. 4G auction.
(http://www.mintic.gov.co/index.php/proceso-subasta-4g-inicio)
Bandura, A. (1977). Social Learning Theory. New York: General Learning Press
Cole-Lewis, H. & Kershaw, T. (2010). Text Messaging as a Tool for Behavior Change in Disease
Prevention and Management. Epidemiologic Reviews, 32, 56-69
Curioso W, Gozzer E, Valderrama M, et al. (2009). Uso y percepciones hacia las tecnologas
de informacin y comunicacin en pacientes con diabetes, en un hospital pblico del Per.
Revista Peruana de Medicina Experimental y Salud Pblica, 26(2), 161-167.
Fishbein, M. & Ajzen, I. (2010). Predicting and changing behavior: The reasoned action
approach. New York: Psychology Press.
Wong, N. & Cappella, J. (2009). Antismoking Threat and Efficacy Appeals: Effects on Smoking
Cessation Intentions for Smokers with Low and High Readiness to Quit. Journal of Applied
Communication Research, 37(1), 1-20.
Forum Nokia: https://projects.forum.nokia.com/ndg
Nokia Data Gathering Project Wiki: https://projects.developer.nokia.com/ndg/wiki
The Progress Project: http://www.youtube.com/watch?v=kP1v9Snz6HA
Nokia Website, Social Investments: http://www.nokia.com/global/about-nokia/people-andplanet/social/social-investments
IDC, extracts from reports: http://www.idc.com/
JP Morgan, Latin America Equity Research, May 2013
http://www.jpmorgan.com/pages/jpmorgan
Pyramid Research, extracts from reports: http://www.pyr.com/points/item/111114.htm
Yankee Group Research, extracts from reports http://www.yankeegroup.com/home.do
Ovum, extracts telecommunications sector reports, http://ovum.com/section/telecoms/
Frost and Sullivan, extracts from reports, www.frost.com
M-Inclusions Project, public Deliverables n 4.1, 4.2, 5.1 and 5.2, http://www.m-

inclusion.eu/content/public-results

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10. ANNEXES
Annex 1: Matrix of organizations for Adapt
Annex 2 Matrix of organizations for Funds

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