Overview and Demonstration
<ul><li>Harley Davidson </li></ul>
Agenda <ul><li>Overview </li></ul><ul><li>Demonstrations </li></ul><ul><ul><li>Scenario 1: Create a form </li></ul></ul><u...
The Lotus Forms Solution The more integrated forms are with your business processes, the greater the value to your company...
The Lotus Forms Solution: Lotus Forms Designer An Eclipse-based, drag-and-drop forms editor. Lotus Forms Webform Server A ...
The Lotus Forms Solution: Agility <ul><ul><li>Presentation Layer </li></ul></ul><ul><li>High-fidelity for duplicating pape...
Demonstration Scenarios <ul><li>Scenario 1: Creating a form </li></ul><ul><li>Scenario 2: Converting and editing a form </...
Scenario 1: Creating a form <ul><li>You will see </li></ul><ul><ul><li>A form created from a template </li></ul></ul><ul><...
Scenario 1: Creating a form <ul><li>Highlights </li></ul><ul><ul><li>Easy to create a form </li></ul></ul><ul><ul><li>Main...
Scenario 2: Converting and editing a form <ul><li>You will see </li></ul><ul><ul><li>Converting a PDF form </li></ul></ul>...
Scenario 2: Converting and editing a form <ul><li>Highlights </li></ul><ul><ul><li>Reuse of existing form assets </li></ul...
<ul><li>You will see </li></ul><ul><ul><li>Adding a schema and data instance </li></ul></ul><ul><ul><li>Creating UI contro...
<ul><li>Highlights </li></ul><ul><ul><li>Split UI and Data development roles </li></ul></ul><ul><ul><li>Easily bind backen...
4: Finished Form <ul><li>You will see </li></ul><ul><ul><li>Partially populated form </li></ul></ul><ul><ul><li>Check box ...
4: Finished Form <ul><li>Highlights </li></ul><ul><ul><li>A form that is created quickly and easily </li></ul></ul>
Scenario 5: Portal Context <ul><li>You will see </li></ul><ul><ul><li>Banking customer portal </li></ul></ul><ul><ul><li>P...
Scenario 5: Portal Context <ul><li>Highlights </li></ul><ul><ul><li>Improved user experience and engagement </li></ul></ul...
Buzzword Bingo
Start the conversation <ul><li>Web channel </li></ul><ul><li>Electronic Forms </li></ul><ul><li>Portals </li></ul><ul><li>...
Think Thank you Chris Sparshott Blog http://chrissparshott.com Portfolio http://www.slideshare.net/sparkbouy/slideshows IB...
Where are Lotus Forms used? Typical Industry Solution Areas for E-Forms Insurance Woodmen Insurance : Accelerated new busi...
Just the facts: Supported Platforms Supported Platforms Lotus Forms allow you to leverage your existing infrastructure and...
Just the facts: HTML “Mashup” API HTML “Mashup” API A new JavaScript API allows forms to integrate with other portlets to ...
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Lotus Forms Overview and Demonstration

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  • Add enterprise accelerator logo/mention?
  • Everyone can rest easy my goal today is not to encourage you to have Lotus Forms tattooed on your bodies. Todays session is about looking at some tools which can help maintain users satisfaction of your web channel, be that employee, customer or business partner focused. At the end of this session I would like to start the conversation with you about these web channels and to become part of your community.
  • Here is the agenda for the presentation today.
  • FileNet * Future Integration?
  • Arch concept #1 Dynamic form assembly (dynamic data model)
  • Add compliance, simplicity, Make simplified process point here Two links to same slide – return? RIA?
  • After video: I have tried to keep the buzzwords to a minimum and nobody has said “BINGO” in the audience so I think I am safe with that statement. I will now STOP TALKING, and with your permission START DOING. I want us to start the conversation around electronic forms and web channels to see how IBM can assist you with your goals.
  • The presentation is now over, I want to thank you for attending this short session and I am open to questions now or after the session. Thank you.
  • Should we call out WFS vs. Viewer in this? How about IE vs. FireFox? Versions? OS-X version?
  • Should we mention IE/CAPI limitations?
  • Lotus Forms Overview and Demonstration

    1. 1. Overview and Demonstration
    2. 2. <ul><li>Harley Davidson </li></ul>
    3. 3. Agenda <ul><li>Overview </li></ul><ul><li>Demonstrations </li></ul><ul><ul><li>Scenario 1: Create a form </li></ul></ul><ul><ul><li>Scenario 2: Convert and edit a form </li></ul></ul><ul><ul><li>Scenario 3: Table and data </li></ul></ul><ul><ul><li>Scenario 4: Finished Form </li></ul></ul><ul><ul><li>Scenario 5: Portal Context </li></ul></ul><ul><li>Summary </li></ul>
    4. 4. The Lotus Forms Solution The more integrated forms are with your business processes, the greater the value to your company. Value and ROI Content-Centric Process-Centric Enterprise Process/Content Management Fill, (Sign) & Submit . . .Store, Process and Preserve Print & Read Print & Fill Fill & Print 1 2 3 4 5 Level of Integration ($14.00 Savings per Form*) ($16.25 Savings per Form*) ($97.00 Savings per Form**) ($154.00 Savings/Form**) Business Process Management Sources: * Bill Gates, Business @ the Speed of Thought, ** Gartner Group
    5. 5. The Lotus Forms Solution: Lotus Forms Designer An Eclipse-based, drag-and-drop forms editor. Lotus Forms Webform Server A Web 2.0 client for 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 Allows your Web application to manipulate Lotus Forms Lotus Forms is a complete Web 2.0 Forms solution. FileNet P8 Content Manager DB2 Websphere Process Server Lotus Forms Services Platform Websphere Application Server Websphere Portal
    6. 6. The Lotus Forms Solution: Agility <ul><ul><li>Presentation Layer </li></ul></ul><ul><li>High-fidelity for duplicating paper forms Guided-interview, or wizard, driven </li></ul><ul><li>Business Logic </li></ul><ul><li>Capture forms processes in the form Integrate business process workflows </li></ul><ul><li>Data Instances </li></ul><ul><li>Based on W3C XForms specification Multiple XML payloads for integration Validate against external XML Schemas </li></ul><ul><li>File Attachments </li></ul><ul><li>Capture complete transaction Supplemental or associated eForms MS Office, videos, faxes, etc. </li></ul><ul><li>Security </li></ul>
    7. 7. Demonstration Scenarios <ul><li>Scenario 1: Creating a form </li></ul><ul><li>Scenario 2: Converting and editing a form </li></ul><ul><li>Scenario 3: Table and Data </li></ul><ul><li>Scenario 4: Finished Form </li></ul><ul><li>Scenario 5: Portal Context </li></ul>
    8. 8. Scenario 1: Creating a form <ul><li>You will see </li></ul><ul><ul><li>A form created from a template </li></ul></ul><ul><ul><li>The forms designer client </li></ul></ul><ul><ul><li>Simple form configuration </li></ul></ul>
    9. 9. Scenario 1: Creating a form <ul><li>Highlights </li></ul><ul><ul><li>Easy to create a form </li></ul></ul><ul><ul><li>Maintain consistent look and feel </li></ul></ul><ul><ul><li>Intuitive design environment </li></ul></ul>
    10. 10. Scenario 2: Converting and editing a form <ul><li>You will see </li></ul><ul><ul><li>Converting a PDF form </li></ul></ul><ul><ul><li>Editing the form </li></ul></ul><ul><ul><li>Adding fields and widgets </li></ul></ul>
    11. 11. Scenario 2: Converting and editing a form <ul><li>Highlights </li></ul><ul><ul><li>Reuse of existing form assets </li></ul></ul><ul><ul><li>Quick start for form development </li></ul></ul><ul><ul><li>Simple drag and drop manipulation </li></ul></ul>
    12. 12. <ul><li>You will see </li></ul><ul><ul><li>Adding a schema and data instance </li></ul></ul><ul><ul><li>Creating UI controls from the data instance </li></ul></ul><ul><ul><li>Creating a table formula </li></ul></ul>Scenario 3: Tables and Data
    13. 13. <ul><li>Highlights </li></ul><ul><ul><li>Split UI and Data development roles </li></ul></ul><ul><ul><li>Easily bind backend data to the form’s user interface </li></ul></ul><ul><ul><li>Use a wizard to quickly build formulas. </li></ul></ul>Scenario 3: Tables and Data
    14. 14. 4: Finished Form <ul><li>You will see </li></ul><ul><ul><li>Partially populated form </li></ul></ul><ul><ul><li>Check box </li></ul></ul><ul><ul><li>Field validation </li></ul></ul><ul><ul><li>Dynamic table </li></ul></ul><ul><ul><li>Date Picker </li></ul></ul><ul><ul><li>Attachment </li></ul></ul><ul><ul><li>Digital Signature </li></ul></ul>
    15. 15. 4: Finished Form <ul><li>Highlights </li></ul><ul><ul><li>A form that is created quickly and easily </li></ul></ul>
    16. 16. Scenario 5: Portal Context <ul><li>You will see </li></ul><ul><ul><li>Banking customer portal </li></ul></ul><ul><ul><li>Personalisation and recommendation </li></ul></ul><ul><ul><li>Electronic form </li></ul></ul>
    17. 17. Scenario 5: Portal Context <ul><li>Highlights </li></ul><ul><ul><li>Improved user experience and engagement </li></ul></ul><ul><ul><li>Reduce cost of processing forms based transactions </li></ul></ul><ul><ul><li>Improve productivity for customers and employees </li></ul></ul><ul><ul><li>Reduce time to deploy new products and services </li></ul></ul>
    18. 18. Buzzword Bingo
    19. 19. Start the conversation <ul><li>Web channel </li></ul><ul><li>Electronic Forms </li></ul><ul><li>Portals </li></ul><ul><li>Web Content </li></ul>
    20. 20. Think Thank you Chris Sparshott Blog http://chrissparshott.com Portfolio http://www.slideshare.net/sparkbouy/slideshows IBM [email_address]
    21. 21. Where are Lotus Forms used? Typical Industry Solution Areas for E-Forms Insurance Woodmen Insurance : Accelerated new business application from weeks to hours! <ul><li>New Business and Renewals </li></ul><ul><li>Group Enrollment </li></ul><ul><li>Underwriting </li></ul><ul><li>Quote/Proposal Generation </li></ul><ul><li>Claims Processing </li></ul><ul><li>Agent and Customer Servicing </li></ul><ul><li>Compliance and Reporting </li></ul><ul><li>Agent, Underwriter, Adjuster </li></ul>Banking And Finance Manufacturing And Retail <ul><li>Account Opening </li></ul><ul><li>Loan Origination </li></ul><ul><li>Wire Transfer </li></ul><ul><li>Compliance Filing </li></ul><ul><li>Profile for cross-sell of services </li></ul><ul><li>Broker Management </li></ul><ul><li>Records Management </li></ul>AMP: Automated new business process to reduce costs and increase revenues GXS: A leader in B2B solutions uses Lotus Forms between trading partners <ul><li>Multi-Channel Management </li></ul><ul><li>Inventory Management </li></ul><ul><li>Supply Chain </li></ul><ul><li>Fulfillment </li></ul><ul><li>Regulatory Compliance </li></ul><ul><li>Human Resources </li></ul><ul><li>Cross-Channel Services </li></ul>Customer Success: Customer Success: Customer Success:
    22. 22. Just the facts: Supported Platforms Supported Platforms Lotus Forms allow you to leverage your existing infrastructure and expertise by deploying on the server platform of your choice Return Lotus Forms also supports a wide variety of client platforms: <ul><li>Mac OS-X 10.3, 10.4 (Webform) </li></ul><ul><ul><li>Windows XP (Webform, Viewer) </li></ul></ul><ul><ul><li>Windows Vista (Webform, Viewer) </li></ul></ul>2000 (sp4), 2003 (Standard Edition) x86 Windows Server 9 x86 Novell SUSE Server (SLES) 4 x86 Red Hat Server (RHEL) 9, 10 SPARC Solaris 5.2, 5.3 POWER AIX 5.3, 5.4 System i i5/OS (PASE) Operating System Versions Chipset Operating System Platforms Supported by Lotus Forms Server New in V3.0
    23. 23. Just the facts: HTML “Mashup” API HTML “Mashup” API A new JavaScript API allows forms to integrate with other portlets to create a single, unified user experience Return <ul><li>Allows forms to exchange data with other portlets </li></ul><ul><ul><li>Form data can be populated from other line-of-business applications </li></ul></ul><ul><ul><li>Applications running in other portlets can extract forms data and respond to form events </li></ul></ul><ul><ul><ul><li>Improves user efficiency and provides more compelling user experience </li></ul></ul></ul><ul><li>Forms can be integrated with other HTML components to quickly create new compound applications </li></ul><ul><ul><li>Reduces time-to-value and application development costs </li></ul></ul>

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