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IBM Workplace – Simply A Better Way
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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
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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!
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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 WebSphere Portal Integrated WebSphere Portal
Portal provides universal access point with built-in integration across all collaborative services
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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 WebSphere Portal Integrated WebSphere Portal
Integrated development tools for creating and customizing IBM Workplace environments
Inte
grat
ed W
orkp
lace
Too
ls Custom Industry & Cross-Industry Workplace Environments
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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 WebSphere Portal Integrated WebSphere Portal
Inte
grat
ed W
orkp
lace
Too
ls Custom Industry & Cross-Industry Workplace Environments
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?
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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
Red Barn Insurance Agent
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.
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� 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
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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
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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.
Red Barn Insurance Agent
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
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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.
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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
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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
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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
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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
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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
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
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