Unlock the Business Value of your Notes & Domino data! Stefan Kirsch, Goodyear Dunlop Tires Germany DNUG Conference 5 June 2008 Session 5 – Best Practices 3:15 pm to 4:00 pm

Agenda Notes & Domino applications, User base, Reporting needs Reporting from Notes – Key Challenges Alternatives considered Comparison Parameters Alternative selected – Key factors Before & After comparison Post implementation benefits

Notes & Domino applications, User base, Reporting needs

Reporting from Notes – Key Challenges

Alternatives considered

Comparison Parameters

Alternative selected – Key factors

Before & After comparison

Post implementation benefits

Notes & Domino applications, User base, Reporting needs CRM User-base: Sales Force, Sales Management, Marketing Reporting Needs: Visit Report Overview, Visit Preparation, Customer AOP, Customer Pre-orders, Customer Details, etc Formula Printing: Customer Annual Contract, Campaign, Sales Offer, Letter of Correspondence, Customer Visit Report Reporting on SAP/BI Data (imported to Notes Applications) Sales figures, Credit information, Order/Backorder Report, Credit Note Report

CRM

User-base: Sales Force, Sales Management, Marketing

Reporting Needs: Visit Report Overview, Visit Preparation, Customer AOP, Customer Pre-orders, Customer Details, etc

Formula Printing: Customer Annual Contract, Campaign, Sales Offer, Letter of Correspondence, Customer Visit Report

Reporting on SAP/BI Data (imported to Notes Applications)

Sales figures, Credit information, Order/Backorder Report, Credit Note Report

Reporting from Notes – Data Export Exporting data from Notes and reporting from it overcomes the issues with native Notes reporting Limited data presentation / visualization Significant overhead on Notes developers

Exporting data from Notes and reporting from it overcomes the issues with native Notes reporting

Limited data presentation / visualization

Significant overhead on Notes developers

Data Export / Set-up Effort & time intensive to export data and partition to various user groups Large performance and time overhead Significant overhead on developer resources Maintenance Repetitive daily/weekly process depending on user’s reporting needs adds to developer overhead Notes Reporting Using Data Export - Key Challenges

Data Export / Set-up

Effort & time intensive to export data and partition to various user groups

Large performance and time overhead

Significant overhead on developer resources

Maintenance

Repetitive daily/weekly process depending on user’s reporting needs adds to developer overhead

Meeting business needs Not integral to the application’s workflow and user experience Users are not satisfied due to extensive delays and limited reports Other issues Loss of data integrity & security (Notes ACL settings) Additional database(s) needed to store reports Value-selection not possible, e.g. salesman-codes Complex reports and Export to other formats, e.g. PDF, not possible Notes Reporting Using Data Export - Key Challenges

Meeting business needs

Not integral to the application’s workflow and user experience

Users are not satisfied due to extensive delays and limited reports

Other issues

Loss of data integrity & security (Notes ACL settings)

Additional database(s) needed to store reports

Value-selection not possible, e.g. salesman-codes

Complex reports and Export to other formats, e.g. PDF, not possible

Alternatives Evaluated 1) Tools that enhance reporting from data exported from Notes Minor enhancement to current export & report process efficiency Most challenges are not addressed Variety of tools that can be used with data exported from Notes

1) Tools that enhance reporting from data exported from Notes

Minor enhancement to current export & report process efficiency

Most challenges are not addressed

Variety of tools that can be used with data exported from Notes

Alternatives Evaluated 2) Tools that enhance Reporting within Notes and Domino Native reporting internal to Lotus Notes & Domino applications Minimal developer overhead and extensive report support Integral to Notes application workflow IntelliPRINT from Synaptris was the only solution that met criteria

2) Tools that enhance Reporting within Notes and Domino

Native reporting internal to Lotus Notes & Domino applications

Minimal developer overhead and extensive report support

Integral to Notes application workflow

IntelliPRINT from Synaptris was the only solution that met criteria

Comparison Parameters Rapid report creation & maintenance Ease of use for developers and users Extensive support for report types to meet business need High Performance

Rapid report creation & maintenance

Ease of use for developers and users

Extensive support for report types to meet business need

High Performance

Alternative selected – Internal Notes & Domino Reporting solution Key factors Report Wizards - Minimal development overhead Intuitive GUI-driven report builder with rapid visualization Extensive support for simple and complex reports Inherent support for Notes Formula & Multi-value fields Master-Detail, Anchor Links, Production reports Extensive Filtering support & API integration to reports Natural extension of Notes application workflow and ACLs Outstanding performance and report response times Excellent support though the pre-sale and post-sale process

Key factors

Report Wizards - Minimal development overhead

Intuitive GUI-driven report builder with rapid visualization

Extensive support for simple and complex reports

Inherent support for Notes Formula & Multi-value fields

Master-Detail, Anchor Links, Production reports

Extensive Filtering support & API integration to reports

Natural extension of Notes application workflow and ACLs

Outstanding performance and report response times

Excellent support though the pre-sale and post-sale process

Before & After – Comparison BEFORE Notes Database Columns rearranged to support Excel format Report DB

Before & After – Comparison BEFORE Notes External Database Columns rearranged to support Excel format Report DB

Sales HR Application CRM Application Finance Application Applications Lotus Notes & Domino Reporting enabled by IntelliPRINT

Developer Sales HR Application CRM Application Finance Application Applications Lotus Notes & Domino Reporting enabled by IntelliPRINT Developer starts creating a report from the Notes application

Report Designer Developer Sales HR Application CRM Application Finance Application Applications Lotus Notes & Domino Reporting enabled by IntelliPRINT IntelliPRINT Designer is launched from the Actions menu

Report Designer Developer Sales HR Application CRM Application Finance Application Applications Lotus Notes & Domino Reporting enabled by IntelliPRINT Report is created in the designer

Report Designer Developer Sales HR Application CRM Application Finance Application Applications Lotus Notes & Domino Reporting enabled by IntelliPRINT Report saved as an IntelliPRINT format in the Notes database

Report Designer Report Viewer Developer Business User Sales HR Application CRM Application Finance Application Applications Lotus Notes & Domino Reporting enabled by IntelliPRINT Business User opens the saved IntelliPRINT format in the Report Viewer

Report Designer Report Viewer Developer Business User Sales HR Application CRM Application Finance Application Applications Lotus Notes & Domino Reporting enabled by IntelliPRINT Developer starts creating a report from the Notes application IntelliPRINT Designer is launched from the Actions menu Report is created in the designer Report saved as an IntelliPRINT format in the Notes database Business User opens the saved IntelliPRINT format in the Report Viewer

Report Designer Report Viewer Developer Business User Sales HR Application CRM Application Finance Application Applications Lotus Notes & Domino Reporting enabled by IntelliPRINT Developer starts creating a report from the Notes application IntelliPRINT Designer is launched from the Actions menu Report is created in the designer Report saved as an IntelliPRINT format in the Notes database Business User opens the saved IntelliPRINT format in the Report Viewer

Report Designer Report Viewer Developer Business User Sales HR Application CRM Application Finance Application Applications Lotus Notes & Domino Reporting enabled by IntelliPRINT Developer starts creating a report from the Notes application IntelliPRINT Designer is launched from the Actions menu Report is created in the designer Report saved as an IntelliPRINT format in the Notes database Business User opens the saved IntelliPRINT format in the Report Viewer

Report Designer Report Viewer Developer Business User Sales HR Application CRM Application Finance Application Applications Users are able to share reports in any format Lotus Notes & Domino Reporting enabled by IntelliPRINT Export Print Email

Creating this report in IntelliPRINT - DEMO

Ease of use Easy and rapid development with the advanced WYSIWYG report designer Report Creation Minutes as compared to hours / days / weeks Performance Minimum 5 times faster for bulk reports Report Quality Presentation quality, exceeding industry standards Maintenance “ 0” maintenance overhead! Before & After comparison 00:29 00:26 Process Data to Report 00:27 04:35 Transfer Data into Tool IntelliPRINT Report Designer Previous Solution Duration (min:sec)

Ease of use

Easy and rapid development with the advanced WYSIWYG report designer

Report Creation

Minutes as compared to hours / days / weeks

Performance

Minimum 5 times faster for bulk reports

Report Quality

Presentation quality, exceeding industry standards

Maintenance

“ 0” maintenance overhead!

Post Implementation Benefits For Business Users Business users are thrilled with the visualization experience and ease of use Users get reports with real time data, on demand Significant gains in user productivity and business efficiency

For Business Users

Business users are thrilled with the visualization experience and ease of use

Users get reports with real time data, on demand

Significant gains in user productivity and business efficiency

Post Implementation Benefits For IT Notes developers are now able to focus on critical application development tasks Minimum 75% savings in report creation time Very effective and comprehensive reports never before possible are being delivered to users Rapid ROI within 12 weeks of deployment

For IT

Notes developers are now able to focus on critical application development tasks

Minimum 75% savings in report creation time

Very effective and comprehensive reports never before possible are being delivered to users

Rapid ROI within 12 weeks of deployment

Thank You Unlock the true business value of your Notes & Domino data! Maximize the return from your Notes & Domino investments! Questions?