This article will cover what "platforms" that our customers are now selecting for new auditing software installations. These customers range from energy, water, lighting and now solar auditing; spanning government agencies, independent contractors, to utilities, as well other types of ESCO's.

Auditing Platforms for Energy Companies

Bill Shadish | Fundamental Objects, Inc.

Usually, one of the first things that we are asked when discussing auditing applications is
"What do we recommend for the device to use?".

Well ... that is ... unless the very first question is "How much will it cost?" (ahem)

This article will cover what "platforms" (see the Terminology sidebar) that our customers are now selecting for new auditing software installations. These customers range from energy, water, lighting and now solar auditing; spanning government agencies, independent contractors, to utilities, as well other types of ESCO's.

There is a lot to this platform-thing; so to help with this, here is what we are seeing as platform trends; what our customers are picking, and why.

Starting Points


Sidebar: Terminology

Just so that we are on the same page, we usually agree on terminology with our customers. For example, "platform" can mean a lot of things, depending on who you are talking to.

Some of our suggested definitions are:

Platform: From the viewpoint of this article, platform refers to the mobile device (both the hardware, such as iPad, iPhone and Galaxy Tab -- and the operating system, such as iOS, Android or Windows Phone).

Form-Factor: This too can mean many things; but in our case it will be whether phone-sized (smartphone); tablet-sized; or laptop-sized hardware will be used.

Operating System: Again, this will focus on the mobile side, and is the software used on the device to perform the basics, like providing a software keyboard, managing the phone, the GPS, etc -- and that is the core upon which the user applications, like your auditing app, is added / loaded onto the Platform.

Application: For your users, the part that they will interact with the most is the auditing application itself. The application is either an APP (which is loaded directly onto the device) or a browser-based application (which is loaded from the internet each time it is run). More depth on the APP versus browser-based choice; as well as trends can be found here.

Organization: You could be buying auditing tools for a consulting company. Or a government agency. Or even an auditor who is a sole proprietor. "Organization" will be used here to describe whatever the entity is who needs and is evaluating the platform and auditing software. This will be just a little easier than trying to use "company/agency/organization/sole proprietor/government entity" below everywhere instead.

Next, is a look at what is being bought by others worldwide. Figure 1 provides a snapshot at what the current total market share is, by mobile operating system. In what was a US market once dominated only by Windows Mobile and Palm; things have changed dramatically.

Apple (iOS) jumped out to a large lead, spurred mostly on iPhone sales; although their share has fallen off in the last year or so as Android is now the overall (and still gaining share) leader.

figure 1: 2012 Mobile OS Market Share

The Biggest Losers: Microsoft, Nokia, RIM, Palm

Microsoft, with a trail of fallen-by-the-way-side mobile OS -- like WinCE, PocketPC, Windows Mobile and others; continues to fall and now is betting on a two-pronged approach of reboot (again) and partner. The reboot component comes in restarting with yet another mobile OS (Windows Phone 8); while orphaning all of their previous users / prior app purchases / vendor applications along the way as previous versions of Windows Mobile apps will not run on the new one. The partnering component is with Nokia, with Nokia providing the actual physical phone hardware.

Nokia, with the Symbian OS, once had more than ½ of the world's market share; although that was largely in Europe. They have since fallen to 5% in 2012; and have cast their lots with Microsoft in order to try and find a way to stay significant.

But while the Nokia drop-off seems stunning, perhaps the biggest loser (er ... of market share), is RIM (Blackberry). Once a strong 20-30% of the market; and a cornerstone in many corporate infrastructures, and perhaps most importantly, carried by most corporate execs; users of RIM are dropping the platform fast, with only 4.1% of new users buying RIM devices. Major software players are killing their RIM versions, such as Google dropping GMAIL support for RIM, among many others.

Finally, already gone is Palm. Once about ½ of the US market (and, yes, once about ½ of our foAudits installed base); the PalmOS morphed into the WebOS as part of their own desperate attempt to remain significant (see Microsoft/Nokia above for a current edition of this); was then bought out by HP, who then killed it off. In fact, the WebOS was raised-up and re-killed by HP again recently; as HP allowed the WebOS to spin off as an open platform; but won't let the WebOS run on the HP Touchpad devices that it was last seen on. So Palm/PalmOS/WebOS is an OS without significant hardware. As a side note, most of our previous Palm users are now running Android.

Mobile OS Share - Gartner








5.2% (!)






0.5% (!)







Windows Mobile











< 1%




< 1%

Table 1 -- Mobile OS Share

What Our Energy Customers Pick -- The "PLATFORM"

Our experience with choosing platforms has been a little different when working with energy organizations as compared to the overall market.

This section covers the history of, and the current selections of, what our foAudits customers pick for the underlying audit platform. While we have suggested one platform or another over time; we are flexible, in that we have versions of foAudits for most of the major platforms, including Windows (all), Android, iOS, RIM Playbook (the QNX OS), Symbian, PalmOS, and browser-based versions. I say this just to point out that we do not pressure customers one way or the other when picking a platform; but we do recommend what we think will be best now, as well as over the expected lifetime of the application.

Here is what our customers picked for platforms over the years.


These were the days of the Palm OS. Fast, simple and PDA-based (Smartphones without the phone capability). This was by far the dominant platform in the US, and accounted for 80-90% of foAudits installs. There really weren't any other mobile energy-auditing software applications at this time; so customers picked either the PalmOS, or went with laptops.


Windows Mobile remained bigger for us than in the general market, because it was driven by corporate purchases; which tend to favor the Windows world. The argument pushed by Microsoft was (and still is?) that if all of the desktops are running Windows apps; then the mobiles should run Windows for document and email compatibility. This was an argument that many corporate managers went along with; resulting in continued Windows Mobile purchases.

  • Today however, the interoperability of documents argument is lessened because:
    There now exist tools on the other platforms, such as Android, that work with Word and Excel documents -- including editing these documents.
  • Mobile users do not find themselves tooling around editing Word and Excel documents as much as they thought they might (or were told they might).
  • Interestingly, the Windows Mobile applications to work with things like Word and Excel docs were often much worse, than the tools to edit these documents from other mobile platforms, like Palm.

Also, most larger corporations adapt to market changes slower than smaller corporations; not to say that we didn't try to move them quicker -- See the Factors Affecting Change table below.

Sales in this period were split generally 3 ways: Palm OS, Windows Mobile, and (non-platform) browser-based, for laptops.


Our current split of our customers' platform choices is shown in figure 2. These are the totals of what we now have in use, regardless of when the customer came on line.

Rather obviously, Android has been the #1 selection for a few years. The relatively large slice for Microsoft is mostly from customers starting in the 2003-2009 timeframe, who picked Windows Mobile for the reasons shown above. The Microsoft slice Does include several variations of the Microsoft OS choices over the years, like Pocket PC, that is still in use. We are even still running a few customers on Microsoft WinCE, who are happy with what they have and are not ready to upgrade yet.

All Other includes remaining PalmOS installs and some odd foAudits variants, like versions built for hand scanners. There are some RIM installs and things of that nature as well.

There have been no new customers in the All Other bucket since 2009.

Description: foAudits installed base

Figure 2: All foAudits Mobile OS Installs.

What they are buying right now

While iOS has been all the rage, especially in the media the last 3 years, we have not seen as much demand for it from energy companies ... with what we have seen coming mostly from Canada. Some of this is due to the iPhone/iPad experience being more geared to the younger set; with a focus on games and multimedia. Some of this was due to cost; and more than a little of it was due to the relatively closed iOS platform itself. And yes, things like not permitting Flash to run and the early lack of a camera held back the iPad, at least in foAudits sales at first.

The result was surprisingly few requests for Apple (iOS), with the slice of Apple shown in figure 2 being for iPhone-based audits.

The arrival of Google's Android on smartphones and tablets pushed Apple along, and also provided lower cost alternatives, with some interesting features of their own; like cameras(!), sometimes more than one; HDMI connections and, yes, even Flash support. The ease of getting Android apps into the Google market spurred Android to its current top position.

There have been other recent platforms attempted, like the WebOS-based HP Touchpad, and the QNX-based Playbook from RIM. The Playbook in particular looked like a nice alternative (and there is a foAudits version for it) but, like WebOS, Samsungs' BADA and other more recent platform introductions -- the Playbook suffered from poor marketing and a dearth of applications. Microsoft tries and tries again, but seems to have lost the chance that they had back when the market was split between just Windows Mobile and Palm.

Today, most of our customers pick Android, and Android 4.0+ at that.
Second choice is iOS, and the third choice is browser-based for any type of device -- but only if being connected at all times is not a requirement.

What Our Energy Customers Pick -- The "FORM FACTOR"

Up until the iPad, the choice used to just be laptop versus phone/pda versus very expensive -- as in $2,000+ expensive -- tablets. But the iPhone and iPad provided an interesting choice, and also ushered in a swell of devices from other vendors, including affordable tablets.

There are now smartphones, affordable tablets, "smart" GPS devices, "smart" barcode readers; electronic writing-to-text pens and pads; as well as the previous laptops and netbooks. Of course the smartphones and tablets also have GPS and bar-coding capabilities now too. Tablets vary in size from 5", to 7", to 8.9", to 10.1"+. All of this, with many different variations of these, from many different vendors.

The line between smartphones and tablets is starting to blur too; since there are cellular-enabled versions of tablets that you can make calls from; and phones with screens 5.3"+ in size. In most cases, the same operating system runs on both phones and tablets now.

Tablet prices that began at $599 a few years back, now are in the sub $400-range, with much superior features to boot. The Google Nexus 7" at $199 may erase any concerns that equipping a field staff with devices is too expensive. This well may be the first "Happy Time" for platform pickers.

Today, most of our customers pick Wi-Fi 10.1" tablets with Gorilla glass.
Actual synchronization of data to the servers is done at home or the office.
The second, more distant choice is a smartphone with physical keyboard and a 4.7-ish screen.

Factors Affecting Change

One thing that needs to be addressed is whether the organization is ready to consider a new platform at all.

Table 2 shows a basic set of modifiers, that when totaled up, help to show if change is even possible.

If your total is +1 or less, then it's likely that the organization will want to stay put with the platform that they have in place now. It is sometimes interesting that even if the organization is not thrilled with the platform that they have; they are likely to stick with it going forward (hence the -1), because change is rarely preferred. And to be fair, there is cost to replacing the platforms that they already have -- even if they don't love them -- and this cost is often enough to erase any desire for change.

Starting Position

Chance to Suggest
A Different Platform

Does the organization already
have a platform in place that
they like?


Does the organization already
have a platform in place that
they do not like?


Does the organization have
an evangelist who wants to
move in another direction?


Are there other new applications
coming in, that use a different


Are there outside market forces
pushing a different platform?


Is the proposed audit software


Table 2 -- Chance for Change Modifiers

NOTE that the platform the company starts with, might even be "Pen and Paper". If after adding up your modifiers you are sitting at -2 or worse; it is likely that they will be sticking with pen and paper [or whatever their current platform is] regardless if the organization is talking about change or not.

On the plus side (literally), if your total is 4 or more, then it is likely that the organization is both ready for, and will be accepting of a new platform.

For More Information

Author Bio

Bill Shadish has been working with (ok, and evangelizing) mobile energy audits for commercial and residential applications since 1998. He created and still manages foAudits (, the very first mobile energy audit platform; and has written over 250 articles for both print and online readers. Bill is now working on solar panel tools that will be incorporated into foAudits in 2012.

You can reach Bill at

The content & opinions in this article are the author’s and do not necessarily represent the views of AltEnergyMag

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