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David Manning | Development Manager and Architect | Lotus Forms Anthony Fiorot | Program Manager | WebSphere Portal SOA and BPM Leveraging IBM Lotus ® Forms ™ with IBM WebSphere ® Process Server ™ and IBM WebSphere ® Portal ™ to Enable Business Process Automation WEB214

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The information on the new product is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information on the new product is for informational purposes only and may not be incorporated into any contract. The information on the new product is not a commitment, promise, or legal obligation to deliver any material, code or functionality. The development, release, and timing of any features or functionality described for our products remains at our sole discretion.

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Smart Work helps organizations redefine: InvertedIcons Smart Work Icon for Light BAckgrounds To optimize business performance. How Technology Enables Flexibility… How Businesses Evolve… How People Collaborate… … To Maximize Effectiveness … To Meet Business Needs Quickly … To Adapt and Respond Dynamically

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<ul><li>Overview of the BPA </li></ul><ul><li>The Technology </li></ul><ul><li>Conclusion </li></ul>

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BPM is a top priority for our customers. “ Roughly 20% of Portal opportunity is BPM based… 83% of Portal customers use some type of Forms in Portal apps ” - IDC Source: WPLC MPA 1H 2007

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The Portal Accelerators IBM® accelerators for IBM WebSphere® Portal are prepackaged offerings that speed time-to-value of portal deployments. “ I need to deliver business processes to users in context with the information, applications, and data that they need to make decisions. “ I need to increase the value of my website by delivering real-time, personalized data based on user attributes” “ I need to track my organization's goals and performance against them to more effectively drive results” “ I need a cost effective way to deliver personalized, online training “just in time” within the context of my employees’ ongoing activities.” “ I need my teams to work together more effectively and efficiently, while easily accessing relevant corporate applications” “ I want to deliver exceptional user experiences to my mobile workers, partners and customers.”

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Straight Through Processes Coordinated/Scheduled Processes Non-Deterministic/ Event-Driven Processes Collaborative/Artful Processes WebSphere Process Server FileNet, other process engines <ul><li>Payments </li></ul><ul><li>Trade settlement </li></ul><ul><li>Integrated supply-chain </li></ul><ul><li>Authorization </li></ul><ul><li>Fraud detection </li></ul><ul><li>Merchandising </li></ul><ul><li>Collateral creation </li></ul><ul><li>Innovation </li></ul><ul><li>Dashboards </li></ul><ul><li>Transaction management </li></ul><ul><li>Human to machine transactions </li></ul><ul><li>Contextual analysis </li></ul><ul><li>Complex transactions </li></ul><ul><li>Collaborative documents </li></ul><ul><li>Situational “mashups” </li></ul><ul><li>Ad-hoc work flows </li></ul>WebSphere Portal Lotus Forms Business Process Accelerator DB2 SAP Web Services Content People Systems

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How the Business Process Accelerator can help you: <ul><li>Lengthy transaction cycles and approval chains </li></ul><ul><li>Cumbersome user experiences </li></ul><ul><li>Repeated/ inaccurate/ incomplete data capture </li></ul><ul><li>Static, hand-coded user interfaces </li></ul><ul><li>Hard-coded business rules and monolithic application architectures making process change difficult </li></ul><ul><li>Records compliance drives high mailing, storage, processing costs </li></ul><ul><li>Auditable end-to-end records that cannot be repudiated </li></ul><ul><li>Dynamic, Web 2.0 interfaces built using re-usable, intelligent components </li></ul><ul><li>Rules-driven, monitored and managed processes </li></ul><ul><li>Intelligent documents collect complete and accurate data the first time </li></ul><ul><li>Web 2.0 interfaces - a competitive advantage </li></ul><ul><li>Automated, rapid transaction cycles </li></ul>

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BPM can benefit from Portal and Lotus Forms: <ul><ul><li>Using Portal and Forms, the user interface and application components become reusable, standards-based assets than can quickly be leveraged throughout the enterprise </li></ul></ul>Reduce infrastructure TCO <ul><ul><li>Portal and Forms enable ad-hoc processes that span the enterprise - and beyond. Portal allows users to customize their work-spaces to improve personal productivity. </li></ul></ul>Facilitate innovation, flexibility and continuous process improvement <ul><ul><li>Both Portal and Forms enable new integration paradigms that make it easier to create business processes that span both functional and process-based applications. </li></ul></ul>Improve operational efficiency by integrating cross functional business processes

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An architecture of reusable assets: By adding WebSphere Portal and Lotus Forms to a BPM deployment, the UI and application components become reusable assets – and new possibilities for systems integration emerge. Legacy/COTS Applications Web Service Components Process Components (BPEL) Documents (Forms) Composite Application Components (Portlets)

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A topology for form-driven business processes: Initiate Alert Select Task Select Document Fill Work Proceed <ul><li>Select template form </li></ul><ul><li>Fill template form </li></ul><ul><li>Populate from external data source </li></ul><ul><li>Data validation </li></ul><ul><li>Suspend/ Resume </li></ul><ul><li>Initiate business process </li></ul><ul><li>Copy form data into process </li></ul><ul><li>Persist form </li></ul><ul><li>User is alerted to pending task </li></ul><ul><li>Select human task for work </li></ul><ul><li>Display (new/persisted) form </li></ul><ul><li>Copy data from process into form </li></ul><ul><li>Modify form </li></ul><ul><li>Populate from external data source </li></ul><ul><li>Data validation </li></ul><ul><li>Approve/ Reject </li></ul><ul><li>Suspend/ Resume </li></ul><ul><li>Complete human task </li></ul><ul><li>Copy form data into process </li></ul><ul><li>Persist form </li></ul><ul><li>Select next process step </li></ul>Monitor Manage <ul><li>Monitor key performance indicators </li></ul><ul><li>Monitor work load allocation </li></ul><ul><li>Instance-based monitoring (self-query) </li></ul><ul><li>Balance work-load </li></ul><ul><li>Manage process instance priority (expedite) </li></ul>Report Store <ul><li>Store form templates </li></ul><ul><li>Store form instances </li></ul><ul><li>Index form data </li></ul><ul><li>Create/Update/Delete/Search of repository </li></ul><ul><li>Report on data in aggregate </li></ul>

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The BPA Framework: Initiate Select Task Select Document Fill Monitor Work Proceed Report Store Manage Note: Framework assets are initially implemented on the WebSphere BPM stack. WebSphere Dashboard Framework WebSphere Business Monitor Business Process Choreographer Form List Portlet <ul><li>Lists forms in repository </li></ul><ul><li>Property Broker Enabled </li></ul>Alert Alert Portlet/ Messaging <ul><li>WebSphere Dashboard Framework asset </li></ul><ul><li>Based on Portlet Builder </li></ul>Task View Portlet <ul><li>Displays task list from process engine </li></ul><ul><li>Uses “Universal Task List” </li></ul>Form View Portlet <ul><li>Displays form in WPS </li></ul><ul><li>Property Broker Enabled </li></ul>Lotus Forms Webform Server Form View Portlet <ul><li>Displays form in WPS </li></ul><ul><li>Property Broker Enabled </li></ul>Lotus Forms Webform Server WebSphere Dashboard Framework Cognos BI Quickr BPA Framework Other IBM Asset “ Sample” Repository Implementation Simple Design-Time Tooling <ul><li>Makes forms from tasks and publishes to repository </li></ul>

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<ul><li>Overview of the BPA </li></ul><ul><li>The Technology </li></ul><ul><li>Conclusion </li></ul>

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<ul><li>Reduces processing costs </li></ul><ul><li>Improves productivity and reduces application cycle times </li></ul><ul><li>Increases customer conversion rates </li></ul><ul><li>Improves consistency and compliance in processing of loan applications </li></ul><ul><li>Concentrates expertise, enabling credit “specialists” to respond to higher application volumes </li></ul><ul><li>Greater control and increased transparency of credit risk </li></ul>Loan submission and approval for a retail lending institution

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Applicant Loans Officer Loans Manager <ul><li>Automatic collection of credit scores </li></ul><ul><li>Machine writes results into internal form </li></ul><ul><li>Logs in </li></ul><ul><li>Submits personal loan application </li></ul><ul><li>Loan request >10K </li></ul><ul><li>Process Alert </li></ul><ul><li>Pre-pop Internal form </li></ul><ul><li>Define loan type & terms </li></ul><ul><li>Check size of loan </li></ul><10K >10K Pass Fail <ul><li>Manual verification of employment history </li></ul><ul><li>Human enters findings into internal form </li></ul>Pass Fail <ul><li>Reviews current loan sales activity </li></ul><ul><li>Process Alert </li></ul><ul><li>Review loan officer recommendations </li></ul><ul><li>Approves application </li></ul><ul><li>Signs form </li></ul><ul><li>Contract signing ceremony </li></ul><ul><li>Automatic email generation </li></ul><ul><li>Reviews past loan </li></ul><ul><li>sales activity </li></ul>Online Submission (1) Screen Application (2) Fast Track – Approve Recommendation Reject Rec. Approve Rec. (5) Reject Rec. Monthly Loan Activity (6) Loan Contract Approval Notification Loan History (8) Loan Approval (7) Employment Check (4) Credit Check (3) Loan submission and approval for a retail lending institution

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<ul><li>A plugin for Websphere Integration Developer v6.2 </li></ul><ul><li>Creates Lotus Forms from Process Server business objects </li></ul><ul><li>Key features include: </li></ul><ul><ul><li>Theme support – More visually appealing forms. Users can create own themes. </li></ul></ul><ul><ul><li>Will automatically add submit and navigation buttons </li></ul></ul><ul><ul><li>Multiple page support – Two business objects/page, each in a section </li></ul></ul><ul><ul><li>The business object’s schema is added to generated form. (Allows Lotus Forms designer to create better UI.) </li></ul></ul>Design Tooling – Form Creation Plugin

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<ul><li>A plugin for the Lotus Forms Eclipse Designer v3.5.1 </li></ul><ul><li>Uploads a given form to a BPA repository </li></ul><ul><ul><li>Repository hierarchy is browsable to make location selection simple </li></ul></ul><ul><li>Uploads associated meta-data to meta-data repository </li></ul><ul><ul><li>Associates form with task </li></ul></ul><ul><ul><li>Pre-population actions (REST) </li></ul></ul><ul><ul><li>Submission actions (REST) </li></ul></ul><ul><ul><li>Archive forms for process and/or each task </li></ul></ul><ul><li>Both form and meta-data can be updated independently </li></ul><ul><li>Multiple “profiles” can be set up for different repositories </li></ul>Design Tooling – Form Publishing Plugin

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<ul><li>A JSR 286 portlet for listing forms/process a user has access to </li></ul><ul><li>Provides both “Table” and “Detail” views </li></ul><ul><li>Form list is retrieved trough REST call (JSON) </li></ul><ul><li>Each list item can trigger a dynamic portal page or fire a portal event </li></ul><ul><ul><li>Item ID is passed in event </li></ul></ul><ul><li>List items can have arbitrary descriptive meta data passed (and displayed) on them </li></ul>BPA Forms List Portlet

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<ul><li>Integrates tasks and work items from different workflow system. </li></ul><ul><li>Customizable filters limit the data to be displayed and improve efficiency. </li></ul><ul><li>Different options for task launching: </li></ul><ul><ul><li>Portlet wiring - Task id is sent to one or more other portlets on the same or different portal page. </li></ul></ul><ul><ul><li>External URL - An external URL is launched to reuse an existing workflow user interface. </li></ul></ul><ul><ul><li>Task page - A new Portal pages which is specific to a selected task. </li></ul></ul>Universal Task List (UTL) <ul><li>Different levels of customization allow to conform to enterprise policies and corporate identity. </li></ul><ul><ul><li>Task Provider Instances </li></ul></ul><ul><ul><li>Visible columns </li></ul></ul><ul><ul><li>Filters </li></ul></ul><ul><ul><li>Filter menu </li></ul></ul><ul><ul><li>Drag’n drop capability </li></ul></ul><ul><ul><li>Task Handling </li></ul></ul><ul><ul><li>Advanced customization can be done in the Portlet Factory designer. </li></ul></ul>

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<ul><li>Portlet window can have fixed size or resize to fit form </li></ul><ul><li>Form to be displayed can be: </li></ul><ul><ul><li>Browsed from Turbo repository </li></ul></ul><ul><ul><li>Opened from configured URL </li></ul></ul><ul><ul><li>Provided as URL through Property Broker event </li></ul></ul><ul><li>Common event types are defined for all forms: </li></ul><ul><ul><li>Open – Opens a form from a URL </li></ul></ul><ul><ul><li>Submit – Submits form to a URL </li></ul></ul><ul><ul><li>On Open – Called when form is opened </li></ul></ul><ul><ul><li>On Submit – Called when form is submitted </li></ul></ul><ul><ul><li>On Close – Called when a form is closed </li></ul></ul><ul><li>A JSR 286 portlet for displaying Webform Server (zero footprint) forms </li></ul><ul><li>Unlike the Webform Server Portlet Framework, no code is required </li></ul>BPA Form View Portlet

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<ul><li>Events can be “filtered” by external programs: </li></ul><ul><ul><li>Filters are implemented as simple REST API calls </li></ul></ul><ul><ul><li>Can convert unknown payloads to expected formats. </li></ul></ul><ul><li>Set/On Change events are dynamically created for items “marked” in designer </li></ul><ul><ul><li>Events can be manually configured with custom trigger/payload combinations </li></ul></ul><ul><ul><li>Compound event payloads can be defined as: String, JSON, XML </li></ul></ul><ul><ul><li>Payload/trigger XPath statements can be manually entered or browsed in XML browser </li></ul></ul>BPA Form View Portlet

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<ul><li>Overview of the BPA </li></ul><ul><li>The Technology </li></ul><ul><li>Conclusion </li></ul>

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<ul><li>The Business Process Accelerator allows Lotus Forms and Portal to be used as the user interface to any business process </li></ul><ul><ul><li>Improve operational efficiency by integrating both functional and process-based applications accost organizational boundaries </li></ul></ul><ul><ul><li>Facilitate innovation, flexibility and continuous process improvement by facilitating ad-hoc workflow and workspace personalization </li></ul></ul><ul><ul><li>Reduce infrastructure TCO through an architecture of reusable assets </li></ul></ul>In Conclusion <ul><li>The Business Process Accelerator Framework can be extended to work with other repositories and process engines </li></ul><ul><ul><li>Stay tuned for future announcements. </li></ul></ul><ul><li>The Business Process Accelerator Framework provides a set of assets that allow forms to be used for a BPM human task with no coding </li></ul><ul><ul><li>Initially implemented with Websphere Process Server, but abstracted so implementation on any process engine are possible </li></ul></ul><ul><ul><li>Expertise in Portal, Forms and BPM (Process Server) are required </li></ul></ul><ul><ul><li>Available now on the Portal Solutions Catalog </li></ul></ul>

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Try Lotus Software on Amazon Web Services for FREE <ul><li>Attendees of Lotusphere 2010 are entitled to a free coupon which can be used to try one of the following Amazon Machine Images in the Cloud.* </li></ul>Questions? * Once coupon has been used up you will be charged accordingly <ul><li>Lotus Web Content Management Standard Edition </li></ul><ul><li>WebSphere Portal Server and Lotus Web Content Management Standard Edition </li></ul><ul><li>IBM Mashup Center </li></ul><ul><li>Lotus Forms Turbo </li></ul>http://lotusphere.awslab.com/

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<ul><li>For more information on Lotus Forms, Portal and the Business Process Accelerator, please go to the Lotus Forms WIKI: </li></ul><ul><li>http://www-10.lotus.com/ldd/lfwiki.nsf </li></ul><ul><ul><li>Sample Forms </li></ul></ul><ul><ul><li>Product Documentation </li></ul></ul><ul><ul><li>Best Practices </li></ul></ul><ul><ul><li>Try Lotus ® Forms Turbo ™ on-line (Greenhouse ™ ) </li></ul></ul><ul><ul><li>Try Lotus ® Forms Turbo ™ in the cloud </li></ul></ul>For your interest:

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Legal Disclaimer <ul><li>© IBM Corporation 2009. All Rights Reserved. </li></ul><ul><li>The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. </li></ul><ul><li>References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in this presentation 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. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results. </li></ul><ul><li>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. </li></ul><ul><li>All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer. </li></ul><ul><li>IBM, the IBM logo, Lotus, Lotus Notes, Notes, Domino, Quickr, Sametime, WebSphere, UC2, PartnerWorld and Lotusphere are trademarks of International Business Machines Corporation in the United States, other countries, or both. Unyte is a trademark of WebDialogs, Inc., in the United States, other countries, or both. </li></ul><ul><li>Other company, product, or service names may be trademarks or service marks of others. </li></ul><ul><li>All references to ZetaBank refer to a fictitious company and are used for illustration purposes only. </li></ul>

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BPA Design Time Topology

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BPA Run Time Topology

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BPA Runtime – Selecting a form task from the UTL