Lotusphere 2012: Social Business Example - Safebook


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AD105 Use Domino XPages for your Social Business. Real World Example "safebook". Part of Herbert Wagger's presentation.

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Lotusphere 2012: Social Business Example - Safebook

  1. 1. AD 105Use IBM Domino and XPagesfor your social BusinessNiklas HeidloffSenior Software Engineer | IBMHerbert WaggerManaging Director | INTRANET Software & Consulting GmbH© 2012 IBM Corporation
  2. 2. INTRANET Profile and Customer References INTRANET Software & Consulting GmbH LAKESIDE B01, A-9020 Klagenfurt Tel. +43(0) 4229 3900 http://www.intranet-consulting.at Company Profile • Foundation1997 • Independent Software Vendor • Markets: Banks, Insurance, SMB • 35 Installations, > 10.000 user 2 | © 2012 IBM Corporation
  3. 3. Collaboration and Social Software■ A social business is one that embraces and cultivates spirit of collaboration and community throughout the organization – internally and externally■ Social software helps users to find the right information at the right time by leveraging personal networks, analytics and context■ Collaboration and social software allow sharing of information. Social software adds functionality to address the information scatter and flood problems 3 | © 2012 IBM Corporation
  4. 4. The World has changed 2000 2011 Desktop Smartphone/Tablet Pull Push Click Touch Tabs Feeds Location unknown „location aware“ eBusiness Cloud „go online“ „always connected“ Program-CD Apps 4 | © 2012 IBM Corporation
  5. 5. The Social Enterprise Watch out this Prezi 5 | © 2012 IBM Corporation
  6. 6. A Banking Solution over the yearsLotus Notes/Domino Release 4.5, 5, 6, 6.5 New Techn. (R8) 2000 2004 2008 2009 2011 2013Integrated Banking Frontend Web 2.0 6 | © 2012 IBM Corporation
  7. 7. “Safebook” brings the Best of the Consumer Web toBanking Business Selling experience Analytics Recommender Engine Social Networking Genius Tagging , Rating, Real Time conversation , Subscription micro blogging Everyone can contribute User Experience with his knowledge “sexy” UIs 7 | © 2012 IBM Corporation
  8. 8. i-Bank + safebook = i-Bank 2.0 Safebook (Social Media, Web 2.0)i-Bank: CRM, Marketing/Sales & Workflow Platform i-Bank Framework Customer Analysis/ Controlling Products Acquisition Loan Relationship Councelling Processing Custom er Contact Needs Product Product Conditions Target Cross- Sales Analysis Loan Rating Info History Analysis Proposal & Knowledge groups Selling Reports Appl. Scoring Calendar/ Financial Product Multi-Level Activities Annual Approval Mail Product Finder Process To-Do List Planning Selling Opportunity Mgm t. Sales Plan Workflow CRM Base + Product Campaign Sales Mgmt & Sales Scripts Credit Manager Customer Mgmt. Catalogue Management Controlling Domino and/or Websphere Transaction Processing Systems (Mainframe) 8 | © 2012 IBM Corporation
  9. 9. Live-Demo Social CRM 360ƒ CRM- and social view > Produpedia SalesWiki, Rating, Tagging, … > i-Tweet Micro Blogging & Activity Stream > Social Enabler, XNames Lotus Connections, Dropbox, Facebook > Social Analytics Email, Calendar, i-Tweets > 9 | © 2012 IBM Corporation
  10. 10. Social CRM (1)■ Purchase Probability (Amazon)■ 360 degree customer view, profiling, segmentation, products, financial status, ...■ Social Client akquisition (Campaigns, Opportunity Management, Contact Management)■ “Follow” a Customer and get posted via Activity Stream■ Advisory functions, Financial Planning (As-is analysis, szenarios, calculations, tools)■ Sales planning/monitoring and controlling 10 | © 2012 IBM Corporation
  11. 11. Social CRM - 360° view on customer incl. social view■ i-Tweets from inside the organisation■ Social Profiles & Conversations (Facebook, Twitter, Google+, LinkedIn, ...)■ Social Analytics of SM-Channels■ Cross selling potential■ Opportunity Management■ Activity Management■ Appointments, ToDo‘s, e-mail 11 | © 2012 IBM Corporation
  12. 12. Social Enabler for XPages■ Social Apps For Enterprises using XPages and OpenNTF project Social Enabler■ Utilize and integrate services from Connections, LotusLive etc. and inter-operate between heterogenous systems using standard and established technologies like REST, OAuth and JSON 12 | © 2012 IBM Corporation
  13. 13. “Produpedia”, the SalesWiki■ Wikipedia concept, everyone can contribute with his knowledge■ Product Knowledge Base, Terms & Conditions, Highlights, add-on Products, ...■ Best Practice in sales, tactics, sales arguments■ Cloud Tags, Product Finder■ Comments, Ratings, Tagging■ Top Charts, Whats New, Popular, ...■ Blogs (Integration with Lotus Connections)■ Microblogging, publish feeds into i-Tweet 13 | © 2012 IBM Corporation
  14. 14. “i-Tweet”, internal wall, micro blogging, info-push■ Integrate People, Content and Applications■ Follow colleagues or experts across the organisation■ Follow campaigns, loan applications, hot customer cases etc.■ Social Product Livecycle, involve Product Managers, Marketing, Sales, Legal, Sales Rep. in a feedback-loop.■ i-Bank or external systems start talking to you via the live-feed and status updates.■ Comments, Like, Share, Tagging 14 | © 2012 IBM Corporation
  15. 15. “XNames”, Social Address Book, Communities, ...■ Connect with and „follow“ colleagues, groups and specialists inside the Intranet and share information, ideas and knowledge■ Existing groups from the Domino Directory can be used for posting information (similar to Google+ circles)■ ad-hoc groups can be build and joined to work on certain business cases inside i-Bank■ XNames is used inside safebook/i-Bank. Profiles from Lotus Connections can interface. 15 | © 2012 IBM Corporation
  16. 16. Enterprise AppStore■ Engage the user community, rather than merely listing applications.■ Embrace agile methods to regularly deploy new functionality.■ Apply application intelligence, combined with DevOps disciplines, to improve the apps over time.■ Mesure developer success through consumption and application intelligence feedback, rather than mere productivity or project completion. 16 | © 2012 IBM Corporation
  17. 17. Social Analytics (mail, calendar, i-Tweets)■ Email Ranking to find the top contacts internally and externally as well as e-mails from customers.■ Tag Searching to analyse popular subjects or terms, presented in a tag cloud.■ Mail statistics: mails send/received, did people respond to you, did you answer e-mails, busiest day in the week, etc.■ Analytics on calendar: number of meetings, how much time spent, Participants ranking, where, main subjects, ... 17 | © 2012 IBM Corporation
  18. 18. ibank on iPhone/iPad, mobile CRM 18 | © 2012 IBM Corporation
  19. 19. Q&ANiklas Heidloff Herbert Waggerniklas_heidloff@de.ibm.com wagger@intranet-consulting.at@nheidloff @HerbertWaggerheidloff.net www.i-bank.at 19 | © 2012 IBM Corporation