team collaboration and collaborative document … · team collaboration and collaborative document...

®

Team Collaboration and Collaborative Document Services: The Future Has Arrived

Jelan Heidelberg Lotus Senior Offering Manager [email protected]

INV107

Thomas Schaeck Lotus Distinguished Engineer [email protected]

Source: IDC, 2007; IBM

Agenda

Background

The connector approach

Dimensions of collaboration

Bringing the pieces together

Internet Usage� 1996: 48 million users� 2006: 1.1 billion users� 2010: 1.6 billion users ( est.)

e-Mail Mailboxes� 1998: 253 million ( 1 trillion e-mails)� 2006: 1.6 billion ( 22 trillion e-mails)� 2010: 2.0 billion ( est.)

Corporate Instant Messages� 2002: 41 million users� 2010: 250 million users (est.)


Collaboration is growing exponentially

5

� More than 75% of CEO’s surveyed identified collaboration as a “very important” part of innovation

� Companies that support extensive collaboration tend to outperform their peers achieving greater gains in

� Revenue growth

� Operating margins

� Productivity

� Customer satisfaction

20%

40%

60%

80%

0%

% of CEOs who believe

collaboration is

“absolutely critical” or

“of great importance”% of CEOs who

believe their

organization

collaborates “to a large

extent”

Effective collaboration is both essential and elusive

Source: IBM Global CEO Study 2006

6

IBM Lotus Quickr

� Meets a variety of business needs for information and idea sharing, collaboration, and team projects

� Adapts to different working styles

� Integrates with the desktop applications that we use everyday

� Makes collaboration a natural extension of how people work

20%

40%

60%

80%

0%

% of CEOs who believe collaboration is “absolutely critical” or “of great importance” % of CEOs who

believe their

organization

collaborates “to a

large extent”

IBM Lotus Quickr is designed to bridge the gap…

Source: IBM Global CEO Study 2006

7

Self-service workspaces help organizations increase speed of execution, decision making & information sharing across a wide spectrum of business functions

Finance / Accounting

Sales Human ResourcesMarketing R&D

� Competitive “Win room”� RFP response� Briefing planning� Sales best practices room

� New Content “work room”� Event planning� Competition “war room”

� New benefits planning� New employee resource

center

� Project mgmt.� Vendor Bid mgmt.� Shared sites with

vendors

� Mergers & Acquisitions� Deal Rooms� Innovation Place

� Development Project mgmt.

� R&D Place� Product Best

Practices

� Budget planning� Product launch

� Budget planning� Annual report preparation

Sales & Marketing

Operations

CEO

Lotus Domino IBM JCR

Included Content Stores

IBM FileNet* IBM CM* Other*

Integration & Coexistence

The fastest way to share everyday content with teams

Work naturally through connectors and Web 2.0 browser technologies

Work effectively with services your teams can share

Work securely with content stores on IT-managed servers

Start quickly with out-of-the box templates

Content Libraries

Tasks

wikis blogs

Team calendar

Content workflow

Member Mgmt

Templates

9

IBM Lotus Quickr 8.0Announcement

Lotus Quickr 8.0Beta

• Lotus Quickr 8.1 • Lotus Quickr

Content Integrator

Lotusphere 2007

March 2007

Lotus Quickr 8.0Availability

June 2007

Lotus Quickr 8.0.0.2Fixpack

November 2007

Planned1Q 2008

Lotus Quickr “Next”

Planned2H 2008

A great first year!> 2000 customers> 3.5M users> 120 members in Paxos business partner community> 200,000 Internet search hits (Google)> 8000 internal IBM users with > 8K places

10

Lotus Quickr 8.1 -- Highlights

Usability:

� Improved UI

� Simplified check-in / check-out

� Simplified version control

� Stream-lined membership and access management

Personal File

Sharing:

� Access via browser & Quickr connectors

� Template included in Lotus Quickr standard

� Available at no charge to Notes customers as Lotus Quickr Entry

Administrator

enhancements:

� Policy-based size limits and inactivity limits

� Batch creation of Personal File Sharing (Lotus Quickr Entry) places

Notes:

• Lotus Symphony connector to be delivered post eGA

• New UI for Lotus Quickr services for Lotus Domino only (this release)

Integration:

� New connectors

� Lotus Connections Profile integration

� Lotus Quickr Content Integrator (companion product)


Agenda

Background




Changing Demographics and Work Styles

Technology is 2nd nature; more interested in peer / interest groups than organizational identity; think work should be fun and fulfilling

Tech savvy but not “native speakers”; mixed approach to collaboration, loyalty, and rewards

Traditional approach to technology, collaboration, organizational loyalty, and rewards

Critical to long-term viability and innovation

Essential source of professionals and middle managers

Hold the wisdom and intellectual capital of the organization

Growing as % of workforceShrinking as % of workforceGrowing as % of workforce

New generation(born after 1980)

Mid- career workers(Age 35 – 50)

Older workers(Age 50 +)

Social NetworkingE-mail Instant Messaging

TaggingHierarchy Search

Connectors make it natural and easy to participate

�Work naturally:� Use drag and drop

� Complex actions

are natively

integrated using

consistent menus

� Lotus Notes 8.0.1 connector (side-shelf)

� Microsoft Outlook connector

� Saving e-mail body to Quickr place

� Lotus Symphony*

* Lotus Symphony connectors will be available from the Lotus Symphony web site after Lotus Quickr 8.1 eGA

�Work with what

you have:� Lotus Notes 6.5,

7.x

� Microsoft Office

XP, 2003, and

2007

� Microsoft

Windows 2000 &

XP, Microsoft

Vista

New in Lotus Quickr 8.1

14

Lotus Quickr Content Services Layer

Connectors are unaware of the back-end platform on which they operate

Lotus Quickr connectors are built upon a common remote service layer

REST and SOAP based interfaces are provided

Lotus Quickr server, as well as connectors, can access content from different repositories, with a single, consistent user experience

Lotus Quickr AJAX UIs as well as AJAX apps implemented by customers/partners can use the REST interfaces

Quickr Content Services Layer(REST / SOAP)

J2EE Implementation(Quickr 8.0)

Domino IBM JCR

Domino Implementation(Quickr 8.0)

ECM

ECM Implementation(future)

T

15

Example: Extending the user experience

T

Example: Looking ahead

16

Example: iPhone access to socially shared content

T

Example: Looking ahead


Agenda

Background




The definition of “co-worker” is evolving

�58% of IT Executives consider their company to be a virtual workplace

�90% of employees work in locations other than headquarters

�Between 60% and 70% of employees work in different locations from their bosses

�The number of virtual workers has increased by 800% over the past five years

Community

Me

Team

Source: Nemertes Research Inc.

Lotus Quickr services focused on basic team organization


Self-service capability

to add members and

assign roles

Team calendar

Member Mgmt

Organize team events,

meetings, activities

Spanning the spectrum of working relationships

Membership

Community

Expertise location

Profile

Membership Management

�Integration of Lotus Connections profile with Lotus Quickr “person card”

�Steam-lined membership management

�Viewing teams

and communities

as a continuum

� A “place”

� Content services

� Flexible

membership

management

New in Lotus Quickr 8.1 Looking ahead

Content services are fundamental


Content Libraries

wikis

Content workflow

Collaborative authoring,

online and immediate

Basic workflow for

notification and

approval

Library management,

check in & out, version

control, views, security

features, custom meta-

data for a variety of

business content types

Personal content

Enterprise content

Content

Collaborative authoring

Extending the reach of Lotus Quickr up and down

�Personal file

sharing� Simple & intuitive

� Includes access

via Quickr

connectors

� Lotus Quickr Entry

(entitled with

Lotus Notes)

� A template in

Lotus Quickr

standard

�ECM integration� Move content

from Quickr place

to Enterprise

Content

Management

(ECM) system

with browser or

connectors

� Use Lotus Quickr

as “front-end” for

ECM systems

Libraries

Workflow

New in Lotus Quickr 8.1 Planned

23

Extending the connectors to promote a Quickr document to an ECM system

We are building

integration with IBM

FileNet P8 and

Content Manager

We will provide

APIs and extension

points that can be

used for other ECM

systems

Promoting content from a Lotus Quickr place to ECM system

Planned

24

Extending our ECM integration model…

Offering combining services and tools designed to leverage Lotus Quickr APIs

More info: www.infosys.com

Partner example

25

Lotus Quickr Content Integrator

MicrosoftSharePoint sites

Microsoft ExchangePublic Folders

Lotus NotesTeam Rooms

Lotus DominoDocument Manager

Lotus QuickrContent Integrator

Provides migration, and transitional co-existence, from existing applications/repositories into Lotus Quickr

services for Lotus Domino

Separately priced companion product

New companion product

26

Server Manager

Network

Lotus Domino Lotus Domino Lotus Domino Lotus Domino Lotus Domino Lotus Domino Lotus Domino Lotus Domino

TeamroomsTeamroomsTeamroomsTeamroomsTeamroomsTeamroomsTeamroomsTeamrooms

Content Integrator Engine

Job Catalog Log

Microsoft Exchange Public Folders

Lotus Quickr services

for DominoComposer

Incremental Migration to and Coexistence with Lotus Quickr services for Lotus Domino

Lotus Domino Lotus Domino Lotus Domino Lotus Domino Lotus Domino Lotus Domino Lotus Domino Lotus Domino

Document Document Document Document Document Document Document Document

ManagerManagerManagerManagerManagerManagerManagerManager

Microsoft SharePoint WSS, SPS, MOSS

Incremental Migration to Lotus Quickr services for Lotus Domino

Lotus Quickr Content Integrator Components

27

IIUI – Records Manager Express

Functional capabilities

� Records Management

� Compliance

� Archiving

� Discovery

Solves real problems

� DoD 5015.2 certified

� Completes content stack

� Ideal for SMB & departments/sites

� Easy to implement and manage

� Natively compatible with Lotus Domino, Lotus Domino Document Manager, Lotus Quickr*, Lotus Sametime More info: http://www.iiui.com

*Expected availability: 1H’08

Partner example

28

Voltage

The good news

� Lotus Quickr provides secured storage and access to the content based on flexible access control mechanisms

The bad news

� Access rights are not embedded and do not follow the documents

Why do I care ?

� After sensitive documents leave the protected Lotus Quickr environment, they can be stored anywhere and shared with anyone, within an organization, or with outside entities

� Exposure of risk for inappropriate use of information

What to do ?

� Use a combination of Lotus Quickr and Voltage SecureFile to encrypt and secure individual files – any type - inside and/or outside of Lotus Quickr

More info: www.voltage.com

Partner example

Personal content

Enterprise content

Content

Libraries


Bridging content and community with social content sharing…

Workflow

Membership

Community

Expertise location

Profile


Looking ahead

30

Flexible Social Sharing of Content

Not Shared

Private

Shared

with Team or

Community

in a Place

Shared

Person-to-Person

Shared

in Public

Managed in a central repository or an ECM system

Me People I work withMy Teams or

My Communities

My Company

My Organization

Looking ahead

31

Sharing content on your Personal Content Stream

You can publicly share content on your personal content stream as well as have private content

Files shared on your personal content stream are strongly associated with you (like your blog)

Integration of your shared file stream in people card in Lotus Connections

Files for Natalie Olmos

Looking ahead

32

Transitive Person-to-Person sharing: Think “forwarding” shared

content

A user uploads content which is initially private

The user can then choose to share the content with selected other users

Those users can share with further users (similar to how the recipient of an e-mail can forward it if the sender didn’t prevent forwarding the e-mail)

This way, content can be transitively shared with a set of people that grows as needed

Looking ahead

33

Person-to-Person Social File Sharing

Better alternative to sharing files via mail

Easily share your content with a specific set of people

Targeted users (“sharees”) always get the latest, up-to-date version (unlike in e-mail threads with attachments)

Flexible browsing

– What you shared with others when

– What others shared with you when

– Whom others shared your files with

– More…

Looking ahead

34

Global social sharing: targeting content to audience communities

As more and more content gets published in enterprises, storing and managing it is no longer sufficient

It becomes critical to get the right content to the right people

Scenario

A user uploads public content either as stand alone content or part of a series

The user can

� Target the content at selected communities

� Tag the content

Community members can

� See the content in their “recommended” view

� Tag, rate and recommend

� Subscribe to tags / authors / series

Publisher

Audience Communities

Looking ahead

35

Socal Content Sharing from an Author's perspective: Getting the right content to the right people

You can publicly share content under “series” on certain topics or as stand alone content

You can get the right content to the right people by

– Tagging what you share

– Targeting it to communities

Everybody can add value by tagging, rating and commenting

Recognition to top taggers and top raters

Natalie Olmos

Accounting Manager

[email protected]

Looking ahead

36

Social Content Sharing Consumer’s View:Get the Content you're really interested in

Users get content targeted to them based on

� Community memberships

� Tags, Authors, Series

Additionallly, users can use tag cloud browsing and search

Access is possible through

� Web UI

� Feeds

� Connector

Users get what they want how they want it

Looking ahead

Conversation is essential to collaboration


Blogs and discussion

forums give teams an

effective way to

communicate about

content and projects

blogs

Content Libraries

wikis

Libraries and wikis provide

the ability to comment on

content

Lotus Quickr enables flexible communitiesone to many, asynchronous to synchronous

e-mail

IM

blogs

Communication

Discussions

Team blogs

Broadcasts

�Lotus Sametime

integration

� Quickr connector

� Presence throughout

�Permanent Web conferences in Quickr places

�Tagging and storing chats

�Instant sharing of content from a Quickr place

� Lotus Notes 8.0.1 side-shelf

� Microsoft Outlook connector

� Move e-mail body to Quickr place (Outlook & Notes 8.0.1 side-shelf)

Lotus Quickr 8.0

New in Lotus Quickr 8.1

Looking ahead

Focusing on the project at hand…


Basic task management

capabilityWorkflow to move content

to the next step

Tasks

Content workflow

Making it more natural to move from personal to team tasks

My projects

Team projects

Activities

Business process

Tasks

�“Promote” content and results from Activities to a Quickr place

�“Spawn” an Activity from a Quickr place

Looking ahead

41

http://www.ibm.com/developerworks/lotus/library/quickr-linker/

A “preview” available now

42

Trilog – Project Management

Flexible project mgmt.

� Role-based project management functions based on Project Management Institute (PMI)

Presence

� Real-time collaboration from Lotus Sametime

Gantt Charts

Microsoft Project integration

� Synchronize bi-directionally with MS Project

Feature rich

� Advanced components include Timesheets, Issues, Change Requests and Portfolio Tracking

More info: www.triloggroup.com

Partner example


Agenda

Background




Working individually and together has multiple dimensions

Personal content

Enterprise content

Content

e-mail

IM

blogs

Communicatio

n

Broadcasts

Community

Membership

ProfileMy projects

Business process

Tasks

We’re working to make the transitions in each dimension more seamless

True collaboration happens at the intersection…

Personal content

Enterprise content

Content

Discussions

Libraries


Team projects

Expertise location

Activities

Team blogs

e-mail

IM

blogs

Communicatio

n

Broadcasts

Community

Membership

ProfileMy projects

Business process

Tasks

Workflow


the “messy business” in the middle where most work gets done …

46

Self-service workspaces help organizations increase speed of execution, decision making & information sharing across a wide spectrum of business functions

Finance / Accounting

Sales Human ResourcesMarketing R&D

� Competitive “Win room”� RFP response� Briefing planning� Sales best practices room

� New Content “work room”� Event planning� Competition “war room”

� New benefits planning� New employee resource

center

� Project mgmt.� Vendor Bid mgmt.� Shared sites with

vendors

� Mergers & Acquisitions� Deal Rooms� Innovation Place

� Development Project mgmt.

� R&D Place� Product Best

Practices

� Budget planning� Product launch

� Budget planning� Annual report preparation

Sales & Marketing

Operations

CEO

�Semi-repetitive

�Semi-structured

�Somewhat unique

47

Neo.DashBoard

Web 2.0 “portal” for your Quickr places

� Runs on Domino

� Customizable

Includes tracking application with usage statistics for place management

More info: http://www.opusneo.com

Partner example

48

Open source templates from SNAPPS

Collaborative presentation review

–Microsoft Powerpoint slide-by-slide commenting

Contact mgmt.

–Internal and external contacts across projects

Dynamic surveys–Wizard to build custom survey

Communications management–Announcement lifecycle & workflow

Tasks mgmt.

–Gantt charts with dependencies

–Resources

–Export to spreadsheet

More info: http://www.snapps.com

Partner example

Templates, Places, Components

Templates define patterns for places that can be instantiated many times

Places consist of a set of components such as document library, wiki, blog, tasks, calendar, forum, feed, etc

Customers and Partners can define custom templates

Administrators can create and customize templates

End-users can instantiate places from templates and can customize places to their needs

Developers can contribute components for inclusion in places

50

Place Life Cycle

Place

Instance

Place

Templates

Compose

Template

Creator

Application

Components

Place

Manager

Component

Developer

Instantiate

Create

Template

Customizer

Customize

Place

OwnerCustomize

Add members

Archive

Retire

Number Field

Example of a custom Lotus Quickr Template

For large consulting organization, custom templates were developed

A mix of out of the box Lotus Quickr components and custom components have been integrated for the specific business application

GreenerLife Proposal

GreenerLife Proposal Document v1.doc

•Natalie Olmost

Our capabilities v1.ppt

•Pierre Dumont

•Betty Zechman

52

Building out Place capabilities

Tag & rate places like on files and documents

Users can browse places by tag clouds and by top rated

View most recently created new places

Self-join option for places which can be enabled on template or instance

Members view – list people who were explicitly added or joined a place (already in Domoino)

What’s new ? view – quick summary of news things in the place (already in Domino)

Looking ahead

53

In summary…

54

We’ve given you a glimpse of what we are working on…

Extending the connectors – continuing to integrate Lotus Quickr into the ways we naturally work

Integrating with ECM systems – rich end-to-end content management

Social content sharing – getting the right content to the right people; seeing the content you want when you want it

Additional integration with Lotus Sametime and Connections -- leveraging the strength of the Lotus portfolio

Leveraging the template / customization model – giving business users and developers the ability to build business applications

Lotus Domino IBM JCR

Included Content Stores

IBM FileNet* IBM CM* Other*

Integration & Coexistence

The fastest way to share everyday content with teams

Helps you to be more effective by connecting you with other team members, inside and outside your organization

Empowers you by enabling you to collaborate effectively in relationship to valuable team and enterprise content

Meets you in the context of the work you do every day through connectors into your familiar desktop applications

Encourages you and your colleagues to be innovative by providing tools for open discussion and feedback

Content Libraries

Tasks

wikis blogs

Team calendar

Content workflow

Member Mgmt

Templates

56

Lotus Quickr IBM Business Partners: Sample

voltage.comDigital Rights Mgmt.Voltage Security

vamosa.comData IntegrationVamosa

triloggroup.comProject Management Trilog

snapps.comTemplate Extensions SNAPPS

silverside.nl CRM, Doc. & Project Mgmt.Silverside B.V.

rim.comMobile supportResearch in Motion

procilon.deProduct ManagementProcilon IT-Logistics

opusneo.comTraining, Portal, Tracking Opus Neo

mxcit.deServicesMaxence IT GmbH

iiui.comRecords ManagementInnovative Ideas (IIUI)

infosys.comContent Mgmt. integrationInfosys

gish.deDocument ManagementGIS GmbH

edifixio.comServicesEdifixio

cedros.comCRM, Doc. & Risk Mgmt.Cedros GmbH

casahl.comData IntegrationCasahl Technologies

atech.comServices, Help DeskAscendant Technology

afora.nlDoc. Mgmt., Training, etc.Afora

More info ?How can they help ?Business Partner

100’s of IBM Business Partners working on Lotus Quickr ... and growing.

Many new announcements at Lotusphere 2008

57

Lotus Quickr at Lotusphere

Deploying IBM Lotus Quickr Performance ConsiderationsSW OspreyID50310:00am - 11:00amThurs

IBM Lotus QuickrSW HeronBOF2185:45pm - 6:45pm

Developing Templates for IBM Lotus QuickrDL S. Hemisphere IAD5014:14pm - 5:15pm

IBM Lotus Quickr Integration with Enterprise Content Management (ECM) Systems

DL S. Hemisphere IIID5053:00pm - 4:00pm

IBM Lotus Quickr Connectors In DepthDL S. Hemisphere IIID5041:30pm - 2:30pm

Building Custom Themes for IBM Lotus QuickrY&B GH Salon IIIHND30512:30pm - 2:15pm

Social Software KeynoteDL N. Hemisphere Ballroom A-C

8:30am – 9:30am

Using IBM Lotus QuickrY&B GH Salon IIHND3048:00am - 9:45am

Wed

Extending IBM Lotus Quickr Using APIs and ServicesSW OspreyAD5034:15pm - 5:15pm

Customizing IBM Lotus Quickr Themes and SkinsY&B GH Salon V-VIAD5024:15pm - 5:15pm

Team Collaboration and Collaborative Document Management: The Future Has Arrived

SW 7-10INV1071:30pm - 2:30pm

Extending and Customizing Templates for IBM Lotus Quickr: Straight from the Developers

SW PelicanBP20511:15am - 12:15pm

Tues

IBM Lotus Domino, IBM Lotus Sametime and IBM Lotus Quickr - Pulling It All Together As A Lotus Domino Admin

Y&B GH Salon IIHND1084:30pm - 6:15pm

IBM Lotus Quickr: Technical and Architecture OverviewDL S. Hemisphere IID5012:15pm - 3:15pm

Mon

Extending IBM Lotus Quickr -- Real Life Experiences from IBM Business Partners

Y&B Asbury C-DBDD1052:15pm - 3:15pm

QuickStart: IBM Lotus Quickr in ActionSW 5-6JMP4038:00am - 10:00am

Sun

TitleLocationSessionTimeDay

Visit us at #1002 (product showcase) and Asia 1-2 (developer lab)

58

Learn more…

www.ibm.com/lotus/quickr

www.ibm.com/developerworks/lotus/products/quickr

59

Thank you!!

60

© IBM Corporation 2007. All Rights Reserved.

The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software.

References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in this presentation 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. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results. IBM, the IBM logo, Lotus, Lotus Notes, Notes, Domino, Domino.doc, QuickPlace, Quickr, LotusScript, Sametime, WebSphere, Workplace, AIX, DB2, DB2 Universal Database, FileNet, i5/OS, iSeries, System i and System p are trademarks of International Business Machines Corporation in the United States, other countries, or both. Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both.Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both.Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both.

Other company, product, or service names may be trademarks or service marks of others.All references to Green Autos refer to a fictitious company and are used for illustration purposes only.

team collaboration and collaborative document … · team collaboration and collaborative document...

Documents