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IBM Workplace – Simply A Better Way

D1 - 11 IBM Workplace Collaboration.ppt 2

On Demand Insurance Business Problems1. We lose customers because we process new policy applications too slowly.2. Our claims processing is time-consuming and inefficient.3. We need to do a better job of attracting new customers.4. We need our employees to be more productive. 5. We need to grow revenue in existing accounts, and by partnering.6. Our development teams are always behind schedule and over budget.7. We need to gain maximum efficiency out of our IT infrastructure.

On Demand Insurance CEO

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Current Situation

� We can expand our customer base by partnering with independent brokers

� Market research shows Red Barn Insurance to be the best broker with whom to initially partner

� Challenges:� Red Barn agents need access to tools and information in order to

successfully push On Demand Insurance’s product line…� …but corporate security policies dictate the use of extranets to

prevent non-employees from gaining access to internal systems � Red Barn Insurance agents and their customers are also

geographically dispersed around the country and require mobile (offline/disconnected) access


On Demand Insurance CIO

IBM

We need to provide our independent brokers with tools and information to help drive new customers towards ODI.

Build an Independent Broker Workplace environment using IBM Workplace Collaboration Services.

Using IBM Workplace to Help Expand the Customer Base

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Web Content ManagementWeb Content ManagementLearningLearningDocumentsDocumentsTeam

CollaborationTeam

CollaborationMessagingMessaging

Integrated WebSphere Application Server (J2EE) Integrated WebSphere Application Server (J2EE)

What Is IBM Workplace Collaboration Services?

Integrated platform with collaborative functions written as J2EE-based services!



CollaborationTeam




Integrated WebSphere Portal Integrated WebSphere Portal

Portal provides universal access point with built-in integration across all collaborative services

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CollaborationTeam





Integrated development tools for creating and customizing IBM Workplace environments

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CollaborationTeam





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Web Browser

Workplace Client Technology, Rich Edition

Multi-device support means anytime, anywhere access

Workplace Client Technology, Micro Edition

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� Provides independent brokers access to tools and information in a self-contained collaborative environment

� Allows for creation of and dynamically-provisionedIndependent Broker Workplace environment

� Offline/disconnected support for mobile agents provided by IBM Workplace Rich Client

� Integrates with ODI’s existing corporate collaborative infrastructure (IBM Lotus Notes & Domino, IBM WebSphere Portal)

How Does IBM Workplace Collaboration Services Meet ODI Business Requirements?


DEMO: Preparing for a Sales Call

Red Barn Insurance Agent

Using the Independent Broker Workplace Environment

IBM Workplace Collaboration Services

I need to…1. Check my calendar2. Review my customer

contact list3. Prepare information about

ODI for the customer

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� Uses the same infrastructure as WebSphere Portal to assemble pages and target them to users based on role

� Brings together collaborative tools and applications to solve business problems� Mail and Calendar� Documents libraries� Team Collaboration� Web Conferences� Learning� Instant Messaging

� Extensible by IT organizations and Industry Vertical Partners


What Did We Just See?IBM Workplace Collaboration Services


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Predefined tools allow easyaccess to Mail, Calendar andAddress Books

2 Predefined Portlets for access to Lotus Domino, Microsoft Exchangeand industry standard POP3/IMAP mail services

Individuals Can Manage Email, Calendars, Instant Messaging, and More…

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Integrated Instant MessagingEnables easy communication within yourorganization

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Pop-up menu near people’s names so you can chat, send mail, call, or find out where they fit in the organization

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People Finder integrates with your company’s directory

With a Robust Directory, Red Farm Insurance Product Experts are Easily Located


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Page team space for organizing

sales activities; with a schedule

document library, discussion area,

and search

3 List portlets that are useful for this team’s work

2 Team Tasks and calendar

Team Rooms Enable Groups to Share Documents, Calendars, and More

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� To add or change items in a list, you fill out a form

� It’s simple to add new fields or change the layout of the form

� It’s a very simple way to build your own “applications” that collect and store the data you need

Much of that Information is in Lists, Such as Contact Records, Prospects, Etc.


� Lots of predefined lists to help you organize and manage content

� Dragging new lists from the palette, to add them to any team space

� Page through the data, customize the columns, or sort and filter the data

Shared Lists

� Links� Contacts� Issues� Vacations� Attendance� Agenda� Survey� Milestones� FAQs

� Sales Tracking� Sign Up Sheet� Prospects� Announcements� Employee Directory� Invitations & RSVPs� Directions� Minutes� Custom

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Document Libraries Make User More Productive

� Supports complete document lifecycle (e.g. check-in/check-out, versioning, drafts, etc.)

� Create custom views and folders for better organization of content

� Define library membership lists and assign access rights to documents

� Conduct cross-library document search� Strong contextual collaboration support (e.g. integrated

Instant Messaging and presence awareness throughout)� Import Microsoft Office documents � Compose/edit documents using Microsoft Office or

integrated Web editors


Document properties can be stored in portal,

searched and used for preview

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Word, Excel, and PowerPoint toolbars are extended to provide direct access to portal functions such as locking, versioning, etc…

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Document Libraries Offer Tight Integration with Microsoft Office

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Other Capabilities: Team Collaboration

� Integrated, team-oriented collaboration services including:� Team Spaces (teamrooms)� Web Conferencing� Presence Awareness and Instant Messaging� People Finder

� Self-service creation and customization of Team Spaces using pre-defined or custom templates

� Tight integration with Document Libraries, including Microsoft Office and Web editors

� Presence Awareness and Instant Messaging based on industry standards (SIP/SIMPLE)

� IBM Lotus Instant Messaging Gateway provides seamless integration with IBM Lotus Instant Messaging environments


DEMO: Making a Sales Call

Red Barn Customer

Using the Independent Broker Workplace Environment – Offline!

IBM Workplace Client

Technology

Yes, On Demand Insurance does. Let me tell you about it.


I’d like to apply for a policy for my new hybrid automobile. Does your company handle this?

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View and Edit Documents Offline Using Client-Side Editors or Microsoft Office


Run Notes and Domino Applications Using the IBM Workplace Client Technology - Rich Edition

� Helps display Domino applications within this rich client environment

� The Domino applications run natively with full functionality

� This is made possible by a Notes plug-in within the IBM Workplace Client Technology

Clicking on the Lotus Notes icon in the toolbar allows access to Domino-based applications which run in a window within the IBM Workplace Client Technology, Rich Edition2

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Desktop Management

On Demand Insurance IT Manager

How will I manage all of these new IBM Workplace based desktops? How does it fit with the rest of our enterprise architecture?

IBM

IBM Workplace is a server managed environment that allows you to centrally manage client systems.


IBM Workplace Client Technology

Managed Client

Utilities

Portal Server

ServerDesktop Laptop Cell Phone PDA

Server OSDevice OS

Replication

Local Application

Server(J2EE)

Local Database

Provisioning Agent

• User Experience framework• Windowing• Component Interaction mechanism

Eclipse 3.0 Foundation

Client-Side User Experiences

Replication/ Synchronization

Dynamic client provisioning

Middleware Stack for the Client

Windows, Linux, MacOS (future)Multi-platform

• Messaging• Documents• Others

• Messaging• Documents• Others

IBM Workplace

IBM Workplace Custom/

ISVIndustry/ Cross-

Industry…

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How the IBM Workplace Client Technology Works

Portal

Server

Client

2. Model is created5. Client is builtaccording to the model by assemblingcomponents from a client-side library

ServerData Store

3. An XML markup of the model is created

<xml><….>

Workplace Client

Data store

1. User logs on to the portal

ComponentLibrary 4a. Application components are

replicated to client-side component library using Update Manager

4. The XML stream is sentto the rich client platformfor dynamic assembly ofthe client UI


OSGi Bundles

Provisioning Server

Client Runtime

ServerComponent

Library

Client SideComponent Library

Periodic checkpoints between clientand server result in automaticdownloading of approved components

Components are provisioned basedon policy setting controlled at the server based on individual roles/identity

New version of component is updated dynamically

The IBM Workplace Auto-Provisioning Infrastructure Keeps the Desktops Up-To-Date

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Building and Deploying the Independent Broker IBM Workplace Environment

On Demand Insurance CIO

Great job on the IBM Workplace environment for Red Barn Insurance. How did you build it and get it deployed so quickly?

The integrated IBM Workplace tools made the task a lot easier.

On Demand Insurance IT Manager


Domino app Enterprise Content

My Team

Discussion Component

Custom forms, workflow

IBM Workplace Applications Are Built By Assembling Components Into Templates

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� Goal is to create applications from templates without coding

� The template is based on assembly and configuration of pre-built components� A collection of pages and portlets� Portlets are pre-wired together, and their life-cycle is managed� As a unit, they have inputs and outputs� Access control is simplified through role mapping

� Can import and export the whole definition as an XML file

� A Team Space is an example of a template

Template-based Applications


Programming Model for Building IBM Workplace Environments

Easy to use, no programmingPortlets, Builders

Customization of runtime

Easy to use, no programmingPortlets, Builders

Customization of runtime

Build Components Assemble and Deploy Clients

Ultimate flexibility through coding

Rational Tools, OthersWorkplace Toolkits

Ultimate flexibility through coding

Rational Tools, OthersWorkplace Toolkits

Fast time to value, using visual, scripting tools

Designer

Fast time to value, using visual, scripting tools

Designer

Template Editor(Workplace Builder)Workplace Runtime

Template Editor(Workplace Builder)Workplace Runtime

BrowserBrowser

IBM Workplace Client, RE

IBM Workplace Client, RE

IBM Workplace Client, ME

IBM Workplace Client, ME

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Create new components

that can be assembled into

Workplace Templates

Work with scripts and

actions to add custom logic

The IBM Workplace Designer Enables the Easy Creation of New Templates


What Would It Take To Build These Type of Solutions Using Microsoft Tools?

ServerServer 20032003 Required OS pre-req + Active Directory

20032003Offline/disconnected client support

Forms-based collaborative applications

E-mail

20002000MicrosoftMicrosoft

SQL ServerSQL Server Required DB pre-reqs

Awareness, IM, & Web ConferencingAdd custom coding,

integration, massive server farms…and you still have limitations…

Source: IBM SWG Competitive Project Office, 2005

Content Management ServerContent Management ServerMicrosoftMicrosoft

20022002Portal content management

Portal document management & Teamsites

Enterprise portal

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Microsoft Solution Limitations

� No single integrated product set � Requires across the board upgrades and/or migrations to

latest release levels for desired function� Expensive to acquire and maintain multiple piece-parts� Point products lack equivalent function as IBM Workplace

Collaborations Services

Source: IBM SWG Competitive Project Office, 2005
