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  • 1. IBM Lotus Forms Nick Davis. Lotus Channel Technical Sales IBM UK Limited
  • 2.
    • Obvious costs …
      • Paper and printing, transmission
      • Unused form disposal
      • Archival and storage costs
    • ... hidden inefficiencies that can paralyze
      • Lengthy process cycles
      • Incorrect and incomplete data
      • Data re-keying
      • Physical routing time
      • Complex approval chains
      • Data aggregation across forms
      • Inaccessible data
      • Stove-pipe solutions for each process
    The Impact of Paper-based Form Processes
  • 3. Solid quantifiable benefits for customers – through process automation as well as paper savings Sources: * Bill Gates, Business @ the Speed of Thought, **Gartner Group Business / Process Enablement Value and ROI Content- Centric Process-Centric Enterprise Content (Case) Management Fill, (Sign) & Submit . . .Store, Process and Preserve Print & Read Print & Fill Fill & Print 1 2 3 4 5 Why are eForms so hot? ($14.00 Savings per Form*) ($16.25 Savings per Form*) ($97.00 Savings per Form**) ($154.00 Savings per Form**)
  • 4. How it Helps Our Clients… Cost Savings Revenue Generation Operational Efficiency User Satisfaction
    • Dramatically accelerates the processing of forms, allowing for more business in the same amount of time
    • Enable quicker turnaround on new development or enhancements of forms to facilitate new product launches and cross-selling
    • Competitive advantage
    • Web 2.0 – Rich internet application technology eliminates the need for ANY client software
    • Single infrastructure
    • Componentization and Open Standards
    • Tightly integrated with BPM
    Alignment with IT Investments
    • Guided wizards simplify forms for end users, creating a better overall experience
    • Productivity increases as frustration decreases
    • Ability to reach more users with global eForms in 26 languages
    • Compose, update and deploy eForms faster
    • Pre-population of data to reduce handle time
    • Business rule validation to reduce errors and rework
    • Auditable business records that cannot be repudiated
    • Accurate & complete data the first time allows for faster and better decisions
    • Reduce the number of fields required and number of forms that exist today
    • Sectional and overlapping digital signatures allow for shorter approval cycle times
  • 5. v3.5 Offers… …the Broadest set of eForms capabilities available for all skill levels! Zero-footprint, turnkey form creation tool end users developing simple forms Document Focus, Pixel Perfect, Secure, Industrial Strength Business Process Focus and Bundles WebSphere Portal Business Analysts Business Users Developers Solutions for every Requirement: “ Skill-Based” Design Environments * Includes Turbo module * New Business Process Accelerator
  • 6. Satisfying Pent-up Demand for eForms… Number of users per application Spectrum of applications Fewer #s of full-time application developers More #s of “Ad Hoc” IT staff and business professionals
    • Lotus Forms
    • Centrally built enterprise forms-based business processes & applications
    • IT managed and supported
    • Lotus Forms w/ Turbo
    • Group built and managed within portal
    • IT supported with heavy business user contribution
    • Lotus Forms Turbo
    • Business user create lightweight forms
    • User managed
    • Variable levels of IT support
    Tools for All Stakeholders…
  • 7. What’s in Lotus Forms Lotus Forms Designer An Eclipse-based, drag-and-drop forms editor. Lotus Forms Webform Server Browser based zero footprint access from inside or outside the corporate firewall Lotus Forms Viewer A rich client for mobile or disconnected users Lotus Forms Services Platform A framework for integrating forms with business applications Lotus Forms API APIs to manipulate Forms Lotus Forms Turbo Zero footprint, turnkey forms Quick and easy! FileNet P8 Content Manager DB2 Websphere Process Server Lotus Forms Services Platform App Server / Portal
  • 8. Detail: Lotus Forms …
  • 9.
    • WYSIWYG, Drag-and-drop
      • Quick start wizards
      • Simplified Palette
      • “ Essential” Property Settings for Widgets
      • Easier Button Creation
      • Easier Image Addition
      • Easier Digital Signature use
      • Automatic data model creation/update
    • Two modes of use:
      • Standard (Default) = Basic User/Analyst
      • Advanced = IT Developer
    • Eclipse-based and more control
      • underlying W3C XForms
      • developing custom IT integrations
      • layout precision
      • advanced digital signatures
      • Wizard-based eForms
    For line of business and IT Developers Lotus Forms Designer 3.5: Easier than Ever!
  • 10. Improved Conversion Utilities
    • Forms Conversion Tooling
      • FileNet eForm to XFDL/XForms
      • PDF to XFDL/XForms
      • Bulk form transformations – e.g. add a toolbar, change fonts
    Before: After :
  • 11. What’s inside the Form?
    • Data Instances
    • Based on W3C XForms specification
    • Multiple XML payloads for integration
    • Validate against external XML Schemas
    • File Attachments
    • Capture complete transaction
    • Supplemental or associated eForms
    • MS Office, videos, faxes, etc.
    • Presentation Layer
    • High-fidelity for duplicating paper forms
    • Guided-interview, or wizard, driven
    • Business Logic
    • Capture forms processes in the form
    • Integrate business process workflows
  • 12. Robust signing fidelity
    • Secures both data and presentation. Nested/Parallel/Overlapping/Staged
    • 2 kinds of electronic signatures:
      • Public Key Cryptography (PKI) based
        • Forms are signed with local, standards-based certificates
        • Ideal for high value, high security transactions
      • Authenticated click-wrap
        • Authentication using shared secret (account information, personal information, etc.)
        • Ideal for medium value business
    • XML DSig (rfc3075) support for regulatory compliance for European customers
    • Digital signing with Firefox browser and on iSeries
  • 13. Turnkey Integration with the IBM Information Management Portfolio
    • Uses DB2 PureXML to directly store, query and retrieve forms as XML
    • Provides Labor Savings by Reducing Complexity
    • Supports End-to-End XML for SOA
    DB2 PureXML DB2 9 Store, query and retrieve XML
    • Lotus Forms Integrate as tightly as P8 eForms
    • Offers P8 customers advanced eForms features
      • Zero footprint, web 2.0 client
      • Dynamic, high-fidelity UI -- connected and offline
      • Flexible, interoperable authoring environments – from simple to sophisticated
      • Advanced multi-platform security and digital signing
      • Intelligent data capture and integration with more than 40 systems and data sources .
    FileNet P8 Lotus Forms Viewer Rich Client or Browser Lotus Forms Designer Lotus Forms Server P8 Forms Integration Framework P8 BPM / ECM
  • 14. with WebSphere Process Server
    • Integrate forms into modeling projects
    • Import forms into WID or Modeler
      • Business service objects are created based on form data
    • Create new forms in WID or Modeler
      • Blank (with no data) for layout, or
      • Based on business items
    • Associate forms w/ Human Tasks
  • 15.
    • Interface Frame
    • WebSphere Portal
    • Doc Collaboration e.g. Quickr
    • Lotus Notes (ActiveX)
    • Web Application e.g. via Rational Application Developer
    • Thick Client Application e.g. .NET
    • ECM
    • Filenet P8
    • DB2 Content Mgr.
    • Web Services
    • WebSphere (WAS)
    • Lotus Domino
    • BPM / Workflow
    • WebSphere Process Server / Integration Developer / Modeler
    • Filenet P8
    • Lotus Domino
    • Partner Solutions
    • Data
    • WebSphere Transformation Extender >40 repos. DB2, Oracle, SAP etc.
    • Lotus Domino
    • Sync
    • Lotus Expeditor
    • Lotus Notes
    Forms ECM BPM UI Frame SOA Throughout Web Services Data Sync fits into most any IT technology mix
    • Levels of Integration
    • Out of Box Integrated Solutions
    • Data Mapping (WTX)
    • Foundational Code (Forms Services Platform)
    • Rich API / Custom Sln’s
  • 16. Family Roadmap
    • Open standards-based business process automation
      • Designer
      • Server
      • Viewer
      • Turbo
            • IBM Internal! – NDA/AECI Use Only
    * Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. Mashups Ease of Use Oct 31, 2008 1H09 Future
    • Lotus Forms 3.5
    • Lotus Forms Turbo
    • Enable Line of Business users to design, store, fill, approve, analyze forms
    • No local sw install needed (all from 0-footprint/browser)
    • Eclipse Designer for LOB
    • Conversion tool (.pdf & FN)
    • Support WS Portal 6.1
    • Support XML DSig (rfc3075)
    • WFS Signing in FireFox
    • WFS precision printing
    • Digital Signing on iSeries
    • Sample Forms
    • Safari 3.1 on Mac
    • Lotus Forms v.next
    • Lotus Mashup Integration (iWidget)
    • Installer updates
    • BPA Framework (English-only)
    • Lotus Forms (not Turbo)
    • zLinux support (Server, 32-bit)
    • Align w/ Filenet v.next
    • WS TX 8.2 update (Server)
    • Lotus Forms v.next + 1
    • More sample content / frameworks
    • Key Customer Requirements
    • Lotus Forms Turbo
    • Refine UX, layout, copy/paste as needed
    • Enhance 1-step approval
    • More widgets (e.g. surveys, templates, tables)
    • Maintenance (backup, tuning)
    • BiDi, Accessibility
    • iSeries support
    • Lotus Forms (not Turbo)
    • Partial CSS Support
    • Strict XHTML support (Server)
    Integrations
  • 17. Proven Benefits with IBM Lotus Forms DEFRA: National Poultry Registery with approximately 48,000 forms (each with up to 25 pages & 320 questions) = 600 a day. Improved data quality and reliance; integration with SOA . Oxfordshire: Electronic Social Care Record System. Met Government requirements for social care record keeping and eGif XML Standards. Integrated with Anite system and existing IT infrastructure. Expected savings of £300,000. Province of Nova Scotia: Electronic property transaction forms reduced transaction time from up to 7 days to just one business day US Army: Largest e-forms deployment in the world (Gartner): 100,000 forms, used by 1.4 million Army personnel around the world – expected ROI more than $1.3 billion. United States Army
  • 18. ROI Proof Points Shortens the application process from up to 66 days to as little as 9 days U.S. Directorate of Defense Trade Controls 10 27,000+ publicly traded firms. Estimated annual to taxpayers of $1.8 million. Estimated savings of 750,000 lines of code based on custom vs. COTS Solution SEC 9 Reduced transaction time from 7 days to just 1 day . Reduce rejection rate from 15% to 3%. Nova Scotia Land Registry 8 Accelerated new business application process from weeks to hours Woodmen Insurance 7 Reduced process time by 75%. Estimated cost savings per year $787,500 Global Apparel Manufacturer 6 IFA users estimate an admin saving of 1h a day in completing application forms and following up errors etc. 70% reduction in manual effort AMP 5 Reduced staffing requirements as well as development, printing, travel and telephone costs. MLB estimates annual savings of more than US$350,000 Major League Baseball 4 Boosts productivity by 25%, Improves data accuracy and completeness from 75% to 100%, cycle times down by 25%, reduced form localization times by 80% IBM Express Managed Services 3 18,000 forms, serving 700,000 employees globally – ROI: $50 Million annually USAF 2 100,000 forms, used by 1.4 million Army personnel around the world – ROI estimated to be $1.3B / year US Army 1 ROI Customer
  • 19.
    • Do…
    • Try Lotus Forms Turbo on Greenhouse http://greenhouse.lotus.com
    • Download Sample Forms http://www-01.ibm.com/software/lotus/forms/catalog/
    • “ Show us your Forms” https://greenhouse.lotus.com/featurebeta/secure/route/view/start?formName=/.route/KPsNtoHPTopOB2-M1217275064185.xfdl
    • Read…
    • Lotus Forms Product Documentation
    • http:// www.ibm.com/developerworks/lotus/documentation/forms /
    • Lotus Forms DeveloperWorks http:// www.ibm.com/developerworks/lotus/products/forms / Lotus Forms Wiki http://www-10.lotus.com/ldd/lfwiki.nsf
    • Tech Help is Available…
    • Engage Americas and Worldwide Tech Sales by opening Escalation Central Ticket: http:// wtsportal.lotus.com/wps/myportal/ec
    Great! How do I get Started?
  • 20. Lotus Forms 3.5
    • Easier than ever
    • TURBO Fast
    • Optimized for Business
    • Process Automation
    • Industrial Strength Security
    • Most Scalable Solution
  • 21. Q&A
  • 22. Lotus Forms product portfolio Administration uses eForms to plan events Purchasing uses eForms to order supplies The HR team uses eForms for employment applications Marketing & Product Management use eForms to survey customers Business Development uses eForms for non-disclosure agreements Management uses eForms for employee leave and vacation requests
      • Lotus Forms Turbo , for
      • any skill level in the Line of Business
      • Lotus Forms Designer , for
      • Power users in the Line of Business
      • and IT Developers
      • Lotus Forms Viewer , for
      • Anyone who needs to fill out eForms
      • without Internet access
      • Lotus Forms Server , for
      • IT teams deploying eForms for large-
      • scale Browser use and/or process-
      • centric IT integrations
  • 23. IBM vs. Adobe IBM Leads what matters most Macromedia Flex Web 2.0 / Ajax Media / Rich Internet Applications JBoss / WAS / BEA NO iSeries, NO zSeries… WAS on Windows, AIX, Linux (RH, SuSE), Solaris, i5/OS PASE Server Platform Support One-of connectors e.g. SAP, ODBC data mapping in LC Designer WebSphere TX (>40 data connections e.g. SAP, Siebel, DB2, Oracle, ), DB2 PureXML, Portal Backend/Middleware Integrations Depends on Reader and/or Flex Plugins & version match Extra for Dig Sig, Barcode, Data 0-footprint Web = just use a browser Offline Viewer is optional. Includes Dig. Signing, Barcode, Data & API Total Cost of Ownership Vendor perceived as strong in “ Print & Publish” arena Lotus Forms Turbo. New default Eclipse mode for LOB. Three UX/role choices. Usability Designing Forms .pdf mimics paper + JavaScript Flex = proprietary SW Dev Wizards, data validations, prepopulate Rational tooling, if SW Dev is truly desired. Usability Filling Forms Non-overlapping, signing duplicates file Secures data, presentation & logic. Sectional & overlapping. Scalable. Digital Signing .pdf can’t enforce passwords. Browser “Active Content” Signature secures both data and presentation biometric, certificate-based Security Adobe: keep forms <5-12pgs Signing adds 10k to file Translating .pdf’s to XML World’s largest eForms deployment (Army) Signing adds only a few extra characters to file Fast as native XML Performance / Scalability .pdf is proprietary XML conversion (slower) W3C XForms, native XML, reusability. Web 2.0/Ajax. Leverage existing IT investments. Open Standards & SOA Acrobat, LiveCycle, Flex Lotus, WebSphere, Rational, Tivoli, AIM, Information Management (FileNet, Cognos) Relevant Portfolio Breadth Acrobat = paper documents, multimedia, creative arts(earnings calls) Lotus Forms = eForms IBM = Business Systems / Enterprise Software Focus on Enterprise Software LiveCycle Workflow ( limited, neither marketed nor recognized by analysts as BPM) Integrates tightly with market leading Process Server & Filenet BPM for end-to-end process automation. BPA. Extensible. Business Process Automation Adobe IBM Functionality
  • 24. Lotus Forms 3.5 extends IBM’s leadership in eForms
    • Release Themes
    • Exceptional Ease of Use
      • Browser-based, out of the box forms: without IT involvement – Go from zero to eForm in 15 minutes!
      • Simplified Eclipse Designer for beginners as well as advanced developers
      • Sample eForms & demos speed implementations
      • No desktop software installation
    • Optimized Business Processes – Within the Firewall and Beyond
      • Even tighter integration with market leading BPMs, Filenet and WebSphere Process Server
      • Security rich, easy-to-use front-end for business process automation
    • Industrial-Strength Security and Scalability
      • Advanced, zero footprint digital signing and authentication with standards such as XML Dsig
      • World’s largest eForms implementation @ US Army with 1.5M users is a Lotus Forms reference
  • 25. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way.
    • Finance/Banking e.g.
    • Account Application
    • Order Services
    • Setup Payroll
    • Buy / Sell securities
    • SWIFT & Transactions
    • Surveys e.g.
    • Market Research e.g. demand, satisfaction, advertising efficacy
    • Opinion Polling
    • Economic forecasting e.g. surveys of business sentiment
    • Government Agency research e.g. census, labor force surveys, consumer price index, producer price index
    • Sociological & Psychometric research and assessments
    • TV / Radio audience ratings
    “ Just a few” of the many uses for Lotus Forms…
    • HR Uses e.g.
    • Employment Application
    • Performance Review
    • Benefit Elections
    • Awards
    • Insurance & Beneficiary
    • Tax Elections
    • Expenses
    • Attendance Record
    • Quality Management e.g.
    • Site Inspections
    • Requirements Input
    • Operational Definitions
    • Medical Case Management
    • Six Sigma, TQM
    • ISO 900x
    • Environmental Inspection Health Inspection
    • Compliance Inspections
    • FDA 21 CFR Part 11
    • Real Estate Appraisals
    • Healthcare e.g.
    • HIPAA e.g.
      • Patient Consent for Treatment
      • Authorization for Release of Health Information
      • Notice of Privacy Practices
    • Security Incident Form
    • Clinician Credentialing
    • Health Insurance
    • Medical Records
    • Lab Orders
    • Clinical & Drug Trials
    • Insurance e.g.
    • Applications
    • Property / Automobile Loss Notice
    • Liability Notice
    • Injury Report
    • Agriculture Policies
    • Flood Insurance
    • Cancellation Request
    • Agent/Broker Change
    Powerful and Easy to Create!
  • 26. Benefits of Separating Forms Presentation from Forms Data
    • Presentation Layer
    • Pixel-perfect for duplicating paper forms
    • Guided-interview process option
    • (Wizard driven)
    • User Interface Flexibility
    • Multiple “views” on the
    • same data
    • Data/Rules-driven “views”