2. 2
Agenda
What is Forms Experience Builder?
How does it work?
Demo - marketing examples
Integration and customization
Summary and Q&A
3. 3
Why IBM Forms Experience Builder?
Difficulty engaging customers, partners, employees in
programs, offers and surveys?
Unable to easily create and deploy apps?
Not able to easily collect the information needed?
Feeling competitive and cost pressures?
Quickly and easily create customer engagement apps
Puts you in control
Easy access to information and ability to integrate with other systems
Pain points
How Forms Experience Builder can help
4. 4
4
What is IBM Forms Experience Builder?
Collecting
Information
Tracking and
Updating
Information
Reporting and
Analyzing
Information
An offering that lets non-technical users (and technical users too!) create
sophisticated web applications for …
Automate
Processes
5. 5
What makes FEB unique?
Sure it’s easy to…
• Create dynamic web and mobile
friendly forms
• Collect, access and analyze data
Integrate with other
systems
Automate process
Access and management
of data and resources
Control over behavior and
extensibility
Service integration
content storage services
REST API
JavaScript API
eventing model
Role base access control
Simple workflow
Notifications
…but these capabilities make FEB standout
6. 6
FEB’s value lies in its ability to let you transform the
way you do things
Watson
Sentiment Analysis
Customer Facing
Feedback Form
Internal Triage
Process
• Negative?
• Neutral?
• Positive?
Response
One of Today’s Demo Examples
7. 7
Customer examples
Program
Enrollment Patient Diaries
R&D Project
Tracking
Member
Services Advisor Check-in
Kiosk
Citizen Self
Service
Customer
Inquiries Member
Services
Employee facing
forms
Dealer
Programs
Retail Job
Applications
Patient
Monitoring
Academic
Enrollment
8. 8
Agenda
What is Forms Experience Builder?
How does it work?
Demo - marketing examples
Integration and customization
Summary and Q&A
9. 9
A single place to manage all your work
Only see your apps and those
that others have elected to give
you access to
Create new apps, make
changes to existing apps and
deploy them
View results and summary
analysis
Search by app name or organize
by tags
Import and export applications
and results
10. 10
Easy to design and make changes
Drag widgets onto the canvas
Set their properties
11. 11
Create multi-page and multi-form applications
Create any number of pages or forms in your
application
Use rules to determine when pages are displayed
Rearrange pages and forms in your application
Drag and drop widgets between pages
Page 1 Page 2
drag and drop
12. 12
New easy field validation
Specify any validation pattern with
easy to understand rules
# for numbers 0-9
@ for letters A-Z
? For numbers or letters
Or enter a sample of the required
format (555) 123-4567
Add multiple patterns by separating
expressions with a comma
Set invalid message display
13. 13
1
Add rules to make forms dynamic
Make your forms
experience
dynamic
Specify rules to:
Show/hide
Enable/disable
Require/not
require
parts of your form
14. 14
Design apps that work on any device or site
Dynamic Width Dynamic Layout Dynamic Rules
Form page
width
adjusts to
the width of
window,
portal
column,
iframe or
device
Form layout
collapses to
one column
based on
breakpoints
selected
Rules set
to
determine
when to
show and
hide
elements
15. 15
Automate Processes with Workflow
Where the form goes when
you click submit
Who can access and update the
form
What they can see
and do
Plan Administrators role has update privileges
in the Plan Administrator stage
Hide / Show
Make Read Only
16. 16
Integrate services into your FEB apps
Map services to fields in your
application
Prepopulate fields
Load drop down options
Send data to other systems
Fill PDFs
Types of services
Other FEB apps
Documents
Any RESTful Service
17. 17
The FEB Service Catalog
HTTP API
Input
Outputs
FEB Server
Service Catalog
1. Google geocode
2. Watson sentiment
3. WCM content
FEB App
Add service
definition entries for
any RESTful
service to the
Catalog
Non technical users
can easily create
apps that use
cataloged services
Outputs
Define once and all can use
18. 18
New! Quick JSON Services
User can add JSON services
directly to their applications
Determine what URL parameters
to assign from your FEB app
20. 20
RESTful access to information you collect
Secure Data
Your FEB
application
REST API
REST API provides full create, read, update and delete access
Pull date from FEB into custom reports, analysis and summaries
Use FEB in “headless” mode
List
Retrieve
Create
Update
Delete
AccessControl
Your Favorite
Front End
Development
Tool
or Analysis Tool
JSON or
XML
21. 21
New filtering capabilities with FEB’s Data Access API
New parameters to filter
Meta data operators for author name, update name, when created, when
last updated, workflow stage
String operators for equals, starts with, ends with, contains
Numeric operators for: equals, not equals, greater than, less than, greater
then or equal to, less than or equal to
Date operators for after, before, between, year, month, day
Combine multiple filters with and / or operators
Example
/forms-basic/secure/org/data/{app-uid}/{form-id}?F_Amount__gt=10000
22. 22
Agenda
What is Forms Experience Builder?
How does it work?
Demo - marketing examples
Integration and customization
Summary and Q&A
23. 23
Demo Time
Contact / Feedback
Survey / Poll
Quiz / Calculator
Register & Download
Application / Registration
Transactions
Quick JSON Services
WCM integration
Watson integration
Workflow, access and roles
Dynamic behavior
Rules and data validation
CSS
PDF generation
Content storage services
Scenarios Capabilities that will be demoed
24. 24
Agenda
What is Forms Experience Builder?
How does it work?
Demo - marketing examples
Integration and customization
Summary and Q&A
25. 25
Render FEB apps on any web app
Use standard HTML tags to include FEB app in your web site
26. 26
IBM Forms Experience
Builder
Modern client side architecture
Event
AJAX/REST
Provides an exceptional experience and performance
Initial Page Load
Client
27. 27
Extend FEB using common web development skills
Custom fonts and layout with CSS
Google Maps and
Geolocation
Barcodes
reCaptcha
Type ahead
Custom Field Validation
28. 28
Integrate different FEB apps with services
FEB app #2: Course Catalog
Course
---------
----------
-----------
-----------
Date
-----
------
----
----
Cost
----
----
----
----
Description
-------------
-----------
-------------
--------------
FEB app #1: Course Registration
Date Cost
Description
2/9/16 $200
Learn how to use
JavaScript and Services
Select a Course
Retrieve course information from the
training course catalog app
Security Training
New Hire Orientation
Leadership
Advanced FEB
29. 29
2
Document service for filling PDFs
Dynamic Web Experience
Document Output
When transaction documents are required
30. 30
3
Make things happen with FEB events
Types of events
Application Events
Form Events
Page Events
Item Events
Events can trigger
Formula
JavaScript
Service calls
31. 31
FEB JavaScript API
Use JavaScript to manipulate the
FEB objects:
Interface model
Application
Forms
Pages
Items
Data model
Business Objects
Business Object Attributes
Interface model Data model
FEB App
32. 32
Using JavaScript in FEB
Write snippets of JS which are triggered by FEB events
Some example use scenarios:
Set content dynamically – i.e. display details for selected item, display the form in different languages
Set data values dynamically
Launch other forms or navigate to other pages
Show, hide, enable or disable items programmatically
Programmatically call a service
Pass information from an HTML fragments to FEB’s data model – i.e. save Google Map coordinates
Tie the form submission to a custom button
Calculate the differences between dates
Change styles based based on logic
Parse CSV text and load into a table
and many, many more …
33. 33
Full control over CSS and styling
choose a built in theme augment a built in theme ... or create your own theme
34. 34
Add new functions to your application with JS Frameworks and
HTML Fragments
Reference or add 3rd
party JS frameworks Add HTML fragments
New function in your app
Example: Adding a JQuery signature widget
35. 35
Summary – Self Service Applications in minutes
Easy to Design and Change Apps
Solutions designed with FEB are agile and easily changed to accommodate changing business requirements
Cloud deployment
Use FEB in a cloud style deployment. All
apps and data are secure.
Simple workflow
Speed the approval process with flexible,
role-based workflow and access control.
Everything you need
Database, reports and charts are all
automatically created. All the software you
need is included.
Flexible integration
Add FEB apps to the your customer or
employee website and integrated with your
systems.
Adaptive behavior
Forms will adapt to the devices they
are being used on.
Extensible
Apps can be customized using
standard web development skills.
37. 37
Please Note:
• IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s
sole discretion.
• Information regarding potential future products is intended to outline our general product direction and it should not be
relied on in making a purchasing decision.
• The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to
deliver any material, code or functionality. Information about potential future products may not be incorporated into any
contract.
• The development, release, and timing of any future features or functionality described for our products remains at our
sole discretion.
• Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment.
The actual throughput or performance that any user will experience will vary depending upon many factors, including
considerations such as the amount of multiprogramming in the user’s job stream, the I/O configuration, the storage
configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve
results similar to those stated here.
3
39. 39
Notices and Disclaimers Con’t.
Information concerning non-IBM products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested
those products in connection with this publication and cannot confirm the accuracy of performance, compatibility or any other claims related to non-IBM products. Questions on the
capabilities of non-IBM products should be addressed to the suppliers of those products. IBM does not warrant the quality of any third-party products, or the ability of any such third-
party products to interoperate with IBM’s products. IBM EXPRESSLY DISCLAIMS ALL WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO, THE
IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.
The provision of the information contained herein is not intended to, and does not, grant any right or license under any IBM patents, copyrights, trademarks or other intellectual property
right.
IBM, the IBM logo, ibm.com, Aspera®, Bluemix, Blueworks Live, CICS, Clearcase, Cognos®, DOORS®, Emptoris®, Enterprise Document Management System™, FASP®, FileNet®,
Global Business Services ®, Global Technology Services ®, IBM ExperienceOne™, IBM SmartCloud®, IBM Social Business®, Information on Demand, ILOG, Maximo®,
MQIntegrator®, MQSeries®, Netcool®, OMEGAMON, OpenPower, PureAnalytics™, PureApplication®, pureCluster™, PureCoverage®, PureData®, PureExperience®, PureFlex®,
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jurisdictions worldwide. Other product and service names might be trademarks of IBM or other companies. A current list of IBM trademarks is available on the Web at "Copyright and
trademark information" at: www.ibm.com/legal/copytrade.shtml.
3
This quote from Gartner Research explains what it’s all about (read the quote).
You already have digital assets, maybe even more than you realize.
It just makes sense to drive value and revenue from them.
And you do that by taking advantage of the pervasive digital connections—the multiple touch points that you now have with all of your customers, and all of your employees.
With these, it’s no exaggeration to say that you really can reinvent relationships, and rethink engagement with customers and employees alike.
81% of purchasers get advice from their social network
Reducing customer churn by 5% can increase profits 25-125%
Videos on landing pages increase conversion by 86%
70% leave due to poor service, not product quality
90% use multiple screens sequentially to accomplish a task over time
80% of CIOs get some of their infrastructure delivered through the private cloud
84% of businesses use web analytics
$180 billion estimated global cloud services market by the end of 2015
Reducing customer churn by 5% can increase profits 25-125%- http://www.bautomation.com/successes-resources/articles/startling-statistics-on-customer-retention-acquisition/489/
Almost 70% of the identifiable reasons by customers left had nothing to do with the product..prevailing reason was poor quality of service. http://www.customer-satisfaction.com.au/CustomerSatisfaction.htm
Cloud computing stats: http://www.statetechmagazine.com/article/2013/09/13-cloud-computing-stats-cios
This quote from Gartner Research explains what it’s all about (read the quote).
You already have digital assets, maybe even more than you realize.
It just makes sense to drive value and revenue from them.
And you do that by taking advantage of the pervasive digital connections—the multiple touch points that you now have with all of your customers, and all of your employees.
With these, it’s no exaggeration to say that you really can reinvent relationships, and rethink engagement with customers and employees alike.
81% of purchasers get advice from their social network
Reducing customer churn by 5% can increase profits 25-125%
Videos on landing pages increase conversion by 86%
70% leave due to poor service, not product quality
90% use multiple screens sequentially to accomplish a task over time
80% of CIOs get some of their infrastructure delivered through the private cloud
84% of businesses use web analytics
$180 billion estimated global cloud services market by the end of 2015
Reducing customer churn by 5% can increase profits 25-125%- http://www.bautomation.com/successes-resources/articles/startling-statistics-on-customer-retention-acquisition/489/
Almost 70% of the identifiable reasons by customers left had nothing to do with the product..prevailing reason was poor quality of service. http://www.customer-satisfaction.com.au/CustomerSatisfaction.htm
Cloud computing stats: http://www.statetechmagazine.com/article/2013/09/13-cloud-computing-stats-cios
This quote from Gartner Research explains what it’s all about (read the quote).
You already have digital assets, maybe even more than you realize.
It just makes sense to drive value and revenue from them.
And you do that by taking advantage of the pervasive digital connections—the multiple touch points that you now have with all of your customers, and all of your employees.
With these, it’s no exaggeration to say that you really can reinvent relationships, and rethink engagement with customers and employees alike.
81% of purchasers get advice from their social network
Reducing customer churn by 5% can increase profits 25-125%
Videos on landing pages increase conversion by 86%
70% leave due to poor service, not product quality
90% use multiple screens sequentially to accomplish a task over time
80% of CIOs get some of their infrastructure delivered through the private cloud
84% of businesses use web analytics
$180 billion estimated global cloud services market by the end of 2015
Reducing customer churn by 5% can increase profits 25-125%- http://www.bautomation.com/successes-resources/articles/startling-statistics-on-customer-retention-acquisition/489/
Almost 70% of the identifiable reasons by customers left had nothing to do with the product..prevailing reason was poor quality of service. http://www.customer-satisfaction.com.au/CustomerSatisfaction.htm
Cloud computing stats: http://www.statetechmagazine.com/article/2013/09/13-cloud-computing-stats-cios