© 2008 IBM Corporation IBM Lotus Forms 3.0 Where process automation begins… ® ® Ricardo Rossi Senior ITS – Lotus Forms Specialist Worldwide Technical Sales

© 2008 IBM Corporation

IBM Lotus Forms 3.0

Where process automation begins…

®®

Ricardo RossiSenior ITS – Lotus Forms SpecialistWorldwide Technical SalesIBM Software Group


Simplify complex forms for end users

Lotus Forms software offers a different solution to simplify complex paper forms and adapt them to specific users.

Allows you to build wizards, prepopulate fields, and help and data completion functions right into your forms.

Role-based intelligence allows you to create forms that assume a specific format based on the user’s role or responsibility.

Data is validated at the point of entry as well, saving valuable server processing and reducing the staff time needed to validate forms that are supposed to be self-validating.

As a result, it helps improve the productivity of your people and the efficiency of your business.

Enables true “Innovation” within organizations.

Lotus Forms provides a dynamic, intelligent front-end (UI) to applications and back-end systems.

3 © 2008 IBM Corporation

Lotus Forms helps drives efficiency across the organization…

Streamlines business processes throughout the organization helping drive ROI and yield business value

Business Process Automation

RO

I an

d V

alu

e

Document

Focused

Business Process Focused Business Process Automation

(ECM, Workflow, BCS)

Fill, (Sign) & SubmitOn-line

Store Preserve

Print & Read

Print & Fill

Fill & Print

Fill, (Sign) & Submit Off-line

View Compliance (Pixel Perfect, Sec 508)

Store Preserve Simple Process

Regulatory Compliance (HIPAA, etc)


Lotus Forms is the front end of process automation…

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

Lotus Forms Webform ServerA Web 2.0 client for 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 provides an easy to use front end to SOA and BPM to extend, streamline and automate business processes.

Lotus Forms APIAllows your Web

application to manipulate Lotus Forms

FileNetP8

ContentManager

DB2

WebsphereProcessServer

Lotus Forms Services Platform

Websphere ApplicationServer

Websphere Portal


The Form is the “Application”

Workplace Forms are 100% XML documents.

Containing UI, business logic, data, attachments and electronic signatures in a single document.


Lotus Forms produces complete, auditable document records…

Combines form data and business logic are combined into a single, intelligent document

Transaction content and context can be saved as single, verifiable record

Robust electronic signature support to allow one or more users to sign the entire form and/or provide multiple overlapping signatures to sections of the form.

Facilitates regulatory compliance with auditable document records


Form Conversion Tooling

Form Conversion ToolingForm conversion tooling allows legacy documents to be leveraged quickly and easily

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Saves development time and expense by converting legacy PDF documents into Lotus Forms Supports conversions in 20 languages.

Performs batch form version updates

Runs within the Eclipse-based Lotus Forms Designer

Open framework allows conversion of multiple form format.

Enables Independent Software Vendors (ISV) and System Integrators (SI) to create parser extensions.

* Forms conversion tooling feature – available in preview form


Webform Server

Webform Server

Forms are rendered as HTML/JavaScript Eliminates the expense of deploying and managing desktop software Enables complex, interactive customer-facing forms applications Customers don’t have to install software to do business with you

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AJAX is used to update forms dynamically Includes support for:

Accessibility compliance Translated to 26 languages

Document attachments Electronic signatures Local form open/save

Webform Server is a Web 2.0 forms experience

Webform Server is a cross platform solution

Windows (IE and Firefox), Mac OS X (Firefox)

Webform Server provides an interactive fill experience


Designer Ease of Use

Designer - Easy to useNew features make it even easier to design and deploy forms

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A simple drag-and-drop/point-and-click design experience for XForms

Direct editing of font & color options Compute editor promotes rapid

development of form logic Get started quickly with “New Form”

wizard

Eclipse-based designer promotes team development

Integrates with related development tooling

Schema-based form design Data-to-glass and glass-to-data are both supported

New in V3.0


Largest e-Forms deployment in the World

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Needed to automate manual form-based processes Required a single format for electronic documents based upon open standards to ensure scalability Units in the field must be able to access the same forms as counterparts at bases around the world Confidential and critical data must be captured and transferred securely

SolutionWorkplace Forms implemented to automate forms processes & streamline volumes of paper transactions (eg: supply requests, personnel evaluations, medal recommendations)

Benefits Estimated cost avoidance = over $1 billion Significant time savings – some processes will be completed in 1/3 time previously required Auto-population of e-forms reduces redundancies and data errors Improved security of information and provision of auditable records Interoperability with existing infrastructures & system extensibility Regulatory compliance (GPEA)

US Army

Automating world’s largest e-forms implementation

Challenge US Army needed to modernize their inventory of over 100,000 e-forms utilized by 1.5 million personnel


Portal Integration

US Army Portal deployment


Case Studies: Health Care

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Challenge Large number of forms results in slow enrollment process Providers experience long delays in enrollment (or updates) in the Provider Network

Benefits Streamlined the provider enrollment process Reduced number of forms from 40 to 50 regular, paper forms to 13 electronic forms Reduced the enrollment process from 18 weeks to 2 weeks Integrated with the Provider Portal for a consistent and integrated experience Integrated with Health Plan Administration system (Trizetto) Payer now intends to replace all of its forms processes with electronic forms processes Plan is to roll out electronic forms to all of the provider’s several thousand employees Future Plans: To further extend the use of electronic forms to its network of 20,000 to 30,000 healthcare providers and its member community of several million.

Large U.S. Healthcare Payer

Provider Enrollment


Back Up Slides


Lotus Forms integrates data across the enterprise

Lotus Forms Viewer

Lotus Forms Services Platform

• Mapping Services• Transformation Services

•Pre-population• Meta-data management• Create, Read, Update,

Delete

Repositories,e.g.

CM, DB2,Lotus Domino

ApplicationDesign,

e.G .Lotus Notes,

Designer

Workflowe.g.

Process Svr.,FileNet P8,

PackagedApplications

e.g. SAP,Siebel

IdentityManagement

e.g. Tivoli

UserInterfaces

e.g. Websphere

Portal,Lotus Notes

ApplicationServers

e.g.Websphere

Application Server

LotusForms

WebformServer

Provides a rapid development environment for forms integration Shortens time-to-value by promoting component re-use and collaborative development

Leverages Websphere Transformation Extender technology to integrate with:

DB2, Oracle, SQL Server, SAP, PeopleSoft, etc.

Rich API set available for custom integration needs

Lotus Forms Services Platform: an extensible framework to facilitate code reuse and integration of forms with other technologies

®

®®


FileNet P8 integration

This allows organizations to:

Use IBM Lotus Forms Designer to create form templates to be imported into FileNet.

Use the FileNet content management system as a file repository to store forms.

Use FileNet’s workflow features to direct the life cycle of forms.

Use IBM Lotus Forms Server – Webform Server or IBM Lotus Forms Viewer to display, fill out and sign forms.

Using IBM® Lotus Forms™ with FileNet P8 AE 4.0.1 Fix Pack 2 (P8 Application Engine) of P8 Content Manager 4.0.1 SP 1 combines the power of dynamic, intelligent XML forms with workflow and content management.


Deployment Architecture

CorporateFirewall/Proxy

Internet/Intranet

Webform Server(s)

LF Webform ServerTranslator

LF API

LF Services Platform

Customer Application

Application Server(s)

WS Application Server

WS Portal Server

Cluster Server

ClusterServer

SSLAccelerator

Data Repositories

OracleSQL Server

DB2

Document Repositories

FileNetCM

LF Designer

HTML Render

Browser Only

Web 2.0 Deployment

XForms/XFDL Render

Corporate LAN

Browsers with WF Viewer

Rich Client PC

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Workflow Systems

FileNet

Process Server


Case Studies: Insurance

“The Lotus Forms solution allows for accurate and complete information, the first time. This saves money, but also increases potential revenues significantly.”

ChallengeModernize and automate insurance business processes for field representatives to help them be more productive and competitive while complying with regulations

SolutionIBM Lotus ® Forms solution provides the correct forms for compliance and automates the forms-handling process—from quotes to policy issuance

BenefitsReduced time required for policy application completion and issuance from weeks to hoursStreamlines workflows of field representativesImproves productivity resulting in increased competitiveness

Woodmen of the World

Automating new business acquisition

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Supported Platforms

Supported Platforms

Lotus Forms allow you to leverage your existing infrastructure and expertise by deploying on the server platform of your choice

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2000 (sp4), 2003 (Standard Edition)x86Windows Server

9x86Novell SUSE Server (SLES)

4x86Red Hat Server (RHEL)

9, 10SPARCSolaris

5.2, 5.3POWERAIX

5.3, 5.4System ii5/OS (PASE)

Operating System VersionsChipsetOperating System

Platforms Supported by Lotus Forms Server

New in V3.0

Lotus Forms also supports a wide variety of client platforms: Mac OS-X 10.3, 10.4 (Webform) Windows XP (Webform, Viewer)

Windows Vista (Webform, Viewer)


Thank You


Webform Server Printing

Webform Server Printing

Webform Server provides multiple print options to meet a diversity of business needs

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No additional software download required Print to image (PNG/GIF)

Provides good print fidelity Prints directly through browser

Print to static PDF/PDF-A image Provides excellent print fidelity Requires local reader software

Print conversion can be invoked programmaticaly through URL interface

Automated conversion for form imaging


Are you required to prove compliance with regulatory and legal obligations? Do you have a need to preserve documents produced from compliance procedures?Do you have a plan or solution for accessing your critical forms in the event of a disaster?

Have you looked for ways to realize costs savings with Web-based services, as well as with electronic archiving over manually filing paper forms? How would your company benefit from speeding time-to-market with more efficient information gathering? Would it be useful for you to be able to store all the elements of an entire e-form (the data, presentation layer, business logic and signatures) in a database for records management purposes?

Do your teams have the tools they need to be productive? Would it improve productivity of your teams to have online access to all your forms based business processes? Are your customers asking for increased user convenience with 24-hour accessibility, online and offline?

Questions to Consider

Loss of paper-based forms pose both legal and storage risks Increasing Regulatory and legal obligations

Compliance

Higher labor costs due to dual entry of information, printing costs and transcription errors Difficult data integration with existing systems due to proprietary approaches Can't keep up with manual filing systems for paper forms Lost paper forms means lost critical data that has to be redone.

Cost reduction

Lost productivity Long processing time to manually transfer from paper to electronic form Critical business processes different between departments. Business requires support for digital signatures or multiple types of signing technologies that may overlap within a single form

Streamline Business Processes

ImplicationsIssues

Questions to ask when considering e-forms…


Provides “intent-based” data access controls, constructs for iteration and grouping.

XForms controls are intended to abstract data access sufficiently to allow “skinning” of views with a variety of host languages.

For example, while we might use XFDL on our laptop, WML may prove more suitable for a PDA or mobile phone.

The host-language provides information about pagination, precision layout, enhanced features such as attachment handling, digital signatures, wizard front-ends, etc.

<?XML..

Skin #2WML

Skin #2XFDL

XForms


Lotus Forms works with what you have…

Protect and increase the value of your existing IT investments

New in V3.0

Acts as a user-friendly front-end to existing systems to extend reach inside and outside the organization Helps accelerate data integration with IBM and independent software vendors systems Deploy on your choice of server architectures

AIX, Microsoft Windows , Sun Solaris , Linux (RedHat and Suse)

I-Series®

®® ®®


Accurate data the first time allows for faster / better decisions

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

amount of time

Simplifies forms for end users, creating a better overall experience

As forms are the foundation of most business processes, Lotus Forms activates a

Service Oriented Architecture (SOA) with intelligent messages that flow across services

Significant & immediate competitive advantage

For any larger customer, our capabilities to effectively scale are better than any other

product in the market

Lotus Forms helps organizations more quickly advance up the value / ROI curve

Faster integration of forms to other solution components through Services Platform and

WebSphere TX

W3C XForms support enables standardization within key industries

Web 2.0 – Leveraging rich internet application technology and digital signatures to

significantly improve overall usability

Top 10 Value Propositions


What’s new in Lotus Forms 3.0?

New Feature

Import legacy content e.g. PDFConversion Framework Tech Preview

Web 2.0 eForms in BPM & ECM scenariosDemo Filenet Integration

Forms for Arabic & Hebrew usersBiDi – Arabic & Hebrew

Web 2.0 eForms now signable, even without client-side software

Thin Client Digital Signing

Line of Business users contribute forms content

Designer now easier than ever

More customers can deploy true zero-footprint Web 2.0 eForms

Added Server Platforms including: iSeries PASE

Native Java use, “Mashup” UXJavaScript API

Use on new desktopsVista Support

Benefit to Customers


Case Studies


Case Studies: Banking and Finance

“Using IBM Workplace Forms made it much simpler and more cost effective for financial planners to work with us. Many of the financial planners we deal with do not sell AMP products exclusively, so being easy to deal with is one of our key competitive advantages.”

ChallengeOver 3000 agents using completely manual processes for new business applications. Great deal of rework, due to inaccurate, incomplete data.

SolutionIBM Lotus Forms solution provides every Advisor the ability to create, pre-fill and submit new business application forms straight through to back end systems like Siebel, with both on-line and off-line capabilities, as well as signature pads.

Benefits Significantly reduced the cost and time to acquire new business. Dramatic improvement in the way advisers work with AMP Increased revenue due to being able to close more business in a shorter amount of time.

AMP Automating new business acquisition

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Case Studies: Banking and Finance

One of the largest financial services organizations in the U.K. chose IBM Lotus Forms to automate their new account opening infrastructure

ChallengeNeed to replace an existing account opening mechanism with an end-to end solution. Extensible and flexible data capture solution to decrease the current cost and timescales associated with the Account Opening process when the Bank wishes to launch new products.

SolutionIBM Lotus Forms provides a flexible data capture solution for the bank’s new account opening infrastructure that is cost effective and functionally fit for purpose.

Benefits Reduce time required from initial application to functioning account Provide a consistent process across institution Extensible solution to facilitate new channels and products Decrease cost and timescales associated with introduction of new products within the bank

Large UK Financial Services Organization

Account Opening

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Case Studies: Manufacturing And Retail

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Challenge GXS is the world’s largest provider of B2B solutions to an extensive list of fortune 500 customers Was using HTML and paper to drive transactions in their Trading Grid Required global trading partners to have customization capabilities for form look and functionality Required core B2B trading forms to be customized from one partner to many partners and customers

Solution Used Lotus Forms to front-end their global B2B Trading Hub WebForm Server used for Web 2.0 based forms

Benefits Company uses these forms to drive and quickly complete electronic transactions between trading partners Pre-populated forms increase speed and accuracy of document turnaround while built-in templates minimize data entry errors

GXSAutomating B2B Transactions


Case Studies: Government

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Challenge Poor service and delays to citizens Many “resubmits” increasing load in all agencies

Solution Legal, Accounting, Citizen and Govt joint working group Integration of Forms to submission process Electronic bill payment as a component Online screen videos to assist adoption

Benefits Reduced registration time from 1 week to 1 day Rejection rate reduced from 15% to 3% No manual handling of Funds 97% of registration paperwork is now electronic Planning “mandatory” in future

Province of Nova Scotia

Automating land registry process

“With the IBM solution inplace, we can provide better and more secure document submission services to our clients, and we can receive and process land transactions faster and with more error checking up front than ever before.”

— Nancy Saunders, Acting Director, Registry 2000 Project, Corporate Registries of Service Nova Scotia

Documents

© 2008 IBM Corporation IBM Lotus Forms 3.0 Where process automation begins… ® ® Ricardo Rossi Senior ITS – Lotus Forms Specialist Worldwide Technical Sales