Alloy by IBM and SAP is a product that allows users to access SAP reports and workflows directly from IBM Lotus Notes. It provides out-of-the-box functionality for common workflows like expense approval, time off requests, and purchase orders. Customers can see contextual SAP data and approve or reject steps without leaving Notes. The integration framework offers rapid deployment and minimal training. New features have improved usability, performance, and support for additional SAP scenarios.

1. ID209: Transform Your Business with Alloy
by IBM and SAP
Christian Holsing | Product Manager Alloy by IBM and SAP
Bharti Patel | Director - Client Platforms and Technologies

2. Financial Disclaimer
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
2

3. Agenda:
1) Alloy Functionality
2) Alloy Business Value
3) Customer Examples
4) Partner Ecosystem
5) Time Recording Solution
6) Roadmap

4. Agenda:
1) Alloy Functionality
2) Alloy Business Value
3) Customer Examples
4) Partner Ecosystem
5) Time Recording Solution
6) Roadmap

5. Information Worker spend most of their time in
eMail and collaborate
Source: Forrester – A Day in
a life of a US Information
Worker (2009)

6. Two Primary SAP User Roles Within Organizations
Task Business
Worker User
 Sample roles: payroll administrator,  Sample roles: business manager,
customer service representative, sales representative, HR manager, CxO
claims processor
 Knowledge worker or people manager
 Area expert with defined tasks
 Manages exceptions and coordinates
 Conducts repetitive, structured transactional activities & resources
work
 Aggregates and synthesizes information
 Uses single or a few enterprise applications from many sources
 User interface of choice: SAP Portal  Spends a large portion of their day dealing
with email, meetings, documents
SAP Typical
“Power User” IBM Lotus® Notes® User

7. AlloyTM by IBM and SAP 1.0 Out-of-the-Box Functionality
Reports Management Travel Management Leave Management
● Easy access to BI, ERP ● Schedule and approve ● Schedule and approve
and line of business trip requests leave requests
reports
● Approve expense ● Link to collaboration tools
● Self service subscription requests to discuss and resolve
and personalization quickly
● Links to key information,
● Forward or access reports e.g. travel and expense ● Ensure data consistency
off-line policies and compliance
● Links to related reports ● Ensure data consistency
and information and compliance

8. Alloy by IBM and SAP 1.0: Workflow Decisions Management
Manage SAP Workflow decision steps in Lotus Notes
Pur chasing
Or der
Mar keting
Funds
Shopping Car t
A ppr oval
A ppr oval
● Bring decision steps from ... Think of Your
workflow to IBM Lotus Notes Workflows …
● Simple configuration-no
customization needed
Hiring
A ppr ovals
● Transparently supports Invoice
multiple decision options A ppr oval
● Extensive customization
options for specific
Tr avel
requirements
Leave A ppr oval
A ppr oval s

9. Alloy by IBM and SAP
Executive Summary
SAP-Lotus Notes Integration Sample Out Of The Box
Rapid Deployment
Framework Workflows
Deliver SAP information and
applications into Add functionality needed for
Ensure rapid adoption and
Lotus Notes to improve each unique business user
minimal training for end users
productivity of managers group
© SAP 2007 / Page 12

10. Examples of Workflows that can be exposed
by Alloy
Financial Transaction Release Workflow
Recruitment Workflow
Purchase Order Workflow
Material Creation Workflow
Sales Approval Workflow
Transport Workflow
Process Quality Workflow
Product Development Workflow

11. Purchase Order Workflow
Manager can
make decision
right from Lotus
Notes
Contextual
Information
Details

12. Sales Approval Workflow
Manager can
make decision
right from Lotus
Notes
Contextual
Collaboration
Contextual
Information
Details

13. Hiring Approvals
Contextual
Reports

14. Quick Guide to Expose Workflow Decisions in
Alloy
Step 1 Step 2 Step 3 Opt: Step 4
Configure
Configure Configure
IBM Lotus Magnify
SAP SAP
Domino Decision UI
Backend Alloy Add-on
Server
IMG and Configure IBM The IBM Magnify and enrich
Custom Handlers Lotus Domino Lotus Domino the decision UI with
Server with configuration additional
the application id generates a user information in the
and bound type role on SAP decision body
created in step 2 Alloy Add-on. and the Alloy
Assign user to sidebar
SAP
Business this role.
Workflow
SAP IBM Lotus® SAP IBM Lotus®
Backend Domino® Server Alloy Add-on Domino Designer®

15. New features in Alloy 1.0.1 (available since
Dec 09)
● Extended Deployability
▬ Data consistency checker
▬ Solution Manager Diagnostics integration
▬ Requirement to store Approval forms in Mailfile removed
▬ Approval forms can be stored in NDERPWS, instead of in the Mailfile
● Extended Usability
▬ Extended exposure of SAP help functions for reporting into Lotus Notes
▬ Consistent Sender Names for SAP Items
▬ Extended Datatype validation in Notes
▬ Manual trigger to refresh report catalog
● Scalability
▬ Clustering support
● Support of Lotus Notes 8.5 and 8.5.1

16. New scenarios available through OpenNtf
● Available now through Open NTF are additional Approval scenarios
No. Workflow Scenarios Application Application Application Description Workflow ID
Area ID
1 Purchase Order Approval MM/SRM ZPO1 Purchase Order Approval WS91000240
2 Material Approval MM/SRM ZMM02 Material Approval WS90000244
3 Supplier Validation MM/SRM ZMM01 Supplier Validation Approval WS90000243
4 Change Request for Purchase MM/SRM Change Request for Purchase
Order Order
5 Change Request for Sales SD/CRM Change Request for Sales
Order Order
6 Sales Deal Approval SD/CRM ZSD01 Sales Deal Approval WS90000242
7 Hiring Approval HCM ZHR01 Hiring Approval WS90000241
8 Time Recording Approval HCM ZHR02 Time Recording Approval WS90000247
9 Invoice Approval FI ZFI01 Invoice Approval WS90000249
10 Project Resource Allocation PLM ZPLM01 Resource Allocation Approval WS90000248
Approval

17. RIM BlackBerry Integration work

18. Agenda:
1) Alloy Functionality
2) Alloy Business Value
3) Customer Examples
4) Partner Ecosystem
5) Time Recording Solution
6) Roadmap

19. Alloy supports Business Transformation
● The key value of Alloy is not only directly the access to SAP
Information from a Lotus Notes Client
● Alloy supports Business Process Transformation by
▬ Removing the need of training people on new User Interfaces
▬ Increase the acceptance of the new Processes by a consistent and easy to use Access into the
new Systems and processes
▬ Increasing the ROI for the transformation project by a quick and easy adoption
▬ Drive Business Compliance internally and support legal requirements
● Examples are
▬ HR Shared Service Center
▬ New Sales Support Systems
▬ Purchase Order management
19

20. Alloy does not replace a Portal but coexists
with it
● Alloy provides an additional Channel for Business User to interact with an
SAP Backend System. There is not necessarily a conflict but rather an
opportunity
● As the Business Processes are defined on the ERP System, adding Alloy
into an environment does not create huge additional Efforts but it rather
leverages the ERP Implementation
● Advantages to use Alloy in Environments that already run a Portal are
▬ Alloy reaches Business User in their most important Application: eMail
▬ Lotus Notes Client can link to Portal or WebDynpro pages via simple HTTP links
▬ Easier adoption and change of the new Processes by ease of use – seamless access to Portal based
application fragments through embedded browser in Notes Client

21. Alloy Return On Investment
● Reduced Process Cost
▬ Alloy helps reduce the process cost by making it easier for business users to make
decisions quicker. Even a small reduction in process cost translate into huge savings
as decision maker time is expensive and high volume of processes multiplies the
savings
● Reduced Process Time
▬ Alloy allows decision makers to make decision faster and on the move. Faster process
time frees up capital and resources for more productive uses.
● Increase Process Competitive Edge
▬ Alloy helps you increase the effectiveness of processes that give your company
competitive advantage
● BPM User Adoption and Compliance
▬ Alloy reduces the hurdles to user adoption and compliance by making it easier for
employees to adhere to processes.

22. Alloy Benefits
Better decision making
● Easy and intuitive access to relevant, contextual business information allows
business users to make more informed and faster decisions.
Lower training cost
● Alloy is easy to use, and requires no training since SAP applications and information
are available to business users through their familiar IBM Lotus environment.
Increased productivity and effectiveness
● Alloy increases productivity by bringing information and processes to business users
in IBM Lotus Notes and avoiding application switching distraction.
Higher compliance with corporate policies
● Alloy reduces the hurdles to compliance by making it easier for employees to adhere
to processes, follow workflows, and act on essential information
© SAP 2008 / Page 34

23. Alloy Key Differentiators
Jointly developed and supported by SAP and IBM
▬ Alloy is the first product jointly developed and supported by SAP and IBM Lotus. It
delivers seamless access to SAP applications through IBM Lotus Notes.
Greater ROI by leveraging existing investments
▬ Alloy software fully leverages existing investments in SAP and IBM Lotus applications out
of the box, eliminating the need to build and maintain expensive new custom
programming or interfaces.
Easy extensibility
▬ Alloy provides a flexible and powerful environment that allows in-house developers and
system integrators to customize and extend Alloy functionally to better serve the
unique needs of the company
Seamless Integration Leverage existing Value Creation
Investments +
Sustainable Competitive
Leverage Business Processes Advantage
© SAP 2008 / Page 36

24. Agenda:
1) Alloy Functionality
2) Alloy Business Value
3) Customer Examples
4) Partner Ecosystem
5) Time Recording Solution
6) Roadmap

25. How does Alloy save operational Money for
our customers
● Example 1: Increase Compliance and Process speed
▬ Existing process where employees need to confirm delivery of ordered goods in SAP Workflow.
Confirmation step is exposed through Alloy which allows easy processing of this step. As
this confirmation is necessary for invoice payment this has direct business impact
● Example 2: Money saving because of realizing best offers
▬ Travel Approval is requested on price for a specific airfare. By the time the approval is done the
airfare has usually increased. Timely decisions help to save money because current offers
can be taken and price increases are avoided
● Example 3: Support of Shared HR Service Center Transformation
▬ Customer has decided to transform HR services in the company from local to more central
service Centers. Processes are redesigned and employees are requested to use new
systems. Alloy helps in the process transition by providing Approval Items and Reports in
an easy to use and consume way.
25

26. Business Process Workflow Benefits Case Study
Soft Benefits Hard ROI
Reduce the cycle time by two days (three 250,000 AP Invoices = $7 billion
days) 15,000 Purchase Requisitions = $100 million
Reduce the review process time by 50% Reduced processing cost
(60%)
manual $25
Reduce validation errors by 50%
workflow $15
Reduce lost document research by 30%
est. savings of $2.5 million ($10/doc
Reduce “where is the invoice?” by 75% X 250,000 docs)
Increase # of discounts taken Discounts taken because time-line met – More
then $2.5 million
Total Saving: Over $5 Million

27. Agenda:
1) Alloy Functionality
2) Alloy Business Value
3) Customer Examples
4) Partner Ecosystem
5) Time Recording Solution
6) Roadmap

28. Alloy will turn into a connectivity platform
to integrate SAP with Lotus Applications
● With the upcoming versions of Alloy IBM and SAP Intend to turn the
product into a connectivity layer that allows every Domino Developer
to easily interact w/ SAP Systems
● Domino Rapid Application development capabilities can be used to
easily build Applications that interface w/ SAP Business Systems:
▬ Standard Notes Forms / Design Elements
▬ Opportunity to leverage xPages and other new development capabilities
● Any Lotus Partner will be able to do 2 things:
1) Build Notes Applications that integrate w/ SAP Backend Systems in their customer's environments
2) Integrate existing Applications with SAP Solutions

29. Agenda:
1) Alloy Functionality
2) Alloy Business Value
3) Customer Examples
4) Partner Ecosystem
5) Time Recording Solution
6) Roadmap

30. First Partner extension POC: Time
Recording by Itelligence
● Solution uses 100% Alloy capabilities to send between IBM and SAP
● Separate Lotus Notes Application for time recording
● Data is processed via Alloy Framework and which creates the time
entries on the SAP Backend
● The SAP Process triggers an Approval workflow for the time entries
created by the user and routs the items to the assigned approver
● Approver receives an Approval item for the Time entry and can
approve/decline from Alloy as well as from a SAP Interface
● SAP Business process finishes

31. Agenda:
1) Alloy Functionality
2) Alloy Business Value
3) Customer Examples
4) Partner Ecosystem
5) Time Recording Solution
6) Roadmap

32. Future Directions for Alloy by IBM and SAP
Alloy next
- Event/Alert Framework to enable solutions
- Frameworks to enable industry specific solutions
- Contact management
- Calendar management
- Business Analytics
- More Lotus portfolio integration:
The information on the new product is intended to outline -ST, Connections Symphony, Quickr
our general product direction and it should not be relied on - Unstructured activity management in support of processes
in making a purchasing decision. The information on the
new product is for informational purposes only and may
- Read only access to business data for unlicensed delegate
not be incorporated into any contract. The information on - Additional mobile device support
the new product is not a commitment, promise, or legal - Languages
obligation to deliver any material, code or functionality. - Platforms
The development, release, and timing of any features or - Server: AIX, Linux (tbd)
functionality described for our products remains at our sole - Client: Mac, Linux (tbd)
discretion notice
Q4/2009 Alloy 1.x
- Extended Programmability
- Direct access to SAP data
- Programmability via Xpages etc.
Q1/2009 Alloy 1.0.1 - Additional Sidebar customization e.g.
Live Text and Widgets
- Data Consistency
- Additional Mail and Calendar Integration
Alloy v1.0 Checker
- RIM support
-Reporting & Analytics - Clustering support - Additional workflow features
-Workflow Approval - Notes 8.5 & 8.5.1 Support - Additional sample customization's (open NTF)
- Key reports pre-packaged from SAP
Pattern - Additional Languages
- Leave Request - Notes 8.5.x support
- Trip Request - Win 7
IBM and SAP CONFIDENTIAL

33. Software Requirements for Alloy 1.0
IBM Lotus Notes Client 8.0.2, 8.5 and 8.5.1
IBM Lotus Domino Server 8.0.2, 8.5 and 8.5.1
SAP ERP SAP ERP 6.0 SPS 14 running on SAP NetWeaver 7.0 SPS17
with Enterprise Service Architecture (ESA) Add-On ECC-SE
602 or higher
SAP BI (optional) SAP Business Warehouse 3.5 – SP23 or
SAP Business Warehouse 7.0 – SPS 17
Alloy Server Software SAP Alloy Add-On running on Netweaver 7.0 SPS17 (JavaTM
Stack)
IBM Lotus Notes Alloy Add-On running on Domino 8.0.2, 8.5
or 8.5.1
The Operating Systems of the SAP Business Suite Software or the IBM
Lotus Domino Servers are not restricted, but the Alloy components
currently require the following Operating Systems:
IBM Lotus Notes Client Microsoft® Windows® XP or Vista
IBM Lotus Domino Server Microsoft® Windows® 2003 Server
SAP Alloy Add-On All Netweaver 7.0 Java stack platform constellations

34. Alloy will become a development
framework
● Phase 1
▬ Alloy will be transferred into a technology solution which provides connectivity service to SAP
Systems
▬ Alloy will provide two types of Interactions with SAP Systems
▬ Business Process view (Workflow)
▬ Data access (Access to SAP Objects)
▬ Support for Notes developers to Interface with SAP easily
● Phase 2
▬ Provide deeper developer support
▬ e.g. Business Object repositories
▬ Collaboration Business Templates to easily map SAP objects into Collaborative Objects like
▬ Contacts
▬ Calendar entries

35. Ways to engage on Alloy as a Partner
● Alloy Design Partner Program
● We are planning to initiate a special Program in Q1 & Q2 to
▬ Educate partners on Alloy
▬ Allow Lotus Partner to network w/ SAP Partners and establish relationships
● Alloy Beta (currently planned for Q3)
● Drive Alloy into your customer base in Q4

36. Lotus Domino and SAP Business Suite – A powerful combination
to leverage integrated business processes
The best of two worlds !
36

37. Christian Holsing Bharti Patel
eMail: holsing@de.ibm.com eMail: bharti@us.ibm.com
37

38. Legal Disclaimer
© IBM Corporation 2009. All Rights Reserved.
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.
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.
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.
Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both.
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If you reference Linux® in your presentation, please mark the first use and include the following; otherwise delete:
Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both.
Other company, product, or service names may be trademarks or service marks of others.
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39. Copyright 2009 SAP AG All rights reserved
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may be changed without prior notice.
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