csi forms 261108

© 2008 IBM Corporation

IBM Lotus Forms

Nick Davis. Lotus Channel Technical Sales

IBM UK Limited

2 © 2008 IBM Corporation

The Impact of Paper-based Form Processes

Obvious costs… Paper and printing, transmission Unused form disposal Archival and storage costs

...hidden inefficiencies that can paralyze Lengthy process cycles Incorrect and incomplete data Data re-keying Physical routing time Complex approval chains Data aggregation across forms Inaccessible data Stove-pipe solutions for each process


Sources: * Bill Gates, Business @ the Speed of Thought, **Gartner Group

Business / Process Enablement

Val

ue

and

RO

I

Content-

Centric

Process-Centric

Enterprise Content (Case) Management

Fill, (Sign) & Submit

. . .Store, Process and Preserve

Print & Read

Print & Fill

Fill & Print1

2

3

4

5

($14.00 Savings per Form*)

($16.25 Savings per Form*)

($97.00 Savings per Form**)

($154.00 Savings per Form**)

Solid quantifiable benefits for customers – through process automation as well as paper savings

Why are eForms so hot?


Cost Savings

Revenue Generation

Operational Efficiency

User Satisfaction

Dramatically accelerates the processing of forms, allowing for more business in the same amount of time

Enable quicker turnaround on new development or enhancements of forms to facilitate new product launches and cross-selling

Competitive advantage

Guided wizards simplify forms for end users, creating a better overall experience

Productivity increases as

frustration decreases

Ability to reach more users with

global eForms in 26 languages

Compose, update and deploy eForms faster

Pre-population of data to reduce

handle time

Business rule validation to reduce

errors and rework

Auditable business records that

cannot be repudiated

Accurate & complete data the first time allows for faster and better decisions

Reduce the number of fields

required and number of forms

that exist today

Sectional and overlapping digital

signatures allow for shorter

approval cycle times

Web 2.0 – Rich internet application technology eliminates the need for ANY client software

Single infrastructure

Componentization and Open Standards

Tightly integrated with BPM

Alignment with IT Investments

How it Helps Our Clients…


v3.5 Offers…

…the Broadest set of eForms capabilities available for all skill levels!

Zero-footprint, turnkey form creation

tool end users developing simple

forms

Document Focus, Pixel Perfect, Secure,

Industrial Strength

Business Process Focusand Bundles WebSphere

Portal

Business Analysts

Business Users

Developers

Solutions for every

Requirement:

“Skill-Based” Design

Environments

* Includes Turbo module

*

New

Business Process Accelerator


Satisfying Pent-up Demand for eForms…N

um

be

r o

f u

se

rs p

er

ap

pli

ca

tio

n

Spectrum of applications

Fewer #s of full-time application developers

More #s of “Ad Hoc” IT staff

and business professionals

Lotus Forms■ Centrally built enterprise forms-based business

processes & applications■ IT managed and supported

Lotus Forms w/ Turbo■ Group built and managed within portal■ IT supported with heavy business user contribution

Lotus Forms Turbo Business user create lightweight forms User managed Variable levels of IT support

Tools for All Stakeholders…


What’s in Lotus Forms

Lotus Forms DesignerAn Eclipse-based, drag-and-drop forms editor.

Lotus Forms Webform ServerBrowser based zero footprint access from inside or outside

the corporate firewall

Lotus Forms ViewerA rich client for mobile or disconnected users

Lotus Forms Services PlatformA framework for integrating forms

with business applications

Lotus Forms APIAPIs to manipulate Forms

FileNetP8

ContentManager

DB2

WebsphereProcessServer

Lotus Forms Services Platform

App Server / Portal

Lotus Forms TurboZero footprint, turnkey forms

Quick and easy!


Detail:Lotus Forms …


WYSIWYG, Drag-and-drop Quick start wizards Simplified Palette “Essential” Property Settings for Widgets Easier Button Creation Easier Image Addition Easier Digital Signature use Automatic data model creation/update

Two modes of use: Standard (Default) = Basic User/Analyst Advanced = IT Developer

Eclipse-based and more control underlying W3C XForms developing custom IT integrations layout precision advanced digital signatures Wizard-based eForms

For line of business and IT Developers

Lotus Forms Designer 3.5: Easier than Ever!


Improved Conversion Utilities

Forms Conversion Tooling FileNet eForm to XFDL/XForms PDF to XFDL/XForms Bulk form transformations – e.g. add a toolbar, change fonts

Before:

After:


What’s inside the Form?

Data Instances

Based on W3C XForms specification

Multiple XML payloads for integration

Validate against external XML Schemas

File Attachments

Capture complete transaction

Supplemental or associated eForms

MS Office, videos, faxes, etc.

Presentation Layer

High-fidelity for duplicating paper forms

Guided-interview, or wizard, driven

Business Logic

Capture forms processes in the form

Integrate business process workflows


Robust signing fidelity

Secures both data and presentation. Nested/Parallel/Overlapping/Staged

2 kinds of electronic signatures:

Public Key Cryptography (PKI) based

Forms are signed with local, standards-based certificates

Ideal for high value, high security transactions

Authenticated click-wrap

Authentication using shared secret (account information, personal information, etc.)

Ideal for medium value business

XML DSig (rfc3075) support for regulatory compliance for European customers

Digital signing with Firefox browser and on iSeries


Turnkey Integration with the IBM Information Management Portfolio

Lotus Forms Integrate as tightly as P8 eForms

Offers P8 customers advanced eForms features

Zero footprint, web 2.0 client

Dynamic, high-fidelity UI -- connected and offline

Flexible, interoperable authoring environments – from simple to

sophisticated

Advanced multi-platform security and digital signing

Intelligent data capture and integration with more than 40 systems and

data sources.

FileNet P8

Lotus Forms ViewerRich Client or Browser

Lotus Forms DesignerLotus Forms Server

P8 Forms Integration Framework

P8 BPM / ECM

Uses DB2 PureXML to directly store, query and retrieve forms as XML

Provides Labor Savings by Reducing

Complexity

Supports End-to-End XML for SOA

DB2 PureXML

DB2 9Store, query and

retrieve XML


with WebSphere Process Server

Integrate forms into modeling projects

Import forms into WID or Modeler Business service objects are created based on form data

Create new forms in WID or Modeler Blank (with no data) for layout, or Based on business items

Associate forms w/ Human Tasks


Interface Frame• WebSphere Portal• Doc Collaboration e.g. Quickr• Lotus Notes (ActiveX)• Web Application e.g. via Rational Application Developer• Thick Client Application e.g. .NET

ECM• Filenet P8• DB2 Content Mgr.

Web Services• WebSphere (WAS)• Lotus Domino

BPM / Workflow• WebSphere Process Server / Integration Developer / Modeler• Filenet P8• Lotus Domino• Partner Solutions

Data• WebSphere Transformation Extender >40 repos. DB2, Oracle, SAP etc.• Lotus Domino

Sync• Lotus Expeditor• Lotus Notes

Forms

ECMBPM

UI FrameSOA Throughout

WebServices

Data

Sync

fits into most any IT technology mix

Levels of Integration• Out of Box Integrated Solutions• Data Mapping (WTX)• Foundational Code (Forms Services Platform)• Rich API / Custom Sln’s


Family Roadmap

● Open standards-based business process automation

● Designer● Server● Viewer● Turbo

IBM Internal! – NDA/AECI Use Only

* Product release dates and/or capabilities referenced in these materials 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.

Mashups

Ease of UseOct 31, 2008

1H09

Future

Lotus Forms 3.5Lotus Forms Turbo• Enable Line of Business users

to design, store, fill, approve, analyze forms

• No local sw install needed(all from 0-footprint/browser)

• Eclipse Designer for LOB• Conversion tool (.pdf & FN)• Support WS Portal 6.1• Support XML DSig (rfc3075)• WFS Signing in FireFox• WFS precision printing• Digital Signing on iSeries• Sample Forms• Safari 3.1 on Mac

Lotus Forms v.next• Lotus Mashup Integration (iWidget)

• Installer updates• BPA Framework (English-only)

Lotus Forms (not Turbo)• zLinux support (Server, 32-bit)• Align w/ Filenet v.next• WS TX 8.2 update (Server)

Lotus Forms v.next + 1• More sample content / frameworks• Key Customer Requirements

Lotus Forms Turbo• Refine UX, layout, copy/paste as needed

• Enhance 1-step approval• More widgets (e.g. surveys, templates, tables)

• Maintenance (backup, tuning)• BiDi, Accessibility• iSeries support

Lotus Forms (not Turbo)• Partial CSS Support• Strict XHTML support (Server)

Integrations


Proven Benefits with IBM Lotus Forms

DEFRA: National Poultry Registery with approximately 48,000 forms (each with up to 25 pages & 320 questions) = 600 a day. Improved data quality and reliance; integration with SOA.

Oxfordshire: Electronic Social Care Record System. Met Government requirements for social care record keeping and eGif XML Standards. Integrated with Anite system and existing IT infrastructure. Expected savings of £300,000.

Province of Nova Scotia: Electronic property transaction forms reduced transaction time from up to 7 days to just one business day

US Army: Largest e-forms deployment in the world (Gartner): 100,000 forms, used by 1.4 million Army personnel around the world – expected ROI more than $1.3 billion.

United States Army


ROI Proof Points

Customer ROI

1 US Army 100,000 forms, used by 1.4 million Army personnel around the world – ROI estimated to be $1.3B / year

2 USAF 18,000 forms, serving 700,000 employees globally – ROI: $50 Million annually

3 IBM Express Managed Services

Boosts productivity by 25%, Improves data accuracy and completeness from 75% to 100%, cycle times down by 25%, reduced form localization times by 80%

4 Major League Baseball

Reduced staffing requirements as well as development, printing, travel and telephone costs. MLB estimates annual savings of more than US$350,000

5 AMP IFA users estimate an admin saving of 1h a day in completing application forms and following up errors etc. 70% reduction in manual effort

6 Global Apparel Manufacturer

Reduced process time by 75%. Estimated cost savings per year $787,500

7 Woodmen Insurance

Accelerated new business application process from weeks to hours

8 Nova Scotia Land Registry

Reduced transaction time from 7 days to just 1 day. Reduce rejection rate from 15% to 3%.

9 SEC 27,000+ publicly traded firms. Estimated annual to taxpayers of $1.8 million. Estimated savings of 750,000 lines of code based on custom vs. COTS Solution

10 U.S. Directorate of Defense Trade Controls

Shortens the application process from up to 66 days to as little as 9 days


Do…Try Lotus Forms Turbo on Greenhousehttp://greenhouse.lotus.com

Download Sample Formshttp://www-01.ibm.com/software/lotus/forms/catalog/

“Show us your Forms” https://greenhouse.lotus.com/featurebeta/secure/route/view/start?formName=/.route/KPsNtoHPTopOB2-M1217275064185.xfdl

Read…Lotus Forms Product Documentationhttp://www.ibm.com/developerworks/lotus/documentation/forms/

Lotus Forms DeveloperWorkshttp://www.ibm.com/developerworks/lotus/products/forms/

Lotus Forms Wikihttp://www-10.lotus.com/ldd/lfwiki.nsf

Tech Help is Available…Engage Americas and Worldwide Tech Salesby opening Escalation Central Ticket:http://wtsportal.lotus.com/wps/myportal/ec

Great! How do I get Started?


Lotus Forms 3.5

Easier than ever

TURBO Fast

Optimized for Business

Process Automation

Industrial Strength Security

Most Scalable Solution


Administration uses eForms to plan events

Purchasing uses eForms to order

supplies

The HR team uses eForms for employment

applications

Marketing & Product Management use eForms to survey

customers

Business Development uses eForms for non-

disclosure agreements

Management uses eForms for employee leave and vacation requests

Lotus Forms product portfolio

Lotus Forms Turbo, for

any skill level in the Line of Business

Lotus Forms Designer, for

Power users in the Line of Business

and IT Developers

Lotus Forms Viewer, for

Anyone who needs to fill out eForms

without Internet access

Lotus Forms Server, for

IT teams deploying eForms for large-

scale Browser use and/or process-

centric IT integrations

23 © 2006 IBM CorporationIncrease Operational Efficiency with Electronic Forms

Executive Briefing

Functionality IBM Adobe

Business Process Automation Integrates tightly with market leading Process Server & Filenet BPM for end-to-end process automation. BPA. Extensible.

LiveCycle Workflow(limited, neither marketed nor recognized by analysts as BPM)

Focus on Enterprise Software Lotus Forms = eFormsIBM = Business Systems / Enterprise Software

Acrobat = paper documents,multimedia, creative arts(earnings calls)

Relevant Portfolio Breadth Lotus, WebSphere, Rational, Tivoli, AIM, Information Management (FileNet, Cognos)

Acrobat, LiveCycle, Flex

Open Standards & SOA W3C XForms, native XML, reusability.Web 2.0/Ajax. Leverage existing IT investments.

.pdf is proprietaryXML conversion (slower)

Performance / Scalability World’s largest eForms deployment (Army)Signing adds only a few extra characters to fileFast as native XML

Adobe: keep forms <5-12pgsSigning adds 10k to fileTranslating .pdf’s to XML

Security Signature secures both data and presentationbiometric, certificate-based

.pdf can’t enforce passwords. Browser “Active Content”

Digital Signing Secures data, presentation & logic. Sectional & overlapping. Scalable.

Non-overlapping,signing duplicates file

Usability Filling Forms Wizards, data validations, prepopulateRational tooling, if SW Dev is truly desired.

.pdf mimics paper + JavaScriptFlex = proprietary SW Dev

Usability Designing Forms Lotus Forms Turbo. New default Eclipse mode for LOB. Three UX/role choices.

Vendor perceived as strong in “Print & Publish” arena

Total Cost of Ownership 0-footprint Web = just use a browserOffline Viewer is optional.Includes Dig. Signing, Barcode, Data & API

Depends on Reader and/or Flex Plugins & version matchExtra for Dig Sig, Barcode, Data

Backend/Middleware Integrations WebSphere TX (>40 data connections e.g. SAP,Siebel, DB2, Oracle, ), DB2 PureXML, Portal

One-of connectors e.g. SAP,ODBC data mapping in LC Designer

Server Platform Support WAS on Windows, AIX, Linux (RH, SuSE),Solaris, i5/OS PASE

JBoss / WAS / BEANO iSeries, NO zSeries…

Media / Rich Internet Applications Web 2.0 / Ajax Macromedia Flex

IBM

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s w

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att

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IBM vs. Adobe

© 2008 IBM Corporation

25

Product release dates and/or capabilities referenced in these materials 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.

Finance/Banking e.g. Account Application Order Services Setup Payroll Buy / Sell securities SWIFT & Transactions

Surveys e.g. Market Research e.g.

demand, satisfaction, advertising efficacy

Opinion Polling Economic forecasting

e.g. surveys of business sentiment

Government Agency research e.g. census, labor force surveys, consumer price index, producer price index

Sociological & Psychometric research and assessments

TV / Radio audience ratings

“Just a few” of the many uses for Lotus Forms…

HR Uses e.g. Employment Application Performance Review Benefit Elections Awards Insurance & Beneficiary Tax Elections Expenses Attendance Record

Quality Management e.g. Site Inspections Requirements Input Operational Definitions Medical Case

Management Six Sigma, TQM ISO 900x Environmental Inspection

Health Inspection Compliance Inspections FDA 21 CFR Part 11 Real Estate Appraisals

Healthcare e.g. HIPAA e.g.

Patient Consent for Treatment

Authorization for Release of Health Information

Notice of Privacy Practices

Security Incident Form Clinician Credentialing Health Insurance Medical Records Lab Orders Clinical & Drug Trials

Insurance e.g. Applications Property / Automobile

Loss Notice Liability Notice Injury Report Agriculture Policies Flood Insurance Cancellation Request Agent/Broker Change

Powerfuland Easyto Create!


Presentation Layer Pixel-perfect for duplicating paper forms Guided-interview process option

(Wizard driven)

User Interface Flexibility Multiple “views” on the same data

Data/Rules-driven “views”

Benefits of Separating Forms Presentation from Forms Data

csi forms 261108

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