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Building Custom ibm Watson Workspace Templates to make you and your team more productive

new features in IBM Watson Workspace

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Berlin, October 16-17 2018
Building Custom Watson Workspace Templates
to make you & your team more productive
Danielle Baptiste
Director, Offering Management, IBM
@social_baptiste
Stefano Pogliani
European Technical Sales, IBM
@stefanopog
Berlin, October 16-17 2018
Berlin, October 16-17 2018
Social Connections 14 Berlin, October 16-17 2018
Our goal is to be a platform for AI driven collaboration
solutions designed to accelerate critical business
processes
Social Connections 14 Berlin, October 16-17 2018
Watson Workspace Space Templates
https://youtu.be/-rxA53tOgWU
Built-in timeline to
keep everyone
aligned and focused
on the final
outcome
Pre-defined
apps to
facilitate the
work
Custom
properties to
organize and
categorize your
efforts
Social Connections 14 Berlin, October 16-17 2018
Space Template Example: fraud Resolution
Ad

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Building Custom ibm Watson Workspace Templates to make you and your team more productive

  • 1. Berlin, October 16-17 2018 Building Custom Watson Workspace Templates to make you & your team more productive Danielle Baptiste Director, Offering Management, IBM @social_baptiste Stefano Pogliani European Technical Sales, IBM @stefanopog
  • 4. Social Connections 14 Berlin, October 16-17 2018 Our goal is to be a platform for AI driven collaboration solutions designed to accelerate critical business processes
  • 5. Social Connections 14 Berlin, October 16-17 2018 Watson Workspace Space Templates https://youtu.be/-rxA53tOgWU Built-in timeline to keep everyone aligned and focused on the final outcome Pre-defined apps to facilitate the work Custom properties to organize and categorize your efforts
  • 6. Social Connections 14 Berlin, October 16-17 2018 Space Template Example: fraud Resolution
  • 7. Berlin, October 16-17 2018 (Powered by Watson Workspace) 7 Solution example available today
  • 8. Social Connections 14 Berlin, October 16-17 2018 IBM Watson Workspace is focused on industry and domain-specific solutions Industries • Banking and financial services • Healthcare • Insurance • Telecommunications Domains • Customer service • Human resources • Sales • Supply chain Incident management is a pervasive theme throughout the industries and domains we’re focusing on. It is a common pattern to most use cases where a cognitive conversational approach provides the best possible solution to ensure successful outcomes in a repeatable fashion. 8
  • 9. Social Connections 14 Berlin, October 16-17 2018 Business Solution Examples 9 • Sales: opportunity/deal room • Customer support: case resolution • Marketing: resolve social media sentiment • Supply Chain: supply chain incident • Security: threat violation • Call center: L1, L2, L3 integration • Insurance: regulatory complaint • Enterprise: reduce email dependency • Finance: fraud incident, risk management • Human resources: employee engagement • Industrial: safety incidents • Consumer: new product information • Telecom: field service incidents • IT/Devops: outages, SWATs, etc • Procurement: minimize duplication/redundancies IBM Watson Workspace & Work Services / September 2017 / © 2017 IBM Corporation “The art of the possible”
  • 10. Social Connections 14 Berlin, October 16-17 2018 How to Identify Space Template Scenario Identify a repeatable work scenario Identify the Actors Identify the Collaboration flow and timeline Identify the Applications and data
  • 11. Social Connections 14 Berlin, October 16-17 2018 Feature overview for Watson Workspace Templates
  • 12. Social Connections 14 Berlin, October 16-17 2018 Creating custom experiences for teams. Templates provide to a space: - Apps to deploy - People to invite - Properties - Status tracking - All accessible through an API 1
  • 13. Berlin, October 16-17 2018 1 3 Templates meet the repeatable patterns of teams.
  • 14. Social Connections 14 Berlin, October 16-17 2018 Templates meet the repeatable patterns of teams 1 Easy to create and customise (Business Partner Opportunities) – Low code, open APIs and tools Leverage standalone, or part of an existing solution – Extensible by clients. – e.g IBM Supply Chain Insights with Resolution Rooms Focus for increasing speed of resolution – Bringing specialised team together for specific business problem AI to improve business process – Learn from the collaboration to add to recommend content & add to existing content to improve for future cases.
  • 15. Social Connections 14 Berlin, October 16-17 2018 Space Templates 1 Templates ... • Are customised to given use cases • Implement predefined workflows • Assign incidents to business areas • Define apps to be used • Define settings, e.g. “allow external participants” With space templates, businesses can react more quickly and targeted to business challenges. Apps ... • Integrate with backend systems ... • To provide relevant information • To interact with those systems, e.g. update status • Can listen to conversations in the space and offer services Spaces ... • Provide collaboration and communication • Document actions taken and results • Can be harvested for knowledge and best practices
  • 16. Social Connections 14 Berlin, October 16-17 2018 Creating templates 1
  • 17. Social Connections 14 Berlin, October 16-17 2018 Consider a sales team, and specifically sales opportunities. This follows a pattern: • A seller or team of sellers has to work with a client and get their deals to closure • They need to manage the deal, and get pricing to work for the situation • They need to coordinate, usually on the fly to put together an offer • They need to manage client meetings • Assemble materials, information, presentations • Bring on SME’s to help with the deal • Turn around questions, issues and obstacles quickly to keep the deal moving • Track the state of affairs on the deal, for themselves and for their management to keep a pulse on all the deals being worked 1
  • 18. Social Connections 14 Berlin, October 16-17 2018 Deal Rooms A Deal Room has a timeline, that tracks the state of the deal. The timeline is: Prospecting Qualifying Needs Analysis Proposal Negotiation Won/Closed 1
  • 19. Social Connections 14 Berlin, October 16-17 2018 Templates DNA 1 Template Timeline Required Apps - Prospecting - Qualifying - Needs Analysis - Proposal - Negotiation - Won/Closed Salesforce Deal Maker Sales Opportunity ID (required) Deal Temperature [Ok, Great, at risk] Contact count Properties
  • 20. Social Connections 14 Berlin, October 16-17 2018Group Name / DOC ID / Month XX, 2017 / © 2017 IBM Corporation Now we map all the details from the previous slide to our GraphQL API request.
  • 21. Social Connections 14 Berlin, October 16-17 2018 2
  • 22. Social Connections 14 Berlin, October 16-17 2018 2
  • 23. Social Connections 14 Berlin, October 16-17 2018 Group Name / DOC ID / Month XX, 2017 / © 2017 IBM Corporation Updating Space properties via API. 2 - Use the updateSpace mutation to pass in the propertyId and propertyValueId - The propertyValueId in the input comes from the acceptable values in template - For text properties propertyValueId is set to whatever text you want to update the value to.
  • 24. Social Connections 14 Berlin, October 16-17 2018 Updating Space Status via API. 2 - Use the updateSpace mutation to update statusValue.statusValueId. - Similar to the properties, the statusValueId in the input comes from the available status ids in template
  • 25. Social Connections 14 Berlin, October 16-17 2018 Deleting Space Template via API. 2 - Use the deleteSpaceTemplate mutation with id of the template as input.
  • 26. Social Connections 14 Berlin, October 16-17 2018 Sharing Space Template via API. 2 - Use the shareSpaceTemplate mutation with id of the template as input and target set to OPEN
  • 27. Social Connections 14 Berlin, October 16-17 2018 Sharing Space Template via API. 2 - Once shared, templates can be accessed in Watson Workspace via a share URL. - To view a shared template go to: https://workspace.ibm.com/space/template/<templateId> - To create a space from shared template go to: https://workspace.ibm.com/space/create?template=<templateId>
  • 28. Social Connections 14 Berlin, October 16-17 2018 Group Name / DOC ID / Month XX, 2017 / © 2017 IBM Corporation demo time 28
  • 29. Social Connections 14 Berlin, October 16-17 2018 Space Templates: Hands-on Labs Experience http://ibm.biz/WorkspaceLab
  • 30. Social Connections 14 Berlin, October 16-17 2018 Space Templates: NodeRed nodes https://flows.nodered.org/node/node-red-contrib-wws
  • 31. Social Connections 14 Berlin, October 16-17 2018 Template Features Summary 1) Create Space Template using GraphQL 2) Create Space using a Template from “Add Space UI” 3) Create Space from the Shared Template URL 4) Share Template using GraphQL & URL 5) Manage Template using Team Admin
  • 32. Social Connections 14 Berlin, October 16-17 2018 Template Features & Workspace Offerings 1) Create Space Template using GraphQL All (Preview, Essentials & Plus Users) 2) Create Space using a Template from “Add Space UI” Your Templates – All Users - All Offerings Team Templates – Plus Users Only 3) Create Space from the Shared Template URL All Users – All Offerings 4) Share Template using GraphQL & URL All Users – All Offerings 5) Manage Template using Team Admin Plus Team Admin
  • 33. Social Connections 14 Berlin, October 16-17 2018 PLATINUM SPONSORS GOLD SPONSORS BRONZE SPONSORS SILVER SPONSORS SPEEDSPONSORING BEER SPONSOR