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Social Business Reference Architecture

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This presentation reviews IBM's Social Capability reference architecture. It is a guide to understand the comprehensive nature of a social platform for conducting social business.
It focuses on the technology enablers to which customers should compare their IT strategy AND it allows the organization understand how to apply that technology for business benefit. Social Business capabilities are what business does, such as communicate, collaborate, share knowledge and insights, and leverage expertise.
Social software enables business success by providing people-centric:
-social networking and collaboration
-content and document management
-integrated digital (social, web, and mobile) experiences
-social analytics and reporting

Published in: Social Media
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Social Business Reference Architecture

  1. 1. © 2014 IBM Corporation Social Business Architecture
  2. 2. IBM Social Capability • Entry Points to Social – Social Use Cases – Social Patterns • IBM Social Business Reference Architecture – Architectural Overviews – Social Products and Solutions • Social Capabilities – Social Use Case Model • Architectural Decisions – Key Decisions – Integration Patterns – Non-Functional Requirements © 2014 IBM Corporation
  3. 3. Relationships Fuel Social Business © 2014 IBM Corporation Network Organization Customers Partners
  4. 4. Social Requires a Use Case Centric Approach Capabilities © 2014 IBM Corporation Social Use Cases Social Use Cases Open Communications Social Collaboration Knowledge & Insights Leveraging Expertise
  5. 5. Entry Points for Social © 2014 IBM Corporation
  6. 6. Patterns: From Process to Value Pattern Stakeholders Pain Points Value Props & ROI Customer Engagement Marketing CMO, Digital Channel, © 2014 IBM Corporation VP Sales • Managing brand across channels • Difficulty engaging advocates • Responding rapidly to marketplace shifts ↑ Brand awareness ↑ Effectiveness of Marketing ↑ Brand trust Sales VP Sales, VP Service, Contact Center, CHRO, CPO • Inconsistent sales performance • Responding quickly to complex sales • Creating B2B customers digital channel ↑ Sales / Revenue ↑ Products per customer ↑ Market share Customer Service VP Service, Contact Center, VP Sales, CHRO • 66% of WW consumers left from poor service • High cost of call center transactions ↑ Customer Sat ↑ Revenue (social CS = +20-40%) ↑ Efficiency (social CS = +7.9%) Recruiting & Onboarding CHRO, COO, LOB, CPO • Accelerating time to productivity • Attracting talent that match skill & culture ↑ Speed to value ↑ Employee engagement & revenue ↑ Retention Innovation R&D, Product Dev, CMO • Less innovative than competition • Losing share • Limited product pipeline ↑ New products ↑ Speed to market ↑ % Revenue from new products Supply Chain EVP Manufacturing, CPO, Supply Chain Officer • Unreliable demand forecasts • Matching supply & demand • Geographic, time, & language barriers ↑ Demand forecasting ↑ Reaction for supply disruptions ↑ Capacity planning Workplace & Public Safety COO, EVP Operations, Safety Exec • Incidents impacting morale and brand • Slow emergency response • Citizen safety ↓ Incidents ↑ Workers comp savings ↑ Saving lives Mergers & Acquisitions COO, Integration Exec • Over 50% of M&A fail to achieve plans • Overcoming two cultures • Losing focus on market ↑ M&A success rate (>50% fail) ↑ Retention of talent ↑ Revenue Expertise & Knowledge LOB & Functional Execs • Higher cost of not knowing “experts” • Customers disengage from slow response ↑ Speed ↑ Efficiency
  7. 7. Purpose of Reference Architecture © 2014 IBM Corporation • Evaluate completeness of social solution – Drive architectural decisions – Understand product alignment and gaps – Define integration with customer’s existing ecosystem – Spans all industries and solution areas • Drives additional Architectural Artifacts – Scope identification – Roadmap definition – Risk assessment – Gap assessment • Define IBM reference architecture – Major components – Key enablers – Key Integration points – Deployment options – Foundational services • Define solutions using “heatmap” based on reference architecture – IBM solutions in the market – Customer specific solutions – Industry and business solution patterns – Common language and visualization
  8. 8. Social Enablers Drive Solutions Social Platform Enablers Social Platform Enablers © 2014 IBM Corporation
  9. 9. The Value of a Social Business Platform Integrated Platform Take advantage of a broad range of industry leading social tools Connected to Business People-centric business capabilities Socially enable business process Social as the business process Access Anywhere Access Access your social data from a variety of touchpoints (e.g. applications, desktops, mobile, etc) Foundational Services © 2014 IBM Corporation IBM Platform for Social Business Social Networking Social Analytics Social Content Social User Experience Deployment Options
  10. 10. IBM Integrated Capabilities IBM Cloud © 2014 IBM Corporation IBM Big Data Commerce and EMM IBM Mobile Access IBM Platform for Social Business Social Networking Social Analytics Social Content Social User Experience Deployment Options Foundational Services
  11. 11. Social Business Technology Enablers • 1st Layer Social Components – Social Networking – Social Content – Social Analytics – Social User Experience • 2nd Layer – Major categories of enablers • 3rd Layer – Core enablers – Foundational – Aides in capability alignment & adoption © 2014 IBM Corporation 11 Enablers - Core Features/Building Blocks People Centric Association Profiles Following Networks Recommending/ Liking Messaging Rating Commenting Bookmarks @mentions Tagging Pinning (saving) Social Content/ Publishing Blogs Real-Time Collaboration Wikis Instant Messaging Files Group Chat Document co-editing Live Chat Rich Media Voice (1-1, 1-several) Web Content Audio Conference Updates Video Calling Surveys/Polls Screen Sharing Libraries Web Conference (e-meeting) Sharing Social Analytics Social Cooperation Social Listening & Monitoring Communities Social Sentiment Analysis Activities Social Relationship (Network) Analytics Forums Predictive Analytics Social Q/A Social Content Analytics Ideation Digital Experience/ Platform Discovery Web Sites (intranet, externet, internet) Tagclouds Web Apps Search Mobile Apps Streams/Feeds Analytic Association
  12. 12. Access Integration Web Mobile Client Social Networking Social Analytics Social Content Social User Experience Multi-tenet Cloud Private Cloud On-Prem Hybrid © 2014 IBM Corporation IBM Platform for Social Business Deployment Options Foundational Services Security Access SSO Business Controls DR HA Admin Monitoring Directory & Identity Mgt People Data Integrator Content Integrator IBM Social Capability Reference Architecture Enterprise Applications Analytic Engines ECM Web Frameworks BPM Search Social Media Collaboration Frameworks People-Centric Networking Social Cooperation Real-time Collaboration and Association Communications Social Relationship Analytics Predictive Analytics Social Content Analytics Sentiment Analysis Social Documents Surveys & Forms Web Content Document co-Editing Intranet Externet Internet Apps
  13. 13. Web Mobile Client Multi-tenet Cloud Private Cloud On-Prem Hybrid © 2014 IBM Corporation Access Integration IBM Platform for Social Business Deployment Options Foundational Services Security Access SSO Business Controls DR HA Admin Monitoring Directory & Identity Mgt People Data Integrator Content Integrator IBM Social Capability Reference Architecture Enterprise Applications Analytic Engines ECM Web Frameworks BPM Search Social Media Collaboration Frameworks People-Centric Networking Social Cooperation Real-time Collaboration and Association Communications Social Relationship Analytics Predictive Analytics Social Content Analytics Sentiment Analysis Social Documents Surveys & Forms Web Content Document co-Editing Intranet Externet Internet Apps
  14. 14. IBM Social Business Reference Architecture Social Networking • People-centric, relationship driven • Openness • Transparent work and open decision making • Connected and discoverable • Business driven • Adaptable © 2014 IBM Corporation Social Networking People-Centric Networking Social Cooperation Real-time Collaboration and Association Communications
  15. 15. IBM Social Business Reference Architecture Social Analytics • Infused into social platform – Recommended content and people – Social search • Leverage social data to under hidden relationships • Make determinations on what people think and might do – Leverage IBM solutions • Integrated solutions – Social Intelligence Toolkit – Sales Connect – SAND – Atlas/SmallBlue – Expertise Locator Social Analytics © 2014 IBM Corporation Social Relationship Analytics Predictive Analytics Social Content Analytics Sentiment Analysis
  16. 16. IBM Social Business Reference Architecture Social Content • User Contributed Content and Documents – Sharing – Storing – Distributing • Co-creation – Collaborative document and content creation and management • Developing content to web, mobile, and social channels – WCM – Exceptional Digital Experiences – Social Media Publishing • Engaging – Surveys, polls, and other forms Social Content © 2014 IBM Corporation Social Documents Surveys & Forms Web Content Document co-Editing
  17. 17. IBM Social Business Reference Architecture Social User Experience • Role-based, relationship driven social, web, and mobile experiences • Integration of: – Applications – People – Data – Processes • Dynamic, adaptable, and personal • Engaging – Customers – Employees – Partners © 2014 IBM Corporation Social User Experience Intranet Externet Internet Apps
  18. 18. Architectural Overview from Reference Architecture • Reference Architecture Template • Example Architectural Overview– Innovation • Example Product View – IBM Software © 2014 IBM Corporation
  19. 19. Access Integration Web Mobile Client Social Networking Social Analytics Social Content Social User Experience Multi-tenet Cloud Private Cloud On-Prem Hybrid © 2014 IBM Corporation IBM Platform for Social Business Deployment Options Foundational Services Security Access SSO Business Controls DR HA Admin Monitoring Directory & Identity Mgt People Data Integrator Content Integrator Architectural Overview - Template Enterprise Applications Analytic Engines ECM Web Frameworks BPM Search Social Media Collaboration Frameworks
  20. 20. Architectural Overview – Innovation Pattern Access Integration Web Mobile Client Social Networking Social Analytics Social Content Social User Experience Multi-tenet Cloud Private Cloud On-Prem Hybrid © 2014 IBM Corporation IBM Platform for Social Business Deployment Options Foundational Services Security Access SSO Business Controls DR HA Admin Monitoring Directory & Identity Mgt People Data Integrator Enterprise Applications Analytic Engines ECM Web Frameworks BPM Search Social Media Collaboration Frameworks Content Integrator
  21. 21. Access Integration Web Mobile Client Social Networking Social Analytics Social Content Social User Experience IBM Smartcloud Private Cloud On-Prem Hybrid © 2014 IBM Corporation IBM Platform for Social Business Deployment Options Foundational Services Security Access SSO Business Controls DR HA Admin Monitoring Directory & Identity Mgt People Data Integrator Content Integrator Sample IBM Social Architecture Product View Enterprise Applications Analytic Engines ECM Web Frameworks BPM Search Social Media Collaboration Frameworks IBM Connections IBM Sametime IBM Notes & Domino IBM Connections SANDS Atlas IBM Connections Content Manager IBM Forms IBM WCM IBM Docs WebSphere Portal OpenSocial Portlet Standards IBM Social Apps
  22. 22. Social Use Case Model © 2014 IBM Corporation
  23. 23. Social Business Use Cases Merger & Acquisition Recruiting & Safety Onboarding © 2014 IBM Corporation External Customer Insights
  24. 24. Social Business Use Cases © 2014 IBM Corporation
  25. 25. Social Use Case Model Local Government Example Libraries Roles 1 2 3 4 5 6 Literacy Core Team © 2014 IBM Corporation Literacy Champions in Library Branches Internal Stakeholders External Literacy Consultant Literacy Trainers Citizen Success Criteria Subject Actors Object Actors Interaction Capability Relationship/Activity Initiative Goals Enterprise Impact Literacy Core Team [With each other/self] Organize training work activities Manage Cooperative Work Improve execution of training program Create awareness amongst Library staff of literacy issues and how best to address these issues. Increase County Literacy among children and adults Develop content Manage Cooperative Work Manage physical literacy materials ordering process Manage Individual Work Manage the physical stock and resources to aid in Literacy Campaign [With Consultant] Develop Content Manage Cooperative Work Coordinate training Manage Cooperative Work Review physical literacy material purchasing Manage Individual Work Manage the physical stock and resources to aid in Literacy Campaign [With Champions] Provide training materials Publish into networks Communicate training schedule Publish into networks Post guides, lists, etc Publish into networks Respond to questions, issues, ideas Engaging conversations Communicate literacy events to Champions Publish into networks and Library Staff Coordinate physical literacy materials Manage Individual Work Manage the physical stock and resources to aid in Literacy Campaign
  26. 26. Components of Social Use Cases • Relationship – Subject Actors and what they are doing with/for the Object Actors. • Interaction – What drives the social relationship, and fills the need. • Capability – Social business capability that distills need in an consistent way to align IT enablers Initiative Roles 1 2 3 4 5 6 © 2014 IBM Corporation role role role role role role Success Criteria Subject Actors Object Actors Interaction Capability Relationship/Activity Initiative Goals Enterprise Impact Role [with role] what is the buisness doing
  27. 27. Social Capabilities Drive Human Interactions © 2014 IBM Corporation
  28. 28. LLeevveeraragginingg E Exxppeertritsisee KKnnoowwleleddggee S Shhaarirningg SSoocciaial lC Coollallabbooraratitoionn OOppeenn C Coommmmuunnicicaatitoionn © 2014 IBM Corporation SSoocciaial lB Buussinineessss E Ennaabblelersrs Social Business Capabilities & Enablers Manage individual work Find information Discover insights Share knowledge Progress ideas Engage in conversations Publish into networks Listen Build social recognition Establish expertise Find expertise Engage experts Leverage expertise Learn Work with your network Manage collaborative work People-Centric •Profiles •Networks •Messaging •Commenting •@ mentions Social Content •Blogs •Wikis •Files •Bookmarks •Updates •Sharing •Libraries •Rich Media Social Cooperation •Communities •Activities •Forums •Social Q&A •Ideation •Surveys / Polls •Gamification •Document co-editing Association •Following •Recommendations •Liking •Tagging •Search •Streams •Social analytics Web Experiences •Websites •Social media •Web apps •Web content Real-Time •Instant message •Voice •Video calling •Screen sharing •Discussion •Web conference •Group chats
  29. 29. Business Capabilities for Social Business © 2014 IBM Corporation 29 Capability Grouping Capabilities Brief Definition Leveraging Expertise Build social recognition The ability to establish your social presence via building connections and other social interactions (that could include the direct contributions of knowledge or expertise) that extend the visibility of your expertise, influence, and reputation. Establish expertise The ability for an individual to understand if someone is an expert and how they are an expert. Includes the ability to reinforce or confirm expertise. Find expertise The ability to explicitly search for and discover expertise where ever it exists; in a individual expert or a network of experts collectively. Engage experts The ability to directly contact an expert; typically involves a request or dialog and may lead to extended cooperative work. Leverage expertise The ability to passively use the knowledge and contributions of experts; the user accesses and consumes the products of established expertise but does not directly consume the time and attention of the expert. Knowledge Sharing Find information The ability to search for specific answers to a question, or seek information, content, or insights to make decisions, do work, or take some action Share knowledge The ability to store knowledge assets, information, and ideas and share with others with the intent of reuse and collaboration. Progress Ideas The ability to solicit, engage, and develop ideas. Learn The ability to leverage captured knowledge of others (both formal and informal), passively or actively, to learn and develop skills or ideas. Discover Insights The ability for individuals to discover information, interactions, and updates from across various networks so that they may develop insights to engage, make decisions, or take action. Social Cooperation (Collaboration) Manage Individual Work The ability for an individual to organize all things they create or use when doing work (assigned or ad hoc). Work with your network Ability to connect and engage with others in an ad-hoc manner to gain help in doing work. Manage Cooperative Work Ability to for a team or group of individuals to collaboratively manage formal and ad-hoc work. Open Communication Publish into networks The ability to outwardly communicate informational messages or content to a targeted audience, leveraging open networks and social channels. Engage in conversations The ability to interact in beneficial 2-way engagement with others, such as a dialog, discussion, or request and response. Listen The ability to target and monitor specific social conversations, interactions, individuals, topics, or streams to gain insight about what others are thinking.
  30. 30. Social Architectural Decisions Aligning Enablers to Capabilities • Align 3rd Layer enablers in well established, patternistic ways to Social Capabilities • Guidance as foundation to Use Case decisions • Enablers aligned with business need: – Define Solution – Drive Adoption © 2014 IBM Corporation 1H13v2 Social Communication Organizational awareness Publishing into networks Engaged conversations Listening People Centric Profiles Networks Expertise Location Messaging Commenting @mentions Social Content Blogs Wikis Files Bookmarks Updates Sharing Rich Media Libraries Social Cooperation Communities Activities Forums Social Q/A Ideation Surveys/Polls Gamification Document Co-Editing Association Following Recommendation/Rating Social Analytics tagging/tagclouds Search Streams Liking Web Experiences Web Sites Social Media Web Apps Web Content Real-time Instant Msg Voice Video Calling Screen Sharing Discussion Web conference Meeting rooms
  31. 31. Access Integration Web Mobile Client Social Networking Social Analytics Social Content Social User Experience Multi-tenet Cloud Private Cloud On-Prem Hybrid © 2014 IBM Corporation IBM Platform for Social Business Deployment Options Foundational Services Security Access SSO Business Controls DR HA Admin Monitoring Directory & Identity Mgt People Data Integrator Enterprise Applications Analytic Engines ECM Web Frameworks BPM Search Social Media Collaboration Frameworks Content Integrator Social Patterns for Innovation Architectural Overview showing 2nd Layer and 1st Layer Enablers
  32. 32. Access Integration Web Mobile Client Social Networking Social Analytics Social Content Social User Experience IBM Smartcloud Private Cloud On-Prem Hybrid © 2014 IBM Corporation IBM Platform for Social Business Deployment Options Foundational Services Security Access SSO Business Controls DR HA Admin Monitoring Directory & Identity Mgt People Data Integrator Content Integrator Social Patterns for Innovation Product Recommendations Enterprise Applications Analytic Engines ECM Web Frameworks BPM Search Social Media Collaboration Frameworks IBM Connections IBM Content Analytics IBM Social Media Analytics IBM Connections Content Manager IBM Forms IBM WCM IBM Docs WebSphere Portal OpenSocial Portlet Standards IBM Social Apps
  33. 33. Connections Collaboration Suite © 2014 IBM Corporation
  34. 34. Architectural Decisions © 2014 IBM Corporation
  35. 35. Access Integration Web Mobile Client Social Networking Social Analytics Social Content Social User Experience Multi-tenet Cloud Private Cloud On-Prem Hybrid © 2014 IBM Corporation IBM Platform for Social Business Deployment Options Foundational Services Security Access SSO Business Controls DR HA Admin Monitoring Directory & Identity Mgt People Data Integrator Content Integrator Social Architectural Decisions Enterprise Applications Analytic Engines ECM Web Frameworks BPM Search Social Media Collaboration Frameworks Architectural Decision Architectural Decision Architectural Decision Architectural Decision Architectural Decision Architectural Decision Architectural Decision Architectural Decision Architectural Decision Architectural Decision Architectural Decision Architectural Decision Architectural Decision Architectural Decision Architectural Decision Architectural Decision AArcrhcihteitcetcutruarla Dl Deceicsiisoinosns AArcrhcihteitcetcutruarla Dl Deceicsiisoinosns NNono-nF-Funucntciotinoanla Rl Reqeuqiureirmemenetnsts
  36. 36. Social Architectural Access Decisions • Client Plugins – Office and Outlook – Notes – OpenOffice – Sametime – Windows • Mobile Access – Native Apps – Contextual Apps • Expertise Locator – Custom Experiences © 2014 IBM Corporation
  37. 37. Social Architectural Component Decisions Business Initiative Social use Cases Capabilities © 2014 IBM Corporation Social Solution Social Components Social Enablers
  38. 38. Social Architectural Extensible Component Decisions • Downloadable Plugins – Eg. Connections File Viewer • Deployable Add-ons – Social Apps • Eg. ISSC Social Q/A – Connections Mail (web mail integration) – Sametime Web Meetings – Sametime Presence and IM – Cognos Reporting © 2014 IBM Corporation
  39. 39. Social Architectural Deployment Decisions • Cloud Models – Take into consideration integration requirements (eg. SSO) – Staffing and ability to maintain – SmartCloud where social features change a lot © 2014 IBM Corporation
  40. 40. Social Architectural Infrastructure (NFR) Decisions • Business Controls – Compliance (eg. Actiance) – Reporting – Archival, retention, legal discovery, etc • Data Layer – Underlying Database – Profiles sources – Objects on Disk (SAN) • Files, attachments, etc • Search Indexes • IBM Connections JVM Layout – It is possible to run multiple Application Servers (JVMs) on the same machine. Each JVM has its own memory allocation and configuration parameters. However, there is an overhead and administrative burden associated with managing multiple JVMs. (1) Implement a single shared JVM to contain all of the required Connections applications . (2) Implement separate JVMs for each of the Connections features (currently 14 in Connections 4.5). (3) Implement multiple JVMs (lower than the total number of the Connections features) and distribute © 2014 IBM Corporation •
  41. 41. Social Architectural Integration Decisions © 2014 IBM Corporation Integration Enterprise Applications Analytic Engines ECM Web Frameworks BPM Search Social Media Collaboration Frameworks
  42. 42. Social Solution Guidance © 2014 IBM Corporation
  43. 43. Social Solution Guidance Non-Functional Requirements (NFR) © 2014 IBM Corporation
  44. 44. Social Solution Guidance Security • Authentication • Authorization and Access Control • SSO – Web – Windows – Oauth • User Provisioning • User Profile Population – TDI – LDAP and other sources • SSL © 2014 IBM Corporation
  45. 45. Social Solution Guidance Integration Patterns • IBM Connections – ActivityStreams – Social Business Toolkit – Widgets – Web UI/Theme – Feeds (ATOM) – REST – Profiles (TDI) © 2014 IBM Corporation • WebSphere Portal – Portlets – Web UI/Theme Integration – WebSphere/J2EE – Search – Personalization Rules – Web Content
  46. 46. Social Solution Guidance Entry Points to Social Entry Point Solution Highlights Considerations Collaboration Full collaboration, social networking, © 2014 IBM Corporation document management, instant communications, and mail services. Strong competition with Microsoft may require a surround and integration strategy Customer Engagement Created exceptional digital experiences for customer value and commerce Align with marketing and commerce needs. Provide customer support and relationship building. Social Intranet Web and Mobile experiences of a comprehensive intranet service Leverages enterprise integration services (eg WebSphere Portal), web content services, and social networking/collaboration B2B Collaboration Share content and collaborate with external parties On-premises and cloud models Process Integration Take action on human events within business processes ActivitySteams and OpenSocial (with CastIron, etc) expose business process awareness in social channels Social Mail Evolution of email to be people centric and be a complete part of the social collaboration, social intranet Domino or Exchange with modern front in experiences Integrated Social Solutions Social intelligence toolkit JAZZ Cognos Collaboration Integrated with known platforms Social Processes Expertise Locator as a unique (mobile) tool Innovative and adaptable tools
  47. 47. Social Solution Guidance Social as the Business Process • Social File Sharing – Connections Files with ECM – Mobile and Client Integration – Collaborative Editing (IBM Docs) • Expertise Location – Mobile app – Analytics – Social Content (Connections Profiles) • Social Q/A – ISSC Social App – Analytics and Connections Content • Social Profiles – Aggregated People data with TDI © 2014 IBM Corporation
  48. 48. Reference Material 48 © 22001134 IIBBMM CCoorrppoorraattiioonn
  49. 49. Some Definitions • Business Initiatives are what the business/organization strategically wants to focus on • Social Business Patterns and Use Cases can be applied to different customers and industries given similar business needs – Higher Level Use Cases are broadly applicable across different organizations – lower level Use Cases include details about actors/personas, interactions, relationships, and specific enabler usage. – Can either be composed of multiple business capabilities or be a unique case of a specific business capability • Business capabilities are those things the business needs to be able to do – They must be clear to an end-user as something they can and would do -- clearly achieve something of value – The social business capabilities are a set of defined business capabilities that are enabled by one or more social business enablers • Enablers are the technology building blocks used to build or enable the capabilities – Software packages, integrated solutions, specific components or product features – Enablers come from various software components in IBM’s Social Business Platform architecture Each of the above can be at various levels of focus. The business architecture for Social Business was defined to provide a framework within which to discuss and explore the use of social business enablers within a business or business area. Also to enable us to link the products or services supporting the enablers to the business need. © 2014 49 IBM Corporation
  50. 50. Guidelines for Representation of Social Business Enablers in this Reference Architecture • Diagram reflects core components and core enablers (functions) that are marketed as IBM's Social Business Platform – As such this diagram is not intended to be a industry-agnostic representation but attempts to represent in non-product terms the IBM solution • Decomposition contains references (not products) to core enablers of the Platform – There are currently 7 Enabler Groups. Those appear in the architecture. – Some specific Enablers appear because they have architectural significance. For example, Document Co-editing is a unique service and represents (from IBM) a software/server/service component – ie. IBM Docs is a part of the Platform as marketed to our customers, but is an add-on that is directly integrated and supported by IBM. • Additional “optional” components are reflected as Social Apps – ISSC Social apps are a type of add-on that is provided outside of the products and supported outside of the regular IBM support of entitled software. – Third-Party apps are also considered Social Apps. – Anything in the ISC “greenhouse” Catalog © 2014 IBM Corporation
  51. 51. Architectural Decision: Enterprise Search Domains Global (ICA) Sources: Web, Content, Social, RDBMS, Email, File systems, CRM, Feeds Text Analytics: Thesauri, Clustering, Ontology Support, Semantic Processing, Entity Extraction, Relevancy Search Engine: Indexing, Converting, Crawling Meta-Data : Faceting, BI, Tagging, Taxonomy, Collaboration Native Component Search Connections (Social Business), People, Filenet, Sharepoint Were does Vivisimo fit in ? No response from lab IBM Content Analytics with Enterprise Search Native Component Search better search solution across multiple repositories, Can be used in addition to or instead of the native search engines (Portal, Connections, FileNet, etc) or in addition to those native search engines. Virtually unlimited in numbers of documents Ability to see external repositories Can be federated into Portal Ability to be single global search engine Content Analytics capability adds ability to create rules around context of content Broader search capabilities – more fine grain Discover what you don’t know Learn trends and patterns in your documents March 26, 2012 © 2014 IBM Corporation WebSphere Portal contains its own built in search capability. Limited to 500,000 documents Only used within Portal No ability to see external content repositories (such as IBM FileNet) No federation capability with external search engine Connections Search Provides social search, recommendations Searches Connections content only Filenet (ECM) More integrated with respect to security – only see documents you have access to Vivisimo TBD Options: ICAES only Using ICA to replace native search interfaces within products, including Connections, is not ideal. Native Component product searches provide specific capabilities for power users and specific use cases and modifying product applications is costly. ICA with Native Component Search Most customer will use ICA for Enterprise Search but will also maintain product specific search capabilities for power users of that individual product. Individual vendor/product searches will have a place in any standards discussion. Best approach is to (a) define the search entry points to provide to the users, then (b) determine what search service best supports the search entry points Search Federation Federating from multiple sources into ICA is not ideal as it is difficult to compare relevancy across the search engines. There are solutions to this such as selecting result "slots" for inserting other search engine results but can require hard coding.
  52. 52. Architecture Decision: Mobile access to internal web portal Domain: Mobile access to internal web portal. Allows access from an internet-ready smart device that is HTML and JavaScript enabled. This can be viewed on iOS, Android, and Blackberry device. The decision of which approach to take is dependent upon the type of experience the client would like the mobile user to experience.. IBM Worklight & Portal Dedicated IBM Connections Application Use when device choice is limited to android, iOS, RIM and Windows Mobile Where you need aggregation of multiple apps/content May still be subject to issues around high latency and low bandwidth connectivity Responsive design, where depending on the device only as much is displayed at once as the device can handle, not a full desktop experience that usually won't fit on a device Use in Websphere portal for  Composition/federation/aggregation of multiple applications and content sources into one solution  Reformats the desktop browser page to display properly for the given device  Rich content, media or functional selection may be masked depending on device capabilities  Use when a wide array of android, iOS, RIM, Windows Mobile, Symbian and WAP-Browser devices all need to have the same experience © 2014 IBM Corporation Excellent if the functional target is just the Connections Environment Deployment will be limited to devices supported by the Connections Application (iOS, Android, Windows Mobile, RIM) Purpose built application for social business and connections Navigator ECMs mobile application & framework based on DOJO Purpose built application for filenet Use the Navigator Mobile app for Enterprise content management Options: IBM has several different ways for access to a Social Business and Collaboration environment from a mobile device - IBM Worklight & IBM Portal - Dedicated IBM Connections Application (an IBM product) - Navigator, ECMs mobile application and framework based on DOJO NOTE: These products are complementary
  53. 53. © 2014 IBM Corporation Mobile Architecture Decisions Connections Mobile device access http://www-01.ibm.com/software/lotus/products/connections/socialeverywhere.html IBM Connections allows mobile users access to their corporate Connections data on-the-go via a micro-browser or a mobile application (device dependent). With a minimal number of taps, users can access their social software information – such as: Updates, Profiles, Communities (including the Media Gallery and Ideation Blogs) Files, Wikis, Activities, Forums, Blogs and Bookmarks - directly from their mobile device. Supported devices include: Apple iOS 4.0 and above, Android 2.2 and above, Blackberry OS6 and above, Nokia (micro-browser only), and RIM Playbook (micro-browser only). The IBM Connections mobile applications are available directly from the device vendor's digital distribution platform (app store).
  54. 54. © 2014 IBM Corporation Architecture Decision: Content Management What to use when –Always use Connections Files for Personal File Sharing (outside communities) – this provides ad hoc person-to-person social file sharing which can replace sending attachments in e-mails and is a communication pattern not supported by FileNet –For basic file sharing in the context of communities with sharing, liking, versions, comments, ... Connections Files suffices –For document management in the context of Communities additionally providing approvals, nested folders and file/folder level access control, Connections Content Manager that includes the FileNet content engine is required –For content management outside of communities use FileNet content engine with Content Navigator user interface –FileNet may require an additional product deployment and lacks a few capabilities of Files - it should be used if needed, but if its capabilities aren't needed then it shouldn't automatically be used if not already deployed at a customer Connections - Files Filenet Content Manager File access control limited to that used in Connections Uses the ACL from Connections Community based on the existing Connections roles (Reader, Owner, Contributor). Every member of community has read access Files gives access control info to the search engine (Connections Search or ICA or Portal Search or Autonomy) and the search engine respects access control as set in Connections Files or other Connections services. Draft handling and Approval routing Extended metadata taxonomy and document types Nested Folders Check in/out, although the "Lock file" in Files is identical in concept Allows peer-to-peer file sharing without the overhead of building a community/repository to send large files, b) social (likes, comments, share, downloads, tags, etc), lock/unlock, version tracking FileNet comes with its own access and control mechanism Built in version control Ability to shield identity and specific file attributes from SEARCH function Ability to segment a document repository to specific access for given users IBM Connections has a direct integration to IBM FileNet Content Manager as an underlying repository for Community Library services Domain: Which content repository should be used to store documents for IBM Connections Options: Connections - Files Filenet Content Manager Quickr customers are entitled to IBM Connections + Connections Content Manager, and have the option to leverage IBM Connections and integrated IBM Connections Content Manager libraries in Connections Communities going forward.
  55. 55. Domain: What type of analytics of the Social Business site is required? IBM has several different type of analytics that can be applied to the Social Business Collaboration solution. This decision is on the type to be applied which drives selection of the products to be implemented. © 2014 IBM Corporation Architecture Decision: Social Media Analytics Options – Connections: Use and Profiling Analytics which addresses questions like – Coremetrics: – ICAES • Analytics of User Posted content in wikis, blogs and forums, can be analyzed using Semantic Search and Analytics. IBM Connections – Profiling Analytics, trends and recommendation Coremetrics Navigation analytics Who is logging in? How long do they use the system? How fast are Communities growing A link to the IBM Internal Connections Metrics can be found in the w3 Connections Community at: https://w3- connections.ibm.com/wikis/home? lang=en#/wiki/W775f1e9e243b_4514_8a41_d4f985d45b48/page/Metrics Connections now has some additional analytics in the form of identifying trends and recommendations, experience Navigation Analytics addresses questions like: How are users navigating our Social site? How do they move between pages? What links on pages seem to be used most often? Network Analytics is an IBM Research Asset and can be delivered to the client as part of a services engagement ICAES Who talks to whom in the context of a topic? Which SMEs are contacted or cited most often on a given topic? Is there a geographic or language dependency in our collaboration? A link to the SAND asset can be found at: http://sand.haifa.ibm.com/sandvis/# Analytics of user posted content in wikis, blogs and forums, can be analyzed using Semantic Search and Analytics https://insights.almaden.ibm.com/lce/home (delivered to McKinsey via Research)
  56. 56. Connections Activity Stream - Best regards, Architecture Decision: Integration of Information Repositories Domain: Access existing business specific documents that may be stored in Documentum, DB2, Filenet, Oracle, Sharepoint, SQLSvr with key word and semantic search. Access and search product information master Options: Document Widgets & Portlets Activity Streams Portal Web Application Bridge Web Content Management (WCM) Document Widgets & Portlets Activity Streams Use or build pre-canned web user interfaces in Portal and Connections - Purpose built interfaces which deliver tailored user experiences - Check the IBM Business Solutions Catalog for pre-built widgets and portlets © 2014 IBM Corporation Drive notifications, what's new and what's most important from various applications into a central, stream based user experience for your users - Take action and collaborate right from the stream: approving, rejecting, commenting on business processes and content from OpenSocial embedded applications - Deliver notifications to email, mobile devices or a web experience to find the most appropriate channel for the user - Can be global, showing all events happening across your organization, scoped to a person or scoped to a topic with a tag or community -Deliver in Connections, Portal or a custom UI Activity stream is also available out of the box in IBM Notes 9 and via Outlook via the new plugin (note: not fully OpenSocial enabled) Portal Web Application Bridge Web Content Management (WCM) Bring an existing application into your Portal user experience -Reuse existing web UIs in the context of your Portal's navigation, styling and theme -WCI and WCM's CMIS integrations Drive a consistent web presentation through HTML/JS templates - Include list of content from other sources via Atom feeds, presenting your content with WCM templates - Out of the box templates are provided for IBM Connections and additional templates available on the Content Template Catalog
  57. 57. Analyze all data wherever it resides Gain a complete view of the business by combining all data sources IBM Cognos BI Analytic Server IBM Social Media Analytics BIG DATA PLATFORM Stream Computing Hadoop System © 2014 IBM Corporation IBM Business Analytics Business Intelligence Predictive Analytics Solutions… Catalyst Modeler* Hadoop and Analytic Data Stores Other Data Sources RTM* Insight *Data in Motion support * Data Warehouse Information Integration and Governance IBM SPSS
  58. 58. IBM SPSS Analytic Server Enables analysis, modeling and scoring over high volumes of varied data  Federation of heterogeneous data sources to use legacy and external data in model building and scoring  Transformations, sampling and write-back of output to big data systems  Full support of unstructured (text) mining and running R algorithms IBM SPSS Modeler © 2014 IBM Corporation Big Data Request Stream File Modeler User Interface Modeler Server IBM SPSS Analytic Server Hadoop Job Analytics IBM InfoSphere BigInsights & Other Hadoop Distributions IBM SPSS Analytic Catalyst Analytic Catalyst User Interface Analytic Catalyst on Tablet
  59. 59. IBM Cognos Business Intelligence v10.2.1 Performance gains Faster query Faster end-to-end In-memory caching Dynamic cubes SQL pushdown Integration and proven high performance on DB2 with BLU Acceleration 1188XX faster cube load © 2014 IBM Corporation 1100XX faster DB query 43% faster performance in a typical BI day 1100xx more data in Active Reports 33xx faster mobile report retrieval and execution 55xx faster Active Report execution 22xx faster Dynamic Cube performance 66xx faster burst execution Dynamic Query Compatible Query Dynamic Cubes Fast on fast
  60. 60. Accelerate business value with solutions Products Research © 2014 IBM Corporation Customer next best action Asset predictive asset optimization Fraud anti-fraud, waste, and abuse Analytic Skills Marketplace Experience Social Big Data Use Social Media Analytics Cases
  61. 61. IBM Social Media Analytics Easily understand what’s being said about your products and services  Assess the impact of your social investments  Identify behavior in the Social World  Segment your constituencies  Uncover insights by examining relationships  Discover topics to anticipate new opportunities or risks  Segment and target audiences across geography, demographics, influencers, and behavioral characteristics  Gain understanding into the response to messages and actions © 2014 IBM Corporation Deploy on premise or SaaS
  62. 62. IBM Social Media Analytics provides rich information for actionable insights © 2014 IBM Corporation Demographics Affinity Evolving Topics Influencer Scoring and Sentiment IIBBMM SSoocciiaall MMeeddiiaa AAnnaallyyttiiccss Behavioural Analytics Geographics
  63. 63. IBM addresses the challenges Big Data creates for analytics initiatives Anticipate to see, predict, and shape business outcomes Challenges  Finding relevant signals in the noise  Incorporating big data into overall analytics program  Delivering fast performance wherever the data resides  Demonstrating value quickly to grow business adoption © 2014 IBM Corporation IBM capabilities enable you to… Fuel all decisions with powerful analytics Broaden analytic adoption without silos Analyze all data wherever it lives Implement solutions to accelerate business value
  64. 64. IBM provides a holistic and integrated approach to Big Data & Analytics © 2014 IBM Corporation IBM’s Advantage in Analytics for Big Data Signature Solutions Product and content integration for specific Domains (NBA, Fraud, Maint & Quality) IBM Social Media Analytics Out of box application and integration with other data sources IBM SPSS Decision Management Real-time decisions made simple by combining predictive analytics, business rules, and optimization IBM Cognos BI & IBM SPSS Analytic Catalyst Fast automated understanding, robust exploration and unified dashboards IBM SPSS Modeler One single UI for building & deploying Predictive models against all forms of big data IBM SPSS Collaboration & Deployment Services Integration and governance to facilitate the analytics lifecycle and efficient deployment

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